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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. 1547
    Rhone Group L.L.C.New York, NY · 12 clientsPrivate fund adviserHybridRhone Group Advisors LLC
    No custodian reported
    $8.2B
  2. 1550
    Stripes, LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $8.1B
  3. 1558
    Lightyear Capital LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $8.1B
  4. 1565
    Blackstone Isg-Ii Advisors L.L.C.New York, NY · 8 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD.
    No custodian reported
    $8.0B
  5. 1569
    Cion Ares Management, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    No custodian reported
    $8.0B
  6. 1572
    Guggenheim InvestmentsNew York, NY · 107 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    No custodian reported
    $8.0B
  7. 1579
    Orion Resource Partners (USA), LPNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $7.9B
  8. 1580
    Timessquare Capital Management, LLCNew York, NY · 51 clientsAsset managerHybridAMG Distributors, Inc.
    No custodian reported
    $7.9B
  9. 1588
    Montanova Capital, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $7.9B
  10. 1590
    Odyssey Investment Partners, LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $7.9B
  11. 1591
    Ingalls Investment Management, LLCNew York, NY · 4,453 clientsWealth managerHybridIngalls & Snyder, LLC
    Ingalls & Snyder 69%Schwab 24%
    $7.8B
  12. 1593
    Hunter Point Capital LPNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $7.8B
  13. 1597
    Amova Asset Management Americas, Inc.New York, NY · 8 clientsPrivate fund adviserHybridAmova Securities Co., LTD.
    Northern Trust 100%
    $7.8B
  14. 1598
    QICNew York, NY · 21 clientsPrivate fund adviserHybrid
    No custodian reported
    $7.8B
  15. 1607
    Corsair Capital LLCNew York, NY · 64 clientsPrivate fund adviserHybridCorsair Advisors LLC
    No custodian reported
    $7.7B
  16. 1614
    MGG Investment Group LPNew York, NY · 47 clientsPrivate fund adviser
    No custodian reported
    $7.6B
  17. 1622
    ITE Management L.P.New York, NY · 13 clientsPrivate fund adviser
    Citi 100%
    $7.6B
  18. 1623
    Highbridge Capital Management, LLCNew York, NY · 16 clientsPrivate fund adviserHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    No custodian reported
    $7.6B
  19. 1624
    Sessa CapitalNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $7.5B
  20. 1630
    Lombard Odier Asset Management (USA) CorpNew York, NY · 27 clientsPrivate fund adviserAffiliated broker-dealer
    Ss&c Technologies 40%State Street 33%
    $7.5B
  21. 1634
    Hudson Housing Capital LLCNew York, NY · 105 clientsPrivate fund adviserHybridHudson Housing Securities LLC
    No custodian reported
    $7.4B
  22. 1637
    XN LPNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $7.4B
  23. 1638
    JLL Partners, LLCNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $7.4B
  24. 1641
    Lyrical Asset Management LPNew York, NY · 391 clientsAsset managerHybrid
    The Bank of NY Mellon 64%Northern Trust 36%
    $7.4B
  25. 1644
    Surgocap Partners LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $7.4B
  26. 1658
    HOF CapitalNew York, NY · 110 clientsPrivate fund adviserHybrid
    No custodian reported
    $7.3B
  27. 1659
    Riverstone Investment Group LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  28. 1664
    Flexstone Partners, LLCNew York, NY · 48 clientsPrivate fund adviserAffiliated broker-dealerNatixis Distribution, LLC
    No custodian reported
    $7.2B
  29. 1668
    BDT & MSD BDC Management, LLCNew York, NY · 1 clientsAsset managerHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
    No custodian reported
    $7.2B
  30. 1671
    Sachem Head Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  31. 1672
    Brown Brothers Harriman Mutual Fund Advisory DepartmentNew York, NY · 7 clientsAsset managerHybridBrown Brothers Harriman Investments, LLC
    No custodian reported
    $7.2B
  32. 1681
    Crestview PartnersNew York, NY · 37 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  33. 1682
    TAG Associates LLCNew York, NY · 90 clientsWealth manager
    Schwab 100%
    $7.1B
  34. 1685
    John W. Bristol & Co., Inc.New York, NY · 157 clientsWealth manager
    Wilmington Trust 50%Fiduciary Trust Company International 50%
    $7.1B
  35. 1686
    Argo Infrastructure Partners LPNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  36. 1690
    GLG LLCNew York, NY · 23 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    State Street 53%Northern Trust 47%
    $7.0B
  37. 1692
    Caspian Capital, LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $7.0B
  38. 1693
    One Madison Group LLCNew York, NY · 5 clientsAsset manager
    Morgan Stanley 100%
    $7.0B
  39. 1695
    Windrose Health Investors, LLCNew York, NY · 12 clientsPrivate fund adviserAffiliated broker-dealerMTS Securities, LLC
    No custodian reported
    $7.0B
  40. 1697
    Cannell & Spears LLCNew York, NY · 2,549 clientsWealth managerHybrid
    Fiduciary Trust 42%Schwab 40%
    $7.0B

RIAs by state