Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 5204
    Seer Capital Management LPNew York, NY · 64 clientsAsset manager
    No custodian reported
    $1.1B
  2. 5210
    Armbruster Capital Management, Inc.Pittsford, NY · 524 clientsWealth manager
    Schwab 100%
    $1.1B
  3. 5211
    Griffin Asset Management, LLCNew York, NY · 689 clientsWealth manager
    Fidelity 47%Pershing 30%UBS 24%
    $1.1B
  4. 5212
    Freedom 3 Capital LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  5. 5215
    Nordea Investment Management North America, Inc.New York, NY · 1 clientsAsset managerAffiliated broker-dealerNordea Investment Management AB, Nordea Securities LLC
    State Street 100%
    $1.1B
  6. 5228
    Whitefort Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  7. 5230
    Petiole USA LimitedNew York, NY · 1 clientsAsset manager
    No custodian reported
    $1.1B
  8. 5235
    Mack Real Estate Credit Strategies, L.P.New York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  9. 5239
    Matauro, LLCNew York, NY · 876 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  10. 5247
    High Probability Advisors, LLCPittsford, NY · 398 clientsWealth manager
    Schwab 76%
    $1.0B
  11. 5257
    Stelac Capital Partners LLCNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  12. 5283
    Sterling Investment Counsel, LLCBuffalo, NY · 888 clientsWealth managerHybrid
    Fidelity 100%
    $1.0B
  13. 5289
    TheoremNew York, NY · 3 clientsPrivate fund adviser
    Inspira Financial Trust 87%
    $1.0B
  14. 5300
    J.w.burns & Company, Inc.Dewitt, NY · 631 clientsWealth manager
    Schwab 100%
    $1.0B
  15. 5302
    Vestwell Advisors LLCNew York, NY · 83,310 clientsAsset managerHybrid
    Broadridge Business Process Outsourcing 100%
    $1.0B
  16. 5306
    Thayer Street Partners Management, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  17. 5311
    SAW Mill Capital L.L.C.Briarcliff Manor, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  18. 5314
    Radianx Capital, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  19. 5320
    Alpine Grove Partners LLPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  20. 5322
    Newbrook Capital Advisors LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  21. 5340
    Isometry Capital, LLCNew York, NY · 12 clientsPrivate fund adviser
    Riyad Capital 79%
    $1.0B
  22. 5345
    10x Capital PartnersNew York, NY · 2 clientsPrivate fund adviserHybridAnthem Securities, LLC
    Ceffu 100%
    $1.0B
  23. 5354
    Vectors Asset ManagementNew York, NY · 859 clientsAsset manager
    Schwab 60%U.S. Bank 40%
    $1.0B
  24. 5355
    Nomura Asset Management U.S.A. Inc.New York, NY · 4 clientsAsset managerAffiliated broker-dealerDelaware Distributors, L.P., Instinet, LLC
    CIBC Mellon Trust 100%
    $1.0B
  25. 5356
    The Northstar Group, Inc.New York, NY · 258 clientsWealth managerHybrid
    Pershing 86%
    $1.0B
  26. 5372
    The Quarry LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  27. 5378
    Fincadia Advisors LLCMelville, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.0B
  28. 5386
    SeedsNew York, NY · 950 clientsWealth manager
    Fidelity 58%Schwab 42%
    $1.0B
  29. 5391
    Dawson PartnersNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $999M
  30. 5394
    Tishman Capital PartnersNew York, NY · 23 clientsPrivate fund adviser
    Fidelity 100%
    $998M
  31. 5396
    Passive Capital Management, LLCSyracuse, NY · 424 clientsWealth manager
    Schwab 100%
    $997M
  32. 5402
    Five Arrows Managers (USA) LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerRothschild & Co US Inc.
    No custodian reported
    $994M
  33. 5411
    Cander Asset ManagementNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $989M
  34. 5412
    Sculptor Advisors LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $989M
  35. 5413
    MAN Global Private Markets (USA) Inc.New York, NY · 7 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $988M
  36. 5426
    Fine Capital Partners, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $986M
  37. 5430
    Pagaya Investments US LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $985M
  38. 5447
    Epoch Capital, USNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $979M
  39. 5449
    Astoria Portfolio Advisors LLCNew York, NY · 123 clientsAsset manager
    Schwab 80%
    $978M
  40. 5450
    Keyframe Capital Partners, L.P.New York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $977M

RIAs by state