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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- 9668Curry Webb Wealth Management LLCWealth manager$332M
- 9669Oliveira WealthWealth managerHybrid$332M
- 9677GEN Financial Management Inc.Wealth manager$332M
- 9680Elios Financial Group, Inc.Wealth managerWrap sponsorHybrid$332M
- 96845t Wealth, LLCWealth manager$331M
- 9686Charles Fish Investments, Inc.Wealth manager$331M
- 9687Cambridge Financial Group, Inc.Wealth managerWrap sponsor$331M
- 9688Insight FoliosWealth managerHybrid$331M
- 9689Advisorengine Portfolio Solutions Inc.Asset manager$331M
- 9690Yoder Wealth ManagementWealth managerWrap sponsor$331M
- 9691Copley Financial Group, Inc.Broker-dealer firmHybridCopley Alternative Investments, Inc., Emerson Equity LLC$331M
- 9692The Nestegg Group, Inc.Wealth manager$331M
- 9693Bernardi Asset Management, LLCAsset managerHybridBernardi Securities, Inc.$331M
- 9695Vigilare Wealth Management LLCWealth manager$331M
- 9701Insight Capital ManagementWealth managerHybrid$331M
- 9704Cypress Capital Wealth Management LLCAsset manager$330M
- 9705Claris Financial, LLCWealth manager$330M
- 9707DAI Wealth, LLCWealth managerHybridDAI Securities, LLC$330M
- 9709Boston Family Advisors LLCWealth managerBank-affiliated$330M
- 9711Fluent Financial, LLCWealth managerWrap sponsor$330M
- 9712DAI AdvisorsWealth manager$330M
- 9714Paragon Financial PartnersWealth manager$330M
- 9716Powers Advisory Group, LLCWealth manager$330M
- 9722Pearl PlanningWealth manager$329M
- 9724Wealth Management Cpas, LLCWealth manager$329M
- 9725Power Financial Partners, LLCAsset managerHybrid$329M
- 9726NWM Advisors, LLCWealth manager$329M
- 9730BR Wealth ManagementWealth managerHybrid$329M
- 9733Artifex Financial Group, LLCWealth manager$329M
- 9735Kenney Investments IncWealth manager$328M
- 9736OMC Financial Services LTDWealth manager$328M
- 9738Torrey Growth & Income Advisors, LLCWealth managerWrap sponsor$328M
- 9739Zenith Wealth AdvisorsWealth managerBank-affiliated$328M
- 9741Sterneck Capital Management LLCWealth manager$328M
- 9742Oxford Wealth Group, LLCWealth manager$328M
- 9743Weitzel Financial Services, Inc.Broker-dealer firmHybrid$328M
- 9744Shore Point Advisors, LLCWealth manager$328M
- 9746Hudson Capital Advisory, Inc.Wealth manager$328M
- 9747Financial Decisions, LLCWealth manager$328M
- 9754Octavia Investments LLCWealth manager$327M
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