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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- 13069Taylor Wealth Management, LLCWealth manager$171M
- 13100Stonekeep Investments, LLCWealth manager$170M
- 13102Avise FinancialWealth manager$169M
- 13127F5 Financial Planning, L.L.C.Wealth manager$169M
- 13268Collie Financial Planning, Inc.Wealth manager$163M
- 13313Elite Wealth Management, Inc.Wealth manager$161M
- 13334ZendamentalsWealth manager$161M
- 13419Graetz WealthWealth manager$158M
- 13503Natural Bridges Financial AdvisorsWealth manager$156M
- 13524Merrithew & Thorsten, Inc.Wealth manager$155M
- 13525Impact Fiduciary LLCWealth manager$155M
- 13533Lake Avenue Financial LLCWealth manager$155M
- 13571Clear Retirement Advice LLCWealth manager$153M
- 13582Protocol Wealth, LLCWealth managerHybrid$153M
- 13605Heritage Wealth Management Group, LTDWealth manager$152M
- 13652Zenith Wealth PartnersWealth manager$151M
- 13708Clarity Financial Advisors LLCWealth manager$150M
- 13709Oakmont Advisory Group, LLCWealth manager$150M
- 13773Spark Financial AdvisorsWealth manager$147M
- 13824Cornerstone Wealth Partners, LLCWealth manager$146M
- 13849Winnacle Wealth, LLCWealth manager$145M
- 13885Van Diest CapitalWealth managerHybrid$144M
- 14041Snowball Wealth ManagementWealth manager$139M
- 14050Integra Financial, Inc.Wealth managerWrap sponsor$139M
- 14059Wisdom Wealth Investment Advisors LLCWealth manager$139M
- 14137Re-Envision WealthWealth manager$137M
- 14175Revo Financial, LLCWealth manager$135M
- 14216Almega Wealth ManagementWealth manager$134M
- 14276Clarity Financial PlannersWealth manager$132M
- 14333Crescent City Retirement GroupWealth manager$131M
- 14380CGI Wealth Advisors, Inc.Wealth manager$129M
- 14417Broadhurst Financial Advisors, Inc.Wealth manager$128M
- 14460Moore Financial Advisors, LTD.Wealth manager$127M
- 14474Advisor.comWealth manager$127M
- 14475Bone Fide WealthWealth manager$127M
- 14504VIP Wealth AdvisorsWealth manager$126M
- 14510Eagle's Crest Advisors, LLCWealth manager$126M
- 14518Oak Street InvestmentsPrivate fund adviser$125M
- 14612Legacy Financial Services Group, Inc.Wealth manager$123M
- 14634Pathfinder Planning and InvestmentsWealth manager$122M
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