RIAs by state

32,917 RIAs profiled across 51 states, managing a combined $165T in reported assets. SEC- and state-registered investment advisory firms, with AUM, team composition, asset allocation, and registration data sourced from Form ADV filings and FINTRX research.

By state

AlabamaAL153 FIRMS · $179B AlaskaAK18 FIRMS · $8.8B ArizonaAZ458 FIRMS · $267B ArkansasAR95 FIRMS · $42.6B CaliforniaCA3,090 FIRMS · $23T ColoradoCO563 FIRMS · $1.3T ConnecticutCT646 FIRMS · $3.3T DelawareDE53 FIRMS · $314B District of ColumbiaDC70 FIRMS · $549B FloridaFL1,677 FIRMS · $3.8T GeorgiaGA587 FIRMS · $1.5T HawaiiHI37 FIRMS · $9.2B IdahoID103 FIRMS · $52.9B IllinoisIL939 FIRMS · $7.7T IndianaIN285 FIRMS · $228B IowaIA138 FIRMS · $957B KansasKS219 FIRMS · $822B KentuckyKY129 FIRMS · $78.7B LouisianaLA154 FIRMS · $100B MaineME56 FIRMS · $33.4B MarylandMD360 FIRMS · $3.1T MassachusettsMA872 FIRMS · $18.9T MichiganMI542 FIRMS · $550B MinnesotaMN383 FIRMS · $1.8T MississippiMS48 FIRMS · $25.1B MissouriMO307 FIRMS · $1.4T MontanaMT53 FIRMS · $22.6B NebraskaNE108 FIRMS · $251B NevadaNV157 FIRMS · $92.9B New HampshireNH141 FIRMS · $60.6B New JerseyNJ623 FIRMS · $5.2T New MexicoNM45 FIRMS · $66.3B New YorkNY2,884 FIRMS · $32.7T North CarolinaNC465 FIRMS · $3T North DakotaND30 FIRMS · $4.5B OhioOH705 FIRMS · $1.1T OklahomaOK153 FIRMS · $90.9B OregonOR260 FIRMS · $219B PennsylvaniaPA820 FIRMS · $27T Rhode IslandRI74 FIRMS · $413B South CarolinaSC206 FIRMS · $115B South DakotaSD34 FIRMS · $7.5B TennesseeTN343 FIRMS · $1000B TexasTX1,749 FIRMS · $4.5T UtahUT248 FIRMS · $230B VermontVT45 FIRMS · $74.4B VirginiaVA492 FIRMS · $559B WashingtonWA428 FIRMS · $1.2T West VirginiaWV28 FIRMS · $7.3B WisconsinWI286 FIRMS · $853B WyomingWY42 FIRMS · $44B

By AUM

Under $100MReported AUM12,889 FIRMS $100M – $500MReported AUM7,819 FIRMS $500M – $1BReported AUM2,404 FIRMS $1B – $5BReported AUM3,232 FIRMS Over $5BReported AUM2,033 FIRMS

Largest RIAs

Vanguard Group Inc

Malvern, PA

AUM $11.1TTEAM 1702REPS 26

Vanguard Capital Management, LLC

Malvern, PA

AUM $8.4TTEAM 235REPS 8

Fidelity Management & Research Company LLC

Boston, MA

AUM $5.7TTEAM 1427REPS 12

Blackrock Fund Advisors

San Francisco, CA

AUM $4.3TTEAM 128REPS 12

Capital Research and Management Company

Los Angeles, CA

AUM $3.8TTEAM 1417REPS 20

Pacific Investment Management Company LLC

Newport Beach, CA

AUM $3.7TTEAM 1968REPS 20

J.P. Morgan Investment Management Inc.

New York, NY

AUM $3.5TTEAM 3194REPS 62

Vanguard Portfolio Management, LLC

Malvern, PA

AUM $2.7TTEAM 105REPS 7

Goldman Sachs Asset Management, L.P.

New York, NY

AUM $2.6TTEAM 2059REPS 5

FINTRX platform

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