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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- 13471Dale Q. Rice Investment ManagementWealth managerWrap sponsor$157M
- 13472Profocus IncorporatedWealth managerHybrid$157M
- 13475Star Wealth Management CorporationWealth manager$156M
- 13476Covey Capital Advisors, LLCWealth manager$156M
- 13478401k GenerationWealth manager$156M
- 13480JK Private Wealth, LLCWealth manager$156M
- 13481Spyglass Investment ManagementWealth manager$156M
- 13484Oregon Pacific Wealth ManagementWealth managerBank-affiliated$156M
- 13485Pearl Wealth LLCWealth manager$156M
- 13487Quantitative Financial StrategiesWealth manager$156M
- 13488My Wealth Management, IncWealth managerWrap sponsor$156M
- 13489Peak Wealth Management LLCWealth manager$156M
- 13490Johnson Dunn Capital Advisors, Inc.Wealth manager$156M
- 13492Piedmont Wealth ManagementWealth managerBank-affiliated$156M
- 13494Indelible Wealth GroupWealth manager$156M
- 13495DFS AdvisoryWealth manager$156M
- 13498Taurum Retirement Partners, LLCWealth manager$156M
- 13499Holcombe & McGrathWealth manager$156M
- 13500Gervais Capital Management, LLCWealth manager$156M
- 13501Lipper Advisory Services IncAsset manager$156M
- 13502Unify Financial AdvisorsWealth manager$156M
- 13505Personal Financial Solutions, LLCWealth manager$156M
- 13506Live Oak Wealth Advisory Group, LLCWealth manager$155M
- 13509CAM Investor SolutionsWealth manager$155M
- 13510Ethos Capital Management, Inc.Wealth manager$155M
- 13511Bannerstone CapitalWealth manager$155M
- 13514GRP Retirement PlanningWealth manager$155M
- 13515RHL Group, LLCWealth manager$155M
- 13516Bria Capital Group, LLCWealth manager$155M
- 13520Richwood Investment Advisors, LLCWealth manager$155M
- 13526Heritage Asset Management, LLCWealth manager$155M
- 13528Decision Investments, Inc.Wealth manager$155M
- 13529Broadview Wealth Management, LLCWealth manager$155M
- 13532RBG Wealth Advisors LLCWealth manager$155M
- 13534Butler Financial ServicesWealth manager$155M
- 13535Capital Achievements, LLCWealth manager$155M
- 13541Diversified Planning Strategies Advisors LLCWealth manager$154M
- 13544QuishWealth manager$154M
- 13545Newbury Capital Management, LLCWealth managerAffiliated broker-dealer$154M
- 13548Bluebird Wealth Management LLCWealth manager$154M
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