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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
← PreviousPage 27 of 27 · 2,621 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
2601ADLER ASSET MANAGEMENT, LLCNEW YORK293512$4.4M12026-01-31→
260221SHARES US LLCNEW YORK328136$4.4M252026-03-31→
2603META INVESTMENT MANAGEMENT COMPANY LLCBROOKLYN312540$3.9M12026-03-31→
2604MSA POWER FUNDS LLCNEW YORK326791$3.0M22026-03-31→
2605WORTH CHARTING GROUP LLCNEW YORK340328$2.5M22026-04-30→
2606EXOS ASSET MANAGEMENT LLCNEW YORK305706$1.9M242026-04-30→
2607UPSKILL WEALTH MANAGEMENT, LLCCORTLAND332762$1.8M22025-03-31→
2608ELPHINSTONE, INC.NEW YORK311264$1.4M52026-04-30→
2609ROSENBLATT GLOBAL ADVISORS LLCNEW YORK311654$1.0M42025-03-31→
2610PMC WEALTH, LLCCLARENCE332215$550,00022026-04-30→
2611VALLEY FINANCIAL MANAGEMENT, INC.NEW YORK105387$473,2541242026-02-28→
2612PINNACLE ADVISORS LLCEAST SYRACUSE107275$433,14022026-03-31→
2613BLACKSTONE REAL ESTATE ADVISORS IV L.L.C.NEW YORK120936$147,7534262026-01-31→
2614ALTI LLCNEW YORK298935$100,81732025-03-31→
2615WEALTHMEUP ADVISORS LLCNEW YORK335157$75,93122026-04-30→
2616GEN INVEST LLCNEW YORK333196$40,00042026-03-31→
2617OMEN ADVISORY, LLCNEW YORK337532$36,00022026-03-31→
2618WEALTHIE ADVISORS, LLCBROOKLYN340058$27,32222026-06-30→
2619VALUR ROBO ADVISORS LLCNEW YORK318675$26,52622026-03-31→
2620MUSAFFA LLCNEW YORK338525$2,00022026-05-31→
2621QUANT ALPHA LLCNEW YORK336290$41712026-03-31→

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Sleeve2,621 firms · 2026-06-30