Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 7874
    Lincolnshire Management, Inc.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $494M
  2. 7881
    Sellaronda Global Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $493M
  3. 7883
    UAS Asset ManagementNew York, NY · 361 clientsWealth manager
    Pershing 100%
    $493M
  4. 7902
    Victor Capital PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $491M
  5. 7908
    Samalin WealthChappaqua, NY · 544 clientsWealth manager
    Fidelity 100%
    $491M
  6. 7915
    Hillcrest Credit and Income Fund II Manager, LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $490M
  7. 7949
    1505 Capital LLCNew York, NY · 8 clientsAsset manager
    U.S. Bank 100%
    $486M
  8. 7952
    Armor Advisors, L.L.C.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $486M
  9. 7953
    Anthemis Capital Managers (americas) LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $486M
  10. 7956
    Bridger Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $485M
  11. 7960
    Nine Masts Capital Advisers LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $485M
  12. 7962
    Graney& King, LLCLatham, NY · 791 clientsBroker-dealer firmHybrid
    LPL Financial 100%
    $484M
  13. 7982
    Ping Capital Management, Inc.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $482M
  14. 7985
    Emet Capital ManagementNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $482M
  15. 7991
    Onyxpoint Global Management LPNew York, NY · 5 clientsPrivate fund adviser
    J.P. Morgan 50%Northern Trust 50%
    $481M
  16. 7993
    Aureon Management LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $481M
  17. 7999
    Lion Point Capital, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $481M
  18. 8012
    Sound Point Meridian Management Company LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $478M
  19. 8013
    IDB Lido Wealth, LLCNew York, NY · 209 clientsWealth managerBank-affiliatedAffiliated broker-dealerLido Securities, LLC
    Schwab 100%
    $478M
  20. 8020
    Broad Sky Partners LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $477M
  21. 8021
    SFW Capital Partners LPRye, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $477M
  22. 8025
    Bridgeport PartnersNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $476M
  23. 8037
    Horiko Capital Management LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $475M
  24. 8045
    Spielberger & Brooks, Inc.Woodbury, NY · 251 clientsWealth manager
    No custodian reported
    $474M
  25. 8051
    Sycale AdvisorsNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $473M
  26. 8063
    Wealthedge Investment Advisors, LLCNew York, NY · 379 clientsWealth manager
    Schwab 100%
    $472M
  27. 8075
    Vanterra Capital LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $471M
  28. 8079
    HS Management Partners, LLCNew York, NY · 58 clientsAsset manager
    Schwab 60%Northern Trust 23%
    $470M
  29. 8080
    Rothschild Capital PartnersNew York, NY · 70 clientsPrivate fund adviser
    Wilmington Trust Company A Subsidiary of M&t Bank 81%
    $470M
  30. 8090
    Advantage Advisers Management, LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerOppenheimer & Co. Inc., Oppenheimer Europe LTD
    No custodian reported
    $469M
  31. 8091
    Chesapeake Asset Management LLCNew York, NY · 138 clientsWealth manager
    Schwab 69%Pershing 31%
    $469M
  32. 8094
    Pembrook Capital Management LLCNew York, NY · 6 clientsPrivate fund adviserHybrid
    No custodian reported
    $469M
  33. 8095
    Hivemind Capital Partners LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $468M
  34. 8112
    Closed Loop Capital ManagementNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $466M
  35. 8114
    Peter Kimmelman Asset Management LPNew York, NY · 52 clientsPrivate fund adviser
    No custodian reported
    $466M
  36. 8118
    Adit Ventures Management, LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $466M
  37. 8119
    Alta Fundamental Advisers LLCNew York, NY · 18 clientsAsset manager
    Goldman Sachs 100%
    $466M
  38. 8137
    Accountants Proprietary Financial Servicenet, LLCPlainview, NY · 283 clientsAsset manager
    No custodian reported
    $464M
  39. 8140
    Scoggin Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $464M
  40. 8154
    Truman Capital Advisors, LPArmonk, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $462M

RIAs by state