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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- 7441Global Assets Advisory, LLCBroker-dealer firmHybridBHS Financial, LLC, International Assets Advisory, LLC$552M
- 7442The SUMWealth manager$551M
- 7443Broadleaf Partners, LLCWealth manager$551M
- 7445Veridian Capital PartnersWealth managerWrap sponsorHybrid$551M
- 7446Amicus Financial Advisors, LLCWealth manager$551M
- 7447Dedora Capital, Inc.Wealth manager$551M
- 7450Pinnacle Wealth AdvisorsWealth manager$550M
- 7455Mills Wealth Advisors, LLCWealth manager$549M
- 7458Hamel Associates,inc.Wealth manager$548M
- 7459Cable CAR Capital, LPPrivate fund adviser$548M
- 7463Truewealth Advisors, LLCWealth managerHybrid$547M
- 7464CachetechAsset manager$547M
- 7467Monon Wealth ManagementWealth manager$547M
- 7470Mach-1 Financial Group, LLCWealth managerWrap sponsorHybrid$546M
- 7473Legacy WealthWealth managerWrap sponsorHybrid$546M
- 7475Whitegate Investment Counselors, Inc.Wealth manager$545M
- 747725 FinancialWealth managerHybrid$545M
- 7478Selby Wealth ManagementWealth manager$545M
- 7480Trillium Wealth LLCWealth manager$545M
- 7481Sierra Ocean, LLCWealth manager$545M
- 7482Penobscot Financial AdvisorsWealth managerWrap sponsor$545M
- 7484Oneascent Family OfficesAsset manager$544M
- 7486Golden Reserve Retirement, LLCWealth manager$544M
- 7489Andrews, Lucia Wealth Management LLCWealth manager$543M
- 7490Marion Wealth ManagementWealth manager$543M
- 7493Fountainhead Financial, LLCWealth manager$543M
- 7496Juno Financial Group LLCWealth manager$542M
- 7498Tandem Financial, LLCWealth manager$542M
- 7501Affiliated Financial Advisors IncWealth manager$541M
- 7502Gettings Busch Wealth ManagementWealth manager$541M
- 7506Relation Wealth Management, Inc.Asset manager$541M
- 7508Compound Family Offices, LLCWealth manager$541M
- 7509Dividend Assets Capital, LLCWealth manager$541M
- 7510Gray Private Wealth, LLCWealth manager$541M
- 7516Lk&a Investment CounselWealth manager$540M
- 7521Wealth Advisors of Iowa, LLCWealth managerWrap sponsor$539M
- 7523River Street Advisors, LLCWealth managerBank-affiliated$539M
- 7524Black Knight Wealth Management, LLCWealth managerHybrid$539M
- 7525Access WealthWealth managerHybrid$539M
- 7526Mountain Hill Investment PartnersWealth manager$539M
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