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 | |
|---|---|---|---|---|---|---|---|
| 401 | NOVEM GROUP | ROCHESTER | 158964 | $1.72B | 52 | 2026-02-28 | → |
| 402 | LISANTI CAPITAL GROWTH LLC | NEW YORK | 130023 | $432.5M | 4 | 2026-04-30 | → |
| 403 | EDGE FOCUS CAPITAL MANAGEMENT, LLC | NEW YORK | 309884 | $451.3M | 22 | 2026-03-31 | → |
| 404 | MAN INVESTMENT PARTNERS (US) LP | NEW YORK | 282371 | $2.88B | 51 | 2026-05-31 | → |
| 405 | NORTH PEAK CAPITAL MANAGEMENT, LLC | NEW YORK | 294042 | $1.70B | 7 | 2026-03-31 | → |
| 406 | ORANGE INVESTMENT ADVISORS, INC. | GOSHEN | 107387 | $1.67B | 18 | 2026-03-31 | → |
| 407 | BLACKSTONE PROPERTY ADVISORS L.P. | NEW YORK | 226598 | $77.40B | 575 | 2026-03-31 | → |
| 408 | CC CAPITAL INSURANCE ADVISORS LLC | NEW YORK | 334723 | $937.4M | 6 | 2026-06-30 | → |
| 409 | MUTIMA CAPITAL MANAGEMENT LLC | NEW YORK | 284629 | $337.4M | 3 | 2026-03-31 | → |
| 410 | INVESTCORP CREDIT MANAGEMENT US LLC | NEW YORK | 165140 | $11.51B | 25 | 2025-10-31 | → |
| 411 | COBBLESTONE CAPITAL ADVISORS, LLC | ROCHESTER | 108023 | $2.93B | 43 | 2025-12-31 | → |
| 412 | MEDALIST PARTNERS LP | NEW YORK | 292747 | $2.44B | 21 | 2026-05-31 | → |
| 413 | BNY MELLON SECURITIES CORPORATION | NEW YORK | 231 | $8.45B | 253 | 2026-06-30 | → |
| 414 | ALTA FUNDAMENTAL ADVISERS LLC | NEW YORK | 168642 | $465.8M | 5 | 2026-03-31 | → |
| 415 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | NEW YORK | 164537 | $34.39B | 228 | 2026-05-31 | → |
| 416 | SANDHILL CAPITAL PARTNERS LLC | BUFFALO | 129800 | $2.40B | 22 | 2026-03-31 | → |
| 417 | EAGLEBROOK ADVISORS, INC. | NEW YORK | 304438 | $342.0M | 22 | 2026-03-31 | → |
| 418 | OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC | NEW YORK | 297976 | $305.0M | 3 | 2026-02-28 | → |
| 419 | GOEHRING & ROZENCWAJG ASSOCIATES, LLC | NEW YORK | 283394 | $1.51B | 6 | 2026-05-31 | → |
| 420 | SNOWDEN CAPITAL ADVISORS LLC | NEW YORK | 157299 | $8.87B | 154 | 2026-04-30 | → |
| 421 | INDAGO CAPITAL LLC | NEW YORK | 330343 | $555.9M | 12 | 2026-05-31 | → |
| 422 | APERTURE INVESTORS, LLC | NEW YORK | 295468 | $6.06B | 78 | 2026-03-31 | → |
| 423 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | NEW YORK | 150529 | $1.17B | 20 | 2026-03-31 | → |
| 424 | ATOMIC INVEST LLC | NEW YORK | 313255 | $319.5M | 21 | 2026-04-30 | → |
| 425 | ALLEGIANT REAL ESTATE CAPITAL, LP | NEW YORK | 285525 | $326.0M | 2 | 2025-10-31 | → |
| 426 | OVERBROOK MANAGEMENT CORPORATION | NEW YORK | 117884 | $1.12B | 17 | 2026-04-30 | → |
| 427 | MSD PARTNERS, L.P. | NEW YORK | 161664 | $21.30B | 498 | 2026-05-31 | → |
| 428 | J. SAFRA ASSET MANAGEMENT CORPORATION | NEW YORK CITY | 131243 | $6.26B | 22 | 2026-03-31 | → |
| 429 | SAGEWOOD ASSET MANAGEMENT LP | NEW YORK | 281548 | $2.70B | 7 | 2026-03-31 | → |
| 430 | TAURUS ASSET MANAGEMENT, LLC | NEW YORK | 130930 | $1.40B | 8 | 2025-03-31 | → |
| 431 | INDEPENDENT INVESTORS INC | NESCONSET | 105677 | $571.9M | 6 | 2026-03-31 | → |
| 432 | EQUINUM, LLC | BROOKLYN | 304350 | $566.0M | 5 | 2026-04-30 | → |
| 433 | CADARET, GRANT & CO., INC. | SYRACUSE | 10641 | $7.67B | 692 | 2025-07-31 | → |
| 434 | MAYTECH GLOBAL INVESTMENTS, LLC | NEW YORK | 285985 | $895.1M | 12 | 2026-03-31 | → |
| 435 | 325 CAPITAL LLC | NEW YORK | 310762 | $337.8M | 7 | 2026-03-31 | → |
| 436 | CROSSINGBRIDGE ADVISORS, LLC | PLEASANTVILLE | 286594 | $4.18B | 16 | 2026-06-30 | → |
| 437 | TREVILLE CAPITAL MANAGEMENT LLC | NEW YORK | 290314 | $1.89B | 31 | 2026-03-31 | → |
| 438 | MATRIX ASSET ADVISORS INC | WHITE PLAINS | 107408 | $1.40B | 12 | 2026-03-31 | → |
| 439 | HUDSON CANYON CAPITAL MANAGEMENT, LLC | NEW YORK | 286437 | $263.9M | 1 | 2026-03-31 | → |
| 440 | KETTLE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 163722 | $615.5M | 8 | 2026-03-31 | → |
| 441 | REAGAN COMPANIES ASSET MANAGEMENT, INC | SYRACUSE | 161648 | $1.16B | 9 | 2026-06-30 | → |
| 442 | LINGOTTO US LLC | NEW YORK | 328113 | $1.97B | 17 | 2026-04-30 | → |
| 443 | QUANTUM PORTFOLIO MANAGEMENT, LLC | NEW YORK | 326280 | $339.6M | 7 | 2026-04-30 | → |
| 444 | RIVERWEST INVESTMENT MANAGEMENT, LLC | NEW YORK | 339697 | $254.1M | 3 | 2026-05-31 | → |
| 445 | COMPOUND PLANNING, INC. | NEW YORK | 171787 | $4.85B | 119 | 2026-03-31 | → |
| 446 | STAR MOUNTAIN FUND MANAGEMENT, LLC | NEW YORK | 164728 | $4.18B | 121 | 2026-03-31 | → |
| 447 | GREENBUSH FINANCIAL GROUP, LLC | ALBANY | 125500 | $616.5M | 6 | 2026-01-31 | → |
| 448 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | NEW YORK | 156290 | $1.25B | 12 | 2026-04-30 | → |
| 449 | QUARTZ PARTNERS, LLC | SARATOGA SPRINGS | 174327 | $611.9M | 26 | 2026-06-30 | → |
| 450 | TC43 LLC | NEW YORK | 329373 | $290.1M | 11 | 2025-06-30 | → |
| 451 | THIRD NORTH CAPITAL LP | NEW YORK | 285348 | $432.2M | 5 | 2026-03-31 | → |
| 452 | MARK ASSET MANAGEMENT LP | NEW YORK | 105691 | $1.14B | 9 | 2026-04-30 | → |
| 453 | EVEREST CONSULTANTS, LLC | SYRACUSE | 128474 | $633.1M | 5 | 2025-03-31 | → |
| 454 | WATER ASSET MANAGEMENT, LLC | NEW YORK | 151508 | $780.9M | 16 | 2026-05-31 | → |
| 455 | SCULPTOR CAPITAL LP | NEW YORK | 107913 | $52.68B | 343 | 2026-04-30 | → |
| 456 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | NEW YORK | 145370 | $241.9M | 6 | 2026-03-31 | → |
| 457 | HS MANAGEMENT PARTNERS, LLC | NEW YORK | 145480 | $469.9M | 9 | 2026-06-30 | → |
| 458 | FORSYTH STREET ASSET MANAGEMENT LLC | NEW YORK | 310545 | $228.9M | 9 | 2026-03-31 | → |
| 459 | HEARTWOOD FUNDS, LLC | NEW YORK | 136940 | $317.6M | 2 | 2026-03-31 | → |
| 460 | CAPITAL COUNSEL LLC | NEW YORK | 109001 | $2.87B | 13 | 2026-03-31 | → |
| 461 | MILLER HOWARD INVESTMENTS INC | KINGSTON | 105800 | $3.81B | 34 | 2026-03-31 | → |
| 462 | SHIKHARA INVESTMENT MANAGEMENT LP | NEW YORK | 329963 | $226.9M | 4 | 2026-05-31 | → |
| 463 | CAIUS CAPITAL US LP | NEW YORK | 322911 | $1.75B | 2 | 2026-03-31 | → |
| 464 | BQS FINANCIAL ADVISORS, LLC | NEW YORK | 333795 | $226.4M | 7 | 2026-03-31 | → |
| 465 | CATALUR CAPITAL MANAGEMENT, LP | NEW YORK | 307830 | $611.9M | 8 | 2026-03-31 | → |
| 466 | THE WEALTH ALLIANCE, LLC | MELVILLE | 305052 | $2.10B | 29 | 2026-04-30 | → |
| 467 | ASCENT WEALTH PARTNERS, LLC | NEW HARTFORD | 158898 | $1.52B | 17 | 2026-03-31 | → |
| 468 | SWS CAPITAL MANAGEMENT, LLC | NEW YORK | 119043 | $413.1M | 10 | 2026-03-31 | → |
| 469 | NEVILLE, RODIE & SHAW INC | NEW YORK | 104969 | $2.00B | 13 | 2026-01-31 | → |
| 470 | GRAYCLIFF PARTNERS LP | NEW YORK | 157221 | $1.98B | 30 | 2026-06-30 | → |
| 471 | APS WEALTH MANAGEMENT, LLC | MELVILLE | 298233 | $311.5M | 9 | 2026-05-31 | → |
| 472 | AMOVA ASSET MANAGEMENT AMERICAS, INC. | NEW YORK | 824 | $7.78B | 27 | 2026-06-30 | → |
| 473 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | NEW YORK | 120109 | $763.7M | 16 | 2026-03-31 | → |
| 474 | HOWE AND RUSLING, INC. | ROCHESTER | 104627 | $2.44B | 26 | 2026-05-31 | → |
| 475 | UNITED ASSET STRATEGIES INC. | GARDEN CITY | 107434 | $2.09B | 33 | 2026-03-31 | → |
| 476 | MWM GROUP LLC | CEDARHURST | 164123 | $431.0M | 4 | 2026-05-31 | → |
| 477 | CITI GLOBAL ALTERNATIVES, LLC | NEW YORK | 324457 | $24.39B | 91 | 2025-07-31 | → |
| 478 | ESTABROOK CAPITAL MANAGEMENT LLC | NEW YORK | 128856 | $933.3M | 10 | 2026-03-31 | → |
| 479 | BRIGHTWOOD CAPITAL ADVISORS, LLC | NEW YORK | 167330 | $6.19B | 64 | 2026-06-30 | → |
| 480 | OPAL WEALTH ADVISORS, LLC | JERICHO | 289759 | $1.24B | 20 | 2026-02-28 | → |
| 481 | BREVET CAPITAL MANAGEMENT, LLC | NEW YORK | 151672 | $2.57B | 37 | 2026-06-30 | → |
| 482 | SAGE, RUTTY & CO., INC. | ROCHESTER | 3254 | $3.46B | 36 | 2026-03-31 | → |
| 483 | CKC CAPITAL LLC | NEW YORK | 168967 | $843.7M | 9 | 2026-03-31 | → |
| 484 | RECKONER CAPITAL MANAGEMENT LLC | NEW YORK | 333863 | $273.4M | 26 | 2026-03-31 | → |
| 485 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | NEW YORK | 284788 | $525.6M | 166 | 2026-06-30 | → |
| 486 | EAST END FINANCIAL GROUP, INC. | RIVERHEAD | 110584 | $689.2M | 12 | 2026-02-28 | → |
| 487 | AUDAX MANAGEMENT COMPANY (NY), LLC | NEW YORK | 159458 | $25.69B | 238 | 2026-05-31 | → |
| 488 | PASSIVE CAPITAL MANAGEMENT, LLC | SYRACUSE | 142870 | $996.9M | 8 | 2026-01-31 | → |
| 489 | SAVVY ADVISORS, INC. | NEW YORK | 318493 | $5.00B | 170 | 2026-03-31 | → |
| 490 | 337 FRONTIER CAPITAL, LP | NEW YORK | 284266 | $795.3M | 4 | 2026-04-30 | → |
| 491 | HIGH PROBABILITY ADVISORS, LLC | PITTSFORD | 289541 | $1.05B | 16 | 2026-05-31 | → |
| 492 | MAGNUS FINANCIAL GROUP LLC | NEW YORK | 289423 | $2.33B | 24 | 2026-03-31 | → |
| 493 | DENDUR CAPITAL LP | NEW YORK | 300823 | $1.46B | 9 | 2026-03-31 | → |
| 494 | DME CAPITAL MANAGEMENT, LP | NEW YORK | 157081 | $4.80B | 29 | 2026-05-31 | → |
| 495 | SHUFRO, ROSE & CO., LLC | NEW YORK | 3403 | $2.46B | 27 | 2026-04-30 | → |
| 496 | LONE PEAK PARTNERS MANAGEMENT LP | NEW YORK | 156546 | $210.4M | 3 | 2026-03-31 | → |
| 497 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | PITTSFORD | 151590 | $1.06B | 9 | 2026-03-31 | → |
| 498 | ROYCE & ASSOCIATES, LP | NEW YORK | 107689 | $12.41B | 89 | 2026-02-28 | → |
| 499 | ANCHORAGE CAPITAL GROUP, L.L.C. | NEW YORK | 135657 | $3.71B | 93 | 2026-03-31 | → |
| 500 | TEKNE CAPITAL MANAGEMENT, LLC | NEW YORK | 164648 | $1.42B | 11 | 2026-03-31 | → |
Related Lists
Sleeve1,058 firms · 2026-06-30