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.
Filters
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.
17,210 firms manage $177.9 trillion
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- 10481Bear Creek Fund Advisors LLCPrivate fund adviserHybridBear Creek Securities LLCNo custodian reported$283M
- 10482Fcig Wealth Management, LLCWealth manager$282M
- 10483Compass Financial Advisors LLCWealth managerHybrid$282M
- 10484Hoertkorn Richard CharlesWealth manager$282M
- 10485Abbit Management CorpAsset manager$282M
- 10486Beatrice Advisors LPWealth manager$282M
- 10487Carter Financial, LLCWealth manager$282M
- 10488Stolz & Associates, PSWealth manager$282M
- 10489Peloton Capital ManagementWealth managerNo custodian reported$282M
- 10490HMS Investment AdvisorsWealth manager$282M
- 10491Founders Capital Management IncWealth manager$282M
- 10492Caruso McLean & Co., Inc.Wealth managerHybridNo custodian reported$282M
- 10493Banyan Capital Management, Inc.Wealth manager$282M
- 10494Copperleaf Capital, LLCWealth manager$282M
- 10495Sandbridge Investment Management, LLCPrivate fund adviserNo custodian reported$282M
- 10496B.A. Schrock Wealth ManagementWealth managerWrap sponsor$282M
- 10497Palm Valley Capital ManagementAsset manager$282M
- 10498Trinity Wealth Advisors LLCWealth manager$282M
- 10499Successful Portfolios LLCWealth manager$282M
- 10500Fortitude Financial LLCWealth managerWrap sponsorHybrid$282M
- 10501Bennington Financial Planning GroupBroker-dealer firmHybridD. B. McKenna & Co., Inc.$281M
- 10502Brookline Investments, Inc.Private fund adviserHybrid$281M
- 10503New Vintage Partners LLCPrivate fund adviserNo custodian reported$281M
- 10504GPM Growth Investors, Inc.Wealth manager$281M
- 10505Miller Avenue Advisors LLCWealth manager$281M
- 10506Smith Asset Management Co., LLCWealth manager$281M
- 10507Riverbend Wealth Management, LLCWealth managerWrap sponsor$281M
- 10508RCS Financial Planning, LLCWealth manager$281M
- 10509WMS Advisors, LLCWealth managerHybrid$281M
- 10510Seven Hills Financial, LLCWealth managerHybrid$281M
- 10511Plustick Management LLCPrivate fund adviserNo custodian reported$281M
- 10512Harlan Capital Partners LLCPrivate fund adviserNo custodian reported$281M
- 10513Worth AdvisorsWealth manager$281M
- 10514Mink Brook Asset Management LLCPrivate fund adviserNo custodian reported$281M
- 10515Wilson & Boucher Capital Management, LLCWealth manager$280M
- 10516Family FinancialWealth manager$280M
- 10517Timberchase Financial, LLCWealth manager$280M
- 10518DBS Investment Advisers, LLCWealth manager$280M
- 10519Iridian Asset Management LLCPrivate fund adviser$280M
- 10520Farrow Financial IncWealth manager$280M
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