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 | |
|---|---|---|---|---|---|---|---|
| 901 | CLEARVIEW FINANCIAL PLANNING, INC. | SOUTHOLD | 291834 | $37.9M | 1 | 2026-03-31 | → |
| 902 | NOSURIS, INC. | LYNBROOK | 160979 | $95.0M | 2 | 2026-06-30 | → |
| 903 | AIFG CONSULTANTS LTD. | HALFMOON | 281122 | $213.0M | 11 | 2026-04-30 | → |
| 904 | MADISON ADVISORY SERVICES, INC. | WHITE PLAINS | 132386 | $509.7M | 16 | 2026-04-30 | → |
| 905 | HOLISTIC WEALTH ADVISORS | CLIFTON PARK | 332918 | $278.7M | 10 | 2026-03-31 | → |
| 906 | SGROI WEALTH ADVISORY GROUP LLC | WEST SENECA | 289764 | $1.36B | 27 | 2026-02-28 | → |
| 907 | P&A CAPITAL ADVISORS, INC. | NEW YORK | 111731 | $126.4M | 10 | 2026-03-31 | → |
| 908 | HUDSON HERITAGE CAPITAL MANAGEMENT, INC. | CROTON-ON-HUDSON | 44357 | $128.7M | 12 | 2026-03-31 | → |
| 909 | PECONIC ASSET PLANNING, INC. | RIVERHEAD | 310121 | $64.6M | 2 | 2026-01-31 | → |
| 910 | AJF CAPITAL MANAGEMENT, INC. | NEW YORK | 126414 | $178.5M | 4 | 2025-11-30 | → |
| 911 | LYNNLEIGH & COMPANY, LLC | PITTSFORD | 285044 | $161.5M | 5 | 2026-03-31 | → |
| 912 | OUTERLANDS CAPITAL MANAGEMENT, LLC | NEW YORK | 327602 | $6.9M | 6 | 2026-03-31 | → |
| 913 | GREAT HILL ADVISORY LTD. | PORT WASHINGTON | 283228 | $218.4M | 8 | 2026-06-30 | → |
| 914 | NEWSHOLME FINANCIAL GROUP, INC | YORKTOWN HTS | 126165 | $59.9M | 2 | 2025-03-31 | → |
| 915 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | CORNING | 118315 | $400.4M | 6 | 2026-04-30 | → |
| 916 | MURPHY WEALTH MANAGEMENT GROUP, INC. | FISHKILL | 277161 | $251.9M | 6 | 2026-01-31 | → |
| 917 | GUGGENHEIM PRIVATE INVESTMENTS, LLC | NEW YORK | 331479 | $349.5M | 5 | 2026-03-31 | → |
| 918 | GEOVEST ADVISORS INC | FAIRPORT | 105906 | $147.9M | 6 | 2026-02-28 | → |
| 919 | BROWN FINANCIAL MANAGEMENT GROUP, LLC | LATHAM | 282501 | $56.8M | 3 | 2025-02-28 | → |
| 920 | TEKMEN WELLS LLC | NEW YORK | 168431 | $92.4M | 2 | 2026-01-31 | → |
| 921 | GARRISON BRADFORD & ASSOCIATES INC | NEW YORK | 105603 | $138.3M | 3 | 2026-03-31 | → |
| 922 | ANCHOR CAPITAL MANAGEMENT, LLC | ITHACA | 124600 | $61.2M | 3 | 2026-04-30 | → |
| 923 | IRVINE WEALTH PLANNING STRATEGIES, LLC | CORNING | 284120 | $157.0M | 7 | 2026-02-28 | → |
| 924 | RADIX ORGANIZATION, INC. | NEW YORK | 172791 | $200.1M | 4 | 2026-03-31 | → |
| 925 | IMPERITY WEALTH ALLIANCE LLC | MELVILLE | 339113 | $139.7M | 14 | 2026-04-30 | → |
| 926 | GREYCLIFF WEALTH MANAGEMENT, LLC | NEW YORK | 307645 | $83.8M | 4 | 2026-04-30 | → |
| 927 | FREEDOM 3 CAPITAL, LLC | NEW YORK | 170786 | $1.05B | 19 | 2026-03-31 | → |
| 928 | WALNUT INVESTMENT SERVICES LLC | BROOKLYN | 113666 | $94.0M | 2 | 2026-04-30 | → |
| 929 | INVICTUS ADVISORY SERVICES LLC | BUFFALO | 312399 | $37.6M | 3 | 2026-05-31 | → |
| 930 | SWARTHMORE ASSET MANAGEMENT LTD | NEW YORK | 108507 | $48.6M | 2 | 2026-02-28 | → |
| 931 | VISDOM INVESTMENT GROUP LLC | RYE BROOK | 327619 | $53.1M | 4 | 2026-03-31 | → |
| 932 | RS PETRELL & ASSOCIATES, LLC | DEWITT | 143462 | $159.1M | 3 | 2026-02-28 | → |
| 933 | EAGLE'S CREST ADVISORS, LLC | HUNTINGTON | 335252 | $65.3M | 3 | 2026-06-30 | → |
| 934 | WINTHROP PARTNERS - EPA, LLC | BUFFALO | 282098 | $82.2M | 5 | 2026-04-30 | → |
| 935 | CAMBRIDGE ADVISORS, LLC | WILLIAMSVILLE | 158928 | $46.5M | 1 | 2026-03-31 | → |
| 936 | HEYDORN STONE CAPITAL MANAGEMENT LLC | LARCHMONT | 125903 | $142.0M | 3 | 2026-03-31 | → |
| 937 | BENTHAM WEALTH ADVISORS INC | WILLIAMSVILLE | 332035 | $110.1M | 2 | 2026-03-31 | → |
| 938 | WESTCO ADVISORY SERVICES, INC. | LYNBROOK | 120755 | $254.0M | 6 | 2026-02-28 | → |
| 939 | CIRCLE N ADVISORS, LLC | FISHKILL | 271027 | $94.2M | 3 | 2026-03-31 | → |
| 940 | SEMITAM BONAM LLC | GOSHEN | 284461 | $167.2M | 3 | 2026-03-31 | → |
| 941 | LIGHTEDWAY ADVISORY SERVICES, INC. | HARRISON | 312712 | $115.0M | 1 | 2026-02-28 | → |
| 942 | THE HAJDARI GROUP, LLC | STATEN ISLAND | 289331 | $133.0M | 2 | 2026-03-31 | → |
| 943 | SOPHIS INVESTMENTS LLC | NEW YORK | 170391 | $129.9M | 5 | 2026-06-30 | → |
| 944 | GRANEY & KING, LLC | LATHAM | 126461 | $484.4M | 4 | 2026-03-31 | → |
| 945 | FINANCIAL ASSET MANAGEMENT CORP | CHAPPAQUA | 106643 | $436.2M | 3 | 2026-03-31 | → |
| 946 | MINT ASSET MANAGEMENT LLC | NEW YORK | 315568 | $64.5M | 4 | 2026-03-31 | → |
| 947 | SAPERSTON LEGACY ADVISORS, INC. | HAMBURG | 105849 | $180.8M | 5 | 2026-03-31 | → |
| 948 | VENOR CAPITAL MANAGEMENT LP | NEW YORK | 158327 | $254.0M | 4 | 2026-03-31 | → |
| 949 | GREENWOOD INVESTORS LLC | NEW YORK | 155088 | $179.8M | 4 | 2026-03-31 | → |
| 950 | HARRADEN CIRCLE INVESTMENTS, LLC | NEW YORK | 310227 | $562.9M | 9 | 2026-03-31 | → |
| 951 | HUDSON PARK MANAGEMENT, LLC | NEW YORK | 312410 | $57.0M | 2 | 2025-03-31 | → |
| 952 | VALUE INVESTMENT PROFESSIONALS, LLC | NEW YORK | 164704 | $246.7M | 4 | 2026-03-31 | → |
| 953 | ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. | NEW YORK | 150522 | $11.30B | 124 | 2026-03-31 | → |
| 954 | INCOME & ASSET ADVISORY, INC. | ARMONK | 124955 | $174.8M | 4 | 2026-03-31 | → |
| 955 | STEINBERG ASSET MANAGEMENT, LLC | NEW YORK | 118968 | $172.2M | 5 | 2026-03-31 | → |
| 956 | SUMMIT PLANNING GROUP, INC. | E. SYRACUSE | 125994 | $111.0M | 4 | 2026-03-31 | → |
| 957 | BLUE SPARK CAPITAL ADVISORS LLC | NEW YORK | 159025 | $242.8M | 4 | 2026-03-31 | → |
| 958 | REDWOOD ADVISORY, LLC | NEW YORK | 322770 | $88.5M | 2 | 2026-03-31 | → |
| 959 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | FAIRPORT | 289116 | $222.6M | 3 | 2026-02-28 | → |
| 960 | INTEGRATED FINANCIAL CONSULTING, LLC | AIRMONT | 130920 | $141.5M | 1 | 2026-03-31 | → |
| 961 | SILVER GROVE FINANCIAL GROUP, INC. | ORCHARD PARK | 287512 | $453.6M | 17 | 2026-06-30 | → |
| 962 | RALPH PARKS INVESTMENT GROUP LLC | PITTSFORD | 138121 | $82.9M | 3 | 2025-09-30 | → |
| 963 | BUFFALO BUSINESS & ESTATE SERVICES LTD | ORCHARD PARK | 337303 | $764.9M | 15 | 2026-01-31 | → |
| 964 | WEATHERHELM CAPITAL MANAGEMENT LLC | CAMBRIDGE | 175019 | $90.6M | 4 | 2026-03-31 | → |
| 965 | OBERON ASSET MANAGEMENT, LLC | NEW YORK | 123494 | $232.7M | 4 | 2026-05-31 | → |
| 966 | J.M. BRUDERMAN & COMPANY, LLC | LOCUST VALLEY | 323195 | $78.5M | 5 | 2026-02-28 | → |
| 967 | RETIREMENT PLANNING GROUP, LLC | MALTA | 310647 | $375.4M | 8 | 2026-03-31 | → |
| 968 | THE MUSTICO FINANCIAL GROUP, INC. | ELMIRA | 125763 | $316.5M | 4 | 2026-01-31 | → |
| 969 | NORTH WOODS ASSET MANAGEMENT LLC | BUFFALO | 226575 | $150.4M | 2 | 2026-03-31 | → |
| 970 | LEEB CAPITAL MANAGEMENT, INC. | NEW YORK | 104793 | $111.9M | 8 | 2026-05-31 | → |
| 971 | PASSIVE MANAGEMENT LLC | NEW YORK | 314627 | $22.6M | 2 | 2026-06-30 | → |
| 972 | DERRYRUSH WEALTH MANAGEMENT LLC | WEST SAYVILLE | 338575 | $25.8M | 1 | 2026-03-31 | → |
| 973 | MAGNIFINA, LLC | BEDFORD HILLS | 306005 | $53.9M | 3 | 2026-03-31 | → |
| 974 | EXCEED ADVISORY LLC | NEW YORK | 170403 | $119.2M | 3 | 2026-02-28 | → |
| 975 | STERLING MANOR FINANCIAL, LLC | SARATOGA SPRINGS | 284218 | $201.0M | 3 | 2026-05-31 | → |
| 976 | MAGELLAN FINANCIAL SOLUTIONS LLC | WARWICK | 169107 | $40.4M | 1 | 2026-03-31 | → |
| 977 | TORTOISE INVESTMENT MANAGEMENT, LLC | WHITE PLAINS | 128723 | $2.07B | 21 | 2026-03-31 | → |
| 978 | KANE FINANCIAL, LLC | WATERVILLE | 291231 | $75.2M | 4 | 2026-03-31 | → |
| 979 | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | WEBSTER | 284920 | $294.5M | 14 | 2026-04-30 | → |
| 980 | MYLES WEALTH MANAGEMENT, LLC | FLORIDA | 169635 | $97.1M | 5 | 2025-03-31 | → |
| 981 | MUNICIPAL ASSET MANAGEMENT INC | RYE BROOK | 108320 | $112.8M | 3 | 2026-03-31 | → |
| 982 | SEAWAY ADVISORS,LTD. | FAIRPORT | 149745 | $50.8M | 2 | 2026-03-31 | → |
| 983 | MOUNTAIN PASS PLANNING CORPORATION | HOPEWELL JUNCTION | 283389 | $74.9M | 1 | 2026-03-31 | → |
| 984 | STRATEGAS ASSET MANAGEMENT, LLC | NEW YORK | 172000 | $458.4M | 26 | 2026-06-30 | → |
| 985 | BONE FIDE WEALTH, LLC | NEW YORK | 301066 | $126.7M | 4 | 2026-03-31 | → |
| 986 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | WEBSTER | 122575 | $174.6M | 6 | 2026-02-28 | → |
| 987 | HUDSON CAPITAL ADVISORY, INC. | BUFFALO | 304163 | $327.7M | 5 | 2026-03-31 | → |
| 988 | DAVIS CAPITAL ADVISORS, LLC | NEW YORK | 153496 | $46.9M | 2 | 2026-03-31 | → |
| 989 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | NEW YORK | 115559 | $279.4M | 1 | 2026-01-31 | → |
| 990 | BH ASSET MANAGEMENT, LLC | NEW YORK | 152117 | $117.0M | 2 | 2025-04-30 | → |
| 991 | THIRD AVENUE MANAGEMENT LLC | NEW YORK | 107545 | $1.63B | 19 | 2026-03-31 | → |
| 992 | PORT CAPITAL MANAGEMENT LLC | MASSAPEQUA | 330252 | $29.8M | 1 | 2026-03-31 | → |
| 993 | EXOS ASSET MANAGEMENT LLC | NEW YORK | 305706 | $1.9M | 24 | 2026-04-30 | → |
| 994 | LUTHER FOREST WEALTH ADVISORS, L.L.C. | MALTA | 142714 | $98.6M | 3 | 2026-02-28 | → |
| 995 | FUTURE YOU WEALTH LLC | NEW YORK | 305173 | $177.8M | 4 | 2025-04-30 | → |
| 996 | WAHED INVEST LLC | NEW YORK | 242793 | $1.29B | 9 | 2026-06-30 | → |
| 997 | MWMG ADVISORS, LLC | NEW YORK | 338376 | $40.0M | 1 | 2026-04-30 | → |
| 998 | DARK HORSE WEALTH LLC | CAZENOVIA | 159999 | $36.6M | 1 | 2026-03-31 | → |
| 999 | MARATHON MISSION, INC. | LATHAM | 288654 | $177.1M | 3 | 2026-01-31 | → |
| 1000 | MERIT FINANCIAL PARTNERS LLC | MASPETH | 141359 | $308.2M | 5 | 2026-03-31 | → |
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