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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. 2355
    Bonaccord Capital PartnersNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  2. 2357
    Garnett Station PartnersNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  3. 2359
    Crossingbridge Advisors, LLCPleasantville, NY · 49 clientsAsset manager
    Northern Trust 60%U.S. Bank 40%
    $4.2B
  4. 2362
    Star Mountain Fund Management, LLCNew York, NY · 34 clientsBroker-dealer firmHybridStar Mountain Advisors, LLC
    East West Bank 100%
    $4.2B
  5. 2368
    Revelar Capital LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $4.2B
  6. 2382
    Blue Wolf Capital Partners LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  7. 2385
    Senvest Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $4.1B
  8. 2390
    Castleknight Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  9. 2392
    Fundamental Advisors LPNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  10. 2393
    Wildcat Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $4.1B
  11. 2418
    Truarc Partners, LPNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  12. 2431
    NWI Management LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $4.0B
  13. 2435
    Madison Avenue Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  14. 2436
    Tiger Infrastructure Partners LPNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  15. 2439
    Hildred Capital Management, LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  16. 2440
    Atalanta Sosnoff Management, LLCNew York, NY · 597 clientsAsset managerAffiliated broker-dealerEvercore Group L.L.C.
    Morgan Stanley 78%
    $3.9B
  17. 2442
    Avenue Europe International Management, L.P.New York, NY · 22 clientsPrivate fund adviserAffiliated broker-dealerAmroc Investments, LLC
    No custodian reported
    $3.9B
  18. 2455
    140 Summer Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  19. 2458
    Cyrus Capital Partners, L.P.New York, NY · 36 clientsPrivate fund adviser
    State Street 98%
    $3.9B
  20. 2459
    Ionic Capital Management LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $3.9B
  21. 2470
    Left Lane CapitalBrooklyn, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  22. 2472
    HSBC Securities (USA) Inc.New York, NY · 12,108 clientsBroker-dealer firmHybrid
    Pershing 69%HSBC Bank USA 31%
    $3.8B
  23. 2476
    Avala Global LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  24. 2479
    Scopus Asset Management, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  25. 2480
    Jefferies Credit Management LLCNew York, NY · 5 clientsAsset managerAffiliated broker-dealerJefferies LLC
    No custodian reported
    $3.8B
  26. 2483
    Miller Howard Investments IncKingston, NY · 2,034 clientsAsset managerHybrid
    Morgan Stanley 75%UBS 25%
    $3.8B
  27. 2494
    Sentinel Fund Advisors, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  28. 2496
    Healthcare Royalty Management, LLCNew York, NY · 13 clientsPrivate fund adviserAffiliated broker-dealerGlobal Atlantic Distributors, LLC
    No custodian reported
    $3.8B
  29. 2502
    Bedford Ridge CapitalNew York, NY · 14 clientsPrivate fund adviser
    J.P. Morgan 100%
    $3.8B
  30. 2504
    10th Lane Partners, LPNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  31. 2515
    Annaly Credit Opportunities Management LLCNew York, NY · 2 clientsPrivate fund adviserHybridArcola Securities, Inc.
    State Street 100%
    $3.7B
  32. 2523
    Anchorage Capital Group, L.L.C.New York, NY · 38 clientsPrivate fund adviser
    Goldman Sachs 100%
    $3.7B
  33. 2526
    Midocean US Advisor, L.P.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  34. 2538
    TGM Associates L.P.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  35. 2539
    Caledonia US, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  36. 2544
    Infrastructure Capital Advisors, LLCNew York, NY · 10 clientsAsset manager
    Interactive Brokers 100%
    $3.6B
  37. 2545
    S3 Capital Advisors LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  38. 2550
    Palladium Equity Partners Advisor, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  39. 2551
    Axar Capital Management LPNew York, NY · 25 clientsPrivate fund adviser
    BNY 48%Fifth Third Bank 31%
    $3.6B
  40. 2558
    Courier Capital, LLCBuffalo, NY · 2,212 clientsWealth managerBank-affiliated
    Schwab 100%
    $3.6B

RIAs by state