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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- 6310Tilson Financial Group IncWealth manager$751M
- 6311Stevens Foster Financial AdvisorsWealth manager$750M
- 6312Hopwood Financial Services, Inc.Wealth manager$750M
- 6313Torray Investment Partners LLCAsset manager$750M
- 6316Westwood Wealth ManagementPrivate fund adviserHybridSalient Capital L.P.$750M
- 6318Curran Financial Partners, LLCWealth manager$749M
- 6325SFE Investment Counsel Inc.Wealth manager$748M
- 6327Waller Financial Planning Group, Inc.Wealth manager$748M
- 6328Fiduciary Family Office, LLCWealth manager$748M
- 6329Pacifica Capital InvestmentsWealth manager$748M
- 6330Autumn Glory Partners, LLCWealth manager$748M
- 6332Pax Financial GroupWealth managerWrap sponsor$747M
- 6336Discipline Wealth Solutions, Inc.Wealth managerHybrid$747M
- 6338Tillman Hartley LLCWealth manager$746M
- 6343Beacon Global Advisor Network, LLCWealth managerHybrid$745M
- 6350Aegis WealthWealth manager$744M
- 6351John E. Sestina and CompanyWealth manager$744M
- 6353Kendall Capital ManagementWealth manager$744M
- 6354Element Wealth, LLCWealth manager$744M
- 6355Interchange Capital PartnersWealth manager$744M
- 6359Sensible Money, LLCWealth manager$743M
- 6360Absolute Capital Management, LLCWealth managerWrap sponsor$742M
- 6363Gradient Capital Advisors, LLCWealth managerWrap sponsor$742M
- 6365Mission Creek Capital Partners, Inc.Wealth manager$742M
- 6368Bayshore Wealth AdvisorsWealth manager$740M
- 6369Nicholas Wealth ManagementAsset managerHybrid$740M
- 6370Paragon Capital Management LLCWealth manager$740M
- 6372Stonebridge Financial GroupAsset managerHybrid$739M
- 6381The Marshall Financial Group LLCWealth managerHybrid$736M
- 6382Carlson InvestmentsWealth manager$736M
- 6384Stenger Family Office, LLCWealth manager$735M
- 6387Alpha Capital Management Group LLCAsset manager$734M
- 6388Girard Pension Services, LLCAsset managerHybridGirard Investment Services, LLC, clears through Pershing$734M
- 6389CL Wealth Management LLCWealth managerPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)$734M
- 6391Clarity Wealth AdvisorsWealth manager$733M
- 6397Navalign, LLCWealth manager$732M
- 6400Newman Dignan & Sheerar, IncWealth manager$731M
- 6401Sevenbridge Financial Group, LLCWealth manager$731M
- 6407Tiller Private Wealth, Inc.Wealth manager$730M
- 6408Ipswich Investment Management Company, IncWealth manager$730M
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