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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 13747Barrett Wealth Connection LLCWealth manager$148M
- 13748Paller Financial Services, Inc.Wealth manager$148M
- 13749Geovest Advisors IncWealth manager$148M
- 13751Bulwark Capital CorporationWealth manager$148M
- 13752Fairfax Global Investment Management LLCAsset managerHybridFXI Barbados LTD, Lightspeed Financial Services Group LLC, clears through Interactive Brokers, Wedbush$148M
- 13754Tuve Investment Management, Inc.Wealth manager$148M
- 13756Financial AvenuesWealth manager$148M
- 13759Stembrook Asset Management, LLCWealth manager$148M
- 13763Edmp, Inc.Wealth manager$147M
- 13764Blue Bear Financial, LLCWealth manager$147M
- 13765FIT Wealth ManagementWealth manager$147M
- 13769Horizon WealthWealth managerWrap sponsorHybrid$147M
- 13770Cross Border Financial Planning USA LLCWealth managerWrap sponsor$147M
- 13771DBA Big Money Retirement and Big RetirementWealth manager$147M
- 13772Wealthpoint AdvisorsWealth manager$147M
- 13773Spark Financial AdvisorsWealth manager$147M
- 13775Elite Life Management LLCWealth managerAffiliated broker-dealerHBK Sorce Brokerage LLC$147M
- 13776Entelevest, LLCWealth manager$147M
- 13777The Prosperity PeopleWealth manager$147M
- 13781Proficient Wealth Counselors, LLCWealth manager$147M
- 13783CLF Asset Management, Inc.Wealth manager$147M
- 13784Hobbs Wealth ManagementWealth manager$147M
- 13786Money Managers, Inc.Wealth managerWrap sponsorHybrid$147M
- 13787Financial Advisory ServicesWealth manager$147M
- 13788Wealthgen Advisors, LLCWealth manager$147M
- 13789Stone Steps Financial, LLCWealth manager$147M
- 13797J. Mark Nickell & Co.Wealth manager$146M
- 13798The Wealth Advantage Group, Inc.Wealth manager$146M
- 13799Fort Advisors IncWealth manager$146M
- 13800Birdrock WealthWealth manager$146M
- 13805The Life Group Financial ServicesWealth manager$146M
- 13806Kruse Asset Management, LLCWealth manager$146M
- 13808FMB Retirement ServicesAsset manager$146M
- 13809Jefferson Bridge Capital, LLCAsset manager$146M
- 13810Manna Wealth ManagementWealth manager$146M
- 13811Peterson Investment Management IncWealth manager$146M
- 13812Ankerstar Wealth, LLCWealth manager$146M
- 13814Campbell Asset Management, LLCWealth manager$146M
- 13815Millennial Wealth AdvisorsAsset manager$146M
- 13816MFG Wealth Management, Inc.Wealth manager$146M
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