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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- 3127Compass Capital Management IncWealth manager$2.6B
- 3128Glassman Wealth Services, LLCWealth manager$2.6B
- 3132Cookson Peirce Wealth ManagementWealth managerHybrid$2.6B
- 3139Creativeone Securities, LLCBroker-dealer firmHybrid$2.5B
- 3143Validus Capital LLCWealth manager$2.5B
- 3145Strategic Blueprint, LLCWealth managerHybridThe Strategic Financial Alliance, Inc., Timbrel Capital, LLC$2.5B
- 3148Cincinnati Asset Management IncWealth managerWrap sponsor$2.5B
- 3149Revisor Wealth Management LLCWealth managerHybrid$2.5B
- 3152The Fiduciary AllianceWealth managerHybrid$2.5B
- 3156Stonebridge Capital Advisors LLCWealth manager$2.5B
- 3157Aerie Advisory Group LLCWealth manager$2.5B
- 3160Arcus Capital Partners, LLCWealth manager$2.5B
- 3162Xcelsior Advisor Partners LLCWealth managerHybrid$2.5B
- 3164New AGE AlphaAsset managerHybrid$2.5B
- 3166Saratoga Research & Investment ManagementWealth manager$2.5B
- 3168RKL Private WealthWealth manager$2.5B
- 3169Main Street Financial Solutions, LLCWealth managerHybrid$2.5B
- 3176North Star Investment Management CorporationWealth managerHybrid$2.5B
- 3182Alphastar Capital ManagementWealth managerHybridBarnabas Capital, LLC$2.5B
- 3188Cornerstone WealthWealth managerHybrid$2.5B
- 3189Concurrent Asset Management, LLCAsset managerHybrid$2.5B
- 3191Seizert Capital PartnersAsset manager$2.5B
- 3192The Investment House LLCWealth manager$2.5B
- 3193Warwick PartnersWealth manager$2.5B
- 3194Redwood Investment Management, LLC.Asset managerHybrid$2.5B
- 3195LVW Advisors, LLCWealth managerAffiliated broker-dealer$2.5B
- 3203Oxbow Advisors, LLCWealth managerHybridHerndon Plant Oakley LTD$2.5B
- 3205Everhart AdvisorsWealth manager$2.5B
- 3217Silver Oak Securities, Inc.Broker-dealer firmHybrid$2.4B
- 3219Jaffe Tilchin Investment Partners, LLCWealth managerHybrid$2.4B
- 3221Michaud Capital Management LLCAsset manager$2.4B
- 3228Gryphon Financial PartnersWealth managerPublic-company ownedHybrid$2.4B
- 3229Guyasuta Investment Advisors, IncorporatedWealth manager$2.4B
- 3233Prodigy Asset Management LLCAsset manager$2.4B
- 3234Howe and Rusling, Inc.Wealth manager$2.4B
- 3250Wealth Architects, LLCWealth manager$2.4B
- 3254Moody, Lynn, Lieberson & Walker, LLCWealth manager$2.4B
- 3255Sentry Advisors, LLCWealth manager$2.4B
- 3260Sandhill Investment ManagementWealth manager$2.4B
- 3261EFS AdvisorsWealth managerHybridAdvanced Advisor Group, LLC$2.4B
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