RIAs: Under $100M AUM

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

Stone Oak Capital, LLC

AUM $6.8MTEAM 1REPS 1

Thoughtful Financial Planning, LLC

Minneapolis, MN

AUM $6.8MTEAM 1REPS 1

Skidmore Advisory Services, Inc.

Denver, CO

AUM $6.8MTEAM 1REPS 1

Kenwyck Capital

Marietta, GA

AUM $6.8MTEAM 1REPS 1

Steve Chastain Wealth Management LLC

Rogers, AR

AUM $6.8MTEAM 1REPS 1

Retirement Strategies

Longview, WA

AUM $6.8MTEAM 1REPS 1

Gioben Capital LLC

AUM $6.7MTEAM 1REPS 1

Michael Mellberg Investment Advisor

Reno, NV

AUM $6.7MTEAM 1REPS 1

Concap LLC

AUM $6.7MTEAM 1REPS 1

Spartan Capital Private Wealth Management LLC

New York, NY

AUM $6.7MTEAM 6REPS 9

Lindenwood Financial LLC

Madison, WI

AUM $6.7MTEAM 2REPS 2

Asterbright Capital Management, LLC

AUM $6.7MTEAM 1REPS 1

Houston Wealth Management

Houston, TX

AUM $6.7MTEAM 1REPS 1

Neumeier Capital Management, Inc

AUM $6.7MTEAM 1REPS 1

Wealthera Financial Planning

AUM $6.7MTEAM 1REPS 1

Leonard Wealth Management, LLC

Lincolnton, NC

AUM $6.7MTEAM 1REPS 1

Wysopal Wealth

AUM $6.7MTEAM 1REPS 1

Covenant Wealth Advisors

AUM $6.7MTEAM 1REPS 1

Holman Wealth Management

AUM $6.7MTEAM 1REPS 1

Clarified Wealth Advisory

Austin, TX

AUM $6.7MTEAM 1REPS 1

Lota Advisors LLC

AUM $6.7MTEAM 1REPS 1

Allen Financial Advisement, Inc.

La Jolla, CA

AUM $6.7MTEAM 1REPS 1

Opsis Advisory Group

AUM $6.7MTEAM 1REPS 1

Celtic Capital Corporation

AUM $6.7MTEAM 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?