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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. 10053
    Blue Sky Capital Consultants Group, Inc.Poway, CA · 506 clientsWealth managerHybrid
    Schwab 100%
    $306M
  2. 10078
    Retirement Capital Strategies, Inc.San Jose, CA · 263 clientsWealth manager
    Schwab 100%
    $305M
  3. 10079
    Kachkovsky & Fisher, Inc.San Diego, CA · 457 clientsWealth managerWrap sponsor
    Raymond James 100%
    $305M
  4. 10089
    Logica Capital Advisers, LLCLos Angeles, CA · 5 clientsAsset manager
    UBS 100%
    $305M
  5. 10093
    Nautilus Advisors LLCLa Jolla, CA · 188 clientsWealth manager
    Schwab 100%
    $304M
  6. 10098
    Thryve Wealth ManagementSanta Barbara, CA · 84 clientsWealth manager
    Schwab 100%
    $304M
  7. 10101
    Signature Resources Capital Management, LLCNewport Beach, CA · 378 clientsWealth manager
    Schwab 100%
    $304M
  8. 10128
    Core FinancialEl Segundo, CA · 129 clientsWealth managerWrap sponsor
    Fidelity 53%Schwab 38%
    $302M
  9. 10155
    Westwood Wealth ManagementLos Angeles, CA · 130 clientsWealth manager
    LPL Financial 100%
    $300M
  10. 10171
    Silver Oak Wealth Advisors Services, LLCLos Angeles, CA · 142 clientsWealth manager
    Schwab 100%
    $300M
  11. 10173
    Panoramic Capital, LLCLarkspur, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $300M
  12. 10202
    Trend Trade Pro, LLCPasadena, CA · 161 clientsAsset manager
    No custodian reported
    $298M
  13. 10222
    Pring TurnerAlamo, CA · 190 clientsWealth manager
    Schwab 100%
    $297M
  14. 10237
    Commonwealth Asset Management LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $296M
  15. 10248
    Krane Financial SolutionsCalabasas, CA · 180 clientsWealth manager
    Schwab 100%
    $295M
  16. 10251
    Illumen Capital Management, LLCOakland, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $295M
  17. 10264
    Plus CapitalVenice, CA · 15 clientsPrivate fund adviserHybridPlus Venture Partners, LLC
    No custodian reported
    $294M
  18. 10267
    Sherwood Financial Partners, LLCWestlake Village, CA · 88 clientsWealth manager
    Schwab 100%
    $294M
  19. 10271
    Copperplate Capital LLCMenlo Park, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $294M
  20. 10276
    Private Portfolios, Inc.San Mateo, CA · 267 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $293M
  21. 10278
    Tate Private Wealth AdvisersSacramento, CA · 145 clientsWealth manager
    Schwab 77%Fidelity Distributors Company 23%
    $293M
  22. 10301
    McNaughton Wealth Management, LLCSan Diego, CA · 240 clientsWealth manager
    Schwab 100%
    $292M
  23. 10315
    Accretive Wealth Management, LLCSan Ramon, CA · 220 clientsWealth manager
    Equity Trust 35%Schwab 33%Inspira Financial 33%
    $291M
  24. 10332
    LitfundMill Valley, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $290M
  25. 10365
    Kanani Advisory Group Inc.Irvine, CA · 598 clientsWealth manager
    Fidelity 75%Schwab 25%
    $288M
  26. 10373
    Liquid Capital Management LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridRainmaker Securities, LLC
    No custodian reported
    $288M
  27. 10381
    The Gores Group, LLCBeverly Hills, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $287M
  28. 10382
    Rice Financial Consulting, Inc.Los Gatos, CA · 369 clientsWealth manager
    Schwab 65%Axos 35%
    $287M
  29. 10383
    Kaizen Financial Strategies, LLCPleasanton, CA · 284 clientsWealth managerWrap sponsor
    Schwab 100%
    $287M
  30. 10393
    Vila, LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $287M
  31. 10397
    The Foundation Investment GroupLafayette, CA · 151 clientsWealth managerHybrid
    Schwab 100%
    $286M
  32. 10417
    Integrity Wealth Advisors, Inc.Ventura, CA · 832 clientsWealth manager
    Schwab 100%
    $285M
  33. 10437
    Benningfield Financial Advisors, LLCSan Francisco, CA · 48 clientsWealth manager
    Fidelity 100%
    $284M
  34. 10458
    Hesen & HaslamWoodland Hills, CA · 269 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $284M
  35. 10463
    Silvia McColl Wealth Management, LLCSan Diego, CA · 110 clientsWealth manager
    Schwab 100%
    $283M
  36. 10470
    Bulman Wealth GroupRoseville, CA · 556 clientsWealth manager
    Fidelity 86%
    $283M
  37. 10474
    Cooper Capital GroupEncinitas, CA · 208 clientsWealth managerHybrid
    Schwab 100%
    $283M
  38. 10476
    Trilinc Advisors, LLCManhattan Beach, CA · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $283M
  39. 10484
    Hoertkorn Richard CharlesKentfield, CA · 74 clientsWealth manager
    Schwab 100%
    $282M
  40. 10487
    Carter Financial, LLCLa Jolla, CA · 177 clientsWealth manager
    Schwab 100%
    $282M

RIAs by state