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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- 12763Roxbury FinancialWealth manager$180M
- 12765Vera Lake Capital, LLCWealth manager$180M
- 12766Steven G. Blum and Associates, LLCWealth manager$180M
- 12771Fleisher, MartinWealth manager$180M
- 12775Hall Capital, LLCWealth manager$180M
- 12792Crossover CapitalWealth manager$179M
- 12798The Dowling Group Wealth ManagementWealth manager$179M
- 12804Benchmark Wealth ManagementWealth manager$179M
- 12810Collaborative Portfolio ManagementWealth managerHybrid$179M
- 12832Fiduciary Wealth Group, LLCWealth manager$178M
- 12840TDC Capital Advisors, Inc.Wealth manager$178M
- 12843Farris Capital Management Inc.Wealth manager$178M
- 12857Torrey Wealth, LLCWealth managerWrap sponsor$177M
- 12872Nerad + Deppe Wealth ManagementWealth manager$176M
- 12874Corbett Road Capital Management, LLCAsset managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing$176M
- 12882Sovereign Asset ManagementWealth manager$176M
- 12896Downing Street Wealth Management LLCWealth manager$176M
- 12903Alan B. Lancz & Associates, Inc.Wealth managerHybrid$175M
- 12913Power Asset Management LLCWealth manager$175M
- 12915Sippican Capital AdvisorsWealth manager$175M
- 12920Income & Asset Advisory, Inc.Wealth managerHybrid$175M
- 12955Athena Wealth Management, LLCWealth managerHybrid$174M
- 12971Neuenschwander Asset Management, LLCWealth manager$174M
- 12972Price Financial Group Wealth Management, Inc.Wealth managerWrap sponsor$173M
- 12977Tilden Loucks & Woodnorth LLCBroker-dealer firmHybridLasalle St Securities, L.L.C.$173M
- 12994Liberty Asset Management, Inc.Wealth manager$173M
- 13002Cedar Valley Wealth AdvisorsWealth manager$173M
- 13005Aeternitas Investment Management, LLCWealth manager$173M
- 13015Nexwealth LLCWealth manager$172M
- 13017Meta Wealth AdvisoryWealth manager$172M
- 13034Scottsdale Wealth Planning, Inc.Wealth manager$172M
- 13040Assabet Advisors, LLCWealth manager$171M
- 13058Yandell Investments, LLCWealth manager$171M
- 13066MCM WealthWealth manager$171M
- 13070IGW Advisory Investment Management LLCWealth manager$171M
- 13071North Shore Investment Consulting LLCWealth manager$171M
- 13074Allison Investment Management, LLCWealth managerHybrid$170M
- 13113Family Legacy PlanningWealth manager$169M
- 13118Gladwyn Financial Advisors, Inc.Wealth manager$169M
- 13126Meyer Gates Financial Advisors, IncWealth manager$169M
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