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
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
- 12433Blueheel LLCPrivate fund adviser$192M
- 12448Pettee Investors IncWealth manager$192M
- 12518Argosy-Lionbridge Management, LLCAsset manager$189M
- 12588Picea Capital LLCWealth manager$187M
- 12715Riho Partners, LLCAsset manager$182M
- 12744Chronos Capital Advisors LLCWealth manager$181M
- 12786Arc24 Management, LPPrivate fund adviser$180M
- 12789Allaria Asset Management, LLCAsset managerHybridAllaria S.A., Allaria Securities, LLC, clears through Pershing$180M
- 12929Wall Street Investment Management, LLCAsset manager$175M
- 13021Clayton Partners LLCWealth manager$172M
- 13181Strategic Financial Management, LLCWealth manager$167M
- 13191TR Capital Management, LLCPrivate fund adviser$166M
- 13308Pincus Capital Management, LPWealth manager$162M
- 13403SCG Asset Management LLCWealth manager$159M
- 13501Lipper Advisory Services IncAsset manager$156M
- 13544QuishWealth manager$154M
- 13693Cavalcade Capital LLCWealth manager$150M
- 13891Rushmont Capital ManagementAsset manager$144M
- 13926Applied Fundamental Research, LLCPrivate fund adviser$143M
- 13989Wilmington Trust Investment ManagementWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.$141M
- 14268ARI Group, LLCWealth manager$133M
- 14381Trust Beyond CorpWealth manager$129M
- 14710Childress & Co LLCAsset manager$120M
- 14751Stoic Point Capital Management LLCPrivate fund adviser$119M
- 149161818 Private Client Group, LLCWealth manager$115M
- 14934Futura Asset Advisors LLCWealth manager$115M
- 14986Veltria Advisors Corp.Wealth managerBank-affiliated$113M
- 1500233 Capital Management LLCPrivate fund adviser$113M
- 15031Orchard Capital Management, LLCAsset manager$112M
- 15218Muse Capital Management LLCWealth manager$107M
- 15264Ormonde Investment Management, LLCWealth manager$105M
- 15314Baffin Advisors LLCWealth manager$104M
- 15385Axxets WMWealth manager$101M
- 15432LW Capital Management, LLCPrivate fund adviser$99M
- 15434Arex Capital Management, LPPrivate fund adviser$99M
- 15524Pura Vida Investments, LLCPrivate fund adviser$91M
- 15642RSD AdvisorsWealth manager$78M
- 15699Silver Advisors, LLCWealth manager$72M
- 15705Schultze Asset Management, LPPrivate fund adviser$72M
- 15728Capital Formation Advisers LLCWealth manager$68M
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