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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- 8481Blue Water Asset ManagementWealth managerHybrid$428M
- 8485Providence Financial Advisors, LLCAsset manager$428M
- 8486Haven PrivateWealth manager$428M
- 8492Shearwater CapitalWealth manager$427M
- 8494O'donnell Financial Services, LLCWealth managerWrap sponsorHybrid$427M
- 8499Beacon Bridge Wealth Partners, LLCWealth managerHybrid$427M
- 8502Pacific Strategic Management, LPPrivate fund adviser$426M
- 8505Cypress Capital, LLCWealth manager$426M
- 8508Legacy Bridge Private Family OfficesWealth manager$426M
- 8509Omni 360 Wealth, Inc.Wealth manager$426M
- 8510Murphy & SylvestWealth manager$426M
- 8517Stonehearth Capital ManagementWealth managerWrap sponsor$425M
- 8522Paradigm Investment Advisory, LLCWealth managerWrap sponsorHybrid$425M
- 8526Lifemark Securities Corp.Broker-dealer firmHybrid$425M
- 8531Mascagni Wealth Management, Inc.Wealth managerWrap sponsor$425M
- 8532Hayek Kallen Investment Management L.L.C.Wealth manager$424M
- 8533Smart Money Group, LLCWealth managerHybrid$424M
- 8534Blackdiamond Wealth Management, LLCWealth managerHybrid$424M
- 8536First City Capital Management IncWealth manager$424M
- 8537Castle Coast Wealth, LLCWealth manager$424M
- 8540Heritage Family Offices, LLPWealth manager$423M
- 8541Sagevest Wealth ManagementWealth manager$423M
- 8543Valiant Wealth, LLCWealth manager$423M
- 8545Capital Wealth InvestmentsWealth managerHybrid$423M
- 8546McCarthy Asset Management, Inc.Wealth manager$422M
- 8548Forza Wealth ManagementWealth manager$422M
- 8550Adirondack Capital Advisors, LLCWealth manager$422M
- 8553TrufpWealth managerWrap sponsor$422M
- 8562Gencap Portfolio ManagementWealth manager$420M
- 8564Genesee Capital Advisors, LLCWealth manager$420M
- 8565Exeter Financial, LLCWealth manager$420M
- 8571Oriental Financial Services LLCBroker-dealer firmHybrid$420M
- 8572R.W. Roge & Company, IncWealth manager$419M
- 8574Harlow Wealth Management, Inc.Wealth manager$419M
- 8577Ridgewood InvestmentsWealth manager$419M
- 8578Seabird Investment PartnersAsset manager$419M
- 8579WT Wealth Management, LLCWealth manager$419M
- 8582Silver Oak Advisory GroupWealth manager$419M
- 8583Transce3nd LLCWealth managerWrap sponsorHybrid$419M
- 8586Lincoln Capital CorporationWealth manager$418M
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