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Est. 2026The front page of wealth managementNew York

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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

1,873 firms manage $23.7 trillionCalifornia

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 3180
    Perennial Financial ServicesLos Angeles, CA · 3,229 clientsWealth managerWrap sponsorHybrid
    LPL Financial 94%
    $2.5B
  2. 3184
    Haun Ventures Management LPMenlo Park, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  3. 3192
    The Investment House LLCRedondo Beach, CA · 253 clientsWealth manager
    Schwab 94%
    $2.5B
  4. 3210
    Forge Global Advisors LLCSan Francisco, CA · 122 clientsPrivate fund adviserHybridCharles Schwab & Co., Inc., Charles Schwab SG PTE. LTD.
    No custodian reported
    $2.5B
  5. 3213
    Urban Investment AdvisorsMill Valley, CAAsset manager
    No custodian reported
    $2.5B
  6. 3227
    Longitude Capital Management Co., LLCMenlo Park, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  7. 3232
    SR One Capital Management, LPRedwood City, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  8. 3245
    Valeas Capital PartnersSan Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  9. 3250
    Wealth Architects, LLCMountain View, CA · 437 clientsWealth manager
    Schwab 100%
    $2.4B
  10. 3255
    Sentry Advisors, LLCSan Francisco, CA · 183 clientsWealth manager
    Schwab 91%
    $2.4B
  11. 3291
    Check Capital Management IncCosta Mesa, CA · 1,223 clientsWealth manager
    Fidelity 69%Schwab 31%
    $2.4B
  12. 3293
    Cendana CapitalSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  13. 3295
    Whitman/peterson, LLCWestlake Village, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  14. 3301
    Gemmer Asset Management LLCWalnut Creek, CA · 1,285 clientsWealth manager
    Schwab 100%
    $2.4B
  15. 3305
    IFC Advisors LLCLos Angeles, CA · 393 clientsWealth managerWrap sponsor
    Wells Fargo 95%
    $2.3B
  16. 3313
    Empros Capital LLCSan Francisco, CA · 21 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.3B
  17. 3329
    Revelation Capital Management, LLCSausalito, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  18. 3341
    Willow Creek Wealth Management, Inc.Sebastopol, CA · 1,068 clientsWealth manager
    Schwab 67%Pershing 33%
    $2.3B
  19. 3344
    WIL, LLCPalo Alto, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  20. 3356
    Beacon Coast Partners, LLCSan Francisco, CA · 33 clientsWealth managerWrap sponsor
    Fidelity 100%
    $2.3B
  21. 3357
    Clocktower Group, L.P.Santa Monica, CA · 50 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  22. 3363
    Grant Tani Barash & Altman, LLCBeverly Hills, CA · 226 clientsWealth managerAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    No custodian reported
    $2.3B
  23. 3370
    JDL AdvisersNewport Beach, CA · 7,943 clientsWealth managerHybridJDL Securities Corporation
    Capital Client Group 61%Schwab 39%
    $2.3B
  24. 3382
    California Financial AdvisorsSan Ramon, CA · 1,525 clientsWealth manager
    Schwab 100%
    $2.3B
  25. 3388
    Logos Global Management, L.P.San Francisco, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  26. 3391
    APC Asset Development I, LPNewport Beach, CA · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.3B
  27. 3392
    Pacific Income Advisers IncEl Segundo, CA · 2,673 clientsAsset managerHybridSyndicated Capital, Inc.
    Morgan Stanley 59%Wells Fargo 41%
    $2.2B
  28. 3398
    Browning West LPLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  29. 3428
    Oakmont CorporationLos Angeles, CA · 81 clientsWealth manager
    Merrill / Bank of America 100%
    $2.2B
  30. 3458
    Joel R. Mogy Investment Counsel Inc.Beverly Hills, CA · 278 clientsWealth manager
    Schwab 62%Citi 38%
    $2.2B
  31. 3461
    CAI Manager LPMill Valley, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  32. 3478
    HMI Capital Management, L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  33. 3481
    Evolve Private Wealth, LLCLos Angeles, CA · 679 clientsWealth manager
    Fidelity 100%
    $2.1B
  34. 3486
    Financial Management Network IncMission Viejo, CA · 1,528 clientsWealth managerHybridFMN Capital Corporation, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $2.1B
  35. 3489
    Van Hulzen Financial AdvisorsEl Dorado Hills, CA · 1,499 clientsWealth managerAffiliated broker-dealerWedbush Securities Inc.
    Schwab 68%
    $2.1B
  36. 3490
    Coastedge Partners, LLCSan Diego, CA · 183 clientsWealth manager
    Schwab 100%
    $2.1B
  37. 3497
    Intermede Global Partners IncSan Francisco, CAAsset manager
    J.P. Morgan 60%BNP Paribas 35%
    $2.1B
  38. 3499
    Fernbridge Capital Management LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  39. 3539
    Carrick Capital PartnersSan Francisco, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  40. 3541
    Zanbato Advisors LLCMountain View, CA · 58 clientsPrivate fund adviserHybridZanbato Securities LLC, Zanbato UK LTD
    No custodian reported
    $2.1B

RIAs by state