Registered Investment Advisers by state

Advisory firms registered with the regulator, reported by assets under management, client count and staff.

Records in total14,293

Assets under management$160.9T

States with activity24

By state

New York2,474 recorded $38.1T Mostly New York California1,795 recorded $23.1T Mostly San Francisco Texas1,040 recorded $4.5T Mostly Dallas Florida1,019 recorded $4.2T Mostly Miami Illinois651 recorded $7.8T Mostly Chicago Massachusetts607 recorded $19.3T Mostly Boston Pennsylvania544 recorded $27.2T Mostly Philadelphia Connecticut487 recorded $3.3T Mostly Greenwich Ohio387 recorded $1.1T Mostly Cincinnati New Jersey365 recorded $6.1T Mostly Princeton Colorado344 recorded $1.3T Mostly Denver Georgia322 recorded $1.5T Mostly Atlanta Michigan297 recorded $564.4B Mostly Grand Rapids Virginia291 recorded $580.1B Mostly Richmond North Carolina281 recorded $3.0T Mostly Charlotte Minnesota271 recorded $2.4T Mostly Minneapolis Washington261 recorded $1.2T Mostly Seattle Maryland221 recorded $3.1T Mostly Bethesda Tennessee218 recorded $1.0T Mostly Nashville Arizona192 recorded $507.1B Mostly Scottsdale Wisconsin190 recorded $1.3T Mostly Milwaukee Missouri188 recorded $3.6T Mostly St. Louis Oregon157 recorded $219.5B Mostly Portland Utah145 recorded $226.1B Mostly Salt Lake City

About these figures. This is our own compiled dataset, assembled and maintained by us for orientation only. We do not guarantee that it is accurate, current or complete, and it should not be relied on for any decision. Verify anything that matters to you independently.