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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- 12929Wall Street Investment Management, LLCAsset manager$175M
- 13052Cain Capital Management, LPWealth manager$171M
- 13054Harbor IthakaPrivate fund adviser$171M
- 13243Bice Wealth Management LLCWealth managerBank-affiliatedAffiliated broker-dealerBice Agente De Valores Limitada, Bice Inversiones Corredores De Bolsa S.A.$164M
- 13474Settian Capital LPAsset manager$157M
- 13530Vega Capital Group LLCWealth manager$155M
- 13569Lexington Capital Management LPPrivate fund adviser$153M
- 13686Felis Advantage, LPAsset manager$150M
- 13814Campbell Asset Management, LLCWealth manager$146M
- 13997Actitrust Wealth Management LLCAsset managerHybrid$141M
- 14080Garrison Bradford & Associates IncWealth manager$138M
- 14081Stratton Capital Investment Advisory LLCWealth manager$138M
- 14089Tano Capital, LLCAsset manager$138M
- 14155BH Asset Management, LLCWealth manager$136M
- 14392Obion Capital Management LPPrivate fund adviser$129M
- 14456Millenia Financial Partners, LLCWealth manager$127M
- 14492Goldfarb Financial Management, LLCAsset manager$126M
- 14546Landmark Investment Partners, L.P.Asset manager$125M
- 14608Valliance Asset Management LLCPrivate fund adviser$123M
- 14656Cypress Capital Management, LLCWealth manager$122M
- 14795Jasper Capital Hong Kong LimitedAsset manager$118M
- 14859Delphi Management IncWealth manager$117M
- 14925Uyana Partners LLCWealth manager$115M
- 14934Futura Asset Advisors LLCWealth manager$115M
- 14986Veltria Advisors Corp.Wealth managerBank-affiliated$113M
- 15032Princeton Investment Management CompanyWealth manager$112M
- 15082One OakWealth manager$110M
- 15228Stonex International Advisors IncWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities$107M
- 15290AG Global Advisors LLCWealth manager$105M
- 15304WLT PartnersAsset manager$104M
- 15314Baffin Advisors LLCWealth manager$104M
- 15385Axxets WMWealth manager$101M
- 15434Arex Capital Management, LPPrivate fund adviser$99M
- 15678Reynolds Capital Management, LLCAsset manager$74M
- 15684Sage Hill Advisory and Management LLCWealth managerHybrid$73M
- 15728Capital Formation Advisers LLCWealth manager$68M
- 15853JC Miano Investment Advisory ServiceWealth manager$55M
- 15857AlphaWealth manager$54M
- 15908Altai Capital Management, L.P.Wealth manager$50M
- 15932Hilbert 8, LLCWealth manager$47M
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