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 | |
|---|---|---|---|---|---|---|---|
| 501 | VISTA CREDIT PARTNERS, L.P. | NEW YORK | 329152 | $8.42B | 51 | 2026-03-31 | → |
| 502 | VESTO ADVISORS, LLC | NEW YORK | 324487 | $65.4M | 3 | 2025-03-31 | → |
| 503 | GRANDFIELD & DODD, LLC | NEW YORK | 110971 | $2.21B | 16 | 2026-03-31 | → |
| 504 | CLEARBROOK INVESTMENT SOLUTIONS LLC | NEW YORK | 155607 | $149.9M | 9 | 2026-03-31 | → |
| 505 | ENHALUS CAPITAL, LP | NEW YORK | 313321 | $785.5M | 4 | 2026-03-31 | → |
| 506 | ASPIRE STRATEGIST PORTFOLIOS LLC | NEW YORK | 327902 | $97.3M | 5 | 2026-03-31 | → |
| 507 | FENIX ASSET MANAGEMENT, LLC | NEW YORK | 291069 | $160.4M | 5 | 2026-02-28 | → |
| 508 | AXIOM INVESTMENT MANAGEMENT LLC | NEW YORK | 141516 | $236.8M | 10 | 2026-04-30 | → |
| 509 | CLARION CALL CAPITAL LLC | NEW YORK | 333446 | $66.5M | 1 | 2026-03-31 | → |
| 510 | ROBOTTI & COMPANY ADVISORS, LLC | NEW YORK | 128093 | $949.8M | 18 | 2026-03-31 | → |
| 511 | TWIN SECURITIES, INC. | NEW YORK | 158318 | $317.7M | 5 | 2026-03-31 | → |
| 512 | GAGNON SECURITIES, LLC | NEW YORK | 103727 | $529.7M | 19 | 2026-05-31 | → |
| 513 | FOURWORLD CAPITAL MANAGEMENT LLC | NEW YORK | 284138 | $1.40B | 17 | 2026-05-31 | → |
| 514 | NEWOAK ASSET MANAGEMENT LLC | NEW YORK | 172956 | $57.1M | 6 | 2026-03-31 | → |
| 515 | BAILLIE GIFFORD INTERNATIONAL LLC | NEW YORK | 305849 | $1.81B | 21 | 2026-06-30 | → |
| 516 | MOMENT ADVISORS, LLC | NEW YORK | 325262 | $56.3M | 6 | 2026-05-31 | → |
| 517 | LINDEN GLOBAL STRATEGIES LLC | NEW YORK | 159667 | $1.60B | 8 | 2026-03-31 | → |
| 518 | MOMENTUM ADVISORS, LLC | NEW YORK | 159574 | $414.7M | 10 | 2026-05-31 | → |
| 519 | KAHN BROTHERS ADVISORS LLC | NEW YORK | 144368 | $498.6M | 6 | 2026-03-31 | → |
| 520 | RIVERPARK CAPITAL MANAGEMENT LLC | NEW YORK | 150798 | $299.0M | 17 | 2026-03-31 | → |
| 521 | ROOSEVELT MANAGEMENT COMPANY LLC | NEW YORK | 161605 | $52.4M | 30 | 2026-06-30 | → |
| 522 | MALTESE CAPITAL MANAGEMENT, LLC | NEW YORK | 138175 | $695.7M | 17 | 2026-03-31 | → |
| 523 | HSBC SECURITIES (USA) INC. | NEW YORK | 19585 | $3.84B | 490 | 2026-04-30 | → |
| 524 | BRIDGEWATER ADVISORS INC. | NEW YORK | 109826 | $2.57B | 24 | 2026-03-31 | → |
| 525 | 42 AM, LLC | NEW YORK | 339735 | $51.9M | 5 | 2026-04-30 | → |
| 526 | ONE68 GLOBAL CAPITAL, LLC | NEW YORK | 284585 | $50.0M | 4 | 2026-03-31 | → |
| 527 | QUINBROOK INFRASTRUCTURE PARTNERS LLC | NEW YORK | 287822 | $8.95B | 25 | 2026-03-31 | → |
| 528 | GRID 202 LLC | NEW YORK | 299357 | $136.6M | 5 | 2026-03-31 | → |
| 529 | WELLINGTON SHIELDS & CO., LLC | NEW YORK | 149021 | $546.0M | 25 | 2026-03-31 | → |
| 530 | MORGAN RIO CAPITAL MANAGEMENT, LLC | NEW YORK | 162500 | $338.7M | 4 | 2026-03-31 | → |
| 531 | SHIKIAR ASSET MANAGEMENT INC | NEW YORK | 107533 | $564.0M | 6 | 2026-03-31 | → |
| 532 | ADALTA CAPITAL MANAGEMENT LLC | NEW YORK | 283771 | $305.5M | 3 | 2026-03-31 | → |
| 533 | RIVA RIDGE CAPITAL MANAGEMENT LP | NEW YORK | 137716 | $757.5M | 8 | 2026-03-31 | → |
| 534 | DRYDEN CAPITAL, LLC | NEW YORK | 172648 | $76.6M | 3 | 2026-04-30 | → |
| 535 | LIVIAN & CO., LLC | NEW YORK | 153771 | $152.9M | 5 | 2026-04-30 | → |
| 536 | GRAVITY CAPITAL MANAGEMENT LLC | NEW YORK | 137083 | $94.0M | 2 | 2026-03-31 | → |
| 537 | CAPRA IBEX CREDIT OPPORTUNITIES, LLC | NEW YORK | 332538 | $45.1M | 8 | 2026-03-31 | → |
| 538 | CAPRA CREDIT MANAGEMENT, LLC | NEW YORK | 281736 | $45.1M | 3 | 2026-03-31 | → |
| 539 | RAGA PARTNERS LP | NEW YORK | 316791 | $2.20B | 12 | 2026-05-31 | → |
| 540 | GRACE & WHITE, INC | NEW YORK | 110761 | $964.2M | 5 | 2026-05-31 | → |
| 541 | CBRE INVESTMENT MANAGEMENT, LLC | NEW YORK | 109981 | $22.84B | 213 | 2026-03-31 | → |
| 542 | LANSING MANAGEMENT, LP | NEW YORK | 285921 | $178.1M | 3 | 2026-03-31 | → |
| 543 | TWENTYFOUR ASSET MANAGEMENT (US) LP | NEW YORK | 285791 | $23.48B | 5 | 2026-03-31 | → |
| 544 | ROSCI LAMB, LLC | NEW YORK | 337278 | $65.0M | 1 | 2026-01-31 | → |
| 545 | SENVEST MANAGEMENT, LLC | NEW YORK | 137312 | $4.12B | 25 | 2026-03-31 | → |
| 546 | SATOVSKY ASSET MANAGEMENT LLC | NEW YORK | 143519 | $974.8M | 12 | 2026-04-30 | → |
| 547 | PAYNE CAPITAL MANAGEMENT, LLC | NEW YORK | 147119 | $1.34B | 17 | 2026-03-31 | → |
| 548 | OIC, L.P. | NEW YORK | 282499 | $4.51B | 46 | 2026-04-30 | → |
| 549 | CLARION CAPITAL PARTNERS, LLC | NEW YORK | 157038 | $1.89B | 38 | 2026-03-31 | → |
| 550 | NOMURA ASSET MANAGEMENT U.S.A. INC | NEW YORK | 108222 | $1.01B | 26 | 2026-06-30 | → |
| 551 | THE QUICK GROUP LLC | NEW YORK | 334472 | $111.3M | 3 | 2026-02-28 | → |
| 552 | HERON VIEW PARTNERS LLC | NEW YORK | 105926 | $2.67B | 17 | 2026-03-31 | → |
| 553 | HURLEY CAPITAL, LLC | NEW YORK | 130051 | $326.1M | 4 | 2026-03-31 | → |
| 554 | OPTIMA ASSET MANAGEMENT LLC | NEW YORK | 299826 | $891.6M | 22 | 2026-03-31 | → |
| 555 | PICTET ASSET MANAGEMENT (USA) CORP | NEW YORK | 306378 | $382.0M | 14 | 2026-06-30 | → |
| 556 | OLD FARM PARTNERS LP | NEW YORK | 283573 | $744.2M | 6 | 2026-03-31 | → |
| 557 | ONYXPOINT GLOBAL MANAGEMENT LP | NEW YORK | 288356 | $481.2M | 8 | 2026-03-31 | → |
| 558 | VAZIRANI ASSET MANAGEMENT LLC | NEW YORK | 289186 | $65.0M | 3 | 2026-03-31 | → |
| 559 | BERENBERG ASSET MANAGEMENT LLC | NEW YORK | 171274 | $34.8M | 30 | 2026-06-30 | → |
| 560 | STRATEGIC ADVISORS LLC | NEW YORK | 125882 | $832.9M | 7 | 2026-02-28 | → |
| 561 | ARCH GLOBAL ADVISORS, LLC | NEW YORK | 297397 | $230.9M | 16 | 2026-06-30 | → |
| 562 | MAXIM FINANCIAL ADVISORS LLC | NEW YORK | 139366 | $445.5M | 35 | 2026-03-31 | → |
| 563 | HARVEST PARTNERS, LP | NEW YORK | 158284 | $20.25B | 102 | 2026-03-31 | → |
| 564 | VAN ECK ASSOCIATES CORPORATION | NEW YORK | 105080 | $125.61B | 292 | 2026-03-31 | → |
| 565 | RIVER PARTNERS CAPITAL MANAGEMENT, LP | NEW YORK | 172496 | $1.32B | 13 | 2026-06-30 | → |
| 566 | BEATRICE ADVISORS LP | NEW YORK | 332668 | $282.3M | 11 | 2026-06-30 | → |
| 567 | ANDALUSIAN CREDIT PARTNERS, LLC | NEW YORK | 324744 | $541.3M | 16 | 2026-03-31 | → |
| 568 | STRATACORE CAPITAL MANAGEMENT, LLC | NEW YORK | 171163 | $97.0M | 2 | 2026-03-31 | → |
| 569 | ELLEVEST, INC. | NEW YORK | 175476 | $1.13B | 19 | 2026-06-30 | → |
| 570 | BOYAR ASSET MANAGEMENT INC | NEW YORK | 105255 | $228.2M | 9 | 2026-05-31 | → |
| 571 | AMERICAN ALPHA ADVISORS, LLC | NEW YORK | 291796 | $362.8M | 3 | 2026-03-31 | → |
| 572 | PRINCETON VALUE PARTNERS LLC | NEW YORK | 313153 | $57.4M | 2 | 2026-03-31 | → |
| 573 | TRIANGLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 329567 | $171.8M | 13 | 2026-03-31 | → |
| 574 | HEROLD ADVISORS, INC. | NEW YORK | 105090 | $540.2M | 9 | 2026-04-30 | → |
| 575 | AVESTAR CAPITAL, LLC | NEW YORK | 287525 | $2.07B | 16 | 2026-06-30 | → |
| 576 | HEIGHTS POINT MANAGEMENT, LP | NEW YORK | 313849 | $135.2M | 4 | 2026-03-31 | → |
| 577 | LATTIS MANAGEMENT LP | NEW YORK | 333629 | $210.7M | 11 | 2026-03-31 | → |
| 578 | BLUE SQUARE ASSET MANAGEMENT, LLC | NEW YORK | 296802 | $410.3M | 9 | 2026-03-31 | → |
| 579 | SOUND POINT LUNA LLC | NEW YORK | 128132 | $10.24B | 39 | 2026-03-31 | → |
| 580 | ALLIES CAPITAL MANAGEMENT, LLC | NEW YORK | 319640 | $25.0M | 1 | 2026-02-28 | → |
| 581 | ARCADIA INVESTMENT PARTNERS LLC | NEW YORK | 161426 | $1.37B | 8 | 2026-03-31 | → |
| 582 | INCLINE GLOBAL MANAGEMENT, LLC | NEW YORK | 162607 | $259.0M | 6 | 2026-03-31 | → |
| 583 | MJB ASSET MANAGEMENT LLC | NEW YORK | 109940 | $141.4M | 1 | 2026-03-31 | → |
| 584 | CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | NEW YORK | 109385 | $62.9M | 7 | 2026-03-31 | → |
| 585 | CB CAPITAL ADVISORS, LLC | NEW YORK | 147242 | $138.6M | 2 | 2026-03-31 | → |
| 586 | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC. | NEW YORK | 131796 | $357.5M | 11 | 2026-03-31 | → |
| 587 | ARGUS INVESTORS' COUNSEL, INC. | NEW YORK | 106981 | $137.3M | 8 | 2026-01-31 | → |
| 588 | PERENNIAL ADVISORS, LLC | NEW YORK | 168859 | $761.9M | 5 | 2026-03-31 | → |
| 589 | SQUAREPOINT OPS LLC | NEW YORK | 172116 | $226.98B | 69 | 2026-04-30 | → |
| 590 | EDGE WEALTH MANAGEMENT, LLC | NEW YORK | 142380 | $827.2M | 7 | 2026-02-28 | → |
| 591 | GIVERNY CAPITAL ASSET MANAGEMENT LLC | NEW YORK | 306473 | $599.4M | 3 | 2026-03-31 | → |
| 592 | RMR WEALTH MANAGEMENT | NEW YORK | 152266 | $195.4M | 7 | 2026-03-31 | → |
| 593 | C-III INVESTMENT MANAGEMENT LLC | NEW YORK | 156553 | $2.47B | 80 | 2026-03-31 | → |
| 594 | BLACKDIAMOND WEALTH MANAGEMENT, LLC | NEW YORK | 291459 | $424.0M | 10 | 2026-03-31 | → |
| 595 | THE NORTHSTAR GROUP, INC. | NEW YORK | 110409 | $1.01B | 6 | 2026-03-31 | → |
| 596 | KIZE CAPITAL LP | NEW YORK | 305608 | $264.9M | 4 | 2026-03-31 | → |
| 597 | PENBROOK MANAGEMENT LLC | NEW YORK | 127269 | $175.4M | 4 | 2026-05-31 | → |
| 598 | GENNX360 MANAGEMENT COMPANY, LLC | NEW YORK | 160331 | $2.69B | 21 | 2026-03-31 | → |
| 599 | AEGIS CAPITAL CORP. | NEW YORK | 15007 | $1.78B | 260 | 2026-02-28 | → |
| 600 | OBERLAND CAPITAL MANAGEMENT LLC | NEW YORK | 169109 | $3.22B | 23 | 2026-05-31 | → |
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