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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. 6899
    Simcoe Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $634M
  2. 6903
    Kickstand Wealth AdvisorsPittsford, NY · 376 clientsWealth manager
    Schwab 100%
    $633M
  3. 6922
    G2 Investment Partners Management LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $630M
  4. 6930
    Argentem Creek PartnersNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $628M
  5. 6946
    Rialto Wealth ManagementSyracuse, NY · 344 clientsWealth manager
    Schwab 100%
    $626M
  6. 6959
    Machine Investment Group, LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $624M
  7. 6969
    Staple Street CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $622M
  8. 6971
    Gatewood Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $622M
  9. 6995
    Rivermont Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $618M
  10. 7005
    Greenbush Financial Group, LLCAlbany, NY · 800 clientsWealth manager
    Fidelity 65%
    $617M
  11. 7010
    Kettle Hill Capital Management, LLCNew York, NY · 7 clientsAsset manager
    State Street 100%
    $616M
  12. 7012
    Nine Thirty Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $615M
  13. 7019
    Lisc Fund Management, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $615M
  14. 7022
    Blue Owl Strategic Equity Advisors LLCNew York, NY · 1 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    No custodian reported
    $614M
  15. 7031
    Atlantic Creek Investment Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $612M
  16. 7034
    Quartz Partners Investment ManagementSaratoga Springs, NY · 772 clientsWealth managerWrap sponsorHybridEtico Partners, LLC, clears through RBC Capital Markets
    RBC 90%
    $612M
  17. 7035
    Catalur Capital Management, LPNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $612M
  18. 7054
    J. Stern & Co., LLCNew York City, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $609M
  19. 7058
    Merchants Investment Partners, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $608M
  20. 7091
    Hurricane Capital Advisors LLCNew York, NY · 29 clientsPrivate fund adviser
    No custodian reported
    $603M
  21. 7092
    10 East Partners LLCNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $603M
  22. 7096
    Bpgc Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $602M
  23. 7097
    5clp AdvisorNew York, NY · 1 clientsAsset manager
    No custodian reported
    $602M
  24. 7100
    Axial Reade Capital, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $601M
  25. 7108
    Giverny Capital Asset ManagementNew York, NY · 346 clientsWealth manager
    Schwab 86%
    $599M
  26. 7118
    Velocity Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $598M
  27. 7121
    Maytus Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $598M
  28. 7136
    Alignment GrowthNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $593M
  29. 7138
    Atlas Merchant Capital LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $593M
  30. 7154
    Levco Capital LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $591M
  31. 7170
    Stone-Goff PartnersNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $589M
  32. 7172
    Jade Mountain Partners, LLCWhite Plains, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $588M
  33. 7175
    Brock Fiduciary Services LLCNew York, NYAsset managerHybridBrock Securities LLC
    No custodian reported
    $588M
  34. 7181
    Scopia Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $587M
  35. 7198
    Meraki Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $585M
  36. 7208
    Praesidium Investment ManagementNew York, NY · 8 clientsAsset manager
    BNY 88%
    $583M
  37. 7217
    Freshford Capital Management, LLCHarrison, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $582M
  38. 7218
    Two Sigma Real Estate, LPNew York, NY · 8 clientsPrivate fund adviserAffiliated broker-dealerTwo Sigma Execution Services, LLC, Two Sigma Securities UK Limited
    No custodian reported
    $582M
  39. 7222
    Hyperion Capital Advisors LPNew York, NY · 36 clientsPrivate fund adviser
    Pershing 83%
    $581M
  40. 7229
    Savanna Investment Management LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $580M

RIAs by state