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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- 11643Cais AdvisorsPrivate fund adviserHybridCais Capital LLC$225M
- 11647The Perspective GroupWealth managerWrap sponsorHybrid$225M
- 11649Edgewater Pro Sports FinancialWealth managerHybrid$225M
- 11657Drawbridge CapitalWealth managerHybridNo custodian reported$225M
- 11662Financial Management, Inc.Asset managerHybridCrews & Associates, Inc.$224M
- 11664Sun Group Wealth Partners LLCWealth managerWrap sponsorHybrid$224M
- 11673Thornburg BOW River Advisers, LLC.Private fund adviserHybridThornburg Investment Management (asia), LTD., Thornburg Securities LLCNo custodian reported$224M
- 11676Mainstream Capital ManagementWealth managerHybrid$224M
- 11679Wealth Teams AllianceWealth managerHybrid$224M
- 11682Pacific Peak Advisors, LLCWealth managerHybrid$224M
- 11687Noble Wealth Management, Inc.Wealth managerHybrid$223M
- 11691Spring Capital ManagementWealth managerWrap sponsorHybrid$223M
- 11694Tortuga Wealth ManagementWealth managerWrap sponsorHybrid$223M
- 11697Davinci Financial DesignsWealth managerWrap sponsorHybrid$223M
- 11712Maclean Capital Advisors, LLCWealth managerHybrid$222M
- 11728Avantra Family Wealth, Inc.Wealth managerHybrid$222M
- 11744Equitycompass Investment Management, LLCWealth managerBank-affiliatedHybridEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel$221M
- 11745Muzinich BDC Adviser, LLCAsset managerHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. LimitedNo custodian reported$221M
- 11764Cabin Advisors, LLCBroker-dealer firmHybridCabin Securities, Inc., JCC Capital Markets, LLCNo custodian reported$220M
- 11776Ekon Advisors, LLCAsset managerHybrid$220M
- 11779Elevation Wealth Partners LLCWealth managerHybrid$220M
- 11791Summit Financial Working With People You TrustWealth managerHybrid$219M
- 11795SAN Blas Advisory, Inc.Wealth managerHybridSAN Blas Securities LLC$219M
- 11800Capital Consulting & Asset ManagementWealth managerHybrid$219M
- 11803Miami Valley Portfolio Management IncWealth managerHybrid$219M
- 11810Piper Heartland Healthcare Capital, LLCPrivate fund adviserHybridPiper Sandler & Co.No custodian reported$218M
- 11812Strategic Asset Management LLC.Wealth managerHybrid$218M
- 11829Sound Financial Strategies Group, LLCWealth managerHybrid$218M
- 11846Paladin FinancialWealth managerHybridGradient Securities, LLC$217M
- 11851Blackridge Asset Management, LLCWealth managerHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services$217M
- 11859Integrous Wealth StrategiesWealth managerHybridNo custodian reported$216M
- 11894Kinetic Wealth Investment Advisors, LLCWealth managerHybrid$215M
- 11895Noblebridge WealthWealth managerHybrid$215M
- 11901Wealthtrak AdvisorsWealth managerHybrid$214M
- 11905ViableWealth managerHybrid$214M
- 11916OZE Capital LLCPrivate fund adviserHybridNo custodian reported$214M
- 11917A4 Wealth Advisors LLCWealth managerHybrid$214M
- 11931Miai, Inc.Wealth managerHybridMaplewood Investments, Inc.$213M
- 11934Dominguez Wealth Management Solutions, Inc.Wealth managerHybrid$213M
- 11936Simmons Capital GroupWealth managerWrap sponsorHybrid$213M
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