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.
3,733 firms manage $117.7 trillionhybrid
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- 1007Ark InvestAsset managerHybrid$16B
- 1008Morgan Stanley Infrastructure Inc.Private fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLCNo custodian reported$16B
- 1012Msref Real Estate Advisor, Inc.Private fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLCNo custodian reported$16B
- 1015Concurrent Investment Advisors, LLCWealth managerWrap sponsorHybrid$16B
- 1022Blackstone Strategic Capital Advisors, L.L.C.Private fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTDNo custodian reported$16B
- 1025Primerica AdvisorsBroker-dealer firmHybridPfsl Investments Canada LTD., Primerica Brokerage Services, Inc., clears through Pershing$16B
- 1027Osaic Advisory Services, LLCWealth managerHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.$15B
- 1028IntechAsset managerHybrid$15B
- 1037Cavanal Hill Investment Management, Inc.Asset managerHybridBOK Financial Securities, Inc., Bokf, NA$15B
- 1039Nationwide Asset Management, LLCAsset managerHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation$15B
- 1040Blackstone Ireland LimitedPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.$15B
- 1042Onepoint BFG Wealth PartnersWealth managerWrap sponsorHybrid$15B
- 1049Wolverine Asset Management, LLCPrivate fund adviserHybridWolverine Execution Services, LLC, Wolverine Trading UK, Limited, clears through RBC Capital Markets, Goldman Sachs, BofA SecuritiesNo custodian reported$15B
- 1053Atlanta Consulting Group Advisors, LLCAsset managerHybrid$15B
- 1058Zacks Investment Management, Inc.Asset managerHybridLbmz Securities, Inc., clears through Interactive Brokers$15B
- 1059Napier Park Global Capital (US) LPPrivate fund adviserHybridFEF Distributors, LLC$15B
- 1062Crow Holdings CapitalPrivate fund adviserHybridCrow Holdings Securities, L.L.C.No custodian reported$14B
- 1063Cliftonlarsonallen Wealth Advisors, LLCBroker-dealer firmHybridNo custodian reported$14B
- 1066Prospera Financial Services, Inc.Broker-dealer firmHybrid$14B
- 1075BSP NY LLCPrivate fund adviserHybridFranklin Distributors, LLC$14B
- 1077Congress Asset Management Company, LLPAsset managerHybrid$14B
- 1082Oaktree Fund Advisors, LLCAsset managerHybridOCM Investments, LLCNo custodian reported$14B
- 1083Meritage Group LPPrivate fund adviserHybridNo custodian reported$14B
- 1085Franklin Advisory Services, LLCAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) LimitedNo custodian reported$14B
- 1089Related Fund Management, LLCPrivate fund adviserHybridSand Capital LLC$14B
- 1090Redbird Capital Partners Management LLCPrivate fund adviserHybridRedbird BD, LLCNo custodian reported$14B
- 1097Coldstream Wealth ManagementWealth managerHybridColdstream Securities, Inc.$14B
- 1098Ullico Investment Advisors, Inc.Private fund adviserHybridUllico Investment Company, LLC$14B
- 1102Dynasty Wealth Management, LLCAsset managerHybridDynasty Securities, LLC$14B
- 1104Capacuity LLCAsset managerHybridCapacuity Securities, Inc.No custodian reported$14B
- 1105Madison Investment Advisors, LLCAsset managerHybridMFD Distributor, LLC$14B
- 1108Goldman Sachs Asset Management (singapore) PTE. LTD.Private fund adviserHybridFolio Investments, Inc., Goldman Sachs & Co. LLC$14B
- 1112Ameritas Advisory Services, LLCWealth managerHybridAmeritas Investment Company, LLC, clears through National Financial Services (Fidelity)$14B
- 1115Clearbrook Investment Consulting LLCAsset managerHybrid$14B
- 1117Centersquare Investment Management LLCAsset managerHybrid$14B
- 1127Kestra Private Wealth Services, LLCWealth managerHybridKestra Investment Services, LLC$13B
- 1131AcornsWealth managerWrap sponsorHybridAcorns Securities, LLC, clears through RBC Capital MarketsNo custodian reported$13B
- 1137Eagle Point Credit Management LLCAsset managerHybridEagle Point Securities LLC, SPC Capital Markets LLC$13B
- 1139Redding Ridge Asset Management (UK) LLPPrivate fund adviserHybridNo custodian reported$13B
- 1143Smith Capital Investors, LLCAsset managerHybridNo custodian reported$13B
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