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Est. 2026The front page of wealth managementNew York

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FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch next
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 609
    Brigade Capital Management, LPNew York, NY · 111 clientsPrivate fund adviser
    BNY 41%State Street 33%Goldman Sachs 26%
    $33B
  2. 612
    26northNew York, NY · 62 clientsPrivate fund adviser
    J.P. Morgan 51%BNY 30%
    $33B
  3. 617
    Jain Global LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $32B
  4. 622
    Eagle Strategies LLCNew York, NY · 133,900 clientsWealth managerWrap sponsorHybridNylife Distributors LLC, Nylife Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 100%
    $32B
  5. 626
    Goldman Sachs Wealth Services, L.P.Cohoes, NY · 117,699 clientsWealth managerBank-affiliatedHybridGoldman Sachs & Co. LLC, Goldman Sachs Financial Markets, L.P.
    Goldman Sachs 83%
    $32B
  6. 631
    Muzinich & Co., Inc.New York, NY · 77 clientsPrivate fund adviserHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    HSBC Securities Services 64%Zurcher Kantonalbank 36%
    $31B
  7. 633
    BC Partners PE L.P.New York, NY · 4 clientsPrivate fund adviserHybridBC Partners Securities LLC
    No custodian reported
    $31B
  8. 634
    Tiedemann Advisors, LLCNew York, NY · 461 clientsWealth managerPublic-company ownedAffiliated broker-dealer
    Fidelity 70%
    $31B
  9. 637
    TJC LPNew York, NY · 48 clientsPrivate fund adviser
    No custodian reported
    $31B
  10. 639
    Blackstone CLO Management LLCNew York, NY · 78 clientsPrivate fund adviserHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    No custodian reported
    $31B
  11. 643
    Marathon Asset Management, L.P.New York, NY · 137 clientsPrivate fund adviser
    BNY 37%
    $30B
  12. 654
    BTG Pactual Asset Management US , LLCNew York, NY · 616 clientsPrivate fund adviserHybridBTG Pactual Argentina S.A.U., BTG Pactual Capital S.A. De C.V. Sofom, clears through Pershing
    CF Secured 88%
    $30B
  13. 655
    Gotham Asset Management, LLCNew York, NY · 289 clientsAsset managerHybrid
    Merrill / Bank of America 43%Pershing 31%Morgan Stanley 26%
    $30B
  14. 657
    Apollo Credit Management, LLCNew York, NY · 8 clientsAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $30B
  15. 662
    Jpmorgan Alternative Asset ManagementNew York, NY · 329 clientsPrivate fund adviserHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    J.P. Morgan 70%Northern Trust 30%
    $30B
  16. 663
    Epoch Investment Partners, Inc.New York, NY · 757 clientsAsset managerAffiliated broker-dealerTD Financial Products LLC, TD Private Client Wealth LLC, clears through Pershing
    CIBC Mellon 49%
    $30B
  17. 664
    Franklin Templeton Institutional, LLCNew York, NY · 113 clientsAsset managerHybridClarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited
    BNY 44%State Street 40%
    $30B
  18. 667
    Invesco Senior Secured Management, Inc.New York, NY · 51 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    State Street 30%Euroclear 28%U.S. Bank 23%
    $29B
  19. 672
    Partners Group (USA) Inc.New York, NY · 58 clientsAsset managerHybrid
    No custodian reported
    $29B
  20. 673
    Wafra Inc.New York, NY · 106 clientsPrivate fund adviser
    Royal Bank of Canada (CI) LTD 100%
    $29B
  21. 677
    DBX Advisors LLCNew York, NY · 1 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
    No custodian reported
    $29B
  22. 679
    Diameter Capital Partners LPNew York, NY · 44 clientsPrivate fund adviser
    No custodian reported
    $29B
  23. 680
    Third Point LLCNew York, NY · 65 clientsPrivate fund adviser
    BNY 100%
    $29B
  24. 683
    HPS Advisors, LLCNew York, NY · 2 clientsAsset managerHybridHPS Securities, LLC
    No custodian reported
    $29B
  25. 687
    Silvercrest Asset Management Group LLCNew York, NY · 1,205 clientsWealth managerPublic-company owned
    Schwab 52%Pershing 48%
    $28B
  26. 688
    Benefit Street Partners L.L.C.New York, NY · 74 clientsPrivate fund adviserHybridFranklin Distributors, LLC
    No custodian reported
    $28B
  27. 689
    Pretium Residential Credit Management, LLCNew York, NY · 36 clientsPrivate fund adviserHybridPretium Securities, LLC
    U.S. Bancorp Investments 79%
    $28B
  28. 690
    Baker Brothers InvestmentsNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $28B
  29. 693
    Arini Capital Management US LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $28B
  30. 694
    Anchorage Capital Advisors, L.P.New York, NY · 116 clientsPrivate fund adviser
    BNY 69%Goldman Sachs 31%
    $28B
  31. 696
    Towerbrook Capital PartnersNew York, NY · 62 clientsPrivate fund adviserHybridTowerbrook Financial, L.P.
    No custodian reported
    $28B
  32. 697
    Bregal Investments, Inc.New York, NY · 44 clientsPrivate fund adviserAffiliated broker-dealerBregal Sagemount Credit Solutions GP LLC, Bregal Sagemount Credit Solutions O General Partner Limited
    No custodian reported
    $28B
  33. 700
    Kirkoswald Asset Management LLCNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $27B
  34. 706
    Aquarian Holdings Investment Management LLCNew York, NY · 16 clientsAsset manager
    BNY 43%U.S. Bank 25%
    $27B
  35. 710
    Arax Advisory PartnersNew York, NY · 15,662 clientsWealth managerHybridUsca Securities LLC, clears through National Financial Services (Fidelity)
    Fidelity 58%Schwab 32%
    $27B
  36. 716
    Summit Rock Advisors, LPNew York, NY · 72 clientsPrivate fund adviser
    Sanford C. Bernstein & Co. 51%Schwab 49%
    $26B
  37. 717
    Fred Alger Management, LLCNew York, NY · 3,068 clientsAsset managerHybridAlger Management, (singapore) PTE. LTD., Alger Management, LTD
    J.P. Morgan 53%Northern Trust 47%
    $26B
  38. 723
    Blue Owl Insurance SolutionsNew York, NY · 11 clientsAsset managerAffiliated broker-dealerBlue Owl Securities LLC
    J.P. Morgan 68%U.S. Bank 32%
    $26B
  39. 726
    AGL Credit Management LLCNew York, NY · 58 clientsPrivate fund adviser
    No custodian reported
    $26B
  40. 728
    Pretium Single-Family Rental Manager III, LLCNew York, NY · 26 clientsPrivate fund adviserHybridPretium Securities, LLC
    J.P. Morgan 100%
    $26B

RIAs by state