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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- 13167Armory Capital Management, LLCWealth manager$167M
- 13170Perissos Private Wealth ManagementWealth manager$167M
- 13171Old Vine CapitalWealth manager$167M
- 13172Boyer Financial Services, Inc.Wealth manager$167M
- 13173Greenbelt Investment Advisors, LLCWealth managerWrap sponsor$167M
- 13175SAS Financial Advisors, LLC.Wealth manager$167M
- 13177Aldebaran Capital, LLCWealth manager$167M
- 131788th Street Investments, LLCWealth manager$167M
- 13182McDonnell Capital ManagementWealth manager$167M
- 13184J.P. Capital Management, Inc.Wealth manager$167M
- 13185Capital Gains IncorporatedAsset manager$167M
- 13190Conway PartnersWealth manager$166M
- 13192Great Lakes Wealth, LLCWealth managerHybrid$166M
- 13199W & S Management Services, Inc.Wealth manager$166M
- 13200Stolzer Rothschild Levy LLCWealth manager$166M
- 13201Lyons Capital GroupWealth managerHybrid$166M
- 13202Burgess Chambers & Associates IncAsset manager$166M
- 13208Black Horse Wealth ManagementWealth manager$166M
- 13212Curtis Capital AdvisorsWealth manager$166M
- 13213Cambier Capital, LLCWealth manager$165M
- 13214Kissling Financial Services, LLCWealth manager$165M
- 13215Kagan Cocozza Asset ManagementWealth managerHybrid$165M
- 13216Olive Street Capital Partners LLCWealth manager$165M
- 13217First and Main FinancialWealth manager$165M
- 13219Peak Capital Management, LLCWealth managerAffiliated broker-dealerPCF Capital Markets LLC$165M
- 13221Expressive Wealth LLCWealth manager$165M
- 13222Effective AssetsWealth manager$165M
- 13223Morrissey Wealth Management LLCWealth manager$165M
- 13224Runnymede Capital Advisors, Inc.Wealth manager$165M
- 13226Octo Capital, LLCWealth manager$165M
- 13227Breachway Investments, LLCWealth manager$165M
- 13228PR Wealth Management GroupWealth managerHybrid$165M
- 13231Wilkinson Wealth Management, LLCWealth manager$165M
- 13232The Keystone Financial Alliance, LLCWealth manager$165M
- 13233SLO Money ManagersWealth manager$165M
- 13234Womack Financial LLCWealth manager$165M
- 13238Demand WealthWealth managerHybrid$165M
- 13239Sage Investment CounselWealth manager$165M
- 13240Black Barn Financial, LLCWealth manager$165M
- 13242Pollock Planning Associates IncWealth manager$165M
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