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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. 10019
    Merit Financial Partners LLCMaspeth, NY · 197 clientsWealth manager
    Schwab 100%
    $308M
  2. 10026
    Allsquare Wealth Management, LLCAlbany, NY · 436 clientsWealth managerHybrid
    Pershing 100%
    $308M
  3. 10041
    Silverpeak Real Estate Partners L.P.New York, NY · 21 clientsPrivate fund adviser
    U.S. Bank 100%
    $307M
  4. 10064
    Mountaineer Partners Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $306M
  5. 10070
    Adalta Capital Management LLCNew York, NY · 74 clientsWealth manager
    Schwab 72%
    $306M
  6. 10080
    Paradigm Funds Advisor LLCAlbany, NY · 3 clientsAsset managerHybridC. L. King & Associates, Inc., clears through RBC Capital Markets
    No custodian reported
    $305M
  7. 10081
    Old Slip Registered Investment Advisors, LLCNew York, NY · 30 clientsAsset managerHybridOld Slip Capital Management, Inc.
    Schwab 100%
    $305M
  8. 10099
    Coltrane Asset Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $304M
  9. 10116
    The Operators Fund Investment Management, L.P.New York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $303M
  10. 10118
    Albanyadvisor Group LLCAlbany, NY · 412 clientsWealth managerHybrid
    Fidelity 85%
    $303M
  11. 10138
    Innovahealth PartnersNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $301M
  12. 10140
    RetirableNew York, NY · 2,210 clientsWealth manager
    Altruist 100%
    $301M
  13. 10151
    Pinnacle Capital Management, LLCEast Syracuse, NY · 511 clientsWealth managerHybridPinnacle Investments, LLC
    Wells Fargo 100%
    $300M
  14. 10152
    Wellspring GBL, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $300M
  15. 10159
    Krensavage Asset Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $300M
  16. 10180
    MQS Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $299M
  17. 10187
    Riverpark Capital Management LLCNew York, NY · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $299M
  18. 10194
    Veneroso Wealth ManagementWoodbury, NY · 362 clientsWealth manager
    Schwab 100%
    $299M
  19. 10195
    Crescent Hill Partners LLCSaratoga Springs, NY · 185 clientsWealth manager
    Fidelity 100%
    $299M
  20. 10197
    GS Gamma Advisors, LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    No custodian reported
    $299M
  21. 10199
    Consello CapitalNew York, NY · 3 clientsPrivate fund adviserAffiliated broker-dealerConsello Financial LLC
    No custodian reported
    $299M
  22. 10214
    Ananym Capital Management, LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $298M
  23. 10235
    Infusive Asset Management Inc.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $296M
  24. 10255
    Bright Futures Wealth Management, LLCWebster, NY · 885 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $295M
  25. 10256
    Brizo Capital, LPNew York, NY · 1 clientsPrivate fund adviser
    Deutsche Bank Securities 100%
    $294M
  26. 10261
    A.R.T. Advisors, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $294M
  27. 10275
    Enright, Mollin, Cascio & Ramusevic, Inc.Elmhurst, NY · 111 clientsWealth manager
    Schwab 60%Fidelity 40%
    $294M
  28. 10280
    Pelkonen and Associates LLCMelville, NY · 317 clientsWealth manager
    Fidelity 100%
    $293M
  29. 10282
    Masterton Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $293M
  30. 10283
    22v Asset ManagementNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $293M
  31. 10309
    Idirect Private Credit Advisors LLCNew York, NY · 1 clientsAsset managerHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $291M
  32. 10316
    Leigh Baldwin & Co., LLCCazenovia, NY · 682 clientsBroker-dealer firmHybrid
    No custodian reported
    $291M
  33. 10340
    Alcova Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $289M
  34. 10342
    Aifam Group LLCRye, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $289M
  35. 10351
    Power Innovation Partners, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $289M
  36. 10353
    Acadia Infrastructure Capital LPNew York, NY · 2 clientsAsset manager
    No custodian reported
    $289M
  37. 10356
    GF Capital Asset Advisors, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $288M
  38. 10361
    Palisade InfrastructureNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $288M
  39. 10370
    Factorpoint Planning, LLCPittsford, NY · 141 clientsWealth manager
    Schwab 100%
    $288M
  40. 10403
    JlensNew York, NY · 3 clientsAsset manager
    No custodian reported
    $286M

RIAs by state