Free from Atlas · SEC filings as of October 1, 2026
The RIA database
Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics
- Registered RIAs
- 17,210
- Regulatory AUM
- $177.9T
- Use more than one custodian
- 4,024
- Hybrid
- 3,733
Where their clients’ assets sit. Select a custodian to filter the list.
Filters1
Every investment adviser registered with the SEC, from its latest Form ADV. Advisers registered only with a state aren’t in the SEC’s data. For news on a firm, see Firms we cover; each firm we report on links to its record here.
2,436 firms manage $136.7 trillionaffiliated broker-dealer
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- 1993First Sentier InvestorsPrivate fund adviserHybridNo custodian reported$5.4B
- 1994Bain Capital Insurance Solutions, LPPrivate fund adviserHybridBain Capital Markets, LLC$5.4B
- 1996Blackstone Alternative Investment Advisors LLCAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTDNo custodian reported$5.4B
- 2000Cohen & Steers UK LimitedAsset managerAffiliated broker-dealerCohen & Steers Securities, LLC$5.4B
- 2003Frost Investment Advisors, LLCAsset managerHybridFrost Brokerage Services, Inc., clears through National Financial Services (Fidelity)$5.4B
- 2007Aliya Capital Partners LLCPrivate fund adviserAffiliated broker-dealerLeste USA, LLC$5.3B
- 2008Mackenzie Investments Europe LimitedPrivate fund adviserAffiliated broker-dealerIG Wealth Management Inc., Mackenzie Financial Corporation$5.3B
- 2011Polus Capital Management LimitedPrivate fund adviserHybridBanca Monte DEI Paschi DI Siena S.P.A., Mediobanca - Banca DI Credito Finanziario S.P.A.No custodian reported$5.3B
- 2014Pictet North America Advisors SAWealth managerBank-affiliatedAffiliated broker-dealerBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA$5.3B
- 2017Alera Investment Advisors, LLCAsset managerHybridAlera Securities LLC$5.3B
- 2018Rehmann WealthWealth managerHybridRehmann Financial Network, LLCNo custodian reported$5.3B
- 2035Linscomb Wealth, Inc.Wealth managerBank-affiliatedAffiliated broker-dealer$5.2B
- 2036Lovell MinnickPrivate fund adviserAffiliated broker-dealerNo custodian reported$5.2B
- 2040Davidson Investment Advisors, Inc.Wealth managerWrap sponsorHybridD.A. Davidson & Co.$5.2B
- 2041Profund Advisors LLCAsset managerHybridProfunds Distributors, Inc.No custodian reported$5.2B
- 2044Baker Tilly Wealth Management, LLCAsset managerHybridBaker Tilly Capital, LLC$5.2B
- 2045Bear Creek Asset Management, LLCAsset managerHybridBear Creek Securities LLC$5.2B
- 2046Investcorp Corsair Infrastructure Partners, L.P.Private fund adviserHybridCorsair Advisors LLC, ICM Nominees Holding LimitedNo custodian reported$5.2B
- 2049Insigneo Advisory Services, LLCAsset managerHybridHencorp, S.a De C.V., Insigneo Securities, LLC, clears through Pershing$5.2B
- 2051Jefferies Investment Advisers LLCAsset managerHybridJefferies LLC$5.2B
- 2052Hines Capital Advisors LLCPrivate fund adviserHybridHines Private Wealth Solutions LLCNo custodian reported$5.1B
- 2053Altamar Partners North America LLCAsset managerAffiliated broker-dealerNo custodian reported$5.1B
- 2055Tectonic Advisors LLCWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC$5.1B
- 2062Corient IA LPPrivate fund adviserAffiliated broker-dealerGlasfunds Securities, LLCNo custodian reported$5.1B
- 2065White Oak Global Advisors, LLCPrivate fund adviserHybridWhite Oak Merchant Partners LLC$5.1B
- 2066DWS Investments Hong Kong LimitedPrivate fund adviserAffiliated broker-dealerDeutsche Bank AG, Deutsche Bank Securities Inc.$5.1B
- 2072Stonex Advisors Inc.Wealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities$5.1B
- 2079TT InternationalPrivate fund adviserAffiliated broker-dealerSmbc Nikko Capital Markets LTD$5.1B
- 2082Oberweis Asset Management IncAsset managerHybridOberweis Securities, Inc.$5.1B
- 2088Newport Group Consulting, LLCAsset managerHybridAscensus Broker Dealer Services, LLC, Kroll Securities LLC$5.1B
- 2094Cain, Watters & Associates, LLCWealth managerBank-affiliatedAffiliated broker-dealerSanders Morris LLC$5.0B
- 2098Coastal Bridge AdvisorsWealth managerAffiliated broker-dealer$5.0B
- 2099Kennedy Capital ManagementAsset managerHybridSanctuary Securities, Inc.$5.0B
- 2103Stifel Independent Advisors, LLCBroker-dealer firmHybridAlliancebernstein Investments, Inc., Bernstein Institutional Services LLCNo custodian reported$5.0B
- 2104SavvyWealth managerHybridSavvy Wealth Management LLC$5.0B
- 2108Gulf International Bank (UK) LimitedAsset managerAffiliated broker-dealerGIB Capital$5.0B
- 2111Atalanta Sosnoff Capital, LLCAsset managerAffiliated broker-dealerEvercore Group L.L.C.$5.0B
- 2114Avenue Capital Management II, L.P.Private fund adviserAffiliated broker-dealerAmroc Investments, LLCNo custodian reported$5.0B
- 2116Northcoast Asset Management LLCWealth managerAffiliated broker-dealer$5.0B
- 2118Southstate Private Capital Management LLCAsset managerHybridSouthstate Securities Corp., clears through Pershing$5.0B
RIAs by state
- Alabama92
- Alaska9
- Arizona212
- Arkansas57
- California1,873
- Colorado359
- Connecticut507
- Delaware39
- District of Columbia59
- Florida1,090
- Georgia331
- Hawaii20
- Idaho54
- Illinois684
- Indiana146
- Iowa91
- Kansas134
- Kentucky85
- Louisiana82
- Maine32
- Maryland227
- Massachusetts627
- Michigan305
- Minnesota276
- Mississippi34
- Missouri196
- Montana24
- Nebraska71
- Nevada77
- New Hampshire78
- New Jersey392
- New Mexico25
- New York2,591
- North Carolina288
- North Dakota9
- Ohio403
- Oklahoma84
- Oregon156
- Pennsylvania564
- PR49
- Rhode Island49
- South Carolina116
- South Dakota14
- Tennessee227
- Texas1,081
- Utah151
- Vermont33
- VI2
- Virginia300
- Washington271
- West Virginia12
- Wisconsin195
- Wyoming25