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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. 13309
    Flfs Advisory LLCVictor, NY · 203 clientsWealth managerHybrid
    Dunham 100%
    $161M
  2. 13339
    Summation Capital Management, L.P.New York, NY · 9 clientsPrivate fund adviser
    No custodian reported
    $161M
  3. 13344
    Fenix TradingNew York, NY · 447 clientsWealth managerHybridFenix Securities, LLC
    Stonex Financial 100%
    $160M
  4. 13395
    R.S. Petrell & Associates, LLC D/b/a Strategic Wealth AdvisorsDewitt, NY · 291 clientsWealth managerHybrid
    No custodian reported
    $159M
  5. 13400
    Phoenician Capital LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $159M
  6. 13417
    BPC Advisors LLCEast Syracuse, NY · 126 clientsWealth manager
    Schwab 100%
    $158M
  7. 13424
    H Partners Management LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $158M
  8. 13432
    Clarus Group LLCNew York, NY · 182 clientsWealth manager
    Schwab 100%
    $158M
  9. 13449
    Merida Capital Holdings LLCRye, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $157M
  10. 13457
    Prism Planning and Solutions GroupWhite Plains, NY · 426 clientsWealth manager
    No custodian reported
    $157M
  11. 13460
    Rooted Planning GroupCorning, NY · 229 clientsWealth manager
    Schwab 100%
    $157M
  12. 13477
    Eltura Capital Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $156M
  13. 13479
    Sportsology Capital PartnersNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $156M
  14. 13517
    Quartus Investment Advisors LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $155M
  15. 13521
    Elm Ridge Management, LLCBriarcliff Manor, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $155M
  16. 13539
    Union Square Park Capital Management, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $154M
  17. 13577
    Manhattan Wealth Management GroupNew York, NY · 319 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $153M
  18. 13578
    The Lind Partners, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $153M
  19. 13586
    Livian & Co.New York, NY · 70 clientsWealth manager
    Fidelity 100%
    $153M
  20. 13598
    Cordoba Capital Partners, LLCNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $153M
  21. 13606
    Northlanding Financial Partners, LLCRochester, NY · 172 clientsWealth manager
    Fidelity 99%
    $152M
  22. 13617
    H Squared Management LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $152M
  23. 13655
    Karani Asset Management LLCNew York, NY · 43 clientsAsset manager
    State Street 57%Fiduciary Trust 30%
    $151M
  24. 13667
    Old Bridge Wealth, IncSyosset, NY · 296 clientsWealth managerHybrid
    Schwab 100%
    $151M
  25. 13671
    North Woods Wealth ManagementBuffalo, NY · 194 clientsWealth manager
    Schwab 100%
    $150M
  26. 13673
    Invidia Capital Management, L.P.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $150M
  27. 13681
    Secondmarket Financial, LLCNew York, NY · 25 clientsPrivate fund adviserHybridNPM Securities, LLC, Nasdaq Capital Markets Advisory LLC
    No custodian reported
    $150M
  28. 13691
    AlpacaNew York, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $150M
  29. 13693
    Cavalcade Capital LLCNew York, NYWealth manager
    Goldman Sachs 79%
    $150M
  30. 13694
    Clearbrook Investment Solutions LLCNew York, NY · 48 clientsWealth manager
    Schwab 71%Commerce Bank 29%
    $150M
  31. 13697
    Konektis CapitalNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $150M
  32. 13715
    Chamonix Partners Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserHybridNatixis Distribution, LLC, Natixis S.A.
    No custodian reported
    $149M
  33. 13719
    VIS Advisors, LPNew York, NY · 4 clientsPrivate fund adviser
    UBS 100%
    $149M
  34. 13749
    Geovest Advisors IncFairport, NY · 150 clientsWealth manager
    Schwab 100%
    $148M
  35. 13753
    Catchment Capital, L.P.New York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $148M
  36. 13767
    Chelsea Advisory Services, IncStaten Island, NY · 552 clientsWealth managerHybridChelsea Morgan Securities, Inc.
    Hilltop Securities 100%
    $147M
  37. 13774
    Cross Shore Capital Management, LLCGreat Neck, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $147M
  38. 13792
    Moelis Capital Partners LLCNew York, NY · 7 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
    No custodian reported
    $147M
  39. 13813
    Core Alpha, Inc.Rochester, NY · 321 clientsWealth managerHybridMutual Funds Associates Inc.
    Fidelity 82%
    $146M
  40. 13826
    Scalebuilder, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $146M

RIAs by state