RIAs: Under $100M AUM

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

Climbing Rose Capital LLC

AUM $4.3MTEAM 2REPS 2

Ledgerplus Financial Services LLC

AUM $4.3MTEAM 1REPS 1

Edwards Financial & Insurance Services

AUM $4.3MTEAM 2REPS 2

Strategicglobal Insight, LLC

AUM $4.3MTEAM 1REPS 1

Belleros Capital Management, LLC

AUM $4.3MTEAM 1REPS 1

Polymath Financial, LLC

Orlando, FL

AUM $4.3MTEAM 1REPS 1

Boylston Capital Management

AUM $4.3MTEAM 1REPS 1

Baker Wealth Advisors, LLC

AUM $4.3MTEAM 1REPS 1

Thomas Everett Investments, LLC

AUM $4.3MTEAM 1REPS 1

Enterprise Wealth Partners, LLC

Tallapoosa, GA

AUM $4.3MTEAM 1REPS 1

Harvested Financial, LLC

AUM $4.3MTEAM 1REPS 1

Lifefirst Wealth, LLC

Huntsville, AL

AUM $4.3MTEAM 1REPS 1

Capital Financial Boise, Inc.

AUM $4.3MTEAM 1REPS 1

Oak Creek Private Wealth Management LLC

Tulsa, OK

AUM $4.3MTEAM 1REPS 2

Sunpath Financial

Newport Beach, CA

AUM $4.3MTEAM 1REPS 2

Toro Financial Advisors

Winter Park, FL

AUM $4.3MTEAM 1REPS 1

Social Impact Investments Inc.

AUM $4.3MTEAM 1REPS 1

Estate & Retirement Strategies LLC

Tempe, AZ

AUM $4.3MTEAM 1REPS 1

Steerson Advisors

AUM $4.3MTEAM 1REPS 1

Golden Lake LLC

AUM $4.3MTEAM 1REPS 1

Wealth Management Services Inc.

AUM $4.2MTEAM 1REPS 1

Hedged Private Wealth

Metairie, LA

AUM $4.2MTEAM 3REPS 4

Riverside Capital Wealth LLC

AUM $4.2MTEAM 1REPS 1

Hilton Head Wealth Advisors, LLC

Bluffton, SC

AUM $4.2MTEAM 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?