RIAs: Under $100M AUM

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

SKP Wealth

AUM $1.9MTEAM 1REPS 1

CDT Capital Wealth Advisory LLC

Syosset, NY

AUM $1.9MTEAM 3REPS 3

Del Val Retirement and Investment Services Inc

Doylestown, PA

AUM $1.9MTEAM 1REPS 1

First Due Financial LLC

Wareham, MA

AUM $1.9MTEAM 1REPS 1

Crossover Capital Trading LLC

AUM $1.9MTEAM 1REPS 2

Lincoln Investment Advisers, LLC

AUM $1.9MTEAM 1REPS 1

Gulfcoast Embers Advisors

AUM $1.9MTEAM 1REPS 1

DBG Capital Advisors, LLC

AUM $1.9MTEAM 1REPS 1

I-Cthru Inc.

AUM $1.9MTEAM 2REPS 2

La Loma Capital

AUM $1.9MTEAM 1REPS 1

Companions on Your Journey

AUM $1.9MTEAM 1REPS 1

Pantile Investments

Boulder, CO

AUM $1.9MTEAM 4REPS 1

Fintech Wealth Management, LLC

AUM $1.9MTEAM 1REPS 1

Lakeside North Capital Advisors, LLC

AUM $1.9MTEAM 1REPS 1

Smartvalue Investment Management, LLC

AUM $1.9MTEAM 1REPS 1

Savvyfi

Franklin, TN

AUM $1.9MTEAM 15REPS 2

Wise Asset Management L.L.C.

AUM $1.9MTEAM 1REPS 1

Helping Hand Financial, LLC

Greenwood, IN

AUM $1.9MTEAM 2REPS 2

Roud Financial Services, LLC

AUM $1.9MTEAM 1REPS 1

NU Paradigm Investment Partners L.L.C.

AUM $1.9MTEAM 2REPS 2

North Shore Wealth Management

Westford, MA

AUM $1.9MTEAM 1REPS 1

JSW Global Capital Group

Fresno, CA

AUM $1.9MTEAM 1REPS 1

Net Income LLC

Cheyenne, WY

AUM $1.9MTEAM 1REPS 1

Stebnicki Financial Planning

AUM $1.9MTEAM 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

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