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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- 10826Stark Wealth Management LLCWealth manager$262M
- 10827Private Financial CounselingWealth manager$262M
- 10828Horizon Financial Services, LLCWealth manager$262M
- 10829Charleston Financial Advisors, LLCWealth manager$262M
- 10830Brucke Financial, Inc.Wealth manager$262M
- 10835Team Financial StrategiesWealth manager$262M
- 10840Kiplinger Wealth AdvisorsWealth managerWrap sponsorHybrid$262M
- 10841Bull Oak Capital, LLCWealth manager$262M
- 10842Convoy Investments, LLCWealth manager$262M
- 10843Tandem Wealth AdvisorsWealth manager$262M
- 10847Wellington Investment AdvisorsWealth managerHybrid$261M
- 10848Utopia Wealth Management, LLCWealth manager$261M
- 10850Elco Management Company, LLCWealth managerWrap sponsor$261M
- 10853Portfolio Advisors, Inc.Wealth manager$261M
- 10856Prevail Wealth ManagementWealth manager$261M
- 10857Trustwell Financial Advisors, LLCWealth manager$261M
- 10858Viawealth, LLCWealth manager$261M
- 10859GLR PartnersWealth managerHybrid$261M
- 10860DCM Advisors, LLCAsset managerHybridCaledonia Sociedad De Valores, S.A., Dinosaur Financial Group, L.l.c$261M
- 10861Winebrenner Capital Management LLCWealth manager$260M
- 10863Alamar Capital Management, LLCWealth manager$260M
- 10864Banker Investment GroupWealth manager$260M
- 10866Brendel Financial Advisors LLCWealth managerHybrid$260M
- 10867Vistica Wealth Advisors, LLCWealth manager$260M
- 10868RFM Financial Solutions, LLCWealth manager$260M
- 10870The Wealth Conservancy, Inc.Wealth manager$260M
- 10876Clark Wealth Partners, LLCWealth manager$260M
- 10878Bridge Generations Wealth ManagementWealth manager$260M
- 10880Magarian Capital Management, LLCAsset manager$260M
- 10882Ridgeline Wealth Planning LLCWealth manager$260M
- 10886Private Wealth Consulting, LLCWealth manager$259M
- 10888Global Financial Advisory Services, Inc.Wealth manager$259M
- 10891Davis Capital ManagementWealth manager$259M
- 10892Kure Advisory, LLCWealth manager$259M
- 10895Revel Wealth ManagementWealth manager$259M
- 10897Northern Lights Advisors, Inc.Wealth manager$259M
- 10900GK Wealth Management LLCWealth manager$259M
- 10901Pacific Capital AssociatesWealth managerHybrid$259M
- 10902Shaker InvestmentsWealth manager$259M
- 10903Triton Financial Group, IncWealth manager$259M
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