Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 3853
    Select Money Management, Inc.Los Angeles, CA · 1,031 clientsWealth managerWrap sponsorHybridSignature Estate Securities, LLC
    Assetmark Trust 88%
    $1.8B
  2. 3862
    Tensile Capital Management LPLarkspur, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  3. 3870
    Monogram Capital Management, L.P.Beverly Hills, CA · 29 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  4. 3880
    Alta Park Capital, LPSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  5. 3889
    Regent PropertiesLos Angeles, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  6. 3901
    Curated Wealth Partners, LLCEl Segundo, CA · 74 clientsWealth manager
    Schwab 100%
    $1.8B
  7. 3918
    HBW Advisory Services LLCSimi Valley, CA · 13,864 clientsWealth managerHybrid
    Schwab 68%Axos 32%
    $1.7B
  8. 3927
    Rice Hall James & Associates LLCSan Diego, CA · 249 clientsAsset manager
    Northern Trust 40%State Street 34%BNY 26%
    $1.7B
  9. 3935
    Amity VenturesSan Francisco, CA · 41 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  10. 3946
    Liberty Wealth Management, LLCOakland, CA · 1,554 clientsWealth managerHybrid
    Fidelity 99%
    $1.7B
  11. 3966
    Housatonic PartnersSan Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  12. 3974
    American InfrastructureFoster City, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  13. 3978
    KBS Capital Advisors, LLCNewport Beach, CA · 1 clientsPrivate fund adviserHybridKBS Capital Markets Group LLC
    No custodian reported
    $1.7B
  14. 4000
    Transom Capital GroupEl Segundo, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  15. 4001
    Weatherly Asset ManagementDel Mar, CA · 381 clientsWealth manager
    Fidelity 100%
    $1.7B
  16. 4015
    Founders Circle Capital, LLCCampbell, CA · 26 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  17. 4028
    Philosophy Capital Management LLCAlamo, CA · 5 clientsPrivate fund adviser
    Goldman Sachs 82%
    $1.7B
  18. 4041
    Dorchester Capital Advisors, LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  19. 4052
    Park Presidio Capital LLCSan Francisco, CA · 6 clientsPrivate fund adviser
    Citi 66%Morgan Stanley 34%
    $1.6B
  20. 4053
    Lyell Wealth Management LPMenlo Park, CA · 307 clientsWealth manager
    Schwab 100%
    $1.6B
  21. 4054
    ERA Partners LLCSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  22. 4056
    Cordillera Investment Partners, L.P.San Francisco, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  23. 4068
    Provenio CapitalNewport Beach, CA · 128 clientsWealth manager
    No custodian reported
    $1.6B
  24. 4079
    Telos Capital Management, Inc.San Diego, CA · 956 clientsWealth manager
    Schwab 100%
    $1.6B
  25. 4083
    Pasadena Private Wealth, LLCPasadena, CA · 524 clientsWealth managerHybrid
    Fidelity 83%
    $1.6B
  26. 4092
    Unison Investment Management, LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  27. 4105
    Buchanan Street Partners, L.P.Newport Beach, CA · 22 clientsPrivate fund adviserAffiliated broker-dealerTCW Funds Distributors LLC
    No custodian reported
    $1.6B
  28. 4123
    Lone View CapitalLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  29. 4124
    Sentinel Dome Partners, LLCBurlingame, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  30. 4128
    Sunstone PartnersSan Mateo, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  31. 4138
    Homestead Capital USA, LLCSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  32. 4140
    Sweetwater Private EquityEncinitas, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  33. 4145
    Vercap Management LLCLos Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  34. 4153
    Light Street Capital Management, LLCPalo Alto, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  35. 4162
    Goodfinch Management, LLCSan Francisco, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  36. 4167
    Hercules Adviser LLCSan Mateo, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  37. 4171
    Burton Enright WelchWalnut Creek, CA · 652 clientsWealth manager
    Schwab 100%
    $1.6B
  38. 4175
    Regatta Capital Group, LLCEl Segundo, CA · 1,165 clientsWealth manager
    Fidelity 100%
    $1.6B
  39. 4182
    Defilade Capital Management, L.P.Emeryville, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  40. 4193
    Camelot Capital Partners LLCLaguna Beach, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.5B

RIAs by state