RIAs: Under $100M AUM

12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Limber Capital LLC

AUM $11.5MTEAM 1REPS 1

Level Up Wealth Management

AUM $11.5MTEAM 1REPS 1

Financial Planning Center

AUM $11.5MTEAM 1REPS 1

First American Financial Advisors, Inc.

Overland Park, KS

AUM $11.5MTEAM 4REPS 4

Enterprise Value Capital Management, LLC

New York, NY

AUM $11.5MTEAM 1REPS 1

Ripple Ridge Enterprises LLC

Countryside, IL

AUM $11.5MTEAM 1REPS 1

Mpower Wealth Management, LLC

AUM $11.5MTEAM 1REPS 1

Legacy Wealth Planning, LLC

Overland Park, KS

AUM $11.5MTEAM 2REPS 2

Directional Financial Services

Seattle, WA

AUM $11.5MTEAM 4REPS 4

7 Star Investment Advisors

AUM $11.4MTEAM 1REPS 1

LBG Advisor

Irvine, CA

AUM $11.4MTEAM 1REPS 3

Holyoak Wealth Management, LLC

AUM $11.4MTEAM 1REPS 1

Pickwick Wealth Management

Deerfield, IL

AUM $11.4MTEAM 2REPS 2

Intrust Advisors, Inc.

AUM $11.4MTEAM 2REPS 2

Hacket Asset Management, Inc.

AUM $11.4MTEAM 1REPS 1

Lakeside Planning

AUM $11.4MTEAM 1REPS 1

Carlson Planning Company

AUM $11.4MTEAM 1REPS 1

Prosus Wealth Management

New York, NY

AUM $11.4MTEAM 1REPS 2

Catlin Financial, LLC

Beaver, PA

AUM $11.4MTEAM 1REPS 1

Kinnect Advisor Group, L.L.C.

AUM $11.4MTEAM 1REPS 1

Crystal Capital Advisors, LLC

AUM $11.4MTEAM 2REPS 2

Atlas Capital Management

Thousand Oaks, CA

AUM $11.4MTEAM 1REPS 1

Potomac Investment Management, Inc.

AUM $11.4MTEAM 1REPS 1

Namesake Group

AUM $11.4MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,826 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,036 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?