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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- 8682Broadlake Financial ManagementWealth manager$410M
- 8685Friday FinancialWealth manager$409M
- 8686Marks Wealth ManagementWealth manager$409M
- 8687Sterling Investment Management, LLCWealth manager$409M
- 8688Code Waechter LLCWealth manager$409M
- 8689True Financial GroupWealth managerWrap sponsor$409M
- 8690Rooted Wealth AdvisorsWealth manager$409M
- 8693Capstone Capital Wealth AdvisorsWealth manager$408M
- 8696Range Financial Group, LLCWealth manager$408M
- 8697Heritage Financial LLCWealth manager$408M
- 8699Revere AssetWealth manager$408M
- 8700Nexus338Asset manager$408M
- 8702Navigoe, LLCWealth manager$408M
- 8705Wealthcare Capital Partners, LLCWealth managerHybridSammons Financial Network, LLC$407M
- 8706J.R. Prunier Capital Management LLCWealth manager$407M
- 8709Keystone Financial Planning, IncWealth manager$407M
- 8710Womack Wealth Management, Inc.Wealth manager$407M
- 8713United Wealth Management, LLCWealth manager$407M
- 8714Tumwater Wealth Management, LLCWealth manager$407M
- 8716Kingsmark Private Financial Advisors, LLCWealth manager$406M
- 8717Clarity Capital Advisors, LLCWealth manager$406M
- 8718Guerra Wealth AdvisorsWealth managerWrap sponsor$406M
- 8719Ballast Rock Private WealthWealth managerHybridBallast Rock Capital LLC$406M
- 8720Bontempo Ohly Capital Management, LLCWealth managerWrap sponsor$406M
- 8726Altus Wealth Management, LLCWealth manager$405M
- 8729Triton Wealth Management, PLLCWealth manager$405M
- 8732Core Wealth Management, Inc.Wealth manager$405M
- 8735Kanen Wealth Management LLCAsset manager$405M
- 8737Excel Financial, LLCWealth manager$404M
- 8738MB GEN WealthWealth manager$404M
- 8740Dupree Financial Group, LLCWealth manager$404M
- 8741Fee-Only Financial Planning, L.C.Wealth manager$404M
- 8745HFM Investment Advisors, LLCWealth manager$404M
- 8748Mainsail Financial GroupWealth manager$404M
- 8749Alexander Randolph Advisory IncWealth manager$404M
- 8750A.G. Campbell Advisory, LLCWealth manager$404M
- 8751Tilia Fiduciary Partners, Inc.Wealth manager$404M
- 8753Hidden Cove Wealth ManagementWealth manager$404M
- 8754Brown Edwards Wealth StrategiesWealth manager$403M
- 8756Sweeney Financial AdvisorsWealth manager$403M
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