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 | |
|---|---|---|---|---|---|---|---|
| 1801 | 22V ASSET MANAGEMENT LLC | NEW YORK | 323898 | $293.0M | 11 | 2026-03-31 | → |
| 1802 | LONG ISLAND WEALTH MANAGEMENT, INC. | MELVILLE | 173363 | $291.7M | 1 | 2026-04-30 | → |
| 1803 | IDIRECT PRIVATE CREDIT ADVISORS LLC | NEW YORK | 333824 | $290.9M | 158 | 2026-06-30 | → |
| 1804 | LEIGH BALDWIN & CO., LLC | CAZENOVIA | 38751 | $290.6M | 16 | 2026-05-31 | → |
| 1805 | TC43 LLC | NEW YORK | 329373 | $290.1M | 11 | 2025-06-30 | → |
| 1806 | ALCOVA CAPITAL MANAGEMENT LP | NEW YORK | 298021 | $289.3M | 6 | 2026-06-30 | → |
| 1807 | AIFAM GROUP LLC | RYE | 158290 | $289.2M | 10 | 2026-05-31 | → |
| 1808 | POWER INNOVATION PARTNERS, L.P. | NEW YORK | 312100 | $288.7M | 8 | 2026-06-30 | → |
| 1809 | ACADIA INFRASTRUCTURE CAPITAL LP | NEW YORK | 326032 | $288.6M | 11 | 2026-03-31 | → |
| 1810 | GF CAPITAL ASSET ADVISORS, LLC | NEW YORK | 160144 | $288.5M | 8 | 2026-06-30 | → |
| 1811 | PALISADE AMERICAS MANAGEMENT LLC | NEW YORK | 322412 | $288.4M | 4 | 2026-06-30 | → |
| 1812 | EDEN GLOBAL ADVISORS LLC | NEW YORK | 317761 | $285.6M | 22 | 2026-03-31 | → |
| 1813 | FINGERLAKES WEALTH MANAGEMENT, INC. | ITHACA | 149709 | $285.4M | 4 | 2026-04-30 | → |
| 1814 | FULL IN PARTNERS MANAGEMENT, LLC | NEW YORK | 309967 | $284.4M | 9 | 2026-03-31 | → |
| 1815 | DARWINS RIVER CAPITAL, LP | NEW YORK | 334878 | $283.8M | 3 | 2026-06-30 | → |
| 1816 | EDEN CAPITAL MANAGEMENT LLC | NEW YORK | 290418 | $283.8M | 9 | 2026-04-30 | → |
| 1817 | ZOE FINANCIAL, INC. | NEW YORK | 285158 | $283.5M | 45 | 2026-06-30 | → |
| 1818 | SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | ARMONK | 327151 | $283.0M | 3 | 2026-03-31 | → |
| 1819 | BEATRICE ADVISORS LP | NEW YORK | 332668 | $282.3M | 11 | 2026-06-30 | → |
| 1820 | CARUSO MCLEAN & CO., INC. | UTICA | 126084 | $281.8M | 5 | 2026-03-31 | → |
| 1821 | NEW VINTAGE PARTNERS LLC | NEW YORK | 327559 | $281.5M | 6 | 2026-06-30 | → |
| 1822 | ISOMER PARTNERS LP | NEW YORK | 289530 | $279.7M | 5 | 2024-12-31 | → |
| 1823 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | NEW YORK | 115559 | $279.4M | 1 | 2026-01-31 | → |
| 1824 | KINTAYL CAPITAL LP | NEW YORK | 331471 | $279.1M | 4 | 2026-03-31 | → |
| 1825 | STILWELL VALUE LLC | NEW YORK | 160697 | $278.7M | 11 | 2026-03-31 | → |
| 1826 | HOLISTIC WEALTH ADVISORS | CLIFTON PARK | 332918 | $278.7M | 10 | 2026-03-31 | → |
| 1827 | EDENBROOK CAPITAL, LLC | MOUNT KISCO | 283465 | $278.3M | 4 | 2026-03-31 | → |
| 1828 | FUTURE POSITIVE MANAGEMENT, L.L.C. | NEW YORK | 309644 | $278.0M | 4 | 2026-03-31 | → |
| 1829 | CLAREN ROAD PRIVATE CREDIT SOLUTIONS LLC | NEW YORK | 336373 | $277.9M | 6 | 2026-03-31 | → |
| 1830 | FIRMAMENT CAP ADVISORS, LLC | NEW YORK | 324201 | $277.8M | 26 | 2025-03-31 | → |
| 1831 | WILMINGTON CAPITAL SECURITIES, LLC | GARDEN CITY | 133839 | $277.1M | 6 | 2026-03-31 | → |
| 1832 | HAZELVIEW SECURITIES (US) LLC | NEW YORK | 174811 | $276.3M | 15 | 2026-03-31 | → |
| 1833 | J.H. LANE PARTNERS, LP | NEW YORK | 282383 | $276.0M | 7 | 2026-03-31 | → |
| 1834 | LUMOS CAPITAL GROUP LLC | NEW YORK | 306528 | $274.5M | 7 | 2026-03-31 | → |
| 1835 | RECKONER CAPITAL MANAGEMENT LLC | NEW YORK | 333863 | $273.4M | 26 | 2026-03-31 | → |
| 1836 | NESTEGG ADVISORS, INC. | HAUPPAUGE | 125878 | $272.7M | 5 | 2026-06-30 | → |
| 1837 | TAILORED WEALTH SOLUTIONS, LLC | SARATOGA SPRINGS | 340266 | $271.8M | 7 | 2026-06-30 | → |
| 1838 | ACCRUED EQUITIES INC. | MELVILLE | 13452 | $271.8M | 4 | 2026-03-31 | → |
| 1839 | RAFFLES CAPITAL MANAGEMENT, LLC | NEW YORK | 161565 | $270.2M | 2 | 2026-03-31 | → |
| 1840 | SAGE INVESTMENT ADVISERS LLC | WAPPINGERS FALLS | 304559 | $268.4M | 5 | 2026-03-31 | → |
| 1841 | SOVIERO ASSET MANAGEMENT, LP | NEW YORK | 298418 | $267.7M | 6 | 2026-03-31 | → |
| 1842 | LIVELLO CAPITAL MANAGEMENT LP | NEW YORK | 305403 | $265.2M | 6 | 2026-03-31 | → |
| 1843 | KIZE CAPITAL LP | NEW YORK | 305608 | $264.9M | 4 | 2026-03-31 | → |
| 1844 | SENDER COMPANY & PARTNERS, INC. | NEW YORK | 282319 | $264.8M | 18 | 2026-03-31 | → |
| 1845 | PATRICOF CO. LLC | NEW YORK | 320902 | $264.2M | 11 | 2026-03-31 | → |
| 1846 | HUDSON CANYON CAPITAL MANAGEMENT, LLC | NEW YORK | 286437 | $263.9M | 1 | 2026-03-31 | → |
| 1847 | CRESTWOOD CAPITAL MANAGEMENT, L.P. | NEW YORK | 160807 | $263.0M | 4 | 2026-03-31 | → |
| 1848 | NERDWALLET WEALTH PARTNERS, LLC | NEW YORK | 337328 | $262.8M | 23 | 2026-06-30 | → |
| 1849 | EMPERY ASSET MANAGEMENT, LP | NEW YORK CITY | 148180 | $262.5M | 6 | 2026-03-31 | → |
| 1850 | 5C INVESTMENT PARTNERS ADVISOR LLC | NEW YORK | 330565 | $262.2M | 29 | 2026-03-31 | → |
| 1851 | SPRUCE POINT CAPITAL MANAGEMENT, LLC | RIVERHEAD | 288248 | $262.2M | 3 | 2026-03-31 | → |
| 1852 | TIMECAPITAL INVESTOR ADVISORY SERVICES INC | PORT JEFFERSON STATION | 105672 | $262.0M | 2 | 2026-06-30 | → |
| 1853 | AG DILLON ASSET MANAGEMENT LP | NEW YORK | 328384 | $262.0M | 1 | 2026-06-30 | → |
| 1854 | ROOM40 CAPITAL LLC | NEW YORK | 322436 | $261.7M | 11 | 2026-05-31 | → |
| 1855 | ELCO MANAGEMENT COMPANY, LLC | NEW YORK | 137036 | $261.2M | 7 | 2026-05-31 | → |
| 1856 | DCM ADVISORS, LLC | NEW YORK | 126248 | $260.5M | 11 | 2026-03-31 | → |
| 1857 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | CLIFTON PARK | 125689 | $260.0M | 1 | 2026-03-31 | → |
| 1858 | ERA GLOBAL TECHNOLOGIES LLC | NEW YORK | 339601 | $259.9M | 5 | 2026-04-30 | → |
| 1859 | CHURCHILL NCPE ADVISOR LLC | NEW YORK | 338431 | $259.5M | 206 | 2026-04-30 | → |
| 1860 | INCLINE GLOBAL MANAGEMENT, LLC | NEW YORK | 162607 | $259.0M | 6 | 2026-03-31 | → |
| 1861 | CORINTHIAN CAPITAL GROUP, LLC | NEW YORK | 160346 | $258.8M | 7 | 2026-03-31 | → |
| 1862 | MA ASSET MANAGEMENT, LLC | IRVINGTON | 283673 | $257.7M | 15 | 2026-05-31 | → |
| 1863 | KURAMO CAPITAL MANAGEMENT, LLC | NEW YORK | 160614 | $257.7M | 19 | 2026-03-31 | → |
| 1864 | AVICENE INVESTMENT MANAGEMENT LP | NEW YORK | 339617 | $256.5M | 5 | 2026-03-31 | → |
| 1865 | ZEPHYR MANAGEMENT, L.P. | NEW YORK | 129683 | $256.3M | 22 | 2026-03-31 | → |
| 1866 | DONALD SMITH, L.P. | NEW YORK | 285701 | $256.0M | 11 | 2026-03-31 | → |
| 1867 | RIVERWEST INVESTMENT MANAGEMENT, LLC | NEW YORK | 339697 | $254.1M | 3 | 2026-05-31 | → |
| 1868 | VENOR CAPITAL MANAGEMENT LP | NEW YORK | 158327 | $254.0M | 4 | 2026-03-31 | → |
| 1869 | WESTCO ADVISORY SERVICES, INC. | LYNBROOK | 120755 | $254.0M | 6 | 2026-02-28 | → |
| 1870 | CANTY FINANCIAL MANAGEMENT, INC. | BALLSTON SPA | 118945 | $254.0M | 5 | 2026-01-31 | → |
| 1871 | INDIANO CAPITAL MANAGEMENT INC. | ROCHESTER | 122620 | $253.8M | 2 | 2026-03-31 | → |
| 1872 | HERONETTA MANAGEMENT, L.P. | NEW YORK | 157307 | $253.6M | 5 | 2026-03-31 | → |
| 1873 | CLEAR POINT ADVISORS, INC. | MELVILLE | 111775 | $253.4M | 4 | 2026-03-31 | → |
| 1874 | MURPHY WEALTH MANAGEMENT GROUP, INC. | FISHKILL | 277161 | $251.9M | 6 | 2026-01-31 | → |
| 1875 | COINSHARES ASSET MANAGEMENT (US) LLC | NEW YORK | 314541 | $251.9M | 8 | 2026-06-30 | → |
| 1876 | ARETEX CAPITAL MANAGEMENT, LP | NEW YORK | 296753 | $251.6M | 3 | 2026-03-31 | → |
| 1877 | AC INVESTMENT MANAGEMENT, LLC | NEW YORK | 140443 | $251.0M | 8 | 2026-03-31 | → |
| 1878 | EMERGENT WEALTH ADVISORS, LLC | WILLIAMSVILLE | 174845 | $249.1M | 3 | 2026-01-31 | → |
| 1879 | AACP INVESTMENTS, LLC | NEW YORK | 314568 | $248.1M | 12 | 2026-06-30 | → |
| 1880 | VALUE INVESTMENT PROFESSIONALS, LLC | NEW YORK | 164704 | $246.7M | 4 | 2026-03-31 | → |
| 1881 | TACONIC ADVISORS INC. | SAUGERTIES | 123961 | $246.3M | 6 | 2026-03-31 | → |
| 1882 | BOSTWICK CAPITAL LLC | LOCUST VALLEY | 162386 | $245.4M | 2 | 2026-03-31 | → |
| 1883 | STROBE VENTURES LP | BROOKLYN | 334227 | $245.2M | 4 | 2026-05-31 | → |
| 1884 | BANDERA PARTNERS LLC | BROOKLYN | 161230 | $244.1M | 6 | 2026-03-31 | → |
| 1885 | JRE ADVISORS LLC | NEW YORK | 318777 | $243.3M | 9 | 2026-03-31 | → |
| 1886 | BLUE SPARK CAPITAL ADVISORS LLC | NEW YORK | 159025 | $242.8M | 4 | 2026-03-31 | → |
| 1887 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | NEW YORK | 145370 | $241.9M | 6 | 2026-03-31 | → |
| 1888 | TENERE CAPITAL, LLC | NEW YORK | 312441 | $241.1M | 5 | 2026-05-31 | → |
| 1889 | CLEARFIELD CAPITAL MANAGEMENT LP | NEW YORK | 174981 | $240.2M | 4 | 2026-03-31 | → |
| 1890 | BUTTONWOOD GROUP ADVISORS LLC | UNIONDALE | 173608 | $240.2M | 4 | 2026-02-28 | → |
| 1891 | BREWSTER FINANCIAL PLANNING LLC | BROOKLYN | 125291 | $239.7M | 3 | 2026-03-31 | → |
| 1892 | GATEMORE CAPITAL MANAGEMENT LP | NEW YORK | 332864 | $239.5M | 9 | 2026-05-31 | → |
| 1893 | FOOTPATH VENTURES LP | NEW YORK | 306142 | $239.0M | 3 | 2026-03-31 | → |
| 1894 | PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP | NEW YORK | 143598 | $238.4M | 7 | 2026-03-31 | → |
| 1895 | GRAPHENE CAPITAL MANAGEMENT LP | NEW YORK | 330557 | $238.1M | 9 | 2026-03-31 | → |
| 1896 | GSA CAPITAL PARTNERS (NEW YORK) LP | NEW YORK | 286369 | $237.6M | 5 | 2026-03-31 | → |
| 1897 | COHEN & COMPANY FINANCIAL MANAGEMENT, LLC | NEW YORK | 133171 | $237.4M | 29 | 2026-03-31 | → |
| 1898 | SOUNDCORE CAPITAL PARTNERS, LLC | NEW YORK | 288749 | $237.2M | 3 | 2026-03-31 | → |
| 1899 | AXIOM INVESTMENT MANAGEMENT LLC | NEW YORK | 141516 | $236.8M | 10 | 2026-04-30 | → |
| 1900 | RPM CAPITAL PARTNERS, LLC | NEW YORK | 160913 | $233.9M | 6 | 2026-03-31 | → |
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