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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. 2202
    Acre Manager, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $4.7B
  2. 2209
    C-Bridge Capital LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  3. 2211
    Caxton Associates (USA) LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  4. 2217
    Seven Bridges Advisors LLCNew York, NY · 171 clientsWealth manager
    No custodian reported
    $4.6B
  5. 2218
    Haussmann 1864 Capital Management LLCNew York, NY · 12 clientsAsset managerAffiliated broker-dealerBernstein Institutional Services LLC, SG Americas Securities, LLC
    J.P. Morgan 100%
    $4.6B
  6. 2219
    Fundstrat CapitalNew York, NY · 3 clientsAsset managerHybrid
    No custodian reported
    $4.6B
  7. 2220
    Stable Asset Management LPNew York, NY · 15 clientsAsset manager
    State Street 76%
    $4.6B
  8. 2225
    Arbor Realty Collateral Management, LLCUniondale, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  9. 2228
    Deepcurrents Investment Group LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  10. 2234
    Tenex Capital Management, L.P.New York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  11. 2235
    Corvex Management LPNew York, NY · 10 clientsPrivate fund adviser
    Goldman Sachs 68%Merrill / Bank of America 32%
    $4.6B
  12. 2243
    Conifer Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  13. 2252
    Agtb Fund Manager, LLCNew York, NY · 1 clientsAsset managerHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
    No custodian reported
    $4.5B
  14. 2254
    OICNew York, NY · 46 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  15. 2255
    Greycroft LPNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  16. 2257
    Capitolis Advisors LLCNew York, NYAsset managerHybridCapitolis Global Broker Dealer LLC, Capitolis Liquid Global Markets LLC
    Deutsche Bank 59%BNY 41%
    $4.5B
  17. 2258
    Venrock Adviser, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  18. 2265
    Alpinvest Private Equity Investment Management, LLCNew York, NY · 2 clientsAsset managerHybridCarlyle Japan Equity Management L.L.C., TCG Capital Markets L.L.C.
    No custodian reported
    $4.5B
  19. 2266
    Paradigm Biocapital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 52%J.P. Morgan 27%
    $4.5B
  20. 2268
    Luminarx Capital Management LPNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  21. 2271
    Bienville Capital Management, LLCNew York, NY · 90 clientsAsset manager
    Schwab 100%
    $4.5B
  22. 2282
    Greystone Bridge Lending Fund Manager LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  23. 2284
    Locust Wood Capital Advisers, LLCNew York, NY · 18 clientsAsset managerHybridTriple A Partners LLC
    No custodian reported
    $4.4B
  24. 2286
    LGK Advisors, LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  25. 2287
    Eagletree Capital, LPNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  26. 2289
    AcresUniondale, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $4.4B
  27. 2299
    Ancala Partners LLCNew York, NY · 1 clientsAsset managerHybridAncala Partners LLP
    No custodian reported
    $4.4B
  28. 2302
    Quilvest Capital Partners Management, LLCNew York, NY · 79 clientsPrivate fund adviserHybridQuilvest (switzerland) LTD., Quilvest Capital Partners Securities LLC
    No custodian reported
    $4.3B
  29. 2303
    Stonehill Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  30. 2304
    Voyager Global Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  31. 2307
    Morgan Stanley | Eaton Vance CLO Manager LLCNew York, NY · 15 clientsPrivate fund adviserAffiliated broker-dealerEaton Vance Distributors, Inc., Morgan Stanley Asia Limited
    No custodian reported
    $4.3B
  32. 2317
    Karpus Investment ManagementPittsford, NY · 1,859 clientsWealth manager
    US Bancorp National Association 100%
    $4.3B
  33. 2322
    Vibrant Capital Partners, Inc.New York, NY · 28 clientsPrivate fund adviser
    J.P. Morgan 82%
    $4.3B
  34. 2325
    MAM Americas, Inc.New York, NY · 15 clientsPrivate fund adviserHybridMacquarie Agricultural Funds Management Limited, Macquarie Asset Management Europe S.A.R.L.
    No custodian reported
    $4.3B
  35. 2327
    Apollo Real Estate Fund Adviser, LLCNew York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $4.3B
  36. 2331
    Tetragon Financial Management LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  37. 2335
    Franklin BSP Capital Adviser LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $4.2B
  38. 2336
    Tinicum IncorporatedNew York, NY · 15 clientsPrivate fund adviser
    J.P. Morgan 100%
    $4.2B
  39. 2345
    Electron Capital Partners, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  40. 2347
    Stifel Capital Management, LLCNew York, NY · 549 clientsAsset managerHybridKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $4.2B

RIAs by state