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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- 14100Fien Capital Management, LLCWealth manager$138M
- 14101Apple & AssociatesWealth manager$138M
- 14102Prince Asset Management, Inc.Wealth manager$138M
- 14103Eubank, Hutson & Associates, LLCWealth manager$138M
- 14104Ruggiero InvestmentsWealth managerHybrid$138M
- 14105Korving & Company LLCWealth manager$138M
- 14106Fredric E. Russell Investment Management Co.Wealth manager$137M
- 14107Box Hill Private WealthWealth manager$137M
- 14108Michael D. Taxman Investment ManagementWealth manager$137M
- 14109Sustainvest Asset Management, LLCWealth manager$137M
- 14110Vision Investment Advisors, LLCBroker-dealer firmHybridVision Brokerage Services, LLC, Vision Financial Markets LLC, clears through Vision Financial Markets$137M
- 14111Keystone Wealth ManagementWealth manager$137M
- 14113Wallender, Timothy JosephWealth manager$137M
- 14114Johnson & Shute Investment Advisors, Inc.Wealth manager$137M
- 14116Argus Investors' Counsel, Inc.Wealth manager$137M
- 14117Jaras Financial Services, Inc.Wealth managerWrap sponsorHybrid$137M
- 1411921 West Wealth Management LLCWealth manager$137M
- 14123Directional Asset Management, LLCWealth manager$137M
- 14124Ascension Wealth Partners, LLCWealth manager$137M
- 14125PVA Financial, LLCWealth manager$137M
- 14126Cooke Wealth Management, LLCWealth manager$137M
- 14128Central Wealth Management LLCWealth manager$137M
- 14129Lewis Capital ManagementWealth manager$137M
- 14130River Crescent Advisors, LLCWealth managerWrap sponsor$137M
- 14132Springboard Asset Management LLCWealth manager$137M
- 14136Wealthkare.com, Inc.Wealth manager$137M
- 14137Re-Envision WealthWealth manager$137M
- 14139ELE Advisory Services, IncWealth managerHybridELE Wealth Solutions, Inc.$137M
- 14140Aventus Investment Advisors, Inc.Wealth manager$136M
- 14141Vanweelden Wealth Management, LLCWealth manager$136M
- 14142Harborpoint Wealth PartnersWealth manager$136M
- 14143Brooker Wealth ManagementWealth managerHybrid$136M
- 14144Bridgelight Capital LLCWealth managerWrap sponsor$136M
- 14147ICW Holdings, LLCAsset manager$136M
- 14148Strategic Portfolio Solutions, LLCWealth manager$136M
- 14149Horizon Capital Management, LLCWealth manager$136M
- 14150Fithian LLCAsset manager$136M
- 14153Capitol Family Office, Inc.Wealth manager$136M
- 14154Wealthrise Financial Planning, LLCWealth manager$136M
- 1415615 EquityWealth managerHybrid$136M
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