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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. 9349
    Clay Northam Wealth ManagementHuntington Beach, CA · 420 clientsWealth manager
    Schwab 100%
    $355M
  2. 9378
    Validex Global InvestingIrvine, CA · 9 clientsAsset manager
    LPL Financial 100%
    $353M
  3. 9380
    Grattan Financial Strategies, Inc.San Gabriel, CA · 313 clientsWealth managerHybrid
    No custodian reported
    $353M
  4. 9383
    Century Park Capital PartnersEl Segundo, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $352M
  5. 9394
    Dean Roland Russell, LLCSan Diego, CA · 176 clientsWealth manager
    No custodian reported
    $351M
  6. 9396
    Sitrin Capital Management, LLCCentury City, CA · 236 clientsWealth manager
    Schwab 100%
    $351M
  7. 9410
    Sonoma AllocationsSanta Rosa, CA · 332 clientsWealth manager
    Schwab 100%
    $350M
  8. 9412
    Superior Planning Wealth Management & Family OfficeSan Diego, CA · 516 clientsWealth managerHybrid
    Raymond James 42%Schwab 39%
    $350M
  9. 9427
    Carbon Collective Investing, LLCOakland, CA · 1,359 clientsAsset manager
    Matrix Trust 42%Altruist 28%
    $348M
  10. 9447
    Right Side Capital Management, LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $347M
  11. 9448
    Citrine CapitalSan Francisco, CA · 141 clientsWealth manager
    Schwab 100%
    $347M
  12. 9454
    Gebhardt Group, IncLafayette, CA · 232 clientsWealth manager
    Schwab 100%
    $346M
  13. 9458
    Triatomic CapitalPalo Alto, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $346M
  14. 9474
    Islander Capital Partners, L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $345M
  15. 9482
    Guinness Atkinson Asset Management, Inc.Pasadena, CA · 1 clientsAsset manager
    No custodian reported
    $344M
  16. 9487
    The Clark Group Asset ManagementDana Point, CA · 469 clientsWealth manager
    Schwab 100%
    $344M
  17. 9501
    Williams & Novak Wealth Management, LLCWestlake Village, CA · 285 clientsWealth managerHybrid
    Fidelity 100%
    $343M
  18. 9516
    Second 50 FinancialManhattan Beach, CA · 156 clientsWealth manager
    Schwab 100%
    $342M
  19. 9522
    Avila Real Estate CapitalCorte Madera, CA · 5 clientsPrivate fund adviserHybridBuilder Advisor Group, LLC
    No custodian reported
    $341M
  20. 9524
    Tiemann Investment Advisors, LLCMenlo Park, CA · 98 clientsWealth manager
    Schwab 75%Fidelity 25%
    $341M
  21. 9540
    Marathon Management Partners LLCBeverly Hills, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $340M
  22. 9545
    Park, Miller, LLCWalnut Creek, CA · 44 clientsWealth manager
    Fidelity 100%
    $340M
  23. 9566
    Eiger Wealth Management, LLCSan Diego, CA · 118 clientsWealth manager
    Schwab 100%
    $339M
  24. 9574
    Variant Equity Advisors, LLCLos Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $338M
  25. 9578
    Mine & Arao Wealth Creation and Management, LLCCampbell, CA · 222 clientsWealth manager
    Schwab 100%
    $338M
  26. 9600
    Assembly WealthMill Valley, CA · 209 clientsWealth managerWrap sponsor
    Schwab 100%
    $337M
  27. 9631
    Gotham Green Partners, LLCSanta Monica, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $335M
  28. 9632
    Abra Capital Management, LPSan Francisco, CA · 277 clientsAsset manager
    Fireblocks 100%
    $335M
  29. 9643
    Oceaniq Capital, LLCPalo Alto, CA · 452 clientsWealth managerHybrid
    Schwab 100%
    $334M
  30. 9645
    Evermont WealthClaremont, CA · 496 clientsWealth manager
    Schwab 100%
    $334M
  31. 9648
    Checkpoint Capital L.P.San Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $334M
  32. 9652
    Congruence Capital, LLCLos Angeles, CA · 3 clientsAsset manager
    Morgan Stanley 85%
    $334M
  33. 9666
    American FundstarsIrvine, CA · 463 clientsBroker-dealer firmHybrid
    Schwab 100%
    $333M
  34. 9667
    Fall Line Capital, LLCSan Mateo, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $332M
  35. 9669
    Oliveira WealthModesto, CA · 1,032 clientsWealth managerHybrid
    Schwab 100%
    $332M
  36. 9673
    Delta Accumulation, LLCSausalito, CA · 8 clientsWealth manager
    Interactive Brokers 100%
    $332M
  37. 9675
    Solano Wealth AdvisorsFairfield, CA · 456 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $332M
  38. 9684
    5t Wealth, LLCNapa, CA · 297 clientsWealth manager
    Fidelity 98%
    $331M
  39. 9686
    Charles Fish Investments, Inc.Irvine, CA · 42 clientsWealth manager
    U.S. Bank 73%Schwab 27%
    $331M
  40. 9690
    Yoder Wealth ManagementWalnut Creek, CA · 74 clientsWealth managerWrap sponsor
    Schwab 100%
    $331M

RIAs by state