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. 4929
    L & S Advisors, IncLos Angeles, CA · 1,093 clientsWealth manager
    Schwab 53%Wells Fargo 25%
    $1.2B
  2. 4936
    Eldridge Acre Partners, LPLos Angeles, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  3. 4940
    Affinity Investment Advisors, LLCNewport Beach, CA · 69 clientsAsset manager
    Fidelity 73%Schwab 27%
    $1.2B
  4. 4944
    Forest Road Asset Management LLCLos Angeles, CA · 7 clientsAsset managerHybridForest Road Securities BD LLC
    No custodian reported
    $1.2B
  5. 4952
    Jacobs & Company, LLCSan Francisco, CA · 259 clientsWealth manager
    Schwab 100%
    $1.2B
  6. 4970
    Atlas Capital Advisors Inc.San Francisco, CA · 157 clientsWealth manager
    Schwab 85%
    $1.1B
  7. 4971
    Cityview Management Services, LLCLos Angeles, CA · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.1B
  8. 4992
    Ignite Planners LLCSan Clemente, CA · 4,610 clientsWealth managerHybrid
    Schwab 97%
    $1.1B
  9. 4994
    Sonen Capital LLCSan Francisco, CA · 40 clientsAsset managerHybrid
    Wells Fargo 87%
    $1.1B
  10. 4997
    Yosemite Management, LLCSan Francisco, CA · 6 clientsAsset manager
    No custodian reported
    $1.1B
  11. 4998
    Castle Creek CapitalSan Diego, CA · 10 clientsPrivate fund adviser
    Schwab 100%
    $1.1B
  12. 5001
    Symbiotic CapitalLos Angeles, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  13. 5028
    CLG LLCLong Beach, CA · 1,448 clientsWealth managerHybrid
    Fidelity 100%
    $1.1B
  14. 5029
    Vantage Wealth Management, LLCSan Mateo, CA · 639 clientsWealth manager
    SEI 100%
    $1.1B
  15. 5030
    Fiduciary Financial Group, LLCSan Rafael, CA · 415 clientsWealth manager
    Schwab 100%
    $1.1B
  16. 5034
    MAR Vista Investment Partners, LLCLos Angeles, CA · 165 clientsAsset manager
    Northern Trust 65%
    $1.1B
  17. 5042
    Knightsbridge Wealth ManagementNewport Beach, CA · 546 clientsWealth manager
    Fidelity 78%
    $1.1B
  18. 5050
    Crescent Cove Advisors, LPSan Francisco, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  19. 5067
    Crescent Cap NT Advisors, LLCLos Angeles, CA · 1 clientsAsset managerAffiliated broker-dealerAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $1.1B
  20. 5072
    Financial Advisors Network, Inc.Tustin, CA · 823 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.1B
  21. 5080
    Olive Technology Ventures Management, LLCPalo Alto, CA · 31 clientsPrivate fund adviserAffiliated broker-dealerArk Group Holdings (hong Kong) Limited, Noah Holdings Singapore PTE LTD.
    No custodian reported
    $1.1B
  22. 5090
    Nexa Equity LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  23. 5094
    The Pacific Center for Financial ServicesDanville, CA · 789 clientsWealth manager
    Schwab 100%
    $1.1B
  24. 5100
    Towneley Capital Management, Inc.Laguna Hills, CA · 240 clientsAsset manager
    Schwab 100%
    $1.1B
  25. 5105
    CS Capital Management IncEl Segundo, CAAsset manager
    No custodian reported
    $1.1B
  26. 5111
    Meson Quantitative Management LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    Goldman Sachs 66%Interactive Brokers 34%
    $1.1B
  27. 5113
    Wescap GroupGlendale, CA · 331 clientsWealth manager
    Schwab 100%
    $1.1B
  28. 5117
    Riot Ventures Management, LLCVenice, CA · 28 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  29. 5120
    CW Investment Advisers, LLCLos Angeles, CA · 24 clientsPrivate fund adviser
    Delaware Trust 100%
    $1.1B
  30. 5121
    5am VenturesSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  31. 5135
    Corvus Wealth Advisors LLCTempleton, CA · 518 clientsWealth manager
    Schwab 82%
    $1.1B
  32. 5136
    CIM Capital IC Management, LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $1.1B
  33. 5146
    Greenlake Asset Management LLCSouth Pasadena, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  34. 5154
    Fort Baker Capital Management LPLarkspur, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  35. 5158
    Spinnaker Investment Group, LLCNewport Beach, CA · 1,025 clientsWealth manager
    Schwab 100%
    $1.1B
  36. 5162
    Occidental Asset Management, LLCBurlingame, CA · 908 clientsWealth manager
    Schwab 100%
    $1.1B
  37. 5165
    Trinity Alps CapitalSan Francisco, CA · 17 clientsPrivate fund adviser
    Interactive Brokers 100%
    $1.1B
  38. 5175
    Almitas Capital LLCSanta Monica, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  39. 5181
    Wedbush Fund Advisers, LLCPasadena, CA · 4 clientsAsset managerHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
    No custodian reported
    $1.1B
  40. 5183
    Caltius Capital Management, LPLos Angeles, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $1.1B

RIAs by state