Sunday, October 25, 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. 7273
    G.W. Sherwold Associates, Inc.Lake Forest, CA · 424 clientsBroker-dealer firmHybrid
    No custodian reported
    $572M
  2. 7276
    Linepoint Partners & Co.Los Angeles, CA · 34 clientsAsset manager
    Goldman Sachs 66%Northern Trust 34%
    $572M
  3. 7278
    Painted Porch Advisors LLCSanta Barbara, CA · 297 clientsWealth manager
    Schwab 100%
    $572M
  4. 7290
    TTP Investments, Inc.San Jose, CA · 382 clientsWealth manager
    Fidelity 100%
    $571M
  5. 7293
    Bay Hills Capital Management, LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $570M
  6. 7298
    Potentia WealthSan Jose, CA · 731 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $569M
  7. 7309
    Pier 88 Investment Partners, LLCSan Francisco, CA · 12 clientsAsset manager
    Northern Trust 100%
    $568M
  8. 7311
    Hillcrest Financial GroupThousand Oaks, CA · 347 clientsWealth manager
    Fidelity 100%
    $568M
  9. 7318
    FrecSan Francisco, CA · 1,830 clientsWealth managerHybridFrec Securities LLC, clears through Apex Clearing
    No custodian reported
    $567M
  10. 7325
    Alteri WealthWestlake Village, CA · 350 clientsWealth managerHybrid
    No custodian reported
    $566M
  11. 7336
    Jackson Square Capital, LLCSan Francisco, CA · 631 clientsWealth managerWrap sponsor
    Pershing 100%
    $564M
  12. 7343
    Tortuga Advisers LLCSimi Valley, CA · 40 clientsWealth manager
    No custodian reported
    $564M
  13. 7364
    Towerpoint Wealth, LLCSacramento, CA · 570 clientsWealth managerHybrid
    Schwab 100%
    $561M
  14. 7378
    Aecom Capital Real Estate, LLCLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $560M
  15. 7379
    Ocean Path Advisors, LLCManhattan Beach, CA · 196 clientsWealth manager
    Schwab 100%
    $560M
  16. 7390
    Impact Investment Adviser LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $559M
  17. 7396
    Life Line Wealth Management LLCBeverly Hills, CA · 97 clientsWealth manager
    Schwab 100%
    $558M
  18. 7401
    Trinity Capital Management, LLCSanta Barbara, CA · 393 clientsWealth manager
    Schwab 100%
    $557M
  19. 7407
    SF Equity Partners Management, LLCSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $556M
  20. 7420
    ION Pacific, Inc.Venice, CA · 47 clientsPrivate fund adviser
    No custodian reported
    $555M
  21. 7427
    Avalon Global Asset Management LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $554M
  22. 7429
    Asset Planning, IncLos Alamitos, CA · 373 clientsWealth manager
    Schwab 100%
    $553M
  23. 7432
    Creekside PartnersPetaluma, CA · 274 clientsWealth manager
    Schwab 100%
    $553M
  24. 7438
    Omega Financial Group, LLCSanta Barbara, CA · 324 clientsWealth manager
    Schwab 85%
    $552M
  25. 7447
    Dedora Capital, Inc.Napa, CA · 467 clientsWealth manager
    Schwab 100%
    $551M
  26. 7459
    Cable CAR Capital, LPSan Francisco, CA · 4 clientsPrivate fund adviser
    Schwab 90%
    $548M
  27. 7462
    Crux Wealth AdvisorsLong Beach, CA · 676 clientsWealth managerHybrid
    Pershing 100%
    $548M
  28. 7468
    Jet Wealth AdvisorsLa Jolla, CA · 556 clientsWealth manager
    Fidelity 100%
    $547M
  29. 7478
    Selby Wealth ManagementEmeryville, CA · 187 clientsWealth manager
    Schwab 100%
    $545M
  30. 7481
    Sierra Ocean, LLCRipon, CA · 181 clientsWealth manager
    Schwab 100%
    $545M
  31. 7489
    Andrews, Lucia Wealth Management LLCDanville, CA · 197 clientsWealth manager
    Schwab 71%Fidelity 29%
    $543M
  32. 7513
    Ahoy CapitalPalo Alto, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $540M
  33. 7516
    Lk&a Investment CounselPasadena, CA · 83 clientsWealth manager
    U.S. Bank 41%Schwab 40%
    $540M
  34. 7522
    K Fund Capital Management, LLCLos Angeles, CA · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $539M
  35. 7550
    Legacy Capital Group California, Inc.Los Gatos, CA · 231 clientsAsset managerHybrid
    Fidelity 100%
    $536M
  36. 7554
    Triagen Wealth Management LLCCalabasas, CA · 351 clientsWealth managerHybrid
    Schwab 100%
    $535M
  37. 7577
    Passport Capital, LLCSan Francisco, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $532M
  38. 7582
    DST Wealth Management LLCIndian Wells, CA · 197 clientsWealth managerHybrid
    Schwab 100%
    $532M
  39. 7585
    Cerro Pacific Wealth Advisors, LLCSan Luis Obispo, CA · 254 clientsWealth manager
    Fidelity 100%
    $532M
  40. 7612
    Willow Creek FinancialSan Diego, CA · 238 clientsWealth managerWrap sponsor
    Schwab 100%
    $529M

RIAs by state