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
- 10953Tudor Financial, Inc.Wealth managerHybrid$256M
- 10956Richardson Financial ServicesWealth managerHybrid$256M
- 10961Five Talents Financial Management Group LLCWealth managerHybrid$256M
- 10962Swbc Investment CompanyBroker-dealer firmHybridSwbc Investment Services, LLC, clears through Pershing$256M
- 10965Certis Capital Management, Inc.Wealth managerHybrid$256M
- 10967Peakstone Financial AdvisorsWealth managerWrap sponsorHybrid$256M
- 10985Modern Capital Advisors, LLCBroker-dealer firmHybridLiberty Partners Financial Services, LLC, Modern Capital Securities Inc.$255M
- 10994Westpark Wealth Advisors, Inc.Wealth managerHybridNo custodian reported$254M
- 11002Westco Advisory Services, Inc.Wealth managerHybridWestco Investment Corp.$254M
- 11021MHS Advisory Services, LLCWealth managerHybrid$253M
- 11042Winters Financial Group, Inc.Wealth managerHybrid$252M
- 11045QCA Capital Management IncBroker-dealer firmHybridQuincy Cass Associates, Incorporated, clears through National Financial Services (Fidelity)$252M
- 11048Baird Venture Partners Management Company IV, LLCPrivate fund adviserHybridRobert W. Baird & Co. IncorporatedNo custodian reported$252M
- 11052Murphy Wealth Management GroupWealth managerHybrid$252M
- 11053Coinshares Asset Management (US) LLCAsset managerHybridCoinshares Capital LLCNo custodian reported$252M
- 11054Advanced Financial Strategies IncWealth managerHybrid$252M
- 11055Research Financial StrategiesWealth managerHybrid$252M
- 11066Peterson Wealth Management, LLCWealth managerHybrid$251M
- 11070M Premier PartnersWealth managerHybrid$251M
- 11074Teton Advisors, LLCAsset managerHybridG.distributors, LLC, G.research, LLCNo custodian reported$251M
- 11078Liberty Forge LLCWealth managerHybrid$251M
- 11090Fisher & Wiens Wealth Management, LLCWealth managerHybrid$250M
- 11103QSO Capital Management LLCPrivate fund adviserHybridNo custodian reported$250M
- 11107Dean Wealth Partners, LLCWealth managerHybrid$250M
- 11113Summit Wealth Management Group, Inc.Wealth managerHybrid$250M
- 11117Prairie Rivers Investments, LLCWealth managerWrap sponsorHybrid$249M
- 11122SAF Advisors LLCPrivate fund adviserHybridSAF Financial Securities LLCNo custodian reported$249M
- 11131DWD Portfolio Solutions, Inc.Wealth managerHybrid$248M
- 11140EverspireWealth managerHybridM. H. Leblang, Inc.$248M
- 11150BPP Wealth Solutions, LLCWealth managerHybrid$247M
- 11153Anchor Bay Capital, Inc.Wealth managerHybridAnchor Bay Securities, LLC$247M
- 11158Northern Edge Wealth ManagementWealth managerHybrid$247M
- 11159Eudaimonia Asset Management, LLCWealth managerHybridNo custodian reported$247M
- 11171McKinney Capital ManagementWealth managerHybrid$246M
- 11172NefpgWealth managerHybrid$246M
- 11181GLC Investment Advisors, LLCPrivate fund adviserHybridGLC Securities, LLCNo custodian reported$246M
- 11185Alternative Fund Advisors, LLCAsset managerHybridNo custodian reported$246M
- 11188RM Financial Services, LLCWealth managerHybrid$245M
- 11191Cannon Wealth Management ServicesWealth managerHybrid$245M
- 11193W Advisors LLCWealth managerHybrid$245M
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