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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- 14499Private Wealth Management LLCWealth manager$126M
- 14500Oak Street AdvisorsWealth manager$126M
- 14503Capital Wealth Advisors, LTD.Wealth manager$126M
- 14504VIP Wealth AdvisorsWealth manager$126M
- 14505Significant Wealth Partners LLCWealth manager$126M
- 14506Thielen Capital CorporationWealth manager$126M
- 14507Tidal Creek Capital AdvisorsWealth manager$126M
- 14508Integrity Road Wealth Partners LLCWealth manager$126M
- 14509Reality Financial Planning Services, LLCWealth manager$126M
- 14512Sundial Wealth LLCWealth manager$126M
- 14513Breakthru Advisory Services, LLCWealth manager$126M
- 14514Index Financial Advisors LLCWealth manager$126M
- 14516Hyphen Wealth ManagementWealth manager$126M
- 14518Oak Street InvestmentsPrivate fund adviser$125M
- 14519Lone Peak AdvisersWealth managerHybridTransitional Broker LLC$125M
- 14520Berkeley Advisors, Inc.Wealth managerWrap sponsor$125M
- 14522Demers Financial PlanningWealth manager$125M
- 14523Downtown Investment AdvisoryWealth manager$125M
- 14524The Gardner GroupWealth manager$125M
- 14525WMS Group LLCWealth manager$125M
- 14526Bastion FiduciaryWealth manager$125M
- 14527Konza Global Wealth GroupWealth manager$125M
- 14528Seedsafe Financial LLCWealth manager$125M
- 14529Blue Curve Advisory, LLCWealth manager$125M
- 14533MAR Wealth Management Services, LLCWealth manager$125M
- 14534Centrus Financial StrategiesWealth manager$125M
- 14537Strongtower Wealth Management, PLCWealth managerWrap sponsor$125M
- 14541Tidehaven Wealth, LLCWealth manager$125M
- 14542Johnston Investment Counsel, LTD.Wealth manager$125M
- 14544Sawyer Capital ManagementWealth manager$125M
- 14545Wolf Financial Advisors LLCWealth manager$125M
- 14547Benson Wealth Management, Inc.Wealth managerHybrid$125M
- 14549Harborview Asset Management LLCWealth manager$125M
- 14551NGP Financial Planning, LLCWealth manager$125M
- 14554Haykin, MichaelWealth manager$125M
- 14555Capital Advisor NetworkWealth manager$124M
- 14556CB Capital LLCWealth manager$124M
- 14559Streamsong Advisors, LLCWealth manager$124M
- 14560Sila Financial, LLCWealth managerHybrid$124M
- 14561Coral Wealth Management, LLCWealth manager$124M
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