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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- 9008Accent Capital Management, LLCWealth manager$383M
- 9014Destiny Capital CorporationWealth manager$382M
- 9018Dean Financial ServicesWealth manager$382M
- 9027Landing Point Financial GroupWealth manager$381M
- 9028Rf&l Wealth Management, LLCWealth manager$381M
- 9038Fortiter Wealth Management, LLCWealth manager$380M
- 9039Burkholder Wealth ManagementWealth manager$380M
- 9045Darden Wealth GroupWealth manager$380M
- 9050Keystone Financial ServicesWealth manager$379M
- 9064Auour Investments LLCWealth manager$378M
- 9072Axis Wealth Partners, LLCWealth managerHybrid$377M
- 9073Family Legacy, Inc.Wealth manager$377M
- 9084Intelligent CapitalworksWealth manager$377M
- 9085Kleinfelder Capital, Inc.Wealth managerWrap sponsorHybrid$377M
- 9088Christy Capital Management, Inc.Wealth manager$376M
- 9089Concorde Investment ManagementWealth manager$376M
- 9096Abbey StreetWealth manager$375M
- 9097Retirement Planning Group, LLCWealth managerHybrid$375M
- 9100Bear Mountain Capital Inc.Wealth manager$375M
- 9115Demars Financial Group LLCWealth managerHybrid$374M
- 9116B.A. Roberts Financial Services, Inc.Wealth manager$374M
- 9121Torren Management, LLCWealth manager$373M
- 9129Richard W. Paul & Associates, LLCWealth managerHybridMatthew Paul$373M
- 9140Pinnacle Family Advisors, LLCWealth managerHybrid$372M
- 9157Donoghue Forlines LLCAsset manager$371M
- 9161WealthspringWealth managerHybrid$370M
- 9164Cosner Financial Group, LLCWealth managerHybrid$370M
- 9165Willow Grove Advisors, LLCWealth managerWrap sponsor$370M
- 9166Glassy Mountain Advisors, Inc.Wealth manager$370M
- 9171One Advisory Partners, LLCWealth manager$370M
- 9180Sage Capital Management LLCWealth manager$369M
- 9181Ruggaard & AssociatesWealth manager$369M
- 9201Strategy Financial GroupWealth manager$367M
- 9208M. E. Allison & Co., Inc.Broker-dealer firmHybrid$366M
- 9213Camden Wealth Advisors LLCWealth manager$366M
- 9221Inflection Capital Management, LLCWealth manager$366M
- 9224Tealwood Asset ManagementWealth manager$365M
- 9226Beaumont Asset Management, LLCWealth manager$365M
- 9227Regimen Wealth, LLCWealth manager$365M
- 9237TL Private WealthWealth manager$364M
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