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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- 14909Risk Paradigm Group, LLCAsset manager$116M
- 14910Professional Financial Management, Inc.Wealth manager$116M
- 14912Palante Wealth Advisors, LLCWealth manager$116M
- 14913KB Financial Advisors LLCWealth manager$115M
- 14914Beyond Your Hammock LLCWealth manager$115M
- 14915Zenith Advisory Group, LLCWealth manager$115M
- 14917Wealth Compass Financial, Inc.Wealth manager$115M
- 14919Kutz and Company Inc.Wealth manager$115M
- 14921Leach, Bickmore & Weiss Wealth Management, LLCWealth manager$115M
- 14922Passport Wealth ManagementWealth manager$115M
- 14923RJJ Pasadena Securities, Inc.Wealth managerWrap sponsor$115M
- 14924Revolution Partners, LLCWealth managerWrap sponsor$115M
- 14925Uyana Partners LLCWealth manager$115M
- 14927StratfiWealth manager$115M
- 14928Lightedway Advisory Services, Inc.Wealth manager$115M
- 14929Fortify Wealth, Inc.Wealth manager$115M
- 14932Capstone Wealth PartnersWealth manager$115M
- 14933Metis Wealth Management & Planning LLCWealth manager$115M
- 14935Green Ocean Global Advisors LLCWealth managerHybrid$115M
- 14941Branzan Investment Advisors, Inc.Private fund adviser$115M
- 14943Ajax Capital LLCAsset manager$115M
- 149461102 Partners, LLCWealth manager$114M
- 14947Engleson & AssociatesWealth managerHybrid$114M
- 14948Endeavor Advisors LLCWealth manager$114M
- 14952Sera Capital Management, LLCWealth manager$114M
- 14954Goodstein Wealth Management LLCWealth manager$114M
- 14955Ryan Poage & Co.Wealth managerHybrid$114M
- 14956Richard G. SlaterWealth manager$114M
- 14959Integrated Wealth Solutions, LLCWealth manager$114M
- 14960Alpha FiduciaryWealth manager$114M
- 14962AtwobWealth manager$114M
- 14963Financial Planning First, LLCWealth managerWrap sponsor$114M
- 14964Coordinated Wealth Management, L.L.C.Wealth manager$114M
- 14966Webster Street Investment Advisors LLCWealth manager$114M
- 14967Common Cents Wealth Management, LLCWealth manager$114M
- 14968Burne Financial Concepts, LLCWealth manager$114M
- 14969Pleasantdale Wealth Management, LLCWealth manager$114M
- 14970Tollefson and Company Investment Management LLCWealth manager$114M
- 14971ARX Private WealthWealth manager$114M
- 14972Scofield & Company, LLCWealth managerHybrid$114M
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