Research Report · 2026-06-30
Institutional Registered Investment Advisers in New York
SEC-registered investment advisers in New York ranked by reported institutional client assets.
Firms
1,058
Total AUM
$29.86T
Median AUM
$1.04B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK FINANCIAL MANAGEMENT, INC | NEW YORK | 107105 | $1.60T | 7,987 | 2026-06-30 | → |
| 2 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | NEW YORK | 107738 | $2.65T | 2,059 | 2026-05-31 | → |
| 3 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | NEW YORK | 107038 | $3.52T | 3,194 | 2026-06-30 | → |
| 4 | APOLLO CAPITAL MANAGEMENT, L.P. | NEW YORK | 143161 | $718.48B | 3,564 | 2026-05-31 | → |
| 5 | NYL INVESTORS LLC | NEW YORK | 169553 | $329.20B | 301 | 2026-03-31 | → |
| 6 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NEW YORK | 7691 | $1.78T | 32,960 | 2026-06-30 | → |
| 7 | VOYA INVESTMENT MANAGEMENT CO. LLC | NEW YORK | 106494 | $274.95B | 859 | 2026-03-31 | → |
| 8 | MORGAN STANLEY SMITH BARNEY LLC | PURCHASE | 149777 | $1.96T | 29,481 | 2026-06-30 | → |
| 9 | BLACKSTONE ISG-I ADVISORS L.L.C. | NEW YORK | 289202 | $183.53B | 114 | 2026-03-31 | → |
| 10 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | NEW YORK | 137432 | $240.66B | 588 | 2026-03-31 | → |
| 11 | TEACHERS ADVISORS, LLC | NEW YORK | 107157 | $436.33B | 383 | 2026-03-31 | → |
| 12 | INSIGHT NORTH AMERICA LLC | NEW YORK | 145995 | $171.09B | 238 | 2026-06-30 | → |
| 13 | NUVEEN ALTERNATIVES ADVISORS LLC | NEW YORK | 160255 | $142.02B | 87 | 2026-04-30 | → |
| 14 | AFLAC ASSET MANAGEMENT LLC | NEW YORK | 304316 | $133.47B | 110 | 2026-03-31 | → |
| 15 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | NEW YORK | 124687 | $398.65B | 1,542 | 2026-03-31 | → |
| 16 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | NEW YORK | 104518 | $199.66B | 452 | 2026-05-31 | → |
| 17 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | NEW YORK | 312792 | $107.29B | 1,421 | 2026-03-31 | → |
| 18 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | NEW YORK | 110353 | $702.25B | 670 | 2026-06-30 | → |
| 19 | UBS ASSET MANAGEMENT (AMERICAS) LLC | NEW YORK | 106838 | $588.22B | 574 | 2026-03-31 | → |
| 20 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | NEW YORK | 175101 | $82.00B | 72 | 2026-03-31 | → |
| 21 | LAZARD ASSET MANAGEMENT LLC | NEW YORK | 122836 | $120.52B | 532 | 2026-03-31 | → |
| 22 | TIAA-CREF TUITION FINANCING, INC. | NEW YORK | 108580 | $70.51B | 65 | 2026-06-30 | → |
| 23 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | NEW YORK | 120934 | $70.45B | 677 | 2026-03-31 | → |
| 24 | MACKAY SHIELDS LLC | NEW YORK | 107717 | $159.52B | 206 | 2026-04-30 | → |
| 25 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | NEW YORK | 142219 | $139.88B | 15 | 2026-06-30 | → |
| 26 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | NEW YORK | 156244 | $82.99B | 99 | 2026-03-31 | → |
| 27 | JENNISON ASSOCIATES LLC | NEW YORK | 107959 | $214.84B | 360 | 2026-03-31 | → |
| 28 | LGT CAPITAL PARTNERS (USA) INC. | NEW YORK | 160437 | $59.78B | 78 | 2026-04-30 | → |
| 29 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | NEW YORK | 144533 | $399.90B | 2,593 | 2026-06-30 | → |
| 30 | APG ASSET MANAGEMENT US, INC | NEW YORK | 160795 | $141.33B | 183 | 2026-03-31 | → |
| 31 | PINEBRIDGE INVESTMENTS LLC | NEW YORK | 285211 | $76.73B | 239 | 2026-05-31 | → |
| 32 | CLEARBRIDGE INVESTMENTS, LLC | NEW YORK | 137028 | $184.81B | 210 | 2026-01-31 | → |
| 33 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | NEW YORK | 152294 | $51.63B | 711 | 2026-03-31 | → |
| 34 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | NEW YORK | 110497 | $66.46B | 90 | 2026-06-30 | → |
| 35 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | NEW YORK | 146043 | $69.79B | 255 | 2026-03-31 | → |
| 36 | BUCK GLOBAL, LLC | NEW YORK | 108695 | $47.61B | 625 | 2025-03-31 | → |
| 37 | SEGAL ADVISORS, INC. | NEW YORK | 114687 | $50.15B | 112 | 2026-03-31 | → |
| 38 | CERITY PARTNERS LLC | NEW YORK | 151559 | $161.68B | 1,529 | 2026-06-30 | → |
| 39 | CENTERBRIDGE PARTNERS, L.P. | NEW YORK | 157359 | $79.86B | 280 | 2026-06-30 | → |
| 40 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | NEW YORK | 164198 | $40.25B | 193 | 2026-04-30 | → |
| 41 | MEAG NEW YORK CORPORATION | NEW YORK | 321962 | $44.87B | 46 | 2026-05-31 | → |
| 42 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | NEW YORK | 105820 | $150.40B | 254 | 2026-03-31 | → |
| 43 | HPS INVESTMENT PARTNERS, LLC | NEW YORK | 282125 | $175.72B | 826 | 2026-05-31 | → |
| 44 | J.P. MORGAN SECURITIES LLC | NEW YORK | 79 | $429.69B | 8,703 | 2026-06-30 | → |
| 45 | GOLDMAN SACHS & CO. LLC | NEW YORK | 361 | $133.64B | 2,268 | 2026-06-30 | → |
| 46 | RBC CAPITAL MARKETS, LLC | NEW YORK | 31194 | $310.43B | 8,781 | 2026-06-30 | → |
| 47 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | NEW YORK | 338189 | $57.43B | 51 | 2026-04-30 | → |
| 48 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | NEW YORK | 105455 | $48.44B | 123 | 2026-03-31 | → |
| 49 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | NEW YORK | 134018 | $35.71B | 630 | 2026-03-31 | → |
| 50 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | NEW YORK | 105686 | $156.56B | 100 | 2026-06-30 | → |
| 51 | BLUE OWL INSURANCE ADVISORS LLC | NEW YORK | 331318 | $25.84B | 30 | 2026-03-31 | → |
| 52 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | NEW YORK | 110411 | $37.56B | 50 | 2026-06-30 | → |
| 53 | BLACKROCK ADVISORS, LLC | NEW YORK | 106614 | $1.10T | 146 | 2026-05-31 | → |
| 54 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | NEW YORK | 292769 | $26.70B | 88 | 2026-05-31 | → |
| 55 | SHENKMAN CAPITAL MANAGEMENT, INC. | NEW YORK | 112192 | $35.08B | 146 | 2026-01-31 | → |
| 56 | MPC CAPITAL ADVISORS, LLC | ROCKVILLE CENTRE | 153586 | $22.57B | 9 | 2026-03-31 | → |
| 57 | EAGLE CAPITAL MANAGEMENT LLC | NEW YORK | 106422 | $35.80B | 45 | 2026-03-31 | → |
| 58 | AKSIA LLC | NEW YORK | 143422 | $35.20B | 177 | 2026-06-30 | → |
| 59 | CHURCHILL ASSET MANAGEMENT LLC | NEW YORK | 175092 | $55.66B | 206 | 2026-06-30 | → |
| 60 | PZENA INVESTMENT MANAGEMENT LLC | NEW YORK | 106847 | $81.44B | 164 | 2026-03-31 | → |
| 61 | GOLDENTREE ASSET MANAGEMENT LP | NEW YORK | 112753 | $70.14B | 320 | 2026-06-30 | → |
| 62 | MARINER INVESTMENT GROUP, LLC | NEW YORK | 124744 | $149.62B | 146 | 2026-03-31 | → |
| 63 | APOGEM CAPITAL LLC | NEW YORK | 309234 | $43.82B | 259 | 2026-05-31 | → |
| 64 | RECORD CURRENCY MANAGEMENT (US) INC | NEW YORK | 171338 | $19.66B | 3 | 2026-06-30 | → |
| 65 | OAK HILL ADVISORS, L.P. | NEW YORK | 125352 | $100.72B | 435 | 2026-06-30 | → |
| 66 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | NEW YORK | 297109 | $17.50B | 36 | 2026-03-31 | → |
| 67 | ROCKEFELLER FINANCIAL LLC | NEW YORK | 291361 | $99.60B | 1,005 | 2026-03-31 | → |
| 68 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | NEW YORK | 162053 | $68.38B | 382 | 2026-03-31 | → |
| 69 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | NEW YORK | 106266 | $85.67B | 367 | 2026-04-30 | → |
| 70 | CERITY PARTNERS OCIO LLC | NEW YORK | 151916 | $21.13B | 61 | 2026-03-31 | → |
| 71 | MIO PARTNERS, INC. | NEW YORK | 108637 | $59.59B | 287 | 2026-03-31 | → |
| 72 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | NEW YORK | 20989 | $29.73B | 86 | 2026-03-31 | → |
| 73 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | NEW YORK | 145194 | $34.59B | 163 | 2026-03-31 | → |
| 74 | FIG LLC | NEW YORK | 129612 | $87.30B | 1,004 | 2026-06-30 | → |
| 75 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | NEW YORK | 133536 | $125.26B | 881 | 2026-03-31 | → |
| 76 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | NEW YORK | 297506 | $46.06B | 250 | 2026-06-30 | → |
| 77 | 26NORTH PARTNERS LP | NEW YORK | 322923 | $32.68B | 142 | 2026-03-31 | → |
| 78 | NINETY ONE NORTH AMERICA, INC. | NEW YORK | 167922 | $41.47B | 68 | 2026-06-30 | → |
| 79 | ACORE CAPITAL, LP | NEW YORK | 175054 | $18.27B | 121 | 2026-04-30 | → |
| 80 | STONE RIDGE ASSET MANAGEMENT LLC | NEW YORK | 165598 | $36.34B | 238 | 2026-05-31 | → |
| 81 | MILLENNIUM MANAGEMENT LLC | NEW YORK | 158117 | $720.85B | 6,670 | 2026-03-31 | → |
| 82 | CITIGROUP GLOBAL MARKETS INC. | NEW YORK | 7059 | $56.01B | 7,036 | 2026-06-30 | → |
| 83 | RBC ROCHDALE, LLC | NEW YORK | 117198 | $72.96B | 269 | 2026-05-31 | → |
| 84 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | NEW YORK | 117384 | $29.59B | 127 | 2026-02-28 | → |
| 85 | RAMIREZ ASSET MANAGEMENT, INC. | NEW YORK | 110637 | $12.27B | 48 | 2025-12-31 | → |
| 86 | SECOR INVESTMENT ADVISORS, LP | NEW YORK | 155235 | $12.76B | 44 | 2026-04-30 | → |
| 87 | VONTOBEL ASSET MANAGEMENT, INC. | NEW YORK | 105007 | $20.29B | 63 | 2026-03-31 | → |
| 88 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | NEW YORK | 107580 | $92.04B | 293 | 2026-06-30 | → |
| 89 | CLARION PARTNERS, LLC | NEW YORK | 108803 | $73.68B | 321 | 2026-02-28 | → |
| 90 | J.P. MORGAN PRIVATE INVESTMENTS INC. | NEW YORK | 110186 | $469.98B | 758 | 2026-06-30 | → |
| 91 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | NEW YORK | 313420 | $10.53B | 292 | 2026-03-31 | → |
| 92 | OMERS INFRASTRUCTURE US LIMITED | NEW YORK | 170309 | $17.83B | 138 | 2026-04-30 | → |
| 93 | PINE RIDGE ADVISERS LLC | NEW YORK | 296362 | $14.42B | 14 | 2026-03-31 | → |
| 94 | BTG PACTUAL ASSET MANAGEMENT US , LLC | NEW YORK | 152538 | $30.11B | 180 | 2026-03-31 | → |
| 95 | BRIGADE CAPITAL MANAGEMENT, LP | NEW YORK | 144078 | $33.02B | 108 | 2026-04-30 | → |
| 96 | CANTILLON CAPITAL MANAGEMENT LLC | NEW YORK | 137895 | $22.77B | 14 | 2026-03-31 | → |
| 97 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 108260 | $136.48B | 392 | 2026-05-31 | → |
| 98 | FIERA CAPITAL INC. | NEW YORK | 113638 | $17.28B | 95 | 2026-03-31 | → |
| 99 | ADVANTAGE CAPITAL MANAGEMENT LLC | NEW YORK | 171128 | $8.26B | 30 | 2026-05-31 | → |
| 100 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | NEW YORK | 133827 | $8.17B | 13 | 2026-03-31 | → |
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