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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. 12200
    Authentic Ventures Investment Manager, LLCOakland, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $201M
  2. 12203
    Waverley Wealth Management LLCMountain View, CA · 114 clientsWealth manager
    Schwab 100%
    $201M
  3. 12206
    My Portfolio Guide, LLCSeal Beach, CA · 318 clientsWealth manager
    Schwab 100%
    $201M
  4. 12209
    Legion Partners Asset Management, LLCLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $201M
  5. 12216
    Emerald Bay Wealth Management LLCTahoe City, CA · 40 clientsWealth manager
    Schwab 100%
    $200M
  6. 12221
    MH & Associates Securities Management CorporationCarlsbad, CA · 75 clientsWealth manager
    Schwab 100%
    $200M
  7. 12273
    Mork Capital ManagementHealdsburg, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $199M
  8. 12276
    Cedarstone AdvisorsThousand Oaks, CA · 191 clientsWealth manager
    Schwab 100%
    $198M
  9. 12290
    Crown Advisors Management, Inc.Larkspur, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $198M
  10. 12293
    Bengal Asset Management, LLCSanta Monica, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $198M
  11. 12295
    Attentive Investments, LLCStockton, CA · 430 clientsWealth manager
    Schwab 100%
    $197M
  12. 12302
    APS Investment Management GroupJackson, CA · 557 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $197M
  13. 12304
    L Capital, LLCWindsor, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $197M
  14. 12314
    Connor Capital SB, LLCSanta Barbara, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $197M
  15. 12316
    Certified Planners, Inc.San Ramon, CA · 188 clientsWealth manager
    Schwab 100%
    $197M
  16. 12324
    Reyes Financial Architecture Inc.San Diego, CA · 170 clientsWealth manager
    Schwab 99%
    $196M
  17. 12331
    Golden Gate Personal Financial PlanningSan Francisco, CA · 33 clientsWealth manager
    Schwab 100%
    $196M
  18. 12348
    Plan FinancialFresno, CA · 817 clientsWealth manager
    No custodian reported
    $195M
  19. 12372
    Accord Equity Advisors LLCSan Francisco, CA · 5 clientsPrivate fund adviserHybridAccord Capital Partners LLC, Accord Europe Gmbh
    No custodian reported
    $194M
  20. 12381
    Integrity Wealth Partners, LLCWalnut Creek, CA · 231 clientsWealth manager
    Schwab 100%
    $194M
  21. 12386
    D. M. Brenner, Inc.Solana Beach, CA · 137 clientsWealth managerHybrid
    Schwab 100%
    $194M
  22. 12387
    XPV Management LLCEl Segundo, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $194M
  23. 12399
    January Capital Advisors LLCSan Francisco, CA · 186 clientsWealth managerWrap sponsor
    Schwab 100%
    $193M
  24. 12403
    Willner & Heller LLCEncino, CA · 178 clientsWealth manager
    Schwab 100%
    $193M
  25. 12410
    Baybridge Capital Group, LLCLivermore, CA · 220 clientsWealth manager
    Schwab 100%
    $193M
  26. 12415
    Falcon Bridge CapitalOakland, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $193M
  27. 12430
    Greenshields Capital LLCEl Segundo, CA · 140 clientsWealth manager
    Fidelity 69%Schwab 31%
    $192M
  28. 12451
    K2 Financial Inc.Glendora, CA · 393 clientsWealth managerHybrid
    SEI 88%
    $192M
  29. 12457
    Cosmos Wealth, LLCLa Jolla, CA · 60 clientsWealth manager
    No custodian reported
    $191M
  30. 12466
    Anchor CapitalAliso Viejo, CA · 26 clientsAsset managerHybrid
    Schwab 73%Interactive Brokers 27%
    $191M
  31. 12473
    M83 Investment Group, LLCCalabasas, CA · 1 clientsAsset manager
    No custodian reported
    $191M
  32. 12476
    DRH Investments, Inc.Thousand Oaks, CA · 101 clientsWealth manager
    Fidelity 100%
    $191M
  33. 12481
    Dynamic Wealth Strategies, LLCGranite Bay, CA · 159 clientsWealth manager
    Schwab 100%
    $191M
  34. 12490
    Clutinger Williams & Verhoye IncSan Diego, CA · 113 clientsWealth manager
    Schwab 100%
    $190M
  35. 12493
    Silicon Beach Wealth, LLCMarina Del Rey, CA · 191 clientsWealth manager
    Schwab 100%
    $190M
  36. 12499
    Altruist Advisors LLCCulver City, CA · 244 clientsWealth managerHybridAltruist Financial LLC
    Altruist 100%
    $190M
  37. 12524
    Hamilton Manor & AssociatesLa Jolla, CA · 171 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $189M
  38. 12539
    Wilshire Quinn Capital, Inc.San Diego, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $188M
  39. 12541
    Bristlecone Value Partners, LLCLos Angeles, CA · 94 clientsWealth manager
    Schwab 75%Fidelity 25%
    $188M
  40. 12547
    Frank Financial AdvisorsCarlsbad, CA · 144 clientsWealth manager
    Schwab 100%
    $188M

RIAs by state