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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 004
    Capital Research and Management CompanyLOS Angeles, CA · 23,578 clientsAsset managerHybridCapital Client Group, Inc.
    Morgan Stanley 59%UBS 25%
    $4.3T
  2. 005
    Blackrock Fund AdvisorsSAN Francisco, CA · 528 clientsAsset managerHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    J.P. Morgan 100%
    $4.3T
  3. 006
    Pacific Investment Management Company LLCNewport Beach, CA · 41,699 clientsAsset managerHybridPimco Canada Corp., Pimco Europe Gmbh
    BNY 44%State Street 28%Northern Trust 28%
    $3.7T
  4. 014
    Charles Schwab Investment Management, IncSAN Francisco, CA · 856,597 clientsAsset managerHybridCharles Schwab & Co., Inc.
    Schwab 100%
    $1.7T
  5. 047
    Franklin Advisers, Inc.SAN Mateo, CA · 25,120 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    UBS 46%BNY 32%J.P. Morgan 22%
    $509B
  6. 054
    Dodge & COXSAN Francisco, CA · 740 clientsAsset managerHybrid
    Northern Trust 43%BNY 36%
    $467B
  7. 055
    Ares Management LLCLOS Angeles, CA · 702 clientsPrivate fund adviserHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    BNY 63%Citi 23%
    $459B
  8. 079
    Edelman Financial EnginesSanta Clara, CA · 1,244,406 clientsWealth manager
    Fidelity Distributors Company 31%Schwab 26%
    $326B
  9. 096
    KKR Credit Advisors (US) LLCSAN Francisco, CA · 204 clientsAsset managerHybridAlps Co-Invest GP LLC, KKR Australia Investment Management PTY Limited
    U.S. Bank 83%
    $271B
  10. 102
    Capital Bank and Trust CompanyIrvine, CA · 588 clientsPrivate fund adviserHybridCapital Client Group, Inc.
    BNY 100%
    $251B
  11. 142
    Western Asset Management CompanyPasadena, CA · 31,897 clientsAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.
    BNY 100%
    $185B
  12. 146
    Oaktree Capital Management, L.P.LOS Angeles, CA · 373 clientsPrivate fund adviserHybridOCM Investments, LLC
    State Street 41%J.P. Morgan 32%BNY 27%
    $183B
  13. 160
    Global Retirement Partners LLCSAN Rafael, CA · 28,693 clientsAsset managerHybridHub International Investment Services Inc., TWD Securities, LLC
    LPL Financial 83%
    $170B
  14. 173
    Payden & RygelLOS Angeles, CA · 482 clientsAsset managerHybridPayden & Rygel Distributors
    BNY 38%State Street 29%
    $158B
  15. 180
    Aperio Group, LLCSausalito, CA · 33,901 clientsWealth managerBank-affiliatedHybrid
    Schwab 63%Fidelity 37%
    $152B
  16. 187
    WilshireSanta Monica, CA · 760,289 clientsAsset managerHybrid
    American Enterprise Investment Services 100%
    $149B
  17. 202
    Primecap Management CoPasadena, CA · 13 clientsAsset managerHybrid
    Northern Trust 100%
    $139B
  18. 228
    Silver Lake Technology Management, LLCMenlo Park, CA · 38 clientsPrivate fund adviser
    No custodian reported
    $118B
  19. 229
    Iconiq Capital, LLCSAN Francisco, CA · 846 clientsPrivate fund adviser
    Fidelity 86%
    $118B
  20. 239
    Hellman & Friedman LLCSAN Francisco, CA · 45 clientsPrivate fund adviser
    No custodian reported
    $110B
  21. 245
    Stepstone Group LPLa Jolla, CA · 561 clientsPrivate fund adviser
    No custodian reported
    $108B
  22. 250
    Andreessen HorowitzMenlo Park, CA · 119 clientsPrivate fund adviser
    No custodian reported
    $106B
  23. 251
    Vista Equity Partners Management, LLCSAN Francisco, CA · 128 clientsPrivate fund adviserHybridVista Equity Partners Capital Markets, LLC
    No custodian reported
    $106B
  24. 265
    Pathway Capital Management, LPIrvine, CA · 120 clientsAsset manager
    No custodian reported
    $98B
  25. 266
    Ares Capital Management LLCLOS Angeles, CA · 46 clientsAsset managerHybridAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    State Street 70%BNY 30%
    $98B
  26. 269
    WCM Investment ManagementLaguna Beach, CA · 6,735 clientsAsset managerHybrid
    J.P. Morgan 100%
    $97B
  27. 283
    Assetmark, Inc.Concord, CA · 456,452 clientsWealth managerWrap sponsorHybridAssetmark Brokerage, LLC
    Assetmark Trust 100%
    $92B
  28. 292
    PantheonSAN Francisco, CA · 157 clientsPrivate fund adviserHybridPantheon Securities, LLC
    State Street 100%
    $88B
  29. 296
    Leonard Green & Partners, L.P.LOS Angeles, CA · 117 clientsPrivate fund adviser
    No custodian reported
    $86B
  30. 300
    Clearlake Capital Group, L.P.Santa Monica, CA · 148 clientsPrivate fund adviserHybridClearlake Capital Markets, LLC
    U.S. Bank 100%
    $84B
  31. 305
    Sequoia Capital Operations, LLCMenlo Park, CA · 60 clientsPrivate fund adviser
    No custodian reported
    $82B
  32. 309
    TCW Asset Management Company LLCLOS Angeles, CA · 200 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    State Street 37%J.P. Morgan 35%BNY 28%
    $81B
  33. 321
    Metropolitan West Asset Management LLCLOS Angeles, CA · 91 clientsAsset managerHybridTCW Asia Limited, TCW Funds Distributors LLC
    Northern Trust 54%BNY 28%
    $79B
  34. 368
    Alan Biller and AssociatesMenlo Park, CA · 51 clientsAsset manager
    BNY 100%
    $65B
  35. 375
    Causeway Capital Management LLCLOS Angeles, CA · 1,562 clientsAsset managerHybrid
    State Street 53%Northern Trust 29%
    $62B
  36. 389
    Capital International, Inc.LOS Angeles, CA · 116 clientsAsset managerAffiliated broker-dealerCapital Client Group, Inc.
    State Street 37%J.P. Morgan 30%
    $58B
  37. 395
    IEQ Capital, LLCFoster City, CA · 2,309 clientsWealth manager
    Fidelity 100%
    $57B
  38. 403
    Beacon Pointe Advisors, LLCNewport Beach, CA · 29,929 clientsWealth managerHybrid
    Fidelity 100%
    $55B
  39. 408
    SB Investment Advisers (US) Inc.Menlo Park, CA · 1 clientsPrivate fund adviser
    No custodian reported
    $53B
  40. 417
    Farallon Capital Management, L.L.C.SAN Francisco, CA · 66 clientsPrivate fund adviser
    No custodian reported
    $52B

RIAs by state