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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- 9929Twin Lakes CapitalWealth manager$315M
- 9930WMS Wealth PlannersWealth manager$315M
- 9931Vista Advisor Group, LLCWealth managerWrap sponsor$315M
- 9933Granite CapitalWealth manager$315M
- 9934Horter Investment Management, LLCWealth manager$314M
- 9935The Fauser Group, LLCWealth manager$314M
- 9937Bernard Wealth Management Corp.Wealth manager$314M
- 9940Ricketts Financial, LLCWealth managerHybrid$314M
- 9941Tieton Capital ManagementAsset manager$314M
- 9943Legacy Wealth Management Inc.Wealth manager$314M
- 9944CTS Financial Planning, Inc.Wealth manager$314M
- 9945Values Added FinancialWealth manager$314M
- 9946Paradigm, Strategies in Wealth Management, LLCWealth manager$314M
- 9947Trust Advisory Group LTDWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities$314M
- 9948Carolina Wealth AdvisorsWealth managerHybrid$313M
- 9953Scott Marsh Financial, LLCWealth manager$313M
- 9955JPC Wealth Management, Inc.Wealth manager$313M
- 9958Columbia Advisory Partners, LLCWealth managerHybridColumbia Private Markets, LLC$313M
- 9962Topel & Distasi Wealth Management, LLCWealth manager$312M
- 9966NfwmWealth managerWrap sponsor$312M
- 9970Miller CapitalWealth manager$312M
- 9971APS Wealth Management, LLCAsset manager$312M
- 9972Lyon Wealth AdvisorsAsset manager$311M
- 9973Griffiths, Dreher & Evans, P.s., CpasWealth manager$311M
- 9976Cravens & Company Wealth ManagementWealth manager$311M
- 9978Malaga Cove Capital, LLCWealth manager$311M
- 9989Guardian Investment ManagementWealth manager$310M
- 9992PTM Wealth Management, LLCWealth manager$310M
- 9994Hudson Advisor Services, Inc.Wealth manager$310M
- 9995Chesapeake Financial AdvisorsWealth manager$310M
- 9997American Wealth Management, Inc.Wealth manager$310M
- 9999NRI Wealth Management, LLCWealth manager$310M
- 10002Windward Private Wealth Management Inc.Wealth manager$310M
- 10005Trunorth Financial Services, Inc.Wealth manager$309M
- 10006Beacon Financial Strategies Corp.Wealth manager$309M
- 10015New Perspectives, Inc.Wealth manager$309M
- 10017Finivi Inc.Wealth manager$308M
- 10019Merit Financial Partners LLCWealth manager$308M
- 10022Broadway Wealth SolutionsWealth managerBank-affiliated$308M
- 10023Kotys Wealth ProfessionalsWealth manager$308M
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