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 | |
|---|---|---|---|---|---|---|---|
| 801 | DUTCH ASSET CORPORATION | SELKIRK | 170884 | $186.9M | 10 | 2026-06-30 | → |
| 802 | CRESCENT HILL PARTNERS LLC | SARATOGA SPRINGS | 166276 | $298.8M | 1 | 2026-01-31 | → |
| 803 | RIVERSIDE PARTNERS, LLC | NEW YORK | 160523 | $13.53B | 248 | 2026-03-31 | → |
| 804 | STONE TEMPLE PARTNERS LLC | NEW YORK | 332833 | $668.7M | 14 | 2026-06-30 | → |
| 805 | ELEVATUS WEALTH MANAGEMENT, LLC | VICTOR | 325629 | $513.4M | 9 | 2026-06-30 | → |
| 806 | PKS ADVISORY SERVICES, LLC | ALBANY | 125648 | $1.09B | 45 | 2026-06-30 | → |
| 807 | REDWOOD CAPITAL MANAGEMENT, LLC | NEW YORK | 158243 | $10.96B | 33 | 2026-05-31 | → |
| 808 | EXCOMP ASSET MANAGEMENT LTD | MELVILLE | 110434 | $140.2M | 5 | 2026-04-30 | → |
| 809 | ALSWORTH CAPITAL MANAGEMENT, LLC | CORNING | 281417 | $116.7M | 8 | 2026-03-31 | → |
| 810 | HENLEY & COMPANY WEALTH MANAGEMENT LLC | UNIONDALE | 144884 | $93.9M | 6 | 2026-03-31 | → |
| 811 | SCHULTZE ASSET MANAGEMENT, LP | RYE BROOK | 110927 | $71.6M | 7 | 2026-03-31 | → |
| 812 | PALUMBO WEALTH MANAGEMENT LLC | GREAT NECK | 306548 | $543.4M | 7 | 2026-04-30 | → |
| 813 | MILLER GESKO & CO INC. | BUFFALO | 109671 | $183.1M | 5 | 2026-03-31 | → |
| 814 | VALUEWORKS LLC | NEW YORK CITY | 116850 | $577.3M | 6 | 2026-04-30 | → |
| 815 | LAYLINE ADVISORS, LLC | ROCHESTER | 285136 | $131.3M | 4 | 2026-01-31 | → |
| 816 | CIRCLE ADVISERS INC | NEW YORK | 110818 | $868.2M | 8 | 2025-12-31 | → |
| 817 | IBN FINANCIAL SERVICES, INC. | LIVERPOOL | 42360 | $87.7M | 52 | 2026-04-30 | → |
| 818 | MOLLOT & HARDY, INC. | AMHERST | 128377 | $80.6M | 2 | 2026-03-31 | → |
| 819 | DOUBLE DUTY MONEY MANAGEMENT LLC | NEW YORK | 326792 | $83.7M | 4 | 2026-01-31 | → |
| 820 | FORTERIS WEALTH MANAGEMENT, INC. | ARMONK | 108314 | $219.0M | 3 | 2026-03-31 | → |
| 821 | RAINE CAPITAL LLC | NEW YORK | 157939 | $2.75B | 183 | 2026-05-31 | → |
| 822 | WELCH CAPITAL PARTNERS LLC | HARRISON | 106721 | $506.2M | 4 | 2026-04-30 | → |
| 823 | CONSOLIDATED PORTFOLIO REVIEW CORP | WOODBURY | 112694 | $1.59B | 56 | 2026-06-30 | → |
| 824 | INSTITUTIONAL INVESTMENT ADVISORS CORP | NEW YORK | 126055 | $105.2M | 3 | 2026-02-28 | → |
| 825 | BROADWAY ADVISOR GROUP | ALBANY | 324281 | $214.9M | 4 | 2026-03-31 | → |
| 826 | OXLER PRIVATE WEALTH LLC | RYE BROOK | 309684 | $578.1M | 4 | 2026-03-31 | → |
| 827 | ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP | NEW YORK | 325768 | $37.7M | 7 | 2026-03-31 | → |
| 828 | BUFFALO FIRST WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 168937 | $91.7M | 4 | 2026-01-31 | → |
| 829 | CLARUS GROUP LLC | NEW YORK | 310156 | $158.0M | 2 | 2026-05-31 | → |
| 830 | S. WILLIAMS CAPITAL, LLC | NEW YORK | 173204 | $29.2M | 1 | 2026-03-31 | → |
| 831 | PARLIN ADVISORS LLC | HAGUE | 300774 | $68.2M | 1 | 2026-03-31 | → |
| 832 | POINT B PLANNING, LLC | KATONAH | 172961 | $113.9M | 3 | 2026-03-31 | → |
| 833 | S. MUOIO & CO. LLC | NEW YORK | 155549 | $95.1M | 2 | 2026-03-31 | → |
| 834 | STONE RUN CAPITAL, LLC | NEW YORK | 152078 | $335.0M | 4 | 2025-04-30 | → |
| 835 | PROFESSIONAL FINANCIAL STRATEGIES, INC | PITTSFORD | 125580 | $225.8M | 4 | 2026-04-30 | → |
| 836 | S.E.E.D. PLANNING GROUP, LLC | BINGHAMTON | 188521 | $568.0M | 28 | 2026-05-31 | → |
| 837 | CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC | GARDEN CITY | 115122 | $110.3M | 14 | 2026-03-31 | → |
| 838 | FINANCIAL DECISIONS, LLC | NEW YORK | 107755 | $327.7M | 8 | 2026-06-30 | → |
| 839 | KICKSTAND VENTURES, LLC | PITTSFORD | 327022 | $633.5M | 7 | 2026-06-30 | → |
| 840 | SOUTH STREET ADVISORS, LLC | NEW YORK | 112326 | $906.1M | 7 | 2026-03-31 | → |
| 841 | HUDSON PORTFOLIO MANAGEMENT LLC | GARRISON | 130021 | $185.9M | 5 | 2026-03-31 | → |
| 842 | EDLY ADVISORS LLC | WHITE PLAINS | 328677 | $19.8M | 2 | 2025-10-31 | → |
| 843 | TIKEHAU CAPITAL NORTH AMERICA LLC | NEW YORK | 289075 | $6.16B | 56 | 2026-05-31 | → |
| 844 | TILDEN PARK CAPITAL MANAGEMENT LP | NEW YORK | 161836 | $6.84B | 37 | 2026-06-30 | → |
| 845 | FIR TREE CAPITAL MANAGEMENT LP | NEW YORK | 156651 | $1.06B | 19 | 2025-05-31 | → |
| 846 | HIGH FALLS ADVISORS, INC. | ROCHESTER | 108678 | $694.7M | 17 | 2026-03-31 | → |
| 847 | FINGERLAKES WEALTH MANAGEMENT, INC. | ITHACA | 149709 | $285.4M | 4 | 2026-04-30 | → |
| 848 | WISE WEALTH MANAGEMENT, LLC | NEW YORK | 133614 | $130.1M | 2 | 2026-03-31 | → |
| 849 | LIONSHEAD WEALTH MANAGEMENT, LLC | NEW YORK | 288526 | $229.8M | 4 | 2026-03-31 | → |
| 850 | NEXWAVE CAPITAL PARTNERS LLC | NEW YORK | 241788 | $997.8M | 16 | 2026-03-31 | → |
| 851 | COVE PRIVATE WEALTH, LLC | OYSTER BAY | 316866 | $455.5M | 2 | 2026-02-28 | → |
| 852 | MARK J SNYDER FINANCIAL SERVICES INC | MEDFORD | 106425 | $382.0M | 10 | 2026-04-30 | → |
| 853 | JOEL ISAACSON & CO., LLC | NEW YORK | 152450 | $9.32B | 52 | 2026-03-31 | → |
| 854 | MAYTAL ASSET MANAGEMENT LLC | WHITE PLAINS | 168812 | $125.3M | 1 | 2026-02-28 | → |
| 855 | ASPIRE ADVISORS, LLC | NORTH WHITE PLAINS | 150652 | $109.2M | 8 | 2026-03-31 | → |
| 856 | ELKWATER CAPITAL MANAGEMENT, LLC | NEW YORK | 333963 | $44.8M | 3 | 2026-03-31 | → |
| 857 | WEISS FINANCIAL GROUP LLC | MAHOPAC | 159331 | $90.0M | 2 | 2026-01-31 | → |
| 858 | EMPOWER PRIVATE WEALTH | NEW YORK | 331529 | $34.5M | 3 | 2026-02-28 | → |
| 859 | ADC WEALTH MANAGEMENT, LLC | MASSAPEQUA | 159083 | $206.1M | 2 | 2026-02-28 | → |
| 860 | FLFS ADVISORY LLC | VICTOR | 334771 | $161.5M | 5 | 2026-06-30 | → |
| 861 | MCCOLLUM CHRISTOFERSON GROUP, LLC | AMHERST | 268812 | $415.8M | 6 | 2026-03-31 | → |
| 862 | TAG ASSOCIATES LLC | NEW YORK | 116959 | $7.07B | 71 | 2026-06-30 | → |
| 863 | QUINT WEALTH MANAGEMENT, INC. | WAPPINGERS FALLS | 168463 | $110.4M | 9 | 2026-05-31 | → |
| 864 | CONTINUUM WEALTH ADVISORS, LLC | SARATOGA SPRINGS | 152895 | $345.6M | 7 | 2026-03-31 | → |
| 865 | FRISCH FINANCIAL GROUP, INC. | MELVILLE | 126524 | $931.6M | 18 | 2026-04-30 | → |
| 866 | BROOKS, WAYNE I | UTICA | 168816 | $57.5M | 3 | 2026-03-31 | → |
| 867 | PRICAP ADVISORS LLC | NEW YORK | 159614 | $41.5M | 2 | 2026-03-31 | → |
| 868 | KELLEHER FINANCIAL ADVISORS, LLC | NEW YORK | 126021 | $1.15B | 13 | 2026-04-30 | → |
| 869 | ASHBAY CAPITAL, LLC | NEW YORK, | 168788 | $137.7M | 1 | 2026-01-31 | → |
| 870 | WYNNEFIELD CAPITAL, INC. | NEW YORK | 157604 | $184.5M | 2 | 2026-06-30 | → |
| 871 | STUYVESANT CAPITAL MANAGEMENT CORPORATION | ARMONK | 111998 | $43.0M | 2 | 2026-03-31 | → |
| 872 | STONECASTLE ASSET MANAGEMENT, LLC | NEW YORK | 166252 | $7.5M | 6 | 2026-03-31 | → |
| 873 | APPOMATTOX ADVISORY, INC | NEW YORK | 153731 | $425.6M | 6 | 2026-03-31 | → |
| 874 | RAVEN CREDIT CAPITAL MANAGEMENT LLC | NEW YORK | 331556 | $1.46B | 23 | 2026-05-31 | → |
| 875 | LYON CAPITAL MANAGEMENT, LLC | PITTSFORD | 111311 | $94.8M | 3 | 2026-04-30 | → |
| 876 | SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | ARMONK | 327151 | $283.0M | 3 | 2026-03-31 | → |
| 877 | IBN ADVISORY SERVICES, INC. | LIVERPOOL | 293288 | $69.8M | 8 | 2026-04-30 | → |
| 878 | ONE OAK CAPITAL MANAGEMENT, LLC | PURCHASE | 170339 | $418.5M | 14 | 2026-03-31 | → |
| 879 | DOMINARI SECURITIES LLC | NEW YORK | 18975 | $28.0M | 14 | 2026-03-31 | → |
| 880 | LAKE ROAD ADVISORS, LLC | CORNING | 281657 | $98.8M | 2 | 2026-01-31 | → |
| 881 | WILMINGTON CAPITAL SECURITIES, LLC | GARDEN CITY | 133839 | $277.1M | 6 | 2026-03-31 | → |
| 882 | HUDSON ADVISOR SERVICES, INC. | BUFFALO | 107769 | $310.1M | 6 | 2026-04-30 | → |
| 883 | THEOREM PARTNERS LLC | NEW YORK | 281280 | $1.03B | 121 | 2026-06-30 | → |
| 884 | BPBI LLC | NEW YORK | 288133 | $51.0M | 2 | 2026-03-31 | → |
| 885 | LUNIN-PACK PLANNING AND ADVICE, LLC | COLD SPRING | 334066 | $32.4M | 2 | 2026-03-31 | → |
| 886 | LAIDLAW WEALTH MANAGEMENT LLC | NEW YORK | 150040 | $108.1M | 13 | 2026-04-30 | → |
| 887 | STRATTON CAPITAL INVESTMENT ADVISORY LLC | NEW YORK | 307491 | $138.3M | 13 | 2026-06-30 | → |
| 888 | BLANK EQUITY MANAGEMENT LLC | PORT WASHINGTON | 153570 | $143.0M | 2 | 2026-01-31 | → |
| 889 | CLEAR POINT ADVISORS, INC. | MELVILLE | 111775 | $253.4M | 4 | 2026-03-31 | → |
| 890 | ICG INVESTMENTS INC | NEW YORK | 162589 | $49.69B | 94 | 2026-03-31 | → |
| 891 | FIEN CAPITAL MANAGEMENT, LLC | ROCHESTER | 114951 | $137.7M | 2 | 2026-02-28 | → |
| 892 | HUDSON VIEW ADVISORS, LLC | CROTON-ON-HUDSON | 288839 | $64.3M | 1 | 2026-03-31 | → |
| 893 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | ITHACA | 145355 | $654.4M | 5 | 2026-03-31 | → |
| 894 | CHEMISTRY WEALTH MANAGEMENT LLC | NEW YORK | 316069 | $1.26B | 11 | 2026-03-31 | → |
| 895 | SAMALIN INVESTMENT COUNSEL, LLC | CHAPPAQUA | 142214 | $490.5M | 13 | 2026-06-30 | → |
| 896 | MERRYFIELD BARNES, LLC | ITHACA | 159862 | $124.2M | 4 | 2026-03-31 | → |
| 897 | DAVIDOV FINANCIAL COACHING, LLC | NEW HYDE PARK | 166794 | $143.8M | 3 | 2026-03-31 | → |
| 898 | PINNACLE CAPITAL MANAGEMENT, LLC | EAST SYRACUSE | 141661 | $300.5M | 7 | 2026-04-30 | → |
| 899 | GOLD COAST WEALTH MANAGEMENT, LLC | JERICHO | 156338 | $413.8M | 3 | 2026-03-31 | → |
| 900 | V&V MANAGEMENT GROUP CORPORATION | MELVILLE | 287468 | $104.8M | 1 | 2026-02-28 | → |
Related Lists
Sleeve1,058 firms · 2026-06-30