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.
Filters
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.
17,210 firms manage $177.9 trillion
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- 5881GT Investment Partners, LPPrivate fund adviserNo custodian reported$853M
- 5882Birchwood Financial Partners, Inc.Wealth manager$853M
- 5883Leelyn Smith, LLCWealth managerWrap sponsorHybrid$852M
- 5884Smith Thornton Advisors, LLCAsset managerHybrid$852M
- 5885Olympus Capital Holdings Asia LLCPrivate fund adviserNo custodian reported$852M
- 5886PJS Investment ManagementWealth manager$852M
- 5887ApeironWealth managerWrap sponsor$852M
- 5888Warner Financial, IncWealth manager$852M
- 5889Harbor AdvisorsAsset manager$852M
- 5890HH Capital Management, Inc.Asset managerNo custodian reported$851M
- 5891Affinity Capital Advisors LLCWealth manager$851M
- 5892Brilliance Asset Management LimitedPrivate fund adviserNo custodian reported$851M
- 5893Aztlan Equity Management, LLCAsset manager$851M
- 5894Channel Wealth, LLCWealth manager$851M
- 5895Whitaker-Myers Wealth Managers, LTD.Wealth managerHybrid$851M
- 5896NS Management LTDAsset manager$850M
- 5897Aetna Asset Advisors, LLCPrivate fund adviserNo custodian reported$850M
- 5898Liberty Capital Management IncWealth manager$849M
- 5899Prime QuadrantWealth manager$849M
- 5900Avenir CorporationWealth manager$849M
- 5901Silverlake Wealth Management LLCWealth managerHybrid$849M
- 5902Bason Asset ManagementWealth manager$849M
- 5903Pennsylvania Capital Management Inc.Wealth manager$849M
- 5904NBC Capital AdvisorsWealth manager$847M
- 5905Mitchell Capital Management CoWealth manager$847M
- 5906Seneca Financial Advisors LLCWealth manager$847M
- 5907Riverglade CapitalPrivate fund adviserNo custodian reported$847M
- 5908Baron Wealth Management, LLCWealth manager$847M
- 5909Barry Investment Advisors, LLCWealth managerWrap sponsor$847M
- 5910Oakworth Asset Management, LLCWealth managerBank-affiliated$846M
- 5911Verde Capital Management, Inc.Wealth managerWrap sponsor$846M
- 5912Falconpoint Capital Partners LLCPrivate fund adviserNo custodian reported$845M
- 5913Integrated Quantitative Investments LLCAsset manager$845M
- 5914Lincoln Capital, LLCWealth managerWrap sponsorHybrid$845M
- 5915Lighthouse Wealth Strategies, LLCWealth managerHybrid$844M
- 5916American Money Management, LLCWealth manager$844M
- 5917Perspective Wealth Partners, LLCWealth manager$844M
- 5918Claremont Capital Management, LLCAsset manager$844M
- 5919CKC Capital LLCPrivate fund adviser$844M
- 5920First Light Retirement, LLCAsset managerNo custodian reported$844M
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