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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. 5679
    First Eagle Separate Account Management, LLCNew York, NY · 1,821 clientsAsset managerHybridFEF Distributors, LLC
    UBS 100%
    $908M
  2. 5681
    DME Advisors, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $907M
  3. 5686
    South Street Advisors, LLCNew York, NY · 138 clientsWealth manager
    Deutsche Bank Trust Company Americas 35%Schwab 32%
    $906M
  4. 5690
    Shannon River Fund Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $905M
  5. 5698
    Navis Wealth Advisors LLCRye Brook, NY · 126 clientsWealth managerHybrid
    Schwab 100%
    $902M
  6. 5710
    Malabar Investments, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $900M
  7. 5722
    Maytech Global InvestmentsNew York, NY · 126 clientsWealth manager
    Interactive Brokers 68%Schwab 32%
    $895M
  8. 5733
    Moerus Capital Management LLCNew York, NY · 10 clientsAsset managerHybrid
    State Street 51%Northern Trust 49%
    $893M
  9. 5736
    AutopilotNew York, NY · 103,270 clientsWealth manager
    No custodian reported
    $892M
  10. 5742
    PactNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $892M
  11. 5743
    Optima Asset Management LPNew York, NY · 30 clientsPrivate fund adviserHybrid
    Goldman Sachs 100%
    $892M
  12. 5765
    Atika Capital Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $887M
  13. 5766
    Corinthia Global ManagementNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $887M
  14. 5775
    BOW Street LLCNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $885M
  15. 5778
    Lebenthal Diversified Asset Management Inc.Hauppauge, NYAsset managerHybridLebenthal Financial Services, Inc.
    Raymond James 53%Schwab 47%
    $884M
  16. 5785
    Roscommon Analytics LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $881M
  17. 5786
    Lyonross Capital Management, LLCWhite Plains, NYWealth manager
    Royal Bank of Canada 90%
    $881M
  18. 5789
    Transatlantique Private Wealth LLCNew York, NY · 411 clientsWealth managerBank-affiliatedAffiliated broker-dealerCIC Market Solutions, Inc.
    Interactive Brokers 41%Banque Transatlantique Paris 38%
    $879M
  19. 5793
    Seymour Asset Management LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $878M
  20. 5800
    Quint Capital ManagementNew York, NY · 80 clientsBroker-dealer firmHybrid
    No custodian reported
    $875M
  21. 5805
    Sandglass Capital Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $874M
  22. 5820
    Aspen Renewable Investments, L.L.C.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $868M
  23. 5821
    Circle Advisers IncNew York, NY · 348 clientsWealth manager
    Schwab 81%
    $868M
  24. 5827
    Long Arc Capital LPNew York, NY · 14 clientsPrivate fund adviserAffiliated broker-dealerRobertson Stephens Capital Markets, LLC
    No custodian reported
    $867M
  25. 5837
    Treo Asset Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $865M
  26. 5838
    Backcast Partners Management LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $864M
  27. 5840
    I80 Group LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $864M
  28. 5843
    Cartesian Capital GroupNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $863M
  29. 5852
    Halle Capital Management LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $862M
  30. 5855
    Eagle's View Capital Management LLCNew York, NY · 28 clientsPrivate fund adviserHybrid
    No custodian reported
    $860M
  31. 5856
    Invesco Private Capital, Inc.New York, NY · 8 clientsPrivate fund adviserHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $860M
  32. 5867
    Alliance Consumer Growth, LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $858M
  33. 5869
    Saddle Point Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $857M
  34. 5885
    Olympus Capital Holdings Asia LLCMount Kisco, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $852M
  35. 5906
    Seneca Financial Advisors LLCRochester, NY · 373 clientsWealth manager
    Schwab 88%
    $847M
  36. 5912
    Falconpoint Capital Partners LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $845M
  37. 5919
    CKC Capital LLCNew York, NY · 12 clientsPrivate fund adviser
    Goldman Sachs 100%
    $844M
  38. 5930
    Guggenheim Investment Advisors, LLCNew York, NY · 25 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    Bank J. Safra Sarasin (bahamas) LTD. 100%
    $841M
  39. 5939
    Ancient Management LP D/b/a AncientNew York, NY · 3 clientsPrivate fund adviser
    Citi 100%
    $839M
  40. 5952
    Riverpark Advisors, LLCNew York, NY · 7 clientsAsset managerHybrid
    No custodian reported
    $836M

RIAs by state