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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- 9395Foresight Capital Management Advisors, Inc.Wealth manager$351M
- 9396Sitrin Capital Management, LLCWealth manager$351M
- 9397Heritage Retirement Advisors, LLCWealth manager$351M
- 9398Elite Capital Management Group, LLCAsset manager$351M
- 9399Entrust Financial LLCWealth manager$351M
- 9400Three Bearings Fiduciary Advisors, Inc.Wealth manager$351M
- 9401Forty North WealthWealth manager$351M
- 9403Bridgewater Asset Management LLCWealth managerWrap sponsorHybrid$351M
- 9405V2 Financial Group, LLCWealth manager$350M
- 9409Sykon Capital LLCWealth manager$350M
- 9410Sonoma AllocationsWealth manager$350M
- 9411Turn8 Private Wealth Inc.Private fund adviser$350M
- 9412Superior Planning Wealth Management & Family OfficeWealth managerHybrid$350M
- 9414Empower Wealth ManagementWealth manager$349M
- 9415Aragon Capital LLCWealth manager$349M
- 9420Jackson Creek Investment Advisors LLCAsset manager$349M
- 9421Brooks, Moore & Associates, Inc.Wealth manager$349M
- 9424EGI Financial, Inc.Wealth managerHybridAmerican Heritage Securities, Inc.$349M
- 9426Wittlin AdvisoryWealth manager$348M
- 9428Opal Capital LLCAsset managerHybrid$348M
- 9431Smartharvest PortfoliosWealth manager$348M
- 9436Oakbourne AdvisorsWealth managerHybrid$348M
- 9437Michels Family Financial, LLCWealth manager$348M
- 9439United Financial Planning Group LLCWealth manager$347M
- 9440Heritage Oak Wealth AdvisorsWealth manager$347M
- 9446Leconte Wealth Management, LLCWealth manager$347M
- 9448Citrine CapitalWealth manager$347M
- 9450Lodestone Wealth Management LLCWealth managerHybrid$346M
- 9452WmgnaWealth managerHybrid$346M
- 9454Gebhardt Group, IncWealth manager$346M
- 9460Rede Wealth, LLCWealth manager$346M
- 9463Arcadia Investment Advisors, LLCWealth manager$346M
- 9466Continuum Wealth Advisors, LLCWealth manager$346M
- 9475RHP Wealth ManagementWealth manager$345M
- 9477Intrinsic Wealth Counsel, Inc.Wealth manager$345M
- 9478Teramo Advisors, LLCAsset managerHybrid$345M
- 9481Crescent Advisor Group, Inc.Wealth managerHybridCrescent Securities Group, Inc.$344M
- 9485Kellett Wealth Advisors, LLCWealth manager$344M
- 9486Prospera Capital Management, LLCWealth manager$344M
- 9487The Clark Group Asset ManagementWealth manager$344M
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