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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. 2868
    Pinegrove Opportunity Partners, LLCSan Francisco, CA · 6 clientsPrivate fund adviserAffiliated broker-dealerBrookfield Advisors (hong Kong) Limited, Brookfield Oaktree Wealth Solutions LLC
    No custodian reported
    $2.9B
  2. 2869
    Raub Brock Capital Management, LPLarkspur, CA · 141 clientsAsset manager
    Schwab 100%
    $2.9B
  3. 2877
    Flexpath StrategiesAliso Viejo, CA · 741 clientsAsset manager
    No custodian reported
    $2.9B
  4. 2883
    Farther Asset Management, LLCSan Francisco, CA · 9,645 clientsWealth managerWrap sponsorAffiliated broker-dealerFarther Securities, LLC
    Schwab 51%Fidelity 49%
    $2.9B
  5. 2884
    Polychain Capital LPSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  6. 2885
    Sylebra Capital LLCPalo Alto, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  7. 2887
    Fort Point Capital Partners LLCSan Francisco, CA · 441 clientsWealth managerHybrid
    Schwab 60%Fidelity 40%
    $2.9B
  8. 2888
    RRG Capital Management LLCLos Angeles, CA · 16 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  9. 2900
    Electric Capital Partners, LLCPalo Alto, CA · 30 clientsPrivate fund adviser
    Anchorage Trust 64%
    $2.9B
  10. 2902
    LM Advisors LLCSan Diego, CA · 585 clientsWealth manager
    Morgan Stanley 100%
    $2.9B
  11. 2909
    Hollencrest Capital ManagementNewport Beach, CA · 477 clientsWealth manager
    Schwab 100%
    $2.9B
  12. 2913
    Park West Asset Management LLCSan Francisco, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  13. 2916
    Blockchain Capital, LLCSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  14. 2917
    Veris Wealth Partners, LLCOakland, CA · 346 clientsWealth managerPublic-company owned
    Fidelity Distributors Company 77%Schwab 23%
    $2.9B
  15. 2919
    Cooper McManusIrvine, CA · 3,482 clientsWealth managerHybrid
    Schwab 83%
    $2.9B
  16. 2945
    Main Management ETF Advisors, LLCSan Francisco, CA · 3 clientsAsset manager
    No custodian reported
    $2.8B
  17. 2948
    Angeles Wealth Management, LLCSanta Monica, CA · 212 clientsWealth manager
    Schwab 100%
    $2.8B
  18. 2971
    Ohana AdvisorsSan Rafael, CA · 22 clientsWealth manager
    No custodian reported
    $2.8B
  19. 2989
    A16z Perennial Management, L.P.Menlo Park, CA · 73 clientsWealth manager
    Fidelity 100%
    $2.8B
  20. 3002
    DC Global VenturesMenlo Park, CA · 10 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  21. 3005
    KBS Realty Advisors, LLCNewport Beach, CA · 3 clientsPrivate fund adviserHybridKBS Capital Markets Group LLC
    No custodian reported
    $2.7B
  22. 3019
    1sharpe Capital LLCSan Francisco, CA · 7 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  23. 3021
    TCW PT Management Company LLCLos Angeles, CA · 5 clientsPrivate fund adviserHybridTCW Asia Limited, TCW Funds Distributors LLC
    No custodian reported
    $2.7B
  24. 3028
    Breakthrough PropertiesLos Angeles, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  25. 3031
    Gobi Capital LLCBeverly Hills, CA · 8 clientsPrivate fund adviser
    BNY 100%
    $2.7B
  26. 3041
    CIM Capital, LLCLos Angeles, CA · 15 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $2.7B
  27. 3062
    Osborne PartnersSan Francisco, CA · 734 clientsWealth manager
    Schwab 100%
    $2.7B
  28. 3066
    TCG Capital ManagementPlaya Vista, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  29. 3075
    Steadview Capital Management LLCSan Francisco, CA · 12 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  30. 3099
    Checchi Capital Advisers, LLCBeverly Hills, CA · 241 clientsWealth manager
    Schwab 79%
    $2.6B
  31. 3106
    Pegasus Tech Ventures, Inc.San Jose, CA · 43 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  32. 3115
    Bracket CapitalWest Hollywood, CA · 51 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  33. 3121
    Howard Capital Management Group, LLCLos Angeles, CA · 561 clientsWealth managerAffiliated broker-dealer
    Fidelity 79%
    $2.6B
  34. 3133
    SSI Investment Management LLCLos Angeles, CA · 79 clientsAsset managerHybridResolute Investment Distributors, Inc.
    Northern Trust 45%BNY 40%
    $2.6B
  35. 3135
    Row Asset Management, LLCNewport Beach, CA · 14 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  36. 3142
    Merk Investments LLCPalo Alto, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  37. 3143
    Validus Capital LLCEl Segundo, CA · 190 clientsWealth manager
    Schwab 100%
    $2.5B
  38. 3165
    NO Street GP LPSan Francisco, CA · 6 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  39. 3166
    Saratoga Research & Investment ManagementSaratoga, CA · 2,740 clientsWealth manager
    Schwab 64%Fidelity 24%
    $2.5B
  40. 3172
    Owl VenturesSan Francisco, CA · 19 clientsPrivate fund adviser
    No custodian reported
    $2.5B

RIAs by state