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 | |
|---|---|---|---|---|---|---|---|
| 501 | LEUCADIA ASSET MANAGEMENT LLC | NEW YORK | 121767 | $3.06B | 33 | 2026-04-30 | → |
| 502 | GLOBAL EVOLUTION USA, LLC | NEW YORK | 161677 | $1.19B | 24 | 2026-06-30 | → |
| 503 | MOUNTAINEER PARTNERS MANAGEMENT, LLC | NEW YORK | 163089 | $305.7M | 4 | 2026-03-31 | → |
| 504 | COLBECK CAPITAL MANAGEMENT, LLC | NEW YORK | 282406 | $1.71B | 20 | 2026-03-31 | → |
| 505 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | NEW YORK | 318867 | $149.2M | 3 | 2026-03-31 | → |
| 506 | INDEX TECHNOLOGIES GROUP LLC | NEW YORK | 327771 | $178.3M | 7 | 2026-04-30 | → |
| 507 | HAZELVIEW SECURITIES (US) LLC | NEW YORK | 174811 | $276.3M | 15 | 2026-03-31 | → |
| 508 | BURNS J W & CO INC | DEWITT | 107835 | $1.03B | 8 | 2026-04-30 | → |
| 509 | AMERAUDI ASSET MANAGEMENT, INC. | NEW YORK | 119854 | $2.10B | 15 | 2026-03-31 | → |
| 510 | MORTGAGE INDUSTRY ADVISORY CORPORATION | NEW YORK | 122337 | $1.39B | 73 | 2025-02-28 | → |
| 511 | VIBRANT CAPITAL PARTNERS, INC. | NEW YORK | 148352 | $4.28B | 24 | 2026-03-31 | → |
| 512 | FORTE CAPITAL LLC | ROCHESTER | 109941 | $1.45B | 20 | 2025-02-28 | → |
| 513 | CAPSTONE INVESTMENT ADVISORS, LLC | NEW YORK | 155563 | $91.53B | 304 | 2026-04-30 | → |
| 514 | FLAGSTAR ADVISORS, INC. | NEW YORK | 104233 | $784.3M | 37 | 2026-03-31 | → |
| 515 | METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC | NEW YORK | 289048 | $1.79B | 51 | 2026-05-31 | → |
| 516 | LANDMARK MANAGEMENT, LLC | NEW YORK | 157511 | $6.29B | 30 | 2026-03-31 | → |
| 517 | CARUSO MCLEAN & CO., INC. | UTICA | 126084 | $281.8M | 5 | 2026-03-31 | → |
| 518 | NEXT LEVEL PRIVATE LLC | HARRISON | 313247 | $1.37B | 16 | 2026-03-31 | → |
| 519 | VR ADVISORY SERVICES LTD. | NEW YORK | 137158 | $9.77B | 42 | 2026-03-31 | → |
| 520 | ATALANTA SOSNOFF MANAGEMENT, LLC | NEW YORK | 11085 | $3.91B | 37 | 2026-03-31 | → |
| 521 | ASHFORD ADVISORS, LLC | PITTSFORD | 114238 | $942.7M | 8 | 2026-03-31 | → |
| 522 | TIMBER POINT CAPITAL MANAGEMENT LLC | WHITE PLAINS | 307366 | $188.3M | 4 | 2026-03-31 | → |
| 523 | IDB LIDO WEALTH, LLC | NEW YORK | 322488 | $478.4M | 14 | 2026-05-31 | → |
| 524 | LDR CAPITAL MANAGEMENT, LLC | NEW YORK | 162329 | $397.2M | 7 | 2026-03-31 | → |
| 525 | ACRES CAPITAL, LLC | UNIONDALE | 281190 | $4.39B | 40 | 2026-03-31 | → |
| 526 | SAMLYN CAPITAL, LLC | NEW YORK | 158296 | $9.68B | 33 | 2026-03-31 | → |
| 527 | OLD ORCHARD CAPITAL MANAGEMENT LP | NEW YORK | 170641 | $1.83B | 19 | 2026-03-31 | → |
| 528 | VALICENTI ADVISORY SERVICES INC | ELMIRA | 110669 | $820.0M | 11 | 2026-03-31 | → |
| 529 | STANDARD INVESTMENTS LLC | NEW YORK | 160843 | $5.22B | 37 | 2026-03-31 | → |
| 530 | CHESAPEAKE ASSET MANAGEMENT LLC | NEW YORK | 108994 | $468.8M | 5 | 2026-04-30 | → |
| 531 | SAVVY LABS INC | NEW YORK | 322453 | $118.9M | 14 | 2026-03-31 | → |
| 532 | BRIZO CAPITAL, LP | NEW YORK | 298102 | $294.5M | 1 | 2026-03-31 | → |
| 533 | STEMPOINT CAPITAL LP | NEW YORK | 324248 | $761.3M | 7 | 2026-03-31 | → |
| 534 | FIRST LONG ISLAND INVESTORS, LLC | JERICHO | 167212 | $1.86B | 24 | 2026-03-31 | → |
| 535 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | NEW YORK | 159296 | $3.24B | 35 | 2026-05-31 | → |
| 536 | AP CAPITAL DELAWARE LLC | NEW YORK | 315796 | $134.8M | 4 | 2026-03-31 | → |
| 537 | DCM ADVISORS, LLC | NEW YORK | 126248 | $260.5M | 11 | 2026-03-31 | → |
| 538 | CYRUS J. LAWRENCE LLC | NEW YORK | 174034 | $591.5M | 7 | 2025-04-30 | → |
| 539 | ROCKLINE WEALTH MANAGEMENT LLC | ISLIP TERRACE | 324004 | $749.6M | 4 | 2026-02-28 | → |
| 540 | SANDERSON WEALTH MANAGEMENT, LLC | BUFFALO | 118910 | $1.43B | 19 | 2026-03-31 | → |
| 541 | VANBARTON GROUP LLC | NEW YORK | 119128 | $2.28B | 28 | 2026-03-31 | → |
| 542 | LEBENTHAL GLOBAL ADVISORS, LLC | HAUPPAUGE | 283303 | $971.8M | 30 | 2026-03-31 | → |
| 543 | ADIRONDACK FINANCIAL SERVICES CORP | UTICA | 126155 | $461.8M | 16 | 2026-05-31 | → |
| 544 | OGOREK WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 105707 | $558.9M | 8 | 2026-02-28 | → |
| 545 | PREMIER WEALTH ADVISORS, LLC | NEW YORK | 120358 | $555.1M | 9 | 2026-03-31 | → |
| 546 | PARKVIEW US LLC | NEW YORK CITY | 160172 | $312.3M | 5 | 2026-02-28 | → |
| 547 | GOALVEST ADVISORY LLC | NEW YORK | 285374 | $777.6M | 10 | 2026-03-31 | → |
| 548 | PETER KIMMELMAN ASSET MANAGEMENT LP | NEW YORK | 133302 | $466.3M | 7 | 2026-03-31 | → |
| 549 | OSPREY PRIVATE WEALTH LLC | NEW YORK | 331295 | $448.4M | 6 | 2026-06-30 | → |
| 550 | LAGODA INVESTMENT MANAGEMENT, L.P. | NEW YORK | 170961 | $312.6M | 4 | 2026-03-31 | → |
| 551 | QUENT CAPITAL, LLC | NEW YORK | 308203 | $2.05B | 17 | 2026-03-31 | → |
| 552 | PENSO ADVISORS, LLC | NEW YORK | 158297 | $1.06B | 10 | 2026-03-31 | → |
| 553 | PROSPECT FINANCIAL SERVICES LLC | MELVILLE | 314154 | $431.0M | 12 | 2026-03-31 | → |
| 554 | IVY HILL ASSET MANAGEMENT, L.P. | NEW YORK | 161608 | $12.96B | 16 | 2026-05-31 | → |
| 555 | QUINT CAPITAL CORPORATION | NEW YORK | 26586 | $162.1M | 16 | 2026-05-31 | → |
| 556 | LUXOR CAPITAL GROUP, LP | NEW YORK | 138253 | $5.04B | 39 | 2026-06-30 | → |
| 557 | SETPOINT MANAGEMENT LLC | NEW YORK | 328702 | $835.1M | 22 | 2026-05-31 | → |
| 558 | MONARCH ALTERNATIVE CAPITAL LP | NEW YORK | 159465 | $16.69B | 107 | 2026-05-31 | → |
| 559 | CONNECTIVE PORTFOLIO MANAGEMENT, LLC | NEW YORK | 297755 | $121.3M | 2 | 2026-02-28 | → |
| 560 | GM ADVISORY GROUP, LLC | MELVILLE | 147592 | $4.36B | 46 | 2026-03-31 | → |
| 561 | MAGNOLIA CAPITAL MANAGEMENT, LTD. | COLD SPRING | 119597 | $227.7M | 4 | 2026-03-31 | → |
| 562 | AMPFIELD MANAGEMENT, L.P. | NEW YORK | 292722 | $774.0M | 8 | 2026-04-30 | → |
| 563 | KARANI ASSET MANAGEMENT LLC | NEW YORK | 297922 | $150.9M | 4 | 2026-03-31 | → |
| 564 | OSPRAIE MANAGEMENT, LLC | RYE | 305479 | $1.26B | 20 | 2026-03-31 | → |
| 565 | KIMELMAN & BAIRD, LLC | NEW YORK | 2440 | $1.48B | 9 | 2026-04-30 | → |
| 566 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | NEW YORK | 317528 | $1.70B | 9 | 2026-03-31 | → |
| 567 | WEALTHSTREAM ADVISORS, INC. | NEW YORK | 129428 | $1.54B | 22 | 2025-03-31 | → |
| 568 | ONEWELTH INC | NEW YORK | 325277 | $101.9M | 2 | 2026-03-31 | → |
| 569 | UNITED AMERICAN SECURITIES, INC. | NEW YORK | 21274 | $493.0M | 6 | 2026-05-31 | → |
| 570 | IVESTA CORP | NEW YORK | 337603 | $88.0M | 2 | 2026-05-31 | → |
| 571 | HOLLOW BROOK WEALTH MANAGEMENT LLC | KATONAH | 145521 | $1.37B | 18 | 2026-03-31 | → |
| 572 | ARROW INVESTMENT MANAGEMENT, LLC | NEW YORK | 334614 | $85.6M | 5 | 2026-03-31 | → |
| 573 | SPRING MOUNTAIN CAPITAL, LP | NEW YORK | 119126 | $310.9M | 17 | 2026-04-30 | → |
| 574 | CLEARBROOK INVESTMENT CONSULTING LLC | NEW YORK | 108253 | $13.72B | 10 | 2026-03-31 | → |
| 575 | SEACREST INVESTMENT MANAGEMENT, LLC | PURCHASE | 143670 | $110.9M | 3 | 2026-02-28 | → |
| 576 | EAGLE'S VIEW CAPITAL MANAGEMENT LLC | NEW YORK | 160494 | $860.5M | 10 | 2026-03-31 | → |
| 577 | PFG INVESTMENTS, LLC | WOODBURY | 116537 | $2.11B | 161 | 2026-02-28 | → |
| 578 | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | SOMERS | 324586 | $367.0M | 10 | 2026-05-31 | → |
| 579 | THE PINNACLE FINANCIAL GROUP | ROCKVILLE CENTRE | 164395 | $1.38B | 54 | 2026-03-31 | → |
| 580 | VINCI PARTNERS USA LLC | NEW YORK | 162399 | $327.0M | 14 | 2026-03-31 | → |
| 581 | CHANGE GLOBAL INVESTMENT, LLC | NEW YORK | 167844 | $226.0M | 9 | 2026-05-31 | → |
| 582 | SIR CAPITAL MANAGEMENT L.P. | NEW YORK | 161096 | $2.13B | 17 | 2026-03-31 | → |
| 583 | THE PITTI GROUP WEALTH MANAGEMENT, LLC | VICTOR | 314685 | $374.3M | 6 | 2026-06-30 | → |
| 584 | 2XIDEAS US INC. | NEW YORK | 328190 | $79.7M | 2 | 2026-06-30 | → |
| 585 | TOTAL MANAGEMENT GROUP, INC. | MELVILLE | 124261 | $553.9M | 6 | 2026-02-28 | → |
| 586 | KNOWN WEALTH LLC | NEW YORK | 321745 | $104.9M | 10 | 2025-10-31 | → |
| 587 | BOUCHEY FINANCIAL GROUP LTD | TROY | 111824 | $1.61B | 21 | 2026-03-31 | → |
| 588 | MERKKURI WEALTH ADVISORS LLC | JERICHO | 330164 | $204.1M | 7 | 2026-03-31 | → |
| 589 | TRUBEE WEALTH ADVISORS, INC. | BUFFALO | 3618 | $911.5M | 17 | 2026-03-31 | → |
| 590 | DELTEC ASSET MANAGEMENT LLC | NEW YORK | 104068 | $782.8M | 15 | 2026-03-31 | → |
| 591 | MON CAPITAL MANAGEMENT LLC | NEW YORK | 333785 | $95.0M | 2 | 2026-04-30 | → |
| 592 | PEAPOD LANE CAPITAL LLC | BEDFORD HILLS | 159963 | $108.2M | 3 | 2026-03-31 | → |
| 593 | NOTE ADVISORS, LLC | BUFFALO | 171466 | $437.0M | 11 | 2026-03-31 | → |
| 594 | HYPERION CAPITAL ADVISORS LP | NEW YORK | 304230 | $581.3M | 41 | 2026-03-31 | → |
| 595 | FUSION FAMILY WEALTH, LLC | WOODBURY | 168254 | $1.44B | 8 | 2026-03-31 | → |
| 596 | RISE ADVISORS, LLC | ROCHESTER | 309760 | $441.2M | 9 | 2026-03-31 | → |
| 597 | BOURNE LENT ASSET MANAGEMENT, INC. | PAWLING | 111114 | $343.9M | 4 | 2026-01-31 | → |
| 598 | SAMJO MANAGEMENT, LLC | NEW YORK | 326808 | $308.8M | 3 | 2026-03-31 | → |
| 599 | FITHIAN LLC | NEW YORK | 287509 | $136.2M | 6 | 2026-03-31 | → |
| 600 | AMHERST CAPITAL MANAGEMENT LLC | NEW YORK | 174130 | $544.7M | 10 | 2026-03-31 | → |
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