RIAs: Under $100M AUM

12,908 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Clear Trace, LLC

AUM $21.9MTEAM 1REPS 1

Zone Investment Management, LLC

AUM $21.9MTEAM 1REPS 1

Young Financial Services

AUM $21.9MTEAM 1REPS 1

Forecast Institute, LLC

AUM $21.9MTEAM 1REPS 1

ST. Croix Advisors, LLC

AUM $21.9MTEAM 1REPS 1

Upstate Advisors Group

North Syracuse, NY

AUM $21.9MTEAM 3REPS 2

Globalinvest Financial Services, Inc.

Coral Gables, FL

AUM $21.9MTEAM 1REPS 1

Deller Wealth Management LLC

Royal Oak, MI

AUM $21.9MTEAM 1REPS 1

SAN Blas Capital, LLC

AUM $21.9MTEAM 1REPS 1

Neshaminy Creek Advisors

AUM $21.9MTEAM 1REPS 1

The Butler Group LLC

AUM $21.9MTEAM 1REPS 1

Money Calculus LLC

AUM $21.9MTEAM 1REPS 1

BKS Wealth LLC

AUM $21.9MTEAM 1REPS 1

Pacific Wealth Partners, LLC

AUM $21.8MTEAM 1REPS 1

Ballaster Financial

AUM $21.8MTEAM 1REPS 1

Barrett Wealth Management

Rochester, NY

AUM $21.8MTEAM 1REPS 1

Goydas Capital Investment Management, LLC

AUM $21.8MTEAM 2REPS 2

Montgomery Wealth Management, LLC

Pagosa Springs, CO

AUM $21.8MTEAM 1REPS 1

Vandeventer & Company

Windham, NH

AUM $21.8MTEAM 1REPS 1

Modern Wealth LLC

Chandler, AZ

AUM $21.8MTEAM 3REPS 4

Kevin Clariday Investment Advisor

AUM $21.8MTEAM 1REPS 1

Rattlesnake Creek Capital LLC

Seattle, WA

AUM $21.8MTEAM 2REPS 2

Cayden Wealth Management

Broomfield, CO

AUM $21.8MTEAM 3REPS 3

Washington Peak Investment Advisors LLC

Waterville Valley, NH

AUM $21.8MTEAM 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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