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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. 10495
    Sandbridge Investment Management, LLCLos Angeles, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $282M
  2. 10505
    Miller Avenue Advisors LLCMill Valley, CA · 81 clientsWealth manager
    Schwab 100%
    $281M
  3. 10516
    Family FinancialManhattan Beach, CA · 108 clientsWealth manager
    Schwab 100%
    $280M
  4. 10521
    WWM Advisory Inc.Culver City, CA · 110 clientsWealth manager
    Vanguard 50%Morgan Stanley 29%
    $280M
  5. 10523
    Victus Capital WealthSanta Monica, CA · 188 clientsWealth manager
    Schwab 0%
    $280M
  6. 10525
    Fathom Point Capital LLCSan Francisco, CA · 3 clientsAsset manager
    No custodian reported
    $280M
  7. 10526
    Conquis Financial LLCMillbrae, CA · 50 clientsWealth manager
    Schwab 100%
    $280M
  8. 10538
    Mosley Wealth Management, Inc.Anaheim, CA · 707 clientsWealth manager
    Schwab 100%
    $279M
  9. 10540
    American Discovery Investment Advisors, LLCLos Angeles, CA · 3 clientsPrivate fund adviserHybridAmerican Discovery Advisors, LLC
    No custodian reported
    $279M
  10. 10544
    Kurv Investment Management LLCSan Francisco, CA · 10 clientsAsset managerHybrid
    No custodian reported
    $279M
  11. 10555
    Superbloom PartnersVenice, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $279M
  12. 10558
    Verity Wealth Advisors, LLCSausalito, CA · 52 clientsWealth manager
    Schwab 100%
    $279M
  13. 10569
    Spectrum Financial ManagementSan Rafael, CA · 150 clientsWealth manager
    Schwab 100%
    $278M
  14. 10572
    Foronjy FinancialSanta Barbara, CA · 187 clientsWealth manager
    LPL Financial 73%Fidelity 23%
    $278M
  15. 10575
    Auspicious Financial Planning, LLCSan Ramon, CA · 193 clientsWealth managerWrap sponsor
    Schwab 100%
    $278M
  16. 10600
    Simplifi, Inc.San Diego, CA · 301 clientsWealth manager
    Schwab 100%
    $276M
  17. 10604
    Corridor Capital, LLCLos Angeles, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $276M
  18. 10610
    Challenger Wealth ManagementAliso Viejo, CA · 263 clientsWealth manager
    Schwab 100%
    $276M
  19. 10619
    CMR Capital Management, LLCPasadena, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $275M
  20. 10632
    Mission Hills Financial Advisory LLCSan Diego, CA · 301 clientsWealth manager
    Schwab 100%
    $274M
  21. 10644
    Graceada PartnersModesto, CA · 41 clientsAsset manager
    No custodian reported
    $273M
  22. 10672
    Triangle Peak Partners, LPPalo Alto, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $272M
  23. 10686
    Round Hill Asset Management IncPasadena, CA · 186 clientsWealth manager
    Schwab 100%
    $271M
  24. 10688
    Healthpointcapital Management, LLCSan Diego, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $271M
  25. 10691
    Palisades Investment Partners, LLCEl Segundo, CA · 92 clientsAsset managerHybrid
    J.P. Morgan 51%State Street 49%
    $271M
  26. 10697
    PAN Global Advisers, LLCNewport Beach, CA · 20 clientsAsset manager
    Schwab 100%
    $270M
  27. 10708
    Evart, Young & Hobbs Investment ManagementRedwood City, CA · 240 clientsWealth manager
    Schwab 100%
    $270M
  28. 10714
    Wallace Advisory Group, LLCLafayette, CA · 87 clientsWealth managerHybrid
    Schwab 100%
    $269M
  29. 10718
    Prosperity Wealth Planning LLCIrvine, CA · 173 clientsWealth manager
    Schwab 100%
    $269M
  30. 10729
    Stonebridge Capital Management IncLos Angeles, CA · 212 clientsWealth manager
    Schwab 100%
    $269M
  31. 10739
    CWS Capital Partners LLCNewport Beach, CA · 28 clientsPrivate fund adviserHybridClayton, Williams & Sherwood Investments
    No custodian reported
    $268M
  32. 10741
    Karl KapitalSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $268M
  33. 10742
    BPM Wealth Advisors, LLCSan Francisco, CA · 59 clientsAsset managerHybrid
    Fidelity 69%Schwab 31%
    $268M
  34. 10751
    Retirementadvice | JKAAnaheim, CA · 256 clientsWealth manager
    Schwab 100%
    $267M
  35. 10760
    Prosser Creek Asset Management LLCCorte Madera, CA · 3 clientsAsset manager
    Fidelity 100%
    $267M
  36. 10770
    Cerda Munoz Advisors, IncWhittier, CA · 675 clientsWealth manager
    Schwab 100%
    $266M
  37. 10774
    Bernzott Capital AdvisorsCamarillo, CA · 214 clientsWealth manager
    Fidelity 100%
    $265M
  38. 10795
    Fuller Investment Management CompanyPasadena, CA · 73 clientsPrivate fund adviser
    Schwab 100%
    $264M
  39. 10809
    Chokshi & Queen Wealth AdvisorsSan Diego, CA · 682 clientsWealth manager
    Schwab 100%
    $263M
  40. 10810
    Harmony Point Wealth Advisors, Inc.Irvine, CA · 272 clientsWealth managerHybrid
    Assetmark 96%
    $263M

RIAs by state