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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. 16502
    Zero Labs Inc.San Francisco, CA · 125 clientsWealth manager
    No custodian reported
    $100K
  2. 16508
    SocialtraderSan Diego, CA · 31 clientsWealth manager
    Interactive Brokers 100%
    $73K
  3. 16539
    Endowe Advisory LLCSan Jose, CA · 3 clientsWealth manager
    Interactive Brokers 100%
    $0K
  4. 16540
    Xoomfi AdvisorsSan Jose, CA · 3 clientsWealth manager
    No custodian reported
    $0K
  5. 16542
    ANT Money AdvisorsNewport Beach, CA · 5 clientsWealth managerWrap sponsor
    No custodian reported
    $0K
  6. 16543
    AFT US Capital LLCSan Francisco, CA · 5 clientsAsset manager
    Atomic Brokerage 100%
    $0K
  7. 16547
    PantheonSan Francisco, CA · 10 clientsPrivate fund adviserHybridPantheon Securities, LLC
    No custodian reported
    $0K
  8. 16548
    Penserra Global Investors LLCOrinda, CAAsset managerHybridPenserra Securities, LLC
    No custodian reported
    $0K
  9. 16557
    Charles Schwab & Co., Inc.San Francisco, CABroker-dealer firmHybridCharles Schwab SG PTE. LTD., Charles Schwab, Hong Kong, Limited
    No custodian reported
    $0
  10. 16560
    Capital Client Group, Inc.Los Angeles, CABroker-dealer firmHybrid
    No custodian reported
    $0
  11. 16574
    Portfolio Management TechnologySan Francisco, CA · 10 clientsAsset manager
    No custodian reported
    $0
  12. 16591
    Albourne America LLCSan Francisco, CA · 207 clientsAsset manager
    No custodian reported
    $0
  13. 16594
    Bridgebay Financial, Inc.San Ramon, CAAsset manager
    No custodian reported
    $0
  14. 16618
    React Investment Solutions, LLCLos Gatos, CAAsset managerHybrid
    No custodian reported
    $0
  15. 16626
    Schwab Wealth Advisory, Inc.San Francisco, CAAsset managerHybridCharles Schwab & Co., Inc., Charles Schwab SG PTE. LTD.
    No custodian reported
    $0
  16. 16631
    Florin Pensions LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  17. 16640
    Crabel Capital Management, LLCLos Angeles, CA · 6 clientsAsset manager
    No custodian reported
    $0
  18. 16641
    Rclco Fund Advisors, LLCLos Angeles, CAPrivate fund adviser
    No custodian reported
    $0
  19. 16653
    Slated Analytics, LLCLos Angeles, CAAsset managerHybrid
    No custodian reported
    $0
  20. 16657
    Brightplan LLCSan Jose, CAAsset manager
    No custodian reported
    $0
  21. 16662
    Cetera Advisory Services LLCEl Segundo, CAAsset managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    No custodian reported
    $0
  22. 16664
    Planmember Asset Management CorporationCarpinteria, CAAsset managerHybridPlanmember Securities Corporation
    No custodian reported
    $0
  23. 16671
    LibrettoLos Angeles, CAAsset manager
    No custodian reported
    $0
  24. 16676
    Boldin AdvisorsMill Valley, CA · 821 clientsAsset manager
    No custodian reported
    $0
  25. 16682
    Altruist LLCCulver City, CA · 614 clientsAsset managerHybridAltruist Financial LLC
    No custodian reported
    $0
  26. 16694
    Benchmark Advisory Services, LLCSan Diego, CAAsset managerHybridKingswood Capital Partners, LLC
    No custodian reported
    $0
  27. 16696
    Terra Firma Asset ManagementSan Francisco, CA · 1 clientsAsset manager
    No custodian reported
    $0
  28. 16704
    RCF Asset Management Group 3, LLCStudio City, CAAsset manager
    No custodian reported
    $0
  29. 16710
    Northstar Investment Advisory LLCWest Hollywood, CA · 24,560 clientsAsset manager
    No custodian reported
    $0
  30. 16719
    Step Advisers, LLCSan Mateo, CA · 80,707 clientsAsset manager
    No custodian reported
    $0
  31. 16731
    RSC Industrial Asset Management Group 2, LLCStudio City, CAAsset manager
    No custodian reported
    $0
  32. 16741
    RCF Asset Management Group 4, LLCStudio City, CAAsset manager
    No custodian reported
    $0
  33. 16746
    NectarineSan Diego, CA · 3,210 clientsAsset managerHybrid
    No custodian reported
    $0
  34. 16755
    CoveSanta Clara, CA · 2,127 clientsAsset manager
    No custodian reported
    $0
  35. 16766
    AdviceonlySan Diego, CAAsset manager
    No custodian reported
    $0
  36. 16767
    ERA Financial AdvisorsCovina, CAAsset manager
    No custodian reported
    $0
  37. 16781
    Deep Blue CapitalNewport Beach, CAAsset manager
    No custodian reported
    $0
  38. 16799
    Enrich Finance LLCSan Francisco, CA · 92 clientsAsset manager
    No custodian reported
    $0
  39. 16800
    MezziMenlo Park, CA · 317 clientsAsset manager
    No custodian reported
    $0
  40. 16808
    CleraBakersfield, CA · 2 clientsAsset manager
    No custodian reported
    $0

RIAs by state