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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. 5453
    Night Squared LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $976M
  2. 5454
    Level Financial Advisors, Inc.East Amherst, NY · 728 clientsWealth manager
    Schwab 100%
    $975M
  3. 5455
    Satovsky Asset Management LLCNew York, NY · 216 clientsWealth managerHybrid
    Fidelity Distributors Company 100%
    $975M
  4. 5458
    Lebenthal Global Advisors, LLCHauppauge, NY · 2,465 clientsWealth managerWrap sponsorHybridLebenthal Financial Services, Inc.
    Raymond James 56%Schwab 44%
    $972M
  5. 5459
    Crewcial Partners LLCNew York, NY · 9 clientsAsset manager
    Fifth Third Bank 52%Comerica Bank 48%
    $972M
  6. 5468
    Cirrus Real Estate PartnersNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $970M
  7. 5472
    First Sentier Investors (US) LLCNew York, NY · 11 clientsPrivate fund adviserHybrid
    No custodian reported
    $969M
  8. 5474
    Odeon Capital Advisors LLCNew York, NY · 34 clientsAsset managerHybridOdeon Capital Group LLC, clears through RBC Capital Markets
    Interactive Brokers 99%
    $967M
  9. 5477
    Petrichor Healthcare Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $966M
  10. 5482
    Curiam Capital LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $965M
  11. 5485
    Grace & White, IncNew York, NY · 187 clientsWealth manager
    Tocqueville Securities L.P. 63%Butterfield Trust (bermuda) Limited 23%
    $964M
  12. 5496
    Clearlist Capital LLCNew York, NY · 4 clientsPrivate fund adviserHybridClearlist LLC, Clearlist Securities LLC
    No custodian reported
    $960M
  13. 5497
    Kingdon Capital Management, L.L.C.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $960M
  14. 5503
    EOS Management, L.P.New York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $957M
  15. 5504
    Corsair Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $957M
  16. 5506
    VCC Advisors, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $957M
  17. 5510
    Rudius Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $956M
  18. 5512
    Foresight Global Investors, Inc.Purchase, NY · 17 clientsAsset manager
    State Street 52%J.P. Morgan 27%
    $955M
  19. 5527
    Everview Partners, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $950M
  20. 5528
    Robotti & Company Advisors, LLCNew York, NY · 252 clientsPrivate fund adviserHybridRobotti Securities, LLC
    Schwab 80%
    $950M
  21. 5529
    Headlands CapitalNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $949M
  22. 5543
    Ashford Advisors, LLCPittsford, NY · 79 clientsWealth manager
    Schwab 76%Northern Trust 24%
    $943M
  23. 5544
    Vesey Street Capital PartnersNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $942M
  24. 5550
    Fagan Associates IncTroy, NY · 1,800 clientsWealth manager
    Schwab 100%
    $941M
  25. 5552
    Develop Capital Partners, LP.Pittsford, NY · 1 clientsAsset manager
    Northern Trust 100%
    $940M
  26. 5560
    CC Capital Insurance Advisors LLCNew York, NY · 2 clientsPrivate fund adviserAffiliated broker-dealerArena Financial Services, LLC
    J.P. Morgan 100%
    $937M
  27. 5575
    Estabrook Capital Management LLCNew York, NY · 767 clientsWealth manager
    Schwab 81%
    $933M
  28. 5582
    Frisch Financial Group, Inc.Melville, NY · 601 clientsWealth manager
    Schwab 100%
    $932M
  29. 5586
    Brighton Securities Corp.Rochester, NY · 1,795 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $931M
  30. 5597
    Oppenheimer Investment Management LLCNew York, NY · 61 clientsAsset managerHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD.
    U.S. Bank 100%
    $929M
  31. 5602
    Opto Investment Management, LLCNew York, NY · 34 clientsPrivate fund adviserHybrid
    No custodian reported
    $929M
  32. 5606
    Piton Investment Management, LPGarden City, NY · 22 clientsAsset managerHybrid
    Schwab 100%
    $928M
  33. 5618
    Monticelloam, LLCNew York, NY · 42 clientsPrivate fund adviser
    No custodian reported
    $923M
  34. 5627
    Bridger Investment Partners LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $920M
  35. 5638
    Charles Pratt & Company, L.L.C.New York, NY · 315 clientsWealth manager
    FNZ Trust 97%
    $916M
  36. 5642
    Dome Equities, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $915M
  37. 5643
    Madryn Asset Management, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $915M
  38. 5658
    Brookfield Asset Management PIC BMG, LLCNew York, NY · 5 clientsPrivate fund adviserHybridBrookfield Advisors (hong Kong) Limited, Brookfield Australia Funds Management Limited
    No custodian reported
    $912M
  39. 5660
    Trubee Wealth Advisors, Inc.Buffalo, NY · 734 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $911M
  40. 5662
    Moon Capital Management LPNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $911M

RIAs by state