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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. 12550
    Arca Investment Management, LLCMarina Del Rey, CA · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $188M
  2. 12569
    Topturn Capital, LLCCarmel, CA · 106 clientsWealth manager
    Schwab 100%
    $187M
  3. 12576
    Ward & AssociatesSan Diego, CA · 55 clientsWealth manager
    No custodian reported
    $187M
  4. 12577
    Bancreek Capital Advisors, LLCSanta Monica, CA · 3 clientsAsset manager
    No custodian reported
    $187M
  5. 12585
    Eliot Finkel Investment Counsel, LLCBeverly Hills, CA · 73 clientsWealth manager
    Schwab 100%
    $187M
  6. 12590
    ASL Financial, LLCLos Gatos, CA · 190 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $187M
  7. 12608
    Total Wealth Services, LLCWestlake Village, CA · 162 clientsWealth manager
    Schwab 100%
    $186M
  8. 12617
    The Kocen Financial Group, Inc.Rancho Mirage, CA · 222 clientsWealth manager
    Schwab 51%SEI 49%
    $186M
  9. 12623
    Doheny Asset Management, L.L.C.Los Angeles, CA · 48 clientsWealth manager
    Schwab 66%Citi 24%
    $186M
  10. 12628
    Archer Pointe Wealth Management, LLCDavis, CA · 104 clientsWealth manager
    Schwab 57%Altruist 37%
    $186M
  11. 12634
    Guild Investment Management, Inc.Westlake Village, CA · 90 clientsWealth manager
    Citi 61%Schwab 33%
    $185M
  12. 12644
    Torrey-Payne Wealth ManagementPasadena, CA · 237 clientsWealth managerHybrid
    Schwab 100%
    $185M
  13. 12645
    Logic Wealth Management, LLCPasadena, CA · 220 clientsWealth manager
    No custodian reported
    $185M
  14. 12659
    Madrid Retirement AdvisorsManhattan Beach, CA · 244 clientsWealth managerHybrid
    LPL Financial 100%
    $184M
  15. 12662
    Longevity Capital ManagementThousand Oaks, CA · 187 clientsWealth managerWrap sponsor
    Schwab 100%
    $184M
  16. 12671
    Kittyhawk Ventures, LLCLos Angeles, CA · 27 clientsPrivate fund adviser
    No custodian reported
    $184M
  17. 12672
    Tryperion Manager LLCBeverly Hills, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $184M
  18. 12678
    Vincimus Capital, LLCMalibu, CA · 61 clientsWealth manager
    No custodian reported
    $184M
  19. 12682
    Open Door Investment Management LTD.San Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $183M
  20. 12696
    Altamont Wealth Management, Inc.Livermore, CA · 37 clientsWealth manager
    Schwab 100%
    $183M
  21. 12700
    Genter Advisors LLCLos Angeles, CA · 569 clientsWealth managerHybrid
    Schwab 100%
    $183M
  22. 12709
    GSI Capital Advisors LLCNewport Beach, CA · 3 clientsAsset manager
    BNY 72%Principal Trust 28%
    $182M
  23. 12718
    Angeles Family OfficeSanta Monica, CA · 23 clientsWealth manager
    Schwab 100%
    $182M
  24. 12723
    Trilinc Global Advisors, LLCManhattan Beach, CA · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $182M
  25. 12748
    Square Nine Capital, LPLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $181M
  26. 12769
    Lewis Capital ManagementBeverly Hills, CA · 83 clientsWealth manager
    Schwab 100%
    $180M
  27. 12775
    Hall Capital, LLCPasadena, CA · 39 clientsWealth manager
    Fidelity 100%
    $180M
  28. 12778
    Kestrel Investment Management CorpSan Mateo, CA · 9 clientsAsset manager
    State Street 62%FNZ Trust 27%
    $180M
  29. 12785
    Stirling Financial GroupSan Diego, CA · 304 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $180M
  30. 12793
    Golden K Plans and Wealth Management A DBA of Golden K Wealth MGWoodland Hills, CA · 126 clientsAsset manager
    Schwab 65%Broadridge 35%
    $179M
  31. 12803
    O'connor Wealth Management, Inc.Monrovia, CA · 221 clientsWealth manager
    Wells Fargo 100%
    $179M
  32. 12814
    Clearview Wealth ManagementIrvine, CA · 386 clientsWealth manager
    Schwab 100%
    $179M
  33. 12817
    Core Financial AdvisorsSan Bernardino, CA · 249 clientsWealth managerHybrid
    Schwab 100%
    $179M
  34. 12819
    Legacy Wealth Advisors, LLCSan Jose, CA · 62 clientsWealth manager
    Schwab 100%
    $178M
  35. 12837
    Gasber Financial Advisors, IncFolsom, CA · 183 clientsWealth manager
    Schwab 100%
    $178M
  36. 12842
    M Wealth Management, LLCSan Diego, CA · 358 clientsWealth manager
    Schwab 100%
    $178M
  37. 12857
    Torrey Wealth, LLCSan Diego, CA · 77 clientsWealth managerWrap sponsor
    Fidelity 100%
    $177M
  38. 12861
    Prime Meridian Capital Management, LLCWalnut Creek, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $177M
  39. 12862
    Beyond Financial ServicesFremont, CA · 115 clientsWealth managerHybrid
    Raymond James 100%
    $177M
  40. 12872
    Nerad + Deppe Wealth ManagementLa Jolla, CA · 177 clientsWealth manager
    Fidelity 100%
    $176M

RIAs by state