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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. 15274
    Kukui Tree Capital Management LLCPalo Alto, CA · 23 clientsWealth manager
    Schwab 100%
    $105M
  2. 15301
    Red SevenEscondido, CA · 261 clientsWealth manager
    Goldman Sachs 100%
    $104M
  3. 15303
    Wellacre Global Wealth AdvisorsSanta Monica, CA · 93 clientsWealth manager
    Schwab 100%
    $104M
  4. 15318
    Bright Lake Wealth Management, LLCRedding, CA · 354 clientsWealth managerWrap sponsor
    Fidelity 100%
    $104M
  5. 15321
    Alamo CapitalWalnut Creek, CABroker-dealer firmHybrid
    No custodian reported
    $104M
  6. 15334
    Abundant Wealth Partners, LLCSanta Barbara, CA · 55 clientsWealth manager
    No custodian reported
    $103M
  7. 15341
    Wealth Strategies GroupNewport Beach, CA · 120 clientsWealth manager
    Interactive Brokers 46%Schwab 44%
    $103M
  8. 15353
    Factory Capital LLCLos Angeles, CA · 26 clientsWealth manager
    Fidelity 100%
    $103M
  9. 15356
    Stillwater Capital ManagementCarmel-By-The-Sea, CA · 126 clientsWealth manager
    Schwab 100%
    $102M
  10. 15366
    Wynn Capital Management, LLCSanta Cruz, CA · 89 clientsWealth manager
    No custodian reported
    $102M
  11. 15368
    Secure Retirement Financial & Insurance Services Corp.San Ramon, CA · 211 clientsWealth managerHybrid
    Schwab 100%
    $102M
  12. 15381
    Sky Vision Wealth Management Corp.Irvine, CA · 86 clientsWealth managerHybrid
    Schwab 100%
    $101M
  13. 15409
    Sagent Wealth ManagementLaguna Beach, CA · 82 clientsWealth manager
    Altruist 69%Fidelity 31%
    $100M
  14. 15419
    Cardinal Point Capital LLCSan Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $100M
  15. 15421
    Three Oaks WealthGold River, CA · 100 clientsWealth manager
    Schwab 100%
    $100M
  16. 15471
    Pacific Wealth Advisory Services LLCDanville, CA · 223 clientsWealth manager
    Altruist 100%
    $96M
  17. 15486
    Saxon Securities LLCSan Francisco, CA · 25 clientsAsset manager
    MID Atlantic Trust 85%
    $95M
  18. 15498
    Cove Street Capital, LLCHermosa Beach, CA · 18 clientsAsset manager
    Mechanics Bank 66%Schwab 34%
    $94M
  19. 15509
    Peak Financial PlanningCanoga Park, CA · 82 clientsWealth manager
    Schwab 57%Altruist 43%
    $93M
  20. 15518
    Mundoval Capital Management, Inc.La Jolla, CA · 67 clientsWealth manager
    Schwab 56%Huntington Bank 26%
    $92M
  21. 15521
    Wave Digital Assets LLCLos Angeles, CA · 22 clientsPrivate fund adviser
    Coinbase 80%
    $92M
  22. 15534
    Pruneyard Financial Group, Inc.Cupertino, CA · 98 clientsWealth managerWrap sponsor
    Fidelity 91%
    $91M
  23. 15551
    Novawave CapitalMenlo Park, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $90M
  24. 15561
    7 Streets Financial, LLCSan Diego, CA · 270 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $88M
  25. 15566
    Pacific Global Investment Management CompanyGlendale, CA · 127 clientsWealth manager
    Schwab 69%Fidelity 31%
    $87M
  26. 15574
    MQ Private WealthTorrance, CA · 58 clientsWealth manager
    Schwab 100%
    $87M
  27. 15595
    Jacob Asset Management of New York LLCHermosa Beach, CA · 3 clientsAsset manager
    No custodian reported
    $84M
  28. 15735
    Black Hill Capital Partners, LLCSan Francisco, CA · 1 clientsWealth manager
    Interactive Brokers 100%
    $68M
  29. 15779
    BackerSan Francisco, CA · 14,482 clientsWealth manager
    No custodian reported
    $63M
  30. 15790
    RCM Robinson Capital Management LLCSacramento, CA · 9 clientsAsset managerHybrid
    U.S. Bank 100%
    $62M
  31. 15813
    AWM Global AdvisorsSan Diego, CA · 73 clientsWealth managerBank-affiliated
    Interactive Brokers 100%
    $59M
  32. 15818
    Firsthand Capital Management, Inc.San Jose, CA · 3 clientsAsset managerHybrid
    No custodian reported
    $59M
  33. 15823
    Transglobal Advisory, LLCMonrovia, CA · 193 clientsWealth managerHybridGlobalink Securities, Inc., clears through Interactive Brokers, Wedbush
    Schwab 100%
    $58M
  34. 15827
    Kailai Advisers LTD.Los Angeles, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $58M
  35. 15866
    Westpark Capital, Inc.Los Angeles, CA · 265 clientsBroker-dealer firmHybridWestpark Capital, Inc.
    No custodian reported
    $53M
  36. 15867
    C1 Advisors LLCPalo Alto, CA · 1 clientsAsset manager
    No custodian reported
    $53M
  37. 15882
    Anchor Bay Private Wealth LLCCarlsbad, CA · 59 clientsWealth managerHybridAnchor Bay Securities, LLC
    Schwab 100%
    $52M
  38. 15911
    Bancreek Capital Management, LPSanta Monica, CA · 1 clientsAsset manager
    J.P. Morgan 100%
    $49M
  39. 15935
    Just FuturesSan Francisco, CA · 172 clientsAsset manager
    Vestwell Trust 59%Schwab 35%
    $47M
  40. 15944
    Insights InvestmentsPalo Alto, CA · 33,896 clientsWealth managerWrap sponsor
    Alpaca Securities 56%Interactive Brokers 44%
    $46M

RIAs by state