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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. 1209
    Coller EQTNew York, NY · 33 clientsPrivate fund adviserAffiliated broker-dealerEQT Partners BD, LLC
    No custodian reported
    $12B
  2. 1215
    Goldberg Lindsay & Co. LLCNew York, NY · 17 clientsPrivate fund adviser
    No custodian reported
    $12B
  3. 1223
    Entrust Global Partners LLCNew York, NY · 90 clientsPrivate fund adviser
    Royal Bank of Canada (channel Islands) Limited 99%
    $12B
  4. 1226
    Perceptive AdvisorsNew York, NY · 26 clientsPrivate fund adviser
    Merrill / Bank of America 100%
    $12B
  5. 1234
    Greenhaven Associates IncPurchase, NY · 132 clientsWealth manager
    J.P. Morgan 100%
    $12B
  6. 1241
    Cullen Capital Management, LLCNew York, NY · 8,417 clientsWealth managerHybrid
    J.P. Morgan 44%UBS 30%Schwab 26%
    $12B
  7. 1242
    Krane Funds Advisors, LLCNew York, NY · 52 clientsAsset managerHybrid
    Schwab 100%
    $12B
  8. 1245
    Kennedy Lewis Management LPNew York, NY · 25 clientsPrivate fund adviserAffiliated broker-dealerKennedy Lewis Capital Markets LLC
    No custodian reported
    $12B
  9. 1251
    Kinderhook Industries, LLCNew York, NY · 12 clientsPrivate fund adviser
    No custodian reported
    $11B
  10. 1265
    One William Street Capital Management, LP.New York, NY · 21 clientsPrivate fund adviser
    J.P. Morgan 100%
    $11B
  11. 1267
    Guggenheim Corporate Funding, LLCNew York, NY · 32 clientsPrivate fund adviserHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    BNY 83%
    $11B
  12. 1270
    Christofferson, Robb & CompanyNew York, NY · 26 clientsPrivate fund adviser
    Northern Trust 27%Butterfield 26%J.P. Morgan 25%
    $11B
  13. 1272
    New Mountain Finance Advisers, L.L.C.New York, NY · 13 clientsAsset managerHybrid
    No custodian reported
    $11B
  14. 1273
    Corbin Capital Partners, L.P.New York, NY · 27 clientsPrivate fund adviser
    Northern Trust 49%Citco Global Custody NV 40%
    $11B
  15. 1290
    Castle Hook Partners LPNew York, NY · 6 clientsPrivate fund adviser
    Merrill / Bank of America 40%Goldman Sachs 34%Morgan Stanley 26%
    $11B
  16. 1291
    Redwood Capital Management, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $11B
  17. 1305
    Baron Capital Management, Inc.New York, NY · 125 clientsPrivate fund adviserHybridBaron Capital Management UK Limited, Baron Capital, Inc.
    Wells Fargo 46%Jefferies 34%
    $11B
  18. 1307
    Antin Infrastructure Partners US Services LLCNew York, NY · 20 clientsPrivate fund adviser
    No custodian reported
    $11B
  19. 1311
    Rockwood Capital, LLCNew York, NY · 36 clientsPrivate fund adviser
    No custodian reported
    $11B
  20. 1315
    Magnitude Capital, LLCNew York, NY · 13 clientsPrivate fund adviser
    No custodian reported
    $11B
  21. 1318
    Eldridge Structured Credit Advisers, LLCNew York, NY · 12 clientsAsset managerAffiliated broker-dealerJohnstone Brokerage Services, LLC, Security Distributors, LLC
    State Street 100%
    $11B
  22. 1319
    Ruane Cunniff L.P.New York, NY · 1,213 clientsAsset managerHybrid
    Pershing 67%BNY 33%
    $11B
  23. 1320
    Junto Capital Management LPNew York, NY · 4 clientsPrivate fund adviser
    No custodian reported
    $11B
  24. 1321
    Blackstone Growth Advisors L.L.C.New York, NY · 8 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
    No custodian reported
    $10B
  25. 1328
    Trian Fund Management, L.P.New York, NY · 29 clientsPrivate fund adviser
    Merrill / Bank of America 88%
    $10B
  26. 1329
    Pinnacle Associates, LTD.New York, NY · 2,325 clientsAsset manager
    Schwab 75%Fidelity 25%
    $10B
  27. 1330
    Steadfast Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $10B
  28. 1341
    Capvest Partners, Inc.New York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $10B
  29. 1342
    Tocqueville Asset Management LPNew York, NY · 1,270 clientsWealth managerHybridTocqueville Securities L.P.
    Pershing 100%
    $10B
  30. 1343
    Sound Point Luna LLCNew York, NY · 29 clientsPrivate fund adviser
    BNY 100%
    $10B
  31. 1353
    Tenor Capital Management Company, L.P.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $10B
  32. 1357
    EthicNew York, NY · 189 clientsAsset manager
    Schwab 47%Fidelity 31%
    $10B
  33. 1360
    Court Square CapitalNew York, NY · 33 clientsPrivate fund adviser
    No custodian reported
    $10B
  34. 1361
    MAN Solutions LLCNew York, NY · 12 clientsPrivate fund adviserHybridMAN Investments Inc.
    No custodian reported
    $10B
  35. 1367
    One Investment Management US LLCNew York, NY · 5 clientsPrivate fund adviser
    No custodian reported
    $10B
  36. 1375
    Axonic Capital LLCNew York, NY · 31 clientsPrivate fund adviser
    No custodian reported
    $10.0B
  37. 1388
    Consulting Group Advisory Services LLCPurchase, NY · 12 clientsAsset managerHybridMorgan Stanley Smith Barney LLC
    No custodian reported
    $9.8B
  38. 1391
    VR Advisory Services LTD.New York, NY · 7 clientsPrivate fund adviser
    No custodian reported
    $9.8B
  39. 1395
    Arsenal Capital Management LPNew York, NY · 27 clientsPrivate fund adviser
    No custodian reported
    $9.7B
  40. 1397
    One Rock CapitalNew York, NY · 18 clientsPrivate fund adviser
    No custodian reported
    $9.7B

RIAs by state