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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- 6874SK Wealth Management, LLCWealth manager$639M
- 6875Bellatore Financial, Inc.Wealth manager$639M
- 6876Acumen Wealth Advisors, LLCWealth manager$638M
- 6877Colorado Capital ManagementWealth manager$638M
- 6878Hemsley Advisors, LTD.Wealth manager$638M
- 6879Scott & Selber, Inc. Capital ManagementWealth manager$638M
- 6886503 Capital Partners, LLCPrivate fund adviser$636M
- 6889Fischer Financial Services IncWealth manager$636M
- 6891Rowland Miller + Partners LLCWealth manager$636M
- 6894Fire Capital Management, LLCWealth manager$635M
- 6896Northwest Financial Services IncWealth manager$635M
- 6902WJ Interests, LLCWealth manager$634M
- 6903Kickstand Wealth AdvisorsWealth manager$633M
- 6906Whiterock Wealth Design, LLCWealth manager$633M
- 6908Vickerman Investment Advisors, Inc.Wealth manager$632M
- 6910Fortem Financial Group, LLCWealth managerHybrid$632M
- 6912Bolthouse Investment Management ServicesAsset manager$631M
- 6915American Investors CoBroker-dealer firmHybrid$631M
- 6917Accuvest Global Advisors, Inc.Asset managerHybridMosaic Financial$630M
- 6919Davidson Capital Management, IncWealth manager$630M
- 6920Neumann Capital ManagementWealth manager$630M
- 6921Rosel Wealth Management, LLCWealth managerWrap sponsor$630M
- 6926Legacy Wealth Management, LLCWealth manager$629M
- 6928Cornerstone Wealth ManagementWealth manager$629M
- 6931Gem Asset Management, LLCWealth manager$628M
- 6933Capshift AdvisorsAsset manager$628M
- 6934Findec Wealth Services, Inc.Asset manager$628M
- 6935Aljian Capital ManagementWealth manager$628M
- 6936Kutscher Benner Barsness & Stevens, Inc.Wealth manager$628M
- 6937Meridian Financial Partners LLCWealth manager$628M
- 6939Ariadne Wealth Management, LPWealth manager$627M
- 6944Epsilon Financial Group, Inc.Wealth manager$626M
- 6946Rialto Wealth ManagementWealth manager$626M
- 6947Impact Capital Partners LLCWealth manager$626M
- 6952Portfolio Design Labs, LLCWealth manager$625M
- 6954Lountzis Asset Management, LLCWealth manager$624M
- 6955Riverview Capital Advisers LLCWealth manager$624M
- 6958Axius Advisors LLCWealth managerHybrid$624M
- 6960Sherrill & Hutchins Financial Advisory IncWealth manager$624M
- 6963Dhjj Financial AdvisorsWealth manager$623M
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