Free from Atlas · SEC filings as of October 1, 2026
The RIA database
Atlas 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.
57 firms manage $63 billionArkansas
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- 935StephensBroker-dealer firmHybridStephens Europe Limited$18B
- 1418Stephens Investment Management Group, LLCAsset managerHybridStephens Europe Limited, Stephens Inc.$9.5B
- 2159Sowell ManagementWealth managerHybridPrivate Client Services, LLC, Purshe Kaplan Sterling Investments, Inc., clears through National Financial Services (Fidelity), Hilltop Securities$4.8B
- 2622Arvest Wealth ManagementBroker-dealer firmHybrid$3.4B
- 304936 North Capital Management, LLCAsset manager$2.7B
- 3663Greenwood Gearhart, LLCWealth manager$2.0B
- 3783Naviter Wealth, LLCWealth manager$1.9B
- 3975Stephens Group Asset Management, LLCWealth manager$1.7B
- 4235Legacy Capital Wealth Partners, LLCWealth managerHybrid$1.5B
- 4989Foundation Resource Management, Inc.Wealth manager$1.1B
- 5305Bass and Bell, Inc.Wealth manager$1.0B
- 5351Lathrop Investment Management CompanyWealth manager$1.0B
- 5464The Arkansas Financial Group, Inc.Wealth manager$971M
- 5481Hexagon Capital Partners, LLCWealth manager$965M
- 5825TMB Capital Partners, LLCWealth manager$868M
- 5851Meridian Investment AdvisorsAsset manager$862M
- 6906Whiterock Wealth Design, LLCWealth manager$633M
- 7200Newroad Capital Partners, LLCPrivate fund adviserNo custodian reported$584M
- 7299Gilliland Jeter Wealth Management, LLCWealth manager$569M
- 7470Mach-1 Financial Group, LLCWealth managerWrap sponsorHybrid$546M
- 7919Ifrah Financial Services, Inc.Wealth managerNo custodian reported$489M
- 8065Cabana Asset ManagementAsset managerNo custodian reported$472M
- 8271Mustard Seed Wealth ManagementWealth managerBank-affiliated$449M
- 8428Horrell Capital Management, Inc.Wealth manager$435M
- 8958New Wave Wealth AdvisorsWealth managerHybrid$387M
- 9320Applied Capital LLCWealth manager$358M
- 9355Lexington Research and Capital Group, LLCWealth managerNo custodian reported$355M
- 9720Gutierrez Wealth Advisory, LLCWealth managerHybrid$329M
- 10117Clientfirst Wealth Management, LLCWealth manager$303M
- 10662Mendel Capital Management, LLCWealth manager$272M
- 11125Forest Hill Capital, LLCWealth manager$249M
- 11305The Circumference Group LLCPrivate fund adviserNo custodian reported$240M
- 11389Ipsen Advisor GroupWealth managerHybrid$236M
- 11473Millennium Capital Advisors, LLCWealth managerHybrid$232M
- 11630Natural CapitalPrivate fund adviserNo custodian reported$226M
- 11662Financial Management, Inc.Asset managerHybridCrews & Associates, Inc.$224M
- 11860Brown Capital Management, LLCWealth manager$216M
- 12285Lieblong & Associates, Inc.Broker-dealer firmHybrid$198M
- 12743Crews & Associates, Inc.Broker-dealer firmHybridCrews & Associates, Inc.$181M
- 13113Family Legacy PlanningWealth manager$169M
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