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Est. 2026The front page of wealth managementNew York

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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of you
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 464
    Blue Owl Credit Private Fund Advisors LLCNew York, NY · 154 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    State Street 100%
    $46B
  2. 472
    Meag New York CorporationNew York, NY · 47 clientsAsset manager
    State Street 76%RBC 24%
    $45B
  3. 475
    IFM Investors (US) Advisor, LLCNew York, NY · 14 clientsPrivate fund adviserHybridIFM (US) Securities, LLC, IFM Investors (japan) PTY LTD
    BNY 100%
    $44B
  4. 477
    Blackstone Alternative Credit Advisors LPNew York, NY · 136 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNP Paribas Securities Services Australia Branch 46%BNY 29%Citi 25%
    $44B
  5. 479
    Apogem Capital LLCNew York, NY · 144 clientsPrivate fund adviserHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $44B
  6. 481
    Element Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $43B
  7. 497
    Sunamerica Asset Management, LLCNew York, NY · 73 clientsAsset managerAffiliated broker-dealerDirected Services LLC
    No custodian reported
    $42B
  8. 507
    Ninety One North America, Inc.New York, NY · 2,303 clientsPrivate fund adviserHybrid
    State Street 62%
    $41B
  9. 515
    Blackstone Tactical Opportunities Advisors L.L.C.New York, NY · 103 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    Merrill / Bank of America 100%
    $40B
  10. 519
    Cerity Partners Retirement Plan ConsultantsNew York, NY · 850 clientsAsset managerAffiliated broker-dealerCP Client Solutions LLC
    Northern Trust 34%U.S. Bank 26%
    $40B
  11. 521
    D1 Capital Partners L.P.New York, NY · 45 clientsPrivate fund adviser
    No custodian reported
    $40B
  12. 524
    Bamco, Inc.New York, NY · 45 clientsAsset managerHybridBaron Capital Management UK Limited, Baron Capital, Inc.
    No custodian reported
    $40B
  13. 527
    Copenhagen Infrastructure Partners Inc.New York, NY · 46 clientsPrivate fund adviser
    No custodian reported
    $39B
  14. 528
    EQT Partners Inc.New York, NY · 49 clientsPrivate fund adviserHybridEQT Partners BD, LLC
    No custodian reported
    $39B
  15. 534
    Linden Advisors LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $39B
  16. 536
    MS Capital Partners Adviser Inc.New York, NY · 78 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $39B
  17. 540
    First Manhattan Co. LLCNew York, NY · 6,294 clientsWealth managerWrap sponsorHybridFirst Manhattan Securities LLC, clears through Pershing
    Pershing 100%
    $38B
  18. 542
    Advice and Planning ServicesNew York, NY · 72,503 clientsBroker-dealer firmHybridNuveen Securities, LLC
    Pershing 100%
    $38B
  19. 545
    Nomura Corporate Research and Asset Management IncNew York, NY · 66 clientsAsset managerHybridDelaware Distributors, L.P., Instinet, LLC
    State Street 74%BNY 26%
    $38B
  20. 549
    Sound Point Capital Management, LPNew York, NY · 161 clientsPrivate fund adviser
    BNY 75%Northern Trust 25%
    $37B
  21. 552
    Rockefeller Capital ManagementNew York, NY · 6,490 clientsWealth managerHybridRockefeller Financial LLC
    Fidelity 100%
    $37B
  22. 555
    Oppenheimer & Co. Inc.New York, NY · 39,036 clientsBroker-dealer firmHybridOppenheimer Europe LTD, Oppenheimer Investments Asia Limited
    Oppenheimer & Co. 100%
    $37B
  23. 560
    Shenkman Capital Management, Inc.New York, NY · 159 clientsAsset manager
    The Bank of NY Mellon 63%
    $37B
  24. 562
    BBR Partners, LLCNew York, NY · 245 clientsWealth manager
    Schwab 100%
    $36B
  25. 564
    Select Equity Group, L.P.New York, NY · 766 clientsPrivate fund adviserHybrid
    BNY 61%Schwab 24%
    $36B
  26. 565
    Stone Ridge Asset Management LLCNew York, NY · 72 clientsAsset managerHybridOne Vanderbilt Securities LLC
    HSBC Bank USA 100%
    $36B
  27. 569
    Eagle Capital Management LLCNew York, NY · 2,279 clientsAsset managerHybrid
    Northern Trust 54%State Street 46%
    $36B
  28. 572
    Blackstone Credit Systematic Strategies LLCNew York, NY · 44 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    Citi 62%BNY 38%
    $36B
  29. 580
    Aksia LLCNew York, NY · 142 clientsAsset manager
    State Street 66%Northern Trust 34%
    $35B
  30. 585
    Octagon Credit Investors, LLCNew York, NY · 128 clientsPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    BNY 62%
    $35B
  31. 589
    Schroders Capital Management (US) Inc.New York, NY · 138 clientsPrivate fund adviserHybridSchroder Fund Advisors LLC
    No custodian reported
    $35B
  32. 590
    King Street Capital Management, L.P.New York, NY · 73 clientsPrivate fund adviser
    No custodian reported
    $35B
  33. 592
    Brevan Howard US Investment Management LPNew York, NY · 10 clientsPrivate fund adviserHybridBrevan Howard US LLC
    No custodian reported
    $34B
  34. 594
    Wealthspire AdvisorsNew York, NY · 9,973 clientsWealth manager
    Schwab 75%
    $34B
  35. 598
    Voya Alternative Asset Management LLCNew York, NY · 56 clientsPrivate fund adviserHybridVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    No custodian reported
    $34B
  36. 601
    Pacific Way Capital Management, LLCNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $34B
  37. 603
    Sona Asset Management (US) LLCNew York, NY · 20 clientsPrivate fund adviser
    Goldman Sachs 39%Barclays Bank PLC 32%BNP Paribas, London Branch 27%
    $33B
  38. 604
    BNY Mellon Advisors, Inc.New York, NY · 125,701 clientsWealth managerBank-affiliatedHybridBNY Mellon Asset Management Canada LTD., BNY Mellon Capital Markets, LLC, clears through Pershing
    Pershing 100%
    $33B
  39. 606
    D. E. Shaw Investment Management, L.L.C.New York, NY · 23 clientsPrivate fund adviserHybridD. E. Shaw & Co. (asia Pacific) Limited, D. E. Shaw & Co. (london), LLP
    State Street 80%
    $33B
  40. 607
    Redding Ridge Asset Management LLCNew York, NY · 85 clientsPrivate fund adviserHybrid
    State Street 100%
    $33B

RIAs by state