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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- 8839Diastole Wealth ManagementWealth manager$396M
- 8840Lesjak Planning, LLCWealth manager$396M
- 8843Gunderson Capital ManagementWealth manager$396M
- 8844Galapagos Advisory LLCAsset managerHybridGalapagos Capital Distribuidora De Titulos E Valores Mobiliarios S.A.$396M
- 8845Ecio, Inc.Asset manager$396M
- 8848Mann Financial GroupWealth managerWrap sponsor$396M
- 8849Portfolio Wealth AdvisorsWealth managerWrap sponsor$395M
- 8856Quarry Hill AdvisorsWealth manager$395M
- 8857Reframe Wealth, LLCWealth managerWrap sponsor$395M
- 8858Clarion Wealth Management PartnersWealth managerWrap sponsor$395M
- 8859Generational Wealth, Inc.Wealth managerHybrid$395M
- 8860Abich Financial Wealth Management, LLCWealth manager$395M
- 8861FamilywealthAsset manager$395M
- 8863Cargile Investment ManagementWealth manager$395M
- 8865Attinger, LLCPrivate fund adviser$395M
- 8867The Retirement Planning Company of New England, Inc.Wealth managerHybrid$394M
- 8868Vawter Financial LTDWealth manager$394M
- 8869Integrity Investment AdvisorsWealth manager$394M
- 8870MN Wealth Advisors, LLCWealth manager$394M
- 8871Signet Investment Advisory Group, Inc.Wealth manager$394M
- 8873Knuff & Company LLCWealth manager$394M
- 8874AJ AdvisorsWealth manager$394M
- 8877Bellevue Asset Management, LLCWealth manager$394M
- 8878"tate Asset Management" and "dco Wealth Management"Wealth manager$393M
- 8879SL Advisors, LLCAsset manager$393M
- 8880Core Wealth Partners LLCWealth manager$393M
- 8881Private Family Wealth AdvisorsWealth manager$393M
- 8882Causey Wealth LLCWealth manager$393M
- 8883Key Capital Management, Inc.Wealth manager$393M
- 8885Dunnavan & Co.Wealth manager$393M
- 8886Atlatl AdvisersWealth manager$393M
- 8887Panoramic Capital Partners LLCWealth manager$393M
- 8890Family Wealth Partners, LLCWealth manager$392M
- 8891Schorn WealthWealth manager$392M
- 8892Darrow Wealth ManagementWealth manager$392M
- 8893Eastover Capital ManagementWealth manager$392M
- 8894S&a Financial Services, Inc.Wealth manager$392M
- 8895Carmel Capital Management L.L.C.Wealth manager$392M
- 8901Moon Capital Management, LLCWealth manager$392M
- 8903Mullaney Keating & Wright IncWealth manager$391M
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