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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- 4209Meteora Capital, LLCPrivate fund adviserHybrid$1.5B
- 4224Albritton Capital Management CoAsset managerHybridA & M Securities, LLC$1.5B
- 4227Next Century Growth Investors LLCAsset manager$1.5B
- 4268The Informed Momentum Company LLCAsset managerAffiliated broker-dealerRoth Capital Partners, LLC$1.5B
- 4273Kyobo Life Asset Management (america) Co., LTD.Asset managerAffiliated broker-dealer$1.5B
- 4331Activest Wealth Management, LLCWealth manager$1.5B
- 4347Nicholas Investment Partners, L.P.Asset managerHybrid$1.5B
- 4381Nassau Alternative Investments LLCAsset managerAffiliated broker-dealer1851 Securities, Inc$1.4B
- 4388Paradice Investment Management LLCAsset manager$1.4B
- 4416V-Square Quantitative ManagementWealth manager$1.4B
- 4439Greenline PartnersWealth manager$1.4B
- 4487Pandi, LLCAsset manager$1.4B
- 4514DiaphanumWealth manager$1.4B
- 4521Roosevelt Capital Management LLCAsset manager$1.4B
- 4555Fifth Avenue Family OfficeWealth manager$1.4B
- 4612Allie Family Office LLCAsset manager$1.3B
- 4642Snowwater Investment Partners, LLCWealth managerHybrid$1.3B
- 4662Zentific Investment Management LimitedAsset manager$1.3B
- 4678Symphony Financial Partners (singapore) PTE. LTD.Private fund adviser$1.3B
- 4679Bigsur Partners, LLCWealth manager$1.3B
- 4680Private Capital Advisors, Inc.Wealth manager$1.3B
- 4727Legato Capital Management, LLCAsset manager$1.3B
- 4753NEO Ivy Capital Management, LLCAsset manager$1.2B
- 4800Qtron Investments LLCAsset manager$1.2B
- 4856Breakout Capital PartnersPrivate fund adviser$1.2B
- 4866Silverback Asset Management, LLCAsset manager$1.2B
- 4967Ab2 Capital Partners LLCWealth manager$1.1B
- 4982Mark Asset Management LPAsset manager$1.1B
- 5003Goodnow Investment Group LLCPrivate fund adviser$1.1B
- 5016MG Financial LLCWealth manager$1.1B
- 5046Founders Family OfficeWealth manager$1.1B
- 5078Riverbend Capital Advisors, LLCWealth manager$1.1B
- 5189Penso Advisors, LLCPrivate fund adviser$1.1B
- 5231Panoramika Advisors Inc.Asset manager$1.1B
- 5242Nassau Private Credit LLCAsset managerAffiliated broker-dealer1851 Securities, Inc$1.0B
- 5291Decagon Asset Management LLPAsset manager$1.0B
- 5512Foresight Global Investors, Inc.Asset manager$955M
- 5517Slow Capital, Inc.Asset manager$953M
- 5528Robotti & Company Advisors, LLCPrivate fund adviserHybridRobotti Securities, LLC$950M
- 5557Cedar Street Asset Management LLCAsset manager$938M
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