RIAs by state
32,860 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
AlabamaAL152 FIRMS · $179BAlaskaAK19 FIRMS · $9.2BArizonaAZ454 FIRMS · $267BArkansasAR96 FIRMS · $42.4BCaliforniaCA3,094 FIRMS · $23TColoradoCO562 FIRMS · $1.3TConnecticutCT643 FIRMS · $3.3TDelawareDE52 FIRMS · $314BDistrict of ColumbiaDC71 FIRMS · $549BFloridaFL1,673 FIRMS · $3.7TGeorgiaGA586 FIRMS · $1.5THawaiiHI38 FIRMS · $9.2BIdahoID101 FIRMS · $49BIllinoisIL935 FIRMS · $7.7TIndianaIN287 FIRMS · $228BIowaIA137 FIRMS · $957BKansasKS219 FIRMS · $822BKentuckyKY129 FIRMS · $78.7BLouisianaLA154 FIRMS · $100BMaineME56 FIRMS · $33.4BMarylandMD361 FIRMS · $3.1TMassachusettsMA873 FIRMS · $18.9TMichiganMI542 FIRMS · $550BMinnesotaMN385 FIRMS · $1.8TMississippiMS48 FIRMS · $25.1BMissouriMO306 FIRMS · $1.4TMontanaMT52 FIRMS · $22.6BNebraskaNE107 FIRMS · $251BNevadaNV156 FIRMS · $92.9BNew HampshireNH140 FIRMS · $60.6BNew JerseyNJ624 FIRMS · $5.2TNew MexicoNM45 FIRMS · $66.3BNew YorkNY2,879 FIRMS · $32.6TNorth CarolinaNC466 FIRMS · $3TNorth DakotaND30 FIRMS · $4.5BOhioOH703 FIRMS · $1.1TOklahomaOK153 FIRMS · $90.9BOregonOR261 FIRMS · $220BPennsylvaniaPA820 FIRMS · $27TRhode IslandRI74 FIRMS · $413BSouth CarolinaSC206 FIRMS · $115BSouth DakotaSD34 FIRMS · $7.5BTennesseeTN342 FIRMS · $1000BTexasTX1,747 FIRMS · $4.5TUtahUT247 FIRMS · $230BVermontVT45 FIRMS · $74.4BVirginiaVA492 FIRMS · $561BWashingtonWA426 FIRMS · $1.2TWest VirginiaWV28 FIRMS · $7.3BWisconsinWI288 FIRMS · $852BWyomingWY44 FIRMS · $44B
By AUM
Largest RIAs
Vanguard Group Inc
RIAMalvern, PA
AUM $11.1TTEAM 1702REPS 26
Vanguard Capital Management, LLC
RIAMalvern, PA
AUM $8.4TTEAM 235REPS 8
Fidelity Management & Research Company LLC
RIABoston, MA
AUM $5.7TTEAM 1427REPS 12
Blackrock Fund Advisors
RIASan Francisco, CA
AUM $4.3TTEAM 128REPS 12
Capital Research and Management Company
RIALos Angeles, CA
AUM $3.8TTEAM 1417REPS 20
Pacific Investment Management Company LLC
RIANewport Beach, CA
AUM $3.7TTEAM 1968REPS 20
J.P. Morgan Investment Management Inc.
RIANew York, NY
AUM $3.5TTEAM 3194REPS 62
Vanguard Portfolio Management, LLC
RIAMalvern, PA
AUM $2.7TTEAM 105REPS 7
Goldman Sachs Asset Management, L.P.
RIANew York, NY
AUM $2.6TTEAM 2059REPS 5
FINTRX platform
Need contacts and allocation intelligence for these firms?