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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. 11302
    Brewster Financial Planning LLCBrooklyn, NY · 119 clientsWealth manager
    Schwab 100%
    $240M
  2. 11320
    Footpath Ventures LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $239M
  3. 11332
    Ninth Eternity Asset Management LLCNew York, NY · 3 clientsPrivate fund adviserHybridNinth Eternity Capital HK Limited, Ninth Eternity Securities LLC
    No custodian reported
    $239M
  4. 11341
    Perella Weinberg Partners Capital Management LPNew York, NY · 9 clientsPrivate fund adviserHybridPerella Weinberg Gmbh, Perella Weinberg Partners France SAS
    No custodian reported
    $238M
  5. 11349
    Graphene Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $238M
  6. 11357
    GSA Capital Partners (new York) LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $238M
  7. 11361
    Cohen & Company Financial Management, LLCNew York, NY · 5 clientsPrivate fund adviserHybridCohen & Company Securities, LLC, clears through Pershing
    No custodian reported
    $237M
  8. 11371
    Soundcore Capital Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $237M
  9. 11378
    Axiom Investment Management LLCNew York, NY · 214 clientsWealth managerHybridAxiom Capital Management, Inc., clears through Hilltop Securities
    Hilltop Securities 100%
    $237M
  10. 11433
    RPM Capital Partners, LLCNew York, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerSiguler Guff Global Markets, LLC
    No custodian reported
    $234M
  11. 11449
    Reynolds Channel Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $233M
  12. 11461
    Oberon Asset Management, LLCNew York, NY · 48 clientsWealth manager
    Fidelity 100%
    $233M
  13. 11479
    Shelter Rock Management, LLCJericho, NY · 142 clientsWealth manager
    Fidelity 99%
    $232M
  14. 11481
    Crowdstreet Advisors, LLCNew York, NY · 30 clientsPrivate fund adviserHybridCrowdstreet Capital LLC
    No custodian reported
    $232M
  15. 11507
    Draper Asset Management, LLCSmithtown, NY · 527 clientsWealth manager
    Schwab 100%
    $231M
  16. 11509
    Arch Global Advisors, LLCNew York, NY · 442 clientsWealth managerHybrid
    Schwab 100%
    $231M
  17. 11528
    Lionshead Wealth Management, LLCNew York, NY · 107 clientsWealth manager
    Schwab 100%
    $230M
  18. 11538
    Lonetree Capital, LLCNew York, NY · 5 clientsPrivate fund adviserAffiliated broker-dealerLeonis Securities, LLC
    No custodian reported
    $229M
  19. 11548
    Forsyth Street Asset Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $229M
  20. 11549
    Hemisphere Partners LLCNew York, NY · 40 clientsWealth manager
    Morgan Stanley 53%J.P. Morgan 37%
    $229M
  21. 11550
    Dilation Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $229M
  22. 11571
    Boyar Asset Management, Inc.New York, NY · 210 clientsWealth manager
    Fidelity 100%
    $228M
  23. 11577
    Beacon Financial AdvisorsRye Brook, NY · 49 clientsWealth managerWrap sponsor
    Schwab 100%
    $228M
  24. 11581
    Magnolia Capital ManagementCold Spring, NY · 61 clientsWealth manager
    No custodian reported
    $228M
  25. 11599
    RM Sincerbeaux Capital Management, LLC.New York, NY · 15 clientsWealth manager
    Goldman Sachs 100%
    $227M
  26. 11605
    Shikhara Investment Management LPNew York, NY · 3 clientsAsset manager
    Level 8, 60 Castlereagh Street 100%
    $227M
  27. 11614
    BQS Financial Advisors, LLCNew York, NY · 29 clientsAsset manager
    No custodian reported
    $226M
  28. 11621
    Change Global Investment, LLCNew York, NY · 3 clientsPrivate fund adviser
    State Street 100%
    $226M
  29. 11625
    Secfi Advisory LimitedNew York, NY · 55 clientsPrivate fund adviserHybridSecfi Securities, LLC
    Altruist 100%
    $226M
  30. 11626
    Professional FinancialPittsford, NY · 93 clientsWealth manager
    Schwab 100%
    $226M
  31. 11643
    Cais AdvisorsNew York, NY · 4 clientsPrivate fund adviserHybridCais Capital LLC
    Merrill / Bank of America 100%
    $225M
  32. 11659
    Prato Capital ManagementWhite Plains, NY · 326 clientsWealth managerWrap sponsor
    Schwab 100%
    $225M
  33. 11663
    Iadvise PartnersNew York, NY · 20 clientsWealth manager
    J.P. Morgan 100%
    $224M
  34. 11703
    Milestones Private Investment Advisors LLCFairport, NY · 254 clientsWealth manager
    Schwab 100%
    $223M
  35. 11707
    Capital Preservation Partners, Inc.Bronxville, NY · 417 clientsWealth manager
    No custodian reported
    $222M
  36. 11718
    Cross Border Wealth, LLCNew York, NY · 531 clientsWealth manager
    Novia Global 43%Schwab 37%
    $222M
  37. 11745
    Muzinich BDC Adviser, LLCNew York, NY · 1 clientsAsset managerHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    No custodian reported
    $221M
  38. 11762
    Sunstone Asset ManagementNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $220M
  39. 11763
    Terra Nova Asset Management LLCNew York, NY · 69 clientsWealth manager
    Fidelity 100%
    $220M
  40. 11766
    Stabilis Capital Management, LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $220M

RIAs by state