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.
1,090 firms manage $4.3 trillionFlorida
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- 8093Capco Asset Management, LLCWealth manager$469M
- 8097Mangrove Equity PartnersPrivate fund adviserNo custodian reported$468M
- 8199Moseley Investment Management, Inc.Wealth manager$457M
- 8200Wealth Advisors of Tampa BayWealth managerWrap sponsorHybrid$457M
- 8207Florida Financial Advisors, LLCWealth managerWrap sponsorHybridTrinity Wealth Securities, L.L.C.$456M
- 8221Whitestar Advisors, LLCAsset managerNo custodian reported$454M
- 8222New Water Capital, L.P.Private fund adviserNo custodian reported$454M
- 8237IMZ Advisory Inc.Wealth managerHybrid$453M
- 8264Global TrustWealth manager$450M
- 8287Kerrisdale Capital Management, LLCPrivate fund adviserNo custodian reported$448M
- 8349Ikalon Advisors LLCAsset manager$442M
- 8353MeridianaWealth manager$442M
- 8359Ardan Equity Partners, LLCPrivate fund adviserNo custodian reported$441M
- 8385Fortress Wealth GroupWealth manager$439M
- 8390Gables Capital Management, Inc.Asset manager$439M
- 8402Cayside PartnersWealth manager$438M
- 8411Fogel Capital Management IncWealth manager$437M
- 8438L1 Capital Global Inc.Private fund adviserNo custodian reported$434M
- 8442Greenbridge Partners LLCWealth managerHybrid$433M
- 8469Castle Wealth ManagementWealth managerWrap sponsor$430M
- 8473Compass Financial Group, Inc.Wealth manager$430M
- 8486Haven PrivateWealth manager$428M
- 8511Perigee Capital, LPPrivate fund adviserHybridPerigee Securities LPNo custodian reported$426M
- 8519Dynamic Core Capital PartnersPrivate fund adviserNo custodian reported$425M
- 8548Forza Wealth ManagementWealth manager$422M
- 8568Hollander Asset Management LLCWealth managerPublic-company owned$420M
- 8570Directed Capital AdvisorsPrivate fund adviserNo custodian reported$420M
- 8588Miller Value Partners, LLCAsset manager$418M
- 8591Quantum Private Wealth, LLCWealth manager$418M
- 8597Coquina Private Wealth AdvisorsWealth managerWrap sponsor$418M
- 8602Seven Mile Advisory LLCWealth manager$417M
- 8605Strategic Asset Management Group AdvisorsWealth managerWrap sponsorHybrid$416M
- 8619Broadcrest Asset Management, LLCPrivate fund adviserNo custodian reported$415M
- 8638Clearwell GroupWealth manager$414M
- 8642Northbridge Financial Group, LLCWealth managerWrap sponsorHybrid$413M
- 8688Code Waechter LLCWealth manager$409M
- 8717Clarity Capital Advisors, LLCWealth manager$406M
- 8718Guerra Wealth AdvisorsWealth managerWrap sponsor$406M
- 8730LotusPrivate fund adviserNo custodian reported$405M
- 8731QP Wealth Management, LLCWealth manager$405M
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