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Est. 2026The front page of wealth managementNew York

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4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 Priorities
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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. 2967
    Blackstone Real Estate Advisors Europe L.P.New York, NY · 7 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $2.8B
  2. 2968
    Stone Hill Fiduciary Management, LLCGreat Neck, NY · 94 clientsAsset manager
    Fidelity Management Trust 100%
    $2.8B
  3. 2979
    ArdianNew York, NY · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.8B
  4. 2981
    Pretium Credit Management, LLCNew York, NY · 15 clientsPrivate fund adviserAffiliated broker-dealerPretium Securities, LLC
    No custodian reported
    $2.8B
  5. 2984
    Consonance Capital Partners, LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  6. 2987
    Raine Capital LLCNew York, NY · 40 clientsPrivate fund adviserHybridRaine Advisors India Private Limited, Raine Advisors Limited
    No custodian reported
    $2.8B
  7. 2992
    Peconic Partners LLCNew York, NY · 8 clientsPrivate fund adviser
    J.P. Morgan 100%
    $2.7B
  8. 3007
    Sound Point Commercial Real Estate Finance LLCNew York, NY · 8 clientsAsset manager
    BNY 100%
    $2.7B
  9. 3012
    Innocap Investment Advisers, LLC.New York, NY · 13 clientsAsset managerHybridHedgemark Securities LLC
    No custodian reported
    $2.7B
  10. 3014
    ARS Investment Partners, LLCNew York, NY · 380 clientsWealth managerAffiliated broker-dealerVentum Financial (US) Corp., Ventum Financial Corp
    Pershing 100%
    $2.7B
  11. 3015
    1988 Asset Management, LLCNew York, NY · 8 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    No custodian reported
    $2.7B
  12. 3018
    Sagewood Asset Management LPNew York, NY · 255 clientsWealth manager
    Stifel, Nicolaus & Company, Incorporated 43%Morgan Stanley 41%
    $2.7B
  13. 3022
    Hook Mill Capital Partners, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  14. 3023
    3i CorporationNew York, NY · 9 clientsAsset manager
    No custodian reported
    $2.7B
  15. 3024
    Advanced Portfolio Management, LLCNew York, NY · 8 clientsAsset manager
    Interactive Brokers 100%
    $2.7B
  16. 3030
    RXR Asset Management LLCUniondale, NY · 78 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  17. 3032
    Gennx360 Management Company, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  18. 3036
    Capital Dynamics, Inc.New York, NY · 27 clientsPrivate fund adviserHybridCapital Dynamics Broker Dealer LLC, Capital Dynamics Gmbh
    No custodian reported
    $2.7B
  19. 3039
    W Capital PartnersNew York, NY · 15 clientsPrivate fund adviserAffiliated broker-dealerBNP Paribas Securities Corp.
    No custodian reported
    $2.7B
  20. 3042
    Cadian Capital Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  21. 3045
    Intandem Capital Partners, LPNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  22. 3046
    Heron View Partners LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  23. 3052
    Rock Harbor Partners LLCLarchmont, NY · 63 clientsWealth manager
    Schwab 100%
    $2.7B
  24. 3056
    Lexington Advisors LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  25. 3063
    Eversept Partners, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.7B
  26. 3064
    26north Direct LendingNew York, NY · 1 clientsAsset manager
    No custodian reported
    $2.6B
  27. 3074
    Capital Four US Inc.New York, NY · 9 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $2.6B
  28. 3085
    The Portfolio Strategy Group, LLCWhite Plains, NY · 480 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $2.6B
  29. 3087
    Avance Investment Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  30. 3112
    ZMC Advisors, L.P.New York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  31. 3117
    Bridgewater Advisors Inc.New York, NY · 606 clientsWealth manager
    Schwab 88%
    $2.6B
  32. 3118
    Vestar Capital Partners, LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  33. 3119
    Brevet Capital Management, LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  34. 3122
    Dunes Point Capital, L.P.Rye, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  35. 3134
    Aventail Capital Group, LPNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  36. 3138
    Unifi Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.5B
  37. 3153
    Icon Infrastructure North America Inc.New York, NYAsset manager
    No custodian reported
    $2.5B
  38. 3158
    Twinbeech Capital LPPurchase, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  39. 3161
    Athyrium Capital Management LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  40. 3164
    New AGE AlphaRye, NY · 23 clientsAsset managerHybrid
    Schwab 100%
    $2.5B

RIAs by state