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.
1,081 firms manage $4.6 trillionTexas
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- 13786Money Managers, Inc.Wealth managerWrap sponsorHybrid$147M
- 13790Lucien Stirling & Gray Advisory Group IncWealth manager$147M
- 13799Fort Advisors IncWealth manager$146M
- 13800Birdrock WealthWealth manager$146M
- 13812Ankerstar Wealth, LLCWealth manager$146M
- 13818Mercantile Investment AdvisorsWealth manager$146M
- 13848BFI Wealth Solutions, LLCWealth managerWrap sponsor$145M
- 13849Winnacle Wealth, LLCWealth manager$145M
- 13863CSL Capital Management, L.P.Private fund adviserNo custodian reported$145M
- 13874Certified Financial Strategies CorporationWealth manager$144M
- 13882Paladino WealthWealth manager$144M
- 13883Shelter Wealth Strategies, LLCWealth manager$144M
- 13889PMG Family Office, LLCWealth manager$144M
- 13908GSV Asset Management, LLCPrivate fund adviserNo custodian reported$143M
- 13930Kopion Asset Management, LLCWealth manager$143M
- 13936The Advisors GroupWealth manager$142M
- 13959Pivot Point Advisors, LLCWealth manager$142M
- 13987Stability Partners Advisory Group, LLCWealth manager$141M
- 13995Clear Sky Financial, LPWealth manager$141M
- 14011Flagship Investment Management LLCPrivate fund adviserNo custodian reported$140M
- 14033Alteris Capital Partners, LLCWealth manager$140M
- 14037Braeside Investments, LLCPrivate fund adviser$139M
- 14043Cravens Brothers Private Wealth Management LLCWealth manager$139M
- 14053Southpaw CP Manager LPPrivate fund adviserNo custodian reported$139M
- 14065Revere Capital Management LPPrivate fund adviserNo custodian reported$139M
- 14073TKC Wealth Management LLCWealth managerHybrid$139M
- 14093Worth Financial Group Inc.Broker-dealer firmHybrid$138M
- 14103Eubank, Hutson & Associates, LLCWealth manager$138M
- 14148Strategic Portfolio Solutions, LLCWealth manager$136M
- 14152Paradigm Advisors, LLCWealth manager$136M
- 14178Allegro Mineral Partners LLCPrivate fund adviserNo custodian reported$135M
- 14182Fogarty Wealth Management, Inc.Wealth manager$135M
- 14212Stonebridge Wealth Management, LLCWealth manager$135M
- 14222Wave Wealth Management, LLCWealth manager$134M
- 14223Reliance Wealth ManagementWealth manager$134M
- 14252Double Eagle Capital Management LPPrivate fund adviserNo custodian reported$133M
- 14254Kanos Capital Management, LLCWealth manager$133M
- 14258Blackgold Capital Management LPPrivate fund adviser$133M
- 14269Green & Deckert LLCWealth manager$133M
- 14272Charis Legacy PartnersWealth manager$133M
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