Free from Atlas · SEC filings as of October 1, 2026
The RIA database
Atlas 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.
236 firms manage $4.3 trillionGoldman Sachs
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- 7977Valen Private Capital, LLC.Wealth managerHybrid$483M
- 7990HS Wealth PartnersWealth managerWrap sponsor$481M
- 8119Alta Fundamental Advisers LLCAsset manager$466M
- 8201Gardner Lewis Asset Management LPPrivate fund adviser$456M
- 8214Cove Private Wealth, LLCWealth manager$455M
- 8269Hazard & Siegel Advisory Services LLCAsset managerHybridHazard & Siegel, Inc.$450M
- 8349Ikalon Advisors LLCAsset manager$442M
- 8452Argentarii, LLCWealth manager$432M
- 8837The Visualize Group LPPrivate fund adviser$396M
- 8946Collaborative Capital Advisors LLCWealth manager$388M
- 9104Aventura Private Wealth, LLCWealth manager$375M
- 9136RPO LLCWealth manager$372M
- 9368Catenary Alternatives Asset Management, LLCAsset manager$353M
- 9374Black Maple Capital Management LPPrivate fund adviser$353M
- 9432Wafd Wealth, IncWealth managerBank-affiliated$348M
- 9473Ahakista Capital LLCWealth managerHybridAccess Securities, LLC$345M
- 9652Congruence Capital, LLCAsset manager$334M
- 9753Pointone Family OfficeWealth managerHybrid$327M
- 9872BayforestPrivate fund adviser$318M
- 9880Twin Securities, Inc.Private fund adviser$318M
- 9903Harvest Management, L.L.C.Asset manager$316M
- 10043N10° AssetsWealth manager$307M
- 10096Codex Capital Asset Management, L.L.C.Wealth manager$304M
- 10189Roubaix Capital, LLCPrivate fund adviser$299M
- 10663Camelot Portfolios, LLCWealth managerHybrid$272M
- 10706Kaleido Capital Partners LimitedAsset manager$270M
- 10778Livello Capital Management LPPrivate fund adviser$265M
- 10999Riverwest Investment Management, LLCAsset manager$254M
- 11007Green Alpha InvestmentsWealth manager$254M
- 11126Evergreen Wealth Management, LLCWealth manager$249M
- 11238Munn Wealth Management, LLCWealth manager$242M
- 11318Birchview Capital, LPWealth manager$239M
- 11397Nierenberg Investment Management Company, LLCPrivate fund adviser$235M
- 11417Sustainable Advisors Alliance LLCWealth manager$235M
- 11500Vann Equity Management LLCWealth managerHybrid$231M
- 11535Turner Financial Group, Inc.Wealth managerHybrid$230M
- 11566Prentice Capital Management, LPPrivate fund adviser$228M
- 11599RM Sincerbeaux Capital Management, LLC.Wealth manager$227M
- 11811Irth Capital Management, LPAsset manager$218M
- 11873Values First Advisors, Inc.Wealth manager$215M
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