RIAs: Under $100M AUM

12,973 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.

Eighth Wonder Investments

Fargo, ND

AUM $12.8MTEAM 2REPS 2

JLP Investments

Jacksonville, FL

AUM $12.8MTEAM 2REPS 2

Bespoke Financial Planning, LLC

AUM $12.8MTEAM 1REPS 1

Enroute Wealth Management, LLC

AUM $12.8MTEAM 1REPS 1

Alpha Capital Wealth Advisors, LLC

AUM $12.8MTEAM 1REPS 1

Anchor Financial Services, Cpa, Pa

Stuart, FL

AUM $12.8MTEAM 1REPS 1

Your Family Matters, LLP

Cordova, TN

AUM $12.8MTEAM 3REPS 3

Financial Prescriptions, LLC

AUM $12.8MTEAM 1REPS 1

Evergreen Ria, LLC

AUM $12.8MTEAM 1REPS 1

Teton Crest Wealth Planning

Idaho Falls, ID

AUM $12.8MTEAM 1REPS 1

Hynes Advisory Group LLC

Saint Louis, MO

AUM $12.8MTEAM 2REPS 2

Private Wealth Advisors

Boise, ID

AUM $12.8MTEAM 1REPS 1

Ironwood Capital Management, LLC

AUM $12.8MTEAM 1REPS 1

Purpose Wealth

AUM $12.8MTEAM 1REPS 1

Savings Coach, LLC

Troy, MI

AUM $12.8MTEAM 2REPS 2

Wolff Financial Advisors, LLC

Broomfield, CO

AUM $12.8MTEAM 1REPS 1

Gien Capital Management LLC

AUM $12.8MTEAM 2REPS 2

Chessie Advisors, LLC

AUM $12.8MTEAM 1REPS 1

Spark Asset Management Group

Statesville, NC

AUM $12.8MTEAM 2REPS 3

Castellan Financial Advisors

AUM $12.8MTEAM 1REPS 2

Page Financial Services, LLC

Louisville, KY

AUM $12.8MTEAM 1REPS 1

Avere Wealth Management, LLC

Atlanta, GA

AUM $12.8MTEAM 1REPS 1

ILS Financial, LLC

Omaha, NE

AUM $12.8MTEAM 1REPS 1

Awareness Wealth Advisors, Inc.

AUM $12.8MTEAM 1REPS 1

Other AUM ranges

$100M – $500MReported AUM7,658 FIRMS $500M – $1BReported AUM2,397 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

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