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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- 11693Whalen FinancialWealth manager$223M
- 11698Carey Wealth ManagementWealth managerWrap sponsor$223M
- 11699Aldebaran Financial IncWealth manager$223M
- 11700Sharpepoint, LLCWealth manager$223M
- 11703Milestones Private Investment Advisors LLCWealth manager$223M
- 11704Innealta CapitalAsset manager$222M
- 11705RWM Capital, LLCWealth manager$222M
- 11706KMT Wealth Management, LLCWealth manager$222M
- 11710Q Capital SolutionsWealth manager$222M
- 11711Colrain Capital LLCWealth manager$222M
- 11712Maclean Capital Advisors, LLCWealth managerHybrid$222M
- 11713Phillip James Financial Co.Wealth manager$222M
- 11714Ring Mountain Capital, LLCWealth manager$222M
- 11717Sincerus AdvisoryWealth manager$222M
- 11718Cross Border Wealth, LLCWealth manager$222M
- 11720Via IV Investments, LLCWealth manager$222M
- 11722Optimize Financial Inc.Asset manager$222M
- 11724Pacific Park Financial, Inc.Wealth manager$222M
- 11726Hager Investment Management Services, LLCWealth manager$222M
- 11727Diazo, LLCWealth manager$222M
- 11728Avantra Family Wealth, Inc.Wealth managerHybrid$222M
- 11730Riverglades Family Offices, LLCWealth manager$221M
- 11732Halcyon Global AdvisorsWealth managerWrap sponsor$221M
- 11733Wisdom Index AdvisorsWealth manager$221M
- 11734Asset Management Advisors, LLCWealth manager$221M
- 11737Lyle & Forsyth Investment ManagersWealth manager$221M
- 11741Pullen Investment ManagementWealth manager$221M
- 11743Kroon & Mitchell Asset Management LLCWealth manager$221M
- 11746McCartney Wealth Management LLCWealth manager$221M
- 11750Strategic Financial Planning, Inc.Wealth manager$221M
- 11752Intrinsic Value Partners, LLCWealth manager$221M
- 11754Great Gable Wealth Management, LLCWealth manager$221M
- 11756Haverdink Financial Management, LLCWealth manager$220M
- 11757Blvd Private Wealth, LLCWealth manager$220M
- 11758Lovett Investment Consulting LLCWealth manager$220M
- 11765Cornerstone Financial GroupWealth manager$220M
- 11768Jericho FinancialWealth manager$220M
- 11769Family Office Investment Advisory LLCAsset manager$220M
- 11774Alpha Wealth Strategies, LLCWealth manager$220M
- 11775Veritas Wealth ManagementWealth manager$220M
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