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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- 6964FCA CorpWealth manager$623M
- 6973Avalan, LLCWealth manager$622M
- 6975Aviso Wealth ManagementWealth managerHybrid$621M
- 6976Oak Family Advisors, LLCWealth manager$621M
- 6978Altus Wealth Group, LLCWealth managerHybrid$620M
- 6979Capital Advisers, Inc.Wealth manager$620M
- 6980BNA WealthWealth managerPublic-company ownedHybrid$620M
- 6981Corus Family Wealth Advisors, Inc.Wealth manager$620M
- 6984Alpha Financial Advisors, LLCWealth manager$619M
- 6986Blue Ocean CapitalWealth manager$619M
- 6987Tactive Advisors, LLCWealth managerHybrid$619M
- 6988Tri-Ad Capital Management I, LLCAsset manager$619M
- 6989Meritas Wealth Management, LLCWealth manager$619M
- 6991Alexander Labrunerie & Co., Inc.Wealth managerHybrid$619M
- 6992White Oaks Wealth Advisors, Inc.Wealth manager$618M
- 6998Capital Planning, LLCWealth manager$618M
- 7002EQ Wealth AdvisorsWealth manager$617M
- 7004West Wealth Group, LLCWealth manager$617M
- 7006Hilltop Wealth & Tax SolutionsWealth managerHybrid$616M
- 7007Grey Ledge Advisors, LLCWealth managerBank-affiliated$616M
- 7008Stolper & Co., Inc.Wealth manager$616M
- 7009FMB Wealth ManagementWealth manager$616M
- 7016Envoy Advisory Inc.Wealth manager$615M
- 7017Financial Alternatives, Inc.Wealth manager$615M
- 7018Mystic Asset ManagementWealth managerHybrid$615M
- 7020Darwin Wealth ManagementWealth manager$614M
- 7021Zega Investments, LLCAsset manager$614M
- 7023Safe Harbor Family Capital, LLCAsset manager$614M
- 7027Auctus Advisors LLCWealth manager$613M
- 7028Capital A Wealth ManagementWealth managerWrap sponsorHybrid$613M
- 7029Novi Wealth PartnersWealth manager$613M
- 7030Wolff Financial Management LLCWealth managerWrap sponsor$613M
- 7032Wealth Watch Advisors, IncWealth manager$612M
- 7033Red Lighthouse Investment Management, LLCWealth manager$612M
- 7034Quartz Partners Investment ManagementWealth managerWrap sponsorHybridEtico Partners, LLC, clears through RBC Capital Markets$612M
- 7036Mulholland Wealth Advisors, LLCAsset managerHybrid$612M
- 7038Financial Security Management, IncWealth manager$612M
- 7039Steffes Financial, LTDWealth manager$611M
- 7040Arbor Trust Wealth Advisors, LLCWealth manager$611M
- 7041Peregrine Asset Advisers, Inc.Wealth manager$611M
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