RIAs: Under $100M AUM

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

Corcovado Investment Advisors, LLC

AUM $1.3MTEAM 1REPS 1

Avertrust Wealth LLC

AUM $1.3MTEAM 1REPS 1

Atip, Inc

AUM $1.3MTEAM 1REPS 1

Dominion Capital Management, LLC

Clinton, OK

AUM $1.3MTEAM 2REPS 1

Mountaintop Wealth

AUM $1.3MTEAM 1REPS 1

Ebbert Asset Management, LP

Knoxville, TN

AUM $1.3MTEAM 1REPS 1

Create My Wealth LLC

AUM $1.3MTEAM 1REPS 1

DNA Financial

Las Vegas, NV

AUM $1.3MTEAM 2REPS 1

Empowering Financial

Lafayette, CA

AUM $1.3MTEAM 1REPS 1

Truetide Wealth

AUM $1.3MTEAM 1REPS 1

Orchid Wealth Management

AUM $1.3MTEAM 1REPS 1

Huayu Tsu Investment Management

AUM $1.3MTEAM 1REPS 1

KRH Investments, LLC

AUM $1.3MTEAM 1REPS 1

Soho Financial Services LLC

Montecito, CA

AUM $1.3MTEAM 2REPS 1

Square Peg Financial Advisory Services, LLC

AUM $1.3MTEAM 1REPS 1

Jondaknows Financial Group, Inc.

Huntington, WV

AUM $1.3MTEAM 1REPS 1

Dark Horse LLC

AUM $1.3MTEAM 1REPS 1

Poise Investment Advisors

AUM $1.3MTEAM 4REPS 2

Simmons Financial Services, Inc.

Richmond, MI

AUM $1.3MTEAM 2REPS 1

OIA Ltd

AUM $1.3MTEAM 1REPS 1

Peter Dag & Associates, Inc.

AUM $1.3MTEAM 1REPS 1

CCM New Opportunities, LLC

Merriam, KS

AUM $1.3MTEAM 4REPS 4

Stravida Wealth LLC

Anaheim, CA

AUM $1.3MTEAM 1REPS 1

Green Wing Financial Solutions LLC

AUM $1.3MTEAM 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?