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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. 15625
    Ever Green Wealth Management, LLCVictor, NY · 363 clientsWealth manager
    Schwab 100%
    $80M
  2. 15626
    Abernathy Group II LLCNew York, NY · 34 clientsWealth managerHybrid
    Schwab 100%
    $80M
  3. 15627
    Federal PrepBohemia, NY · 637 clientsWealth manager
    Schwab 56%Fidelity 43%
    $80M
  4. 15628
    Seaport Global Asset Management LLCNew York, NY · 10 clientsPrivate fund adviserHybridLiquidity Apac PTE LTD, Liquidity Finance (hong Kong) Limited
    No custodian reported
    $80M
  5. 15630
    2xideasNew York, NY · 1 clientsAsset manager
    State Street 100%
    $80M
  6. 15631
    Minerva Wealth AdvisoryNew York, NY · 35 clientsWealth manager
    Schwab 100%
    $80M
  7. 15632
    Constellation Asset Management, Inc.Fayetteville, NY · 64 clientsWealth manager
    Schwab 100%
    $79M
  8. 15633
    Queenbridge Capital, LLCPittsford, NY · 58 clientsWealth manager
    Schwab 100%
    $79M
  9. 15634
    Pathway Partners Wealth Advisors, LLCAmherst, NY · 367 clientsWealth manager
    Schwab 100%
    $79M
  10. 15636
    Bruderman Private WealthLocust Valley, NY · 36 clientsWealth manager
    Schwab 100%
    $79M
  11. 15638
    Revere Wealth Management LLCNew York, NY · 101 clientsBroker-dealer firmHybridRevere Securities LLC
    Stonex Financial 81%
    $78M
  12. 15640
    Amazz Investment Management, Inc.Williamsville, NY · 120 clientsWealth manager
    No custodian reported
    $78M
  13. 15641
    Pearl Lane Advisors, LLCNew York, NY · 1 clientsPrivate fund adviserHybridHRC Fund Associates, LLC
    No custodian reported
    $78M
  14. 15645
    Arrowhead Investment Management LLCWhite Plains, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $78M
  15. 15650
    GPS Financial, LLCPittsford, NY · 263 clientsWealth manager
    Schwab 100%
    $77M
  16. 15653
    Dryden Capital, LLCNew York, NY · 4 clientsAsset manager
    Northern Trust 52%WCI 38%
    $77M
  17. 15655
    Cathay Capital NA, LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $77M
  18. 15658
    O Asset Management LLCFairport, NY · 2 clientsWealth manager
    Goldman Sachs 51%Stifel, Nicolaus & Company, Incorporated 49%
    $76M
  19. 15664
    SQN Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $75M
  20. 15665
    Kane FinancialWaterville, NY · 296 clientsWealth manager
    Schwab 100%
    $75M
  21. 15666
    Halo Investment Services, LLCManhasset, NYAsset managerHybridHalo Securities, LLC
    No custodian reported
    $75M
  22. 15667
    Clover Leaf Financial LLCFairport, NY · 223 clientsWealth managerWrap sponsor
    No custodian reported
    $75M
  23. 15670
    Mountain Pass PlanningHopewell Junction, NY · 129 clientsWealth manager
    Altruist 100%
    $75M
  24. 15672
    HLV VenturesHauppauge, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $75M
  25. 15676
    Lytle InvestmentsGrand Island, NY · 204 clientsWealth managerHybrid
    Schwab 100%
    $74M
  26. 15684
    Sage Hill Advisory and Management LLCSaratoga Springs, NY · 20 clientsWealth managerHybrid
    Morgan Stanley 0%Pershing 0%Equitable 0%Jackson National Life Distributors 0%
    $73M
  27. 15685
    Countryside Financial LLCWilliamsville, NY · 248 clientsWealth managerWrap sponsor
    Fidelity 78%
    $73M
  28. 15688
    Tactical Rotation Management, LLCForest Hills, NY · 3 clientsAsset manager
    No custodian reported
    $73M
  29. 15690
    Periphas Capital, LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $73M
  30. 15691
    WPM Wealth Advisors LLCSaratoga Springs, NY · 353 clientsWealth managerWrap sponsor
    Schwab 100%
    $72M
  31. 15694
    R. Seeger Wealth Management, LTDLindenhurst, NY · 67 clientsWealth managerWrap sponsor
    Schwab 100%
    $72M
  32. 15696
    Franco Financial Advisors, Inc.New York, NY · 39 clientsWealth manager
    Schwab 100%
    $72M
  33. 15699
    Silver Advisors, LLCNew York, NY · 14 clientsWealth manager
    J.P. Morgan 84%
    $72M
  34. 15700
    NGC Financial, LLCBayside, NY · 112 clientsBroker-dealer firmHybridNGC Financial, LLC
    No custodian reported
    $72M
  35. 15704
    Obra Fund Management, LLCNew York, NY · 3 clientsAsset manager
    No custodian reported
    $72M
  36. 15705
    Schultze Asset Management, LPRye Brook, NY · 16 clientsPrivate fund adviser
    J.P. Morgan 50%Schwab 50%
    $72M
  37. 15708
    HV Capital ManagementMontgomery, NY · 60 clientsWealth manager
    Schwab 100%
    $72M
  38. 15709
    Madison Global Advisors LLCHauppauge, NY · 233 clientsBroker-dealer firmHybridMadison Global Partners LLC
    No custodian reported
    $71M
  39. 15711
    Azura Partners US LLCNew York, NY · 2 clientsPrivate fund adviserHybrid
    No custodian reported
    $71M
  40. 15712
    Main Street FinancialPurchase, NY · 98 clientsWealth manager
    Fidelity 100%
    $71M

RIAs by state