RIAs: Under $100M AUM

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

OH Cap Asset Management

AUM $7MTEAM 1REPS 1

LLG Wealth Management

Diamond Bar, CA

AUM $7MTEAM 1REPS 1

One Under Wealth Management, LLC

AUM $6.9MTEAM 1REPS 1

Value Rotation Strategies LLC

Los Angeles, CA

AUM $6.9MTEAM 1REPS 2

Solomon Investment Group, Inc.

AUM $6.9MTEAM 1REPS 1

Noble Advisors, LLC

Dallas, TX

AUM $6.9MTEAM 1REPS 1

Legion Private Wealth Management

Ellensburg, WA

AUM $6.9MTEAM 2REPS 3

80 West Asset Management, LLC

AUM $6.9MTEAM 1REPS 1

Hypatia Capital Management LLC

New York, NY

AUM $6.9MTEAM 2REPS 2

Johnson Investment Partners, LLC

AUM $6.9MTEAM 1REPS 1

Hscore Advisors LLC

Dallas, TX

AUM $6.9MTEAM 3REPS 3

MGC Capital

AUM $6.9MTEAM 1REPS 1

Beckham Financial, LLC

AUM $6.9MTEAM 1REPS 1

Wilson David Investment Advisors

Aiken, SC

AUM $6.9MTEAM 2REPS 3

Alexander D Cohen Investments, LLC

Dallas, TX

AUM $6.9MTEAM 2REPS 2

Firstgen Wealth

AUM $6.9MTEAM 1REPS 1

Wellspring Capital Group, Ltd.

AUM $6.9MTEAM 1REPS 1

Black Diamond Investment Group,Inc.

Kalamazoo, MI

AUM $6.9MTEAM 1REPS 1

Kingdom Financial

South Bend, IN

AUM $6.9MTEAM 1REPS 1

Retired Capital LLC

AUM $6.9MTEAM 1REPS 1

Outerlands Capital Management, LLC

New York, NY

AUM $6.9MTEAM 6REPS 2

Gnrfunds LLC

AUM $6.9MTEAM 1REPS 1

Sound Capital

AUM $6.9MTEAM 1REPS 1

Caltier Advisors, LLC

Poway, CA

AUM $6.9MTEAM 3REPS 3

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?