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 | |
|---|---|---|---|---|---|---|---|
| 1901 | REYNOLDS CHANNEL MANAGEMENT, L.P. | NEW YORK | 296292 | $233.2M | 4 | 2026-03-31 | → |
| 1902 | SENZAR ASSET MANAGEMENT, LLC | NEW YORK | 163610 | $233.0M | 6 | 2024-12-31 | → |
| 1903 | OBERON ASSET MANAGEMENT, LLC | NEW YORK | 123494 | $232.7M | 4 | 2026-05-31 | → |
| 1904 | TAPPAN STREET PARTNERS LLC | NEW YORK | 158652 | $232.4M | 4 | 2024-12-31 | → |
| 1905 | SHELTER ROCK MANAGEMENT, LLC | JERICHO | 142739 | $232.0M | 6 | 2026-03-31 | → |
| 1906 | DRAPER ASSET MANAGEMENT, LLC | SMITHTOWN | 148136 | $231.0M | 9 | 2026-04-30 | → |
| 1907 | ARCH GLOBAL ADVISORS, LLC | NEW YORK | 297397 | $230.9M | 16 | 2026-06-30 | → |
| 1908 | LIONSHEAD WEALTH MANAGEMENT, LLC | NEW YORK | 288526 | $229.8M | 4 | 2026-03-31 | → |
| 1909 | LONETREE CAPITAL, LLC | NEW YORK | 321784 | $229.3M | 12 | 2026-03-31 | → |
| 1910 | FORSYTH STREET ASSET MANAGEMENT LLC | NEW YORK | 310545 | $228.9M | 9 | 2026-03-31 | → |
| 1911 | HEMISPHERE PARTNERS LLC | NEW YORK | 136535 | $228.9M | 2 | 2026-03-31 | → |
| 1912 | DILATION CAPITAL MANAGEMENT LP | NEW YORK | 307862 | $228.8M | 4 | 2026-03-31 | → |
| 1913 | SPRING BRIDGE MANAGEMENT, L.P. | NEW YORK | 298364 | $228.8M | 6 | 2024-12-31 | → |
| 1914 | BOYAR ASSET MANAGEMENT INC | NEW YORK | 105255 | $228.2M | 9 | 2026-05-31 | → |
| 1915 | BEACON FINANCIAL ADVISORS, INC. | RYE BROOK | 119672 | $228.0M | 4 | 2026-03-31 | → |
| 1916 | MAGNOLIA CAPITAL MANAGEMENT, LTD. | COLD SPRING | 119597 | $227.7M | 4 | 2026-03-31 | → |
| 1917 | R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC. | NEW YORK | 145159 | $227.1M | 1 | 2026-03-31 | → |
| 1918 | SHIKHARA INVESTMENT MANAGEMENT LP | NEW YORK | 329963 | $226.9M | 4 | 2026-05-31 | → |
| 1919 | BQS FINANCIAL ADVISORS, LLC | NEW YORK | 333795 | $226.4M | 7 | 2026-03-31 | → |
| 1920 | CHANGE GLOBAL INVESTMENT, LLC | NEW YORK | 167844 | $226.0M | 9 | 2026-05-31 | → |
| 1921 | SECFI ADVISORY LIMITED | NEW YORK | 306961 | $225.9M | 15 | 2026-06-30 | → |
| 1922 | PROFESSIONAL FINANCIAL STRATEGIES, INC | PITTSFORD | 125580 | $225.8M | 4 | 2026-04-30 | → |
| 1923 | CAIS ADVISORS LLC | NEW YORK | 317466 | $225.3M | 32 | 2026-06-30 | → |
| 1924 | PRATO CAPITAL MANAGEMENT, INC. | WHITE PLAINS | 289917 | $224.6M | 4 | 2026-03-31 | → |
| 1925 | IADVISE PARTNERS LLC | NEW YORK | 168564 | $224.5M | 3 | 2026-04-30 | → |
| 1926 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | FAIRPORT | 289116 | $222.6M | 3 | 2026-02-28 | → |
| 1927 | CAPITAL PRESERVATION PARTNERS INC. | BRONXVILLE | 126340 | $222.4M | 3 | 2026-03-31 | → |
| 1928 | CROSS BORDER WEALTH, LLC | NEW YORK | 288330 | $221.9M | 7 | 2026-04-30 | → |
| 1929 | MUZINICH BDC ADVISER, LLC | NEW YORK | 304834 | $220.9M | 25 | 2026-06-30 | → |
| 1930 | HICKORY LANE CAPITAL MANAGEMENT LP | NEW YORK | 309751 | $220.7M | 6 | 2024-12-31 | → |
| 1931 | JEN MANAGEMENT, LLC | NEW YORK | 163374 | $220.6M | 6 | 2024-12-31 | → |
| 1932 | SUNSTONE ASSET MANAGEMENT, LP | NEW YORK | 328895 | $220.2M | 4 | 2026-03-31 | → |
| 1933 | TERRA NOVA ASSET MANAGEMENT LLC | NEW YORK | 111676 | $220.2M | 2 | 2026-05-31 | → |
| 1934 | STABILIS CAPITAL MANAGEMENT, LP | NEW YORK | 161553 | $220.2M | 12 | 2026-03-31 | → |
| 1935 | TOLIS ADVISORS, LP | NEW YORK | 163345 | $219.6M | 5 | 2026-03-31 | → |
| 1936 | FORTERIS WEALTH MANAGEMENT, INC. | ARMONK | 108314 | $219.0M | 3 | 2026-03-31 | → |
| 1937 | ALLY BRIDGE GROUP (NY) LLC | NEW YORK | 291072 | $218.9M | 7 | 2026-03-31 | → |
| 1938 | RIPPLE EFFECT ASSET MANAGEMENT LP | NEW YORK | 331250 | $218.4M | 8 | 2026-03-31 | → |
| 1939 | GREAT HILL ADVISORY LTD. | PORT WASHINGTON | 283228 | $218.4M | 8 | 2026-06-30 | → |
| 1940 | IRTH CAPITAL MANAGEMENT LP | NEW YORK | 330696 | $218.3M | 8 | 2026-05-31 | → |
| 1941 | OPPVEST, LLC | NEW YORK | 296317 | $217.8M | 5 | 2026-03-31 | → |
| 1942 | NEW HORIZON FINANCIAL STRATEGIES, LLC | ITHACA | 125729 | $217.2M | 7 | 2026-03-31 | → |
| 1943 | PROSPERITY ADVISORY GROUP LLC | VICTOR | 310720 | $216.0M | 5 | 2026-03-31 | → |
| 1944 | FLORIAN FINANCIAL GROUP LLC | WILLIAMSVILLE | 123869 | $215.0M | 8 | 2026-06-30 | → |
| 1945 | BROADWAY ADVISOR GROUP | ALBANY | 324281 | $214.9M | 4 | 2026-03-31 | → |
| 1946 | 4THOUGHT FINANCIAL GROUP INC. | SYOSSET | 162997 | $214.3M | 6 | 2026-01-31 | → |
| 1947 | LONG POINT CAPITAL, INC | NEW YORK | 163061 | $213.5M | 6 | 2026-03-31 | → |
| 1948 | AIFG CONSULTANTS LTD. | HALFMOON | 281122 | $213.0M | 11 | 2026-04-30 | → |
| 1949 | BCK PARTNERS, INC. | CORNING | 181512 | $212.7M | 5 | 2026-03-31 | → |
| 1950 | BRIXTON CAPITAL WEALTH ADVISORS, LLC | GARDEN CITY | 288810 | $212.4M | 7 | 2026-03-31 | → |
| 1951 | LATTIS MANAGEMENT LP | NEW YORK | 333629 | $210.7M | 11 | 2026-03-31 | → |
| 1952 | LONE PEAK PARTNERS MANAGEMENT LP | NEW YORK | 156546 | $210.4M | 3 | 2026-03-31 | → |
| 1953 | PHOENIX REALTY GROUP LLC | NEW YORK | 160249 | $208.5M | 17 | 2026-03-31 | → |
| 1954 | WELLSPRING CAPITAL MANAGEMENT LLC | NEW YORK | 161184 | $208.1M | 23 | 2026-03-31 | → |
| 1955 | OPEN FIELD CAPITAL LLC | NEW YORK | 136313 | $208.1M | 4 | 2026-03-31 | → |
| 1956 | TRISHIELD CAPITAL MANAGEMENT LLC | NEW YORK | 164150 | $207.0M | 8 | 2024-12-31 | → |
| 1957 | INVESTX ASSET MANAGEMENT LLC | NEW YORK | 321985 | $206.8M | 18 | 2026-06-30 | → |
| 1958 | YIELDPOINT, L.P. | NEW YORK | 311859 | $206.2M | 2 | 2026-05-31 | → |
| 1959 | ADC WEALTH MANAGEMENT, LLC | MASSAPEQUA | 159083 | $206.1M | 2 | 2026-02-28 | → |
| 1960 | LC VERO MANAGER LLC | NEW YORK | 338361 | $205.6M | 3 | 2026-06-30 | → |
| 1961 | TRIDENT MANAGEMENT LLC | NEW YORK | 319632 | $205.1M | 10 | 2026-03-31 | → |
| 1962 | F3 PARTNERS LLC | NEW YORK | 333302 | $204.6M | 5 | 2026-06-30 | → |
| 1963 | EXTANT CAPITAL LLC | ALBANY | 337508 | $204.3M | 2 | 2026-03-31 | → |
| 1964 | MB FAMILY ADVISORS, LLC | NEW YORK | 166324 | $204.1M | 2 | 2026-03-31 | → |
| 1965 | MERKKURI WEALTH ADVISORS LLC | JERICHO | 330164 | $204.1M | 7 | 2026-03-31 | → |
| 1966 | HARKNESS CAPITAL MANAGEMENT LLC | NEW YORK | 289882 | $203.8M | 10 | 2026-03-31 | → |
| 1967 | ARIA GROWTH PARTNERS LP | NEW YORK | 315978 | $203.6M | 5 | 2026-04-30 | → |
| 1968 | QUAD CAPITAL MANAGEMENT ADVISORS LLC | NEW YORK | 170286 | $203.1M | 39 | 2024-12-31 | → |
| 1969 | NORTHSANDS CAPITAL, L.P. | NEW YORK | 331698 | $202.8M | 6 | 2026-05-31 | → |
| 1970 | CFM ADVISORS INC | HAUPPAUGE | 111581 | $202.7M | 7 | 2026-03-31 | → |
| 1971 | STERLING MANOR FINANCIAL, LLC | SARATOGA SPRINGS | 284218 | $201.0M | 3 | 2026-05-31 | → |
| 1972 | ELDRIDGE SME ADVISERS, LLC | NEW YORK | 334010 | $200.9M | 292 | 2026-05-31 | → |
| 1973 | FARRELL FINANCIAL LLC | ORCHARD PARK | 321609 | $200.6M | 3 | 2026-06-30 | → |
| 1974 | POST CAPITAL MANAGEMENT LLC | NEW YORK | 161892 | $200.2M | 8 | 2026-03-31 | → |
| 1975 | RADIX ORGANIZATION, INC. | NEW YORK | 172791 | $200.1M | 4 | 2026-03-31 | → |
| 1976 | REPUBLIC DIGITAL FUND MANAGER LLC | NEW YORK | 330536 | $198.4M | 15 | 2026-03-31 | → |
| 1977 | GLADOWSKY CAPITAL MANAGEMENT CORP | SMITHTOWN | 45287 | $197.8M | 4 | 2026-02-28 | → |
| 1978 | RECIPROCAL VENTURE MANAGEMENT, L.L.C. | NEW YORK | 288520 | $196.9M | 5 | 2026-03-31 | → |
| 1979 | THE BENDIX FINANCIAL GROUP, INC. | GARDEN CITY | 118999 | $196.6M | 4 | 2026-03-31 | → |
| 1980 | ROUND2 INVESTMENT PARTNERS LLC | NEW YORK | 326807 | $196.4M | 6 | 2026-06-30 | → |
| 1981 | RMR WEALTH MANAGEMENT | NEW YORK | 152266 | $195.4M | 7 | 2026-03-31 | → |
| 1982 | AEREF MANAGEMENT, LLC | NEW YORK | 322495 | $194.4M | 20 | 2026-03-31 | → |
| 1983 | CYPRESS RIDGE CAPITAL, L.P. | NEW YORK | 322529 | $194.1M | 6 | 2026-06-30 | → |
| 1984 | MORGENS, WATERFALL, VINTIADIS & COMPANY, INC. | NEW YORK | 108692 | $193.6M | 9 | 2026-03-31 | → |
| 1985 | DEL-SETTE CAPITAL MANAGEMENT, LLC | SCHENECTADY | 159052 | $192.5M | 8 | 2026-05-31 | → |
| 1986 | FIRST AMERICAN ASSET ADVISORY, LLC. | GARDEN CITY | 282254 | $191.8M | 8 | 2026-03-31 | → |
| 1987 | VARIADIC LLC | NEW YORK | 332389 | $191.4M | 10 | 2026-04-30 | → |
| 1988 | ARAVALLI CAPITAL MANAGEMENT LP | NEW YORK | 327861 | $191.4M | 4 | 2026-03-31 | → |
| 1989 | GUARDIAN WEALTH PARTNERS, LLC | NEW YORK | 310203 | $191.4M | 75 | 2026-06-30 | → |
| 1990 | VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | SARATOGA SPRINGS | 108183 | $190.8M | 6 | 2025-03-31 | → |
| 1991 | BLUEROCK CREDIT FUND ADVISOR, LLC | NEW YORK | 291770 | $189.1M | 11 | 2026-03-31 | → |
| 1992 | TIMBER POINT CAPITAL MANAGEMENT LLC | WHITE PLAINS | 307366 | $188.3M | 4 | 2026-03-31 | → |
| 1993 | SADDLEROCK CAPITAL MANAGEMENT LLC | NEW YORK | 330801 | $187.8M | 6 | 2026-04-30 | → |
| 1994 | LANX MANAGEMENT, LLC | WHITE PLAINS | 138305 | $187.7M | 2 | 2026-03-31 | → |
| 1995 | DURANTE & WATERS, LLC | BREWSTER | 127216 | $187.4M | 5 | 2026-02-28 | → |
| 1996 | GAGNON ADVISORS, LLC | NEW YORK | 161697 | $187.3M | 10 | 2026-02-28 | → |
| 1997 | DUTCH ASSET CORPORATION | SELKIRK | 170884 | $186.9M | 10 | 2026-06-30 | → |
| 1998 | WINTHROP PARTNERS - WNY, LLC | BUFFALO | 282100 | $186.2M | 4 | 2026-04-30 | → |
| 1999 | AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC | NEW YORK | 328406 | $186.2M | 33 | 2026-04-30 | → |
| 2000 | HUDSON PORTFOLIO MANAGEMENT LLC | GARRISON | 130021 | $185.9M | 5 | 2026-03-31 | → |
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