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.
403 firms manage $1.1 trillionOhio
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- 9076JPS Financial, LLCWealth manager$377M
- 9083Strategic Planning, Inc.Wealth managerWrap sponsor$377M
- 9085Kleinfelder Capital, Inc.Wealth managerWrap sponsorHybrid$377M
- 9101Viking Partners AdvisorsPrivate fund adviserNo custodian reported$375M
- 9141Union Strategic AdvisorsWealth managerWrap sponsor$372M
- 9144Warther Private WealthWealth managerHybridNo custodian reported$371M
- 9159Rebel Financial, LLCWealth manager$370M
- 9181Ruggaard & AssociatesWealth manager$369M
- 9244Croak CapitalWealth managerWrap sponsorHybrid$364M
- 9255Leclair Wealth PartnersWealth managerWrap sponsorHybrid$363M
- 9259Presper Financial Architects, LLCWealth managerWrap sponsor$363M
- 9286Jessup Wealth ManagementWealth managerWrap sponsor$360M
- 9330Alcyon Wealth PartnersWealth manager$356M
- 9331Fourth Dimension Wealth, LLCWealth managerHybrid$356M
- 9424EGI Financial, Inc.Wealth managerHybridAmerican Heritage Securities, Inc.$349M
- 9476Hicks Capital Management, LLCWealth managerHybrid$345M
- 9485Kellett Wealth Advisors, LLCWealth manager$344M
- 9499Coordinated Financial Planning CorpWealth manager$343M
- 9525Eukles Asset Management, LLCWealth managerWrap sponsorHybridEukles Wealth Management$341M
- 9554Empeiria Capital Management, LLCPrivate fund adviserNo custodian reported$339M
- 9680Elios Financial Group, Inc.Wealth managerWrap sponsorHybrid$332M
- 9687Cambridge Financial Group, Inc.Wealth managerWrap sponsor$331M
- 9733Artifex Financial Group, LLCWealth manager$329M
- 9756Ardent Capital Management, Inc.Wealth manager$327M
- 9800Brown Financial Advisors, LLCWealth manager$323M
- 9812Kapstone Financial Advisors LLCWealth manager$322M
- 9893Swisher Financial Concepts, Inc.Wealth managerHybrid$317M
- 9934Horter Investment Management, LLCWealth manager$314M
- 10029Generations Wealth, LLCWealth manager$308M
- 10088Future Finances IncWealth managerHybridNo custodian reported$305M
- 10090Sims Investment Management LLCWealth manager$305M
- 10161Spreng Capital Management, Inc.Wealth manager$300M
- 10165Birchcreek Wealth Management, LLCWealth manager$300M
- 10183Kovalcik & Geraghty Wealth Partners LLPWealth manager$299M
- 10185Gatepass Capital, LLCWealth manager$299M
- 10269Resolute Wealth Advisor, Inc.Wealth manager$294M
- 10323Mbia Capital AdvisorsWealth manager$290M
- 10346North Star Advisory Group, LLCWealth manager$289M
- 10401Schulhoff & Co IncWealth manager$286M
- 10409Wesbanco Securities, Inc.Broker-dealer firmHybrid$286M
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