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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- 9755Vinci Partners USAAsset managerHybridCG Compass (USA) LLC, Vinci Assessoria Financeira Ltda., clears through Pershing$327M
- 9758Mpwm Advisory Solutions LLCWealth managerWrap sponsorHybrid$327M
- 9759Avondale Wealth Management LLCWealth managerHybrid$327M
- 9761Vantage Point Wealth ManagementWealth managerHybrid$327M
- 9762Law & Associates IncWealth managerHybrid$327M
- 9769Bay Rivers Group Wealth PartnersWealth managerHybrid$326M
- 9784Treiberg Wealth ManagementWealth managerWrap sponsorHybrid$325M
- 9785Converse Team Financial Services, LLCAsset managerHybridNo custodian reported$325M
- 9786Universal Financial Services Inc.Broker-dealer firmHybridNo custodian reported$325M
- 9787Whipplewood Advisors, LLCWealth managerHybrid$325M
- 9789EKS AssociatesWealth managerHybrid$324M
- 9799Choice Wealth Advisors LLCWealth managerHybrid$323M
- 9805Oriental TrustAsset managerHybridOriental Financial Services LLCNo custodian reported$323M
- 9819Stewardship Advisory Group, LLCWealth managerHybrid$322M
- 9820Wealth Asset ManagersBroker-dealer firmHybrid$322M
- 9822Emerson Equity LLCBroker-dealer firmHybrid$322M
- 9823B.B. Graham & Company, Inc.Broker-dealer firmHybridNo custodian reported$322M
- 9827Asset Preservation Group IncWealth managerWrap sponsorHybrid$321M
- 9829Strategic Financial Partners, LTDWealth managerHybrid$321M
- 9831Toomey Investment Management, IncWealth managerHybrid$321M
- 9833Meadowbrook AdvisorsWealth managerHybrid$321M
- 9842Adasina Social CapitalAsset managerHybrid$320M
- 9848Secura FinancialWealth managerHybridHarry Barth, Kraig Strom$320M
- 9849Lantern Wealth Advisors, LLCWealth managerHybridHerold & Lantern Investments, Inc., Percheron Asset Management Group, Inc., clears through Pershing$320M
- 9851Alpha Wealth Management and Planning LLCWealth managerWrap sponsorHybrid$320M
- 9852Atomic Invest LLCAsset managerHybridAtomic Brokerage LLC, clears through Pershing$320M
- 9854Arroyo Investment Group, LLCWealth managerHybridCapital Research Brokerage Services, LLCNo custodian reported$319M
- 9855Optivest, Inc.Wealth managerHybrid$319M
- 9860Valuewealth Services, LLCWealth managerHybridNo custodian reported$319M
- 9874Caim LLCAsset managerHybrid$318M
- 9878Three Cord True Wealth Management, LLCWealth managerWrap sponsorHybrid$318M
- 9883Macquarie Capital Partners LLCPrivate fund adviserHybridMacquarie Capital (USA) Inc., Macquarie Capital (europe) LimitedNo custodian reported$318M
- 9884Wealth Pro Advisors, Inc.Wealth managerHybrid$317M
- 9890Redwood Wealth Management Group, LLCWealth managerHybrid$317M
- 9893Swisher Financial Concepts, Inc.Wealth managerHybrid$317M
- 9898The Mustico Financial Group, Inc.Wealth managerHybrid$317M
- 9899Duet Advisory Services LLCWealth managerHybrid$316M
- 9911Proactive Wealth Strategies, LLCWealth managerWrap sponsorHybrid$316M
- 9912Sparta Wealth PartnersWealth managerHybrid$316M
- 9920Accelerate RetirementWealth managerHybrid$315M
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