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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- 6701Montrose Advisors IncAsset manager$671M
- 6702ABS Legacy Partners, LLCWealth manager$671M
- 6703Elevation Wealth Partners, LLCWealth manager$671M
- 6704First Financial Coaching, Inc.Wealth managerHybrid$671M
- 6706Trinity Financial Advisors LLCWealth manager$670M
- 6715Aspyre Wealth PartnersWealth manager$668M
- 6716Oakwell Private Wealth ManagementWealth manager$668M
- 6722IRC WealthWealth manager$667M
- 6724Prestige Wealth Management Group, LLCWealth managerHybrid$666M
- 6725Bluechip Wealth Advisors LLCWealth manager$666M
- 6726Beck Bode LLCWealth manager$666M
- 6728BcwmWealth manager$665M
- 6729America First Investment Advisors LLCWealth manager$665M
- 6732Logan StonePrivate fund adviser$664M
- 6733Focused Alpha, LLCWealth managerWrap sponsor$664M
- 6736McElhenny Sheffield Capital Management, LLCWealth manager$663M
- 6738Diligent Investors, LLCWealth managerWrap sponsorHybrid$663M
- 6739Cruden Bay Investment Management, LLCWealth managerWrap sponsor$663M
- 6740Ironwood Financial, LLCWealth manager$663M
- 6741Three Arch Wealth Management LLCWealth manager$662M
- 6742Harrell Investment Partners, LLCWealth manager$662M
- 6743Westshore WealthWealth manager$662M
- 6744Bare Wealth AdvisorsWealth manager$662M
- 6749The Genwealth Group, Inc.Wealth manager$661M
- 6752Riverwater Partners LLCWealth manager$661M
- 6753Truvestments Capital LLCWealth managerHybrid$661M
- 6754Holderness Investments CoWealth manager$661M
- 6756St. James Investment Company, LLCAsset manager$661M
- 6758Betterwealth LLCWealth manager$660M
- 6759Northstar Asset Management Company, LLCWealth manager$660M
- 6761Buttonwood Financial Group, LLCWealth manager$659M
- 6764Benin Management CorpWealth manager$659M
- 6765Aries Wealth Management, LLCWealth manager$659M
- 6766Purus Wealth Management, LLCWealth managerWrap sponsor$658M
- 6767Aspen Wealth Management, LLCWealth managerWrap sponsor$658M
- 6768Arbor Wealth Advisors LLCWealth manager$658M
- 6769Optima Asset Management IncWealth manager$657M
- 6770Spectrum Asset Management IncWealth manager$657M
- 6772Innovative Wealth Building LLCWealth managerWrap sponsor$657M
- 6773Wela Financial AdvisoryWealth manager$657M
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