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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- 7827Private Wealth Solutions, LLCBroker-dealer firmHybrid$500M
- 7831Stokes Capital Advisors, LLCWealth manager$499M
- 7835Presidio Capital Management, LLCWealth manager$499M
- 7836ACT AdvisorsWealth manager$499M
- 7838Clark Financial Services Group, Inc.Wealth manager$499M
- 7839Kahn Brothers Advisors LLCWealth managerHybridKahn Brothers LLC, clears through Pershing$499M
- 7841Outrunner Capital, LLCWealth manager$498M
- 7843Jackson Financial Services, LLCWealth manager$498M
- 7844Ruedi Wealth Management, Inc.Wealth manager$498M
- 7845Pitzl FinancialWealth manager$498M
- 7846Xcel Wealth Management, LLCWealth manager$498M
- 7848William Madison Advisors, Inc.Wealth manager$498M
- 7852The Milwealth Group, LLCWealth manager$497M
- 7858Relevance Capital ManagementWealth manager$496M
- 7864McCay Wealth Advisory LLCWealth manager$495M
- 7868Portfolio Advisory Council,l.l.c.Wealth manager$495M
- 7870Greystone Financial Group, LLCWealth manager$495M
- 7871JDH Wealth Management, LLCWealth manager$495M
- 7872Sterling Wealth Management, Inc.Wealth manager$495M
- 7877True Wealth Design, LLCWealth manager$494M
- 7879Bonaventure Capital, LLCWealth manager$494M
- 7882HFM Investment Advisors, Inc.Wealth manager$493M
- 7886Symmetry Capital Advisors LLCWealth manager$493M
- 7892Fusion Capital, LLCWealth manager$492M
- 7893Hungerford Financial LLCWealth managerHybridThomas Price$492M
- 7897Tyler Street CapitalWealth manager$492M
- 7899Inflection FinancialAsset manager$491M
- 7900Paces Ferry Wealth Advisors, LLCWealth manager$491M
- 7903Maryland Capital Advisors, Inc.Wealth manager$491M
- 7904Whitcomb & Hess, Inc.Wealth manager$491M
- 7906Redstone Advisors IncWealth manager$491M
- 7907The Life Wealth GroupWealth managerHybrid$491M
- 7909Cypress Financial PlanningWealth manager$490M
- 7912TIM Looney Investments, LLCWealth manager$490M
- 7916Montgomery Investment Management IncWealth managerHybrid$490M
- 7917Marquis Wealth Management GroupWealth manager$489M
- 7918Iron Financial LLCWealth manager$489M
- 7921One Degree Advisors, Inc.Wealth manager$489M
- 7922Wood Tarver FinancialWealth manager$489M
- 7927Gordian Wealth Advisors, LLCWealth managerHybrid$489M
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