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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 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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

2,591 firms manage $37.7 trillionNew York

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. 1398
    Samlyn Capital, LLCNew York, NY · 10 clientsPrivate fund adviser
    J.P. Morgan 100%
    $9.7B
  2. 1399
    MJX Asset Management LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $9.7B
  3. 1405
    Dockside PlatformsNew York, NY · 11 clientsPrivate fund adviserAffiliated broker-dealerWalleye Trading LLC
    No custodian reported
    $9.6B
  4. 1406
    Orix Advisers, LLCNew York, NY · 15 clientsPrivate fund adviserHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
    No custodian reported
    $9.6B
  5. 1408
    Basalt Infrastructure Partners LLCNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $9.6B
  6. 1409
    Horizon Kinetics Asset Management LLCNew York, NY · 2,223 clientsAsset managerHybridKBD Securities, LLC, Kinetics Funds Distributor LLC
    Fidelity 100%
    $9.6B
  7. 1413
    Roundhill InvestmentsNew York, NY · 45 clientsAsset managerHybrid
    No custodian reported
    $9.6B
  8. 1414
    Rubric Capital Management LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $9.6B
  9. 1421
    SDC Capital Partners, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $9.5B
  10. 1427
    Ritholtz Wealth ManagementNew York, NY · 4,221 clientsWealth manager
    Schwab 72%Fidelity 28%
    $9.4B
  11. 1428
    SLR Capital Partners, LLCNew York, NY · 19 clientsPrivate fund adviser
    Citi 99%
    $9.4B
  12. 1429
    Kennedy Lewis Loan Management LLCNew York, NY · 22 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $9.4B
  13. 1432
    Interval Partners, L.P.New York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $9.4B
  14. 1434
    Altaris, LLCNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  15. 1436
    Joel Isaacson & Co., LLCNew York, NY · 1,271 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $9.3B
  16. 1440
    Itau USA Asset ManagementNew York, NY · 63 clientsPrivate fund adviserHybridItau BBA USA Securities, Inc., Itau International Securities Inc.
    Citi 80%
    $9.3B
  17. 1450
    Graniteshares Advisors LLCNew York, NY · 67 clientsAsset managerHybrid
    No custodian reported
    $9.2B
  18. 1464
    400 Capital Management LLCNew York, NY · 23 clientsPrivate fund adviser
    J.P. Morgan 71%BNY 29%
    $9.0B
  19. 1469
    J.F. Lehman and Company LLCNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  20. 1471
    Partners Group US Management CLO LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  21. 1476
    Sentinel Capital Partners, L.L.C.New York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $9.0B
  22. 1477
    Quinbrook Infrastructure Partners LLCNew York, NY · 19 clientsPrivate fund adviserAffiliated broker-dealerQuinbrook Capital Partners LLC
    Merrill / Bank of America 100%
    $9.0B
  23. 1486
    Snowden Capital Advisors LLCNew York, NY · 6,021 clientsWealth managerWrap sponsorHybridSnowden Account Services LLC, clears through Pershing
    Pershing 100%
    $8.9B
  24. 1488
    Advent Capital Management, LLCNew York, NY · 421 clientsAsset manager
    State Street 49%BNY 26%Northern Trust 25%
    $8.8B
  25. 1494
    Hamlin Capital Management, LLCNew York, NY · 1,924 clientsAsset manager
    National Financial Services 32%Schwab 27%Deutsche Bank 23%
    $8.7B
  26. 1500
    Millburn Ridgefield LLCNew York, NY · 9 clientsBroker-dealer firmHybridMillburn International (europe) LLP
    No custodian reported
    $8.7B
  27. 1506
    TD Private Client Wealth LLCNew York, NY · 25,685 clientsBroker-dealer firmHybridTD Financial Products LLC, TD Securities (USA) LLC, clears through Pershing
    Pershing 100%
    $8.6B
  28. 1507
    Blue Torch Capital LPNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $8.6B
  29. 1508
    Gresham Investment Management LLCNew York, NY · 23 clientsAsset manager
    SG Americas Securities 100%
    $8.6B
  30. 1510
    Blackstone Multi-Asset Advisors L.L.C.New York, NY · 10 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $8.5B
  31. 1511
    Vise AI AdvisorsNew York City, NY · 16,405 clientsWealth manager
    Schwab 54%Fidelity 35%
    $8.5B
  32. 1516
    Eldridge Credit Advisers, LLCNew York, NY · 36 clientsPrivate fund adviserAffiliated broker-dealerJohnstone Brokerage Services LLC, Security Distributors, LLC
    UMB Bank 55%State Street 23%
    $8.5B
  33. 1517
    Midocean Credit PartnersNew York, NY · 40 clientsPrivate fund adviser
    Northern Trust 100%
    $8.5B
  34. 1518
    BNY Mellon Securities CorporationNew York, NY · 3,734 clientsBroker-dealer firmHybridBNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, clears through Pershing
    Pershing 75%Morgan Stanley 25%
    $8.4B
  35. 1520
    Douglas C. Lane & AssociatesNew York, NY · 1,144 clientsWealth managerAffiliated broker-dealer
    Schwab 52%Fidelity Distributors Company 48%
    $8.4B
  36. 1522
    Vista Credit Partners, L.P.New York, NY · 27 clientsPrivate fund adviserHybridVista Equity Partners Capital Markets, LLC
    No custodian reported
    $8.4B
  37. 1528
    SK Capital PartnersNew York, NY · 28 clientsPrivate fund adviser
    No custodian reported
    $8.4B
  38. 1536
    Advantage Capital ManagementNew York, NY · 13 clientsAsset managerAffiliated broker-dealerKopentech Capital Markets LLC
    State Street 100%
    $8.3B
  39. 1544
    Samsung Asset Management (new York), Inc.New York, NY · 4 clientsAsset managerAffiliated broker-dealerSamsung Securities (america), Inc., Samsung Securities Co., LTD
    J.P. Morgan 100%
    $8.2B
  40. 1546
    Starboard Value LPNew York, NY · 11 clientsPrivate fund adviser
    State Street 49%Goldman Sachs 23%
    $8.2B

RIAs by state