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
- 5794Noesis Capital Management CorpWealth manager$877M
- 5795Montz Harcus Wealth ManagementWealth managerHybrid$876M
- 5797Icon Advisers, Inc.Asset managerHybrid$876M
- 5798CGC Financial ServicesWealth managerHybrid$876M
- 5801Running Oak Capital LLCWealth managerWrap sponsor$875M
- 5802Broadside WealthWealth manager$875M
- 5804Leisure Capital Management, Inc.Wealth manager$874M
- 5808Affinity Wealth Management LLCWealth manager$873M
- 5809Alpha Capital ManagementWealth manager$871M
- 5811Oak Grove Capital, LLCWealth manager$871M
- 5812Secure Asset Management, L.L.C.Wealth managerHybridAurora Securities Inc$871M
- 5816Redw Wealth LLCAsset manager$869M
- 5817Canopy PartnersWealth manager$869M
- 5821Circle Advisers IncWealth manager$868M
- 5822Integrity Financial CorporationWealth manager$868M
- 5823Park Capital Management, LLCWealth managerBank-affiliatedHybrid$868M
- 5824Highline Wealth PartnersWealth manager$868M
- 5830WellfullWealth manager$866M
- 5832KKM Financial LLCAsset manager$866M
- 5839Moody Aldrich Partners, LLCAsset manager$864M
- 5846Gill Capital PartnersBroker-dealer firmHybrid$862M
- 5848McMill CPA and AdvisorsWealth manager$862M
- 5849Front Street Capital Management, Inc.Wealth manager$862M
- 5851Meridian Investment AdvisorsAsset manager$862M
- 5853Elite Wealth Management, Inc.Wealth manager$861M
- 5854Keystone Private WealthWealth managerHybrid$861M
- 5859Wealthcare Investment Partners LLCWealth managerWrap sponsorHybrid$860M
- 5860Probity Advisors, Inc.Wealth managerHybrid$859M
- 5864Pinney & Scofield, Inc.Wealth manager$859M
- 5870Delta Investment Management, LLCWealth manager$857M
- 5872Blume Capital Management, Inc.Wealth manager$857M
- 5877Radnor Capital Management, LLCWealth manager$855M
- 5882Birchwood Financial Partners, Inc.Wealth manager$853M
- 5883Leelyn Smith, LLCWealth managerWrap sponsorHybrid$852M
- 5884Smith Thornton Advisors, LLCAsset managerHybrid$852M
- 5887ApeironWealth managerWrap sponsor$852M
- 5888Warner Financial, IncWealth manager$852M
- 5891Affinity Capital Advisors LLCWealth manager$851M
- 5894Channel Wealth, LLCWealth manager$851M
- 5895Whitaker-Myers Wealth Managers, LTD.Wealth managerHybrid$851M
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