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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. 6544
    Entrypoint Capital, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $700M
  2. 6567
    Maltese Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    Morgan Stanley 100%
    $696M
  3. 6570
    Wembley Strategic Advisory LLCNew York, NY · 11 clientsWealth manager
    J.P. Morgan 83%
    $695M
  4. 6579
    Moneda USA, Inc.New York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $694M
  5. 6591
    Park Road Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $691M
  6. 6599
    Newpoint Real Estate Investment Management LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $690M
  7. 6602
    Intervest Capital Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $689M
  8. 6603
    East End Financial Group, Inc.Riverhead, NY · 360 clientsWealth managerHybrid
    Pershing 100%
    $689M
  9. 6607
    9yards Capital Management LPNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $688M
  10. 6618
    Topspin Management Company LBO LLCMamaroneck, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $686M
  11. 6638
    Belltower PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $681M
  12. 6641
    Eagle Bay Family OfficeNew York, NY · 50 clientsWealth manager
    Fidelity 100%
    $681M
  13. 6647
    Landmark Wealth ManagementGetzville, NY · 294 clientsWealth manager
    Fidelity 100%
    $680M
  14. 6660
    Castle Harlan, Inc.New York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $678M
  15. 6661
    Good Springs CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $678M
  16. 6687
    DLJ Real Estate Capital Partners, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $673M
  17. 6688
    Warana Capital, LLCNew York, NY · 26 clientsPrivate fund adviser
    No custodian reported
    $673M
  18. 6691
    Achieve Partners Management, LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $672M
  19. 6696
    Spire Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $671M
  20. 6701
    Montrose Advisors IncNew York, NY · 26 clientsAsset manager
    Schwab 100%
    $671M
  21. 6708
    Dynasty Equity Partners Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $670M
  22. 6709
    Alpine Saxon WoodsPurchase, NY · 158 clientsAsset manager
    RBC 82%
    $670M
  23. 6710
    Pave Investment Advisors, LLC.New York, NY · 93 clientsAsset managerAffiliated broker-dealerPave Securities, LLC, clears through Interactive Brokers
    No custodian reported
    $670M
  24. 6711
    Stone Temple Partners LLCNew York, NY · 12 clientsWealth manager
    Goldman Sachs 100%
    $669M
  25. 6714
    Radial Equity Partners LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $669M
  26. 6719
    A.W. JonesNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $667M
  27. 6721
    Opengate Capital Management, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $667M
  28. 6727
    Hiddenite Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $666M
  29. 6784
    Cornell Pochily Investment Advisors, Inc.Ithaca, NY · 555 clientsWealth manager
    Fidelity 100%
    $654M
  30. 6795
    Australis Partners (advisers) LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $652M
  31. 6797
    OCO Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $652M
  32. 6798
    Weber Asset Management, Inc.Lake Success, NY · 405 clientsWealth manager
    Fidelity 100%
    $652M
  33. 6799
    Nomura Capital Management LLCNew York, NY · 2 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    No custodian reported
    $651M
  34. 6806
    Rosecliff Venture Management, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $650M
  35. 6818
    Altum Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $648M
  36. 6821
    Standard General L.P.New York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $647M
  37. 6825
    SSW PartnersNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $646M
  38. 6841
    Cadent Energy PartnersRye Brook, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $644M
  39. 6842
    Karya Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $643M
  40. 6853
    Jones Hill Capital LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $642M

RIAs by state