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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- 6624Northern Financial Advisors, IncWealth manager$684M
- 6625Marietta Investment Partners, LLCWealth manager$684M
- 6626High Note Wealth, LLCWealth manager$683M
- 6629Evans Capital Management AssociatesWealth manager$683M
- 6630Compass Wealth Management LLCWealth managerWrap sponsor$683M
- 6634Broad RUN Investment Management, LLCAsset manager$682M
- 6635Sandbox Financial Partners, LLCWealth manager$682M
- 6636Dash InvestmentsWealth manager$682M
- 6637Synergy Investment Management LLCWealth managerWrap sponsorHybrid$681M
- 6644Von Borstel & AssociatesWealth manager$680M
- 6649Century Management Financial AdvisorsWealth manager$680M
- 6651Brasada Capital Management, LPWealth manager$679M
- 6653Forefront Analytics, LLCAsset manager$679M
- 6654Monument Group Wealth Advisors, LLCWealth manager$679M
- 6655Thor Wealth Management IncWealth manager$679M
- 6657Valinor Wealth ManagementAsset manager$678M
- 6662VSM Wealth Advisory, LLCWealth manager$678M
- 6663Financial Strategies Group, IncWealth manager$677M
- 66649823 Capital, LPPrivate fund adviser$677M
- 6666Carderock Capital Management, Inc.Wealth manager$677M
- 6668Jacobson & Schmitt Advisors, LLCWealth manager$676M
- 6669Rockport Wealth AdvisorsWealth managerWrap sponsorHybrid$676M
- 6670Pasi Investments, LLCAsset managerAffiliated broker-dealerDaybright Securities, LLC$676M
- 6672Stordahl Capital Management, Inc.Wealth manager$676M
- 6676Summit Wealth Partners, LLCWealth manager$676M
- 6677Advantage Wealth PartnersWealth managerWrap sponsor$675M
- 6678Little House Capital, LLCWealth manager$675M
- 6679RDA Financial NetworkWealth managerHybrid$675M
- 6680Allegiance Financial GroupWealth managerHybrid$675M
- 6681Ballast Advisors, LLCWealth manager$674M
- 6682The Goff Financial GroupWealth manager$674M
- 6683West Financial Advisors, L.L.C.Wealth manager$674M
- 6684Integral Wealth ManagementWealth manager$674M
- 6685Garden State Investment Advisory Services, LLCWealth managerWrap sponsorHybridGarden State Securities, Inc., clears through Axos Clearing$674M
- 6686Cherry Tree Wealth Management, LLCWealth managerHybridCherry Tree & Associates, LLC$673M
- 6689Sage Capital Advisors, LLCAsset manager$673M
- 6690Pinnacle Financial Group LLCWealth manager$673M
- 6693Firethorn Wealth Partners, LLCWealth managerHybrid$672M
- 6694Lifecycle Financial Planners Inc.Wealth manager$672M
- 6697Diversifi Capital IncWealth manager$671M
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