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.
290 firms manage $10.3 trillionMorgan Stanley
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- 162659 North Capital Management, LPPrivate fund adviser$7.5B
- 1640Eventide Asset Management, LLCAsset managerHybrid$7.4B
- 1693One Madison Group LLCAsset manager$7.0B
- 1713Pgim Custom Harvest LLCWealth managerPublic-company ownedHybridPruco Securities, LLC, Prudential Annuities Distributors, Inc$6.9B
- 1744The Bollard Group LLCWealth manager$6.7B
- 1754Aspen Grove Capital, LLCWealth manager$6.7B
- 1759Dorsal Capital Management, LPPrivate fund adviser$6.6B
- 1852Energy Income PartnersAsset managerHybrid$6.1B
- 1942Geneva Capital Management LLCAsset managerHybrid$5.6B
- 1973Vestal Point Capital, LPPrivate fund adviser$5.5B
- 2001Sofinnova Investments, Inc.Private fund adviser$5.4B
- 2073Indus Capital Partners, LLCPrivate fund adviser$5.1B
- 2121Impactassets Capital Partners PB LLCAsset manager$4.9B
- 2151Encompass Capital Advisors LLCPrivate fund adviser$4.8B
- 2213Summit Partners Public Asset Management, LLCPrivate fund adviser$4.6B
- 2216Templeton Investment Counsel, LLCAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited$4.6B
- 2266Paradigm Biocapital Advisors LPPrivate fund adviser$4.5B
- 2301Campbell & Company Investment Adviser LLCAsset managerHybridCampbell Financial Services, LLC$4.3B
- 2342Scharf Investments, LLCAsset managerAffiliated broker-dealerIM Global US Distributors LLC$4.2B
- 2386Finaccess Advisors LLCPrivate fund adviser$4.1B
- 2409Valor Advisors LLCWealth manager$4.0B
- 2440Atalanta Sosnoff Management, LLCAsset managerAffiliated broker-dealerEvercore Group L.L.C.$3.9B
- 2444Clinton Investment Management, LLCWealth managerWrap sponsor$3.9B
- 2471Cormorant Asset Management, LPPrivate fund adviser$3.8B
- 2483Miller Howard Investments IncAsset managerHybrid$3.8B
- 2501GFS Advisors LLCAsset managerHybridGlobal Financial Services, L.L.C., clears through Pershing, Raymond James$3.8B
- 2681Verger Capital ManagementPrivate fund adviserHybrid$3.3B
- 2719Cumberland AdvisorsWealth managerBank-affiliated$3.2B
- 2779Alphasimplex Group, LLCAsset managerHybridVP Distributors LLC$3.1B
- 2790Leucadia Asset Management LLCPrivate fund adviserHybridJefferies (japan) Limited Tokyo Branch, Jefferies Financial Services, Inc.$3.1B
- 2829Barksdale Investment ManagementAsset manager$3.0B
- 2832Larch Capital Partners LLCAsset manager$3.0B
- 2841Mmbg Investment Advisors Co.Wealth manager$3.0B
- 2863Mane Global Capital Management LPAsset manager$2.9B
- 2873Cambiar Investors, LLCWealth managerHybrid$2.9B
- 2882Renaissance Investment ManagementAsset managerAffiliated broker-dealer$2.9B
- 2902LM Advisors LLCWealth manager$2.9B
- 2907Melqart Asset Management (UK) LTDPrivate fund adviser$2.9B
- 2936Basswood Capital Management, L.L.C.Private fund adviser$2.8B
- 2953Toms Capital Investment Management LPPrivate fund adviser$2.8B
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