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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- 6010Pacific CapitalWealth manager$821M
- 6015FSA Wealth PartnersWealth manager$820M
- 6016Advisors Management Group IncWealth manager$820M
- 6021A. N. Culbertson & Company, Inc.Wealth manager$818M
- 6026Shulman Demeo Asset Management, LLCWealth managerWrap sponsor$815M
- 6032CMH Wealth Management, LLCWealth manager$813M
- 6033Kozak & Tripp Private Asset Management, Inc.Wealth manager$813M
- 6034Spectrum Financial Alliance, LTD., L.L.C.Wealth manager$813M
- 6037Prosperitas Financial, LLCWealth managerAffiliated broker-dealer$812M
- 6038Integris Wealth Management, LLCWealth manager$812M
- 6042Nelson Capital Management, LLCWealth manager$811M
- 6043Stevens Capital PartnersWealth manager$810M
- 6044Investment Management AssociatesWealth manager$810M
- 6046The Advocate Group, LLCWealth manager$810M
- 6047The Advisory Group of SAN Francisco, LLCWealth manager$810M
- 6050Tanglewood Legacy Advisors, LLCWealth manager$809M
- 6053Sunburst Financial Group, LLCWealth manager$808M
- 6058Mayfair Advisory Group, LLCWealth manager$806M
- 6059Droms Strauss Wealth ManagementWealth manager$806M
- 6061Firestone Capital Management IncWealth manager$806M
- 6062Northstar Asset Management, IncWealth managerWrap sponsor$806M
- 6065Lakeridge Wealth Management LLCWealth managerHybrid$805M
- 6067Asio Capital LLCWealth manager$805M
- 6068Strathmore Capital AdvisorsWealth manager$805M
- 6069Copper Harbor Investment Advisors, LLCWealth manager$805M
- 6070Roof Eidam Maycock Peralta LLCWealth managerWrap sponsor$805M
- 6073Tempo WealthWealth manager$804M
- 6076Great Diamond Partners, LLCWealth manager$804M
- 6080Francis FinancialWealth manager$803M
- 6081Moss, Luse & Womble, LLCWealth manager$803M
- 6082Clear Trail Advisors, LLCWealth manager$803M
- 6088The L. Warner Companies, IncWealth managerHybrid$802M
- 6089Solstein Capital, LLCAsset manager$802M
- 6094Kuhn Advisors, Inc.Wealth manager$801M
- 6095Compton Wealth Advisory Group, LLCWealth manager$800M
- 6096Laffer Tengler Investments, Inc.Wealth managerWrap sponsor$800M
- 6097Creekmur Asset Management, LLCWealth managerWrap sponsor$800M
- 6098Financial Focus LLCWealth managerHybrid$800M
- 6103Relevant Wealth Advisors, LLCAsset manager$799M
- 6105Carolina Wealth Management, Inc.Wealth manager$798M
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