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Est. 2026The front page of wealth managementNew York

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4K 55ip Expands Unified Managed Accounts with BlackRockRB 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 Expansion
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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. 9199
    Innovative Private Wealth Management Inc.Somers, NY · 417 clientsAsset manager
    Schwab 61%Valley Bank 39%
    $367M
  2. 9204
    Saraza Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $366M
  3. 9205
    FIO Advisors LPNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $366M
  4. 9206
    Jacobs Asset Management, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $366M
  5. 9215
    Sage Advisors, LLCNew York, NY · 25 clientsPrivate fund adviserAffiliated broker-dealerCP Client Solutions LLC
    No custodian reported
    $366M
  6. 9233
    Reservoir Operations, L.P.New York, NY · 6 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $365M
  7. 9243
    Redwood Grove Capital, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $364M
  8. 9257
    Domani AdvisorsNew York, NY · 78 clientsWealth managerWrap sponsor
    Schwab 100%
    $363M
  9. 9261
    University VenturesNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $363M
  10. 9309
    Point Windward Advisors, Inc.New York, NY · 278 clientsWealth managerHybridBeech Hill Securities, Inc.
    Pershing 100%
    $359M
  11. 9322
    Papamarkou Wellner Perkin AdvisorsNew York, NY · 109 clientsWealth managerHybridPapamarkou Wellner & Co., Inc.
    Pershing 80%
    $358M
  12. 9332
    Oakcliff Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $356M
  13. 9341
    Twin Point Capital LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $356M
  14. 9345
    Acorn Capital Advisors, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $355M
  15. 9356
    Lloyd Harbor Capital Management, LLCCold Spring Harbor, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $354M
  16. 9362
    Tencore Partners, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $354M
  17. 9370
    Next Management Advisors, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $353M
  18. 9406
    Jones Road Capital Management, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $350M
  19. 9409
    Sykon Capital LLCHarrison, NY · 664 clientsWealth manager
    Schwab 100%
    $350M
  20. 9413
    Guggenheim Private Investments, LLCNew York, NY · 7 clientsPrivate fund adviserHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    J.P. Morgan 100%
    $349M
  21. 9429
    Trill Impact Advisory Inc.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $348M
  22. 9439
    United Financial Planning Group LLCHauppauge, NY · 188 clientsWealth manager
    Schwab 100%
    $347M
  23. 9465
    Vedanta Management, LPNew York, NY · 16 clientsPrivate fund adviserHybrid
    No custodian reported
    $346M
  24. 9466
    Continuum Wealth Advisors, LLCSaratoga Springs, NY · 328 clientsWealth manager
    Schwab 100%
    $346M
  25. 9468
    Placeholder Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $345M
  26. 9488
    Bourne Lent Asset Managament, Inc.Pawling, NY · 83 clientsWealth manager
    Fidelity 59%Raymond James 41%
    $344M
  27. 9496
    Formula Growth Management CorpNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $343M
  28. 9506
    Diameter DCF Advisor LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $343M
  29. 9511
    Chicago Atlantic BDC Advisers, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerStoneliving Securities, LLC
    No custodian reported
    $342M
  30. 9512
    Eaglebrook AdvisorsNew York, NY · 159 clientsAsset manager
    Gemini Trust Company 100%
    $342M
  31. 9539
    Post Resch Tallon GroupPittsford, NY · 440 clientsWealth managerHybrid
    Schwab 89%
    $340M
  32. 9544
    The Mathes Company, Inc.New York, NY · 210 clientsWealth manager
    No custodian reported
    $340M
  33. 9546
    Quantum Portfolio Management, LLCNew York, NY · 47 clientsAsset manager
    Raymond James 100%
    $340M
  34. 9549
    Superstring Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    Morgan Stanley 100%
    $340M
  35. 9550
    Garnet Equity Capital Holdings, Inc.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $339M
  36. 9553
    Millennial Advisers, LLC.New York, NY · 363 clientsPrivate fund adviserHybridAllied Millennial Partners, LLC, Onesource FI LLC, clears through StoneX, Interactive Brokers
    Schwab 57%Interactive Brokers 31%
    $339M
  37. 9560
    Health Catalyst Capital Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $339M
  38. 9568
    Morgan RIO Capital Management, LLCNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $339M
  39. 9583
    325 CapitalNew York, NY · 3 clientsAsset manager
    BNY 100%
    $338M
  40. 9586
    Mutima Capital Management LLCNew York, NY · 1 clientsAsset manager
    BNY 100%
    $337M

RIAs by state