Adviser Record

Advisers by state

53 states and territories.

Form ADV data as of 2026-11-01
StateFirmsRegulatory assetsWith disclosures
NY2,590$37.65 trillion403
CA1,883$23.77 trillion155
FL1,099$4.32 trillion145
TX1,084$4.54 trillion100
IL686$7.81 trillion81
MA627$19.28 trillion92
PA568$27.20 trillion78
CT502$3.33 trillion53
OH404$1.09 trillion50
NJ390$6.10 trillion52
CO357$1.31 trillion38
GA331$1.49 trillion39
MI303$567.57 billion29
VA300$582.86 billion18
NC288$3.03 trillion28
MN276$2.43 trillion32
WA272$1.23 trillion23
MD226$3.10 trillion22
TN225$1.03 trillion27
AZ212$511.34 billion26
MO197$3.58 trillion28
WI196$1.26 trillion22
OR155$218.40 billion12
UT151$226.42 billion13
IN145$227.00 billion17
KS135$822.32 billion24
SC115$956.34 billion9
AL92$179.24 billion12
IA91$989.34 billion16
KY84$80.46 billion16
OK84$89.63 billion8
LA83$98.18 billion7
NH80$59.35 billion8
NV79$91.19 billion13
NE72$251.25 billion11
DC59$549.41 billion11
AR58$62.84 billion8
ID54$51.95 billion11
PR49$55.65 billion13
RI49$425.90 billion9
DE38$313.62 billion5
MS34$24.76 billion3
VT34$76.84 billion2
ME31$23.50 billion1
NM26$65.78 billion4
WY25$43.59 billion1
MT24$63.67 billion2
HI20$9.15 billion2
SD15$7.26 billion1
WV12$8.81 billion1
AK9$8.54 billion0
ND9$3.54 billion1
VI3$11.50 billion0