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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. 422
    Genstar CapitalSAN Francisco, CA · 30 clientsPrivate fund adviser
    No custodian reported
    $51B
  2. 432
    Lightspeed Venture PartnersMenlo Park, CA · 51 clientsPrivate fund adviser
    No custodian reported
    $50B
  3. 435
    Crescent Capital Group LPLOS Angeles, CA · 184 clientsPrivate fund adviserHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    BNY 71%
    $50B
  4. 443
    Cliffwater LLCMarina Del REY, CA · 54 clientsAsset managerHybrid
    Northern Trust 37%Vanguard 26%
    $49B
  5. 444
    Capital Group Private Client Services, Inc.LOS Angeles, CA · 9,843 clientsWealth managerBank-affiliatedAffiliated broker-dealerCapital Client Group, Inc.
    BNY 100%
    $48B
  6. 448
    Wealthfront Advisers LLCPalo Alto, CA · 518,639 clientsWealth managerWrap sponsorHybridWealthfront Brokerage LLC, clears through RBC Capital Markets
    RBC 100%
    $48B
  7. 449
    Platinum Equity Advisors, LLCBeverly Hills, CA · 150 clientsPrivate fund adviser
    No custodian reported
    $48B
  8. 455
    Francisco PartnersSAN Francisco, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $47B
  9. 466
    Canterbury Consulting IncorporatedNewport Beach, CA · 172 clientsWealth manager
    Northern Trust 89%
    $46B
  10. 469
    Chandler Asset Management IncSAN Diego, CA · 259 clientsAsset managerHybridChandler Distribution Services, LLC
    U.S. Bank 59%
    $45B
  11. 470
    EP Wealth AdvisorsTorrance, CA · 20,738 clientsWealth manager
    Schwab 76%Fidelity Distributors Company 24%
    $45B
  12. 480
    Aristotle Capital Management, LLCLOS Angeles, CA · 5,167 clientsAsset managerHybrid
    Schwab 69%BNY 31%
    $44B
  13. 488
    Pacific Life Fund Advisors LLCNewport Beach, CA · 3 clientsAsset managerHybridPacific Select Distributors, LLC
    No custodian reported
    $43B
  14. 492
    LidoLOS Angeles, CA · 13,800 clientsWealth managerHybridLido Securities, LLC
    Fidelity 70%Schwab 30%
    $43B
  15. 499
    CallanSAN Francisco, CA · 737 clientsAsset manager
    No custodian reported
    $42B
  16. 505
    Stepstone Group Real Assets LPLa Jolla, CA · 71 clientsPrivate fund adviser
    No custodian reported
    $41B
  17. 508
    Parnassus Investments, LLCSAN Francisco, CA · 30 clientsAsset managerHybridAMG Distributors, Inc.
    Northern Trust 40%
    $41B
  18. 512
    Brandes Investment Partners, LPLa Jolla, CA · 13,504 clientsAsset managerHybrid
    State Street 48%Northern Trust 36%
    $41B
  19. 513
    LOS Angeles Capital Management LLCLOS Angeles, CA · 42 clientsAsset manager
    State Street 40%
    $41B
  20. 526
    Kayne Anderson Rudnick Investment Management, LLCLOS Angeles, CA · 24,735 clientsAsset managerHybridVP Distributors LLC
    Fidelity 51%UBS 49%
    $39B
  21. 533
    TCW Investment Management Company LLCLOS Angeles, CA · 4,945 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    UBS 57%J.P. Morgan 27%
    $39B
  22. 537
    Wealthspire Retirement AdvisoryAliso Viejo, CA · 7,532 clientsAsset managerHybrid
    Fidelity 45%Schwab 45%
    $39B
  23. 541
    Accel Management Co. L.l.cPalo Alto, CA · 83 clientsPrivate fund adviser
    No custodian reported
    $38B
  24. 546
    Creative Planning Institutional Advisors, LLCNewport Beach, CA · 915 clientsAsset manager
    Fidelity 73%Empower Financial Services 27%
    $38B
  25. 548
    Dragoneer Investment Group, LLCSAN Francisco, CA · 39 clientsPrivate fund adviser
    No custodian reported
    $37B
  26. 550
    Hotchkis and Wiley Capital Management, LLCLOS Angeles, CA · 98 clientsAsset managerHybrid
    Northern Trust 34%BNY 30%
    $37B
  27. 558
    Woodline Partners LPSAN Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $37B
  28. 575
    New Enterprise AssociatesMenlo Park, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $36B
  29. 602
    Allworth Financial, L.P.Folsom, CA · 29,297 clientsWealth managerWrap sponsorHybridHanson McClain Retirement Network, LLC
    Schwab 62%Fidelity 38%
    $34B
  30. 615
    Ares Commercial Real Estate Management LLCLOS Angeles, CA · 10 clientsPrivate fund adviserHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    Wells Fargo 100%
    $32B
  31. 618
    SVB Asset ManagementSAN Francisco, CA · 458 clientsAsset managerAffiliated broker-dealerFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    U.S. Bank 100%
    $32B
  32. 620
    Research AffiliatesNewport Beach, CA · 32 clientsAsset manager
    No custodian reported
    $32B
  33. 623
    First Pacific Advisors, LPEL Segundo, CA · 42 clientsAsset managerHybrid
    Northern Trust 44%BNY 30%
    $32B
  34. 648
    Fuller & Thaler Asset Management IncSAN Mateo, CA · 6,124 clientsAsset manager
    Morgan Stanley 48%UBS 26%Northern Trust 26%
    $30B
  35. 660
    Beach Point Capital Management LPSanta Monica, CA · 75 clientsPrivate fund adviser
    State Street 67%BNY 33%
    $30B
  36. 668
    Voleon Capital Management LPBerkeley, CA · 22 clientsPrivate fund adviserAffiliated broker-dealerVoleon Securities Markets LLC
    J.P. Morgan 100%
    $29B
  37. 705
    Aristotle Pacific Capital, LLCNewport Beach, CA · 15 clientsAsset managerHybrid
    BNY 82%
    $27B
  38. 734
    H&h International Investment, LLCPalo Alto, CA · 2 clientsWealth manager
    Interactive Brokers 59%Schwab 41%
    $25B
  39. 766
    Makena Capital Management, LLCMenlo Park, CA · 48 clientsPrivate fund adviser
    Schwab 44%BNY 42%
    $24B
  40. 782
    Accel-KkrMenlo Park, CA · 32 clientsPrivate fund adviser
    No custodian reported
    $24B

RIAs by state