RIAs: Under $100M AUM

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

Kolo Capital

Tucson, AZ

AUM $2.5MTEAM 2REPS 1

Namm Financial LLC

Plantation, FL

AUM $2.5MTEAM 1REPS 1

Regatta Financial LLC

AUM $2.5MTEAM 1REPS 1

Corners Financial Planning, LLC

Peachtree Corners, GA

AUM $2.4MTEAM 1REPS 1

Your Path Financial LLC

AUM $2.4MTEAM 2REPS 2

Financial Positioning System, Inc

Derwood, MD

AUM $2.4MTEAM 1REPS 1

Klocker Investment Advisers

AUM $2.4MTEAM 1REPS 1

PI Square Capital, LLC

AUM $2.4MTEAM 1REPS 1

P.A. Berg Retirement Solutions

AUM $2.4MTEAM 1REPS 1

Avant Wealth Management, LLC

AUM $2.4MTEAM 1REPS 1

Wingert Investment Management, LLC

AUM $2.4MTEAM 1REPS 1

Freedom Financial Planning Solutions, LLC

AUM $2.4MTEAM 1REPS 1

Weatherby Capital, LLC

AUM $2.4MTEAM 1REPS 1

Scale Investment Group

AUM $2.4MTEAM 1REPS 1

Tactical Capital LLC

AUM $2.4MTEAM 1REPS 1

AS Investment Partners LLC

AUM $2.4MTEAM 1REPS 1

North Pointe Financial Advisors, Inc

AUM $2.4MTEAM 1REPS 1

JLM Advisors LLC

AUM $2.4MTEAM 1REPS 1

Top Shelf Advisors

AUM $2.4MTEAM 1REPS 1

Stamper Capital & Investments, Inc.

AUM $2.4MTEAM 1REPS 1

TRJ Wealth Management, Inc.

AUM $2.4MTEAM 1REPS 1

BTG Capital LLC

AUM $2.4MTEAM 2REPS 2

Whtg Wealth Management, LLC

AUM $2.4MTEAM 1REPS 1

Bryan Advisory Services, LLC

Canonsburg, PA

AUM $2.4MTEAM 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?