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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- 12675Claymore Capital PartnersPrivate fund adviserNo custodian reported$184M
- 12676Shotwell Rutter Baer IncWealth manager$184M
- 12677Brazos Wealth Advisors LLCWealth manager$184M
- 12678Vincimus Capital, LLCWealth managerNo custodian reported$184M
- 12680Barden Capital Management, Inc.Wealth manager$184M
- 12682Open Door Investment Management LTD.Private fund adviserNo custodian reported$183M
- 12683Magnolia Wealth Management LLCWealth manager$183M
- 12684Elevate Capital AdvisorsWealth manager$183M
- 12685Econologics Financial AdvisorsWealth manager$183M
- 12686J.M. Arbour, LLCWealth manager$183M
- 12687Sandy Morris Financial & Estate Planning Services, LLCWealth manager$183M
- 12688Tide Cove Capital Partners LLCAsset manager$183M
- 12689Miller, Gesko & Company Inc.Wealth manager$183M
- 12690Williamson Legacy Group, LLCWealth manager$183M
- 12691Ives Hill Wealth ManagementWealth manager$183M
- 12692Nardis Advisors LLCWealth manager$183M
- 12693Hoffmann HermansonWealth manager$183M
- 12694George M. Hiller Companies, LLCWealth manager$183M
- 12695Walton FinancialWealth manager$183M
- 12696Altamont Wealth Management, Inc.Wealth manager$183M
- 12697Anchored Financial Planning LLCWealth managerWrap sponsor$183M
- 12698OFC Wealth ManagementWealth manager$183M
- 12699White Wing Wealth Management, LLCWealth manager$183M
- 12701Marathon Strategic Advisors, LLCWealth manager$183M
- 12702Kuhn & Company Investment Counsel, LLCWealth manager$183M
- 12703Invariant Investment ManagementWealth manager$183M
- 12704Snavely Associates Financial ServicesWealth manager$183M
- 12705Godfrey Financial Associates, Inc.Wealth manager$183M
- 12706Summit Wealth Group, LLCWealth manager$182M
- 12707Wold Financial GroupWealth manager$182M
- 12708The Pension GroupWealth manager$182M
- 12709GSI Capital Advisors LLCAsset manager$182M
- 12710Clearview Wealth ManagementWealth manager$182M
- 12712Marsh Wealth Management, LLCWealth manager$182M
- 12713Kingstone Capital Partners Texas, LLCWealth manager$182M
- 12714Barrett Upton Capital PartnersPrivate fund adviserNo custodian reported$182M
- 12715Riho Partners, LLCAsset manager$182M
- 12716Four Tree Island Advisory LLCWealth manager$182M
- 12717Financial Freedom for Dentists LLCWealth manager$182M
- 12718Angeles Family OfficeWealth manager$182M
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