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 | |
|---|---|---|---|---|---|---|---|
| 1801 | WALLSTREETI.COM LLC. | NEW YORK | 123567 | $105.2M | 1 | 2026-03-31 | → |
| 1802 | INSTITUTIONAL INVESTMENT ADVISORS CORP | NEW YORK | 126055 | $105.2M | 3 | 2026-02-28 | → |
| 1803 | KNOWN WEALTH LLC | NEW YORK | 321745 | $104.9M | 10 | 2025-10-31 | → |
| 1804 | COAST CAPITAL MANAGEMENT, LP | NEW YORK | 289883 | $102.6M | 4 | 2026-03-31 | → |
| 1805 | HUNT CAPITAL MANAGEMENT, LLC | NEW YORK | 308017 | $102.0M | 22 | 2026-03-31 | → |
| 1806 | ONEWELTH INC | NEW YORK | 325277 | $101.9M | 2 | 2026-03-31 | → |
| 1807 | CORNWALL CAPITAL MANAGEMENT LP | NEW YORK | 161451 | $101.8M | 6 | 2026-03-31 | → |
| 1808 | BLANTYRE CAPITAL US LLC | NEW YORK | 336308 | $101.6M | 8 | 2026-05-31 | → |
| 1809 | REPERTOIRE PARTNERS LP | NEW YORK | 316084 | $101.0M | 6 | 2025-03-31 | → |
| 1810 | BRAVE EAGLE WEALTH MANAGEMENT, LLC | NEW YORK | 283307 | $101.0M | 2 | 2026-03-31 | → |
| 1811 | SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC | NEW YORK | 309110 | $100.6M | 4 | 2026-03-31 | → |
| 1812 | FERGHANA INVESTMENT PARTNERS, LP | NEW YORK | 337822 | $100.0M | 6 | 2026-05-31 | → |
| 1813 | ACACIA ASSET MANAGEMENT LLC | NEW YORK | 287857 | $100.0M | 2 | 2026-06-30 | → |
| 1814 | 13D MANAGEMENT LLC | NEW YORK | 154009 | $99.4M | 8 | 2026-03-31 | → |
| 1815 | AREX CAPITAL MANAGEMENT, LP | NEW YORK | 289595 | $99.4M | 6 | 2026-03-31 | → |
| 1816 | WATERFRONT CAPITAL PARTNERS LLC | NEW YORK | 167801 | $99.3M | 4 | 2026-03-31 | → |
| 1817 | MUZINICH DIRECT LENDING ADVISER, LLC | NEW YORK | 327891 | $98.0M | 48 | 2026-06-30 | → |
| 1818 | LPK INVESTMENT GROUP, LLP | NEW YORK | 218514 | $98.0M | 68 | 2026-03-31 | → |
| 1819 | MANISPACE CAPITAL, LP | NEW YORK | 334852 | $97.4M | 5 | 2026-06-30 | → |
| 1820 | ASPIRE STRATEGIST PORTFOLIOS LLC | NEW YORK | 327902 | $97.3M | 5 | 2026-03-31 | → |
| 1821 | STRATACORE CAPITAL MANAGEMENT, LLC | NEW YORK | 171163 | $97.0M | 2 | 2026-03-31 | → |
| 1822 | UOB GLOBAL CAPITAL LLC | NEW YORK | 160659 | $96.8M | 7 | 2026-03-31 | → |
| 1823 | S. MUOIO & CO. LLC | NEW YORK | 155549 | $95.1M | 2 | 2026-03-31 | → |
| 1824 | MON CAPITAL MANAGEMENT LLC | NEW YORK | 333785 | $95.0M | 2 | 2026-04-30 | → |
| 1825 | WINGSPAN CAPITAL, LLC | NEW YORK | 307759 | $94.5M | 1 | 2026-03-31 | → |
| 1826 | LUESINK FINANCIAL PLANNING LLC | NEW YORK | 147076 | $94.1M | 2 | 2026-04-30 | → |
| 1827 | GRAVITY CAPITAL MANAGEMENT LLC | NEW YORK | 137083 | $94.0M | 2 | 2026-03-31 | → |
| 1828 | TARGET ROCK WEALTH MANAGEMENT, LLC | NEW YORK | 312279 | $94.0M | 4 | 2026-04-30 | → |
| 1829 | OPPENHEIMER + CLOSE, LLC | NEW YORK | 15168 | $93.0M | 5 | 2026-03-31 | → |
| 1830 | TEKMEN WELLS LLC | NEW YORK | 168431 | $92.4M | 2 | 2026-01-31 | → |
| 1831 | PURA VIDA INVESTMENTS, LLC | NEW YORK | 166703 | $91.5M | 2 | 2026-03-31 | → |
| 1832 | WASHINGTON SQUARE CAPITAL MANAGEMENT LLC | NEW YORK | 150335 | $90.4M | 2 | 2026-01-31 | → |
| 1833 | REDWOOD ADVISORY, LLC | NEW YORK | 322770 | $88.5M | 2 | 2026-03-31 | → |
| 1834 | IVESTA CORP | NEW YORK | 337603 | $88.0M | 2 | 2026-05-31 | → |
| 1835 | LEXION CAPITAL MANAGEMENT LP | NEW YORK | 153273 | $87.9M | 4 | 2026-03-31 | → |
| 1836 | LK FINANCIAL PLANNING LLC | NEW YORK | 160539 | $86.9M | 1 | 2026-02-28 | → |
| 1837 | MACE CAPITAL MANAGEMENT, LLC | NEW YORK | 134605 | $86.2M | 1 | 2026-02-28 | → |
| 1838 | ARROW INVESTMENT MANAGEMENT, LLC | NEW YORK | 334614 | $85.6M | 5 | 2026-03-31 | → |
| 1839 | PRIVATE EQUITY INVESTORS, INC | NEW YORK | 160559 | $85.4M | 4 | 2026-03-31 | → |
| 1840 | ATW SPAC MANAGEMENT LLC | NEW YORK | 283737 | $85.4M | 7 | 2026-04-30 | → |
| 1841 | GROUP RMC INVESTMENT ADVISOR LLC | NEW YORK | 318504 | $84.6M | 2 | 2026-03-31 | → |
| 1842 | LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC | NEW YORK | 169980 | $84.2M | 2 | 2026-04-30 | → |
| 1843 | GREYCLIFF WEALTH MANAGEMENT, LLC | NEW YORK | 307645 | $83.8M | 4 | 2026-04-30 | → |
| 1844 | DOUBLE DUTY MONEY MANAGEMENT LLC | NEW YORK | 326792 | $83.7M | 4 | 2026-01-31 | → |
| 1845 | NORTHSTAR CAPITAL FUNDS, LLC | NEW YORK | 138526 | $83.3M | 4 | 2026-03-31 | → |
| 1846 | LUMIERE FINANCIAL GROUP LLC | NEW YORK | 319171 | $82.7M | 5 | 2026-04-30 | → |
| 1847 | SONICA CAPITAL LLC | NEW YORK | 163702 | $82.6M | — | 2024-12-31 | → |
| 1848 | DUB ADVISORS LLC | NEW YORK | 315589 | $81.8M | 8 | 2026-06-30 | → |
| 1849 | BETTEREDGE CAPITAL LLC | NEW YORK | 334496 | $81.4M | 4 | 2026-06-30 | → |
| 1850 | ABERNATHY GROUP II LLC | NEW YORK | 152401 | $80.2M | 4 | 2026-03-31 | → |
| 1851 | SEAPORT GLOBAL ASSET MANAGEMENT LLC | NEW YORK | 298944 | $80.0M | 3 | 2026-03-31 | → |
| 1852 | 2XIDEAS US INC. | NEW YORK | 328190 | $79.7M | 2 | 2026-06-30 | → |
| 1853 | MINERVA WEALTH ADVISORY LLC | NEW YORK | 282723 | $79.5M | 2 | 2026-03-31 | → |
| 1854 | REVERE WEALTH MANAGEMENT LLC | NEW YORK | 170560 | $78.3M | 7 | 2026-03-31 | → |
| 1855 | PEARL LANE ADVISORS, LLC | NEW YORK | 172681 | $78.2M | 15 | 2026-05-31 | → |
| 1856 | CONNECTIVE WEALTH PARTNERS, LLC | NEW YORK | 335624 | $77.6M | 12 | 2026-04-30 | → |
| 1857 | DIVERSE CAPITAL MANAGEMENT, LLC | NEW YORK | 221525 | $77.0M | 3 | 2024-12-31 | → |
| 1858 | DRYDEN CAPITAL, LLC | NEW YORK | 172648 | $76.6M | 3 | 2026-04-30 | → |
| 1859 | CATHAY CAPITAL NA, LLC | NEW YORK | 268816 | $76.6M | 6 | 2026-03-31 | → |
| 1860 | SQN CAPITAL MANAGEMENT, LLC | NEW YORK | 158704 | $75.4M | 3 | 2025-04-30 | → |
| 1861 | PERIPHAS CAPITAL, LP | NEW YORK | 291980 | $72.6M | 4 | 2026-03-31 | → |
| 1862 | FRANCO FINANCIAL ADVISORS, INC. | NEW YORK | 137587 | $72.0M | 3 | 2026-03-31 | → |
| 1863 | SILVER ADVISORS, LLC | NEW YORK | 291109 | $71.9M | 1 | 2026-01-31 | → |
| 1864 | OBRA FUND MANAGEMENT, LLC | NEW YORK | 328207 | $71.6M | 47 | 2026-03-31 | → |
| 1865 | AZURA PARTNERS US LLC | NEW YORK | 327986 | $71.3M | 6 | 2026-06-30 | → |
| 1866 | FIDUCIARY MANAGEMENT GROUP, LLC | NEW YORK | 136612 | $70.7M | 2 | 2026-03-31 | → |
| 1867 | VERISTAR CAPITAL MANAGEMENT LP | NEW YORK | 317504 | $70.2M | 3 | 2025-03-31 | → |
| 1868 | PERCENT ADVISORS, LLC | NEW YORK | 318890 | $70.0M | 2 | 2026-06-30 | → |
| 1869 | CAPITAL MANAGEMENT ASSOCIATES INC | NEW YORK | 104783 | $68.7M | 8 | 2026-03-31 | → |
| 1870 | PEAK ALTITUDE PARTNERS, LP | NEW YORK | 338110 | $68.1M | 4 | 2026-05-31 | → |
| 1871 | RITTER ALPHA, LP | NEW YORK | 300954 | $67.9M | 3 | 2026-03-31 | → |
| 1872 | VANQUOUR LLC | NEW YORK | 317552 | $67.0M | 3 | 2026-06-30 | → |
| 1873 | 16ROCK ASSET MANAGEMENT LLC | NEW YORK | 326709 | $66.9M | 1 | 2025-07-31 | → |
| 1874 | ALINEA INVEST, INC. | NEW YORK | 311782 | $66.6M | 10 | 2026-03-31 | → |
| 1875 | CLARION CALL CAPITAL LLC | NEW YORK | 333446 | $66.5M | 1 | 2026-03-31 | → |
| 1876 | ACE & COMPANY NEW YORK, INC. | NEW YORK | 304442 | $65.8M | 4 | 2026-04-30 | → |
| 1877 | VESTO ADVISORS, LLC | NEW YORK | 324487 | $65.4M | 3 | 2025-03-31 | → |
| 1878 | VAZIRANI ASSET MANAGEMENT LLC | NEW YORK | 289186 | $65.0M | 3 | 2026-03-31 | → |
| 1879 | MALATAI CAPITAL LLC | NEW YORK | 299975 | $65.0M | 3 | 2026-03-31 | → |
| 1880 | ROSCI LAMB, LLC | NEW YORK | 337278 | $65.0M | 1 | 2026-01-31 | → |
| 1881 | MINT ASSET MANAGEMENT LLC | NEW YORK | 315568 | $64.5M | 4 | 2026-03-31 | → |
| 1882 | CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | NEW YORK | 109385 | $62.9M | 7 | 2026-03-31 | → |
| 1883 | PRINCE FINANCIAL ADVISORY LLC | NEW YORK | 131234 | $62.2M | 1 | 2026-02-28 | → |
| 1884 | KINEO CAPITAL LLC | NEW YORK | 315019 | $61.1M | 3 | 2026-03-31 | → |
| 1885 | IQCIO LLC | NEW YORK | 285435 | $60.9M | 2 | 2026-03-31 | → |
| 1886 | ATLA CAPITAL MANAGEMENT LLC | NEW YORK | 312501 | $60.8M | 2 | 2026-03-31 | → |
| 1887 | BLACKSTONE REAL ESTATE ADVISORS V L.P. | NEW YORK | 138208 | $60.2M | 374 | 2026-03-31 | → |
| 1888 | GOLDIRON GP LLC | NEW YORK | 285239 | $60.2M | 1 | 2026-03-31 | → |
| 1889 | LIBERTY WEALTH MANAGERS LLC | NEW YORK | 322131 | $59.9M | 2 | 2026-03-31 | → |
| 1890 | QUANTEL ASSET MANAGEMENT LLC | NEW YORK | 311013 | $59.7M | 3 | 2026-05-31 | → |
| 1891 | TRUCK CAPITAL MANAGEMENT LLC | NEW YORK | 164329 | $58.3M | 7 | 2026-05-31 | → |
| 1892 | PRINCETON VALUE PARTNERS LLC | NEW YORK | 313153 | $57.4M | 2 | 2026-03-31 | → |
| 1893 | NEWOAK ASSET MANAGEMENT LLC | NEW YORK | 172956 | $57.1M | 6 | 2026-03-31 | → |
| 1894 | HUDSON PARK MANAGEMENT, LLC | NEW YORK | 312410 | $57.0M | 2 | 2025-03-31 | → |
| 1895 | MOMENT ADVISORS, LLC | NEW YORK | 325262 | $56.3M | 6 | 2026-05-31 | → |
| 1896 | SZOP MULTISTRAT MANAGEMENT LLC | NEW YORK | 317689 | $55.9M | 8 | 2026-04-30 | → |
| 1897 | SIDUS INVESTMENT MANAGEMENT, LLC | NEW YORK | 160406 | $55.1M | 4 | 2026-03-31 | → |
| 1898 | ALPHA RIA LLC | NEW YORK | 313285 | $54.5M | 2 | 2025-03-31 | → |
| 1899 | VALOREM LLC | NEW YORK | 339215 | $54.3M | 2 | 2026-04-30 | → |
| 1900 | NUMINA CAPITAL MANAGEMENT, LLC | NEW YORK | 169973 | $53.2M | 4 | 2024-12-31 | → |
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