Investment adviser representatives in every state
440,448 investment adviser representatives on record as of September 24, 2026, each counted once on one record with their registrations in every state, their exams and firm history and, for 365,258 of them, their Broker Dealer registrations or insurance licenses too.
Investment adviser representatives registered in each state.
Every tile opens that state's representatives: who has a business address there, their exams, the RIA firms with the most of them, their cities and how long since they first registered.
- Alabama6,761
- Alaska1,541
- Arizona14,043
- Arkansas4,114
- California59,074
- Colorado16,530
- Connecticut15,324
- Delaware3,682
- District of Columbia4,097
- Florida51,242
- Georgia16,528
- Hawaii2,571
- Idaho4,046
- Illinois25,407
- Indiana10,806
- Iowa6,772
- Kansas7,320
- Kentucky7,220
- Louisiana8,419
- Maine3,385
- Maryland12,463
- Massachusetts13,171
- Michigan15,880
- Minnesota13,539
- Mississippi2,871
- Missouri13,724
- Montana2,848
- Nebraska5,347
- Nevada5,780
- New Hampshire6,125
- New Jersey28,323
- New Mexico3,101
- New York41,632
- North Carolina21,692
- North Dakota1,887
- Ohio21,467
- Oklahoma5,715
- Oregon7,044
- Pennsylvania25,222
- Puerto Rico1,153
- Rhode Island4,406
- South Carolina10,424
- South Dakota2,250
- Tennessee7,922
- Texas34,866
- Utah7,947
- Vermont2,460
- Virginia16,085
- Washington15,210
- West Virginia2,183
- Wisconsin11,684
- Wyoming1,692
Most representatives registered
States by investment adviser representatives registered there. Texas counts those with a Texas office on record.
Across the country
- Investment adviser representatives
- 440,448
- Registered in more than one state
- 88,060
- Average number of states among them
- 3.3
- Also registered representatives
- 339,483
- Also insurance agents
- 240,954
- First registered with an adviser firm in the last 12 months
- 31,249
- RIA firms on record, September 24, 2026
- 36,910
Texas counts a representative only with a Texas office on record, and so do the figures for more than one state. Texas records also carry 196,444 representatives with no Texas office on record: Texas asks those who serve Texas clients from another state to notice file, and our data does not tell a notice filing from a registration.
Every state, every channel, one record.
A registration lookup shows one person at a time. Accupoint shows the whole professional: every state they are registered in, the exams on their record, the advisory firms they have worked for, and any insurance licenses and Broker Dealer registrations, on one record you can search, export and act on.
Investment adviser representatives, counted once
Across 52 jurisdictions. 88,060 are registered in more than one state, 3.3 states each on average.
Advisers who are also reps or agents
Investment adviser representatives who also hold a Broker Dealer registration or an insurance license, on the same record.
Registrations, exams and employment
Registrations by state, the exams on record and the advisory firms they have worked for, for everyone in the channel, plus license and carrier appointment history for those who are also insurance agents.
Search, CRM, Claude and ChatGPT
Search and export by registration, exam, adviser firm and geography, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
A representative is counted in a state when they hold a registration on record there in national registration data as of September 24, 2026; in Texas, only with a Texas office on record. Each representative is counted once nationally, whatever the number of states. Each state page gives its own figures and how they are made.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
Search IARs in every state on Accupoint.
Investment adviser representatives with their registrations, exams, firms and history, or talk with our team about the audience you need.