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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. 16734
    Financehq LLCNew York, NY · 1,258 clientsAsset manager
    No custodian reported
    $0
  2. 16743
    Wolfe Research Advisors, LLCNew York, NY · 8 clientsPrivate fund adviserHybridWR Securities, LLC
    No custodian reported
    $0
  3. 16760
    Bryant Park Funding CLO Management LLCNew York, NYAsset manager
    No custodian reported
    $0
  4. 16762
    Mrbl Management, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $0
  5. 16772
    TIAA Wealth Investment Management LLCNew York, NYAsset managerHybridNuveen Securities, LLC, Tiaa-Cref Individual & Institutional Services, LLC
    No custodian reported
    $0
  6. 16777
    Tradeup Wealth Management, Inc.New York, NYAsset managerHybridTiger Brokers (AU) PTY LTD, Tiger Brokers (HK) Global Limited
    No custodian reported
    $0
  7. 16784
    Sykon Asset Management LLCHarrison, NY · 1 clientsAsset manager
    No custodian reported
    $0
  8. 16792
    Wealth Forward AdvisorsNew York, NYAsset manager
    No custodian reported
    $0
  9. 16796
    Scia NYNew York, NYAsset manager
    No custodian reported
    $0
  10. 16810
    Apollo MPS Management, LLCNew York, NYAsset managerHybridApollo Global Securities, LLC, Athene Securities, LLC, clears through Pershing
    No custodian reported
    $0
  11. 16811
    Cantor Fitzgerald Energy Advisors, LLCNew York, NYAsset managerHybridCantor Fitzgerald & Co.
    No custodian reported
    $0
  12. 16817
    Framework Digital AdvisorsNew York, NY · 2 clientsAsset manager
    No custodian reported
    $0
  13. 16823
    Franklin Templeton Private Markets Adviser, LLCNew York, NYAsset managerAffiliated broker-dealerFranklin Advisers, Inc., Franklin Distributors, LLC
    No custodian reported
    $0
  14. 16828
    PLH Family Office, LLCGarden City, NYAsset managerHybrid
    No custodian reported
    $0
  15. 16842
    Antarctica SAF Partners, LLCNew York, NYAsset managerAffiliated broker-dealerPalmer Capital Advisors, LLC
    No custodian reported
    $0
  16. 16843
    Sagewood Capital Management LLCNew York, NYAsset manager
    No custodian reported
    $0
  17. 16844
    Alta Asset Management, LLCNew York, NYAsset manager
    No custodian reported
    $0
  18. 16851
    Applied AcademicsNew York, NYAsset manager
    No custodian reported
    $0
  19. 16856
    Anchr Technologies RIA LLCNew York, NY · 2 clientsAsset manager
    No custodian reported
    $0
  20. 16859
    Sumitomo Mitsui Trust Asset Management Americas, Inc.New York, NYAsset manager
    No custodian reported
    $0
  21. 16865
    MML Capital Partners NY, LLCNew York City, NYAsset manager
    No custodian reported
    $0
  22. 16872
    CC USA LLCNew York, NY · 6 clientsAsset manager
    No custodian reported
    $0
  23. 16880
    Overwatch Capital Advisors LLCNew York, NYAsset managerHybridDrexel Hamilton, LLC, Empire Asset Management Company
    No custodian reported
    $0
  24. 16889
    Raijin AIBrooklyn, NYAsset manager
    No custodian reported
    $0
  25. 16901
    Shadowbox LogisticsNew York, NYAsset manager
    No custodian reported
    $0
  26. 16906
    Ramp Advisory LLCNew York, NYAsset manager
    No custodian reported
    $0
  27. 16911
    QuasarNew York, NYAsset manager
    No custodian reported
    $0
  28. 16934
    Velara Wealth Management Inc.New York, NYAsset manager
    No custodian reported
    $0
  29. 16959
    Palus Advisory LLCNew York, NYAsset manager
    No custodian reported
    $0
  30. 16961
    SLR Secured Lending Partners, LLCNew York, NYAsset manager
    No custodian reported
    $0
  31. 16970
    3a Capital, LLCNew York, NY · 1 clientsAsset manager
    No custodian reported
    $0
  32. 16972
    Apeiron Wealth ServiceAstoria, NYAsset manager
    No custodian reported
    $0
  33. 16976
    Midfield Private Wealth, LLCWhite Plains, NYAsset manager
    No custodian reported
    $0
  34. 16989
    Twin Bridges AdvisoryNew York, NYAsset manager
    No custodian reported
    $0
  35. 17011
    Ascentio Capital, LPNew York, NYAsset manager
    No custodian reported
    $0
  36. 17012
    SR ABF Advisors LPNew York, NYAsset manager
    No custodian reported
    $0
  37. 17017
    Savlan Wealth PartnersNew City, NYAsset manager
    No custodian reported
    $0
  38. 17027
    Aldebaran CapitalBrooklyn, NYAsset manager
    No custodian reported
    $0
  39. 17042
    Novera Wealth, Inc.New York, NYAsset manager
    No custodian reported
    $0
  40. 17045
    Heirmont Wealth ManagementUniondale, NYAsset manager
    No custodian reported
    $0

RIAs by state