Monday, October 26, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
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
AtlasFinancial ADVSR
Open free

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. 15912
    Arène Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $49M
  2. 15916
    Hudson CompaniesPearl River, NY · 172 clientsWealth manager
    LPL Financial 100%
    $49M
  3. 15917
    KPC Terrapin Group LLCNew York, NY · 23 clientsWealth manager
    Schwab 61%Pershing 39%
    $49M
  4. 15918
    Swarthmore Asset Management LTDNew York, NY · 25 clientsWealth manager
    Schwab 100%
    $49M
  5. 15919
    Krane Capital Management, LLCNew York, NY · 3 clientsPrivate fund adviserHybrid
    No custodian reported
    $48M
  6. 15924
    American Wealth Administration Group LLCGlen Cove, NY · 167 clientsWealth manager
    Fidelity 100%
    $48M
  7. 15930
    ASA Asset Management LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $48M
  8. 15932
    Hilbert 8, LLCNew York, NY · 24 clientsWealth manager
    Morgan Stanley 71%Stonex Financial 29%
    $47M
  9. 15933
    Davis Capital Advisors, LLCNew York, NY · 60 clientsWealth managerWrap sponsorHybridDavis Securities LLC
    Interactive Brokers 100%
    $47M
  10. 15936
    CBF Advisors, LLCNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $47M
  11. 15937
    Cambridge Advisors, LLCWilliamsville, NY · 61 clientsWealth manager
    Schwab 100%
    $47M
  12. 15939
    Boerum Hill Financial Advisors LLCBrooklyn, NY · 87 clientsWealth manager
    Schwab 100%
    $46M
  13. 15942
    Integrity Advisory Partners LLCNew York, NY · 40 clientsWealth manager
    Schwab 100%
    $46M
  14. 15949
    Capra Ibex Credit Opportunities, LLCNew York, NY · 2 clientsAsset manager
    UBS 100%
    $45M
  15. 15950
    Capra Credit Management, LLCNew York, NY · 2 clientsAsset manager
    UBS 100%
    $45M
  16. 15951
    Coastal Wealth ManagementNew York, NY · 32 clientsWealth manager
    Altruist 100%
    $45M
  17. 15952
    Lincoln Park Capital LLCOlean, NY · 65 clientsWealth manager
    No custodian reported
    $45M
  18. 15954
    Bryden-Abrams Investment Management LLCNew York, NY · 10 clientsWealth manager
    Morgan Stanley 100%
    $45M
  19. 15957
    Elkwater CapitalNew York, NY · 4 clientsPrivate fund adviser
    Interactive Brokers 100%
    $45M
  20. 15963
    Winthrop Partners - WPA , LLCOrchard, NY · 104 clientsWealth manager
    Raymond James 100%
    $44M
  21. 15966
    Transparent Wealth Consulting LLCNew York, NY · 117 clientsWealth manager
    Schwab 100%
    $44M
  22. 15967
    Acme Credit PartnersNew York, NY · 1 clientsPrivate fund adviser
    No custodian reported
    $44M
  23. 15969
    Domain Money Advisors, LLCNew York, NY · 182 clientsWealth manager
    No custodian reported
    $43M
  24. 15971
    Stuyvesant Capital Management CorporationArmonk, NY · 39 clientsWealth manager
    Schwab 85%
    $43M
  25. 15982
    Arrival Capital Management LLCNew York, NY · 36 clientsWealth manager
    Schwab 100%
    $42M
  26. 15983
    Simpleadvisory LLCGarden City, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $42M
  27. 15987
    Pricap Advisors LLCNew York, NY · 19 clientsWealth manager
    Schwab 65%J.P. Morgan 35%
    $42M
  28. 15989
    WGS Management Services, IncRochester, NY · 74 clientsWealth manager
    Schwab 100%
    $42M
  29. 15990
    Acacia Grove Wealth ManagementSchenectady, NY · 38 clientsWealth managerWrap sponsor
    Altruist 100%
    $42M
  30. 15997
    Neiman Funds Management LLCWilliamsvillie, NY · 1 clientsAsset managerHybrid
    No custodian reported
    $41M
  31. 15998
    Twentythree AdvisoryNew York, NY · 4 clientsWealth manager
    Schwab 100%
    $41M
  32. 16002
    McNeill Capital, LLCSaratoga Springs, NY · 42 clientsWealth manager
    No custodian reported
    $41M
  33. 16003
    O'brien Capital Management, Inc.Nyack, NY · 43 clientsWealth manager
    Schwab 100%
    $41M
  34. 16005
    Arcap Partners LLCPlainview, NY · 34 clientsWealth manager
    Interactive Brokers 100%
    $40M
  35. 16007
    Magellan Financial Solutions LLCWarwick, NY · 44 clientsWealth manager
    Fidelity 100%
    $40M
  36. 16010
    CIO Capital Group LLCNew York, NY · 7 clientsWealth managerWrap sponsor
    Fidelity 100%
    $40M
  37. 16011
    Four Points Advisors, LLCNew York, NY · 98 clientsWealth managerHybridFour Points Capital Partners LLC
    Wells Fargo 84%
    $40M
  38. 16013
    2201 Capital, LLCNew York, NY · 5 clientsWealth manager
    Schwab 100%
    $40M
  39. 16015
    NOW Asset Management LLCPurchase, NY · 1 clientsPrivate fund adviser
    Goldman Sachs 100%
    $40M
  40. 16016
    Msress III Manager, L.L.C.New York, NY · 1 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $40M

RIAs by state