Research Report · 2026-02-28
Largest Registered Investment Advisers in New York City
New York City SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
100
Total AUM
$1.07T
Median AUM
$1.35B
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CLEARBRIDGE INVESTMENTS, LLC | NEW YORK | 137028 | $184.81B | 210 | 2026-01-31 | → |
| 2 | FRANKLIN TEMPLETON FUND ADVISER, LLC | NEW YORK | 140432 | $167.44B | 0 | 2025-12-31 | → |
| 3 | LEXINGTON PARTNERS L.P. | NEW YORK | 147281 | $79.27B | 171 | 2025-12-31 | → |
| 4 | TWO SIGMA ADVISERS, LP | NEW YORK | 152254 | $74.26B | 101 | 2026-01-31 | → |
| 5 | CLARION PARTNERS, LLC | NEW YORK | 108803 | $73.68B | 321 | 2026-02-28 | → |
| 6 | BUCK GLOBAL, LLC | NEW YORK | 108695 | $47.61B | 625 | 2025-03-31 | → |
| 7 | IFM INVESTORS (US) ADVISOR, LLC | NEW YORK | 146366 | $40.23B | 157 | 2025-12-31 | → |
| 8 | NINETY ONE NORTH AMERICA, INC. | NEW YORK | 167922 | $38.74B | 67 | 2025-06-30 | → |
| 9 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | NEW YORK | 110411 | $36.42B | 48 | 2026-01-31 | → |
| 10 | SHENKMAN CAPITAL MANAGEMENT, INC. | NEW YORK | 112192 | $35.08B | 146 | 2026-01-31 | → |
| 11 | EISLER CAPITAL (US) LLC | NEW YORK | 315314 | $33.00B | 94 | 2025-07-31 | → |
| 12 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | NEW YORK | 117384 | $29.59B | 127 | 2026-02-28 | → |
| 13 | CITI GLOBAL ALTERNATIVES, LLC | NEW YORK | 324457 | $24.39B | 91 | 2025-07-31 | → |
| 14 | ROYCE & ASSOCIATES, LP | NEW YORK | 107689 | $12.41B | 89 | 2026-02-28 | → |
| 15 | RAMIREZ ASSET MANAGEMENT, INC. | NEW YORK | 110637 | $12.27B | 48 | 2025-12-31 | → |
| 16 | INVESTCORP CREDIT MANAGEMENT US LLC | NEW YORK | 165140 | $11.51B | 25 | 2025-10-31 | → |
| 17 | AFFINIUS CAPITAL MANAGEMENT LLC | NEW YORK | 158190 | $10.99B | 301 | 2025-05-31 | → |
| 18 | ROUNDHILL FINANCIAL INC. | NEW YORK | 300799 | $9.59B | 13 | 2026-02-28 | → |
| 19 | GRANITESHARES ADVISORS LLC | NEW YORK | 287806 | $9.19B | 6 | 2026-01-31 | → |
| 20 | NIKKO ASSET MANAGEMENT AMERICAS, INC. | NEW YORK | 824 | $9.04B | 28 | 2025-09-30 | → |
| 21 | COLLER CAPITAL INC | NEW YORK | 158102 | $9.00B | 59 | 2025-06-30 | → |
| 22 | INGALLS & SNYDER LLC | NEW YORK | 2288 | $7.83B | 92 | 2025-12-31 | → |
| 23 | TRUTINO CAPITAL MANAGEMENT, LLC | NEW YORK | 281980 | $6.72B | 7 | 2026-02-28 | → |
| 24 | CBRE GLOBAL VALUE INVESTORS, LLC | NEW YORK | 111590 | $6.11B | 195 | 2025-07-31 | → |
| 25 | GELLER ADVISORS LLC | NEW YORK | 134062 | $5.91B | 49 | 2025-01-31 | → |
| 26 | INVESTCORP INVESTMENT ADVISERS LLC | NEW YORK | 137790 | $5.53B | 71 | 2025-09-30 | → |
| 27 | ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC | NEW YORK | 322058 | $4.47B | 290 | 2026-02-28 | → |
| 28 | BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC | NEW YORK | 307525 | $4.10B | 240 | 2025-12-31 | → |
| 29 | E CAPITAL MANAGEMENT L.P. | NEW YORK | 113661 | $4.07B | 50 | 2025-03-31 | → |
| 30 | S3 CAPITAL ADVISORS LLC | NEW YORK | 322956 | $3.64B | 39 | 2026-01-31 | → |
| 31 | JEFFERIES INVESTMENT ADVISERS LLC | NEW YORK | 325421 | $3.42B | 119 | 2026-02-28 | → |
| 32 | INVESTCORP INVESTMENT SOLUTIONS LLC | NEW YORK | 314925 | $2.79B | 6 | 2025-09-30 | → |
| 33 | AVALA GLOBAL LP | NEW YORK | 323053 | $2.66B | 21 | 2026-02-28 | → |
| 34 | LEXINGTON ADVISORS LLC | NEW YORK | 107364 | $2.66B | 171 | 2025-12-31 | → |
| 35 | AMERICAN CAPITAL MANAGEMENT INC | NEW YORK | 110861 | $2.64B | 16 | 2025-06-30 | → |
| 36 | 3I CORPORATION | NEW YORK | 159892 | $2.63B | 25 | 2025-08-31 | → |
| 37 | DOMINI IMPACT INVESTMENTS LLC | NEW YORK | 109505 | $2.44B | 23 | 2026-02-28 | → |
| 38 | RATSON ADVISORY LLC | NEW YORK | 330091 | $2.39B | 2 | 2026-02-28 | → |
| 39 | ICON INFRASTRUCTURE NORTH AMERICA INC. | NEW YORK | 306800 | $2.36B | 17 | 2025-06-30 | → |
| 40 | OMNI BRIDGEWAY MANAGEMENT (USA) LLC | NEW YORK | 298001 | $2.15B | 26 | 2025-11-30 | → |
| 41 | NEXT CAPITAL MANAGEMENT LLC | NEW YORK | 110793 | $2.14B | 23 | 2026-01-31 | → |
| 42 | NEVILLE, RODIE & SHAW INC | NEW YORK | 104969 | $2.00B | 13 | 2026-01-31 | → |
| 43 | LUMENT INVESTMENT MANAGEMENT, LLC | NEW YORK | 306487 | $1.97B | 454 | 2025-06-30 | → |
| 44 | AEGIS CAPITAL CORP. | NEW YORK | 15007 | $1.78B | 260 | 2026-02-28 | → |
| 45 | ACCUMULUS CAPITAL MANAGEMENT, LLC | NEW YORK | 160501 | $1.74B | 10 | 2026-02-28 | → |
| 46 | WEALTHSTREAM ADVISORS, INC. | NEW YORK | 129428 | $1.54B | 22 | 2025-03-31 | → |
| 47 | TAURUS ASSET MANAGEMENT, LLC | NEW YORK | 130930 | $1.40B | 8 | 2025-03-31 | → |
| 48 | MORTGAGE INDUSTRY ADVISORY CORPORATION | NEW YORK | 122337 | $1.39B | 73 | 2025-02-28 | → |
| 49 | 10T HOLDINGS, LLC | NEW YORK | 313081 | $1.36B | 17 | 2025-08-31 | → |
| 50 | ALLY BRIDGE GROUP (PE) LLC | NEW YORK | 315273 | $1.35B | 18 | 2025-03-31 | → |
| 51 | VERSOR INVESTMENTS LP | NEW YORK | 171663 | $1.34B | 59 | 2025-11-30 | → |
| 52 | DB ADVISORY AMERICA, LIMITED(LTD) | NEW YORK | 313938 | $1.30B | 2 | 2026-01-31 | → |
| 53 | ACADEMY ASSET MANAGEMENT, LLC | NEW YORK | 319774 | $1.29B | 13 | 2026-02-28 | → |
| 54 | FOUNTAINHEAD AM, LLC | NEW YORK | 289000 | $1.28B | 6 | 2026-01-31 | → |
| 55 | BMO CAPITAL MARKETS CORP. | NEW YORK | 16686 | $1.21B | 1,275 | 2025-09-30 | → |
| 56 | 747 CAPITAL, LLC | NEW YORK | 164742 | $1.13B | 13 | 2026-02-28 | → |
| 57 | FIR TREE CAPITAL MANAGEMENT LP | NEW YORK | 156651 | $1.06B | 19 | 2025-05-31 | → |
| 58 | GRIFFIN ASSET MANAGEMENT, LLC | NEW YORK | 104548 | $1.05B | 10 | 2026-02-28 | → |
| 59 | ARLON ADVISOR LLC | NEW YORK | 160635 | $1.01B | 60 | 2025-06-30 | → |
| 60 | DAWSON PARTNERS (US) INC. | NEW YORK | 339430 | $999.1M | 231 | 2026-02-28 | → |
| 61 | E&E ADVISORS L.P. | NEW YORK | 111300 | $932.6M | 50 | 2025-07-31 | → |
| 62 | CIRCLE ADVISERS INC | NEW YORK | 110818 | $868.2M | 8 | 2025-12-31 | → |
| 63 | STRATEGIC ADVISORS LLC | NEW YORK | 125882 | $832.9M | 7 | 2026-02-28 | → |
| 64 | EDGE WEALTH MANAGEMENT, LLC | NEW YORK | 142380 | $827.2M | 7 | 2026-02-28 | → |
| 65 | CREDIT SUISSE SECURITIES (USA) LLC | NEW YORK | 816 | $805.3M | 39 | 2025-01-31 | → |
| 66 | KR CAPITAL LP | NEW YORK | 338229 | $792.4M | 20 | 2026-01-31 | → |
| 67 | BAILLIE GIFFORD INTERNATIONAL LLC | NEW YORK | 305849 | $715.4M | 21 | 2025-10-31 | → |
| 68 | RICHMOND HILL INVESTMENTS, LLC | NEW YORK | 160762 | $663.1M | 7 | 2025-04-30 | → |
| 69 | VAN BIEMA VALUE PARTNERS, LLC | NEW YORK | 136988 | $606.9M | 5 | 2025-03-31 | → |
| 70 | MAYTUS CAPITAL MANAGEMENT, LLC | NEW YORK | 288640 | $597.8M | 5 | 2026-02-28 | → |
| 71 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | NEW YORK | 328015 | $594.2M | 16 | 2025-06-30 | → |
| 72 | CYRUS J. LAWRENCE LLC | NEW YORK | 174034 | $591.5M | 7 | 2025-04-30 | → |
| 73 | NOMURA ASSET MANAGEMENT U.S.A. INC | NEW YORK | 108222 | $576.3M | 25 | 2026-01-31 | → |
| 74 | MSP SPORTS ADVISORS, LLC | NEW YORK | 311037 | $565.6M | 5 | 2025-03-31 | → |
| 75 | CUTTER CAPITAL MANAGEMENT, LP | NEW YORK | 326885 | $493.4M | 8 | 2025-03-31 | → |
| 76 | CSL III ADVISOR, LLC | NEW YORK | 316704 | $473.8M | 335 | 2025-03-31 | → |
| 77 | HUMANKIND INVESTMENTS LLC | NEW YORK | 304081 | $442.8M | 11 | 2026-01-31 | → |
| 78 | CHIRON INVESTMENT MANAGEMENT, LLC | NEW YORK | 277165 | $440.2M | 89 | 2025-03-31 | → |
| 79 | APAX PARTNERS US, LLC | NEW YORK | 157110 | $415.7M | 137 | 2025-06-30 | → |
| 80 | BOULDER HILL CAPITAL MANAGEMENT LP | NEW YORK | 313520 | $390.7M | 11 | 2025-03-31 | → |
| 81 | NOMURA CAPITAL MANAGEMENT LLC | NEW YORK | 324417 | $384.1M | 33 | 2026-01-31 | → |
| 82 | SNOWCAT CAPITAL MANAGEMENT LP | NEW YORK | 304254 | $381.0M | 3 | 2025-03-31 | → |
| 83 | EPOCH CAPITAL, US, LLC | NEW YORK | 315254 | $366.1M | 18 | 2025-09-30 | → |
| 84 | PLACEHOLDER MANAGEMENT, LLC | NEW YORK | 292362 | $345.4M | 7 | 2026-02-28 | → |
| 85 | GARNET EQUITY CAPITAL HOLDINGS, INC. | NEW YORK | 161948 | $339.5M | 7 | 2026-02-28 | → |
| 86 | STONE RUN CAPITAL, LLC | NEW YORK | 152078 | $335.0M | 4 | 2025-04-30 | → |
| 87 | NOKOTA MANAGEMENT, LP | NEW YORK | 159004 | $332.0M | 1 | 2025-07-31 | → |
| 88 | MACQUARIE CAPITAL PARTNERS, LLC | NEW YORK | 293250 | $329.7M | 75 | 2026-01-31 | → |
| 89 | FINANCIAL DECISIONS, LLC | NEW YORK | 107755 | $327.7M | 8 | 2026-02-28 | → |
| 90 | ALLEGIANT REAL ESTATE CAPITAL, LP | NEW YORK | 285525 | $326.0M | 2 | 2025-10-31 | → |
| 91 | OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC | NEW YORK | 297976 | $305.0M | 3 | 2026-02-28 | → |
| 92 | TC43 LLC | NEW YORK | 329373 | $290.1M | 11 | 2025-06-30 | → |
| 93 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | NEW YORK | 115559 | $279.4M | 1 | 2026-01-31 | → |
| 94 | FIRMAMENT CAP ADVISORS, LLC | NEW YORK | 324201 | $277.8M | 26 | 2025-03-31 | → |
| 95 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | NEW YORK | 284788 | $201.0M | 10 | 2025-07-31 | → |
| 96 | GAGNON ADVISORS, LLC | NEW YORK | 161697 | $187.3M | 10 | 2026-02-28 | → |
| 97 | JLENS | NEW YORK | 331778 | $183.3M | 5 | 2025-10-31 | → |
| 98 | AJF CAPITAL MANAGEMENT, INC. | NEW YORK | 126414 | $178.5M | 4 | 2025-11-30 | → |
| 99 | FUTURE YOU WEALTH LLC | NEW YORK | 305173 | $177.8M | 4 | 2025-04-30 | → |
| 100 | FENIX ASSET MANAGEMENT, LLC | NEW YORK | 291069 | $160.4M | 5 | 2026-02-28 | → |
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