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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- 12421Tailwinds Wealth, LLCWealth manager$193M
- 12422Quantstreet CapitalWealth manager$193M
- 12424Financial Elements, IncWealth manager$193M
- 12425Happiness in RetirementWealth manager$193M
- 12428Southern Capital Services IncWealth manager$192M
- 12430Greenshields Capital LLCWealth manager$192M
- 12431Park State Asset Management LLCWealth manager$192M
- 12432Hampton Rock Wealth ManagementWealth managerHybridHamptonrock Partners, LLC$192M
- 12438Vines Capital Management, LLCWealth manager$192M
- 12439GS Investment IncWealth manager$192M
- 12440Desert Rose Capital Management, Inc.Wealth manager$192M
- 12441Belmont Private WealthWealth manager$192M
- 12443Investors MosaicWealth manager$192M
- 12445Incompass Financial Partners, LLCWealth managerHybrid$192M
- 12446CLS Financial Advisors, Inc.Wealth manager$192M
- 12448Pettee Investors IncWealth manager$192M
- 12450Five Pine WealthWealth manager$192M
- 12451K2 Financial Inc.Wealth managerHybrid$192M
- 12456The Capital Group Fiduciary Advisors, LLCWealth managerHybrid$191M
- 12458Strategic Advisory PartnersWealth managerWrap sponsor$191M
- 12462Togwotee CIOAsset manager$191M
- 12465Oceanside Advisors LLCWealth manager$191M
- 12466Anchor CapitalAsset managerHybrid$191M
- 12468High Plains Investment Advisors, Inc.Wealth manager$191M
- 12470Enza Financial, LLCWealth managerHybrid$191M
- 12471Columbia River AdvisorsWealth manager$191M
- 12472Apex Wealth Management, LLCWealth manager$191M
- 12475Bowen Financial Services, LLCWealth manager$191M
- 12478D & G Advisory Group, L.L.C.Wealth manager$191M
- 12481Dynamic Wealth Strategies, LLCWealth manager$191M
- 12483Wisdom Wealth StrategiesWealth manager$190M
- 12484Bluestone Private Wealth, LLCWealth manager$190M
- 12485Vanguard CapitalWealth manager$190M
- 12487Aegis Wealth Management, LLCWealth manager$190M
- 12488MJC Advisors, LLCWealth manager$190M
- 12490Clutinger Williams & Verhoye IncWealth manager$190M
- 12492Cove Wealth ManagementWealth manager$190M
- 12493Silicon Beach Wealth, LLCWealth manager$190M
- 12494Three Sixty Wealth Management, LLCWealth manager$190M
- 12498Blueprint Wealth Management Inc.Wealth manager$190M
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