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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 11005Addis & Hill, IncorporatedWealth manager$254M
- 11006Connecticut Capital Management Group, LLCWealth manager$254M
- 11007Green Alpha InvestmentsWealth manager$254M
- 11009Indiano Capital ManagementWealth manager$254M
- 11017Washburn Capital Management Inc.Wealth manager$254M
- 11020Impact Capital, LLCWealth manager$253M
- 11023EntelechyWealth manager$253M
- 11024Maguire Investments LLCWealth manager$253M
- 11026Pacific Wealth Strategies Group, Inc.Wealth manager$253M
- 11029Elevation Capital AdvisoryWealth manager$253M
- 11030Robbins Farley LLCWealth manager$253M
- 11031Endeavor Wealth Advisors, LLCWealth manager$253M
- 11032Corrado Advisors, LLCWealth manager$253M
- 11034Aurora Investment CounselWealth manager$253M
- 11036Mercury Investment GroupWealth manager$253M
- 11037Patrick M. Sweeney & Associates, IncWealth manager$253M
- 11038Taylor Securities Services, Inc.Wealth managerWrap sponsor$253M
- 11040Waycross Investment Management CoWealth manager$252M
- 11041LEE, Kelleher & Klein Wealth ManagementWealth manager$252M
- 11043JCP Investment Management, LLCWealth manager$252M
- 11044Morgan Dempsey Capital Management LLCWealth manager$252M
- 11051Fischer Investment Strategies, LLCWealth manager$252M
- 11054Advanced Financial Strategies IncWealth managerHybrid$252M
- 11055Research Financial StrategiesWealth managerHybrid$252M
- 11056Bridges Capital LLCAsset manager$252M
- 11059Riverchase Wealth Management, LLCWealth manager$251M
- 11060Talisman Wealth Advisors, LLCWealth managerWrap sponsor$251M
- 11061Windward Wealth Strategies, Inc.Wealth manager$251M
- 11065Mariaca Wealth Management, LLCWealth manager$251M
- 11066Peterson Wealth Management, LLCWealth managerHybrid$251M
- 11067Checks & Balances, Inc.Wealth manager$251M
- 11068Team Wealth & Tax AdvisorsWealth manager$251M
- 11069Windle WealthWealth manager$251M
- 11070M Premier PartnersWealth managerHybrid$251M
- 11072Seek First Inc.Wealth manager$251M
- 11075Blodgett Wealth Advisors, LLCWealth manager$251M
- 11077Styre WealthWealth manager$251M
- 11080Deane Retirement Strategies, Inc.Wealth manager$251M
- 11082Stone Creek Group, LLCWealth manager$251M
- 11084Amara Financial, LLCWealth manager$250M
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