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Est. 2026The front page of wealth managementNew York

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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. 1555
    Human Interest Advisors LLCSAN Francisco, CA · 831,446 clientsWealth manager
    Matrix Trust 100%
    $8.1B
  2. 1571
    Carmel PartnersSAN Francisco, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $8.0B
  3. 1573
    FPA Real Estate Advisers Group, LLCIrvine, CA · 33 clientsPrivate fund adviser
    No custodian reported
    $8.0B
  4. 1577
    ICG Advisors, LLCLOS Angeles, CA · 70 clientsWealth manager
    RBC 100%
    $7.9B
  5. 1589
    Westbridge Capital US Advisors, LPSAN Mateo, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $7.9B
  6. 1602
    Quid Capital Group Holdings, LLCSanta Monica, CA · 40 clientsPrivate fund adviser
    No custodian reported
    $7.8B
  7. 1610
    Stamos Capital Partners, L.P.Menlo Park, CA · 39 clientsAsset manager
    Merrill / Bank of America 100%
    $7.6B
  8. 1612
    McMorgan & Company LLCSAN Francisco, CA · 223 clientsAsset managerHybridMcMorgan & Company Capital Advisors LLC
    U.S. Bank 46%Fidelity 27%Amalgamated Bank 27%
    $7.6B
  9. 1621
    Bailard, Inc.Foster City, CA · 1,137 clientsWealth manager
    Schwab 83%
    $7.6B
  10. 1628
    Osterweis Capital ManagementSAN Francisco, CA · 358 clientsAsset managerHybrid
    Citi 73%
    $7.5B
  11. 1635
    Westcap Management, LLCSAN Francisco, CA · 48 clientsPrivate fund adviserHybridWestcap Markets, LLC
    No custodian reported
    $7.4B
  12. 1653
    Pacific Heights Asset Management, LLCSAN Francisco, CA · 5 clientsAsset managerHybrid
    No custodian reported
    $7.3B
  13. 1654
    Angeles Investment AdvisorsSanta Monica, CA · 61 clientsPrivate fund adviser
    Schwab 63%BNY 37%
    $7.3B
  14. 1657
    Top Tier Capital Partners, LLCSAN Francisco, CA · 43 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  15. 1661
    BondbloxxLarkspur, CA · 27 clientsAsset managerHybrid
    No custodian reported
    $7.2B
  16. 1680
    Butterfly Equity LPBeverly Hills, CA · 23 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  17. 1698
    Galvanize Climate Solutions LLCSAN Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  18. 1699
    Frazier Life Sciences Management, LPPalo Alto, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  19. 1701
    Medley Partners Management LLCSAN Francisco, CA · 18 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  20. 1737
    Signature Investment Advisors, LLCLOS Angeles, CA · 7,530 clientsWealth managerHybridSignature Estate Securities, LLC
    Schwab 70%Fidelity 30%
    $6.8B
  21. 1740
    Wedbush Securities Inc.Pasadena, CA · 10,833 clientsBroker-dealer firmHybridLightspeed Financial Services Group LLC, Trigon DOM Maklerski SPA (TDM), clears through Interactive Brokers, Wedbush
    No custodian reported
    $6.7B
  22. 1742
    Bivium Capital Partners, LLCSAN Francisco, CA · 33 clientsAsset manager
    State Street 48%Pershing 29%Northern Trust 23%
    $6.7B
  23. 1743
    Shamrock Capital Advisors, LLCLOS Angeles, CA · 25 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  24. 1759
    Dorsal Capital Management, LPRedwood City, CA · 9 clientsPrivate fund adviser
    Morgan Stanley 77%Merrill / Bank of America 23%
    $6.6B
  25. 1761
    Matthews International Capital Management, LLCSAN Francisco, CA · 38 clientsAsset managerHybridMatthews Global Investors (hong Kong) Limited
    No custodian reported
    $6.6B
  26. 1767
    Turn/river Management, L.P.SAN Francisco, CA · 20 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  27. 1775
    Omnicap Group LLCEL Segundo, CA · 6 clientsAsset manager
    No custodian reported
    $6.5B
  28. 1787
    NWF Advisory Services IncLOS Angeles, CA · 11,433 clientsWealth managerHybrid
    Pershing 100%
    $6.4B
  29. 1817
    Aurora Capital Partners Management VI L.P.LOS Angeles, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  30. 1818
    Fairfield Realty Advisors LLCSAN Diego, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  31. 1827
    Riverwood Capital Management L.P.Menlo Park, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  32. 1830
    Freeman SpogliLOS Angeles, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  33. 1837
    BVF Partners L.P.SAN Francisco, CA · 5 clientsPrivate fund adviser
    BNP Paribas Securities 91%
    $6.1B
  34. 1840
    LM Capital Group, LLCSAN Diego, CA · 36 clientsAsset manager
    Northern Trust 53%State Street 28%
    $6.1B
  35. 1841
    Vivo Capital, LLCPalo Alto, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  36. 1842
    Snyder Capital Management LPSAN Francisco, CA · 73 clientsAsset manager
    Northern Trust 48%
    $6.1B
  37. 1855
    KCM Investment AdvisorsGreenbrae, CA · 1,598 clientsWealth manager
    Schwab 100%
    $6.0B
  38. 1861
    Capital Research & Consulting LLCPasadena, CA · 20 clientsAsset managerHybridCapital Research Brokerage Services, LLC
    No custodian reported
    $6.0B
  39. 1862
    Parallax Volatility Advisers, L.P.SAN Francisco, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $6.0B
  40. 1870
    Seidler Equity PartnersMarina Del REY, CA · 32 clientsPrivate fund adviser
    No custodian reported
    $5.9B

RIAs by state