RIAs: Under $100M AUM

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

Summer Fields Investments, LLC

AUM $30.2MTEAM 1REPS 1

River Investment Corp

Princeton, NJ

AUM $30.1MTEAM 1REPS 1

Clearstone Wealth Management, LLC

Whitefish, MT

AUM $30.1MTEAM 1REPS 1

Third Day Capital Management, LLC

Denver, CO

AUM $30.1MTEAM 1REPS 1

Alpha Mode Capital LLC

AUM $30.1MTEAM 1REPS 1

Parrot Finance, Inc.

AUM $30.1MTEAM 5REPS 3

Rising Capital Inc.

Mill Valley, CA

AUM $30.1MTEAM 1REPS 1

Red Clover Wealth Management, LLC

AUM $30.1MTEAM 1REPS 1

Exos Wealth Strategies, LLC

AUM $30.1MTEAM 5REPS 4

Gwynedd Wealth Partners, LLC

Plymouth Meeting, PA

AUM $30.1MTEAM 2REPS 2

NO Other Primary Business Name

AUM $30.1MREPS 1

Riverwood Capital Advisors, LLC

AUM $30.1MTEAM 1REPS 1

Oakwood Wealth Advisors Ltd.

AUM $30.1MTEAM 1REPS 1

Epiphany Wealth Management

Houston, TX

AUM $30.1MTEAM 1REPS 1

Osprey Capital Management, LLC

Rock Hall, MD

AUM $30.1MTEAM 1REPS 1

Sterling Advisory Group LLC

Southfield, MI

AUM $30.1MTEAM 1REPS 1

Servus Capital Management

Lynchburg, VA

AUM $30.1MTEAM 1REPS 1

147th Group LLC

AUM $30.1MTEAM 1REPS 1

Kapok Capital LLC

AUM $30.1MTEAM 1REPS 1

PIP Capital & Consulting, LLC

AUM $30.1MTEAM 1REPS 1

Howard Financial

Bakersfield, CA

AUM $30.1MTEAM 1REPS 1

Riser Investing, LLC

AUM $30.1MTEAM 1REPS 1

Maxwell Family Office, LLC

AUM $30MTEAM 1REPS 1

JD Investment Management, LLC

Cottonwood Heights, UT

AUM $30MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,828 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,227 FIRMS Over $5BReported AUM2,035 FIRMS

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