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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. 8727
    Covara Capital, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $405M
  2. 8728
    Focusgrowth Asset Management, LPNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $405M
  3. 8747
    Charter Oak Advisors LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $404M
  4. 8766
    Henry James International Management, Inc.New York, NY · 59 clientsAsset manager
    State Street 100%
    $402M
  5. 8785
    Valuequest Advisers, LLCNew York, NY · 1 clientsPrivate fund adviserHybridPzena Financial Services, LLC
    No custodian reported
    $401M
  6. 8788
    Soundcore Capital Partners, LPNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $400M
  7. 8789
    Burns Matteson Capital Management, LLCCorning, NY · 199 clientsWealth manager
    Schwab 100%
    $400M
  8. 8801
    Waterford Advisors, LLCOrchard Park, NY · 351 clientsWealth manager
    Schwab 100%
    $399M
  9. 8807
    Tactical Infrastructure PartnersNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $398M
  10. 8821
    LDR Capital Management, LLCNew York, NY · 28 clientsAsset manager
    Merrill / Bank of America 44%Schwab 30%BNY 26%
    $397M
  11. 8824
    Settanni Financial LLCArmonk, NY · 160 clientsWealth manager
    Schwab 100%
    $397M
  12. 8837
    The Visualize Group LPNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 55%Morgan Stanley 45%
    $396M
  13. 8842
    Derby Copeland CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $396M
  14. 8855
    Sandler Capital ManagementNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $395M
  15. 8899
    3b1 Partners, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $392M
  16. 8900
    Siebert Advisornxt, LLC.New York, NY · 973 clientsWealth managerPublic-company ownedHybridMuriel Siebert & Co., LLC, clears through National Financial Services (Fidelity)
    No custodian reported
    $392M
  17. 8917
    16th Amendment Advisors LLCNew York, NY · 80 clientsWealth manager
    Fidelity 46%Schwab 27%Raymond James 27%
    $390M
  18. 8918
    Ascend Interplay, LLCNew York, NY · 19 clientsWealth manager
    Fidelity 100%
    $390M
  19. 8944
    Joseph P. Lucia & Associates, LLCYorktown Heights, NY · 662 clientsWealth managerHybrid
    Schwab 100%
    $388M
  20. 8946
    Collaborative Capital Advisors LLCNew York, NY · 18 clientsWealth manager
    Schwab 79%
    $388M
  21. 8993
    Atlantic Investment Management, IncNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $384M
  22. 8999
    Arcadia Wealth ManagementSmithtown, NY · 275 clientsWealth manager
    Schwab 100%
    $384M
  23. 9015
    Pictet Asset Management (USA) CorpNew York, NY · 8 clientsPrivate fund adviserHybridBank Pictet & CIE (europe) AG, Banque Pictet & CIE SA
    J.P. Morgan 79%
    $382M
  24. 9020
    Snyder Wealth GroupMedford, NY · 606 clientsWealth managerHybrid
    Pershing 100%
    $382M
  25. 9054
    Camber Partners Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $379M
  26. 9061
    Hidden Lake Asset Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $378M
  27. 9070
    Breyta Capital PartnersBrooklyn, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $378M
  28. 9080
    Volterra Technologies LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $377M
  29. 9086
    Palm Drive Capital LLCNew York, NY · 30 clientsPrivate fund adviser
    No custodian reported
    $376M
  30. 9091
    Findell Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $376M
  31. 9095
    Melkonian Capital Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $375M
  32. 9097
    Retirement Planning Group, LLCMalta, NY · 1,043 clientsWealth managerHybrid
    Fidelity 100%
    $375M
  33. 9107
    Hale Capital Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $375M
  34. 9108
    Carl Marks Management Company, LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerCarl Marks Securities LLC
    No custodian reported
    $374M
  35. 9111
    The Pitti Group Wealth Management, LLCVictor, NY · 601 clientsWealth managerWrap sponsor
    Wells Fargo 87%
    $374M
  36. 9126
    Hunting Hill Global Capital, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $373M
  37. 9151
    Fact Capital, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $371M
  38. 9172
    Steinberganna Wealth Management LLCHuntington, NY · 262 clientsWealth manager
    Schwab 100%
    $369M
  39. 9194
    Eyre Street CapitalNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $367M
  40. 9195
    Lattis Management LPNew York, NY · 4 clientsPrivate fund adviser
    ADM Investor Services 100%
    $367M

RIAs by state