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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 2026FP 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 Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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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. 1872
    Westmount Partners, LLCLos Angeles, CA · 1,463 clientsWealth manager
    Schwab 100%
    $5.9B
  2. 1875
    Index Fund Advisors, Inc.Irvine, CA · 2,159 clientsWealth manager
    Schwab 100%
    $5.9B
  3. 1888
    American Assets Investment Management, LLCSan Diego, CA · 12 clientsAsset manager
    J.P. Morgan 100%
    $5.9B
  4. 1901
    Sabal Investment Advisors, LLCIrvine, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  5. 1911
    Stepstone Group Private Debt LLCLa Jolla, CA · 9 clientsAsset manager
    No custodian reported
    $5.8B
  6. 1922
    Dalton Investments, Inc.El Segundo, CA · 40 clientsPrivate fund adviser
    BNY 41%State Street 36%Northern Trust 22%
    $5.7B
  7. 1929
    Metis Global Partners, LLCSan Diego, CA · 18 clientsPrivate fund adviser
    State Street 63%Northern Trust 37%
    $5.7B
  8. 1937
    DunhamSan Diego, CA · 13,155 clientsBroker-dealer firmHybrid
    Fifth Third Bank 100%
    $5.6B
  9. 1949
    Alphapoint, Inc.Corona Del Mar, CA · 115 clientsAsset manager
    Fidelity 48%
    $5.6B
  10. 1959
    Sierra Investment Partners, Inc.Walnut Creek, CA · 120 clientsAsset manager
    U.S. Bank 34%Northern Trust 23%Midwest Institutional 23%
    $5.5B
  11. 1976
    Altos Ventures Management, Inc.Burlingame, CA · 59 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  12. 1995
    Quiet Capital Management, LLCSan Francisco, CA · 62 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  13. 1997
    Silver Rock Financial LPLos Angeles, CA · 28 clientsPrivate fund adviser
    J.P. Morgan 69%Northern Trust 31%
    $5.4B
  14. 2001
    Sofinnova Investments, Inc.Menlo Park, CA · 20 clientsPrivate fund adviser
    Goldman Sachs 54%Merrill / Bank of America 29%
    $5.4B
  15. 2010
    Arena Capital AdvisorsLos Angeles, CA · 40 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  16. 2028
    Glendon Capital Management L.P.Santa Monica, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  17. 2047
    Leading Edge Investment Advisors,llcSan Francisco, CA · 12 clientsAsset manager
    State Street 71%
    $5.2B
  18. 2057
    Nexus Capital Management LPLos Angeles, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  19. 2063
    Serent Capital Management Company, L.L.C.San Francisco, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  20. 2065
    White Oak Global Advisors, LLCSan Francisco, CA · 55 clientsPrivate fund adviserHybridWhite Oak Merchant Partners LLC
    Northern Trust 52%BNY 48%
    $5.1B
  21. 2067
    Genter Capital ManagementLos Angeles, CA · 4,294 clientsWealth managerHybrid
    Schwab 100%
    $5.1B
  22. 2076
    BakeravenueSan Francisco, CA · 1,024 clientsWealth manager
    Fidelity 74%Schwab 26%
    $5.1B
  23. 2081
    First Foundation AdvisorsIrvine, CA · 1,316 clientsWealth managerBank-affiliated
    Schwab 100%
    $5.1B
  24. 2084
    Percheron CapitalSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  25. 2085
    TCG Crossover Management, LLCPalo Alto, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  26. 2115
    Empyrean Capital Partners, LPLos Angeles, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  27. 2119
    Destination Wealth ManagementWalnut Creek, CA · 2,299 clientsWealth manager
    Schwab 100%
    $4.9B
  28. 2137
    Private Management Group IncIrvine, CA · 3,594 clientsWealth manager
    Schwab 100%
    $4.9B
  29. 2191
    Redmile GroupLarkspur, CA · 26 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  30. 2194
    Menlo EquitiesMenlo Park, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  31. 2199
    Route One Investment Company, L.P.San Francisco, CA · 4 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  32. 2223
    Globeflex Capital LPSan Diego, CA · 23 clientsAsset manager
    Northern Trust 67%
    $4.6B
  33. 2246
    Hawk Ridge Capital Management LPLos Angeles, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  34. 2247
    SignalfireSan Francisco, CA · 52 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  35. 2256
    Halseypoint Asset ManagementEl Segundo, CA · 10 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $4.5B
  36. 2261
    Clifford Swan Investment CounselorsPasadena, CA · 970 clientsWealth manager
    Schwab 100%
    $4.5B
  37. 2275
    Skyknight Capital, L.P.Burlingame, CA · 21 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  38. 2276
    Bertram Capital Management LLCFoster City, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  39. 2280
    Next Legacy Management, LLCPortola Valley, CA · 47 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  40. 2288
    Sand Hill Global Advisors, LLCPalo Alto, CA · 572 clientsWealth manager
    Fidelity 60%Schwab 40%
    $4.4B

RIAs by state