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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- 13286Tessara WealthWealth manager$162M
- 13304Fell Capital ManagementWealth manager$162M
- 13310Blom & Howell Financial Planning, Inc.Wealth managerWrap sponsor$161M
- 13314Clearpath Capital Partners LLCWealth manager$161M
- 13348Clairmont Capital Group, LLCPrivate fund adviserNo custodian reported$160M
- 13372RAI Wealth ManagementWealth manager$160M
- 13413Sonoma Private Wealth LLCWealth manager$158M
- 13415Zermatt Wealth PartnersWealth manager$158M
- 13420Fc360 Wealth Management, Inc.Wealth managerNo custodian reported$158M
- 13426Fonte Financial AdvisorsWealth manager$158M
- 13430M2 Capital AdvisorsAsset manager$158M
- 13454Crosspoint Financial, LLCWealth managerHybrid$157M
- 13456Finec Asset ManagementWealth manager$157M
- 13503Natural Bridges Financial AdvisorsWealth manager$156M
- 13522Walk-On Capital, LLCPrivate fund adviserNo custodian reported$155M
- 13524Merrithew & Thorsten, Inc.Wealth manager$155M
- 13525Impact Fiduciary LLCWealth manager$155M
- 13528Decision Investments, Inc.Wealth manager$155M
- 13533Lake Avenue Financial LLCWealth manager$155M
- 13545Newbury Capital Management, LLCWealth managerAffiliated broker-dealer$154M
- 13549MCT Entertainment Advisors LLCAsset managerNo custodian reported$154M
- 13553Millennium Investment ServicesWealth manager$154M
- 13565Alessandra Capital Management, LLCWealth managerHybrid$154M
- 13566R.H. Dinel Investment Counsel,inc.Wealth manager$154M
- 13568Arta FinanceWealth manager$153M
- 13571Clear Retirement Advice LLCWealth manager$153M
- 13579Stewardship Wealth Management SolutionsWealth managerHybrid$153M
- 13595Garner Financial ManagementWealth manager$153M
- 13603J K R & Company, Inc.Broker-dealer firmHybrid$152M
- 13609Dimensions Wealth Management, LLCWealth managerHybrid$152M
- 13613Chrome AdvisorsWealth manager$152M
- 13619Redwood Coast Financial PartnersWealth managerWrap sponsor$152M
- 13627Classic FinancialWealth manager$152M
- 13630Red Crane Wealth Management, LLCWealth managerWrap sponsor$152M
- 13636Redwood Grove Wealth ManagementWealth manager$151M
- 13657Carmandalian Financial Group, LLCWealth manager$151M
- 13699Onesource Wealth ManagementWealth manager$150M
- 13716Sidoxia Capital Management, LLCWealth manager$149M
- 13736Tax Efficient Asset Management Solution, Inc.Wealth manager$148M
- 13744Broadwing Capital Advisors, Inc.Wealth manager$148M
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