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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- 9880Twin Securities, Inc.Private fund adviser$318M
- 9959Lagoda Investment Management, L.P.Wealth managerPublic-company owned$313M
- 9989Guardian Investment ManagementWealth manager$310M
- 10016Chronometer Partners LPAsset manager$308M
- 10021Covington & Associates, Inc.Wealth manager$308M
- 10193Aqua Advisors LLCWealth manager$299M
- 10241Square Advisors, LLCAsset manager$295M
- 10270Nuclo WealthAsset manager$294M
- 10323Mbia Capital AdvisorsWealth manager$290M
- 10468Modum Asset Management LLCWealth manager$283M
- 10521WWM Advisory Inc.Wealth manager$280M
- 10671Bull Street AdvisorsWealth manager$272M
- 10693CBG & Company, Inc.Wealth manager$271M
- 10706Kaleido Capital Partners LimitedAsset manager$270M
- 10754Arsenal Capital Advisors LLCWealth manager$267M
- 10768Garnett Advisors, LLCAsset manager$266M
- 10786Innova AdvisorsAsset managerHybridAtlantis Global Investors, Auerbach Grayson & Company LLC$265M
- 10946Prospect Hill Management, LLCWealth manager$257M
- 11016Heronetta Management, L.P.Wealth manager$254M
- 11099Beadell A D Investment Counsel IncWealth manager$250M
- 11104Kutumb Investments LLCAsset manager$250M
- 11123Galliott Capital Advisors, LLCAsset manager$249M
- 11284Eads & Heald Wealth ManagementWealth managerWrap sponsor$240M
- 11318Birchview Capital, LPWealth manager$239M
- 11495L&s Investment Advisors, LLCAsset manager$231M
- 11549Hemisphere Partners LLCWealth manager$229M
- 11585MRP Capital Investments, LLCWealth managerHybrid$228M
- 11608Perryridge Capital LPPrivate fund adviser$227M
- 11731Lynx Advisory PartnersWealth manager$221M
- 11954Patrick Mauro Investment Advisor, Inc.Wealth manager$212M
- 11959OAC Capital Advisors LLCAsset manager$212M
- 12008Sander Capital Advisors, Inc.Wealth manager$210M
- 12024Shellman Investment Management, LLCWealth managerHybridSeminario Securities LLC, clears through Pershing$210M
- 12064Terraform Wealth, LLCWealth manager$208M
- 12306Concordia Wealth Management, LLCWealth manager$197M
- 12332Hillman Capital Management IncAsset managerHybrid$196M
- 12448Pettee Investors IncWealth manager$192M
- 12537Amicorp Wealth ServicesAsset managerAffiliated broker-dealerAmergeris Global Markets (UK) LTD, Amicorp Asset Management Singapore PTE. LTD$189M
- 12588Picea Capital LLCWealth manager$187M
- 12827Lansing Management, LPPrivate fund adviser$178M
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