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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- 14596Zuckerman Capital Management, LLCWealth manager$123M
- 14598Gallagher Wealth ManagementWealth manager$123M
- 14602Pacific Specialty Investment Group, LLCWealth manager$123M
- 14605Davies Financial Advisors, Inc.Wealth manager$123M
- 14610Bretton Capital ManagementAsset managerNo custodian reported$123M
- 14611Sunstone Advisors, LLCPrivate fund adviserHybridNo custodian reported$123M
- 14613Enduring Wealth AdvisorsWealth managerHybrid$123M
- 14615Contango Wealth Management LLCWealth manager$123M
- 14622Every Securities LLCAsset managerHybrid$123M
- 14625Trillium InvestmentsWealth managerHybrid$123M
- 14640Bridgeview Capital Advisors, Inc.Wealth manager$122M
- 14651Cambrian Asset Management, Inc.Private fund adviserNo custodian reported$122M
- 14662Twin Rivers Wealth ManagementWealth manager$122M
- 14666Wealth Script AdvisorsWealth manager$121M
- 14667Matrix Planning IncWealth manager$121M
- 14674Life Strategies, Inc.Wealth manager$121M
- 14702Tweet Management Services, Inc.Wealth manager$121M
- 14706Fullerton Advisors, LLCWealth manager$120M
- 14708Dachtler Wealth Advisors, LLCWealth managerHybrid$120M
- 14709Goldberg Financial Advisors, LLCWealth manager$120M
- 14716Mile Wealth ManagementWealth manager$120M
- 14719Sasser Investment Management, Inc.Wealth manager$120M
- 14722Newport Asia LLCPrivate fund adviserNo custodian reported$120M
- 14728Goldman Wealth ManagementWealth manager$120M
- 14734DCA Family Office, LLCAsset managerNo custodian reported$120M
- 14737Schauer Investment Management, Inc.Wealth manager$120M
- 14746Triad Investment Management, LLCWealth manager$120M
- 14751Stoic Point Capital Management LLCPrivate fund adviser$119M
- 14756Enspire Wealth Management, LLCWealth manager$119M
- 14789Vantage Financial GroupWealth manager$119M
- 14796Terrafirma Wealth PartnersWealth manager$118M
- 14798MCM Advisers, LPPrivate fund adviserNo custodian reported$118M
- 14812Ark Wealth Advisors, LLCWealth manager$118M
- 14817AK Global Asset Management, LLCWealth manager$118M
- 14836PMB AdvisorsWealth manager$117M
- 14842Crosspoint Capital ManagementAsset manager$117M
- 14854Allpoint Financial GroupWealth managerHybrid$117M
- 14855Investment Managers Group, LLCWealth managerHybrid$117M
- 14856NIM Wealth SolutionsWealth managerWrap sponsor$117M
- 14858Align Wealth Management, LLCWealth manager$117M
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