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
- 11351Rachor Investment Advisory Services, LLCWealth manager$238M
- 11354Golden Road Advisors LLCWealth manager$238M
- 11424Rademacher Financial, Inc.Wealth manager$234M
- 11502Wharton Midmarket Investment Advisors IncWealth managerHybridWharton Midmarket Securities Inc., clears through Raymond James$231M
- 11539Rightwealth Advisors, LLCWealth managerHybrid$229M
- 11583Commonwealth Financial Planners IncWealth managerHybrid$228M
- 11648Inman Jager Wealth Management, LLCWealth manager$225M
- 11649Edgewater Pro Sports FinancialWealth managerHybrid$225M
- 11667Meritis Wealth Management, Inc.Wealth manager$224M
- 11676Mainstream Capital ManagementWealth managerHybrid$224M
- 11701Crossgen Wealth LLCWealth managerWrap sponsor$223M
- 11725Bond Tech IncAsset manager$222M
- 11729Carroll Investors, Inc.Wealth manager$221M
- 11787Robert Stephen Capital Management LLCWealth manager$219M
- 11825Cedrus Wealth GroupWealth manager$218M
- 11829Sound Financial Strategies Group, LLCWealth managerHybrid$218M
- 11893Quest Wealth Solutions, Inc.Wealth manager$215M
- 11903Ponta Wealth Partners, LLCWealth manager$214M
- 11920Coastline Complete Wealth LLCWealth managerWrap sponsor$214M
- 11965Silver Lake Capital PartnersWealth manager$212M
- 11988Fairbanks Capital Management, Inc.Wealth manager$211M
- 12080Flying Point Financial, Inc.Wealth manager$207M
- 12112Enduring Wealth Management, LLCWealth managerHybrid$205M
- 12150Lightsquare Wealth Management, LLCWealth manager$204M
- 12311REI Wealth ManagementWealth manager$197M
- 12330Monson Wealth Management LLCAsset manager$196M
- 12354Northstar Financial Advisors, Inc.Wealth manager$195M
- 12389Sandia Wealth Management, LLCWealth manager$193M
- 12431Park State Asset Management LLCWealth manager$192M
- 12444Southport Station Financial Management, LLCWealth managerHybrid$192M
- 12447Pierson Wealth ManagementWealth manager$192M
- 12602Winthrop Partners - WNY, LLCWealth manager$186M
- 12607Eagle Investment AdvisorsWealth manager$186M
- 12654Rivertree Advisors, LLCWealth manager$184M
- 12697Anchored Financial Planning LLCWealth managerWrap sponsor$183M
- 12808Mirretti Perryman Wealth Strategies, LLCWealth managerWrap sponsor$179M
- 12822Index Technologies Group LLCAsset manager$178M
- 12862Beyond Financial ServicesWealth managerHybrid$177M
- 12868Collins Advisors, LLCWealth manager$176M
- 12888IntentionalWealth managerHybrid$176M
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