RIAs: Under $100M AUM

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

Oresund Capital LLC

AUM $20.8MTEAM 1REPS 1

Aspen Ridge Wealth Management, LLC

South Jordan, UT

AUM $20.8MTEAM 2REPS 2

Waypoint Strategic Wealth LLC

AUM $20.7MTEAM 1REPS 1

Mcnaron Group, Inc.

Anniston, AL

AUM $20.7MTEAM 3REPS 2

Design Asset Management, LLC

AUM $20.7MTEAM 1REPS 1

Semrod Capital LLC

AUM $20.7MTEAM 1REPS 1

Zeniki Wealth

Tampa, FL

AUM $20.7MTEAM 1REPS 1

Migration Wealth Management, LLC

AUM $20.7MTEAM 2REPS 1

Leadership Financial Advisors, LLC

Plano, TX

AUM $20.7MTEAM 1REPS 1

Childfree Wealth

AUM $20.7MTEAM 10REPS 4

Amin Khakiani

AUM $20.7MTEAM 1REPS 1

Alpha Rush, LLC

San Mateo, CA

AUM $20.7MTEAM 1REPS 1

N.A.S. Capital LLC

Portsmouth, NH

AUM $20.7MTEAM 1REPS 1

Sanity Capital Management LLC

AUM $20.7MTEAM 1REPS 1

Keyhouse Analytics Inc.

AUM $20.7MTEAM 1REPS 1

Gentry Financial

AUM $20.7MTEAM 1REPS 1

Aquila Wealth Advisors

San Luis Obispo, CA

AUM $20.7MTEAM 1REPS 1

Stack Asset Management

San Diego, CA

AUM $20.7MTEAM 2REPS 2

Shine Financial Services, LLC

AUM $20.6MTEAM 1REPS 1

Holt Investment Advisors

Manhattan Beach, CA

AUM $20.6MTEAM 1REPS 1

Big Rock Advisors LLC

Sag Harbor, NY

AUM $20.6MTEAM 3REPS 3

Nasche Asset Management LLC

AUM $20.6MTEAM 1REPS 1

Balanced View Capital, LLC

AUM $20.6MTEAM 1REPS 1

Brickster Capital LLC

AUM $20.6MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,773 FIRMS $500M – $1BReported AUM2,407 FIRMS $1B – $5BReported AUM3,231 FIRMS Over $5BReported AUM2,031 FIRMS

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