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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- 7247Brogan FinancialWealth manager$577M
- 7249Alexander Investment Services Co.Broker-dealer firmHybrid$577M
- 7250Allodium Investment Consultants, LLCWealth manager$577M
- 7255G&h InvestmentsWealth manager$576M
- 7256Rezny Wealth Management, Inc.Wealth manager$576M
- 7258Bulletproof Capital, LLCPrivate fund adviser$576M
- 7267Berkeley, IncWealth manager$574M
- 7268Curtis Advisory Group, LLCWealth manager$574M
- 7269FSA Advisors, Inc.Wealth manager$573M
- 7271Burkett Financial Services, LLCWealth manager$573M
- 7272North Shore Private Asset Management, LLCWealth managerHybrid$573M
- 7274The Ithaka Group, LLCAsset manager$572M
- 7278Painted Porch Advisors LLCWealth manager$572M
- 7280Family WMS, LLCWealth manager$572M
- 7283Capital Markets IQ, LLCWealth managerHybrid$571M
- 7284Clean Yield Asset ManagementWealth manager$571M
- 7286Lifestyle Asset Management, Inc.Wealth managerHybrid$571M
- 7296Brilliant Advice, LLCWealth manager$570M
- 7301Merkle Retirement PlanningWealth managerWrap sponsor$569M
- 7302ACT Wealth Management, LLCWealth manager$569M
- 7303Generational Wealth AdvisorsWealth managerHybridGenerational Capital Markets Inc.$569M
- 7304Freedom Investment Management, Inc.Wealth manager$569M
- 7306RIA Advisory Group, LLCWealth manager$568M
- 7307FCG Investment CompanyWealth manager$568M
- 7310S.E.E.D. Planning Group, LLCWealth manager$568M
- 7312Liberty Square Wealth Partners LLCWealth managerHybrid$568M
- 7315Prentice Wealth Management LLCWealth managerHybrid$568M
- 7323Decker Wealth Management, LLCWealth manager$566M
- 7326Midwest Financial Group LLCWealth managerWrap sponsor$566M
- 7327Equinum, LLCWealth manager$566M
- 7329Adams Wealth AdvisorsWealth manager$566M
- 7330Googins Advisors, Inc.Broker-dealer firm$566M
- 7331First Fiduciary Investment Counsel IncWealth manager$566M
- 7332Atticus Wealth ManagementWealth manager$565M
- 7338Boyum Wealth Architects LLCWealth manager$564M
- 7340LGG FinancialWealth managerWrap sponsor$564M
- 7346Paradigm Wealth Management, LLCWealth manager$563M
- 7348Brooklyn FI, LLCWealth manager$563M
- 7350Vela Investment Management, LLCAsset manager$563M
- 7351Lifeguide Financial Advisors, LLCWealth managerWrap sponsor$563M
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