Adviser Record

Advisers by state

53 states and territories.

Form ADV data as of 2026-09-01
StateFirmsRegulatory assetsWith disclosures
NY2,581$37.66 trillion397
CA1,871$23.06 trillion153
FL1,081$4.25 trillion146
TX1,077$4.55 trillion96
IL678$7.78 trillion78
MA627$19.27 trillion91
PA564$27.20 trillion77
CT506$3.36 trillion55
OH400$1.09 trillion50
NJ389$6.07 trillion52
CO356$1.31 trillion38
GA330$1.49 trillion39
MI306$565.36 billion29
VA301$584.54 billion17
NC290$3.03 trillion29
MN276$2.43 trillion32
WA271$1.23 trillion24
MD230$3.10 trillion22
TN225$1.03 trillion27
AZ209$507.61 billion26
WI195$1.26 trillion22
MO194$3.58 trillion27
OR157$218.98 billion12
UT150$227.80 billion13
IN147$223.99 billion15
KS133$822.14 billion24
SC115$956.45 billion10
AL91$179.42 billion12
IA90$988.28 billion17
KY85$80.51 billion14
OK84$89.63 billion8
LA81$97.96 billion6
NH77$59.14 billion8
NV76$90.83 billion11
NE70$250.10 billion10
DC60$549.66 billion11
AR59$63.32 billion8
ID53$51.59 billion11
RI51$426.12 billion10
PR49$55.65 billion13
DE38$314.00 billion5
MS35$24.72 billion4
VT33$76.84 billion1
ME32$32.59 billion1
NM25$65.78 billion4
WY25$43.59 billion1
MT24$63.53 billion2
HI20$9.03 billion2
SD14$6.65 billion0
WV12$8.81 billion1
AK9$8.77 billion1
ND9$3.54 billion1
VI2$11.50 billion0