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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 15854Westmore Asset ManagementWealth manager$54M
- 15856Valorem LLCWealth manager$54M
- 15858Magnifina, LLCWealth manager$54M
- 15859Crescent Park Management, L.P.Wealth manager$54M
- 15861LT Advisors LLCWealth manager$54M
- 15865Visdom Investment Group LLCWealth manager$53M
- 15871Lowell Road Asset Management, Inc.Wealth manager$53M
- 15874Family Dynasty Advisors LLCWealth manager$52M
- 15882Anchor Bay Private Wealth LLCWealth managerHybridAnchor Bay Securities, LLC$52M
- 15884PurevestWealth manager$52M
- 15889Seaway AdvisorsWealth manager$51M
- 15892Carosa, Stanton & Depaolo Asset Management, LLCWealth manager$51M
- 15893Sabbia Faro Wealth Management LLCWealth manager$51M
- 15896Rise North Capital Investment AdvisorsWealth manager$51M
- 15900Portfolio Strategies IncWealth manager$50M
- 15908Altai Capital Management, L.P.Wealth manager$50M
- 15917KPC Terrapin Group LLCWealth manager$49M
- 15918Swarthmore Asset Management LTDWealth manager$49M
- 15922Brandon Hill Wealth Management, LLCWealth manager$48M
- 15932Hilbert 8, LLCWealth manager$47M
- 15935Just FuturesAsset manager$47M
- 15937Cambridge Advisors, LLCWealth manager$47M
- 15938Glassman Wealth Management LLCWealth manager$46M
- 15939Boerum Hill Financial Advisors LLCWealth manager$46M
- 15942Integrity Advisory Partners LLCWealth manager$46M
- 15945Heritage Strategic Wealth, LLCWealth manager$46M
- 15959Savvi Financial LLCWealth managerPublic-company ownedHybrid$45M
- 15961Future Perfect Planning, LLCWealth manager$44M
- 15962Inverlochy Capital, Inc.Wealth manager$44M
- 15964The Mass GroupWealth manager$44M
- 15965DJ Wealth Systems, LLCWealth manager$44M
- 15966Transparent Wealth Consulting LLCWealth manager$44M
- 15970Directional AdvisorsWealth manager$43M
- 15971Stuyvesant Capital Management CorporationWealth manager$43M
- 15973MW Investment StrategyWealth manager$43M
- 15977Lava Wealth Management, LLCWealth manager$43M
- 15982Arrival Capital Management LLCWealth manager$42M
- 15984Guide Wealth ManagementWealth manager$42M
- 15985Focus Planning GroupWealth manager$42M
- 15987Pricap Advisors LLCWealth manager$42M
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