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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- 14226Sound Financial Management, Inc.Wealth manager$134M
- 14228Murray Financial Services, IncWealth manager$134M
- 14229Tumolo Wealth Management LLCWealth manager$134M
- 14231Trio Wealth Management, LLCWealth manager$134M
- 14234Hudson Oak Wealth Advisory LLCWealth manager$134M
- 14235GW FinancialWealth manager$134M
- 14236Gibson Financial Solutions, Inc.Wealth manager$134M
- 14237Arete Wealth StrategistsWealth manager$134M
- 14240Anderson Griggs InvestmentsWealth manager$134M
- 14242Garhwal, Chan & Williams Inc.Wealth manager$134M
- 14243Loyd Financial Management Inc.Wealth manager$134M
- 14247Elm Capital Management LLCWealth manager$133M
- 14248Blue Jean Financial LLCWealth manager$133M
- 14250Hayes Wealth Advisors, LLCWealth manager$133M
- 14253Palisade Wealth ManagementWealth manager$133M
- 14254Kanos Capital Management, LLCWealth manager$133M
- 14255Acadia Legacy GroupWealth manager$133M
- 14256Quantify FundsAsset manager$133M
- 14257The Hajdari Group, LLCWealth manager$133M
- 14263Safran Wealth Advisors, LLCWealth manager$133M
- 14264Schonfeld Wealth Management, LLCWealth managerHybrid$133M
- 14265Harlow Capital Management LLCWealth manager$133M
- 14266Lumida Wealth Management LLCWealth managerHybrid$133M
- 14267Degreen Private Wealth, LLCWealth manager$133M
- 14269Green & Deckert LLCWealth manager$133M
- 14270TruadvisorsWealth manager$133M
- 14272Charis Legacy PartnersWealth manager$133M
- 14273Wells Financial Management, LLCWealth manager$133M
- 14274Complete Wealth Management, LLCWealth manager$133M
- 14275Summitpoint Capital ManagementWealth manager$133M
- 14276Clarity Financial PlannersWealth manager$132M
- 14278Legacy Wealth Advisors, LLCWealth manager$132M
- 14279Stites Financial ConsultingWealth manager$132M
- 14281Peak Financial Consulting, Inc.Wealth managerHybrid$132M
- 14285Ramsey Hill Asset Management LLCWealth manager$132M
- 14286Middle Street Capital, LLCWealth manager$132M
- 14287Tripletail Wealth ManagementWealth managerWrap sponsor$132M
- 14288Canterbury Capital Wealth Management, LLCWealth manager$132M
- 14289Lee-Way Financial Services, IncWealth manager$132M
- 14290PMV Capital Advisers, LLCAsset manager$132M
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