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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- 14658New Wave Financial ServicesWealth manager$122M
- 14672Encompass Advisory Services, LLCWealth manager$121M
- 14700Lotus Asset Management Limited Liability CompanyWealth managerWrap sponsor$121M
- 14736Fair Asset Management, LLCWealth manager$120M
- 14796Terrafirma Wealth PartnersWealth manager$118M
- 14810AFS Wealth Management, LLCWealth manager$118M
- 14827Trail Financial Planning LLCWealth manager$117M
- 14846Greenline Wealth ManagementWealth manager$117M
- 14871Sturman Wealth AdvisorsWealth manager$116M
- 14873Aton Advisors, LLCWealth manager$116M
- 14948Endeavor Advisors LLCWealth manager$114M
- 14949Abri LLCWealth manager$114M
- 14957Leonard Advisory Group LLCWealth manager$114M
- 15022Wealthlynk, Inc.Wealth manager$112M
- 15028Underdog Wealth Management, LLCWealth manager$112M
- 15042DW Investment Solutions, Inc.Wealth manager$111M
- 15072C.L. Sheldon & Company, LLCWealth manager$111M
- 15077Success Wealth Management LLCWealth manager$110M
- 15086Exponent Wealth LLCWealth manager$110M
- 15147Toams FinancialWealth manager$109M
- 15152Northbrook FinancialWealth manager$109M
- 15229Haynie Wealth Management LLCWealth manager$107M
- 15266Guided Wealth, LLCWealth manager$105M
- 15289Four Corners FinancialWealth manager$105M
- 15297Xena Financial Planning, LLCWealth manager$104M
- 15299Millstone Financial GroupWealth manager$104M
- 15319Altitude Capital Management LLCWealth manager$104M
- 15343Crafted Finance, LLCWealth manager$103M
- 15346Networth Asset Management, IncWealth managerHybrid$103M
- 15354Oakleigh Wealth ServicesWealth manager$102M
- 15360Capstone Wealth Advisors, LLCWealth manager$102M
- 15371ApforiaWealth manager$102M
- 15393Suttle Crossland Wealth Advisors, LLCWealth manager$101M
- 15409Sagent Wealth ManagementWealth manager$100M
- 15415Next UP Wealth Advisors, LLCWealth manager$100M
- 15442Lake Road Advisors, LLCWealth manager$99M
- 15471Pacific Wealth Advisory Services LLCWealth manager$96M
- 15507Thinking Big FinancialWealth manager$93M
- 15509Peak Financial PlanningWealth manager$93M
- 155123roots Wealth Partners LLCWealth manager$93M
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