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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. 15973
    MW Investment StrategyEl Dorado Hills, CA · 28 clientsWealth manager
    Schwab 100%
    $43M
  2. 15979
    Alternative Access Funds, LLCEl Segundo, CA · 1 clientsAsset manager
    No custodian reported
    $43M
  3. 16014
    ArimatheaFort Bragg, CA · 23 clientsAsset manager
    No custodian reported
    $40M
  4. 16033
    Heron FinanceSan Francisco, CA · 272 clientsWealth managerWrap sponsor
    Inspira 100%
    $38M
  5. 16079
    Acquirers Funds, LLCRolling Hills, CA · 1 clientsAsset manager
    No custodian reported
    $33M
  6. 16082
    Arca Capital ManagementMarina Del Rey, CA · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $33M
  7. 16097
    TVV Advisers, LLCPleasanton, CA · 2 clientsPrivate fund adviser
    No custodian reported
    $31M
  8. 16114
    OctavewealthSan Francisco, CA · 8,400 clientsWealth manager
    Matrix Trust 100%
    $30M
  9. 16119
    Seneca Private Wealth, LLCLos Angeles, CA · 37 clientsWealth manager
    Schwab 100%
    $30M
  10. 16124
    BunkerSan Francisco, CA · 138 clientsWealth manager
    Interactive Brokers 84%
    $29M
  11. 16130
    Gordian Capital Management, LLCMill Valley, CA · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $28M
  12. 16131
    CleveralphaHawthorne, CA · 55 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $28M
  13. 16158
    Pantheon Infra Advisors, LLCSan Francisco, CA · 1 clientsAsset managerAffiliated broker-dealerPantheon Securities, LLC
    No custodian reported
    $27M
  14. 16192
    Albert Investments, LLCSanta Barbara, CA · 209,650 clientsWealth managerWrap sponsorHybridAlbert Securities, LLC, clears through Apex Clearing
    Apex Fintech 100%
    $23M
  15. 16231
    Bloom Investment Advisors, LLCSan Francisco, CA · 71,486 clientsWealth manager
    Alpaca Securities 100%
    $18M
  16. 16238
    Svof/mm, LLCSanta Monica, CA · 1 clientsPrivate fund adviserAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    No custodian reported
    $16M
  17. 16264
    Argos Global Advisors, LLCSanta Barbara, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $13M
  18. 16268
    Ivy Invest CorporationSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $13M
  19. 16273
    Tripacific Capital Advisors, LLCIrvine, CA · 1 clientsAsset manager
    No custodian reported
    $12M
  20. 16278
    Value Trend Capital Management LPEl Cajon, CA · 1 clientsAsset manager
    No custodian reported
    $12M
  21. 16279
    Balance Cash Management Inc.San Francisco, CA · 52 clientsAsset manager
    Apex Fintech 74%Bivo Financial 26%
    $12M
  22. 16283
    Bancreek Capital Strategies, LLCSanta Monica, CA · 1 clientsAsset manager
    No custodian reported
    $11M
  23. 16286
    Highline Asset Management, LLCSherman Oaks, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $11M
  24. 16289
    Volt Equity LLCSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $10M
  25. 16341
    Caltier Advisors, LLCPoway, CA · 2,304 clientsWealth manager
    No custodian reported
    $7M
  26. 16358
    Distribution Cognizant, LLCPalo Alto, CA · 1 clientsAsset manager
    No custodian reported
    $5M
  27. 16373
    BeriliumLake Forest, CA · 39 clientsWealth manager
    Schwab 100%
    $4M
  28. 16383
    FinnSan Francisco, CA · 1,898 clientsWealth manager
    Alpaca Securities 100%
    $4M
  29. 16393
    Breakaway Independent Advisors, LLCSan Diego, CA · 5 clientsWealth manager
    Altruist 100%
    $3M
  30. 16397
    Finite Management, LLCSanta Monica, CA · 1 clientsAsset managerHybrid
    No custodian reported
    $3M
  31. 16406
    Onward Advisors LLCPasadena, CAWealth managerHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
    No custodian reported
    $3M
  32. 16407
    Penserra Wealth ManagementOrinda, CA · 8 clientsWealth managerHybridPenserra Securities, LLC
    Schwab 100%
    $3M
  33. 16414
    AI FundsSausalito, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $2M
  34. 16420
    Insight Advisors, LLCLos Angeles, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $2M
  35. 16450
    Sidepocket IncorporatedSan Francisco, CA · 60 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $915K
  36. 16468
    Lloyd Tevis Investments, LLCLafayette, CA · 12 clientsWealth manager
    No custodian reported
    $435K
  37. 16477
    Elite PortfoliosCarmel by the Sea, CA · 1 clientsAsset manager
    No custodian reported
    $322K
  38. 16485
    Mostt Inc.Sherman Oaks, CA · 1,230 clientsWealth manager
    No custodian reported
    $254K
  39. 16489
    Munifi, LLCHermosa Beach, CA · 7 clientsWealth manager
    Apex Fintech 100%
    $198K
  40. 16497
    WingNewport Beach, CA · 23 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $128K

RIAs by state