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.
2,295 firms manage $19.1 trillionFidelity
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- 4058Buck Wealth Strategies, LLCWealth managerHybrid$1.6B
- 4066Penobscot Investment Management Company, Inc.Wealth manager$1.6B
- 4070TOM Johnson Investment Management, LLCWealth managerPublic-company owned$1.6B
- 4071Rodgers & AssociatesWealth managerAffiliated broker-dealerKestra Investment Services, LLC$1.6B
- 4083Pasadena Private Wealth, LLCWealth managerHybrid$1.6B
- 4085Bloom AdvisorsWealth manager$1.6B
- 4088Fortis Capital Advisors, LLCWealth managerHybrid$1.6B
- 4116Beam Wealth Advisors, Inc.Wealth managerHybrid$1.6B
- 4122Means Wealth ManagementWealth manager$1.6B
- 4127Rollins Financial Advisors, LLCWealth managerAffiliated broker-dealer$1.6B
- 4129Compass ION Advisors, LLCWealth managerHybrid$1.6B
- 4147Calton & Associates, Inc.Broker-dealer firmHybrid$1.6B
- 4152Brandywine Oak Private Wealth LLCWealth manager$1.6B
- 4155Astra Wealth Management GroupWealth managerHybrid$1.6B
- 4158PER Stirling Capital Management, LLCWealth managerHybrid$1.6B
- 4161Abundance Wealth Counselors, LLCWealth manager$1.6B
- 4175Regatta Capital Group, LLCWealth manager$1.6B
- 4180Tritonpoint Wealth, LLCWealth manager$1.5B
- 4186Fiduciary Wealth Partners, LLCWealth manager$1.5B
- 4188Activ8 Family Office LLCWealth manager$1.5B
- 4192Planning Alternatives LTDWealth manager$1.5B
- 4210Benefit Financial Services GroupWealth managerAffiliated broker-dealer$1.5B
- 4216Kings Path Partners LLCAsset manager$1.5B
- 4219Triad Wealth Partners, LLCWealth manager$1.5B
- 4221Capital Creek PartnersAsset manager$1.5B
- 4222Triune Financial Partners, LLCWealth manager$1.5B
- 4226TownsendWealth managerHybrid$1.5B
- 4232Compak Asset ManagementWealth managerHybridCompak Securities, Inc.$1.5B
- 4235Legacy Capital Wealth Partners, LLCWealth managerHybrid$1.5B
- 4237Legacy Financial Advisors, Inc.Wealth manager$1.5B
- 4238Edgemoor Investment Advisors, Inc.Wealth manager$1.5B
- 4257Kintra Wealth, LLCWealth managerHybrid$1.5B
- 4275Whitney & CompanyWealth manager$1.5B
- 4282Wallace Capital Management, Inc.Wealth manager$1.5B
- 4300Cullinan Associates, Inc.Wealth managerWrap sponsorHybridChurchill Financial, LLC$1.5B
- 4303TBH Global Asset Management, LLCWealth managerHybrid$1.5B
- 4308Kimelman & Baird, LLCBroker-dealer firmHybrid$1.5B
- 4315Serenus Wealth Advisors, LLCWealth manager$1.5B
- 4321Horan Wealth, LLCWealth managerHybrid$1.5B
- 4328Cypress Point Wealth Management, LLCWealth manager$1.5B
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