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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 12814Clearview Wealth ManagementWealth manager$179M
- 12816Keystone Financial Resources, LLCWealth managerWrap sponsor$179M
- 12818Liberty One Wealth AdvisorsWealth managerWrap sponsor$178M
- 12819Legacy Wealth Advisors, LLCWealth manager$178M
- 12820Glass Lakes Capital Management LLCWealth manager$178M
- 12821William B. Walkup & Associates, Inc.Private fund adviser$178M
- 12822Index Technologies Group LLCAsset manager$178M
- 12823Aspetuck Financial Management LLCWealth manager$178M
- 12824Avrio Wealth PTE LTDWealth manager$178M
- 12825Candelo Capital Management LPPrivate fund adviserNo custodian reported$178M
- 12826Investment Insight Wealth Management, LLCWealth manager$178M
- 12827Lansing Management, LPPrivate fund adviser$178M
- 12828Panorama Point Partners, LLCPrivate fund adviserNo custodian reported$178M
- 12829The Watermill GroupPrivate fund adviserNo custodian reported$178M
- 12831Acme Jack Wealth ManagementWealth managerWrap sponsorNo custodian reported$178M
- 12832Fiduciary Wealth Group, LLCWealth manager$178M
- 12836SMB Financial Services, Inc.Wealth manager$178M
- 12837Gasber Financial Advisors, IncWealth manager$178M
- 12838Conway Financial Group, LLCWealth manager$178M
- 12839Muntz Financial, LLCWealth manager$178M
- 12840TDC Capital Advisors, Inc.Wealth manager$178M
- 12841Crossgrain Family Investments, LLCWealth manager$178M
- 12842M Wealth Management, LLCWealth manager$178M
- 12843Farris Capital Management Inc.Wealth manager$178M
- 12844Hoff Private WealthWealth manager$177M
- 12845Hollingsworth Avent Averre & Purvis, PAWealth manager$177M
- 12846Silverpeak Wealth AdvisorsWealth manager$177M
- 12847Naviant Partners, LLCWealth manager$177M
- 12848Periope, LCWealth manager$177M
- 12849Oak Financial Group IncWealth manager$177M
- 12850Newcorp Wealth ManagementWealth manager$177M
- 12851Peterson Rogers Private Wealth, LLCWealth manager$177M
- 12852Marathon Mission, Inc.Wealth manager$177M
- 12853Familywealth Asset ManagementWealth manager$177M
- 12855Prosperitea PlanningWealth manager$177M
- 12856Stillwater Private WealthWealth manager$177M
- 12857Torrey Wealth, LLCWealth managerWrap sponsor$177M
- 12858Bradyco FinancialWealth manager$177M
- 12859ENR Asset Management, IncorporatedWealth manager$177M
- 12860Greybox InvestmentsWealth manager$177M
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