Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN 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 Anthropic
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. 1022
    Blackstone Strategic Capital Advisors, L.L.C.New York, NY · 21 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $16B
  2. 1024
    Abbott Capital Management LLCNew York, NY · 61 clientsPrivate fund adviser
    State Street 65%Northern Trust 35%
    $16B
  3. 1026
    Evercore Wealth Management, LLCNew York, NY · 791 clientsWealth managerBank-affiliatedAffiliated broker-dealerEvercore Group L.L.C.
    Evercore Trust Company 89%
    $16B
  4. 1030
    AEA QP Advisers LLCNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $15B
  5. 1031
    Tishman Speyer Properties, L.P.New York, NY · 78 clientsPrivate fund adviser
    No custodian reported
    $15B
  6. 1033
    Banner Ridge PartnersNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $15B
  7. 1041
    Pomona CapitalNew York, NY · 23 clientsPrivate fund adviserAffiliated broker-dealerVoya Financial Advisors, Inc., Voya Financial Partners, LLC
    No custodian reported
    $15B
  8. 1047
    Wcas Management CorporationNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $15B
  9. 1056
    Pharo Management, Inc.New York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $15B
  10. 1059
    Napier Park Global Capital (US) LPNew York, NY · 59 clientsPrivate fund adviserHybridFEF Distributors, LLC
    J.P. Morgan 100%
    $15B
  11. 1064
    DRA Advisors LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $14B
  12. 1065
    Pine Ridge Advisers LLCNew York, NY · 44 clientsAsset manager
    Merrill / Bank of America 100%
    $14B
  13. 1070
    Kelso & Company, L.P.New York, NY · 54 clientsPrivate fund adviser
    No custodian reported
    $14B
  14. 1072
    Sycamore PartnersNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $14B
  15. 1075
    BSP NY LLCNew York, NY · 37 clientsPrivate fund adviserHybridFranklin Distributors, LLC
    State Street 30%J.P. Morgan 30%Bnym (luxembourg) S.A. 29%
    $14B
  16. 1080
    RTW Investments LPNew York, NY · 10 clientsPrivate fund adviser
    No custodian reported
    $14B
  17. 1084
    Federated Global Investment Management Corp.New York, NY · 83 clientsAsset managerAffiliated broker-dealerFederated Securities Corp.
    BNY 100%
    $14B
  18. 1089
    Related Fund Management, LLCNew York, NY · 41 clientsPrivate fund adviserHybridSand Capital LLC
    Merrill / Bank of America 100%
    $14B
  19. 1090
    Redbird Capital Partners Management LLCNew York, NY · 48 clientsPrivate fund adviserHybridRedbird BD, LLC
    No custodian reported
    $14B
  20. 1091
    Varagon Capital Partners, L.P.New York, NY · 26 clientsPrivate fund adviserAffiliated broker-dealerMAN Investments Inc.
    No custodian reported
    $14B
  21. 1096
    Oak Hill Capital Management, LLCNew York, NY · 35 clientsPrivate fund adviser
    No custodian reported
    $14B
  22. 1100
    SRS Investment Management, LLCNew York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $14B
  23. 1103
    Libremax Capital, LLCNew York, NY · 57 clientsPrivate fund adviser
    J.P. Morgan 100%
    $14B
  24. 1115
    Clearbrook Investment Consulting LLCNew York, NY · 1 clientsAsset managerHybrid
    J.P. Morgan 70%BNY 30%
    $14B
  25. 1121
    Avoro Capital Advisors LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $14B
  26. 1123
    The Riverside CompanyNew York, NY · 125 clientsPrivate fund adviser
    J.P. Morgan 100%
    $14B
  27. 1130
    Haidar Capital Management LLCPearl River, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $13B
  28. 1155
    Ivy Hill Asset Management, L.P.New York, NY · 18 clientsPrivate fund adviserAffiliated broker-dealerAres Management Capital Markets LLC, Aspida Financial Distributors, LLC
    State Street 100%
    $13B
  29. 1163
    MKP Capital Management, L.L.C.New York, NY · 8 clientsAsset manager
    No custodian reported
    $13B
  30. 1175
    LS Power Equity Advisors, LLCNew York, NY · 22 clientsPrivate fund adviser
    No custodian reported
    $13B
  31. 1179
    Williams Jones Wealth Management, LLCNew York, NY · 1,754 clientsWealth managerAffiliated broker-dealer
    Schwab 56%Fidelity 28%
    $12B
  32. 1182
    Royce Investment PartnersNew York, NY · 979 clientsAsset managerHybridFranklin Distributors, LLC, Franklin Templeton International Services S.a R.L.
    Morgan Stanley 60%BNY 26%
    $12B
  33. 1185
    Sound Point CLO C-Moa, LLCNew York, NY · 24 clientsPrivate fund adviser
    No custodian reported
    $12B
  34. 1187
    Ramirez Asset Management, Inc.New York, NY · 677 clientsAsset managerHybridSamuel A. Ramirez & Company, Inc.
    BNY 36%Northern Trust 26%U.S. Bank 25%
    $12B
  35. 1188
    Aquiline Management Holdings LPNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $12B
  36. 1190
    BSP CLO Management LLCNew York, NY · 22 clientsPrivate fund adviserHybridFranklin Distributors, LLC
    No custodian reported
    $12B
  37. 1202
    Gilder Gagnon Howe & Co. LLCNew York, NY · 5,749 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $12B
  38. 1205
    Investcorp Credit Management US LLCNew York, NY · 42 clientsPrivate fund adviserHybridInvestcorp Asia Financial Services PTE LTD., Investcorp Asset Advisory Services Limited
    State Street 100%
    $12B
  39. 1207
    Slate Path Capital LPNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $12B
  40. 1208
    Pointstate Capital LPNew York, NY · 19 clientsPrivate fund adviser
    No custodian reported
    $12B

RIAs by state