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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- 8291Stephenson and Company, Inc.Wealth manager$447M
- 8292Leslie Global Wealth, LLCWealth managerHybrid$447M
- 8293United Advisors AmericaWealth manager$447M
- 8294Oak Lane AdvisorsWealth manager$446M
- 8295L. K. Benson & Company, P.C.Wealth manager$446M
- 8297Peak Wealth Management, LLCWealth managerWrap sponsorHybrid$446M
- 8299Roberts Wealth Advisors, LLCWealth manager$446M
- 8303Mindset Wealth Management, LLCWealth manager$445M
- 8305N1 AdvisorsWealth manager$445M
- 8308CWC Advisors, LLCAsset manager$445M
- 8311Lefavi Wealth ManagementWealth managerWrap sponsorHybridBruce A. Lefavi Securities, Inc.$445M
- 8312Robinson Smith Wealth Advisors, LLCWealth manager$445M
- 8314Flower City Capital LLCWealth manager$445M
- 8316Cornerstone Portfolio ResearchAsset manager$444M
- 8320Noble Wealth Management P.B.C.Wealth manager$444M
- 8328Lumbard & Kellner, LLCWealth manager$444M
- 8329Stone Summit Wealth LLCWealth manager$444M
- 8331Candace Shira Associates, LLCWealth manager$443M
- 8333Bright Road Wealth Management, LLCWealth manager$443M
- 8335Members Advisory Group, LLCWealth manager$443M
- 8336Greykasell Wealth Strategies, Inc.Wealth manager$443M
- 8340Ulland Investment Advisors, LLCWealth manager$443M
- 8342James R. Martin Consulting, IncWealth manager$443M
- 8343Lifesteps FinancialWealth manager$443M
- 8345SWS Partners, LLCWealth manager$443M
- 8350Landmark Wealth Management, LLCWealth manager$442M
- 8361Owls Nest PartnersPrivate fund adviser$441M
- 8363Bishop & Company Investment Management, LLCWealth manager$441M
- 8366Black Diamond Financial, LLCWealth managerWrap sponsorHybridLadenburg Thalmann & Co. Inc.$441M
- 8368AG Asset Advisory, LLCWealth manager$440M
- 8371Investment Management ConsultantsAsset manager$440M
- 8372SGL Investment Advisors, Inc.Broker-dealer firmHybridS.G. Long & Company$440M
- 8373Burford Brothers, Inc.Wealth managerWrap sponsor$440M
- 8377Vantus WealthWealth manager$440M
- 8380Biltmore Wealth Management, LLCWealth manager$440M
- 8382Osterweis Capital ManagementWealth managerHybrid$439M
- 8388SimplyrichWealth manager$439M
- 8389TA Capital Management, LLCWealth manager$439M
- 8393Dickmeyer Boyce Financial Management, IncWealth manager$439M
- 8395Storen FinancialWealth managerHybrid$438M
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