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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- 11182Insight Investment CounselWealth manager$246M
- 11183Toro West Capital AdvisorsWealth manager$246M
- 11184Global Wealth Management, LLCWealth manager$246M
- 11186Wealthway Financial AdvisorsWealth manager$246M
- 11188RM Financial Services, LLCWealth managerHybrid$245M
- 11189Optimist Retirement Group, LLCWealth manager$245M
- 11191Cannon Wealth Management ServicesWealth managerHybrid$245M
- 11193W Advisors LLCWealth managerHybrid$245M
- 11196Merrion Investment Management Co, LLCWealth manager$245M
- 11198994 GroupWealth manager$245M
- 11200Clear Ridge Wealth Management, LLCWealth manager$245M
- 11202Boyce & Associates Wealth Consulting, Inc.Wealth manager$245M
- 11203City Different InvestmentsWealth manager$244M
- 11204Lederer & Associates Investment CounselWealth manager$244M
- 11211Ares Financial Consulting LLCWealth manager$244M
- 11213Legacy Solutions, LLCWealth managerHybrid$244M
- 11215Foundation Capital Management, LLCWealth managerHybrid$244M
- 11216Stegent Equity Advisors Inc.Wealth manager$244M
- 11217Pinnacle Wealth Management Group, Inc.Wealth managerWrap sponsorHybrid$244M
- 11220Prattes Wealth PartnersWealth manager$244M
- 11223Exit Wealth AdvisorsWealth manager$243M
- 11224Rinaldi Wealth Management, Inc.Wealth manager$243M
- 11226Retirewise Tax and Wealth Advisors, Inc.Wealth manager$243M
- 11227210 FinancialWealth manager$243M
- 11228Zephyr Wealth ManagementBroker-dealer firmHybrid$243M
- 11229Matthias Private Wealth, LLCWealth manager$243M
- 11230Blue Spark Capital AdvisorsWealth manager$243M
- 11231Blalock Williams, LLCWealth manager$243M
- 11232Chiron Capital Management, LLCWealth managerWrap sponsor$243M
- 11235Rayburn West Financial ServicesWealth manager$243M
- 11237Waypoint Wealth ManagementWealth manager$242M
- 11240Anson AnalyticsWealth manager$242M
- 11242McBroom & Associates, LLCWealth manager$242M
- 11243Excelsior InvestorsWealth manager$242M
- 11245Sanchez & Zures, LLCWealth manager$242M
- 11246Revolution Capital, LLCWealth manager$242M
- 11248Adolos Asset ManagementWealth manager$242M
- 11249Robbins Wealth ManagementWealth manager$242M
- 11250Mori Huston PartnersWealth manager$242M
- 112521620 Investment Advisors, Inc.Wealth manager$242M
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