RIAs in New York

2,870 RIAs headquartered in New York managing a combined $32.6T.

By city

New YorkNew York2,084 FIRMS · $32.2T BrooklynnNew York41 FIRMS · $10.6B RochesterNew York41 FIRMS · $10.3B White PlainsNew York32 FIRMS · $15.2B PittsfordNew York29 FIRMS · $21.1B BuffaloNew York26 FIRMS · $12.6B MelvilleNew York25 FIRMS · $9.5B Garden CityNew York24 FIRMS · $8.8B AlbanyNew York19 FIRMS · $7.1B WilliamsvilleNew York19 FIRMS · $6.8B Saratoga SpringsNew York16 FIRMS · $6.5B SyracuseNew York16 FIRMS · $8B Rye BrookNew York16 FIRMS · $11.6B PurchaseNew York14 FIRMS · $31.5B HauppaugeNew York13 FIRMS · $3.8B Great NeckNew York12 FIRMS · $4.8B RyeNew York12 FIRMS · $36.9B JerichoNew York10 FIRMS · $3.9B WoodburyNew York10 FIRMS · $5.6B Mount KiscoNew York8 FIRMS · $18.5B Orchard ParkNew York8 FIRMS · $2.2B TarrytownNew York8 FIRMS · $19.3B Staten IslandNew York8 FIRMS · $542M VictorNew York8 FIRMS · $2.6B HarrisonNew York8 FIRMS · $3B FairportNew York8 FIRMS · $17.6B ArmonkNew York7 FIRMS · $1.6B UniondaleNew York7 FIRMS · $12.3B ManhassetNew York7 FIRMS · $213M AmherstNew York7 FIRMS · $2.2B UticaNew York7 FIRMS · $3.7B CorningNew York6 FIRMS · $1.4B SyossetNew York6 FIRMS · $2.1B WestburyNew York6 FIRMS · $155M East SyracuseNew York6 FIRMS · $908M Rockville CenterNew York5 FIRMS · $24.2B LarchmontNew York5 FIRMS · $23.5B IthacaNew York5 FIRMS · $1.3B Port WashingtonNew York5 FIRMS · $5.8B BronxvilleNew York4 FIRMS · $1.5B MassapequaNew York4 FIRMS · $592M Briarcliff ManorNew York4 FIRMS · $1.2B LathamNew York4 FIRMS · $754M HuntingtonNew York4 FIRMS · $654M SchenectadyNew York4 FIRMS · $234M New CityNew York4 FIRMS · $84.1M RiverheadNew York3 FIRMS · $1B Wappingers FallsNew York3 FIRMS · $512M CommackNew York3 FIRMS · $57.4M Cold SpringNew York3 FIRMS · $278M PoughkeepsieNew York3 FIRMS · $1.6B SmithtownNew York3 FIRMS · $789M FishkillNew York3 FIRMS · $468M ChappaquaNew York3 FIRMS · $957M CedarhurstNew York3 FIRMS · $773M Bedford HillsNew York3 FIRMS · $221M CamillusNew York3 FIRMS · $180M PlainviewNew York3 FIRMS · $505M CambridgeNew York3 FIRMS · $150M KatonahNew York3 FIRMS · $1.5B Pearl RiverNew York3 FIRMS · $13.5B BohemiaNew York3 FIRMS · $500M KingstonNew York3 FIRMS · $3.8B Locust ValleyNew York3 FIRMS · $1.6B New RochelleNew York3 FIRMS · $2B New Hyde ParkNew York3 FIRMS · $1.5B HalfmoonNew York3 FIRMS · $318M Sag HarborNew York3 FIRMS · $531M OleanNew York2 FIRMS · $76.9M BabylonNew York2 FIRMS · $111M BinghamtonNew York2 FIRMS · $568M BrewsterNew York2 FIRMS · $187M BrightwatersNew York2 FIRMS · $80.8M Clifton ParkNew York2 FIRMS · $539M Cold Spring HarborNew York2 FIRMS · $354M Croton On HudsonNew York2 FIRMS · $91.1M East AuroraNew York2 FIRMS · $18M ElmiraNew York2 FIRMS · $1.1B FayettevilleNew York2 FIRMS · $166M FlushingNew York2 FIRMS · $14M Forest HillsNew York2 FIRMS · $78.9M GarrisonNew York2 FIRMS · $204M Glen CoveNew York2 FIRMS · $173M GoshenNew York2 FIRMS · $1.8B HicksvilleNew York2 FIRMS · $30.3M Honeoye FallsNew York2 FIRMS · $177M Hopewell JunctionNew York2 FIRMS · $137M IrvingtonNew York2 FIRMS · $275M LiverpoolNew York2 FIRMS · $186M Long Island CityNew York2 FIRMS · $30.5M LynbrookNew York2 FIRMS · $349M MahopacNew York2 FIRMS · $131M MaltaNew York2 FIRMS · $474M MamaroneckNew York2 FIRMS · $686M North SyracuseNew York2 FIRMS · $21.9M NyackNew York2 FIRMS · $88.5M Oyster BayNew York2 FIRMS · $495M PleasantvilleNew York2 FIRMS · $4.7B Port ChesterNew York2 FIRMS · $3.1B Port Jefferson StationNew York2 FIRMS · $268M RonkonkomaNew York2 FIRMS · $22.6M ScarsdaleNew York2 FIRMS · $9.6M Sea CliffNew York2 FIRMS SomersNew York2 FIRMS · $433M TroyNew York2 FIRMS · $2.5B ValhallaNew York2 FIRMS · $2.9B Valley StreamNew York2 FIRMS · $123M WebsterNew York2 FIRMS · $469M West SenecaNew York2 FIRMS · $1.4B WoodmereNew York2 FIRMS · $926M MenandsNew York1 FIRM · $204M MendonNew York1 FIRM · $50.7M Middle VillageNew York1 FIRM MillbrookNew York1 FIRM · $86.7M MineolaNew York1 FIRM · $1.5M MontebelloNew York1 FIRM MontgomeryNew York1 FIRM · $71.5M GuilderlandNew York1 FIRM · $126M NesconsetNew York1 FIRM · $572M NewarkNew York1 FIRM · $3.2M NewburghNew York1 FIRM · $2.3B Grand IslandNew York1 FIRM · $74.3M New HartfordNew York1 FIRM · $1.5B GlenvilleNew York1 FIRM · $28.2M New PaltzNew York1 FIRM · $139M Glens FallsNew York1 FIRM · $63.6M GlenmontNew York1 FIRM · $183M WatervilleNew York1 FIRM · $75.2M NorwichNew York1 FIRM · $1.6B Yorktown HeightsNew York1 FIRM · $388M AirmontNew York1 FIRM · $141M Glen HeadNew York1 FIRM · $1.5B OssiningNew York1 FIRM BaldwinNew York1 FIRM · $5.9M Ozone ParkNew York1 FIRM · $7M PawlingNew York1 FIRM · $344M GetzvilleNew York1 FIRM · $680M GermantownNew York1 FIRM · $1.8M GardinerNew York1 FIRM · $41.7M WesthamptonNew York1 FIRM · $7.4M West HarrisonNew York1 FIRM · $515M Port JeffersonNew York1 FIRM · $512M West HenriettaNew York1 FIRM · $510M FluvannaNew York1 FIRM FarmingdaleNew York1 FIRM · $135M Pound RidgeNew York1 FIRM · $106M EndicottNew York1 FIRM · $93.9M Rego ParkNew York1 FIRM · $8.7M RensselaerNew York1 FIRM · $110M RhinebeckNew York1 FIRM · $26.8M RidgewoodNew York1 FIRM · $436K ElmhurstNew York1 FIRM · $294M East MeadowNew York1 FIRM · $60.1M East HamptonNew York1 FIRM · $6.8M Rocky PointNew York1 FIRM · $108M RomeNew York1 FIRM · $62.1M West SayvilleNew York1 FIRM · $25.8M East ElmhurstNew York1 FIRM East AmherstNew York1 FIRM · $863M SagaponackNew York1 FIRM · $10.4M Croton FallsNew York1 FIRM Saint JamesNew York1 FIRM · $2.4M Saranac LakeNew York1 FIRM · $24.5M CohoesNew York1 FIRM · $31.7B SaugertiesNew York1 FIRM · $246M YonkersNew York1 FIRM · $5.5M CobleskillNew York1 FIRM · $5.4B AuburnNew York1 FIRM · $420M SelkirkNew York1 FIRM · $187M SetauketNew York1 FIRM SkaneatelesNew York1 FIRM · $23.1M Sleepy HollowNew York1 FIRM · $85M ClarenceNew York1 FIRM · $550K WhitestoneNew York1 FIRM SoutholdNew York1 FIRM · $37.9M South SalemNew York1 FIRM StaatsburgNew York1 FIRM · $30.5M ChathamNew York1 FIRM · $62.6M SuffernNew York1 FIRM · $81.8M SunnysideNew York1 FIRM · $22.2M CentereachNew York1 FIRM CazenoviaNew York1 FIRM · $36.6M CanandaiguaNew York1 FIRM · $26M ThendaraNew York1 FIRM · $3.1M AquebogueNew York1 FIRM · $51.8M BronxNew York1 FIRM · $4.5M JamaicaNew York1 FIRM Jackson HeightsNew York1 FIRM · $145K Islip TerraceNew York1 FIRM · $750M Kings ParkNew York1 FIRM · $1.1M HorseheadsNew York1 FIRM · $1.5B LakevilleNew York1 FIRM · $82.6M HomerNew York1 FIRM · $5.7M HolmesNew York1 FIRM · $5.6M LindenhurstNew York1 FIRM · $72.1M BaysideNew York1 FIRM · $57.1M LockportNew York1 FIRM · $5.8M High FallsNew York1 FIRM · $7M WindhamNew York1 FIRM · $24.9M AlbertsonNew York1 FIRM Bay ShoreNew York1 FIRM Ballston SpaNew York1 FIRM · $254M WarwickNew York1 FIRM · $40.4M HawthorneNew York1 FIRM MaspethNew York1 FIRM · $308M HamburgNew York1 FIRM · $181M MedfordNew York1 FIRM · $382M HagueNew York1 FIRM · $68.2M

All RIAs in New York

Blue Owl Alternative Credit Advisors II LLC

New York, NY

AUM $1.6BTEAM 250REPS 5

Alpha Square Group S, LLC

New York, NY

AUM $1.6BTEAM 21REPS 5

Consolidated Portfolio Review Corp

Woodbury, NY

AUM $1.6BTEAM 56REPS 67

Dune Real Estate Partners LP

New York, NY

AUM $1.6BTEAM 26REPS 5

Marshall + Sterling Wealth Advisors, Inc.

Poughkeepsie, NY

AUM $1.6BTEAM 15REPS 11

Painswick Capital Management LP

New York, NY

AUM $1.6BTEAM 6REPS 3

Lake Hill Capital Management, LLC

New York, NY

AUM $1.6BTEAM 8REPS 5

ATL Advisor LP

New York, NY

AUM $1.6BTEAM 13REPS 3

Hark Capital Advisors LLC

New York, NY

AUM $1.5BTEAM 12REPS 6

Zenyth Partners

New York, NY

AUM $1.5BTEAM 24REPS 3

GCP Capital Partners LLC

New York, NY

AUM $1.5BTEAM 12REPS 6

Independent Solutions Wealth Management, LLC

Williamsville, NY

AUM $1.5BTEAM 30REPS 29

Seacrest Wealth Management, LLC

Purchase, NY

AUM $1.5BTEAM 47REPS 36

Equitable Investment Management, LLC

New York, NY

AUM $1.5BTEAM 67REPS 6

Cavu Consumer Partners, LLC

New York, NY

AUM $1.5BTEAM 20REPS 3

Ascent Wealth Partners, LLC

New Hartford, NY

AUM $1.5BTEAM 17REPS 13

Goehring & Rozencwajg Associates, LLC

New York, NY

AUM $1.5BTEAM 6REPS 3

Regal Healthcare Capital Management, LLC

New York, NY

AUM $1.5BTEAM 22REPS 7

John G. Ullman & Associates, Inc

Horseheads, NY

AUM $1.5BTEAM 58REPS 37

Stony Point Capital

New York, NY

AUM $1.5BTEAM 5REPS 3

Linear B Partners LP

New York, NY

AUM $1.5BTEAM 9REPS 3

Kyobo Life Asset Management (America) Co, Ltd.

New York, NY

AUM $1.5BTEAM 4REPS 2

Whitney & Company

Rochester, NY

AUM $1.5BTEAM 12REPS 11

Springcoast Capital Partners, L.P.

New York, NY

AUM $1.5BTEAM 18REPS 3

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