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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- 15038Powers Investment Advisory CorporationWealth managerHybrid$112M
- 15043GOIWealth manager$111M
- 15045Milne Financial Planning, Inc.Wealth manager$111M
- 15047Belleair Wealth Management, LLCWealth manager$111M
- 15048Fully FinancialWealth manager$111M
- 15049Spirit West Advisors, LLCWealth manager$111M
- 15051Bondurant Investment Advisory, LLCWealth manager$111M
- 15052Harbor Light PlanningWealth manager$111M
- 15053Evans Wealth ManagementWealth manager$111M
- 15054Forward WealthWealth manager$111M
- 15055Swad Wealth Management LLCWealth manager$111M
- 15056Kroeger Financial PartnersWealth manager$111M
- 15057Levenson Wealth LLCWealth manager$111M
- 15058Summit Planning Group, Inc.Wealth managerHybrid$111M
- 15060Koehler Asset ManagementWealth manager$111M
- 15061Seacrest Investment Management, LLCAsset managerHybrid$111M
- 15062Equinox Financial Advisors, Inc.Wealth manager$111M
- 15063Kaltbaum Capital ManagementWealth manager$111M
- 15065Apricity Financial, LLCWealth manager$111M
- 15066Pacific Excel Wealth Advisors, Inc.Wealth manager$111M
- 15067Ascent AdvisorsWealth manager$111M
- 15068Better Financial Services, LLCWealth manager$111M
- 15069Advanced Wealth ManagementWealth manager$111M
- 15073Prospero Wealth, LLCWealth manager$111M
- 15074Compass Investment Advisers, LLCWealth manager$111M
- 15075Wealth Foundations Partners, LLCWealth manager$111M
- 15076Farrcrest Capital LLCWealth manager$111M
- 15077Success Wealth Management LLCWealth manager$110M
- 15078REH Wealth Advisors LLCWealth manager$110M
- 15079White Oak Wealth PartnersWealth manager$110M
- 15080ASK Capital Investment ManagersWealth managerWrap sponsor$110M
- 15081Mussett Wealth Management, LLCWealth manager$110M
- 15082One OakWealth manager$110M
- 15083Midway Capital Research & Management LLCWealth manager$110M
- 15084Quint Investments and InsuranceWealth manager$110M
- 15085Armour Wealth Advisors, LLCWealth manager$110M
- 15086Exponent Wealth LLCWealth manager$110M
- 15088Wolfstone WealthWealth manager$110M
- 15089Robert Charles Capital ManagementWealth manager$110M
- 15096CFG Wealth Management Services IncWealth manager$110M
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