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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- 10408Preston Wealth Advisors, LLC.Wealth manager$286M
- 10411Financial Forum, Inc.Wealth managerWrap sponsor$286M
- 10417Integrity Wealth Advisors, Inc.Wealth manager$285M
- 10419Fingerlakes Wealth Management, Inc.Wealth managerHybrid$285M
- 10420Ayrshire Capital Management LLCWealth manager$285M
- 10426Pearson Creek Capital Management LLCAsset manager$285M
- 10427Capital Financial PlannersWealth managerWrap sponsor$285M
- 10428Kane Company Wealth Management, Inc.Wealth manager$285M
- 10429Oak Advisors, LLCWealth manager$285M
- 10430Cornerstone Wealth Management GroupWealth managerWrap sponsor$285M
- 10431Oath Planning, LLCWealth manager$285M
- 10432Lighthouse RetirementWealth manager$285M
- 10433Sound Stewardship, LLCWealth manager$285M
- 10439Glashofer Financial AdvisorsWealth manager$284M
- 10441The Foundry Financial Group, Inc.Wealth manager$284M
- 10442Freeman, Will & Niemeier, Inc.Wealth manager$284M
- 10444Peninsula Asset Management IncWealth manager$284M
- 10445Cane Capital Partners, LLCWealth manager$284M
- 10447Holder Wealth ManagementWealth manager$284M
- 10449Griffin Family Partners, LLCWealth manager$284M
- 10450Vital Investment Management LLCWealth manager$284M
- 10452Meridian Financial Advisors, LLCWealth manager$284M
- 10456Kaizen Financial Advisors, LLCWealth manager$284M
- 10457AncoratoAsset manager$284M
- 10460Verisail Partners, LLCWealth manager$284M
- 10462ZOE Financial, Inc.Wealth managerWrap sponsorHybridZOE Securities LLC, clears through Apex Clearing$283M
- 10463Silvia McColl Wealth Management, LLCWealth manager$283M
- 10464Peace of Mind Wealth ManagementWealth manager$283M
- 10465Vergepointe Wealth Management, LLCWealth manager$283M
- 10467Stonebridge Wealth Management LLCWealth managerWrap sponsor$283M
- 10470Bulman Wealth GroupWealth manager$283M
- 10474Cooper Capital GroupWealth managerHybrid$283M
- 10475Pendulum Wealth PartnersWealth managerHybrid$283M
- 10479Cypress Wealth ManagementPrivate fund adviser$283M
- 10484Hoertkorn Richard CharlesWealth manager$282M
- 10486Beatrice Advisors LPWealth manager$282M
- 10487Carter Financial, LLCWealth manager$282M
- 10488Stolz & Associates, PSWealth manager$282M
- 10490HMS Investment AdvisorsWealth manager$282M
- 10491Founders Capital Management IncWealth manager$282M
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