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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- 6410Cordgrass Capital Advisors, LLCWealth manager$730M
- 6415Lesko Securities, Inc.Broker-dealer firmHybrid$729M
- 6420Tradewinds Capital Management, LLCWealth manager$727M
- 6421Quantum Financial Planning Services, Inc.Wealth manager$727M
- 6425Smith & Howard Wealth Management, LLCWealth manager$727M
- 6434Bright Financial Advisors, Inc.Wealth manager$725M
- 6437The Patten Group, Inc.Wealth manager$725M
- 6439Colton Groome Financial Advisors, LLCWealth manager$725M
- 6440Trunorth Capital Management, LLCWealth manager$725M
- 6442Meridian Investment Counsel, Inc.Wealth manager$723M
- 6446Minichmacgregor Wealth Management, LLCWealth manager$723M
- 6448Clear Creek AdvisorsWealth manager$722M
- 6455Materetsky Financial GroupWealth managerWrap sponsorHybrid$721M
- 6456RS Crum Inc.Wealth manager$721M
- 6458Doliver Advisors, L.P.Wealth manager$718M
- 6460Towercrest Capital Management, LLCAsset manager$718M
- 6465Dopkins Wealth Management, LLCWealth manager$717M
- 6468Taiber, Kosmala & Associates, LLCAsset manager$717M
- 6477Altrius Capital Management, Inc.Wealth manager$716M
- 6479Atlas Legacy Advisors LLCWealth manager$715M
- 6482Old Peak FinanceWealth manager$714M
- 6484Ventura Wealth ManagementWealth manager$713M
- 6490Excalibur Management CorpWealth manager$712M
- 6491Valtinson Bruner Financial PlanningWealth managerWrap sponsor$712M
- 6492Woodland Wealth PartnersWealth manager$712M
- 6494Precision Wealth Strategies, LLCWealth managerWrap sponsor$711M
- 6496The Magnolia Group, LLCPrivate fund adviser$711M
- 6497Lifelong Wealth Advisors, Inc.Wealth manager$710M
- 6498Redwood Investments, LLCAsset managerAffiliated broker-dealerAlger Management, (singapore) PTE. LTD., Alger Management, LTD$710M
- 6499Peak Planning Group, LLCWealth managerWrap sponsor$710M
- 6500Wealthbridge Capital Management, LLCWealth manager$710M
- 6502Rogan & AssociatesWealth managerWrap sponsorHybrid$710M
- 6508Duncker Streett & Co.Wealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan$707M
- 6518Bond & Devick Wealth PartnersWealth manager$706M
- 6521Ridgecrest Wealth Partners, LLCWealth manager$705M
- 6524Halter Ferguson Financial IncWealth manager$705M
- 6526Bmss Wesson Wealth SolutionsWealth manager$704M
- 6529Windsor Capital Management, LLCWealth manager$703M
- 6533AR Asset Management, Inc.Wealth manager$702M
- 6534Safeguard Investment Advisory Group, LLCWealth manager$702M
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