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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. 8626
    Center Capital Partners LLCBeverly Hills, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $415M
  2. 8630
    Western Financial CorporationSan Diego, CA · 180 clientsWealth manager
    Schwab 100%
    $414M
  3. 8635
    Oak Asset Management, LLCWestlake Village, CA · 251 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $414M
  4. 8636
    Autilus Partners LLCSanta Monica, CA · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $414M
  5. 8639
    TED Buchan & CompanySan Diego, CA · 383 clientsWealth manager
    Pershing 100%
    $413M
  6. 8651
    Petix & Botte FinancialLa Mesa, CA · 473 clientsWealth managerHybrid
    LPL Financial 100%
    $412M
  7. 8666
    Everest Private WealthCupertino, CA · 90 clientsWealth manager
    Schwab 100%
    $411M
  8. 8669
    ESO Management Services LLCSan Mateo, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $411M
  9. 8674
    Ogborne Capital Management, LLC.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $410M
  10. 8678
    Boyd Wealth Management, LLCSacramento, CA · 162 clientsWealth manager
    Schwab 86%
    $410M
  11. 8702
    Navigoe, LLCRedondo Beach, CA · 156 clientsWealth manager
    Schwab 100%
    $408M
  12. 8710
    Womack Wealth Management, Inc.Manhattan Beach, CA · 198 clientsWealth manager
    Schwab 61%Fidelity 39%
    $407M
  13. 8723
    Orbis Investment Management (u.s.), L.P.San Francisco, CA · 2 clientsPrivate fund adviserHybridAllan Gray Australia PTY Limited, Allan Gray International Proprietary Limited
    No custodian reported
    $405M
  14. 8763
    Capital Trust AdvisorsSan Rafael, CA · 231 clientsWealth manager
    Schwab 100%
    $403M
  15. 8772
    O'neil Global Advisors, Inc.Los Angeles, CA · 11 clientsAsset managerHybridO'neil Securities Incorporated
    Interactive Brokers 82%
    $402M
  16. 8776
    Practicecfo InvestmentsSan Diego, CA · 420 clientsAsset manager
    Schwab 75%Vanguard 25%
    $402M
  17. 8780
    Essential Partners LLCRancho Santa Fe,, CA · 58 clientsWealth manager
    Schwab 53%Fidelity 47%
    $401M
  18. 8790
    Ticino WealthMission Viejo, CA · 296 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $400M
  19. 8804
    Revitate Fund Advisor LLCNewport Beach, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $399M
  20. 8810
    Concord Investment CounselIrvine, CA · 207 clientsWealth manager
    Schwab 100%
    $398M
  21. 8828
    Miramontes Capital, LLCNewport Beach, CA · 744 clientsWealth managerWrap sponsorHybridBalanced Security Planning, Inc.
    Schwab 100%
    $397M
  22. 8829
    New Insight Wealth AdvisorsSan Ramon, CA · 375 clientsWealth managerHybrid
    Schwab 100%
    $397M
  23. 8873
    Knuff & Company LLCFoster City, CA · 29 clientsWealth manager
    Schwab 100%
    $394M
  24. 8878
    "tate Asset Management" and "dco Wealth Management"Rancho Santa Fe, CA · 256 clientsWealth manager
    Schwab 100%
    $393M
  25. 8880
    Core Wealth Partners LLCSanta Rosa, CA · 385 clientsWealth manager
    Schwab 90%
    $393M
  26. 8895
    Carmel Capital Management L.L.C.Carmel, CA · 102 clientsWealth manager
    Schwab 100%
    $392M
  27. 8911
    Platt Wealth ManagementSan Diego, CA · 205 clientsWealth manager
    Schwab 100%
    $391M
  28. 8912
    Shrier Wealth Management, LLCLos Angeles, CA · 158 clientsWealth manager
    Schwab 100%
    $391M
  29. 8913
    Harold Davidson & Associates, IncLos Angeles, CA · 249 clientsWealth manager
    Schwab 100%
    $391M
  30. 8916
    Clearlight Partners Management, LLCNewport Beach, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $390M
  31. 8922
    Hahn Capital Management, LLCWalnut Creek, CA · 69 clientsAsset manager
    Schwab 100%
    $390M
  32. 8927
    Pacific Point Advisors, LLCSan Diego, CA · 86 clientsWealth manager
    Schwab 100%
    $390M
  33. 8932
    Avisen Advisors, LLCSacramento, CA · 191 clientsWealth managerHybridAvisen Wealth Management, Inc.
    Pershing 100%
    $389M
  34. 8940
    Pathways Advisory Group, Inc.Fresno, CA · 186 clientsWealth manager
    Schwab 100%
    $388M
  35. 8943
    Brian D. Lowder, Inc.San Diego, CA · 195 clientsWealth manager
    Schwab 100%
    $388M
  36. 8948
    Orso Partners, LPSouth San Francisco, CA · 1 clientsAsset manager
    Wells Fargo 53%Morgan Stanley 47%
    $387M
  37. 8950
    Braeswood Carbon Management, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $387M
  38. 8953
    Lewis Asset ManagementLafayette, CA · 282 clientsWealth manager
    Schwab 100%
    $387M
  39. 8954
    Archvest Wealth Advisors, Inc.Concord, CA · 339 clientsWealth manager
    Schwab 100%
    $387M
  40. 8963
    Canter WealthLa Jolla, CA · 280 clientsWealth manager
    Schwab 100%
    $386M

RIAs by state