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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- 10906Steel Tower InvestmentsWealth managerAffiliated broker-dealerHBK Sorce Brokerage LLC$259M
- 10908AFT, Forsyth and Company, Inc.Wealth manager$259M
- 10910Nabity-Jensen Investment Management, Inc.Wealth managerHybrid$258M
- 10912Bush Wealth ManagementWealth manager$258M
- 10913McDonough Capital Management, Inc.Wealth managerHybrid$258M
- 10914Horizons Wealth ManagementWealth manager$258M
- 10915Koenig Investment Advisory, LLCWealth manager$258M
- 10916Bruce G. Allen Investments, LLCWealth managerHybrid$258M
- 10921Village Wealth AdvisorsWealth manager$258M
- 10923Schaeffer Financial LLCWealth managerHybrid$258M
- 10928Wilkins Miller Wealth Management, LLCWealth managerHybrid$257M
- 10933103 Advisory GroupWealth manager$257M
- 10937Tingey Financial Group Inc.Wealth manager$257M
- 10942Financial Advisory Services, LLCWealth manager$257M
- 10944Stone Pine Financial PartnersWealth manager$257M
- 10946Prospect Hill Management, LLCWealth manager$257M
- 109486th Street Advisors, LLCWealth manager$257M
- 10949Vienna Asset Management LLCWealth manager$257M
- 10950Delarme Wealth Management, Inc.Wealth manager$257M
- 10952Estate & Trust AdvisorsWealth manager$256M
- 10956Richardson Financial ServicesWealth managerHybrid$256M
- 10962Swbc Investment CompanyBroker-dealer firmHybridSwbc Investment Services, LLC, clears through Pershing$256M
- 10965Certis Capital Management, Inc.Wealth managerHybrid$256M
- 10967Peakstone Financial AdvisorsWealth managerWrap sponsorHybrid$256M
- 10971Delaware Wealth PlannersWealth manager$256M
- 10972Releve Financial GroupWealth managerWrap sponsor$256M
- 10977International Private Wealth Advisors LLCWealth manager$255M
- 10979Secured Retirement Advisors, LLCWealth manager$255M
- 10981PathwiseWealth manager$255M
- 10982Grant Private Wealth ManagementWealth manager$255M
- 10983Acap Asset Management, Inc.Wealth manager$255M
- 10984KOA Wealth Management, LLCWealth manager$255M
- 10986Ridge Creek Global, Inc.Wealth manager$255M
- 10987Game Plan Financial Advisors, LLCWealth manager$255M
- 10989Hartmann Taylor Wealth Management, LLCWealth manager$255M
- 10992Blacktower Financial Management (US) LLCWealth manager$254M
- 10993O'brien Investment Management, LLCWealth manager$254M
- 10995Madrone Investment Advisory, LLCWealth manager$254M
- 10997Mendota Financial Group, LLCWealth manager$254M
- 11002Westco Advisory Services, Inc.Wealth managerHybridWestco Investment Corp.$254M
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