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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- 13817Arden Global Family OfficesWealth manager$146M
- 13818Mercantile Investment AdvisorsWealth manager$146M
- 13819Foresee Wealth AdvisorsWealth manager$146M
- 13823The Stewardship Center, Inc.Asset manager$146M
- 13827Bluewater Wealth Advisors, LLCWealth manager$146M
- 13830Cornerstone Wealth Advisors, Inc.Wealth manager$146M
- 13831Somerset Group LLCWealth manager$146M
- 13834October Effect LTD.Wealth managerHybridGradient Securities, LLC$146M
- 13836Chapman & Chapman Advisors LLCWealth manager$146M
- 13837Humble Capital Management LLCWealth manager$146M
- 13839Spyrnal Financial GroupWealth manager$146M
- 13840The Practical PlannerWealth manager$145M
- 13842Capital Management Services, Inc.Wealth managerHybrid$145M
- 13844Stapp Wealth Management, PLLCWealth manager$145M
- 13846GCI Financial GroupWealth manager$145M
- 13851Twin Cities Retirement GroupWealth manager$145M
- 13855Vision Capital & ManagementWealth manager$145M
- 13856Betro Mileszko & CompanyWealth manager$145M
- 13857Wulff, Hansen & Co.Broker-dealer firmHybrid$145M
- 13865Knox Avenue Financial Corp.Wealth managerWrap sponsor$145M
- 13866EAN Equity Financial Services LLCWealth manager$145M
- 13867Egsi Investment ManagementWealth manager$145M
- 13868Davis Financial Management, Inc.Wealth manager$145M
- 13871Columbus Street Wealth Management, LLCWealth manager$145M
- 13873MWM Wealth Advisory, LLCWealth managerWrap sponsor$144M
- 13874Certified Financial Strategies CorporationWealth manager$144M
- 13876Glover Park Wealth Management, LLCWealth manager$144M
- 13877Blue Anchor Wealth Advisors, LLCWealth manager$144M
- 13881Bona Fide WealthWealth manager$144M
- 13882Paladino WealthWealth manager$144M
- 13884Summa Global Advisors, LLCWealth manager$144M
- 13885Van Diest CapitalWealth managerHybrid$144M
- 13886Private Lane Capital, LLCWealth manager$144M
- 13888Tactivest, LLCWealth manager$144M
- 13889PMG Family Office, LLCWealth manager$144M
- 13890Haven Capital GroupWealth manager$144M
- 13896Aqua Capital AdvisorsWealth manager$144M
- 13899Arista Advisory Group, LLCWealth manager$144M
- 13900Procore Advisors, LLCWealth manager$144M
- 13901FOG City Advisors, LLCWealth manager$144M
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