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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- 16116Castfirm Advisors LLCWealth manager$30M
- 16119Seneca Private Wealth, LLCWealth manager$30M
- 16120Port Capital ManagementWealth manager$30M
- 16125Goldstone Portfolios IncorporatedWealth manager$29M
- 16128School of Personal FinanceWealth manager$29M
- 16131CleveralphaWealth managerWrap sponsorHybrid$28M
- 16133SIP Financial ServicesWealth manager$28M
- 16134Dominari Securities LLCBroker-dealer firmHybrid$28M
- 16135Derivaty CoAsset manager$28M
- 16139Big Rock Advisors LLCWealth managerHybrid$28M
- 16144Avrio Wealth LLCWealth manager$27M
- 16145Rosecliff Capital Advisory LLCWealth managerWrap sponsor$27M
- 16146Dorian Eason Asset Management, LLCWealth manager$27M
- 16147Kronos Wealth ManagementWealth manager$27M
- 16151Museum Mile Funds LLCPrivate fund adviser$27M
- 16153Safe Harbor Asset Management, Inc.Wealth manager$27M
- 16160Spring Street WealthWealth manager$26M
- 16168BZ Wealth Advisors, LLCWealth manager$26M
- 16172Derryrush WealthWealth manager$26M
- 16173Trowbridge Capital Partners LLC.Wealth managerBank-affiliated$26M
- 16180Tall Pines Capital, LLCWealth managerWrap sponsor$25M
- 16187LFN Advisors Inc.Wealth manager$24M
- 16193IRM ManagementWealth manager$23M
- 16194Legacy Cornerstone Wealth LLCWealth manager$22M
- 16195Moma InternationalAsset manager$22M
- 16200RM Investment Strategies, LLCAsset manager$22M
- 16210Financial Planning Services, Inc.Wealth managerHybrid$20M
- 16211Taylor Frigon Family Office, LLCWealth manager$20M
- 16226Fidelis Capital, LLCPrivate fund adviserHybrid$18M
- 16245Aperture Advisors LLCWealth manager$16M
- 16270New West Asset ManagementPrivate fund adviser$13M
- 16276Palos Management Inc.Wealth manager$12M
- 16280Directional Financial ServicesWealth manager$11M
- 16282Advisors Crypto, Inc.Wealth manager$11M
- 16296TinderwealthWealth manager$10M
- 16298Paladin CapitalWealth managerHybrid$10M
- 16299Empiric InstitutionalAsset managerHybridEmpiric Distributors, Inc.$10M
- 16321U.S. Cherry LLCAsset manager$8M
- 16336Cornerstone Advisors LLCWealth manager$7M
- 16346NewdayWealth manager$7M
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