RIAs: Under $100M AUM

12,986 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Zero Day Capital Enterprises LLC

AUM $30.7MTEAM 16REPS 16

Hoku Partners LLC

AUM $30.7MTEAM 1REPS 1

Cascade Wealth LLC

AUM $30.7MTEAM 1REPS 1

Prism Financial Group, LLC

AUM $30.7MTEAM 2REPS 2

IFL Financial Advisors

AUM $30.7MTEAM 1REPS 1

Azure Wealth Management

Saint Paul, MN

AUM $30.7MTEAM 2REPS 2

Outlook Financial Services

Anchorage, AK

AUM $30.7MTEAM 1REPS 2

Wealthness LLC

Boonton, NJ

AUM $30.7MTEAM 1REPS 1

Wharton Wealth Planning, LLC

New York, NY

AUM $30.7MTEAM 1REPS 1

GEM Street Capital Management

AUM $30.6MTEAM 1REPS 1

Sykes Financial Services

AUM $30.6MTEAM 1REPS 1

Edward R. Wildman, Cpa, LLC

AUM $30.6MTEAM 1REPS 1

Meridan Capital, LLC

AUM $30.6MTEAM 1REPS 1

Wykrent, Damon

Flower Mound, TX

AUM $30.6MTEAM 1REPS 1

Old Field Advisors LLC

AUM $30.6MTEAM 1REPS 1

JBA Financial Advisors

Timonium, MD

AUM $30.6MTEAM 1REPS 1

Prudent Money Financial Services

Addison, TX

AUM $30.6MTEAM 1REPS 2

Cecil Wealth

AUM $30.6MTEAM 1REPS 1

Three Waters Financial

AUM $30.6MTEAM 1REPS 1

Demland Wealth LLC

Defiance, OH

AUM $30.6MTEAM 2REPS 2

One Brick Planning & Consulting, LLC

Greenwood Village, CO

AUM $30.5MTEAM 3REPS 2

Mchenry Capital, L.L.C.

Leavenworth, WA

AUM $30.5MTEAM 1REPS 1

Spindletop Commonwealth Advisors LLC

Beaumont, TX

AUM $30.5MTEAM 1REPS 1

RR Portfolios, LLC

Herndon, VA

AUM $30.5MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,657 FIRMS $500M – $1BReported AUM2,405 FIRMS $1B – $5BReported AUM3,230 FIRMS Over $5BReported AUM2,031 FIRMS

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