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
- 10156Capital Wealth Alliance, LLCWealth managerHybrid$300M
- 10179Stonepath Wealth ManagementWealth manager$299M
- 10183Kovalcik & Geraghty Wealth Partners LLPWealth manager$299M
- 10188Dovetail Financial Group LLCWealth manager$299M
- 10245Douglas Capital Management IncAsset manager$295M
- 10371Southwest Money Management IncAsset manager$288M
- 10424Mosaic Wealth Management LLCWealth managerWrap sponsor$285M
- 10501Bennington Financial Planning GroupBroker-dealer firmHybridD. B. McKenna & Co., Inc.$281M
- 10524Willow Creek Capital Management, Inc.Wealth managerHybrid$280M
- 10548Schlegel Dunn LLCWealth manager$279M
- 10550Horizon Family Wealth, Inc.Wealth manager$279M
- 10574Accordant Advisory Group, Inc.Wealth managerWrap sponsor$278M
- 10577Macco Financial Group, Inc.Wealth manager$278M
- 10626Berry Wealth GroupWealth manager$275M
- 10633Chronos Wealth Management, L.L.C.Wealth manager$274M
- 10654Conscious Wealth Investments, LLCWealth manager$273M
- 10673Invest Capital PartnersWealth manager$272M
- 10744Reliant Investment Partners, LLCWealth manager$268M
- 10764Harbour Wealth Management Group, Inc.Wealth managerWrap sponsorHybrid$266M
- 10786Innova AdvisorsAsset managerHybridAtlantis Global Investors, Auerbach Grayson & Company LLC$265M
- 10792BNB Wealth Mangagement, LLCWealth managerWrap sponsorHybrid$265M
- 10801Wallace Hart Capital ManagementWealth manager$264M
- 10884Storyone Family OfficeWealth manager$259M
- 10907Equity Wealth Partners, LLCWealth managerHybrid$259M
- 10909Redwood Family Wealth LLCWealth managerHybrid$259M
- 10939Texas Family Wealth, LLCWealth managerWrap sponsor$257M
- 10950Delarme Wealth Management, Inc.Wealth manager$257M
- 10955Argo Wealth Advisory, LLCWealth manager$256M
- 10968Muirfield Wealth Advisors LLCWealth manager$256M
- 11046DB & C Advisors, LLCWealth manager$252M
- 11117Prairie Rivers Investments, LLCWealth managerWrap sponsorHybrid$249M
- 11155AGP Franklin, LLCWealth managerWrap sponsor$247M
- 11172NefpgWealth managerHybrid$246M
- 11212Invera Wealth Advisors LLCWealth manager$244M
- 11221Pursue Wealth Partners, LLCWealth managerHybrid$243M
- 112521620 Investment Advisors, Inc.Wealth manager$242M
- 11273Carlin Wealth Management Group, LLCWealth manager$241M
- 11313Galleria Financial Advisors, LLCWealth manager$239M
- 11328Total Wealth Planning and Management, Inc.Wealth managerWrap sponsor$239M
- 11344Sequoia Wealth Management GroupWealth manager$238M
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