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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. 5955
    Setpoint CapitalNew York, NY · 4 clientsPrivate fund adviser
    U.S. Bank 100%
    $835M
  2. 5958
    Strategic Wealth Management GroupNew York, NY · 351 clientsWealth managerHybridMAY Capital Group, L.L.C.
    Schwab 100%
    $833M
  3. 5961
    American Triple I, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $832M
  4. 5976
    First Citizens Institutional Asset Management, LLCNew York, NY · 2 clientsPrivate fund adviserHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    No custodian reported
    $829M
  5. 5983
    Edge Wealth Management, LLCNew York, NY · 252 clientsWealth manager
    Schwab 100%
    $827M
  6. 5984
    Argand Partners, LPNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $827M
  7. 5988
    Rithm Capital Advisors LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $826M
  8. 5990
    Kershner, Grosso & Co.Saratoga Spring, NY · 570 clientsWealth manager
    Schwab 100%
    $825M
  9. 5993
    P2 Capital Partners, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $824M
  10. 6005
    Myda Advisors LLCWoodmere, NY · 7 clientsPrivate fund adviser
    Goldman Sachs 100%
    $821M
  11. 6013
    Valicenti Advisory Services IncElmira, NY · 1,036 clientsWealth manager
    No custodian reported
    $820M
  12. 6018
    Ccmp Growth, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $819M
  13. 6026
    Shulman Demeo Asset Management, LLCLake Success, NY · 356 clientsWealth managerWrap sponsor
    Schwab 100%
    $815M
  14. 6049
    Jack Creek Partners LLCNew York, NY · 3 clientsWealth manager
    No custodian reported
    $809M
  15. 6054
    RmwcNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $807M
  16. 6066
    OHA Private Credit Advisors II, L.P.New York, NY · 3 clientsAsset managerHybridT. Rowe Price Investment Services, Inc.
    No custodian reported
    $805M
  17. 6074
    Curran Wealth ManagementAlbany, NY · 385 clientsWealth managerWrap sponsorHybridCimas LLC
    Fidelity 100%
    $804M
  18. 6079
    Net Return Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerMonness Crespi Hardt & Co., Inc.
    No custodian reported
    $803M
  19. 6080
    Francis FinancialNew York, NY · 256 clientsWealth manager
    Schwab 100%
    $803M
  20. 6086
    Hunters Moon Capital (US) LPNew York, NY · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $803M
  21. 6090
    Kain CapitalNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $802M
  22. 6093
    Fintech Collective Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $801M
  23. 6113
    337 Frontier Capital, LPNew York, NY · 6 clientsPrivate fund adviser
    BNY 53%State Street 47%
    $795M
  24. 6129
    KR Capital LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $792M
  25. 6131
    Definition CapitalNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $792M
  26. 6133
    Maverick Real Estate Partners LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $792M
  27. 6152
    Corner Capital Management, LLCNew York, NY · 32 clientsPrivate fund adviser
    No custodian reported
    $787M
  28. 6164
    ACP Venture Capital Management Fund LLCHauppauge, NY · 14 clientsPrivate fund adviserHybridAmerican Capital Partners, LLC
    No custodian reported
    $786M
  29. 6167
    Enhalus Capital, LPNew York, NY · 7 clientsPrivate fund adviser
    Morgan Stanley 87%
    $786M
  30. 6171
    Flagstar Securities, Inc.New York, NY · 1,123 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $784M
  31. 6177
    Deltec Asset Management LLCNew York, NY · 161 clientsWealth manager
    Pershing 100%
    $783M
  32. 6184
    Sierra Crest Investment Management LLCNew York, NY · 3 clientsAsset managerAffiliated broker-dealerBC Partners Securities LLC
    No custodian reported
    $781M
  33. 6187
    Water Asset Management, LLCNew York, NY · 405 clientsPrivate fund adviser
    No custodian reported
    $781M
  34. 6194
    Lipe & Dalton Investment CounselSyracuse, NY · 382 clientsWealth manager
    No custodian reported
    $780M
  35. 6195
    Safanad Inc.New York, NY · 30 clientsPrivate fund adviserHybrid
    No custodian reported
    $780M
  36. 6201
    Goalvest Advisory LLCNew York, NY · 487 clientsWealth managerHybrid
    Schwab 100%
    $778M
  37. 6203
    Snow Phipps Group, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $777M
  38. 6209
    Grafine Capital Holdings LLCNew York, NY · 4 clientsPrivate fund adviserHybridGrafine Capital Partners LLC
    No custodian reported
    $775M
  39. 6215
    Ampfield ManagementNew York, NY · 10 clientsPrivate fund adviser
    BNY 84%
    $774M
  40. 6219
    Flynn Zito Capital Management, LLCGarden City, NY · 1,073 clientsWealth managerHybrid
    LPL Financial 100%
    $774M

RIAs by state