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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. 5881
    GT Investment Partners, LPIrvine, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $853M
  2. 5890
    HH Capital Management, Inc.Hermosa Beach, CA · 1 clientsAsset manager
    No custodian reported
    $851M
  3. 5891
    Affinity Capital Advisors LLCBerkeley, CA · 547 clientsWealth manager
    Schwab 100%
    $851M
  4. 5894
    Channel Wealth, LLCSanta Barbara, CA · 2,019 clientsWealth manager
    Schwab 100%
    $851M
  5. 5916
    American Money Management, LLCRancho Santa Fe, CA · 832 clientsWealth manager
    Schwab 100%
    $844M
  6. 5920
    First Light Retirement, LLCDel Mar, CA · 22 clientsAsset manager
    No custodian reported
    $844M
  7. 5929
    Akkadian Ventures, Inc.San Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $841M
  8. 5945
    Torreyana CapitalLa Jolla, CA · 7 clientsAsset manager
    Morgan Stanley 100%
    $837M
  9. 5948
    Redwood Wealth Management, LLCSanta Monica, CA · 243 clientsWealth managerHybrid
    Schwab 100%
    $837M
  10. 5954
    Financial Sense Advisors, Inc.San Diego, CA · 597 clientsWealth managerHybridFinancial Sense Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 100%
    $836M
  11. 5967
    One Fin Capital Management LPSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $831M
  12. 5973
    North Berkeley Wealth Management, LLCBerkeley, CA · 411 clientsWealth manager
    Schwab 86%
    $830M
  13. 5977
    Mason & Associates, Inc.Los Angeles, CA · 698 clientsWealth manager
    Schwab 88%
    $829M
  14. 5997
    Hack VC Management, LLCPalo Alto, CA · 29 clientsPrivate fund adviser
    No custodian reported
    $823M
  15. 5998
    Longtail Alpha, LLCNewport Beach, CA · 9 clientsPrivate fund adviser
    Merrill / Bank of America 96%
    $822M
  16. 6001
    FLC Capital AdvisorsPalm Desert, CA · 325 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $822M
  17. 6009
    Albitz/miloe and Associates, Inc.Torrance, CA · 657 clientsWealth managerHybridCetera Wealth Services, LLC, clears through Pershing
    Schwab 100%
    $821M
  18. 6010
    Pacific CapitalCorona, CA · 78 clientsWealth manager
    Schwab 100%
    $821M
  19. 6014
    Premier Financial Group IncEureka, CA · 593 clientsWealth manager
    No custodian reported
    $820M
  20. 6035
    Divisar Capital Management, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $813M
  21. 6037
    Prosperitas Financial, LLCValencia, CA · 2,138 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $812M
  22. 6038
    Integris Wealth Management, LLCMonterey, CA · 355 clientsWealth manager
    Schwab 100%
    $812M
  23. 6042
    Nelson Capital Management, LLCMenlo Park, CA · 214 clientsWealth manager
    Schwab 79%
    $811M
  24. 6047
    The Advisory Group of SAN Francisco, LLCSan Francisco, CA · 140 clientsWealth manager
    Schwab 100%
    $810M
  25. 6070
    Roof Eidam Maycock Peralta LLCSan Francisco, CA · 296 clientsWealth managerWrap sponsor
    Schwab 96%
    $805M
  26. 6072
    Felicitas Global Partners, LLCPasadena, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $804M
  27. 6089
    Solstein Capital, LLCMenlo Park, CA · 30 clientsAsset manager
    Schwab 30%State Street 27%UBS 24%
    $802M
  28. 6098
    Financial Focus LLCCarlsbad, CA · 584 clientsWealth managerHybrid
    Schwab 59%Assetmark Trust 41%
    $800M
  29. 6103
    Relevant Wealth Advisors, LLCMill Valley, CA · 67 clientsAsset manager
    Schwab 0%
    $799M
  30. 6120
    Friends & Family Capital Management, LLCMenlo Park, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $794M
  31. 6127
    Monarch Plan AdvisorsSimi Valley, CA · 130 clientsAsset manager
    Empower Financial Services 48%Fidelity 35%
    $793M
  32. 6128
    Calmwater CapitalEl Segundo, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $793M
  33. 6134
    The Wealth Collaborative, Inc.Corona Del Mar, CA · 256 clientsWealth manager
    Schwab 100%
    $792M
  34. 6139
    Global IMC LLCSolana Beach, CA · 9 clientsPrivate fund adviserAffiliated broker-dealerNlcg Distributors, LLC, Roth Capital Partners, LLC
    Northern Trust 100%
    $790M
  35. 6141
    Westhill Financial Advisors, Inc.San Rafael, CA · 426 clientsWealth manager
    Schwab 100%
    $789M
  36. 6147
    Bell Investment Advisors IncOrinda, CA · 443 clientsWealth manager
    Schwab 100%
    $788M
  37. 6148
    Shorenstein Investment Advisers LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $788M
  38. 6157
    Encore Consumer Capital, LPSan Francisco, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $786M
  39. 6168
    Coastlands Capital LPSan Francisco, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $785M
  40. 6181
    Whelan FinancialFresno, CA · 512 clientsWealth manager
    Schwab 100%
    $782M

RIAs by state