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 | |
|---|---|---|---|---|---|---|---|
| 2001 | SEVEN SIX CAPITAL MANAGEMENT, LLC | NEW YORK | 299257 | $185.6M | 4 | 2026-03-31 | → |
| 2002 | WYNNEFIELD CAPITAL, INC. | NEW YORK | 157604 | $184.5M | 2 | 2026-06-30 | → |
| 2003 | CLEANHILL PARTNERS LP | NEW YORK | 338398 | $184.4M | 5 | 2026-06-30 | → |
| 2004 | DPM CAPITAL LLC | NEW YORK | 289313 | $183.3M | 6 | 2024-12-31 | → |
| 2005 | JLENS | NEW YORK | 331778 | $183.3M | 5 | 2025-10-31 | → |
| 2006 | MILLER GESKO & CO INC. | BUFFALO | 109671 | $183.1M | 5 | 2026-03-31 | → |
| 2007 | GODFREY FINANCIAL ASSOCIATES, INC. | GLENMONT | 126189 | $182.5M | 3 | 2026-03-31 | → |
| 2008 | EMMETT INVESTMENT MANAGEMENT, LP | NEW YORK | 299543 | $181.6M | 2 | 2026-03-31 | → |
| 2009 | PRIVATE CLIENT ASSET MANAGEMENT, INC. | MASSAPEQUA | 147052 | $181.2M | 2 | 2026-04-30 | → |
| 2010 | CARRY ADVISORS LLC | BROOKLYN | 323620 | $180.9M | 2 | 2026-06-30 | → |
| 2011 | SAPERSTON LEGACY ADVISORS, INC. | HAMBURG | 105849 | $180.8M | 5 | 2026-03-31 | → |
| 2012 | ALPINE WOODS CAPITAL INVESTORS, LLC | PURCHASE | 112496 | $180.6M | 12 | 2026-04-30 | → |
| 2013 | 2E CAPITAL PARTNERS LP | NEW YORK | 334821 | $180.0M | 5 | 2026-03-31 | → |
| 2014 | DAVENTRY GROUP LP | NEW YORK | 306533 | $179.9M | 3 | 2026-03-31 | → |
| 2015 | STIRLINGSHIRE RIA LLC | NEW YORK | 327779 | $179.8M | 29 | 2026-03-31 | → |
| 2016 | GREENWOOD INVESTORS LLC | NEW YORK | 155088 | $179.8M | 4 | 2026-03-31 | → |
| 2017 | ARC24 MANAGEMENT, LP | NEW YORK | 331983 | $179.7M | 4 | 2026-03-31 | → |
| 2018 | AJF CAPITAL MANAGEMENT, INC. | NEW YORK | 126414 | $178.5M | 4 | 2025-11-30 | → |
| 2019 | INDEX TECHNOLOGIES GROUP LLC | NEW YORK | 327771 | $178.3M | 7 | 2026-04-30 | → |
| 2020 | CANDELO CAPITAL MANAGEMENT LP | NEW YORK | 307389 | $178.1M | 5 | 2026-03-31 | → |
| 2021 | LANSING MANAGEMENT, LP | NEW YORK | 285921 | $178.1M | 3 | 2026-03-31 | → |
| 2022 | HUDSON EXECUTIVE CAPITAL LP | NEW YORK | 175032 | $178.1M | 2 | 2026-03-31 | → |
| 2023 | OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC | NEW YORK | 140485 | $177.8M | 9 | 2026-04-30 | → |
| 2024 | FUTURE YOU WEALTH LLC | NEW YORK | 305173 | $177.8M | 4 | 2025-04-30 | → |
| 2025 | MARATHON MISSION, INC. | LATHAM | 288654 | $177.1M | 3 | 2026-01-31 | → |
| 2026 | COLLINS ADVISORS, LLC | BUFFALO | 129270 | $176.4M | 3 | 2026-05-31 | → |
| 2027 | NINE LEFT CAPITAL LP | NEW YORK | 332838 | $176.1M | 5 | 2026-03-31 | → |
| 2028 | THE MONEY MEN, INC. | AMHERST | 285103 | $176.0M | 2 | 2026-03-31 | → |
| 2029 | THREE BRIDGES CAPITAL, LP | NEW YORK | 160021 | $175.5M | 5 | 2026-03-31 | → |
| 2030 | FEENIX VENTURE PARTNERS, LLC | NEW YORK | 304152 | $175.5M | 10 | 2026-06-30 | → |
| 2031 | PENBROOK MANAGEMENT LLC | NEW YORK | 127269 | $175.4M | 4 | 2026-05-31 | → |
| 2032 | CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC | NEW YORK | 289848 | $175.1M | 1 | 2026-03-31 | → |
| 2033 | INCOME & ASSET ADVISORY, INC. | ARMONK | 124955 | $174.8M | 4 | 2026-03-31 | → |
| 2034 | ARROW CAPITAL MANAGEMENT, LLC | NEW YORK | 165190 | $174.8M | 2 | 2026-04-30 | → |
| 2035 | NESTGSV INVESTMENT MANAGEMENT, LLC | NEW YORK | 306285 | $174.7M | 3 | 2026-06-30 | → |
| 2036 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | WEBSTER | 122575 | $174.6M | 6 | 2026-02-28 | → |
| 2037 | TWO PARKS CAPITAL LLC | NEW YORK | 333142 | $174.6M | 5 | 2026-03-31 | → |
| 2038 | UNLIMITED FUNDS, INC. | NEW YORK | 322644 | $174.5M | 6 | 2026-04-30 | → |
| 2039 | MURPHY & MULLICK CAPITAL MANAGEMENT CORP | SMITHTOWN | 328629 | $174.1M | 2 | 2026-03-31 | → |
| 2040 | BARINGTON COMPANIES INVESTORS, LLC | NEW YORK | 161305 | $172.9M | 9 | 2026-03-31 | → |
| 2041 | HAYBEACH CAPITAL MANAGEMENT, LLC | RYE | 327539 | $172.8M | 4 | 2026-03-31 | → |
| 2042 | STEINBERG ASSET MANAGEMENT, LLC | NEW YORK | 118968 | $172.2M | 5 | 2026-03-31 | → |
| 2043 | TRIANGLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 329567 | $171.8M | 13 | 2026-03-31 | → |
| 2044 | WHITE HAT CAPITAL PARTNERS LP | NEW YORK | 288059 | $171.4M | 6 | 2026-03-31 | → |
| 2045 | VALARC HOLDINGS LLC | NEW YORK | 169305 | $171.2M | 4 | 2024-12-31 | → |
| 2046 | HEGARTY ADVISORS, LLC | GARDEN CITY | 306342 | $171.1M | 2 | 2026-01-31 | → |
| 2047 | HIDDEN ROAD PARTNERS LP | NEW YORK | 309187 | $170.0M | 20 | 2024-12-31 | → |
| 2048 | STILLPOINT INVESTMENTS LP | NEW YORK | 318718 | $169.8M | 6 | 2026-03-31 | → |
| 2049 | DELOS CAPITAL MANAGEMENT, LP | NEW YORK | 170010 | $169.6M | 12 | 2026-03-31 | → |
| 2050 | CLARA VISTA MANAGEMENT COMPANY LLC | NEW YORK | 335893 | $169.4M | 3 | 2026-06-30 | → |
| 2051 | BOYD CAPITAL MANAGEMENT LLC | ROCHESTER | 312070 | $168.3M | 3 | 2026-05-31 | → |
| 2052 | SEMITAM BONAM LLC | GOSHEN | 284461 | $167.2M | 3 | 2026-03-31 | → |
| 2053 | YARRA SQUARE PARTNERS LP | NEW YORK | 304105 | $167.1M | 4 | 2024-12-31 | → |
| 2054 | ARMORY CAPITAL MANAGEMENT, LLC | SYRACUSE | 149008 | $167.1M | 2 | 2026-03-31 | → |
| 2055 | TOTEM MACRO ASSET MANAGEMENT LP | NEW YORK | 328044 | $166.6M | 7 | 2026-03-31 | → |
| 2056 | TR CAPITAL MANAGEMENT, LLC | ROCKVILLE CENTRE | 164268 | $166.3M | 8 | 2026-03-31 | → |
| 2057 | W & S MANAGEMENT SERVICES, INC. | ROCHESTER | 127852 | $166.0M | 4 | 2026-03-31 | → |
| 2058 | NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC. | NEW YORK | 311890 | $163.3M | 7 | 2026-05-31 | → |
| 2059 | FIVE ELEVEN FAMILY OFFICE LLC | GARDEN CITY | 334002 | $162.7M | 7 | 2026-03-31 | → |
| 2060 | QUINT CAPITAL CORPORATION | NEW YORK | 26586 | $162.1M | 16 | 2026-05-31 | → |
| 2061 | LYNNLEIGH & COMPANY, LLC | PITTSFORD | 285044 | $161.5M | 5 | 2026-03-31 | → |
| 2062 | PINCUS CAPITAL MANAGEMENT, LP | NEW YORK | 336500 | $161.5M | 4 | 2026-06-30 | → |
| 2063 | FLFS ADVISORY LLC | VICTOR | 334771 | $161.5M | 5 | 2026-06-30 | → |
| 2064 | SUMMATION CAPITAL MANAGEMENT, L.P. | NEW YORK | 331645 | $160.6M | 4 | 2026-03-31 | → |
| 2065 | FENIX ASSET MANAGEMENT, LLC | NEW YORK | 291069 | $160.4M | 5 | 2026-02-28 | → |
| 2066 | RS PETRELL & ASSOCIATES, LLC | DEWITT | 143462 | $159.1M | 3 | 2026-02-28 | → |
| 2067 | MAGNOLIA ROAD CAPITAL LP | NEW YORK | 167615 | $159.0M | 5 | 2024-12-31 | → |
| 2068 | PHOENICIAN CAPITAL LLC | NEW YORK | 286033 | $158.8M | 6 | 2026-03-31 | → |
| 2069 | BPC ADVISORS LLC | EAST SYRACUSE | 284429 | $158.3M | 2 | 2026-03-31 | → |
| 2070 | H PARTNERS MANAGEMENT LLC | NEW YORK | 161041 | $158.1M | 9 | 2026-03-31 | → |
| 2071 | CLARUS GROUP LLC | NEW YORK | 310156 | $158.0M | 2 | 2026-05-31 | → |
| 2072 | MERIDA CAPITAL HOLDINGS LLC | RYE | 287784 | $157.3M | 10 | 2026-03-31 | → |
| 2073 | PPSGRP LLC | WHITE PLAINS | 340003 | $157.0M | 5 | 2026-06-30 | → |
| 2074 | IRVINE WEALTH PLANNING STRATEGIES, LLC | CORNING | 284120 | $157.0M | 7 | 2026-02-28 | → |
| 2075 | FACTORIAL PARTNERS, LLC | MT. KISCO | 169879 | $156.7M | 2 | 2026-03-31 | → |
| 2076 | ELTURA CAPITAL MANAGEMENT, LLC | NEW YORK | 318320 | $156.5M | 6 | 2026-06-30 | → |
| 2077 | SPORTSOLOGY CAPITAL PARTNERS, L.P. | NEW YORK | 328226 | $156.4M | 6 | 2026-06-30 | → |
| 2078 | QUARTUS INVESTMENT ADVISORS LLC | NEW YORK | 287597 | $155.1M | 1 | 2026-05-31 | → |
| 2079 | ELM RIDGE MANAGEMENT, LLC | BRIARCLIFF MANOR | 154508 | $155.1M | 2 | 2026-03-31 | → |
| 2080 | UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | NEW YORK | 175471 | $154.5M | 2 | 2026-03-31 | → |
| 2081 | THE LIND PARTNERS, LLC | NEW YORK | 290338 | $153.1M | 9 | 2026-05-31 | → |
| 2082 | R. F. LAFFERTY & CO., INC. | NEW YORK | 2498 | $153.0M | 80 | 2026-03-31 | → |
| 2083 | LIVIAN & CO., LLC | NEW YORK | 153771 | $152.9M | 5 | 2026-04-30 | → |
| 2084 | CORDOBA CAPITAL PARTNERS, LLC | NEW YORK | 329644 | $152.6M | 11 | 2026-03-31 | → |
| 2085 | NORTHLANDING FINANCIAL PARTNERS, LLC | ROCHESTER | 167055 | $152.2M | 2 | 2026-03-31 | → |
| 2086 | H SQUARED MANAGEMENT LP | NEW YORK | 325633 | $151.9M | 5 | 2026-06-30 | → |
| 2087 | KARANI ASSET MANAGEMENT LLC | NEW YORK | 297922 | $150.9M | 4 | 2026-03-31 | → |
| 2088 | MARATHON WEALTH MANAGEMENT, INC. | MELVILLE | 289119 | $150.5M | 2 | 2026-05-31 | → |
| 2089 | NORTH WOODS ASSET MANAGEMENT LLC | BUFFALO | 226575 | $150.4M | 2 | 2026-03-31 | → |
| 2090 | INVIDIA CAPITAL MANAGEMENT LP | NEW YORK | 331334 | $150.4M | 13 | 2026-04-30 | → |
| 2091 | THOR ADVISORS LLC | NEW YORK | 292657 | $150.0M | 1 | 2024-12-31 | → |
| 2092 | ALPACA VC INVESTMENT MANAGEMENT LLC | NEW YORK | 317262 | $149.9M | 11 | 2026-05-31 | → |
| 2093 | CAVALCADE CAPITAL LLC | NEW YORK | 327292 | $149.9M | 2 | 2026-06-30 | → |
| 2094 | CLEARBROOK INVESTMENT SOLUTIONS LLC | NEW YORK | 155607 | $149.9M | 9 | 2026-03-31 | → |
| 2095 | KONEKTIS CAPITAL MANAGEMENT LP | NEW YORK | 327997 | $149.8M | 3 | 2026-06-30 | → |
| 2096 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | NEW YORK | 318867 | $149.2M | 3 | 2026-03-31 | → |
| 2097 | VIS ADVISORS, LP | NEW YORK | 240786 | $148.8M | 3 | 2026-03-31 | → |
| 2098 | GEOVEST ADVISORS INC | FAIRPORT | 105906 | $147.9M | 6 | 2026-02-28 | → |
| 2099 | CATCHMENT CAPITAL, L.P. | NEW YORK | 335631 | $147.7M | 8 | 2026-01-31 | → |
| 2100 | CHELSEA ADVISORY SERVICES, INC | STATEN ISLAND | 150791 | $147.4M | 30 | 2026-03-31 | → |
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