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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- 10840Kiplinger Wealth AdvisorsWealth managerWrap sponsorHybrid$262M
- 10841Bull Oak Capital, LLCWealth manager$262M
- 10842Convoy Investments, LLCWealth manager$262M
- 10843Tandem Wealth AdvisorsWealth manager$262M
- 10850Elco Management Company, LLCWealth managerWrap sponsor$261M
- 10860DCM Advisors, LLCAsset managerHybridCaledonia Sociedad De Valores, S.A., Dinosaur Financial Group, L.l.c$261M
- 10861Winebrenner Capital Management LLCWealth manager$260M
- 10878Bridge Generations Wealth ManagementWealth manager$260M
- 10894AN Exceptional Life Financial, LLCWealth manager$259M
- 10906Steel Tower InvestmentsWealth managerAffiliated broker-dealerHBK Sorce Brokerage LLC$259M
- 10919Malvern Capital ManagementWealth manager$258M
- 10928Wilkins Miller Wealth Management, LLCWealth managerHybrid$257M
- 10930IKE Capital, LLCWealth manager$257M
- 10943RD Lewis Wealth ManagementWealth manager$257M
- 10946Prospect Hill Management, LLCWealth manager$257M
- 10947CMG Capital Management Group, Inc.Wealth managerHybrid$257M
- 10950Delarme Wealth Management, Inc.Wealth manager$257M
- 10956Richardson Financial ServicesWealth managerHybrid$256M
- 10962Swbc Investment CompanyBroker-dealer firmHybridSwbc Investment Services, LLC, clears through Pershing$256M
- 10971Delaware Wealth PlannersWealth manager$256M
- 10977International Private Wealth Advisors LLCWealth manager$255M
- 10983Acap Asset Management, Inc.Wealth manager$255M
- 10986Ridge Creek Global, Inc.Wealth 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
- 10999Riverwest Investment Management, LLCAsset manager$254M
- 11005Addis & Hill, IncorporatedWealth manager$254M
- 11007Green Alpha InvestmentsWealth manager$254M
- 11009Indiano Capital ManagementWealth manager$254M
- 11014Decatur Capital Management, Inc.Asset manager$254M
- 11016Heronetta Management, L.P.Wealth manager$254M
- 11021MHS Advisory Services, LLCWealth managerHybrid$253M
- 11024Maguire Investments LLCWealth manager$253M
- 11036Mercury Investment GroupWealth manager$253M
- 11044Morgan Dempsey Capital Management LLCWealth manager$252M
- 11055Research Financial StrategiesWealth managerHybrid$252M
- 11056Bridges Capital LLCAsset manager$252M
- 11060Talisman Wealth Advisors, LLCWealth managerWrap sponsor$251M
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