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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. 12277
    Feynman Point Asset ManagementNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $198M
  2. 12287
    Gladowsky Capital Management CorpSmithtown, NY · 298 clientsBroker-dealer firmHybrid
    Pershing 100%
    $198M
  3. 12307
    Unified Retirement Planning GroupBriarcliff Manor, NY · 152 clientsWealth managerWrap sponsor
    Schwab 100%
    $197M
  4. 12310
    Reciprocal Venture Management, L.L.C.New York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $197M
  5. 12315
    The Bendix Financial Group, Inc.Garden City, NY · 211 clientsWealth managerHybrid
    No custodian reported
    $197M
  6. 12321
    Round2 Investment Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $196M
  7. 12351
    RMR Wealth ManagementNew York, NY · 189 clientsWealth managerHybrid
    Schwab 100%
    $195M
  8. 12369
    Aeref Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $194M
  9. 12376
    Cypress Ridge Capital, L.P.New York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $194M
  10. 12385
    Morgens, Waterfall, Vintiadis & Company, Inc.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $194M
  11. 12425
    Happiness in RetirementSchenectady, NY · 240 clientsWealth manager
    Schwab 100%
    $193M
  12. 12449
    First American Asset Advisory, LLCGarden City, NY · 266 clientsBroker-dealer firmHybridMorgan Wilshire Securities, Inc., clears through RBC Capital Markets
    RBC 100%
    $192M
  13. 12460
    Variadic LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $191M
  14. 12461
    Aravalli Capital Management LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $191M
  15. 12463
    Guardian Wealth Partners, LLCNew York, NY · 402 clientsWealth managerWrap sponsorHybridPark Avenue Securities LLC
    No custodian reported
    $191M
  16. 12516
    Bluerock Credit Fund Advisor, LLCNew York, NY · 1 clientsAsset managerHybridBluerock Capital Markets LLC
    No custodian reported
    $189M
  17. 12544
    Timber Point Capital ManagementWhite Plains, NY · 3 clientsAsset manager
    Fidelity 100%
    $188M
  18. 12559
    Lanx Management, LLCWhite Plains, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $188M
  19. 12567
    Infiniti Wealth ManagementBrewster, NY · 171 clientsWealth manager
    Fidelity 100%
    $187M
  20. 12571
    Gagnon AdvisorsNew York, NY · 3 clientsPrivate fund adviserHybridGagnon Securities, LLC
    No custodian reported
    $187M
  21. 12587
    Dutch Asset CorporationSelkirk, NY · 228 clientsWealth manager
    Interactive Brokers 100%
    $187M
  22. 12602
    Winthrop Partners - WNY, LLCOrchard, NY · 302 clientsWealth manager
    Raymond James 100%
    $186M
  23. 12603
    Amber Infrastructure Investment Advisor LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerBrean Capital, LLC, S2k Financial LLC
    No custodian reported
    $186M
  24. 12615
    Hudson Portfolio Management LLCGarrison, NY · 83 clientsWealth manager
    Schwab 100%
    $186M
  25. 12625
    Seven Six Capital Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $186M
  26. 12649
    Wynnefield Capital, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $185M
  27. 12655
    Cleanhill PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $184M
  28. 12689
    Miller, Gesko & Company Inc.Buffalo, NY · 80 clientsWealth manager
    Fidelity 100%
    $183M
  29. 12691
    Ives Hill Wealth ManagementDewitt, NY · 168 clientsWealth manager
    Schwab 100%
    $183M
  30. 12705
    Godfrey Financial Associates, Inc.Glenmont, NY · 395 clientsWealth manager
    Fidelity 100%
    $183M
  31. 12726
    Emmett Investment Management, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $182M
  32. 12739
    Private Client Asset Management, Inc.Massapequa, NY · 244 clientsWealth managerHybrid
    Schwab 100%
    $181M
  33. 12747
    Carry Advisors LLCBrooklyn, NY · 3,375 clientsWealth managerHybridGlobal Carry LLC
    Drivewealth 100%
    $181M
  34. 12751
    Richard Bernstein Advisors LLCNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $181M
  35. 12752
    Saperston Legacy Advisors, Inc.Hamburg, NY · 436 clientsWealth manager
    Schwab 100%
    $181M
  36. 12756
    Alpine Woods Capital Investors, LLCPurchase, NY · 3 clientsPrivate fund adviser
    Jefferies 100%
    $181M
  37. 12777
    2e Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    U.S. Bank 100%
    $180M
  38. 12779
    Daventry Group LPNew York, NY · 3 clientsAsset manager
    Northern Trust 100%
    $180M
  39. 12782
    Greenwood Investors LLCNew York, NY · 35 clientsPrivate fund adviser
    Interactive Brokers 100%
    $180M
  40. 12786
    Arc24 Management, LPNew York, NY · 6 clientsPrivate fund adviser
    J.P. Morgan 83%
    $180M

RIAs by state