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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- 13057PEB Capital Management LLCWealth manager$171M
- 13090Tactical Fund Advisors, LLCAsset managerNo custodian reported$170M
- 13091Turnstone FinancialWealth manager$170M
- 13115McCarley & Cook Financial PlannersWealth manager$169M
- 13126Meyer Gates Financial Advisors, IncWealth manager$169M
- 13164Safe Harbor Wealth Advisors, LLCWealth manager$167M
- 13206Vision Financial Management, LLCWealth managerWrap sponsorHybrid$166M
- 13210M.K. Brown Wealth AdvisoryWealth managerWrap sponsorHybrid$166M
- 13263Bell City Wealth, Inc.Wealth manager$163M
- 13267Libertas Wealth Management Group, Inc.Wealth managerWrap sponsor$163M
- 13293Shepherd Wealth ManagementWealth manager$162M
- 13350M3 Wealth ManagementWealth managerHybrid$160M
- 13351Harding Financial GroupWealth manager$160M
- 13391HDA Wealth Management, LLCWealth managerHybrid$159M
- 13393SKA Financial Services,inc.Wealth managerHybridSKA Securities, Inc.$159M
- 13520Richwood Investment Advisors, LLCWealth manager$155M
- 13561Worthington Wealth ManagementWealth manager$154M
- 13564Graver Capital Management, LLCWealth managerHybrid$154M
- 13614Infinity Wealth Counsel, LLCWealth manager$152M
- 13677Atlantis Wealth Advisors LLCWealth managerHybrid$150M
- 13722Compass Financial Group, Inc.Wealth managerHybrid$149M
- 13725Peerless WealthWealth managerHybrid$149M
- 13768Rabe Investment Consulting GroupWealth managerWrap sponsor$147M
- 13798The Wealth Advantage Group, Inc.Wealth manager$146M
- 13836Chapman & Chapman Advisors LLCWealth manager$146M
- 13867Egsi Investment ManagementWealth manager$145M
- 13871Columbus Street Wealth Management, LLCWealth manager$145M
- 14025Ross Wealth Advisors, LLCWealth managerWrap sponsor$140M
- 14026Monetary Solutions, LTD.Wealth manager$140M
- 14077SWP Investment Management LLCAsset managerNo custodian reported$138M
- 14141Vanweelden Wealth Management, LLCWealth manager$136M
- 14201Schmitt Wealth Advisers, LLCWealth manager$135M
- 14329Bison Wealth Management, LLCWealth manager$131M
- 14339Mench Financial IncWealth manager$131M
- 14340Lincoln Douglas Investments, LLCBroker-dealer firmHybridLincoln Douglas Investments, LLC$131M
- 14345Messmer Capital Advisors LLCWealth manager$130M
- 14360Seven Hills Capital AdvisorsWealth manager$130M
- 14390Alpha Asset ManagementWealth managerHybridAmerican Heritage Securities, Inc.$129M
- 144572 Knights Wealth Management, LLCWealth manager$127M
- 14458Sabre Asset Management LLCWealth manager$127M
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