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Est. 2026The front page of wealth managementNew York

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RB 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 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. 2611
    Morton WealthCalabasas, CA · 1,279 clientsWealth manager
    Schwab 56%Fidelity 44%
    $3.5B
  2. 2621
    Tribe CapitalSan Mateo, CA · 90 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  3. 2623
    Dragonfly Digital Management, LLCSan Francisco, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  4. 2625
    Ecor1 Capital, LLCSan Francisco, CA · 5 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  5. 2633
    Frank, Rimerman Advisors LLCPalo Alto, CA · 106 clientsWealth manager
    Fidelity 61%Schwab 39%
    $3.4B
  6. 2638
    Knox Lane LPSan Francisco, CA · 22 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  7. 2642
    Upfront VenturesLos Angeles, CA · 25 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  8. 2643
    Seafarer Capital Partners, LLCLarkspur, CA · 2 clientsAsset managerHybrid
    No custodian reported
    $3.4B
  9. 2644
    Sumeru Equity PartnersSan Mateo, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  10. 2645
    Diversis Capital Management, L.P.Los Angeles, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  11. 2647
    Five Arrows Managers North America LLCManhattan Beach, CA · 11 clientsPrivate fund adviserAffiliated broker-dealerRothschild & Co US Inc.
    No custodian reported
    $3.4B
  12. 2648
    Banneker Partners LLCSan Francisco, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  13. 2653
    Summitry, LLCFoster City, CA · 1,327 clientsWealth manager
    Schwab 100%
    $3.4B
  14. 2654
    Ducenta Squared Asset ManagementEl Segundo, CA · 457 clientsAsset manager
    State Street 48%
    $3.3B
  15. 2672
    Smash Ventures Management Company LPWest Hollywood, CA · 21 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  16. 2679
    Focused Investors LLCLos Angeles, CA · 3 clientsAsset manager
    Northern Trust 53%UBS 47%
    $3.3B
  17. 2688
    Darlington Partners Capital Management, LPGreenbrae, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  18. 2700
    Monograph Wealth Advisors, LLCManhattan Beach, CA · 213 clientsWealth manager
    Fidelity 56%Schwab 44%
    $3.2B
  19. 2706
    Counterpoint FundsSan Diego, CA · 5 clientsAsset managerHybrid
    No custodian reported
    $3.2B
  20. 2708
    Foresite CapitalWest Hollywood, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  21. 2709
    American Realty AdvisorsLos Angeles, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  22. 2715
    Nassau Coramerica LLCEl Segundo, CA · 11 clientsAsset managerAffiliated broker-dealer1851 Securities, Inc
    J.P. Morgan 100%
    $3.2B
  23. 2716
    Vance Street Capital LLCLos Angeles, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  24. 2721
    Trilogy Capital, Inc.Irvine, CA · 8,388 clientsWealth managerHybrid
    Schwab 58%LPL Financial 42%
    $3.2B
  25. 2742
    VMG Partners II, LLCSan Francisco, CA · 28 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  26. 2746
    Tennenbaum Capital Partners, LLCSanta Monica, CA · 30 clientsAsset managerAffiliated broker-dealerBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    BNY 100%
    $3.2B
  27. 2767
    Earned Wealth Advisors, LLCWalnut Creek, CA · 1,875 clientsWealth manager
    Schwab 76%Fidelity 24%
    $3.1B
  28. 2771
    Windjammer Capital InvestorsNewport Beach, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  29. 2776
    Calera Capital Advisors, LPSan Francisco, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  30. 2787
    Emerald Lake Capital Management, L.P.Santa Monica, CA · 15 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  31. 2791
    Berkeley Partners Management, LLCOakland, CA · 3 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  32. 2795
    Clarivest Asset Management LLCSan Diego, CA · 29 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
    U.S. Bank 100%
    $3.0B
  33. 2798
    Anthos CapitalSanta Monica, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  34. 2815
    Strategic Global Advisors, LLCNewport Beach, CA · 11 clientsAsset manager
    State Street 43%Northern Trust 33%BNY 25%
    $3.0B
  35. 2831
    Allocate Management Company, LLCPalo Alto, CA · 167 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  36. 2842
    Intellectus Partners, LLCSan Francisco, CA · 206 clientsWealth manager
    Fidelity 100%
    $3.0B
  37. 2843
    Pacific Avenue Capital Partners Management Company LLCManhattan Beach, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  38. 2859
    Point Olema Capital Partners, L.P.San Francisco, CA · 27 clientsWealth manager
    Fidelity 70%Schwab 30%
    $2.9B
  39. 2866
    Asset Dedication, LLCSan Francisco, CA · 1,998 clientsWealth manager
    Schwab 75%Fidelity 25%
    $2.9B
  40. 2867
    Northgate Capital, L.P.Danville, CA · 67 clientsPrivate fund adviser
    No custodian reported
    $2.9B

RIAs by state