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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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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. 3167
    Willowridge Partners, Inc.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  2. 3171
    The Electrum Group LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  3. 3178
    Metalmark Management II LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  4. 3181
    Crayhill Capital Management LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  5. 3190
    TZP Management Associates, LLCNew York, NY · 46 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  6. 3195
    LVW Advisors, LLCPittsford, NY · 519 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $2.5B
  7. 3197
    Owl Creek Asset Management, L.P.New York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  8. 3198
    Kepos Capital LPNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  9. 3199
    C-Iii Investment Management LLCNew York, NY · 9 clientsPrivate fund adviserHybridAnubis Securities LLC
    Citi 100%
    $2.5B
  10. 3200
    Omni Bridgeway Management (USA) LLCNew York, NY · 34 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  11. 3206
    Shufro, Rose & Co., LLCNew York, NY · 1,331 clientsWealth manager
    Fidelity 100%
    $2.5B
  12. 3212
    Unigestion (US) LTDNew York, NY · 27 clientsPrivate fund adviserHybrid
    No custodian reported
    $2.5B
  13. 3214
    Affinity Asset Advisors, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  14. 3215
    Analog Century Management LPNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  15. 3223
    Medalist Partners LPNew York, NY · 29 clientsPrivate fund adviser
    Northern Trust 37%State Street 36%BNY 27%
    $2.4B
  16. 3224
    Domini Impact Investments LLCNew York, NY · 4 clientsAsset managerHybridDsil Investment Services LLC
    No custodian reported
    $2.4B
  17. 3226
    Infrared Capital Partners (US) LLCNew York, NY · 1 clientsAsset managerHybridAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $2.4B
  18. 3230
    683 Capital Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  19. 3234
    Howe and Rusling, Inc.Rochester, NY · 1,397 clientsWealth manager
    Schwab 56%Fidelity 44%
    $2.4B
  20. 3238
    Bleichroeder LPNew York, NY · 57 clientsAsset manager
    Merrill / Bank of America 100%
    $2.4B
  21. 3249
    Dark Forest Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  22. 3260
    Sandhill Investment ManagementBuffalo, NY · 2,110 clientsWealth manager
    Schwab 97%
    $2.4B
  23. 3263
    Irenic Capital Management LPNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  24. 3276
    Prelude Capital Management, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  25. 3277
    Ratson Advisory LLCNew York, NY · 1 clientsAsset manager
    BNY 53%Citi 47%
    $2.4B
  26. 3284
    Paradigm Capital Management, Inc.Albany, NY · 66 clientsAsset managerHybridC. L. King & Associates, Inc., clears through RBC Capital Markets
    J.P. Morgan 100%
    $2.4B
  27. 3285
    New 2nd CapitalNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  28. 3292
    Commodore CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  29. 3303
    Apollo Capital Credit Adviser, LLCNew York, NY · 1 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $2.4B
  30. 3308
    Afbi LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  31. 3309
    Broadriver Asset Management, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  32. 3316
    Everside Capital PartnersNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  33. 3319
    CVC Credit Partners U.S. CLO Management LLCNew York, NY · 8 clientsPrivate fund adviserHybridCVC Capital Markets S.a R.L., CVC Funding, LLC
    No custodian reported
    $2.3B
  34. 3322
    AIP Management USNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  35. 3323
    Belzberg & Co.New York, NY · 117 clientsPrivate fund adviserHybridBelzberg Capital LLC
    J.P. Morgan 62%Goldman Sachs 38%
    $2.3B
  36. 3324
    Magnus Financial Group LLCNew York, NY · 1,158 clientsWealth manager
    Schwab 67%Fidelity 33%
    $2.3B
  37. 3327
    PPC Enterprises LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  38. 3332
    Greensledge Advisors LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerGreensledge Asia Limited, Greensledge Capital Markets Europe LLP
    No custodian reported
    $2.3B
  39. 3335
    Tiptree Advisors, LLCNew York, NY · 19 clientsAsset manager
    5001 Kingsley Dr. MD 1mob2j 85%
    $2.3B
  40. 3343
    Garnet Credit Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.3B

RIAs by state