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. 7626
    Ariston Services Group, LLCSan Diego, CA · 70 clientsWealth manager
    Schwab 100%
    $527M
  2. 7628
    Retirement Wellness GroupPasadena, CA · 83 clientsAsset manager
    No custodian reported
    $527M
  3. 7643
    SST Benefits ConsultingAliso Viejo, CA · 5 clientsAsset manager
    No custodian reported
    $524M
  4. 7645
    DLK Investment ManagementSolana Beach, CA · 467 clientsWealth manager
    Schwab 100%
    $524M
  5. 7658
    Verso PartnersSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $522M
  6. 7659
    Reflow Services, LLCSan Francisco, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $521M
  7. 7665
    Paul CapitalSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $521M
  8. 7681
    Parkshore Wealth ManagementGranite Bay, CA · 528 clientsWealth manager
    Schwab 100%
    $518M
  9. 7682
    Seldon Capital LPSan Francisco, CA · 3 clientsPrivate fund adviser
    Fidelity Distributors Company 77%Schwab 23%
    $518M
  10. 7688
    Nestyield EtfsDowney, CA · 4 clientsAsset managerHybridCentaurus Financial, Inc.
    Schwab 100%
    $517M
  11. 7689
    Chelsea Management CompanyWoodland Hills, CA · 95 clientsAsset manager
    Comerica Bank & Trust 51%Schwab 33%
    $517M
  12. 7691
    Gifford Fong AssociatesLafayette, CA · 1 clientsAsset manager
    No custodian reported
    $517M
  13. 7696
    Prudent InvestorsLake Forest, CA · 670 clientsWealth manager
    Schwab 100%
    $516M
  14. 7703
    Prism Advisors, Inc.Studio City, CA · 242 clientsWealth managerWrap sponsor
    Schwab 100%
    $515M
  15. 7708
    Gavilan Investment Partners LLCBurlingame, CA · 2 clientsAsset manager
    Citi 100%
    $515M
  16. 7719
    DEW Point CapitalLos Angeles, CA · 618 clientsWealth manager
    Schwab 100%
    $513M
  17. 7729
    Cypress Point Investment Management LPMill Valley, CA · 4 clientsAsset manager
    Citi 76%Morgan Stanley 24%
    $512M
  18. 7736
    Robert L. Bender, Inc. DBA Robert Bender & AssociatesPasadena, CA · 341 clientsWealth manager
    Schwab 100%
    $511M
  19. 7756
    Lavelle CapitalSan Francisco, CA · 93 clientsWealth manager
    Schwab 91%
    $508M
  20. 7757
    IBN Asset Management, LLCThousand Oaks, CA · 12 clientsAsset managerHybridInstitutional Bond Network, LLC, clears through Wedbush
    BNY 73%U.S. Bank 27%
    $508M
  21. 7759
    Solace Capital Partners, L.P.El Segundo, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $508M
  22. 7761
    Financial Designs CorporationClaremont, CA · 516 clientsWealth managerWrap sponsor
    Schwab 100%
    $508M
  23. 7787
    Next Horizon CapitalSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $506M
  24. 7804
    Ducere Wealth ManagementNewport Beach, CA · 128 clientsWealth manager
    Schwab 100%
    $504M
  25. 7805
    Weinberger Asset Management, IncLos Angeles, CA · 176 clientsWealth manager
    Schwab 100%
    $504M
  26. 7811
    Prosperity Financial Group, Inc.San Ramon, CA · 612 clientsWealth managerHybrid
    Schwab 100%
    $503M
  27. 7812
    Preservation Equity Fund Advisors, LLCIrvine, CA · 4 clientsPrivate fund adviserAffiliated broker-dealerWNC Capital Corporation
    No custodian reported
    $503M
  28. 7814
    Boltwood Capital ManagementWalnut Creek, CA · 230 clientsWealth manager
    Schwab 100%
    $503M
  29. 7827
    Private Wealth Solutions, LLCCalabasas, CA · 275 clientsBroker-dealer firmHybrid
    Schwab 100%
    $500M
  30. 7832
    Greenstone Partners, LLCLarkspur, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $499M
  31. 7835
    Presidio Capital Management, LLCSan Diego, CA · 351 clientsWealth manager
    Schwab 100%
    $499M
  32. 7856
    Powerlaw Fund Adviser, LLCSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $496M
  33. 7859
    Structural Capital Management Company II, LPMenlo Park, CA · 17 clientsPrivate fund adviser
    No custodian reported
    $496M
  34. 7869
    Infanger Investment Technology, LLCMountain View, CA · 1 clientsAsset manager
    Morgan Stanley 44%Bank Gutmann Aktiengesellschaft 25%
    $495M
  35. 7871
    JDH Wealth Management, LLCSanta Rosa, CA · 136 clientsWealth manager
    Schwab 75%Fidelity 25%
    $495M
  36. 7898
    Atwater Capital, LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $491M
  37. 7921
    One Degree Advisors, Inc.San Diego, CA · 466 clientsWealth manager
    Schwab 100%
    $489M
  38. 7923
    Westerly Capital Management LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $489M
  39. 7927
    Gordian Wealth Advisors, LLCMill Valley, CA · 114 clientsWealth managerHybrid
    Schwab 100%
    $489M
  40. 7931
    Financial Avengers, Inc.Oakland, CA · 206 clientsWealth manager
    Schwab 100%
    $488M

RIAs by state