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
- 13969MJB Asset Management LLCWealth manager$141M
- 13970St. Clair FinancialWealth manager$141M
- 13971Derive WealthWealth manager$141M
- 13973$141M
- 13976Hawthorn Capital Management, LLCWealth manager$141M
- 13977Littlefield Asset Management, Inc.Wealth manager$141M
- 13978Dougherty Investment AdvisorsWealth manager$141M
- 13979Mercurio Wealth AdvisorsWealth managerWrap sponsor$141M
- 13980Marathon Wealth Partners, IncWealth manager$141M
- 13981Entrust Investment Services, IncWealth manager$141M
- 13982Lifeplan Financial, LLCWealth manager$141M
- 13983Clement Street Capital LLCWealth manager$141M
- 13984Fortune Financial Group, Inc.Wealth manager$141M
- 13986Additive Advisory PBCPrivate fund adviser$141M
- 13987Stability Partners Advisory Group, LLCWealth manager$141M
- 13988Wolverine Wealth Advisory Services Inc.Wealth manager$141M
- 13989Wilmington Trust Investment ManagementWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.$141M
- 13990Immaculate Wealth Management, LLCWealth managerHybrid$141M
- 13992Sherman Asset Management, Inc.Wealth manager$141M
- 13993DLK Investment Advisors, LLCWealth manager$141M
- 13994Vertis Wealth, LLCWealth manager$141M
- 13995Clear Sky Financial, LPWealth manager$141M
- 13996RSG Investments LLCWealth manager$141M
- 14000Plan First Wealth LLCWealth manager$140M
- 14002Olive Branch Capital, LLCWealth managerWrap sponsor$140M
- 14003Savior WealthPrivate fund adviser$140M
- 14004Excomp Asset Management LTDWealth manager$140M
- 14006Agman CapitalAsset manager$140M
- 14007Hoya Capital Real Estate, LLCAsset manager$140M
- 14008Heaton Financial, PCWealth manager$140M
- 14009QM Advisors LLCWealth manager$140M
- 14010Bosman Wealth Management, LLCWealth manager$140M
- 14012Larson Williams Wealth Advisors, LLCWealth manager$140M
- 14013Chipser Wealth Management, LLCWealth managerWrap sponsor$140M
- 14014Fortis Portfolio Solutions, LLCWealth managerHybrid$140M
- 14015Claremont Financial Group,inc.Wealth managerHybrid$140M
- 14020Bluestar Wealth ManagementWealth manager$140M
- 14021Legacy PCG, LLCWealth manager$140M
- 14022Omega Capital Management, LLCWealth manager$140M
- 14025Ross Wealth Advisors, LLCWealth managerWrap sponsor$140M
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