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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- 14154Wealthrise Financial Planning, LLCWealth manager$136M
- 1415615 EquityWealth managerHybrid$136M
- 14167Fairlight AdvisorsAsset manager$136M
- 14181Light Capital LLCWealth manager$135M
- 14186Crystal Cove Asset ManagementWealth manager$135M
- 14187Dreamers Management LLCPrivate fund adviserNo custodian reported$135M
- 14192Colton Wealth ManagementWealth manager$135M
- 14196Altum Wealth AdvisorsWealth managerHybrid$135M
- 14214Clarion Advisors Inc.Wealth manager$134M
- 14220CIM Capital SA Management, LLCAsset managerHybridCCO Capital, LLC, CIM Group (australia) PTY LTDNo custodian reported$134M
- 14228Murray Financial Services, IncWealth manager$134M
- 14232Lewis Financial, LLCWealth managerWrap sponsorHybrid$134M
- 14242Garhwal, Chan & Williams Inc.Wealth manager$134M
- 14279Stites Financial ConsultingWealth manager$132M
- 14294Schmitz Capital Partners, LLCWealth managerHybridNo custodian reported$132M
- 14306Corinthian Wealth ManagementWealth managerNo custodian reported$132M
- 14310AWR Investment Management, LLCWealth manager$132M
- 14316Warm Springs Advisors Inc.Wealth manager$131M
- 14362Aria Wealth ManagementWealth managerNo custodian reported$130M
- 14372Vida Wealth Partners, Inc.Wealth managerHybrid$130M
- 14379Burlingame Wealth Management, LLCPrivate fund adviser$129M
- 14388RSC Asset Management Group, LLCPrivate fund adviserNo custodian reported$129M
- 14397Wolfgang CapitalWealth manager$129M
- 14407Prospettiva FinancialWealth manager$129M
- 14409Banta Asset Management LPWealth manager$129M
- 14420IG Better Future Management, LLCPrivate fund adviserNo custodian reported$128M
- 14433Harbor Hills Financial AdvisorsWealth manager$128M
- 14434Opus Private Wealth Group, LLCWealth managerWrap sponsor$128M
- 14452WE Financial GroupWealth manager$127M
- 14459Fairchild Financial Advisors, Inc.Wealth managerWrap sponsorHybrid$127M
- 14462Wright Wealth Strategies, LLCWealth managerHybrid$127M
- 14466Double Bay Management & PlanningWealth manager$127M
- 14470Miller Financial Services, Inc.Wealth manager$127M
- 14471Kingsford Capital Management, LLCAsset manager$127M
- 14497Shepherd Street AdvisorsWealth manager$126M
- 14506Thielen Capital CorporationWealth manager$126M
- 14516Hyphen Wealth ManagementWealth manager$126M
- 14538East Beach Asset Management, LLCAsset managerNo custodian reported$125M
- 14579Infinity 8 Investments, LLCWealth managerWrap sponsor$124M
- 14591Candide GroupWealth manager$124M
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