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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- 13319Newground Social InvestmentWealth manager$161M
- 13320Williams Wealth Management Group, Inc.Wealth manager$161M
- 13324Lauer Wealth ManagementWealth manager$161M
- 13325Eagle Harbor Asset Management, Inc.Wealth manager$161M
- 13328Glaxis Capital Management, LLCPrivate fund adviser$161M
- 13329Going Cpas & Wealth Advisors, LLPWealth manager$161M
- 13333Steward Advisors, LLCWealth manager$161M
- 13337Dorman Financial Management, P.A.Wealth manager$161M
- 13338RBF Capital Management, Inc.Asset manager$161M
- 13340Bountiful Investment Management LLCWealth manager$161M
- 13346Sherman Wealth Management LLCWealth manager$160M
- 13347Old Oak Financial Planning, Inc.Wealth manager$160M
- 13349Fifth SET Private Wealth Management LLCWealth manager$160M
- 13350M3 Wealth ManagementWealth managerHybrid$160M
- 13351Harding Financial GroupWealth manager$160M
- 13353The Wealth Group, LTDWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.$160M
- 13355Arbor Private Wealth, LLCWealth manager$160M
- 13356Little River Capital Partners, LPAsset managerHybridChicago Analytic Trading Company, LLC$160M
- 13357Turloff Financial Consulting Inc.Wealth manager$160M
- 13358Pendleton Financial Wealth ManagementWealth manager$160M
- 13360Spectrum Advisors, Inc.Wealth manager$160M
- 13361Fidelis Financial Planning, LLCWealth manager$160M
- 13364Sequoia Planning & Investments LLCWealth manager$160M
- 13365Kensington Financial Advisors LLCWealth manager$160M
- 13366Steady ReturnsWealth manager$160M
- 13368Blue Water Capital Management, LLCWealth manager$160M
- 13369Season Investments, LLCWealth manager$160M
- 13372RAI Wealth ManagementWealth manager$160M
- 13373Moulton Wealth Management, IncWealth managerWrap sponsor$160M
- 13374Zidel Financial Inc.Wealth manager$160M
- 13375Retirement Solutions GroupWealth manager$160M
- 13376Fairway Financial, LLCWealth manager$160M
- 13378Retirement Advisors, Inc.Wealth manager$160M
- 13383Cornerstone AlternativesWealth manager$159M
- 13386U.S.A. Financial & Tax Services, LLCWealth manager$159M
- 13390Hackett Financial Group, LLCWealth manager$159M
- 13391HDA Wealth Management, LLCWealth managerHybrid$159M
- 13392Sankala Group LLCWealth manager$159M
- 13393SKA Financial Services,inc.Wealth managerHybridSKA Securities, Inc.$159M
- 13394Strivus Wealth Partners LLCWealth manager$159M
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