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.
187 firms manage $49 billionAltruist
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- 10431Oath Planning, LLCWealth manager$285M
- 10485Abbit Management CorpAsset manager$282M
- 10789Birch Financial GroupWealth manager$265M
- 10840Kiplinger Wealth AdvisorsWealth managerWrap sponsorHybrid$262M
- 10841Bull Oak Capital, LLCWealth manager$262M
- 10894AN Exceptional Life Financial, LLCWealth manager$259M
- 10941Red Spruce Capital, LLCWealth manager$257M
- 11005Addis & Hill, IncorporatedWealth manager$254M
- 11069Windle WealthWealth manager$251M
- 11078Liberty Forge LLCWealth managerHybrid$251M
- 11091Mokan Wealth ManagementWealth manager$250M
- 11140EverspireWealth managerHybridM. H. Leblang, Inc.$248M
- 11244NRG Wealth ManagementWealth manager$242M
- 11268Heritage Haus Wealth Partners LLCWealth manager$241M
- 11269CFG RetirementWealth manager$241M
- 11310E6 PortfoliosWealth managerWrap sponsorHybridM. H. Leblang, Inc.$239M
- 11326Investors Portfolio Services LLCWealth manager$239M
- 11522Scratch CapitalWealth manager$230M
- 11594Echo45 Advisors LLCWealth manager$227M
- 11625Secfi Advisory LimitedPrivate fund adviserHybridSecfi Securities, LLC$226M
- 11693Whalen FinancialWealth manager$223M
- 11831Affinity Wealth LLCWealth manager$218M
- 11944Harding Wealth, Inc.Wealth manager$213M
- 12167Campbell Financial Partners, LLCWealth manager$203M
- 12313Bradley Wealth LLCWealth manager$197M
- 12357Emergent Financial Services, LLC.Asset manager$195M
- 12367Sensible Portfolios, LLCWealth manager$195M
- 12450Five Pine WealthWealth manager$192M
- 12465Oceanside Advisors LLCWealth manager$191M
- 12480LFG Wealth Partners, LLCWealth manager$191M
- 12499Altruist Advisors LLCWealth managerHybridAltruist Financial LLC$190M
- 12536Highroad Wealth Advisors, LLCWealth manager$189M
- 12578Advice & Planning Services LLCWealth managerHybrid$187M
- 12628Archer Pointe Wealth Management, LLCWealth manager$186M
- 12642Brindle & Bay Financial Advisors, LLCWealth manager$185M
- 12880Mackay Financial Planning, LLCWealth manager$176M
- 12883Philadelphia Investment Partners, LLCWealth manager$176M
- 12894Macke Financial Advisory GroupWealth manager$176M
- 12896Downing Street Wealth Management LLCWealth manager$176M
- 12974IFCWealth manager$173M
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