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. 4573
    Lodestar Private Asset Management LLCAlamo, CA · 549 clientsWealth manager
    Schwab 100%
    $1.3B
  2. 4574
    Permira Credit LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  3. 4580
    Cypress Wealth Services, LLCPalm Desert, CA · 836 clientsWealth managerHybrid
    Schwab 100%
    $1.3B
  4. 4587
    American Pacific GroupLarkspur, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  5. 4598
    Chatterton & AssociatesAnaheim, CA · 1,542 clientsWealth managerHybrid
    SEI 100%
    $1.3B
  6. 4602
    GGP Management, L.P.Santa Monica, CA · 13 clientsPrivate fund adviserHybridGoodgame Advisors LLC
    No custodian reported
    $1.3B
  7. 4624
    Chequers Financial Management LLCSan Francisco, CA · 256 clientsWealth manager
    Schwab 100%
    $1.3B
  8. 4633
    Triplepoint Advisers LLCMenlo Park, CA · 3 clientsAsset manager
    No custodian reported
    $1.3B
  9. 4639
    Prudent Investor Advisors, LLCFolsom, CA · 230 clientsAsset manager
    Lincoln Financial Distributors 35%Tiaa-Cref Individual & Institutional Services 27%Ameritas Investment Company 26%
    $1.3B
  10. 4664
    Silicon Valley Capital Partners, L.P.San Jose, CA · 518 clientsWealth manager
    Fidelity 100%
    $1.3B
  11. 4682
    Framework VenturesSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  12. 4691
    Capital Advantage, Inc.Walnut Creek, CA · 667 clientsWealth manager
    Schwab 86%
    $1.3B
  13. 4692
    North Pier Fiduciary Management, LLCMarina Del Rey, CA · 39 clientsAsset manager
    Fidelity 48%Principal Custody Solutions 30%
    $1.3B
  14. 4714
    PFM Health Sciences, LPSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  15. 4717
    Belveron Real Estate Partners, LLCSan Francisco, CA · 39 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  16. 4719
    Metzler-Payden, LLCLos Angeles, CAAsset managerHybridPayden & Rygel Distributors
    Dekabank Deutsche Girozentrale 39%State Street 38%HSBC Trinkaus & Burkhardt Gmbh 22%
    $1.3B
  17. 4721
    Invictus Growth PartnersSan Mateo, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  18. 4727
    Legato Capital Management, LLCSan Francisco, CA · 8 clientsAsset manager
    State Street 60%J.P. Morgan 40%
    $1.3B
  19. 4741
    Insignia Capital Group, L.P.Walnut Creek, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  20. 4742
    One Wealth Advisors, LLCSan Francisco, CA · 434 clientsWealth manager
    Fidelity 100%
    $1.3B
  21. 4749
    Oakhurst AdvisorsLos Angeles, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  22. 4766
    Sivia Capital Partners, LLCMill Valley, CA · 55 clientsWealth manager
    Fidelity 81%
    $1.2B
  23. 4770
    Corbel Capital PartnersLos Angeles, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  24. 4771
    Arlington Financial Advisors, LLCSanta Barbara, CA · 631 clientsWealth manager
    Schwab 100%
    $1.2B
  25. 4778
    KWB WealthRedlands, CA · 1,971 clientsWealth managerHybrid
    LPL Financial 100%
    $1.2B
  26. 4792
    Architect Capital Corp.San Francisco, CA · 22 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  27. 4802
    Composition Capital LPLos Angeles, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  28. 4807
    Insight Wealth Strategies, LLCSan Ramon, CA · 585 clientsWealth manager
    Fidelity 100%
    $1.2B
  29. 4813
    RLH Equity PartnersLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  30. 4825
    De Groote Financial Group, LLCThousand Oaks, CA · 377 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.2B
  31. 4845
    Wespac Advisors, LLCOrinda, CA · 639 clientsAsset managerAffiliated broker-dealer
    Schwab 100%
    $1.2B
  32. 4848
    Angeles Equity Partners, LLCLos Angeles, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  33. 4857
    Ursa Fund Management LLCDanville, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  34. 4864
    Centura Wealth AdvisorySan Diego, CA · 588 clientsWealth manager
    Schwab 100%
    $1.2B
  35. 4875
    Moment Partners, LLCSan Francisco, CA · 435 clientsWealth manager
    Wells Fargo 100%
    $1.2B
  36. 4876
    Hackman Capital Partners, LLCCulver City, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  37. 4884
    Thepartners Wealth ManagementCarmel by the Sea, CA · 6,212 clientsWealth managerWrap sponsorHybrid
    Schwab 87%
    $1.2B
  38. 4910
    Cheviot Value Management, LLCBeverly Hills, CA · 619 clientsWealth manager
    Schwab 100%
    $1.2B
  39. 4917
    Cota Capital Management, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  40. 4927
    Manhattan West Asset Management, LLCLos Angeles, CA · 383 clientsWealth managerWrap sponsorHybrid
    Schwab 79%
    $1.2B

RIAs by state