Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 10834
    Timecapital Investor Advisory Services IncPort Jefferson Station, NY · 217 clientsWealth managerHybridTimecapital Securities Corporation
    Pershing 100%
    $262M
  2. 10836
    AG Dillon Asset Management LPNew York, NY · 28 clientsPrivate fund adviser
    No custodian reported
    $262M
  3. 10839
    Room40 Capital LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $262M
  4. 10850
    Elco Management Company, LLCNew York, NY · 154 clientsWealth managerWrap sponsor
    Schwab 75%RBC 25%
    $261M
  5. 10860
    DCM Advisors, LLCNew York, NY · 51 clientsAsset managerHybridCaledonia Sociedad De Valores, S.A., Dinosaur Financial Group, L.l.c
    First Hawaiian Bank 69%
    $261M
  6. 10871
    Capital Financial Advisors of New York, LLCClifton Park, NY · 144 clientsWealth manager
    No custodian reported
    $260M
  7. 10875
    ERA Global TechnologiesNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $260M
  8. 10883
    Churchill Ncpe Advisor LLCNew York, NY · 1 clientsPrivate fund adviserHybridNuveen Securities, LLC
    No custodian reported
    $259M
  9. 10893
    Incline Global Management, LLCNew York, NY · 4 clientsPrivate fund adviser
    Marex Capital Markets 100%
    $259M
  10. 10899
    Corinthian Capital Group, LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $259M
  11. 10924
    MA Asset Management, LLCIrvington, NY · 4 clientsAsset manager
    No custodian reported
    $258M
  12. 10925
    Kuramo Capital Management, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $258M
  13. 10951
    AviceneNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $256M
  14. 10954
    Zephyr Management, L.P.New York, NY · 34 clientsPrivate fund adviser
    No custodian reported
    $256M
  15. 10963
    Donald Smith, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $256M
  16. 10999
    Riverwest Investment Management, LLCNew York, NY · 1 clientsAsset manager
    Goldman Sachs 67%J.P. Morgan 33%
    $254M
  17. 11001
    Venor Capital Management LPNew York, NY · 10 clientsPrivate fund adviser
    Northern Trust 100%
    $254M
  18. 11002
    Westco Advisory Services, Inc.Lynbrook, NY · 324 clientsWealth managerHybridWestco Investment Corp.
    Schwab 100%
    $254M
  19. 11003
    Canty Wealth ManagementBallston Spa, NY · 475 clientsWealth manager
    No custodian reported
    $254M
  20. 11009
    Indiano Capital ManagementRochester, NY · 53 clientsWealth manager
    RBC 39%UBS 26%
    $254M
  21. 11016
    Heronetta Management, L.P.New York, NY · 28 clientsWealth manager
    Morgan Stanley 58%UBS 34%
    $254M
  22. 11018
    Clear Point Advisors, Inc.Melville, NY · 151 clientsWealth manager
    No custodian reported
    $253M
  23. 11052
    Murphy Wealth Management GroupFishkill, NY · 384 clientsWealth managerHybrid
    LPL Financial 100%
    $252M
  24. 11053
    Coinshares Asset Management (US) LLCNew York, NY · 3 clientsAsset managerHybridCoinshares Capital LLC
    No custodian reported
    $252M
  25. 11058
    Aretex Capital Management, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $252M
  26. 11073
    AC Investment Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $251M
  27. 11121
    Emergent Wealth Advisors, LLCWilliamsville, NY · 370 clientsWealth manager
    Schwab 93%
    $249M
  28. 11137
    Aacp Investments, LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerAN Zhong (AZ) Investment Management Hong Kong Limited, AZ Andes AGF S.A.
    No custodian reported
    $248M
  29. 11163
    Value Investment Professionals, LLCNew York, NY · 158 clientsWealth manager
    Schwab 100%
    $247M
  30. 11169
    Taconic AdvisorsSaugerties, NY · 133 clientsWealth manager
    Fidelity 100%
    $246M
  31. 11187
    Bostwick Capital LLCLocust Valley, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $245M
  32. 11190
    Strobe VenturesBrooklyn, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $245M
  33. 11201
    Stirlingshire InvestmentsNew York, NY · 1,071 clientsWealth managerHybridStirlingshire BD LLC
    Apex Fintech 100%
    $245M
  34. 11207
    Bandera PartnersBrooklyn, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $244M
  35. 11222
    JRE Advisors LLCNew York, NY · 37 clientsPrivate fund adviser
    No custodian reported
    $243M
  36. 11230
    Blue Spark Capital AdvisorsNew York, NY · 87 clientsWealth manager
    Schwab 100%
    $243M
  37. 11247
    Vanderbilt Avenue Asset Management LLCNew York, NY · 10 clientsAsset manager
    U.S. Bank 80%
    $242M
  38. 11263
    Tenere Capital, LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $241M
  39. 11292
    Clearfield Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $240M
  40. 11293
    Buttonwood Group Advisors LLCUniondale, NY · 24 clientsPrivate fund adviserHybridJoseph Gunnar & Co., LLC
    No custodian reported
    $240M

RIAs by state