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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. 8298
    DRC Investment Advisors, LLCSanta Monica, CA · 6 clientsAsset manager
    No custodian reported
    $446M
  2. 8299
    Roberts Wealth Advisors, LLCMenlo Park, CA · 150 clientsWealth manager
    Schwab 100%
    $446M
  3. 8307
    Spectrum Wealth Advisory Group, LLCGranite Bay, CA · 670 clientsWealth managerHybrid
    LPL Financial 100%
    $445M
  4. 8324
    O'boyle Wealth Management, Inc.Beverly Hills, CA · 410 clientsWealth managerWrap sponsor
    Fidelity 85%
    $444M
  5. 8327
    Pavion Blue Capital, LLCNewport Beach, CA · 172 clientsWealth manager
    Fidelity 100%
    $444M
  6. 8336
    Greykasell Wealth Strategies, Inc.Danville, CA · 124 clientsWealth manager
    Fidelity 79%
    $443M
  7. 8339
    Spiegelman Wealth Management, Inc.Walnut Creek, CA · 183 clientsWealth managerWrap sponsor
    Fidelity 100%
    $443M
  8. 8343
    Lifesteps FinancialClaremont, CA · 680 clientsWealth manager
    Schwab 100%
    $443M
  9. 8347
    Figure Investment Advisors, LLCSan Francisco, CA · 5 clientsAsset managerHybridFigure Securities, Inc.
    No custodian reported
    $442M
  10. 8368
    AG Asset Advisory, LLCLos Angeles, CA · 37 clientsWealth manager
    Schwab 87%
    $440M
  11. 8382
    Osterweis Capital ManagementSan Francisco, CA · 34 clientsWealth managerHybrid
    Citi 73%Schwab 27%
    $439M
  12. 8384
    Groundforce Capital Management, LLCMill Valley, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $439M
  13. 8414
    Blueprint Investing LLCSan Francisco, CA · 42 clientsWealth manager
    Schwab 79%
    $436M
  14. 8415
    Westend Capital Management, LLC.Sausalito, CA · 331 clientsWealth manager
    Schwab 99%
    $436M
  15. 8431
    Carmel Capital Partners, LLCSan Diego, CA · 263 clientsWealth manager
    Schwab 100%
    $434M
  16. 8435
    Sestante Family OfficeCoronado, CA · 16 clientsWealth manager
    Schwab 87%
    $434M
  17. 8444
    BGV VC Management LLCMenlo Park, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $433M
  18. 8445
    Lightspeed FactionPalo Alto, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $433M
  19. 8448
    Engaged CapitalNewport Beach, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $432M
  20. 8455
    Tricord Advisors, Inc.Riverside, CA · 552 clientsWealth managerHybrid
    Schwab 95%
    $432M
  21. 8457
    Foreword Capital, LPSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $431M
  22. 8466
    Arrowroot Family Office, LLCMarina Del Rey, CA · 1,415 clientsWealth managerAffiliated broker-dealerArrowroot Partners, LLC
    Schwab 100%
    $431M
  23. 8488
    Abound FinancialGranite Bay, CA · 541 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $428M
  24. 8491
    Belay Investment Group, LLCSherman Oaks, CA · 2 clientsAsset manager
    No custodian reported
    $427M
  25. 8494
    O'donnell Financial Services, LLCSan Rafael, CA · 995 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $427M
  26. 8525
    TCW Asset Backed Finance Management Company LLCLos Angeles, CA · 1 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    No custodian reported
    $425M
  27. 8530
    Syrios Wealth Management GroupLa Jolla, CA · 145 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $425M
  28. 8537
    Castle Coast Wealth, LLCLa Jolla, CA · 306 clientsWealth manager
    Schwab 100%
    $424M
  29. 8544
    Blakeslee & Blakeslee Financial Advisers Inc.San Luis Obispo, CA · 807 clientsWealth managerWrap sponsorHybridBlakeslee and Blakeslee Inc.
    No custodian reported
    $423M
  30. 8546
    McCarthy Asset Management, Inc.Redwood Shores, CA · 218 clientsWealth manager
    Schwab 100%
    $422M
  31. 8560
    Rubicon AdvisorsRedding, CA · 1,391 clientsWealth managerHybrid
    LPL Financial 100%
    $421M
  32. 8562
    Gencap Portfolio ManagementTiburon, CA · 184 clientsWealth manager
    Schwab 100%
    $420M
  33. 8569
    Potrero Capital Research, LLCSan Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $420M
  34. 8578
    Seabird Investment PartnersSan Diego, CA · 57 clientsAsset manager
    Fidelity 55%Schwab 45%
    $419M
  35. 8594
    Honte Advisors LLCBerkeley, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $418M
  36. 8596
    Flatrock Wealth Partners LLCNewport Beach, CA · 73 clientsWealth manager
    Schwab 54%Fidelity 46%
    $418M
  37. 8598
    Eagle Wealth Management Group Inc.Valencia, CA · 480 clientsWealth managerHybrid
    Schwab 100%
    $418M
  38. 8618
    Davidson Kahn Capital Management, LLCSherman Oaks, CA · 252 clientsWealth manager
    Schwab 70%
    $415M
  39. 8621
    First Wilshire Securities Management, Inc.Pasadena, CA · 286 clientsWealth manager
    Schwab 100%
    $415M
  40. 8625
    Flywheel Private Wealth LLCLos Altos, CA · 121 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $415M

RIAs by state