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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- 15516Family Partners Capital, LLCWealth manager$92M
- 15518Mundoval Capital Management, Inc.Wealth manager$92M
- 15520Woodmont Advisory Group, Inc.Wealth manager$92M
- 15523Evolutionary Tree Capital Management, LLCWealth manager$92M
- 15525Pegasus Group, LLCWealth manager$91M
- 15526Novus AdvisorsWealth manager$91M
- 15531Integrity Prosperity Security (IPS) Strategic CapitalWealth manager$91M
- 15534Pruneyard Financial Group, Inc.Wealth managerWrap sponsor$91M
- 15535Schaffer & Company Asset Management, Inc.Wealth manager$91M
- 15538Conrad Capital Management, Inc.Wealth managerHybrid$91M
- 15539Modern Capital Management, Co.Broker-dealer firmHybridLiberty Partners Financial Services, LLC, Liquidity.io, LLC$91M
- 15541Alphaq AdvisorsWealth manager$91M
- 15543Washington Square Capital Management LLCWealth manager$90M
- 15544Chacon Diaz & DI Virgilio Wealth Management, LLCWealth manager$90M
- 15545Seraph Capital Associates, LLCAsset manager$90M
- 15546Gannett Wealth AdvisorsWealth manager$90M
- 15548Oak Crest Advisory, LLCWealth managerHybrid$90M
- 15549Weiss Financial Group LLCWealth manager$90M
- 15554Aldemar Research CorporationWealth managerHybrid$89M
- 15560Prolific SolutionsWealth manager$88M
- 15564WealthfdWealth manager$88M
- 15565IBN Financial Services, IncBroker-dealer firmHybrid$88M
- 15566Pacific Global Investment Management CompanyWealth manager$87M
- 15567The Wealthplan LLCWealth manager$87M
- 15570Yearwood Young AdvisorsWealth manager$87M
- 15574MQ Private WealthWealth manager$87M
- 15576Seahorse Financial Advisers Inc.Wealth manager$87M
- 15579Mace Capital Management, LLCWealth manager$86M
- 15584Guidance Point Retirement Services, LLCAsset manager$85M
- 15587API Financial Advisors, LLCWealth manager$85M
- 15591Complete AdvisorsWealth manager$84M
- 15592Lehmann, Livian, Fridson Advisors, LLCWealth manager$84M
- 15593Titan Capital ManagementWealth manager$84M
- 15594Western New York Financial Group, LLCWealth manager$84M
- 15597Greycliff Wealth Management, LLCWealth manager$84M
- 15601Vita Planning Group LLCWealth manager$84M
- 15603Route 20 Private Wealth Inc.Wealth manager$84M
- 15606Proxy Wealth Advisors LLCWealth managerWrap sponsor$83M
- 15607Lumiere FinancialWealth managerHybrid$83M
- 15608Hyjc Capital of WNYWealth managerHybrid$83M
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