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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. 15291
    Cedarview Capital Management, LPWoodmere, NY · 93 clientsPrivate fund adviser
    Raymond James 100%
    $105M
  2. 15339
    Invictus Timing Service LTDWestbury, NY · 286 clientsWealth manager
    Axos 100%
    $103M
  3. 15351
    Coast Capital Management, LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $103M
  4. 15365
    Hunt Capital Management, LLCNew York, NY · 1 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    No custodian reported
    $102M
  5. 15372
    Onewelth IncNew York, NY · 7 clientsAsset manager
    Stifel, Nicolaus & Company, Incorporated 52%Two Ocean Trust 48%
    $102M
  6. 15375
    Cornwall Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $102M
  7. 15378
    Blantyre Capital US LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $102M
  8. 15384
    Bespoke Investment Group, LLCHarrison, NY · 59 clientsWealth manager
    Schwab 100%
    $101M
  9. 15392
    RGA Investment Advisors, LLCGreat Neck, NY · 100 clientsWealth manager
    Schwab 100%
    $101M
  10. 15396
    Brave Eagle Wealth ManagementNew York, NY · 107 clientsWealth manager
    Interactive Brokers 100%
    $101M
  11. 15424
    Ferghana Investment Partners, LPNew York, NY · 1 clientsAsset manager
    Citi 100%
    $100M
  12. 15427
    Acacia Asset Management LLCNew York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $100M
  13. 15431
    Stonebridge Partners LLCWhite Plains, NY · 14 clientsPrivate fund adviser
    No custodian reported
    $99M
  14. 15433
    13d Management LLCNew York, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $99M
  15. 15434
    Arex Capital Management, LPNew York, NY · 12 clientsPrivate fund adviser
    Goldman Sachs 87%
    $99M
  16. 15436
    Waterfront Capital Partners LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $99M
  17. 15442
    Lake Road Advisors, LLCCorning, NY · 137 clientsWealth manager
    Altruist 79%
    $99M
  18. 15444
    Luther Forest Wealth Advisors, L.L.C.Malta, NY · 214 clientsWealth manager
    Schwab 100%
    $99M
  19. 15451
    Muzinich Direct Lending Adviser, LLCNew York, NY · 1 clientsAsset managerHybridMuzinich & Co. (ireland) Limited, Muzinich & Co. (singapore) PTE. Limited
    No custodian reported
    $98M
  20. 15459
    Manispace CapitalNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $97M
  21. 15460
    Aspire Strategist Portfolios LLCNew York, NY · 6 clientsAsset manager
    Fidelity 100%
    $97M
  22. 15463
    Stratacore Capital Management, LLC.New York, NY · 111 clientsWealth manager
    Schwab 76%Interactive Brokers 24%
    $97M
  23. 15466
    UOB Global Capital LLCNew York, NY · 3 clientsPrivate fund adviserHybridUOB Global Equity Sales LLC, UOB KAY Hian PTE Limited
    No custodian reported
    $97M
  24. 15478
    SM InvestorsNew York, NY · 6 clientsPrivate fund adviser
    Jefferies 100%
    $95M
  25. 15479
    Nosuris, Inc.Lynbrook, NY · 200 clientsWealth managerHybrid
    Betterment 50%Fidelity 50%
    $95M
  26. 15480
    MON Capital Management LLCNew York, NY · 4 clientsAsset manager
    UBS 100%
    $95M
  27. 15483
    Lyon Capital Management, LLCPittsford, NY · 92 clientsWealth manager
    Schwab 100%
    $95M
  28. 15487
    Wingspan Capital, LLCNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $95M
  29. 15490
    Circle N Advisors, LLCFishkill, NY · 104 clientsWealth manager
    LPL Financial 100%
    $94M
  30. 15491
    Bayridge Financial Group, Inc.Rockville Centre, NY · 488 clientsWealth managerHybrid
    Schwab 100%
    $94M
  31. 15492
    Luesink Stenstrom FinancialNew York, NY · 50 clientsWealth manager
    Fidelity 100%
    $94M
  32. 15493
    Gravity Capital Management LLCNew York, NY · 28 clientsAsset manager
    Schwab 64%Northern Trust 36%
    $94M
  33. 15494
    Target Rock Wealth Management, LLCNew York, NY · 88 clientsWealth manager
    Schwab 100%
    $94M
  34. 15495
    Walnut Investment Services LLCBrooklyn, NY · 199 clientsWealth manager
    Fidelity 100%
    $94M
  35. 15496
    Henley & Company Wealth Management LLCUniondale, NY · 71 clientsWealth managerWrap sponsorHybridHenley & Company LLC
    Pershing 100%
    $94M
  36. 15497
    Voss Wealth ManagementEndicott, NY · 69 clientsWealth manager
    Schwab 100%
    $94M
  37. 15507
    Thinking Big FinancialBrooklyn, NY · 93 clientsWealth manager
    Altruist 100%
    $93M
  38. 15508
    Oppenheimer + Close, LLCNew York, NY · 127 clientsWealth manager
    Pershing 100%
    $93M
  39. 15514
    Tekmen Wells LLCNew York, NY · 23 clientsWealth managerWrap sponsor
    Pershing 100%
    $92M
  40. 15522
    Buffalo First Wealth Management, LLCWilliamsville, NY · 583 clientsWealth manager
    Fidelity 72%Altruist 28%
    $92M

RIAs by state