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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- 7929Register Financial Advisors, LLCWealth managerHybridRegister Financial Associates, Inc.$488M
- 7931Financial Avengers, Inc.Wealth manager$488M
- 7934HRC Wealth Management, LLCWealth managerHybrid$487M
- 7938Argent Wealth, LLCWealth manager$487M
- 7940Three Magnolias Financial AdvisorsWealth managerHybrid$487M
- 7941DB FitzpatrickAsset manager$487M
- 7942Bell & Brown Wealth Advisors, LLCWealth managerWrap sponsor$487M
- 7943Rosenblum Silverman Sutton SF IncWealth manager$487M
- 7946Cornerstone Wealth PlanningWealth manager$486M
- 7947The Pines Wealth Management, LLCWealth managerWrap sponsorHybrid$486M
- 7955NWK GroupWealth manager$485M
- 7958Johnson & White Wealth Management LLCWealth manager$485M
- 7959Vantage Point Financial, LLCWealth manager$485M
- 7968Exodus Wealth, LLCWealth managerHybridFortune Financial Services, Inc.$484M
- 7969Morton Brown Family Wealth LLCWealth manager$483M
- 7970Paradiem, LLCWealth managerWrap sponsor$483M
- 7971Altman AdvisorsWealth managerWrap sponsor$483M
- 7972Usadvisors Wealth Management, LLCWealth managerHybrid$483M
- 7974Buttonwood Financial Advisors, Inc.Wealth manager$483M
- 7976Van Strum & Towne IncWealth manager$483M
- 7978Astoria Strategic Wealth, Inc.Wealth manager$483M
- 7981Physicians Financial Services, Inc.Wealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.$482M
- 7983Ss&h Financial Advisors, Inc.Wealth manager$482M
- 7986AMJ Financial Wealth Management LLCWealth managerWrap sponsorHybrid$482M
- 7992Pinnacle Peak Private Client Group, LLCWealth managerWrap sponsor$481M
- 7995Harbor Advisory CorporationWealth manager$481M
- 7996Eaton-Cambridge Inc.Wealth manager$481M
- 7998Courage Miller Partners, LLCWealth manager$481M
- 8003Trellis Wealth Advisors, LLCWealth manager$480M
- 8004Adams Ashby Financial AdvisorsWealth manager$480M
- 8005Townsend Asset Management Corp.Wealth manager$480M
- 8006Asset Advisory Group, Inc.Wealth manager$480M
- 8007Match Grade AdvisorsAsset managerHybrid$479M
- 8010Keener Financial PlanningWealth manager$479M
- 8011Meredith Wealth PlanningWealth manager$479M
- 8013IDB Lido Wealth, LLCWealth managerBank-affiliatedAffiliated broker-dealerLido Securities, LLC$478M
- 8014Great Oak Capital Partners, LLCWealth manager$478M
- 8015Elmwood Wealth ManagementWealth manager$478M
- 8016Tingey Advisors IncWealth manager$478M
- 8017Barnes Wealth Management GroupWealth managerHybrid$477M
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