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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. 3892
    Aligned Climate Capital LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  2. 3896
    Styrax Capital LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  3. 3903
    Opti Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    J.P. Morgan 88%
    $1.8B
  4. 3905
    Alternative Investment Management, LLCNew York, NY · 24 clientsPrivate fund adviser
    Morgan Stanley 65%UBS 35%
    $1.8B
  5. 3908
    Talos Eurisko Asset Management LPNew York, NY · 4 clientsPrivate fund adviser
    Morgan Stanley 76%J.P. Morgan 24%
    $1.8B
  6. 3917
    Caius Capital US LPNew York, NY · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $1.7B
  7. 3928
    Accumulus Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    Privatbank Ihag Zurich AG 100%
    $1.7B
  8. 3936
    Assured Healthcare Partners LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  9. 3942
    WNY Asset Management, LLCWilliamsville, NY · 3,260 clientsWealth managerHybrid
    Schwab 100%
    $1.7B
  10. 3945
    Engine Capital Management, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  11. 3947
    Perry Creek Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  12. 3948
    Galaxy Digital Capital Management LPNew York, NY · 26 clientsPrivate fund adviserHybridFin2, LLC, Galaxy Digital Partners LLC
    No custodian reported
    $1.7B
  13. 3954
    Novem GroupRochester, NY · 3,653 clientsWealth managerHybrid
    No custodian reported
    $1.7B
  14. 3962
    Colbeck Capital Management, LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  15. 3963
    Broadwood Capital, IncNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  16. 3976
    North Peak Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
    Morgan Stanley 100%
    $1.7B
  17. 3979
    Liontree Investment Management, LLCNew York, NY · 4 clientsPrivate fund adviserHybridLiontree Advisors LLC, Liontree Advisors UK LLP
    No custodian reported
    $1.7B
  18. 3980
    Citrin Cooperman Wealth Management, LLCNew York, NY · 63 clientsWealth managerPublic-company owned
    Schwab 74%J.P. Morgan 26%
    $1.7B
  19. 3995
    Smith Affiliated Capital Corp.New York, NY · 195 clientsAsset manager
    Northern Trust 80%
    $1.7B
  20. 3998
    Ember InfrastructureNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  21. 4009
    Dominus Capital Management, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  22. 4020
    Orange Investment Advisors, Inc.Goshen, NY · 1,391 clientsWealth managerBank-affiliated
    Pershing 65%Northern Trust 35%
    $1.7B
  23. 4022
    Aterian Investment Management, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  24. 4024
    Island Investment Management LLCNew York, NY · 6 clientsPrivate fund adviserHybridAnubis Securities LLC
    No custodian reported
    $1.7B
  25. 4030
    50t FundsNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  26. 4032
    Levin Capital Strategies, L.P.New York, NY · 251 clientsWealth manager
    Fidelity 100%
    $1.7B
  27. 4036
    Hermes GPE (USA) IncNew York, NYAsset managerAffiliated broker-dealerFederated Securities Corp.
    No custodian reported
    $1.7B
  28. 4039
    Compass Group LLCNew York, NY · 7 clientsAsset managerHybridCG Compass (USA) LLC, clears through Pershing
    State Street 73%BNP Prime Services 27%
    $1.7B
  29. 4042
    Richbrook Advisors, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  30. 4051
    MWP Advisory, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  31. 4062
    Willow WealthNew York, NY · 411 clientsPrivate fund adviserHybridWillow Wealth Markets LLC
    No custodian reported
    $1.6B
  32. 4069
    Zweig-Dimenna Associates LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  33. 4078
    Third Avenue Management LLCNew York, NY · 17 clientsAsset managerHybrid
    Interactive Brokers 100%
    $1.6B
  34. 4089
    Eurazeo North America, Inc.New York, NY · 2 clientsAsset manager
    No custodian reported
    $1.6B
  35. 4093
    Hayfin Capital Management LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  36. 4096
    Sone Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  37. 4102
    NBT Capital Management, Inc.Norwich, NY · 786 clientsAsset managerHybrid
    Schwab 100%
    $1.6B
  38. 4107
    Bouchey Financial Group, LTD.Troy, NY · 1,225 clientsWealth manager
    Schwab 100%
    $1.6B
  39. 4112
    Linden Global Strategies LLCNew York, NY · 175 clientsWealth manager
    BNY 63%
    $1.6B
  40. 4120
    Blue Owl Alternative Credit Advisors II LLCNew York, NY · 1 clientsAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $1.6B

RIAs by state