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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 14841BAS CapitalWealth manager$117M
- 14842Crosspoint Capital ManagementAsset manager$117M
- 14843Abraham & Co., Inc.Wealth managerWrap sponsorHybridAbraham Securities Corporation, clears through Wedbush$117M
- 14844Wurz Financial Services, LLCWealth manager$117M
- 14847Burt Asset Management, Inc.Wealth manager$117M
- 14853Whitwell AdvisorsWealth manager$117M
- 14855Investment Managers Group, LLCWealth managerHybrid$117M
- 14856NIM Wealth SolutionsWealth managerWrap sponsor$117M
- 14858Align Wealth Management, LLCWealth manager$117M
- 14860Alsworth Capital Management, LLCWealth manager$117M
- 14861Tidwell Wealth Management LLCWealth manager$117M
- 14866Maine Advisory AssociatesWealth manager$117M
- 14867Integra WealthWealth manager$116M
- 14868Eagle Capital Advisors, LLCWealth manager$116M
- 14869Luna Capital Management, LLCWealth manager$116M
- 14870Heckman Financial & Insurance Services, Inc.Wealth manager$116M
- 14873Aton Advisors, LLCWealth manager$116M
- 14874Paradigm Wealth ManagementWealth manager$116M
- 14875Ebert Capital Management Inc.Wealth manager$116M
- 14877First Light Wealth Advisors, LLCWealth manager$116M
- 14878Intellicapital Advisors LLCWealth manager$116M
- 14879Jaffe Asset Management LLCWealth manager$116M
- 14881Colburn Wealth Management, LLCWealth manager$116M
- 14882Solyco Wealth LLCWealth managerHybrid$116M
- 14883Salvini Financial PlanningWealth manager$116M
- 14885Orchard City Wealth Management, LLCWealth manager$116M
- 14888Ryzome Investment AdvisorsWealth manager$116M
- 14889Sacajawea & Company, LLCAsset manager$116M
- 14891NPM Consulting, LLCWealth manager$116M
- 14892Pathway Wealth Management, LLCWealth manager$116M
- 14893Private Counsel Group, LTD.Wealth manager$116M
- 14894Knecht Capital Management, LLCWealth managerHybrid$116M
- 14896Modern Financial PlanningWealth manager$116M
- 14898Capital Wealth, LLCWealth managerWrap sponsor$116M
- 14899Bay Pointe FinancialWealth manager$116M
- 14900Paragon Asset Management Inc.Wealth manager$116M
- 14901Portfolio Advisory Group, Inc.Wealth manager$116M
- 14905Cambria Wealth ManagementWealth manager$116M
- 14906Alpine Wealth Advisors, LLCWealth manager$116M
- 14908Investlinc Wealth ServicesWealth manager$116M
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