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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. 2781
    Greywolf Capital Management LPPurchase, NY · 48 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  2. 2786
    Cinctive Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  3. 2790
    Leucadia Asset Management LLCNew York, NY · 15 clientsPrivate fund adviserHybridJefferies (japan) Limited Tokyo Branch, Jefferies Financial Services, Inc.
    Morgan Stanley 100%
    $3.1B
  4. 2792
    Z Capital Group, L.L.C.New York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  5. 2794
    Gamut Capital Management, L.P.New York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  6. 2804
    Pharmakon Advisors, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  7. 2806
    Overland Advisors, LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $3.0B
  8. 2811
    Carrick Lane LLCNew York, NY · 656 clientsWealth manager
    Fidelity 70%Schwab 30%
    $3.0B
  9. 2818
    AXS Investments LLCPort Chester, NY · 71 clientsAsset managerHybrid
    No custodian reported
    $3.0B
  10. 2819
    Seabury Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserHybridSeabury Securities (UK) LTD, Seabury Securities LLC
    No custodian reported
    $3.0B
  11. 2821
    Alua Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  12. 2824
    Blackstone Strategic Alliance Advisors L.L.C.New York, NY · 7 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $3.0B
  13. 2830
    Crownstone Advisory & Investment CorpNew York, NY · 1 clientsAsset manager
    No custodian reported
    $3.0B
  14. 2837
    DLD Asset Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  15. 2838
    Delta GlobalNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  16. 2839
    Ccaventus Asset Management LPNew York, NY · 31 clientsPrivate fund adviserHybridArena Financial Services, LLC
    J.P. Morgan 100%
    $3.0B
  17. 2850
    Acorn Advisory Capital, L.P.New York, NY · 7 clientsAsset manager
    BNY 100%
    $3.0B
  18. 2863
    Mane Global Capital Management LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 34%Morgan Stanley 28%
    $2.9B
  19. 2876
    FNY Investment Advisers, LLCNew York, NY · 1 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.9B
  20. 2878
    Radcliff Management LLCNew York, NY · 47 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  21. 2886
    Asset Management One USA Inc.New York, NY · 7 clientsAsset managerAffiliated broker-dealerGreenhill & Co., LLC, Mizuho Securities Co., LTD.
    Mufg Alternative Fund Services (cayman) Limited 100%
    $2.9B
  22. 2889
    Lynrock Lake LPRye Brook, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  23. 2895
    DFW Capital PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  24. 2897
    Westchester Capital Management, LLCValhalla, NY · 7 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
    No custodian reported
    $2.9B
  25. 2899
    MAN Investment Partners (US) LPNew York, NY · 34 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    Barclays Bank PLC 100%
    $2.9B
  26. 2903
    Capital Counsel LLCNew York, NY · 224 clientsWealth manager
    BNY 100%
    $2.9B
  27. 2904
    Casdin Capital, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  28. 2910
    Nx1 Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.9B
  29. 2928
    Raith Capital PartnersNew York, NY · 24 clientsPrivate fund adviser
    State Street 85%
    $2.8B
  30. 2931
    Saba LT, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  31. 2935
    Pamplona Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  32. 2936
    Basswood Capital Management, L.L.C.New York, NY · 11 clientsPrivate fund adviser
    Morgan Stanley 72%J.P. Morgan 25%
    $2.8B
  33. 2939
    Two Seas Capital LPRye, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  34. 2947
    Cordoba Advisory Partners LLCNew York, NY · 62 clientsWealth manager
    J.P. Morgan 63%
    $2.8B
  35. 2950
    MVP Manager LLCNew York, NY · 82 clientsPrivate fund adviserHybridVntr Securities LLC
    No custodian reported
    $2.8B
  36. 2952
    Strategic Financial ServicesUtica, NY · 1,336 clientsWealth manager
    Schwab 100%
    $2.8B
  37. 2953
    Toms Capital Investment Management LPNew York, NY · 10 clientsPrivate fund adviser
    Morgan Stanley 100%
    $2.8B
  38. 2954
    MLC Asset Management US LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  39. 2958
    Willow Tree Credit Partners LPNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 31%UMB Bank 31%
    $2.8B
  40. 2960
    Avenir Management Company, LLCNew York, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $2.8B

RIAs by state