RIAs: Under $100M AUM

12,910 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Honorable Financial Services, LLC

AUM $12.4MTEAM 1REPS 1

Thomas Capital Management, LLC

AUM $12.4MTEAM 1REPS 1

Consonance Wealth Management

Los Gatos, CA

AUM $12.4MTEAM 1REPS 1

MVK Financial Planning, LLC

AUM $12.4MTEAM 1REPS 1

Greyhawk Advisors LLC

AUM $12.4MTEAM 1REPS 1

Digiovanni Financial Group, LLC

AUM $12.4MTEAM 1REPS 1

High Knoll Wealth Advisors, LLC

Lexington, KY

AUM $12.4MTEAM 3REPS 3

Grass Capital LLC

Houston, TX

AUM $12.4MTEAM 1REPS 1

Kisco Capital, LLC

AUM $12.4MTEAM 1REPS 1

Rockwealth Financial LLC

Irvine, CA

AUM $12.4MTEAM 1REPS 1

Brannen & Lyle Investment Company

Bainbridge, GA

AUM $12.4MTEAM 3REPS 3

First Light Investment Advisors

AUM $12.4MTEAM 3REPS 3

Moneylion

New York, NY

AUM $12.4MTEAM 13REPS 2

Global Impact Wealth Management

AUM $12.4MTEAM 1REPS 1

Safe Landing Financial

Plano, TX

AUM $12.4MTEAM 1REPS 1

Kolb Wealth Management, LLC

Rocklin, CA

AUM $12.4MTEAM 2REPS 2

Family Tree Wealth Advisors, LLC

Mt Juliet, TN

AUM $12.4MTEAM 1REPS 1

Sjostrom Financial Planning Inc.

AUM $12.3MREPS 1

Albility Planning

AUM $12.3MTEAM 1REPS 2

Creativevest Inc

AUM $12.3MTEAM 1REPS 1

R L Capital, LLC

Overland Park, KS

AUM $12.3MTEAM 1REPS 1

Brenneman Investment Adviser, LLC

AUM $12.3MTEAM 1REPS 1

369 Financial LLC

Jacksonville, FL

AUM $12.3MTEAM 1REPS 1

RB Investment Management Inc.

AUM $12.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,782 FIRMS $500M – $1BReported AUM2,406 FIRMS $1B – $5BReported AUM3,236 FIRMS Over $5BReported AUM2,032 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?