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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- 15335Navigation Wealth ManagementWealth manager$103M
- 15336First Financial Services, LLCWealth managerWrap sponsorHybrid$103M
- 15337Riverstone Asset Management, LLCWealth manager$103M
- 15338Moralis Technologies, LLCWealth manager$103M
- 15341Wealth Strategies GroupWealth manager$103M
- 15343Crafted Finance, LLCWealth manager$103M
- 15344Pearl Wealth GroupWealth manager$103M
- 15345Opportunus Wealth Management, LLCWealth manager$103M
- 15346Networth Asset Management, IncWealth managerHybrid$103M
- 15347Fairchild Capital LLCWealth manager$103M
- 15348Dorian Investment Advisory LLCWealth manager$103M
- 15349UHY Wealth Management RIA LLCAsset managerHybridUHY Capital Group, LLC$103M
- 15352Brazos CapitalWealth manager$103M
- 15354Oakleigh Wealth ServicesWealth manager$102M
- 15356Stillwater Capital ManagementWealth manager$102M
- 15358Needham Advisory CorporationWealth manager$102M
- 15360Capstone Wealth Advisors, LLCWealth manager$102M
- 15361Domestique Capital LLCWealth managerWrap sponsor$102M
- 15362Blue Heron CapitalWealth manager$102M
- 15363Sanctuary Financial Planning, LLCWealth manager$102M
- 15368Secure Retirement Financial & Insurance Services Corp.Wealth managerHybrid$102M
- 15371ApforiaWealth manager$102M
- 15373Shankland Financial Advisors, LLCWealth manager$102M
- 15374Endurance Financial Planning, LLCWealth manager$102M
- 15379Sequentis Capital LLCWealth manager$102M
- 15381Sky Vision Wealth Management Corp.Wealth managerHybrid$101M
- 15382Integrative Planning, Inc.Wealth manager$101M
- 15383Mendoza Private WealthWealth manager$101M
- 15384Bespoke Investment Group, LLCWealth manager$101M
- 15387Integrated Benefits, IncorporatedWealth manager$101M
- 15388Palomar Advisors Inc.Asset manager$101M
- 15392RGA Investment Advisors, LLCWealth manager$101M
- 15393Suttle Crossland Wealth Advisors, LLCWealth manager$101M
- 15394Beacon Associates Wealth Management, LLCWealth manager$101M
- 1539834 Financial, LLCWealth manager$101M
- 15403Ascent Financial GroupWealth manager$101M
- 15404Pflueger WealthWealth manager$101M
- 15406CDP Financial Group, LLCWealth managerHybrid$100M
- 15408Bridge Financial Planning, LLCWealth manager$100M
- 15412Course Management Investment Advisors, LLCWealth managerHybrid$100M
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