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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- 13961Equity Advisors of Kentucky IncWealth manager$142M
- 13962Partnership Capital Growth Investors Management, LLCPrivate fund adviserHybridPartnership Capital Growth, LLCNo custodian reported$142M
- 13963Think Different Financial PlanningWealth manager$142M
- 13964Kelly Park Investment LLCPrivate fund adviserHybridNo custodian reported$142M
- 13965Integrated Financial Consulting, LLCWealth manager$141M
- 13966Clarity Investments + Planning LLCWealth manager$141M
- 13967Bourke Wealth ManagementWealth manager$141M
- 13968Olympus Peaks Financial, LLCWealth manager$141M
- 13969MJB Asset Management LLCWealth manager$141M
- 13970St. Clair FinancialWealth manager$141M
- 13971Derive WealthWealth manager$141M
- 13972Markle Financial LLCWealth manager$141M
- 13973$141M
- 13974Storms & Rowdon Financial Services, Inc.Wealth manager$141M
- 13975Gary L. GreenbergWealth manager$141M
- 13976Hawthorn Capital Management, LLCWealth manager$141M
- 13977Littlefield Asset Management, Inc.Wealth manager$141M
- 13978Dougherty Investment AdvisorsWealth manager$141M
- 13979Mercurio Wealth AdvisorsWealth managerWrap sponsor$141M
- 13980Marathon Wealth Partners, IncWealth manager$141M
- 13981Entrust Investment Services, IncWealth manager$141M
- 13982Lifeplan Financial, LLCWealth manager$141M
- 13983Clement Street Capital LLCWealth manager$141M
- 13984Fortune Financial Group, Inc.Wealth manager$141M
- 13985Liberty Asset ManagementWealth managerHybrid$141M
- 13986Additive Advisory PBCPrivate fund adviser$141M
- 13987Stability Partners Advisory Group, LLCWealth manager$141M
- 13988Wolverine Wealth Advisory Services Inc.Wealth manager$141M
- 13989Wilmington Trust Investment ManagementWealth managerBank-affiliatedAffiliated broker-dealerM&t Securities, Inc., Wilmington Trust Investment Advisors, Inc.$141M
- 13990Immaculate Wealth Management, LLCWealth managerHybrid$141M
- 13991Mestmaker & Petrey Wealth AdvisorsWealth manager$141M
- 13992Sherman Asset Management, Inc.Wealth manager$141M
- 13993DLK Investment Advisors, LLCWealth manager$141M
- 13994Vertis Wealth, LLCWealth manager$141M
- 13995Clear Sky Financial, LPWealth manager$141M
- 13996RSG Investments LLCWealth manager$141M
- 13997Actitrust Wealth Management LLCAsset managerHybrid$141M
- 13998Millington Securities, LLCAsset managerNo custodian reported$141M
- 13999Steele Street Capital LLCBroker-dealer firm$140M
- 14000Plan First Wealth LLCWealth manager$140M
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