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
- 9845Wynn CapitalWealth manager$320M
- 9846Sawyer & Co IncWealth manager$320M
- 9848Secura FinancialWealth managerHybridHarry Barth, Kraig Strom$320M
- 9849Lantern Wealth Advisors, LLCWealth managerHybridHerold & Lantern Investments, Inc., Percheron Asset Management Group, Inc., clears through Pershing$320M
- 9855Optivest, Inc.Wealth managerHybrid$319M
- 9857Theory FinancialWealth manager$319M
- 9862Breen Wealth Management, LLCWealth manager$319M
- 9864Investments & Financial Planning, LLCWealth managerWrap sponsor$319M
- 9867FMIWealth manager$318M
- 9868Plagens & Taylor Wealth ManagementWealth manager$318M
- 9869Impact InvestorsWealth manager$318M
- 9870Model WealthWealth manager$318M
- 9873Openair Financial, LLCWealth manager$318M
- 9874Caim LLCAsset managerHybrid$318M
- 9876Tower View Wealth Management LLCWealth manager$318M
- 9879Meira WealthWealth manager$318M
- 9882Legacy Financial Advisors CorporationWealth manager$318M
- 9884Wealth Pro Advisors, Inc.Wealth managerHybrid$317M
- 9886Family Wealth Planning PartnersWealth manager$317M
- 9887BCA Private Wealth, Inc.Wealth manager$317M
- 9890Redwood Wealth Management Group, LLCWealth managerHybrid$317M
- 9891Mendel Money Management IncWealth manager$317M
- 9892Blue Barn WealthWealth manager$317M
- 9893Swisher Financial Concepts, Inc.Wealth managerHybrid$317M
- 9894First Financial GroupWealth manager$317M
- 9895Councilor Wealth LLCWealth manager$317M
- 9896DKM Wealth Management, Inc.Wealth manager$317M
- 9898The Mustico Financial Group, Inc.Wealth managerHybrid$317M
- 9899Duet Advisory Services LLCWealth managerHybrid$316M
- 9904WealthcollabWealth manager$316M
- 9905First Oak Wealth Management, LLCWealth manager$316M
- 9906Tenon FinancialWealth manager$316M
- 9907Wealth Analytics Partners, LLCWealth manager$316M
- 9912Sparta Wealth PartnersWealth managerHybrid$316M
- 9913Kenora Financial, LLCWealth manager$316M
- 9917Garrison Point Capital, LLCAsset manager$316M
- 9920Accelerate RetirementWealth managerHybrid$315M
- 9921Camarda Wealth Advisory GroupWealth manager$315M
- 9922Walker Asset Management, LLCWealth managerWrap sponsor$315M
- 9923Cornerstone Select Advisors, LLCAsset manager$315M
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