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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- 11777RHS Financial, LLCWealth manager$220M
- 11779Elevation Wealth Partners LLCWealth managerHybrid$220M
- 11782Copper Leaf Financial, LLCWealth manager$220M
- 11785Skyoak Capital, Inc.Wealth manager$219M
- 11788Motiv8 Investments LLCWealth manager$219M
- 11791Summit Financial Working With People You TrustWealth managerHybrid$219M
- 11793Romain Walsh Clerou Professional Investment MgmtWealth manager$219M
- 11794EMC Capital Management, LLCWealth manager$219M
- 11795SAN Blas Advisory, Inc.Wealth managerHybridSAN Blas Securities LLC$219M
- 11797E-Wealth PartnersWealth manager$219M
- 11798Christian Financial AdvisorsWealth manager$219M
- 11799Foster & Wood, Inc.Asset manager$219M
- 11801Griffith & Werner, Inc.Wealth manager$219M
- 11804Park Square Financial Group LLCWealth managerWrap sponsor$219M
- 11807Great Hill AdvisoryWealth manager$218M
- 11808Alpha Financial Advisors, LLCWealth manager$218M
- 11812Strategic Asset Management LLC.Wealth managerHybrid$218M
- 11814Integrated Wealthcare, LLCWealth manager$218M
- 11815Manuka FinancialWealth manager$218M
- 11822Arrow Wealth Advisory LLCAsset manager$218M
- 11824Dobson Asset ManagementWealth manager$218M
- 11829Sound Financial Strategies Group, LLCWealth managerHybrid$218M
- 11830Parker Financial Advisors LLCWealth manager$218M
- 11832Callahan Capital ManagementWealth manager$217M
- 11833Presidio Wealth ManagementWealth manager$217M
- 11834Advanced Portfolio StrategiesWealth manager$217M
- 11836Wealthtrust Asset Management, LLCWealth managerWrap sponsor$217M
- 11837Ciovacco Capital ManagementWealth manager$217M
- 11838Sheridan Capital Management, LLCWealth manager$217M
- 11839Grange Capital, LLCWealth manager$217M
- 11840New Horizon Financial Strategies, LLCWealth manager$217M
- 11841Costello Financial Planning, Inc.Wealth manager$217M
- 11846Paladin FinancialWealth managerHybridGradient Securities, LLC$217M
- 11848Lifetime Wealth Management P.C.Wealth manager$217M
- 11851Blackridge Asset Management, LLCWealth managerHybridPeak Brokerage Services, LLC, Thurston, Springer, Miller, Herd & Titak, Inc., clears through Wells Fargo Clearing Services$217M
- 11852The Simmons Partnership, IncWealth manager$217M
- 11853FFG Retirement CounselingWealth managerWrap sponsor$216M
- 11854Aegis Wealth Management, Inc.Wealth manager$216M
- 11855Hofer & Associates Wealth ManagementWealth manager$216M
- 11857Delta Advisory Group, Inc.Wealth manager$216M
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