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
- 8921Davis Investment Partners, LLCWealth manager$390M
- 9002Vista Investment PartnersWealth managerHybrid$383M
- 9007Canopy 360 Wealth, LLCWealth managerWrap sponsor$383M
- 9032Wealth Benefit Advisors, LLCWealth managerHybrid$381M
- 9090Stonecrest Wealth Management, IncWealth managerHybrid$376M
- 9122Morey & Quinn Wealth PartnersWealth managerWrap sponsorHybrid$373M
- 9127The Karras Company, Inc.Wealth managerHybrid$373M
- 9135Callahan Wealth AdvisoryWealth managerWrap sponsorHybrid$372M
- 9141Union Strategic AdvisorsWealth managerWrap sponsor$372M
- 9155Langley Wealth Management, LLCWealth managerHybrid$371M
- 9250Greenfield Seitz Capital Management, LLCWealth manager$363M
- 9255Leclair Wealth PartnersWealth managerWrap sponsorHybrid$363M
- 9272MRA Advisory GroupWealth managerWrap sponsor$361M
- 9279Transcendent Capital GroupWealth managerHybrid$361M
- 9293Novak & Powell Financial Services, Inc.Wealth manager$359M
- 9295The David J. Yvars Group Inc.Wealth manager$359M
- 9333Wealth OklahomaWealth managerWrap sponsorHybrid$356M
- 9354Resurgent AdvisorsWealth manager$355M
- 9364Piedmont Wealth AdvisoryWealth manager$354M
- 9412Superior Planning Wealth Management & Family OfficeWealth managerHybrid$350M
- 9472Black Toro LLCAsset manager$345M
- 9488Bourne Lent Asset Managament, Inc.Wealth manager$344M
- 9502Capstone Investment GroupWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)$343M
- 9520Dhody Investment GroupPrivate fund adviser$341M
- 9532Phillips Wealth Planners LLCWealth manager$341M
- 9535Scholtz & Company, LLCWealth manager$341M
- 9538Oliver Wealth ManagementWealth manager$340M
- 9546Quantum Portfolio Management, LLCAsset manager$340M
- 9575Bookends Financial PlanningWealth manager$338M
- 9597TRU Independence Asset Management, LLCWealth managerWrap sponsorHybrid$337M
- 9722Pearl PlanningWealth manager$329M
- 9762Law & Associates IncWealth managerHybrid$327M
- 9804Next Level Wealth Planning, LLCWealth manager$323M
- 9812Kapstone Financial Advisors LLCWealth manager$322M
- 9997American Wealth Management, Inc.Wealth manager$310M
- 10068Joel Adams and Associates Inc.Wealth managerWrap sponsor$306M
- 10079Kachkovsky & Fisher, Inc.Wealth managerWrap sponsor$305M
- 10086Broadview Wealth PartnersWealth manager$305M
- 10117Clientfirst Wealth Management, LLCWealth manager$303M
- 10124Access Financial Group, Inc.Broker-dealer firmHybrid$302M
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