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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- 12578Advice & Planning Services LLCWealth managerHybrid$187M
- 12580City Center Advisors, LLCWealth manager$187M
- 12581Erisa Advisers, Inc.Asset manager$187M
- 12582Fjell CapitalWealth manager$187M
- 12583Secure PlanningBroker-dealer firmHybrid$187M
- 12585Eliot Finkel Investment Counsel, LLCWealth manager$187M
- 12586Alpha Omega FinancialWealth manager$187M
- 12589Wealth Management of the Bluegrass, LLC.Wealth manager$187M
- 12591365 Wealth Management GroupWealth managerWrap sponsor$187M
- 12595Alvin Clay Financial Advisors, LLCWealth manager$187M
- 12597Block Wealth Management, IncWealth manager$186M
- 12600Eliot Rose Wealth Management, LLCWealth manager$186M
- 12601CEF AdvisorsWealth manager$186M
- 12608Total Wealth Services, LLCWealth manager$186M
- 12609Gibson Wealth Advisors, LLCWealth manager$186M
- 12610Vigil Wealth Management, LLCWealth managerWrap sponsor$186M
- 12612Hillspring Financial, Inc.Wealth manager$186M
- 12613Schrum Private Wealth Management, LLCWealth manager$186M
- 12615Hudson Portfolio Management LLCWealth manager$186M
- 12617The Kocen Financial Group, Inc.Wealth manager$186M
- 12618Lifetime Wealth Management, LLCWealth manager$186M
- 12619Liberty Atlantic AdvisorsWealth manager$186M
- 12620Diamond Client Group, LLCWealth managerHybrid$186M
- 12621S.F. Ehrlich Associates, Inc.Wealth manager$186M
- 12623Doheny Asset Management, L.L.C.Wealth manager$186M
- 12624First Mason Financial, LLCWealth manager$186M
- 12626Larson Financial Planning Inc.Wealth manager$186M
- 12627Delos Private Client Group, LLCWealth managerBank-affiliated$186M
- 12628Archer Pointe Wealth Management, LLCWealth manager$186M
- 12629Crown Point Wealth AdvisorsWealth managerHybrid$186M
- 12631Hoffman Capital Advisors LLCWealth managerWrap sponsorHybrid$185M
- 12633Ahara AdvisorsWealth manager$185M
- 12634Guild Investment Management, Inc.Wealth manager$185M
- 12635Meadowbrook Investment Advisors LLCWealth manager$185M
- 12636Emissary WealthWealth manager$185M
- 12637Boon Capital Advisors LLCWealth manager$185M
- 12639Halberstadt Financial Consultants IncWealth manager$185M
- 12641Schwarz Investment PartnersWealth managerHybrid$185M
- 12643PCB Capital LLCWealth manager$185M
- 12644Torrey-Payne Wealth ManagementWealth managerHybrid$185M
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