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.
271 firms manage $1.2 trillionWashington
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- 12592Sloy Dahl & Holst Holdings, IncPrivate fund adviserNo custodian reported$187M
- 12652Selkirk Wealth Advisors, LLCWealth manager$184M
- 12717Financial Freedom for Dentists LLCWealth manager$182M
- 12788Rare Wolf Capital LLCWealth manager$180M
- 12811The Planner's Edge LLCWealth manager$179M
- 12906Gould Capital, LLCWealth manager$175M
- 12931Stewardship Concepts Financial Services LLCWealth manager$175M
- 12951Opal AdvisorsWealth manager$174M
- 13095Pathmont Investment ManagementWealth manager$170M
- 13155917 Advisory Services LLCWealth manager$168M
- 13265Integrity Wealth Management, Inc.Wealth manager$163M
- 13316TFS Advisors, LLCWealth manager$161M
- 13319Newground Social InvestmentWealth manager$161M
- 13322Capria Ventures LLCPrivate fund adviserNo custodian reported$161M
- 13373Moulton Wealth Management, IncWealth managerWrap sponsor$160M
- 13412Soundpath Retirement Strategies, LLCWealth manager$159M
- 13433Hallett AdvisorsWealth manager$158M
- 13641Sunrise Financial Services LLCWealth managerHybrid$151M
- 13700White & Company Financial Planning, Inc.Wealth manager$150M
- 13711Monson Wealth Management, Inc.Wealth manager$149M
- 13714Bellingham CapitalWealth manager$149M
- 13819Foresee Wealth AdvisorsWealth manager$146M
- 13844Stapp Wealth Management, PLLCWealth manager$145M
- 13917S. R. Schill & Associates, Inc.Wealth manager$143M
- 13921Byrne & Company Wealth Management, LLCWealth manager$143M
- 13949Freedom Asset ManagementWealth managerHybrid$142M
- 13993DLK Investment Advisors, LLCWealth manager$141M
- 14114Johnson & Shute Investment Advisors, Inc.Wealth manager$137M
- 14170HOT Creek Capital, L.L.C.Private fund adviserNo custodian reported$136M
- 14203Fors FinancialWealth manager$135M
- 14292Wealthmark, LLCWealth manager$132M
- 14309Euclidean Technologies Management, LLCAsset managerNo custodian reported$132M
- 14317Middleton & CompanyWealth manager$131M
- 14320Seattle Wealth Management LLCWealth manager$131M
- 14479Brackenwood Capital Management, LLCWealth manager$127M
- 14549Harborview Asset Management LLCWealth manager$125M
- 14558Vorpahl Wing Advisors, Inc.Wealth managerHybridNo custodian reported$124M
- 14575Surience Private Wealth LLCWealth managerWrap sponsor$124M
- 14626Silver Creek Capital Management LLCPrivate fund adviserNo custodian reported$123M
- 14633Integrated Wealth Advisors, LLCWealth manager$122M
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