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.
212 firms manage $511 billionArizona
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- 5918Claremont Capital Management, LLCAsset manager$844M
- 6122Wealth Management Partners, LLCWealth manager$794M
- 6229Standpoint Asset Management, LLCAsset managerNo custodian reported$771M
- 6324Curafin AdvisorsAsset managerNo custodian reported$748M
- 6359Sensible Money, LLCWealth manager$743M
- 6375Financial Directions LLCWealth manager$738M
- 6392Able Financial Group, LLCWealth managerHybrid$733M
- 6529Windsor Capital Management, LLCWealth manager$703M
- 6531Asset Growth Solutions, LLCAsset managerNo custodian reported$703M
- 6735RRA CapitalPrivate fund adviserNo custodian reported$663M
- 6740Ironwood Financial, LLCWealth manager$663M
- 6830Cambridge Financial Group, LLCWealth manager$646M
- 7036Mulholland Wealth Advisors, LLCAsset managerHybrid$612M
- 7060Ironwood Wealth Management, LLCWealth manager$608M
- 7406Northrim Adviser, LLCPrivate fund adviserNo custodian reported$556M
- 7664Kingdom Financial Group, LLCWealth managerWrap sponsor$521M
- 7992Pinnacle Peak Private Client Group, LLCWealth managerWrap sponsor$481M
- 7996Eaton-Cambridge Inc.Wealth manager$481M
- 8050Juncture Wealth Strategies, LLCWealth manager$474M
- 8085Nova Financial ServicesWealth managerBank-affiliated$469M
- 8132DEW Wealth ManagementWealth managerWrap sponsor$465M
- 8149Harmony Asset Management LLCWealth manager$463M
- 8326Social Leverage Advisors, LLCPrivate fund adviserNo custodian reported$444M
- 8354Templeton Financial Services Inc.Wealth managerNo custodian reported$442M
- 8380Biltmore Wealth Management, LLCWealth manager$440M
- 8540Heritage Family Offices, LLPWealth manager$423M
- 8565Exeter Financial, LLCWealth manager$420M
- 8579WT Wealth Management, LLCWealth manager$419M
- 8681Heffernan Advisory, Inc.Wealth managerHybrid$410M
- 8687Sterling Investment Management, LLCWealth manager$409M
- 8711Greenberg Financial GroupWealth manager$407M
- 8729Triton Wealth Management, PLLCWealth manager$405M
- 8792Numerixs Investment Technologies IncPrivate fund adviserNo custodian reported$400M
- 8808Luminvest Wealth Management LLCWealth manager$398M
- 8956Southwest Investment Advisors, Inc.Wealth managerWrap sponsorHybrid$387M
- 9033Buttonwood Capital Management (BCM)Broker-dealer firmHybrid$381M
- 9084Intelligent CapitalworksWealth manager$377M
- 9090Stonecrest Wealth Management, IncWealth managerHybrid$376M
- 9145Invicta Financial GroupWealth manager$371M
- 9201Strategy Financial GroupWealth manager$367M
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