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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- 11860Brown Capital Management, LLCWealth manager$216M
- 11862Ark Wealth ManagementWealth manager$216M
- 11863Sky Alpha Asset AdvisorsWealth manager$216M
- 11870Marrick WealthWealth manager$216M
- 11871Kennedy Wealth & Tax Management, LLCWealth manager$215M
- 11872Levin Funding Group LLCWealth manager$215M
- 11874Advantage Investment ManagementWealth manager$215M
- 11876Illumine Investment Management, LLCWealth manager$215M
- 11877Dishmi Capital, LLCWealth managerWrap sponsor$215M
- 11878Consilium, LLCAsset manager$215M
- 11879Providence Financial and Insurances, Inc.Wealth manager$215M
- 11880Financial Service Group IncWealth manager$215M
- 11881Florian Financial Group LLCWealth manager$215M
- 11883Simplyria Advisor NetworkWealth manager$215M
- 11884Schultz Financial Group IncorporatedWealth manager$215M
- 11886Kinwell LLCAsset manager$215M
- 11887Downshift FinancialWealth manager$215M
- 11890Eastsound Capital Advisors, LLCWealth manager$215M
- 11891UTA LLCWealth manager$215M
- 11895Noblebridge WealthWealth managerHybrid$215M
- 11898Wealth With NO Regrets®Wealth manager$214M
- 11900Continuity Wealth Management, Corp.Wealth manager$214M
- 11901Wealthtrak AdvisorsWealth managerHybrid$214M
- 11902Sage Hill CapitalWealth manager$214M
- 11903Ponta Wealth Partners, LLCWealth manager$214M
- 11904Equitas Capital Advisors,llcAsset manager$214M
- 11905ViableWealth managerHybrid$214M
- 11908Alpha Wealth Funds, LLCPrivate fund adviser$214M
- 11909Adaptive Wealth EngineeringWealth manager$214M
- 11911Premis Advisors, LLCWealth manager$214M
- 11914Retiremitten Financial LLCWealth manager$214M
- 11915Locker Financial Services, LLCWealth manager$214M
- 11917A4 Wealth Advisors LLCWealth managerHybrid$214M
- 11918Lindahl & Mansager IncWealth manager$214M
- 11919Global Trust Wealth Management LLCWealth manager$214M
- 11922Argyle Capital Partners, LLCWealth manager$214M
- 11924Floyd Capital ManagementWealth manager$214M
- 11927Signal Tree Financial Partners LLCWealth manager$213M
- 11930Elite Income Advisors, Inc.Wealth manager$213M
- 11933AO Wealth AdvisoryWealth manager$213M
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