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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 9580Boulder Wealth Advisors, LLCWealth manager$338M
- 9581Commerce Advisors, LLCWealth managerHybrid$338M
- 9585Lucas Group Financial Advisors, LLCWealth manager$338M
- 9587Lenk Ladner Investment Solutions LLCWealth manager$337M
- 9589Bluedoor Private Wealth, LLCWealth manager$337M
- 9592The Nalls Sherbakoff Group, LLCWealth manager$337M
- 9594Washington Avenue AdvisorsWealth manager$337M
- 9599Everstar Asset Management, LLCWealth manager$337M
- 9600Assembly WealthWealth managerWrap sponsor$337M
- 9601Kilner Capital Advisors, LLCWealth manager$337M
- 9603Journey Financial Group, Inc.Wealth manager$336M
- 9605RPS Retirement Plan AdvisorsAsset manager$336M
- 9607Lonestar Registered Investment Advisors, LLCWealth manager$336M
- 9608Capital IdeasWealth managerHybrid$336M
- 9609Agate Pass Investment, LLCWealth manager$336M
- 9611Treasure Valley Financial PlanningWealth manager$336M
- 9612Cogent Strategic Wealth LLCWealth manager$336M
- 9616Shared Vision Wealth GroupWealth manager$336M
- 9617Peachtree Investment Partners, LLCWealth manager$336M
- 9620Apricus Wealth LLCWealth manager$336M
- 9621Mid-American Wealth Advisory GroupWealth manager$336M
- 9623Personal Financial Profiles IncWealth managerHybrid$335M
- 9624The Menard Financial Group, LLCWealth managerWrap sponsor$335M
- 9627Trisperity Advisors, LLCWealth manager$335M
- 9628Livet Wealth, LLCWealth manager$335M
- 9633Baer Wealth ManagementWealth manager$335M
- 9634Weik Capital ManagementWealth manager$335M
- 9640American Capital Advisory, LLCWealth manager$334M
- 9641Hewell Financial Group, Inc.Wealth managerHybrid$334M
- 9643Oceaniq Capital, LLCWealth managerHybrid$334M
- 9644Envision Capital Management IncWealth manager$334M
- 9645Evermont WealthWealth manager$334M
- 9647Cottage Street AdvisorsWealth manager$334M
- 9650Strait & SoundWealth manager$334M
- 9654Investment Partners Asset ManagementWealth manager$333M
- 9657Fairfield Financial AdvisorsWealth manager$333M
- 9662Fields Gottscho Capital Management LLCWealth manager$333M
- 9663Outwing Private Wealth ManagementWealth managerHybrid$333M
- 9664Blackston Financial Advisory Group, LLCWealth manager$333M
- 9666American FundstarsBroker-dealer firmHybrid$333M
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