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.
392 firms manage $6.1 trillionNew Jersey
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- 7212Manteio Scalable Technologies LLCAsset manager$583M
- 7230Able Wealth Management LLCWealth manager$580M
- 7335Reedmark Advisors, LLCAsset managerHybrid$565M
- 7359Dumont & Blake Investment Advisors LLCWealth manager$562M
- 7368Bulldog Investors, LLPAsset manager$561M
- 7428Pegasus Asset Management IncWealth manager$554M
- 7433TSP Capital Management Group, LLCWealth manager$553M
- 7500Shorehaven Wealth Partners, LLCWealth manager$542M
- 7518WBI Investments, LLCWealth manager$540M
- 7520NCM Capital Management, LLCWealth manager$539M
- 7525Access WealthWealth managerHybrid$539M
- 7526Mountain Hill Investment PartnersWealth manager$539M
- 7559Mezzasalma AdvisorsWealth manager$534M
- 7623Sophron Capital ManagementPrivate fund adviserNo custodian reported$527M
- 7686Alliance Wealth Management Group, LLCWealth managerHybrid$517M
- 7800Accretive Wealth Partners, LLCWealth manager$505M
- 7801Black Coral Financial Advisors, LLCWealth managerNo custodian reported$504M
- 7837Scientech Research LLCPrivate fund adviserNo custodian reported$499M
- 7863Cherrydale Wealth Management, LLCWealth manager$495M
- 7884Manteio Capital LLCPrivate fund adviserNo custodian reported$493M
- 7909Cypress Financial PlanningWealth manager$490M
- 8006Asset Advisory Group, Inc.Wealth manager$480M
- 8082BCS Private Wealth ManagementWealth manager$470M
- 8175Saiph Capital, LLCWealth manager$459M
- 8208Worth Venture Partners, LLCPrivate fund adviserNo custodian reported$456M
- 8212Mullooly Asset Management, Inc.Wealth manager$456M
- 8223Signature Wealth Management Partners, LLCWealth managerWrap sponsorHybrid$454M
- 8272Quaker Wealth Management LLCWealth manager$449M
- 8319Sage Residential Management LLCPrivate fund adviserNo custodian reported$444M
- 8321Credit Capital InvestmentsPrivate fund adviser$444M
- 8338Selkirk Management, LLCPrivate fund adviserNo custodian reported$443M
- 8389TA Capital Management, LLCWealth manager$439M
- 8421Precision Financial ServicesWealth managerWrap sponsorHybrid$436M
- 8422Princeton Capital Management LLCWealth manager$435M
- 8509Omni 360 Wealth, Inc.Wealth manager$426M
- 8522Paradigm Investment Advisory, LLCWealth managerWrap sponsorHybrid$425M
- 8539Sindia Capital Advisers, LLCAsset manager$423M
- 8557Giverny Capital AdvisorsWealth managerNo custodian reported$421M
- 8577Ridgewood InvestmentsWealth manager$419M
- 8592Onex Credit Advisor, LLCAsset managerNo custodian reported$418M
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