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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- 15522Buffalo First Wealth Management, LLCWealth manager$92M
- 15549Weiss Financial Group LLCWealth manager$90M
- 15642RSD AdvisorsWealth manager$78M
- 15647Connective Wealth Partners, LLCWealth managerHybrid$78M
- 15670Mountain Pass PlanningWealth manager$75M
- 15693Forever Financial Advisors, LLCWealth manager$72M
- 15718Polaris Financial, LLCWealth manager$70M
- 15732Iconoclastic Capital Management LLCWealth manager$68M
- 15734FifrWealth manager$68M
- 15769SLP WealthWealth manager$64M
- 15834Embark Wealth Management, LLCWealth manager$57M
- 15863YFP WealthWealth manager$53M
- 15951Coastal Wealth ManagementWealth manager$45M
- 15961Future Perfect Planning, LLCWealth manager$44M
- 15990Acacia Grove Wealth ManagementWealth managerWrap sponsor$42M
- 16078Evestia FinancialAsset manager$33M
- 16140GFM Asset Management LLCWealth manager$28M
- 16152DDO Advisory Services, LLCWealth manager$27M
- 16181Christensen Group Financial, LLCWealth manager$25M
- 16207Childfree WealthWealth manager$21M
- 16256Holistic Finance LLCWealth manager$14M
- 16314Make the Memory Financial PlanningWealth manager$9M
- 16344Acorn Asset Management LLCWealth manager$7M
- 16370Colomb Investment Management Company, LLCWealth manager$5M
- 16393Breakaway Independent Advisors, LLCWealth manager$3M
- 16438Allvet FinancialWealth manager$1M
- 16516Antigravity InvestmentsWealth manager$35K
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