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.
1,873 firms manage $23.7 trillionCalifornia
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- 7942Bell & Brown Wealth Advisors, LLCWealth managerWrap sponsor$487M
- 7943Rosenblum Silverman Sutton SF IncWealth manager$487M
- 7944Interlock Equity LPPrivate fund adviserNo custodian reported$486M
- 7955NWK GroupWealth manager$485M
- 7976Van Strum & Towne IncWealth manager$483M
- 8003Trellis Wealth Advisors, LLCWealth manager$480M
- 8004Adams Ashby Financial AdvisorsWealth manager$480M
- 8015Elmwood Wealth ManagementWealth manager$478M
- 8017Barnes Wealth Management GroupWealth managerHybrid$477M
- 8024Andra Capital LLCPrivate fund adviserNo custodian reported$477M
- 8029Wimmer Associates LLCWealth manager$476M
- 8046SDS Real Estate AdvisorsPrivate fund adviserNo custodian reported$474M
- 8059Lighthouse Financial Services IncWealth manager$473M
- 8070The Sterling GroupWealth managerWrap sponsorHybrid$471M
- 8074Illumination Wealth ManagementWealth manager$471M
- 8111Wealthvalues, LLCWealth manager$467M
- 8113Alpha Solutions Investment AdvisorsWealth managerNo custodian reported$466M
- 8122Clelland & Company IncAsset manager$466M
- 8123Arrowroot Capital Management, LLCPrivate fund adviserNo custodian reported$465M
- 8128Olive Partners ManagementPrivate fund adviserAffiliated broker-dealerArk Group Holdings (hong Kong) Limited, Ark Securities LLCNo custodian reported$465M
- 8134Vert Asset Management LLCAsset managerNo custodian reported$464M
- 8144MKT Advisors LLCWealth manager$464M
- 8146Monarch Wealth StrategiesWealth manager$463M
- 8150Tidemark, LLCWealth manager$463M
- 8152Sierra Asset ManagementWealth manager$462M
- 8159Red Iron Group Management, LLCPrivate fund adviserNo custodian reported$462M
- 8161AOF Management LLCPrivate fund adviserNo custodian reported$461M
- 8162Fusion CapitalPrivate fund adviserNo custodian reported$461M
- 8163Saybrook Fund Advisors, LLCPrivate fund adviser$461M
- 8168Beta Wealth Group, IncWealth manager$460M
- 8177Seaside Wealth Management, Inc.Wealth managerHybrid$459M
- 8202True Wave Financial PlannersWealth manager$456M
- 8224Provenance Management Co., LPPrivate fund adviserNo custodian reported$454M
- 8225Confidence Wealth Management, Inc.Wealth manager$454M
- 8243Audent Global Asset Management, LLCPrivate fund adviser$452M
- 8246RBA Wealth Management, LLCWealth managerHybrid$452M
- 8253Private Wealth AdvisorsWealth manager$451M
- 8256Kinetic Investment Management, Inc.Wealth manager$451M
- 8262Nolan Management LLCPrivate fund adviserNo custodian reported$450M
- 8291Stephenson and Company, Inc.Wealth manager$447M
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