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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- 5746Drucker WealthWealth managerWrap sponsorHybrid$891M
- 5751Tran Capital Management, L.P.Wealth managerHybrid$890M
- 5753J.P. King Advisors, Inc.Wealth manager$890M
- 5755Correct Capital Wealth Management, LLCWealth manager$889M
- 5763Remy Investors & Consultants, LLCAsset manager$888M
- 5767Strata Wealth Advisors, LLCWealth manager$886M
- 5777Basepoint Wealth, LLCWealth managerWrap sponsor$884M
- 5779Sage Rhino Capital LLCWealth manager$884M
- 5782Optas, LLCWealth manager$882M
- 5783All Star FinancialWealth managerBank-affiliated$882M
- 5787Bayshore CapitalAsset manager$879M
- 5790Alongside, LLCWealth manager$879M
- 5792Milestone Investment Advisors, LLCWealth manager$878M
- 5801Running Oak Capital LLCWealth managerWrap sponsor$875M
- 5809Alpha Capital ManagementWealth manager$871M
- 5812Secure Asset Management, L.L.C.Wealth managerHybridAurora Securities Inc$871M
- 5819BG Investment Services, LLCAsset manager$868M
- 5821Circle Advisers IncWealth manager$868M
- 5829Asendo Wealth AdvisoryWealth manager$867M
- 5831Canton Hathaway LLCWealth managerHybrid$866M
- 5860Probity Advisors, Inc.Wealth managerHybrid$859M
- 5866Cambient Family Office, LLCWealth managerWrap sponsor$858M
- 5886PJS Investment ManagementWealth manager$852M
- 5895Whitaker-Myers Wealth Managers, LTD.Wealth managerHybrid$851M
- 5900Avenir CorporationWealth manager$849M
- 5901Silverlake Wealth Management LLCWealth managerHybrid$849M
- 5904NBC Capital AdvisorsWealth manager$847M
- 5906Seneca Financial Advisors LLCWealth manager$847M
- 5909Barry Investment Advisors, LLCWealth managerWrap sponsor$847M
- 5914Lincoln Capital, LLCWealth managerWrap sponsorHybrid$845M
- 5917Perspective Wealth Partners, LLCWealth manager$844M
- 5925Purkiss Capital Advisors, LLCWealth manager$842M
- 5928Stone House Investment Management, LLCWealth manager$842M
- 5934Chicory WealthWealth manager$840M
- 5936Adams Asset Advisors LLCWealth manager$839M
- 5941Net Worth Advisory Group, LLCWealth manager$838M
- 5946Pinion Wealth Management, LLCWealth managerHybridKcoe Capital LLC$837M
- 5947Market Street Wealth ManagementWealth managerHybrid$837M
- 5951Peddock Capital Advisors, LLCWealth manager$836M
- 5954Financial Sense Advisors, Inc.Wealth managerHybridFinancial Sense Securities, Inc., clears through National Financial Services (Fidelity)$836M
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