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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. 11097
    Ehrlich Financial GroupLaguna Niguel, CA · 207 clientsWealth manager
    Schwab 100%
    $250M
  2. 11098
    Altura Wealth Advisors Inc.Santa Clara, CA · 448 clientsWealth manager
    Schwab 100%
    $250M
  3. 11109
    Tidecrest Wealth Management, LLCNewport Beach, CA · 101 clientsWealth manager
    Fidelity 100%
    $250M
  4. 11113
    Summit Wealth Management Group, Inc.Camarillo, CA · 386 clientsWealth managerHybrid
    LPL Financial 100%
    $250M
  5. 11114
    Calabasas Advisory Group, LLCWestlake Village, CA · 488 clientsWealth manager
    Fidelity 100%
    $250M
  6. 11123
    Galliott Capital Advisors, LLCBeverly Hills, CA · 113 clientsAsset manager
    Pershing 41%Wells Fargo 28%
    $249M
  7. 11136
    Rosenwald Capital Management, Inc.Redondo Beach, CA · 3 clientsPrivate fund adviser
    JTC Group 100%
    $248M
  8. 11144
    Propel BIO Management, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $247M
  9. 11153
    Anchor Bay Capital, Inc.Carlsbad, CA · 190 clientsWealth managerHybridAnchor Bay Securities, LLC
    Schwab 100%
    $247M
  10. 11170
    Nexxus Holdings Advisors LLCSanta Barbara, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $246M
  11. 11175
    Rivonia Road Capital LLCSanta Monica, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $246M
  12. 11178
    Sierra Pacific Private Wealth, LLCPleasanton, CA · 290 clientsWealth manager
    Schwab 100%
    $246M
  13. 11182
    Insight Investment CounselEl Segundo, CA · 92 clientsWealth manager
    Schwab 100%
    $246M
  14. 11204
    Lederer & Associates Investment CounselLong Beach, CA · 137 clientsWealth manager
    Schwab 100%
    $244M
  15. 11211
    Ares Financial Consulting LLCCalabasas, CA · 289 clientsWealth manager
    Fidelity 48%Schwab 34%
    $244M
  16. 11220
    Prattes Wealth PartnersNewport Beach, CA · 105 clientsWealth manager
    Schwab 73%Interactive Brokers 27%
    $244M
  17. 11228
    Zephyr Wealth ManagementWestlake Village, CA · 242 clientsBroker-dealer firmHybrid
    Schwab 100%
    $243M
  18. 11260
    Tabr Capital Management, LLCOrange, CA · 235 clientsWealth manager
    Fidelity Distributors Company 100%
    $241M
  19. 11283
    Kane Investment Management, Inc.Los Gatos, CA · 191 clientsWealth manager
    Schwab 100%
    $241M
  20. 11285
    Blueline CapitalSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $240M
  21. 11294
    Kaiyo Wealth LLCSan Diego, CA · 86 clientsWealth manager
    Fidelity 52%Schwab 48%
    $240M
  22. 11301
    Marest Capital, LLCEncino, CA · 73 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $240M
  23. 11303
    Linda A. Barlow, CFPSanta Ana, CA · 265 clientsWealth manager
    No custodian reported
    $240M
  24. 11307
    Trivant Custom Portfolio Group LLCSan Diego, CA · 196 clientsWealth manager
    Schwab 100%
    $239M
  25. 11308
    Sea Cliff Partners Management, LPSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $239M
  26. 11309
    Salient Wealth PlanningEncinitas, CA · 193 clientsWealth managerHybrid
    Fidelity 100%
    $239M
  27. 11314
    Heights LLCLos Angeles, CA · 14 clientsWealth managerHybrid
    No custodian reported
    $239M
  28. 11322
    Orrell Capital ManagementLivermore, CA · 2 clientsAsset manager
    No custodian reported
    $239M
  29. 11334
    Prossimo Advisors LLCSan Luis Obispo, CA · 26 clientsWealth managerWrap sponsor
    Schwab 100%
    $239M
  30. 11342
    Strategic Wealth CapitalSan Francisco, CA · 66 clientsWealth managerWrap sponsor
    No custodian reported
    $238M
  31. 11347
    Goldenstone Wealth ManagementEl Dorado Hills, CA · 77 clientsWealth manager
    Schwab 100%
    $238M
  32. 11359
    Carlsbad Wealth Advisory Group, Inc.Carlsbad, CA · 248 clientsWealth manager
    Schwab 100%
    $238M
  33. 11360
    Montcalm TCR LLCSan Francisco, CA · 133 clientsWealth manager
    Fidelity 100%
    $238M
  34. 11385
    Castle Wealth PlanningSanta Barbara, CA · 111 clientsWealth manager
    Schwab 100%
    $236M
  35. 11393
    Bamboo Wealth StrategiesSan Diego, CA · 229 clientsWealth manager
    Schwab 100%
    $236M
  36. 11402
    Hutchinson & Ziegler Financial Advisors, Inc.San Rafael, CA · 62 clientsWealth manager
    Schwab 100%
    $235M
  37. 11403
    R.I.T. Wealth AdvisorsSan Luis Obispo, CA · 262 clientsWealth manager
    No custodian reported
    $235M
  38. 11408
    Ampersand Capital Group, L.P.Burlingame, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $235M
  39. 11414
    Camelotta AdvisorsSan Francisco, CA · 61 clientsWealth manager
    Fidelity 88%
    $235M
  40. 11423
    Equanimity Financial PartnersPasadena, CA · 665 clientsWealth manager
    Schwab 100%
    $234M

RIAs by state