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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. 15713
    Monthie Wealth AdvisorsLatham, NY · 115 clientsWealth manager
    Schwab 100%
    $71M
  2. 15717
    Fiduciary Management Group, LLCNew York, NY · 52 clientsWealth manager
    Schwab 100%
    $71M
  3. 15720
    Percent Advisors LLCNew York, NY · 28 clientsPrivate fund adviserHybridPercent Securities, LLC
    No custodian reported
    $70M
  4. 15722
    IBN Advisory Services, Inc.Liverpool, NY · 197 clientsWealth managerHybridIBN Financial Services, Inc.
    Schwab 100%
    $70M
  5. 15723
    Rochester InvestmentsRochester, NY · 147 clientsWealth manager
    Schwab 100%
    $70M
  6. 15729
    Shield Wealth AdvisorsWilliamsville, NY · 109 clientsWealth manager
    Schwab 100%
    $68M
  7. 15730
    Bleecker Street Capital Management, LLCBrooklyn, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $68M
  8. 15731
    Parlin Advisors LLCHague, NY · 54 clientsWealth manager
    Schwab 100%
    $68M
  9. 15732
    Iconoclastic Capital Management LLCRochester, NY · 141 clientsWealth manager
    Altruist 100%
    $68M
  10. 15733
    Peak Altitude Partners, LPNew York, NY · 2 clientsAsset managerHybrid
    No custodian reported
    $68M
  11. 15736
    Occam Capital Management, LLCPittsford, NY · 147 clientsWealth manager
    Schwab 100%
    $67M
  12. 15738
    Vanquour LLCNew York, NY · 27 clientsWealth manager
    RBC 100%
    $67M
  13. 15739
    Honeoye Falls Capital LLCHoneoye Falls, NY · 17 clientsWealth manager
    No custodian reported
    $67M
  14. 15744
    Alinea Advisory Services LLCNew York, NY · 115,693 clientsWealth managerWrap sponsor
    No custodian reported
    $67M
  15. 15745
    Clarion Call CapitalNew York, NYAsset manager
    Schwab 100%
    $66M
  16. 15746
    C & C Financial Services, Inc.Great Neck, NY · 46 clientsWealth manager
    Schwab 70%HSBC Private Bank 30%
    $66M
  17. 15747
    ACE & Company New York, Inc.New York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $66M
  18. 15749
    Shope Advisors GroupCamillus, NY · 86 clientsWealth managerHybrid
    Fidelity 100%
    $66M
  19. 15750
    Stewardship Financial PlanningTarrytown, NY · 39 clientsWealth manager
    Schwab 100%
    $66M
  20. 15751
    Kineo Capital LLCNew York, NY · 18 clientsPrivate fund adviser
    Interactive Brokers 100%
    $65M
  21. 15754
    N Financial PlansHuntington, NY · 95 clientsWealth manager
    Schwab 86%
    $65M
  22. 15755
    Malatai Capital LLCNew York, NY · 38 clientsWealth manager
    Interactive Brokers 100%
    $65M
  23. 15756
    Vazirani Asset Management LLCNew York, NY · 4 clientsAsset managerHybrid
    No custodian reported
    $65M
  24. 15758
    Rosci Lamb, LLCNew York, NY · 15 clientsAsset manager
    Schwab 59%Ramsey Crookall 28%
    $65M
  25. 15760
    Peconic Asset PlanningRiverhead, NY · 206 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $65M
  26. 15764
    Mint Asset Management LLCNew York, NY · 56 clientsWealth manager
    Schwab 100%
    $65M
  27. 15765
    Hudson View Advisors, LLCCroton-On-Hudson, NY · 118 clientsWealth managerHybrid
    Schwab 100%
    $64M
  28. 15766
    Serenity Capital Advisors Inc.Pittsford, NY · 48 clientsWealth manager
    Schwab 100%
    $64M
  29. 15770
    Sloan Advisory Group, Inc.Glens Falls, NY · 32 clientsWealth manager
    Schwab 100%
    $64M
  30. 15775
    Wealthunite Advisors, LLCManhasset, NY · 48 clientsWealth manager
    Utmost Wealth Solutions 37%Rl360 26%Stocktrade 24%
    $63M
  31. 15778
    Corinthian Partners Asset Management LLCNew York, NY · 299 clientsWealth managerHybridCorinthian Partners, L.L.C.
    RBC 100%
    $63M
  32. 15780
    Advisor Financial Services, Inc.Chatham, NY · 223 clientsWealth manager
    No custodian reported
    $63M
  33. 15781
    Leslie Marie GiordanoGarden City, NY · 153 clientsWealth manager
    Schwab 100%
    $63M
  34. 15782
    Mountain View Strategic Wealth, LLCHopewell Junction, NY · 157 clientsWealth manager
    Fidelity 100%
    $63M
  35. 15787
    Birch Wealth ManagementRome, NY · 176 clientsWealth manager
    Schwab 100%
    $62M
  36. 15794
    Hawks Point Capital Partners LLCRye Brook, NY · 2 clientsAsset manager
    No custodian reported
    $61M
  37. 15797
    Anchor Capital Management, LLCIthaca, NY · 70 clientsWealth manager
    Schwab 93%
    $61M
  38. 15799
    Iqcio LLCNew York, NY · 4 clientsAsset managerHybrid
    No custodian reported
    $61M
  39. 15804
    Blackstone Real Estate Advisors V L.P.New York, NY · 4 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $60M
  40. 15805
    Goldiron GP LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $60M

RIAs by state