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 | |
|---|---|---|---|---|---|---|---|
| 2401 | ATLA CAPITAL MANAGEMENT LLC | NEW YORK | 312501 | $60.8M | 2 | 2026-03-31 | → |
| 2402 | BLACKSTONE REAL ESTATE ADVISORS V L.P. | NEW YORK | 138208 | $60.2M | 374 | 2026-03-31 | → |
| 2403 | GOLDIRON GP LLC | NEW YORK | 285239 | $60.2M | 1 | 2026-03-31 | → |
| 2404 | R & R FINANCIAL PLANNERS, INC. | EAST MEADOW | 113291 | $60.1M | 3 | 2026-03-31 | → |
| 2405 | HALO INVESTMENT SERVICES, LLC | MANHASSET | 325613 | $60.0M | 24 | 2026-03-31 | → |
| 2406 | NEWSHOLME FINANCIAL GROUP, INC | YORKTOWN HTS | 126165 | $59.9M | 2 | 2025-03-31 | → |
| 2407 | LIBERTY WEALTH MANAGERS LLC | NEW YORK | 322131 | $59.9M | 2 | 2026-03-31 | → |
| 2408 | QUANTEL ASSET MANAGEMENT LLC | NEW YORK | 311013 | $59.7M | 3 | 2026-05-31 | → |
| 2409 | WYSER-PRATTE MANAGEMENT CO., INC. | BEDFORD HILLS | 106399 | $58.6M | 2 | 2026-03-31 | → |
| 2410 | CAPITAL INSIGHTS GROUP OF WNY, LLC. | BUFFALO | 282909 | $58.6M | 3 | 2026-04-30 | → |
| 2411 | HELIANTH INVESTMENT MANAGEMENT LLC | PORT CHESTER | 317326 | $58.4M | 1 | 2026-03-31 | → |
| 2412 | TRUCK CAPITAL MANAGEMENT LLC | NEW YORK | 164329 | $58.3M | 7 | 2026-05-31 | → |
| 2413 | BROOKS, WAYNE I | UTICA | 168816 | $57.5M | 3 | 2026-03-31 | → |
| 2414 | PRINCETON VALUE PARTNERS LLC | NEW YORK | 313153 | $57.4M | 2 | 2026-03-31 | → |
| 2415 | NETWORK INVESTMENT ADVISORS INCORPORATED | COMMACK | 290927 | $57.4M | 5 | 2025-04-30 | → |
| 2416 | NGC FINANCIAL, LLC | BAYSIDE | 139992 | $57.1M | 1 | 2026-06-30 | → |
| 2417 | NEWOAK ASSET MANAGEMENT LLC | NEW YORK | 172956 | $57.1M | 6 | 2026-03-31 | → |
| 2418 | HUDSON PARK MANAGEMENT, LLC | NEW YORK | 312410 | $57.0M | 2 | 2025-03-31 | → |
| 2419 | BROWN FINANCIAL MANAGEMENT GROUP, LLC | LATHAM | 282501 | $56.8M | 3 | 2025-02-28 | → |
| 2420 | MOMENT ADVISORS, LLC | NEW YORK | 325262 | $56.3M | 6 | 2026-05-31 | → |
| 2421 | SZOP MULTISTRAT MANAGEMENT LLC | NEW YORK | 317689 | $55.9M | 8 | 2026-04-30 | → |
| 2422 | SIDUS INVESTMENT MANAGEMENT, LLC | NEW YORK | 160406 | $55.1M | 4 | 2026-03-31 | → |
| 2423 | MIANO, JOHN CHRISTOPHER | UTICA | 132484 | $54.5M | 1 | 2026-03-31 | → |
| 2424 | RENA ADVISORS LLC | PEARL RIVER | 164431 | $54.5M | 1 | 2026-02-28 | → |
| 2425 | ALPHA RIA LLC | NEW YORK | 313285 | $54.5M | 2 | 2025-03-31 | → |
| 2426 | VALOREM LLC | NEW YORK | 339215 | $54.3M | 2 | 2026-04-30 | → |
| 2427 | MAGNIFINA, LLC | BEDFORD HILLS | 306005 | $53.9M | 3 | 2026-03-31 | → |
| 2428 | WILLINK ASSET MANAGEMENT LLC | EAST AURORA | 117622 | $53.5M | 2 | 2025-05-31 | → |
| 2429 | LT ADVISORS LLC | NEW CITY | 318920 | $53.5M | 1 | 2026-02-28 | → |
| 2430 | NUMINA CAPITAL MANAGEMENT, LLC | NEW YORK | 169973 | $53.2M | 4 | 2024-12-31 | → |
| 2431 | VISDOM INVESTMENT GROUP LLC | RYE BROOK | 327619 | $53.1M | 4 | 2026-03-31 | → |
| 2432 | KB & PARTNERS MANAGEMENT CO LLC | NEW YORK | 108105 | $52.8M | 6 | 2026-03-31 | → |
| 2433 | PULTENEY STREET CAPITAL MANAGEMENT, LLC | NEW YORK | 166988 | $52.7M | 4 | 2024-12-31 | → |
| 2434 | ROOSEVELT MANAGEMENT COMPANY LLC | NEW YORK | 161605 | $52.4M | 30 | 2026-06-30 | → |
| 2435 | 42 AM, LLC | NEW YORK | 339735 | $51.9M | 5 | 2026-04-30 | → |
| 2436 | STASH WEALTH, LLC | NEW YORK | 167072 | $51.7M | 3 | 2026-03-31 | → |
| 2437 | PUREVEST, LLC | STATEN ISLAND | 318332 | $51.6M | 2 | 2026-03-31 | → |
| 2438 | LEGADO WEALTH MANAGEMENT LLC | NEW YORK | 305263 | $51.0M | 1 | 2026-02-28 | → |
| 2439 | BPBI LLC | NEW YORK | 288133 | $51.0M | 2 | 2026-03-31 | → |
| 2440 | SAVICKI CAPITAL, LLC | NEW HARTFORD | 288180 | $51.0M | 2 | 2025-01-31 | → |
| 2441 | SEAWAY ADVISORS,LTD. | FAIRPORT | 149745 | $50.8M | 2 | 2026-03-31 | → |
| 2442 | ENDICOTT MANAGEMENT COMPANY | NEW YORK | 157119 | $50.8M | 5 | 2026-03-31 | → |
| 2443 | CAROSA STANTON ASSET MANAGEMENT, LLC | MENDON | 104588 | $50.7M | 3 | 2026-03-31 | → |
| 2444 | FORTE ADVISORY SERVICES,LLC | VICTOR | 317854 | $50.6M | 1 | 2026-03-31 | → |
| 2445 | PERSONAL ASSET STRATEGIES, INC. | WESTBURY | 128627 | $50.6M | 3 | 2026-06-30 | → |
| 2446 | LOWELL ROAD ASSET MANAGEMENT, INC. | MANHASSET | 164370 | $50.3M | 2 | 2026-02-28 | → |
| 2447 | SPP CREDIT ADVISORS II LLC | NEW YORK | 323725 | $50.2M | 7 | 2026-03-31 | → |
| 2448 | ONE68 GLOBAL CAPITAL, LLC | NEW YORK | 284585 | $50.0M | 4 | 2026-03-31 | → |
| 2449 | FOXPATH CAPITAL PARTNERS LP | NEW YORK | 331708 | $50.0M | 5 | 2026-03-31 | → |
| 2450 | HUDSON VALLEY WEALTH MANAGEMENT, INC | PEARL RIVER | 146338 | $48.8M | 1 | 2026-03-31 | → |
| 2451 | KPC TERRAPIN GROUP LLC | NEW YORK | 285526 | $48.7M | 1 | 2026-03-31 | → |
| 2452 | SWARTHMORE ASSET MANAGEMENT LTD | NEW YORK | 108507 | $48.6M | 2 | 2026-02-28 | → |
| 2453 | KRANE CAPITAL MANAGEMENT, LLC | NEW YORK | 329110 | $48.4M | 50 | 2026-03-31 | → |
| 2454 | AMERICAN WEALTH ADMINISTRATION GROUP LLC | GLEN COVE | 282683 | $48.3M | 3 | 2026-03-31 | → |
| 2455 | ASA ASSET MANAGEMENT LLC | NEW YORK | 335177 | $47.6M | 15 | 2026-06-30 | → |
| 2456 | HILBERT 8, LLC | NEW YORK | 284577 | $47.2M | 4 | 2026-03-31 | → |
| 2457 | DAVIS CAPITAL ADVISORS, LLC | NEW YORK | 153496 | $46.9M | 2 | 2026-03-31 | → |
| 2458 | CBF ADVISORS, LLC | NEW YORK | 134079 | $46.6M | 8 | 2026-03-31 | → |
| 2459 | CAMBRIDGE ADVISORS, LLC | WILLIAMSVILLE | 158928 | $46.5M | 1 | 2026-03-31 | → |
| 2460 | BOERUM HILL FINANCIAL ADVISORS LLC | BROOKLYN | 288987 | $46.4M | 1 | 2026-01-31 | → |
| 2461 | INTEGRITY ADVISORY PARTNERS LLC | NEW YORK | 161647 | $46.1M | 2 | 2026-03-31 | → |
| 2462 | ALERA RETIREMENT ADVISORS, LLC | ROCHESTER | 155738 | $45.7M | 5 | 2025-03-31 | → |
| 2463 | QUANTESSENCE CAPITAL LLC | NEW YORK | 330051 | $45.5M | 5 | 2026-03-31 | → |
| 2464 | MANENTIA WEALTH CONSULTING INC. | GREAT NECK | 333415 | $45.2M | 6 | 2025-04-30 | → |
| 2465 | CAPRA IBEX CREDIT OPPORTUNITIES, LLC | NEW YORK | 332538 | $45.1M | 8 | 2026-03-31 | → |
| 2466 | CAPRA CREDIT MANAGEMENT, LLC | NEW YORK | 281736 | $45.1M | 3 | 2026-03-31 | → |
| 2467 | COASTAL PRIVATE WEALTH MANAGEMENT LLC | NEW YORK | 327867 | $45.1M | 1 | 2026-02-28 | → |
| 2468 | LINCOLN PARK CAPITAL LLC | OLEAN | 330031 | $45.1M | 3 | 2026-04-30 | → |
| 2469 | BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC | NEW YORK | 143124 | $45.0M | 2 | 2026-03-31 | → |
| 2470 | ELKWATER CAPITAL MANAGEMENT, LLC | NEW YORK | 333963 | $44.8M | 3 | 2026-03-31 | → |
| 2471 | WINTHROP PARTNERS - WPA, LLC | BUFFALO | 282102 | $44.1M | 3 | 2026-04-30 | → |
| 2472 | TRANSPARENT WEALTH CONSULTING LLC | NEW YORK | 283193 | $43.9M | 1 | 2026-06-30 | → |
| 2473 | ACME CREDIT PARTNERS LLC | NEW YORK | 328087 | $43.8M | 5 | 2026-03-31 | → |
| 2474 | DOMAIN MONEY ADVISORS, LLC | NEW YORK | 316434 | $43.3M | 39 | 2026-05-31 | → |
| 2475 | STUYVESANT CAPITAL MANAGEMENT CORPORATION | ARMONK | 111998 | $43.0M | 2 | 2026-03-31 | → |
| 2476 | ARRIVAL CAPITAL MANAGEMENT LLC | NEW YORK | 126547 | $42.4M | 1 | 2026-03-31 | → |
| 2477 | SIMPLEADVISORY LLC | GARDEN CITY | 334785 | $42.1M | 3 | 2026-03-31 | → |
| 2478 | QAPITAL INVEST, LLC | NEW YORK | 283762 | $42.1M | 9 | 2026-01-31 | → |
| 2479 | HGI CAPITAL MANAGEMENT, LLC. | NEW YORK | 168303 | $41.6M | 12 | 2026-03-31 | → |
| 2480 | WGS MANAGEMENT SERVICES, INC | ROCHESTER | 270003 | $41.6M | 1 | 2026-04-30 | → |
| 2481 | ACACIA GROVE WEALTH MANAGEMENT, LLC | SCHENECTADY | 332881 | $41.6M | 1 | 2026-06-30 | → |
| 2482 | PRICAP ADVISORS LLC | NEW YORK | 159614 | $41.5M | 2 | 2026-03-31 | → |
| 2483 | NEIMAN FUNDS MANAGEMENT LLC | WILLIAMSVILLIE | 151749 | $41.2M | 3 | 2026-02-28 | → |
| 2484 | TWENTYTHREE ADVISORY LLC | NEW YORK | 332537 | $41.1M | 1 | 2026-03-31 | → |
| 2485 | CICC INVESTMENT MANAGEMENT (USA), INC. | NEW YORK | 168014 | $41.0M | 6 | 2024-12-31 | → |
| 2486 | SAGE ASSET MANAGEMENT, L.P. | NEW YORK | 160890 | $40.8M | 2 | 2024-12-31 | → |
| 2487 | MCNEILL CAPITAL, LLC | SARATOGA SPRINGS | 154517 | $40.6M | 1 | 2026-04-30 | → |
| 2488 | O'BRIEN CAPITAL MANAGEMENT, INC. | NYACK | 136100 | $40.6M | 1 | 2026-03-31 | → |
| 2489 | ARCAP PARTNERS LLC | PLAINVIEW | 313006 | $40.5M | 3 | 2026-06-30 | → |
| 2490 | MAGELLAN FINANCIAL SOLUTIONS LLC | WARWICK | 169107 | $40.4M | 1 | 2026-03-31 | → |
| 2491 | CIO CAPITAL GROUP LLC | NEW YORK | 336490 | $40.1M | 5 | 2026-04-30 | → |
| 2492 | FOUR POINTS ADVISORS, LLC | NEW YORK | 171720 | $40.0M | 12 | 2026-04-30 | → |
| 2493 | 2201 CAPITAL, LLC | NEW YORK | 341112 | $40.0M | 3 | 2026-06-30 | → |
| 2494 | MWMG ADVISORS, LLC | NEW YORK | 338376 | $40.0M | 1 | 2026-04-30 | → |
| 2495 | MSRESS III MANAGER, L.L.C. | NEW YORK | 138602 | $39.6M | 372 | 2026-03-31 | → |
| 2496 | IHS WEALTH MANAGEMENT LLC | OYSTER BAY | 329852 | $39.4M | 2 | 2026-06-30 | → |
| 2497 | GILEAD CAPITAL LP | NEW YORK | 282023 | $39.1M | 3 | 2026-03-31 | → |
| 2498 | AMIDON & PETERSEN FINANCIALS, LLC | ALBANY | 143079 | $39.1M | 2 | 2026-03-31 | → |
| 2499 | PEAK WEALTH MANAGEMENT LLC | SARATOGA SPRINGS | 332411 | $39.0M | 1 | 2026-01-31 | → |
| 2500 | CLEARVIEW FINANCIAL PLANNING, INC. | SOUTHOLD | 291834 | $37.9M | 1 | 2026-03-31 | → |
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