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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. 3757
    Avenue Asia Capital Management, L.P.New York City, NY · 13 clientsPrivate fund adviserAffiliated broker-dealerAmroc Investments, LLC
    No custodian reported
    $1.9B
  2. 3759
    RHO TreasuryNew York, NY · 1,078 clientsAsset managerHybrid
    Apex Fintech 82%
    $1.9B
  3. 3760
    BOW Wave Capital Management, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  4. 3761
    Clarion Capital Partners, LLCNew York, NY · 24 clientsPrivate fund adviser
    Wells Fargo 100%
    $1.9B
  5. 3762
    Treville Capital Management LLCNew York, NY · 14 clientsPrivate fund adviser
    U.S. Bank 59%Stifel Bank 41%
    $1.9B
  6. 3765
    Broad Bay Capital Management LPNew York, NY · 4 clientsAsset manager
    Morgan Stanley 38%Merrill / Bank of America 34%Goldman Sachs 28%
    $1.9B
  7. 3770
    Liberty Street Advisors, Inc.New York, NY · 6 clientsAsset managerHybridHRC Fund Associates, LLC
    No custodian reported
    $1.9B
  8. 3776
    Access VenturesNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  9. 3780
    Wilkinson Global Asset Management LLCNew York, NY · 575 clientsWealth manager
    BNY 54%Schwab 46%
    $1.9B
  10. 3782
    Integral Health Asset Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  11. 3791
    NMS Capital Services, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  12. 3792
    Morgan Stanley Private Equity Asia, Inc.New York, NY · 10 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $1.9B
  13. 3795
    First Long Island Investors, LLCJericho, NY · 546 clientsWealth managerPublic-company ownedHybridFLI Investors, LLC
    UBS 100%
    $1.9B
  14. 3799
    Ashton Thomas Securities, LLCRochester, NY · 2,282 clientsBroker-dealer firmHybrid
    Pershing 100%
    $1.9B
  15. 3804
    Tiger Pacific Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  16. 3810
    Coller EQTNew York, NY · 2 clientsAsset managerHybridEQT Partners BD, LLC
    No custodian reported
    $1.8B
  17. 3811
    CSM Capital CorporationNew York, NY · 55 clientsAsset manager
    Pershing 100%
    $1.8B
  18. 3814
    Collaborative Fund Management LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  19. 3817
    Snowhawk LPNew York, NY · 11 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $1.8B
  20. 3821
    Rockbridge Investment Management, LLCSyracuse, NY · 1,587 clientsWealth manager
    Schwab 100%
    $1.8B
  21. 3824
    Impactive Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  22. 3825
    Coalesce Capital Management LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  23. 3826
    Old Orchard Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    BNY 68%U.S. Bank 32%
    $1.8B
  24. 3834
    Helix Partners Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  25. 3839
    Ridgewood InfrastructureNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  26. 3840
    Parafi Capital LPNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  27. 3843
    Cion Investment Management, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerCion Securities, LLC
    No custodian reported
    $1.8B
  28. 3845
    Nova Infrastructure Management, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  29. 3847
    ArgenticNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  30. 3848
    Baillie Gifford International LLCNew York, NY · 7 clientsPrivate fund adviserHybridBaillie Gifford Asia (hong Kong) Limited, Baillie Gifford Funds Services LLC
    No custodian reported
    $1.8B
  31. 3857
    Needham Investment Management, LLCNew York, NY · 5 clientsAsset managerHybridNeedham & Company, LLC
    No custodian reported
    $1.8B
  32. 3860
    Altfest Personal Wealth ManagementNew York, NY · 695 clientsWealth manager
    Schwab 85%
    $1.8B
  33. 3865
    EOS Real Estate Investors LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  34. 3869
    Metropolitan Partners Group Management, LLCNew York, NY · 23 clientsPrivate fund adviser
    Northern Trust 100%
    $1.8B
  35. 3871
    QVT Financial LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  36. 3872
    Governors Lane LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  37. 3876
    Aquarian Holdings Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  38. 3883
    Aegis Capital Corp.New York, NY · 3,083 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.8B
  39. 3887
    Andalusian Private Capital, LPNew York, NY · 40 clientsAsset manager
    No custodian reported
    $1.8B
  40. 3888
    Vista Credit BDC Management, L.P.New York, NY · 1 clientsAsset managerAffiliated broker-dealerVista Equity Partners Capital Markets, LLC
    No custodian reported
    $1.8B

RIAs by state