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.
354 firms manage $207 billionInteractive Brokers
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- 8920Bluestone Capital Management, LLCAsset managerHybridMCG Securities LLC$390M
- 8936RCM Wealth AdvisorsWealth manager$389M
- 8977Alden Investment GroupWealth managerHybridJ. Alden Associates, Inc.$386M
- 9071PinvestAsset manager$377M
- 9219North CapitalWealth managerPublic-company ownedHybridNorth Capital Agency Brokerage, LLC, North Capital Private Securities Corporation$366M
- 9369Avory & Co.Asset manager$353M
- 9415Aragon Capital LLCWealth manager$349M
- 9416Precise Investment Management, Inc.Asset managerHybridInsight Securities, Inc.$349M
- 9528RM Private Wealth ManagementWealth manager$341M
- 9537Left Brain Wealth Management, LLCWealth managerHybrid$340M
- 9553Millennial Advisers, LLC.Private fund adviserHybridAllied Millennial Partners, LLC, Onesource FI LLC, clears through StoneX, Interactive Brokers$339M
- 9673Delta Accumulation, LLCWealth manager$332M
- 9928Ninepointtwo Capital LLCPrivate fund adviser$315M
- 9980Spring Mountain Capital, LPPrivate fund adviser$311M
- 10071MWA Asset ManagementWealth manager$306M
- 10149Lifeinvest Wealth Management, LTDWealth managerHybrid$301M
- 10204Unison Asset Management LLCPrivate fund adviser$298M
- 10210Avos Capital Management, LLCWealth manager$298M
- 10270Nuclo WealthAsset manager$294M
- 10306Third EYE Capital Management, LLCPrivate fund adviser$291M
- 10432Lighthouse RetirementWealth manager$285M
- 10455FDI Wealth Management, LLCAsset manager$284M
- 10499Successful Portfolios LLCWealth manager$282M
- 10617KAI Wealth LLCWealth manager$275M
- 10629Sutterfield Financial Group, Inc.Wealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)$274M
- 10638Udine Wealth Management Inc.Wealth manager$274M
- 10663Camelot Portfolios, LLCWealth managerHybrid$272M
- 10823Tamalpais Asset ManagementWealth managerHybrid$263M
- 10842Convoy Investments, LLCWealth manager$262M
- 10946Prospect Hill Management, LLCWealth manager$257M
- 10991Glenorchy Capital LimitedWealth manager$254M
- 11015Gate City Capital Management, LLCAsset manager$254M
- 11056Bridges Capital LLCAsset manager$252M
- 11184Global Wealth Management, LLCWealth manager$246M
- 11220Prattes Wealth PartnersWealth manager$244M
- 11238Munn Wealth Management, LLCWealth manager$242M
- 11386Lanier Financial Group LLCWealth managerPublic-company owned$236M
- 11488Radix Financial, LLCAsset manager$232M
- 11495L&s Investment Advisors, LLCAsset manager$231M
- 11572Snider AdvisorsWealth manager$228M
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