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.
684 firms manage $7.8 trillionIllinois
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- 15083Midway Capital Research & Management LLCWealth manager$110M
- 15242Dillow Wealth Management LLCWealth manager$106M
- 15260Financial Design Studio, Inc.Wealth manager$106M
- 15555Fairway Capital Management, LLCPrivate fund adviserNo custodian reported$89M
- 15568Quincy Wells Advisors, LLCBroker-dealer firmHybridQuincy Wells Capital, LLCNo custodian reported$87M
- 15798Rail Splitter Capital Advisers, LLCAsset manager$61M
- 15945Heritage Strategic Wealth, LLCWealth manager$46M
- 15981Mitchell Vaught & Taylor IncWealth managerNo custodian reported$42M
- 16155CgamAsset managerHybridCalamos Financial Services LLCNo custodian reported$27M
- 16180Tall Pines Capital, LLCWealth managerWrap sponsor$25M
- 16206RCP Advisors, LLCPrivate fund adviserNo custodian reported$21M
- 16241Riverwalk Capital Partners, LLCPrivate fund adviserAffiliated broker-dealerIHT Securities, LLCNo custodian reported$16M
- 16267G-Legion, LLCAsset managerHybridG.distributors, LLC, G.research, LLCNo custodian reported$13M
- 16322Castleark Alternatives, LLCPrivate fund adviserNo custodian reported$8M
- 16333Access Softek Advisory ServicesWealth manager$7M
- 16377Insight Securities, Inc.Broker-dealer firmHybridNo custodian reported$4M
- 16390Forester Capital Management LTDAsset managerNo custodian reported$4M
- 16405WhaleWealth manager$3M
- 16494Path Digital Advisors, LLCWealth managerNo custodian reported$150K
- 16549Zacks Intelligence LLCWealth managerHybridLbmz Securities, Inc., clears through Interactive Brokers$0K
- 16555AON Securities LLCBroker-dealer firmHybridAON Securities (hong Kong) Limited, AON Securities LimitedNo custodian reported$0
- 16563Horace Mann Investors, Inc.Broker-dealer firmHybridBCG Securities, Inc.No custodian reported$0
- 16586Investment Consulting Services, LLCAsset managerNo custodian reported$0
- 16589Timothy Financial Counsel, Inc.Asset managerNo custodian reported$0
- 16601Brookstone Wealth Advisors, LLCAsset managerHybridNo custodian reported$0
- 16637Cetera Investment Management LLCAsset managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through PershingNo custodian reported$0
- 16643Eastspring USAsset managerHybridNo custodian reported$0
- 16689Capri EGM, LLCAsset managerNo custodian reported$0
- 16699ManifestAsset managerNo custodian reported$0
- 16712Willis Towers Watson Securities, LLCBroker-dealer firmHybridNo custodian reported$0
- 16735Choreo Partner Alliance, LLCAsset managerNo custodian reported$0
- 16745Calamos Private Equity LLCAsset managerHybridCalamos Financial Services LLCNo custodian reported$0
- 16789Blue Owl Real Assets Advisors LLCAsset managerHybridBlue Owl Securities LLCNo custodian reported$0
- 16802BenefiAsset managerNo custodian reported$0
- 16818Iolite Asset ManagementAsset managerNo custodian reported$0
- 16838Regiment Capital Advisors, LLCAsset managerHybridRegiment Securities, LLC.No custodian reported$0
- 16849GCM Grosvenor Wealth L.P.Asset managerHybridGCM Investments Japan K.K., GRV Securities LLCNo custodian reported$0
- 16885Monroe Capital Asset Finance Advisors, LLCAsset managerNo custodian reported$0
- 16930Rothschild Financial Partners, LLCAsset managerHybridRothschild Investment LLCNo custodian reported$0
- 16946Madison Lasalle Advisers LLCAsset managerNo custodian reported$0
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