RIAs: Under $100M AUM

12,924 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Rattlesnake Creek Capital LLC

Seattle, WA

AUM $21.8MTEAM 2REPS 2

Kevin Clariday Investment Advisor

AUM $21.8MTEAM 1REPS 1

Cayden Wealth Management

Broomfield, CO

AUM $21.8MTEAM 3REPS 3

Washington Peak Investment Advisors LLC

Waterville Valley, NH

AUM $21.8MTEAM 1REPS 1

Mertz Capital

AUM $21.8MTEAM 1REPS 1

Draco Evolution

Taipei City

AUM $21.8MTEAM 9REPS 4

Cornell Capital Management

AUM $21.8MTEAM 1REPS 1

Kevin Hebson & Company

Winnetka, IL

AUM $21.7MTEAM 1REPS 1

K.J. Harrison & Partners (USA) Inc.

Toronto On

AUM $21.7MTEAM 10REPS 9

Orchard Financial

Austin, TX

AUM $21.7MTEAM 2REPS 1

The Davenport Financial Group, Inc.

Dayton, OH

AUM $21.7MTEAM 1REPS 1

Cherry Creek Financial Advisors, Inc.

AUM $21.7MTEAM 1REPS 1

Land Advisory Co, LLC

Saint Louis, MO

AUM $21.7MTEAM 3REPS 3

Wealth Financial Group West, Inc.

Costa Mesa, CA

AUM $21.7MTEAM 4REPS 2

Overson Advisory Group

Mesa, AZ

AUM $21.7MTEAM 3REPS 1

Huber, Cardono, Moring & Richter, L.P.

AUM $21.7MTEAM 1REPS 3

Cedarline Capital

AUM $21.7MTEAM 1REPS 1

A & C Investment, Inc.

AUM $21.7MTEAM 1REPS 1

Harris Harper Counsel, Inc.

AUM $21.7MTEAM 1REPS 1

Reach Strategic Wealth LLC

AUM $21.7MTEAM 1REPS 1

Gurnee Group, LLC

Toledo, OH

AUM $21.7MTEAM 4REPS 1

Cahaba Capital

AUM $21.7MTEAM 1REPS 3

Lake Park Advisors

Johnson City, TN

AUM $21.7MTEAM 2REPS 2

Asesoria Financiera Independiente, Inc.

AUM $21.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,031 FIRMS

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