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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
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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. 10822
    Newport Wealth Advisors, Inc.Newport Beach, CA · 1,193 clientsBroker-dealer firmHybrid
    Schwab 100%
    $263M
  2. 10823
    Tamalpais Asset ManagementLarkspur, CA · 264 clientsWealth managerHybrid
    Schwab 100%
    $263M
  3. 10827
    Private Financial CounselingLos Angeles, CA · 254 clientsWealth manager
    Schwab 100%
    $262M
  4. 10841
    Bull Oak Capital, LLCRancho Santa Fe, CA · 125 clientsWealth manager
    Altruist 100%
    $262M
  5. 10845
    Tiller Partners, LLCBeverly Hills, CA · 7 clientsAsset managerAffiliated broker-dealerICM Capital Markets, LLC
    No custodian reported
    $261M
  6. 10846
    Sage Stone Wealth Management LLCLa Jolla, CA · 126 clientsWealth manager
    Fidelity 100%
    $261M
  7. 10853
    Portfolio Advisors, Inc.Fresno, CA · 238 clientsWealth manager
    Schwab 100%
    $261M
  8. 10863
    Alamar Capital Management, LLCSanta Barbara, CA · 103 clientsWealth manager
    Schwab 100%
    $260M
  9. 10867
    Vistica Wealth Advisors, LLCCarlsbad, CA · 122 clientsWealth manager
    Schwab 100%
    $260M
  10. 10888
    Global Financial Advisory Services, Inc.Valencia, CA · 296 clientsWealth manager
    Schwab 100%
    $259M
  11. 10890
    Ishara Investments LPLos Angeles, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $259M
  12. 10901
    Pacific Capital AssociatesSan Diego, CA · 497 clientsWealth managerHybrid
    Schwab 100%
    $259M
  13. 10921
    Village Wealth AdvisorsWestlake Village, CA · 240 clientsWealth manager
    Schwab 100%
    $258M
  14. 10927
    Carbahal Olsen Financial Services Group LLCDavis, CA · 244 clientsWealth manager
    Fidelity 100%
    $258M
  15. 10949
    Vienna Asset Management LLCSaratoga, CA · 134 clientsWealth manager
    Schwab 100%
    $257M
  16. 10950
    Delarme Wealth Management, Inc.Palos Verdes Estates, CA · 168 clientsWealth manager
    Raymond James 70%Schwab 30%
    $257M
  17. 10959
    Casilio Leitch InvestmentsWalnut Creek, CA · 220 clientsWealth manager
    Fidelity 100%
    $256M
  18. 10965
    Certis Capital Management, Inc.Santa Barbara, CA · 31 clientsWealth managerHybrid
    Schwab 100%
    $256M
  19. 10973
    InceptivCulver City, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $256M
  20. 10977
    International Private Wealth Advisors LLCSan Diego, CA · 389 clientsWealth manager
    Fidelity 61%Schwab 39%
    $255M
  21. 10981
    PathwiseWalnut Creek, CA · 142 clientsWealth manager
    Schwab 100%
    $255M
  22. 10982
    Grant Private Wealth ManagementPleasanton, CA · 238 clientsWealth manager
    Schwab 100%
    $255M
  23. 10983
    Acap Asset Management, Inc.Studio City, CA · 164 clientsWealth manager
    Schwab 89%
    $255M
  24. 10993
    O'brien Investment Management, LLCTorrance, CA · 167 clientsWealth manager
    Fidelity 97%
    $254M
  25. 10995
    Madrone Investment Advisory, LLCSan Rafael, CA · 118 clientsWealth manager
    Schwab 90%
    $254M
  26. 10996
    3spoke Management, LLCIrvine, CA · 11 clientsPrivate fund adviser
    No custodian reported
    $254M
  27. 11012
    Toronado Partners LLCSan Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $254M
  28. 11019
    Alpha Analytics Investment Group LLCLos Angeles, CA · 68 clientsWealth manager
    No custodian reported
    $253M
  29. 11026
    Pacific Wealth Strategies Group, Inc.Santa Barbara, CA · 197 clientsWealth manager
    Schwab 100%
    $253M
  30. 11028
    Sterling Retirement Group of SacramentoRoseville, CA · 515 clientsWealth manager
    TradePMR / Robinhood 100%
    $253M
  31. 11042
    Winters Financial Group, Inc.Westlake Village, CA · 273 clientsWealth managerHybrid
    Fidelity 100%
    $252M
  32. 11045
    QCA Capital Management IncLos Angeles, CA · 117 clientsBroker-dealer firmHybridQuincy Cass Associates, Incorporated, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $252M
  33. 11051
    Fischer Investment Strategies, LLCWestlake Village, CA · 418 clientsWealth manager
    Schwab 100%
    $252M
  34. 11054
    Advanced Financial Strategies IncIrvine, CA · 145 clientsWealth managerHybrid
    Schwab 100%
    $252M
  35. 11068
    Team Wealth & Tax AdvisorsTemecula, CA · 366 clientsWealth manager
    Schwab 100%
    $251M
  36. 11070
    M Premier PartnersIndian Wells, CA · 251 clientsWealth managerHybrid
    Schwab 100%
    $251M
  37. 11072
    Seek First Inc.Campbell, CA · 86 clientsWealth manager
    Schwab 100%
    $251M
  38. 11084
    Amara Financial, LLCSan Francisco, CA · 144 clientsWealth manager
    Schwab 100%
    $250M
  39. 11090
    Fisher & Wiens Wealth Management, LLCDanville, CA · 300 clientsWealth managerHybrid
    LPL Financial 100%
    $250M
  40. 11093
    Maven Equity Partners, LLCLarkspur, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $250M

RIAs by state