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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- 7305Inveris US LLCAsset manager$568M
- 7370Wedgewood Partners, Inc.Wealth manager$561M
- 7680Quantech Solution Partners North America Inc.Asset manager$518M
- 7729Cypress Point Investment Management LPAsset manager$512M
- 7748Mana Advisors LLCAsset manager$509M
- 780611 Capital Partners LPAsset manager$504M
- 7861Klosters CapitalAsset manager$496M
- 7869Infanger Investment Technology, LLCAsset manager$495M
- 8081Octogone NAAsset manager$470M
- 8349Ikalon Advisors LLCAsset manager$442M
- 8353MeridianaWealth manager$442M
- 8422Princeton Capital Management LLCWealth manager$435M
- 8435Sestante Family OfficeWealth manager$434M
- 8449Third North Capital LPAsset manager$432M
- 8478Square Wave CapitalPrivate fund adviser$429M
- 8708Fifth Force ManagementWealth manager$407M
- 8809Diadema Partners LPPrivate fund adviser$398M
- 8837The Visualize Group LPPrivate fund adviser$396M
- 8844Galapagos Advisory LLCAsset managerHybridGalapagos Capital Distribuidora De Titulos E Valores Mobiliarios S.A.$396M
- 8926JJP Capital Management, Inc.Wealth manager$390M
- 8930In ON CapitalWealth managerAffiliated broker-dealerIn ON Capital S.A.$389M
- 8945Ridgeview Asset Management Partners, LLCWealth manager$388M
- 8948Orso Partners, LPAsset manager$387M
- 9003Keating Investment Counselors IncWealth manager$383M
- 9034Philosmith Capital CorporationBroker-dealer firmHybridPhilosmith Securities LLC$380M
- 9123Odyssean, LLCAsset manager$373M
- 9143Guggenheim Wealth Solutions, LLCAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing$371M
- 9176Aragon Global Management, LPAsset manager$369M
- 9209Haverford Financial Services, Inc.Asset manager$366M
- 9285ACP Capital Management, LLCWealth managerHybridACP Securities, LLC$360M
- 9292Lynk Capital Management Company, LLCPrivate fund adviserHybrid$360M
- 9368Catenary Alternatives Asset Management, LLCAsset manager$353M
- 9528RM Private Wealth ManagementWealth manager$341M
- 9549Superstring Capital Management LPPrivate fund adviser$340M
- 9652Congruence Capital, LLCAsset manager$334M
- 9687Cambridge Financial Group, Inc.Wealth managerWrap sponsor$331M
- 9749RYE Brook Capital, LLCAsset manager$327M
- 9755Vinci Partners USAAsset managerHybridCG Compass (USA) LLC, Vinci Assessoria Financeira Ltda., clears through Pershing$327M
- 9815Reik & Co., LLCWealth manager$322M
- 9872BayforestPrivate fund adviser$318M
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