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.
6,418 firms manage $13.6 trillionCharles Schwab
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
- 115157twoWealth managerHybrid$230M
- 11517SL CapitalWealth manager$230M
- 11518Austerra Wealth Management LLCPrivate fund adviser$230M
- 11522Scratch CapitalWealth manager$230M
- 11524Chicago Investment Advisory Council, Inc.Wealth managerHybrid$230M
- 11525Grantvest Financial Group LLCWealth managerHybrid$230M
- 11528Lionshead Wealth Management, LLCWealth manager$230M
- 11530Wlth Capital Management, LLCWealth manager$230M
- 11531Montgomery FinancialWealth manager$230M
- 11532Tableaux WealthWealth manager$230M
- 11534Bradford Financial CenterWealth managerHybrid$230M
- 11535Turner Financial Group, Inc.Wealth managerHybrid$230M
- 11543Antonelli Financial Advisors, LLCWealth manager$229M
- 11546Hippocratic Financial AdvisorsWealth manager$229M
- 11547Reflection Asset ManagementAsset manager$229M
- 11549Hemisphere Partners LLCWealth manager$229M
- 11552Campion Asset Management, LLCWealth manager$229M
- 11556Westview Investment AdvisorsWealth manager$229M
- 11557X Advisors, LLCBroker-dealer firmHybrid$229M
- 11560Bruce Colin and CompanyWealth manager$229M
- 11562MSP Wealth Management, LLCWealth managerWrap sponsor$228M
- 11563Waterford Capital Investment Advisory Services LLCBroker-dealer firmHybridWaterford Capital, Inc.$228M
- 11567Meixler Investment Management, LTD.Wealth managerWrap sponsor$228M
- 11569Bay Capital Advisors, LLCWealth manager$228M
- 11576Cascade Wealth Advisors, IncWealth manager$228M
- 11577Beacon Financial AdvisorsWealth managerWrap sponsor$228M
- 11584Pilotage Private Wealth AGAsset manager$228M
- 11585MRP Capital Investments, LLCWealth managerHybrid$228M
- 11586Podell Financial Group LLCWealth manager$228M
- 11587The Wealthgarden F.S. LLCWealth manager$228M
- 11588Sandro Wealth Management LLCWealth manager$228M
- 11591Approach Retirement Advisors, LLCWealth manager$227M
- 11592Jones & Associates Premier Financial SolutionsWealth managerHybrid$227M
- 11593Keynote Financial Services, LLCWealth manager$227M
- 11594Echo45 Advisors LLCWealth manager$227M
- 11595Review Services IncWealth manager$227M
- 11596Capital CS Group, LLCAsset manager$227M
- 11597Gilpin Wealth Management LLCWealth manager$227M
- 11598Successful Money Strategies IncWealth manager$227M
- 11600Dumaine Investments LLCWealth manager$227M
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