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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
← PreviousPage 21 of 21 · 2,018 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
2001REVOLUT WEALTH INC.NEW YORK322894$5.5M52026-02-28→
2002CENTERFIN INC.NEW YORK306461$4.4M52025-08-31→
2003ADLER ASSET MANAGEMENT, LLCNEW YORK293512$4.4M12026-01-31→
200421SHARES US LLCNEW YORK328136$4.4M252026-03-31→
2005MSA POWER FUNDS LLCNEW YORK326791$3.0M22026-03-31→
2006WORTH CHARTING GROUP LLCNEW YORK340328$2.5M22026-04-30→
2007EXOS ASSET MANAGEMENT LLCNEW YORK305706$1.9M242026-04-30→
2008ELPHINSTONE, INC.NEW YORK311264$1.4M52026-04-30→
2009ROSENBLATT GLOBAL ADVISORS LLCNEW YORK311654$1.0M42025-03-31→
2010VALLEY FINANCIAL MANAGEMENT, INC.NEW YORK105387$473,2541242026-02-28→
2011BLACKSTONE REAL ESTATE ADVISORS IV L.L.C.NEW YORK120936$147,7534262026-01-31→
2012ALTI LLCNEW YORK298935$100,81732025-03-31→
2013WEALTHMEUP ADVISORS LLCNEW YORK335157$75,93122026-04-30→
2014GEN INVEST LLCNEW YORK333196$40,00042026-03-31→
2015OMEN ADVISORY, LLCNEW YORK337532$36,00022026-03-31→
2016VALUR ROBO ADVISORS LLCNEW YORK318675$26,52622026-03-31→
2017MUSAFFA LLCNEW YORK338525$2,00022026-05-31→
2018QUANT ALPHA LLCNEW YORK336290$41712026-03-31→

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Sleeve2,018 firms · 2026-06-30