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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. 1853
    East End Advisors, LLCNew York, NY · 14 clientsAsset managerAffiliated broker-dealerAlti Strategic Advisory (UK) Limited
    No custodian reported
    $6.1B
  2. 1857
    J.C. Flowers & Co. LLCNew York, NY · 22 clientsPrivate fund adviserHybridJ.C. Flowers Securities Co. LLC
    No custodian reported
    $6.0B
  3. 1864
    Meadow Capital Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $6.0B
  4. 1865
    Daiwa Asset Management (america) LTDNew York, NY · 17 clientsAsset managerAffiliated broker-dealerDaiwa Securities Co. LTD.
    Custody Bank of Japan, LTD. 100%
    $6.0B
  5. 1876
    Contour Asset Management LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  6. 1880
    LCN Capital Management, L.P.New York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  7. 1884
    Trilantic North AmericaNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  8. 1885
    Anomaly Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  9. 1886
    HG Vora Capital Management, LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $5.9B
  10. 1896
    Torchlight Investors, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  11. 1898
    LEE Equity Partners, LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  12. 1899
    The Linonia Partnership LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  13. 1902
    Axium Infrastructure US Inc.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  14. 1903
    Saluda Grade Asset Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  15. 1904
    Mirae Asset Global Investments (USA) LLCNew York, NY · 45 clientsPrivate fund adviserAffiliated broker-dealerMirae Asset Securities (HK) LTD., Mirae Asset Securities (UK) LTD
    No custodian reported
    $5.8B
  16. 1908
    Prospect RidgeNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $5.8B
  17. 1910
    Aetos Alternatives ManagementNew York, NY · 104 clientsAsset manager
    State Street 100%
    $5.8B
  18. 1917
    Obra Capital Management, LLC.New York, NY · 64 clientsPrivate fund adviser
    Citi 53%Bank of NY Mellon 47%
    $5.7B
  19. 1930
    Klingman and Associates, LLCNew York, NY · 709 clientsWealth manager
    Raymond James 76%Principal Securities 24%
    $5.7B
  20. 1935
    Brave Warrior Advisors, LLCNew York, NY · 116 clientsWealth manager
    Pershing 81%
    $5.6B
  21. 1940
    Alesco Advisors, LLC, AN ESL CompanyPittsford, NY · 639 clientsAsset managerAffiliated broker-dealerESL Investment Services, LLC, clears through LPL Financial
    Schwab 61%Fidelity Distributors Company 39%
    $5.6B
  22. 1941
    Donald Smith & Co., Inc.New York, NY · 22 clientsAsset manager
    BNY 53%
    $5.6B
  23. 1947
    Madison Realty CapitalNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $5.6B
  24. 1948
    Antarctica Investment Advisors, LLCNew York, NY · 36 clientsAsset managerHybridPalmer Capital Advisors, LLC
    U.S. Bancorp 62%
    $5.6B
  25. 1961
    Stacey Braun Associates IncNew York, NY · 1,091 clientsAsset manager
    PNC Bank 50%Amalgamated Bank 29%
    $5.5B
  26. 1963
    CQS (US), LLCNew York, NY · 15 clientsPrivate fund adviserHybridJohn Hancock Distributors LLC
    No custodian reported
    $5.5B
  27. 1967
    Integrum Holdings LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  28. 1971
    Bansk Group LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $5.5B
  29. 1973
    Vestal Point Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%Morgan Stanley 42%
    $5.5B
  30. 1977
    Palestra Capital Management LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  31. 1982
    Motive Capital Management, LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  32. 1987
    Tailwind CapitalNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  33. 1988
    Fenimore Asset Management, Inc.Cobleskill, NY · 682 clientsAsset managerHybridFenimore Securities, Inc.
    Schwab 100%
    $5.4B
  34. 1996
    Blackstone Alternative Investment Advisors LLCNew York, NY · 1 clientsAsset managerHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $5.4B
  35. 1998
    Cornell CapitalNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  36. 2006
    Mantle Ridge LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  37. 2012
    Family Manage LLCNew York, NY · 761 clientsAsset manager
    Pershing 97%
    $5.3B
  38. 2022
    MHR Fund Management LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  39. 2024
    Dextra PartnersNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  40. 2029
    Zimmer Partners, LPNew York, NY · 16 clientsPrivate fund adviser
    Barclays Capital 100%
    $5.2B

RIAs by state