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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- 6206Market Street Wealth Management Advisors, LLCWealth manager$776M
- 6207BCM Advisors, LLCWealth manager$776M
- 6208Global View Capital Management LLCWealth managerWrap sponsorHybrid$775M
- 6216Satis Wealth ManagementWealth manager$774M
- 6223North Point Portfolio Managers CorporationWealth manager$773M
- 6227MTM Financial Group, LLCWealth managerHybrid$772M
- 6228Seabridge Investment Advisors LLCWealth manager$771M
- 6230Blue Zone Wealth Advisors, LLCWealth manager$770M
- 6231Professional Financial Advisors, LLCWealth managerWrap sponsor$770M
- 6234Hourglass Capital, LLCWealth manager$769M
- 6235Grant Street Asset Management IncWealth manager$769M
- 6238Wilsey Asset Management IncorporatedWealth manager$768M
- 6241New England Capital Financial Advisors LLCWealth manager$768M
- 6242Shah Capital ManagementPrivate fund adviser$768M
- 6245Compass AdvisorsWealth managerHybridCapfinancial Securities, LLC.$767M
- 6253Demming Financial Services Corp.Wealth manager$766M
- 6255Blue Edge Capital, LLCWealth manager$765M
- 6259Lepercq De Neuflize Asset Management LLCPrivate fund adviserHybridAccess Securities, LLC$764M
- 6262Jeppson Wealth Management, LLCWealth managerWrap sponsor$763M
- 6263PerennialWealth manager$762M
- 6264Summit Wealth Group LLCWealth managerHybrid$762M
- 6265FSA Investment Group, LLCAsset managerAffiliated broker-dealerFSA Securities LLC$762M
- 6266Ocean Endowment Partners, LLCPrivate fund adviser$761M
- 6268Sterling Financial Planning IncWealth manager$761M
- 6273SAN Luis Wealth AdvisorsWealth manager$760M
- 6275Hughes Financial Services, LLCWealth managerWrap sponsorAffiliated broker-dealerKestra Investment Services, LLC$760M
- 6279Provident Wealth Management, LLCWealth manager$759M
- 6280Harvest Investment Services, LLCWealth manager$758M
- 6281Progressive Investment Management CorporationWealth manager$758M
- 6282Tbg-Bedford Group LLCWealth managerHybrid$758M
- 6287Paratus Financial, Inc.Wealth manager$757M
- 6291Hi-Line Capital Management, LLCAsset manager$757M
- 6292G2 Capital Management, LLCWealth manager$757M
- 6293Moller Wealth PartnersWealth manager$756M
- 6295Sageguard Financial Group, LLCWealth manager$756M
- 6296Lighthouse FinancialWealth manager$756M
- 6297Total Clarity Wealth Management, IncWealth managerWrap sponsorHybrid$755M
- 6303Navpoint Financial, Inc.Wealth manager$752M
- 6305Ballast, Inc.Wealth manager$752M
- 6307Castlepoint Wealth AdvisorsWealth manager$751M
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