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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 2719Cumberland AdvisorsWealth managerBank-affiliated$3.2B
- 2721Trilogy Capital, Inc.Wealth managerHybrid$3.2B
- 2722Evensky & Katz/foldes Wealth ManagementWealth manager$3.2B
- 2724M Holdings Securities, Inc.Broker-dealer firmHybridM Financial Securities Marketing, Inc.$3.2B
- 2726LEO Wealth, LLCWealth managerHybridLEO Brokerage, LLC$3.2B
- 2729Roffman Miller Associates IncWealth manager$3.2B
- 2730Bogart Wealth, LLCWealth manager$3.2B
- 2734Lutz FinancialWealth manager$3.2B
- 2739Girard Advisory Services, LLCWealth managerBank-affiliatedHybridGirard Investment Services, LLC, clears through Pershing$3.2B
- 2740LCP Institutional, LLCWealth managerHybrid$3.2B
- 2743Csenge Advisory Group, LLCWealth managerHybrid$3.2B
- 2751Advisornet Wealth PartnersWealth managerHybrid$3.1B
- 2752Rocky Mountain Advisers, LLCAsset manager$3.1B
- 2758Faircourt Partners, LLCAsset manager$3.1B
- 2765Staley Capital Advisers IncWealth manager$3.1B
- 2767Earned Wealth Advisors, LLCWealth manager$3.1B
- 2773Logan Capital Management, Inc.Asset manager$3.1B
- 2774SVB WealthWealth managerBank-affiliatedHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.$3.1B
- 2777Cooper Creek Partners Management LLCPrivate fund adviser$3.1B
- 2778Oakmont Capital Management, LLCAsset manager$3.1B
- 2780Red Door Wealth Management, LLCWealth manager$3.1B
- 2782Thompson Investment Management, Inc.Asset manager$3.1B
- 27851900 WealthWealth managerBank-affiliated$3.1B
- 2788GHP Investment Advisors IncWealth manager$3.1B
- 2793Crewe AdvisorsWealth managerHybrid$3.1B
- 2797Certified Advisory CorpWealth managerHybrid$3.0B
- 2807Obermeyer Wealth PartnersWealth manager$3.0B
- 2808Pittenger & Anderson IncWealth manager$3.0B
- 2811Carrick Lane LLCWealth manager$3.0B
- 2812New Republic PartnersAsset manager$3.0B
- 2820Elm WealthWealth manager$3.0B
- 2822Chesley, Taft & Associates, LLCWealth manager$3.0B
- 2826Shariaportfolio, Inc.Asset manager$3.0B
- 2827Boulay WealthWealth managerHybrid$3.0B
- 2840Baltimore-Washington Financial AdvisorsWealth manager$3.0B
- 2844Fairway Wealth Management LLCWealth managerAffiliated broker-dealer$3.0B
- 2846MontagWealth manager$3.0B
- 2848Impact Partnership Wealth, LLCWealth managerWrap sponsorHybridAE Financial Services, LLC, clears through National Financial Services (Fidelity)$3.0B
- 2851Cardiff Park AdvisorsWealth manager$3.0B
- 2852Sfmg Wealth AdvisorsWealth manager$3.0B
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