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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 15050Integrity Wealth Management, LLCWealth manager$111M
- 15064Fox Financial Services, Inc.Wealth manager$111M
- 15066Pacific Excel Wealth Advisors, Inc.Wealth manager$111M
- 15073Prospero Wealth, LLCWealth manager$111M
- 15100Hampel Investment AdvisorsWealth manager$110M
- 15104Lockerman Financial Group, IncWealth manager$110M
- 15118Renaissance Wealth Advisors, LLCWealth manager$110M
- 15124Oxford Wealth ManagementWealth manager$110M
- 15127International Management Advisors LTD.Wealth manager$109M
- 15137Aspire Advisors, LLCWealth managerHybridHamilton Cavanaugh Investment Brokers, Inc.$109M
- 15148Capital Endurance Group, IncWealth manager$109M
- 15157Grace Capital Management, LLCWealth managerWrap sponsorHybrid$109M
- 15174Federmann Financial Advisors Inc.Wealth manager$108M
- 15175Newman Ladd Capital Advisors, LLC.Wealth managerHybrid$108M
- 15183Sumnicht & Associates, LLCWealth manager$108M
- 15192NCU Investment SolutionsWealth managerBank-affiliatedHybrid$108M
- 15202Strickler Investment Services, LLCWealth managerWrap sponsor$107M
- 15209Elevate Financial Planning and Wealth ManagementWealth managerHybrid$107M
- 15223Endure Capital, LLCWealth manager$107M
- 15240S&f Investment AdvisorsAsset manager$106M
- 15252Imber Financial Group, LLCWealth manager$106M
- 15259Rasp Wealth Solutions, LLCWealth manager$106M
- 15268Innovative Financial, LLCWealth manager$105M
- 15280Catalyst Wealth Management LLCWealth managerHybrid$105M
- 15288Springlake Financial PartnersWealth manager$105M
- 15308Blue Chip Financial Advisors, LLCWealth managerHybrid$104M
- 15318Bright Lake Wealth Management, LLCWealth managerWrap sponsor$104M
- 15327Advocacy Financial LLCWealth managerHybrid$103M
- 15337Riverstone Asset Management, LLCWealth manager$103M
- 15342Templer Wealth Management, LLCWealth manager$103M
- 15344Pearl Wealth GroupWealth manager$103M
- 15353Factory Capital LLCWealth manager$103M
- 15357Rocky Hill Advisors Inc.Wealth managerWrap sponsor$102M
- 15367Sound Legacy Wealth Advisors, LLCWealth manager$102M
- 15370Balanced Wealth Management, LLC.Wealth manager$102M
- 15380Tax & Investment AdvisorsWealth manager$102M
- 15391Cantata Wealth Management, LLCWealth manager$101M
- 15394Beacon Associates Wealth Management, LLCWealth manager$101M
- 15397FC Wealth Solutions LLCWealth manager$101M
- 15409Sagent Wealth ManagementWealth manager$100M
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