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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- 8904Oxinas Partners Wealth ManagementWealth managerHybrid$391M
- 8905Equita Financial Network, Inc.Wealth manager$391M
- 8906Post Oak Private Wealth AdvisorsWealth manager$391M
- 8907Paskin & Berler Capital Advisors, LLCWealth manager$391M
- 8909Evans Investment Advisors, L.L.C.Wealth managerHybrid$391M
- 8910Hillcrest Wealth Advisors - NY, LLCWealth manager$391M
- 8911Platt Wealth ManagementWealth manager$391M
- 8912Shrier Wealth Management, LLCWealth manager$391M
- 8913Harold Davidson & Associates, IncWealth manager$391M
- 8915Intrepid Financial Planning Group, LLCWealth manager$390M
- 891716th Amendment Advisors LLCWealth manager$390M
- 8919Prudent MAN Investment ManagementWealth manager$390M
- 8920Bluestone Capital Management, LLCAsset managerHybridMCG Securities LLC$390M
- 8922Hahn Capital Management, LLCAsset manager$390M
- 8923Legend Financial Advisors IncWealth manager$390M
- 8925Nixon Capital LLCWealth manager$390M
- 8927Pacific Point Advisors, LLCWealth manager$390M
- 8928Green Ridge Wealth Planning LLCWealth manager$390M
- 8931Solomon API LLCAsset manager$389M
- 8936RCM Wealth AdvisorsWealth manager$389M
- 8937Monorail Securities LLCAsset manager$389M
- 8939Costello Asset Management, Inc.Wealth manager$389M
- 8940Pathways Advisory Group, Inc.Wealth manager$388M
- 8942Wheelhouse Advisory Group, LLCWealth manager$388M
- 8943Brian D. Lowder, Inc.Wealth manager$388M
- 8944Joseph P. Lucia & Associates, LLCWealth managerHybrid$388M
- 8945Ridgeview Asset Management Partners, LLCWealth manager$388M
- 8946Collaborative Capital Advisors LLCWealth manager$388M
- 8951Soundview AdvisorsWealth manager$387M
- 8952Macroview Investment Management LLCWealth manager$387M
- 8953Lewis Asset ManagementWealth manager$387M
- 8954Archvest Wealth Advisors, Inc.Wealth manager$387M
- 8958New Wave Wealth AdvisorsWealth managerHybrid$387M
- 8959Vermillion Financial Advisors, Inc.Wealth manager$387M
- 8960Balance WealthWealth manager$387M
- 8963Canter WealthWealth manager$386M
- 8964Skyline Advisors, Inc.Wealth managerWrap sponsor$386M
- 8967HD Money, Inc.Wealth manager$386M
- 8968Evexia Wealth, LLCWealth manager$386M
- 8969Cannon Capital Management, Inc.Wealth manager$386M
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