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 | |
|---|---|---|---|---|---|---|---|
| 1701 | TENCORE PARTNERS, LP | NEW YORK | 299327 | $354.0M | 5 | 2026-04-30 | → |
| 1702 | COLLEY ASSET MANAGEMENT, INC. | SARATOGA SPRINGS | 111837 | $353.6M | 1 | 2025-03-31 | → |
| 1703 | NEXT MANAGEMENT ADVISORS, LLC | NEW YORK | 324644 | $353.1M | 5 | 2026-04-30 | → |
| 1704 | JONES ROAD CAPITAL MANAGEMENT, L.P. | NEW YORK | 296822 | $350.4M | 6 | 2026-03-31 | → |
| 1705 | SYKON CAPITAL LLC | HARRISON | 326728 | $350.1M | 8 | 2026-06-30 | → |
| 1706 | SPX CAPITAL MANAGEMENT LLC | NEW YORK | 297944 | $350.0M | 9 | 2026-03-31 | → |
| 1707 | GUGGENHEIM PRIVATE INVESTMENTS, LLC | NEW YORK | 331479 | $349.5M | 5 | 2026-03-31 | → |
| 1708 | TRILL IMPACT ADVISORY INC. | NEW YORK | 328179 | $348.2M | 5 | 2026-03-31 | → |
| 1709 | UNITED FINANCIAL PLANNING GROUP LLC | HAUPPAUGE | 149843 | $347.5M | 8 | 2026-05-31 | → |
| 1710 | VEDANTA MANAGEMENT, L.P. | NEW YORK | 160685 | $345.6M | 6 | 2026-05-31 | → |
| 1711 | CONTINUUM WEALTH ADVISORS, LLC | SARATOGA SPRINGS | 152895 | $345.6M | 7 | 2026-03-31 | → |
| 1712 | PLACEHOLDER MANAGEMENT, LLC | NEW YORK | 292362 | $345.4M | 7 | 2026-02-28 | → |
| 1713 | BOURNE LENT ASSET MANAGEMENT, INC. | PAWLING | 111114 | $343.9M | 4 | 2026-01-31 | → |
| 1714 | FORMULA GROWTH MANAGEMENT CORP | NEW YORK | 285005 | $343.5M | 2 | 2026-04-30 | → |
| 1715 | DIAMETER DCF ADVISOR LLC | NEW YORK | 335395 | $342.6M | 119 | 2026-04-30 | → |
| 1716 | CHICAGO ATLANTIC BDC ADVISERS, LLC | NEW YORK | 312723 | $342.0M | 0 | 2026-03-31 | → |
| 1717 | EAGLEBROOK ADVISORS, INC. | NEW YORK | 304438 | $342.0M | 22 | 2026-03-31 | → |
| 1718 | POST RESCH TALLON GROUP, INC. | PITTSFORD | 156302 | $340.2M | 5 | 2026-03-31 | → |
| 1719 | THE MATHES COMPANY, INC. | NEW YORK | 109288 | $339.8M | 8 | 2026-03-31 | → |
| 1720 | QUANTUM PORTFOLIO MANAGEMENT, LLC | NEW YORK | 326280 | $339.6M | 7 | 2026-04-30 | → |
| 1721 | SUPERSTRING CAPITAL MANAGEMENT LP | NEW YORK | 305743 | $339.5M | 5 | 2026-03-31 | → |
| 1722 | GARNET EQUITY CAPITAL HOLDINGS, INC. | NEW YORK | 161948 | $339.5M | 7 | 2026-02-28 | → |
| 1723 | MILLENNIAL ADVISERS, LLC. | NEW YORK | 170847 | $339.4M | 14 | 2026-03-31 | → |
| 1724 | HEALTH CATALYST CAPITAL MANAGEMENT, LLC | NEW YORK | 282602 | $339.0M | 4 | 2026-04-30 | → |
| 1725 | MORGAN RIO CAPITAL MANAGEMENT, LLC | NEW YORK | 162500 | $338.7M | 4 | 2026-03-31 | → |
| 1726 | 325 CAPITAL LLC | NEW YORK | 310762 | $337.8M | 7 | 2026-03-31 | → |
| 1727 | MUTIMA CAPITAL MANAGEMENT LLC | NEW YORK | 284629 | $337.4M | 3 | 2026-03-31 | → |
| 1728 | CROSS RAPIDS CAPITAL LP | NEW YORK | 313143 | $335.8M | 7 | 2026-03-31 | → |
| 1729 | CION GROSVENOR MANAGEMENT, LLC | NEW YORK | 330199 | $335.2M | 5 | 2026-03-31 | → |
| 1730 | BVP MANAGEMENT COMPANY, LLC | NEW YORK | 307029 | $335.2M | 8 | 2026-03-31 | → |
| 1731 | STONE RUN CAPITAL, LLC | NEW YORK | 152078 | $335.0M | 4 | 2025-04-30 | → |
| 1732 | CENTRAL PINE CAPITAL, LLC | CEDARHURST | 322281 | $332.4M | 5 | 2026-05-31 | → |
| 1733 | PHOENICIAN RESOURCES FUND SPONSOR, LLC | NEW YORK | 304953 | $332.2M | 6 | 2026-03-31 | → |
| 1734 | NOKOTA MANAGEMENT, LP | NEW YORK | 159004 | $332.0M | 1 | 2025-07-31 | → |
| 1735 | OPUS INVESTMENT MANAGEMENT LLC | NEW YORK | 163262 | $331.9M | 8 | 2026-03-31 | → |
| 1736 | GENERAL INNOVATION CAPITAL, LLC | NEW YORK | 331306 | $330.7M | 8 | 2026-05-31 | → |
| 1737 | STELLA POINT CAPITAL, LP | NEW YORK | 290013 | $329.5M | 12 | 2026-03-31 | → |
| 1738 | 501 NORTH, LLC | NEW YORK | 338118 | $329.4M | 9 | 2026-03-31 | → |
| 1739 | OMC FINANCIAL SERVICES LTD | DEWITT | 110528 | $328.5M | 7 | 2026-03-31 | → |
| 1740 | FUKOKU LIFE INTERNATIONAL (AMERICA) INC. | NEW YORK | 284662 | $327.7M | 6 | 2026-04-30 | → |
| 1741 | HUDSON CAPITAL ADVISORY, INC. | BUFFALO | 304163 | $327.7M | 5 | 2026-03-31 | → |
| 1742 | FINANCIAL DECISIONS, LLC | NEW YORK | 107755 | $327.7M | 8 | 2026-06-30 | → |
| 1743 | VINCI PARTNERS USA LLC | NEW YORK | 162399 | $327.0M | 14 | 2026-03-31 | → |
| 1744 | MFG PARTNERS LLC | NEW YORK | 330388 | $326.6M | 8 | 2026-06-30 | → |
| 1745 | HURLEY CAPITAL, LLC | NEW YORK | 130051 | $326.1M | 4 | 2026-03-31 | → |
| 1746 | ALLEGIANT REAL ESTATE CAPITAL, LP | NEW YORK | 285525 | $326.0M | 2 | 2025-10-31 | → |
| 1747 | GALAXY INVESTMENT MANAGEMENT, LLC | UNIONDALE | 281589 | $323.8M | 7 | 2026-03-31 | → |
| 1748 | CARSWELL INVESTMENTS, LLC | EAST SYRACUSE | 158205 | $322.5M | 2 | 2026-03-31 | → |
| 1749 | LANTERN WEALTH ADVISORS, LLC | MELVILLE | 147420 | $319.9M | 26 | 2026-05-31 | → |
| 1750 | ATOMIC INVEST LLC | NEW YORK | 313255 | $319.5M | 21 | 2026-04-30 | → |
| 1751 | HAMILTON SQUARE PARTNERS MANAGEMENT, LP | NEW YORK | 338881 | $319.3M | 5 | 2026-05-31 | → |
| 1752 | GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC | NEW YORK | 288841 | $318.5M | 320 | 2026-04-30 | → |
| 1753 | TRIBUNE INVESTMENT GROUP LP | NEW YORK | 329330 | $318.1M | 4 | 2026-03-31 | → |
| 1754 | TWIN SECURITIES, INC. | NEW YORK | 158318 | $317.7M | 5 | 2026-03-31 | → |
| 1755 | HEARTWOOD FUNDS, LLC | NEW YORK | 136940 | $317.6M | 2 | 2026-03-31 | → |
| 1756 | MACQUARIE CAPITAL PARTNERS, LLC | NEW YORK | 293250 | $317.6M | 80 | 2026-06-30 | → |
| 1757 | GOODE PARTNERS LLC | NEW YORK | 161816 | $317.5M | 7 | 2026-04-30 | → |
| 1758 | THE MUSTICO FINANCIAL GROUP, INC. | ELMIRA | 125763 | $316.5M | 4 | 2026-01-31 | → |
| 1759 | HARVEST MANAGEMENT, L.L.C. | NEW YORK | 124477 | $316.3M | 7 | 2026-03-31 | → |
| 1760 | BEEHOUSE, LLC | NEW YORK | 306095 | $313.6M | 7 | 2024-12-31 | → |
| 1761 | LAGODA INVESTMENT MANAGEMENT, L.P. | NEW YORK | 170961 | $312.6M | 4 | 2026-03-31 | → |
| 1762 | PARKVIEW US LLC | NEW YORK CITY | 160172 | $312.3M | 5 | 2026-02-28 | → |
| 1763 | APS WEALTH MANAGEMENT, LLC | MELVILLE | 298233 | $311.5M | 9 | 2026-05-31 | → |
| 1764 | OPTIMIST VENTURES LLC | NEW YORK | 337808 | $311.3M | 3 | 2026-05-31 | → |
| 1765 | BOUSSARD & GAVAUDAN AMERICA LLC | NEW YORK | 322621 | $311.1M | 6 | 2026-03-31 | → |
| 1766 | SPRING MOUNTAIN CAPITAL, LP | NEW YORK | 119126 | $310.9M | 17 | 2026-04-30 | → |
| 1767 | TWO POINT CAPITAL MANAGEMENT, INC. | PITTSFORD | 131816 | $310.5M | 6 | 2026-03-31 | → |
| 1768 | GENERAL EQUITY HOLDINGS LP | BROOKLYN | 287823 | $310.4M | 3 | 2026-03-31 | → |
| 1769 | HUDSON ADVISOR SERVICES, INC. | BUFFALO | 107769 | $310.1M | 6 | 2026-04-30 | → |
| 1770 | SAMJO MANAGEMENT, LLC | NEW YORK | 326808 | $308.8M | 3 | 2026-03-31 | → |
| 1771 | MERIT FINANCIAL PARTNERS LLC | MASPETH | 141359 | $308.2M | 5 | 2026-03-31 | → |
| 1772 | ALLSQUARE WEALTH MANAGEMENT, LLC | ALBANY | 153591 | $307.8M | 5 | 2026-05-31 | → |
| 1773 | SILVERPEAK REAL ESTATE PARTNERS L.P. | NEW YORK | 156018 | $307.1M | 31 | 2026-03-31 | → |
| 1774 | MOUNTAINEER PARTNERS MANAGEMENT, LLC | NEW YORK | 163089 | $305.7M | 4 | 2026-03-31 | → |
| 1775 | ADALTA CAPITAL MANAGEMENT LLC | NEW YORK | 283771 | $305.5M | 3 | 2026-03-31 | → |
| 1776 | PARADIGM FUNDS ADVISOR LLC | ALBANY | 136481 | $305.1M | 12 | 2026-03-31 | → |
| 1777 | OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC | NEW YORK | 297976 | $305.0M | 3 | 2026-02-28 | → |
| 1778 | COLTRANE ASSET MANAGEMENT, L.P. | NEW YORK | 165131 | $304.0M | 5 | 2026-03-31 | → |
| 1779 | ALBANYADVISOR GROUP LLC | ALBANY | 316226 | $302.8M | 6 | 2026-02-28 | → |
| 1780 | DOMINARI IM LLC | NEW YORK | 334275 | $302.4M | 3 | 2026-06-30 | → |
| 1781 | TCS CAPITAL MANAGEMENT, LLC | NEW YORK | 137257 | $301.2M | 7 | 2024-12-31 | → |
| 1782 | INNOVAHEALTH PARTNERS, LP | NEW YORK | 297788 | $301.0M | 6 | 2026-03-31 | → |
| 1783 | RETIRABLE INC. | NEW YORK | 307472 | $301.0M | 23 | 2026-03-31 | → |
| 1784 | PINNACLE CAPITAL MANAGEMENT, LLC | EAST SYRACUSE | 141661 | $300.5M | 7 | 2026-04-30 | → |
| 1785 | WELLSPRING GBL, LLC | NEW YORK | 312017 | $300.5M | 6 | 2026-06-30 | → |
| 1786 | KRENSAVAGE ASSET MANAGEMENT, LLC | NEW YORK | 168976 | $300.2M | 4 | 2026-03-31 | → |
| 1787 | HILL WINDS CAPITAL, LP | NEW YORK | 284869 | $300.0M | 2 | 2024-12-31 | → |
| 1788 | MQS MANAGEMENT, LLC | NEW YORK | 161238 | $299.4M | 18 | 2026-03-31 | → |
| 1789 | RIVERPARK CAPITAL MANAGEMENT LLC | NEW YORK | 150798 | $299.0M | 17 | 2026-03-31 | → |
| 1790 | CRESCENT HILL PARTNERS LLC | SARATOGA SPRINGS | 166276 | $298.8M | 1 | 2026-01-31 | → |
| 1791 | GS GAMMA ADVISORS, LLC | NEW YORK | 135424 | $298.6M | 4 | 2026-04-30 | → |
| 1792 | CONSELLO MANAGEMENT LP | NEW YORK | 317399 | $298.5M | 13 | 2026-03-31 | → |
| 1793 | ANANYM CAPITAL MANAGEMENT, LP | NEW YORK | 332320 | $297.6M | 7 | 2026-03-31 | → |
| 1794 | INFUSIVE ASSET MANAGEMENT INC. | NEW YORK | 285765 | $295.9M | 10 | 2026-03-31 | → |
| 1795 | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | WEBSTER | 284920 | $294.5M | 14 | 2026-04-30 | → |
| 1796 | BRIZO CAPITAL, LP | NEW YORK | 298102 | $294.5M | 1 | 2026-03-31 | → |
| 1797 | A.R.T. ADVISORS, LLC | NEW YORK | 161643 | $294.2M | 30 | 2026-03-31 | → |
| 1798 | ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. | ELMHURST | 106574 | $293.5M | 3 | 2026-03-31 | → |
| 1799 | PELKONEN AND ASSOCIATES LLC | MELVILLE | 305933 | $293.3M | 4 | 2026-03-31 | → |
| 1800 | MASTERTON CAPITAL MANAGEMENT, LP | NEW YORK | 308917 | $293.1M | 3 | 2026-03-31 | → |
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