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 | |
|---|---|---|---|---|---|---|---|
| 1 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | NEW YORK | 107038 | $3.52T | 3,194 | 2026-06-30 | → |
| 2 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | NEW YORK | 107738 | $2.65T | 2,059 | 2026-05-31 | → |
| 3 | MORGAN STANLEY SMITH BARNEY LLC | PURCHASE | 149777 | $1.96T | 29,481 | 2026-06-30 | → |
| 4 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NEW YORK | 7691 | $1.78T | 32,960 | 2026-06-30 | → |
| 5 | BLACKROCK FINANCIAL MANAGEMENT, INC | NEW YORK | 107105 | $1.60T | 7,987 | 2026-06-30 | → |
| 6 | BLACKROCK ADVISORS, LLC | NEW YORK | 106614 | $1.10T | 146 | 2026-05-31 | → |
| 7 | MILLENNIUM MANAGEMENT LLC | NEW YORK | 158117 | $720.85B | 6,670 | 2026-03-31 | → |
| 8 | APOLLO CAPITAL MANAGEMENT, L.P. | NEW YORK | 143161 | $718.48B | 3,564 | 2026-05-31 | → |
| 9 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | NEW YORK | 110353 | $702.25B | 670 | 2026-06-30 | → |
| 10 | UBS ASSET MANAGEMENT (AMERICAS) LLC | NEW YORK | 106838 | $588.22B | 574 | 2026-03-31 | → |
| 11 | J.P. MORGAN PRIVATE INVESTMENTS INC. | NEW YORK | 110186 | $469.98B | 758 | 2026-06-30 | → |
| 12 | TEACHERS ADVISORS, LLC | NEW YORK | 107157 | $436.33B | 383 | 2026-03-31 | → |
| 13 | J.P. MORGAN SECURITIES LLC | NEW YORK | 79 | $429.69B | 8,703 | 2026-06-30 | → |
| 14 | BNY MELLON INVESTMENT ADVISER, INC. | NEW YORK | 105642 | $419.46B | 69 | 2026-06-30 | → |
| 15 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | NEW YORK | 144533 | $399.90B | 2,593 | 2026-06-30 | → |
| 16 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | NEW YORK | 124687 | $398.65B | 1,542 | 2026-03-31 | → |
| 17 | NYL INVESTORS LLC | NEW YORK | 169553 | $329.20B | 301 | 2026-03-31 | → |
| 18 | RBC CAPITAL MARKETS, LLC | NEW YORK | 31194 | $310.43B | 8,781 | 2026-06-30 | → |
| 19 | TIAA-CREF INVESTMENT MANAGEMENT LLC | NEW YORK | 107168 | $292.13B | 383 | 2026-03-31 | → |
| 20 | VOYA INVESTMENT MANAGEMENT CO. LLC | NEW YORK | 106494 | $274.95B | 859 | 2026-03-31 | → |
| 21 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | NEW YORK | 137432 | $240.66B | 588 | 2026-03-31 | → |
| 22 | TWO SIGMA INVESTMENTS, LP | NEW YORK | 137137 | $232.82B | 1,555 | 2026-03-31 | → |
| 23 | SQUAREPOINT OPS LLC | NEW YORK | 172116 | $226.98B | 69 | 2026-04-30 | → |
| 24 | SCHONFELD STRATEGIC ADVISORS LLC | NEW YORK | 281984 | $225.25B | 997 | 2026-05-31 | → |
| 25 | JENNISON ASSOCIATES LLC | NEW YORK | 107959 | $214.84B | 360 | 2026-03-31 | → |
| 26 | D. E. SHAW & CO., L.P. | NEW YORK | 108679 | $213.36B | 998 | 2026-03-31 | → |
| 27 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | NEW YORK | 104518 | $199.66B | 452 | 2026-05-31 | → |
| 28 | CLEARBRIDGE INVESTMENTS, LLC | NEW YORK | 137028 | $184.81B | 210 | 2026-01-31 | → |
| 29 | BLACKSTONE ISG-I ADVISORS L.L.C. | NEW YORK | 289202 | $183.53B | 114 | 2026-03-31 | → |
| 30 | HPS INVESTMENT PARTNERS, LLC | NEW YORK | 282125 | $175.72B | 826 | 2026-05-31 | → |
| 31 | INSIGHT NORTH AMERICA LLC | NEW YORK | 145995 | $171.09B | 238 | 2026-06-30 | → |
| 32 | FRANKLIN TEMPLETON FUND ADVISER, LLC | NEW YORK | 140432 | $167.44B | 0 | 2025-12-31 | → |
| 33 | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | NEW YORK | 156933 | $167.15B | 67 | 2026-03-31 | → |
| 34 | ALPHADYNE ASSET MANAGEMENT LP | NEW YORK | 154176 | $164.83B | 121 | 2026-03-31 | → |
| 35 | CERITY PARTNERS LLC | NEW YORK | 151559 | $161.68B | 1,529 | 2026-06-30 | → |
| 36 | MACKAY SHIELDS LLC | NEW YORK | 107717 | $159.52B | 206 | 2026-04-30 | → |
| 37 | EXODUSPOINT CAPITAL MANAGEMENT, LP | NEW YORK | 294156 | $159.41B | 707 | 2026-06-30 | → |
| 38 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | NEW YORK | 105686 | $156.56B | 100 | 2026-06-30 | → |
| 39 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | NEW YORK | 105820 | $150.40B | 254 | 2026-03-31 | → |
| 40 | ICAPITAL ADVISORS, LLC | NEW YORK | 177513 | $149.86B | 552 | 2026-05-31 | → |
| 41 | MARINER INVESTMENT GROUP, LLC | NEW YORK | 124744 | $149.62B | 146 | 2026-03-31 | → |
| 42 | BLACKSTONE MANAGEMENT PARTNERS L.L.C. | NEW YORK | 136979 | $145.73B | 213 | 2026-03-31 | → |
| 43 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | NEW YORK | 157434 | $142.15B | 437 | 2026-05-31 | → |
| 44 | NUVEEN ALTERNATIVES ADVISORS LLC | NEW YORK | 160255 | $142.02B | 87 | 2026-04-30 | → |
| 45 | APG ASSET MANAGEMENT US, INC | NEW YORK | 160795 | $141.33B | 183 | 2026-03-31 | → |
| 46 | LMR PARTNERS LLC | NEW YORK | 292183 | $140.11B | 106 | 2026-06-30 | → |
| 47 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | NEW YORK | 142219 | $139.88B | 15 | 2026-06-30 | → |
| 48 | CAPULA INVESTMENT US LP | NEW YORK | 157589 | $137.44B | 80 | 2026-06-30 | → |
| 49 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 108260 | $136.48B | 392 | 2026-05-31 | → |
| 50 | GOLDMAN SACHS & CO. LLC | NEW YORK | 361 | $133.64B | 2,268 | 2026-06-30 | → |
| 51 | AFLAC ASSET MANAGEMENT LLC | NEW YORK | 304316 | $133.47B | 110 | 2026-03-31 | → |
| 52 | BLACKSTONE REAL ESTATE ADVISORS L.P. | NEW YORK | 142979 | $130.74B | 547 | 2026-03-31 | → |
| 53 | VAN ECK ASSOCIATES CORPORATION | NEW YORK | 105080 | $125.61B | 292 | 2026-03-31 | → |
| 54 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | NEW YORK | 133536 | $125.26B | 881 | 2026-03-31 | → |
| 55 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | NEW YORK | 109591 | $120.70B | 364 | 2026-03-31 | → |
| 56 | LAZARD ASSET MANAGEMENT LLC | NEW YORK | 122836 | $120.52B | 532 | 2026-03-31 | → |
| 57 | ANGELO, GORDON & CO., L.P. | NEW YORK | 131940 | $115.94B | 1,096 | 2026-05-31 | → |
| 58 | WARBURG PINCUS LLC | NEW YORK | 156945 | $108.66B | 829 | 2026-03-31 | → |
| 59 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | NEW YORK | 312792 | $107.29B | 1,421 | 2026-03-31 | → |
| 60 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | NEW YORK | 151599 | $105.30B | 1,790 | 2026-04-30 | → |
| 61 | OAK HILL ADVISORS, L.P. | NEW YORK | 125352 | $100.72B | 435 | 2026-06-30 | → |
| 62 | BLACKSTONE CREDIT BDC ADVISORS LLC | NEW YORK | 296294 | $100.65B | 753 | 2026-03-31 | → |
| 63 | ROCKEFELLER FINANCIAL LLC | NEW YORK | 291361 | $99.60B | 1,005 | 2026-03-31 | → |
| 64 | RENAISSANCE TECHNOLOGIES LLC | NEW YORK | 106661 | $96.38B | 310 | 2026-04-30 | → |
| 65 | BLUE OWL GPSC ADVISORS LLC | NEW YORK | 293945 | $94.65B | 40 | 2026-04-30 | → |
| 66 | COATUE MANAGEMENT, L.L.C. | NEW YORK | 157910 | $92.71B | 199 | 2026-05-31 | → |
| 67 | CERBERUS CAPITAL MANAGEMENT, L.P. | NEW YORK | 152175 | $92.50B | 936 | 2026-05-31 | → |
| 68 | INSIGHT VENTURE MANAGEMENT, LLC | NEW YORK | 142994 | $92.18B | 438 | 2026-03-31 | → |
| 69 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | NEW YORK | 107580 | $92.04B | 293 | 2026-06-30 | → |
| 70 | CAPSTONE INVESTMENT ADVISORS, LLC | NEW YORK | 155563 | $91.53B | 304 | 2026-04-30 | → |
| 71 | WISDOMTREE ASSET MANAGEMENT, INC. | NEW YORK | 139684 | $88.38B | 175 | 2026-03-31 | → |
| 72 | CLAYTON, DUBILIER & RICE, LLC | NEW YORK | 160492 | $87.35B | 271 | 2026-04-30 | → |
| 73 | FIG LLC | NEW YORK | 129612 | $87.30B | 1,004 | 2026-06-30 | → |
| 74 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | NEW YORK | 106266 | $85.67B | 367 | 2026-04-30 | → |
| 75 | GLOBAL X MANAGEMENT COMPANY LLC | NEW YORK | 146932 | $83.02B | 146 | 2026-03-31 | → |
| 76 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | NEW YORK | 156244 | $82.99B | 99 | 2026-03-31 | → |
| 77 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | NEW YORK | 175101 | $82.00B | 72 | 2026-03-31 | → |
| 78 | STONEPEAK PARTNERS LP | NEW YORK | 159699 | $81.91B | 359 | 2026-04-30 | → |
| 79 | PZENA INVESTMENT MANAGEMENT LLC | NEW YORK | 106847 | $81.44B | 164 | 2026-03-31 | → |
| 80 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | NEW YORK | 134009 | $80.36B | 113 | 2026-06-30 | → |
| 81 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | NEW YORK | 289751 | $80.17B | 79 | 2026-05-31 | → |
| 82 | CENTERBRIDGE PARTNERS, L.P. | NEW YORK | 157359 | $79.86B | 280 | 2026-06-30 | → |
| 83 | LEXINGTON PARTNERS L.P. | NEW YORK | 147281 | $79.27B | 171 | 2026-06-30 | → |
| 84 | TIGER GLOBAL MANAGEMENT, LLC | NEW YORK | 160318 | $77.99B | 149 | 2026-03-31 | → |
| 85 | BLACKSTONE PROPERTY ADVISORS L.P. | NEW YORK | 226598 | $77.40B | 575 | 2026-03-31 | → |
| 86 | PINEBRIDGE INVESTMENTS LLC | NEW YORK | 285211 | $76.73B | 239 | 2026-05-31 | → |
| 87 | TWO SIGMA ADVISERS, LP | NEW YORK | 152254 | $74.26B | 101 | 2026-01-31 | → |
| 88 | CLARION PARTNERS, LLC | NEW YORK | 108803 | $73.68B | 321 | 2026-02-28 | → |
| 89 | RBC ROCHDALE, LLC | NEW YORK | 117198 | $72.96B | 269 | 2026-05-31 | → |
| 90 | TIAA-CREF TUITION FINANCING, INC. | NEW YORK | 108580 | $70.51B | 65 | 2026-06-30 | → |
| 91 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | NEW YORK | 120934 | $70.45B | 677 | 2026-03-31 | → |
| 92 | GOLDENTREE ASSET MANAGEMENT LP | NEW YORK | 112753 | $70.14B | 320 | 2026-06-30 | → |
| 93 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | NEW YORK | 146043 | $69.79B | 255 | 2026-03-31 | → |
| 94 | BETTERMENT LLC | NEW YORK | 149117 | $69.52B | 794 | 2026-06-30 | → |
| 95 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | NEW YORK | 162053 | $68.38B | 382 | 2026-03-31 | → |
| 96 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | NEW YORK | 110497 | $66.46B | 90 | 2026-06-30 | → |
| 97 | BLUE OWL CREDIT ADVISORS LLC | NEW YORK | 282575 | $64.86B | 250 | 2026-03-31 | → |
| 98 | CVC CREDIT PARTNERS, LLC | NEW YORK | 138528 | $61.63B | 153 | 2026-05-31 | → |
| 99 | QUANTINNO CAPITAL MANAGEMENT LP | NEW YORK | 298733 | $60.91B | 53 | 2026-03-31 | → |
| 100 | LGT CAPITAL PARTNERS (USA) INC. | NEW YORK | 160437 | $59.78B | 78 | 2026-04-30 | → |
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