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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- 15242Dillow Wealth Management LLCWealth manager$106M
- 152461230 Advisors, LLCWealth manager$106M
- 15247Birnam Wood Capital, LLCWealth managerWrap sponsor$106M
- 15248Wealth Creation Management Group LLCWealth manager$106M
- 15250Maseco Asia LimitedWealth manager$106M
- 15251Mana Financial Life DesignWealth manager$106M
- 15252Imber Financial Group, LLCWealth manager$106M
- 15254Westpoint Wealth Management, LLCWealth managerHybrid$106M
- 15255Truman Wealth AdvisorsWealth manager$106M
- 15257Kairos Capital Management, LLCWealth manager$106M
- 15258Markiz Wealth ManagementWealth manager$106M
- 15260Financial Design Studio, Inc.Wealth manager$106M
- 15262Steward Advisors Group, LLCWealth managerHybrid$105M
- 15265Clearview Investment Partners, LLCWealth manager$105M
- 15267Experience Your Wealth, LLCWealth manager$105M
- 15272Institutional Investment Advisors CorpWealth managerHybrid$105M
- 15273MD Wealth Advisors IncWealth manager$105M
- 15274Kukui Tree Capital Management LLCWealth manager$105M
- 15275Petrie Capital Management LLC.Wealth manager$105M
- 15277Legacy Chief Financial Office, LLCWealth manager$105M
- 15278Wealth EngagementWealth manager$105M
- 15279Venture Forth FinancialWealth manager$105M
- 15281Haws Financial Planning LLCWealth manager$105M
- 15283Piedmont Private Wealth, LLCWealth manager$105M
- 15284Graeter Wealth Advisors, LLCWealth manager$105M
- 15285OpulusWealth manager$105M
- 15286Runey & Associates Wealth ManagementWealth manager$105M
- 15287VCM WealthWealth manager$105M
- 15292Luminist Capital, LLCWealth manager$105M
- 15293Saltbox Financial LLCWealth manager$105M
- 15294S.C. Thomas & Associates, CPA, LLCWealth manager$105M
- 15297Xena Financial Planning, LLCWealth manager$104M
- 15303Wellacre Global Wealth AdvisorsWealth manager$104M
- 15305Tuttle Wealth Partners LLCWealth manager$104M
- 15307Alexander Capital Advisors, LLCPrivate fund adviser$104M
- 15315Point Nemo Capital, LLCWealth manager$104M
- 15322Financial Counseling Associates, IncWealth manager$104M
- 15324AG FinancialWealth managerHybrid$103M
- 15328Reitz Capital Advisors LLCWealth manager$103M
- 15333Allridge Wealth Management, IncWealth manager$103M
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