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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- 15624Nottingham Wealth Partners, Inc.Wealth managerBank-affiliatedHybrid$80M
- 15625Ever Green Wealth Management, LLCWealth manager$80M
- 15626Abernathy Group II LLCWealth managerHybrid$80M
- 15627Federal PrepWealth manager$80M
- 15631Minerva Wealth AdvisoryWealth manager$80M
- 15632Constellation Asset Management, Inc.Wealth manager$79M
- 15633Queenbridge Capital, LLCWealth manager$79M
- 15634Pathway Partners Wealth Advisors, LLCWealth manager$79M
- 15636Bruderman Private WealthWealth manager$79M
- 15638Revere Wealth Management LLCBroker-dealer firmHybridRevere Securities LLC$78M
- 15639SMP Financial Planning, LLCWealth manager$78M
- 15646Alignment Financial GroupWealth manager$78M
- 15647Connective Wealth Partners, LLCWealth managerHybrid$78M
- 15649M.A. Whelan Financial PlanningWealth manager$77M
- 15650GPS Financial, LLCWealth manager$77M
- 15652FBD Asset MgmtWealth manager$77M
- 15659WeigelfamWealth manager$76M
- 15665Kane FinancialWealth manager$75M
- 15669Watts Capital Partners LLCWealth manager$75M
- 15674RCN Wealth Advisors, Inc.Wealth manager$75M
- 15675RPM Capital Management, LLCWealth manager$74M
- 15676Lytle InvestmentsWealth managerHybrid$74M
- 15677Rpata, LLCWealth managerWrap sponsor$74M
- 15679Wright Private Asset Management LLCAsset managerHybridWright Investors' Service Distributors, Inc.$74M
- 15682Allos Investment Advisors, LLCWealth manager$74M
- 15683Acrylic Financial, Inc.Wealth managerHybridBrooklight Place Securities, Inc.$74M
- 15686Stewardship Partners Investment Counsel, Inc.Wealth manager$73M
- 15691WPM Wealth Advisors LLCWealth managerWrap sponsor$72M
- 15694R. Seeger Wealth Management, LTDWealth managerWrap sponsor$72M
- 15696Franco Financial Advisors, Inc.Wealth manager$72M
- 15701Global Investment AdvisoryWealth managerHybridAmerican Global Wealth Management, Inc., First Asset Financial Inc.$72M
- 15702Epogee Capital Management, LLCWealth manager$72M
- 15705Schultze Asset Management, LPPrivate fund adviser$72M
- 15707Clockwise Capital LLCAsset manager$72M
- 15708HV Capital ManagementWealth manager$72M
- 15713Monthie Wealth AdvisorsWealth manager$71M
- 15717Fiduciary Management Group, LLCWealth manager$71M
- 15721Canterbury Investment Management, LLCWealth manager$70M
- 15722IBN Advisory Services, Inc.Wealth managerHybridIBN Financial Services, Inc.$70M
- 15723Rochester InvestmentsWealth manager$70M
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