DataBILT Logo
Back to Datasets
LIVESKU: DB-RIA-CA

California RIA Dataset

1,284 Firms • State of California Coverage

Dataset Overview

1,284 state-registered investment advisory firms in California. The largest single-state file in the DataBILT catalog.

California’s state-registered RIA population is the largest in the country by firm count — and is almost entirely absent from major commercial RIA databases, which focus on SEC-registered firms. This file provides structured, enriched access to that population in a commercial download format.

43 structured fields. Sourced from the SEC/FINRA IAPD State IA Feed as of May 21, 2026. Delivered as instant-download ZIP (Excel + CSV).

Use Cases

  • California RIA distribution list for fund managers and wholesalers
  • State-level AUM tier mapping
  • West Coast alternative asset distribution build
  • CRM import for California-focused financial services teams
One-Time Purchase Price
$349
  • XLSX file with Cover / Data / Summary tabs
  • CSV format for CRM or workflow import
  • Full Data Dictionary
  • README file
  • License and Disclaimer documentation
Get the California Dataset

Security: All transactions are Stripe-encrypted and processed through Gumroad. Access link is delivered instantly on purchase.

Product Info: Public-source data product. Not compliance-verified. Not investment advice. Not a recommendation of any kind.