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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. 1703
    Oceansound Partners, LPNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  2. 1704
    Blue Owl Technology Credit Advisors II LLCNew York, NY · 2 clientsAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $6.9B
  3. 1711
    Stellex CapitalNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  4. 1717
    Abacus Capital Group LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $6.9B
  5. 1725
    Tilden Park Capital Management LPNew York, NY · 9 clientsPrivate fund adviser
    Computershare Trust Company, National Association 65%Principal Financial Group 25%
    $6.8B
  6. 1728
    Silver Rock Capital PartnersNew York, NY · 20 clientsPrivate fund adviser
    J.P. Morgan 100%
    $6.8B
  7. 1732
    Glazer Capital, LLC.New York, NY · 4 clientsPrivate fund adviser
    UBS 25%
    $6.8B
  8. 1735
    Lead Edge Capital Management, LLCNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $6.8B
  9. 1736
    Laurion Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $6.8B
  10. 1746
    TRG Management LPNew York, NY · 43 clientsPrivate fund adviser
    Citi 100%
    $6.7B
  11. 1747
    Trutino Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  12. 1748
    Leeds Equity PartnersNew York, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  13. 1752
    BC Partners Advisors L.P.New York, NY · 17 clientsPrivate fund adviserHybridBC Partners Securities LLC
    No custodian reported
    $6.7B
  14. 1753
    Ladenburg Thalmann Asset Management IncNew York, NY · 3,154 clientsAsset managerHybridLadenburg Thalmann & Co. Inc., Osaic Institutions, Inc.
    Schwab 53%Fidelity 47%
    $6.7B
  15. 1756
    Avista Healthcare PartnersNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  16. 1757
    Quantbot Technologies, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $6.7B
  17. 1762
    Cortec Group Management Services, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  18. 1763
    Southpoint Capital Advisors LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  19. 1783
    Level EquityNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $6.5B
  20. 1784
    Douglass Winthrop Advisors LLCNew York, NY · 1,327 clientsWealth managerPublic-company owned
    Schwab 50%Pershing 50%
    $6.5B
  21. 1785
    Arnhold LLCNew York, NY · 91 clientsAsset manager
    Merrill / Bank of America 100%
    $6.4B
  22. 1786
    Nassau Global Credit LLCNew York, NY · 26 clientsPrivate fund adviserAffiliated broker-dealer1851 Securities, Inc
    Computershare Corporate Trust 90%
    $6.4B
  23. 1788
    Certares Management LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $6.4B
  24. 1789
    Tetragon Partners L.P.New York, NY · 47 clientsPrivate fund adviser
    UBS 72%Merrill / Bank of America 28%
    $6.4B
  25. 1792
    Glenview Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $6.4B
  26. 1794
    Allianz Capital Partners of America LLCNew York, NY · 11 clientsAsset manager
    No custodian reported
    $6.4B
  27. 1800
    Madison International Realty Holdings, LLCNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  28. 1802
    Winshore Capital Partners LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  29. 1804
    Landmark Management, LLCNew York, NY · 11 clientsAsset manager
    Merrill / Bank of America 100%
    $6.3B
  30. 1805
    Brinley Partners, LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  31. 1807
    Stelac Advisory Services LLCNew York, NY · 101 clientsWealth manager
    Citi 56%J.P. Morgan 44%
    $6.3B
  32. 1812
    Kimmeridge Energy Management Company, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $6.3B
  33. 1813
    J. Safra Asset Management CorporationNew York City, NY · 3,443 clientsWealth managerBank-affiliatedHybridSafra Securities LLC
    BNY 79%
    $6.3B
  34. 1815
    Pinnacle Asset Management, L.P.New York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  35. 1819
    Brightwood Capital Advisors, LLCNew York, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $6.2B
  36. 1820
    Investcorp Investment Advisers LLCNew York, NY · 54 clientsPrivate fund adviserHybridInvestcorp Asia Financial Services Private Limited, Investcorp Asset Advisory Services Limited
    No custodian reported
    $6.2B
  37. 1821
    Beck, Mack & Oliver LLCNew York, NY · 1,628 clientsWealth manager
    Schwab 49%Fidelity 33%
    $6.2B
  38. 1828
    Tikehau Capital North America LLCNew York, NY · 34 clientsPrivate fund adviserHybrid
    No custodian reported
    $6.2B
  39. 1833
    Primary Wave IP Investment Management LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $6.1B
  40. 1851
    Aperture Investors, LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $6.1B

RIAs by state