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.
4,024 firms manage $77.5 trillionmore than one custodian
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- 9835Meros Investment Management, LPAsset manager$321M
- 9844Alhambra Investment Management LLCWealth manager$320M
- 9848Secura FinancialWealth managerHybridHarry Barth, Kraig Strom$320M
- 9849Lantern Wealth Advisors, LLCWealth managerHybridHerold & Lantern Investments, Inc., Percheron Asset Management Group, Inc., clears through Pershing$320M
- 9852Atomic Invest LLCAsset managerHybridAtomic Brokerage LLC, clears through Pershing$320M
- 9863Phillip B. White Co., IncWealth manager$319M
- 9872BayforestPrivate fund adviser$318M
- 9873Openair Financial, LLCWealth manager$318M
- 9877Navigate 401k, LLCAsset manager$318M
- 9879Meira WealthWealth manager$318M
- 9880Twin Securities, Inc.Private fund adviser$318M
- 9887BCA Private Wealth, Inc.Wealth manager$317M
- 9891Mendel Money Management IncWealth manager$317M
- 9898The Mustico Financial Group, Inc.Wealth managerHybrid$317M
- 9899Duet Advisory Services LLCWealth managerHybrid$316M
- 9907Wealth Analytics Partners, LLCWealth manager$316M
- 9915Marquette Associates, Inc.Asset manager$316M
- 9917Garrison Point Capital, LLCAsset manager$316M
- 9920Accelerate RetirementWealth managerHybrid$315M
- 9923Cornerstone Select Advisors, LLCAsset manager$315M
- 9926Marcellus Investment Managers Private LimitedWealth manager$315M
- 9938Templeton & Phillips Capital Management, LLCAsset manager$314M
- 9939Magnate Advisory Services, LLCWealth managerHybrid$314M
- 9941Tieton Capital ManagementAsset manager$314M
- 9943Legacy Wealth Management Inc.Wealth manager$314M
- 9944CTS Financial Planning, Inc.Wealth manager$314M
- 9947Trust Advisory Group LTDWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities$314M
- 9959Lagoda Investment Management, L.P.Wealth managerPublic-company owned$313M
- 9960Parkview US LLCWealth manager$312M
- 9962Topel & Distasi Wealth Management, LLCWealth manager$312M
- 9966NfwmWealth managerWrap sponsor$312M
- 9969IwealthWealth managerHybrid$312M
- 9971APS Wealth Management, LLCAsset manager$312M
- 9972Lyon Wealth AdvisorsAsset manager$311M
- 9980Spring Mountain Capital, LPPrivate fund adviser$311M
- 9987Excel Wealth Management, LLCAsset managerHybrid$310M
- 9989Guardian Investment ManagementWealth manager$310M
- 9994Hudson Advisor Services, Inc.Wealth manager$310M
- 9997American Wealth Management, Inc.Wealth manager$310M
- 10005Trunorth Financial Services, Inc.Wealth manager$309M
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