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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. 10416
    Eden Global Advisors LLCNew York, NY · 3 clientsPrivate fund adviserHybridEden Global Capital Partners LLC
    No custodian reported
    $286M
  2. 10419
    Fingerlakes Wealth Management, Inc.Ithaca, NY · 592 clientsWealth managerHybrid
    Schwab 87%
    $285M
  3. 10435
    Full in PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $284M
  4. 10453
    Darwins River CapitalNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $284M
  5. 10454
    Eden Capital Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $284M
  6. 10462
    ZOE Financial, Inc.New York, NY · 1,689 clientsWealth managerWrap sponsorHybridZOE Securities LLC, clears through Apex Clearing
    Apex Fintech 100%
    $283M
  7. 10471
    Silverberg Bernstein Capital ManagementArmonk, NY · 135 clientsWealth managerHybrid
    Pershing 100%
    $283M
  8. 10486
    Beatrice Advisors LPNew York, NY · 20 clientsWealth manager
    Fidelity 53%J.P. Morgan 24%Schwab 23%
    $282M
  9. 10492
    Caruso McLean & Co., Inc.Utica, NY · 125 clientsWealth managerHybrid
    No custodian reported
    $282M
  10. 10503
    New Vintage Partners LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $281M
  11. 10539
    American Financial & Tax Strategies, Inc.New York, NY · 191 clientsWealth manager
    Schwab 100%
    $279M
  12. 10547
    Kintayl Capital LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $279M
  13. 10553
    Stilwell Value LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $279M
  14. 10556
    Holistic Wealth AdvisorsClifton Park, NY · 656 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $279M
  15. 10562
    Edenbrook Capital, LLCMount Kisco, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $278M
  16. 10570
    Future PositiveNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $278M
  17. 10576
    Claren Road Private Credit Solutions LLCNew York, NYAsset manager
    Barclays Bank PLC 72%J.P. Morgan 28%
    $278M
  18. 10591
    Wilmington Capital Securities, LLCGarden City, NY · 177 clientsBroker-dealer firmHybridWilmington Capital Securities, LLC
    No custodian reported
    $277M
  19. 10598
    Hazelview Securities (US) LLCNew York, NY · 4 clientsAsset manager
    BNY 80%
    $276M
  20. 10602
    J.H. Lane Partners, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $276M
  21. 10627
    Lumos Capital Group LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $274M
  22. 10646
    Reckoner Capital Management LLCNew York, NY · 9 clientsAsset managerHybridRedbird BD, LLC
    BNY 92%
    $273M
  23. 10656
    Nestegg Advisors, Inc.Hauppauge, NY · 237 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $273M
  24. 10660
    Dominari IM LLCNew York, NY · 22 clientsPrivate fund adviserHybridDominari Securities LLC
    No custodian reported
    $273M
  25. 10678
    Tailored Wealth SolutionsSaratoga Springs, NY · 253 clientsWealth manager
    Schwab 100%
    $272M
  26. 10679
    Accrued Equities Inc.Melville, NY · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $272M
  27. 10704
    Raffles Capital Management, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $270M
  28. 10738
    Sage Investment Advisers LLCWappingers Falls, NY · 307 clientsWealth managerWrap sponsor
    Schwab 100%
    $268M
  29. 10747
    Soviero Asset Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $268M
  30. 10757
    Lionhunter Capital Management LLCNew York, NYWealth manager
    Schwab 100%
    $267M
  31. 10778
    Livello Capital Management LPNew York, NY · 6 clientsPrivate fund adviser
    Goldman Sachs 100%
    $265M
  32. 10784
    Kize Capital LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $265M
  33. 10787
    Sender Company & Partners, Inc.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $265M
  34. 10797
    Patricof CoNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $264M
  35. 10802
    Hudson Canyon Capital ManagementNew York, NY · 4 clientsAsset manager
    No custodian reported
    $264M
  36. 10813
    Crestwood Capital Management, L.P.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $263M
  37. 10818
    Nerdwallet Wealth Partners, LLCNew York, NY · 694 clientsWealth managerPublic-company owned
    Schwab 100%
    $263M
  38. 10824
    Empery Asset Management, LPNew York City, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $262M
  39. 10832
    5c AdvisorNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $262M
  40. 10833
    Spruce Point Capital Management, LLCRiverhead, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $262M

RIAs by state