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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- 7141Hogantaylor WealthWealth manager$593M
- 7143Delta Financial Advisors, L.L.C.Wealth manager$592M
- 7145Wealth Preservation Advisors, LLCWealth manager$592M
- 7146Hoxton Planning & Management, LLCWealth manager$592M
- 7147HZ Investments Inc.Wealth manager$591M
- 7150Poehling Capital Management, Inc.Wealth manager$591M
- 7152The Legacy Financial Group, Inc.Wealth manager$591M
- 7155Financial Gravity Family Office Services, LLCWealth manager$590M
- 7159Reston Wealth ManagementWealth manager$590M
- 7162Sequent Planning, LLCWealth managerHybrid$589M
- 7163Voisard Asset Management GroupWealth manager$589M
- 7165Fairfield, Bush & Co.Wealth manager$589M
- 7166RJA Asset Management LLCAsset manager$589M
- 7167WP Advisors, LLCWealth manager$589M
- 7168Consolidated FinancialAsset manager$589M
- 7169HFR Wealth Management, LLCWealth manager$589M
- 7177JPL Wealth Management, LLCWealth manager$588M
- 7180Kirr, Marbach & Company, LLCWealth manager$588M
- 7182Castle Rock Wealth Management, LLCWealth managerHybrid$587M
- 7184Squire Wealth AdvisorsWealth manager$587M
- 7188O'keefe Stevens Advisory, Inc.Wealth manager$586M
- 7193Riley Friedman Asset ManagementWealth manager$585M
- 7194Twin Peaks Wealth AdvisorsWealth managerHybrid$585M
- 7202Fortis Advisors, LLCAsset manager$584M
- 7203Fortress Private Ledger, LLCBroker-dealer firmHybrid$584M
- 7205Persium Advisors, LLCWealth manager$584M
- 7207Pathview Wealth AdvisorsWealth manager$583M
- 7211Marble Trail AdvisorsWealth manager$583M
- 7213Richardson Capital Management, LLCWealth managerHybrid$582M
- 7215Avalon Capital ManagementWealth manager$582M
- 7219Stewart Wealth Management, Inc.Wealth manager$582M
- 722155 North Private WealthWealth manager$581M
- 7225Keystone Global Partners LLCWealth manager$581M
- 7226Mosaic AdvisorsWealth manager$581M
- 7228Northwest Quadrant Wealth ManagementWealth managerHybrid$580M
- 7230Able Wealth Management LLCWealth manager$580M
- 7232EPG Wealth Management LLCWealth managerHybrid$579M
- 7233Mattern Wealth Management LLCWealth manager$579M
- 7237Twele Capital Management, Inc.Asset manager$578M
- 7243Valueworks, LLCPrivate fund adviser$577M
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