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ria firms by state

RIA firms in every state

36,910 registered RIA firms on record, 19,698 state registered and 17,212 federally registered, each on one record with its advisers, reported AUM and registrations.

choose a state

RIA firms headquartered in each state.

Every tile opens that state's RIA firms: firms registered or notice filed there, those headquartered there, the largest by advisers and their reported AUM.

Most RIA firms headquartered

States by registered RIA firms with their main office there.

Across the country

Registered RIA firms
36,910
With a US headquarters on record
25,014
Also Broker Dealers
368
Median reported AUM, federally registered
$483M
Median reported AUM, state registered
$30.1M

6,720 exempt reporting advisers are on record too, and are not counted as RIA firms.

beyond a registration lookup

Every firm, every rep, one record.

A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.

Filings

Size, registrations and practice

Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.

People

Executives and every rep

Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.

Offices

Headquarters and branches

Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.

Act on it

Search, CRM, Claude and ChatGPT

Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.

Search RIA firms on Accupoint.

Every firm with its advisers, reported AUM and offices, or talk with our team about the audience you need.