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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- 12245KG Capital Management, LLCWealth managerHybrid$200M
- 12247CND FinancialWealth manager$199M
- 12248Glenwood Investment Group, LLCWealth manager$199M
- 12249Advisor.investmentsWealth manager$199M
- 12250Pingora Partners LLCWealth manager$199M
- 12253Miller Global Investments, L.L.C.Wealth manager$199M
- 12255NaviquantAsset manager$199M
- 12258AIO Financial, LLCWealth manager$199M
- 12260Financial Architects, LLCWealth manager$199M
- 12262RWA AdvisorsWealth manager$199M
- 12265The Bedminster GroupWealth manager$199M
- 12266MJT & Associates Financial Advisory Group, Inc.Wealth manager$199M
- 12267Erickson Financial Group, LLCWealth manager$199M
- 12269Capital Squared Financial LLCWealth manager$199M
- 12271InvisorAsset manager$199M
- 12272Paladin PartnersWealth manager$199M
- 12274Prestige Wealthwide, LLCWealth manager$198M
- 12276Cedarstone AdvisorsWealth manager$198M
- 12281Welch Financial Planning, LLCWealth manager$198M
- 12284Constant Guidance Financial, LLCWealth manager$198M
- 12286Entasis Asset Management LLCWealth manager$198M
- 12291Accruent Wealth AdvisorsWealth manager$198M
- 12292Preston InvestmentsWealth manager$198M
- 12294Boardwalk Financial Strategies LLCWealth manager$198M
- 12295Attentive Investments, LLCWealth manager$197M
- 12296Inman Financial Services, Inc.Wealth manager$197M
- 12299Rydar Equities, Inc.Wealth manager$197M
- 12300Bautis Financial, LLCWealth manager$197M
- 12307Unified Retirement Planning GroupWealth managerWrap sponsor$197M
- 12316Certified Planners, Inc.Wealth manager$197M
- 12318Kingdom Legacy AdvisorsWealth manager$197M
- 12319Avant Financial AdvisorsWealth manager$196M
- 12320Friedenthal Financial, LLCWealth manager$196M
- 12323Amphora Wealth Management, LLCWealth manager$196M
- 12324Reyes Financial Architecture Inc.Wealth manager$196M
- 12325Smith Partners Wealth Management, LLCWealth manager$196M
- 12327Hummer Financial Advisory Services IncWealth manager$196M
- 12329Frazier Financial Consultants, LLCWealth manager$196M
- 12331Golden Gate Personal Financial PlanningWealth manager$196M
- 12332Hillman Capital Management IncAsset managerHybrid$196M
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