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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- 10238Golden Bay Advisors LLCWealth manager$296M
- 10239Orchid AdvisoryWealth manager$296M
- 10242HWA Financial GroupWealth manager$295M
- 10246345 Investment Advisory, LLCWealth managerHybrid$295M
- 10248Krane Financial SolutionsWealth manager$295M
- 10249Carpenter, Claydon Advisors, Inc.Wealth manager$295M
- 10252Madison Park Capital Advisors, LLCWealth managerHybrid$295M
- 10254Wall Capital Group, Inc.Asset manager$295M
- 10255Bright Futures Wealth Management, LLCWealth managerWrap sponsorHybrid$295M
- 10258Estate Management Counselors,llcWealth manager$294M
- 10259Christensen, King & Associates Investment Services, Inc.Wealth manager$294M
- 10260Baugh & Associates, LLCWealth manager$294M
- 10262Eagle Bluffs Wealth Management LLCWealth manager$294M
- 10267Sherwood Financial Partners, LLCWealth manager$294M
- 10269Resolute Wealth Advisor, Inc.Wealth manager$294M
- 10273Wisconsin Capital Management, LLCWealth manager$294M
- 10275Enright, Mollin, Cascio & Ramusevic, Inc.Wealth manager$294M
- 10277Trademark Financial Management, LLCWealth manager$293M
- 10278Tate Private Wealth AdvisersWealth manager$293M
- 10279Fiduciary Financial Partners, LLCWealth managerHybrid$293M
- 10281Greenwich Advisors, LLCWealth manager$293M
- 10284Blueprint Partners LLCWealth manager$293M
- 10285Kilterhowling LLCWealth manager$293M
- 10290Cornerstone Financial Group,llcWealth manager$292M
- 10291Exceptional Wealth & Family OfficeWealth manager$292M
- 10292Luken Investment Analytics, LLCWealth managerWrap sponsorHybrid$292M
- 10293Apex Strategic Wealth, LLCWealth managerWrap sponsorHybrid$292M
- 10294Cassady Wealth & Retirement Planning L.L.C.Wealth managerHybridGradient Securities, LLC$292M
- 10295Five Corners Financial ServicesWealth manager$292M
- 10296Efinancial Alliance, LLCWealth manager$292M
- 10297NEU Wealth GroupWealth manager$292M
- 10298Long Island Wealth Management, Inc.Wealth managerAffiliated broker-dealerCapfinancial Securities, LLC.$292M
- 10299Madden Advisory Services, Inc.Wealth manager$292M
- 10301McNaughton Wealth Management, LLCWealth manager$292M
- 10304The Planning GroupWealth manager$291M
- 10305Millington Financial Advisors, LLCWealth manager$291M
- 10310Epiq Partners, LLCWealth manager$291M
- 10312Vivid Wealth Management, LLCWealth manager$291M
- 10315Accretive Wealth Management, LLCWealth manager$291M
- 10318Birks Financial Corp.Wealth manager$291M
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