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
Open in the Atlas screenerAtlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas
- 11567Meixler Investment Management, LTD.Wealth managerWrap sponsor$228M
- 11700Sharpepoint, LLCWealth manager$223M
- 11752Intrinsic Value Partners, LLCWealth manager$221M
- 11769Family Office Investment Advisory LLCAsset manager$220M
- 11872Levin Funding Group LLCWealth manager$215M
- 11939Mathis Wealth ManagementWealth managerHybrid$213M
- 11944Harding Wealth, Inc.Wealth manager$213M
- 12026Babb Wealth Advisors LLCWealth managerWrap sponsor$209M
- 12047Financial Life PlannersWealth manager$208M
- 12258AIO Financial, LLCWealth manager$199M
- 12292Preston InvestmentsWealth manager$198M
- 12313Bradley Wealth LLCWealth manager$197M
- 12352Westmark Wealth ManagementWealth manager$195M
- 12392Dynamic Wealth AdvisorsWealth manager$193M
- 12523Bledsoe Asset Management, LLCWealth manager$189M
- 12596Arcwood Financial, LLCAsset manager$187M
- 12598Accordant Investments LLCAsset managerHybridNo custodian reported$186M
- 12612Hillspring Financial, Inc.Wealth manager$186M
- 12734Spahn Wealth & Retirement LLCWealth manager$181M
- 12745Cole Wealth Management, LLCWealth managerNo custodian reported$181M
- 12780C2c Wealth Management, LLCWealth managerHybrid$180M
- 12963Blakely Walters Wealth ManagementWealth managerHybrid$174M
- 12965Pravati Capital LLCPrivate fund adviserNo custodian reported$174M
- 12993Ridgeline Private WealthWealth manager$173M
- 13001Wealth Management SolutionsWealth manager$173M
- 13020Ascent Capital Partners, LLCPrivate fund adviser$172M
- 13034Scottsdale Wealth Planning, Inc.Wealth manager$172M
- 13060Wealth Engineering, LLCWealth manager$171M
- 13147Lilliano Capital Management LLCWealth manager$168M
- 13204Vestpointe Wealth Management, LLCWealth managerBank-affiliated$166M
- 13231Wilkinson Wealth Management, LLCWealth manager$165M
- 13312Farnam FinancialWealth managerWrap sponsor$161M
- 13441Trinity Capital Adviser LLCAsset managerNo custodian reported$158M
- 13472Profocus IncorporatedWealth managerHybrid$157M
- 13498Taurum Retirement Partners, LLCWealth manager$156M
- 13567Wise Wealth Partners, LLCWealth managerWrap sponsor$153M
- 13591Sierra Legacy GroupWealth managerHybrid$153M
- 13660Prosper Private WealthWealth manager$151M
- 13669CSP Financial Group LLCWealth manager$151M
- 13674Optima Capital ManagementWealth manager$150M
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