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Est. 2026The front page of wealth managementNew York

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IN Rising Stars 2026: Turning complexity into confidenceWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensation
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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. 896
    Deerfield Management CompanyNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $19B
  2. 897
    KPS Capital Partners, LPNew York, NY · 15 clientsPrivate fund adviser
    No custodian reported
    $19B
  3. 899
    Knighthead Capital Management, LLCNew York, NY · 50 clientsPrivate fund adviser
    Northern Trust 60%State Street 40%
    $19B
  4. 902
    American Securities LLCNew York, NY · 23 clientsPrivate fund adviser
    No custodian reported
    $19B
  5. 905
    Capricorn Investment Group LLCNew York, NY · 34 clientsPrivate fund adviser
    Goldman Sachs 57%J.P. Morgan 43%
    $19B
  6. 909
    Blackstone Liquid Credit Strategies LLCNew York, NY · 43 clientsAsset managerHybridASK Investment Managers LTD., Blackstone Securities Partners L.P.
    BNY 100%
    $19B
  7. 914
    Royalty Pharma Manager, LLCNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $19B
  8. 921
    Saba Capital Management, L.P.New York, NY · 41 clientsPrivate fund adviserHybrid
    TD Prime Services 40%Morgan Stanley 36%
    $18B
  9. 924
    Acore Capital, LPNew York, NY · 29 clientsAsset manager
    No custodian reported
    $18B
  10. 925
    Siguler Guff Advisers LLCNew York, NY · 146 clientsPrivate fund adviserHybridSiguler Guff Global Markets, LLC
    Citi 100%
    $18B
  11. 931
    Reverence Capital PartnersNew York, NY · 53 clientsPrivate fund adviserHybridMPA BD Services LLC
    No custodian reported
    $18B
  12. 936
    Blackrock Alternatives Management, LLCNew York, NY · 30 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
    No custodian reported
    $18B
  13. 937
    Boothbay Fund ManagementNew York, NY · 11 clientsPrivate fund adviserHybrid
    No custodian reported
    $18B
  14. 940
    Blackstone Private Investments Advisors L.L.C.New York, NY · 4 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $18B
  15. 943
    Omers Infrastructure and Omers Infrastructure USNew York, NY · 12 clientsAsset manager
    No custodian reported
    $18B
  16. 948
    Invesco Loan Manager, LLCNew York, NY · 44 clientsPrivate fund adviserHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $18B
  17. 954
    Searchlight Capital PartnersNew York, NY · 73 clientsPrivate fund adviser
    No custodian reported
    $18B
  18. 957
    Limekiln Real Estate Investment Management, LPNew York, NY · 1 clientsAsset manager
    No custodian reported
    $17B
  19. 958
    American Industrial PartnersNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $17B
  20. 961
    Fiera Capital Inc.New York, NY · 4,643 clientsAsset managerHybrid
    Brown Brothers Harriman & 27%State Street 26%Goldman Sachs 23%J.P. Morgan 23%
    $17B
  21. 966
    Kohlberg & CompanyMount Kisco, NY · 40 clientsPrivate fund adviser
    No custodian reported
    $17B
  22. 967
    Bernard L. Madoff Investment Securities LLCNew York, NYBroker-dealer firm
    No custodian reported
    $17B
  23. 968
    Niobrara Capital PartnersNew York, NY · 8 clientsPrivate fund adviser
    No custodian reported
    $17B
  24. 969
    Manning & Napier Advisors, LLCFairport, NY · 3,474 clientsAsset managerHybridManning & Napier Investor Services, Inc.
    Exeter Trust 73%Schwab 27%
    $17B
  25. 973
    Allen Investment Management, LLCNew York, NY · 144 clientsWealth managerAffiliated broker-dealerAllen & Company LLC, clears through Pershing
    Fidelity 37%Schwab 27%
    $17B
  26. 976
    Symmetry Investments US LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $17B
  27. 979
    MonarchNew York, NY · 62 clientsPrivate fund adviser
    No custodian reported
    $17B
  28. 980
    Darsana Capital Partners LPNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $17B
  29. 982
    Citizens Private WealthTarrytown, NY · 2,567 clientsWealth managerBank-affiliatedHybridCitizens JMP Securities, LLC, Citizens Securities, Inc.
    Fidelity 54%Schwab 46%
    $17B
  30. 985
    Compass Rose Asset ManagementNew York, NY · 3 clientsPrivate fund adviser
    Goldman Sachs 43%J.P. Morgan 28%Barclays Bank PLC 27%
    $17B
  31. 986
    Invus Financial Advisors, LLCNew York, NY · 37 clientsPrivate fund adviser
    Goldman Sachs 100%
    $16B
  32. 990
    O'connor Alternative Investments, LLCNew York, NY · 42 clientsPrivate fund adviserHybridCantor Fitzgerald & Co.
    J.P. Morgan 93%
    $16B
  33. 991
    3g Capital Partners LPNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $16B
  34. 999
    Varde Management, L.P.New York, NY · 121 clientsPrivate fund adviser
    No custodian reported
    $16B
  35. 1000
    Blue Owl Technology Credit Advisors LLCNew York, NY · 5 clientsAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $16B
  36. 1005
    Silverbay Capital Management LLCNew York, NY · 2 clientsAsset managerHybridBreakwater Group Distribution Services, LLC
    No custodian reported
    $16B
  37. 1008
    Morgan Stanley Infrastructure Inc.New York, NY · 21 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $16B
  38. 1012
    Msref Real Estate Advisor, Inc.New York, NY · 26 clientsPrivate fund adviserHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
    No custodian reported
    $16B
  39. 1014
    OEP Capital Advisors, L.P.New York, NY · 35 clientsPrivate fund adviser
    J.P. Morgan 100%
    $16B
  40. 1018
    Soroban Capital Partners LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $16B

RIAs by state