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Research Report · 2026-02-28

Largest Registered Investment Advisers in New York

New York SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
100
Total AUM
$1.13T
Median AUM
$2.14B
Latest Filing
2026-02-28
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1CLEARBRIDGE INVESTMENTS, LLCNEW YORK137028$184.81B2102026-01-31→
2FRANKLIN TEMPLETON FUND ADVISER, LLCNEW YORK140432$167.44B02025-12-31→
3LEXINGTON PARTNERS L.P.NEW YORK147281$79.27B1712025-12-31→
4TWO SIGMA ADVISERS, LPNEW YORK152254$74.26B1012026-01-31→
5CLARION PARTNERS, LLCNEW YORK108803$73.68B3212026-02-28→
6BUCK GLOBAL, LLCNEW YORK108695$47.61B6252025-03-31→
7IFM INVESTORS (US) ADVISOR, LLCNEW YORK146366$40.23B1572025-12-31→
8NINETY ONE NORTH AMERICA, INC.NEW YORK167922$38.74B672025-06-30→
9NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INCNEW YORK110411$36.42B482026-01-31→
10SHENKMAN CAPITAL MANAGEMENT, INC.NEW YORK112192$35.08B1462026-01-31→
11EISLER CAPITAL (US) LLCNEW YORK315314$33.00B942025-07-31→
12FRANKLIN TEMPLETON INSTITUTIONAL, LLCNEW YORK117384$29.59B1272026-02-28→
13CITI GLOBAL ALTERNATIVES, LLCNEW YORK324457$24.39B912025-07-31→
14ROYCE & ASSOCIATES, LPNEW YORK107689$12.41B892026-02-28→
15RAMIREZ ASSET MANAGEMENT, INC.NEW YORK110637$12.27B482025-12-31→
16GREENHAVEN ASSOCIATES INCPURCHASE104729$11.66B72026-02-28→
17INVESTCORP CREDIT MANAGEMENT US LLCNEW YORK165140$11.51B252025-10-31→
18AFFINIUS CAPITAL MANAGEMENT LLCNEW YORK158190$10.99B3012025-05-31→
19ROUNDHILL FINANCIAL INC.NEW YORK300799$9.59B132026-02-28→
20GRANITESHARES ADVISORS LLCNEW YORK287806$9.19B62026-01-31→
21NIKKO ASSET MANAGEMENT AMERICAS, INC.NEW YORK824$9.04B282025-09-30→
22COLLER CAPITAL INCNEW YORK158102$9.00B592025-06-30→
23INGALLS & SNYDER LLCNEW YORK2288$7.83B922025-12-31→
24CADARET, GRANT & CO., INC.SYRACUSE10641$7.67B6922025-07-31→
25TRUTINO CAPITAL MANAGEMENT, LLCNEW YORK281980$6.72B72026-02-28→
26CBRE GLOBAL VALUE INVESTORS, LLCNEW YORK111590$6.11B1952025-07-31→
27GELLER ADVISORS LLCNEW YORK134062$5.91B492025-01-31→
28INVESTCORP INVESTMENT ADVISERS LLCNEW YORK137790$5.53B712025-09-30→
29FENIMORE ASSET MANAGEMENT, INC.COBLESKILL110946$5.41B432026-01-31→
30ALESCO ADVISORS LLCPITTSFORD108590$4.81B272025-03-31→
31GRAYPOINT LLCALBANY135950$4.65B692025-10-31→
32ARBOR REALTY COLLATERAL MANAGEMENT, LLCUNIONDALE163425$4.58B502026-02-28→
33ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLCNEW YORK322058$4.47B2902026-02-28→
34BLUE OWL DIVERSIFIED CREDIT ADVISORS LLCNEW YORK307525$4.10B2402025-12-31→
35E CAPITAL MANAGEMENT L.P.NEW YORK113661$4.07B502025-03-31→
36S3 CAPITAL ADVISORS LLCNEW YORK322956$3.64B392026-01-31→
37JEFFERIES INVESTMENT ADVISERS LLCNEW YORK325421$3.42B1192026-02-28→
38AXS INVESTMENTS LLCPORT CHESTER305714$3.02B82026-02-28→
39COBBLESTONE CAPITAL ADVISORS, LLCROCHESTER108023$2.93B432025-12-31→
40INVESTCORP INVESTMENT SOLUTIONS LLCNEW YORK314925$2.79B62025-09-30→
41AVALA GLOBAL LPNEW YORK323053$2.66B212026-02-28→
42LEXINGTON ADVISORS LLCNEW YORK107364$2.66B1712025-12-31→
43AMERICAN CAPITAL MANAGEMENT INCNEW YORK110861$2.64B162025-06-30→
443I CORPORATIONNEW YORK159892$2.63B252025-08-31→
45NEW AGE ALPHA ADVISORS, LLCRYE299011$2.51B422026-02-28→
46DOMINI IMPACT INVESTMENTS LLCNEW YORK109505$2.44B232026-02-28→
47RATSON ADVISORY LLCNEW YORK330091$2.39B22026-02-28→
48ICON INFRASTRUCTURE NORTH AMERICA INC.NEW YORK306800$2.36B172025-06-30→
49RESOLUTION CAPITAL (US) LIMITEDRYE BROOK298109$2.28B22025-09-30→
50OMNI BRIDGEWAY MANAGEMENT (USA) LLCNEW YORK298001$2.15B262025-11-30→
51NEXT CAPITAL MANAGEMENT LLCNEW YORK110793$2.14B232026-01-31→
52PFG INVESTMENTS, LLCWOODBURY116537$2.11B1612026-02-28→
53NEVILLE, RODIE & SHAW INCNEW YORK104969$2.00B132026-01-31→
54LUMENT INVESTMENT MANAGEMENT, LLCNEW YORK306487$1.97B4542025-06-30→
55AEGIS CAPITAL CORP.NEW YORK15007$1.78B2602026-02-28→
56ACCUMULUS CAPITAL MANAGEMENT, LLCNEW YORK160501$1.74B102026-02-28→
57NOVEM GROUPROCHESTER158964$1.72B522026-02-28→
58WEALTHSTREAM ADVISORS, INC.NEW YORK129428$1.54B222025-03-31→
59FORTE CAPITAL LLCROCHESTER109941$1.45B202025-02-28→
60TAURUS ASSET MANAGEMENT, LLCNEW YORK130930$1.40B82025-03-31→
61MORTGAGE INDUSTRY ADVISORY CORPORATIONNEW YORK122337$1.39B732025-02-28→
6210T HOLDINGS, LLCNEW YORK313081$1.36B172025-08-31→
63SGROI WEALTH ADVISORY GROUP LLCWEST SENECA289764$1.36B272026-02-28→
64ALLY BRIDGE GROUP (PE) LLCNEW YORK315273$1.35B182025-03-31→
65VERSOR INVESTMENTS LPNEW YORK171663$1.34B592025-11-30→
66DB ADVISORY AMERICA, LIMITED(LTD)NEW YORK313938$1.30B22026-01-31→
67ACADEMY ASSET MANAGEMENT, LLCNEW YORK319774$1.29B132026-02-28→
68FOUNTAINHEAD AM, LLCNEW YORK289000$1.28B62026-01-31→
69OPAL WEALTH ADVISORS, LLCJERICHO289759$1.24B202026-02-28→
70BMO CAPITAL MARKETS CORP.NEW YORK16686$1.21B1,2752025-09-30→
71747 CAPITAL, LLCNEW YORK164742$1.13B132026-02-28→
72KING WEALTH MANAGEMENT GROUP, LLCSARATOGA SPRINGS159550$1.08B82026-01-31→
73FIR TREE CAPITAL MANAGEMENT LPNEW YORK156651$1.06B192025-05-31→
74GRIFFIN ASSET MANAGEMENT, LLCNEW YORK104548$1.05B102026-02-28→
75ARLON ADVISOR LLCNEW YORK160635$1.01B602025-06-30→
76DAWSON PARTNERS (US) INC.NEW YORK339430$999.1M2312026-02-28→
77PASSIVE CAPITAL MANAGEMENT, LLCSYRACUSE142870$996.9M82026-01-31→
78DEVELOP CAPITAL PARTNERS, LP.PITTSFORD338965$940.0M42026-01-31→
79E&E ADVISORS L.P.NEW YORK111300$932.6M502025-07-31→
80CIRCLE ADVISERS INCNEW YORK110818$868.2M82025-12-31→
81STRATEGIC ADVISORS LLCNEW YORK125882$832.9M72026-02-28→
82EDGE WEALTH MANAGEMENT, LLCNEW YORK142380$827.2M72026-02-28→
83KENNERMAN ASSOCIATE INCSARATOGA SPRING105696$825.5M62026-02-28→
84CREDIT SUISSE SECURITIES (USA) LLCNEW YORK816$805.3M392025-01-31→
85KR CAPITAL LPNEW YORK338229$792.4M202026-01-31→
86LIPE & DALTON,INC.SYRACUSE132737$779.9M22026-02-28→
87FLYNN ZITO CAPITAL MANAGEMENT, LLCGARDEN CITY152689$773.9M72026-02-28→
88COMPASS ADVISORY GROUP LLCMELVILLE288256$767.5M72026-02-28→
89BUFFALO BUSINESS & ESTATE SERVICES LTDORCHARD PARK337303$764.9M152026-01-31→
90ROCKLINE WEALTH MANAGEMENT LLCISLIP TERRACE324004$749.6M42026-02-28→
91SHERBROOKE PARK ADVISERS LLCWHITE PLAINS323576$748.3M52025-03-31→
92DOPKINS WEALTH MANAGEMENT, LLCWILLIAMSVILLE124209$717.0M62026-02-28→
93BAILLIE GIFFORD INTERNATIONAL LLCNEW YORK305849$715.4M212025-10-31→
94BRYCE POINT CAPITAL LLCSCARSDALE330065$713.1M32025-02-28→
95EAST END FINANCIAL GROUP, INC.RIVERHEAD110584$689.2M122026-02-28→
96RICHMOND HILL INVESTMENTS, LLCNEW YORK160762$663.1M72025-04-30→
97KICKSTAND VENTURES, LLCPITTSFORD327022$633.5M72026-02-28→
98EVEREST CONSULTANTS, LLCSYRACUSE128474$633.1M52025-03-31→
99GREENBUSH FINANCIAL GROUP, LLCALBANY125500$616.5M62026-01-31→
100VAN BIEMA VALUE PARTNERS, LLCNEW YORK136988$606.9M52025-03-31→

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Sleeve100 firms · 2026-02-28