Research Report · 2026-06-30
Institutional Registered Investment Advisers in New York
SEC-registered investment advisers in New York ranked by reported institutional client assets.
Firms
1,058
Total AUM
$29.86T
Median AUM
$1.04B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | ETHIC INC. | NEW YORK | 282827 | $7.82B | 76 | 2026-03-31 | → |
| 102 | ABBOTT CAPITAL MANAGEMENT LLC | NEW YORK | 106332 | $15.33B | 60 | 2026-03-31 | → |
| 103 | MKP CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 113851 | $12.85B | 46 | 2026-03-31 | → |
| 104 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | NEW YORK | 151599 | $105.30B | 1,790 | 2026-04-30 | → |
| 105 | WAFRA INC. | NEW YORK | 108673 | $29.04B | 158 | 2026-06-30 | → |
| 106 | ADVENT CAPITAL MANAGEMENT, LLC | NEW YORK | 113013 | $8.82B | 58 | 2026-03-31 | → |
| 107 | EPOCH INVESTMENT PARTNERS, INC. | NEW YORK | 131556 | $29.73B | 137 | 2026-05-31 | → |
| 108 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | NEW YORK | 137519 | $44.11B | 753 | 2026-05-31 | → |
| 109 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | NEW YORK | 161684 | $6.35B | 30 | 2026-05-31 | → |
| 110 | SILVERCREST ASSET MANAGEMENT GROUP LLC | NEW YORK | 118333 | $28.33B | 175 | 2026-03-31 | → |
| 111 | SIGULER GUFF ADVISERS LLC | NEW YORK | 106788 | $18.26B | 130 | 2026-03-31 | → |
| 112 | BETTERMENT LLC | NEW YORK | 149117 | $69.52B | 794 | 2026-06-30 | → |
| 113 | ROCKEFELLER & CO. LLC | NEW YORK | 294197 | $36.76B | 602 | 2026-03-31 | → |
| 114 | DAVIS SELECTED ADVISERS - NY, INC. | NEW YORK | 106659 | $21.98B | 57 | 2026-03-31 | → |
| 115 | MANNING & NAPIER ADVISORS, LLC | FAIRPORT | 105992 | $17.03B | 195 | 2026-06-30 | → |
| 116 | VARAGON CAPITAL PARTNERS, L.P. | NEW YORK | 281851 | $13.99B | 78 | 2026-06-30 | → |
| 117 | MUZINICH & CO., INC. | NEW YORK | 22998 | $31.27B | 110 | 2026-06-30 | → |
| 118 | AETOS ALTERNATIVES MANAGEMENT, L.P. | NEW YORK | 116761 | $5.80B | 19 | 2026-03-31 | → |
| 119 | CHRISTOFFERSON, ROBB & COMPANY, LLC | NEW YORK | 121299 | $11.27B | 42 | 2026-06-30 | → |
| 120 | ALTAMAR PARTNERS NORTH AMERICA LLC | NEW YORK | 283144 | $5.15B | 11 | 2026-03-31 | → |
| 121 | EAST END ADVISORS, LLC | NEW YORK | 147144 | $6.06B | 17 | 2026-04-30 | → |
| 122 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | RENSSELAER | 36026 | $5.06B | 11 | 2026-03-31 | → |
| 123 | ATALANTA SOSNOFF CAPITAL, LLC | NEW YORK | 104880 | $4.98B | 37 | 2026-03-31 | → |
| 124 | LADENBURG THALMANN ASSET MANAGEMENT INC | NEW YORK | 108604 | $6.68B | 30 | 2026-05-31 | → |
| 125 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | NEW YORK | 157483 | $18.99B | 58 | 2026-05-31 | → |
| 126 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | NEW YORK | 106523 | $20.13B | 37 | 2026-03-31 | → |
| 127 | SELECT EQUITY GROUP, L.P. | NEW YORK | 168496 | $36.38B | 171 | 2026-03-31 | → |
| 128 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | NEW YORK | 327208 | $57.92B | 753 | 2026-05-31 | → |
| 129 | CAPITOLIS ADVISORS LLC | NEW YORK | 290462 | $4.50B | 68 | 2026-04-30 | → |
| 130 | ANCALA PARTNERS LLC | NEW YORK | 333844 | $4.36B | 7 | 2026-04-30 | → |
| 131 | GRESHAM INVESTMENT MANAGEMENT LLC | NEW YORK | 134392 | $8.55B | 41 | 2026-06-30 | → |
| 132 | ANTARCTICA INVESTMENT ADVISORS, LLC | NEW YORK | 284659 | $5.57B | 32 | 2026-06-30 | → |
| 133 | DAIWA ASSET MANAGEMENT (AMERICA) LTD. | NEW YORK | 126191 | $5.96B | 12 | 2026-06-30 | → |
| 134 | SUMMIT ROCK ADVISORS, LP | NEW YORK | 144059 | $26.18B | 74 | 2026-03-31 | → |
| 135 | GRANGER MANAGEMENT LLC | NEW YORK | 168096 | $4.92B | 12 | 2026-03-31 | → |
| 136 | ALPINVEST US HOLDINGS, LLC | NEW YORK | 328458 | $57.66B | 289 | 2026-03-31 | → |
| 137 | INVESCO SENIOR SECURED MANAGEMENT, INC. | NEW YORK | 107590 | $29.38B | 109 | 2026-03-31 | → |
| 138 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | NEW YORK | 332278 | $4.60B | 5 | 2026-03-31 | → |
| 139 | STACEY BRAUN ASSOCIATES INC | NEW YORK | 105056 | $5.50B | 17 | 2026-03-31 | → |
| 140 | STIFEL CAPITAL MANAGEMENT, LLC | NEW YORK | 328365 | $4.20B | 9 | 2026-03-31 | → |
| 141 | OCTAGON CREDIT INVESTORS, LLC | NEW YORK | 155336 | $35.05B | 100 | 2026-03-31 | → |
| 142 | STABLE ASSET MANAGEMENT LP | NEW YORK | 309966 | $4.60B | 21 | 2026-06-30 | → |
| 143 | SUMMIT TRAIL ADVISORS, LLC | NEW YORK | 220519 | $19.94B | 94 | 2026-05-31 | → |
| 144 | PINNACLE ASSOCIATES, LTD. | NEW YORK | 110631 | $10.39B | 69 | 2026-03-31 | → |
| 145 | GUGGENHEIM CORPORATE FUNDING, LLC | NEW YORK | 300895 | $11.29B | 16 | 2026-05-31 | → |
| 146 | TOCQUEVILLE ASSET MANAGEMENT LP | NEW YORK | 105690 | $10.24B | 73 | 2026-03-31 | → |
| 147 | CINVEN, INC. | NEW YORK | 323534 | $3.28B | 20 | 2026-03-31 | → |
| 148 | GREENHAVEN ASSOCIATES INC | PURCHASE | 104729 | $11.66B | 7 | 2026-02-28 | → |
| 149 | LYRICAL ASSET MANAGEMENT LP | NEW YORK | 148267 | $7.37B | 30 | 2026-03-31 | → |
| 150 | CVC CREDIT PARTNERS, LLC | NEW YORK | 138528 | $61.63B | 153 | 2026-05-31 | → |
| 151 | FAMILY MANAGE LLC | NEW YORK | 104951 | $5.31B | 23 | 2026-04-30 | → |
| 152 | BARON CAPITAL MANAGEMENT, INC. | NEW YORK | 110791 | $10.79B | 221 | 2026-05-31 | → |
| 153 | FIRST MANHATTAN CO. LLC | NEW YORK | 325281 | $38.09B | 147 | 2026-04-30 | → |
| 154 | JEFFERIES INVESTMENT ADVISERS LLC | NEW YORK | 325421 | $5.15B | 119 | 2026-06-30 | → |
| 155 | ALESCO ADVISORS, LLC, AN ESL COMPANY | PITTSFORD | 339091 | $5.61B | 26 | 2026-04-30 | → |
| 156 | ALTES CAPITAL, LLC | NEW YORK | 331481 | $3.19B | 7 | 2026-03-31 | → |
| 157 | LOCUST WOOD CAPITAL ADVISERS, LLC | NEW YORK | 135140 | $4.40B | 12 | 2026-03-31 | → |
| 158 | OPPENHEIMER & CO. INC. | NEW YORK | 249 | $36.71B | 2,806 | 2026-06-30 | → |
| 159 | SONA ASSET MANAGEMENT (US) LLC | NEW YORK | 291738 | $33.49B | 39 | 2026-06-30 | → |
| 160 | WESTFULLER ADVISORS, LLC | NEW YORK | 155054 | $3.37B | 23 | 2026-03-31 | → |
| 161 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | NEW YORK | 132694 | $7.90B | 41 | 2026-03-31 | → |
| 162 | OFFIT CAPITAL ADVISORS LLC | NEW YORK | 144474 | $20.60B | 82 | 2026-03-31 | → |
| 163 | JOHN W. BRISTOL & CO., INC. | NEW YORK | 105597 | $7.07B | 18 | 2026-03-31 | → |
| 164 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | NEW YORK | 109591 | $120.70B | 364 | 2026-03-31 | → |
| 165 | RUANE, CUNNIFF & GOLDFARB L.P. | NEW YORK | 285971 | $10.53B | 52 | 2026-03-31 | → |
| 166 | INVESTCORP INVESTMENT SOLUTIONS LLC | NEW YORK | 314925 | $2.79B | 6 | 2025-09-30 | → |
| 167 | STONE HILL FIDUCIARY MANAGEMENT, LLC | GREAT NECK | 164981 | $2.79B | 3 | 2026-03-31 | → |
| 168 | OPPENHEIMER ASSET MANAGEMENT INC. | NEW YORK | 105559 | $21.33B | 129 | 2026-03-31 | → |
| 169 | THIRD POINT LLC | NEW YORK | 137927 | $28.73B | 143 | 2026-05-31 | → |
| 170 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | NEW YORK | 107367 | $4.76B | 79 | 2026-06-30 | → |
| 171 | ALESCO ADVISORS LLC | PITTSFORD | 108590 | $4.81B | 27 | 2025-03-31 | → |
| 172 | ASSET MANAGEMENT ONE USA INC. | NEW YORK | 108982 | $2.90B | 32 | 2026-05-31 | → |
| 173 | STARBOARD VALUE LP | NEW YORK | 156943 | $8.15B | 44 | 2026-03-31 | → |
| 174 | ADVANCED PORTFOLIO MANAGEMENT, LLC | NEW YORK | 138769 | $2.70B | 18 | 2026-03-31 | → |
| 175 | FRED ALGER MANAGEMENT, LLC | NEW YORK | 106750 | $26.14B | 98 | 2026-05-31 | → |
| 176 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | NEW YORK | 146696 | $48.84B | 255 | 2026-06-30 | → |
| 177 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | NEW YORK | 135284 | $33.37B | 47 | 2026-03-31 | → |
| 178 | GILDER GAGNON HOWE & CO. LLC | NEW YORK | 2002 | $12.12B | 84 | 2026-03-31 | → |
| 179 | ICON INFRASTRUCTURE NORTH AMERICA INC. | NEW YORK | 306800 | $2.52B | 17 | 2026-06-30 | → |
| 180 | DONALD SMITH & CO., INC. | NEW YORK | 104947 | $5.60B | 11 | 2026-03-31 | → |
| 181 | BSP NY LLC | NEW YORK | 128557 | $14.24B | 18 | 2026-03-31 | → |
| 182 | INFRARED CAPITAL PARTNERS (US) LLC | NEW YORK | 310401 | $2.44B | 28 | 2026-03-31 | → |
| 183 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | NEW YORK | 155680 | $46.63B | 523 | 2026-04-30 | → |
| 184 | TWO SIGMA INVESTMENTS, LP | NEW YORK | 137137 | $232.82B | 1,555 | 2026-03-31 | → |
| 185 | JV MANAGEMENT LLC | NEW YORK | 313398 | $4.98B | 25 | 2026-05-31 | → |
| 186 | TIEDEMANN ADVISORS, LLC | NEW YORK | 147189 | $31.01B | 182 | 2026-04-30 | → |
| 187 | TRG MANAGEMENT LP | NEW YORK | 138083 | $6.72B | 102 | 2026-03-31 | → |
| 188 | BELLE HAVEN INVESTMENTS, L.P. | RYE BROOK | 29278 | $23.32B | 47 | 2026-03-31 | → |
| 189 | MARATHON ASSET MANAGEMENT, L.P. | NEW YORK | 124613 | $30.48B | 193 | 2026-03-31 | → |
| 190 | NAPIER PARK GLOBAL CAPITAL (US) LP | NEW YORK | 166333 | $14.57B | 137 | 2026-05-31 | → |
| 191 | BIENVILLE CAPITAL MANAGEMENT, LLC | NEW YORK | 149320 | $4.45B | 27 | 2026-03-31 | → |
| 192 | RATSON ADVISORY LLC | NEW YORK | 330091 | $2.39B | 2 | 2026-02-28 | → |
| 193 | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | NEW YORK | 311808 | $2.72B | 25 | 2026-04-30 | → |
| 194 | ELDRIDGE CREDIT ADVISERS, LLC | NEW YORK | 155736 | $8.46B | 292 | 2026-05-31 | → |
| 195 | HAMLIN CAPITAL MANAGEMENT, LLC | NEW YORK | 119278 | $8.71B | 24 | 2026-03-31 | → |
| 196 | 3I CORPORATION | NEW YORK | 159892 | $2.70B | 27 | 2026-06-30 | → |
| 197 | LAWLEY RETIREMENT ADVISORS, LLC | BUFFALO | 282786 | $2.13B | 12 | 2026-03-31 | → |
| 198 | CORBIN CAPITAL PARTNERS, L.P. | NEW YORK | 130819 | $11.22B | 56 | 2026-03-31 | → |
| 199 | TWO SIGMA ADVISERS, LP | NEW YORK | 152254 | $74.26B | 101 | 2026-01-31 | → |
| 200 | ACORN ADVISORY CAPITAL, L.P. | NEW YORK | 133040 | $2.96B | 22 | 2026-03-31 | → |
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