RIAs: Under $100M AUM

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

Lotusment Advisors, LLC

AUM $8.4MTEAM 1REPS 1

Structured Portfolio Solutions, LLC

AUM $8.4MTEAM 1REPS 1

Enlightened Advisors Wealth Management LLC

AUM $8.3MTEAM 1REPS 1

Bayesian Investment Management

AUM $8.3MTEAM 1REPS 1

Better Pockets Financial

Fort Collins, CO

AUM $8.3MTEAM 5REPS 4

E2 Financial Services, LLC

AUM $8.3MTEAM 1REPS 1

Ferry Capital Management LLC

AUM $8.3MTEAM 1REPS 2

Fangorn Wealth Management

AUM $8.3MTEAM 1REPS 1

Hoover Capital Management, LLC

Southlake, TX

AUM $8.3MTEAM 1REPS 1

Shepherd's Financial LLC

Knoxville, TN

AUM $8.3MTEAM 1REPS 1

KIM Knotts, Ria

Folsom, CA

AUM $8.3MTEAM 1REPS 1

National Christian Financial Advisors, Inc

AUM $8.3MTEAM 1REPS 3

Lattanzi Financial Services LLC

Revere, MA

AUM $8.3MTEAM 2REPS 3

Kleinsmith Resource Management, LLC

AUM $8.3MTEAM 1REPS 1

Horizon Advisors, LLC

Rome, GA

AUM $8.3MTEAM 1REPS 1

Alpenglow Advisors LLC

AUM $8.3MTEAM 1REPS 1

Therawealth, LLC

Southlake, TX

AUM $8.3MTEAM 1REPS 1

RCS Financial Advisors, Ltd

AUM $8.3MTEAM 1REPS 1

The Real Wealth Coterie

AUM $8.3MTEAM 1REPS 1

Monroe Financial Inc.

Chicago, IL

AUM $8.3MTEAM 1REPS 1

M.D. Sass-Macquarie Financial Strategies Management Company, LLC

New York, NY

AUM $8.3MTEAM 6REPS 5

U.S Cherry LLC

St Petersburg, FL

AUM $8.3MTEAM 1REPS 2

Bonneville Multi-Family Office

AUM $8.3MTEAM 1REPS 1

JPG Wealth Management

Marietta, GA

AUM $8.3MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,822 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?