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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- 10029Generations Wealth, LLCWealth manager$308M
- 10030Gentry Private WealthWealth managerWrap sponsor$308M
- 10032Compass Wealth Management, LLCWealth manager$308M
- 10035Prepared Retirement Institute LLCWealth manager$308M
- 10036Dunbar Associates, LLCAsset managerHybrid$307M
- 10039Copley Investment Management, LLCWealth manager$307M
- 10042Kevin M. Gibney and Company, LLCWealth manager$307M
- 10046One Wealth Capital Management, LLCWealth manager$307M
- 10050GFG SolutionsWealth managerWrap sponsor$307M
- 10051Heritage Asset Advisors LTD., LLPWealth managerWrap sponsor$307M
- 10053Blue Sky Capital Consultants Group, Inc.Wealth managerHybrid$306M
- 10055McAllister Capital ManagementWealth manager$306M
- 10057Fidelis IMWealth manager$306M
- 10062Hendershott Wealth Management, LLCWealth manager$306M
- 10063Finer Wealth Management, Inc.Wealth manager$306M
- 10066Winans InvestmentsWealth manager$306M
- 10069Leap Wealth ManagementWealth managerWrap sponsor$306M
- 10070Adalta Capital Management LLCWealth manager$306M
- 10072Victoria Capital Management, Inc.Asset manager$306M
- 10073Keeler Thomas Management LLCWealth manager$306M
- 10074Rockwall Wealth ManagementWealth manager$305M
- 10078Retirement Capital Strategies, Inc.Wealth manager$305M
- 10081Old Slip Registered Investment Advisors, LLCAsset managerHybridOld Slip Capital Management, Inc.$305M
- 10090Sims Investment Management LLCWealth manager$305M
- 10093Nautilus Advisors LLCWealth manager$304M
- 10094MD Financial Advisors / Vestment FinancialWealth manager$304M
- 10095Oakwood Capital, Inc.Wealth managerHybridOakwood Capital Securities, Inc.$304M
- 10097Professional Financial Management, Inc.Wealth manager$304M
- 10098Thryve Wealth ManagementWealth manager$304M
- 10101Signature Resources Capital Management, LLCWealth manager$304M
- 10102Thrive Retirement SpecialistsWealth manager$304M
- 10104Key Group Management, Inc.Wealth managerHybrid$304M
- 10105Brightwater Advisory, LLCWealth manager$304M
- 10107Ceera Investments, LLCWealth manager$304M
- 10110Penney FinancialWealth manager$304M
- 10111American Trust Investment Advisors, LLCAsset manager$303M
- 10118Albanyadvisor Group LLCWealth managerHybrid$303M
- 10119Breakwater Investment ManagementWealth manager$303M
- 10120Alethea Capital Management, LLCWealth manager$303M
- 10122Unconventional Investor, LLCWealth manager$303M
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