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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- 136721015 Capital Partners, LLCWealth manager$150M
- 13674Optima Capital ManagementWealth manager$150M
- 13675Titletown Wealth Management, LLCWealth manager$150M
- 13678Icom Advisors, LLCWealth manager$150M
- 13682Intentional Retirement, LLCWealth manager$150M
- 13683Union Capital CompanyBroker-dealer firmHybrid$150M
- 13689Parrish Capital, LLCWealth manager$150M
- 13690A Smarter Way TO InvestAsset manager$150M
- 13694Clearbrook Investment Solutions LLCWealth manager$150M
- 13695Schneider Wealth ManagementWealth manager$150M
- 13696Financial Strategies, Inc.Wealth manager$150M
- 13699Onesource Wealth ManagementWealth manager$150M
- 13700White & Company Financial Planning, Inc.Wealth manager$150M
- 13702Keen Capital, LLCWealth manager$150M
- 13703Portfolio Design Services, LLCWealth manager$150M
- 13704Evident FinancialWealth manager$150M
- 13705Polaris Financial Planning, LLC.Wealth manager$150M
- 13706Second Summit Wealth Management, LLCWealth manager$150M
- 13707CMG Financial ConsultingWealth manager$150M
- 13710Purewater Capital, LLCWealth manager$149M
- 13712Fund Advisors of America IncWealth manager$149M
- 13713Cardenas Asset Management, LLCWealth manager$149M
- 13714Bellingham CapitalWealth manager$149M
- 13716Sidoxia Capital Management, LLCWealth manager$149M
- 13718Brookline Wealth, LLCWealth manager$149M
- 13720Sanders & Scott, ChfcWealth manager$149M
- 13721Harvest Financial PartnersWealth manager$149M
- 13724Wagner Wealth Management, Corp.Wealth manager$149M
- 13725Peerless WealthWealth managerHybrid$149M
- 13726Quantum Financial Partners LLCWealth manager$149M
- 13729Sonnet, LLCWealth manager$148M
- 13731Arborfi Advisors, LLCWealth manager$148M
- 13732Prestige Wealth ManagementWealth managerWrap sponsor$148M
- 13736Tax Efficient Asset Management Solution, Inc.Wealth manager$148M
- 13737Skyline Financial NorthwestWealth manager$148M
- 13738Dreher Financial PartnersWealth manager$148M
- 13739Quorus Inc.Wealth managerPublic-company owned$148M
- 13742Mueller WealthWealth manager$148M
- 13744Broadwing Capital Advisors, Inc.Wealth manager$148M
- 13745Axia Wealth Management IncWealth manager$148M
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