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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. 5517
    Slow Capital, Inc.Greenbrae, CA · 100 clientsAsset manager
    Fidelity 64%Schwab 22%
    $953M
  2. 5526
    Brickley Wealth ManagementSan Mateo, CA · 196 clientsWealth manager
    Schwab 100%
    $950M
  3. 5546
    HCM WealthSan Rafael, CA · 296 clientsWealth manager
    Schwab 100%
    $942M
  4. 5551
    Rudney AssociatesAlamo, CA · 470 clientsWealth manager
    Schwab 100%
    $940M
  5. 5553
    Blankinship & Foster, LLCSolana Beach, CA · 290 clientsWealth manager
    Schwab 100%
    $940M
  6. 5554
    Strattam Capital Management, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $939M
  7. 5567
    Crane & Associates Wealth ManagementFullerton, CA · 468 clientsBroker-dealer firmHybrid
    Schwab 79%
    $935M
  8. 5570
    Telescope Partners LLCSan Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $934M
  9. 5577
    3l Capital Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $932M
  10. 5590
    Strategy Asset Managers L.L.C.Pasadena, CA · 633 clientsWealth managerHybrid
    Schwab 100%
    $930M
  11. 5612
    Statheros Financial Solutions, Inc.El Dorado Hills, CA · 625 clientsWealth manager
    Schwab 61%MID Atlantic Clearing & Settlement 39%
    $926M
  12. 5635
    Mraz and AssociatesModesto, CA · 487 clientsWealth manager
    Schwab 100%
    $917M
  13. 5641
    Old West Investment Management, LLCLos Angeles, CA · 842 clientsPrivate fund adviser
    Schwab 60%Wells Fargo 40%
    $916M
  14. 5646
    Extract AdvisorsCalabasas, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $914M
  15. 5655
    Beverly Hills Private Wealth, LLCBeverly Hills, CA · 250 clientsWealth manager
    Goldman Sachs 100%
    $912M
  16. 5656
    Guardian Financial Partners, LLCOrange, CA · 433 clientsAsset manager
    Schwab 100%
    $912M
  17. 5702
    Trimer Capital Management LPSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $901M
  18. 5707
    First Turn Management, LLCSolana Beach, CA · 4 clientsAsset manager
    Citi 90%
    $900M
  19. 5716
    KairosIrvine, CA · 15 clientsPrivate fund adviserHybrid
    No custodian reported
    $897M
  20. 5719
    Christopher Weil & Co IncSan Diego, CA · 519 clientsWealth manager
    Fidelity 100%
    $896M
  21. 5721
    Stonebridge Financial GroupSan Rafael, CA · 951 clientsWealth managerHybrid
    Schwab 100%
    $896M
  22. 5730
    Vance WealthSanta Clarita, CA · 428 clientsWealth manager
    Fidelity 100%
    $894M
  23. 5738
    Oneprime CapitalPalo Alto, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $892M
  24. 5751
    Tran Capital Management, L.P.San Rafael, CA · 348 clientsWealth managerHybrid
    Fidelity 47%Schwab 33%
    $890M
  25. 5753
    J.P. King Advisors, Inc.Walnut Creek, CA · 452 clientsWealth manager
    Fidelity 66%Schwab 33%
    $890M
  26. 5758
    Westside Investment Management, LLCSanta Monica, CA · 890 clientsWealth managerHybrid
    LPL Financial 84%
    $889M
  27. 5763
    Remy Investors & Consultants, LLCLos Angeles, CA · 29 clientsAsset manager
    Fidelity 100%
    $888M
  28. 5779
    Sage Rhino Capital LLCMenlo Park, CA · 196 clientsWealth manager
    Fidelity 73%Schwab 27%
    $884M
  29. 5781
    Intelligence Driven Advisers, LLCCarlsbad, CA · 660 clientsWealth manager
    Schwab 100%
    $882M
  30. 5802
    Broadside WealthSan Francisco, CA · 20 clientsWealth manager
    Interactive Brokers 90%
    $875M
  31. 5804
    Leisure Capital Management, Inc.Costa Mesa, CA · 349 clientsWealth manager
    Schwab 100%
    $874M
  32. 5807
    Integrity Growth Partners, L.P.Los Angeles, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $873M
  33. 5818
    Bridgewealth Advisory Group, LLCFresno, CA · 793 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $869M
  34. 5824
    Highline Wealth PartnersSherman Oaks, CA · 360 clientsWealth manager
    Schwab 100%
    $868M
  35. 5835
    Charger Investment Partners LPEl Segundo, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $865M
  36. 5845
    Arc Capital PartnersLos Angeles, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $862M
  37. 5854
    Keystone Private WealthPalm Desert, CA · 635 clientsWealth managerHybrid
    Schwab 100%
    $861M
  38. 5868
    Virgo Investment Group LLCBurlingame, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $857M
  39. 5870
    Delta Investment Management, LLCSan Francisco, CA · 1,099 clientsWealth manager
    Schwab 100%
    $857M
  40. 5872
    Blume Capital Management, Inc.Berkeley, CA · 242 clientsWealth manager
    Schwab 100%
    $857M

RIAs by state