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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- 14425Networth Financial Services, LLCWealth manager$128M
- 14428The Marin Group Inc.Wealth manager$128M
- 14429Guardian Capital, LLCWealth manager$128M
- 14430Stewards Advisory ServicesAsset manager$128M
- 14432Second Half Financial Partners, LLCWealth manager$128M
- 14433Harbor Hills Financial AdvisorsWealth manager$128M
- 14437Clio Asset Management LLCWealth manager$128M
- 14439Chartered Advisory GroupWealth manager$128M
- 14440Split Creek LLC DBA Split Creek Capital LLCWealth manager$128M
- 14442WillowWealth manager$128M
- 14445Hidden Hills WealthWealth manager$128M
- 14449Hatcher Capital Investments, Inc.Asset manager$127M
- 14450YES Wealth ManagementWealth manager$127M
- 14451Divvi Wealth ManagementWealth manager$127M
- 14452WE Financial GroupWealth manager$127M
- 14454Cardinal Retirement Planning, Inc.Wealth manager$127M
- 14455Luminescent Wealth Management, Inc.Wealth manager$127M
- 14456Millenia Financial Partners, LLCWealth manager$127M
- 144572 Knights Wealth Management, LLCWealth manager$127M
- 14458Sabre Asset Management LLCWealth manager$127M
- 14459Fairchild Financial Advisors, Inc.Wealth managerWrap sponsorHybrid$127M
- 14461Axim Planning & WealthWealth manager$127M
- 14463Synergy Wealth Management, LLCWealth manager$127M
- 14466Double Bay Management & PlanningWealth manager$127M
- 14467Sage Wealth PlanningWealth manager$127M
- 14468Growstrong Wealth StrategiesWealth manager$127M
- 14469Gainspoletti Wealth PlannersWealth managerHybrid$127M
- 14470Miller Financial Services, Inc.Wealth manager$127M
- 14478Carmichael Creel InvestmentsWealth manager$127M
- 14479Brackenwood Capital Management, LLCWealth manager$127M
- 14480Artesa Financial GroupWealth manager$127M
- 14481Copperline Wealth Management & PlanningWealth managerWrap sponsorHybrid$127M
- 14482Kingwood Investment GroupWealth manager$127M
- 14483Hickory Wealth Management, LLCWealth managerWrap sponsor$127M
- 14484Acts Financial AdvisorsWealth manager$127M
- 14488Fortitude Private WealthWealth manager$126M
- 14491The Advisory FirmWealth manager$126M
- 14494Premier Private Wealth Management, LLCWealth manager$126M
- 14497Shepherd Street AdvisorsWealth manager$126M
- 14498Trinity Investment Management, LLCAsset manager$126M
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