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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- 9656Vesta Wealth Management, LLCWealth managerNo custodian reported$333M
- 9664Blackston Financial Advisory Group, LLCWealth manager$333M
- 9710Stonebridge Financial Planning Group, LLCWealth manager$330M
- 9725Power Financial Partners, LLCAsset managerHybrid$329M
- 9727MTC Wealth ManagementAsset managerNo custodian reported$329M
- 9737Glide CapitalPrivate fund adviserNo custodian reported$328M
- 9742Oxford Wealth Group, LLCWealth manager$328M
- 9752Greenwood Family Advisors LLCWealth manager$327M
- 9763PL Capital Advisors, LLCPrivate fund adviserNo custodian reported$327M
- 9766Base Wealth ManagementWealth manager$326M
- 9776Healthedge Investment PartnersPrivate fund adviserNo custodian reported$326M
- 9811Osceola Capital ManagementPrivate fund adviserNo custodian reported$322M
- 9819Stewardship Advisory Group, LLCWealth managerHybrid$322M
- 9844Alhambra Investment Management LLCWealth manager$320M
- 9859Remedium Capital PartnersAsset managerNo custodian reported$319M
- 9874Caim LLCAsset managerHybrid$318M
- 9879Meira WealthWealth manager$318M
- 9884Wealth Pro Advisors, Inc.Wealth managerHybrid$317M
- 9921Camarda Wealth Advisory GroupWealth manager$315M
- 9951Jaguar Growth Asset Management, LLCPrivate fund adviserHybridNo custodian reported$313M
- 9954Hawkeye Capital Management, LLCPrivate fund adviserNo custodian reported$313M
- 9968Sunrise Manager LLCPrivate fund adviserNo custodian reported$312M
- 9981Level Ventures Management LLCPrivate fund adviserNo custodian reported$311M
- 10003Storr GroupPrivate fund adviserNo custodian reported$310M
- 10033Holland Advisory Services, Inc.Wealth manager$308M
- 10034Doma Perpetual Capital Management LLCPrivate fund adviser$308M
- 10044Spectra Investment Management, LLCWealth manager$307M
- 10049Ekanta Wealth Advisors LLCAsset manager$307M
- 10050GFG SolutionsWealth managerWrap sponsor$307M
- 10105Brightwater Advisory, LLCWealth manager$304M
- 10112Campbell Capital Management IncWealth manager$303M
- 10146Pl3 Capital LPPrivate fund adviserNo custodian reported$301M
- 10149Lifeinvest Wealth Management, LTDWealth managerHybrid$301M
- 10158Deepwork Capital, LLCPrivate fund adviserNo custodian reported$300M
- 10164Azzendo Wealth AdvisorsWealth manager$300M
- 10167Kennon FinancialWealth manager$300M
- 10172CIC, LLCAsset manager$300M
- 10204Unison Asset Management LLCPrivate fund adviser$298M
- 10217OpinicusWealth manager$297M
- 10225Matters Capital LLCWealth manager$297M
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