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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- 13302Confidential Management Advisors, Inc.Wealth managerHybridConfidential Management Financial Services, Inc.$162M
- 13306Jeffrey Matthews Wealth Management, LLCWealth managerHybridThe Jeffrey Matthews Financial Group, L.L.C.No custodian reported$162M
- 13309Flfs Advisory LLCWealth managerHybrid$161M
- 13341Collier Financial, IncWealth managerHybrid$161M
- 13342Kropog Financial Group, LLCWealth managerHybrid$160M
- 13344Fenix TradingWealth managerHybridFenix Securities, LLC$160M
- 13350M3 Wealth ManagementWealth managerHybrid$160M
- 13353The Wealth Group, LTDWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.$160M
- 13356Little River Capital Partners, LPAsset managerHybridChicago Analytic Trading Company, LLC$160M
- 13359Feldstein, Steven DBA Steven Feldstein & AssociatesBroker-dealer firmHybridFeldstein Financial Group, LLCNo custodian reported$160M
- 13371Wiregrass Asset ManagementWealth managerWrap sponsorHybrid$160M
- 13379Sycamore Investment Consulting Services, LLCWealth managerHybridButtonwood Partners, Inc.$160M
- 13385Fusco Financial Services IncWealth managerHybrid$159M
- 13391HDA Wealth Management, LLCWealth managerHybrid$159M
- 13393SKA Financial Services,inc.Wealth managerHybridSKA Securities, Inc.$159M
- 13395R.S. Petrell & Associates, LLC D/b/a Strategic Wealth AdvisorsWealth managerHybridNo custodian reported$159M
- 13404Altar RockWealth managerHybrid$159M
- 13418AIM Advisors, LLCWealth managerHybrid$158M
- 13429Harold Dance InvestmentsBroker-dealer firmHybridNo custodian reported$158M
- 13434Srep Capital Management, LLCPrivate fund adviserHybridThe Silverfern Group PTY LTDNo custodian reported$158M
- 13437Strategic Wealth Management, LLCWealth managerHybrid$158M
- 13440J.V.B. Investment CompanyBroker-dealer firmHybrid$158M
- 13454Crosspoint Financial, LLCWealth managerHybrid$157M
- 13461Legacy Advisory Services, LLCWealth managerHybrid$157M
- 13463Lifestyle Freedom Advisory Group, LLCWealth managerHybrid$157M
- 13472Profocus IncorporatedWealth managerHybrid$157M
- 13483Pinnacle Asset Management Group, Corporation (inc.)Wealth managerHybrid$156M
- 13507Guggenheim Investments Loan Advisors, LLCPrivate fund adviserHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through PershingNo custodian reported$155M
- 13508Herndon Plant Oakley LTDBroker-dealer firmHybrid$155M
- 13518Diversified Partners, Inc.Private fund adviserHybridThoroughbred Financial Services, LLCNo custodian reported$155M
- 13540Tectonic Capital Advisors, LLCWealth managerBank-affiliatedHybridSanders Morris LLCNo custodian reported$154M
- 13542Jjsa Advisors, LTD.Wealth managerHybrid$154M
- 13551Maggi Investment Services, LLCWealth managerHybrid$154M
- 13557S&s Wealth ManagementWealth managerHybrid$154M
- 13564Graver Capital Management, LLCWealth managerHybrid$154M
- 13565Alessandra Capital Management, LLCWealth managerHybrid$154M
- 13572Steve Lynch Wealth ManagementWealth managerHybridNo custodian reported$153M
- 13577Manhattan Wealth Management GroupWealth managerWrap sponsorHybrid$153M
- 13579Stewardship Wealth Management SolutionsWealth managerHybrid$153M
- 13582Protocol Wealth, LLCWealth managerHybrid$153M
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