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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- 11426Primestor Investment Management, LLCPrivate fund adviserNo custodian reported$234M
- 11427Capital Management Advisor Group, LLCWealth manager$234M
- 11448Walker Financial Advisors IncWealth manager$233M
- 11450Aspirean Wealth, LLCWealth manager$233M
- 11454WE Alliance Wealth Advisors, Inc.Wealth manager$233M
- 11462Klein Pavlis & Peasley Financial, Inc.Wealth manager$233M
- 11465Foundry Financial LLCWealth manager$233M
- 11470Bingham Private Wealth, LLCWealth manager$232M
- 11476Black Impact Group, LLCPrivate fund adviserNo custodian reported$232M
- 11480Conway Capital Management, Inc.Wealth manager$232M
- 11516Redwood Investment Group, IncWealth managerHybrid$230M
- 11520Connective Capital Management, LLCPrivate fund adviserNo custodian reported$230M
- 11545Gideon Capital, LLCPrivate fund adviserNo custodian reported$229M
- 11546Hippocratic Financial AdvisorsWealth manager$229M
- 11557X Advisors, LLCBroker-dealer firmHybrid$229M
- 11575Tenzing GlobalPrivate fund adviserNo custodian reported$228M
- 11587The Wealthgarden F.S. LLCWealth manager$228M
- 11594Echo45 Advisors LLCWealth manager$227M
- 11596Capital CS Group, LLCAsset manager$227M
- 11634D'arcy Capital Management, LLCWealth manager$226M
- 11645Daniel Investment Associates, LLCWealth manager$225M
- 11664Sun Group Wealth Partners LLCWealth managerWrap sponsorHybrid$224M
- 11668Aligne Wealth Advisors Investment Management (awaim)Wealth manager$224M
- 11676Mainstream Capital ManagementWealth managerHybrid$224M
- 11679Wealth Teams AllianceWealth managerHybrid$224M
- 11687Noble Wealth Management, Inc.Wealth managerHybrid$223M
- 11689Branson Frank A IncWealth manager$223M
- 11694Tortuga Wealth ManagementWealth managerWrap sponsorHybrid$223M
- 11698Carey Wealth ManagementWealth managerWrap sponsor$223M
- 11706KMT Wealth Management, LLCWealth manager$222M
- 11712Maclean Capital Advisors, LLCWealth managerHybrid$222M
- 11714Ring Mountain Capital, LLCWealth manager$222M
- 11722Optimize Financial Inc.Asset manager$222M
- 11724Pacific Park Financial, Inc.Wealth manager$222M
- 11737Lyle & Forsyth Investment ManagersWealth manager$221M
- 11738DWR Wealth Management, LLCWealth manager$221M
- 11751Triavera Capital LLCPrivate fund adviserNo custodian reported$221M
- 11754Great Gable Wealth Management, LLCWealth manager$221M
- 11759Incision Capital Management LPPrivate fund adviserNo custodian reported$220M
- 11777RHS Financial, LLCWealth manager$220M
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