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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 10756WIN Advisors, IncWealth managerHybridAbacus Investments, Inc., GWN Securities Inc., clears through Hilltop Securities$267M
- 10758GQG Private Capital Solutions LLCPrivate fund adviserHybridNo custodian reported$267M
- 10762Live Oak Investment PartnersWealth managerHybrid$266M
- 10764Harbour Wealth Management Group, Inc.Wealth managerWrap sponsorHybrid$266M
- 10781Echelon GroupAsset managerHybrid$265M
- 10786Innova AdvisorsAsset managerHybridAtlantis Global Investors, Auerbach Grayson & Company LLC$265M
- 10792BNB Wealth Mangagement, LLCWealth managerWrap sponsorHybrid$265M
- 10796The Salient Zarvona Energy Fund GP, L.P.Private fund adviserHybridSalient Capital L.P.No custodian reported$264M
- 10800Wilon Wealth ManagementWealth managerHybrid$264M
- 10803Highstone GroupWealth managerHybridNo custodian reported$264M
- 10806Bankplus Wealth AdvisorsWealth managerBank-affiliatedHybrid$264M
- 10810Harmony Point Wealth Advisors, Inc.Wealth managerHybrid$263M
- 10819Redwood Financial NetworkWealth managerHybrid$263M
- 10822Newport Wealth Advisors, Inc.Broker-dealer firmHybrid$263M
- 10823Tamalpais Asset ManagementWealth managerHybrid$263M
- 10834Timecapital Investor Advisory Services IncWealth managerHybridTimecapital Securities Corporation$262M
- 10837Allied Asset Advisors IncAsset managerHybridNo custodian reported$262M
- 10838Bradford Financial Services CorpWealth managerHybridOsaic Wealth, Inc.No custodian reported$262M
- 10840Kiplinger Wealth AdvisorsWealth managerWrap sponsorHybrid$262M
- 10844WJ Wealth ManagementWealth managerWrap sponsorHybrid$262M
- 10847Wellington Investment AdvisorsWealth managerHybrid$261M
- 10849Plante Moran Real Estate Investment AdvisorsAsset managerHybridP & M Corporate Finance, LLC, Plante Moran Insurance Agency Services, LLCNo custodian reported$261M
- 10852Financial Designs Wealth ManagementWealth managerHybrid$261M
- 10859GLR PartnersWealth managerHybrid$261M
- 10860DCM Advisors, LLCAsset managerHybridCaledonia Sociedad De Valores, S.A., Dinosaur Financial Group, L.l.c$261M
- 10866Brendel Financial Advisors LLCWealth managerHybrid$260M
- 10869Greenstone Belt Wealth Advisors, LLCWealth managerWrap sponsorHybrid$260M
- 10883Churchill Ncpe Advisor LLCPrivate fund adviserHybridNuveen Securities, LLCNo custodian reported$259M
- 10896Cobblestone Asset ManagementWealth managerHybridNo custodian reported$259M
- 10898724 Capital, LLCWealth managerWrap sponsorHybrid$259M
- 10901Pacific Capital AssociatesWealth managerHybrid$259M
- 10907Equity Wealth Partners, LLCWealth managerHybrid$259M
- 10909Redwood Family Wealth LLCWealth managerHybrid$259M
- 10910Nabity-Jensen Investment Management, Inc.Wealth managerHybrid$258M
- 10913McDonough Capital Management, Inc.Wealth managerHybrid$258M
- 10916Bruce G. Allen Investments, LLCWealth managerHybrid$258M
- 10923Schaeffer Financial LLCWealth managerHybrid$258M
- 10928Wilkins Miller Wealth Management, LLCWealth managerHybrid$257M
- 10935W&s Brokerage Services, Inc.Broker-dealer firmHybridTouchstone Securities, LLCNo custodian reported$257M
- 10947CMG Capital Management Group, Inc.Wealth managerHybrid$257M
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