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FinancialADVSR

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. 16824
    Prelude Investment ServicesSan Francisco, CA · 2 clientsAsset manager
    No custodian reported
    $0
  2. 16826
    Dreams Investment SolutionsFolsom, CAAsset managerHybrid
    No custodian reported
    $0
  3. 16831
    Ultra Capital Management LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  4. 16834
    Aristotle Pacific CLO Adviser III, LLCNewport Beach, CAAsset managerHybrid
    No custodian reported
    $0
  5. 16836
    Yoshi AdvisorySan Francisco, CAAsset manager
    No custodian reported
    $0
  6. 16863
    Bluum Invest LLCLos Angeles, CAAsset manager
    No custodian reported
    $0
  7. 16879
    Skylar Wealth Management, LLCPasadena, CAAsset manager
    No custodian reported
    $0
  8. 16882
    Vista Point Asset Management LLCIrvine, CAAsset manager
    No custodian reported
    $0
  9. 16891
    ZAI Technologies LLCThousand Oaks, CA · 2 clientsAsset manager
    No custodian reported
    $0
  10. 16894
    Martin & CompanyValencia, CAAsset manager
    No custodian reported
    $0
  11. 16900
    Astravia Family Wealth Office LLCEl Segundo, CAAsset manager
    No custodian reported
    $0
  12. 16902
    Clearlake Capital RIC Management, LLCSanta Monica, CA · 1 clientsAsset managerAffiliated broker-dealerClearlake Capital Markets, LLC
    No custodian reported
    $0
  13. 16908
    Portfolio POVSan Francisco, CAAsset manager
    No custodian reported
    $0
  14. 16913
    Tide Rock Leverageco Manager, LLCSolana Beach, CA · 3 clientsAsset manager
    No custodian reported
    $0
  15. 16915
    Appleseed Advisory, LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  16. 16937
    East West Wealth Advisors LLCPasadena, CAAsset managerHybridEast West Markets, LLC
    No custodian reported
    $0
  17. 16942
    Pelorus Capital Management, LLCIrvine, CAAsset manager
    No custodian reported
    $0
  18. 16953
    Kahn Asset ManagementLos Angeles, CAAsset manager
    No custodian reported
    $0
  19. 16962
    Hoainvest LLCIrvine, CAAsset manager
    No custodian reported
    $0
  20. 16963
    Vector3 Wealth ManagementSan Diego, CAAsset manager
    No custodian reported
    $0
  21. 16966
    My Advisors US LLCTustin, CAAsset manager
    No custodian reported
    $0
  22. 16967
    Ariam Global Inc.San Diego, CA · 1 clientsAsset manager
    No custodian reported
    $0
  23. 16986
    Alder CapitalSan Diego, CAAsset manager
    No custodian reported
    $0
  24. 17003
    Scsc Advisors, LLCRancho Santa Fe, CAAsset manager
    No custodian reported
    $0
  25. 17022
    Lafayette Square Financial Advisors, Inc.Walnut Creek, CAAsset manager
    No custodian reported
    $0
  26. 17040
    Created Wealth AdvisoryVenice, CAAsset manager
    No custodian reported
    $0
  27. 17043
    Istari Capital Management LPSanta Monica, CA · 4 clientsAsset manager
    No custodian reported
    $0
  28. 17044
    Manifold Investment Partners LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  29. 17046
    Financial CelebrationsVacaville, CAAsset manager
    No custodian reported
    $0
  30. 17072
    InriMountain View, CA · 5 clientsAsset manager
    No custodian reported
    $0
  31. 17116
    William O'neil + CompanyLos Angeles, CAAsset managerHybridO'neil Securities Incorporated
    No custodian reported
    $0
  32. 17143
    Bark Securities, LLCSan Francisco, CAAsset manager
    No custodian reported
    $0
  33. 17181
    Capital Research CompanyLos Angeles, CAAsset managerAffiliated broker-dealerCapital Client Group, Inc.
    No custodian reported
    $0

RIAs by state