Research Report · 2026-06-30
Largest Registered Investment Advisers in New York City
New York City SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,018
Total AUM
$35.79T
Median AUM
$1.17B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1601 | COHEN & COMPANY FINANCIAL MANAGEMENT, LLC | NEW YORK | 133171 | $237.4M | 29 | 2026-03-31 | → |
| 1602 | SOUNDCORE CAPITAL PARTNERS, LLC | NEW YORK | 288749 | $237.2M | 3 | 2026-03-31 | → |
| 1603 | AXIOM INVESTMENT MANAGEMENT LLC | NEW YORK | 141516 | $236.8M | 10 | 2026-04-30 | → |
| 1604 | RPM CAPITAL PARTNERS, LLC | NEW YORK | 160913 | $233.9M | 6 | 2026-03-31 | → |
| 1605 | REYNOLDS CHANNEL MANAGEMENT, L.P. | NEW YORK | 296292 | $233.2M | 4 | 2026-03-31 | → |
| 1606 | SENZAR ASSET MANAGEMENT, LLC | NEW YORK | 163610 | $233.0M | 6 | 2024-12-31 | → |
| 1607 | OBERON ASSET MANAGEMENT, LLC | NEW YORK | 123494 | $232.7M | 4 | 2026-05-31 | → |
| 1608 | TAPPAN STREET PARTNERS LLC | NEW YORK | 158652 | $232.4M | 4 | 2024-12-31 | → |
| 1609 | ARCH GLOBAL ADVISORS, LLC | NEW YORK | 297397 | $230.9M | 16 | 2026-06-30 | → |
| 1610 | LIONSHEAD WEALTH MANAGEMENT, LLC | NEW YORK | 288526 | $229.8M | 4 | 2026-03-31 | → |
| 1611 | LONETREE CAPITAL, LLC | NEW YORK | 321784 | $229.3M | 12 | 2026-03-31 | → |
| 1612 | FORSYTH STREET ASSET MANAGEMENT LLC | NEW YORK | 310545 | $228.9M | 9 | 2026-03-31 | → |
| 1613 | HEMISPHERE PARTNERS LLC | NEW YORK | 136535 | $228.9M | 2 | 2026-03-31 | → |
| 1614 | DILATION CAPITAL MANAGEMENT LP | NEW YORK | 307862 | $228.8M | 4 | 2026-03-31 | → |
| 1615 | SPRING BRIDGE MANAGEMENT, L.P. | NEW YORK | 298364 | $228.8M | 6 | 2024-12-31 | → |
| 1616 | BOYAR ASSET MANAGEMENT INC | NEW YORK | 105255 | $228.2M | 9 | 2026-05-31 | → |
| 1617 | R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC. | NEW YORK | 145159 | $227.1M | 1 | 2026-03-31 | → |
| 1618 | SHIKHARA INVESTMENT MANAGEMENT LP | NEW YORK | 329963 | $226.9M | 4 | 2026-05-31 | → |
| 1619 | BQS FINANCIAL ADVISORS, LLC | NEW YORK | 333795 | $226.4M | 7 | 2026-03-31 | → |
| 1620 | CHANGE GLOBAL INVESTMENT, LLC | NEW YORK | 167844 | $226.0M | 9 | 2026-05-31 | → |
| 1621 | SECFI ADVISORY LIMITED | NEW YORK | 306961 | $225.9M | 15 | 2026-06-30 | → |
| 1622 | CAIS ADVISORS LLC | NEW YORK | 317466 | $225.3M | 32 | 2026-06-30 | → |
| 1623 | IADVISE PARTNERS LLC | NEW YORK | 168564 | $224.5M | 3 | 2026-04-30 | → |
| 1624 | CROSS BORDER WEALTH, LLC | NEW YORK | 288330 | $221.9M | 7 | 2026-04-30 | → |
| 1625 | MUZINICH BDC ADVISER, LLC | NEW YORK | 304834 | $220.9M | 25 | 2026-06-30 | → |
| 1626 | HICKORY LANE CAPITAL MANAGEMENT LP | NEW YORK | 309751 | $220.7M | 6 | 2024-12-31 | → |
| 1627 | JEN MANAGEMENT, LLC | NEW YORK | 163374 | $220.6M | 6 | 2024-12-31 | → |
| 1628 | SUNSTONE ASSET MANAGEMENT, LP | NEW YORK | 328895 | $220.2M | 4 | 2026-03-31 | → |
| 1629 | TERRA NOVA ASSET MANAGEMENT LLC | NEW YORK | 111676 | $220.2M | 2 | 2026-05-31 | → |
| 1630 | STABILIS CAPITAL MANAGEMENT, LP | NEW YORK | 161553 | $220.2M | 12 | 2026-03-31 | → |
| 1631 | TOLIS ADVISORS, LP | NEW YORK | 163345 | $219.6M | 5 | 2026-03-31 | → |
| 1632 | ALLY BRIDGE GROUP (NY) LLC | NEW YORK | 291072 | $218.9M | 7 | 2026-03-31 | → |
| 1633 | RIPPLE EFFECT ASSET MANAGEMENT LP | NEW YORK | 331250 | $218.4M | 8 | 2026-03-31 | → |
| 1634 | IRTH CAPITAL MANAGEMENT LP | NEW YORK | 330696 | $218.3M | 8 | 2026-05-31 | → |
| 1635 | OPPVEST, LLC | NEW YORK | 296317 | $217.8M | 5 | 2026-03-31 | → |
| 1636 | LONG POINT CAPITAL, INC | NEW YORK | 163061 | $213.5M | 6 | 2026-03-31 | → |
| 1637 | LATTIS MANAGEMENT LP | NEW YORK | 333629 | $210.7M | 11 | 2026-03-31 | → |
| 1638 | LONE PEAK PARTNERS MANAGEMENT LP | NEW YORK | 156546 | $210.4M | 3 | 2026-03-31 | → |
| 1639 | PHOENIX REALTY GROUP LLC | NEW YORK | 160249 | $208.5M | 17 | 2026-03-31 | → |
| 1640 | WELLSPRING CAPITAL MANAGEMENT LLC | NEW YORK | 161184 | $208.1M | 23 | 2026-03-31 | → |
| 1641 | OPEN FIELD CAPITAL LLC | NEW YORK | 136313 | $208.1M | 4 | 2026-03-31 | → |
| 1642 | TRISHIELD CAPITAL MANAGEMENT LLC | NEW YORK | 164150 | $207.0M | 8 | 2024-12-31 | → |
| 1643 | INVESTX ASSET MANAGEMENT LLC | NEW YORK | 321985 | $206.8M | 18 | 2026-06-30 | → |
| 1644 | YIELDPOINT, L.P. | NEW YORK | 311859 | $206.2M | 2 | 2026-05-31 | → |
| 1645 | LC VERO MANAGER LLC | NEW YORK | 338361 | $205.6M | 3 | 2026-06-30 | → |
| 1646 | TRIDENT MANAGEMENT LLC | NEW YORK | 319632 | $205.1M | 10 | 2026-03-31 | → |
| 1647 | F3 PARTNERS LLC | NEW YORK | 333302 | $204.6M | 5 | 2026-06-30 | → |
| 1648 | MB FAMILY ADVISORS, LLC | NEW YORK | 166324 | $204.1M | 2 | 2026-03-31 | → |
| 1649 | HARKNESS CAPITAL MANAGEMENT LLC | NEW YORK | 289882 | $203.8M | 10 | 2026-03-31 | → |
| 1650 | ARIA GROWTH PARTNERS LP | NEW YORK | 315978 | $203.6M | 5 | 2026-04-30 | → |
| 1651 | QUAD CAPITAL MANAGEMENT ADVISORS LLC | NEW YORK | 170286 | $203.1M | 39 | 2024-12-31 | → |
| 1652 | NORTHSANDS CAPITAL, L.P. | NEW YORK | 331698 | $202.8M | 6 | 2026-05-31 | → |
| 1653 | ELDRIDGE SME ADVISERS, LLC | NEW YORK | 334010 | $200.9M | 292 | 2026-05-31 | → |
| 1654 | POST CAPITAL MANAGEMENT LLC | NEW YORK | 161892 | $200.2M | 8 | 2026-03-31 | → |
| 1655 | RADIX ORGANIZATION, INC. | NEW YORK | 172791 | $200.1M | 4 | 2026-03-31 | → |
| 1656 | REPUBLIC DIGITAL FUND MANAGER LLC | NEW YORK | 330536 | $198.4M | 15 | 2026-03-31 | → |
| 1657 | RECIPROCAL VENTURE MANAGEMENT, L.L.C. | NEW YORK | 288520 | $196.9M | 5 | 2026-03-31 | → |
| 1658 | ROUND2 INVESTMENT PARTNERS LLC | NEW YORK | 326807 | $196.4M | 6 | 2026-06-30 | → |
| 1659 | RMR WEALTH MANAGEMENT | NEW YORK | 152266 | $195.4M | 7 | 2026-03-31 | → |
| 1660 | AEREF MANAGEMENT, LLC | NEW YORK | 322495 | $194.4M | 20 | 2026-03-31 | → |
| 1661 | CYPRESS RIDGE CAPITAL, L.P. | NEW YORK | 322529 | $194.1M | 6 | 2026-06-30 | → |
| 1662 | MORGENS, WATERFALL, VINTIADIS & COMPANY, INC. | NEW YORK | 108692 | $193.6M | 9 | 2026-03-31 | → |
| 1663 | VARIADIC LLC | NEW YORK | 332389 | $191.4M | 10 | 2026-04-30 | → |
| 1664 | ARAVALLI CAPITAL MANAGEMENT LP | NEW YORK | 327861 | $191.4M | 4 | 2026-03-31 | → |
| 1665 | GUARDIAN WEALTH PARTNERS, LLC | NEW YORK | 310203 | $191.4M | 75 | 2026-06-30 | → |
| 1666 | BLUEROCK CREDIT FUND ADVISOR, LLC | NEW YORK | 291770 | $189.1M | 11 | 2026-03-31 | → |
| 1667 | SADDLEROCK CAPITAL MANAGEMENT LLC | NEW YORK | 330801 | $187.8M | 6 | 2026-04-30 | → |
| 1668 | GAGNON ADVISORS, LLC | NEW YORK | 161697 | $187.3M | 10 | 2026-02-28 | → |
| 1669 | AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC | NEW YORK | 328406 | $186.2M | 33 | 2026-04-30 | → |
| 1670 | SEVEN SIX CAPITAL MANAGEMENT, LLC | NEW YORK | 299257 | $185.6M | 4 | 2026-03-31 | → |
| 1671 | WYNNEFIELD CAPITAL, INC. | NEW YORK | 157604 | $184.5M | 2 | 2026-06-30 | → |
| 1672 | CLEANHILL PARTNERS LP | NEW YORK | 338398 | $184.4M | 5 | 2026-06-30 | → |
| 1673 | DPM CAPITAL LLC | NEW YORK | 289313 | $183.3M | 6 | 2024-12-31 | → |
| 1674 | JLENS | NEW YORK | 331778 | $183.3M | 5 | 2025-10-31 | → |
| 1675 | EMMETT INVESTMENT MANAGEMENT, LP | NEW YORK | 299543 | $181.6M | 2 | 2026-03-31 | → |
| 1676 | 2E CAPITAL PARTNERS LP | NEW YORK | 334821 | $180.0M | 5 | 2026-03-31 | → |
| 1677 | DAVENTRY GROUP LP | NEW YORK | 306533 | $179.9M | 3 | 2026-03-31 | → |
| 1678 | STIRLINGSHIRE RIA LLC | NEW YORK | 327779 | $179.8M | 29 | 2026-03-31 | → |
| 1679 | GREENWOOD INVESTORS LLC | NEW YORK | 155088 | $179.8M | 4 | 2026-03-31 | → |
| 1680 | ARC24 MANAGEMENT, LP | NEW YORK | 331983 | $179.7M | 4 | 2026-03-31 | → |
| 1681 | AJF CAPITAL MANAGEMENT, INC. | NEW YORK | 126414 | $178.5M | 4 | 2025-11-30 | → |
| 1682 | INDEX TECHNOLOGIES GROUP LLC | NEW YORK | 327771 | $178.3M | 7 | 2026-04-30 | → |
| 1683 | CANDELO CAPITAL MANAGEMENT LP | NEW YORK | 307389 | $178.1M | 5 | 2026-03-31 | → |
| 1684 | LANSING MANAGEMENT, LP | NEW YORK | 285921 | $178.1M | 3 | 2026-03-31 | → |
| 1685 | HUDSON EXECUTIVE CAPITAL LP | NEW YORK | 175032 | $178.1M | 2 | 2026-03-31 | → |
| 1686 | OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC | NEW YORK | 140485 | $177.8M | 9 | 2026-04-30 | → |
| 1687 | FUTURE YOU WEALTH LLC | NEW YORK | 305173 | $177.8M | 4 | 2025-04-30 | → |
| 1688 | NINE LEFT CAPITAL LP | NEW YORK | 332838 | $176.1M | 5 | 2026-03-31 | → |
| 1689 | THREE BRIDGES CAPITAL, LP | NEW YORK | 160021 | $175.5M | 5 | 2026-03-31 | → |
| 1690 | FEENIX VENTURE PARTNERS, LLC | NEW YORK | 304152 | $175.5M | 10 | 2026-06-30 | → |
| 1691 | PENBROOK MANAGEMENT LLC | NEW YORK | 127269 | $175.4M | 4 | 2026-05-31 | → |
| 1692 | CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC | NEW YORK | 289848 | $175.1M | 1 | 2026-03-31 | → |
| 1693 | ARROW CAPITAL MANAGEMENT, LLC | NEW YORK | 165190 | $174.8M | 2 | 2026-04-30 | → |
| 1694 | NESTGSV INVESTMENT MANAGEMENT, LLC | NEW YORK | 306285 | $174.7M | 3 | 2026-06-30 | → |
| 1695 | TWO PARKS CAPITAL LLC | NEW YORK | 333142 | $174.6M | 5 | 2026-03-31 | → |
| 1696 | UNLIMITED FUNDS, INC. | NEW YORK | 322644 | $174.5M | 6 | 2026-04-30 | → |
| 1697 | BARINGTON COMPANIES INVESTORS, LLC | NEW YORK | 161305 | $172.9M | 9 | 2026-03-31 | → |
| 1698 | STEINBERG ASSET MANAGEMENT, LLC | NEW YORK | 118968 | $172.2M | 5 | 2026-03-31 | → |
| 1699 | TRIANGLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 329567 | $171.8M | 13 | 2026-03-31 | → |
| 1700 | WHITE HAT CAPITAL PARTNERS LP | NEW YORK | 288059 | $171.4M | 6 | 2026-03-31 | → |
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