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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- 3000Serone Capital Management LLPPrivate fund adviser$2.7B
- 3018Sagewood Asset Management LPWealth manager$2.7B
- 3148Cincinnati Asset Management IncWealth managerWrap sponsor$2.5B
- 3174Azora Capital LPPrivate fund adviser$2.5B
- 3283Mudita ManagementPrivate fund adviser$2.4B
- 3345RSW InvestmentsWealth managerWrap sponsorAffiliated broker-dealerResolute Investment Distributors, Inc.$2.3B
- 3375Waratah Capital Advisors LTD.Private fund adviser$2.3B
- 3392Pacific Income Advisers IncAsset managerHybridSyndicated Capital, Inc.$2.2B
- 3402Passaic Partners LLCAsset manager$2.2B
- 3454Hite Hedge Asset Management LLCPrivate fund adviser$2.2B
- 3463Catalio Capital Management, LPPrivate fund adviser$2.2B
- 3525Blue Grotto Capital, LLCAsset manager$2.1B
- 3579PCM Encore, LLCWealth manager$2.0B
- 3614Rush Island Management, LPPrivate fund adviser$2.0B
- 3664Boldhaven ManagementPrivate fund adviser$2.0B
- 3724Magnetar Asset Management LLCAsset manager$1.9B
- 3734Artemis Wealth Advisors, LLCAsset manager$1.9B
- 3765Broad Bay Capital Management LPAsset manager$1.9B
- 3803Monashee Investment Management, LLCAsset manager$1.9B
- 3905Alternative Investment Management, LLCPrivate fund adviser$1.8B
- 3908Talos Eurisko Asset Management LPPrivate fund adviser$1.8B
- 3976North Peak Capital Management, LLCPrivate fund adviser$1.7B
- 3985Parsifal Capital Management, LPPrivate fund adviser$1.7B
- 4052Park Presidio Capital LLCPrivate fund adviser$1.6B
- 4065Ardsley PartnersPrivate fund adviser$1.6B
- 4074Wealhouse Capital Limited PartnershipWealth manager$1.6B
- 4094Sierra Capital LLCWealth manager$1.6B
- 4108Silverarc Capital Management, LLCPrivate fund adviser$1.6B
- 4173Gladstone ManagementPrivate fund adviser$1.6B
- 4185Red Cliff Asset Management LimitedPrivate fund adviser$1.5B
- 4247John G. Ullman & Associates, IncWealth manager$1.5B
- 4264Stony Point CapitalAsset manager$1.5B
- 4331Activest Wealth Management, LLCWealth manager$1.5B
- 4458Fourworld Capital Management LLCPrivate fund adviser$1.4B
- 4488SG Capital Management LLCPrivate fund adviser$1.4B
- 4608Chilton Investment Company, Inc.Asset manager$1.3B
- 4655SIO Capital Management, LLCPrivate fund adviser$1.3B
- 4662Zentific Investment Management LimitedAsset manager$1.3B
- 4669Nishkama Capital LLCPrivate fund adviser$1.3B
- 4681Connors Investor Services IncWealth manager$1.3B
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