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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- 14355Cerasus Advisors IncWealth manager$130M
- 14356Versatile Capital Management L.L.C.Wealth manager$130M
- 14366Sophis Investments LLCWealth manager$130M
- 14371Pasqua Wealth SolutionsAsset manager$130M
- 14375Burnham & Company LLCWealth manager$130M
- 14379Burlingame Wealth Management, LLCPrivate fund adviser$129M
- 14381Trust Beyond CorpWealth manager$129M
- 14382SKG Capital Advisors, LLCWealth managerWrap sponsor$129M
- 14383Antonetti Capital Management, LLCWealth manager$129M
- 14384Saber Capital Management LLCWealth manager$129M
- 14394Ralicki Wealth Management & Trust ServicesWealth manager$129M
- 14395Mariva Global Asset Management, LLCWealth managerBank-affiliatedHybridMariva Bursatil S.A., Mariva Capital Markets, LLC$129M
- 14402Holm & Cawley Financial Group LLCWealth manager$129M
- 14410Catum Advisory Group, LLC.Wealth manager$129M
- 14418Indfin LLCWealth manager$128M
- 14422Octant Quantitative Investment Management LLCAsset manager$128M
- 14439Chartered Advisory GroupWealth manager$128M
- 14441GPS InvestmentsWealth managerHybrid$128M
- 14446Tempered Investment Management LTD.Private fund adviser$128M
- 14449Hatcher Capital Investments, Inc.Asset manager$127M
- 14452WE Financial GroupWealth manager$127M
- 14456Millenia Financial Partners, LLCWealth manager$127M
- 144572 Knights Wealth Management, LLCWealth manager$127M
- 14459Fairchild Financial Advisors, Inc.Wealth managerWrap sponsorHybrid$127M
- 14460Moore Financial Advisors, LTD.Wealth manager$127M
- 14462Wright Wealth Strategies, LLCWealth managerHybrid$127M
- 14463Synergy Wealth Management, LLCWealth manager$127M
- 14466Double Bay Management & PlanningWealth manager$127M
- 14468Growstrong Wealth StrategiesWealth manager$127M
- 14477Shadowridge Asset Management, LLCWealth manager$127M
- 14481Copperline Wealth Management & PlanningWealth managerWrap sponsorHybrid$127M
- 14498Trinity Investment Management, LLCAsset manager$126M
- 14504VIP Wealth AdvisorsWealth manager$126M
- 14506Thielen Capital CorporationWealth manager$126M
- 14510Eagle's Crest Advisors, LLCWealth manager$126M
- 14518Oak Street InvestmentsPrivate fund adviser$125M
- 14519Lone Peak AdvisersWealth managerHybridTransitional Broker LLC$125M
- 14523Downtown Investment AdvisoryWealth manager$125M
- 14524The Gardner GroupWealth manager$125M
- 14526Bastion FiduciaryWealth manager$125M
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