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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. 3348
    Varadero Capital, L.P.New York, NY · 17 clientsPrivate fund adviser
    BNY 99%
    $2.3B
  2. 3353
    Jana Partners Management, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  3. 3358
    Lazard Asset Management Canada IncNew York, NY · 12 clientsAsset managerAffiliated broker-dealerLazard Asset Management (canada) Securities, ULC, Lazard Asset Management Securities LLC, clears through Pershing
    RBC 35%State Street 34%BNY 31%
    $2.3B
  4. 3361
    Vanbarton Group LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  5. 3373
    DW Partners, LPNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  6. 3377
    Focused Wealth Management, Inc.Newburgh, NY · 2,333 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $2.3B
  7. 3378
    Sandton Capital Partners, LPNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  8. 3394
    Teng YUE Partners, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  9. 3401
    Entropy Technologies, LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  10. 3403
    Mason Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  11. 3406
    Rethink Capital Partners, LLCWhite Plains, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  12. 3411
    Churchill Pcif Advisor LLCNew York, NY · 1 clientsAsset managerHybridNuveen Securities, LLC
    No custodian reported
    $2.2B
  13. 3412
    Ccmp CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  14. 3426
    United Asset Strategies Inc.Garden City, NY · 1,673 clientsWealth manager
    Schwab 100%
    $2.2B
  15. 3431
    Further Global Capital Management, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  16. 3432
    Grandfield & Dodd, LLCNew York, NY · 769 clientsWealth manager
    Schwab 100%
    $2.2B
  17. 3439
    Willow RUN AdvisorsNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  18. 3445
    Raga Partners LPNew York, NY · 1 clientsWealth manager
    Nydig Trust Company 100%
    $2.2B
  19. 3447
    Lupa RIA Investment Management LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  20. 3448
    Maxim Capital Group, LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  21. 3449
    Gtis PartnersNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  22. 3452
    DSC Meridian Capital LPNew York, NY · 12 clientsPrivate fund adviser
    BNY 58%State Street 42%
    $2.2B
  23. 3453
    Clear Haven Capital Management, LLCNew York, NY · 35 clientsAsset manager
    UMB Financial Services 100%
    $2.2B
  24. 3463
    Catalio Capital Management, LPNew York, NY · 33 clientsPrivate fund adviser
    Morgan Stanley 82%
    $2.2B
  25. 3464
    Ascend PartnersNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  26. 3466
    Mercer Investment Solutions LLCNew York, NY · 11 clientsAsset manager
    BNY 100%
    $2.2B
  27. 3480
    Greenland Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $2.2B
  28. 3492
    Nexphase Capital, LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  29. 3493
    RP Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  30. 3494
    Kintegral Advisory, LLCNew York, NY · 15 clientsPrivate fund adviser
    Citi 100%
    $2.1B
  31. 3498
    Next Capital Management LLCNew York, NY · 320 clientsWealth managerHybrid
    Schwab 100%
    $2.1B
  32. 3501
    Lawley Retirement AdvisorsBuffalo, NY · 161 clientsAsset managerHybrid
    Principal Financial Group 43%Fidelity 34%Empower 23%
    $2.1B
  33. 3504
    SIR Capital Management L.P.New York, NY · 10 clientsPrivate fund adviser
    Goldman Sachs 100%
    $2.1B
  34. 3511
    Velocity Capital Advisors LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  35. 3515
    Vanderbilt Advisory ServicesWoodbury, NY · 6,470 clientsWealth managerHybridArk Global, LLC, Impactu.investments, LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $2.1B
  36. 3517
    Greylion Partners LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  37. 3518
    American Capital Management IncNew York, NY · 333 clientsAsset managerHybrid
    Merrill / Bank of America 100%
    $2.1B
  38. 3523
    The Wealth Alliance, LLCMelville, NY · 1,232 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $2.1B
  39. 3526
    Ameraudi Asset Management, Inc.New York, NY · 968 clientsWealth managerBank-affiliatedHybridAmeraudi Investment Services LLC, clears through Pershing
    Pershing 65%Stonex Financial 26%
    $2.1B
  40. 3527
    Long Ridge Equity PartnersNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $2.1B

RIAs by state