Research Report · 2026-06-30
Institutional Registered Investment Advisers in New York City
SEC-registered investment advisers in New York City ranked by reported institutional client assets.
Firms
701
Total AUM
$27.51T
Median AUM
$2.19B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | FORSYTH STREET ASSET MANAGEMENT LLC | NEW YORK | 310545 | $228.9M | 9 | 2026-03-31 | → |
| 402 | HEARTWOOD FUNDS, LLC | NEW YORK | 136940 | $317.6M | 2 | 2026-03-31 | → |
| 403 | CAPITAL COUNSEL LLC | NEW YORK | 109001 | $2.87B | 13 | 2026-03-31 | → |
| 404 | SHIKHARA INVESTMENT MANAGEMENT LP | NEW YORK | 329963 | $226.9M | 4 | 2026-05-31 | → |
| 405 | CAIUS CAPITAL US LP | NEW YORK | 322911 | $1.75B | 2 | 2026-03-31 | → |
| 406 | BQS FINANCIAL ADVISORS, LLC | NEW YORK | 333795 | $226.4M | 7 | 2026-03-31 | → |
| 407 | CATALUR CAPITAL MANAGEMENT, LP | NEW YORK | 307830 | $611.9M | 8 | 2026-03-31 | → |
| 408 | SWS CAPITAL MANAGEMENT, LLC | NEW YORK | 119043 | $413.1M | 10 | 2026-03-31 | → |
| 409 | NEVILLE, RODIE & SHAW INC | NEW YORK | 104969 | $2.00B | 13 | 2026-01-31 | → |
| 410 | GRAYCLIFF PARTNERS LP | NEW YORK | 157221 | $1.98B | 30 | 2026-06-30 | → |
| 411 | AMOVA ASSET MANAGEMENT AMERICAS, INC. | NEW YORK | 824 | $7.78B | 27 | 2026-06-30 | → |
| 412 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | NEW YORK | 120109 | $763.7M | 16 | 2026-03-31 | → |
| 413 | CITI GLOBAL ALTERNATIVES, LLC | NEW YORK | 324457 | $24.39B | 91 | 2025-07-31 | → |
| 414 | ESTABROOK CAPITAL MANAGEMENT LLC | NEW YORK | 128856 | $933.3M | 10 | 2026-03-31 | → |
| 415 | BRIGHTWOOD CAPITAL ADVISORS, LLC | NEW YORK | 167330 | $6.19B | 64 | 2026-06-30 | → |
| 416 | BREVET CAPITAL MANAGEMENT, LLC | NEW YORK | 151672 | $2.57B | 37 | 2026-06-30 | → |
| 417 | CKC CAPITAL LLC | NEW YORK | 168967 | $843.7M | 9 | 2026-03-31 | → |
| 418 | RECKONER CAPITAL MANAGEMENT LLC | NEW YORK | 333863 | $273.4M | 26 | 2026-03-31 | → |
| 419 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | NEW YORK | 284788 | $525.6M | 166 | 2026-06-30 | → |
| 420 | AUDAX MANAGEMENT COMPANY (NY), LLC | NEW YORK | 159458 | $25.69B | 238 | 2026-05-31 | → |
| 421 | SAVVY ADVISORS, INC. | NEW YORK | 318493 | $5.00B | 170 | 2026-03-31 | → |
| 422 | 337 FRONTIER CAPITAL, LP | NEW YORK | 284266 | $795.3M | 4 | 2026-04-30 | → |
| 423 | MAGNUS FINANCIAL GROUP LLC | NEW YORK | 289423 | $2.33B | 24 | 2026-03-31 | → |
| 424 | DENDUR CAPITAL LP | NEW YORK | 300823 | $1.46B | 9 | 2026-03-31 | → |
| 425 | DME CAPITAL MANAGEMENT, LP | NEW YORK | 157081 | $4.80B | 29 | 2026-05-31 | → |
| 426 | SHUFRO, ROSE & CO., LLC | NEW YORK | 3403 | $2.46B | 27 | 2026-04-30 | → |
| 427 | LONE PEAK PARTNERS MANAGEMENT LP | NEW YORK | 156546 | $210.4M | 3 | 2026-03-31 | → |
| 428 | ROYCE & ASSOCIATES, LP | NEW YORK | 107689 | $12.41B | 89 | 2026-02-28 | → |
| 429 | ANCHORAGE CAPITAL GROUP, L.L.C. | NEW YORK | 135657 | $3.71B | 93 | 2026-03-31 | → |
| 430 | TEKNE CAPITAL MANAGEMENT, LLC | NEW YORK | 164648 | $1.42B | 11 | 2026-03-31 | → |
| 431 | LEUCADIA ASSET MANAGEMENT LLC | NEW YORK | 121767 | $3.06B | 33 | 2026-04-30 | → |
| 432 | GLOBAL EVOLUTION USA, LLC | NEW YORK | 161677 | $1.19B | 24 | 2026-06-30 | → |
| 433 | MOUNTAINEER PARTNERS MANAGEMENT, LLC | NEW YORK | 163089 | $305.7M | 4 | 2026-03-31 | → |
| 434 | COLBECK CAPITAL MANAGEMENT, LLC | NEW YORK | 282406 | $1.71B | 20 | 2026-03-31 | → |
| 435 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | NEW YORK | 318867 | $149.2M | 3 | 2026-03-31 | → |
| 436 | INDEX TECHNOLOGIES GROUP LLC | NEW YORK | 327771 | $178.3M | 7 | 2026-04-30 | → |
| 437 | HAZELVIEW SECURITIES (US) LLC | NEW YORK | 174811 | $276.3M | 15 | 2026-03-31 | → |
| 438 | AMERAUDI ASSET MANAGEMENT, INC. | NEW YORK | 119854 | $2.10B | 15 | 2026-03-31 | → |
| 439 | MORTGAGE INDUSTRY ADVISORY CORPORATION | NEW YORK | 122337 | $1.39B | 73 | 2025-02-28 | → |
| 440 | VIBRANT CAPITAL PARTNERS, INC. | NEW YORK | 148352 | $4.28B | 24 | 2026-03-31 | → |
| 441 | CAPSTONE INVESTMENT ADVISORS, LLC | NEW YORK | 155563 | $91.53B | 304 | 2026-04-30 | → |
| 442 | FLAGSTAR ADVISORS, INC. | NEW YORK | 104233 | $784.3M | 37 | 2026-03-31 | → |
| 443 | METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC | NEW YORK | 289048 | $1.79B | 51 | 2026-05-31 | → |
| 444 | LANDMARK MANAGEMENT, LLC | NEW YORK | 157511 | $6.29B | 30 | 2026-03-31 | → |
| 445 | VR ADVISORY SERVICES LTD. | NEW YORK | 137158 | $9.77B | 42 | 2026-03-31 | → |
| 446 | ATALANTA SOSNOFF MANAGEMENT, LLC | NEW YORK | 11085 | $3.91B | 37 | 2026-03-31 | → |
| 447 | IDB LIDO WEALTH, LLC | NEW YORK | 322488 | $478.4M | 14 | 2026-05-31 | → |
| 448 | LDR CAPITAL MANAGEMENT, LLC | NEW YORK | 162329 | $397.2M | 7 | 2026-03-31 | → |
| 449 | SAMLYN CAPITAL, LLC | NEW YORK | 158296 | $9.68B | 33 | 2026-03-31 | → |
| 450 | OLD ORCHARD CAPITAL MANAGEMENT LP | NEW YORK | 170641 | $1.83B | 19 | 2026-03-31 | → |
| 451 | STANDARD INVESTMENTS LLC | NEW YORK | 160843 | $5.22B | 37 | 2026-03-31 | → |
| 452 | CHESAPEAKE ASSET MANAGEMENT LLC | NEW YORK | 108994 | $468.8M | 5 | 2026-04-30 | → |
| 453 | SAVVY LABS INC | NEW YORK | 322453 | $118.9M | 14 | 2026-03-31 | → |
| 454 | BRIZO CAPITAL, LP | NEW YORK | 298102 | $294.5M | 1 | 2026-03-31 | → |
| 455 | STEMPOINT CAPITAL LP | NEW YORK | 324248 | $761.3M | 7 | 2026-03-31 | → |
| 456 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | NEW YORK | 159296 | $3.24B | 35 | 2026-05-31 | → |
| 457 | AP CAPITAL DELAWARE LLC | NEW YORK | 315796 | $134.8M | 4 | 2026-03-31 | → |
| 458 | DCM ADVISORS, LLC | NEW YORK | 126248 | $260.5M | 11 | 2026-03-31 | → |
| 459 | CYRUS J. LAWRENCE LLC | NEW YORK | 174034 | $591.5M | 7 | 2025-04-30 | → |
| 460 | VANBARTON GROUP LLC | NEW YORK | 119128 | $2.28B | 28 | 2026-03-31 | → |
| 461 | PREMIER WEALTH ADVISORS, LLC | NEW YORK | 120358 | $555.1M | 9 | 2026-03-31 | → |
| 462 | GOALVEST ADVISORY LLC | NEW YORK | 285374 | $777.6M | 10 | 2026-03-31 | → |
| 463 | PETER KIMMELMAN ASSET MANAGEMENT LP | NEW YORK | 133302 | $466.3M | 7 | 2026-03-31 | → |
| 464 | OSPREY PRIVATE WEALTH LLC | NEW YORK | 331295 | $448.4M | 6 | 2026-06-30 | → |
| 465 | LAGODA INVESTMENT MANAGEMENT, L.P. | NEW YORK | 170961 | $312.6M | 4 | 2026-03-31 | → |
| 466 | QUENT CAPITAL, LLC | NEW YORK | 308203 | $2.05B | 17 | 2026-03-31 | → |
| 467 | PENSO ADVISORS, LLC | NEW YORK | 158297 | $1.06B | 10 | 2026-03-31 | → |
| 468 | IVY HILL ASSET MANAGEMENT, L.P. | NEW YORK | 161608 | $12.96B | 16 | 2026-05-31 | → |
| 469 | QUINT CAPITAL CORPORATION | NEW YORK | 26586 | $162.1M | 16 | 2026-05-31 | → |
| 470 | LUXOR CAPITAL GROUP, LP | NEW YORK | 138253 | $5.04B | 39 | 2026-06-30 | → |
| 471 | SETPOINT MANAGEMENT LLC | NEW YORK | 328702 | $835.1M | 22 | 2026-05-31 | → |
| 472 | MONARCH ALTERNATIVE CAPITAL LP | NEW YORK | 159465 | $16.69B | 107 | 2026-05-31 | → |
| 473 | CONNECTIVE PORTFOLIO MANAGEMENT, LLC | NEW YORK | 297755 | $121.3M | 2 | 2026-02-28 | → |
| 474 | AMPFIELD MANAGEMENT, L.P. | NEW YORK | 292722 | $774.0M | 8 | 2026-04-30 | → |
| 475 | KARANI ASSET MANAGEMENT LLC | NEW YORK | 297922 | $150.9M | 4 | 2026-03-31 | → |
| 476 | KIMELMAN & BAIRD, LLC | NEW YORK | 2440 | $1.48B | 9 | 2026-04-30 | → |
| 477 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | NEW YORK | 317528 | $1.70B | 9 | 2026-03-31 | → |
| 478 | WEALTHSTREAM ADVISORS, INC. | NEW YORK | 129428 | $1.54B | 22 | 2025-03-31 | → |
| 479 | ONEWELTH INC | NEW YORK | 325277 | $101.9M | 2 | 2026-03-31 | → |
| 480 | UNITED AMERICAN SECURITIES, INC. | NEW YORK | 21274 | $493.0M | 6 | 2026-05-31 | → |
| 481 | IVESTA CORP | NEW YORK | 337603 | $88.0M | 2 | 2026-05-31 | → |
| 482 | ARROW INVESTMENT MANAGEMENT, LLC | NEW YORK | 334614 | $85.6M | 5 | 2026-03-31 | → |
| 483 | SPRING MOUNTAIN CAPITAL, LP | NEW YORK | 119126 | $310.9M | 17 | 2026-04-30 | → |
| 484 | CLEARBROOK INVESTMENT CONSULTING LLC | NEW YORK | 108253 | $13.72B | 10 | 2026-03-31 | → |
| 485 | EAGLE'S VIEW CAPITAL MANAGEMENT LLC | NEW YORK | 160494 | $860.5M | 10 | 2026-03-31 | → |
| 486 | VINCI PARTNERS USA LLC | NEW YORK | 162399 | $327.0M | 14 | 2026-03-31 | → |
| 487 | CHANGE GLOBAL INVESTMENT, LLC | NEW YORK | 167844 | $226.0M | 9 | 2026-05-31 | → |
| 488 | SIR CAPITAL MANAGEMENT L.P. | NEW YORK | 161096 | $2.13B | 17 | 2026-03-31 | → |
| 489 | 2XIDEAS US INC. | NEW YORK | 328190 | $79.7M | 2 | 2026-06-30 | → |
| 490 | KNOWN WEALTH LLC | NEW YORK | 321745 | $104.9M | 10 | 2025-10-31 | → |
| 491 | DELTEC ASSET MANAGEMENT LLC | NEW YORK | 104068 | $782.8M | 15 | 2026-03-31 | → |
| 492 | MON CAPITAL MANAGEMENT LLC | NEW YORK | 333785 | $95.0M | 2 | 2026-04-30 | → |
| 493 | HYPERION CAPITAL ADVISORS LP | NEW YORK | 304230 | $581.3M | 41 | 2026-03-31 | → |
| 494 | SAMJO MANAGEMENT, LLC | NEW YORK | 326808 | $308.8M | 3 | 2026-03-31 | → |
| 495 | FITHIAN LLC | NEW YORK | 287509 | $136.2M | 6 | 2026-03-31 | → |
| 496 | AMHERST CAPITAL MANAGEMENT LLC | NEW YORK | 174130 | $544.7M | 10 | 2026-03-31 | → |
| 497 | WEALTHEDGE INVESTMENT ADVISORS, LLC | NEW YORK | 126337 | $472.1M | 9 | 2026-04-30 | → |
| 498 | OEP CAPITAL ADVISORS, L.P. | NEW YORK | 173626 | $15.73B | 77 | 2026-03-31 | → |
| 499 | COATUE MANAGEMENT, L.L.C. | NEW YORK | 157910 | $92.71B | 199 | 2026-05-31 | → |
| 500 | CAIS ADVISORS LLC | NEW YORK | 317466 | $225.3M | 32 | 2026-06-30 | → |
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