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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- 5518Builder Investment GroupWealth manager$953M
- 5520D.B. Root & Company, LLCWealth manager$952M
- 5523Legacy Financial Strategies, LLCWealth manager$952M
- 5524Cornerstone Planning GroupWealth manager$952M
- 5525American Financial Advisors, LLC.Wealth manager$950M
- 5526Brickley Wealth ManagementWealth manager$950M
- 5528Robotti & Company Advisors, LLCPrivate fund adviserHybridRobotti Securities, LLC$950M
- 5532SMI Advisory Services, LLCWealth managerWrap sponsor$949M
- 5533The Mosaic Financial Group, LLCWealth manager$949M
- 5534Destiny Wealth Partners, LLCWealth managerWrap sponsor$947M
- 5536Auxier Asset ManagementWealth manager$946M
- 5537Almanack Investment PartnersWealth managerHybrid$946M
- 5542Lafayette Investments, Inc.Wealth manager$943M
- 5543Ashford Advisors, LLCWealth manager$943M
- 5546HCM WealthWealth manager$942M
- 5547Disciplined Investors, L.L.C.Wealth manager$942M
- 5548Emerald Advisors, LLCWealth manager$941M
- 5550Fagan Associates IncWealth manager$941M
- 5551Rudney AssociatesWealth manager$940M
- 5553Blankinship & Foster, LLCWealth manager$940M
- 5555Ascension Capital Advisors, Inc.Wealth managerHybrid$939M
- 5564Hartline Investment CorporationWealth manager$935M
- 5566Financial Solutions Advisory GroupWealth manager$935M
- 5567Crane & Associates Wealth ManagementBroker-dealer firmHybrid$935M
- 5568Uniting Wealth PartnersWealth manager$935M
- 5571Johnson BixbyWealth managerHybrid$934M
- 5572Mountain Pacific Investment Advisers, LLCWealth manager$934M
- 5575Estabrook Capital Management LLCWealth manager$933M
- 5578LsiaWealth manager$932M
- 5580Prevail Innovative Wealth Advisors, LLCWealth managerWrap sponsor$932M
- 5582Frisch Financial Group, Inc.Wealth manager$932M
- 5585Sky Investment Group LLCWealth manager$931M
- 5587PGI Wealth ManagementWealth manager$931M
- 5588RB Capital Management, LLCWealth managerWrap sponsorHybrid$931M
- 5590Strategy Asset Managers L.L.C.Wealth managerHybrid$930M
- 5593Wick Capital Partners, LLCWealth manager$930M
- 5599Mountain Capital Investment Advisors IncWealth manager$929M
- 5604Riversedge AdvisorsWealth manager$928M
- 5605Glass Jacobson Wealth AdvisorsWealth manager$928M
- 5606Piton Investment Management, LPAsset managerHybrid$928M
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