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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- 5194Hanson & Doremus Investment ManagementWealth manager$1.1B
- 5196Talon LLCWealth manager$1.1B
- 5197Evelyn Partners Asset Management LimitedWealth managerBank-affiliatedAffiliated broker-dealerEvelyn Partners Investment Management Services Limited, Evelyn Partners Investment Services Limited$1.1B
- 5200Clearview Financial PartnersWealth managerHybrid$1.1B
- 5202Brio Financial GroupWealth managerWrap sponsor$1.1B
- 5205WorthpointeWealth manager$1.1B
- 5209Stepp & Rothwell IncWealth manager$1.1B
- 5210Armbruster Capital Management, Inc.Wealth manager$1.1B
- 5216DGS Capital ManagementWealth manager$1.1B
- 5218Goldstone Financial Group, LLCWealth manager$1.1B
- 5223Jamison Private Wealth Management, Inc.Wealth manager$1.1B
- 5224Faithward Advisors, LLCWealth managerHybrid$1.1B
- 5226Liberty One Investment ManagementAsset managerHybrid$1.1B
- 5233CoyleWealth manager$1.0B
- 5236Sittner & Nelson, LLCWealth manager$1.0B
- 5243Morling Financial Advisors, LLCWealth manager$1.0B
- 5245Bridgeport Financial SolutionsWealth managerWrap sponsorAffiliated broker-dealerCambridge Investment Research, Inc.$1.0B
- 5247High Probability Advisors, LLCWealth manager$1.0B
- 5248Manchester Financial IncWealth manager$1.0B
- 5250Three Bridge Wealth AdvisorsWealth managerHybrid$1.0B
- 5252Paragon Financial AdvisorsWealth manager$1.0B
- 5253RPG Investment Advisory, LLCWealth manager$1.0B
- 5263Violich Capital ManagementWealth manager$1.0B
- 5264Argos Wealth Advisors LLCWealth manager$1.0B
- 5267MPM Wealth AdvisorsWealth managerHybrid$1.0B
- 5269Rogers Wealth Group, Inc.Wealth manager$1.0B
- 5272Rodgers Brothers, Inc.Wealth manager$1.0B
- 5273Toews Asset ManagementAsset managerHybrid$1.0B
- 5275Fierston Financial Group IncWealth manager$1.0B
- 5278Fort Sheridan Advisors LLCWealth managerHybrid$1.0B
- 5280William Mack & Associates IncWealth manager$1.0B
- 5281Gould Asset Management LLCWealth managerAffiliated broker-dealer$1.0B
- 5290Watts Gwilliam & Company, LLCWealth manager$1.0B
- 5292BOS Asset Management, LLCAsset managerHybrid$1.0B
- 5293Northwest Wealth Management, LLCWealth managerBank-affiliated$1.0B
- 5294Walkner Condon Financial Advisors LLCWealth manager$1.0B
- 5296IFG Advisors, LLCWealth manager$1.0B
- 5300J.w.burns & Company, Inc.Wealth manager$1.0B
- 5303Cardinal Capital Management IncWealth manager$1.0B
- 5307Perryman Financial Advisory, Inc.Wealth managerHybridPerryman Securities, Inc.$1.0B
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