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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. 1153
    Alphacore Capital LLCLa Jolla, CA · 4,065 clientsWealth manager
    Schwab 71%Fidelity 29%
    $13B
  2. 1158
    Independent Financial Group, LLCSAN Diego, CA · 26,635 clientsBroker-dealer firmHybrid
    Pershing 100%
    $13B
  3. 1173
    Gusto Investment Services, LLCSAN Francisco, CA · 78,064 clientsAsset managerAffiliated broker-dealerGusto Brokerage, LLC
    Benefit Trust 100%
    $13B
  4. 1191
    Pacific Private Fund Advisors LLCNewport Beach, CA · 27 clientsPrivate fund adviserAffiliated broker-dealerPacific Select Distributors, LLC
    No custodian reported
    $12B
  5. 1217
    Levine Leichtman Capital Partners, LLCBeverly Hills, CA · 56 clientsPrivate fund adviser
    No custodian reported
    $12B
  6. 1218
    Paradigm Operations LPSAN Francisco, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $12B
  7. 1220
    FTV CapitalSAN Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $12B
  8. 1224
    137 Ventures Management, LLCSAN Francisco, CA · 50 clientsPrivate fund adviser
    No custodian reported
    $12B
  9. 1247
    Everett Harris & CoLOS Angeles, CA · 743 clientsWealth manager
    Merrill / Bank of America 73%Schwab 27%
    $12B
  10. 1260
    Vanguard Personalized Indexing ManagementOakland, CA · 205 clientsAsset managerHybridVanguard Marketing Corporation
    Schwab 64%Fidelity 36%
    $11B
  11. 1266
    Perigon Wealth Management, LLCSAN Francisco, CA · 5,664 clientsWealth managerHybrid
    Schwab 69%Fidelity 31%
    $11B
  12. 1269
    Valueact Capital Management, L.P.SAN Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $11B
  13. 1274
    Camden Asset ManagementLOS Angeles, CA · 17 clientsPrivate fund adviser
    State Street 45%BNY 28%
    $11B
  14. 1275
    Golden Gate CapitalSAN Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $11B
  15. 1281
    Pure Financial Advisors, LLCSAN Diego, CA · 7,509 clientsWealth manager
    Schwab 53%Fidelity 47%
    $11B
  16. 1296
    RPA Financial, LLCSAN Rafael, CA · 339 clientsAsset managerHybridHub International Investment Services Inc., TWD Securities, LLC
    No custodian reported
    $11B
  17. 1300
    Hggc, LLCPalo Alto, CA · 26 clientsPrivate fund adviser
    No custodian reported
    $11B
  18. 1317
    Generation Investment Management US LLPSAN Francisco, CA · 4 clientsPrivate fund adviser
    BNY 51%State Street 24%
    $11B
  19. 1327
    Sequoia Global EquitiesMenlo Park, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $10B
  20. 1332
    Shuster Advisory Group, LLCPasadena, CA · 435 clientsAsset managerHybrid
    Schwab 40%Missionsquare Retirement 24%Retirement Plan Record-Keeping 22%
    $10B
  21. 1334
    Parallel Advisors, LLCSAN Francisco, CA · 4,240 clientsWealth manager
    Fidelity 61%Schwab 39%
    $10B
  22. 1347
    Algert Global LLCSAN Francisco, CA · 22 clientsAsset manager
    BNY 67%State Street 33%
    $10B
  23. 1356
    Planmember Securities CorporationCarpinteria, CA · 69,645 clientsBroker-dealer firmHybrid
    No custodian reported
    $10B
  24. 1359
    Jericho Capital Asset Management L.P.LOS Angeles, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $10B
  25. 1394
    Centaurus Financial, Inc.Anaheim, CA · 45,336 clientsBroker-dealer firmHybridPacific Point Securities, LLC
    Schwab 69%
    $9.7B
  26. 1404
    Main Street AdvisorsSanta Monica, CA · 74 clientsWealth managerHybridMSA Securities, LLC
    No custodian reported
    $9.6B
  27. 1410
    Seven Post Investment Office LPSAN Francisco, CA · 53 clientsAsset manager
    Pershing 86%
    $9.6B
  28. 1420
    Fisher Lynch Capital, LLCBurlingame, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $9.5B
  29. 1422
    Composition Wealth, LLCLOS Angeles, CA · 3,986 clientsWealth manager
    Schwab 58%Fidelity 42%
    $9.5B
  30. 1437
    Gryphon Advisors, LLCSAN Francisco, CA · 24 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  31. 1438
    Situational Awareness LPSAN Francisco, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  32. 1462
    Industry VenturesSAN Francisco, CA · 40 clientsPrivate fund adviserHybridFolio Investments, Inc., Goldman Sachs & Co. LLC
    No custodian reported
    $9.1B
  33. 1466
    Marlin Equity PartnersHermosa Beach, CA · 31 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  34. 1484
    Axxcess Wealth Management, LLCCarlsbad, CA · 10,357 clientsWealth managerHybrid
    LPL Financial 39%Schwab 36%Wells Fargo 25%
    $8.9B
  35. 1492
    Robertson StephensSAN Francisco, CA · 2,295 clientsWealth managerHybridRobertson Stephens Capital Markets, LLC
    Schwab 53%Fidelity 47%
    $8.8B
  36. 1495
    Mesa West CapitalLOS Angeles, CA · 10 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $8.7B
  37. 1496
    Crosspoint Capital Partners, LPMenlo Park, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $8.7B
  38. 1512
    One Capital Management, LLCWestlake Village, CA · 3,535 clientsWealth manager
    Schwab 66%National Bank Independent Network (nbin) 34%
    $8.5B
  39. 1537
    Aequim Alternative Investments LPMill Valley, CA · 5 clientsPrivate fund adviser
    BNP Paribas Securities 40%J.P. Morgan 34%Barclays Capital 26%
    $8.2B
  40. 1539
    Ironwood Capital Management CorpSAN Francisco, CA · 8 clientsAsset managerHybrid
    No custodian reported
    $8.2B

RIAs by state