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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. 8156
    Adirondack Financial Services CorpUtica, NY · 649 clientsWealth managerBank-affiliatedHybrid
    Pershing 100%
    $462M
  2. 8172
    Gdev Management, LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $460M
  3. 8183
    Strategas Asset Management, LLCNew York, NY · 15 clientsAsset managerHybridBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    Robert W. Baird & Co. Incorporated 75%Schwab 25%
    $458M
  4. 8191
    Paramount Group Real Estate Advisor LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $458M
  5. 8214
    Cove Private Wealth, LLCOyster Bay, NY · 95 clientsWealth manager
    Goldman Sachs 89%
    $455M
  6. 8215
    Sicart Associates, LLCNew York, NY · 110 clientsWealth manager
    Pershing 100%
    $455M
  7. 8230
    Silver Grove Advisory ServicesOrchard Park, NY · 2,150 clientsWealth managerHybrid
    Schwab 64%
    $454M
  8. 8231
    Brant Point Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $453M
  9. 8238
    Endicott CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $453M
  10. 8252
    Edge Focus Capital Management, LLCNew York, NY · 5 clientsAsset manager
    Merrill / Bank of America 100%
    $451M
  11. 8255
    Juniper Investment CompanyNew York, NY · 6 clientsPrivate fund adviser
    Interactive Brokers 100%
    $451M
  12. 8257
    IFC Personal Money Managers, Inc.New York, NY · 90 clientsWealth manager
    Schwab 100%
    $451M
  13. 8260
    Stonecourt Capital LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $451M
  14. 8269
    Hazard & Siegel Advisory Services LLCDewitt, NY · 150 clientsAsset managerHybridHazard & Siegel, Inc.
    Fidelity 35%Principal Securities 32%
    $450M
  15. 8280
    Osprey Private Wealth LLCNew York, NY · 58 clientsWealth manager
    Raymond James 48%Schwab 41%
    $448M
  16. 8296
    Bracco Asset ManagementPurchase, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $446M
  17. 8304
    Maxim Financial Advisors LLCNew York, NY · 775 clientsWealth managerWrap sponsorHybridMaxim Group LLC
    Pershing 100%
    $445M
  18. 8306
    4x4 CapitalNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $445M
  19. 8309
    Beaconlight Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $445M
  20. 8314
    Flower City Capital LLCPittsford, NY · 230 clientsWealth manager
    Schwab 100%
    $445M
  21. 8317
    CM Investment Partners, LLCNew York, NY · 5 clientsAsset managerHybridICM Nominees Holdings Limited, Investcorp Asia Services Private Limited
    No custodian reported
    $444M
  22. 8331
    Candace Shira Associates, LLCPittsford, NY · 434 clientsWealth manager
    Schwab 100%
    $443M
  23. 8335
    Members Advisory Group, LLCWilliamsville, NY · 906 clientsWealth manager
    Schwab 100%
    $443M
  24. 8350
    Landmark Wealth Management, LLCMelville, NY · 296 clientsWealth manager
    Schwab 100%
    $442M
  25. 8351
    Durational Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $442M
  26. 8355
    Paradigm Asset ManagementWhite Plains, NY · 7 clientsAsset manager
    State Street 42%BNY 27%
    $442M
  27. 8358
    North Island VenturesNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $441M
  28. 8360
    Rise Advisors, LLCRochester, NY · 472 clientsWealth manager
    Fidelity 100%
    $441M
  29. 8376
    Bluestone Equity PartnersNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $440M
  30. 8394
    Second Alpha PartnersNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $438M
  31. 8400
    154 Partners Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $438M
  32. 8403
    Fischer Investment Group, Inc.Pittsford, NY · 210 clientsWealth manager
    No custodian reported
    $438M
  33. 8407
    Note Advisors, LLCBuffalo, NY · 542 clientsWealth manager
    Schwab 100%
    $437M
  34. 8416
    Financial Asset Management CorpChappaqua, NY · 204 clientsWealth manager
    Schwab 100%
    $436M
  35. 8420
    OFF Road Capital Management LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $436M
  36. 8433
    Mutual of America Life Insurance CompanyNew York, NY · 21 clientsAsset managerHybridMutual of America Securities LLC
    No custodian reported
    $434M
  37. 8434
    Spark Investment Management LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $434M
  38. 8441
    Neostellar Advisors LLCNew York, NY · 1 clientsAsset managerHybridThe Klein Group, LLC
    No custodian reported
    $433M
  39. 8447
    Lisanti Capital Growth LLCNew York, NY · 18 clientsAsset managerAffiliated broker-dealerDinosaur Financial Group, L.l.c
    Northern Trust 39%State Street 35%BNY 26%
    $432M
  40. 8449
    Third North Capital LPNew York, NY · 4 clientsAsset manager
    Morgan Stanley 100%
    $432M

RIAs by state