RIAs: Under $100M AUM

12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Concap LLC

AUM $6.7MTEAM 1REPS 1

Spartan Capital Private Wealth Management LLC

New York, NY

AUM $6.7MTEAM 6REPS 11

Lindenwood Financial LLC

Madison, WI

AUM $6.7MTEAM 1REPS 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

Investment Strategies, LLC

Oklahoma City, OK

AUM $6.7MTEAM 2REPS 2

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

Marienplatz Wealth Management LLC

AUM $6.7MTEAM 1REPS 1

IEM Asset Management, LLC

Red Bank, NJ

AUM $6.7MTEAM 1REPS 1

Great Lakes Retirement Planning LLC

Cleveland, OH

AUM $6.7MTEAM 1REPS 1

Brockelsby Investment Services

AUM $6.6MTEAM 1REPS 1

Infinity Wealth Coaching, LLC

Las Vegas, NV

AUM $6.6MTEAM 1REPS 1

Woman To Woman Financial

Jacksonville, FL

AUM $6.6MTEAM 1REPS 1

Divine Asset Management LLC

AUM $6.6MTEAM 1REPS 2

Other AUM ranges

$100M – $500MReported AUM7,677 FIRMS $500M – $1BReported AUM2,399 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,035 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?