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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. 6190
    Creative Capital Management Investments LLCSan Diego, CA · 298 clientsWealth manager
    Schwab 100%
    $780M
  2. 6200
    Legacy Partners, LLCLos Angeles, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $778M
  3. 6230
    Blue Zone Wealth Advisors, LLCLos Angeles, CA · 181 clientsWealth manager
    Schwab 100%
    $770M
  4. 6238
    Wilsey Asset Management IncorporatedSan Diego, CA · 892 clientsWealth manager
    Schwab 100%
    $768M
  5. 6246
    AcmeSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $767M
  6. 6262
    Jeppson Wealth Management, LLCManhattan Beach, CA · 994 clientsWealth managerWrap sponsor
    Schwab 100%
    $763M
  7. 6273
    SAN Luis Wealth AdvisorsSan Luis Obispo, CA · 463 clientsWealth manager
    Schwab 61%Fidelity 39%
    $760M
  8. 6302
    Sweeney & Michel, LLCChico, CA · 688 clientsWealth managerWrap sponsor
    Fidelity 100%
    $753M
  9. 6304
    Banyan Alpha Investment L.P.South San Francisco, CA · 6 clientsAsset manager
    Goldman Sachs 90%
    $752M
  10. 6317
    SBJ CapitalWalnut Creek, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $749M
  11. 6325
    SFE Investment Counsel Inc.Los Angeles, CA · 894 clientsWealth manager
    Schwab 100%
    $748M
  12. 6335
    Crcm L.P.San Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $747M
  13. 6348
    Curewell Capital Management, LLCLos Angeles, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $744M
  14. 6363
    Gradient Capital Advisors, LLCSan Diego, CA · 478 clientsWealth managerWrap sponsor
    Schwab 100%
    $742M
  15. 6365
    Mission Creek Capital Partners, Inc.San Francisco, CA · 524 clientsWealth manager
    Schwab 59%Fidelity 41%
    $742M
  16. 6376
    Generate Capital Advisors, PB LLCSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $737M
  17. 6391
    Clarity Wealth AdvisorsSan Jose, CA · 342 clientsWealth manager
    Fidelity 55%Schwab 45%
    $733M
  18. 6396
    Skba Capital Management, LLCSan Francisco, CA · 23 clientsAsset managerHybrid
    BNY 85%
    $732M
  19. 6397
    Navalign, LLCEncino, CA · 716 clientsWealth manager
    Schwab 100%
    $732M
  20. 6404
    Traveka Wealth, LLCLos Altos, CA · 195 clientsWealth manager
    Fidelity 100%
    $731M
  21. 6409
    Philadelphia FinancialSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $730M
  22. 6414
    Huber Capital Management LLCEl Segundo, CA · 9 clientsAsset manager
    Northern Trust 75%J.P. Morgan 25%
    $729M
  23. 6443
    The Cypress Funds LLCLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $723M
  24. 6451
    Bitwise Investment Manager, LLCSan Francisco, CA · 14 clientsAsset manager
    No custodian reported
    $722M
  25. 6456
    RS Crum Inc.Newport Beach, CA · 332 clientsWealth manager
    Schwab 100%
    $721M
  26. 6462
    Robinhood VenturesMenlo Park, CA · 3 clientsAsset managerHybridRobinhood Financial, LLC, Robinhood Securities, LLC, clears through Robinhood, Wells Fargo Clearing Services
    No custodian reported
    $717M
  27. 6464
    Medina Value Partners, LLCLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $717M
  28. 6479
    Atlas Legacy Advisors LLCLos Angeles, CA · 155 clientsWealth manager
    Wells Fargo 63%Schwab 37%
    $715M
  29. 6480
    Uscf AdvisersWalnut Creek, CA · 8 clientsAsset managerHybrid
    No custodian reported
    $715M
  30. 6487
    Frontier Global Partners LLCLa Jolla, CA · 47 clientsAsset manager
    State Street 47%J.P. Morgan 32%
    $713M
  31. 6504
    Arc Advisory LLCSan Francisco, CA · 762 clientsAsset managerAffiliated broker-dealerAxos Clearing LLC, Axos Invest LLC, clears through Axos Clearing
    Pershing 100%
    $708M
  32. 6521
    Ridgecrest Wealth Partners, LLCSan Rafael, CA · 744 clientsWealth manager
    Schwab 100%
    $705M
  33. 6527
    Propel Venture Partners Management Co.San Carlos, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $704M
  34. 6533
    AR Asset Management, Inc.West Hollywood, CA · 129 clientsWealth manager
    Fidelity 53%Schwab 36%
    $702M
  35. 6534
    Safeguard Investment Advisory Group, LLCCorona, CA · 1,804 clientsWealth manager
    Schwab 54%Fidelity 46%
    $702M
  36. 6546
    KTF Investments, LLCSeal Beach, CA · 184 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $700M
  37. 6548
    Tidemark Management Company LPMenlo Park, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $700M
  38. 6551
    Tempus Wealth Planning, LLCIrvine, CA · 683 clientsWealth manager
    Schwab 100%
    $699M
  39. 6560
    Hamilton Wealth, LLCLos Angeles, CA · 482 clientsWealth managerWrap sponsor
    Schwab 100%
    $698M
  40. 6564
    Palo Alto Investors LPPalo Alto, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $696M

RIAs by state