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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. 7535
    Troob Capital Management LLCRye Brook, NY · 6 clientsPrivate fund adviser
    J.P. Morgan 100%
    $538M
  2. 7537
    Alpha Partners Management, LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $538M
  3. 7539
    Antara Capital LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $537M
  4. 7568
    Bayberry Capital Partners LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $533M
  5. 7581
    P. Schoenfeld Asset Management LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $532M
  6. 7587
    New Silk RouteNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $532M
  7. 7601
    Gagnon Securities, LLCNew York, NY · 1,202 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $530M
  8. 7610
    CH Global Capital Management, LLCNew York, NY · 23 clientsAsset manager
    Goldman Sachs 100%
    $529M
  9. 7622
    Axon Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $527M
  10. 7624
    Hvpf Manager II, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $527M
  11. 7634
    Macquarie Asset Management Credit Advisers US, LLCNew York, NY · 8 clientsPrivate fund adviserHybridMacquarie Capital (USA) Inc., Macquarie Infrastructure and Real Assets (sales) Canada LTD
    J.P. Morgan 100%
    $526M
  12. 7653
    Sherborne Investors Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $522M
  13. 7656
    DG Capital Management, LLCNew York, NY · 12 clientsPrivate fund adviser
    Jefferies 100%
    $522M
  14. 7660
    Andrew Garrett, Inc.New York, NY · 1,122 clientsBroker-dealer firmHybridAndrew Garrett, Inc.
    No custodian reported
    $521M
  15. 7677
    Boardman Bay Capital Management LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $518M
  16. 7679
    Hudson Hill Capital Management, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $518M
  17. 7680
    Quantech Solution Partners North America Inc.Ny, NY · 3 clientsAsset manager
    Barclays Bank PLC 51%Goldman Sachs 36%
    $518M
  18. 7685
    JZ PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $517M
  19. 7694
    Millennia Global Investors, LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $516M
  20. 7704
    Wealthspring Capital LLCWest Harrison, NY · 125 clientsAsset manager
    Pershing 66%Schwab 34%
    $515M
  21. 7717
    Elevatus Wealth Management, LLCVictor, NY · 331 clientsWealth manager
    Schwab 94%
    $513M
  22. 7718
    CacmNew York, NY · 13 clientsPrivate fund adviserHybridCanam Investor Services, LLC
    No custodian reported
    $513M
  23. 7732
    St. James Investment Advisors, LLCPort Jefferson, NY · 138 clientsAsset manager
    Schwab 100%
    $512M
  24. 7739
    Horizon FinancialWest Henrietta, NY · 734 clientsWealth managerHybrid
    Schwab 100%
    $510M
  25. 7740
    Eldridge Gp1 AdvisersNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerJohnstone Brokerage Services, LLC, Security Distributors, LLC
    No custodian reported
    $510M
  26. 7743
    Madison Advisory Services, Inc.White Plains, NY · 1,102 clientsWealth managerHybrid
    SEI 100%
    $510M
  27. 7744
    Nebari Partners, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $510M
  28. 7748
    Mana Advisors LLCNew York, NY · 4 clientsAsset manager
    Morgan Stanley 94%
    $509M
  29. 7749
    Turnspire Capital Partners LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $509M
  30. 7751
    Lionheart Strategic Management, LLCNew York, NY · 9 clientsAsset manager
    No custodian reported
    $509M
  31. 7764
    Crossbeam Venture PartnersNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $508M
  32. 7770
    MEP Capital Management, LLCNew York, NY · 21 clientsPrivate fund adviser
    No custodian reported
    $507M
  33. 7783
    Welch Capital Partners LLCHarrison, NY · 42 clientsAsset manager
    BNY 100%
    $506M
  34. 7789
    Global Credit Advisers, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $506M
  35. 7813
    Saybrook Capital CorpSag Harbor, NY · 155 clientsWealth manager
    No custodian reported
    $503M
  36. 7820
    Humble GrowthNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $502M
  37. 7839
    Kahn Brothers Advisors LLCNew York, NY · 347 clientsWealth managerHybridKahn Brothers LLC, clears through Pershing
    Pershing 61%Schwab 39%
    $499M
  38. 7840
    Blue Opal Capital, LLCNew York, NY · 39 clientsPrivate fund adviser
    No custodian reported
    $499M
  39. 7850
    Legeis Capital Advisors, LLCGreat Neck, NY · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $497M
  40. 7854
    Riposte Capital LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $497M

RIAs by state