RIAs in New York

2,854 RIAs headquartered in New York managing a combined $33T.

By city

New YorkNew York2,069 FIRMS · $32.6T BrooklynnNew York42 FIRMS · $10.6B RochesterNew York41 FIRMS · $10.2B White PlainsNew York31 FIRMS · $15.1B PittsfordNew York29 FIRMS · $20.8B BuffaloNew York29 FIRMS · $13B MelvilleNew York26 FIRMS · $9.7B Garden CityNew York23 FIRMS · $8.5B AlbanyNew York19 FIRMS · $7.1B WilliamsvilleNew York19 FIRMS · $6.8B Saratoga SpringsNew York16 FIRMS · $6.5B PurchaseNew York16 FIRMS · $32.1B SyracuseNew York16 FIRMS · $8B Rye BrookNew York16 FIRMS · $11.6B RyeNew York12 FIRMS · $36.9B HauppaugeNew York12 FIRMS · $3B Great NeckNew York12 FIRMS · $4.8B JerichoNew York11 FIRMS · $4B WoodburyNew York9 FIRMS · $5.6B VictorNew York8 FIRMS · $2.6B FairportNew York8 FIRMS · $17.6B HarrisonNew York8 FIRMS · $3B Mount KiscoNew York8 FIRMS · $18.5B Staten IslandNew York8 FIRMS · $542M TarrytownNew York7 FIRMS · $18.2B ManhassetNew York7 FIRMS · $213M UticaNew York7 FIRMS · $3.7B AmherstNew York7 FIRMS · $2.2B ArmonkNew York7 FIRMS · $1.6B East SyracuseNew York6 FIRMS · $908M CorningNew York6 FIRMS · $1.4B WestburyNew York6 FIRMS · $145M SyossetNew York6 FIRMS · $2.1B UniondaleNew York6 FIRMS · $12.3B IthacaNew York5 FIRMS · $1.3B LarchmontNew York5 FIRMS · $23.5B Rockville CenterNew York5 FIRMS · $24.2B Port WashingtonNew York5 FIRMS · $5.8B Orchard ParkNew York5 FIRMS · $1.8B LathamNew York4 FIRMS · $754M BronxvilleNew York4 FIRMS · $1.5B Briarcliff ManorNew York4 FIRMS · $1.2B New Hyde ParkNew York4 FIRMS · $1.6B New CityNew York4 FIRMS · $84.1M HuntingtonNew York4 FIRMS · $654M MassapequaNew York4 FIRMS · $592M SchenectadyNew York4 FIRMS · $234M PoughkeepsieNew York3 FIRMS · $1.6B IrvingtonNew York3 FIRMS · $340M HalfmoonNew York3 FIRMS · $318M Wappingers FallsNew York3 FIRMS · $512M FishkillNew York3 FIRMS · $468M PlainviewNew York3 FIRMS · $496M KatonahNew York3 FIRMS · $1.5B KingstonNew York3 FIRMS · $3.8B Bedford HillsNew York3 FIRMS · $221M Pearl RiverNew York3 FIRMS · $13.5B Locust ValleyNew York3 FIRMS · $1.6B New RochelleNew York3 FIRMS · $2B CommackNew York3 FIRMS · $57.4M Sag HarborNew York3 FIRMS · $526M Cold SpringNew York3 FIRMS · $278M SmithtownNew York3 FIRMS · $789M ChappaquaNew York3 FIRMS · $951M BohemiaNew York3 FIRMS · $500M CedarhurstNew York3 FIRMS · $773M RiverheadNew York3 FIRMS · $1B CamillusNew York3 FIRMS · $180M CambridgeNew York3 FIRMS · $150M RonkonkomaNew York2 FIRMS · $22.6M BabylonNew York2 FIRMS BinghamtonNew York2 FIRMS · $568M BrewsterNew York2 FIRMS · $187M BrightwatersNew York2 FIRMS · $80.8M Clifton ParkNew York2 FIRMS · $539M 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 · $161M GoshenNew York2 FIRMS · $1.8B HicksvilleNew York2 FIRMS · $30.3M Hopewell JunctionNew York2 FIRMS · $137M 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 OleanNew York2 FIRMS · $76.9M Oyster BayNew York2 FIRMS · $495M PleasantvilleNew York2 FIRMS · $4.7B Port ChesterNew York2 FIRMS · $3.1B Port Jefferson StationNew York2 FIRMS · $238M 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 HagueNew York1 FIRM · $68.2M MedfordNew York1 FIRM · $382M GuilderlandNew York1 FIRM · $126M MenandsNew York1 FIRM · $204M MendonNew York1 FIRM · $50.7M Middle VillageNew York1 FIRM MillbrookNew York1 FIRM · $86.7M MineolaNew York1 FIRM · $1.2M MontebelloNew York1 FIRM MontgomeryNew York1 FIRM · $71.5M Grand IslandNew York1 FIRM · $74.3M NesconsetNew York1 FIRM · $572M NewarkNew York1 FIRM · $3.2M NewburghNew York1 FIRM · $2.3B GlenvilleNew York1 FIRM · $28.2M New HartfordNew York1 FIRM · $1.5B Glens FallsNew York1 FIRM · $63.6M New PaltzNew York1 FIRM · $139M GlenmontNew York1 FIRM · $183M Glen HeadNew York1 FIRM · $1.5B BaldwinNew York1 FIRM · $5.9M NorwichNew York1 FIRM · $1.6B WesthamptonNew York1 FIRM · $7.4M West HarrisonNew York1 FIRM · $515M GetzvilleNew York1 FIRM · $680M OssiningNew York1 FIRM West HenriettaNew York1 FIRM · $510M Ozone ParkNew York1 FIRM · $7M PawlingNew York1 FIRM · $344M GermantownNew York1 FIRM · $1.8M GardinerNew York1 FIRM · $41.7M FluvannaNew York1 FIRM West SayvilleNew York1 FIRM · $25.8M YonkersNew York1 FIRM · $5.5M Port JeffersonNew York1 FIRM · $512M AuburnNew York1 FIRM · $420M FarmingdaleNew York1 FIRM · $135M EndicottNew York1 FIRM · $93.9M Pound RidgeNew York1 FIRM · $106M ElmhurstNew York1 FIRM · $294M Rego ParkNew York1 FIRM · $8.7M RensselaerNew York1 FIRM · $110M RhinebeckNew York1 FIRM · $26.8M RidgewoodNew York1 FIRM · $436K East MeadowNew York1 FIRM · $60.1M East HamptonNew York1 FIRM · $6.8M East ElmhurstNew York1 FIRM Rocky PointNew York1 FIRM · $108M RomeNew York1 FIRM · $62.1M AirmontNew York1 FIRM · $141M East AmherstNew York1 FIRM · $863M Croton FallsNew York1 FIRM SagaponackNew York1 FIRM · $10.4M Cold Spring HarborNew York1 FIRM · $354M Saint JamesNew York1 FIRM · $2.4M Saranac LakeNew York1 FIRM · $24.5M CohoesNew York1 FIRM · $31.7B SaugertiesNew York1 FIRM · $246M ScarsdaleNew York1 FIRM · $9.6M CobleskillNew York1 FIRM · $5.4B WhitestoneNew York1 FIRM SelkirkNew York1 FIRM · $187M SetauketNew York1 FIRM SkaneatelesNew York1 FIRM · $23.1M Sleepy HollowNew York1 FIRM · $85M ClarenceNew York1 FIRM · $550K AquebogueNew York1 FIRM · $51.8M 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 WindhamNew York1 FIRM · $24.9M BronxNew York1 FIRM · $4.5M BaysideNew York1 FIRM · $57.1M AlbertsonNew York1 FIRM Islip TerraceNew York1 FIRM · $750M Jackson HeightsNew York1 FIRM · $145K JamaicaNew York1 FIRM HorseheadsNew York1 FIRM · $1.5B Honeoye FallsNew York1 FIRM · $67M Kings ParkNew York1 FIRM · $1.1M HomerNew York1 FIRM · $5.7M LakevilleNew York1 FIRM · $82.6M HolmesNew York1 FIRM · $5.6M High FallsNew York1 FIRM · $7M LindenhurstNew York1 FIRM · $72.1M Yorktown HeightsNew York1 FIRM · $388M LockportNew York1 FIRM · $5.8M HawthorneNew York1 FIRM Bay ShoreNew York1 FIRM Ballston SpaNew York1 FIRM · $254M WarwickNew York1 FIRM · $40.4M WatervilleNew York1 FIRM · $75.2M WoodsideNew York1 FIRM HamburgNew York1 FIRM · $181M MaspethNew York1 FIRM · $308M

All RIAs in New York

Cartesian Capital Group

New York, NY

AUM $863MTEAM 24REPS 3

Level Financial Advisors, Inc.

East Amherst, NY

AUM $863MTEAM 15REPS 10

Halle Capital Management LP

New York, NY

AUM $862MTEAM 11REPS 2

Eagle's View Capital Management LLC

New York, NY

AUM $860MTEAM 10REPS 7

Invesco Private Capital, Inc.

New York, NY

AUM $860MTEAM 10REPS 5

Alliance Consumer Growth, LLC

New York, NY

AUM $858MTEAM 8REPS 2

Saddle Point Management, L.P.

New York, NY

AUM $857MTEAM 5REPS 3

Olympus Capital Holdings Asia LLC

Mount Kisco, NY

AUM $852MTEAM 41REPS 8

Seneca Financial Advisors LLC

Rochester, NY

AUM $847MTEAM 19REPS 6

Falconpoint Capital Partners LLC

New York, NY

AUM $845MTEAM 8REPS 3

CKC Capital LLC

New York, NY

AUM $844MTEAM 9REPS 4

Guggenheim Investment Advisors, LLC

New York, NY

AUM $841MTEAM 9REPS 4

Riverpark Advisors, LLC

New York, NY

AUM $836MTEAM 17REPS 4

Setpoint Capital

New York, NY

AUM $835MTEAM 22REPS 2

Strategic Wealth Management Group

New York, NY

AUM $833MTEAM 7REPS 4

American Triple I, LLC

New York, NY

AUM $832MTEAM 11REPS 3

First Citizens Institutional Asset Management, LLC

New York, NY

AUM $829MTEAM 25REPS 9

Edge Wealth Management, LLC

New York, NY

AUM $827MTEAM 7REPS 7

Argand Partners, LP

New York, NY

AUM $827MTEAM 16REPS 4

Rithm Capital Advisors LLC

New York, NY

AUM $826MTEAM 73REPS 3

Kershner, Grosso & Co

Saratoga Springs, NY

AUM $825MTEAM 6REPS 3

P2 Capital Partners, LLC

New York, NY

AUM $824MTEAM 14REPS 2

Myda Advisors LLC

Woodmere, NY

AUM $821MTEAM 8REPS 2

Valicenti Advisory Services Inc

Elmira, NY

AUM $820MTEAM 11REPS 4

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