RIAs: Under $100M AUM

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

Hightower & Boler, LLC

Chicago, IL

AUM $7.8MTEAM 1REPS 1

Peeples Wealth Management LLC

AUM $7.8MTEAM 1REPS 1

Marin Financial LLC

AUM $7.8MTEAM 1REPS 1

Investment Navigation LLC

Chicago, IL

AUM $7.8MTEAM 1REPS 1

Financial Analytics, LLC

AUM $7.7MTEAM 1REPS 1

BIY Financial, LLC

AUM $7.7MTEAM 1REPS 1

Wealthprotect Advisors LLC

AUM $7.7MTEAM 1REPS 1

SDM Investments, LLC

Merrillville, IN

AUM $7.7MTEAM 1REPS 2

EZ Financial Group Inc.

AUM $7.7MTEAM 1REPS 1

Hivest Financial LLC

AUM $7.7MTEAM 1REPS 1

95 Impact Partners, LLC

AUM $7.7MTEAM 2REPS 2

Blue Ocean Investment Partners

AUM $7.7MTEAM 1REPS 1

Clearwater Wealth Management

AUM $7.7MTEAM 1REPS 1

Alphabit Investments, LLC

Forest City, IA

AUM $7.7MTEAM 5REPS 2

Million Pebbles

AUM $7.7MTEAM 1REPS 1

Wealth Preservation Consultants, LLC

AUM $7.7MTEAM 1REPS 1

Lamberson Knight Wealth Management LLC

AUM $7.7MTEAM 1REPS 1

Tricord Wealth Advisors

Columbus, OH

AUM $7.7MTEAM 1REPS 1

Pacific Oak Financial Planning LLC

Woodland Hills, CA

AUM $7.7MTEAM 1REPS 1

Ninja Wealth Advisors, LLC

AUM $7.7MTEAM 1REPS 1

Hughes Family Capital, LLC

Grand Rapids, MI

AUM $7.7MTEAM 3REPS 3

Macfarlane Investors

AUM $7.7MTEAM 2REPS 2

Coletta Capital, LLC

Rocky River, OH

AUM $7.7MTEAM 1REPS 1

RIO Financial Planning

AUM $7.7MTEAM 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?