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.
212 firms manage $511 billionArizona
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- 13683Union Capital CompanyBroker-dealer firmHybrid$150M
- 13911Martinsen Wealth ManagementWealth managerWrap sponsor$143M
- 13945Foothills Advisors, LLCWealth manager$142M
- 13948Fortress Financial Solutions, LLCWealth manager$142M
- 13990Immaculate Wealth Management, LLCWealth managerHybrid$141M
- 14058Saratoga Capital Management, LLCAsset managerNo custodian reported$139M
- 14059Wisdom Wealth Investment Advisors LLCWealth manager$139M
- 14088Arbor Wealth Management, LLCWealth manager$138M
- 14144Bridgelight Capital LLCWealth managerWrap sponsor$136M
- 14216Almega Wealth ManagementWealth manager$134M
- 14267Degreen Private Wealth, LLCWealth manager$133M
- 14426IDX AdvisorsAsset managerHybridNo custodian reported$128M
- 14441GPS InvestmentsWealth managerHybrid$128M
- 14455Luminescent Wealth Management, Inc.Wealth manager$127M
- 14775Form Prosperity Wealth Advisors, LLCWealth manager$119M
- 14786Redeem Wealth ManagementWealth manager$119M
- 14931Schulz Financial GroupWealth manager$115M
- 14948Endeavor Advisors LLCWealth manager$114M
- 14960Alpha FiduciaryWealth manager$114M
- 14963Financial Planning First, LLCWealth managerWrap sponsor$114M
- 15016O'connor Capital Advisory, LLCWealth manager$112M
- 15049Spirit West Advisors, LLCWealth manager$111M
- 15281Haws Financial Planning LLCWealth manager$105M
- 15313Asterozoa ManagementAsset managerNo custodian reported$104M
- 15393Suttle Crossland Wealth Advisors, LLCWealth manager$101M
- 15395Ensign Advisory Partners LLCWealth manager$101M
- 15407Miller Wealth ManagementWealth managerWrap sponsor$100M
- 15415Next UP Wealth Advisors, LLCWealth manager$100M
- 155123roots Wealth Partners LLCWealth manager$93M
- 15593Titan Capital ManagementWealth manager$84M
- 15673Vora Wealth Management, PLLCWealth managerNo custodian reported$75M
- 15683Acrylic Financial, Inc.Wealth managerHybridBrooklight Place Securities, Inc.$74M
- 15748Resq Investment Partners, LLCAsset managerHybridVision 4 Fund Distributors LLCNo custodian reported$66M
- 15834Embark Wealth Management, LLCWealth manager$57M
- 15972Secure Investment Management, LLCWealth manager$43M
- 16167Xcellerant Ventures, LLCPrivate fund adviserNo custodian reported$26M
- 16194Legacy Cornerstone Wealth LLCWealth manager$22M
- 16211Taylor Frigon Family Office, LLCWealth manager$20M
- 16230Public Safety Financial/gallowayWealth manager$18M
- 16250LGM Capital Management LLCAsset managerNo custodian reported$15M
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