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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- 6106Quantum Capital Advisors, LLCAsset manager$798M
- 6107McNamara Financial Services, Inc.Wealth manager$798M
- 6108Proffitt & Goodson Inc.Wealth manager$798M
- 6112Westwind CapitalWealth manager$796M
- 6114Brady Martz Wealth Solutions, LLCWealth manager$795M
- 6117Hurlow Wealth Management Group, Inc.Wealth manager$794M
- 6118BHK Investment AdvisorsWealth managerHybridBHK Securities, LLC$794M
- 6121Clayton Financial Group, LLCWealth manager$794M
- 6123Ackerman Asset Management, LLCAsset manager$794M
- 6125Centric Wealth Management, LLCWealth managerHybrid$793M
- 6126Beau Morgan AdvisorsWealth managerWrap sponsor$793M
- 6132Carsonallaria Wealth Management, LTD.Broker-dealer firmHybrid$792M
- 6134The Wealth Collaborative, Inc.Wealth manager$792M
- 6135X-Square CapitalAsset manager$791M
- 6136Sunpointe InvestmentsWealth manager$791M
- 6137Marathon Capital ManagementWealth manager$790M
- 6141Westhill Financial Advisors, Inc.Wealth manager$789M
- 6142Hoey Investments, Inc.Wealth manager$788M
- 6146MMA Asset Management LLCAsset managerHybridMMA Securities LLC, MMC Securities (ireland), clears through Pershing$788M
- 6147Bell Investment Advisors IncWealth manager$788M
- 6150Investor FANWealth manager$787M
- 6154Eagle Rock Investment Company, LLCWealth manager$787M
- 6155Warburton Capital Management, LLCWealth manager$787M
- 6158Centurion Wealth ManagementWealth manager$786M
- 6162Regent Peak Wealth Advisors, LLCWealth managerHybrid$786M
- 6165Insight Advisors, LLCWealth managerHybrid$786M
- 6169PIN Oak Investment Advisors IncPrivate fund adviser$785M
- 6172Bellwether WealthWealth manager$784M
- 6174Augustine Asset Management IncWealth manager$783M
- 6175Harfst and Associates, Inc.Wealth manager$783M
- 6176Old Port AdvisorsWealth manager$783M
- 6181Whelan FinancialWealth manager$782M
- 6182Dahring | Cusmano and AssociatesWealth managerHybrid$781M
- 6183West Michigan AdvisorsWealth managerHybrid$781M
- 6185Factor Wealth ManagementWealth manager$781M
- 6188Sierra Summit Advisors LLCWealth manager$781M
- 6190Creative Capital Management Investments LLCWealth manager$780M
- 6196Wisdom Financial Services, L.L.C.Wealth manager$779M
- 6198Ramsay Stattman Vela & Price IncWealth manager$779M
- 6201Goalvest Advisory LLCWealth managerHybrid$778M
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