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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. 6239
    Lodge Hill Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $768M
  2. 6240
    Apax Partners US, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $768M
  3. 6245
    Compass AdvisorsMelville, NY · 528 clientsWealth managerHybridCapfinancial Securities, LLC.
    Schwab 100%
    $767M
  4. 6251
    Wisdomtree Digital Management, Inc.New York, NY · 1 clientsAsset managerHybridWisdomtree Securities, Inc.
    No custodian reported
    $766M
  5. 6252
    Coinfund Management LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $766M
  6. 6257
    Moldenhauer & AssociatesOrchard Park, NY · 1,152 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $765M
  7. 6259
    Lepercq De Neuflize Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserHybridAccess Securities, LLC
    Schwab 100%
    $764M
  8. 6260
    Stonecastle Advisors, LLCNew York, NY · 5 clientsPrivate fund adviserHybridStonecastle Securities, LLC
    No custodian reported
    $763M
  9. 6263
    PerennialNew York, NY · 123 clientsWealth manager
    Schwab 100%
    $762M
  10. 6267
    Stempoint Capital LPNew York, NY · 7 clientsPrivate fund adviser
    J.P. Morgan 100%
    $761M
  11. 6272
    Independent Family Office, LLCAlbany, NY · 43 clientsWealth manager
    Fidelity 100%
    $760M
  12. 6285
    Riva Ridge Capital Management LPNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $758M
  13. 6286
    Summit Street Capital Management, LLCNew York, NY · 3 clientsAsset manager
    Jefferies 100%
    $757M
  14. 6289
    Mill Hill Capital LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $757M
  15. 6298
    Alight Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    Goldman Sachs 100%
    $754M
  16. 6315
    Rockline Wealth Management LLCIslip Terrace, NY · 918 clientsWealth manager
    LPL Financial 100%
    $750M
  17. 6321
    Cytium Investment Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $749M
  18. 6323
    LNK Partners, LLCWhite Plains, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $749M
  19. 6339
    Derby LaneNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $746M
  20. 6340
    Blue Horizon Equity, Inc.Pittsford, NY · 1,491 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $746M
  21. 6345
    Firebird ManagementNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $745M
  22. 6349
    Old Farm Partners LPNew York, NY · 4 clientsPrivate fund adviser
    Mufg Alternative Fund Services (cayman) Limited 100%
    $744M
  23. 6356
    Sciens WaterNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $743M
  24. 6357
    Quad Partners LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $743M
  25. 6386
    Coefficient CapitalNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $735M
  26. 6393
    SC Management LLCNew York, NY · 25 clientsPrivate fund adviser
    No custodian reported
    $733M
  27. 6394
    Compound Advisors, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $732M
  28. 6399
    Astara Capital Partners, L.P.New York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $732M
  29. 6411
    Carbon Direct Capital Management LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $730M
  30. 6413
    VariantNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $729M
  31. 6415
    Lesko Securities, Inc.Vestal, NY · 1,171 clientsBroker-dealer firmHybrid
    Schwab 100%
    $729M
  32. 6446
    Minichmacgregor Wealth Management, LLCSaratoga Springs, NY · 928 clientsWealth manager
    Schwab 100%
    $723M
  33. 6454
    Decagon Asset Management (US) LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 48%UBS 37%
    $721M
  34. 6459
    Versor Investments LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $718M
  35. 6465
    Dopkins Wealth Management, LLCWilliamsville, NY · 312 clientsWealth manager
    Schwab 100%
    $717M
  36. 6471
    Aisling Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $716M
  37. 6476
    Grant Avenue Capital LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $716M
  38. 6478
    Davern Capital Partners, LPNew York, NY · 3 clientsAsset manager
    Morgan Stanley 100%
    $715M
  39. 6503
    Covision Advisors LLCNew York, NY · 10 clientsPrivate fund adviser
    Pershing 100%
    $708M
  40. 6514
    Northcape Wealth ManagementWilliamsville, NY · 594 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $706M

RIAs by state