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.
300 firms manage $585 billionVirginia
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
- 7496Juno Financial Group LLCWealth manager$542M
- 7542Redmond Asset Management, LLCWealth manager$537M
- 7579Founders Grove Wealth Partners, LLCWealth manager$532M
- 7590Cap91 Partners Management LLCPrivate fund adviserNo custodian reported$531M
- 7606Benefit Fiduciary Group LLCAsset manager$529M
- 7655McLaughlin Ryder Investments, Inc.Broker-dealer firmHybrid$522M
- 7701The Main Street GroupWealth managerHybrid$515M
- 7742Chase Investment Counsel CorporationWealth manager$510M
- 7767Wealthcrest Financial Services, LLCWealth managerHybridNo custodian reported$508M
- 7772Pine Harbor Wealth Management LLCWealth manager$507M
- 7793Selby Lane Capital, LLCPrivate fund adviserHybridNo custodian reported$505M
- 7796Bellars Harris Wealth ManagementWealth managerWrap sponsor$505M
- 7980The Lewis Financial GroupWealth managerWrap sponsor$482M
- 7986AMJ Financial Wealth Management LLCWealth managerWrap sponsorHybrid$482M
- 7998Courage Miller Partners, LLCWealth manager$481M
- 8018Midatlantic Capital Management, Inc.Asset manager$477M
- 8069Mason & Associates, LLCWealth manager$471M
- 8083Taylor Hoffman Capital ManagementWealth manager$470M
- 8104Sands Capital Horizons, LLCWealth manager$467M
- 8108Z3 Capital PartnersWealth managerWrap sponsor$467M
- 8135Colonial River Wealth Management LLCWealth managerWrap sponsorHybrid$464M
- 8220Selective Wealth Management, Inc.Wealth manager$455M
- 8417Ravenswood Partners LPAsset manager$436M
- 8518Buttonwood WealthWealth managerWrap sponsorHybrid$425M
- 8541Sagevest Wealth ManagementWealth manager$423M
- 8563Acima Private Wealth LLCWealth managerWrap sponsorNo custodian reported$420M
- 8587Aspect Partners, LLCWealth managerHybrid$418M
- 8675Taylor Financial Group, Inc.Wealth managerWrap sponsor$410M
- 8679Professional Financial Solutions, LLCWealth manager$410M
- 8697Heritage Financial LLCWealth manager$408M
- 8749Alexander Randolph Advisory IncWealth manager$404M
- 8754Brown Edwards Wealth StrategiesWealth manager$403M
- 8794Golden Spark InsightsAsset managerNo custodian reported$400M
- 8857Reframe Wealth, LLCWealth managerWrap sponsor$395M
- 8858Clarion Wealth Management PartnersWealth managerWrap sponsor$395M
- 8860Abich Financial Wealth Management, LLCWealth manager$395M
- 8862Hunter Lewis LLCAsset manager$395M
- 8876Virginia Wealth Management Group, Inc.Wealth managerWrap sponsor$394M
- 8935Sentinel Wealth Management, Inc.Wealth manager$389M
- 8976Wills Financial Group, LLCWealth manager$386M
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