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.
12,831 firms manage $34.5 trillionno broker-dealer ties
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- 6622Providence Wealth Advisors, LLCWealth managerBank-affiliated$684M
- 6624Northern Financial Advisors, IncWealth manager$684M
- 6625Marietta Investment Partners, LLCWealth manager$684M
- 6626High Note Wealth, LLCWealth manager$683M
- 6627Argent Retirement Plan Advisors, LLCAsset managerNo custodian reported$683M
- 6628Phocas Financial CorporationAsset managerNo custodian reported$683M
- 6629Evans Capital Management AssociatesWealth manager$683M
- 6630Compass Wealth Management LLCWealth managerWrap sponsor$683M
- 6631RC CapitalPrivate fund adviserNo custodian reported$682M
- 6632Ventira Private Wealth Management LTD.Wealth manager$682M
- 6633Global Frontier Investments, LLCAsset manager$682M
- 6634Broad RUN Investment Management, LLCAsset manager$682M
- 6635Sandbox Financial Partners, LLCWealth manager$682M
- 6636Dash InvestmentsWealth manager$682M
- 6638Belltower PartnersPrivate fund adviserNo custodian reported$681M
- 6639Lees Monsour GroupWealth manager$681M
- 6641Eagle Bay Family OfficeWealth manager$681M
- 66431st & Main Growth PartnersPrivate fund adviserNo custodian reported$680M
- 6644Von Borstel & AssociatesWealth manager$680M
- 6645EFM Investments & Advisory LLCPrivate fund adviserNo custodian reported$680M
- 6646Truffle Hound Capital, LLCPrivate fund adviserNo custodian reported$680M
- 6647Landmark Wealth ManagementWealth manager$680M
- 6649Century Management Financial AdvisorsWealth manager$680M
- 6650Saxon Financial GroupWealth manager$679M
- 6651Brasada Capital Management, LPWealth manager$679M
- 6653Forefront Analytics, LLCAsset manager$679M
- 6654Monument Group Wealth Advisors, LLCWealth manager$679M
- 6655Thor Wealth Management IncWealth manager$679M
- 6656Hudson Value Partners, LLCWealth managerWrap sponsor$678M
- 6657Valinor Wealth ManagementAsset manager$678M
- 6658Hyposwiss Advisors SAWealth managerBank-affiliated$678M
- 6659MTM Investment Management, LLCWealth manager$678M
- 6660Castle Harlan, Inc.Private fund adviserNo custodian reported$678M
- 6661Good Springs CapitalPrivate fund adviserNo custodian reported$678M
- 6662VSM Wealth Advisory, LLCWealth manager$678M
- 6663Financial Strategies Group, IncWealth manager$677M
- 66649823 Capital, LPPrivate fund adviser$677M
- 6666Carderock Capital Management, Inc.Wealth manager$677M
- 6667Leverty Financial Group, LLCWealth manager$677M
- 6668Jacobson & Schmitt Advisors, LLCWealth manager$676M
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