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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- 13494Indelible Wealth GroupWealth manager$156M
- 13512Infinium Investment Advisors, LLCWealth manager$155M
- 13514GRP Retirement PlanningWealth manager$155M
- 13529Broadview Wealth Management, LLCWealth manager$155M
- 13547Tier One Wealth ManagementWealth manager$154M
- 13560Maiden Cove CapitalWealth manager$154M
- 13567Wise Wealth Partners, LLCWealth managerWrap sponsor$153M
- 13585Maven Capital Partners, LLCWealth manager$153M
- 13586Livian & Co.Wealth manager$153M
- 13592Santiago Capital, LLCWealth manager$153M
- 13595Garner Financial ManagementWealth manager$153M
- 13606Northlanding Financial Partners, LLCWealth manager$152M
- 13612Terra WealthWealth managerHybrid$152M
- 13625FpfocoWealth manager$152M
- 13629Bartley Financial Advisors, LLCWealth manager$152M
- 13631Bright Investments, LLCAsset manager$152M
- 13632Cramer & Rauchegger, Inc.Wealth manager$151M
- 13634Greenway Financial, LLCWealth managerAffiliated broker-dealer$151M
- 13638ConvexitasAsset manager$151M
- 13648Cope ConnellyWealth managerHybrid$151M
- 13653Rexford CapitalWealth manager$151M
- 13658Trademark Capital Management Inc.Wealth manager$151M
- 13660Prosper Private WealthWealth manager$151M
- 13666Unified Investment ManagementWealth manager$151M
- 13670Poulos Advisors, Inc.Wealth manager$150M
- 13677Atlantis Wealth Advisors LLCWealth managerHybrid$150M
- 13680191 Godwin Associates, Inc. D/b/a Godwin Capital ManagementWealth managerWrap sponsorHybrid$150M
- 13701Sonas Financial Group, Inc.Wealth manager$150M
- 13706Second Summit Wealth Management, LLCWealth manager$150M
- 13722Compass Financial Group, Inc.Wealth managerHybrid$149M
- 13728Curtis Wealth Management LLCWealth manager$149M
- 13732Prestige Wealth ManagementWealth managerWrap sponsor$148M
- 13734Townsend Financial PlanningWealth manager$148M
- 13739Quorus Inc.Wealth managerPublic-company owned$148M
- 13741Stavis Wealth Transfer SolutionsWealth managerHybrid$148M
- 13747Barrett Wealth Connection LLCWealth manager$148M
- 13769Horizon WealthWealth managerWrap sponsorHybrid$147M
- 13773Spark Financial AdvisorsWealth manager$147M
- 13782Bucher Wealth AdvisorsWealth managerWrap sponsor$147M
- 13785Artience Capital Management, LLCWealth manager$147M
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