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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- 13746Total Wealth SolutionsWealth managerWrap sponsorHybrid$148M
- 13778Holbrook Global StrategiesWealth managerNo custodian reported$147M
- 13782Bucher Wealth AdvisorsWealth managerWrap sponsor$147M
- 13789Stone Steps Financial, LLCWealth manager$147M
- 13807Westbound Equity Management, LLCPrivate fund adviserNo custodian reported$146M
- 13808FMB Retirement ServicesAsset manager$146M
- 13830Cornerstone Wealth Advisors, Inc.Wealth manager$146M
- 13857Wulff, Hansen & Co.Broker-dealer firmHybrid$145M
- 13870Scenic Management LLCBroker-dealer firmAffiliated broker-dealerBattery East Group, LLCNo custodian reported$145M
- 13890Haven Capital GroupWealth manager$144M
- 13896Aqua Capital AdvisorsWealth manager$144M
- 13900Procore Advisors, LLCWealth manager$144M
- 13901FOG City Advisors, LLCWealth manager$144M
- 13907Mayfield Advisors, Inc.Wealth manager$143M
- 13925Appian Way FinancialWealth manager$143M
- 13928Ultra Advisory GroupWealth managerWrap sponsor$143M
- 13935Rittmann Capital Management CoWealth manager$142M
- 13938RJ Patterson GroupWealth managerHybrid$142M
- 13950Syndicated Capital, Inc.Broker-dealer firmHybridNo custodian reported$142M
- 13962Partnership Capital Growth Investors Management, LLCPrivate fund adviserHybridPartnership Capital Growth, LLCNo custodian reported$142M
- 13967Bourke Wealth ManagementWealth manager$141M
- 13970St. Clair FinancialWealth manager$141M
- 13971Derive WealthWealth manager$141M
- 13981Entrust Investment Services, IncWealth manager$141M
- 13991Mestmaker & Petrey Wealth AdvisorsWealth manager$141M
- 13992Sherman Asset Management, Inc.Wealth manager$141M
- 14010Bosman Wealth Management, LLCWealth manager$140M
- 14015Claremont Financial Group,inc.Wealth managerHybrid$140M
- 14021Legacy PCG, LLCWealth manager$140M
- 14031Sikorski Wealth Management, LLCWealth manager$140M
- 14083Maya Advisors, Inc.Wealth manager$138M
- 14089Tano Capital, LLCAsset manager$138M
- 14091Giving Tree Wealth AdvisorsWealth managerHybrid$138M
- 14098Stock Farm Partners LLCPrivate fund adviserNo custodian reported$138M
- 14101Apple & AssociatesWealth manager$138M
- 14113Wallender, Timothy JosephWealth manager$137M
- 1411921 West Wealth Management LLCWealth manager$137M
- 14124Ascension Wealth Partners, LLCWealth manager$137M
- 14126Cooke Wealth Management, LLCWealth manager$137M
- 14143Brooker Wealth ManagementWealth managerHybrid$136M
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