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 | |
|---|---|---|---|---|---|---|---|
| 1101 | BLUEMOUNTAIN FUJI MANAGEMENT, LLC | NEW YORK | 286502 | $1.20B | 0 | 2026-03-31 | → |
| 1102 | BREAKOUT CAPITAL PARTNERS LP | NEW YORK | 321224 | $1.20B | 16 | 2026-03-31 | → |
| 1103 | FLATIRON RR LLC, MANAGER SERIES | NEW YORK | 314505 | $1.20B | 19 | 2026-03-31 | → |
| 1104 | GLOBAL EVOLUTION USA, LLC | NEW YORK | 161677 | $1.19B | 24 | 2026-06-30 | → |
| 1105 | POLUS CAPITAL MANAGEMENT (US) INC. | NEW YORK | 323283 | $1.18B | 18 | 2026-03-31 | → |
| 1106 | CROSS LAKE PARTNERS LP | NEW YORK | 297215 | $1.18B | 13 | 2026-03-31 | → |
| 1107 | ARLON ADVISOR LLC | NEW YORK | 160635 | $1.18B | 60 | 2026-06-30 | → |
| 1108 | OCTAGON CAPITAL ADVISORS LP | NEW YORK | 306424 | $1.18B | 10 | 2026-03-31 | → |
| 1109 | AUDAX PDB MANAGEMENT COMPANY, LLC | NEW YORK | 333812 | $1.17B | 249 | 2026-03-31 | → |
| 1110 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | NEW YORK | 150529 | $1.17B | 20 | 2026-03-31 | → |
| 1111 | WILLOW TREE CAPITAL CORP ADVISORS LLC | NEW YORK | 328528 | $1.17B | 21 | 2026-03-31 | → |
| 1112 | VSS FUND MANAGEMENT LLC | NEW YORK | 156600 | $1.17B | 31 | 2026-03-31 | → |
| 1113 | SPACE CAPITAL MANAGEMENT LLC | NEW YORK | 287867 | $1.17B | 6 | 2026-03-31 | → |
| 1114 | REAGAN COMPANIES ASSET MANAGEMENT, INC | SYRACUSE | 161648 | $1.16B | 9 | 2026-06-30 | → |
| 1115 | KENNEDY LEWIS CAPITAL HOLDINGS LLC | NEW YORK | 324025 | $1.16B | 144 | 2026-03-31 | → |
| 1116 | GENERATION CAPITAL MANAGEMENT LLC | PITTSFORD | 128523 | $1.15B | 4 | 2026-03-31 | → |
| 1117 | KELLEHER FINANCIAL ADVISORS, LLC | NEW YORK | 126021 | $1.15B | 13 | 2026-04-30 | → |
| 1118 | COOPER/HAIMS ADVISORS, LLC | VICTOR | 124122 | $1.15B | 19 | 2026-04-30 | → |
| 1119 | ATW PARTNERS LLC | NEW YORK | 283146 | $1.15B | 16 | 2026-05-31 | → |
| 1120 | CORRE PARTNERS MANAGEMENT, LLC | NEW YORK | 161571 | $1.15B | 15 | 2026-03-31 | → |
| 1121 | 1WS CAPITAL ADVISORS, LLC | NEW YORK | 298723 | $1.14B | 9 | 2026-03-31 | → |
| 1122 | MARK ASSET MANAGEMENT LP | NEW YORK | 105691 | $1.14B | 9 | 2026-04-30 | → |
| 1123 | STERLING INVESTORS LP | NEW YORK | 311318 | $1.14B | 15 | 2026-05-31 | → |
| 1124 | 747 CAPITAL, LLC | NEW YORK | 164742 | $1.13B | 13 | 2026-02-28 | → |
| 1125 | ICAPITAL FUND ADVISORS LLC | NEW YORK | 330352 | $1.13B | 165 | 2026-06-30 | → |
| 1126 | ORKILA MANAGEMENT, LLC | NEW YORK | 171242 | $1.13B | 9 | 2026-03-31 | → |
| 1127 | ELLEVEST, INC. | NEW YORK | 175476 | $1.13B | 19 | 2026-06-30 | → |
| 1128 | EDGE PRINCIPAL ADVISORS, LLC | NEW YORK | 158273 | $1.13B | 11 | 2026-04-30 | → |
| 1129 | TRISPAN (USA) LLC | NEW YORK | 305501 | $1.13B | 11 | 2026-04-30 | → |
| 1130 | INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC | NEW YORK | 306860 | $1.12B | 5 | 2026-05-31 | → |
| 1131 | BLACKROCK REALTY ADVISORS INC | NEW YORK | 109457 | $1.12B | 56 | 2026-06-30 | → |
| 1132 | OVERBROOK MANAGEMENT CORPORATION | NEW YORK | 117884 | $1.12B | 17 | 2026-04-30 | → |
| 1133 | MARKETS INFRASTRUCTURE PARTNERS LP | NEW YORK | 335487 | $1.11B | 6 | 2026-05-31 | → |
| 1134 | BENCHSTONE CAPITAL MANAGEMENT LP | NEW YORK | 329873 | $1.11B | 10 | 2026-03-31 | → |
| 1135 | LYRIC CAPITAL MANAGEMENT GROUP, L.P. | NEW YORK | 299917 | $1.10B | 11 | 2026-03-31 | → |
| 1136 | PKS ADVISORY SERVICES, LLC | ALBANY | 125648 | $1.09B | 45 | 2026-06-30 | → |
| 1137 | MAKARORA MANAGEMENT LP | NEW YORK | 329275 | $1.09B | 19 | 2026-04-30 | → |
| 1138 | TRI LOCUM PARTNERS LP | NEW YORK | 309678 | $1.09B | 8 | 2026-04-30 | → |
| 1139 | KING WEALTH MANAGEMENT GROUP, LLC | SARATOGA SPRINGS | 159550 | $1.08B | 8 | 2026-01-31 | → |
| 1140 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | NEW YORK | 290111 | $1.08B | 33 | 2026-06-30 | → |
| 1141 | MARITIME CAPITAL LLC | NEW YORK | 161112 | $1.08B | 12 | 2026-03-31 | → |
| 1142 | PIVOTAL ADVISORS LLC | NEW YORK | 310612 | $1.07B | 4 | 2026-03-31 | → |
| 1143 | PINNBROOK CAPITAL MANAGEMENT LP | NEW YORK | 312827 | $1.07B | 13 | 2026-03-31 | → |
| 1144 | PENSO ADVISORS, LLC | NEW YORK | 158297 | $1.06B | 10 | 2026-03-31 | → |
| 1145 | FIR TREE CAPITAL MANAGEMENT LP | NEW YORK | 156651 | $1.06B | 19 | 2025-05-31 | → |
| 1146 | BEEKMAN INVESTMENT ADVISORS, LLC | NEW YORK | 163519 | $1.06B | 12 | 2026-05-31 | → |
| 1147 | GIA PARTNERS, LLC. | NEW YORK | 151207 | $1.06B | 10 | 2026-03-31 | → |
| 1148 | SEER CAPITAL MANAGEMENT LP | NEW YORK | 152164 | $1.06B | 23 | 2026-03-31 | → |
| 1149 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | PITTSFORD | 151590 | $1.06B | 9 | 2026-03-31 | → |
| 1150 | GRIFFIN ASSET MANAGEMENT, LLC | NEW YORK | 104548 | $1.05B | 10 | 2026-02-28 | → |
| 1151 | FREEDOM 3 CAPITAL, LLC | NEW YORK | 170786 | $1.05B | 19 | 2026-03-31 | → |
| 1152 | NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. | NEW YORK | 116837 | $1.05B | 4 | 2026-05-31 | → |
| 1153 | WHITEFORT CAPITAL MANAGEMENT, LP | NEW YORK | 288534 | $1.05B | 11 | 2026-03-31 | → |
| 1154 | PETIOLE USA LIMITED | NEW YORK | 159788 | $1.05B | 7 | 2026-03-31 | → |
| 1155 | MACK REAL ESTATE CREDIT STRATEGIES, L.P. | NEW YORK | 167609 | $1.05B | 70 | 2026-03-31 | → |
| 1156 | MATAURO, LLC | NEW YORK | 333038 | $1.05B | 16 | 2026-04-30 | → |
| 1157 | HIGH PROBABILITY ADVISORS, LLC | PITTSFORD | 289541 | $1.05B | 16 | 2026-05-31 | → |
| 1158 | STELAC CAPITAL PARTNERS LLC | NEW YORK | 163081 | $1.04B | 2 | 2026-05-31 | → |
| 1159 | STERLING INVESTMENT COUNSEL, LLC | BUFFALO | 282624 | $1.03B | 9 | 2026-05-31 | → |
| 1160 | THEOREM PARTNERS LLC | NEW YORK | 281280 | $1.03B | 121 | 2026-06-30 | → |
| 1161 | BURNS J W & CO INC | DEWITT | 107835 | $1.03B | 8 | 2026-04-30 | → |
| 1162 | VESTWELL ADVISORS LLC | NEW YORK | 284173 | $1.03B | 30 | 2026-04-30 | → |
| 1163 | THAYER STREET PARTNERS MANAGEMENT, LLC | NEW YORK | 170763 | $1.02B | 8 | 2026-03-31 | → |
| 1164 | SAW MILL CAPITAL L.L.C. | BRIARCLIFF MANOR | 156472 | $1.02B | 25 | 2026-03-31 | → |
| 1165 | ALPINE GROVE PARTNERS LLP | NEW YORK | 157485 | $1.02B | 21 | 2026-03-31 | → |
| 1166 | NEWBROOK CAPITAL ADVISORS LP | NEW YORK | 138930 | $1.02B | 6 | 2026-03-31 | → |
| 1167 | ISOMETRY CAPITAL, LLC | NEW YORK | 307544 | $1.01B | 16 | 2026-03-31 | → |
| 1168 | 10X CAPITAL PARTNERS LLC | NEW YORK | 332547 | $1.01B | 2 | 2026-03-31 | → |
| 1169 | VECTORS RESEARCH MANAGEMENT LLC | NEW YORK | 137772 | $1.01B | 4 | 2026-03-31 | → |
| 1170 | NOMURA ASSET MANAGEMENT U.S.A. INC | NEW YORK | 108222 | $1.01B | 26 | 2026-06-30 | → |
| 1171 | THE NORTHSTAR GROUP, INC. | NEW YORK | 110409 | $1.01B | 6 | 2026-03-31 | → |
| 1172 | THE QUARRY LP | NEW YORK | 323449 | $1.01B | 11 | 2026-03-31 | → |
| 1173 | FINCADIA ADVISORS LLC | MELVILLE | 338396 | $1.00B | 3 | 2026-03-31 | → |
| 1174 | SEEDS INVESTOR LLC | NEW YORK | 308909 | $1.00B | 25 | 2026-06-30 | → |
| 1175 | TYRIAN INVESTMENTS, L.P. | NEW YORK | 160325 | $1.00B | 8 | 2024-12-31 | → |
| 1176 | DAWSON PARTNERS (US) INC. | NEW YORK | 339430 | $999.1M | 231 | 2026-06-30 | → |
| 1177 | NEXWAVE CAPITAL PARTNERS LLC | NEW YORK | 241788 | $997.8M | 16 | 2026-03-31 | → |
| 1178 | PASSIVE CAPITAL MANAGEMENT, LLC | SYRACUSE | 142870 | $996.9M | 8 | 2026-01-31 | → |
| 1179 | FIVE ARROWS MANAGERS (USA) LLC | NEW YORK | 286195 | $994.0M | 45 | 2026-03-31 | → |
| 1180 | CANDER ASSET MANAGEMENT LP | NEW YORK | 337596 | $989.0M | 3 | 2026-03-31 | → |
| 1181 | SCULPTOR ADVISORS LLC | NEW YORK | 319598 | $989.0M | 334 | 2026-03-31 | → |
| 1182 | MAN GLOBAL PRIVATE MARKETS (USA) INC. | NEW YORK | 284066 | $988.2M | 10 | 2026-04-30 | → |
| 1183 | FINE CAPITAL PARTNERS, L.P. | NEW YORK | 156889 | $986.0M | 4 | 2026-05-31 | → |
| 1184 | PAGAYA INVESTMENTS US LLC | NEW YORK | 299672 | $985.4M | 121 | 2026-06-30 | → |
| 1185 | ASTORIA PORTFOLIO ADVISORS LLC | NEW YORK | 288271 | $977.6M | 9 | 2026-03-31 | → |
| 1186 | KEYFRAME CAPITAL PARTNERS, L.P. | NEW YORK | 305812 | $977.3M | 8 | 2026-03-31 | → |
| 1187 | NIGHT SQUARED LP | NEW YORK | 333933 | $976.1M | 14 | 2026-05-31 | → |
| 1188 | SATOVSKY ASSET MANAGEMENT LLC | NEW YORK | 143519 | $974.8M | 12 | 2026-04-30 | → |
| 1189 | LEBENTHAL GLOBAL ADVISORS, LLC | HAUPPAUGE | 283303 | $971.8M | 30 | 2026-03-31 | → |
| 1190 | CREWCIAL PARTNERS LLC | NEW YORK | 131570 | $971.6M | 45 | 2026-04-30 | → |
| 1191 | CIRRUS REAL ESTATE PARTNERS LP | NEW YORK | 323210 | $970.1M | 21 | 2026-05-31 | → |
| 1192 | FIRST SENTIER INVESTORS (US) LLC | NEW YORK | 170739 | $968.6M | 44 | 2026-05-31 | → |
| 1193 | ODEON CAPITAL ADVISORS LLC | NEW YORK | 307619 | $967.5M | 14 | 2026-03-31 | → |
| 1194 | PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP | NEW YORK | 288664 | $966.5M | 16 | 2026-03-31 | → |
| 1195 | CURIAM CAPITAL LLC | NEW YORK | 305220 | $964.7M | 7 | 2026-03-31 | → |
| 1196 | GRACE & WHITE, INC | NEW YORK | 110761 | $964.2M | 5 | 2026-05-31 | → |
| 1197 | CLEARLIST CAPITAL LLC | NEW YORK | 329206 | $959.8M | 8 | 2026-06-30 | → |
| 1198 | KINGDON CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 157509 | $959.8M | 19 | 2026-03-31 | → |
| 1199 | MARIDEA WEALTH MANAGEMENT LLC | BROOKLYN | 325523 | $958.7M | 48 | 2026-06-30 | → |
| 1200 | EOS MANAGEMENT, L.P. | NEW YORK | 158090 | $957.1M | 18 | 2026-03-31 | → |
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