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
- 6060Willing Capital Management LimitedPrivate fund adviserNo custodian reported$806M
- 6061Firestone Capital Management IncWealth manager$806M
- 6062Northstar Asset Management, IncWealth managerWrap sponsor$806M
- 6063Warberg Asset Management LLCPrivate fund adviser$806M
- 6067Asio Capital LLCWealth manager$805M
- 6068Strathmore Capital AdvisorsWealth manager$805M
- 6069Copper Harbor Investment Advisors, LLCWealth manager$805M
- 6070Roof Eidam Maycock Peralta LLCWealth managerWrap sponsor$805M
- 6071Masters Capital Management, L.L.C.Private fund adviserNo custodian reported$805M
- 6072Felicitas Global Partners, LLCPrivate fund adviserNo custodian reported$804M
- 6073Tempo WealthWealth manager$804M
- 6075Nokomis Capital, L.L.C.Private fund adviser$804M
- 6076Great Diamond Partners, LLCWealth manager$804M
- 6077Hoxton WealthWealth manager$804M
- 6078Barnegat Fund Management Inc.Private fund adviserNo custodian reported$803M
- 6080Francis FinancialWealth manager$803M
- 6081Moss, Luse & Womble, LLCWealth manager$803M
- 6082Clear Trail Advisors, LLCWealth manager$803M
- 6083Elsewhere Partners, LLCPrivate fund adviserNo custodian reported$803M
- 6084Opaleye Management Inc.Private fund adviserNo custodian reported$803M
- 6085Hunters Moon Capital LLPPrivate fund adviser$803M
- 6086Hunters Moon Capital (US) LPPrivate fund adviser$803M
- 6087Poetic Group LLCPrivate fund adviser$803M
- 6089Solstein Capital, LLCAsset manager$802M
- 6090Kain CapitalPrivate fund adviserNo custodian reported$802M
- 6091Compass Group Equity PartnersPrivate fund adviserNo custodian reported$801M
- 6093Fintech Collective Management LLCPrivate fund adviserNo custodian reported$801M
- 6094Kuhn Advisors, Inc.Wealth manager$801M
- 6095Compton Wealth Advisory Group, LLCWealth manager$800M
- 6096Laffer Tengler Investments, Inc.Wealth managerWrap sponsor$800M
- 6097Creekmur Asset Management, LLCWealth managerWrap sponsor$800M
- 6099Veracity Capital LLCWealth manager$800M
- 6101Harris Preston & Partners, LLCPrivate fund adviserNo custodian reported$799M
- 6102Park Lane Advisors, LLCAsset manager$799M
- 6103Relevant Wealth Advisors, LLCAsset manager$799M
- 6104ICR PartnersAsset managerNo custodian reported$799M
- 6105Carolina Wealth Management, Inc.Wealth manager$798M
- 6106Quantum Capital Advisors, LLCAsset manager$798M
- 6107McNamara Financial Services, Inc.Wealth manager$798M
- 6108Proffitt & Goodson Inc.Wealth manager$798M
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