RIAs: Under $100M AUM

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

Scundi Investment Management, LLC

AUM $500KTEAM 1REPS 1

Bluefin Investment Management, LLC

AUM $500KTEAM 1REPS 1

Innovator Wealth Advisor, LLC

Beaverton, OR

AUM $500KTEAM 1REPS 1

Myers Capital Management, Inc

AUM $497KTEAM 3REPS 1

Banner Investment Consultants

AUM $495KTEAM 1REPS 1

Growth Equity Management, Inc.

AUM $495KTEAM 1REPS 1

Sherwood Wealth Management

AUM $492KTEAM 1REPS 1

Scionai

AUM $491KTEAM 1REPS 1

Investable

AUM $490KTEAM 4REPS 3

NCT Advisors

AUM $487KTEAM 1REPS 1

Oceanair Wealth

AUM $486KTEAM 1REPS 1

Mahogany Financial Strategies LLC

AUM $486KTEAM 1REPS 1

CV Securities Analysis, LLC

AUM $486KTEAM 1REPS 1

Millennium Personal Finance, LLC

Ypsilanti, MI

AUM $485KTEAM 2REPS 3

Beyond Borders Investment Strategies, LLC

AUM $483KTEAM 1REPS 1

Orgallic Wealth

Mc Kinney, TX

AUM $482KTEAM 1REPS 1

Cedar Grove Capital Management

AUM $480KTEAM 1REPS 1

Xwealth

Newport Beach, CA

AUM $480KTEAM 1REPS 1

Trammell Wealth

AUM $478KTEAM 1REPS 1

Coffman Wealth Advisors, LLC

Poplar Bluff, MO

AUM $477KTEAM 2REPS 5

Legacy Advisors

AUM $476KTEAM 1REPS 1

Wells Street Advisors, LLC

Chicago, IL

AUM $475KTEAM 2REPS 2

Avant Garde Capital

Atlanta, GA

AUM $472KTEAM 3REPS 2

Park 10 Financial LLC

Houston, TX

AUM $468KTEAM 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?