Research Report · 2026-06-30
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
2,018
Total AUM
$35.79T
Median AUM
$1.17B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1201 | WEMBLEY STRATEGIC ADVISORY LLC | NEW YORK | 305692 | $695.2M | 2 | 2026-05-31 | → |
| 1202 | MONEDA USA, INC. | NEW YORK | 157833 | $694.0M | 5 | 2026-05-31 | → |
| 1203 | NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC | NEW YORK | 321208 | $690.1M | 10 | 2026-03-31 | → |
| 1204 | INTERVEST CAPITAL PARTNERS LLC | NEW YORK | 159681 | $689.3M | 38 | 2026-03-31 | → |
| 1205 | 9YARDS CAPITAL MANAGEMENT LP | NEW YORK | 299727 | $687.6M | 9 | 2026-03-31 | → |
| 1206 | BELLTOWER PARTNERS LLC | NEW YORK | 333385 | $681.4M | 5 | 2026-03-31 | → |
| 1207 | EAGLE BAY ADVISORS LLC | NEW YORK | 281675 | $680.8M | 15 | 2026-04-30 | → |
| 1208 | CASTLE HARLAN, INC. | NEW YORK | 158106 | $678.0M | 27 | 2026-03-31 | → |
| 1209 | GOOD SPRINGS CAPITAL LP | NEW YORK | 326803 | $677.9M | 8 | 2026-03-31 | → |
| 1210 | DLJ REAL ESTATE CAPITAL PARTNERS, LLC | NEW YORK | 106238 | $673.0M | 8 | 2026-03-31 | → |
| 1211 | WARANA CAPITAL, LLC | NEW YORK | 288311 | $672.9M | 14 | 2026-03-31 | → |
| 1212 | ACHIEVE PARTNERS MANAGEMENT, LLC | NEW YORK | 299883 | $672.3M | 12 | 2026-03-31 | → |
| 1213 | SPIRE CAPITAL MANAGEMENT LLC | NEW YORK | 161581 | $671.5M | 10 | 2026-03-31 | → |
| 1214 | MONTROSE ADVISORS INCORPORATED | NEW YORK | 105918 | $670.8M | 5 | 2026-03-31 | → |
| 1215 | DYNASTY EQUITY PARTNERS MANAGEMENT, LLC | NEW YORK | 327607 | $669.8M | 14 | 2026-03-31 | → |
| 1216 | PAVE INVESTMENT ADVISORS, LLC. | NEW YORK | 322420 | $669.6M | 7 | 2026-06-30 | → |
| 1217 | STONE TEMPLE PARTNERS LLC | NEW YORK | 332833 | $668.7M | 14 | 2026-06-30 | → |
| 1218 | RADIAL EQUITY PARTNERS LP | NEW YORK | 308513 | $668.5M | 19 | 2026-03-31 | → |
| 1219 | A.W. JONES ADVISORS, LLC | NEW YORK | 161260 | $667.0M | 6 | 2026-05-31 | → |
| 1220 | OPENGATE CAPITAL MANAGEMENT, LLC | NEW YORK | 213518 | $666.8M | 25 | 2026-03-31 | → |
| 1221 | HIDDENITE CAPITAL PARTNERS LP | NEW YORK | 309942 | $665.8M | 4 | 2026-05-31 | → |
| 1222 | RICHMOND HILL INVESTMENTS, LLC | NEW YORK | 160762 | $663.1M | 7 | 2025-04-30 | → |
| 1223 | AUSTRALIS PARTNERS (ADVISERS) LLC | NEW YORK | 175505 | $651.8M | 8 | 2026-03-31 | → |
| 1224 | OCO CAPITAL PARTNERS LP | NEW YORK | 299461 | $651.8M | 4 | 2026-03-31 | → |
| 1225 | NOMURA CAPITAL MANAGEMENT LLC | NEW YORK | 324417 | $651.3M | 167 | 2026-06-30 | → |
| 1226 | ROSECLIFF VENTURE MANAGEMENT, LLC | NEW YORK | 300188 | $649.8M | 10 | 2026-06-30 | → |
| 1227 | ALTUM CAPITAL MANAGEMENT, LLC | NEW YORK | 160123 | $647.8M | 20 | 2026-03-31 | → |
| 1228 | STANDARD GENERAL L.P. | NEW YORK | 151831 | $647.3M | 6 | 2026-03-31 | → |
| 1229 | SSW PARTNERS LP | NEW YORK | 325761 | $646.4M | 5 | 2026-03-31 | → |
| 1230 | KARYA CAPITAL MANAGEMENT LLC | NEW YORK | 160413 | $643.5M | 4 | 2026-03-31 | → |
| 1231 | JONES HILL CAPITAL LP | NEW YORK | 339686 | $642.4M | 8 | 2026-05-31 | → |
| 1232 | SIMCOE CAPITAL MANAGEMENT, LLC | NEW YORK | 161985 | $633.8M | 5 | 2026-03-31 | → |
| 1233 | G2 INVESTMENT PARTNERS MANAGEMENT LLC | NEW YORK | 163921 | $630.2M | 10 | 2026-03-31 | → |
| 1234 | ARGENTEM CREEK PARTNERS LP | NEW YORK | 282070 | $628.4M | 12 | 2026-03-31 | → |
| 1235 | MACHINE INVESTMENT GROUP, LP | NEW YORK | 315219 | $623.7M | 13 | 2026-03-31 | → |
| 1236 | STAPLE STREET CAPITAL MANAGEMENT, L.P. | NEW YORK | 173785 | $622.2M | 24 | 2026-03-31 | → |
| 1237 | GATEWOOD CAPITAL MANAGEMENT LLC | NEW YORK | 282128 | $622.0M | 8 | 2026-03-31 | → |
| 1238 | RIVERMONT CAPITAL MANAGEMENT LP | NEW YORK | 311888 | $617.9M | 5 | 2026-03-31 | → |
| 1239 | KETTLE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 163722 | $615.5M | 8 | 2026-03-31 | → |
| 1240 | NINE THIRTY CAPITAL MANAGEMENT, LLC | NEW YORK | 130545 | $615.5M | 5 | 2026-03-31 | → |
| 1241 | LISC FUND MANAGEMENT, LLC | NEW YORK | 304733 | $614.6M | 14 | 2026-04-30 | → |
| 1242 | BLUE OWL STRATEGIC EQUITY ADVISORS LLC | NEW YORK | 325958 | $613.9M | 250 | 2026-06-30 | → |
| 1243 | CATALUR CAPITAL MANAGEMENT, LP | NEW YORK | 307830 | $611.9M | 8 | 2026-03-31 | → |
| 1244 | CENTRAL FAMILY ADVISORS, LLC | NEW YORK | 283995 | $608.3M | 4 | 2026-03-31 | → |
| 1245 | MERCHANTS INVESTMENT PARTNERS, LLC | NEW YORK | 314794 | $607.9M | 11 | 2026-06-30 | → |
| 1246 | VAN BIEMA VALUE PARTNERS, LLC | NEW YORK | 136988 | $606.9M | 5 | 2025-03-31 | → |
| 1247 | HURRICANE CAPITAL ADVISORS LLC | NEW YORK | 314749 | $602.7M | 25 | 2026-05-31 | → |
| 1248 | BPGC MANAGEMENT LP | NEW YORK | 309916 | $601.9M | 3 | 2026-03-31 | → |
| 1249 | 5C LENDING PARTNERS ADVISOR LLC | NEW YORK | 328959 | $601.8M | 29 | 2026-03-31 | → |
| 1250 | AXIAL READE CAPITAL, LP | NEW YORK | 301386 | $601.2M | 7 | 2026-03-31 | → |
| 1251 | GIVERNY CAPITAL ASSET MANAGEMENT LLC | NEW YORK | 306473 | $599.4M | 3 | 2026-03-31 | → |
| 1252 | VELOCITY CAPITAL MANAGEMENT LLC | NEW YORK | 321641 | $598.2M | 11 | 2026-05-31 | → |
| 1253 | MAYTUS CAPITAL MANAGEMENT, LLC | NEW YORK | 288640 | $597.8M | 5 | 2026-06-30 | → |
| 1254 | ALIGNMENT GROWTH MANAGEMENT LLC | NEW YORK | 319136 | $593.2M | 10 | 2026-03-31 | → |
| 1255 | ATLAS MERCHANT CAPITAL LLC | NEW YORK | 172124 | $593.0M | 15 | 2026-03-31 | → |
| 1256 | CYRUS J. LAWRENCE LLC | NEW YORK | 174034 | $591.5M | 7 | 2025-04-30 | → |
| 1257 | LEVCO CAPITAL LP | NEW YORK | 161117 | $590.5M | 10 | 2026-03-31 | → |
| 1258 | STONE-GOFF MANAGEMENT, LLC | NEW YORK | 281205 | $588.6M | 14 | 2026-04-30 | → |
| 1259 | BROCK FIDUCIARY SERVICES LLC | NEW YORK | 153055 | $588.2M | 4 | 2026-04-30 | → |
| 1260 | SCOPIA CAPITAL MANAGEMENT LP | NEW YORK | 124403 | $587.3M | 20 | 2026-04-30 | → |
| 1261 | PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | NEW YORK | 137980 | $582.9M | 11 | 2026-03-31 | → |
| 1262 | TWO SIGMA REAL ESTATE, LP | NEW YORK | 324210 | $581.7M | 36 | 2026-03-31 | → |
| 1263 | HYPERION CAPITAL ADVISORS LP | NEW YORK | 304230 | $581.3M | 41 | 2026-03-31 | → |
| 1264 | SAVANNA INVESTMENT MANAGEMENT LLC | NEW YORK | 158770 | $579.5M | 39 | 2026-03-31 | → |
| 1265 | TWO ROADS PARTNERS MANAGEMENT, LP | NEW YORK | 326470 | $578.9M | 13 | 2026-03-31 | → |
| 1266 | CELLO CAPITAL MANAGEMENT, LP | NEW YORK | 160398 | $577.2M | 15 | 2026-06-30 | → |
| 1267 | TABOR ASSET MANAGEMENT, LP | NEW YORK | 304666 | $577.2M | 6 | 2026-03-31 | → |
| 1268 | BIRNAM OAK ADVISORS, LP | NEW YORK | 328180 | $577.0M | 7 | 2026-03-31 | → |
| 1269 | UNTITLED INVESTMENTS LP | NEW YORK | 306357 | $574.0M | 10 | 2026-03-31 | → |
| 1270 | LOOM CAPITAL MANAGEMENT LLC | NEW YORK | 174093 | $570.8M | 2 | 2026-03-31 | → |
| 1271 | GUMSHOE CAPITAL MANAGEMENT LLC | NEW YORK | 328451 | $570.6M | 7 | 2026-03-31 | → |
| 1272 | LIONSTONE CAPITAL MANAGEMENT LLC | NEW YORK | 157603 | $569.7M | 6 | 2026-03-31 | → |
| 1273 | TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC | NEW YORK | 291631 | $567.8M | 23 | 2026-06-30 | → |
| 1274 | MSP SPORTS ADVISORS, LLC | NEW YORK | 311037 | $565.6M | 5 | 2025-03-31 | → |
| 1275 | OPTO INVESTMENT MANAGEMENT, LLC | NEW YORK | 316847 | $565.4M | 14 | 2026-03-31 | → |
| 1276 | SHIKIAR ASSET MANAGEMENT INC | NEW YORK | 107533 | $564.0M | 6 | 2026-03-31 | → |
| 1277 | ECC FUND MANAGER II, LLC | NEW YORK | 167090 | $563.9M | 17 | 2026-03-31 | → |
| 1278 | HARRADEN CIRCLE INVESTMENTS, LLC | NEW YORK | 310227 | $562.9M | 9 | 2026-03-31 | → |
| 1279 | MB GLOBAL ADVISERS, LLC | NEW YORK | 166823 | $562.5M | 8 | 2026-03-31 | → |
| 1280 | CANARAS CAPITAL MANAGEMENT, LLC | NEW YORK | 142766 | $561.0M | 10 | 2026-06-30 | → |
| 1281 | SQ CAPITAL LLC | NEW YORK | 334301 | $556.1M | 17 | 2026-06-30 | → |
| 1282 | SPRUCE STREET CAPITAL LP | NEW YORK | 333213 | $555.9M | 4 | 2026-03-31 | → |
| 1283 | INDAGO CAPITAL LLC | NEW YORK | 330343 | $555.9M | 12 | 2026-05-31 | → |
| 1284 | PREMIER WEALTH ADVISORS, LLC | NEW YORK | 120358 | $555.1M | 9 | 2026-03-31 | → |
| 1285 | SMA CAPITAL LLC | NEW YORK | 335168 | $553.5M | 9 | 2026-03-31 | → |
| 1286 | MW ADVISOR, LLC | NEW YORK | 332429 | $552.5M | 115 | 2026-03-31 | → |
| 1287 | PLUM ISLAND PARTNERS LLC | NEW YORK | 337695 | $550.0M | 16 | 2026-06-30 | → |
| 1288 | TERRAMONT INFRASTRUCTURE MANAGEMENT LLC | NEW YORK | 317282 | $549.9M | 6 | 2026-03-31 | → |
| 1289 | EXOME ASSET MANAGEMENT LLC | NEW YORK | 304585 | $548.6M | 10 | 2026-03-31 | → |
| 1290 | WELLINGTON SHIELDS & CO., LLC | NEW YORK | 149021 | $546.0M | 25 | 2026-03-31 | → |
| 1291 | AMHERST CAPITAL MANAGEMENT LLC | NEW YORK | 174130 | $544.7M | 10 | 2026-03-31 | → |
| 1292 | FAROL INVESTMENT ADVISERS LP | NEW YORK | 166565 | $543.7M | 5 | 2026-03-31 | → |
| 1293 | ANDALUSIAN CREDIT PARTNERS, LLC | NEW YORK | 324744 | $541.3M | 16 | 2026-03-31 | → |
| 1294 | HEROLD ADVISORS, INC. | NEW YORK | 105090 | $540.2M | 9 | 2026-04-30 | → |
| 1295 | CONSECTOR CAPITAL, LP | NEW YORK | 161337 | $539.7M | 5 | 2024-12-31 | → |
| 1296 | ALPHA PARTNERS MANAGEMENT, LLC | NEW YORK | 286141 | $537.5M | 10 | 2026-03-31 | → |
| 1297 | ANTARA CAPITAL LP | NEW YORK | 298247 | $537.4M | 4 | 2026-03-31 | → |
| 1298 | BAYBERRY CAPITAL PARTNERS LP | NEW YORK | 300381 | $533.4M | 9 | 2026-03-31 | → |
| 1299 | P. SCHOENFELD ASSET MANAGEMENT LP | NEW YORK | 149236 | $532.2M | 12 | 2026-03-31 | → |
| 1300 | ANCIENT MANAGEMENT LP | NEW YORK | 324806 | $531.5M | 12 | 2026-03-31 | → |
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