Research Report · 2026-06-30
Largest Registered Investment Advisers in New York
New York SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,621
Total AUM
$38.34T
Median AUM
$766.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | RBB TREASURY LLC | NEW YORK | 314581 | $1.89B | 4 | 2026-03-31 | → |
| 902 | BOW WAVE CAPITAL MANAGEMENT, LP | NEW YORK | 305782 | $1.89B | 3 | 2026-03-31 | → |
| 903 | CLARION CAPITAL PARTNERS, LLC | NEW YORK | 157038 | $1.89B | 38 | 2026-03-31 | → |
| 904 | TREVILLE CAPITAL MANAGEMENT LLC | NEW YORK | 290314 | $1.89B | 31 | 2026-03-31 | → |
| 905 | BROAD BAY CAPITAL MANAGEMENT LP | NEW YORK | 284341 | $1.89B | 10 | 2026-03-31 | → |
| 906 | LIBERTY STREET ADVISORS, INC. | NEW YORK | 142949 | $1.88B | 19 | 2026-03-31 | → |
| 907 | ACCESS VENTURES CAPITAL MANAGEMENT LLC | NEW YORK | 331222 | $1.88B | 8 | 2026-06-30 | → |
| 908 | WILKINSON GLOBAL ASSET MANAGEMENT LLC | NEW YORK | 292470 | $1.88B | 13 | 2026-04-30 | → |
| 909 | TWO CREEKS CAPITAL MANAGEMENT, LP | NEW YORK | 171848 | $1.88B | 14 | 2026-03-31 | → |
| 910 | INTEGRAL HEALTH ASSET MANAGEMENT, LLC | NEW YORK | 301987 | $1.87B | 12 | 2026-03-31 | → |
| 911 | NMS CAPITAL SERVICES, LLC | NEW YORK | 158140 | $1.87B | 28 | 2026-03-31 | → |
| 912 | MORGAN STANLEY PRIVATE EQUITY ASIA, INC. | NEW YORK | 134366 | $1.86B | 74 | 2026-05-31 | → |
| 913 | FIRST LONG ISLAND INVESTORS, LLC | JERICHO | 167212 | $1.86B | 24 | 2026-03-31 | → |
| 914 | ASHTON THOMAS SECURITIES, LLC | ROCHESTER | 16629 | $1.86B | 46 | 2026-06-30 | → |
| 915 | TIGER PACIFIC CAPITAL LP | NEW YORK | 167099 | $1.86B | 17 | 2026-03-31 | → |
| 916 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | NEW YORK | 328015 | $1.85B | 25 | 2026-06-30 | → |
| 917 | CSM CAPITAL CORPORATION | NEW YORK | 129789 | $1.85B | 9 | 2026-03-31 | → |
| 918 | SNOWHAWK LP | NEW YORK | 325176 | $1.84B | 10 | 2026-06-30 | → |
| 919 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | SYRACUSE | 115754 | $1.84B | 18 | 2026-03-31 | → |
| 920 | IMPACTIVE CAPITAL LP | NEW YORK | 299445 | $1.84B | 11 | 2026-03-31 | → |
| 921 | COALESCE CAPITAL MANAGEMENT LLC | NEW YORK | 324179 | $1.83B | 23 | 2026-03-31 | → |
| 922 | OLD ORCHARD CAPITAL MANAGEMENT LP | NEW YORK | 170641 | $1.83B | 19 | 2026-03-31 | → |
| 923 | HELIX PARTNERS MANAGEMENT LP | NEW YORK | 325120 | $1.83B | 14 | 2026-03-31 | → |
| 924 | RIDGEWOOD INFRASTRUCTURE, LLC | NEW YORK | 291736 | $1.82B | 17 | 2026-03-31 | → |
| 925 | PARAFI CAPITAL LP | NEW YORK | 294670 | $1.82B | 21 | 2026-03-31 | → |
| 926 | CION INVESTMENT MANAGEMENT, LLC | NEW YORK | 160386 | $1.81B | 27 | 2026-03-31 | → |
| 927 | NOVA INFRASTRUCTURE MANAGEMENT, LLC | NEW YORK | 304510 | $1.81B | 19 | 2026-03-31 | → |
| 928 | ARGENTIC INVESTMENT MANAGEMENT LLC | NEW YORK | 289502 | $1.81B | 70 | 2026-03-31 | → |
| 929 | BAILLIE GIFFORD INTERNATIONAL LLC | NEW YORK | 305849 | $1.81B | 21 | 2026-06-30 | → |
| 930 | NEEDHAM INVESTMENT MANAGEMENT, LLC | NEW YORK | 106783 | $1.80B | 11 | 2026-03-31 | → |
| 931 | L.J. ALTFEST & CO., INC. | NEW YORK | 110130 | $1.80B | 42 | 2026-03-31 | → |
| 932 | EOS REAL ESTATE INVESTORS LLC | NEW YORK | 290205 | $1.79B | 26 | 2026-06-30 | → |
| 933 | METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC | NEW YORK | 289048 | $1.79B | 51 | 2026-05-31 | → |
| 934 | QVT FINANCIAL LP | NEW YORK | 156508 | $1.79B | 31 | 2026-03-31 | → |
| 935 | GOVERNORS LANE LP | NEW YORK | 213511 | $1.79B | 20 | 2026-03-31 | → |
| 936 | AQUARIAN HOLDINGS MANAGEMENT LLC | NEW YORK | 293116 | $1.78B | 64 | 2026-05-31 | → |
| 937 | AEGIS CAPITAL CORP. | NEW YORK | 15007 | $1.78B | 260 | 2026-02-28 | → |
| 938 | ANDALUSIAN PRIVATE CAPITAL, LP | NEW YORK | 313032 | $1.78B | 12 | 2026-03-31 | → |
| 939 | VISTA CREDIT BDC MANAGEMENT, L.P. | NEW YORK | 326611 | $1.77B | 0 | 2026-06-30 | → |
| 940 | ALIGNED CLIMATE CAPITAL LLC | NEW YORK | 304716 | $1.77B | 18 | 2026-03-31 | → |
| 941 | STYRAX CAPITAL LP | NEW YORK | 318435 | $1.77B | 9 | 2026-06-30 | → |
| 942 | OPTI CAPITAL MANAGEMENT LP | NEW YORK | 292742 | $1.76B | 6 | 2026-03-31 | → |
| 943 | ALTERNATIVE INVESTMENT MANAGEMENT, LLC | NEW YORK | 158028 | $1.76B | 15 | 2026-05-31 | → |
| 944 | TALOS EURISKO ASSET MANAGEMENT LP | NEW YORK | 332873 | $1.76B | 6 | 2026-03-31 | → |
| 945 | CAIUS CAPITAL US LP | NEW YORK | 322911 | $1.75B | 2 | 2026-03-31 | → |
| 946 | ACCUMULUS CAPITAL MANAGEMENT, LLC | NEW YORK | 160501 | $1.74B | 10 | 2026-02-28 | → |
| 947 | ASSURED HEALTHCARE PARTNERS LLC | NEW YORK | 311479 | $1.74B | 24 | 2026-03-31 | → |
| 948 | WNY ASSET MANAGEMENT, LLC | WILLIAMSVILLE | 153872 | $1.73B | 35 | 2026-03-31 | → |
| 949 | ENGINE CAPITAL MANAGEMENT, LP | NEW YORK | 168315 | $1.73B | 7 | 2026-05-31 | → |
| 950 | PERRY CREEK CAPITAL LP | NEW YORK | 172376 | $1.73B | 7 | 2026-03-31 | → |
| 951 | GALAXY DIGITAL CAPITAL MANAGEMENT LP | NEW YORK | 293908 | $1.72B | 61 | 2026-04-30 | → |
| 952 | NOVEM GROUP | ROCHESTER | 158964 | $1.72B | 52 | 2026-02-28 | → |
| 953 | COLBECK CAPITAL MANAGEMENT, LLC | NEW YORK | 282406 | $1.71B | 20 | 2026-03-31 | → |
| 954 | BROADWOOD CAPITAL, INC | NEW YORK | 159286 | $1.71B | 6 | 2026-03-31 | → |
| 955 | NORTH PEAK CAPITAL MANAGEMENT, LLC | NEW YORK | 294042 | $1.70B | 7 | 2026-03-31 | → |
| 956 | LIONTREE INVESTMENT MANAGEMENT, LLC | NEW YORK | 315628 | $1.70B | 32 | 2026-05-31 | → |
| 957 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | NEW YORK | 317528 | $1.70B | 9 | 2026-03-31 | → |
| 958 | AFFINITY ASSET ADVISORS, LLC | NEW YORK | 312788 | $1.69B | 10 | 2026-03-31 | → |
| 959 | SMITH AFFILIATED CAPITAL CORP | NEW YORK | 107675 | $1.68B | 10 | 2026-03-31 | → |
| 960 | EMBER INFRASTRUCTURE MANAGEMENT, LP | NEW YORK | 309483 | $1.68B | 21 | 2026-03-31 | → |
| 961 | DOMINUS CAPITAL MANAGEMENT, L.P. | NEW YORK | 156885 | $1.67B | 14 | 2026-03-31 | → |
| 962 | ORANGE INVESTMENT ADVISORS, INC. | GOSHEN | 107387 | $1.67B | 18 | 2026-03-31 | → |
| 963 | ATERIAN INVESTMENT MANAGEMENT, LP | NEW YORK | 169302 | $1.67B | 22 | 2026-03-31 | → |
| 964 | ISLAND INVESTMENT MANAGEMENT LLC | NEW YORK | 308097 | $1.67B | 80 | 2026-06-30 | → |
| 965 | 50T HOLDINGS, LLC | NEW YORK | 326720 | $1.66B | 17 | 2026-04-30 | → |
| 966 | LEVIN CAPITAL STRATEGIES, L.P. | NEW YORK | 137147 | $1.66B | 14 | 2026-03-31 | → |
| 967 | HERMES GPE (USA) INC | NEW YORK | 166839 | $1.66B | 4 | 2026-03-31 | → |
| 968 | COMPASS GROUP LLC | NEW YORK | 108772 | $1.65B | 19 | 2026-03-31 | → |
| 969 | RICHBROOK ADVISORS, LP | NEW YORK | 316848 | $1.65B | 8 | 2026-03-31 | → |
| 970 | MWP ADVISORY, LLC | NEW YORK | 309573 | $1.65B | 39 | 2026-03-31 | → |
| 971 | WILLOW ASSET MANAGEMENT LLC | NEW YORK | 282487 | $1.64B | 105 | 2026-06-30 | → |
| 972 | ZWEIG-DIMENNA ASSOCIATES LLC | NEW YORK | 161385 | $1.63B | 31 | 2026-04-30 | → |
| 973 | THIRD AVENUE MANAGEMENT LLC | NEW YORK | 107545 | $1.63B | 19 | 2026-03-31 | → |
| 974 | EURAZEO NORTH AMERICA, INC. | NEW YORK | 300444 | $1.61B | 12 | 2026-03-31 | → |
| 975 | HAYFIN CAPITAL MANAGEMENT LLC | NEW YORK | 157131 | $1.61B | 33 | 2026-03-31 | → |
| 976 | SONE CAPITAL MANAGEMENT, LLC | NEW YORK | 331656 | $1.61B | 11 | 2026-03-31 | → |
| 977 | NBT CAPITAL MANAGEMENT, INC. | NORWICH | 104932 | $1.61B | 15 | 2026-06-30 | → |
| 978 | BOUCHEY FINANCIAL GROUP LTD | TROY | 111824 | $1.61B | 21 | 2026-03-31 | → |
| 979 | LINDEN GLOBAL STRATEGIES LLC | NEW YORK | 159667 | $1.60B | 8 | 2026-03-31 | → |
| 980 | BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC | NEW YORK | 334213 | $1.60B | 250 | 2026-03-31 | → |
| 981 | ALPHA SQUARE GROUP S, LLC | NEW YORK | 308022 | $1.60B | 21 | 2026-03-31 | → |
| 982 | CONSOLIDATED PORTFOLIO REVIEW CORP | WOODBURY | 112694 | $1.59B | 56 | 2026-06-30 | → |
| 983 | DUNE REAL ESTATE PARTNERS LP | NEW YORK | 157455 | $1.59B | 26 | 2026-03-31 | → |
| 984 | MARSHALL + STERLING WEALTH ADVISORS, INC. | POUGHKEEPSIE | 164345 | $1.59B | 15 | 2026-05-31 | → |
| 985 | PAINSWICK CAPITAL MANAGEMENT LP | NEW YORK | 333644 | $1.59B | 6 | 2026-03-31 | → |
| 986 | LAKE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 166526 | $1.58B | 8 | 2026-03-31 | → |
| 987 | ATL ADVISOR LP | NEW YORK | 173866 | $1.57B | 13 | 2026-03-31 | → |
| 988 | GAM USA INC. | NEW YORK | 110458 | $1.55B | 14 | 2026-03-31 | → |
| 989 | HARK CAPITAL ADVISORS LLC | NEW YORK | 339318 | $1.55B | 12 | 2026-03-31 | → |
| 990 | ZENYTH ADVISORS LLC | NEW YORK | 289192 | $1.54B | 24 | 2026-04-30 | → |
| 991 | GCP CAPITAL PARTNERS LLC | NEW YORK | 154457 | $1.54B | 12 | 2026-03-31 | → |
| 992 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 144733 | $1.54B | 30 | 2026-03-31 | → |
| 993 | WEALTHSTREAM ADVISORS, INC. | NEW YORK | 129428 | $1.54B | 22 | 2025-03-31 | → |
| 994 | SEACREST WEALTH MANAGEMENT, LLC | PURCHASE | 147092 | $1.53B | 47 | 2026-03-31 | → |
| 995 | EQUITABLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 322513 | $1.53B | 67 | 2026-03-31 | → |
| 996 | CAVU CONSUMER PARTNERS, LLC | NEW YORK | 281535 | $1.53B | 20 | 2026-05-31 | → |
| 997 | ASCENT WEALTH PARTNERS, LLC | NEW HARTFORD | 158898 | $1.52B | 17 | 2026-03-31 | → |
| 998 | GOEHRING & ROZENCWAJG ASSOCIATES, LLC | NEW YORK | 283394 | $1.51B | 6 | 2026-05-31 | → |
| 999 | REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC | NEW YORK | 294006 | $1.51B | 22 | 2026-03-31 | → |
| 1000 | ULLMAN JOHN & ASSOCIATES INC | HORSEHEADS | 105361 | $1.51B | 58 | 2026-03-31 | → |
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