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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 13541Diversified Planning Strategies Advisors LLCWealth manager$154M
- 13544QuishWealth manager$154M
- 13551Maggi Investment Services, LLCWealth managerHybrid$154M
- 13560Maiden Cove CapitalWealth manager$154M
- 13571Clear Retirement Advice LLCWealth manager$153M
- 13582Protocol Wealth, LLCWealth managerHybrid$153M
- 13595Garner Financial ManagementWealth manager$153M
- 13597BalanzAsset managerHybridBalanz Capital International Inc., Balanz Capital UK LLP, clears through Pershing, StoneX$153M
- 13600Markin Asset Management, LPWealth manager$153M
- 13603J K R & Company, Inc.Broker-dealer firmHybrid$152M
- 13606Northlanding Financial Partners, LLCWealth manager$152M
- 13607Wellspring Advisors, Inc.Wealth manager$152M
- 13618Apple Tree Asset Management, LLCWealth manager$152M
- 13625FpfocoWealth manager$152M
- 13629Bartley Financial Advisors, LLCWealth manager$152M
- 13632Cramer & Rauchegger, Inc.Wealth manager$151M
- 13634Greenway Financial, LLCWealth managerAffiliated broker-dealer$151M
- 13638ConvexitasAsset manager$151M
- 13640Unified Wealth Management LLCWealth manager$151M
- 13641Sunrise Financial Services LLCWealth managerHybrid$151M
- 13646Horizons Sustainable Financial Services, Inc.Wealth manager$151M
- 13648Cope ConnellyWealth managerHybrid$151M
- 13652Zenith Wealth PartnersWealth manager$151M
- 13654Cascade Financial StrategiesWealth manager$151M
- 13655Karani Asset Management LLCAsset manager$151M
- 13658Trademark Capital Management Inc.Wealth manager$151M
- 13666Unified Investment ManagementWealth manager$151M
- 13670Poulos Advisors, Inc.Wealth manager$150M
- 13674Optima Capital ManagementWealth manager$150M
- 13675Titletown Wealth Management, LLCWealth manager$150M
- 13677Atlantis Wealth Advisors LLCWealth managerHybrid$150M
- 13683Union Capital CompanyBroker-dealer firmHybrid$150M
- 13686Felis Advantage, LPAsset manager$150M
- 13693Cavalcade Capital LLCWealth manager$150M
- 13694Clearbrook Investment Solutions LLCWealth manager$150M
- 13699Onesource Wealth ManagementWealth manager$150M
- 13703Portfolio Design Services, LLCWealth manager$150M
- 13706Second Summit Wealth Management, LLCWealth manager$150M
- 13725Peerless WealthWealth managerHybrid$149M
- 13729Sonnet, LLCWealth manager$148M
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