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 | |
|---|---|---|---|---|---|---|---|
| 601 | ADIRONDACK CAPITAL ADVISORS, LLC | SYRACUSE | 133305 | $422.3M | 7 | 2026-03-31 | → |
| 602 | WEALTHEDGE INVESTMENT ADVISORS, LLC | NEW YORK | 126337 | $472.1M | 9 | 2026-04-30 | → |
| 603 | OEP CAPITAL ADVISORS, L.P. | NEW YORK | 173626 | $15.73B | 77 | 2026-03-31 | → |
| 604 | COATUE MANAGEMENT, L.L.C. | NEW YORK | 157910 | $92.71B | 199 | 2026-05-31 | → |
| 605 | OLD BRIDGE WEALTH, INC | SYOSSET | 332180 | $143.7M | 5 | 2025-09-30 | → |
| 606 | CAIS ADVISORS LLC | NEW YORK | 317466 | $225.3M | 32 | 2026-06-30 | → |
| 607 | SHELTER ROCK MANAGEMENT, LLC | JERICHO | 142739 | $232.0M | 6 | 2026-03-31 | → |
| 608 | VISTA CREDIT PARTNERS, L.P. | NEW YORK | 329152 | $8.42B | 51 | 2026-03-31 | → |
| 609 | ALPINE WOODS CAPITAL INVESTORS, LLC | PURCHASE | 112496 | $180.6M | 12 | 2026-04-30 | → |
| 610 | VESTO ADVISORS, LLC | NEW YORK | 324487 | $65.4M | 3 | 2025-03-31 | → |
| 611 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | SARATOGA SPRINGS | 151237 | $722.9M | 10 | 2026-05-31 | → |
| 612 | GRANDFIELD & DODD, LLC | NEW YORK | 110971 | $2.21B | 16 | 2026-03-31 | → |
| 613 | CLEARBROOK INVESTMENT SOLUTIONS LLC | NEW YORK | 155607 | $149.9M | 9 | 2026-03-31 | → |
| 614 | ENHALUS CAPITAL, LP | NEW YORK | 313321 | $785.5M | 4 | 2026-03-31 | → |
| 615 | ASPIRE STRATEGIST PORTFOLIOS LLC | NEW YORK | 327902 | $97.3M | 5 | 2026-03-31 | → |
| 616 | SUTTON PLACE INVESTORS LLC | ARMONK | 298989 | $397.0M | 4 | 2026-04-30 | → |
| 617 | HAWKS POINT CAPITAL PARTNERS LLC | RYE BROOK | 307006 | $61.4M | 3 | 2026-03-31 | → |
| 618 | FENIX ASSET MANAGEMENT, LLC | NEW YORK | 291069 | $160.4M | 5 | 2026-02-28 | → |
| 619 | RDG CAPITAL MANAGEMENT LLC | PITTSFORD | 329749 | $131.8M | 2 | 2026-06-30 | → |
| 620 | AXIOM INVESTMENT MANAGEMENT LLC | NEW YORK | 141516 | $236.8M | 10 | 2026-04-30 | → |
| 621 | CLARION CALL CAPITAL LLC | NEW YORK | 333446 | $66.5M | 1 | 2026-03-31 | → |
| 622 | ROBOTTI & COMPANY ADVISORS, LLC | NEW YORK | 128093 | $949.8M | 18 | 2026-03-31 | → |
| 623 | HALYARD ASSET MANAGEMENT LLC | WHITE PLAINS | 154493 | $2.03B | 4 | 2026-03-31 | → |
| 624 | TWIN SECURITIES, INC. | NEW YORK | 158318 | $317.7M | 5 | 2026-03-31 | → |
| 625 | GAGNON SECURITIES, LLC | NEW YORK | 103727 | $529.7M | 19 | 2026-05-31 | → |
| 626 | FOURWORLD CAPITAL MANAGEMENT LLC | NEW YORK | 284138 | $1.40B | 17 | 2026-05-31 | → |
| 627 | STERLING INVESTMENT COUNSEL, LLC | BUFFALO | 282624 | $1.03B | 9 | 2026-05-31 | → |
| 628 | NEWOAK ASSET MANAGEMENT LLC | NEW YORK | 172956 | $57.1M | 6 | 2026-03-31 | → |
| 629 | BAILLIE GIFFORD INTERNATIONAL LLC | NEW YORK | 305849 | $1.81B | 21 | 2026-06-30 | → |
| 630 | MOMENT ADVISORS, LLC | NEW YORK | 325262 | $56.3M | 6 | 2026-05-31 | → |
| 631 | LINDEN GLOBAL STRATEGIES LLC | NEW YORK | 159667 | $1.60B | 8 | 2026-03-31 | → |
| 632 | MOMENTUM ADVISORS, LLC | NEW YORK | 159574 | $414.7M | 10 | 2026-05-31 | → |
| 633 | KAHN BROTHERS ADVISORS LLC | NEW YORK | 144368 | $498.6M | 6 | 2026-03-31 | → |
| 634 | SHADE TREE ADVISORS LLC | SARATOGA SPRINGS | 289905 | $1.45B | 66 | 2026-03-31 | → |
| 635 | RIVERPARK CAPITAL MANAGEMENT LLC | NEW YORK | 150798 | $299.0M | 17 | 2026-03-31 | → |
| 636 | ROOSEVELT MANAGEMENT COMPANY LLC | NEW YORK | 161605 | $52.4M | 30 | 2026-06-30 | → |
| 637 | MALTESE CAPITAL MANAGEMENT, LLC | NEW YORK | 138175 | $695.7M | 17 | 2026-03-31 | → |
| 638 | LANTERN WEALTH ADVISORS, LLC | MELVILLE | 147420 | $319.9M | 26 | 2026-05-31 | → |
| 639 | HSBC SECURITIES (USA) INC. | NEW YORK | 19585 | $3.84B | 490 | 2026-04-30 | → |
| 640 | BRIDGEWATER ADVISORS INC. | NEW YORK | 109826 | $2.57B | 24 | 2026-03-31 | → |
| 641 | 42 AM, LLC | NEW YORK | 339735 | $51.9M | 5 | 2026-04-30 | → |
| 642 | ONE68 GLOBAL CAPITAL, LLC | NEW YORK | 284585 | $50.0M | 4 | 2026-03-31 | → |
| 643 | QUINBROOK INFRASTRUCTURE PARTNERS LLC | NEW YORK | 287822 | $8.95B | 25 | 2026-03-31 | → |
| 644 | GRID 202 LLC | NEW YORK | 299357 | $136.6M | 5 | 2026-03-31 | → |
| 645 | WELLINGTON SHIELDS & CO., LLC | NEW YORK | 149021 | $546.0M | 25 | 2026-03-31 | → |
| 646 | MORGAN RIO CAPITAL MANAGEMENT, LLC | NEW YORK | 162500 | $338.7M | 4 | 2026-03-31 | → |
| 647 | ONYX BRIDGE WEALTH GROUP LLC | TARRYTOWN | 306097 | $1.37B | 32 | 2026-05-31 | → |
| 648 | SHIKIAR ASSET MANAGEMENT INC | NEW YORK | 107533 | $564.0M | 6 | 2026-03-31 | → |
| 649 | ARTEMIS WEALTH ADVISORS, LLC | PORT WASHINGTON | 150810 | $1.91B | 9 | 2026-05-31 | → |
| 650 | ROCK HARBOR PARTNERS LLC | LARCHMONT | 322545 | $2.67B | 4 | 2026-03-31 | → |
| 651 | ADALTA CAPITAL MANAGEMENT LLC | NEW YORK | 283771 | $305.5M | 3 | 2026-03-31 | → |
| 652 | RIVA RIDGE CAPITAL MANAGEMENT LP | NEW YORK | 137716 | $757.5M | 8 | 2026-03-31 | → |
| 653 | DRYDEN CAPITAL, LLC | NEW YORK | 172648 | $76.6M | 3 | 2026-04-30 | → |
| 654 | INDIANO CAPITAL MANAGEMENT INC. | ROCHESTER | 122620 | $253.8M | 2 | 2026-03-31 | → |
| 655 | LIVIAN & CO., LLC | NEW YORK | 153771 | $152.9M | 5 | 2026-04-30 | → |
| 656 | DYNAMIC TRADING MANAGEMENT, LLC. | WHITE PLAINS | 142638 | $116.6M | 3 | 2026-03-31 | → |
| 657 | GRAVITY CAPITAL MANAGEMENT LLC | NEW YORK | 137083 | $94.0M | 2 | 2026-03-31 | → |
| 658 | CAPRA IBEX CREDIT OPPORTUNITIES, LLC | NEW YORK | 332538 | $45.1M | 8 | 2026-03-31 | → |
| 659 | CAPRA CREDIT MANAGEMENT, LLC | NEW YORK | 281736 | $45.1M | 3 | 2026-03-31 | → |
| 660 | RAGA PARTNERS LP | NEW YORK | 316791 | $2.20B | 12 | 2026-05-31 | → |
| 661 | PRATO CAPITAL MANAGEMENT, INC. | WHITE PLAINS | 289917 | $224.6M | 4 | 2026-03-31 | → |
| 662 | GRACE & WHITE, INC | NEW YORK | 110761 | $964.2M | 5 | 2026-05-31 | → |
| 663 | CBRE INVESTMENT MANAGEMENT, LLC | NEW YORK | 109981 | $22.84B | 213 | 2026-03-31 | → |
| 664 | LANSING MANAGEMENT, LP | NEW YORK | 285921 | $178.1M | 3 | 2026-03-31 | → |
| 665 | 4THOUGHT FINANCIAL GROUP INC. | SYOSSET | 162997 | $214.3M | 6 | 2026-01-31 | → |
| 666 | TWENTYFOUR ASSET MANAGEMENT (US) LP | NEW YORK | 285791 | $23.48B | 5 | 2026-03-31 | → |
| 667 | KENNERMAN ASSOCIATE INC | SARATOGA SPRING | 105696 | $825.5M | 6 | 2026-02-28 | → |
| 668 | ROSCI LAMB, LLC | NEW YORK | 337278 | $65.0M | 1 | 2026-01-31 | → |
| 669 | MANENTIA WEALTH CONSULTING INC. | GREAT NECK | 333415 | $45.2M | 6 | 2025-04-30 | → |
| 670 | JAMES J. BURNS & COMPANY, LLC | MELVILLE | 140452 | $1.25B | 17 | 2026-03-31 | → |
| 671 | SENVEST MANAGEMENT, LLC | NEW YORK | 137312 | $4.12B | 25 | 2026-03-31 | → |
| 672 | SATOVSKY ASSET MANAGEMENT LLC | NEW YORK | 143519 | $974.8M | 12 | 2026-04-30 | → |
| 673 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | GARDEN CITY | 152689 | $773.9M | 7 | 2026-02-28 | → |
| 674 | ARISTA ADVISORY GROUP, LLC | ALBANY | 285722 | $143.7M | 3 | 2026-05-31 | → |
| 675 | PAYNE CAPITAL MANAGEMENT, LLC | NEW YORK | 147119 | $1.34B | 17 | 2026-03-31 | → |
| 676 | OIC, L.P. | NEW YORK | 282499 | $4.51B | 46 | 2026-04-30 | → |
| 677 | COLLEY ASSET MANAGEMENT, INC. | SARATOGA SPRINGS | 111837 | $353.6M | 1 | 2025-03-31 | → |
| 678 | LIPE & DALTON,INC. | SYRACUSE | 132737 | $779.9M | 2 | 2026-02-28 | → |
| 679 | COOPER/HAIMS ADVISORS, LLC | VICTOR | 124122 | $1.15B | 19 | 2026-04-30 | → |
| 680 | CLARION CAPITAL PARTNERS, LLC | NEW YORK | 157038 | $1.89B | 38 | 2026-03-31 | → |
| 681 | DRAPER ASSET MANAGEMENT, LLC | SMITHTOWN | 148136 | $231.0M | 9 | 2026-04-30 | → |
| 682 | NOMURA ASSET MANAGEMENT U.S.A. INC | NEW YORK | 108222 | $1.01B | 26 | 2026-06-30 | → |
| 683 | CIM, LLC | ALBANY | 132136 | $804.3M | 12 | 2026-03-31 | → |
| 684 | THE QUICK GROUP LLC | NEW YORK | 334472 | $111.3M | 3 | 2026-02-28 | → |
| 685 | HERON VIEW PARTNERS LLC | NEW YORK | 105926 | $2.67B | 17 | 2026-03-31 | → |
| 686 | HURLEY CAPITAL, LLC | NEW YORK | 130051 | $326.1M | 4 | 2026-03-31 | → |
| 687 | OPTIMA ASSET MANAGEMENT LLC | NEW YORK | 299826 | $891.6M | 22 | 2026-03-31 | → |
| 688 | PLATFORM TECHNOLOGY PARTNERS LLC | LOCUST VALLEY | 305602 | $1.23B | 12 | 2026-03-31 | → |
| 689 | BEYOND WEALTH MANAGEMENT GROUP, LLC | NEW PALTZ | 293291 | $139.4M | 3 | 2026-03-31 | → |
| 690 | PICTET ASSET MANAGEMENT (USA) CORP | NEW YORK | 306378 | $382.0M | 14 | 2026-06-30 | → |
| 691 | KING WEALTH MANAGEMENT GROUP, LLC | SARATOGA SPRINGS | 159550 | $1.08B | 8 | 2026-01-31 | → |
| 692 | OLD FARM PARTNERS LP | NEW YORK | 283573 | $744.2M | 6 | 2026-03-31 | → |
| 693 | ONYXPOINT GLOBAL MANAGEMENT LP | NEW YORK | 288356 | $481.2M | 8 | 2026-03-31 | → |
| 694 | VAZIRANI ASSET MANAGEMENT LLC | NEW YORK | 289186 | $65.0M | 3 | 2026-03-31 | → |
| 695 | BERENBERG ASSET MANAGEMENT LLC | NEW YORK | 171274 | $34.8M | 30 | 2026-06-30 | → |
| 696 | STRATEGIC ADVISORS LLC | NEW YORK | 125882 | $832.9M | 7 | 2026-02-28 | → |
| 697 | ARCH GLOBAL ADVISORS, LLC | NEW YORK | 297397 | $230.9M | 16 | 2026-06-30 | → |
| 698 | DOPKINS WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 124209 | $717.0M | 6 | 2026-06-30 | → |
| 699 | LONG RUN WEALTH ADVISORS, LLC | LAKE PLACID | 311415 | $514.2M | 7 | 2026-01-31 | → |
| 700 | FAGAN ASSOCIATES INC | TROY | 107562 | $940.7M | 7 | 2026-03-31 | → |
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