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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. 9618
    Cross Rapids Capital LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $336M
  2. 9625
    Cion Grosvenor Management, LLCNew York, NY · 2 clientsAsset managerAffiliated broker-dealerCion Securities, LLC
    No custodian reported
    $335M
  3. 9626
    BVP Management Company, LLCNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $335M
  4. 9670
    Central Pine Capital, LLCCedarhurst, NY · 30 clientsWealth manager
    No custodian reported
    $332M
  5. 9671
    Phoenician ResourcesNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $332M
  6. 9674
    Nokota Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $332M
  7. 9676
    Opus Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $332M
  8. 9698
    General Innovation Capital, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $331M
  9. 9717
    Stella Point Capital, LPNew York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $329M
  10. 9718
    501 North, LLCNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerKeefe, Bruyette & Woods, Inc., Stifel Europe AG, clears through Stifel
    No custodian reported
    $329M
  11. 9736
    OMC Financial Services LTDDewitt, NY · 269 clientsWealth manager
    Schwab 100%
    $328M
  12. 9745
    Fukoku Life International (america) Inc.New York, NY · 2 clientsAsset manager
    Global Custody Services 100%
    $328M
  13. 9746
    Hudson Capital Advisory, Inc.Buffalo, NY · 244 clientsWealth manager
    Fidelity 65%Schwab 35%
    $328M
  14. 9747
    Financial Decisions, LLCNew York, NY · 152 clientsWealth manager
    Schwab 85%
    $328M
  15. 9755
    Vinci Partners USANew York, NY · 73 clientsAsset managerHybridCG Compass (USA) LLC, Vinci Assessoria Financeira Ltda., clears through Pershing
    Morgan Stanley 67%
    $327M
  16. 9760
    MFG Partners LLCNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $327M
  17. 9773
    Hurley Capital, LLCNew York, NY · 187 clientsWealth manager
    Schwab 96%
    $326M
  18. 9793
    Galaxy Investment Management, LLCUniondale, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $324M
  19. 9807
    Carswell Investments, LLCEast Syracuse, NY · 175 clientsWealth manager
    Fidelity 100%
    $322M
  20. 9825
    Ig4 Capital Advisors US LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $321M
  21. 9849
    Lantern Wealth Advisors, LLCMelville, NY · 188 clientsWealth managerHybridHerold & Lantern Investments, Inc., Percheron Asset Management Group, Inc., clears through Pershing
    Pershing 52%Schwab 48%
    $320M
  22. 9852
    Atomic Invest LLCNew York, NY · 10,563 clientsAsset managerHybridAtomic Brokerage LLC, clears through Pershing
    Pershing 89%
    $320M
  23. 9856
    Hamilton Square Partners Management, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $319M
  24. 9865
    Goldentree Asset Management Credit Advisor LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $319M
  25. 9871
    Tribune Investment GroupNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $318M
  26. 9880
    Twin Securities, Inc.New York, NY · 5 clientsPrivate fund adviser
    Goldman Sachs 99%
    $318M
  27. 9883
    Macquarie Capital Partners LLCNew York, NY · 1 clientsPrivate fund adviserHybridMacquarie Capital (USA) Inc., Macquarie Capital (europe) Limited
    No custodian reported
    $318M
  28. 9885
    Goode Partners LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $317M
  29. 9898
    The Mustico Financial Group, Inc.Elmira, NY · 460 clientsWealth managerHybrid
    Schwab 86%
    $317M
  30. 9903
    Harvest Management, L.L.C.New York, NY · 5 clientsAsset manager
    Goldman Sachs 100%
    $316M
  31. 9959
    Lagoda Investment Management, L.P.New York, NY · 48 clientsWealth managerPublic-company owned
    Morgan Stanley 41%Fiduciary Trust 40%
    $313M
  32. 9960
    Parkview US LLCNew York, NY · 18 clientsWealth manager
    HSBC Bank USA 61%Merrill / Bank of America 26%
    $312M
  33. 9971
    APS Wealth Management, LLCMelville, NY · 180 clientsAsset manager
    Schwab 63%Ascensus Trust 37%
    $312M
  34. 9974
    Optimist Ventures LLCNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $311M
  35. 9975
    BG America LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $311M
  36. 9980
    Spring Mountain Capital, LPNew York, NY · 5 clientsPrivate fund adviser
    Interactive Brokers 100%
    $311M
  37. 9986
    Two Point Capital Management, Inc.Pittsford, NY · 106 clientsWealth manager
    Fidelity 100%
    $311M
  38. 9988
    General Equity Holdings LPBrooklyn, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $310M
  39. 9994
    Hudson Advisor Services, Inc.Buffalo, NY · 286 clientsWealth manager
    Fidelity Distributors Company 84%
    $310M
  40. 10013
    Samjo Management, LLCNew York, NY · 187 clientsAsset manager
    No custodian reported
    $309M

RIAs by state