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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- 9263Strategic Income Group LLCWealth manager$362M
- 9297Seros Wealth PartnersWealth manager$359M
- 9477Intrinsic Wealth Counsel, Inc.Wealth manager$345M
- 9493Attessa Capital LLCWealth manager$344M
- 9695Vigilare Wealth Management LLCWealth manager$331M
- 9739Zenith Wealth AdvisorsWealth managerBank-affiliated$328M
- 9784Treiberg Wealth ManagementWealth managerWrap sponsorHybrid$325M
- 10009AIM CapitalWealth managerWrap sponsorHybrid$309M
- 10046One Wealth Capital Management, LLCWealth manager$307M
- 10075Stableford Capital LLCWealth manager$305M
- 10077Clarus Wealth Advisors, LLCWealth managerHybridNo custodian reported$305M
- 10104Key Group Management, Inc.Wealth managerHybrid$304M
- 10141Johnson Financial AdvisorsWealth managerHybrid$301M
- 10156Capital Wealth Alliance, LLCWealth managerHybrid$300M
- 10170Capital West Partners, LLCWealth managerNo custodian reported$300M
- 10205Interwealth Management, LLCWealth manager$298M
- 10216Graystone Partners Wealth Management, LLCWealth managerWrap sponsorHybrid$297M
- 10246345 Investment Advisory, LLCWealth managerHybrid$295M
- 10254Wall Capital Group, Inc.Asset manager$295M
- 10529Faith Investor ServicesAsset manager$280M
- 10703Sage Financial Advisors Inc.Wealth manager$270M
- 10780Gordian Advisors, LLCWealth manager$265M
- 10843Tandem Wealth AdvisorsWealth manager$262M
- 10844WJ Wealth ManagementWealth managerWrap sponsorHybrid$262M
- 10851Corepath Wealth Partners LLCWealth manager$261M
- 10972Releve Financial GroupWealth managerWrap sponsor$256M
- 11035Treasure Investment Management, LLCAsset manager$253M
- 11130Tribeca Financial, LLCWealth manager$248M
- 1116717 Capital Partners, LLCWealth manager$246M
- 11244NRG Wealth ManagementWealth manager$242M
- 11266Bayntree Wealth Advisors, LLCWealth manager$241M
- 11291Allied Portfolio Management, Inc.Wealth managerNo custodian reported$240M
- 11297Lane Brothers Investment CounselWealth manager$240M
- 11338R.H. Investment Group, LLCWealth manager$238M
- 11340Acute Investment AdvisoryWealth manager$238M
- 11377Clarity Wealth Management, L.L.C.Wealth managerHybrid$237M
- 11463Taylor Frigon Capital Management LLCPrivate fund adviser$233M
- 11513Amplify Financial, LLCWealth managerHybridAshton Thomas Securities, LLC$231M
- 11517SL CapitalWealth manager$230M
- 11530Wlth Capital Management, LLCWealth manager$230M
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