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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. 12815
    AJF Capital Management, Inc.New York, NY · 313 clientsWealth managerWrap sponsorHybrid
    Pershing 100%
    $179M
  2. 12822
    Index Technologies Group LLCNew York, NY · 40 clientsAsset manager
    Raymond James 100%
    $178M
  3. 12825
    Candelo Capital Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $178M
  4. 12827
    Lansing Management, LPNew York, NY · 3 clientsPrivate fund adviser
    Morgan Stanley 100%
    $178M
  5. 12834
    Oppenheimer Alternative Investment Management, LLCNew York, NY · 7 clientsPrivate fund adviserHybridOppenheimer & Co. Inc., Oppenheimer Europe LTD
    No custodian reported
    $178M
  6. 12852
    Marathon Mission, Inc.Latham, NY · 226 clientsWealth manager
    Schwab 100%
    $177M
  7. 12868
    Collins Advisors, LLCBuffalo, NY · 581 clientsWealth manager
    Raymond James 100%
    $176M
  8. 12879
    Nine Left Capital LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $176M
  9. 12882
    Sovereign Asset ManagementAmherst, NY · 350 clientsWealth manager
    Fidelity 100%
    $176M
  10. 12901
    Feenix Venture Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $175M
  11. 12902
    Penbrook Management LLCNew York, NY · 81 clientsWealth managerHybrid
    Pershing 100%
    $175M
  12. 12911
    Cicc Alpha Investment Management (USA), LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerCicc US Securities, Inc.
    No custodian reported
    $175M
  13. 12920
    Income & Asset Advisory, Inc.Armonk, NY · 287 clientsWealth managerHybrid
    Fidelity 81%
    $175M
  14. 12925
    Arrow Capital Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $175M
  15. 12928
    HMC Capital USNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $175M
  16. 12930
    Capstone Investment Financial Group, LLCWebster, NY · 392 clientsWealth managerWrap sponsor
    Schwab 100%
    $175M
  17. 12932
    Two Parks Capital LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $175M
  18. 12934
    A.G. Morgan Financial Advisors, LLCMassapequa, NY · 387 clientsWealth manager
    No custodian reported
    $175M
  19. 12938
    UnlimitedNew York, NY · 2 clientsAsset managerHybrid
    No custodian reported
    $174M
  20. 12940
    Davidov Wealth Group, LLCGarden City, NY · 363 clientsWealth manager
    Schwab 100%
    $174M
  21. 12950
    Murphy & Mullick Capital Management CorpSmithtown, NY · 436 clientsWealth managerHybrid
    Schwab 80%
    $174M
  22. 12990
    Barington Companies Investors, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $173M
  23. 12991
    Haybeach Capital Management, LLCRye, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $173M
  24. 13016
    Steinberg Asset Management, LLCNew York, NY · 30 clientsWealth manager
    Pershing 100%
    $172M
  25. 13029
    Triangle Investment Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    U.S. Bank 100%
    $172M
  26. 13037
    White HAT Capital Partners LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $171M
  27. 13056
    Hegarty Advisors, LLCGarden City, NY · 101 clientsWealth manager
    Schwab 100%
    $171M
  28. 13088
    Stillpoint Investments LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $170M
  29. 13099
    Delos Capital Management, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $170M
  30. 13104
    Clara Vista Management Company LLCNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $169M
  31. 13134
    Boyd CapitalRochester, NY · 281 clientsWealth managerWrap sponsor
    No custodian reported
    $168M
  32. 13162
    Great Path PlanningGoshen, NY · 66 clientsWealth manager
    Schwab 100%
    $167M
  33. 13167
    Armory Capital Management, LLCSyracuse, NY · 95 clientsWealth manager
    Schwab 100%
    $167M
  34. 13183
    Totem Macro Asset Management LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $167M
  35. 13191
    TR Capital Management, LLCRockville Centre, NY · 7 clientsPrivate fund adviser
    Wilmington Trust 68%
    $166M
  36. 13199
    W & S Management Services, Inc.Rochester, NY · 487 clientsWealth manager
    Schwab 100%
    $166M
  37. 13264
    Nihon Global Growth Partners Management, Inc.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $163M
  38. 13272
    Five Eleven PartnersGarden City, NY · 5 clientsWealth manager
    Fidelity 100%
    $163M
  39. 13307
    Lynnleigh & Company, LLCPittsford, NY · 288 clientsWealth manager
    Schwab 100%
    $162M
  40. 13308
    Pincus Capital Management, LPNew York, NY · 17 clientsWealth manager
    J.P. Morgan 84%
    $162M

RIAs by state