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.
323 firms manage $1.4 trillionRaymond James
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 7161Master's Wealth Management Inc.Wealth managerWrap sponsor$590M
- 7191Kreitler Financial LLCWealth manager$585M
- 7272North Shore Private Asset Management, LLCWealth managerHybrid$573M
- 7299Gilliland Jeter Wealth Management, LLCWealth manager$569M
- 7308Scissortail Wealth Management, LLCWealth managerHybrid$568M
- 7412Kooman & AssociatesWealth manager$556M
- 7532Deans Knight Capital ManagementPrivate fund adviser$538M
- 7608Council Oak Wealth AdvisorsWealth manager$529M
- 7614Peterson Wealth Services Inc.Wealth manager$529M
- 7711Uhler Vertich White AdvisorsWealth managerHybrid$514M
- 7796Bellars Harris Wealth ManagementWealth managerWrap sponsor$505M
- 7878Busey Capital Management, Inc.Asset manager$494M
- 7880Allred Harris Wealth Management.Wealth managerWrap sponsor$493M
- 7932Objectivity Squared Wealth ManagementWealth managerWrap sponsor$488M
- 7965Legacy Financial Independent Advisors LLCWealth manager$484M
- 8042Trueblood Wealth Management, LLCWealth manager$474M
- 8087Lakeshore Financial Planning Inc.Wealth manager$469M
- 8100Fortitude Advisory Group L.L.C.Wealth managerHybrid$468M
- 8108Z3 Capital PartnersWealth managerWrap sponsor$467M
- 8169Roth Financial Partners LLCWealth manager$460M
- 8192Pursuit Wealth Strategies, LLCWealth manager$457M
- 8229Laurel Wealth PlanningWealth manager$454M
- 8280Osprey Private Wealth LLCWealth manager$448M
- 8321Credit Capital InvestmentsPrivate fund adviser$444M
- 8364Sage Private Wealth Group, LLCWealth manager$441M
- 8370Tower Wealth PartnersWealth manager$440M
- 8398Arnold Weitz & CoWealth managerHybrid$438M
- 8454Music Row Wealth ManagementWealth manager$432M
- 8506TGS Financial AdvisorsWealth managerWrap sponsor$426M
- 8514Quad-Cities Investment Group, LLCWealth manager$426M
- 8590Mauney-Pitt Financial Management, Inc.Wealth manager$418M
- 8597Coquina Private Wealth AdvisorsWealth managerWrap sponsor$418M
- 8683Hilton Head Capital Partners, LLCWealth manager$410M
- 8721Palogic Value Management, L.P.Wealth managerWrap sponsor$406M
- 8778H. L. Ormond & Company, LLCWealth manager$401M
- 8779TAR River Wealth Planning, LLCWealth managerWrap sponsor$401M
- 8791Keyes, Stange & Wooten Wealth Management, LLCWealth managerHybrid$400M
- 8836Kirtland Financial Management, Inc.Wealth managerHybrid$396M
- 89081776 Wealth LLCWealth managerAffiliated broker-dealerKindling MBD LLC$391M
- 891716th Amendment Advisors LLCWealth manager$390M
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