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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 7528Gallacher Capital Management, LLCWealth manager$539M
- 7529Buska Wealth Management, LLCWealth manager$539M
- 7531Morris Financial Concepts, Inc.Wealth managerWrap sponsor$538M
- 7534Arkfeld Wealth Strategies, L.L.C.Wealth manager$538M
- 7536Weaver Capital Management, LLCWealth manager$538M
- 7538Rareview Capital LLCAsset manager$538M
- 7542Redmond Asset Management, LLCWealth manager$537M
- 7544Novapoint Capital LLCWealth manager$536M
- 7545Hendricks Wealth and Estate ManagementWealth manager$536M
- 7554Triagen Wealth Management LLCWealth managerHybrid$535M
- 7556National Wealth Management Group, LLCWealth managerHybrid$535M
- 7558Peak Financial Management IncWealth manager$534M
- 7559Mezzasalma AdvisorsWealth manager$534M
- 7560USA Financial Formulas CorporationWealth managerHybridSaybrus Equity Services, LLC, Trinity Wealth Securities, L.L.C.$534M
- 7561Morse Asset Management, Inc.Wealth manager$534M
- 7562Peirce Capital Management, LLCWealth manager$534M
- 7563Robertson Investment ManagementWealth managerHybrid$534M
- 7569Collective Family Office, LLCWealth manager$533M
- 7571Wealth Intelligently Navigated, LLCWealth manager$533M
- 7576Brophy Wealth Management, LLCWealth managerWrap sponsorHybrid$533M
- 7579Founders Grove Wealth Partners, LLCWealth manager$532M
- 7580White Pine Investment CoWealth manager$532M
- 7582DST Wealth Management LLCWealth managerHybrid$532M
- 7583Elevated Financial GroupWealth managerHybrid$532M
- 7586XXI Wealth, LLCWealth manager$532M
- 7591Titan Retirement Advisors LLCAsset managerHybrid$531M
- 7592RAI WealthWealth managerHybrid$531M
- 7595Santa Barbara ManagementWealth manager$530M
- 7596Matheson & Rock Wealth Management, LLCWealth manager$530M
- 7608Council Oak Wealth AdvisorsWealth manager$529M
- 7612Willow Creek FinancialWealth managerWrap sponsor$529M
- 7613S.A. Mason, LLCWealth manager$529M
- 7615Measured Wealth Private Client Group, LLCWealth manager$528M
- 7619Cura Wealth Advisors, LLCWealth manager$528M
- 7620Rosecap Investment Advisors, LLCWealth manager$528M
- 7626Ariston Services Group, LLCWealth manager$527M
- 7632Graybill Wealth Management, LTD.Wealth manager$526M
- 7636Core PlanningWealth manager$525M
- 76375th Street Advisors, LLCWealth manager$524M
- 7638Essential Planning, LLCWealth managerHybrid$524M
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