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 | |
|---|---|---|---|---|---|---|---|
| 1001 | STONY POINT CAPITAL LLC | NEW YORK | 283066 | $1.49B | 5 | 2026-03-31 | → |
| 1002 | LINEAR B PARTNERS LP | NEW YORK | 315185 | $1.49B | 9 | 2026-05-31 | → |
| 1003 | KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. | NEW YORK | 174341 | $1.49B | 4 | 2026-05-31 | → |
| 1004 | W.G.SHAHEEN & ASSOCIATES,LTD. | ROCHESTER | 117307 | $1.49B | 12 | 2026-03-31 | → |
| 1005 | SPRINGCOAST CAPITAL PARTNERS, L.P. | NEW YORK | 327164 | $1.49B | 18 | 2026-03-31 | → |
| 1006 | CCS PARTNERS LLC | NEW YORK | 329876 | $1.49B | 9 | 2026-04-30 | → |
| 1007 | FPLF MANAGEMENT LLC | NEW YORK | 331881 | $1.49B | 140 | 2026-03-31 | → |
| 1008 | TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. | GLEN HEAD | 106440 | $1.48B | 32 | 2026-03-31 | → |
| 1009 | KIMELMAN & BAIRD, LLC | NEW YORK | 2440 | $1.48B | 9 | 2026-04-30 | → |
| 1010 | VANTAGE INFRASTRUCTURE (USA) INC. | NEW YORK | 157458 | $1.47B | 5 | 2026-03-31 | → |
| 1011 | DENDUR CAPITAL LP | NEW YORK | 300823 | $1.46B | 9 | 2026-03-31 | → |
| 1012 | RAVEN CREDIT CAPITAL MANAGEMENT LLC | NEW YORK | 331556 | $1.46B | 23 | 2026-05-31 | → |
| 1013 | KKR REGISTERED ADVISOR LLC | NEW YORK | 309284 | $1.46B | 26 | 2026-04-30 | → |
| 1014 | TEMA ETFS LLC | NEW YORK | 332224 | $1.46B | 18 | 2026-03-31 | → |
| 1015 | SHADE TREE ADVISORS LLC | SARATOGA SPRINGS | 289905 | $1.45B | 66 | 2026-03-31 | → |
| 1016 | FORTE CAPITAL LLC | ROCHESTER | 109941 | $1.45B | 20 | 2025-02-28 | → |
| 1017 | TRIPOST CAPITAL PARTNERS LLC | NEW YORK | 293282 | $1.45B | 24 | 2026-05-31 | → |
| 1018 | BORNITE CAPITAL MANAGEMENT LP | NEW YORK | 307598 | $1.45B | 7 | 2026-03-31 | → |
| 1019 | ROC360 ADVISORS LLC | NEW YORK | 326954 | $1.45B | 41 | 2026-04-30 | → |
| 1020 | FUSION FAMILY WEALTH, LLC | WOODBURY | 168254 | $1.44B | 8 | 2026-03-31 | → |
| 1021 | CLEARLINE CAPITAL LP | NEW YORK | 166699 | $1.44B | 11 | 2026-05-31 | → |
| 1022 | TERRA REIT ADVISORS, LLC | NEW YORK | 290571 | $1.44B | 30 | 2026-03-31 | → |
| 1023 | NASSAU ALTERNATIVE INVESTMENTS LLC | NEW YORK | 300006 | $1.43B | 6 | 2026-03-31 | → |
| 1024 | SANDERSON WEALTH MANAGEMENT, LLC | BUFFALO | 118910 | $1.43B | 19 | 2026-03-31 | → |
| 1025 | NOTTINGHAM ADVISORS INC. | AMHERST | 104928 | $1.43B | 11 | 2026-03-31 | → |
| 1026 | TEKNE CAPITAL MANAGEMENT, LLC | NEW YORK | 164648 | $1.42B | 11 | 2026-03-31 | → |
| 1027 | ULYSSES MANAGEMENT LLC | NEW YORK | 157251 | $1.42B | 23 | 2026-03-31 | → |
| 1028 | APIS CAPITAL ADVISORS, LLC | NEW YORK | 131200 | $1.42B | 9 | 2026-03-31 | → |
| 1029 | ZBS PARTNERS, LLC | NEW YORK | 326727 | $1.41B | 4 | 2026-03-31 | → |
| 1030 | SAGARD HOLDINGS MANAGER (US) LLC | NEW YORK CITY | 322374 | $1.41B | 41 | 2026-03-31 | → |
| 1031 | SLG CAPITAL MANAGEMENT LLC | NEW YORK | 331370 | $1.41B | 20 | 2026-05-31 | → |
| 1032 | GREENLINE PARTNERS, LLC | NEW YORK | 164192 | $1.41B | 5 | 2026-03-31 | → |
| 1033 | POLYMER CAPITAL MANAGEMENT (US), LLC | NEW YORK | 316277 | $1.41B | 23 | 2026-03-31 | → |
| 1034 | TAURUS ASSET MANAGEMENT, LLC | NEW YORK | 130930 | $1.40B | 8 | 2025-03-31 | → |
| 1035 | FOURWORLD CAPITAL MANAGEMENT LLC | NEW YORK | 284138 | $1.40B | 17 | 2026-05-31 | → |
| 1036 | MATRIX ASSET ADVISORS INC | WHITE PLAINS | 107408 | $1.40B | 12 | 2026-03-31 | → |
| 1037 | KUDU INVESTMENT HOLDINGS, LLC | NEW YORK | 174350 | $1.39B | 18 | 2026-05-31 | → |
| 1038 | MORTGAGE INDUSTRY ADVISORY CORPORATION | NEW YORK | 122337 | $1.39B | 73 | 2025-02-28 | → |
| 1039 | TOWN LANE MANAGEMENT LP | NEW YORK | 328404 | $1.38B | 15 | 2026-03-31 | → |
| 1040 | THE PINNACLE FINANCIAL GROUP | ROCKVILLE CENTRE | 164395 | $1.38B | 54 | 2026-03-31 | → |
| 1041 | COHESIVE CAPITAL MANAGEMENT, L.P. | NEW YORK | 160274 | $1.38B | 8 | 2026-03-31 | → |
| 1042 | TURNING ROCK PARTNERS, L.P. | NEW YORK | 287608 | $1.38B | 21 | 2026-03-31 | → |
| 1043 | BRIARWOOD CHASE MANAGEMENT LLC | NEW YORK | 170245 | $1.37B | 15 | 2026-04-30 | → |
| 1044 | ARCADIA INVESTMENT PARTNERS LLC | NEW YORK | 161426 | $1.37B | 8 | 2026-03-31 | → |
| 1045 | ONYX BRIDGE WEALTH GROUP LLC | TARRYTOWN | 306097 | $1.37B | 32 | 2026-05-31 | → |
| 1046 | NEXT LEVEL PRIVATE LLC | HARRISON | 313247 | $1.37B | 16 | 2026-03-31 | → |
| 1047 | HOLLOW BROOK WEALTH MANAGEMENT LLC | KATONAH | 145521 | $1.37B | 18 | 2026-03-31 | → |
| 1048 | ORIBEL CAPITAL MANAGEMENT, LP | NEW YORK | 283118 | $1.37B | 11 | 2026-03-31 | → |
| 1049 | 10T HOLDINGS, LLC | NEW YORK | 313081 | $1.36B | 17 | 2025-08-31 | → |
| 1050 | SGROI WEALTH ADVISORY GROUP LLC | WEST SENECA | 289764 | $1.36B | 27 | 2026-02-28 | → |
| 1051 | ALLY BRIDGE GROUP (PE) LLC | NEW YORK | 315273 | $1.35B | 18 | 2025-03-31 | → |
| 1052 | INNOVATUS CAPITAL PARTNERS, LLC | NEW YORK | 281928 | $1.35B | 20 | 2026-03-31 | → |
| 1053 | 12 WEST CAPITAL MANAGEMENT LP | NEW YORK | 160197 | $1.35B | 11 | 2026-03-31 | → |
| 1054 | GREENPOINT GROUP, LP | NEW YORK | 310532 | $1.35B | 13 | 2026-05-31 | → |
| 1055 | ORANGEWOOD PARTNERS MANAGEMENT LLC | NEW YORK | 282292 | $1.34B | 15 | 2026-03-31 | → |
| 1056 | PAYNE CAPITAL MANAGEMENT, LLC | NEW YORK | 147119 | $1.34B | 17 | 2026-03-31 | → |
| 1057 | FCO ADVISORS LP | NEW YORK | 290182 | $1.34B | 11 | 2026-03-31 | → |
| 1058 | VERSOR INVESTMENTS LP | NEW YORK | 171663 | $1.34B | 59 | 2025-11-30 | → |
| 1059 | NEWLIGHT PARTNERS LP | NEW YORK | 296190 | $1.32B | 19 | 2026-05-31 | → |
| 1060 | NORTH CASTLE PARTNERS, LLC | NEW YORK | 158213 | $1.32B | 13 | 2026-04-30 | → |
| 1061 | RIVER PARTNERS CAPITAL MANAGEMENT, LP | NEW YORK | 172496 | $1.32B | 13 | 2026-06-30 | → |
| 1062 | AWM INVESTMENT COMPANY INC | NEW YORK | 110346 | $1.32B | 14 | 2026-03-31 | → |
| 1063 | OTRO CAPITAL MANAGEMENT, LLC | NEW YORK | 327232 | $1.32B | 11 | 2026-03-31 | → |
| 1064 | RCM GA MANAGER LLC | NEW YORK | 331637 | $1.31B | 71 | 2026-03-31 | → |
| 1065 | METACAPITAL MANAGEMENT, L.P. | NEW YORK | 138405 | $1.31B | 8 | 2026-03-31 | → |
| 1066 | DB ADVISORY AMERICA, LIMITED(LTD) | NEW YORK | 313938 | $1.30B | 2 | 2026-01-31 | → |
| 1067 | CALIGAN PARTNERS, LP | NEW YORK | 289887 | $1.30B | 5 | 2026-05-31 | → |
| 1068 | SAGEWIND CAPITAL LLC | NEW YORK | 288855 | $1.30B | 13 | 2026-03-31 | → |
| 1069 | PINNACLE INVESTMENTS, LLC | EAST SYRACUSE | 142910 | $1.29B | 60 | 2026-06-30 | → |
| 1070 | SIO CAPITAL MANAGEMENT, LLC | NEW YORK | 165989 | $1.29B | 13 | 2026-03-31 | → |
| 1071 | ACADEMY ASSET MANAGEMENT, LLC | NEW YORK | 319774 | $1.29B | 13 | 2026-02-28 | → |
| 1072 | WAHED INVEST LLC | NEW YORK | 242793 | $1.29B | 9 | 2026-06-30 | → |
| 1073 | OBSIDIAN CIO, LLC | NEW YORK | 289000 | $1.28B | 6 | 2026-06-30 | → |
| 1074 | NEW LEGACY GROUP, LLC | NEW YORK | 160969 | $1.28B | 17 | 2026-06-30 | → |
| 1075 | SAGEHALL MANAGEMENT LP | NEW YORK | 314770 | $1.27B | 16 | 2026-03-31 | → |
| 1076 | GREENLIGHT MASTERS, LLC | NEW YORK | 157082 | $1.27B | 2 | 2026-03-31 | → |
| 1077 | MADISON RIVER CAPITAL LLC | NEW YORK | 286411 | $1.26B | 14 | 2026-03-31 | → |
| 1078 | CHEMISTRY WEALTH MANAGEMENT LLC | NEW YORK | 316069 | $1.26B | 11 | 2026-03-31 | → |
| 1079 | ENTERPRISE INVESTORS CORPORATION | NEW YORK | 160833 | $1.26B | 36 | 2026-03-31 | → |
| 1080 | OSPRAIE MANAGEMENT, LLC | RYE | 305479 | $1.26B | 20 | 2026-03-31 | → |
| 1081 | HARVEY CAPITAL PARTNERS, L.P. | NEW YORK | 327590 | $1.26B | 15 | 2026-03-31 | → |
| 1082 | JAMES J. BURNS & COMPANY, LLC | MELVILLE | 140452 | $1.25B | 17 | 2026-03-31 | → |
| 1083 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | NEW YORK | 156290 | $1.25B | 12 | 2026-04-30 | → |
| 1084 | SUPERSTATE ADVISERS LLC | NEW YORK | 336188 | $1.25B | 33 | 2026-03-31 | → |
| 1085 | NEO IVY CAPITAL MANAGEMENT, LLC | NEW YORK | 284999 | $1.24B | 12 | 2026-03-31 | → |
| 1086 | BLACKBARN CAPITAL PARTNERS LP | NEW YORK | 319137 | $1.24B | 11 | 2026-03-31 | → |
| 1087 | OPAL WEALTH ADVISORS, LLC | JERICHO | 289759 | $1.24B | 20 | 2026-02-28 | → |
| 1088 | AGL US DL MANAGEMENT LLC | NEW YORK | 331398 | $1.24B | 0 | 2026-03-31 | → |
| 1089 | SEVEN GRAND MANAGERS LLC | BRONXVILLE | 310026 | $1.24B | 11 | 2026-03-31 | → |
| 1090 | PLATFORM TECHNOLOGY PARTNERS LLC | LOCUST VALLEY | 305602 | $1.23B | 12 | 2026-03-31 | → |
| 1091 | LEGACY EDGE ADVISORS, LLC | SYOSSET | 328064 | $1.23B | 18 | 2026-04-30 | → |
| 1092 | CENTRE PARTNERS MANAGEMENT LLC | NEW YORK | 109534 | $1.23B | 23 | 2026-03-31 | → |
| 1093 | HARVEY PARTNERS, LLC | TARRYTOWN | 160681 | $1.23B | 5 | 2026-03-31 | → |
| 1094 | PRELUDE GROWTH PARTNERS MANAGEMENT COMPANY, LLC | NEW YORK | 293249 | $1.22B | 12 | 2026-03-31 | → |
| 1095 | WATER ISLAND CAPITAL,LLC | NEW YORK | 113358 | $1.22B | 26 | 2026-03-31 | → |
| 1096 | ICAPITAL REGISTERED FUND ADVISER LLC | NEW YORK | 310587 | $1.22B | 162 | 2026-04-30 | → |
| 1097 | SOA WEALTH ADVISORS, LLC | NEW YORK | 310448 | $1.22B | 20 | 2026-03-31 | → |
| 1098 | BMO CAPITAL MARKETS CORP. | NEW YORK | 16686 | $1.21B | 1,275 | 2025-09-30 | → |
| 1099 | TOKIO MARINE ASSET MANAGEMENT (USA), LTD. | NEW YORK | 158632 | $1.21B | 16 | 2026-04-30 | → |
| 1100 | BRIGHTSPIRE CAPITAL ADVISORS, LLC | NEW YORK | 312908 | $1.20B | 47 | 2026-03-31 | → |
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