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 | |
|---|---|---|---|---|---|---|---|
| 201 | MEADOW CAPITAL MANAGEMENT LLC | NEW YORK | 161322 | $5.97B | 17 | 2026-03-31 | → |
| 202 | OBRA CAPITAL MANAGEMENT, LLC. | NEW YORK | 155231 | $5.75B | 132 | 2026-04-30 | → |
| 203 | POMONA MANAGEMENT LLC | NEW YORK | 148269 | $15.16B | 41 | 2026-03-31 | → |
| 204 | ARAX ADVISORY PARTNERS, LLC | NEW YORK | 133535 | $23.18B | 319 | 2026-06-30 | → |
| 205 | IFM INVESTORS (US) ADVISOR, LLC | NEW YORK | 146366 | $40.23B | 157 | 2025-12-31 | → |
| 206 | CARRET ASSET MANAGEMENT, LLC | NEW YORK | 131445 | $3.46B | 22 | 2026-06-30 | → |
| 207 | RBB TREASURY LLC | NEW YORK | 314581 | $1.89B | 4 | 2026-03-31 | → |
| 208 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC | NEW YORK | 158165 | $6.31B | 62 | 2026-03-31 | → |
| 209 | TIPTREE ADVISORS, LLC | NEW YORK | 137758 | $2.31B | 13 | 2026-03-31 | → |
| 210 | CLARFELD FINANCIAL ADVISORS, LLC | TARRYTOWN | 106743 | $15.54B | 204 | 2026-04-30 | → |
| 211 | WATERFALL ASSET MANAGEMENT, LLC | NEW YORK | 137746 | $22.04B | 133 | 2026-03-31 | → |
| 212 | TD PRIVATE CLIENT WEALTH LLC | NEW YORK | 164484 | $8.57B | 671 | 2026-06-30 | → |
| 213 | VELOCITY CAPITAL ADVISORS LLC | NEW YORK | 322722 | $2.12B | 13 | 2026-05-31 | → |
| 214 | ITAU USA ASSET MANAGEMENT INC. | NEW YORK | 156313 | $9.27B | 26 | 2026-03-31 | → |
| 215 | BNY MELLON ADVISORS, INC. | NEW YORK | 106108 | $33.48B | 66 | 2026-05-31 | → |
| 216 | BROAD BAY CAPITAL MANAGEMENT LP | NEW YORK | 284341 | $1.89B | 10 | 2026-03-31 | → |
| 217 | HERMES GPE (USA) INC | NEW YORK | 166839 | $1.66B | 4 | 2026-03-31 | → |
| 218 | WARBURG PINCUS LLC | NEW YORK | 156945 | $108.66B | 829 | 2026-03-31 | → |
| 219 | CORSAIR CAPITAL LLC | NEW YORK | 137887 | $7.68B | 52 | 2026-04-30 | → |
| 220 | INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. | NEW YORK | 329155 | $5.19B | 10 | 2026-04-30 | → |
| 221 | CAPRICORN INVESTMENT GROUP LLC | NEW YORK | 147417 | $18.85B | 46 | 2026-04-30 | → |
| 222 | LAKE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 166526 | $1.58B | 8 | 2026-03-31 | → |
| 223 | BRAVE WARRIOR ADVISORS, LLC | NEW YORK | 108894 | $5.64B | 6 | 2026-04-30 | → |
| 224 | KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. | NEW YORK | 174341 | $1.49B | 4 | 2026-05-31 | → |
| 225 | STONY POINT CAPITAL LLC | NEW YORK | 283066 | $1.49B | 5 | 2026-03-31 | → |
| 226 | GRAYPOINT LLC | ALBANY | 135950 | $4.65B | 69 | 2025-10-31 | → |
| 227 | MUDRICK CAPITAL MANAGEMENT, LP | NEW YORK | 161012 | $3.28B | 35 | 2026-06-30 | → |
| 228 | COMPASS GROUP LLC | NEW YORK | 108772 | $1.65B | 19 | 2026-03-31 | → |
| 229 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | NEW YORK | 301925 | $12.47B | 52 | 2026-04-30 | → |
| 230 | EQUITABLE ADVISORS, LLC | NEW YORK | 6627 | $42.48B | 5,674 | 2026-05-31 | → |
| 231 | M.D. SASS, LLC | NEW YORK | 110590 | $2.06B | 19 | 2026-03-31 | → |
| 232 | SABA CAPITAL MANAGEMENT, L.P. | NEW YORK | 154362 | $18.30B | 67 | 2026-05-31 | → |
| 233 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | NEW YORK | 149165 | $2.18B | 16 | 2026-06-30 | → |
| 234 | SECOR INVESTMENT MANAGEMENT, LP | NEW YORK | 155919 | $2.17B | 38 | 2026-06-30 | → |
| 235 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | NEW YORK | 160157 | $40.36B | 83 | 2026-03-31 | → |
| 236 | ARNHOLD LLC | NEW YORK | 290117 | $6.44B | 13 | 2026-03-31 | → |
| 237 | 20 GATES MANAGEMENT LLC | NEW YORK | 155480 | $4.97B | 10 | 2026-03-31 | → |
| 238 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | NEW YORK | 336332 | $16.37B | 65 | 2026-05-31 | → |
| 239 | DB ADVISORY AMERICA, LIMITED(LTD) | NEW YORK | 313938 | $1.30B | 2 | 2026-01-31 | → |
| 240 | LAZARD ASSET MANAGEMENT (CANADA)INC | NEW YORK | 106340 | $2.28B | 0 | 2026-03-31 | → |
| 241 | SILVER ROCK CAPITAL PARTNERS LP | NEW YORK | 318007 | $6.83B | 15 | 2026-03-31 | → |
| 242 | OBSIDIAN CIO, LLC | NEW YORK | 289000 | $1.28B | 6 | 2026-06-30 | → |
| 243 | HORIZON KINETICS ASSET MANAGEMENT LLC | NEW YORK | 106096 | $9.61B | 80 | 2026-04-30 | → |
| 244 | NBT CAPITAL MANAGEMENT, INC. | NORWICH | 104932 | $1.61B | 15 | 2026-06-30 | → |
| 245 | MARSHALL + STERLING WEALTH ADVISORS, INC. | POUGHKEEPSIE | 164345 | $1.59B | 15 | 2026-05-31 | → |
| 246 | PARTNERS GROUP (USA) INC. | NEW YORK | 145228 | $29.12B | 431 | 2026-03-31 | → |
| 247 | SOUND POINT CAPITAL MANAGEMENT, LP | NEW YORK | 157479 | $36.98B | 200 | 2026-03-31 | → |
| 248 | KLINGMAN AND ASSOCIATES, LLC | NEW YORK | 125618 | $5.66B | 25 | 2026-05-31 | → |
| 249 | CSM CAPITAL CORPORATION | NEW YORK | 129789 | $1.85B | 9 | 2026-03-31 | → |
| 250 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | NEW YORK | 157434 | $142.15B | 437 | 2026-05-31 | → |
| 251 | KARPUS MANAGEMENT INC | PITTSFORD | 110275 | $4.01B | 38 | 2026-05-31 | → |
| 252 | ACADEMY ASSET MANAGEMENT, LLC | NEW YORK | 319774 | $1.29B | 13 | 2026-02-28 | → |
| 253 | SMITH AFFILIATED CAPITAL CORP | NEW YORK | 107675 | $1.68B | 10 | 2026-03-31 | → |
| 254 | EURAZEO NORTH AMERICA, INC. | NEW YORK | 300444 | $1.61B | 12 | 2026-03-31 | → |
| 255 | AXAR CAPITAL MANAGEMENT LP | NEW YORK | 217520 | $3.60B | 13 | 2026-06-30 | → |
| 256 | COURIER CAPITAL, LLC | BUFFALO | 282485 | $3.59B | 26 | 2026-03-31 | → |
| 257 | RESOLUTION CAPITAL (US) LIMITED | RYE BROOK | 298109 | $2.28B | 2 | 2025-09-30 | → |
| 258 | CULLEN CAPITAL MANAGEMENT, LLC | NEW YORK | 113128 | $11.58B | 64 | 2026-03-31 | → |
| 259 | SALUDA GRADE ASSET MANAGEMENT LLC | NEW YORK | 304725 | $5.83B | 51 | 2026-06-30 | → |
| 260 | CASTLE HOOK PARTNERS LP | NEW YORK | 284968 | $10.96B | 35 | 2026-03-31 | → |
| 261 | WEALTHSPIRE ADVISORS LLC | NEW YORK | 106181 | $34.32B | 397 | 2026-04-30 | → |
| 262 | NASSAU GLOBAL CREDIT LLC | NEW YORK | 287937 | $6.43B | 16 | 2026-03-31 | → |
| 263 | SEVEN BRIDGES ADVISORS LLC | NEW YORK | 158722 | $4.61B | 23 | 2026-06-30 | → |
| 264 | HARVEY PARTNERS, LLC | TARRYTOWN | 160681 | $1.23B | 5 | 2026-03-31 | → |
| 265 | MARKETS INFRASTRUCTURE PARTNERS LP | NEW YORK | 335487 | $1.11B | 6 | 2026-05-31 | → |
| 266 | PIVOTAL ADVISORS LLC | NEW YORK | 310612 | $1.07B | 4 | 2026-03-31 | → |
| 267 | PETIOLE USA LIMITED | NEW YORK | 159788 | $1.05B | 7 | 2026-03-31 | → |
| 268 | HUNTER POINT CAPITAL LP | NEW YORK | 310871 | $7.81B | 74 | 2026-03-31 | → |
| 269 | ANDALUSIAN PRIVATE CAPITAL, LP | NEW YORK | 313032 | $1.78B | 12 | 2026-03-31 | → |
| 270 | NOTTINGHAM ADVISORS INC. | AMHERST | 104928 | $1.43B | 11 | 2026-03-31 | → |
| 271 | FOCUSED WEALTH MANAGEMENT, INC. | NEWBURGH | 154828 | $2.27B | 19 | 2026-03-31 | → |
| 272 | GOLDMAN SACHS WEALTH SERVICES, L.P. | COHOES | 106693 | $31.69B | 1,923 | 2026-06-30 | → |
| 273 | BLEICHROEDER LP | NEW YORK | 304295 | $2.43B | 7 | 2026-03-31 | → |
| 274 | GENERATION CAPITAL MANAGEMENT LLC | PITTSFORD | 128523 | $1.15B | 4 | 2026-03-31 | → |
| 275 | UNIFI ASSET MANAGEMENT LP | NEW YORK | 330942 | $2.54B | 16 | 2026-06-30 | → |
| 276 | COHEN KLINGENSTEIN, LLC | NEW YORK | 148428 | $3.39B | 7 | 2026-03-31 | → |
| 277 | CASPIAN CAPITAL, LP | NEW YORK | 155751 | $7.03B | 29 | 2026-03-31 | → |
| 278 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | NEW YORK | 134009 | $80.36B | 113 | 2026-06-30 | → |
| 279 | KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC | NEW YORK | 160432 | $6.27B | 73 | 2026-05-31 | → |
| 280 | FORESIGHT GLOBAL INVESTORS, INC. | PURCHASE | 281818 | $955.2M | 6 | 2026-03-31 | → |
| 281 | GAM USA INC. | NEW YORK | 110458 | $1.55B | 14 | 2026-03-31 | → |
| 282 | PARK AVENUE SECURITIES LLC | NEW YORK | 46173 | $19.58B | 2,073 | 2026-06-30 | → |
| 283 | ORIX ADVISERS, LLC | NEW YORK | 307580 | $9.63B | 372 | 2026-06-30 | → |
| 284 | ODEON CAPITAL ADVISORS LLC | NEW YORK | 307619 | $967.5M | 14 | 2026-03-31 | → |
| 285 | ANGELO, GORDON & CO., L.P. | NEW YORK | 131940 | $115.94B | 1,096 | 2026-05-31 | → |
| 286 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | HAUPPAUGE | 167243 | $883.7M | 5 | 2026-03-31 | → |
| 287 | CREWCIAL PARTNERS LLC | NEW YORK | 131570 | $971.6M | 45 | 2026-04-30 | → |
| 288 | LVW ADVISORS, LLC | PITTSFORD | 159403 | $2.47B | 19 | 2026-03-31 | → |
| 289 | MOUNT LOGAN MANAGEMENT LLC | NEW YORK | 311161 | $1.98B | 120 | 2026-06-30 | → |
| 290 | STRATEGIC FINANCIAL SERVICES, INC. | UTICA | 109677 | $2.81B | 39 | 2026-03-31 | → |
| 291 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | NEW YORK | 106277 | $14.09B | 39 | 2026-05-31 | → |
| 292 | GUGGENHEIM INVESTMENT ADVISORS, LLC | NEW YORK | 108263 | $840.9M | 9 | 2026-03-31 | → |
| 293 | CARRICK LANE LLC | NEW YORK | 309148 | $3.03B | 6 | 2026-03-31 | → |
| 294 | MJE - LOOP CAPITAL PARTNERS LLC | NEW YORK | 287638 | $2.04B | 19 | 2026-03-31 | → |
| 295 | INGALLS & SNYDER LLC | NEW YORK | 2288 | $7.83B | 92 | 2025-12-31 | → |
| 296 | EQT PARTNERS INC. | NEW YORK | 160179 | $39.20B | 192 | 2026-03-31 | → |
| 297 | ANCHORAGE CAPITAL ADVISORS, L.P. | NEW YORK | 328998 | $27.83B | 88 | 2026-05-31 | → |
| 298 | STARR PRIVATE EQUITY PARTNERS, LLC | NEW YORK | 297886 | $5.12B | 26 | 2026-05-31 | → |
| 299 | GIA PARTNERS, LLC. | NEW YORK | 151207 | $1.06B | 10 | 2026-03-31 | → |
| 300 | NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. | NEW YORK | 116837 | $1.05B | 4 | 2026-05-31 | → |
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