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35,912 firm profiles, organized by firm type, state, city, and AUM range. Every profile carries regulatory AUM, team counts, and registration history sourced from public filings and FINTRX research.

RIAs

32,690 FIRMS · $166T AUM

SEC- and state-registered investment advisory firms, with AUM, team composition, asset allocation, and registration data sourced from Form ADV filings and FINTRX research.

CaliforniaCA3,094 FIRMS · $23.1TNew YorkNY2,860 FIRMS · $33.1TTexasTX1,736 FIRMS · $4.5TFloridaFL1,655 FIRMS · $3.7TIllinoisIL935 FIRMS · $7.7TMassachusettsMA874 FIRMS · $18.9T

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Broker-Dealers

3,222 FIRMS · $11.9T AUM

FINRA-registered broker-dealer firms, with rep counts, registration history, and firm structure sourced from public regulatory filings and FINTRX research.

New YorkNY917 FIRMS · $5TCaliforniaCA296 FIRMS · $49.1BFloridaFL269 FIRMS · $518BIllinoisIL211 FIRMS · $85.3BTexasTX194 FIRMS · $50.9BNew JerseyNJ119 FIRMS · $917B

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