RIAs: Under $100M AUM

12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Zelus Wealth Management

AUM $2MTEAM 1REPS 1

Pierce Financial LLC

Ann Arbor, MI

AUM $2MTEAM 1REPS 1

Filon Capital

Coral Gables, FL

AUM $2MTEAM 2REPS 2

Sabadoodle

AUM $2MTEAM 1REPS 1

Align Investment Advisors, LLC

Thousand Oaks, CA

AUM $2MTEAM 1REPS 1

Shifting the Culture Wealth Partners LLC

Los Angeles, CA

AUM $2MTEAM 2REPS 2

Tusker Capital, LLC

Manhattan Beach, CA

AUM $2MTEAM 1REPS 1

Plan Partners LLC

AUM $2MTEAM 1REPS 1

MAI Capital Advisor

Rehoboth Beach, DE

AUM $2MTEAM 1REPS 1

Cleverinvesting LLC

AUM $2MTEAM 1REPS 1

Cereli Inc.

AUM $2MTEAM 1REPS 1

Oris Wealth Designs LLC

AUM $2MTEAM 1REPS 1

De Mayo Financial

AUM $2MTEAM 1REPS 1

Future Path Financial Planning

AUM $2MTEAM 1REPS 1

Time Investments, LLC

AUM $2MTEAM 1REPS 1

Noble Advisory Group LLC

Waco, TX

AUM $2MTEAM 1REPS 1

Northstar Strategic Investments Inc

Ormond Beach, FL

AUM $2MTEAM 1REPS 1

True Vine Investments

AUM $2MTEAM 1REPS 1

Axon Capital Management

AUM $2MTEAM 1REPS 1

Tadpole Investments LLC

AUM $2MTEAM 1REPS 1

Trendhaven Investment Management, LLC

AUM $2MTEAM 1REPS 1

Akamai Wealth Management, LLC

AUM $2MTEAM 1REPS 1

Guiding Financial, LLC

Influx Capital Management

AUM $2MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,828 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,035 FIRMS

FINTRX platform

Need contacts and allocation intelligence for these firms?