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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- 5069Arden Fund Management, LLCPrivate fund adviserHybridNo custodian reported$1.1B
- 5079Berkeley Capital Partners, LLCWealth managerHybrid$1.1B
- 5082Integrity Advisory SolutionsWealth managerHybridIntegrity Alliance, LLC, Integrity Capital, LLC$1.1B
- 5083Coppell Advisory Solutions LLCWealth managerHybrid$1.1B
- 5084SB Advisory, LLCWealth managerHybridSAN Blas Securities LLC$1.1B
- 5101PKS Advisory Services, LLCWealth managerPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)$1.1B
- 5122Lineweaver Wealth AdvisorsWealth managerHybrid$1.1B
- 5127Austin Wealth Management, LLCWealth managerHybrid$1.1B
- 5129Nfsg CorporationWealth managerWrap sponsorHybridNewbridge Securities Corporation, clears through Axos Clearing$1.1B
- 5130BPS Wealth Advisors, Inc.Asset managerHybrid$1.1B
- 5131Sovereign Financial Group, Inc.Wealth managerHybrid$1.1B
- 5133TitanWealth managerWrap sponsorHybridTitan Global Technologies LLC, clears through Apex Clearing$1.1B
- 5136CIM Capital IC Management, LLCPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTDNo custodian reported$1.1B
- 5142Goldstein Advisors, LLCWealth managerHybridKestra Investment Services, LLC$1.1B
- 5145Concentus Wealth AdvisorsWealth managerHybrid$1.1B
- 5147Horizon Wealth ManagementWealth managerWrap sponsorHybrid$1.1B
- 5150Sterling Investment Advisors LTD.Wealth managerHybrid$1.1B
- 5153AMB Wealth, LLCWealth managerHybridAllen, Mooney & Barnes Brokerage Services, LLC$1.1B
- 5166Balboa Wealth Partners, Inc.Wealth managerHybrid$1.1B
- 5168Concord Wealth PartnersWealth managerHybrid$1.1B
- 5169Jackson Wealth Management, LLCWealth managerHybrid$1.1B
- 5181Wedbush Fund Advisers, LLCAsset managerHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, WedbushNo custodian reported$1.1B
- 5185NPA Asset Management, LLCBroker-dealer firmHybridNationwide Planning Associates Inc.No custodian reported$1.1B
- 5191Vestia Personal Wealth AdvisorsWealth managerHybrid$1.1B
- 5200Clearview Financial PartnersWealth managerHybrid$1.1B
- 5201BOK Financial AdvisorsBroker-dealer firmHybridBokf, NA, Cavanal Hill Distributors, Inc,$1.1B
- 5203Twin Oak ETF CompanyAsset managerHybridNo custodian reported$1.1B
- 5222GR Financial Group, LLCWealth managerHybrid$1.1B
- 5224Faithward Advisors, LLCWealth managerHybrid$1.1B
- 5226Liberty One Investment ManagementAsset managerHybrid$1.1B
- 5232Southern Financial Group, LLCWealth managerHybrid$1.1B
- 5237QP Global Family Offices, LLCWealth managerHybridNo custodian reported$1.0B
- 5239Matauro, LLCWealth managerHybrid$1.0B
- 5246Weaver Consulting Group, LLCWealth managerWrap sponsorHybrid$1.0B
- 5250Three Bridge Wealth AdvisorsWealth managerHybrid$1.0B
- 5251Marble Wealth, LLCWealth managerWrap sponsorHybrid$1.0B
- 5259Red Oak Financial GroupWealth managerHybrid$1.0B
- 5267MPM Wealth AdvisorsWealth managerHybrid$1.0B
- 5273Toews Asset ManagementAsset managerHybrid$1.0B
- 5278Fort Sheridan Advisors LLCWealth managerHybrid$1.0B
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