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 | |
|---|---|---|---|---|---|---|---|
| 301 | EVERCORE WEALTH MANAGEMENT, LLC | NEW YORK | 148399 | $15.52B | 97 | 2026-03-31 | → |
| 302 | NASSAU ALTERNATIVE INVESTMENTS LLC | NEW YORK | 300006 | $1.43B | 6 | 2026-03-31 | → |
| 303 | SLR CAPITAL PARTNERS, LLC | NEW YORK | 146106 | $9.42B | 65 | 2026-03-31 | → |
| 304 | GTIS PARTNERS LP | NEW YORK | 156798 | $2.19B | 92 | 2026-06-30 | → |
| 305 | ARENA INVESTORS, LP | NEW YORK | 269854 | $2.99B | 180 | 2026-05-31 | → |
| 306 | DOUGLAS LANE & ASSOCIATES, LLC | NEW YORK | 282563 | $8.44B | 37 | 2026-03-31 | → |
| 307 | HILTON CAPITAL MANAGEMENT, LLC | GARDEN CITY | 116357 | $3.16B | 27 | 2026-06-30 | → |
| 308 | FENIMORE ASSET MANAGEMENT, INC. | COBLESKILL | 110946 | $5.41B | 43 | 2026-01-31 | → |
| 309 | AMERICAN CAPITAL MANAGEMENT INC | NEW YORK | 110861 | $2.11B | 15 | 2026-06-30 | → |
| 310 | PITON INVESTMENT MANAGEMENT, LP | GARDEN CITY | 282517 | $927.9M | 9 | 2026-04-30 | → |
| 311 | ZIMMER PARTNERS, LP | NEW YORK | 165684 | $5.24B | 32 | 2026-04-30 | → |
| 312 | VESTWELL ADVISORS LLC | NEW YORK | 284173 | $1.03B | 30 | 2026-04-30 | → |
| 313 | BECK, MACK & OLIVER LLC | NEW YORK | 105466 | $6.18B | 24 | 2026-03-31 | → |
| 314 | BC PARTNERS ADVISORS L.P. | NEW YORK | 288495 | $6.69B | 120 | 2026-03-31 | → |
| 315 | BREAKOUT CAPITAL PARTNERS LP | NEW YORK | 321224 | $1.20B | 16 | 2026-03-31 | → |
| 316 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | NEW YORK | 133243 | $929.4M | 8 | 2026-03-31 | → |
| 317 | ACCUMULUS CAPITAL MANAGEMENT, LLC | NEW YORK | 160501 | $1.74B | 10 | 2026-02-28 | → |
| 318 | RICHARD BERNSTEIN ADVISORS LLC | NEW YORK | 153577 | $3.79B | 28 | 2026-06-30 | → |
| 319 | DAVERN CAPITAL PARTNERS, LP | NEW YORK | 323018 | $715.1M | 4 | 2026-03-31 | → |
| 320 | PAVE INVESTMENT ADVISORS, LLC. | NEW YORK | 322420 | $669.6M | 7 | 2026-06-30 | → |
| 321 | TOMS CAPITAL INVESTMENT MANAGEMENT LP | NEW YORK | 291362 | $2.66B | 21 | 2026-06-30 | → |
| 322 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 138032 | $2.83B | 16 | 2026-03-31 | → |
| 323 | COOPER CREEK PARTNERS MANAGEMENT LLC | NEW YORK | 157746 | $3.09B | 11 | 2026-03-31 | → |
| 324 | GREENLINE PARTNERS, LLC | NEW YORK | 164192 | $1.41B | 5 | 2026-03-31 | → |
| 325 | DOUGLASS WINTHROP ADVISORS LLC | NEW YORK | 108680 | $6.46B | 34 | 2026-03-31 | → |
| 326 | SIO CAPITAL MANAGEMENT, LLC | NEW YORK | 165989 | $1.29B | 13 | 2026-03-31 | → |
| 327 | TALOS EURISKO ASSET MANAGEMENT LP | NEW YORK | 332873 | $1.76B | 6 | 2026-03-31 | → |
| 328 | EAGLE STRATEGIES LLC | NEW YORK | 110826 | $25.40B | 2,804 | 2026-03-31 | → |
| 329 | MGG INVESTMENT GROUP LP | NEW YORK | 174126 | $7.59B | 45 | 2026-03-31 | → |
| 330 | INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC | NEW YORK | 306860 | $1.12B | 5 | 2026-05-31 | → |
| 331 | SEER CAPITAL MANAGEMENT LP | NEW YORK | 152164 | $1.06B | 23 | 2026-03-31 | → |
| 332 | BROCK FIDUCIARY SERVICES LLC | NEW YORK | 153055 | $588.2M | 4 | 2026-04-30 | → |
| 333 | VARADERO CAPITAL, L.P. | NEW YORK | 159183 | $2.29B | 27 | 2026-03-31 | → |
| 334 | CORDOBA ADVISORY PARTNERS LLC | NEW YORK | 310199 | $2.81B | 11 | 2026-03-31 | → |
| 335 | KLINGENSTEIN, FIELDS & CO., L.P. | NEW YORK | 105907 | $4.70B | 39 | 2026-05-31 | → |
| 336 | UNIGESTION (US) LTD | NEW YORK | 305038 | $2.45B | 9 | 2026-06-30 | → |
| 337 | PLUM ISLAND PARTNERS LLC | NEW YORK | 337695 | $550.0M | 16 | 2026-06-30 | → |
| 338 | MOERUS CAPITAL MANAGEMENT LLC | NEW YORK | 282399 | $893.1M | 8 | 2026-03-31 | → |
| 339 | GLAZER CAPITAL, LLC. | NEW YORK | 136932 | $6.81B | 45 | 2026-03-31 | → |
| 340 | CANNELL & SPEARS LLC | NEW YORK | 142633 | $6.99B | 40 | 2026-03-31 | → |
| 341 | THE PORTFOLIO STRATEGY GROUP, LLC | WHITE PLAINS | 166593 | $2.62B | 15 | 2026-03-31 | → |
| 342 | VECTORS RESEARCH MANAGEMENT LLC | NEW YORK | 137772 | $1.01B | 4 | 2026-03-31 | → |
| 343 | RAITH CAPITAL PARTNERS, LLC | NEW YORK | 166815 | $2.83B | 29 | 2026-04-30 | → |
| 344 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | NY | 315603 | $517.9M | 2 | 2026-03-31 | → |
| 345 | MANA ADVISORS LLC | NEW YORK | 284792 | $509.0M | 4 | 2026-03-31 | → |
| 346 | WILLOW TREE CREDIT PARTNERS LP | NEW YORK | 287810 | $2.80B | 21 | 2026-03-31 | → |
| 347 | OPTI CAPITAL MANAGEMENT LP | NEW YORK | 292742 | $1.76B | 6 | 2026-03-31 | → |
| 348 | MONTROSE ADVISORS INCORPORATED | NEW YORK | 105918 | $670.8M | 5 | 2026-03-31 | → |
| 349 | LIONHEART STRATEGIC MANAGEMENT, LLC | NEW YORK | 314990 | $508.7M | 14 | 2026-03-31 | → |
| 350 | 1505 CAPITAL LLC | NEW YORK | 298880 | $485.7M | 11 | 2026-03-31 | → |
| 351 | PARADIGM CAPITAL MANAGEMENT, INC. | ALBANY | 107982 | $2.38B | 12 | 2026-03-31 | → |
| 352 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | SYRACUSE | 115754 | $1.84B | 18 | 2026-03-31 | → |
| 353 | AUREON PARTNERS LLC | NEW YORK | 338348 | $481.0M | 7 | 2026-03-31 | → |
| 354 | ENTRUST GLOBAL PARTNERS LLC | NEW YORK | 107940 | $11.82B | 137 | 2026-03-31 | → |
| 355 | MAXIM CAPITAL GROUP, LLC | NEW YORK | 288321 | $2.19B | 19 | 2026-04-30 | → |
| 356 | REDDING RIDGE ASSET MANAGEMENT LLC | NEW YORK | 283058 | $33.32B | 67 | 2026-04-30 | → |
| 357 | WILKINSON GLOBAL ASSET MANAGEMENT LLC | NEW YORK | 292470 | $1.88B | 13 | 2026-04-30 | → |
| 358 | LIBREMAX CAPITAL, LLC | NEW YORK | 155486 | $13.87B | 74 | 2026-03-31 | → |
| 359 | ST. JAMES INVESTMENT ADVISORS, LLC | PORT JEFFERSON | 283880 | $511.5M | 7 | 2026-02-28 | → |
| 360 | RUSH ISLAND MANAGEMENT, LP | NEW YORK | 291275 | $2.02B | 7 | 2026-03-31 | → |
| 361 | OMNI BRIDGEWAY MANAGEMENT (USA) LLC | NEW YORK | 298001 | $2.15B | 26 | 2026-06-30 | → |
| 362 | RITHOLTZ WEALTH MANAGEMENT | NEW YORK | 168652 | $7.70B | 83 | 2026-05-31 | → |
| 363 | TABOR ASSET MANAGEMENT, LP | NEW YORK | 304666 | $577.2M | 6 | 2026-03-31 | → |
| 364 | 10X CAPITAL PARTNERS LLC | NEW YORK | 332547 | $1.01B | 2 | 2026-03-31 | → |
| 365 | SAXON WOODS ADVISORS LLC | PURCHASE | 109686 | $669.6M | 12 | 2026-03-31 | → |
| 366 | VISE AI ADVISORS, LLC | NEW YORK CITY | 301761 | $8.53B | 44 | 2026-06-30 | → |
| 367 | ISOMETRY CAPITAL, LLC | NEW YORK | 307544 | $1.01B | 16 | 2026-03-31 | → |
| 368 | CH GLOBAL CAPITAL MANAGEMENT, LLC | NEW YORK | 283431 | $529.1M | 5 | 2026-03-31 | → |
| 369 | LOOM CAPITAL MANAGEMENT LLC | NEW YORK | 174093 | $570.8M | 2 | 2026-03-31 | → |
| 370 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | WHITE PLAINS | 111479 | $441.7M | 5 | 2026-03-31 | → |
| 371 | EHRENKRANZ PARTNERS L.P. | NEW YORK | 131728 | $21.54B | 46 | 2026-06-30 | → |
| 372 | ASTORIA PORTFOLIO ADVISORS LLC | NEW YORK | 288271 | $977.6M | 9 | 2026-03-31 | → |
| 373 | NEXT CAPITAL MANAGEMENT LLC | NEW YORK | 110793 | $2.14B | 23 | 2026-01-31 | → |
| 374 | GOTHAM ASSET MANAGEMENT, LLC | NEW YORK | 149335 | $30.03B | 56 | 2026-05-31 | → |
| 375 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY | NEW YORK | 15356 | $434.1M | 734 | 2026-03-31 | → |
| 376 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | NEW YORK | 144537 | $18.79B | 711 | 2026-05-31 | → |
| 377 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | NEW YORK | 300359 | $907.6M | 46 | 2026-06-30 | → |
| 378 | GALAXY DIGITAL CAPITAL MANAGEMENT LP | NEW YORK | 293908 | $1.72B | 61 | 2026-04-30 | → |
| 379 | GLG LLC | NEW YORK | 138802 | $7.04B | 29 | 2026-03-31 | → |
| 380 | MEYER HANDELMAN COMPANY LLC | RYE BROOK | 107309 | $3.24B | 18 | 2026-03-31 | → |
| 381 | MAREK CAPITAL MANAGEMENT LP | NEW YORK | 333745 | $422.4M | 9 | 2026-03-31 | → |
| 382 | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | PLAINVIEW | 126685 | $464.3M | 3 | 2025-12-31 | → |
| 383 | WEALTHSPRING CAPITAL LLC | WEST HARRISON | 301040 | $515.0M | 5 | 2026-06-30 | → |
| 384 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | NEW YORK | 166616 | $409.9M | 7 | 2026-03-31 | → |
| 385 | HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC | NEW YORK | 288671 | $490.0M | 2 | 2026-03-31 | → |
| 386 | AMERICAN TRIPLE I, LLC | NEW YORK | 318463 | $832.2M | 11 | 2026-03-31 | → |
| 387 | ARS INVESTMENT PARTNERS, LLC | NEW YORK | 5845 | $2.71B | 18 | 2026-04-30 | → |
| 388 | HAZARD & SIEGEL ADVISORY SERVICES LLC | DEWITT | 151462 | $449.8M | 24 | 2026-03-31 | → |
| 389 | SAGARD HOLDINGS MANAGER (US) LLC | NEW YORK CITY | 322374 | $1.41B | 41 | 2026-03-31 | → |
| 390 | TRI LOCUM PARTNERS LP | NEW YORK | 309678 | $1.09B | 8 | 2026-04-30 | → |
| 391 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | NEW YORK | 169293 | $402.4M | 5 | 2026-03-31 | → |
| 392 | KINTEGRAL ADVISORY, LLC | NEW YORK | 164160 | $2.14B | 11 | 2026-03-31 | → |
| 393 | CATALIO CAPITAL MANAGEMENT, LP | NEW YORK | 310374 | $2.18B | 30 | 2026-03-31 | → |
| 394 | TERRA REIT ADVISORS, LLC | NEW YORK | 290571 | $1.44B | 30 | 2026-03-31 | → |
| 395 | GRIFFIN ASSET MANAGEMENT, LLC | NEW YORK | 104548 | $1.05B | 10 | 2026-02-28 | → |
| 396 | MIDOCEAN CREDIT FUND MANAGEMENT, L.P. | NEW YORK | 151578 | $8.46B | 45 | 2026-03-31 | → |
| 397 | VANTAGE INFRASTRUCTURE (USA) INC. | NEW YORK | 157458 | $1.47B | 5 | 2026-03-31 | → |
| 398 | TETRAGON PARTNERS L.P. | NEW YORK | 156040 | $6.40B | 122 | 2026-06-30 | → |
| 399 | LEVIN CAPITAL STRATEGIES, L.P. | NEW YORK | 137147 | $1.66B | 14 | 2026-03-31 | → |
| 400 | COMPASS ADVISORY GROUP LLC | MELVILLE | 288256 | $767.5M | 7 | 2026-02-28 | → |
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