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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- 9493Attessa Capital LLCWealth manager$344M
- 9494M GroupAsset managerHybrid$344M
- 9497Victrix Investment AdvisorsWealth manager$343M
- 9498Vertrix Wealth Management, LLCWealth manager$343M
- 9499Coordinated Financial Planning CorpWealth manager$343M
- 9502Capstone Investment GroupWealth managerHybridPurshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity)$343M
- 9503Ballast Financial Advisors, LLCWealth manager$343M
- 9505Matune Basile AdvisorsWealth manager$343M
- 9507Athena Investment ManagementWealth manager$342M
- 9508William Howard & Co. Financial Advisors, Inc.Wealth manager$342M
- 9513Boyle CapitalWealth managerWrap sponsor$342M
- 9514Steelhead Wealth ManagementWealth manager$342M
- 9515J. Hagan Capital, Inc.Wealth manager$342M
- 9516Second 50 FinancialWealth manager$342M
- 9519Ergawealth Advisors, Inc.Wealth managerHybrid$342M
- 9524Tiemann Investment Advisors, LLCWealth manager$341M
- 9526Carroll Advisory GroupWealth manager$341M
- 9527Reichard Capital, LLCWealth manager$341M
- 9528RM Private Wealth ManagementWealth manager$341M
- 9529Weybosset Research & Management, LLCWealth manager$341M
- 9531Cap Six AdvisorsAsset manager$341M
- 9535Scholtz & Company, LLCWealth manager$341M
- 9537Left Brain Wealth Management, LLCWealth managerHybrid$340M
- 9539Post Resch Tallon GroupWealth managerHybrid$340M
- 9541Eltekon Advisors, LLC.Wealth manager$340M
- 9543Wavvest WealthWealth manager$340M
- 9547AZA Capital ManagementWealth manager$340M
- 9548AP Wealth ManagementWealth manager$340M
- 9551Turning Point FinancialWealth manager$339M
- 9552Keyvantage Wealth AdvisorsWealth manager$339M
- 9553Millennial Advisers, LLC.Private fund adviserHybridAllied Millennial Partners, LLC, Onesource FI LLC, clears through StoneX, Interactive Brokers$339M
- 9556$339M
- 9559Tucker Financial GroupWealth managerWrap sponsor$339M
- 9562Smallwood Wealth ManagementWealth managerWrap sponsorHybrid$339M
- 9563Amerity Wealth Management, LLCWealth manager$339M
- 9565Diversified Financial ManagementWealth manager$339M
- 9566Eiger Wealth Management, LLCWealth manager$339M
- 9572Comprehensive Wealth ManagementWealth manager$338M
- 9578Mine & Arao Wealth Creation and Management, LLCWealth manager$338M
- 9579Navigate Financial LLCAsset manager$338M
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