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 | |
|---|---|---|---|---|---|---|---|
| 1301 | SAFANAD INC. | NEW YORK | 170969 | $779.8M | 31 | 2026-03-31 | → |
| 1302 | GOALVEST ADVISORY LLC | NEW YORK | 285374 | $777.6M | 10 | 2026-03-31 | → |
| 1303 | SNOW PHIPPS GROUP, LLC | NEW YORK | 158024 | $777.1M | 2 | 2026-05-31 | → |
| 1304 | GRAFINE CAPITAL HOLDINGS LLC | NEW YORK | 309490 | $775.0M | 14 | 2026-03-31 | → |
| 1305 | AMPFIELD MANAGEMENT, L.P. | NEW YORK | 292722 | $774.0M | 8 | 2026-04-30 | → |
| 1306 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | GARDEN CITY | 152689 | $773.9M | 7 | 2026-02-28 | → |
| 1307 | LODGE HILL CAPITAL, LLC | NEW YORK | 165973 | $768.3M | 4 | 2026-03-31 | → |
| 1308 | APAX PARTNERS US, LLC | NEW YORK | 157110 | $768.3M | 133 | 2026-06-30 | → |
| 1309 | COMPASS ADVISORY GROUP LLC | MELVILLE | 288256 | $767.5M | 7 | 2026-02-28 | → |
| 1310 | WISDOMTREE DIGITAL MANAGEMENT, INC. | NEW YORK | 322139 | $766.0M | 6 | 2026-03-31 | → |
| 1311 | COINFUND MANAGEMENT LLC | NEW YORK | 312302 | $766.0M | 18 | 2026-06-30 | → |
| 1312 | BUFFALO BUSINESS & ESTATE SERVICES LTD | ORCHARD PARK | 337303 | $764.9M | 15 | 2026-01-31 | → |
| 1313 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | NEW YORK | 120109 | $763.7M | 16 | 2026-03-31 | → |
| 1314 | STONECASTLE ADVISORS, LLC | NEW YORK | 132495 | $763.4M | 6 | 2026-03-31 | → |
| 1315 | PERENNIAL ADVISORS, LLC | NEW YORK | 168859 | $761.9M | 5 | 2026-03-31 | → |
| 1316 | STEMPOINT CAPITAL LP | NEW YORK | 324248 | $761.3M | 7 | 2026-03-31 | → |
| 1317 | INDEPENDENT FAMILY OFFICE, LLC | ALBANY | 144811 | $760.1M | 19 | 2026-04-30 | → |
| 1318 | RIVA RIDGE CAPITAL MANAGEMENT LP | NEW YORK | 137716 | $757.5M | 8 | 2026-03-31 | → |
| 1319 | SUMMIT STREET CAPITAL MANAGEMENT, LLC | NEW YORK | 160129 | $757.5M | 5 | 2026-03-31 | → |
| 1320 | MILL HILL CAPITAL LLC | NEW YORK | 269882 | $757.2M | 6 | 2026-03-31 | → |
| 1321 | ALIGHT CAPITAL MANAGEMENT LP | NEW YORK | 174705 | $754.4M | 6 | 2026-03-31 | → |
| 1322 | ROCKLINE WEALTH MANAGEMENT LLC | ISLIP TERRACE | 324004 | $749.6M | 4 | 2026-02-28 | → |
| 1323 | CYTIUM INVESTMENT MANAGEMENT, LLC | NEW YORK | 327890 | $749.0M | 3 | 2026-04-30 | → |
| 1324 | LNK PARTNERS, LLC | WHITE PLAINS | 157725 | $748.6M | 2 | 2026-03-31 | → |
| 1325 | SHERBROOKE PARK ADVISERS LLC | WHITE PLAINS | 323576 | $748.3M | 5 | 2025-03-31 | → |
| 1326 | DERBY LANE PARTNERS LP | NEW YORK | 334739 | $746.3M | 12 | 2026-04-30 | → |
| 1327 | FIREBIRD MANAGEMENT, LLC | NEW YORK | 136559 | $745.0M | 9 | 2026-03-31 | → |
| 1328 | OLD FARM PARTNERS LP | NEW YORK | 283573 | $744.2M | 6 | 2026-03-31 | → |
| 1329 | SCIENS WATER OPPORTUNITIES MANAGEMENT LLC | NEW YORK | 299986 | $743.5M | 15 | 2026-06-30 | → |
| 1330 | QUAD PARTNERS LLC | NEW YORK | 160097 | $743.4M | 11 | 2026-03-31 | → |
| 1331 | HUNTERS MOON CAPITAL (US) LP | NEW YORK | 339386 | $734.5M | 4 | 2026-04-30 | → |
| 1332 | SC MANAGEMENT LLC | NEW YORK | 311359 | $732.6M | 12 | 2026-03-31 | → |
| 1333 | COMPOUND ADVISORS, LLC | NEW YORK | 165300 | $732.3M | 7 | 2026-06-30 | → |
| 1334 | ASTARA CAPITAL PARTNERS, L.P. | NEW YORK | 317647 | $731.9M | 19 | 2026-05-31 | → |
| 1335 | CARBON DIRECT CAPITAL MANAGEMENT LLC | NEW YORK | 317548 | $729.6M | 15 | 2026-04-30 | → |
| 1336 | UNOFFICIAL MANAGEMENT, INC. | NEW YORK | 306409 | $729.2M | 12 | 2026-05-31 | → |
| 1337 | LESKO SECURITIES, INC. | VESTAL | 10091 | $728.5M | 22 | 2026-03-31 | → |
| 1338 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | SARATOGA SPRINGS | 151237 | $722.9M | 10 | 2026-05-31 | → |
| 1339 | DECAGON ASSET MANAGEMENT (US) LP | NEW YORK | 322135 | $720.8M | 2 | 2026-06-30 | → |
| 1340 | DOPKINS WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 124209 | $717.0M | 6 | 2026-06-30 | → |
| 1341 | AISLING CAPITAL MANAGEMENT LP | NEW YORK | 269994 | $716.4M | 12 | 2026-03-31 | → |
| 1342 | GRANT AVENUE CAPITAL LLC | NEW YORK | 313104 | $716.1M | 14 | 2026-05-31 | → |
| 1343 | DAVERN CAPITAL PARTNERS, LP | NEW YORK | 323018 | $715.1M | 4 | 2026-03-31 | → |
| 1344 | BRYCE POINT CAPITAL LLC | SCARSDALE | 330065 | $713.1M | 3 | 2025-02-28 | → |
| 1345 | COVISION ADVISORS LLC | NEW YORK | 285328 | $708.4M | 8 | 2026-03-31 | → |
| 1346 | NORTHCAPE WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 312350 | $706.1M | 6 | 2026-04-30 | → |
| 1347 | ENTRYPOINT CAPITAL, LLC | NEW YORK | 313946 | $700.3M | 10 | 2026-03-31 | → |
| 1348 | COVALIS CAPITAL (AMERICA) LLC | NEW YORK | 286139 | $699.6M | 5 | 2024-12-31 | → |
| 1349 | MALTESE CAPITAL MANAGEMENT, LLC | NEW YORK | 138175 | $695.7M | 17 | 2026-03-31 | → |
| 1350 | WEMBLEY STRATEGIC ADVISORY LLC | NEW YORK | 305692 | $695.2M | 2 | 2026-05-31 | → |
| 1351 | HIGH FALLS ADVISORS, INC. | ROCHESTER | 108678 | $694.7M | 17 | 2026-03-31 | → |
| 1352 | MONEDA USA, INC. | NEW YORK | 157833 | $694.0M | 5 | 2026-05-31 | → |
| 1353 | NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC | NEW YORK | 321208 | $690.1M | 10 | 2026-03-31 | → |
| 1354 | INTERVEST CAPITAL PARTNERS LLC | NEW YORK | 159681 | $689.3M | 38 | 2026-03-31 | → |
| 1355 | EAST END FINANCIAL GROUP, INC. | RIVERHEAD | 110584 | $689.2M | 12 | 2026-02-28 | → |
| 1356 | 9YARDS CAPITAL MANAGEMENT LP | NEW YORK | 299727 | $687.6M | 9 | 2026-03-31 | → |
| 1357 | TOPSPIN MANAGEMENT COMPANY LBO LLC | MAMARONECK | 161399 | $685.6M | 10 | 2026-03-31 | → |
| 1358 | BELLTOWER PARTNERS LLC | NEW YORK | 333385 | $681.4M | 5 | 2026-03-31 | → |
| 1359 | EAGLE BAY ADVISORS LLC | NEW YORK | 281675 | $680.8M | 15 | 2026-04-30 | → |
| 1360 | BRYANT WOODS INVESTMENT ADVISORS, LLC | GETZVILLE | 109379 | $679.7M | 8 | 2026-03-31 | → |
| 1361 | CASTLE HARLAN, INC. | NEW YORK | 158106 | $678.0M | 27 | 2026-03-31 | → |
| 1362 | GOOD SPRINGS CAPITAL LP | NEW YORK | 326803 | $677.9M | 8 | 2026-03-31 | → |
| 1363 | DLJ REAL ESTATE CAPITAL PARTNERS, LLC | NEW YORK | 106238 | $673.0M | 8 | 2026-03-31 | → |
| 1364 | WARANA CAPITAL, LLC | NEW YORK | 288311 | $672.9M | 14 | 2026-03-31 | → |
| 1365 | ACHIEVE PARTNERS MANAGEMENT, LLC | NEW YORK | 299883 | $672.3M | 12 | 2026-03-31 | → |
| 1366 | SPIRE CAPITAL MANAGEMENT LLC | NEW YORK | 161581 | $671.5M | 10 | 2026-03-31 | → |
| 1367 | MONTROSE ADVISORS INCORPORATED | NEW YORK | 105918 | $670.8M | 5 | 2026-03-31 | → |
| 1368 | DYNASTY EQUITY PARTNERS MANAGEMENT, LLC | NEW YORK | 327607 | $669.8M | 14 | 2026-03-31 | → |
| 1369 | SAXON WOODS ADVISORS LLC | PURCHASE | 109686 | $669.6M | 12 | 2026-03-31 | → |
| 1370 | PAVE INVESTMENT ADVISORS, LLC. | NEW YORK | 322420 | $669.6M | 7 | 2026-06-30 | → |
| 1371 | STONE TEMPLE PARTNERS LLC | NEW YORK | 332833 | $668.7M | 14 | 2026-06-30 | → |
| 1372 | RADIAL EQUITY PARTNERS LP | NEW YORK | 308513 | $668.5M | 19 | 2026-03-31 | → |
| 1373 | A.W. JONES ADVISORS, LLC | NEW YORK | 161260 | $667.0M | 6 | 2026-05-31 | → |
| 1374 | OPENGATE CAPITAL MANAGEMENT, LLC | NEW YORK | 213518 | $666.8M | 25 | 2026-03-31 | → |
| 1375 | HIDDENITE CAPITAL PARTNERS LP | NEW YORK | 309942 | $665.8M | 4 | 2026-05-31 | → |
| 1376 | RICHMOND HILL INVESTMENTS, LLC | NEW YORK | 160762 | $663.1M | 7 | 2025-04-30 | → |
| 1377 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | ITHACA | 145355 | $654.4M | 5 | 2026-03-31 | → |
| 1378 | AUSTRALIS PARTNERS (ADVISERS) LLC | NEW YORK | 175505 | $651.8M | 8 | 2026-03-31 | → |
| 1379 | OCO CAPITAL PARTNERS LP | NEW YORK | 299461 | $651.8M | 4 | 2026-03-31 | → |
| 1380 | WEBER ASSET MANAGEMENT, INC. | LAKE SUCCESS | 106267 | $651.5M | 8 | 2026-03-31 | → |
| 1381 | NOMURA CAPITAL MANAGEMENT LLC | NEW YORK | 324417 | $651.3M | 167 | 2026-06-30 | → |
| 1382 | ROSECLIFF VENTURE MANAGEMENT, LLC | NEW YORK | 300188 | $649.8M | 10 | 2026-06-30 | → |
| 1383 | ALTUM CAPITAL MANAGEMENT, LLC | NEW YORK | 160123 | $647.8M | 20 | 2026-03-31 | → |
| 1384 | STANDARD GENERAL L.P. | NEW YORK | 151831 | $647.3M | 6 | 2026-03-31 | → |
| 1385 | SSW PARTNERS LP | NEW YORK | 325761 | $646.4M | 5 | 2026-03-31 | → |
| 1386 | CADENT MANAGEMENT SERVICES, LLC | RYE BROOK | 157559 | $643.5M | 2 | 2026-03-31 | → |
| 1387 | KARYA CAPITAL MANAGEMENT LLC | NEW YORK | 160413 | $643.5M | 4 | 2026-03-31 | → |
| 1388 | JONES HILL CAPITAL LP | NEW YORK | 339686 | $642.4M | 8 | 2026-05-31 | → |
| 1389 | SIMCOE CAPITAL MANAGEMENT, LLC | NEW YORK | 161985 | $633.8M | 5 | 2026-03-31 | → |
| 1390 | KICKSTAND VENTURES, LLC | PITTSFORD | 327022 | $633.5M | 7 | 2026-06-30 | → |
| 1391 | EVEREST CONSULTANTS, LLC | SYRACUSE | 128474 | $633.1M | 5 | 2025-03-31 | → |
| 1392 | G2 INVESTMENT PARTNERS MANAGEMENT LLC | NEW YORK | 163921 | $630.2M | 10 | 2026-03-31 | → |
| 1393 | ARGENTEM CREEK PARTNERS LP | NEW YORK | 282070 | $628.4M | 12 | 2026-03-31 | → |
| 1394 | RIALTO WEALTH MANAGEMENT, LLC | SYRACUSE | 319411 | $625.9M | 7 | 2026-03-31 | → |
| 1395 | MACHINE INVESTMENT GROUP, LP | NEW YORK | 315219 | $623.7M | 13 | 2026-03-31 | → |
| 1396 | STAPLE STREET CAPITAL MANAGEMENT, L.P. | NEW YORK | 173785 | $622.2M | 24 | 2026-03-31 | → |
| 1397 | GATEWOOD CAPITAL MANAGEMENT LLC | NEW YORK | 282128 | $622.0M | 8 | 2026-03-31 | → |
| 1398 | RIVERMONT CAPITAL MANAGEMENT LP | NEW YORK | 311888 | $617.9M | 5 | 2026-03-31 | → |
| 1399 | GREENBUSH FINANCIAL GROUP, LLC | ALBANY | 125500 | $616.5M | 6 | 2026-01-31 | → |
| 1400 | KETTLE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 163722 | $615.5M | 8 | 2026-03-31 | → |
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