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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- 15130Sizemore Capital Management, LLCAsset managerHybrid$109M
- 15138NK Capital LLCWealth manager$109M
- 15141Lyons Wealth ManagementWealth managerHybrid$109M
- 15147Toams FinancialWealth manager$109M
- 15148Capital Endurance Group, IncWealth manager$109M
- 15152Northbrook FinancialWealth manager$109M
- 15156Safe Harbor Retirement PlannersWealth manager$109M
- 15159Ten Peaks Partners L.L.C.Asset manager$109M
- 15161Double Eagle Wealth Management LLCWealth manager$109M
- 15166Triple Summit Advisors, LLCWealth manager$108M
- 15170Powerhouse Financial Advisors, Inc.Wealth manager$108M
- 15172Peapod Lane Capital LLCAsset manager$108M
- 15174Federmann Financial Advisors Inc.Wealth manager$108M
- 15210Purposeful Financial and Legacy PlanningWealth manager$107M
- 15215RK Asset ManagementWealth manager$107M
- 15218Muse Capital Management LLCWealth manager$107M
- 15223Endure Capital, LLCWealth manager$107M
- 15226EQV Advisory, LLCWealth manager$107M
- 15228Stonex International Advisors IncWealth managerPublic-company ownedHybridStonex Financial Inc., Stonex International Securities Inc., clears through Pershing, BofA Securities$107M
- 15234Stage 2 Planning Partners LLCWealth manager$106M
- 15239Fiduciary Advisor AdvocatesAsset manager$106M
- 15245Cypress Capital Management US LimitedWealth managerAffiliated broker-dealer$106M
- 15247Birnam Wood Capital, LLCWealth managerWrap sponsor$106M
- 15250Maseco Asia LimitedWealth manager$106M
- 15252Imber Financial Group, LLCWealth manager$106M
- 15254Westpoint Wealth Management, LLCWealth managerHybrid$106M
- 15255Truman Wealth AdvisorsWealth manager$106M
- 15264Ormonde Investment Management, LLCWealth manager$105M
- 15278Wealth EngagementWealth manager$105M
- 15280Catalyst Wealth Management LLCWealth managerHybrid$105M
- 15290AG Global Advisors LLCWealth manager$105M
- 15297Xena Financial Planning, LLCWealth manager$104M
- 15298Cruiser Capital Advisors, LLCPrivate fund adviser$104M
- 15314Baffin Advisors LLCWealth manager$104M
- 15320Eurocapital Advisors, IncWealth manager$104M
- 15335Navigation Wealth ManagementWealth manager$103M
- 15337Riverstone Asset Management, LLCWealth manager$103M
- 15341Wealth Strategies GroupWealth manager$103M
- 15343Crafted Finance, LLCWealth manager$103M
- 15344Pearl Wealth GroupWealth manager$103M
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