RIAs: Under $100M AUM

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

Future Wallet

AUM $3.2MTEAM 1REPS 1

Provisor Asset Management LLC

Bluffton, SC

AUM $3.2MTEAM 1REPS 1

Osage Pacific Advisors, Inc.

Laguna Hills, CA

AUM $3.2MTEAM 1REPS 3

O'Haver Wealth Management, LLC

Newark, NY

AUM $3.2MTEAM 1REPS 1

38x Holdings Inc

AUM $3.2MTEAM 1REPS 1

Spark Financials LLC

AUM $3.2MTEAM 1REPS 1

Night Sky Capital Management, LLC

Cleveland Heights, OH

AUM $3.2MTEAM 2REPS 3

Rinzler Capital LLC

AUM $3.2MTEAM 1REPS 1

T.S. Financial Planning

AUM $3.2MTEAM 1REPS 1

Ahmeti Wealth Management, LLC

Dallas, TX

AUM $3.2MTEAM 1REPS 1

Clearwater Investment Management LLC

AUM $3.2MTEAM 1REPS 1

ESS Capital Services

AUM $3.2MTEAM 1REPS 1

Roger F. Woodman JR. & Co

AUM $3.2MTEAM 1REPS 1

Clym LLC

AUM $3.2MTEAM 1REPS 1

MK Strategic Equities

AUM $3.2MTEAM 1REPS 3

Golzar Investment Group LLC

AUM $3.2MTEAM 1REPS 1

Frazer Bay Investments L. L. C.

AUM $3.2MTEAM 1REPS 1

Honolulu Capital Management

Honolulu, HI

AUM $3.2MTEAM 1REPS 1

Made Financial Design

AUM $3.2MTEAM 1REPS 1

Shepherd Investment Management

AUM $3.2MTEAM 1REPS 1

Green Pastures Wealth Management LLC

Bridgeport, CT

AUM $3.2MTEAM 1REPS 1

Kusske Financial, Inc.

Burnsville, MN

AUM $3.2MTEAM 8REPS 5

Blueprint Capital Management, LLC

Marlton, NJ

AUM $3.2MTEAM 1REPS 1

Simplexity Investment Management, LLC

AUM $3.2MTEAM 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?