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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- 12191Maxele Advisors, LLCWealth manager$202M
- 12193Kraematon Investment Advisors, Inc.Wealth manager$202M
- 12229Genesis Wealth Advisors, LLCWealth manager$200M
- 12256Mountain Lake Investment Management LLCPrivate fund adviser$199M
- 12257Sechrest Financial ServicesWealth manager$199M
- 12259RIK Saylor Financial, Inc.Wealth manager$199M
- 12261Barron Financial Group, LLPWealth manager$199M
- 12278TFJ Management, LLCPrivate fund adviser$198M
- 12280Safir Wealth Advisors, LLCWealth manager$198M
- 12283Newport Investment Advisors IncAsset manager$198M
- 12286Entasis Asset Management LLCWealth manager$198M
- 12305Davis Wealth AdvisorsWealth manager$197M
- 12308Schwallier Wealth ManagementWealth managerWrap sponsor$197M
- 12318Kingdom Legacy AdvisorsWealth manager$197M
- 12323Amphora Wealth Management, LLCWealth manager$196M
- 12324Reyes Financial Architecture Inc.Wealth manager$196M
- 12328Trueman BrownWealth manager$196M
- 12338Tepp Wealth ManagementWealth manager$196M
- 12347Atcap Partners, LLCWealth managerHybridCeros Financial Services, Inc., Ceros Vermoegensverwaltung AG, clears through National Financial Services (Fidelity), Axos Clearing$196M
- 12349American Community Wealth Management, LLCWealth managerBank-affiliatedHybrid$195M
- 12352Westmark Wealth ManagementWealth manager$195M
- 12356FEG Curio Investment Partners, LLCPrivate fund adviser$195M
- 12361Ohiggins Asset Management IncAsset manager$195M
- 12363Cambridge Cape COD Advisors, LLCWealth manager$195M
- 12373Drum Hill Capital, LLCWealth manager$194M
- 12384MWS Capital Consultants LLCWealth manager$194M
- 12394Stonecreek Private Wealth, LLCWealth manager$193M
- 12396Kastel Capital Advisors, LLCWealth manager$193M
- 12400Rmdr Advisors, Inc.Wealth manager$193M
- 12406Cape ANN Capital, Inc.Wealth manager$193M
- 12409High Point Wealth Management, LLCWealth manager$193M
- 12412Fulcrum Wealth ManagementWealth managerWrap sponsor$193M
- 12426Cadia Private Client LLCWealth manager$193M
- 12430Greenshields Capital LLCWealth manager$192M
- 12431Park State Asset Management LLCWealth manager$192M
- 12436Oak Tree Investment AdvisorsWealth manager$192M
- 12437Gregory Lyle & Co.Wealth manager$192M
- 12443Investors MosaicWealth manager$192M
- 12453Old Rock Asset Management LLCWealth manager$192M
- 12467Investment Management CorporationWealth manager$191M
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