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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- 15989WGS Management Services, IncWealth manager$42M
- 15993Sound & Secure Advisors LLCWealth manager$41M
- 15998Twentythree AdvisoryWealth manager$41M
- 16001Senior Financial and Realty Assoc.Wealth managerWrap sponsor$41M
- 16003O'brien Capital Management, Inc.Wealth manager$41M
- 16004II Technology, LLCWealth manager$40M
- 16012Days Global AdvisorsAsset manager$40M
- 160132201 Capital, LLCWealth manager$40M
- 16023Amidon & Petersen Financials, LLCWealth manager$39M
- 16024Trunorth Financial LLCWealth manager$39M
- 16025Peak Wealth ManagementWealth manager$39M
- 16026Native American Fund Advisors LLCAsset manager$39M
- 16031Clearview Financial Planning, Inc.Wealth manager$38M
- 16032Artesian Capital Management (delaware) LPAsset manager$38M
- 16034Paramount Wealth AdvisorsWealth manager$38M
- 16038LEO Wealth Management, LLCWealth manager$37M
- 16040Select Investment Solutions, LLCAsset manager$37M
- 16041Disciplined Alpha LLCAsset manager$37M
- 16042Majority Asset Management, Inc.Wealth manager$37M
- 16043Wharton Wealth Planning, LLCWealth manager$37M
- 16044Dark Horse Wealth LLCWealth manager$37M
- 16047Stone Ridge AdvisorsWealth manager$36M
- 16052Eudaimonia WealthWealth manager$36M
- 16053Rabenold Advisors, Inc.Wealth managerHybrid$36M
- 16055Palm Springs Advisory LLCWealth manager$36M
- 16056TAG Associates Florida LLCWealth manager$35M
- 16071Upstate Advisers IncAsset manager$34M
- 16074Gkfo, LLCWealth manager$34M
- 16076Gulfstream Asset ManagementWealth manager$33M
- 16078Evestia FinancialAsset manager$33M
- 16088True Abundance AdvisorsWealth manager$32M
- 16092Cambridge Wealth Management, LLCWealth manager$32M
- 16094American Financial Management, LTD.Wealth managerHybrid$32M
- 16098First Step Wealth PlanningWealth manager$31M
- 16102Tifin GiveAsset manager$31M
- 16104Zero DAY Capital Enterprises LLCWealth manager$31M
- 16105Old Field Advisors LLCWealth manager$31M
- 16106MFT Wealth ManagementWealth managerHybrid$31M
- 16109Dmlo Wealth Planning, LLCWealth managerHybrid$30M
- 16111Wesfair Advisory Group, Inc.Wealth manager$30M
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