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 | |
|---|---|---|---|---|---|---|---|
| 1401 | NINE THIRTY CAPITAL MANAGEMENT, LLC | NEW YORK | 130545 | $615.5M | 5 | 2026-03-31 | → |
| 1402 | LISC FUND MANAGEMENT, LLC | NEW YORK | 304733 | $614.6M | 14 | 2026-04-30 | → |
| 1403 | BLUE OWL STRATEGIC EQUITY ADVISORS LLC | NEW YORK | 325958 | $613.9M | 250 | 2026-06-30 | → |
| 1404 | ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC | NEW YORK | 163428 | $612.4M | 15 | 2026-04-30 | → |
| 1405 | QUARTZ PARTNERS, LLC | SARATOGA SPRINGS | 174327 | $611.9M | 26 | 2026-06-30 | → |
| 1406 | CATALUR CAPITAL MANAGEMENT, LP | NEW YORK | 307830 | $611.9M | 8 | 2026-03-31 | → |
| 1407 | J. STERN & CO., LLC | NEW YORK CITY | 326509 | $608.6M | 4 | 2026-03-31 | → |
| 1408 | CENTRAL FAMILY ADVISORS, LLC | NEW YORK | 283995 | $608.3M | 4 | 2026-03-31 | → |
| 1409 | MERCHANTS INVESTMENT PARTNERS, LLC | NEW YORK | 314794 | $607.9M | 11 | 2026-06-30 | → |
| 1410 | VAN BIEMA VALUE PARTNERS, LLC | NEW YORK | 136988 | $606.9M | 5 | 2025-03-31 | → |
| 1411 | HURRICANE CAPITAL ADVISORS LLC | NEW YORK | 314749 | $602.7M | 25 | 2026-05-31 | → |
| 1412 | BPGC MANAGEMENT LP | NEW YORK | 309916 | $601.9M | 3 | 2026-03-31 | → |
| 1413 | 5C LENDING PARTNERS ADVISOR LLC | NEW YORK | 328959 | $601.8M | 29 | 2026-03-31 | → |
| 1414 | AXIAL READE CAPITAL, LP | NEW YORK | 301386 | $601.2M | 7 | 2026-03-31 | → |
| 1415 | GIVERNY CAPITAL ASSET MANAGEMENT LLC | NEW YORK | 306473 | $599.4M | 3 | 2026-03-31 | → |
| 1416 | VELOCITY CAPITAL MANAGEMENT LLC | NEW YORK | 321641 | $598.2M | 11 | 2026-05-31 | → |
| 1417 | MAYTUS CAPITAL MANAGEMENT, LLC | NEW YORK | 288640 | $597.8M | 5 | 2026-06-30 | → |
| 1418 | ALIGNMENT GROWTH MANAGEMENT LLC | NEW YORK | 319136 | $593.2M | 10 | 2026-03-31 | → |
| 1419 | ATLAS MERCHANT CAPITAL LLC | NEW YORK | 172124 | $593.0M | 15 | 2026-03-31 | → |
| 1420 | CYRUS J. LAWRENCE LLC | NEW YORK | 174034 | $591.5M | 7 | 2025-04-30 | → |
| 1421 | LEVCO CAPITAL LP | NEW YORK | 161117 | $590.5M | 10 | 2026-03-31 | → |
| 1422 | STONE-GOFF MANAGEMENT, LLC | NEW YORK | 281205 | $588.6M | 14 | 2026-04-30 | → |
| 1423 | JADE MOUNTAIN PARTNERS, LLC | WHITE PLAINS | 290415 | $588.4M | 16 | 2026-03-31 | → |
| 1424 | BROCK FIDUCIARY SERVICES LLC | NEW YORK | 153055 | $588.2M | 4 | 2026-04-30 | → |
| 1425 | SCOPIA CAPITAL MANAGEMENT LP | NEW YORK | 124403 | $587.3M | 20 | 2026-04-30 | → |
| 1426 | PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | NEW YORK | 137980 | $582.9M | 11 | 2026-03-31 | → |
| 1427 | FRESHFORD CAPITAL MANAGEMENT, LLC | HARRISON | 158448 | $581.8M | 8 | 2026-03-31 | → |
| 1428 | TWO SIGMA REAL ESTATE, LP | NEW YORK | 324210 | $581.7M | 36 | 2026-03-31 | → |
| 1429 | HYPERION CAPITAL ADVISORS LP | NEW YORK | 304230 | $581.3M | 41 | 2026-03-31 | → |
| 1430 | SAVANNA INVESTMENT MANAGEMENT LLC | NEW YORK | 158770 | $579.5M | 39 | 2026-03-31 | → |
| 1431 | TWO ROADS PARTNERS MANAGEMENT, LP | NEW YORK | 326470 | $578.9M | 13 | 2026-03-31 | → |
| 1432 | OXLER PRIVATE WEALTH LLC | RYE BROOK | 309684 | $578.1M | 4 | 2026-03-31 | → |
| 1433 | VALUEWORKS LLC | NEW YORK CITY | 116850 | $577.3M | 6 | 2026-04-30 | → |
| 1434 | CELLO CAPITAL MANAGEMENT, LP | NEW YORK | 160398 | $577.2M | 15 | 2026-06-30 | → |
| 1435 | TABOR ASSET MANAGEMENT, LP | NEW YORK | 304666 | $577.2M | 6 | 2026-03-31 | → |
| 1436 | BIRNAM OAK ADVISORS, LP | NEW YORK | 328180 | $577.0M | 7 | 2026-03-31 | → |
| 1437 | UNTITLED INVESTMENTS LP | NEW YORK | 306357 | $574.0M | 10 | 2026-03-31 | → |
| 1438 | INDEPENDENT INVESTORS INC | NESCONSET | 105677 | $571.9M | 6 | 2026-03-31 | → |
| 1439 | LOOM CAPITAL MANAGEMENT LLC | NEW YORK | 174093 | $570.8M | 2 | 2026-03-31 | → |
| 1440 | GUMSHOE CAPITAL MANAGEMENT LLC | NEW YORK | 328451 | $570.6M | 7 | 2026-03-31 | → |
| 1441 | LIONSTONE CAPITAL MANAGEMENT LLC | NEW YORK | 157603 | $569.7M | 6 | 2026-03-31 | → |
| 1442 | S.E.E.D. PLANNING GROUP, LLC | BINGHAMTON | 188521 | $568.0M | 28 | 2026-05-31 | → |
| 1443 | TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC | NEW YORK | 291631 | $567.8M | 23 | 2026-06-30 | → |
| 1444 | PRENTICE WEALTH MANAGEMENT LLC | ROCHESTER | 160052 | $567.5M | 14 | 2026-05-31 | → |
| 1445 | EQUINUM, LLC | BROOKLYN | 304350 | $566.0M | 5 | 2026-04-30 | → |
| 1446 | MSP SPORTS ADVISORS, LLC | NEW YORK | 311037 | $565.6M | 5 | 2025-03-31 | → |
| 1447 | OPTO INVESTMENT MANAGEMENT, LLC | NEW YORK | 316847 | $565.4M | 14 | 2026-03-31 | → |
| 1448 | OLSTEIN CAPITAL MANAGEMENT, L.P. | PURCHASE | 38474 | $564.1M | 11 | 2026-03-31 | → |
| 1449 | SHIKIAR ASSET MANAGEMENT INC | NEW YORK | 107533 | $564.0M | 6 | 2026-03-31 | → |
| 1450 | ECC FUND MANAGER II, LLC | NEW YORK | 167090 | $563.9M | 17 | 2026-03-31 | → |
| 1451 | BROOKLYN FI, LLC | BROOKLYN | 292115 | $563.1M | 10 | 2026-06-30 | → |
| 1452 | HARRADEN CIRCLE INVESTMENTS, LLC | NEW YORK | 310227 | $562.9M | 9 | 2026-03-31 | → |
| 1453 | MB GLOBAL ADVISERS, LLC | NEW YORK | 166823 | $562.5M | 8 | 2026-03-31 | → |
| 1454 | CANARAS CAPITAL MANAGEMENT, LLC | NEW YORK | 142766 | $561.0M | 10 | 2026-06-30 | → |
| 1455 | OGOREK WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 105707 | $558.9M | 8 | 2026-02-28 | → |
| 1456 | THOMASLLOYD CLIMATE SOLUTIONS LLC | PLEASANTVILLE | 298222 | $558.2M | 6 | 2026-03-31 | → |
| 1457 | SQ CAPITAL LLC | NEW YORK | 334301 | $556.1M | 17 | 2026-06-30 | → |
| 1458 | SPRUCE STREET CAPITAL LP | NEW YORK | 333213 | $555.9M | 4 | 2026-03-31 | → |
| 1459 | INDAGO CAPITAL LLC | NEW YORK | 330343 | $555.9M | 12 | 2026-05-31 | → |
| 1460 | PREMIER WEALTH ADVISORS, LLC | NEW YORK | 120358 | $555.1M | 9 | 2026-03-31 | → |
| 1461 | TOTAL MANAGEMENT GROUP, INC. | MELVILLE | 124261 | $553.9M | 6 | 2026-02-28 | → |
| 1462 | SMA CAPITAL LLC | NEW YORK | 335168 | $553.5M | 9 | 2026-03-31 | → |
| 1463 | MW ADVISOR, LLC | NEW YORK | 332429 | $552.5M | 115 | 2026-03-31 | → |
| 1464 | PLUM ISLAND PARTNERS LLC | NEW YORK | 337695 | $550.0M | 16 | 2026-06-30 | → |
| 1465 | TERRAMONT INFRASTRUCTURE MANAGEMENT LLC | NEW YORK | 317282 | $549.9M | 6 | 2026-03-31 | → |
| 1466 | EXOME ASSET MANAGEMENT LLC | NEW YORK | 304585 | $548.6M | 10 | 2026-03-31 | → |
| 1467 | WELLINGTON SHIELDS & CO., LLC | NEW YORK | 149021 | $546.0M | 25 | 2026-03-31 | → |
| 1468 | AMHERST CAPITAL MANAGEMENT LLC | NEW YORK | 174130 | $544.7M | 10 | 2026-03-31 | → |
| 1469 | FAROL INVESTMENT ADVISERS LP | NEW YORK | 166565 | $543.7M | 5 | 2026-03-31 | → |
| 1470 | PALUMBO WEALTH MANAGEMENT LLC | GREAT NECK | 306548 | $543.4M | 7 | 2026-04-30 | → |
| 1471 | ANDALUSIAN CREDIT PARTNERS, LLC | NEW YORK | 324744 | $541.3M | 16 | 2026-03-31 | → |
| 1472 | HEROLD ADVISORS, INC. | NEW YORK | 105090 | $540.2M | 9 | 2026-04-30 | → |
| 1473 | SPIRIT OF AMERICA MANAGEMENT CORP | SYOSSET | 110023 | $540.0M | 35 | 2026-01-31 | → |
| 1474 | CONSECTOR CAPITAL, LP | NEW YORK | 161337 | $539.7M | 5 | 2024-12-31 | → |
| 1475 | TROOB CAPITAL MANAGEMENT LLC | RYE BROOK | 161416 | $537.9M | 8 | 2026-04-30 | → |
| 1476 | ALPHA PARTNERS MANAGEMENT, LLC | NEW YORK | 286141 | $537.5M | 10 | 2026-03-31 | → |
| 1477 | ANTARA CAPITAL LP | NEW YORK | 298247 | $537.4M | 4 | 2026-03-31 | → |
| 1478 | BAYBERRY CAPITAL PARTNERS LP | NEW YORK | 300381 | $533.4M | 9 | 2026-03-31 | → |
| 1479 | P. SCHOENFELD ASSET MANAGEMENT LP | NEW YORK | 149236 | $532.2M | 12 | 2026-03-31 | → |
| 1480 | ANCIENT MANAGEMENT LP | NEW YORK | 324806 | $531.5M | 12 | 2026-03-31 | → |
| 1481 | NEW SILK ROUTE ADVISORS, L.P. | NEW YORK | 161339 | $531.5M | 5 | 2026-03-31 | → |
| 1482 | GAGNON SECURITIES, LLC | NEW YORK | 103727 | $529.7M | 19 | 2026-05-31 | → |
| 1483 | CH GLOBAL CAPITAL MANAGEMENT, LLC | NEW YORK | 283431 | $529.1M | 5 | 2026-03-31 | → |
| 1484 | AXON CAPITAL LP | NEW YORK | 158281 | $527.4M | 6 | 2026-03-31 | → |
| 1485 | HVPF MANAGER II, LLC | NEW YORK | 318754 | $527.2M | 47 | 2026-03-31 | → |
| 1486 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | NEW YORK | 284788 | $525.6M | 166 | 2026-06-30 | → |
| 1487 | SHERBORNE INVESTORS MANAGEMENT LP | NEW YORK | 160178 | $522.1M | 4 | 2026-03-31 | → |
| 1488 | DG CAPITAL MANAGEMENT, LLC | NEW YORK | 157258 | $521.9M | 11 | 2026-05-31 | → |
| 1489 | ANDREW GARRETT, INC. | NEW YORK | 29931 | $521.3M | 14 | 2026-04-30 | → |
| 1490 | BOARDMAN BAY CAPITAL MANAGEMENT LLC | NEW YORK | 164577 | $518.4M | 3 | 2026-03-31 | → |
| 1491 | HUDSON HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 316815 | $518.1M | 6 | 2026-03-31 | → |
| 1492 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | NY | 315603 | $517.9M | 2 | 2026-03-31 | → |
| 1493 | JORDAN/ZALAZNICK ADVISERS, INC. | NEW YORK | 160932 | $517.5M | 25 | 2026-03-31 | → |
| 1494 | MILLENNIA GLOBAL INVESTORS LLC | NEW YORK | 322761 | $516.0M | 6 | 2026-05-31 | → |
| 1495 | WEALTHSPRING CAPITAL LLC | WEST HARRISON | 301040 | $515.0M | 5 | 2026-06-30 | → |
| 1496 | LONG RUN WEALTH ADVISORS, LLC | LAKE PLACID | 311415 | $514.2M | 7 | 2026-01-31 | → |
| 1497 | ELEVATUS WEALTH MANAGEMENT, LLC | VICTOR | 325629 | $513.4M | 9 | 2026-06-30 | → |
| 1498 | CANAM CAPITAL MANAGEMENT, LLC | NEW YORK | 298587 | $513.3M | 2 | 2026-05-31 | → |
| 1499 | ST. JAMES INVESTMENT ADVISORS, LLC | PORT JEFFERSON | 283880 | $511.5M | 7 | 2026-02-28 | → |
| 1500 | HORIZON ADVISORY SERVICES, INC. | WEST HENRIETTA | 305239 | $510.2M | 9 | 2026-06-30 | → |
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