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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- 12081Strategic Wealth Advisors Group, Inc.Wealth manager$207M
- 12082Stillwater Wealth Management Group LLCWealth manager$207M
- 12083Foliobeyond, LLCAsset managerHybrid$207M
- 12085Kenneth Frenke & CoWealth manager$207M
- 12086Masonboro AdvisorsWealth manager$206M
- 12088Bauman Wealth AdvisorsWealth manager$206M
- 12089Alexis Investment Partners, LLCAsset manager$206M
- 12090Cooksen Wealth, LLCWealth manager$206M
- 12094HFH Planning Inc.Wealth manager$206M
- 12096Hardworking Capital Advisors, LLCWealth managerHybrid$206M
- 12098Brightpath Wealth Planning, LLCWealth manager$206M
- 12103Western Pacific Wealth Management, LPWealth manager$206M
- 12104Manhattan Global Asset Management LLCWealth manager$206M
- 12106Rookwood Wealth Management, LLCWealth manager$205M
- 12110Blue Marble InvestmentsWealth managerHybrid$205M
- 12115Flavin Financial Services, Inc.Wealth manager$205M
- 121163rd Creek InvestmentsWealth manager$205M
- 12117Kirk Capital Advisors LLCWealth manager$205M
- 12118Northavenue LLCWealth manager$205M
- 12121Kohlhepp Investment Advisors, LTD.Wealth managerHybrid$205M
- 12122Mittelman Wealth ManagementWealth manager$205M
- 12123Donalies Financial Planning, LLCWealth manager$205M
- 12124Momentum Wealth PlanningWealth manager$205M
- 12125Broyhill Asset Management, LLCAsset manager$205M
- 12127The William Allan CorporationWealth manager$204M
- 12128Guardant Wealth AdvisorsWealth manager$204M
- 12129Prospect Financial Group LLCWealth manager$204M
- 12132Guiry Capital Management, LLCWealth manager$204M
- 12134Royal Capital Wealth Management LLCWealth manager$204M
- 12135Frankly FinancesWealth manager$204M
- 12136Portus Wealth Advisors, LLCWealth manager$204M
- 12139Viden Arbor CapitalWealth manager$204M
- 12146Moler Capital ManagementWealth manager$204M
- 12148Rochester Wealth Strategies, LLCWealth manager$204M
- 12155Kahala Financial Advisors, LLCWealth manager$203M
- 12157WJ Financial Advisors, LLCWealth manager$203M
- 12159New Horizons Wealth ManagementWealth managerWrap sponsorHybrid$203M
- 12166Forness Financial LLCWealth managerWrap sponsor$203M
- 12173McGuire Capital Advisors, Inc.Wealth manager$202M
- 12174Robinson Value Management, LTD.Wealth manager$202M
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