RIAs: Under $100M AUM

12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Girton Capital Management, Inc.

AUM $7.9MTEAM 1REPS 1

Gunnell Financial Planning

Plainfield, IN

AUM $7.9MTEAM 1REPS 1

Life's Business, Inc.

Atlanta, GA

AUM $7.9MTEAM 1REPS 1

Monument Retirement & Wealth Advisory, LLC

Allen, TX

AUM $7.9MTEAM 1REPS 1

Overlook Park Wealth, LLC

Humble, TX

AUM $7.9MTEAM 1REPS 1

Charleston Equity Partners, LLC

Charleston, SC

AUM $7.9MTEAM 4REPS 4

Mirror Lake Wealth Management, LLC

AUM $7.9MTEAM 1REPS 1

JM Lotshaw Consulting

AUM $7.9MTEAM 1REPS 1

Desert Financial Planning

Palm Desert, CA

AUM $7.9MTEAM 1REPS 1

The Profolio Group, LLC

AUM $7.9MTEAM 1REPS 1

Optometry Wealth Advisors LLC

AUM $7.9MTEAM 1REPS 1

Antonio Stokes Advisors

Southfield, MI

AUM $7.9MTEAM 1REPS 1

Prince, William L

AUM $7.9MTEAM 1REPS 1

Relion Assets Management, LLC

AUM $7.9MTEAM 1REPS 1

Stratton Capital Management, LLC

AUM $7.9MTEAM 1REPS 1

Cornerstone Investment Services

AUM $7.9MTEAM 1REPS 1

Frank Capital Management LLC

AUM $7.9MTEAM 1REPS 1

Bird Capital Group, Inc.

AUM $7.9MTEAM 1REPS 1

RJ Aubrey Investments Corp.

AUM $7.8MREPS 1

Vest Assured, Inc.

AUM $7.8MTEAM 1REPS 1

ALE LLC

Pleasant Hill, CA

AUM $7.8MTEAM 1REPS 1

Garch Capital LLC

Andover, MA

AUM $7.8MTEAM 1REPS 1

Essex Advisory

Brooklynn, NY

AUM $7.8MTEAM 2REPS 2

Taylor Goddard Investments

AUM $7.8MTEAM 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?