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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- 14693Wright Cove CapitalWealth manager$121M
- 14694Future BrightWealth manager$121M
- 14695Colleen Weber CPA, LLCWealth manager$121M
- 14697Leder Fiduciary Capital LLCWealth manager$121M
- 1469810elms LLPWealth managerWrap sponsor$121M
- 14699Quantum Leap Capital, LLCWealth managerWrap sponsor$121M
- 14702Tweet Management Services, Inc.Wealth manager$121M
- 14703Back Bay Financial Planning & InvestmentsWealth manager$120M
- 14705Advanced Planning Advisors Group Inc.Wealth manager$120M
- 14707Trinity NechesWealth manager$120M
- 14709Goldberg Financial Advisors, LLCWealth manager$120M
- 14711Stonefield Investment Advisory, Inc.Wealth manager$120M
- 14712Western Reserve Capital Management, LLCWealth manager$120M
- 14716Mile Wealth ManagementWealth manager$120M
- 14717Abens Financial Services IncWealth manager$120M
- 14719Sasser Investment Management, Inc.Wealth manager$120M
- 14720Summit Wealth Management LLCWealth manager$120M
- 14727K2 Wealth Management LLCWealth manager$120M
- 14728Goldman Wealth ManagementWealth manager$120M
- 14730MTR Financial Services, LLCWealth manager$120M
- 14733Altman Investment Management LLCWealth manager$120M
- 14737Schauer Investment Management, Inc.Wealth manager$120M
- 14738Solid Point Wealth Advisors, LLCWealth manager$120M
- 147391650 Wealth Management, LLCWealth manager$120M
- 14740Copperwood FinancialWealth manager$120M
- 14741Money Management Concepts Inc.Wealth manager$120M
- 14742Black Capital Management, LLCWealth manager$120M
- 14743Hicks & Associates Wealth Management, LLCWealth manager$120M
- 14744Sentara CapitalWealth manager$120M
- 14745COX & Cook Wealth AdvisorsWealth managerHybrid$120M
- 14747Chestnut Street Investment Counsel, LLCWealth manager$120M
- 14748Engage Wealth Group, LLCWealth manager$120M
- 14750Yunistone Investment Group, LLCWealth manager$120M
- 14752BoulevardWealth manager$119M
- 14753Integrated Planning & Wealth Management, LLCWealth manager$119M
- 14754Virtus Financial GroupWealth manager$119M
- 14756Enspire Wealth Management, LLCWealth manager$119M
- 14759Rheeco, Inc.Wealth manager$119M
- 14761Exceed Advisory LLCWealth manager$119M
- 14762Freedom Value Partners, LLCWealth manager$119M
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