RIAs: Under $100M AUM

12,982 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Prentice Investment Management, LLC

Garrison, NY

AUM $18MTEAM 1REPS 1

Qria, Inc.

AUM $18MTEAM 1REPS 1

Rapid Scale LLC

AUM $18MTEAM 1REPS 2

Walbert Capital Management, LLC

New Canaan, CT

AUM $18MTEAM 1REPS 1

Capital Trust And Associates LLC

AUM $18MTEAM 2REPS 1

Entirement Financial Planning LLC

AUM $18MTEAM 1REPS 1

Thistle Wealth

Corvallis, OR

AUM $18MTEAM 1REPS 1

Tbcpa, Inc.

AUM $18MTEAM 1REPS 2

Randolph Elder, Cfp

Loomis, CA

AUM $18MTEAM 1REPS 1

Poxono Capital

AUM $18MTEAM 4REPS 9

Kriczky Wealth Management LLC

AUM $17.9MTEAM 1REPS 1

Gardena Financial Retirement Advisors

Gardena, CA

AUM $17.9MTEAM 1REPS 1

Halley Hill Wealth Management LLC

Perry, GA

AUM $17.9MTEAM 1REPS 1

Global Wealth, LLC

AUM $17.9MTEAM 1REPS 3

W Wealth Advisors

Gilbert, AZ

AUM $17.9MTEAM 1REPS 1

The Inspired Network Wealth Advisory

Highlands, NJ

AUM $17.9MTEAM 2REPS 2

Public Safety Financial/Galloway

Mesa, AZ

AUM $17.9MTEAM 31REPS 26

American European Asset Management LLC

AUM $17.9MTEAM 1REPS 1

C. E. Skowrup & Co

AUM $17.9MTEAM 3REPS 2

Towne Investments LLC

AUM $17.9MTEAM 1REPS 1

Grayeli Investment Management

AUM $17.9MTEAM 1REPS 1

Haslet Advisors, LLC

AUM $17.9MTEAM 1REPS 2

Alignpoint Wealth

Lakewood, CO

AUM $17.9MTEAM 1REPS 1

Milestone Consultants, Inc.

AUM $17.9MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,659 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?