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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- 9757Wilkerson Advisory Group LLCWealth manager$327M
- 9765Purefi Wealth, LLCWealth manager$326M
- 9766Base Wealth ManagementWealth manager$326M
- 9767EntrewealthWealth manager$326M
- 9768Pack Private Wealth, LLCWealth manager$326M
- 9769Bay Rivers Group Wealth PartnersWealth managerHybrid$326M
- 9773Hurley Capital, LLCWealth manager$326M
- 9774Centerline Wealth Advisors, LLCWealth manager$326M
- 9775Lifeplan GroupWealth manager$326M
- 9777Patron Partners, LLCWealth manager$326M
- 9778Schuchard Capital Management IncWealth manager$326M
- 9780Silver Lake Advisory Partners, LLCWealth manager$325M
- 9782Strategic Wealth Advisors, LLCWealth manager$325M
- 9788Crimson ManagementWealth manager$324M
- 9789EKS AssociatesWealth managerHybrid$324M
- 9791Vista Investment Management, LLCWealth manager$324M
- 9797Johnson Wealth Management, LLCWealth manager$323M
- 9799Choice Wealth Advisors LLCWealth managerHybrid$323M
- 9800Brown Financial Advisors, LLCWealth manager$323M
- 9801Aull & MonroeWealth manager$323M
- 9802Pacific Sun Financial CorpWealth managerWrap sponsor$323M
- 9803Lauer Capital Management LTDWealth manager$323M
- 9804Next Level Wealth Planning, LLCWealth manager$323M
- 9806Fortune Financial Advisors, LLCWealth manager$323M
- 9809RBS Wealth ManagementWealth manager$322M
- 9814Financial TransparencyWealth manager$322M
- 9816M4a3 LLCWealth manager$322M
- 9817Nicholson Wealth Management GroupWealth manager$322M
- 9818Shum Financial Group, Inc.Wealth manager$322M
- 9819Stewardship Advisory Group, LLCWealth managerHybrid$322M
- 9820Wealth Asset ManagersBroker-dealer firmHybrid$322M
- 9821Truenorth Wealth AdvisorsWealth manager$322M
- 9822Emerson Equity LLCBroker-dealer firmHybrid$322M
- 9824HF Advisory Group, LLCWealth manager$322M
- 9832Founder Family Financial, LLCWealth manager$321M
- 9838AWM Financial Services Inc.Wealth manager$321M
- 9839Tradewell Tax & FinancialWealth manager$320M
- 98401 North Wealth Services, LLCWealth manager$320M
- 9842Adasina Social CapitalAsset managerHybrid$320M
- 9844Alhambra Investment Management LLCWealth manager$320M
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