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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. 16355
    Revolut Wealth Inc.New York, NY · 8,441 clientsWealth managerBank-affiliatedHybridRevolut Payments Australia PTY LTD, Revolut Securities Inc.
    Drivewealth 100%
    $6M
  2. 16376
    21shares US LLCNew York, NY · 5 clientsAsset managerHybrid
    No custodian reported
    $4M
  3. 16387
    Meta Investment Management Company LLCBrooklyn, NY · 7 clientsWealth managerWrap sponsor
    Shareholders Service Group 100%
    $4M
  4. 16396
    MSA Power Funds LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $3M
  5. 16408
    Worth Charting LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $3M
  6. 16430
    Procapita Partners, LLCNew York, NY · 14 clientsWealth manager
    No custodian reported
    $1M
  7. 16432
    ElphinstoneNew York, NY · 579 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $1M
  8. 16459
    Exos Asset Management LLCNew York, NY · 4 clientsPrivate fund adviserHybridExos Securities LLC
    Anchorage Digital 100%
    $682K
  9. 16466
    Valley Financial Management, Inc.New York, NY · 124 clientsBroker-dealer firmHybrid
    Pershing 100%
    $473K
  10. 16469
    Pinnacle Advisors LLCEast Syracuse, NY · 2 clientsPrivate fund adviserHybridPinnacle Investments, LLC
    No custodian reported
    $433K
  11. 16482
    PMC Wealth, LLCClarence, NYWealth manager
    Schwab 100%
    $280K
  12. 16506
    Wealthmeup Advisors LLCNew York, NY · 42 clientsWealth manager
    Betterment 100%
    $76K
  13. 16511
    Autonomous Wealth Management LLCBrooklyn, NY · 15 clientsWealth manager
    No custodian reported
    $46K
  14. 16513
    VantarNew York, NY · 250 clientsWealth managerHybrid
    No custodian reported
    $40K
  15. 16515
    Omen Advisory, LLCNew York, NY · 94 clientsWealth manager
    Alpaca Securities 100%
    $36K
  16. 16520
    Wealthie AdvisorsBrooklyn, NY · 104 clientsWealth manager
    Rqd* Clearing 100%
    $27K
  17. 16521
    Valur Robo AdvisorsNew York, NY · 14 clientsWealth manager
    Schwab 100%
    $27K
  18. 16533
    Musaffa LLCNew York, NYWealth manager
    No custodian reported
    $2K
  19. 16552
    Deutsche Bank Securities Inc.New York, NYBroker-dealer firmHybridDWS Distributors, Inc., Deutsche Bank AG
    No custodian reported
    $0
  20. 16554
    Neuberger Berman BD LLCNew York, NYBroker-dealer firmHybrid
    No custodian reported
    $0
  21. 16564
    Needham & Company, LLCNew York, NY · 20 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  22. 16567
    MMA Securities LLCNew York, NY · 10,839 clientsBroker-dealer firmHybridMMC Securities (ireland) Limited, MMC Securities LLC, clears through Pershing
    No custodian reported
    $0
  23. 16572
    Schafer Cullen Capital Management IncNew York, NYAsset managerHybrid
    No custodian reported
    $0
  24. 16577
    Alliancebernstein CorporationNew York, NYAsset managerAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous LLP
    No custodian reported
    $0
  25. 16581
    ICE Data Pricing & Reference Data, LLCNew York, NY · 1,992 clientsAsset managerHybridArchipelago Securities L.L.C., Archipelago Trading Services, Inc.
    No custodian reported
    $0
  26. 16592
    Morgan Stanley Real Estate Advisor, Inc.New York, NYAsset managerHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $0
  27. 16599
    Reynolds Consulting Services LLCHicksville, NY · 52 clientsAsset manager
    No custodian reported
    $0
  28. 16615
    Baird Strategas LLCNew York, NY · 490 clientsBroker-dealer firmHybridRobert W. Baird & Co. Incorporated, Robert W. Baird Limited
    No custodian reported
    $0
  29. 16625
    WealthionNew York, NYAsset managerHybridSCP Real Assets, LLC
    No custodian reported
    $0
  30. 16629
    Ladder Capital Asset Management LLCNew York, NYAsset manager
    No custodian reported
    $0
  31. 16646
    Laufer Wealth Management, LLCBabylon, NYAsset manager
    No custodian reported
    $0
  32. 16650
    Alaia Capital, LLCNew York, NY · 1 clientsAsset managerHybridIcapital Hong Kong LTD., Icapital Markets LLC
    No custodian reported
    $0
  33. 16658
    Bofa Securities, Inc.New York, NYBroker-dealer firmHybridBank of America Europe Designated Activity Company, Frankfurt, Bank of America Europe Designated Activity Company, Milan Branch
    No custodian reported
    $0
  34. 16672
    Jefferies Research Services LLCNew York, NYAsset managerHybridJefferies (australia) Securities PTY LTD, Jefferies (japan) Limited
    No custodian reported
    $0
  35. 16683
    Harness WealthNew York, NYAsset manager
    No custodian reported
    $0
  36. 16688
    Klingenstein Fields AdvisorsNew York, NY · 63 clientsAsset manager
    No custodian reported
    $0
  37. 16697
    SmartassetNew York, NYAsset manager
    No custodian reported
    $0
  38. 16705
    FinceraNew York, NY · 5 clientsAsset manager
    No custodian reported
    $0
  39. 16721
    HyveNew York, NYAsset manager
    No custodian reported
    $0
  40. 16726
    Addigence CorporationNew York, NY · 2 clientsAsset managerHybrid
    No custodian reported
    $0

RIAs by state