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FinancialADVSR

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. 13833
    Owlhouse Capital LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $146M
  2. 13852
    RHO AccelerationNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $145M
  3. 13872
    A.G.P. Asset Management LLCNew York, NY · 2 clientsPrivate fund adviserHybridA.G.P. / Alliance Global Partners, LLC
    No custodian reported
    $144M
  4. 13879
    Totem Point Management, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $144M
  5. 13891
    Rushmont Capital ManagementNew York, NY · 2 clientsAsset manager
    J.P. Morgan 100%
    $144M
  6. 13899
    Arista Advisory Group, LLCAlbany, NY · 234 clientsWealth manager
    Schwab 100%
    $144M
  7. 13910
    Four Lion Capital, LPNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $143M
  8. 13919
    Blank Equity Management LLCPort Washington, NY · 170 clientsWealth manager
    Schwab 100%
    $143M
  9. 13932
    VCP Financial LLCStaten Island, NY · 411 clientsWealth manager
    Schwab 100%
    $143M
  10. 13933
    Stephen J. Garry & Associates, LLCGarden City, NY · 300 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $143M
  11. 13947
    Heydorn Stone Capital Management LLCLarchmont, NY · 117 clientsWealth manager
    Schwab 100%
    $142M
  12. 13951
    Abdiel Capital Advisors, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $142M
  13. 13965
    Integrated Financial Consulting, LLCAirmont, NY · 89 clientsWealth manager
    Schwab 100%
    $141M
  14. 13966
    Clarity Investments + Planning LLCMount Kisco, NY · 90 clientsWealth manager
    Fidelity 100%
    $141M
  15. 13969
    MJB Asset Management LLCNew York, NY · 108 clientsWealth manager
    Schwab 100%
    $141M
  16. 14004
    Excomp Asset Management LTDMelville, NY · 146 clientsWealth manager
    Schwab 100%
    $140M
  17. 14024
    Imperity Wealth Alliance LLCMelville, NY · 363 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $140M
  18. 14040
    Beyond Wealth Management Group, LLCNew Paltz, NY · 327 clientsWealth manager
    Assetmark Brokerage 100%
    $139M
  19. 14045
    Raven Capital Management LLCNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $139M
  20. 14070
    Constantine Barry Asset Management (cbam)New York, NY · 59 clientsWealth manager
    RBC 52%Bergos AG 48%
    $139M
  21. 14080
    Garrison Bradford & Associates IncNew York, NY · 92 clientsWealth manager
    Morgan Stanley 64%
    $138M
  22. 14081
    Stratton Capital Investment Advisory LLCNew York, NY · 663 clientsWealth manager
    Schwab 97%
    $138M
  23. 14099
    Ashbay Capital, LLCNew York,, NY · 33 clientsWealth manager
    Schwab 100%
    $138M
  24. 14100
    Fien Capital Management, LLCRochester, NY · 107 clientsWealth manager
    Schwab 100%
    $138M
  25. 14116
    Argus Investors' Counsel, Inc.New York, NY · 303 clientsWealth manager
    Fidelity 66%Schwab 34%
    $137M
  26. 14118
    Milagre Wealth Management, Inc.White Plains, NY · 414 clientsWealth manager
    No custodian reported
    $137M
  27. 14134
    Rand Capital ManagementBuffalo, NY · 4 clientsPrivate fund adviserAffiliated broker-dealerManning & Napier Investor Services, Inc.
    No custodian reported
    $137M
  28. 14137
    Re-Envision WealthNew York, NY · 91 clientsWealth manager
    Schwab 100%
    $137M
  29. 14145
    Galileo Investment ManagementNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $136M
  30. 14150
    Fithian LLCNew York, NY · 74 clientsAsset manager
    Schwab 52%BNY 27%
    $136M
  31. 14155
    BH Asset Management, LLCNew York, NY · 95 clientsWealth manager
    Fidelity 83%
    $136M
  32. 14184
    Heights Point Management, LPNew York, NY · 3 clientsPrivate fund adviser
    Northern Trust 100%
    $135M
  33. 14188
    Lightsmith Climate Resilience Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $135M
  34. 14198
    Financial Advisor Network, Inc.Farmingdale, NY · 158 clientsWealth manager
    No custodian reported
    $135M
  35. 14208
    AP Capital Delaware LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $135M
  36. 14221
    Harbinger Capital Partners LLCNew York, NY · 16 clientsPrivate fund adviser
    No custodian reported
    $134M
  37. 14224
    Equilibrium Ventures, LLCNew York, NY · 8 clientsPrivate fund adviser
    Interactive Brokers 100%
    $134M
  38. 14244
    Argo Infrastructure Management, LPNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $134M
  39. 14248
    Blue Jean Financial LLCAlbany, NY · 385 clientsWealth manager
    Schwab 100%
    $133M
  40. 14251
    Lifecapital Partners LLCNew York, NY · 297 clientsWealth manager
    Fidelity 100%
    $133M

RIAs by state