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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. 11781
    Tolis Advisors, LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $220M
  2. 11790
    Forteris Wealth Management, Inc.Armonk, NY · 185 clientsWealth manager
    TradePMR / Robinhood 100%
    $219M
  3. 11792
    Ally Bridge Group (NY) LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $219M
  4. 11806
    Ripple Effect Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $218M
  5. 11807
    Great Hill AdvisoryPort Washington, NY · 118 clientsWealth manager
    Schwab 99%
    $218M
  6. 11811
    Irth Capital Management, LPNew York, NY · 5 clientsAsset manager
    Goldman Sachs 53%J.P. Morgan 25%
    $218M
  7. 11823
    Oppvest, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $218M
  8. 11840
    New Horizon Financial Strategies, LLCIthaca, NY · 261 clientsWealth manager
    Fidelity 58%
    $217M
  9. 11861
    Prosperity Advisory Group LLCVictor, NY · 244 clientsWealth managerWrap sponsor
    Fidelity 100%
    $216M
  10. 11881
    Florian Financial Group LLCWilliamsville, NY · 245 clientsWealth manager
    Schwab 100%
    $215M
  11. 11882
    Broadway Advisor GroupAlbany, NY · 321 clientsWealth manager
    Interactive Brokers 55%Fidelity 45%
    $215M
  12. 11899
    4thought Financial Group Inc.Syosset, NY · 344 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $214M
  13. 11925
    Long Point Capital, IncNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $214M
  14. 11936
    Simmons Capital GroupHalfmoon, NY · 463 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $213M
  15. 11941
    BCK Partners, Inc.Corning, NY · 180 clientsWealth manager
    Schwab 100%
    $213M
  16. 11948
    Brixton Capital Wealth Advisors, LLCGarden City, NY · 819 clientsWealth managerHybrid
    No custodian reported
    $212M
  17. 11991
    Lone Peak Partners Management LPNew York, NY · 3 clientsAsset manager
    J.P. Morgan 53%Vanguard 47%
    $210M
  18. 12045
    Phoenix Realty Group, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $208M
  19. 12051
    Wellspring Capital Management LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $208M
  20. 12052
    Open Field Capital LLCNew York, NY · 16 clientsPrivate fund adviser
    SEI 100%
    $208M
  21. 12079
    Investx Asset Management LLCNew York, NY · 17 clientsPrivate fund adviserHybridInvestx Financial (canada) LTD., Investx Markets LLC
    No custodian reported
    $207M
  22. 12092
    YieldpointNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $206M
  23. 12093
    ADC Wealth Management, LLCMassapequa, NY · 93 clientsWealth manager
    Interactive Brokers 53%Axos 47%
    $206M
  24. 12099
    LC Vero ManagerNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $206M
  25. 12111
    Trident Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $205M
  26. 12120
    F3 Partners LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $205M
  27. 12131
    Extant Capital LLCAlbany, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $204M
  28. 12138
    MB Family AdvisorsNew York, NY · 8 clientsWealth manager
    No custodian reported
    $204M
  29. 12140
    Merkkuri Wealth Advisors LLCJericho, NY · 286 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $204M
  30. 12145
    Harkness Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $204M
  31. 12149
    Aria Growth Partners LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $204M
  32. 12163
    Northsands CapitalNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $203M
  33. 12168
    CFM Advisors IncHauppauge, NY · 216 clientsWealth manager
    Royal Bank of Canada 100%
    $203M
  34. 12205
    Sterling Manor Financial, LLCSaratoga Springs, NY · 395 clientsWealth managerWrap sponsor
    Schwab 100%
    $201M
  35. 12210
    Eldridge SME AdvisersNew York, NY · 2 clientsPrivate fund adviserAffiliated broker-dealerJohnstone Brokerage Services, LLC, Security Distributors, LLC
    No custodian reported
    $201M
  36. 12214
    Farrell FinancialOrchard Park, NY · 233 clientsWealth manager
    Schwab 100%
    $201M
  37. 12224
    Post Capital PartnersNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $200M
  38. 12228
    Radix Organization, Inc.New York, NY · 95 clientsWealth manager
    Oppenheimer & Co. 100%
    $200M
  39. 12239
    Smbc Asset Management, Inc.New York, NY · 4 clientsPrivate fund adviserHybridSmbc Nikko Securities America, Inc., Smbc Nikko Securities Canada, LTD.
    No custodian reported
    $200M
  40. 12240
    Saddlerock Capital Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $200M

RIAs by state