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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. 2031
    Spruce House Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  2. 2033
    Standard Investments LLCNew York, NY · 14 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $5.2B
  3. 2043
    Paine Schwartz Partners, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  4. 2046
    Investcorp Corsair Infrastructure Partners, L.P.New York, NY · 15 clientsPrivate fund adviserHybridCorsair Advisors LLC, ICM Nominees Holding Limited
    No custodian reported
    $5.2B
  5. 2051
    Jefferies Investment Advisers LLCNew York, NY · 2,020 clientsAsset managerHybridJefferies LLC
    Pershing 100%
    $5.2B
  6. 2053
    Altamar Partners North America LLCNew York, NYAsset managerAffiliated broker-dealer
    No custodian reported
    $5.1B
  7. 2058
    NUT Tree Capital Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  8. 2059
    Starr Private Equity Partners, LLCNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  9. 2064
    Duration Capital Partners LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $5.1B
  10. 2073
    Indus Capital Partners, LLCNew York, NY · 17 clientsPrivate fund adviser
    J.P. Morgan 35%Morgan Stanley 34%
    $5.1B
  11. 2083
    Trueplan Benefit and Retirement AdvisorsRensselaer, NY · 48 clientsBroker-dealer firmHybrid
    No custodian reported
    $5.1B
  12. 2089
    Maplelane Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  13. 2092
    Luxor Capital Group, LPNew York, NY · 37 clientsPrivate fund adviser
    Goldman Sachs 37%J.P. Morgan 34%Schwab 29%
    $5.0B
  14. 2095
    MSR Capital Partners, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  15. 2104
    SavvyNew York, NY · 4,613 clientsWealth managerHybridSavvy Wealth Management LLC
    Schwab 57%Fidelity 43%
    $5.0B
  16. 2110
    JVP ManagementNew York, NY · 49 clientsPrivate fund adviser
    TD Bank 49%Flagstar Bank 28%Valley National Bank 23%
    $5.0B
  17. 2111
    Atalanta Sosnoff Capital, LLCNew York, NY · 186 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
    BNY 35%J.P. Morgan 22%
    $5.0B
  18. 2112
    Hound PartnersNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $5.0B
  19. 2114
    Avenue Capital Management II, L.P.New York, NY · 35 clientsPrivate fund adviserAffiliated broker-dealerAmroc Investments, LLC
    No custodian reported
    $5.0B
  20. 2128
    Senator Investment Group LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  21. 2130
    StashNew York, NY · 1,138,270 clientsWealth managerPublic-company ownedHybridStash Capital LLC, clears through Apex Clearing
    Apex Fintech 100%
    $4.9B
  22. 2131
    Granger Management LLCNew York, NY · 15 clientsAsset manager
    Northern Trust 98%
    $4.9B
  23. 2134
    Advantage Advisers Multi-Manager, L.L.C.New York, NY · 2 clientsAsset managerAffiliated broker-dealerOppenheimer & Co. Inc., Oppenheimer Europe LTD
    No custodian reported
    $4.9B
  24. 2135
    Swiss RE Insurance-Linked Strategies Inc.New York, NY · 5 clientsPrivate fund adviserHybridSwiss RE Capital Markets Corporation, Swiss RE Capital Markets Europe S.A.
    No custodian reported
    $4.9B
  25. 2140
    J. Goldman & Co., L.P.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  26. 2141
    Lucid Management and Capital Partners LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  27. 2142
    Taconic Capital Advisors LPNew York, NY · 32 clientsPrivate fund adviser
    Barclays Bank PLC 100%
    $4.9B
  28. 2146
    Energy Impact Partners LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $4.9B
  29. 2148
    Brightstar Capital PartnersNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  30. 2149
    Compound Planning, Inc.New York, NY · 13,653 clientsWealth managerHybrid
    Schwab 63%Fidelity 37%
    $4.8B
  31. 2151
    Encompass Capital Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
    Morgan Stanley 79%
    $4.8B
  32. 2154
    Macquarie Wealth Advisers, LLCNew York, NY · 29 clientsAsset managerHybridMacquarie Capital (USA) Inc.
    No custodian reported
    $4.8B
  33. 2161
    DME Capital Management, LPNew York, NY · 7 clientsPrivate fund adviser
    Jefferies 100%
    $4.8B
  34. 2171
    Claros Reit Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  35. 2175
    East Rock Capital, LLCNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $4.8B
  36. 2176
    Robeco Institutional Asset Management US IncNew York, NY · 17 clientsAsset managerHybridBoston Partners Securities, L.L.C.
    BNY 39%State Street 27%
    $4.8B
  37. 2187
    Armistice Capital LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  38. 2188
    Investcorp Investment Solutions LLCNew York, NYAsset managerHybridInvestcorp Asia Financial Services Private Limited, Investcorp Asset Advisory Services Limited
    No custodian reported
    $4.7B
  39. 2192
    Klingenstein Fields AdvisorsNew York, NY · 1,309 clientsWealth managerHybrid
    Schwab 100%
    $4.7B
  40. 2197
    Yaupon Capital Management LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $4.7B

RIAs by state