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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 6774Thrive Capital Management, LLCWealth manager$657M
- 6777Warren Street Wealth Advisors, LLCWealth manager$656M
- 6780Rock Point Advisors, LLCWealth manager$656M
- 6781McGowan & Co LLPWealth manager$656M
- 6783Milestone Financial Associates, LLCWealth managerWrap sponsor$654M
- 6785PW Nova Financial Services LLCWealth managerWrap sponsor$654M
- 6788Collaborative WealthWealth managerHybrid$653M
- 6790Collegiate Capital Management, Inc.Wealth managerWrap sponsor$653M
- 6791Westover Capital Advisors, LLCWealth manager$653M
- 6792Palisade Investments, LLCWealth manager$653M
- 6796Proprietary Capital, LLCPrivate fund adviser$652M
- 6805Bridgecreek Financial GroupWealth manager$650M
- 6807JRM Investment Counsel.Asset manager$649M
- 6809Essex LLCWealth manager$649M
- 6811Dale K. Ehrhart, Inc.Wealth manager$649M
- 6812Monument Wealth ManagementWealth manager$648M
- 68155c Capital Management, LLCWealth manager$648M
- 6816Powell Investment Advisors, LLCWealth manager$648M
- 6820Boston Standard Wealth Management, LLCWealth manager$648M
- 6822ACT Two Investors LLCWealth manager$647M
- 6827Legacy Wealth Partners, LLCWealth managerHybrid$646M
- 6829Kitching Partners, LLCWealth manager$646M
- 6830Cambridge Financial Group, LLCWealth manager$646M
- 6832Shankervalleau Wealth Advisors, Inc.Wealth managerWrap sponsor$645M
- 6837Eldred Rock Partners, LLCAsset manager$644M
- 6839Heron Bay Capital ManagementWealth manager$644M
- 6843Heritage Wealth Management, Inc.Wealth manager$643M
- 6846Chatham Wealth ManagementWealth manager$643M
- 6854Arjuna Capital, LLCWealth manager$642M
- 6856Granite Harbor Advisors, Inc.Wealth managerWrap sponsor$642M
- 6857Shakespeare Wealth Management, LLCWealth manager$642M
- 6858Woodward Financial Advisors, Inc.Wealth manager$641M
- 6864Riggs Asset Management Co IncWealth manager$640M
- 6866Highland Financial Advisors, LLCWealth manager$640M
- 6867Libra Wealth LLCWealth manager$640M
- 6868The Watchman Group, Inc.Wealth manager$640M
- 6869Murphy Pohlad Asset Management LLCWealth manager$640M
- 6871Concord Asset Management, LLCAsset manager$639M
- 6872Tcfg Investment Advisors, LLCWealth managerWrap sponsorHybridTcfg Wealth Management, LLC$639M
- 6873Northeast Advisers, Inc.Wealth manager$639M
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