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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- 5508MBR FinancialWealth manager$956M
- 5512Foresight Global Investors, Inc.Asset manager$955M
- 5517Slow Capital, Inc.Asset manager$953M
- 5518Builder Investment GroupWealth manager$953M
- 5525American Financial Advisors, LLC.Wealth manager$950M
- 5534Destiny Wealth Partners, LLCWealth managerWrap sponsor$947M
- 5537Almanack Investment PartnersWealth managerHybrid$946M
- 5545EQ Wealth ManagementWealth manager$942M
- 5548Emerald Advisors, LLCWealth manager$941M
- 5556Roberts, Glore & Co.Wealth manager$938M
- 5562Pabrai Investment FundsPrivate fund adviser$936M
- 5595Investmark Advisory Group LLCWealth managerHybrid$930M
- 5598Canvas Wealth Advisors, LLCWealth manager$929M
- 5599Mountain Capital Investment Advisors IncWealth manager$929M
- 5601Vaquero Private Wealth, LTD.Wealth manager$929M
- 5605Glass Jacobson Wealth AdvisorsWealth manager$928M
- 5610Lavaca Capital, LLCAsset manager$927M
- 5624Princeton Global Asset Management LLCWealth manager$921M
- 5637Dillon & Associates IncWealth manager$916M
- 5638Charles Pratt & Company, L.L.C.Wealth manager$916M
- 5645Strategicpoint Investment Advisors LLCWealth managerAffiliated broker-dealer$915M
- 5650Partners in Financial Planning, LLCWealth manager$914M
- 5659Peak Wealth SolutionsWealth managerHybrid$912M
- 5663Claris Advisors, LLCWealth manager$911M
- 5664Tiempo Capital PartnersWealth manager$911M
- 5671Strategic Planning GroupWealth manager$910M
- 5673Clayton Wealth PartnersWealth manager$910M
- 5674Covenant Wealth AdvisorsWealth manager$910M
- 5675Dean InvestmentsAsset manager$909M
- 5682Cranbrook Wealth Management, LLCWealth manager$907M
- 5693Mengis Capital Management, Inc.Wealth manager$903M
- 5703Marsjewett Financial GroupWealth manager$901M
- 5705Beacon Financial Advisory LLCWealth managerHybrid$901M
- 5706Greenup Street Wealth Management LLCWealth manager$900M
- 5719Christopher Weil & Co IncWealth manager$896M
- 5723Kelman Lazarov IncWealth managerHybrid$895M
- 5727Atlantic Private Wealth, LLCWealth manager$894M
- 5729Compass Financial Management LLCWealth managerHybrid$894M
- 5730Vance WealthWealth manager$894M
- 5737REA Wealth ManagementWealth managerHybrid$892M
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