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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. 15524
    Pura Vida Investments, LLCNew York, NY · 12 clientsPrivate fund adviser
    J.P. Morgan 100%
    $91M
  2. 15528
    Atla Capital Management LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $91M
  3. 15538
    Conrad Capital Management, Inc.Hauppauge, NY · 132 clientsWealth managerHybrid
    Schwab 100%
    $91M
  4. 15540
    Weatherhelm Capital Management LLCCambridge, NY · 77 clientsWealth manager
    Interactive Brokers 100%
    $91M
  5. 15543
    Washington Square Capital Management LLCNew York, NY · 46 clientsWealth manager
    Schwab 100%
    $90M
  6. 15548
    Oak Crest Advisory, LLCRochester, NY · 222 clientsWealth managerHybrid
    Schwab 100%
    $90M
  7. 15549
    Weiss Financial Group LLCMahopac, NY · 109 clientsWealth manager
    Schwab 75%Altruist 25%
    $90M
  8. 15560
    Prolific SolutionsNew York, NY · 57 clientsWealth manager
    Schwab 100%
    $88M
  9. 15563
    Lexion Capital Management LPNew York, NY · 85 clientsWealth manager
    No custodian reported
    $88M
  10. 15565
    IBN Financial Services, IncLiverpool, NY · 519 clientsBroker-dealer firmHybrid
    Axos 100%
    $88M
  11. 15567
    The Wealthplan LLCGreat Neck, NY · 132 clientsWealth manager
    Schwab 100%
    $87M
  12. 15570
    Yearwood Young AdvisorsBrooklyn, NY · 24 clientsWealth manager
    Schwab 100%
    $87M
  13. 15573
    LK Financial Planning LLCNew York, NY · 9 clientsWealth manager
    Fidelity 100%
    $87M
  14. 15576
    Seahorse Financial Advisers Inc.Millbrook, NY · 20 clientsWealth manager
    Schwab 100%
    $87M
  15. 15578
    Eagan Capital Management, LLCFayetteville, NY · 222 clientsWealth manager
    No custodian reported
    $86M
  16. 15579
    Mace Capital Management, LLCNew York, NY · 64 clientsWealth manager
    Schwab 100%
    $86M
  17. 15580
    Arrow Investment Management, LLCNew York, NY · 1 clientsAsset managerAffiliated broker-dealerArrow Analytics Securities, LLC
    Raymond James 100%
    $86M
  18. 15581
    Private Equity Investors, Inc.New York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $85M
  19. 15582
    ATW Spac Management LLCNew York, NY · 2 clientsPrivate fund adviserAffiliated broker-dealerChardan Capital Markets LLC, clears through Wedbush
    No custodian reported
    $85M
  20. 15585
    Idyllic Partners Manager, LPSleepy Hollow, NY · 2 clientsAsset manager
    No custodian reported
    $85M
  21. 15588
    Group RMC Investment Advisor LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $85M
  22. 15590
    Erez Asset Management, LLCNew Rochelle, NY · 3 clientsPrivate fund adviser
    BNP Paribas Securities 100%
    $84M
  23. 15591
    Complete AdvisorsValley Stream, NY · 25 clientsWealth manager
    Schwab 79%
    $84M
  24. 15592
    Lehmann, Livian, Fridson Advisors, LLCNew York, NY · 53 clientsWealth manager
    Schwab 51%Fidelity 49%
    $84M
  25. 15594
    Western New York Financial Group, LLCBuffalo, NY · 206 clientsWealth manager
    Schwab 51%Fidelity 49%
    $84M
  26. 15597
    Greycliff Wealth Management, LLCNew York, NY · 146 clientsWealth manager
    Schwab 100%
    $84M
  27. 15599
    WelaraNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $84M
  28. 15600
    Parataxis Capital Management LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $84M
  29. 15602
    Double Duty Money Management LLCNew York, NY · 14 clientsWealth manager
    Vanguard 73%Interactive Brokers 27%
    $84M
  30. 15605
    Northstar Capital Funds, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $83M
  31. 15607
    Lumiere FinancialNew York, NY · 116 clientsWealth managerHybrid
    Schwab 100%
    $83M
  32. 15608
    Hyjc Capital of WNYLakeville, NY · 275 clientsWealth managerHybrid
    Schwab 100%
    $83M
  33. 15610
    Winthrop Partners - EPA, LLCOrchard, NY · 174 clientsWealth manager
    Raymond James 100%
    $82M
  34. 15612
    Ivesta CorpNew York, NY · 1 clientsAsset manager
    Societe Generale Luxembourg 55%BGL BNP Paribas 28%
    $82M
  35. 15614
    L&l Partners Wealth Management, LLCSuffern, NY · 77 clientsWealth manager
    Fidelity 100%
    $82M
  36. 15615
    Dasta Investments LLCNew York, NY · 27,037 clientsWealth managerHybridDUB Financial, LLC
    Apex Fintech 100%
    $82M
  37. 15618
    Betteredge Capital LLCNew York, NYAsset manager
    Citi 100%
    $81M
  38. 15622
    Colucci Wealth Management LLCBrightwaters, NY · 27 clientsWealth manager
    No custodian reported
    $81M
  39. 15623
    Mollot & Hardy, Inc.Amherst, NY · 77 clientsWealth managerHybrid
    Pershing 84%
    $81M
  40. 15624
    Nottingham Wealth Partners, Inc.Syracuse, NY · 142 clientsWealth managerBank-affiliatedHybrid
    Assetmark Brokerage 83%
    $80M

RIAs by state