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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- 12790Astra VenturesWealth manager$180M
- 12793$179M
- 12804Benchmark Wealth ManagementWealth manager$179M
- 12807Parvin Asset Management, LLCWealth manager$179M
- 12839Muntz Financial, LLCWealth manager$178M
- 12843Farris Capital Management Inc.Wealth manager$178M
- 12853Familywealth Asset ManagementWealth manager$177M
- 12854Hull TacticalAsset managerHybrid$177M
- 12859ENR Asset Management, IncorporatedWealth manager$177M
- 12860Greybox InvestmentsWealth manager$177M
- 12866Quantor Capital LLCPrivate fund adviser$176M
- 12874Corbett Road Capital Management, LLCAsset managerHybridSpire Securities, LLC, clears through National Financial Services (Fidelity), Pershing$176M
- 12880Mackay Financial Planning, LLCWealth manager$176M
- 12883Philadelphia Investment Partners, LLCWealth manager$176M
- 12896Downing Street Wealth Management LLCWealth manager$176M
- 12897Light Financial Services, Inc.Wealth manager$176M
- 12903Alan B. Lancz & Associates, Inc.Wealth managerHybrid$175M
- 12912Robert A. Zock & Co.,inc.Wealth manager$175M
- 12913Power Asset Management LLCWealth manager$175M
- 12920Income & Asset Advisory, Inc.Wealth managerHybrid$175M
- 12924Guardian Wealth ManagementWealth manager$175M
- 12929Wall Street Investment Management, LLCAsset manager$175M
- 12931Stewardship Concepts Financial Services LLCWealth manager$175M
- 12943Maqro Advisors LLCWealth managerWrap sponsor$174M
- 12950Murphy & Mullick Capital Management CorpWealth managerHybrid$174M
- 12952JMS Capital Group Wealth Services, LLCWealth manager$174M
- 12958Infinity Financial Services AdvisoryWealth managerHybridInfinity Securities, Inc.$174M
- 12967Benchmark Capital Group LTD.Wealth manager$174M
- 12972Price Financial Group Wealth Management, Inc.Wealth managerWrap sponsor$173M
- 12974IFCWealth manager$173M
- 12979Asco Financial Group, Inc.Asset managerHybrid$173M
- 12981Winning Points Advisors, L.L.C.Wealth manager$173M
- 12982Gasaway Investment Advisors, Inc.Wealth manager$173M
- 12983International Asset ManagementWealth manager$173M
- 12992Midwestern Financial GroupWealth manager$173M
- 12999Walnut Private Equity Partners, LLCWealth manager$173M
- 13000Alluvial Capital Management, LLCPrivate fund adviser$173M
- 13002Cedar Valley Wealth AdvisorsWealth manager$173M
- 13012Davidson Wealth Management LLCWealth managerHybrid$172M
- 13018Investor Advisory GroupWealth manager$172M
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