Free from Atlas · SEC filings as of October 1, 2026
The RIA database
Atlas 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.
196 firms manage $3.6 trillionMissouri
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
- 9703Broadview Management, LLCPrivate fund adviserNo custodian reported$330M
- 9741Sterneck Capital Management LLCWealth manager$328M
- 9757Wilkerson Advisory Group LLCWealth manager$327M
- 97981248 Partners, LLCPrivate fund adviserAffiliated broker-dealerMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)No custodian reported$323M
- 9847Vista Finance, LLCWealth managerBank-affiliated$320M
- 9923Cornerstone Select Advisors, LLCAsset manager$315M
- 9956Brady Family Wealth, LLCWealth managerWrap sponsor$313M
- 10047Craft & Sage WealthWealth manager$307M
- 10147Cauble & Harre Wealth Management, Inc.Wealth manager$301M
- 10230The Yanker GroupWealth managerWrap sponsorHybrid$296M
- 10262Eagle Bluffs Wealth Management LLCWealth manager$294M
- 10355Philip Vongontard, CFA, LLCWealth manager$289M
- 10366Moelis Asset Catalyst PartnersPrivate fund adviserAffiliated broker-dealerMoelis & Company LLCNo custodian reported$288M
- 10498Trinity Wealth Advisors LLCWealth manager$282M
- 10552Aquilant AdvisorsWealth managerHybrid$279M
- 10581Universal Financial Advisors, LLCWealth managerHybrid$277M
- 10715Mader & Shannon Wealth ManagementWealth managerHybrid$269M
- 10817Lewis & Clark Partners, LLCPrivate fund adviserNo custodian reported$263M
- 10907Equity Wealth Partners, LLCWealth managerHybrid$259M
- 11156Baum Capital Partners Management, LLCPrivate fund adviserNo custodian reported$247M
- 11428St. Louis Financial Planners Asset Management, LLCWealth manager$234M
- 11457Sundvold FinancialWealth managerNo custodian reported$233M
- 11541Sterling Investment Advisors,llcWealth manager$229M
- 11746McCartney Wealth Management LLCWealth manager$221M
- 11776Ekon Advisors, LLCAsset managerHybrid$220M
- 11984Wealthcare Asset Management, LLCWealth manager$211M
- 11985Renaud & Company, LLCWealth manager$211M
- 12048SFC Financial LLCWealth manager$208M
- 12141Commercial Trust Financial ServicesWealth managerBank-affiliatedHybrid$204M
- 12191Maxele Advisors, LLCWealth manager$202M
- 12441Belmont Private WealthWealth manager$192M
- 12513Daytona Street CapitalWealth manager$189M
- 12657The Worley Banks Group, LLCWealth manager$184M
- 12838Conway Financial Group, LLCWealth manager$178M
- 12880Mackay Financial Planning, LLCWealth manager$176M
- 12893Profusion Private WealthWealth manager$176M
- 12969RLB FinancialWealth manager$174M
- 13008White Sand Wealth ManagementWealth manager$172M
- 13053Wilsquare Capital LLCPrivate fund adviserNo custodian reported$171M
- 13065Toberman Becker Wealth, LLCWealth manager$171M
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