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
- 11088LIG Capital Management, LLCWealth manager$250M
- 11094Cogent Private WealthWealth managerBank-affiliated$250M
- 11095Journey Beyond WealthWealth manager$250M
- 11096Tritonpoint Capital, LLCWealth manager$250M
- 11097Ehrlich Financial GroupWealth manager$250M
- 11098Altura Wealth Advisors Inc.Wealth manager$250M
- 11099Beadell A D Investment Counsel IncWealth manager$250M
- 11100FirstrustWealth manager$250M
- 11106Rutherford Investment ManagementWealth manager$250M
- 11107Dean Wealth Partners, LLCWealth managerHybrid$250M
- 11108Oxenfree FinancialWealth manager$250M
- 11110Braun-Bostich & Associates Inc.Wealth manager$250M
- 11111Vandalia WealthWealth manager$250M
- 11115Northill Aims, LLCWealth manager$249M
- 11118E. Batoff & Co., Inc.Wealth manager$249M
- 11119Guided Capital Wealth Management, LLCWealth managerWrap sponsor$249M
- 11121Emergent Wealth Advisors, LLCWealth manager$249M
- 11127Lakewood Asset Management, LLCWealth manager$249M
- 11129Cassedy Financial Group, Inc.Wealth manager$248M
- 11130Tribeca Financial, LLCWealth manager$248M
- 11131DWD Portfolio Solutions, Inc.Wealth managerHybrid$248M
- 11134Luedtke & Associates LLCWealth manager$248M
- 11138Cedar Point Capital Partners, LLCWealth manager$248M
- 11139Gramercy Strategic Capital LLCWealth manager$248M
- 11143Nova Wealth Management, Inc.Wealth manager$248M
- 11145Wealth Intelligence, LLCWealth manager$247M
- 11146Large and Gilbert Wealth AdvisoryWealth manager$247M
- 11147Kral Financial Advisors, LLCWealth manager$247M
- 11150BPP Wealth Solutions, LLCWealth managerHybrid$247M
- 11151Blueline AdvisorsWealth manager$247M
- 11152Washington Growth Strategies LLCWealth manager$247M
- 11153Anchor Bay Capital, Inc.Wealth managerHybridAnchor Bay Securities, LLC$247M
- 11158Northern Edge Wealth ManagementWealth managerHybrid$247M
- 11162Lighthouse Wealth Management, LLCWealth manager$247M
- 11163Value Investment Professionals, LLCWealth manager$247M
- 11165Strive Financial Group, LLCWealth manager$247M
- 11171McKinney Capital ManagementWealth managerHybrid$246M
- 11173The Professional Financial Company LLCWealth manager$246M
- 11178Sierra Pacific Private Wealth, LLCWealth manager$246M
- 11180Pinnacle West Asset Management IncWealth manager$246M
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