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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- 11271Bassam Wealth Management, LLCWealth manager$241M
- 11296True Wealth Advisory GroupAsset managerHybrid$240M
- 11299Loyola Asset Management LLCAsset manager$240M
- 11335Smith BruerWealth manager$238M
- 11354Golden Road Advisors LLCWealth manager$238M
- 11369Pento Portfolio Strategies, LLCWealth manager$237M
- 11396Creo Capital Partners Management LLCPrivate fund adviserNo custodian reported$236M
- 11410MBF Healthcare Management II, LLCPrivate fund adviserNo custodian reported$235M
- 11412Kingsman Wealth Management Inc.Wealth manager$235M
- 11421Plan TO Prosper Wealth ManagementWealth manager$234M
- 11425Belleair Asset Management, LLCWealth manager$234M
- 11455Anchor Wealth Management Group LLCWealth manager$233M
- 11474Reshape WealthWealth manager$232M
- 11495L&s Investment Advisors, LLCAsset manager$231M
- 11497Andrew Hill Investment Advisors, Inc.Wealth manager$231M
- 11499LAS Olas Venture CapitalPrivate fund adviserNo custodian reported$231M
- 11511UnimarPrivate fund adviser$231M
- 11526Primoris Wealth Advisors, LLCWealth manager$230M
- 11535Turner Financial Group, Inc.Wealth managerHybrid$230M
- 11544Velvet Sea VenturesPrivate fund adviserNo custodian reported$229M
- 11578Alterna Equity Partners Management LLCPrivate fund adviserNo custodian reported$228M
- 11604Naples Wealth PlanningWealth managerHybrid$227M
- 11616Align Private CapitalPrivate fund adviser$226M
- 11618Elevation Advisory Partners LLCWealth managerHybrid$226M
- 11620Angelus Investment Consulting, Inc.Wealth managerHybrid$226M
- 11624Dragus Capital, LLCWealth manager$226M
- 11627Welcy Capital Advisors LLCPrivate fund adviserAffiliated broker-dealerLW Casa De Valores, SRL, Prival Securities Puesto De Bolsa S.A.$226M
- 11636Oceanis Financial Advisors, Inc.Asset manager$226M
- 11640The Tenret Company, LLCWealth manager$225M
- 11641Buckeye-PacificPrivate fund adviser$225M
- 11660Allied Private WealthWealth managerNo custodian reported$224M
- 11666Orca Wealth Management, LLCWealth managerWrap sponsor$224M
- 11671Bucket List Wealth Management, LLCWealth manager$224M
- 11685Sterling Wealth Advisors, Inc.Wealth manager$224M
- 11730Riverglades Family Offices, LLCWealth manager$221M
- 11731Lynx Advisory PartnersWealth manager$221M
- 11741Pullen Investment ManagementWealth manager$221M
- 11761Agis Management LLCPrivate fund adviserNo custodian reported$220M
- 11788Motiv8 Investments LLCWealth manager$219M
- 11820Ironclad Investments LLCAsset managerNo custodian reported$218M
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