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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- 11141Focus Wealth Advisors, LLCWealth manager$248M
- 11143Nova Wealth Management, Inc.Wealth manager$248M
- 11169Taconic AdvisorsWealth manager$246M
- 11174Asempa Wealth AdvisorsWealth manager$246M
- 11177Retirement Planning ServicesWealth manager$246M
- 11195Integras Partners, LLCWealth manager$245M
- 11200Clear Ridge Wealth Management, LLCWealth manager$245M
- 11203City Different InvestmentsWealth manager$244M
- 11211Ares Financial Consulting LLCWealth manager$244M
- 11238Munn Wealth Management, LLCWealth manager$242M
- 11240Anson AnalyticsWealth manager$242M
- 11243Excelsior InvestorsWealth manager$242M
- 112521620 Investment Advisors, Inc.Wealth manager$242M
- 11254Prism Planning PartnersWealth manager$242M
- 11259$241M
- 11266Bayntree Wealth Advisors, LLCWealth manager$241M
- 11271Bassam Wealth Management, LLCWealth manager$241M
- 11274Carolina Financial Advisors, Inc.Wealth manager$241M
- 11278BurrusWealth manager$241M
- 11279Richmond Brothers, Inc.Wealth manager$241M
- 11282Forbes Financial Planning, Inc.Wealth manager$241M
- 11294Kaiyo Wealth LLCWealth manager$240M
- 11309Salient Wealth PlanningWealth managerHybrid$239M
- 11310E6 PortfoliosWealth managerWrap sponsorHybridM. H. Leblang, Inc.$239M
- 11312Jones Kertz & Associates, Inc.Wealth managerWrap sponsor$239M
- 11316Rolek Retirement PlanningWealth managerWrap sponsor$239M
- 11317Saos Capital, LLCWealth managerWrap sponsor$239M
- 11321Trust Investment AdvisorsWealth manager$239M
- 11331Ganim Private WealthAsset managerHybrid$239M
- 11333Westhampton CapitalWealth manager$239M
- 11352Kelley InvestmentsWealth manager$238M
- 11355Quest 10 Wealth Builders, Inc.Wealth manager$238M
- 11360Montcalm TCR LLCWealth manager$238M
- 11362Everest Wealth ManagementWealth manager$237M
- 11366Centennial Advisors, LLCWealth managerWrap sponsor$237M
- 11368Awaken Wealth Partners LLCWealth managerWrap sponsor$237M
- 11383Spectrum Financial IncAsset managerHybrid$236M
- 11389Ipsen Advisor GroupWealth managerHybrid$236M
- 11405PromethiumWealth managerWrap sponsor$235M
- 11409Lind Capital PartnersWealth manager$235M
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