RIAs: Under $100M AUM

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

Bounds & Company, LLC

AUM $5.8MTEAM 1REPS 1

Deerwood Capital, LLC

AUM $5.8MTEAM 1REPS 1

Dogwood Capital, LLC

AUM $5.8MTEAM 1REPS 1

Accel Advisors, Inc.

AUM $5.8MTEAM 1REPS 1

Boise River Financial Planning

AUM $5.8MTEAM 1REPS 1

Cannoles Asset Management, Inc.

Dwg, TX

AUM $5.8MTEAM 2REPS 2

Fortrove Partners

AUM $5.8MTEAM 1REPS 1

Astra Wealth Management LLC

AUM $5.7MTEAM 1REPS 1

Anchor Financial

Tacoma, WA

AUM $5.7MTEAM 4REPS 5

Oakhurst Capital Advisors, LLC

Washington, DC

AUM $5.7MTEAM 3REPS 5

Rapids Financial LLC

Kentwood, MI

AUM $5.7MTEAM 1REPS 1

Apostolic Financial Advisors, LLC

AUM $5.7MTEAM 1REPS 1

Stone Blue Capital LLC

Darien, CT

AUM $5.7MTEAM 1REPS 1

Desert Capital Management Group, Inc

Hermosa Beach, CA

AUM $5.7MTEAM 2REPS 3

Simplify Wealth Planning LLC

AUM $5.7MTEAM 2REPS 1

Veltra Capital

Seattle, WA

AUM $5.7MTEAM 1REPS 2

Waypoint Financial Planning, LLC

AUM $5.7MTEAM 1REPS 1

Arbordale Wealth Management, LLC

AUM $5.7MTEAM 1REPS 1

Cornerstone Investment Advisors Group, LLC

Shreveport, LA

AUM $5.7MTEAM 1REPS 1

Sterling Growth Investments, LLC

AUM $5.7MTEAM 1REPS 2

Blue Marlin Advisors, LLC

West Palm Beach, FL

AUM $5.7MTEAM 2REPS 2

Argo Wealth Management

AUM $5.7MTEAM 1REPS 1

Keller Investment Advisors LLC

AUM $5.7MTEAM 1REPS 1

Taylor Williams Private Wealth Management LLC

AUM $5.7MTEAM 1REPS 1

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?