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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. 2559
    OHA Private Credit Advisors LLCNew York, NY · 1 clientsAsset managerHybridT. Rowe Price Investment Services, Inc.
    No custodian reported
    $3.6B
  2. 2565
    SPF Investment Management, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  3. 2569
    Apollo Manager, LLCNew York, NY · 2 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    J.P. Morgan 50%State Street 50%
    $3.6B
  4. 2572
    Anthelion Capital Partners LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  5. 2582
    Burkehill Global Management, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  6. 2584
    Mill Point Capital LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  7. 2585
    Breakwall Investment Advisor LLCPort Washington, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  8. 2590
    Bentallgreenoak Strategic Capital PartnersNew York, NY · 86 clientsPrivate fund adviserAffiliated broker-dealerAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $3.5B
  9. 2601
    AEA Enterprise Partners Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  10. 2607
    Clover Credit Management, LLCNew York, NY · 8 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    No custodian reported
    $3.5B
  11. 2609
    Palistar Capital LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  12. 2614
    Carret Asset Management, LLCNew York, NY · 2,633 clientsAsset manager
    Schwab 45%Fidelity 33%Reliance Trust / FIS Global 23%
    $3.5B
  13. 2615
    Bluerock Fund Advisor, LLCNew York, NY · 1 clientsAsset managerHybridBluerock Capital Markets LLC
    No custodian reported
    $3.5B
  14. 2616
    Sage, Rutty & Co., Inc.Rochester, NY · 8,613 clientsBroker-dealer firmHybrid
    No custodian reported
    $3.5B
  15. 2619
    Diameter Principal Finance LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $3.4B
  16. 2630
    Hill Path Capital LPNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  17. 2634
    Lakewood Capital Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $3.4B
  18. 2637
    New Mountain Credit CLO Advisers, L.L.C.New York, NY · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $3.4B
  19. 2641
    Cohen Klingenstein, LLCNew York, NY · 112 clientsPrivate fund adviser
    Oppenheimer & Co. 100%
    $3.4B
  20. 2646
    Westfuller Advisors, LLCNew York, NY · 88 clientsAsset managerAffiliated broker-dealerCeladon Financial Group LLC, clears through RBC Capital Markets, Wedbush
    Pershing 69%Northern Trust 31%
    $3.4B
  21. 2658
    Recognize Partners LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  22. 2663
    Apollo Investment Management, L.P.New York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $3.3B
  23. 2676
    Atalan Capital Partners, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  24. 2682
    Mudrick CapitalNew York, NY · 49 clientsPrivate fund adviser
    Goldman Sachs 100%
    $3.3B
  25. 2687
    Cinven, Inc.New York, NY · 1 clientsAsset manager
    No custodian reported
    $3.3B
  26. 2692
    Basepoint Advisors LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  27. 2694
    Avantyr Capital Partners, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  28. 2695
    York Capital ManagementNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  29. 2698
    Gates Capital Management, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.3B
  30. 2704
    Cantor Fitzgerald Investment AdvisorsNew York, NY · 1,295 clientsAsset managerHybridCantor Fitzgerald & Co.
    Schwab 82%
    $3.2B
  31. 2705
    Growthcurve Capital LPNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  32. 2707
    Meyer Handelman Company LLCRye Brook, NY · 487 clientsWealth manager
    Citi 79%
    $3.2B
  33. 2717
    Oberland Capital Management LLCNew York, NY · 26 clientsPrivate fund adviser
    J.P. Morgan 100%
    $3.2B
  34. 2735
    Fitzwalter Capital (US) LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  35. 2738
    Foursixthree Capital LPNew York, NY · 10 clientsPrivate fund adviser
    Goldman Sachs 100%
    $3.2B
  36. 2744
    Hilton Capital Management, LLCGarden City, NY · 1,647 clientsAsset managerHybrid
    Northern Trust 44%U.S. Bank 39%
    $3.2B
  37. 2756
    Romark Credit Advisors LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  38. 2763
    Moorstone, L.P.New York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  39. 2764
    Van ECK Absolute Return Advisers Corp.New York, NY · 14 clientsAsset managerHybridVan ECK Securities Corporation, Vaneck (europe) Gmbh
    No custodian reported
    $3.1B
  40. 2777
    Cooper Creek Partners Management LLCNew York, NY · 7 clientsPrivate fund adviser
    Northern Trust 82%
    $3.1B

RIAs by state