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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- 7353Jacobsen Capital ManagementWealth manager$563M
- 7356Strongbox Wealth, LLCWealth manager$562M
- 7359Dumont & Blake Investment Advisors LLCWealth manager$562M
- 7360Capitol Private Wealth Group LLCWealth managerHybrid$562M
- 7363Acorn Wealth Advisors, LLCWealth manager$561M
- 7364Towerpoint Wealth, LLCWealth managerHybrid$561M
- 7368Bulldog Investors, LLPAsset manager$561M
- 7370Wedgewood Partners, Inc.Wealth manager$561M
- 7371John A. Wolfe & Associates, Inc.Wealth manager$561M
- 7373Melia Wealth LLCWealth manager$560M
- 7375Empirical Asset Management, LLCWealth manager$560M
- 7377QP ConsultingAsset manager$560M
- 7379Ocean Path Advisors, LLCWealth manager$560M
- 7380Endeavor Advisors, LLCWealth manager$560M
- 7382M. Kraus & CompanyWealth manager$559M
- 7387Paulson Wealth Management Inc.Wealth managerWrap sponsor$559M
- 7388Ogorek Wealth Management, LLCWealth manager$559M
- 7389Wealth Science Advisors LLCWealth manager$559M
- 7393Hobart WealthWealth manager$558M
- 7394Prairie Wealth Advisors, Inc.Wealth manager$558M
- 7396Life Line Wealth Management LLCWealth manager$558M
- 7397Quantum Financial Advisors IncAsset manager$558M
- 7398Nicollet Investment Management, Inc.Wealth manager$557M
- 7399Financial Harvest Wealth AdvisorsWealth manager$557M
- 7400Enrich Financial Partners LLCWealth manager$557M
- 7401Trinity Capital Management, LLCWealth manager$557M
- 7402HT Partners LLCWealth manager$556M
- 7403Oldfather Financial ServicesWealth manager$556M
- 7412Kooman & AssociatesWealth manager$556M
- 7413Bigelow Investment Advisors, LLCWealth managerBank-affiliated$555M
- 7416Premier Wealth Advisors, LLCWealth manager$555M
- 7417Kimery Wealth Management, LLCWealth managerWrap sponsor$555M
- 7418Lansing Street AdvisorsWealth manager$555M
- 7422Prairie Advisory, LLCAsset manager$554M
- 7425Heller Wealth ManagementWealth manager$554M
- 7428Pegasus Asset Management IncWealth manager$554M
- 7429Asset Planning, IncWealth manager$553M
- 7432Creekside PartnersWealth manager$553M
- 7438Omega Financial Group, LLCWealth manager$552M
- 7440Alliance Wealth Advisors, LLCWealth manager$552M
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