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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- 12877Kelsey Financial, LLCWealth manager$176M
- 12905CTA Wealth Advisors, Inc.Wealth managerHybrid$175M
- 12913Power Asset Management LLCWealth manager$175M
- 12936Wedgewood Asset Management, LLCPrivate fund adviserNo custodian reported$175M
- 12939Port Street Investments, LLCAsset managerNo custodian reported$174M
- 12957Ivanoff Wealth Management Inc.Wealth manager$174M
- 12958Infinity Financial Services AdvisoryWealth managerHybridInfinity Securities, Inc.$174M
- 12966Anchor Point FinancialWealth manager$174M
- 12974IFCWealth manager$173M
- 12983International Asset ManagementWealth manager$173M
- 12996Counter Global, L.P.Private fund adviserNo custodian reported$173M
- 13003Acuta Capital Partners, LLCPrivate fund adviserNo custodian reported$173M
- 13011Wealthguard Advisors, Inc.Wealth manager$172M
- 13013Prosperity Road, LLCWealth manager$172M
- 13014Larsen Wealth ManagementWealth manager$172M
- 13021Clayton Partners LLCWealth manager$172M
- 13032Crawford Financial Planning & ConsultingWealth manager$172M
- 13033Cavu Wealth Advisors, LLCWealth manager$172M
- 13048Entruity Wealth, LLCWealth managerHybrid$171M
- 13064RMR Capital Management LLCWealth manager$171M
- 13066MCM WealthWealth manager$171M
- 13069Taylor Wealth Management, LLCWealth manager$171M
- 13070IGW Advisory Investment Management LLCWealth manager$171M
- 13077Redwood Park AdvisorsWealth manager$170M
- 13087Del MAR Wealth Management IncWealth manager$170M
- 13092Embarcadero Financial GroupWealth managerHybrid$170M
- 13094The ChartistWealth managerNo custodian reported$170M
- 13102Avise FinancialWealth manager$169M
- 13124Staines Financial, LLCPrivate fund adviserNo custodian reported$169M
- 13150Financial ZenWealth manager$168M
- 13157Hanke & Apolonio Wealth Advisors LLCWealth manager$167M
- 13166Catalyst Wealth Advisors LLCWealth manager$167M
- 13172Boyer Financial Services, Inc.Wealth manager$167M
- 13175SAS Financial Advisors, LLC.Wealth manager$167M
- 13187Epic FundsPrivate fund adviserNo custodian reported$166M
- 13216Olive Street Capital Partners LLCWealth manager$165M
- 13233SLO Money ManagersWealth manager$165M
- 13235Shima Capital Management LLCPrivate fund adviserNo custodian reported$165M
- 13269Decamilla Capital Management LLCWealth manager$163M
- 13282Dedicated Capital Advisors, LLCWealth manager$162M
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