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
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- 11601Retirement Wealth Solutions LLCWealth manager$227M
- 11602Premier Estate Planners, LLCWealth manager$227M
- 11604Naples Wealth PlanningWealth managerHybrid$227M
- 11610Mindoro Capital Partners LLCWealth manager$226M
- 11612D.H. Hill Advisors, Inc.Wealth managerHybridD.H. Hill Securities, Lllp$226M
- 11613Mentor Capital Management Inc.Wealth manager$226M
- 11617Denali Wealth Management, Inc.Wealth manager$226M
- 11618Elevation Advisory Partners LLCWealth managerHybrid$226M
- 11619Valpey Financial Services LLCWealth manager$226M
- 11622Polaris Financial Partners, LLCWealth managerWrap sponsor$226M
- 11626Professional FinancialWealth manager$226M
- 11628Evansbrook Capital ManagementWealth manager$226M
- 11631Magnolia Financial Planning Services, Inc.Wealth manager$226M
- 11633Global Value Investment CorporationWealth managerWrap sponsor$226M
- 11638Simplified Wealth ManagementWealth manager$226M
- 11639Miller Wealth Advisors, LLCWealth manager$226M
- 11640The Tenret Company, LLCWealth manager$225M
- 11644Mindful Wealth LLCWealth manager$225M
- 11645Daniel Investment Associates, LLCWealth manager$225M
- 11650Principia Wealth Advisory, LLCWealth manager$225M
- 11652Capital Advisory Group, Inc.Wealth manager$225M
- 11656Bantamac Capital, LLCAsset manager$225M
- 11659Prato Capital ManagementWealth managerWrap sponsor$225M
- 11662Financial Management, Inc.Asset managerHybridCrews & Associates, Inc.$224M
- 11670McAlvany Wealth Management, LLCWealth manager$224M
- 11671Bucket List Wealth Management, LLCWealth manager$224M
- 11672McAlister, Sweet & Associates, Inc.Wealth managerWrap sponsor$224M
- 11674Alder Financial Group IncWealth manager$224M
- 11675Bright Angel Advisors LLCWealth manager$224M
- 11676Mainstream Capital ManagementWealth managerHybrid$224M
- 11678Kokua Capital ManagementWealth manager$224M
- 11679Wealth Teams AllianceWealth managerHybrid$224M
- 11680JHP Wealth Management, LLCWealth manager$224M
- 11681Easley Investment Consultants, Inc.Wealth managerWrap sponsor$224M
- 11683Gevers Wealth ManagementWealth manager$224M
- 11685Sterling Wealth Advisors, Inc.Wealth manager$224M
- 11687Noble Wealth Management, Inc.Wealth managerHybrid$223M
- 11688Valley Brook Capital GroupWealth manager$223M
- 11690Wincap Financial LLCWealth managerWrap sponsor$223M
- 11691Spring Capital ManagementWealth managerWrap sponsorHybrid$223M
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