RIAs: Under $100M AUM

12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Macino Financial, LLC

Holland, OH

AUM $12.7MTEAM 2REPS 1

Coast Wealth Management Group, LLC

Myrtle Beach, SC

AUM $12.7MTEAM 2REPS 2

Strategic Investments & Insurance

Boca Raton, FL

AUM $12.7MTEAM 1REPS 1

Wealth Innovation

AUM $12.7MTEAM 1REPS 2

RKR Capital Group LLC

AUM $12.7MTEAM 1REPS 1

C.D. Allen Wealth Management, LLC

AUM $12.7MTEAM 1REPS 1

Trinvest Advisors, LLC

AUM $12.7MTEAM 1REPS 1

Frederick H. Cron

AUM $12.7MTEAM 1REPS 1

PR Squared Wealth Management LLC

Atlanta, GA

AUM $12.7MTEAM 3REPS 4

Paul R. Kopey & Associates

AUM $12.7MTEAM 1REPS 1

ALL Weather Portfolio Management, Inc.

AUM $12.7MTEAM 1REPS 1

WAR Streets Capital, LLC

AUM $12.7MTEAM 1REPS 1

Red Rock Capital Advisors, LLC

AUM $12.7MTEAM 1REPS 1

Witter & Westlake Investments

AUM $12.7MTEAM 2REPS 2

Contessa Capital

AUM $12.7MTEAM 1REPS 1

Sabino Investment Management, L.L.C.

Tucson, AZ

AUM $12.7MTEAM 1REPS 1

Globalink Wealth Management, LLC

Pasadena, CA

AUM $12.7MTEAM 8REPS 8

Confide

AUM $12.6MTEAM 1REPS 1

Lexington Capital, LLC

AUM $12.6MTEAM 1REPS 1

Keeley-Teton Advisors, LLC

Chicago, IL

AUM $12.6MTEAM 5REPS 7

Vidarrow Investment Advisors

Arlington Heights, IL

AUM $12.6MTEAM 1REPS 1

Shucha Wealth Management LLC

Sherman Oaks, CA

AUM $12.6MTEAM 1REPS 1

HY Financial LLC

AUM $12.6MTEAM 1REPS 1

Executive Asset Advisors LLC

AUM $12.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,658 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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