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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- 9300Ridgepath Capital Management LLCWealth manager$359M
- 9301TSA Wealth ManagementWealth manager$359M
- 9302Aurora Investment Managers, LLCWealth manager$359M
- 9304Lifeway Financial CorporationWealth manager$359M
- 9311California Capital ManagementWealth managerWrap sponsorHybrid$358M
- 9313Bluestem Financial Advisors, LLCWealth manager$358M
- 9314Prufid Financial Advisors LLCWealth manager$358M
- 9315Pillar Financial Advisors, LLCWealth manager$358M
- 9318Access Wealth Management, LLCWealth managerHybrid$358M
- 9319McDonald Capital ManagementWealth managerBank-affiliated$358M
- 9320Applied Capital LLCWealth manager$358M
- 9324Montvue Capital Management, Inc.Wealth manager$357M
- 9325Houlihan Financial Resource Group, LTD.Wealth manager$357M
- 9328Carnegie Wealth Management, LLCWealth manager$357M
- 9329Saltmarsh Financial Advisors, LLCWealth manager$357M
- 9331Fourth Dimension Wealth, LLCWealth managerHybrid$356M
- 9338Lifegoal Investments, LLCWealth manager$356M
- 9339Armor Investment Advisors, LLCWealth manager$356M
- 9342Argyle Capital Management, LLCWealth manager$356M
- 9343Stone Oak Wealth Management, LLCWealth manager$356M
- 9346FpnavigatorsWealth manager$355M
- 9349Clay Northam Wealth ManagementWealth manager$355M
- 9351Bull Harbor Capital LLC.Wealth managerHybrid$355M
- 9352Williams Financial GroupWealth managerWrap sponsor$355M
- 9353Bridge City Capital, LLCAsset manager$355M
- 9354Resurgent AdvisorsWealth manager$355M
- 9357Capstone WealthWealth manager$354M
- 9358Wealth Advisors NWWealth manager$354M
- 9359Stance Capital LLCAsset manager$354M
- 9360Sightline Wealth Advisors, LLCWealth manager$354M
- 9365Wayfinding Financial, LLCWealth manager$353M
- 9371Southbridge Advisors, LLCWealth manager$353M
- 9375Envision Financial LLCWealth manager$353M
- 9379JDM Financial Group LLCWealth managerWrap sponsor$353M
- 9382Elysium Wealth Management, LLCWealth manager$352M
- 9384Innovative Advisory Partners, LLCWealth managerWrap sponsorHybrid$352M
- 9385Clarendon Private LLCWealth managerBank-affiliated$352M
- 9386Cherry Creek Investment Advisors IncWealth manager$352M
- 9389LFAWealth managerHybrid$351M
- 9390Swan CapitalWealth manager$351M
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