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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- 6653Forefront Analytics, LLCAsset manager$679M
- 6654Monument Group Wealth Advisors, LLCWealth manager$679M
- 6663Financial Strategies Group, IncWealth manager$677M
- 6670Pasi Investments, LLCAsset managerAffiliated broker-dealerDaybright Securities, LLC$676M
- 6671Boston Research and Management, Inc.Wealth manager$676M
- 6673Waterway Wealth Management, L.L.C.Wealth managerWrap sponsor$676M
- 6676Summit Wealth Partners, LLCWealth manager$676M
- 6677Advantage Wealth PartnersWealth managerWrap sponsor$675M
- 6678Little House Capital, LLCWealth manager$675M
- 6680Allegiance Financial GroupWealth managerHybrid$675M
- 6686Cherry Tree Wealth Management, LLCWealth managerHybridCherry Tree & Associates, LLC$673M
- 6689Sage Capital Advisors, LLCAsset manager$673M
- 6690Pinnacle Financial Group LLCWealth manager$673M
- 6695Presilium Private Wealth, LLCWealth manager$672M
- 6712Wealth Care LLCWealth manager$669M
- 6716Oakwell Private Wealth ManagementWealth manager$668M
- 6718Veridan WealthWealth manager$667M
- 6733Focused Alpha, LLCWealth managerWrap sponsor$664M
- 6740Ironwood Financial, LLCWealth manager$663M
- 6745Quattro Advisors L.L.C.Wealth manager$662M
- 6755Foundation Wealth Management, LLCWealth manager$661M
- 6768Arbor Wealth Advisors LLCWealth manager$658M
- 6777Warren Street Wealth Advisors, LLCWealth manager$656M
- 6779BMB Advisers LLCWealth manager$656M
- 6784Cornell Pochily Investment Advisors, Inc.Wealth manager$654M
- 6798Weber Asset Management, Inc.Wealth manager$652M
- 6800Advanced Asset Management Advisors, Inc.Asset manager$651M
- 6808Midwest Professional Planners, LTD.Wealth managerHybrid$649M
- 6811Dale K. Ehrhart, Inc.Wealth manager$649M
- 6813Reap Financial Group, LLCWealth manager$648M
- 6814Family Office Research, LLCWealth manager$648M
- 6838Buckley WealthWealth manager$644M
- 6851Regency Wealth ManagementWealth manager$643M
- 6862Single Point PartnersWealth manager$641M
- 6863Riverstone Advisors, LLCWealth manager$641M
- 6880Southern Capital Advisors, LLCWealth managerWrap sponsor$637M
- 6881Timber Creek Capital Management, LLCWealth manager$637M
- 6889Fischer Financial Services IncWealth manager$636M
- 6892Empower Financial Advisory, LLCWealth manager$636M
- 6893Hilltop Wealth Advisors, LLCWealth manager$636M
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