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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. 14257
    The Hajdari Group, LLCStaten Island, NY · 254 clientsWealth manager
    Schwab 100%
    $133M
  2. 14259
    Grimaldi Portfolio Solutions, IncWappingers Falls, NY · 300 clientsWealth manager
    No custodian reported
    $133M
  3. 14263
    Safran Wealth Advisors, LLCNew York, NY · 98 clientsWealth manager
    Schwab 100%
    $133M
  4. 14264
    Schonfeld Wealth Management, LLCBrooklyn, NY · 159 clientsWealth managerHybrid
    Schwab 100%
    $133M
  5. 14268
    ARI Group, LLCNew York, NY · 15 clientsWealth manager
    J.P. Morgan 76%Interactive Brokers 23%
    $133M
  6. 14277
    JLL Partners FCH, Inc.New York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $132M
  7. 14302
    RDG Capital Management LLCPittsford, NY · 91 clientsWealth manager
    Schwab 68%
    $132M
  8. 14319
    Layline AdvisorsRochester, NY · 121 clientsWealth managerWrap sponsor
    Schwab 100%
    $131M
  9. 14327
    Ronin Equity Partners LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $131M
  10. 14334
    MAN Capital Management LLCNew York, NY · 1 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $131M
  11. 14352
    Montgomery Capital Advisors LLCNew York, NY · 51 clientsWealth manager
    No custodian reported
    $130M
  12. 14354
    Wise Wealth Management, LLCNew York, NY · 79 clientsWealth manager
    Schwab 100%
    $130M
  13. 14366
    Sophis Investments LLCNew York, NY · 41 clientsWealth manager
    Pershing 72%Schwab 28%
    $130M
  14. 14368
    R. F. Lafferty & Co., Inc.New York, NY · 125 clientsBroker-dealer firmHybrid
    No custodian reported
    $130M
  15. 14408
    Hudson Heritage Capital Management, Inc.Croton-On-Hudson, NY · 300 clientsBroker-dealer firmHybridHudson Heritage Capital Management, Inc.
    No custodian reported
    $129M
  16. 14453
    Citigroup Alternative Investments LLCNew York, NY · 13 clientsPrivate fund adviserHybridCitigroup Global Markets Inc.
    Goldman Sachs 100%
    $127M
  17. 14475
    Bone Fide WealthNew York, NY · 181 clientsWealth manager
    Altruist 100%
    $127M
  18. 14490
    P&a Capital AdvisorsNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $126M
  19. 14502
    Adirondack Research & Management Inc.Guilderland, NY · 85 clientsWealth manager
    Fidelity 100%
    $126M
  20. 14510
    Eagle's Crest Advisors, LLCHuntington, NY · 60 clientsWealth manager
    Altruist 83%
    $126M
  21. 14517
    Liontree Partners LLCNew York, NY · 9 clientsPrivate fund adviserHybridLiontree Advisors LLC, Liontree Advisors UK LLP
    No custodian reported
    $125M
  22. 14523
    Downtown Investment AdvisoryWhite Plains, NY · 59 clientsWealth manager
    Schwab 87%
    $125M
  23. 14535
    Abbondandolo Wealth Management CorpGlen Cove, NY · 244 clientsWealth manager
    SEI 100%
    $125M
  24. 14567
    Merryfield Barnes, LLCIthaca, NY · 200 clientsWealth manager
    Pershing 100%
    $124M
  25. 14574
    Brooklawn Capital AdvisorsNew York, NY · 10 clientsWealth manager
    Schwab 100%
    $124M
  26. 14608
    Valliance Asset Management LLCNew York, NY · 2 clientsPrivate fund adviser
    Morgan Stanley 100%
    $123M
  27. 14609
    ArkhouseNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $123M
  28. 14637
    FSC Wealth Advisors, LLCFishkill, NY · 688 clientsWealth managerHybrid
    Broadridge Business Process Outsourcing 38%Fidelity 37%Schwab 25%
    $122M
  29. 14668
    Connective Portfolio Management, LLCNew York, NY · 14 clientsAsset manager
    Wealth 62%Pershing 38%
    $121M
  30. 14678
    ROC Partners (US) LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $121M
  31. 14683
    Jbglobal.com LLCNew York, NY · 50 clientsWealth manager
    Schwab 100%
    $121M
  32. 14721
    Marathon Partners Equity Management, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $120M
  33. 14761
    Exceed Advisory LLCNew York, NY · 92 clientsWealth manager
    Schwab 100%
    $119M
  34. 14764
    Minko WealthBrooklyn, NY · 152 clientsWealth manager
    Schwab 100%
    $119M
  35. 14778
    Savvy Labs IncNew York, NY · 9 clientsAsset manager
    No custodian reported
    $119M
  36. 14783
    Bruckmann, Rosser, Sherrill & Co., Management, L.P.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $119M
  37. 14818
    Hunt Investment Management, LLCNew York, NY · 3 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    No custodian reported
    $118M
  38. 14831
    Buckram Securities LTDLocust Valley, NY · 173 clientsBroker-dealer firmHybrid
    No custodian reported
    $117M
  39. 14860
    Alsworth Capital Management, LLCCorning, NY · 177 clientsWealth manager
    Schwab 100%
    $117M
  40. 14863
    Hayes Asset Management, LLCRochester, NY · 112 clientsWealth manager
    No custodian reported
    $117M

RIAs by state