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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- 9048CMG Wealth ManagementWealth managerHybrid$379M
- 9050Keystone Financial ServicesWealth manager$379M
- 9051All Terrain Financial AdvisorsWealth manager$379M
- 9056MKT and Associates LLCWealth manager$379M
- 9057Legacy Consulting GroupWealth managerHybridPerryman Securities, Inc.$379M
- 9059Boca Wealth AdvisorsWealth manager$379M
- 9064Auour Investments LLCWealth manager$378M
- 9065Freedom Financial Partners LLCWealth manager$378M
- 9068Ashworth Wealth, LLCWealth managerHybrid$378M
- 9069Fairhaven Financial Advisory CorporationWealth managerHybrid$378M
- 9072Axis Wealth Partners, LLCWealth managerHybrid$377M
- 9073Family Legacy, Inc.Wealth manager$377M
- 9075Martin Wealth SolutionsWealth manager$377M
- 9076JPS Financial, LLCWealth manager$377M
- 9077Northstar Advisory Group, LLCWealth manager$377M
- 9078Commonwealth Retirement Investments LLCWealth managerHybrid$377M
- 9079Advisor Share Wealth Management, LLCWealth manager$377M
- 9081Olde Wealth Management, LLCWealth manager$377M
- 9082Genoa Wealth, LLCWealth manager$377M
- 9083Strategic Planning, Inc.Wealth managerWrap sponsor$377M
- 9092Prosperity Advisers, LLCWealth manager$376M
- 9093Dover Advisors, LLCWealth manager$376M
- 9094Marin Bay Wealth Advisors, LLCWealth managerWrap sponsor$376M
- 9098Hilton Head Financial Advisors, Inc.Wealth manager$375M
- 9099Cultivar Capital, Inc.Wealth manager$375M
- 9102St. Johns Investment Management Company, LLCWealth manager$375M
- 9105Strategent Financial, LLCWealth manager$375M
- 9106Harrington Investments, Inc.Wealth manager$375M
- 9110KM Capital Management, LTD.Wealth manager$374M
- 9112Comprehensive Wealth Solutions, LLCWealth manager$374M
- 9114Aurora Private Wealth, Inc.Wealth managerWrap sponsorHybridAPW Capital, Inc.$374M
- 9117Dorval & Chorne Financial AdvisorsWealth manager$374M
- 9118Tony Walker FinancialWealth manager$374M
- 9119Oak Wealth Advisors LLCWealth manager$374M
- 9128Cannell Capital LLCPrivate fund adviser$373M
- 9137Livelife Capital Partners LLCWealth managerWrap sponsorHybrid$372M
- 9139Pacific Wealth ManagementWealth manager$372M
- 9140Pinnacle Family Advisors, LLCWealth managerHybrid$372M
- 9143Guggenheim Wealth Solutions, LLCAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing$371M
- 9147Orion Capital Management LLCWealth manager$371M
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