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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- 7639Reify Wealth Advisors, Inc.Wealth manager$524M
- 7641Denver PWM, LLCWealth manager$524M
- 7644Conifer Investments LTDWealth manager$524M
- 7645DLK Investment ManagementWealth manager$524M
- 7646Convergence Investment Partners, LLCAsset manager$524M
- 7647Financial Gravity Asset Management, Inc.Wealth managerPublic-company owned$523M
- 7649Evergreen Advisors, LLCWealth manager$523M
- 7651Park Edge Advisors, LLCWealth manager$523M
- 7652Delta Wealth ManagementWealth manager$522M
- 7657Leading Edge Financial Planning LLCWealth manager$522M
- 7661Trinity Legacy Partners, LLCWealth manager$521M
- 7663Disciplined Equity Management, Inc.Wealth manager$521M
- 7667Zuraw Financial Advisors, LLCWealth manager$520M
- 7668Uncommon Cents InvestingWealth manager$520M
- 7672Northstar Financial Companies, Inc.Wealth managerWrap sponsor$519M
- 7678Independent Wealth Network, Inc.Wealth managerHybrid$518M
- 7681Parkshore Wealth ManagementWealth manager$518M
- 7682Seldon Capital LPPrivate fund adviser$518M
- 7683Altium Investment Strategies LLCAsset managerHybridAAG Capital, Inc.$518M
- 7684BGM Wealth ManagementWealth manager$517M
- 7686Alliance Wealth Management Group, LLCWealth managerHybrid$517M
- 7687Fiat Wealth ManagementWealth manager$517M
- 7688Nestyield EtfsAsset managerHybridCentaurus Financial, Inc.$517M
- 7689Chelsea Management CompanyAsset manager$517M
- 7692Medallion Wealth Advisors, LLCWealth managerWrap sponsorHybrid$517M
- 7696Prudent InvestorsWealth manager$516M
- 7700Financial Network Wealth Advisors LLCWealth managerHybrid$515M
- 7701The Main Street GroupWealth managerHybrid$515M
- 7703Prism Advisors, Inc.Wealth managerWrap sponsor$515M
- 7704Wealthspring Capital LLCAsset manager$515M
- 7705Mattson Financial Services, LLCWealth manager$515M
- 7706Taiko Private WealthWealth manager$515M
- 7707Haven Wealth GroupWealth manager$515M
- 7709James T. Borello & Co.Broker-dealer firmHybrid$514M
- 7710Searcy Financial Services, Inc.Wealth manager$514M
- 7712Wiser Wealth Management, IncWealth manager$514M
- 7714Serenity Investment AdvisorsAsset manager$514M
- 7717Elevatus Wealth Management, LLCWealth manager$513M
- 7719DEW Point CapitalWealth manager$513M
- 7720Alaethes Wealth, LLCWealth manager$513M
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