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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- 11903Ponta Wealth Partners, LLCWealth manager$214M
- 11904Equitas Capital Advisors,llcAsset manager$214M
- 11908Alpha Wealth Funds, LLCPrivate fund adviser$214M
- 11919Global Trust Wealth Management LLCWealth manager$214M
- 11937Financial Freedom HouseWealth manager$213M
- 11939Mathis Wealth ManagementWealth managerHybrid$213M
- 11943Financial Planning ServicesWealth managerHybrid$213M
- 11944Harding Wealth, Inc.Wealth manager$213M
- 11947Urban Wealth Management OR UWMWealth manager$213M
- 11949Sequoia S.F.A.Wealth manager$212M
- 11950Sackett Wealth Advisors, Inc.Wealth manager$212M
- 11954Patrick Mauro Investment Advisor, Inc.Wealth manager$212M
- 11958Buchanan Wealth ManagementWealth managerHybrid$212M
- 11959OAC Capital Advisors LLCAsset manager$212M
- 11961Itrust Asset Management, LLCWealth managerWrap sponsorHybrid$212M
- 11962Orca Investment Management, LLCWealth managerHybridPaulson Investment Company LLC, clears through Axos Clearing, Vision Financial Markets$212M
- 11971Centric Advisors, LLCWealth manager$211M
- 11976Halbert Wealth Management, IncWealth manager$211M
- 11977Apex Investment GroupWealth manager$211M
- 11979WMK Investment PartnersWealth manager$211M
- 11983Traub Capital ManagementWealth manager$211M
- 11984Wealthcare Asset Management, LLCWealth manager$211M
- 11988Fairbanks Capital Management, Inc.Wealth manager$211M
- 11991Lone Peak Partners Management LPAsset manager$210M
- 11994Fidelis Wealth AdvisorsWealth managerHybrid$210M
- 12001Smart Portfolios, LLCWealth manager$210M
- 12013Lummis Asset Management, L.P.Wealth manager$210M
- 12017Advisory Investor Services LLCAsset managerHybridMiura Capital, LLC, clears through Pershing$210M
- 12022IMG Wealth Management, Inc.Wealth managerHybrid$210M
- 12024Shellman Investment Management, LLCWealth managerHybridSeminario Securities LLC, clears through Pershing$210M
- 12032Creative Investment GroupWealth manager$209M
- 12035Capital Asset Management, LLCWealth managerHybrid$209M
- 12036Reservoir Wealth ManagementWealth manager$209M
- 12042Strategic Wealth PlanningWealth managerWrap sponsor$209M
- 12049Ucap AmericasAsset managerHybridUcap Bahamas LTD, Ucap Securities (HK) Limited, clears through Pershing, StoneX$208M
- 12053Alere Planning LLCWealth managerHybrid$208M
- 12055DWPWealth manager$208M
- 12062Gates Pass Advisors, LLCWealth manager$208M
- 12064Terraform Wealth, LLCWealth manager$208M
- 12065Smith & WyattWealth manager$207M
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