RIAs: Under $100M AUM

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

Pioneer Financial, Inc.

South Hadley, MA

AUM $7.7MTEAM 2REPS 1

JRO Wealth Management LLC

AUM $7.7MTEAM 1REPS 1

Maverick Private Wealth LLC

AUM $7.7MTEAM 3REPS 2

Providers & Families Wealth Management

AUM $7.7MTEAM 2REPS 2

Farmers Asset Management, LLC

Westlake Village, CA

AUM $7.7MTEAM 24REPS 43

Sweetgrass Financial Planning, LLC

AUM $7.6MTEAM 1REPS 1

Sterling Financial Management, Inc.

AUM $7.6MTEAM 1REPS 1

Powers Financial Group, LLC

Naperville, IL

AUM $7.6MTEAM 1REPS 1

Money Blossoms

AUM $7.6MTEAM 1REPS 1

Petra Wealth Management

AUM $7.6MTEAM 1REPS 1

Glacier Point Advisors, LLC

Tustin, CA

AUM $7.6MTEAM 1REPS 1

New Dimensions Investment Company

AUM $7.6MTEAM 2REPS 1

Blsh Wealth Management

AUM $7.6MTEAM 2REPS 2

C.T. Kares Advisory Group, Inc.

AUM $7.6MTEAM 1REPS 1

Channel Investment Partners

AUM $7.6MTEAM 2REPS 2

Ethos Financial Planning

AUM $7.6MTEAM 1REPS 1

Griffon Investment Advisors Incorporated

Troy, MI

AUM $7.6MTEAM 1REPS 1

Greenwood Wealth Management, LLC

San Francisco, CA

AUM $7.6MTEAM 1REPS 1

Atomic Planning LLC

AUM $7.6MTEAM 1REPS 1

Pennsylvania Advisory Services, Inc.

AUM $7.6MTEAM 2REPS 1

Tandem Views Investment Services, LLC

Lake Oswego, OR

AUM $7.6MTEAM 1REPS 1

Rimac

AUM $7.6MTEAM 2REPS 2

Fallenbaum Cpa & Advisors, LLC

Plantation, FL

AUM $7.6MTEAM 1REPS 1

Modern Assets, LLC

AUM $7.6MTEAM 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?