Research Report · 2026-06-30
Largest Registered Investment Advisers in New York
New York SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,621
Total AUM
$38.34T
Median AUM
$766.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1201 | CORSAIR CAPITAL MANAGEMENT, L.P. | NEW YORK | 157029 | $957.0M | 3 | 2026-03-31 | → |
| 1202 | VCC ADVISORS, LLC | NEW YORK | 301023 | $956.8M | 78 | 2026-03-31 | → |
| 1203 | RUDIUS MANAGEMENT, L.P. | NEW YORK | 305465 | $955.8M | 5 | 2026-03-31 | → |
| 1204 | FORESIGHT GLOBAL INVESTORS, INC. | PURCHASE | 281818 | $955.2M | 6 | 2026-03-31 | → |
| 1205 | RADIANX CAPITAL, LLC | NEW YORK | 298178 | $953.6M | 5 | 2026-03-31 | → |
| 1206 | EVERVIEW PARTNERS, L.P. | NEW YORK | 334067 | $949.8M | 21 | 2026-03-31 | → |
| 1207 | ROBOTTI & COMPANY ADVISORS, LLC | NEW YORK | 128093 | $949.8M | 18 | 2026-03-31 | → |
| 1208 | HCSF MANAGEMENT, LLC | NEW YORK | 163598 | $949.4M | 13 | 2026-03-31 | → |
| 1209 | ASHFORD ADVISORS, LLC | PITTSFORD | 114238 | $942.7M | 8 | 2026-03-31 | → |
| 1210 | VESEY STREET CAPITAL PARTNERS, L.L.C. | NEW YORK | 285544 | $942.0M | 15 | 2026-03-31 | → |
| 1211 | FAGAN ASSOCIATES INC | TROY | 107562 | $940.7M | 7 | 2026-03-31 | → |
| 1212 | TAPROOT MANAGEMENT LP | NEW YORK | 335061 | $940.1M | 22 | 2026-03-31 | → |
| 1213 | DEVELOP CAPITAL PARTNERS, LP. | PITTSFORD | 338965 | $940.0M | 4 | 2026-01-31 | → |
| 1214 | CC CAPITAL INSURANCE ADVISORS LLC | NEW YORK | 334723 | $937.4M | 6 | 2026-06-30 | → |
| 1215 | ESTABROOK CAPITAL MANAGEMENT LLC | NEW YORK | 128856 | $933.3M | 10 | 2026-03-31 | → |
| 1216 | E&E ADVISORS L.P. | NEW YORK | 111300 | $932.6M | 50 | 2025-07-31 | → |
| 1217 | FRISCH FINANCIAL GROUP, INC. | MELVILLE | 126524 | $931.6M | 18 | 2026-04-30 | → |
| 1218 | BRIGHTON SECURITIES CORP. | ROCHESTER | 3875 | $931.0M | 26 | 2026-04-30 | → |
| 1219 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | NEW YORK | 133243 | $929.4M | 8 | 2026-03-31 | → |
| 1220 | PITON INVESTMENT MANAGEMENT, LP | GARDEN CITY | 282517 | $927.9M | 9 | 2026-04-30 | → |
| 1221 | MONTICELLOAM, LLC | NEW YORK | 173553 | $923.3M | 73 | 2026-04-30 | → |
| 1222 | BRIDGER INVESTMENT PARTNERS LLC | NEW YORK | 323251 | $920.2M | 9 | 2026-05-31 | → |
| 1223 | CHARLES PRATT & COMPANY, L.L.C. | NEW YORK | 104864 | $916.1M | 9 | 2026-06-30 | → |
| 1224 | DOME EQUITIES, LLC | NEW YORK | 159102 | $915.4M | 11 | 2026-03-31 | → |
| 1225 | MADRYN ASSET MANAGEMENT, LP | NEW YORK | 286065 | $915.0M | 11 | 2026-03-31 | → |
| 1226 | BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC | NEW YORK | 312797 | $911.7M | 1,096 | 2026-03-31 | → |
| 1227 | TRUBEE WEALTH ADVISORS, INC. | BUFFALO | 3618 | $911.5M | 17 | 2026-03-31 | → |
| 1228 | MOON CAPITAL MANAGEMENT LP | NEW YORK | 156460 | $911.2M | 23 | 2026-03-31 | → |
| 1229 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | NEW YORK | 300359 | $907.6M | 46 | 2026-06-30 | → |
| 1230 | DME ADVISORS, LP | NEW YORK | 157074 | $907.0M | 0 | 2026-05-31 | → |
| 1231 | SOUTH STREET ADVISORS, LLC | NEW YORK | 112326 | $906.1M | 7 | 2026-03-31 | → |
| 1232 | SHANNON RIVER FUND MANAGEMENT, LLC | NEW YORK | 161538 | $904.7M | 9 | 2026-03-31 | → |
| 1233 | NAVIS WEALTH ADVISORS LLC | RYE BROOK | 311171 | $902.2M | 8 | 2026-06-30 | → |
| 1234 | MALABAR INVESTMENTS, LLC | NEW YORK | 168091 | $899.6M | 20 | 2026-04-30 | → |
| 1235 | MAYTECH GLOBAL INVESTMENTS, LLC | NEW YORK | 285985 | $895.1M | 12 | 2026-03-31 | → |
| 1236 | MOERUS CAPITAL MANAGEMENT LLC | NEW YORK | 282399 | $893.1M | 8 | 2026-03-31 | → |
| 1237 | AUTOPILOT ADVISERS, LLC | NEW YORK | 331749 | $892.4M | 15 | 2026-03-31 | → |
| 1238 | PACT CAPITAL LLC | NEW YORK | 333871 | $891.7M | 14 | 2026-03-31 | → |
| 1239 | OPTIMA ASSET MANAGEMENT LLC | NEW YORK | 299826 | $891.6M | 22 | 2026-03-31 | → |
| 1240 | ATIKA CAPITAL MANAGEMENT, LLC | NEW YORK | 167227 | $887.3M | 9 | 2026-03-31 | → |
| 1241 | CORINTHIA MANAGEMENT (US) LLC | NEW YORK | 332982 | $886.5M | 22 | 2026-04-30 | → |
| 1242 | BOW STREET LLC | NEW YORK | 158043 | $884.7M | 15 | 2026-03-31 | → |
| 1243 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | HAUPPAUGE | 167243 | $883.7M | 5 | 2026-03-31 | → |
| 1244 | LYONROSS CAPITAL MANAGEMENT, LLC | WHITE PLAINS | 156637 | $880.5M | 6 | 2026-03-31 | → |
| 1245 | TRANSATLANTIQUE PRIVATE WEALTH LLC | NEW YORK | 169820 | $878.8M | 11 | 2026-04-30 | → |
| 1246 | SEYMOUR ASSET MANAGEMENT LLC | NEW YORK | 291768 | $877.5M | 1 | 2026-05-31 | → |
| 1247 | SANDGLASS CAPITAL ADVISORS LLC | NEW YORK | 299418 | $873.7M | 16 | 2026-03-31 | → |
| 1248 | ASPEN RENEWABLE INVESTMENTS, L.L.C. | NEW YORK | 334812 | $868.4M | 6 | 2026-04-30 | → |
| 1249 | CIRCLE ADVISERS INC | NEW YORK | 110818 | $868.2M | 8 | 2025-12-31 | → |
| 1250 | LONG ARC CAPITAL LP | NEW YORK | 290245 | $866.8M | 13 | 2026-04-30 | → |
| 1251 | TREO ASSET MANAGEMENT, LLC | NEW YORK | 164982 | $864.7M | 18 | 2026-03-31 | → |
| 1252 | BACKCAST PARTNERS MANAGEMENT LLC | NEW YORK | 291785 | $864.4M | 16 | 2026-03-31 | → |
| 1253 | I80 GROUP LP | NEW YORK | 304848 | $864.0M | 29 | 2026-03-31 | → |
| 1254 | CARTESIAN CAPITAL GROUP, LLC | NEW YORK | 159370 | $863.2M | 24 | 2026-03-31 | → |
| 1255 | LEVEL FINANCIAL ADVISORS, INC. | EAST AMHERST | 110641 | $862.7M | 15 | 2026-05-31 | → |
| 1256 | HALLE CAPITAL MANAGEMENT LP | NEW YORK | 307156 | $861.5M | 11 | 2026-04-30 | → |
| 1257 | EAGLE'S VIEW CAPITAL MANAGEMENT LLC | NEW YORK | 160494 | $860.5M | 10 | 2026-03-31 | → |
| 1258 | INVESCO PRIVATE CAPITAL, INC. | NEW YORK | 107584 | $860.4M | 10 | 2026-03-31 | → |
| 1259 | ALLIANCE CONSUMER GROWTH, LLC | NEW YORK | 163639 | $857.9M | 8 | 2026-04-30 | → |
| 1260 | SADDLE POINT MANAGEMENT, L.P. | NEW YORK | 329856 | $857.2M | 5 | 2026-05-31 | → |
| 1261 | OLYMPUS CAPITAL HOLDINGS ASIA LLC | MOUNT KISCO | 157522 | $852.1M | 41 | 2026-04-30 | → |
| 1262 | NITORUM CAPITAL, L.P. | NEW YORK | 173617 | $852.1M | 9 | 2026-03-31 | → |
| 1263 | SENECA FINANCIAL ADVISORS LLC | ROCHESTER | 152824 | $847.2M | 19 | 2026-06-30 | → |
| 1264 | FALCONPOINT CAPITAL PARTNERS LLC | NEW YORK | 327260 | $845.1M | 8 | 2026-03-31 | → |
| 1265 | CKC CAPITAL LLC | NEW YORK | 168967 | $843.7M | 9 | 2026-03-31 | → |
| 1266 | GUGGENHEIM INVESTMENT ADVISORS, LLC | NEW YORK | 108263 | $840.9M | 9 | 2026-03-31 | → |
| 1267 | RIVERPARK ADVISORS, LLC | NEW YORK | 150646 | $836.0M | 17 | 2026-03-31 | → |
| 1268 | SETPOINT MANAGEMENT LLC | NEW YORK | 328702 | $835.1M | 22 | 2026-05-31 | → |
| 1269 | STRATEGIC ADVISORS LLC | NEW YORK | 125882 | $832.9M | 7 | 2026-02-28 | → |
| 1270 | AMERICAN TRIPLE I, LLC | NEW YORK | 318463 | $832.2M | 11 | 2026-03-31 | → |
| 1271 | FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC | NEW YORK | 285836 | $829.2M | 25 | 2026-03-31 | → |
| 1272 | EDGE WEALTH MANAGEMENT, LLC | NEW YORK | 142380 | $827.2M | 7 | 2026-02-28 | → |
| 1273 | ARGAND PARTNERS, LP | NEW YORK | 282127 | $827.0M | 16 | 2026-05-31 | → |
| 1274 | RITHM CAPITAL ADVISORS LLC | NEW YORK | 334244 | $825.7M | 73 | 2026-03-31 | → |
| 1275 | KENNERMAN ASSOCIATE INC | SARATOGA SPRING | 105696 | $825.5M | 6 | 2026-02-28 | → |
| 1276 | P2 CAPITAL PARTNERS, LLC | NEW YORK | 159299 | $824.4M | 14 | 2026-04-30 | → |
| 1277 | MYDA ADVISORS LLC | WOODMERE | 168658 | $821.2M | 8 | 2026-03-31 | → |
| 1278 | VALICENTI ADVISORY SERVICES INC | ELMIRA | 110669 | $820.0M | 11 | 2026-03-31 | → |
| 1279 | CCMP GROWTH ADVISORS, LP | NEW YORK | 322926 | $818.5M | 14 | 2026-03-31 | → |
| 1280 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | LAKE SUCCESS | 142897 | $815.4M | 6 | 2026-03-31 | → |
| 1281 | RMWC | NEW YORK | 147359 | $807.4M | 13 | 2026-03-31 | → |
| 1282 | CREDIT SUISSE SECURITIES (USA) LLC | NEW YORK | 816 | $805.3M | 39 | 2025-01-31 | → |
| 1283 | OHA PRIVATE CREDIT ADVISORS II, L.P. | NEW YORK | 322289 | $805.2M | 435 | 2026-03-31 | → |
| 1284 | CIM, LLC | ALBANY | 132136 | $804.3M | 12 | 2026-03-31 | → |
| 1285 | NET RETURN ASSET MANAGEMENT LLC | NEW YORK | 159895 | $803.3M | 3 | 2026-03-31 | → |
| 1286 | FRANCIS FINANCIAL, INC. | NEW YORK | 128067 | $803.2M | 14 | 2026-03-31 | → |
| 1287 | KAIN CAPITAL LLC | NEW YORK | 315669 | $801.6M | 14 | 2026-05-31 | → |
| 1288 | FINTECH COLLECTIVE MANAGEMENT LLC | NEW YORK | 288031 | $800.8M | 16 | 2026-03-31 | → |
| 1289 | 337 FRONTIER CAPITAL, LP | NEW YORK | 284266 | $795.3M | 4 | 2026-04-30 | → |
| 1290 | KR CAPITAL LP | NEW YORK | 338229 | $792.4M | 20 | 2026-01-31 | → |
| 1291 | DEFINITION CAPITAL MANAGEMENT LLC | NEW YORK | 321942 | $791.9M | 4 | 2026-06-30 | → |
| 1292 | MAVERICK REAL ESTATE PARTNERS LLC | NEW YORK | 269825 | $791.8M | 15 | 2026-04-30 | → |
| 1293 | CORNER CAPITAL MANAGEMENT, LLC | NEW YORK | 317086 | $787.4M | 12 | 2026-05-31 | → |
| 1294 | ACP VENTURE CAPITAL MANAGEMENT FUND LLC | HAUPPAUGE | 298029 | $785.7M | 2 | 2026-06-30 | → |
| 1295 | ENHALUS CAPITAL, LP | NEW YORK | 313321 | $785.5M | 4 | 2026-03-31 | → |
| 1296 | FLAGSTAR ADVISORS, INC. | NEW YORK | 104233 | $784.3M | 37 | 2026-03-31 | → |
| 1297 | DELTEC ASSET MANAGEMENT LLC | NEW YORK | 104068 | $782.8M | 15 | 2026-03-31 | → |
| 1298 | SIERRA CREST INVESTMENT MANAGEMENT LLC | NEW YORK | 300069 | $781.1M | 0 | 2026-03-31 | → |
| 1299 | WATER ASSET MANAGEMENT, LLC | NEW YORK | 151508 | $780.9M | 16 | 2026-05-31 | → |
| 1300 | LIPE & DALTON,INC. | SYRACUSE | 132737 | $779.9M | 2 | 2026-02-28 | → |
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