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.
528 firms manage $29.4 trillionJ.P. Morgan
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- 5558MAC Alpha Capital Management, LPAsset manager$938M
- 5560CC Capital Insurance Advisors LLCPrivate fund adviserAffiliated broker-dealerArena Financial Services, LLC$937M
- 5564Hartline Investment CorporationWealth manager$935M
- 5565HeronbridgePrivate fund adviser$935M
- 5610Lavaca Capital, LLCAsset manager$927M
- 5620Legacy Wealth Advisors, LLCWealth manager$923M
- 5625Castlekeep Investment AdvisorsAsset manager$921M
- 5664Tiempo Capital PartnersWealth manager$911M
- 5686South Street Advisors, LLCWealth manager$906M
- 5707First Turn Management, LLCAsset manager$900M
- 5761Martin Investment Management, LLCAsset manager$888M
- 5828StorgeWealth manager$867M
- 5839Moody Aldrich Partners, LLCAsset manager$864M
- 5842Lloyd Capital LLCPrivate fund adviser$863M
- 5863Sengu Capital LimitedAsset manager$859M
- 5893Aztlan Equity Management, LLCAsset manager$851M
- 5913Integrated Quantitative Investments LLCAsset manager$845M
- 6020Clear Brook Advisors, Inc.Wealth manager$818M
- 6087Poetic Group LLCPrivate fund adviser$803M
- 6135X-Square CapitalAsset manager$791M
- 6167Enhalus Capital, LPPrivate fund adviser$786M
- 6179Clarity Capital Kcps LTDWealth managerBank-affiliatedAffiliated broker-dealerPsagot Securities LTD.$782M
- 6267Stempoint Capital LPPrivate fund adviser$761M
- 6304Banyan Alpha Investment L.P.Asset manager$752M
- 6313Torray Investment Partners LLCAsset manager$750M
- 6319Southernsun Asset Management LLCAsset manager$749M
- 6333Dudley & Shanley, Inc.Wealth manager$747M
- 6347Tremblant Capital GroupAsset managerHybrid$745M
- 6414Huber Capital Management LLCAsset manager$729M
- 6454Decagon Asset Management (US) LPAsset manager$721M
- 6487Frontier Global Partners LLCAsset manager$713M
- 6488Essex Investment Management Company, LLCAsset manager$713M
- 6570Wembley Strategic Advisory LLCWealth manager$695M
- 6595Alti Wealth Management (US International), Inc.Wealth managerPublic-company ownedAffiliated broker-dealerAlti Strategic Advisory (UK) Limited$691M
- 6829Kitching Partners, LLCWealth manager$646M
- 6911Vizcaya Capital, LLCWealth manager$631M
- 6938Centrica Wealth ManagementWealth managerHybrid$627M
- 7078Proaltus USAPrivate fund adviser$605M
- 7165Fairfield, Bush & Co.Wealth manager$589M
- 7173Virage Capital Management LPPrivate fund adviser$588M
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