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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- 11079Titan Fund Management, LLCPrivate fund adviserNo custodian reported$251M
- 11080Deane Retirement Strategies, Inc.Wealth manager$251M
- 11081Ds2 Capital LLCPrivate fund adviserNo custodian reported$251M
- 11082Stone Creek Group, LLCWealth manager$251M
- 11083Wealthmd CorporationWealth manager$251M
- 11084Amara Financial, LLCWealth manager$250M
- 11085Legend CapitalPrivate fund adviser$250M
- 11086Recurring Capital Management Company, LLCPrivate fund adviserNo custodian reported$250M
- 11087MWA Investments, LLCWealth manager$250M
- 11088LIG Capital Management, LLCWealth manager$250M
- 11089Farley CapitalPrivate fund adviserNo custodian reported$250M
- 11091Mokan Wealth ManagementWealth manager$250M
- 11092Main Street Investment Advisors, LLCWealth manager$250M
- 11093Maven Equity Partners, LLCPrivate fund adviserNo custodian reported$250M
- 11094Cogent Private WealthWealth managerBank-affiliated$250M
- 11095Journey Beyond WealthWealth manager$250M
- 11096Tritonpoint Capital, LLCWealth manager$250M
- 11097Ehrlich Financial GroupWealth manager$250M
- 11098Altura Wealth Advisors Inc.Wealth manager$250M
- 11099Beadell A D Investment Counsel IncWealth manager$250M
- 11100FirstrustWealth manager$250M
- 11101Investology Inc.Wealth managerNo custodian reported$250M
- 11102Bison Capital Advisors, LLCWealth managerWrap sponsorNo custodian reported$250M
- 11104Kutumb Investments LLCAsset manager$250M
- 11105Swiss UsadvisorsWealth managerNo custodian reported$250M
- 11106Rutherford Investment ManagementWealth manager$250M
- 11108Oxenfree FinancialWealth manager$250M
- 11109Tidecrest Wealth Management, LLCWealth manager$250M
- 11110Braun-Bostich & Associates Inc.Wealth manager$250M
- 11111Vandalia WealthWealth manager$250M
- 11112Processus Wealth & Capital Management, LLCWealth manager$250M
- 11114Calabasas Advisory Group, LLCWealth manager$250M
- 11115Northill Aims, LLCWealth manager$249M
- 11116Chancellor Financial Group WB LPWealth manager$249M
- 11118E. Batoff & Co., Inc.Wealth manager$249M
- 11119Guided Capital Wealth Management, LLCWealth managerWrap sponsor$249M
- 11120Bolton InvestmentAsset manager$249M
- 11121Emergent Wealth Advisors, LLCWealth manager$249M
- 11123Galliott Capital Advisors, LLCAsset manager$249M
- 11124Buckhorn Resources, LPPrivate fund adviserNo custodian reported$249M
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