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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- 13025Financial Solutions AssociatesWealth manager$172M
- 13027Opulen Financial Group, LLCWealth managerWrap sponsor$172M
- 13030Evolution Wealth Management Inc.Wealth managerWrap sponsor$172M
- 13031Ellerbrock-Norris Wealth Strategies LLCWealth manager$172M
- 13032Crawford Financial Planning & ConsultingWealth manager$172M
- 13033Cavu Wealth Advisors, LLCWealth manager$172M
- 13034Scottsdale Wealth Planning, Inc.Wealth manager$172M
- 13035Voyage Wealth Management, LLCWealth manager$172M
- 13039Kennon-Green & Co.Wealth manager$171M
- 13041Granada Wealth Management, LLCWealth manager$171M
- 13043TAM Financial Advisors, LLCWealth manager$171M
- 13044Genesis Financial Group, LLCWealth manager$171M
- 13045R.J. Cloud Advisors & CompanyWealth manager$171M
- 13048Entruity Wealth, LLCWealth managerHybrid$171M
- 13049Wilhelm Financial Services, PLLCWealth manager$171M
- 13050Donald W. Nicholson & Associates LTDWealth manager$171M
- 13055Hayden Harper Wealth Advisory, LLCWealth manager$171M
- 13056Hegarty Advisors, LLCWealth manager$171M
- 13057PEB Capital Management LLCWealth manager$171M
- 13059Cohesion Wealth Management, LLCWealth manager$171M
- 13060Wealth Engineering, LLCWealth manager$171M
- 13061RWR Investments LLCWealth manager$171M
- 13062Swiftwater CapitalWealth manager$171M
- 13064RMR Capital Management LLCWealth manager$171M
- 13065Toberman Becker Wealth, LLCWealth manager$171M
- 13068Proactive Capital Management, Inc.Wealth manager$171M
- 13072Pacesetter Financial Group, L.L.C.Wealth manager$170M
- 13074Allison Investment Management, LLCWealth managerHybrid$170M
- 13075Cirrus Capital LLCWealth manager$170M
- 13076West End Wealth Management, LLCWealth manager$170M
- 13077Redwood Park AdvisorsWealth manager$170M
- 13080Zeit Capital AdvisorsWealth manager$170M
- 13081G. Dewayne McAnallyWealth manager$170M
- 13082Oxford Capital ManagementWealth manager$170M
- 13083Larimer Capital CorporationBroker-dealer firmHybrid$170M
- 13084Trumix AdvisorsWealth manager$170M
- 13085Kuhn Capital PartnersWealth manager$170M
- 13087Del MAR Wealth Management IncWealth manager$170M
- 13093Titanium Advisors, LLCWealth manager$170M
- 13095Pathmont Investment ManagementWealth manager$170M
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