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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- 7469Byrne Financial Freedom, LLCWealth managerWrap sponsorHybrid$546M
- 7470Mach-1 Financial Group, LLCWealth managerWrap sponsorHybrid$546M
- 7473Legacy WealthWealth managerWrap sponsorHybrid$546M
- 7474Wellington Shields & Co., LLCBroker-dealer firmHybrid$546M
- 747725 FinancialWealth managerHybrid$545M
- 7491Palumbo Wealth Management LLCWealth managerHybrid$543M
- 7495Common Cents PlanningWealth managerHybrid$542M
- 7504Andalusian Credit Partners, LLCAsset managerHybrid$541M
- 7505Northmarq Fund Management, LLCPrivate fund adviserHybridNo custodian reported$541M
- 7515Herold Advisors, Inc.Broker-dealer firmHybridHerold & Lantern Investments, Inc., clears through Pershing$540M
- 7517Spirit of America Management CorpAsset managerHybridDavid Lerner Associates, Inc., clears through RBC Capital Markets$540M
- 7519Dynamic Financial GroupWealth managerHybrid$540M
- 7522K Fund Capital Management, LLCPrivate fund adviserHybridNo custodian reported$539M
- 7524Black Knight Wealth Management, LLCWealth managerHybrid$539M
- 7525Access WealthWealth managerHybrid$539M
- 7530Harbourvest Registered AdvisersAsset managerHybridNo custodian reported$539M
- 7540Aecom-Canyon Partners Real Estate Fund Advisors LLCPrivate fund adviserHybridCP Investments, LLCNo custodian reported$537M
- 7543Hinds Financial Group IncWealth managerHybrid$537M
- 7549Bright Rock Capital Management LLCBroker-dealer firmHybridNo custodian reported$536M
- 7550Legacy Capital Group California, Inc.Asset managerHybrid$536M
- 7554Triagen Wealth Management LLCWealth managerHybrid$535M
- 7555Financial Innovations, LLCWealth managerHybrid$535M
- 7556National Wealth Management Group, LLCWealth managerHybrid$535M
- 7560USA Financial Formulas CorporationWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.$534M
- 7563Robertson Investment ManagementWealth managerHybrid$534M
- 7565Jacksonville Wealth ManagementWealth managerWrap sponsorHybrid$534M
- 7574Consultiva Wealth Management, Corp.Broker-dealer firmHybridSavile Capital Markets LLC, clears through RBC Capital Markets, StoneX$533M
- 7576Brophy Wealth Management, LLCWealth managerWrap sponsorHybrid$533M
- 7582DST Wealth Management LLCWealth managerHybrid$532M
- 7583Elevated Financial GroupWealth managerHybrid$532M
- 7591Titan Retirement Advisors LLCAsset managerHybrid$531M
- 7592RAI WealthWealth managerHybrid$531M
- 7594Securitize Capital LLCPrivate fund adviserHybridSecuritize Markets, LLCNo custodian reported$530M
- 7600Denver Wealth Management, Inc.Wealth managerHybrid$530M
- 7601Gagnon Securities, LLCBroker-dealer firmHybrid$530M
- 7604Barrett & CompanyBroker-dealer firmHybrid$530M
- 7607Benedict Financial Advisors, Inc.Wealth managerWrap sponsorHybrid$529M
- 7627Compass Group Investments Solutions LLCWealth managerPublic-company ownedHybridCG Compass (USA) LLC, clears through Pershing$527M
- 7631One BOW River Advisers, LLC.Private fund adviserHybridNo custodian reported$526M
- 7634Macquarie Asset Management Credit Advisers US, LLCPrivate fund adviserHybridMacquarie Capital (USA) Inc., Macquarie Infrastructure and Real Assets (sales) Canada LTD$526M
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