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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- 14337Weinstat Wealth Management, Inc.Wealth manager$131M
- 14338First Growth Capital LLCWealth manager$131M
- 14339Mench Financial IncWealth manager$131M
- 14341Agemy Wealth Advisors, LLCWealth manager$131M
- 14342JCN Financial & Tax Advisory Group, LLCWealth managerWrap sponsor$130M
- 14343Equilibria Wealth Management, LLCWealth manager$130M
- 14344Sartorial Wealth Inc.Wealth manager$130M
- 14345Messmer Capital Advisors LLCWealth manager$130M
- 14348Peakvalley Wealth, LLCWealth manager$130M
- 14350Arbus Capital Management, LLCWealth manager$130M
- 14351Walsky Investment Management IncWealth manager$130M
- 14352Montgomery Capital Advisors LLCWealth managerNo custodian reported$130M
- 14354Wise Wealth Management, LLCWealth manager$130M
- 14355Cerasus Advisors IncWealth manager$130M
- 14356Versatile Capital Management L.L.C.Wealth manager$130M
- 14357Capital City Wealth Management, Inc.Wealth managerWrap sponsor$130M
- 14358Financial Aurora, LLC.Wealth manager$130M
- 14360Seven Hills Capital AdvisorsWealth manager$130M
- 14361Wheels UP Wealth, Inc.Wealth manager$130M
- 14362Aria Wealth ManagementWealth managerNo custodian reported$130M
- 14364Navigo Wealth Management, LLCWealth manager$130M
- 14365Pearl Wealth LLCWealth manager$130M
- 14366Sophis Investments LLCWealth manager$130M
- 14367Safe Harbor Fiduciary, LLCWealth manager$130M
- 14369Catalyst Investment Management LLCWealth managerWrap sponsor$130M
- 14370Financial Network Specialists LLCWealth manager$130M
- 14371Pasqua Wealth SolutionsAsset manager$130M
- 14374Castellano & AssociatesWealth manager$130M
- 14375Burnham & Company LLCWealth manager$130M
- 14376Equilibrium Wealth LLCWealth manager$130M
- 14377Pebble Valley Wealth ManagementWealth manager$129M
- 14378Intrinsic Investors LLCWealth manager$129M
- 14379Burlingame Wealth Management, LLCPrivate fund adviser$129M
- 14380CGI Wealth Advisors, Inc.Wealth manager$129M
- 14381Trust Beyond CorpWealth manager$129M
- 14382SKG Capital Advisors, LLCWealth managerWrap sponsor$129M
- 14383Antonetti Capital Management, LLCWealth manager$129M
- 14384Saber Capital Management LLCWealth manager$129M
- 14385Genereux Investment Management, Inc.Wealth manager$129M
- 14386Attleboro Wealth Management LLCWealth manager$129M
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