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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- 13097Leatherback Investments LLCAsset manager$170M
- 13100Stonekeep Investments, LLCWealth manager$170M
- 13102Avise FinancialWealth manager$169M
- 13103Cedar Spring Advisors, LLCWealth manager$169M
- 13107Vilga Financial Planning LLCWealth manager$169M
- 13108Ark Royal Wealth Management LLCWealth manager$169M
- 13109Financial JustusWealth manager$169M
- 13110Private Harbour Investment Management & Counsel LLC.Wealth manager$169M
- 13111Life Planning Advisors LLCWealth manager$169M
- 13112Planwiser FinancialWealth manager$169M
- 13113Family Legacy PlanningWealth manager$169M
- 13114North Star Wealth ManagementWealth manager$169M
- 13115McCarley & Cook Financial PlannersWealth manager$169M
- 13119Rigden Capital StrategiesWealth manager$169M
- 13122Town CapitalWealth manager$169M
- 13125Michael J. Porro & Co. Financial Advisors, Inc.Wealth manager$169M
- 13126Meyer Gates Financial Advisors, IncWealth manager$169M
- 13129Hyco River Investments, IncorporatedAsset manager$169M
- 13130Lifepoint PlanningWealth manager$168M
- 13131South Cove Financial, LLCWealth manager$168M
- 13132Stewardship CapitalWealth manager$168M
- 13135Wallick Investments, LLCWealth manager$168M
- 13136Somnio Financial Group, LLCWealth manager$168M
- 13137Vision Capital PartnersWealth managerHybrid$168M
- 13139Arnold and Mote Wealth ManagementWealth manager$168M
- 13141Novadius Wealth ManagementWealth manager$168M
- 13144Dipaolo Financial Group, Inc.Wealth manager$168M
- 13145North Forty Two & Co.Wealth manager$168M
- 13146Lloyd Park, LLCWealth manager$168M
- 13147Lilliano Capital Management LLCWealth manager$168M
- 13148Hawkins Investment Counsel, LLCWealth manager$168M
- 13150Financial ZenWealth manager$168M
- 13151Illuminate Wealth ManagementWealth manager$168M
- 13156Gambit Capital Management, LLCWealth manager$167M
- 13157Hanke & Apolonio Wealth Advisors LLCWealth manager$167M
- 13160South Texas Capital Advisors, LLCWealth managerWrap sponsor$167M
- 13162Great Path PlanningWealth manager$167M
- 13163The Monitor Group, Inc.Wealth manager$167M
- 13164Safe Harbor Wealth Advisors, LLCWealth manager$167M
- 13166Catalyst Wealth Advisors LLCWealth manager$167M
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