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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. 788
    Horsley Bridge Partners LLCSAN Francisco, CA · 46 clientsPrivate fund adviser
    No custodian reported
    $24B
  2. 789
    K1 Investment Management LLCManhattan Beach, CA · 26 clientsPrivate fund adviser
    No custodian reported
    $24B
  3. 797
    Jordan Park Group LLCSAN Francisco, CA · 229 clientsWealth managerHybridJP Portsmouth Capital LLC
    Fidelity 63%Schwab 37%
    $23B
  4. 810
    SeiaLOS Angeles, CA · 9,833 clientsWealth managerHybridSignature Estate Securities, LLC
    Schwab 73%Fidelity 27%
    $23B
  5. 812
    TCVMenlo Park, CA · 34 clientsPrivate fund adviser
    No custodian reported
    $23B
  6. 815
    Prime Finance Advisor, L.P.SAN Francisco, CA · 73 clientsPrivate fund adviser
    No custodian reported
    $22B
  7. 827
    Stockbridge Capital Group, LLCSAN Francisco, CA · 22 clientsPrivate fund adviserHybrid
    No custodian reported
    $22B
  8. 833
    Pnmac Capital Management, LLCWestlake Village, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $21B
  9. 838
    Core and Value Advisors, LLCSAN Francisco, CA · 14 clientsPrivate fund adviserHybrid
    No custodian reported
    $21B
  10. 849
    Ribbit CapitalPalo Alto, CA · 67 clientsPrivate fund adviser
    No custodian reported
    $21B
  11. 850
    Baker Street Advisors, LLCSAN Francisco, CA · 538 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Schwab 54%Fidelity 46%
    $21B
  12. 866
    Meketa Fiduciary Management, LLCCarlsbad, CA · 44 clientsAsset manager
    U.S. Bank 68%
    $20B
  13. 870
    Pccp, LLCLOS Angeles, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $20B
  14. 882
    Ares Capital Management II LLCLOS Angeles, CA · 28 clientsAsset managerHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    Caceis 100%
    $20B
  15. 901
    Alpine InvestorsSAN Francisco, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $19B
  16. 910
    Altimeter Capital Management, LPMenlo Park, CA · 36 clientsPrivate fund adviser
    Citi 61%Morgan Stanley 39%
    $19B
  17. 916
    Comprehensive Financial Management LLCLOS Gatos, CA · 30 clientsWealth manager
    Northern Trust 100%
    $19B
  18. 923
    GreenoaksSAN Francisco, CA · 59 clientsPrivate fund adviser
    No custodian reported
    $18B
  19. 934
    Aspiriant, LLCLOS Angeles, CA · 2,357 clientsWealth manager
    Schwab 100%
    $18B
  20. 938
    Mercury Advisory, LLCSAN Francisco, CA · 10,487 clientsAsset managerHybridMercury Investment Services LLC
    Apex Fintech 100%
    $18B
  21. 955
    Patient Square Capital, LPMenlo Park, CA · 30 clientsPrivate fund adviserHybridPatient Square Capital Markets, LLC
    No custodian reported
    $18B
  22. 956
    Penserra Capital Management LLCOrinda, CA · 49 clientsAsset managerHybridPenserra Securities, LLC
    No custodian reported
    $18B
  23. 965
    Stepstone Group Real Estate LPLa Jolla, CA · 88 clientsPrivate fund adviser
    No custodian reported
    $17B
  24. 971
    Mission Wealth Management, LPSanta Barbara, CA · 5,341 clientsWealth manager
    Fidelity 62%Schwab 38%
    $17B
  25. 984
    Aristotle Investment Services, LLCNewport Beach, CA · 1 clientsAsset managerHybrid
    No custodian reported
    $17B
  26. 987
    Freestone Grove Partners LPSAN Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $16B
  27. 993
    Divco West Real Estate Services, LLCSAN Francisco, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $16B
  28. 1006
    FartherSAN Francisco, CA · 14,965 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 61%Fidelity 39%
    $16B
  29. 1050
    CI Global Investments Inc.Oakland, CA · 27 clientsPrivate fund adviserAffiliated broker-dealerCI Investments Inc.
    RBC 100%
    $15B
  30. 1061
    Paamco Prisma, LLCNewport Beach, CA · 47 clientsPrivate fund adviser
    BNY 100%
    $14B
  31. 1073
    TSG Consumer Partners LPLarkspur, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $14B
  32. 1082
    Oaktree Fund Advisors, LLCLOS Angeles, CA · 16 clientsAsset managerHybridOCM Investments, LLC
    No custodian reported
    $14B
  33. 1083
    Meritage Group LPSAN Francisco, CA · 12 clientsPrivate fund adviserHybrid
    No custodian reported
    $14B
  34. 1101
    ConcentricWalnut Creek, CA · 5,371 clientsWealth manager
    Schwab 51%PNC Bank 26%Fidelity 23%
    $14B
  35. 1116
    Pinegrove Venture Partners, LLCMenlo Park, CA · 69 clientsPrivate fund adviserAffiliated broker-dealerBrookfield Advisors (hong Kong) Limited, Brookfield Oaktree Wealth Solutions LLC
    No custodian reported
    $14B
  36. 1129
    STG Partners, LLCMenlo Park, CA · 25 clientsPrivate fund adviser
    No custodian reported
    $13B
  37. 1131
    AcornsIrvine, CA · 8,158,329 clientsWealth managerWrap sponsorHybridAcorns Securities, LLC, clears through RBC Capital Markets
    No custodian reported
    $13B
  38. 1134
    Parthenon Capital PartnersSAN Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $13B
  39. 1138
    Asia Alternatives Management LLCSAN Francisco, CA · 158 clientsPrivate fund adviser
    No custodian reported
    $13B
  40. 1146
    Post Advisory Group, LLCLOS Angeles, CA · 40 clientsAsset manager
    Brown Brothers Harriman Investments 31%Northern Trust 25%J.P. Morgan 23%
    $13B

RIAs by state