AdvisorGrade

Registered investment advisers in New York

2558 firms in New York representing $38.1T in assets under management, sourced from public SEC Form ADV filings.

Cities

Airmont1Albany15Amherst5Aquebogue1Armonk6Auburn1Babylon2Ballston Spa1Bay Shore1Bayside1Bedford Hills3Binghamton1Bohemia2Brewster1Briarcliff Manor3Brightwaters1Bronxville2Brooklyn24Buffalo22Cambridge3Camillus2Canandaigua1Cazenovia2Cedarhurst2Centereach1Chappaqua2Chatham1Clarence1Clifton Park2Cobleskill1Cohoes1Cold Spring2Cold Spring Harbor1Commack1Corning6Croton-On-Hudson3Dewitt5E. Syracuse1East Amherst1East Meadow1East Syracuse5Elmhurst1Elmira2Endicott1Fairport7Farmingdale1Fayetteville2Fishkill3Forest Hills1Garden City17Garrison1Getzville1Glen Cove2Glen Head1Glenmont1Glens Falls1Glenville1Goshen2Grand Island1Great Neck9Guilderland1Hague1Halfmoon2Hamburg1Harrison7Hauppauge9Hicksville2Honeoye Falls1Hopewell Junction2Horseheads1Huntington4Irvington2Islip Terrace1Ithaca5Jericho5Katonah2Kingston2Lake Success2Lakeville1Larchmont4Latham3Lindenhurst1Liverpool3Lockport1Locust Valley4Long Island City1Lynbrook2Mahopac1Malta2Mamaroneck1Manhasset4Maspeth1Massapequa4Medford1Melville18Mendon1Millbrook1Montgomery1Mount Kisco4Nesconset1New City1New Hartford1New Hyde Park1New Paltz1New Rochelle2New York1974New York City11Newburgh1North White Plains1Norwich1Ny1Nyack1Olean1Orchard Park4Oyster Bay2Pawling1Pearl River3Pittsford25Plainview1Pleasantville2Port Chester2Port Jefferson1Port Jefferson Station1Port Washington4Poughkeepsie1Pound Ridge1Purchase16Rensselaer2Rhinebeck1Riverhead3Rochester26Rockville Centre4Rocky Point1Rome1Rye11Rye Brook13Sag Harbor1Saratoga Spring1Saratoga Springs13Saugerties1Schenectady1Selkirk1Sleepy Hollow1Smithtown4Somers2Southold1Staten Island6Suffern1Syosset4Syracuse8Tarrytown3Troy2Uniondale6Utica5Valhalla2Valley Stream1Vestal1Victor7Wappingers Falls3Warwick1Waterville1Webster2West Harrison1West Henrietta1West Sayville1West Seneca1Westbury2White Plains23Williamsville15Williamsvillie1Woodbury5Woodmere2Yorktown Heights1

J.P. Morgan Investment Management INC.

New York, NY · Est. 1984

NationalInternational
Fee-based
AUM
$3.5T
Per adviser
$1.6B
Advisers
2,260

Goldman Sachs Asset Management, L.P.

New York, NY · Est. 1990

NationalInternational
Fee-based
AUM
$2.6T
Per adviser
$1.9B
Advisers
1,379

Morgan Stanley

Purchase, NY · Est. 2009

NationalInternational
Fee-based
AUM
$2.0T
Per adviser
$151M
Advisers
13,000

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY · Est. 1978

NationalInternational
Fee-based
AUM
$1.8T
Per adviser
$69M
Advisers
25,721

No reported disclosures

Blackrock Financial Management, INC

New York, NY · Est. 1995

NationalInternational
Fee-based
AUM
$1.6T
Per adviser
$1.8B
Advisers
889

No reported disclosures

Blackrock Advisors, LLC

New York, NY · Est. 1994

NationalInternational
Fee-only
AUM
$1.1T
Per adviser
$8.0B
Advisers
137

No reported disclosures

Millennium Management LLC

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$720.8B
Per adviser
$236M
Advisers
3,055

Apollo Capital Management, L.P.

New York, NY · Est. 2007

NationalInternational
Fee-only
AUM
$718.5B
Per adviser
$788M
Advisers
912

Morgan Stanley Investment Management INC.

New York, NY · Est. 1981

NationalInternational
Fee-based
AUM
$702.2B
Per adviser
$2.8B
Advisers
250

No reported disclosures

Ubs Asset Management (Americas) LLC

New York, NY · Est. 1989

NationalInternational
Fee-based
AUM
$588.2B
Per adviser
$2.3B
Advisers
260

J.P. Morgan Private Investments INC.

New York, NY · Est. 1992

NationalInternational
Fee-only
AUM
$470.0B
Per adviser
$4.9B
Advisers
96

No reported disclosures

Teachers Advisors, LLC

New York, NY · Est. 1994

NationalInternational
Fee-based
AUM
$436.3B
Per adviser
$1.5B
Advisers
296

No reported disclosures

J.P. Morgan Securities LLC

New York, NY · Est. 1965

NationalInternational
Fee-only
AUM
$429.7B
Per adviser
$51M
Advisers
8,479

Bny Mellon Investment Adviser, INC.

New York, NY · Est. 1971

NationalInternational
Fee-only
AUM
$419.5B
Per adviser
$30.0B
Advisers
14

Kohlberg Kravis Roberts & Co. L.P.

New York, NY · Est. 2008

NationalInternational
Fee-only
AUM
$399.9B
Per adviser
$566M
Advisers
706

Neuberger Berman Investment Advisers LLC

New York, NY · Est. 2003

NationalInternational
Fee-based
AUM
$398.6B
Per adviser
$617M
Advisers
646

No reported disclosures

Nyl Investors LLC

New York, NY · Est. 2013

NationalInternational
Fee-based
AUM
$329.2B
Per adviser
$1.7B
Advisers
189

No reported disclosures

Rbc Capital Markets, LLC

New York, NY · Est. 1977

NationalInternational
Fee-based
AUM
$310.4B
Per adviser
$53M
Advisers
5,908

Tiaa-Cref Investment Management LLC

New York, NY · Est. 1990

National
Fee-based
AUM
$292.1B
Per adviser
$987M
Advisers
296

Voya Investment Management Co. LLC

New York, NY · Est. 1973

NationalInternational
Fee-only
AUM
$274.9B
Per adviser
$867M
Advisers
317

No reported disclosures

Guggenheim Partners Investment Management, LLC

New York, NY · Est. 2006

NationalInternational
Fee-based
AUM
$240.7B
Per adviser
$1.4B
Advisers
166

Two Sigma Investments, LP

New York, NY · Est. 2009

NationalInternational
Fee-only
AUM
$232.8B
Per adviser
$297M
Advisers
784

Squarepoint Ops LLC

New York, NY · Est. 2014

NationalInternational
Fee-only
AUM
$227.0B
Per adviser
$3.7B
Advisers
61

Schonfeld Strategic Advisors LLC

New York, NY · Est. 2015

NationalInternational
Fee-only
AUM
$225.3B
Per adviser
$655M
Advisers
344

Jennison Associates

New York, NY · Est. 1969

NationalInternational
Fee-only
AUM
$214.8B
Per adviser
$3.3B
Advisers
66

No reported disclosures

D. E. Shaw & Co., L.P.

New York, NY · Est. 1999

NationalInternational
Fee-only
AUM
$213.4B
Per adviser
$406M
Advisers
526

Dws Investment Management Americas, INC.

New York, NY · Est. 1940

NationalInternational
Fee-based
AUM
$199.7B
Per adviser
$2.2B
Advisers
91

Clearbridge Investments, LLC

New York, NY · Est. 2005

NationalInternational
Fee-only
AUM
$184.8B
Per adviser
$2.6B
Advisers
71

No reported disclosures

Blackstone Isg-I Advisors L.L.C.

New York, NY · Est. 2017

NationalInternational
Fee-only
AUM
$183.5B
Per adviser
$4.2B
Advisers
44

No reported disclosures

Hps Investment Partners, LLC

New York, NY · Est. 2016

NationalInternational
Fee-only
AUM
$175.7B
Per adviser
$437M
Advisers
402

No reported disclosures

Insight Investment

New York, NY · Est. 2009

NationalInternational
Fee-only
AUM
$171.1B
Per adviser
$1.5B
Advisers
112

No reported disclosures

Franklin Templeton Fund Adviser, LLC

New York, NY · Est. 2006

NationalInternational
Fee-only
AUM
$167.4B
Per adviser
Advisers

No reported disclosures

Equitable Investment Management Group, LLC

New York, NY · Est. 2011

NationalInternational
Fee-only
AUM
$167.2B
Per adviser
$15.2B
Advisers
11

No reported disclosures

Alphadyne Asset Management LP

New York, NY · Est. 2010

NationalInternational
Fee-only
AUM
$164.8B
Per adviser
$4.7B
Advisers
35

Cerity Partners LLC

New York, NY · Est. 2009

NationalInternational
Fee-based
AUM
$161.7B
Per adviser
$147M
Advisers
1,102

No reported disclosures

Mackay Shields LLC

New York, NY · Est. 1969

NationalInternational
Fee-only
AUM
$159.5B
Per adviser
$2.2B
Advisers
73

Exoduspoint Capital Management, LP

New York, NY · Est. 2018

NationalInternational
Fee-based
AUM
$159.4B
Per adviser
$480M
Advisers
332

No reported disclosures

Hsbc Global Asset Management (USA) INC.

New York, NY · Est. 1985

NationalInternational
Fee-only
AUM
$156.6B
Per adviser
$2.4B
Advisers
65

No reported disclosures

Schroder Investment Management North America INC

New York, NY · Est. 1980

NationalInternational
Fee-only
AUM
$150.4B
Per adviser
$1.4B
Advisers
110

No reported disclosures

Icapital Advisors, LLC

New York, NY · Est. 2015

NationalInternational
Fee-based
AUM
$149.9B
Per adviser
$3.3B
Advisers
46

No reported disclosures

Mariner Investment Group, LLC

New York, NY · Est. 2003

NationalInternational
Fee-only
AUM
$149.6B
Per adviser
$1.6B
Advisers
91

No reported disclosures

Blackstone Management Partners L.L.C.

New York, NY · Est. 2005

NationalInternational
Fee-only
AUM
$145.7B
Per adviser
$747M
Advisers
195

Global Infrastructure Management, LLC

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$142.2B
Per adviser
$595M
Advisers
239

Nuveen Alternatives Advisors LLC

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$142.0B
Per adviser
$5.3B
Advisers
27

No reported disclosures

Apg Asset Management US, INC

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$141.3B
Per adviser
$1.4B
Advisers
100

No reported disclosures

Lmr Partners LLC

New York, NY · Est. 2018

NationalInternational
Fee-only
AUM
$140.1B
Per adviser
$2.1B
Advisers
66

No reported disclosures

Franklin Templeton Private Portfolio Group, LLC

New York, NY · Est. 2007

NationalInternational
Fee-only
AUM
$139.9B
Per adviser
$69.9B
Advisers
2

No reported disclosures

Capula Investment US LP

New York, NY · Est. 2012

NationalInternational
Fee-based
AUM
$137.4B
Per adviser
$2.7B
Advisers
51

No reported disclosures

First Eagle Investment Management, LLC

New York, NY · Est. 1995

NationalInternational
Fee-only
AUM
$136.5B
Per adviser
$3.0B
Advisers
46

No reported disclosures

Goldman Sachs & Co. LLC

New York, NY · Est. 1981

NationalInternational
Fee-based
AUM
$133.6B
Per adviser
$76M
Advisers
1,765

Aflac Asset Management LLC

New York, NY · Est. 2021

NationalInternational
Fee-only
AUM
$133.5B
Per adviser
$3.4B
Advisers
39

No reported disclosures

Blackstone Real Estate Advisors L.P.

New York, NY · Est. 2007

NationalInternational
Fee-only
AUM
$130.7B
Per adviser
$360M
Advisers
363

No reported disclosures

Van Eck Associates Corp.

New York, NY · Est. 1984

NationalInternational
Fee-only
AUM
$125.6B
Per adviser
$2.7B
Advisers
46

No reported disclosures

General Atlantic Service Company, L.P.

New York, NY · Est. 2005

NationalInternational
Fee-only
AUM
$125.3B
Per adviser
$305M
Advisers
411

No reported disclosures

New York Life Investment Management LLC

New York, NY · Est. 2000

NationalInternational
Fee-based
AUM
$120.7B
Per adviser
$6.7B
Advisers
18

No reported disclosures

Lazard Asset Management LLC

New York, NY · Est. 2002

NationalInternational
Fee-based
AUM
$120.5B
Per adviser
$502M
Advisers
240

No reported disclosures

Tpg Angelo Gordon

New York, NY · Est. 1989

NationalInternational
Fee-only
AUM
$115.9B
Per adviser
$298M
Advisers
389

No reported disclosures

Warburg Pincus LLC

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$108.7B
Per adviser
$372M
Advisers
292

No reported disclosures

Bam Credit And Insurance Solutions Advisor LLC

New York, NY · Est. 2021

NationalInternational
Fee-only
AUM
$107.3B
Per adviser
$76M
Advisers
1,421

Brookfield Asset Management Pic US, LLC

New York, NY · Est. 2010

NationalInternational
Fee-only
AUM
$105.3B
Per adviser
$59M
Advisers
1,790

Oak Hill Advisors, L.P.

New York, NY · Est. 2004

NationalInternational
Fee-based
AUM
$100.7B
Per adviser
$891M
Advisers
113

No reported disclosures

Blackstone Credit Bdc Advisors LLC

New York, NY · Est. 2018

National
Fee-only
AUM
$100.6B
Per adviser
$227M
Advisers
443

No reported disclosures

Rockefeller Capital Management

New York, NY · Est. 2018

NationalInternational
Fee-based
AUM
$99.6B
Per adviser
$122M
Advisers
815

No reported disclosures

Renaissance Technologies LLC

New York, NY · Est. 1998

NationalInternational
Fee-only
AUM
$96.4B
Per adviser
$567M
Advisers
170

Blue Owl Gpsc Advisors LLC

New York, NY · Est. 2021

NationalInternational
Fee-only
AUM
$94.7B
Per adviser
$2.4B
Advisers
40

No reported disclosures

Coatue Management, L.L.C.

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$92.7B
Per adviser
$1.4B
Advisers
68

No reported disclosures

Cerberus Capital Management, L.P.

New York, NY · Est. 2010

NationalInternational
Fee-only
AUM
$92.5B
Per adviser
$428M
Advisers
216

No reported disclosures

Insight Venture Partners

New York, NY · Est. 2007

NationalInternational
Fee-only
AUM
$92.2B
Per adviser
$627M
Advisers
147

Blackstone Alternative Asset Management L.P.

New York, NY · Est. 1996

NationalInternational
Fee-only
AUM
$92.0B
Per adviser
$829M
Advisers
111

No reported disclosures

Capstone Investment Advisors, LLC

New York, NY · Est. 2012

NationalInternational
Fee-based
AUM
$91.5B
Per adviser
$796M
Advisers
115

Wisdomtree Asset Management, INC.

New York, NY · Est. 2006

National
Fee-only
AUM
$88.4B
Per adviser
$3.2B
Advisers
28

No reported disclosures

Clayton, Dubilier & Rice, LLC

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$87.4B
Per adviser
$579M
Advisers
151

No reported disclosures

Fortress Investment Group

New York, NY · Est. 2004

NationalInternational
Fee-only
AUM
$87.3B
Per adviser
$202M
Advisers
432

Cohen & Steers Capital Management INC.

New York, NY · Est. 1986

NationalInternational
Fee-only
AUM
$85.7B
Per adviser
$1.4B
Advisers
60

No reported disclosures

Global X Management Company LLC

New York, NY · Est. 2008

NationalInternational
Fee-only
AUM
$83.0B
Per adviser
$2.8B
Advisers
30

No reported disclosures

Nippon Life Global Investors Americas, INC.

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$83.0B
Per adviser
$1.2B
Advisers
71

No reported disclosures

Park Avenue Institutional Advisers LLC

New York, NY · Est. 2015

National
Fee-only
AUM
$82.0B
Per adviser
$8.2B
Advisers
10

No reported disclosures

Stonepeak

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$81.9B
Per adviser
$440M
Advisers
186

No reported disclosures

Pzena Investment Management LLC

New York, NY · Est. 1995

NationalInternational
Fee-only
AUM
$81.4B
Per adviser
$1.5B
Advisers
55

No reported disclosures

Strategic Partners Fund Solutions Advisors L.P.

New York, NY · Est. 2005

NationalInternational
Fee-only
AUM
$80.4B
Per adviser
$992M
Advisers
81

No reported disclosures

Blackstone Infrastructure Advisors L.L.C.

New York, NY · Est. 2017

NationalInternational
Fee-only
AUM
$80.2B
Per adviser
$1.5B
Advisers
55

No reported disclosures

Centerbridge Partners, L.P.

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$79.9B
Per adviser
$665M
Advisers
120

No reported disclosures

Lexington Partners L.P.

New York, NY · Est. 2010

NationalInternational
Fee-only
AUM
$79.3B
Per adviser
$480M
Advisers
165

No reported disclosures

Tiger Global Management, LLC

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$78.0B
Per adviser
$1.6B
Advisers
49

No reported disclosures

Blackstone Property Advisors L.P.

New York, NY · Est. 2015

NationalInternational
Fee-only
AUM
$77.4B
Per adviser
$198M
Advisers
391

No reported disclosures

Pinebridge Investments LLC

New York, NY · Est. 2016

NationalInternational
Fee-only
AUM
$76.7B
Per adviser
$629M
Advisers
122

No reported disclosures

Clarion Partners

New York, NY · Est. 1981

NationalInternational
Fee-based
AUM
$73.7B
Per adviser
$409M
Advisers
180

No reported disclosures

Rbc Rochdale, LLC

New York, NY · Est. 1986

NationalInternational
Fee-based
AUM
$73.0B
Per adviser
$529M
Advisers
138

No reported disclosures

Tiaa-Cref Tuition Financing, INC.

New York, NY · Est. 1999

National
Fee-based
AUM
$70.5B
Per adviser
$14.1B
Advisers
5

No reported disclosures

Blackstone Asset Based Finance Advisors LP

New York, NY · Est. 2002

NationalInternational
Fee-only
AUM
$70.4B
Per adviser
$183M
Advisers
386

No reported disclosures

Goldentree Asset Management LP

New York, NY · Est. 2001

NationalInternational
Fee-only
AUM
$70.1B
Per adviser
$877M
Advisers
80

No reported disclosures

Blackstone Real Estate Special Situations Advisors L.L.C.

New York, NY · Est. 2008

NationalInternational
Fee-only
AUM
$69.8B
Per adviser
$521M
Advisers
134

No reported disclosures

Betterment

New York, NY · Est. 2009

5.0(18)National
Fee-only
AUM
$69.5B
Per adviser
$2.0B
Advisers
34

Carlyle Global Credit Investment Management L.L.C.

New York, NY · Est. 2013

NationalInternational
Fee-based
AUM
$68.4B
Per adviser
$441M
Advisers
155

Brookfield Public Securities Group LLC

New York, NY · Est. 1989

NationalInternational
Fee-based
AUM
$66.5B
Per adviser
$1.6B
Advisers
41

No reported disclosures

Blue Owl Credit Advisors LLC

New York, NY · Est. 2016

NationalInternational
Fee-only
AUM
$64.9B
Per adviser
$259M
Advisers
250

No reported disclosures

Cvc Credit Partners, LLC

New York, NY · Est. 2011

NationalInternational
Fee-only
AUM
$61.6B
Per adviser
$833M
Advisers
74

No reported disclosures

Quantinno Capital Management LP

New York, NY · Est. 2018

National
Fee-only
AUM
$60.9B
Per adviser
$4.7B
Advisers
13

No reported disclosures

Lgt Capital Partners (USA) INC.

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$59.8B
Per adviser
$1.2B
Advisers
49

No reported disclosures

Mio Partners, INC.

New York, NY · Est. 1992

NationalInternational
Fee-based
AUM
$59.6B
Per adviser
$903M
Advisers
66

No reported disclosures

Marshall Wace North America L.P.

New York, NY · Est. 2009

NationalInternational
Fee-only
AUM
$58.9B
Per adviser
$526M
Advisers
112

No reported disclosures

Blackstone Private Credit Strategies LLC

New York, NY · Est. 2023

NationalInternational
Fee-only
AUM
$57.9B
Per adviser
$131M
Advisers
443

No reported disclosures

Alpinvest US Holdings, LLC

New York, NY · Est. 2023

NationalInternational
Fee-based
AUM
$57.7B
Per adviser
$454M
Advisers
127

No reported disclosures

Brown Brothers Harriman Credit Partners, LLC

New York, NY · Est. 2025

NationalInternational
Fee-only
AUM
$57.4B
Per adviser
$2.0B
Advisers
29

No reported disclosures

Tenaron Capital Management LP

New York, NY · Est. 2016

NationalInternational
Fee-only
AUM
$56.4B
Per adviser
$3.5B
Advisers
16

No reported disclosures

Citigroup Global Markets INC.

New York, NY · Est. 1964

NationalInternational
Fee-based
AUM
$56.0B
Per adviser
$14M
Advisers
4,078

Churchill Asset Management LLC

New York, NY · Est. 2015

NationalInternational
Fee-based
AUM
$55.7B
Per adviser
$705M
Advisers
79

No reported disclosures

Rafferty Asset Management, LLC

New York, NY · Est. 1997

National
Fee-only
AUM
$55.2B
Per adviser
$4.2B
Advisers
13

No reported disclosures

Veritas Capital Fund Management, L.L.C.

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$53.8B
Per adviser
$758M
Advisers
71

No reported disclosures

Sculptor Capital LP

New York, NY · Est. 1999

NationalInternational
Fee-only
AUM
$52.7B
Per adviser
$454M
Advisers
116

Blackstone Liquid Credit Advisors I LLC

New York, NY · Est. 2009

NationalInternational
Fee-only
AUM
$51.6B
Per adviser
$127M
Advisers
408

No reported disclosures

Thrive Capital

New York, NY · Est. 2021

NationalInternational
Fee-only
AUM
$50.5B
Per adviser
$1.5B
Advisers
33

No reported disclosures

Holocene Advisors, LP

New York, NY · Est. 2017

NationalInternational
Fee-only
AUM
$50.4B
Per adviser
$989M
Advisers
51

No reported disclosures

Segal Marco Advisors

New York, NY · Est. 2002

National
Fee-based
AUM
$50.2B
Per adviser
$487M
Advisers
103

No reported disclosures

Icg Investments INC

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$49.7B
Per adviser
$920M
Advisers
54

No reported disclosures

Macquarie Infrastructure Partners

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$48.8B
Per adviser
$436M
Advisers
112

No reported disclosures

Bnp Paribas Asset Management USA, INC.

New York, NY · Est. 1975

RegionalInternational
Fee-only
AUM
$48.4B
Per adviser
$712M
Advisers
68

No reported disclosures

Bessemer Investment Management LLC

New York, NY · Est. 2001

Regional
Fee-only
AUM
$47.0B
Per adviser
$1.0B
Advisers
45

No reported disclosures

Davidson Kempner Capital Management LP

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$46.6B
Per adviser
$266M
Advisers
175

No reported disclosures

New Mountain Capital, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$46.4B
Per adviser
$301M
Advisers
154

No reported disclosures

Blue Owl Credit Private Fund Advisors LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$46.1B
Per adviser
$184M
Advisers
250

No reported disclosures

Meag New York Corporation

New York, NY · Est. 2022

RegionalInternational
Fee-based
AUM
$44.9B
Per adviser
$1.7B
Advisers
27

No reported disclosures

Blackstone Alternative Credit Advisors LP

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$44.1B
Per adviser
$100M
Advisers
443

No reported disclosures

Apogem Capital LLC

New York, NY · Est. 2020

RegionalInternational
Fee-based
AUM
$43.8B
Per adviser
$345M
Advisers
127

No reported disclosures

Element Capital Management LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$43.4B
Per adviser
$1.4B
Advisers
30

Equitable Advisors, LLC

New York, NY · Est. 1978

National
Fee-based
AUM
$42.5B
Per adviser
$9M
Advisers
4,664

Sunamerica Asset Management, LLC

New York, NY · Est. 1983

Regional
Fee-only
AUM
$42.2B
Per adviser
$5.3B
Advisers
8

No reported disclosures

Ninety One North America, INC.

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$41.5B
Per adviser
$1.1B
Advisers
39

No reported disclosures

Blackstone Tactical Opportunities Advisors L.L.C.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$40.4B
Per adviser
$517M
Advisers
78

No reported disclosures

Cerity Partners Retirement Plan Consultants

New York, NY · Est. 2012

National
Fee-based
AUM
$40.3B
Per adviser
$263M
Advisers
153

No reported disclosures

Ifm Investors (US) Advisor, LLC

New York, NY · Est. 2008

RegionalInternational
Fee-based
AUM
$40.2B
Per adviser
$639M
Advisers
63

No reported disclosures

D1 Capital Partners L.P.

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$40.2B
Per adviser
$1.1B
Advisers
37

No reported disclosures

Bamco, INC.

New York, NY · Est. 1987

RegionalInternational
Fee-only
AUM
$39.5B
Per adviser
$964M
Advisers
41

No reported disclosures

Copenhagen Infrastructure Partners INC.

New York, NY · Est. 2022

RegionalInternational
Fee-based
AUM
$39.4B
Per adviser
$937M
Advisers
42

No reported disclosures

Eqt Partners INC.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$39.2B
Per adviser
$404M
Advisers
97

No reported disclosures

Linden Advisors LP

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$38.8B
Per adviser
$1.6B
Advisers
25

No reported disclosures

Ms Capital Partners Adviser INC.

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$38.8B
Per adviser
$310M
Advisers
125

No reported disclosures

First Manhattan Co. LLC

New York, NY · Est. 1977

RegionalInternational
Fee-only
AUM
$38.1B
Per adviser
$747M
Advisers
51

No reported disclosures

Advice And Planning Services

New York, NY · Est. 2004

National
Fee-only
AUM
$37.9B
Per adviser
$37M
Advisers
1,020

Nomura Corporate Research And Asset Management INC

New York, NY · Est. 1991

RegionalInternational
Fee-only
AUM
$37.6B
Per adviser
$1.5B
Advisers
25

No reported disclosures

Sound Point Capital Management, LP

New York, NY · Est. 2011

RegionalInternational
Fee-based
AUM
$37.0B
Per adviser
$435M
Advisers
85

Rockefeller Capital Management

New York, NY · Est. 2018

National
Fee-based
AUM
$36.8B
Per adviser
$99M
Advisers
372

No reported disclosures

Oppenheimer & Co. INC.

New York, NY · Est. 1955

NationalInternational
Fee-based
AUM
$36.7B
Per adviser
$30M
Advisers
1,219

Bbr Partners, LLC

New York, NY · Est. 2000

RegionalInternational
Fee-based
AUM
$36.5B
Per adviser
$689M
Advisers
53

No reported disclosures

Select Equity Group, L.P.

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$36.4B
Per adviser
$438M
Advisers
83

Stone Ridge Asset Management LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$36.3B
Per adviser
$773M
Advisers
47

Eagle Capital Management LLC

New York, NY · Est. 1995

RegionalInternational
Fee-only
AUM
$35.8B
Per adviser
$3.0B
Advisers
12

No reported disclosures

Blackstone Credit Systematic Strategies LLC

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$35.7B
Per adviser
$105M
Advisers
339

No reported disclosures

Aksia LLC

New York, NY · Est. 2007

RegionalInternational
Fee-based
AUM
$35.2B
Per adviser
$275M
Advisers
128

No reported disclosures

Shenkman Capital Management, INC.

New York, NY · Est. 1985

RegionalInternational
Fee-only
AUM
$35.1B
Per adviser
$702M
Advisers
50

No reported disclosures

Octagon Credit Investors, LLC

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$35.1B
Per adviser
$815M
Advisers
43

No reported disclosures

Schroders Capital Management (US) INC.

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$34.6B
Per adviser
$384M
Advisers
90

No reported disclosures

King Street Capital Management, L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$34.6B
Per adviser
$349M
Advisers
99

No reported disclosures

Brevan Howard US Investment Management LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$34.4B
Per adviser
$302M
Advisers
114

No reported disclosures

Wealthspire Advisors

New York, NY · Est. 1995

NationalInternational
Fee-based
AUM
$34.3B
Per adviser
$156M
Advisers
220

No reported disclosures

Voya Alternative Asset Management LLC

New York, NY · Est. 1996

RegionalInternational
Fee-only
AUM
$34.0B
Per adviser
$739M
Advisers
46

No reported disclosures

Pacific Way Capital Management, LLC

New York, NY · Est. 2025

RegionalInternational
Fee-based
AUM
$33.6B
Per adviser
$8.4B
Advisers
4

No reported disclosures

Sona Asset Management (US) LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$33.5B
Per adviser
$1.1B
Advisers
31

No reported disclosures

Bny Mellon Advisors, INC.

New York, NY · Est. 1996

RegionalInternational
Fee-based
AUM
$33.5B
Per adviser
$761M
Advisers
44

D. E. Shaw Investment Management, L.L.C.

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$33.4B
Per adviser
$742M
Advisers
45

No reported disclosures

Redding Ridge Asset Management LLC

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$33.3B
Per adviser
$653M
Advisers
51

No reported disclosures

Brigade Capital Management, LP

New York, NY · Est. 2009

RegionalInternational
Fee-only
AUM
$33.0B
Per adviser
$786M
Advisers
42

No reported disclosures

26north

New York, NY · Est. 2022

RegionalInternational
Fee-based
AUM
$32.7B
Per adviser
$394M
Advisers
83

No reported disclosures

Jain Global LLC

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$32.4B
Per adviser
$135M
Advisers
240

No reported disclosures

Eagle Strategies LLC

New York, NY · Est. 1988

National
Fee-based
AUM
$32.0B
Per adviser
$13M
Advisers
2,463

Goldman Sachs Wealth Services, L.P.

Cohoes, NY · Est. 1994

NationalInternational
Fee-based
AUM
$31.7B
Per adviser
$28M
Advisers
1,134

Muzinich & Co., INC.

New York, NY · Est. 1991

RegionalInternational
Fee-only
AUM
$31.3B
Per adviser
$467M
Advisers
67

No reported disclosures

Bc Partners Pe L.P.

New York, NY · Est. 2024

RegionalInternational
Fee-based
AUM
$31.1B
Per adviser
$1.3B
Advisers
24

No reported disclosures

Tiedemann Advisors, LLC

New York, NY · Est. 2009

RegionalInternational
Fee-based
AUM
$31.0B
Per adviser
$485M
Advisers
64

No reported disclosures

Tjc LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$30.8B
Per adviser
$350M
Advisers
88

No reported disclosures

Blackstone Clo Management LLC

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$30.7B
Per adviser
$75M
Advisers
408

No reported disclosures

Marathon Asset Management, L.P.

New York, NY · Est. 2003

RegionalInternational
Fee-only
AUM
$30.5B
Per adviser
$308M
Advisers
99

No reported disclosures

Btg Pactual Asset Management US , LLC

New York, NY · Est. 2010

RegionalInternational
Fee-based
AUM
$30.1B
Per adviser
$279M
Advisers
108

No reported disclosures

Gotham Asset Management, LLC

New York, NY · Est. 2009

RegionalInternational
Fee-only
AUM
$30.0B
Per adviser
$1.4B
Advisers
22

No reported disclosures

Apollo Credit Management, LLC

New York, NY · Est. 2011

NationalInternational
Fee-only
AUM
$30.0B
Per adviser
$33M
Advisers
912

No reported disclosures

Jpmorgan Alternative Asset Management

New York, NY · Est. 1991

RegionalInternational
Fee-only
AUM
$29.7B
Per adviser
$1.1B
Advisers
26

No reported disclosures

Epoch Investment Partners, INC.

New York, NY · Est. 2004

RegionalInternational
Fee-based
AUM
$29.7B
Per adviser
$327M
Advisers
91

Franklin Templeton Institutional, LLC

New York, NY · Est. 2001

RegionalInternational
Fee-only
AUM
$29.6B
Per adviser
$1.1B
Advisers
26

No reported disclosures

Invesco Senior Secured Management, INC.

New York, NY · Est. 1992

RegionalInternational
Fee-only
AUM
$29.4B
Per adviser
$445M
Advisers
66

No reported disclosures

Partners Group (USA) INC.

New York, NY · Est. 2007

RegionalInternational
Fee-only
AUM
$29.1B
Per adviser
$116M
Advisers
250

Wafra INC.

New York, NY · Est. 1985

RegionalInternational
Fee-based
AUM
$29.0B
Per adviser
$421M
Advisers
69

No reported disclosures

Dbx Advisors LLC

New York, NY · Est. 2010

Regional
Fee-only
AUM
$29.0B
Per adviser
$2.9B
Advisers
10

No reported disclosures

Quadrature US INC.

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$28.8B
Per adviser
$240M
Advisers
120

No reported disclosures

Diameter Capital Partners LP

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$28.8B
Per adviser
$464M
Advisers
62

No reported disclosures

Third Point LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$28.7B
Per adviser
$423M
Advisers
68

No reported disclosures

Hps Advisors, LLC

New York, NY · Est. 2023

Regional
Fee-only
AUM
$28.5B
Per adviser
$71M
Advisers
402

No reported disclosures

Silvercrest Asset Management Group LLC

New York, NY · Est. 2002

RegionalInternational
Fee-based
AUM
$28.3B
Per adviser
$308M
Advisers
92

No reported disclosures

Benefit Street Partners L.L.C.

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$28.3B
Per adviser
$257M
Advisers
110

No reported disclosures

Pretium Residential Credit Management, LLC

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$28.2B
Per adviser
$940M
Advisers
30

No reported disclosures

Baker Brothers Investments

New York, NY · Est. 2012

Regional
Fee-only
AUM
$28.1B
Per adviser
$1.7B
Advisers
17

No reported disclosures

Arini Capital Management US LLC

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$28.0B
Per adviser
$2.2B
Advisers
13

No reported disclosures

Anchorage Capital Advisors, L.P.

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$27.8B
Per adviser
$663M
Advisers
42

No reported disclosures

Towerbrook Capital Partners

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$27.7B
Per adviser
$291M
Advisers
95

No reported disclosures

Bregal Investments, INC.

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$27.5B
Per adviser
$444M
Advisers
62

No reported disclosures

Kirkoswald Asset Management LLC

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$27.2B
Per adviser
$1.5B
Advisers
18

No reported disclosures

Aquarian Holdings Investment Management LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$26.7B
Per adviser
$651M
Advisers
41

No reported disclosures

Summit Rock Advisors, LP

New York, NY · Est. 2007

RegionalInternational
Fee-based
AUM
$26.2B
Per adviser
$638M
Advisers
41

No reported disclosures

Fred Alger Management, LLC

New York, NY · Est. 1970

RegionalInternational
Fee-only
AUM
$26.1B
Per adviser
$654M
Advisers
40

No reported disclosures

Blue Owl Insurance Solutions

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$25.8B
Per adviser
$861M
Advisers
30

No reported disclosures

Agl Credit Management LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$25.8B
Per adviser
$614M
Advisers
42

No reported disclosures

Pretium Single-Family Rental Manager III, LLC

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$25.7B
Per adviser
$571M
Advisers
45

No reported disclosures

Audax Private Debt

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$25.7B
Per adviser
$321M
Advisers
80

No reported disclosures

Cvc Advisors (U.S.) INC.

New York, NY · Est. 2015

RegionalInternational
Fee-based
AUM
$25.6B
Per adviser
$473M
Advisers
54

No reported disclosures

Alkeon Capital Management, LLC

New York, NY · Est. 2001

RegionalInternational
Fee-only
AUM
$25.3B
Per adviser
$843M
Advisers
30

No reported disclosures

Pershing Square Capital Management, L.P.

New York, NY · Est. 2004

RegionalInternational
Fee-based
AUM
$25.1B
Per adviser
$2.3B
Advisers
11

Jefferies Finance LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$24.6B
Per adviser
$482M
Advisers
51

No reported disclosures

Gabelli Funds, LLC

Rye, NY · Est. 1990

RegionalInternational
Fee-only
AUM
$24.6B
Per adviser
$522M
Advisers
47

No reported disclosures

Elmwood Asset Management LLC

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$24.3B
Per adviser
$1.2B
Advisers
21

No reported disclosures

Bridgepoint LLC

New York, NY · Est. 2022

RegionalInternational
Fee-based
AUM
$24.2B
Per adviser
$1.2B
Advisers
21

No reported disclosures

Bgo US Real Estate LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$24.1B
Per adviser
$754M
Advisers
32

No reported disclosures

Moore Capital Management, LP

New York, NY · Est. 2012

Regional
Fee-based
AUM
$23.7B
Per adviser
$143M
Advisers
166

No reported disclosures

Twentyfour Asset Management (US) LP

New York, NY · Est. 2016

Regional
Fee-only
AUM
$23.5B
Per adviser
$4.7B
Advisers
5

No reported disclosures

Belle Haven Investments, L.P.

Rye Brook, NY · Est. 2006

Regional
Fee-only
AUM
$23.3B
Per adviser
$583M
Advisers
40

New Holland Capital, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-based
AUM
$23.3B
Per adviser
$1.4B
Advisers
17

No reported disclosures

Arax Advisory Partners

New York, NY · Est. 2006

NationalInternational
Fee-based
AUM
$23.2B
Per adviser
$166M
Advisers
140

No reported disclosures

Engineers Gate Manager LP

New York, NY · Est. 2014

RegionalInternational
Fee-based
AUM
$23.2B
Per adviser
$138M
Advisers
168

No reported disclosures

Cbre Investment Management

New York, NY · Est. 1995

Regional
Fee-only
AUM
$22.8B
Per adviser
$202M
Advisers
113

Cantillon Capital Management LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$22.8B
Per adviser
$2.8B
Advisers
8

No reported disclosures

Mpc Capital Advisors, LLC

Rockville Centre, NY · Est. 2010

Regional
Fee-based
AUM
$22.6B
Per adviser
$3.8B
Advisers
6

No reported disclosures

Cvc Secondary Partners (U.S.), LLC

New York, NY · Est. 2017

RegionalInternational
Fee-based
AUM
$22.2B
Per adviser
$1.2B
Advisers
19

No reported disclosures

Waterfall Asset Management, LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$22.0B
Per adviser
$401M
Advisers
55

No reported disclosures

Davis Selected Advisers - Ny, INC.

New York, NY · Est. 1996

RegionalInternational
Fee-only
AUM
$22.0B
Per adviser
$2.2B
Advisers
10

No reported disclosures

Ehrenkranz Partners L.P.

New York, NY · Est. 2004

RegionalInternational
Fee-based
AUM
$21.5B
Per adviser
$1.2B
Advisers
18

No reported disclosures

Oppenheimer Asset Management

New York, NY · Est. 1988

RegionalInternational
Fee-based
AUM
$21.3B
Per adviser
$165M
Advisers
129

No reported disclosures

Msd Partners, L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$21.3B
Per adviser
$92M
Advisers
231

No reported disclosures

Cerity Partners Ocio LLC

New York, NY · Est. 2010

Regional
Fee-only
AUM
$21.1B
Per adviser
$1.0B
Advisers
21

No reported disclosures

Centiva Capital, LP

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$20.6B
Per adviser
$132M
Advisers
156

No reported disclosures

Orbimed Advisors LLC

New York, NY · Est. 2002

RegionalInternational
Fee-only
AUM
$20.6B
Per adviser
$240M
Advisers
86

No reported disclosures

Offit Capital

New York, NY · Est. 2007

RegionalInternational
Fee-based
AUM
$20.6B
Per adviser
$375M
Advisers
55

No reported disclosures

Vontobel Asset Management, INC.

New York, NY · Est. 1984

RegionalInternational
Fee-only
AUM
$20.3B
Per adviser
$882M
Advisers
23

No reported disclosures

Harvest Partners, LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$20.2B
Per adviser
$311M
Advisers
65

No reported disclosures

Bessemer Venture Partners

Larchmont, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$20.2B
Per adviser
$244M
Advisers
83

No reported disclosures

Rokos Capital Management (US) LP

New York City, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$20.2B
Per adviser
$918M
Advisers
22

No reported disclosures

Mutual Of America Capital Management LLC

New York, NY · Est. 1993

Regional
Fee-only
AUM
$20.1B
Per adviser
$915M
Advisers
22

No reported disclosures

Blackstone Alternative Solutions L.L.C.

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$20.1B
Per adviser
$181M
Advisers
111

No reported disclosures

Bxmt Advisors L.L.C.

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$20.0B
Per adviser
$149M
Advisers
134

No reported disclosures

Summit Trail Advisors, LLC

New York, NY · Est. 2015

Regional
Fee-based
AUM
$19.9B
Per adviser
$643M
Advisers
31

No reported disclosures

Record Currency Management INC

New York, NY · Est. 2014

Regional
Fee-based
AUM
$19.7B
Per adviser
$9.8B
Advisers
2

No reported disclosures

Royalty Pharma Sub-Manager, LLC

New York, NY · Est. 2025

RegionalInternational
Fee-based
AUM
$19.6B
Per adviser
$409M
Advisers
48

No reported disclosures

Park Avenue Securities LLC

New York, NY · Est. 2000

National
Fee-based
AUM
$19.6B
Per adviser
$10M
Advisers
2,054

Egerton Capital (US), LP

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$19.5B
Per adviser
$2.8B
Advisers
7

No reported disclosures

Pdt Partners, LLC

New York, NY · Est. 2012

Regional
Fee-based
AUM
$19.2B
Per adviser
$200M
Advisers
96

No reported disclosures

Deerfield Management Company

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$19.1B
Per adviser
$214M
Advisers
89

Kps Capital Partners, LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$19.1B
Per adviser
$172M
Advisers
111

No reported disclosures

Knighthead Capital Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$19.0B
Per adviser
$655M
Advisers
29

No reported disclosures

American Securities LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$18.9B
Per adviser
$210M
Advisers
90

No reported disclosures

Park Square Capital USA LP

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$18.9B
Per adviser
$394M
Advisers
48

No reported disclosures

Capricorn Investment Group LLC

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$18.9B
Per adviser
$1.2B
Advisers
16

No reported disclosures

Blackstone Liquid Credit Strategies LLC

New York, NY · Est. 2007

RegionalInternational
Fee-only
AUM
$18.8B
Per adviser
$46M
Advisers
408

No reported disclosures

Royalty Pharma Manager, LLC

New York, NY · Est. 2025

RegionalInternational
Fee-based
AUM
$18.5B
Per adviser
$386M
Advisers
48

No reported disclosures

Saba Capital Management, L.P.

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$18.3B
Per adviser
$1.1B
Advisers
17

No reported disclosures

Acore Capital, LP

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$18.3B
Per adviser
$261M
Advisers
70

No reported disclosures

Siguler Guff Advisers LLC

New York, NY · Est. 1995

RegionalInternational
Fee-based
AUM
$18.3B
Per adviser
$257M
Advisers
71

No reported disclosures

Reverence Capital Partners

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$18.1B
Per adviser
$583M
Advisers
31

No reported disclosures

Blackrock Alternatives Management, LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$18.0B
Per adviser
$2.6B
Advisers
7

No reported disclosures

Boothbay Fund Management

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$18.0B
Per adviser
$999M
Advisers
18

No reported disclosures

Blackstone Private Investments Advisors L.L.C.

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$17.9B
Per adviser
$560M
Advisers
32

No reported disclosures

Omers Infrastructure And Omers Infrastructure US

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$17.8B
Per adviser
$168M
Advisers
106

No reported disclosures

Invesco Loan Manager, LLC

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$17.7B
Per adviser
$268M
Advisers
66

No reported disclosures

Searchlight Capital Partners

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$17.5B
Per adviser
$254M
Advisers
69

No reported disclosures

Limekiln Real Estate Investment Management, LP

New York, NY · Est. 2018

RegionalInternational
Fee-based
AUM
$17.5B
Per adviser
$761M
Advisers
23

No reported disclosures

American Industrial Partners

New York, NY · Est. 2012

Regional
Fee-only
AUM
$17.5B
Per adviser
$307M
Advisers
57

No reported disclosures

Fiera Capital INC.

New York, NY · Est. 1972

RegionalInternational
Fee-only
AUM
$17.3B
Per adviser
$467M
Advisers
37

No reported disclosures

Kohlberg & Company

Mount Kisco, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$17.1B
Per adviser
$286M
Advisers
60

No reported disclosures

Bernard L. Madoff Investment Securities LLC

New York, NY · Est. 2006

Regional
Fee-only
AUM
$17.1B
Per adviser
Advisers

No reported disclosures

Niobrara Capital Partners

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$17.1B
Per adviser
$1.7B
Advisers
10

No reported disclosures

Manning & Napier Advisors, LLC

Fairport, NY · Est. 1975

RegionalInternational
Fee-only
AUM
$17.0B
Per adviser
$107M
Advisers
159

No reported disclosures

Allen Investment Management, LLC

New York, NY · Est. 2003

RegionalInternational
Fee-based
AUM
$16.9B
Per adviser
$1.4B
Advisers
12

No reported disclosures

Symmetry Investments US LLC

New York, NY · Est. 2023

RegionalInternational
Fee-based
AUM
$16.8B
Per adviser
$1.9B
Advisers
9

No reported disclosures

Monarch

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$16.7B
Per adviser
$397M
Advisers
42

No reported disclosures

Darsana Capital Partners LP

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$16.7B
Per adviser
$1.5B
Advisers
11

No reported disclosures

Compass Rose Asset Management

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$16.5B
Per adviser
$1.0B
Advisers
16

No reported disclosures

O'Connor Alternative Investments, LLC

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$16.4B
Per adviser
$963M
Advisers
17

No reported disclosures

3g Capital Partners LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$16.3B
Per adviser
$1.8B
Advisers
9

No reported disclosures

Invus Financial Advisors, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-based
AUM
$16.2B
Per adviser
$377M
Advisers
43

No reported disclosures

Varde Management, L.P.

New York, NY · Est. 2009

RegionalInternational
Fee-only
AUM
$16.1B
Per adviser
$252M
Advisers
64

No reported disclosures

Blue Owl Technology Credit Advisors LLC

New York, NY · Est. 2018

Regional
Fee-only
AUM
$16.1B
Per adviser
$64M
Advisers
250

No reported disclosures

Silverbay Capital Management LLC

New York, NY · Est. 2009

Regional
Fee-only
AUM
$16.1B
Per adviser
$535M
Advisers
30

No reported disclosures

Morgan Stanley Infrastructure INC.

New York, NY · Est. 2007

RegionalInternational
Fee-only
AUM
$16.0B
Per adviser
$333M
Advisers
48

No reported disclosures

Msref Real Estate Advisor, INC.

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$15.8B
Per adviser
$93M
Advisers
170

No reported disclosures

Oep Capital Advisors, L.P.

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$15.7B
Per adviser
$291M
Advisers
54

Soroban Capital Partners LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$15.7B
Per adviser
$1.3B
Advisers
12

No reported disclosures

Blackstone Strategic Capital Advisors, L.L.C.

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$15.6B
Per adviser
$741M
Advisers
21

No reported disclosures

Citizens Private Wealth

Tarrytown, NY · Est. 1992

NationalInternational
Fee-based
AUM
$15.5B
Per adviser
$76M
Advisers
204

No reported disclosures

Evercore Wealth Management, LLC

New York, NY · Est. 2008

RegionalInternational
Fee-based
AUM
$15.5B
Per adviser
$228M
Advisers
68

No reported disclosures

Aea Qp Advisers LLC

New York, NY · Est. 2003

RegionalInternational
Fee-only
AUM
$15.5B
Per adviser
$138M
Advisers
112

No reported disclosures

Tishman Speyer Properties, L.P.

New York, NY · Est. 2012

NationalInternational
Fee-only
AUM
$15.4B
Per adviser
$96M
Advisers
160

No reported disclosures

Abbott Capital Management LLC

New York, NY · Est. 1986

RegionalInternational
Fee-based
AUM
$15.3B
Per adviser
$767M
Advisers
20

No reported disclosures

Banner Ridge Partners

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$15.3B
Per adviser
$806M
Advisers
19

No reported disclosures

Pomona Capital

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$15.2B
Per adviser
$842M
Advisers
18

No reported disclosures

Wcas Management Corporation

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$14.9B
Per adviser
$331M
Advisers
45

Pharo Management, INC.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$14.6B
Per adviser
$1.0B
Advisers
14

No reported disclosures

Napier Park Global Capital (US) LP

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$14.6B
Per adviser
$339M
Advisers
43

No reported disclosures

Dra Advisors LLC

New York, NY · Est. 1994

Regional
Fee-only
AUM
$14.4B
Per adviser
$195M
Advisers
74

No reported disclosures

Pine Ridge Advisers LLC

New York, NY · Est. 2018

Regional
Fee-based
AUM
$14.4B
Per adviser
$3.6B
Advisers
4

No reported disclosures

Kelso & Company, L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$14.3B
Per adviser
$377M
Advisers
38

No reported disclosures

Sycamore Partners

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$14.3B
Per adviser
$408M
Advisers
35

No reported disclosures

Bsp Ny LLC

New York, NY · Est. 2003

RegionalInternational
Fee-only
AUM
$14.2B
Per adviser
$1.8B
Advisers
8

No reported disclosures

Rtw Investments LP

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$14.1B
Per adviser
$404M
Advisers
35

Federated Global Investment Management Corp.

New York, NY · Est. 1995

RegionalInternational
Fee-only
AUM
$14.1B
Per adviser
$361M
Advisers
39

Related Fund Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$14.0B
Per adviser
$260M
Advisers
54

No reported disclosures

Redbird Capital Partners Management LLC

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$14.0B
Per adviser
$184M
Advisers
76

No reported disclosures

Varagon Capital Partners, L.P.

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$14.0B
Per adviser
$311M
Advisers
45

Oak Hill Capital Management, LLC

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$13.9B
Per adviser
$410M
Advisers
34

No reported disclosures

Srs Investment Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$13.9B
Per adviser
$773M
Advisers
18

No reported disclosures

Libremax Capital, LLC

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$13.9B
Per adviser
$315M
Advisers
44

No reported disclosures

Clearbrook Investment Consulting LLC

New York, NY · Est. 1999

Regional
Fee-based
AUM
$13.7B
Per adviser
$2.3B
Advisers
6

No reported disclosures

Avoro Capital Advisors LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$13.6B
Per adviser
$1.2B
Advisers
11

No reported disclosures

The Riverside Company

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$13.5B
Per adviser
$125M
Advisers
108

No reported disclosures

Haidar Capital Management LLC

Pearl River, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$13.4B
Per adviser
$2.7B
Advisers
5

No reported disclosures

Ivy Hill Asset Management, L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$13.0B
Per adviser
$926M
Advisers
14

No reported disclosures

Mkp Capital Management, L.L.C.

New York, NY · Est. 2000

RegionalInternational
Fee-only
AUM
$12.9B
Per adviser
$643M
Advisers
20

No reported disclosures

Ls Power Equity Advisors, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$12.6B
Per adviser
$104M
Advisers
121

No reported disclosures

Williams Jones Wealth Management, LLC

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$12.5B
Per adviser
$520M
Advisers
24

No reported disclosures

Royce Investment Partners

New York, NY · Est. 1971

RegionalInternational
Fee-only
AUM
$12.4B
Per adviser
$414M
Advisers
30

No reported disclosures

Sound Point Clo C-Moa, LLC

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$12.3B
Per adviser
$343M
Advisers
36

Ramirez Asset Management, INC.

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$12.3B
Per adviser
$584M
Advisers
21

No reported disclosures

Aquiline Management Holdings LP

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$12.3B
Per adviser
$240M
Advisers
51

No reported disclosures

Bsp Clo Management LLC

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$12.2B
Per adviser
$111M
Advisers
110

No reported disclosures

Gilder Gagnon Howe & Co. LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$12.1B
Per adviser
$220M
Advisers
55

No reported disclosures

Slate Path Capital LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$12.0B
Per adviser
$999M
Advisers
12

No reported disclosures

Pointstate Capital LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$12.0B
Per adviser
$630M
Advisers
19

Goldberg Lindsay & Co. LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$11.9B
Per adviser
$425M
Advisers
28

No reported disclosures

Entrust Global Partners LLC

New York, NY · Est. 1998

RegionalInternational
Fee-only
AUM
$11.8B
Per adviser
$295M
Advisers
40

No reported disclosures

Perceptive Advisors

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$11.8B
Per adviser
$420M
Advisers
28

Greenhaven Associates INC

Purchase, NY · Est. 1988

RegionalInternational
Fee-only
AUM
$11.7B
Per adviser
$2.9B
Advisers
4

No reported disclosures

Cullen Capital Management, LLC

New York, NY · Est. 2000

RegionalInternational
Fee-only
AUM
$11.6B
Per adviser
$681M
Advisers
17

No reported disclosures

Krane Funds Advisors, LLC

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$11.6B
Per adviser
$964M
Advisers
12

No reported disclosures

Kennedy Lewis Management LP

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$11.5B
Per adviser
$275M
Advisers
42

No reported disclosures

Investcorp Credit Management US LLC

New York, NY · Est. 2012

RegionalInternational
Fee-based
AUM
$11.5B
Per adviser
$768M
Advisers
15

No reported disclosures

Kinderhook Industries, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$11.5B
Per adviser
$521M
Advisers
22

No reported disclosures

One William Street Capital Management, LP.

New York, NY · Est. 2009

RegionalInternational
Fee-only
AUM
$11.3B
Per adviser
$182M
Advisers
62

No reported disclosures

Guggenheim Corporate Funding, LLC

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$11.3B
Per adviser
$753M
Advisers
15

No reported disclosures

Christofferson, Robb & Company

New York, NY · Est. 2002

RegionalInternational
Fee-only
AUM
$11.3B
Per adviser
$1.9B
Advisers
6

No reported disclosures

New Mountain Finance Advisers, L.L.C.

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$11.2B
Per adviser
$250M
Advisers
45

No reported disclosures

Corbin Capital Partners, L.P.

New York, NY · Est. 2004

RegionalInternational
Fee-only
AUM
$11.2B
Per adviser
$660M
Advisers
17

No reported disclosures

Castle Hook Partners LP

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$11.0B
Per adviser
$609M
Advisers
18

No reported disclosures

Redwood Capital Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$11.0B
Per adviser
$685M
Advisers
16

No reported disclosures

Baron Capital Management, INC.

New York, NY · Est. 1983

RegionalInternational
Fee-only
AUM
$10.8B
Per adviser
$263M
Advisers
41

No reported disclosures

Antin Infrastructure Partners US Services LLC

New York, NY · Est. 2018

RegionalInternational
Fee-based
AUM
$10.7B
Per adviser
$445M
Advisers
24

No reported disclosures

Rockwood Capital, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-based
AUM
$10.6B
Per adviser
$163M
Advisers
65

No reported disclosures

Magnitude Capital, LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$10.6B
Per adviser
$1.2B
Advisers
9

No reported disclosures

Eldridge Structured Credit Advisers, LLC

New York, NY · Est. 2021

RegionalInternational
Fee-based
AUM
$10.5B
Per adviser
$96M
Advisers
110

No reported disclosures

Ruane Cunniff L.P.

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$10.5B
Per adviser
$877M
Advisers
12

No reported disclosures

Junto Capital Management LP

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$10.5B
Per adviser
$526M
Advisers
20

No reported disclosures

Blackstone Growth Advisors L.L.C.

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$10.5B
Per adviser
$228M
Advisers
46

No reported disclosures

Pinnacle Associates, Ltd.

New York, NY · Est. 1984

RegionalInternational
Fee-based
AUM
$10.4B
Per adviser
$315M
Advisers
33

No reported disclosures

Steadfast Capital Management LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$10.4B
Per adviser
$414M
Advisers
25

No reported disclosures

Capvest Partners, INC.

New York, NY · Est. 2023

RegionalInternational
Fee-based
AUM
$10.2B
Per adviser
$931M
Advisers
11

No reported disclosures

Tocqueville Asset Management LP

New York, NY · Est. 1990

RegionalInternational
Fee-only
AUM
$10.2B
Per adviser
$293M
Advisers
35

No reported disclosures

Sound Point Luna LLC

New York, NY · Est. 2003

RegionalInternational
Fee-only
AUM
$10.2B
Per adviser
$292M
Advisers
35

Tenor Capital Management Company, L.P.

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$10.2B
Per adviser
$565M
Advisers
18

No reported disclosures

Court Square Capital

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$10.1B
Per adviser
$253M
Advisers
40

No reported disclosures

Man Solutions LLC

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$10.1B
Per adviser
$673M
Advisers
15

No reported disclosures

One Investment Management US LLC

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$10.1B
Per adviser
$672M
Advisers
15

Axonic Capital LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$10.0B
Per adviser
$277M
Advisers
36

No reported disclosures

Consulting Group Advisory Services LLC

Purchase, NY · Est. 2005

Regional
Fee-only
AUM
$9.8B
Per adviser
$1.1B
Advisers
9

No reported disclosures

Eminence Capital, LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$9.8B
Per adviser
$516M
Advisers
19

No reported disclosures

Vr Advisory Services Ltd.

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$9.8B
Per adviser
$751M
Advisers
13

No reported disclosures

Arsenal Capital Management LP

New York, NY · Est. 2012

Regional
Fee-only
AUM
$9.7B
Per adviser
$149M
Advisers
65

No reported disclosures

Partners Group US Management Clo LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$9.7B
Per adviser
Advisers

No reported disclosures

One Rock Capital

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$9.7B
Per adviser
$194M
Advisers
50

No reported disclosures

Samlyn Capital, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$9.7B
Per adviser
$807M
Advisers
12

No reported disclosures

Mjx Asset Management LLC

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$9.7B
Per adviser
$440M
Advisers
22

No reported disclosures

Dockside Platforms

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$9.6B
Per adviser
$3.2B
Advisers
3

No reported disclosures

Orix Advisers, LLC

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$9.6B
Per adviser
$132M
Advisers
73

No reported disclosures

Basalt Infrastructure Partners LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$9.6B
Per adviser
$687M
Advisers
14

No reported disclosures

Horizon Kinetics Asset Management LLC

New York, NY · Est. 1994

RegionalInternational
Fee-based
AUM
$9.6B
Per adviser
$481M
Advisers
20

No reported disclosures

Roundhill Investments

New York, NY · Est. 2019

Regional
Fee-only
AUM
$9.6B
Per adviser
$1.9B
Advisers
5

No reported disclosures

Rubric Capital Management LP

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$9.6B
Per adviser
$1.1B
Advisers
9

No reported disclosures

Sdc Capital Partners, LLC

New York, NY · Est. 2019

Regional
Fee-only
AUM
$9.5B
Per adviser
$452M
Advisers
21

No reported disclosures

Slr Capital Partners, LLC

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$9.4B
Per adviser
$277M
Advisers
34

No reported disclosures

Kennedy Lewis Loan Management LLC

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$9.4B
Per adviser
$224M
Advisers
42

No reported disclosures

Interval Partners, L.P.

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$9.4B
Per adviser
$348M
Advisers
27

No reported disclosures

Altaris, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$9.3B
Per adviser
$253M
Advisers
37

No reported disclosures

Joel Isaacson & Co., LLC

New York, NY · Est. 2009

RegionalInternational
Fee-based
AUM
$9.3B
Per adviser
$466M
Advisers
20

No reported disclosures

Itau USA Asset Management

New York, NY · Est. 2011

RegionalInternational
Fee-based
AUM
$9.3B
Per adviser
$662M
Advisers
14

No reported disclosures

Graniteshares Advisors LLC

New York, NY · Est. 2017

Regional
Fee-only
AUM
$9.2B
Per adviser
$1.5B
Advisers
6

No reported disclosures

400 Capital Management LLC

New York, NY · Est. 2012

RegionalInternational
Fee-based
AUM
$9.0B
Per adviser
$274M
Advisers
33

No reported disclosures

J.F. Lehman And Company LLC

New York, NY · Est. 2018

Regional
Fee-only
AUM
$9.0B
Per adviser
$200M
Advisers
45

No reported disclosures

Coller Capital INC

New York, NY · Est. 2014

RegionalInternational
Fee-based
AUM
$9.0B
Per adviser
$360M
Advisers
25

No reported disclosures

Sentinel Capital Partners, L.L.C.

New York, NY · Est. 2012

Regional
Fee-only
AUM
$9.0B
Per adviser
$204M
Advisers
44

No reported disclosures

Quinbrook Infrastructure Partners LLC

New York, NY · Est. 2018

RegionalInternational
Fee-based
AUM
$9.0B
Per adviser
$597M
Advisers
15

No reported disclosures

Pinnacle Asset Management, L.P.

New York, NY · Est. 2003

RegionalInternational
Fee-only
AUM
$8.9B
Per adviser
$889M
Advisers
10

No reported disclosures

Snowden Capital Advisors LLC

New York, NY · Est. 2011

RegionalInternational
Fee-based
AUM
$8.9B
Per adviser
$84M
Advisers
105

No reported disclosures

Advent Capital Management, LLC

New York, NY · Est. 2001

RegionalInternational
Fee-only
AUM
$8.8B
Per adviser
$383M
Advisers
23

Hamlin Capital Management, LLC

New York, NY · Est. 2002

RegionalInternational
Fee-only
AUM
$8.7B
Per adviser
$622M
Advisers
14

Millburn Ridgefield LLC

New York, NY · Est. 2002

RegionalInternational
Fee-only
AUM
$8.7B
Per adviser
$347M
Advisers
25

No reported disclosures

Td Private Client Wealth LLC

New York, NY · Est. 2013

National
Fee-only
AUM
$8.6B
Per adviser
$18M
Advisers
482

No reported disclosures

Blue Torch Capital LP

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$8.6B
Per adviser
$295M
Advisers
29

No reported disclosures

Gresham Investment Management LLC

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$8.6B
Per adviser
$475M
Advisers
18

No reported disclosures

Blackstone Multi-Asset Advisors L.L.C.

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$8.5B
Per adviser
$427M
Advisers
20

No reported disclosures

Vise Ai Advisors

New York City, NY · Est. 2019

Regional
Fee-based
AUM
$8.5B
Per adviser
$426M
Advisers
20

No reported disclosures

Eldridge Credit Advisers, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$8.5B
Per adviser
$77M
Advisers
110

No reported disclosures

Midocean Credit Partners

New York, NY · Est. 2009

RegionalInternational
Fee-only
AUM
$8.5B
Per adviser
$368M
Advisers
23

No reported disclosures

Bny Mellon Securities Corporation

New York, NY · Est. 1997

RegionalInternational
Fee-only
AUM
$8.4B
Per adviser
$93M
Advisers
91

Douglas C. Lane & Associates

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$8.4B
Per adviser
$497M
Advisers
17

No reported disclosures

Vista Credit Partners, L.P.

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$8.4B
Per adviser
$383M
Advisers
22

No reported disclosures

Sk Capital Partners

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$8.4B
Per adviser
$178M
Advisers
47

No reported disclosures

Advantage Capital Management

New York, NY · Est. 2014

Regional
Fee-only
AUM
$8.3B
Per adviser
$318M
Advisers
26

No reported disclosures

Samsung Asset Management (New York), INC.

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$8.2B
Per adviser
$742M
Advisers
11

No reported disclosures

Starboard Value LP

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$8.2B
Per adviser
$509M
Advisers
16

No reported disclosures

Rhone Group L.L.C.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$8.2B
Per adviser
$453M
Advisers
18

No reported disclosures

Stripes, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$8.1B
Per adviser
$160M
Advisers
51

No reported disclosures

Lightyear Capital LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$8.1B
Per adviser
$311M
Advisers
26

Blackstone Isg-II Advisors L.L.C.

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$8.0B
Per adviser
$182M
Advisers
44

No reported disclosures

Cion Ares Management, LLC

New York, NY · Est. 2017

Regional
Fee-only
AUM
$8.0B
Per adviser
$727M
Advisers
11

No reported disclosures

Guggenheim Investments

New York, NY · Est. 1971

RegionalInternational
Fee-only
AUM
$8.0B
Per adviser
$613M
Advisers
13

No reported disclosures

Orion Resource Partners (USA), LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$7.9B
Per adviser
$440M
Advisers
18

No reported disclosures

Timessquare Capital Management, LLC

New York, NY · Est. 2004

RegionalInternational
Fee-only
AUM
$7.9B
Per adviser
$439M
Advisers
18

No reported disclosures

Suvretta Capital Management, LLC

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$7.9B
Per adviser
$656M
Advisers
12

Odyssey Investment Partners, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$7.9B
Per adviser
$262M
Advisers
30

No reported disclosures

Ingalls & Snyder LLC

New York, NY · Est. 1968

RegionalInternational
Fee-based
AUM
$7.8B
Per adviser
$157M
Advisers
50

Ethic

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$7.8B
Per adviser
$782M
Advisers
10

No reported disclosures

Hunter Point Capital LP

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$7.8B
Per adviser
$142M
Advisers
55

No reported disclosures

Amova Asset Management Americas, INC.

New York, NY · Est. 2002

RegionalInternational
Fee-based
AUM
$7.8B
Per adviser
$708M
Advisers
11

No reported disclosures

Ritholtz Wealth Management

New York, NY · Est. 2013

Regional
Fee-based
AUM
$7.7B
Per adviser
$160M
Advisers
48

No reported disclosures

Corsair Capital LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$7.7B
Per adviser
$320M
Advisers
24

No reported disclosures

Mgg Investment Group LP

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$7.6B
Per adviser
$271M
Advisers
28

No reported disclosures

Highbridge Capital Management, LLC

New York, NY · Est. 2005

RegionalInternational
Fee-based
AUM
$7.6B
Per adviser
$420M
Advisers
18

No reported disclosures

Qic

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$7.5B
Per adviser
$342M
Advisers
22

No reported disclosures

Sessa Capital

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$7.5B
Per adviser
$1.1B
Advisers
7

No reported disclosures

Ite Management L.P.

New York, NY · Est. 2015

RegionalInternational
Fee-based
AUM
$7.5B
Per adviser
$235M
Advisers
32

No reported disclosures

Lombard Odier Asset Management (USA) Corp

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$7.5B
Per adviser
$277M
Advisers
27

No reported disclosures

Hudson Housing Capital LLC

New York, NY · Est. 2012

Regional
Fee-based
AUM
$7.4B
Per adviser
$2.5B
Advisers
3

No reported disclosures

Xn LP

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$7.4B
Per adviser
$412M
Advisers
18

No reported disclosures

Jll Partners, LLC

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$7.4B
Per adviser
$206M
Advisers
36

No reported disclosures

Lyrical Asset Management LP

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$7.4B
Per adviser
$1.2B
Advisers
6

No reported disclosures

Surgocap Partners LP

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$7.4B
Per adviser
$613M
Advisers
12

No reported disclosures

Hof Capital

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$7.3B
Per adviser
$483M
Advisers
15

No reported disclosures

Riverstone Investment Group LLC

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$7.2B
Per adviser
$604M
Advisers
12

No reported disclosures

Bdt & Msd Bdc Management, LLC

New York, NY · Est. 2024

Regional
Fee-only
AUM
$7.2B
Per adviser
$31M
Advisers
231

No reported disclosures

Sachem Head Capital Management LP

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$7.2B
Per adviser
$716M
Advisers
10

No reported disclosures

Brown Brothers Harriman Mutual Fund Advisory Department

New York, NY · Est. 2001

RegionalInternational
Fee-only
AUM
$7.2B
Per adviser
$286M
Advisers
25

No reported disclosures

Crestview Partners

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$7.1B
Per adviser
$308M
Advisers
23

No reported disclosures

Tag Associates LLC

New York, NY · Est. 2002

RegionalInternational
Fee-based
AUM
$7.1B
Per adviser
$307M
Advisers
23

No reported disclosures

John W. Bristol & Co., INC.

New York, NY · Est. 1978

RegionalInternational
Fee-only
AUM
$7.1B
Per adviser
$785M
Advisers
9

No reported disclosures

Argo Infrastructure Partners LP

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$7.1B
Per adviser
$543M
Advisers
13

Glg LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$7.0B
Per adviser
$271M
Advisers
26

No reported disclosures

Caspian Capital, LP

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$7.0B
Per adviser
$540M
Advisers
13

No reported disclosures

One Madison Group LLC

New York, NY · Est. 2022

Regional
Fee-only
AUM
$7.0B
Per adviser
$585M
Advisers
12

No reported disclosures

Windrose Health Investors, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$7.0B
Per adviser
$413M
Advisers
17

No reported disclosures

Cannell & Spears LLC

New York, NY · Est. 2007

RegionalInternational
Fee-based
AUM
$7.0B
Per adviser
$411M
Advisers
17

No reported disclosures

Oceansound Partners, LP

New York, NY · Est. 2020

Regional
Fee-only
AUM
$6.9B
Per adviser
$316M
Advisers
22

No reported disclosures

Blue Owl Technology Credit Advisors II LLC

New York, NY · Est. 2021

Regional
Fee-only
AUM
$6.9B
Per adviser
$28M
Advisers
250

No reported disclosures

Stellex Capital

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$6.9B
Per adviser
$192M
Advisers
36

No reported disclosures

Abacus Capital Group LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$6.9B
Per adviser
$237M
Advisers
29

No reported disclosures

Tilden Park Capital Management LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$6.8B
Per adviser
$488M
Advisers
14

No reported disclosures

Silver Rock Capital Partners

New York, NY · Est. 2026

RegionalInternational
Fee-only
AUM
$6.8B
Per adviser
$975M
Advisers
7

No reported disclosures

Glazer Capital, LLC.

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$6.8B
Per adviser
$359M
Advisers
19

Lead Edge Capital Management, LLC

New York, NY · Est. 2015

Regional
Fee-only
AUM
$6.8B
Per adviser
$169M
Advisers
40

No reported disclosures

Laurion Capital Management LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$6.8B
Per adviser
$218M
Advisers
31

No reported disclosures

Trg Management LP

New York, NY · Est. 2006

RegionalInternational
Fee-based
AUM
$6.7B
Per adviser
$124M
Advisers
54

No reported disclosures

Trutino Capital Management, LLC

New York, NY · Est. 2015

RegionalInternational
Fee-based
AUM
$6.7B
Per adviser
$1.3B
Advisers
5

No reported disclosures

Trian Fund Management, L.P.

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$6.7B
Per adviser
$516M
Advisers
13

No reported disclosures

Leeds Equity Partners

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$6.7B
Per adviser
$280M
Advisers
24

No reported disclosures

Bc Partners Advisors L.P.

New York, NY · Est. 2017

RegionalInternational
Fee-based
AUM
$6.7B
Per adviser
$145M
Advisers
46

No reported disclosures

Ladenburg Thalmann Asset Management INC

New York, NY · Est. 1997

Regional
Fee-only
AUM
$6.7B
Per adviser
$477M
Advisers
14

Avista Healthcare Partners

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$6.7B
Per adviser
$350M
Advisers
19

No reported disclosures

Quantbot Technologies, LP

New York, NY · Est. 2014

RegionalInternational
Fee-based
AUM
$6.7B
Per adviser
$142M
Advisers
47

No reported disclosures

Cortec Group Management Services, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$6.6B
Per adviser
$265M
Advisers
25

No reported disclosures

Southpoint Capital Advisors LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$6.6B
Per adviser
$602M
Advisers
11

No reported disclosures

Level Equity

New York, NY · Est. 2017

Regional
Fee-only
AUM
$6.5B
Per adviser
$140M
Advisers
46

No reported disclosures

Douglass Winthrop Advisors LLC

New York, NY · Est. 1999

RegionalInternational
Fee-based
AUM
$6.5B
Per adviser
$359M
Advisers
18

No reported disclosures

Arnhold LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$6.4B
Per adviser
$805M
Advisers
8

No reported disclosures

Nassau Global Credit LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$6.4B
Per adviser
$402M
Advisers
16

No reported disclosures

Certares Management LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$6.4B
Per adviser
$279M
Advisers
23

No reported disclosures

Tetragon Partners L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$6.4B
Per adviser
$133M
Advisers
48

No reported disclosures

Glenview Capital Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$6.4B
Per adviser
$255M
Advisers
25

No reported disclosures

Allianz Capital Partners Of America LLC

New York, NY · Est. 2012

Regional
Fee-based
AUM
$6.4B
Per adviser
$212M
Advisers
30

No reported disclosures

Madison International Realty Holdings, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$6.3B
Per adviser
$315M
Advisers
20

No reported disclosures

Winshore Capital Partners LP

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$6.3B
Per adviser
$1.3B
Advisers
5

No reported disclosures

Landmark Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$6.3B
Per adviser
$572M
Advisers
11

No reported disclosures

Brinley Partners, LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$6.3B
Per adviser
$449M
Advisers
14

No reported disclosures

Stelac Advisory Services LLC

New York, NY · Est. 2008

RegionalInternational
Fee-based
AUM
$6.3B
Per adviser
$629M
Advisers
10

No reported disclosures

Kimmeridge Energy Management Company, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$6.3B
Per adviser
$313M
Advisers
20

No reported disclosures

J. Safra Asset Management Corporation

New York City, NY · Est. 2004

RegionalInternational
Fee-based
AUM
$6.3B
Per adviser
$481M
Advisers
13

No reported disclosures

Brightwood Capital Advisors, LLC

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$6.2B
Per adviser
$177M
Advisers
35

No reported disclosures

Beck, Mack & Oliver LLC

New York, NY · Est. 1940

RegionalInternational
Fee-only
AUM
$6.2B
Per adviser
$618M
Advisers
10

No reported disclosures

Tikehau Capital North America LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$6.2B
Per adviser
$162M
Advisers
38

No reported disclosures

Primary Wave Ip Investment Management LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$6.1B
Per adviser
$279M
Advisers
22

No reported disclosures

Aperture Investors, LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$6.1B
Per adviser
$178M
Advisers
34

No reported disclosures

East End Advisors, LLC

New York, NY · Est. 2008

RegionalInternational
Fee-based
AUM
$6.1B
Per adviser
$673M
Advisers
9

No reported disclosures

J.C. Flowers & Co. LLC

New York, NY · Est. 2009

RegionalInternational
Fee-only
AUM
$6.0B
Per adviser
$334M
Advisers
18

No reported disclosures

Meadow Capital Management LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$6.0B
Per adviser
$373M
Advisers
16

No reported disclosures

Daiwa Asset Management (America) Ltd

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$6.0B
Per adviser
$542M
Advisers
11

No reported disclosures

Contour Asset Management LLC

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$5.9B
Per adviser
$739M
Advisers
8

No reported disclosures

Lcn Capital Management, L.P.

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$5.9B
Per adviser
$281M
Advisers
21

No reported disclosures

Trilantic North America

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$5.9B
Per adviser
$294M
Advisers
20

No reported disclosures

Anomaly Capital Management, LP

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$5.9B
Per adviser
$294M
Advisers
20

No reported disclosures

Hg Vora Capital Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$5.9B
Per adviser
$419M
Advisers
14

No reported disclosures

Torchlight Investors, LLC

New York, NY · Est. 1998

RegionalInternational
Fee-only
AUM
$5.8B
Per adviser
$254M
Advisers
23

No reported disclosures

Lee Equity Partners, LLC

New York, NY · Est. 2012

Regional
Fee-based
AUM
$5.8B
Per adviser
$167M
Advisers
35

No reported disclosures

The Linonia Partnership LP

New York, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$5.8B
Per adviser
$730M
Advisers
8

No reported disclosures

Axium Infrastructure US INC.

New York, NY · Est. 2016

Regional
Fee-only
AUM
$5.8B
Per adviser
$343M
Advisers
17

No reported disclosures

Saluda Grade Asset Management LLC

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$5.8B
Per adviser
$307M
Advisers
19

No reported disclosures

Mirae Asset Global Investments (USA) LLC

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$5.8B
Per adviser
$448M
Advisers
13

No reported disclosures

Prospect Ridge

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$5.8B
Per adviser
$132M
Advisers
44

No reported disclosures

Aetos Alternatives Management

New York, NY · Est. 2001

RegionalInternational
Fee-only
AUM
$5.8B
Per adviser
$386M
Advisers
15

No reported disclosures

Obra Capital Management, LLC.

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$5.7B
Per adviser
$68M
Advisers
84

Klingman And Associates, LLC

New York, NY · Est. 2007

RegionalInternational
Fee-based
AUM
$5.7B
Per adviser
$405M
Advisers
14

No reported disclosures

Brave Warrior Advisors, LLC

New York, NY · Est. 1987

RegionalInternational
Fee-only
AUM
$5.6B
Per adviser
$1.9B
Advisers
3

No reported disclosures

Alesco Advisors, LLC, An Esl Company

Pittsford, NY · Est. 2026

Regional
Fee-based
AUM
$5.6B
Per adviser
$432M
Advisers
13

No reported disclosures

Donald Smith & Co., INC.

New York, NY · Est. 1975

RegionalInternational
Fee-only
AUM
$5.6B
Per adviser
$934M
Advisers
6

No reported disclosures

Madison Realty Capital

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$5.6B
Per adviser
$151M
Advisers
37

No reported disclosures

Antarctica Investment Advisors, LLC

New York, NY · Est. 2018

RegionalInternational
Fee-based
AUM
$5.6B
Per adviser
$232M
Advisers
24

No reported disclosures

Investcorp Investment Advisers LLC

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$5.5B
Per adviser
$149M
Advisers
37

No reported disclosures

Stacey Braun Associates INC

New York, NY · Est. 1975

Regional
Fee-based
AUM
$5.5B
Per adviser
$611M
Advisers
9

No reported disclosures

Cqs (US), LLC

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$5.5B
Per adviser
$549M
Advisers
10

No reported disclosures

Integrum Holdings LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$5.5B
Per adviser
$343M
Advisers
16

No reported disclosures

Bansk Group LLC

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$5.5B
Per adviser
$261M
Advisers
21

No reported disclosures

Vestal Point Capital, LP

New York, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$5.5B
Per adviser
$684M
Advisers
8

No reported disclosures

Palestra Capital Management LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$680M
Advisers
8

Motive Capital Management, LLC

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$187M
Advisers
29

No reported disclosures

Tailwind Capital

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$301M
Advisers
18

No reported disclosures

Fenimore Asset Management, INC.

Cobleskill, NY · Est. 1974

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$235M
Advisers
23

No reported disclosures

Blackstone Alternative Investment Advisors LLC

New York, NY · Est. 2013

Regional
Fee-only
AUM
$5.4B
Per adviser
$49M
Advisers
111

No reported disclosures

Cornell Capital

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$5.4B
Per adviser
$283M
Advisers
19

No reported disclosures

Mantle Ridge LP

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$5.3B
Per adviser
$891M
Advisers
6

No reported disclosures

Family Manage LLC

New York, NY · Est. 1990

RegionalInternational
Fee-based
AUM
$5.3B
Per adviser
$231M
Advisers
23

No reported disclosures

Flexstone Partners, LLC

New York, NY · Est. 2008

Regional
Fee-only
AUM
$5.3B
Per adviser
$589M
Advisers
9

No reported disclosures

Mhr Fund Management LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$5.3B
Per adviser
$404M
Advisers
13

No reported disclosures

Zimmer Partners, LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$5.2B
Per adviser
$276M
Advisers
19

No reported disclosures

Spruce House Investment Management LLC

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$5.2B
Per adviser
$1.3B
Advisers
4

No reported disclosures

Standard Investments LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$5.2B
Per adviser
$201M
Advisers
26

No reported disclosures

Dextra Partners

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$5.2B
Per adviser
$289M
Advisers
18

No reported disclosures

Paine Schwartz Partners, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$5.2B
Per adviser
$173M
Advisers
30

No reported disclosures

Investcorp Corsair Infrastructure Partners, L.P.

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$5.2B
Per adviser
$741M
Advisers
7

No reported disclosures

Jefferies Investment Advisers LLC

New York, NY · Est. 2023

RegionalInternational
Fee-based
AUM
$5.2B
Per adviser
$48M
Advisers
107

Altamar Partners North America LLC

New York, NY · Est. 2016

Regional
Fee-based
AUM
$5.1B
Per adviser
$515M
Advisers
10

No reported disclosures

Nut Tree Capital Management, LP

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$5.1B
Per adviser
$394M
Advisers
13

No reported disclosures

Starr Private Equity Partners, LLC

New York, NY · Est. 2018

RegionalInternational
Fee-based
AUM
$5.1B
Per adviser
$394M
Advisers
13

No reported disclosures

Duration Capital Partners LLC

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$5.1B
Per adviser
$365M
Advisers
14

No reported disclosures

Indus Capital Partners, LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$5.1B
Per adviser
$182M
Advisers
28

No reported disclosures

Trueplan Benefit And Retirement Advisors

Rensselaer, NY · Est. 2007

Regional
Fee-based
AUM
$5.1B
Per adviser
$843M
Advisers
6

No reported disclosures

Maplelane Capital, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$421M
Advisers
12

No reported disclosures

Luxor Capital Group, LP

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$252M
Advisers
20

No reported disclosures

Msr Capital Partners, LLC

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$420M
Advisers
12

No reported disclosures

Savvy

New York, NY · Est. 2022

NationalInternational
Fee-based
AUM
$5.0B
Per adviser
$50M
Advisers
101

No reported disclosures

Jvp Management

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$383M
Advisers
13

No reported disclosures

Atalanta Sosnoff Capital, LLC

New York, NY · Est. 1982

RegionalInternational
Fee-based
AUM
$5.0B
Per adviser
$622M
Advisers
8

No reported disclosures

Hound Partners

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$293M
Advisers
17

No reported disclosures

Avenue Capital Management II, L.P.

New York, NY · Est. 2000

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$128M
Advisers
39

No reported disclosures

20 Gates Management LLC

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$5.0B
Per adviser
$621M
Advisers
8

No reported disclosures

Senator Investment Group LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$410M
Advisers
12

No reported disclosures

Stash

New York, NY · Est. 2015

Regional
Fee-based
AUM
$4.9B
Per adviser
$820M
Advisers
6

No reported disclosures

Granger Management LLC

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$492M
Advisers
10

No reported disclosures

Advantage Advisers Multi-Manager, L.L.C.

New York, NY · Est. 1999

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$1.2B
Advisers
4

No reported disclosures

Swiss Re Insurance-Linked Investment Advisors Corporation

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$613M
Advisers
8

No reported disclosures

J. Goldman & Co., L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$62M
Advisers
78

No reported disclosures

Lucid Management And Capital Partners LP

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$974M
Advisers
5

No reported disclosures

Taconic Capital Advisors LP

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$304M
Advisers
16

No reported disclosures

Energy Impact Partners LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$4.9B
Per adviser
$85M
Advisers
57

No reported disclosures

Brightstar Capital Partners

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$4.8B
Per adviser
$124M
Advisers
39

No reported disclosures

Compound Planning, INC.

New York, NY · Est. 2022

NationalInternational
Fee-based
AUM
$4.8B
Per adviser
$64M
Advisers
76

No reported disclosures

Encompass Capital Advisors LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.8B
Per adviser
$403M
Advisers
12

No reported disclosures

Macquarie Wealth Advisers, LLC

New York, NY · Est. 2007

Regional
Fee-only
AUM
$4.8B
Per adviser
$201M
Advisers
24

No reported disclosures

Dme Capital Management, LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.8B
Per adviser
$436M
Advisers
11

No reported disclosures

Claros Reit Management LP

New York, NY · Est. 2020

Regional
Fee-only
AUM
$4.8B
Per adviser
$159M
Advisers
30

No reported disclosures

East Rock Capital, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.8B
Per adviser
$317M
Advisers
15

No reported disclosures

Robeco Institutional Asset Management US INC

New York, NY · Est. 1997

Regional
Fee-based
AUM
$4.8B
Per adviser
$86M
Advisers
55

Armistice Capital LLC

New York, NY · Est. 2015

Regional
Fee-only
AUM
$4.7B
Per adviser
$249M
Advisers
19

No reported disclosures

Klingenstein Fields Advisors

New York, NY · Est. 1988

RegionalInternational
Fee-based
AUM
$4.7B
Per adviser
$261M
Advisers
18

No reported disclosures

Yaupon Capital Management LP

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$4.7B
Per adviser
$335M
Advisers
14

No reported disclosures

Acre Manager, LLC

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$4.7B
Per adviser
$666M
Advisers
7

No reported disclosures

C-Bridge Capital LLC

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$4.6B
Per adviser
$1.5B
Advisers
3

No reported disclosures

Caxton Associates (USA) LLC

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$4.6B
Per adviser
$386M
Advisers
12

No reported disclosures

Seven Bridges Advisors LLC

New York, NY · Est. 2011

RegionalInternational
Fee-based
AUM
$4.6B
Per adviser
$461M
Advisers
10

No reported disclosures

Haussmann 1864 Capital Management LLC

New York, NY · Est. 2024

RegionalInternational
Fee-based
AUM
$4.6B
Per adviser
$1.2B
Advisers
4

No reported disclosures

Fundstrat Capital

New York, NY · Est. 2024

Regional
Fee-only
AUM
$4.6B
Per adviser
$2.3B
Advisers
2

No reported disclosures

Stable Asset Management LP

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$4.6B
Per adviser
$575M
Advisers
8

No reported disclosures

Arbor Realty Collateral Management, LLC

Uniondale, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.6B
Per adviser
$92M
Advisers
50

No reported disclosures

Deepcurrents Investment Group LLC

New York, NY · Est. 2017

RegionalInternational
Fee-based
AUM
$4.6B
Per adviser
$764M
Advisers
6

No reported disclosures

Tenex Capital Management, L.P.

New York, NY · Est. 2012

Regional
Fee-only
AUM
$4.6B
Per adviser
$139M
Advisers
33

No reported disclosures

Corvex Management LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.6B
Per adviser
$571M
Advisers
8

No reported disclosures

Conifer Management, LLC

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$4.5B
Per adviser
$566M
Advisers
8

No reported disclosures

Agtb Fund Manager, LLC

New York, NY · Est. 2022

Regional
Fee-only
AUM
$4.5B
Per adviser
$51M
Advisers
88

No reported disclosures

Oic

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$4.5B
Per adviser
$137M
Advisers
33

No reported disclosures

Greycroft LP

New York, NY · Est. 2022

Regional
Fee-only
AUM
$4.5B
Per adviser
$265M
Advisers
17

No reported disclosures

Capitolis Advisors LLC

New York, NY · Est. 2021

Regional
Fee-based
AUM
$4.5B
Per adviser
$450M
Advisers
10

No reported disclosures

Venrock Adviser, LLC

New York, NY · Est. 2014

Regional
Fee-only
AUM
$4.5B
Per adviser
$409M
Advisers
11

No reported disclosures

Alpinvest Private Equity Investment Management, LLC

New York, NY · Est. 2022

Regional
Fee-only
AUM
$4.5B
Per adviser
$35M
Advisers
127

No reported disclosures

Paradigm Biocapital Advisors LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$4.5B
Per adviser
$745M
Advisers
6

No reported disclosures

Luminarx Capital Management LP

New York, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$4.5B
Per adviser
$262M
Advisers
17

No reported disclosures

Bienville Capital Management, LLC

New York, NY · Est. 2009

RegionalInternational
Fee-based
AUM
$4.5B
Per adviser
$342M
Advisers
13

No reported disclosures

Greystone Bridge Lending Fund Manager LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$4.4B
Per adviser
$440M
Advisers
10

No reported disclosures

Locust Wood Capital Advisers, LLC

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$4.4B
Per adviser
$879M
Advisers
5

No reported disclosures

Lgk Advisors, LLC

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$4.4B
Per adviser
$439M
Advisers
10

No reported disclosures

Eagletree Capital, LP

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$4.4B
Per adviser
$163M
Advisers
27

No reported disclosures

Acres

Uniondale, NY · Est. 2015

RegionalInternational
Fee-based
AUM
$4.4B
Per adviser
$183M
Advisers
24

No reported disclosures

Ancala Partners LLC

New York, NY · Est. 2025

RegionalInternational
Fee-based
AUM
$4.4B
Per adviser
$871M
Advisers
5

No reported disclosures

Quilvest Capital Partners Management, LLC

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$4.3B
Per adviser
$197M
Advisers
22

No reported disclosures

Stonehill Capital Management LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.3B
Per adviser
$334M
Advisers
13

No reported disclosures

Voyager Global Management LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$4.3B
Per adviser
$2.2B
Advisers
2

No reported disclosures

Morgan Stanley | Eaton Vance Clo Manager LLC

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$4.3B
Per adviser
$393M
Advisers
11

No reported disclosures

Vibrant Capital Partners, INC.

New York, NY · Est. 2009

RegionalInternational
Fee-based
AUM
$4.3B
Per adviser
$268M
Advisers
16

No reported disclosures

Mam Americas, INC.

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$4.3B
Per adviser
$37M
Advisers
114

No reported disclosures

Apollo Real Estate Fund Adviser, LLC

New York, NY · Est. 2014

National
Fee-only
AUM
$4.3B
Per adviser
$5M
Advisers
912

No reported disclosures

Tetragon Financial Management LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.3B
Per adviser
$532M
Advisers
8

No reported disclosures

Franklin Bsp Capital Adviser LLC

New York, NY · Est. 2020

Regional
Fee-only
AUM
$4.2B
Per adviser
$2.1B
Advisers
2

No reported disclosures

Tinicum Incorporated

New York, NY · Est. 2012

Regional
Fee-only
AUM
$4.2B
Per adviser
$136M
Advisers
31

Electron Capital Partners, LLC

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$4.2B
Per adviser
$525M
Advisers
8

No reported disclosures

Stifel Capital Management, LLC

New York, NY · Est. 2023

Regional
Fee-based
AUM
$4.2B
Per adviser
$840M
Advisers
5

No reported disclosures

Bonaccord Capital Partners

New York, NY · Est. 2026

RegionalInternational
Fee-only
AUM
$4.2B
Per adviser
$299M
Advisers
14

No reported disclosures

Garnett Station Partners

New York, NY · Est. 2019

Regional
Fee-based
AUM
$4.2B
Per adviser
$149M
Advisers
28

No reported disclosures

Crossingbridge Advisors, LLC

Pleasantville, NY · Est. 2017

RegionalInternational
Fee-based
AUM
$4.2B
Per adviser
$380M
Advisers
11

No reported disclosures

Star Mountain Fund Management, LLC

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$4.2B
Per adviser
$190M
Advisers
22

No reported disclosures

Revelar Capital LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$4.2B
Per adviser
$260M
Advisers
16

No reported disclosures

Blue Wolf Capital Partners LLC

New York, NY · Est. 2014

Regional
Fee-only
AUM
$4.1B
Per adviser
$137M
Advisers
30

No reported disclosures

Senvest Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.1B
Per adviser
$294M
Advisers
14

Castleknight Management LP

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$4.1B
Per adviser
$513M
Advisers
8

No reported disclosures

Spf Investment Management, L.P.

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$4.1B
Per adviser
$342M
Advisers
12

No reported disclosures

Fundamental Advisors LP

New York, NY · Est. 2012

Regional
Fee-only
AUM
$4.1B
Per adviser
$151M
Advisers
27

No reported disclosures

Wildcat Capital Management, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$4.1B
Per adviser
$314M
Advisers
13

No reported disclosures

Karpus Investment Management

Pittsford, NY · Est. 1987

RegionalInternational
Fee-only
AUM
$4.0B
Per adviser
$211M
Advisers
19

No reported disclosures

Truarc Partners, LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$4.0B
Per adviser
$166M
Advisers
24

No reported disclosures

Nwi Management LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$4.0B
Per adviser
$988M
Advisers
4

No reported disclosures

Madison Avenue Partners LP

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$3.9B
Per adviser
$786M
Advisers
5

No reported disclosures

Tiger Infrastructure Partners LP

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$3.9B
Per adviser
$164M
Advisers
24

No reported disclosures

Hildred Capital Management, LLC

New York, NY · Est. 2019

Regional
Fee-only
AUM
$3.9B
Per adviser
$186M
Advisers
21

No reported disclosures

Atalanta Sosnoff Management, LLC

New York, NY · Est. 1984

Regional
Fee-only
AUM
$3.9B
Per adviser
$489M
Advisers
8

No reported disclosures

Avenue Europe International Management, L.P.

New York, NY · Est. 2004

RegionalInternational
Fee-only
AUM
$3.9B
Per adviser
$435M
Advisers
9

No reported disclosures

140 Summer Partners LP

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$3.9B
Per adviser
$387M
Advisers
10

No reported disclosures

Cyrus Capital Partners, L.P.

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$3.9B
Per adviser
$258M
Advisers
15

No reported disclosures

Ionic Capital Management LLC

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$3.9B
Per adviser
$258M
Advisers
15

No reported disclosures

Left Lane Capital

Brooklyn, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$3.8B
Per adviser
$202M
Advisers
19

No reported disclosures

Hsbc Securities (USA) INC.

New York, NY · Est. 2005

NationalInternational
Fee-based
AUM
$3.8B
Per adviser
$10M
Advisers
402

Avala Global LP

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$3.8B
Per adviser
$318M
Advisers
12

No reported disclosures

Scopus Asset Management, L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$3.8B
Per adviser
$347M
Advisers
11

No reported disclosures

Jefferies Credit Management LLC

New York, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$3.8B
Per adviser
$212M
Advisers
18

No reported disclosures

Miller Howard Investments INC

Kingston, NY · Est. 1986

RegionalInternational
Fee-only
AUM
$3.8B
Per adviser
$318M
Advisers
12

No reported disclosures

Richard Bernstein Advisors LLC

New York, NY · Est. 2010

RegionalInternational
Fee-based
AUM
$3.8B
Per adviser
$541M
Advisers
7

Sentinel Fund Advisors, INC.

New York, NY · Est. 2024

Regional
Fee-only
AUM
$3.8B
Per adviser
$73M
Advisers
52

No reported disclosures

10th Lane Partners, LP

New York, NY · Est. 2012

Regional
Fee-only
AUM
$3.8B
Per adviser
$139M
Advisers
27

No reported disclosures

Annaly Credit Opportunities Management LLC

New York, NY · Est. 2018

Regional
Fee-only
AUM
$3.7B
Per adviser
$162M
Advisers
23

No reported disclosures

Anchorage Capital Group, L.L.C.

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$3.7B
Per adviser
$86M
Advisers
43

No reported disclosures

Midocean US Advisor, L.P.

New York, NY · Est. 2009

RegionalInternational
Fee-only
AUM
$3.7B
Per adviser
$161M
Advisers
23

No reported disclosures

Tgm Associates L.P.

New York, NY · Est. 1995

Regional
Fee-based
AUM
$3.7B
Per adviser
$244M
Advisers
15

No reported disclosures

Caledonia US, LP

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$3.7B
Per adviser
$366M
Advisers
10

No reported disclosures

Infrastructure Capital Advisors, LLC

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$3.6B
Per adviser
$607M
Advisers
6

No reported disclosures

S3 Capital Advisors LLC

New York, NY · Est. 2026

Regional
Fee-only
AUM
$3.6B
Per adviser
$243M
Advisers
15

No reported disclosures

Palladium Equity Partners Advisor, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$3.6B
Per adviser
$156M
Advisers
23

No reported disclosures

Axar Capital Management LP

New York, NY · Est. 2015

RegionalInternational
Fee-based
AUM
$3.6B
Per adviser
$400M
Advisers
9

No reported disclosures

Courier Capital, LLC

Buffalo, NY · Est. 2016

RegionalInternational
Fee-based
AUM
$3.6B
Per adviser
$299M
Advisers
12

No reported disclosures

Oha Private Credit Advisors LLC

New York, NY · Est. 2022

Regional
Fee-based
AUM
$3.6B
Per adviser
$32M
Advisers
113

No reported disclosures

Apollo Manager, LLC

New York, NY · Est. 2023

National
Fee-only
AUM
$3.6B
Per adviser
$4M
Advisers
912

No reported disclosures

Burkehill Global Management, LP

New York, NY · Est. 2021

RegionalInternational
Fee-based
AUM
$3.5B
Per adviser
$393M
Advisers
9

No reported disclosures

Mill Point Capital LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$3.5B
Per adviser
$141M
Advisers
25

No reported disclosures

Breakwall Investment Advisor LLC

Port Washington, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$3.5B
Per adviser
$587M
Advisers
6

No reported disclosures

Bentallgreenoak Strategic Capital Partners

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$3.5B
Per adviser
$270M
Advisers
13

No reported disclosures

Aea Enterprise Partners Management LP

New York, NY · Est. 2004

RegionalInternational
Fee-only
AUM
$3.5B
Per adviser
$31M
Advisers
112

No reported disclosures

Clover Credit Management, LLC

New York, NY · Est. 2020

Regional
Fee-only
AUM
$3.5B
Per adviser
$9M
Advisers
408

No reported disclosures

Palistar Capital LP

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$3.5B
Per adviser
$267M
Advisers
13

No reported disclosures

Carret Asset Management, LLC

New York, NY · Est. 2004

RegionalInternational
Fee-only
AUM
$3.5B
Per adviser
$346M
Advisers
10

No reported disclosures

Bluerock Fund Advisor, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$3.5B
Per adviser
$314M
Advisers
11

No reported disclosures

Sage, Rutty & Co., INC.

Rochester, NY · Est. 1990

Regional
Fee-based
AUM
$3.5B
Per adviser
$105M
Advisers
33

No reported disclosures

Diameter Principal Finance LLC

New York, NY · Est. 2023

Regional
Fee-only
AUM
$3.4B
Per adviser
$56M
Advisers
62

No reported disclosures

Hill Path Capital LP

New York, NY · Est. 2015

Regional
Fee-only
AUM
$3.4B
Per adviser
$227M
Advisers
15

No reported disclosures

Lakewood Capital Management, LP

New York, NY · Est. 2012

Regional
Fee-only
AUM
$3.4B
Per adviser
$486M
Advisers
7

No reported disclosures

New Mountain Credit Clo Advisers, L.L.C.

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$3.4B
Per adviser
$162M
Advisers
21

No reported disclosures

Cohen Klingenstein, LLC

New York, NY · Est. 2008

Regional
Fee-only
AUM
$3.4B
Per adviser
$1.1B
Advisers
3

Westfuller Advisors, LLC

New York, NY · Est. 2017

RegionalInternational
Fee-based
AUM
$3.4B
Per adviser
$241M
Advisers
14

No reported disclosures

Regatta Loan Management LLC

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
Advisers

No reported disclosures

Recognize Partners LP

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$222M
Advisers
15

No reported disclosures

Apollo Investment Management, L.P.

New York, NY · Est. 2004

National
Fee-only
AUM
$3.3B
Per adviser
$4M
Advisers
912

No reported disclosures

Atalan Capital Partners, LP

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$658M
Advisers
5

Mudrick Capital

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$253M
Advisers
13

No reported disclosures

Cinven, INC.

New York, NY · Est. 2022

RegionalInternational
Fee-based
AUM
$3.3B
Per adviser
$164M
Advisers
20

No reported disclosures

Basepoint Advisors LLC

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$1.6B
Advisers
2

No reported disclosures

Avantyr Capital Partners, LP

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$297M
Advisers
11

No reported disclosures

York Capital Management

New York, NY · Est. 2009

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$297M
Advisers
11

No reported disclosures

Gates Capital Management, INC.

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$407M
Advisers
8

No reported disclosures

Cantor Fitzgerald Investment Advisors

New York, NY · Est. 2011

RegionalInternational
Fee-based
AUM
$3.2B
Per adviser
$463M
Advisers
7

No reported disclosures

Growthcurve Capital LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$3.2B
Per adviser
$130M
Advisers
25

No reported disclosures

Meyer Handelman Company LLC

Rye Brook, NY · Est. 1951

Regional
Fee-based
AUM
$3.2B
Per adviser
$405M
Advisers
8

No reported disclosures

Oberland Capital Management LLC

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$3.2B
Per adviser
$230M
Advisers
14

No reported disclosures

Fitzwalter Capital (US) LLC

New York, NY · Est. 2021

RegionalInternational
Fee-based
AUM
$3.2B
Per adviser
$398M
Advisers
8

No reported disclosures

Foursixthree Capital LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$3.2B
Per adviser
$318M
Advisers
10

No reported disclosures

Hilton Capital Management, LLC

Garden City, NY · Est. 2002

RegionalInternational
Fee-only
AUM
$3.2B
Per adviser
$527M
Advisers
6

No reported disclosures

Anthelion Capital Partners LLC

New York, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$3.2B
Per adviser
$451M
Advisers
7

No reported disclosures

Romark Credit Advisors LP

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$3.1B
Per adviser
$116M
Advisers
27

No reported disclosures

Van Eck Absolute Return Advisers Corp.

New York, NY · Est. 2006

Regional
Fee-only
AUM
$3.1B
Per adviser
$104M
Advisers
30

No reported disclosures

Cooper Creek Partners Management LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$3.1B
Per adviser
$386M
Advisers
8

No reported disclosures

Greywolf Capital Management LP

Purchase, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$3.1B
Per adviser
$220M
Advisers
14

No reported disclosures

Cinctive Capital Management LP

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$3.1B
Per adviser
$73M
Advisers
42

No reported disclosures

Leucadia Asset Management LLC

New York, NY · Est. 2003

RegionalInternational
Fee-based
AUM
$3.1B
Per adviser
$170M
Advisers
18

No reported disclosures

Z Capital Group, L.L.C.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$3.1B
Per adviser
$161M
Advisers
19

No reported disclosures

Gamut Capital Management, L.P.

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$191M
Advisers
16

No reported disclosures

Pharmakon Advisors, LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$338M
Advisers
9

No reported disclosures

Overland Advisors, LLC

New York, NY · Est. 2023

Regional
Fee-only
AUM
$3.0B
Per adviser
$26M
Advisers
118

No reported disclosures

Carrick Lane LLC

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$505M
Advisers
6

No reported disclosures

Axs Investments LLC

Port Chester, NY · Est. 2019

Regional
Fee-only
AUM
$3.0B
Per adviser
$755M
Advisers
4

No reported disclosures

Seabury Capital Management LLC

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$503M
Advisers
6

No reported disclosures

Alua Capital Management LP

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$302M
Advisers
10

No reported disclosures

Blackstone Strategic Alliance Advisors L.L.C.

New York, NY · Est. 2007

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$27M
Advisers
111

No reported disclosures

Dld Asset Management, LP

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$249M
Advisers
12

No reported disclosures

Delta Global

New York, NY · Est. 2023

Regional
Fee-based
AUM
$3.0B
Per adviser
$332M
Advisers
9

No reported disclosures

Arena Investors, LP

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$88M
Advisers
34

No reported disclosures

Acorn Advisory Capital, L.P.

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$3.0B
Per adviser
$269M
Advisers
11

No reported disclosures

Mane Global Capital Management LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$184M
Advisers
16

No reported disclosures

Fny Investment Advisers, LLC

New York, NY · Est. 2018

Regional
Fee-only
AUM
$2.9B
Per adviser
$30M
Advisers
96

No reported disclosures

Radcliff Management LLC

New York, NY · Est. 2017

Regional
Fee-based
AUM
$2.9B
Per adviser
$583M
Advisers
5

No reported disclosures

Asset Management One USA INC.

New York, NY · Est. 1997

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$161M
Advisers
18

No reported disclosures

Lynrock Lake LP

Rye Brook, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$723M
Advisers
4

No reported disclosures

Dfw Capital Partners

New York, NY · Est. 2012

Regional
Fee-only
AUM
$2.9B
Per adviser
$160M
Advisers
18

No reported disclosures

Westchester Capital Management, LLC

Valhalla, NY · Est. 2010

Regional
Fee-only
AUM
$2.9B
Per adviser
$481M
Advisers
6

No reported disclosures

Man Investment Partners (US) LP

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$111M
Advisers
26

No reported disclosures

Capital Counsel LLC

New York, NY · Est. 1999

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$479M
Advisers
6

No reported disclosures

Casdin Capital, LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$261M
Advisers
11

No reported disclosures

Nx1 Capital LP

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$286M
Advisers
10

No reported disclosures

Raith Capital Partners

New York, NY · Est. 2013

RegionalInternational
Fee-based
AUM
$2.8B
Per adviser
$157M
Advisers
18

No reported disclosures

Saba Lt, LP

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$472M
Advisers
6

No reported disclosures

Pamplona Capital Management LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$2.8B
Per adviser
$566M
Advisers
5

No reported disclosures

Basswood Capital Management, L.L.C.

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$314M
Advisers
9

No reported disclosures

Two Seas Capital LP

Rye, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$403M
Advisers
7

No reported disclosures

Cordoba Advisory Partners LLC

New York, NY · Est. 2021

RegionalInternational
Fee-based
AUM
$2.8B
Per adviser
$402M
Advisers
7

No reported disclosures

Mvp Manager LLC

New York, NY · Est. 2019

Regional
Fee-based
AUM
$2.8B
Per adviser
$2.8B
Advisers
1

No reported disclosures

Strategic Financial Services

Utica, NY · Est. 1989

RegionalInternational
Fee-based
AUM
$2.8B
Per adviser
$108M
Advisers
26

No reported disclosures

Willow Tree Credit Partners LP

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$215M
Advisers
13

No reported disclosures

Avenir Management Company, LLC

New York, NY · Est. 2020

Regional
Fee-only
AUM
$2.8B
Per adviser
$254M
Advisers
11

No reported disclosures

Investcorp Investment Solutions LLC

New York, NY · Est. 2021

Regional
Fee-only
AUM
$2.8B
Per adviser
$557M
Advisers
5

No reported disclosures

Blackstone Real Estate Advisors Europe L.P.

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$8M
Advisers
363

No reported disclosures

Stone Hill Fiduciary Management, LLC

Great Neck, NY · Est. 2012

Regional
Fee-based
AUM
$2.8B
Per adviser
$1.4B
Advisers
2

No reported disclosures

Mlc Asset Management US LLC

New York, NY · Est. 2021

RegionalInternational
Fee-based
AUM
$2.8B
Per adviser
$692M
Advisers
4

No reported disclosures

Ardian

New York, NY · Est. 2004

Regional
Fee-only
AUM
$2.8B
Per adviser
$31M
Advisers
88

No reported disclosures

Pretium Credit Management, LLC

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$92M
Advisers
30

No reported disclosures

Consonance Capital Partners, LP

New York, NY · Est. 2013

Regional
Fee-only
AUM
$2.8B
Per adviser
$184M
Advisers
15

No reported disclosures

Raine Capital LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$26M
Advisers
106

No reported disclosures

Peconic Partners LLC

New York, NY · Est. 1997

Regional
Fee-only
AUM
$2.7B
Per adviser
$549M
Advisers
5

No reported disclosures

Sound Point Commercial Real Estate Finance LLC

New York, NY · Est. 2021

Regional
Fee-only
AUM
$2.7B
Per adviser
$143M
Advisers
19

Innocap Investment Advisers, LLC.

New York, NY · Est. 2023

RegionalInternational
Fee-based
AUM
$2.7B
Per adviser
$678M
Advisers
4

No reported disclosures

Ars Investment Partners, LLC

New York, NY · Est. 1971

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$387M
Advisers
7

No reported disclosures

1988 Asset Management, LLC

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$73M
Advisers
37

No reported disclosures

Sagewood Asset Management LP

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$900M
Advisers
3

No reported disclosures

Hook Mill Capital Partners, LP

New York, NY · Est. 2022

Regional
Fee-only
AUM
$2.7B
Per adviser
$1.3B
Advisers
2

No reported disclosures

3i Corporation

New York, NY · Est. 2012

RegionalInternational
Fee-based
AUM
$2.7B
Per adviser
$104M
Advisers
26

No reported disclosures

Advanced Portfolio Management, LLC

New York, NY · Est. 2006

Regional
Fee-based
AUM
$2.7B
Per adviser
$245M
Advisers
11

No reported disclosures

Rxr Asset Management LLC

Uniondale, NY · Est. 2012

Regional
Fee-only
AUM
$2.7B
Per adviser
$56M
Advisers
48

No reported disclosures

Gennx360 Management Company, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$2.7B
Per adviser
$158M
Advisers
17

No reported disclosures

Capital Dynamics, INC.

New York, NY · Est. 2008

RegionalInternational
Fee-based
AUM
$2.7B
Per adviser
$207M
Advisers
13

No reported disclosures

W Capital Partners

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$206M
Advisers
13

No reported disclosures

Cadian Capital Management, LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$298M
Advisers
9

No reported disclosures

Intandem Capital Partners, LP

New York, NY · Est. 2018

Regional
Fee-only
AUM
$2.7B
Per adviser
$99M
Advisers
27

No reported disclosures

Heron View Partners LLC

New York, NY · Est. 1983

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$191M
Advisers
14

No reported disclosures

Rock Harbor Partners LLC

Larchmont, NY · Est. 2023

Regional
Fee-based
AUM
$2.7B
Per adviser
$666M
Advisers
4

No reported disclosures

Toms Capital Investment Management LP

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$381M
Advisers
7

No reported disclosures

Lexington Advisors LLC

New York, NY · Est. 1996

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$16M
Advisers
165

No reported disclosures

Eversept Partners, L.P.

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$2.7B
Per adviser
$530M
Advisers
5

No reported disclosures

26north Direct Lending

New York, NY · Est. 2022

Regional
Fee-only
AUM
$2.6B
Per adviser
$32M
Advisers
83

No reported disclosures

Capital Four US INC.

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$528M
Advisers
5

No reported disclosures

The Portfolio Strategy Group, LLC

White Plains, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$291M
Advisers
9

No reported disclosures

Avance Investment Management, LLC

New York, NY · Est. 2020

Regional
Fee-only
AUM
$2.6B
Per adviser
$114M
Advisers
23

No reported disclosures

Bedford Ridge Capital

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$869M
Advisers
3

No reported disclosures

Zmc Advisors, L.P.

New York, NY · Est. 2012

Regional
Fee-only
AUM
$2.6B
Per adviser
$184M
Advisers
14

No reported disclosures

Bridgewater Advisors INC.

New York, NY · Est. 1995

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$151M
Advisers
17

No reported disclosures

Vestar Capital Partners, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$160M
Advisers
16

No reported disclosures

Brevet Capital Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$122M
Advisers
21

No reported disclosures

Dunes Point Capital, L.P.

Rye, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$83M
Advisers
31

No reported disclosures

Aventail Capital Group, LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$2.6B
Per adviser
$170M
Advisers
15

No reported disclosures

Unifi Asset Management LP

New York, NY · Est. 2024

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$424M
Advisers
6

No reported disclosures

Icon Infrastructure North America INC.

New York, NY · Est. 2020

RegionalInternational
Fee-based
AUM
$2.5B
Per adviser
$168M
Advisers
15

No reported disclosures

Twinbeech Capital LP

Purchase, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$503M
Advisers
5

No reported disclosures

Athyrium Capital Management LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$228M
Advisers
11

No reported disclosures

New Age Alpha

Rye, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$251M
Advisers
10

No reported disclosures

Willowridge Partners, INC.

New York, NY · Est. 2012

RegionalInternational
Fee-based
AUM
$2.5B
Per adviser
$209M
Advisers
12

No reported disclosures

The Electrum Group LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$278M
Advisers
9

No reported disclosures

Metalmark Management II LLC

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$179M
Advisers
14

No reported disclosures

Tzp Management Associates, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$89M
Advisers
28

No reported disclosures

Lvw Advisors, LLC

Pittsford, NY · Est. 2011

RegionalInternational
Fee-based
AUM
$2.5B
Per adviser
$225M
Advisers
11

No reported disclosures

Owl Creek Asset Management, L.P.

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$190M
Advisers
13

No reported disclosures

Kepos Capital LP

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$123M
Advisers
20

No reported disclosures

C-III Investment Management LLC

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$82M
Advisers
30

No reported disclosures

Shufro, Rose & Co., LLC

New York, NY · Est. 1955

RegionalInternational
Fee-based
AUM
$2.5B
Per adviser
$274M
Advisers
9

No reported disclosures

Unigestion (US) Ltd

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$409M
Advisers
6

No reported disclosures

Analog Century Management LP

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$2.5B
Per adviser
$490M
Advisers
5

No reported disclosures

Medalist Partners LP

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$204M
Advisers
12

No reported disclosures

Domini Impact Investments LLC

New York, NY · Est. 1997

Regional
Fee-only
AUM
$2.4B
Per adviser
$188M
Advisers
13

No reported disclosures

Infrared Capital Partners (US) LLC

New York, NY · Est. 2022

RegionalInternational
Fee-based
AUM
$2.4B
Per adviser
$116M
Advisers
21

No reported disclosures

Crayhill Capital Management LP

New York, NY · Est. 2015

RegionalInternational
Fee-based
AUM
$2.4B
Per adviser
$188M
Advisers
13

No reported disclosures

683 Capital Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$487M
Advisers
5

No reported disclosures

Howe And Rusling, INC.

Rochester, NY · Est. 1941

RegionalInternational
Fee-based
AUM
$2.4B
Per adviser
$143M
Advisers
17

No reported disclosures

Bleichroeder LP

New York, NY · Est. 2019

RegionalInternational
Fee-based
AUM
$2.4B
Per adviser
$405M
Advisers
6

No reported disclosures

Dark Forest Capital Management LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$403M
Advisers
6

No reported disclosures

Sandhill Investment Management

Buffalo, NY · Est. 2004

Regional
Fee-based
AUM
$2.4B
Per adviser
$172M
Advisers
14

No reported disclosures

Irenic Capital Management LP

New York, NY · Est. 2022

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$343M
Advisers
7

No reported disclosures

Prelude Capital Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-based
AUM
$2.4B
Per adviser
$217M
Advisers
11

No reported disclosures

Ratson Advisory LLC

New York, NY · Est. 2024

RegionalInternational
Fee-based
AUM
$2.4B
Per adviser
$2.4B
Advisers
1

No reported disclosures

Paradigm Capital Management, INC.

Albany, NY · Est. 1994

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$340M
Advisers
7

Commodore Capital

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$395M
Advisers
6

No reported disclosures

New 2nd Capital

New York, NY · Est. 2018

Regional
Fee-only
AUM
$2.4B
Per adviser
$197M
Advisers
12

No reported disclosures

Apollo Capital Credit Adviser, LLC

New York, NY · Est. 2017

National
Fee-only
AUM
$2.4B
Per adviser
$3M
Advisers
912

No reported disclosures

Broadriver Asset Management, L.P.

New York, NY · Est. 2011

Regional
Fee-only
AUM
$2.3B
Per adviser
$335M
Advisers
7

No reported disclosures

Everside Capital Partners

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$195M
Advisers
12

No reported disclosures

Cvc Credit Partners U.S. Clo Management LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$389M
Advisers
6

No reported disclosures

Aip Management US

New York, NY · Est. 2023

RegionalInternational
Fee-based
AUM
$2.3B
Per adviser
$1.2B
Advisers
2

No reported disclosures

Belzberg & Co.

New York, NY · Est. 2021

RegionalInternational
Fee-based
AUM
$2.3B
Per adviser
$166M
Advisers
14

No reported disclosures

Magnus Financial Group LLC

New York, NY · Est. 2017

RegionalInternational
Fee-based
AUM
$2.3B
Per adviser
$155M
Advisers
15

No reported disclosures

Ppc Enterprises LLC

New York, NY · Est. 2014

Regional
Fee-based
AUM
$2.3B
Per adviser
$86M
Advisers
27

No reported disclosures

Greensledge Advisors LLC

New York, NY · Est. 2019

Regional
Fee-based
AUM
$2.3B
Per adviser
Advisers

No reported disclosures

Tiptree Advisors, LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$178M
Advisers
13

No reported disclosures

Garnet Credit Management LLC

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$230M
Advisers
10

No reported disclosures

Varadero Capital, L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$208M
Advisers
11

No reported disclosures

Jana Partners Management, LP

New York, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$327M
Advisers
7

No reported disclosures

Resolution Capital (US) Limited

Rye Brook, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$1.1B
Advisers
2

No reported disclosures

Lazard Asset Management Canada INC

New York, NY · Est. 1995

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
Advisers

No reported disclosures

Vanbarton Group LLC

New York, NY · Est. 2002

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$114M
Advisers
20

No reported disclosures

Dw Partners, LP

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$152M
Advisers
15

No reported disclosures

Focused Wealth Management, INC.

Newburgh, NY · Est. 2010

RegionalInternational
Fee-based
AUM
$2.3B
Per adviser
$284M
Advisers
8

No reported disclosures

Sandton Capital Partners, LP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.3B
Per adviser
$142M
Advisers
16

No reported disclosures

Teng Yue Partners, L.P.

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$187M
Advisers
12

No reported disclosures

Entropy Technologies, LP

New York, NY · Est. 2023

RegionalInternational
Fee-based
AUM
$2.2B
Per adviser
$1.1B
Advisers
2

No reported disclosures

Mason Capital Management LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$224M
Advisers
10

No reported disclosures

Rethink Capital Partners, LLC

White Plains, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$102M
Advisers
22

No reported disclosures

Churchill Pcif Advisor LLC

New York, NY · Est. 2024

Regional
Fee-only
AUM
$2.2B
Per adviser
$28M
Advisers
79

No reported disclosures

Ccmp Capital

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$248M
Advisers
9

No reported disclosures

Two Sigma Ventures, LP

New York, NY · Est. 2018

Regional
Fee-only
AUM
$2.2B
Per adviser
$159M
Advisers
14

No reported disclosures

Further Global Capital Management, L.P.

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$185M
Advisers
12

No reported disclosures

Grandfield & Dodd, LLC

New York, NY · Est. 2001

RegionalInternational
Fee-based
AUM
$2.2B
Per adviser
$246M
Advisers
9

No reported disclosures

Alphaquest LLC

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$111M
Advisers
20

Raga Partners LP

New York, NY · Est. 2021

Regional
Fee-based
AUM
$2.2B
Per adviser
$366M
Advisers
6

No reported disclosures

Lupa Ria Investment Management LLC

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$243M
Advisers
9

No reported disclosures

Maxim Capital Group, LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$547M
Advisers
4

No reported disclosures

Gtis Partners

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$27M
Advisers
82

No reported disclosures

Dsc Meridian Capital LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$273M
Advisers
8

No reported disclosures

Clear Haven Capital Management, LLC

New York, NY · Est. 2019

Regional
Fee-only
AUM
$2.2B
Per adviser
$364M
Advisers
6

No reported disclosures

Moorstone, L.P.

New York, NY · Est. 2026

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$546M
Advisers
4

No reported disclosures

Catalio Capital Management, LP

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$167M
Advisers
13

No reported disclosures

Ascend Partners

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$2.2B
Per adviser
$167M
Advisers
13

No reported disclosures

Mercer Investment Solutions LLC

New York, NY · Est. 2011

RegionalInternational
Fee-based
AUM
$2.2B
Per adviser
$103M
Advisers
21

No reported disclosures

Greenland Capital Management LP

New York, NY · Est. 2021

Regional
Fee-based
AUM
$2.2B
Per adviser
$179M
Advisers
12

No reported disclosures

Omni Bridgeway Management (USA) LLC

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$134M
Advisers
16

No reported disclosures

Nexphase Capital, LP

New York, NY · Est. 2015

Regional
Fee-only
AUM
$2.1B
Per adviser
$82M
Advisers
26

No reported disclosures

Rp Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-based
AUM
$2.1B
Per adviser
$2.1B
Advisers
1

No reported disclosures

Kintegral Advisory, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$2.1B
Per adviser
$214M
Advisers
10

No reported disclosures

Next Capital Management LLC

New York, NY · Est. 1999

RegionalInternational
Fee-based
AUM
$2.1B
Per adviser
$237M
Advisers
9

No reported disclosures

Lawley Retirement Advisors

Buffalo, NY · Est. 2016

Regional
Fee-based
AUM
$2.1B
Per adviser
$426M
Advisers
5

No reported disclosures

Sir Capital Management L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$213M
Advisers
10

No reported disclosures

Velocity Capital Advisors LLC

New York, NY · Est. 2022

Regional
Fee-only
AUM
$2.1B
Per adviser
$176M
Advisers
12

No reported disclosures

Vanderbilt Advisory Services

Woodbury, NY · Est. 2012

National
Fee-based
AUM
$2.1B
Per adviser
$15M
Advisers
144

Greylion Partners LP

New York, NY · Est. 2020

Regional
Fee-only
AUM
$2.1B
Per adviser
$151M
Advisers
14

No reported disclosures

American Capital Management INC

New York, NY · Est. 1980

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$264M
Advisers
8

No reported disclosures

The Wealth Alliance, LLC

Melville, NY · Est. 2019

Regional
Fee-based
AUM
$2.1B
Per adviser
$162M
Advisers
13

No reported disclosures

Ameraudi Asset Management, INC.

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$233M
Advisers
9

No reported disclosures

Long Ridge Equity Partners

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$105M
Advisers
20

No reported disclosures

United Asset Strategies INC.

Garden City, NY · Est. 1992

RegionalInternational
Fee-based
AUM
$2.1B
Per adviser
$99M
Advisers
21

No reported disclosures

Aris Management, LLC

New York, NY · Est. 2022

National
Fee-only
AUM
$2.1B
Per adviser
$2M
Advisers
912

No reported disclosures

Basis Management Group LLC

New York, NY · Est. 2017

Regional
Fee-only
AUM
$2.1B
Per adviser
$47M
Advisers
44

No reported disclosures

Newtyn Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$259M
Advisers
8

No reported disclosures

Tortoise Investment Management, LLC

White Plains, NY · Est. 2006

Regional
Fee-only
AUM
$2.1B
Per adviser
$129M
Advisers
16

No reported disclosures

Avestar Capital, LLC

New York, NY · Est. 2017

RegionalInternational
Fee-based
AUM
$2.1B
Per adviser
$344M
Advisers
6

No reported disclosures

Elequin Capital, LP

New York, NY · Est. 2024

Regional
Fee-based
AUM
$2.1B
Per adviser
$159M
Advisers
13

No reported disclosures

Phoenix Merchant Partners, LP

Rye, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$2.1B
Per adviser
$172M
Advisers
12

No reported disclosures

M.D. Sass, LLC

New York, NY · Est. 1972

Regional
Fee-only
AUM
$2.1B
Per adviser
$206M
Advisers
10

No reported disclosures

Quent Capital, LLC

New York, NY · Est. 2020

Regional
Fee-only
AUM
$2.1B
Per adviser
$228M
Advisers
9

No reported disclosures

Churchill Dlc Advisor LLC

New York, NY · Est. 2019

Regional
Fee-only
AUM
$2.1B
Per adviser
$26M
Advisers
79

No reported disclosures

Blue Road Management, L.P.

New York, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$341M
Advisers
6

No reported disclosures

Jlc Infrastructure

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$136M
Advisers
15

No reported disclosures

Halyard Asset Management LLC

White Plains, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$676M
Advisers
3

No reported disclosures

Nch Capital INC.

New York, NY · Est. 2011

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$126M
Advisers
16

No reported disclosures

Rush Island Management, LP

New York, NY · Est. 2018

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$404M
Advisers
5

No reported disclosures

Infinity Q Capital Management, LLC

New York, NY · Est. 2014

Regional
Fee-only
AUM
$2.0B
Per adviser
$183M
Advisers
11

No reported disclosures

Declaration Partners LP

New York, NY · Est. 2020

Regional
Fee-only
AUM
$2.0B
Per adviser
$106M
Advisers
19

No reported disclosures

Neville, Rodie & Shaw INC

New York, NY · Est. 1966

RegionalInternational
Fee-based
AUM
$2.0B
Per adviser
$334M
Advisers
6

No reported disclosures

Rose Smart Growth Investment Advisors, LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$2.0B
Per adviser
$40M
Advisers
50

No reported disclosures

Tig Advisors LLC

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$2.0B
Per adviser
$222M
Advisers
9

No reported disclosures

Epfc Capital Partners

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$2.0B
Per adviser
$181M
Advisers
11

No reported disclosures

Mak Capital

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$2.0B
Per adviser
$331M
Advisers
6

No reported disclosures

Mount Logan Management

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$2.0B
Per adviser
Advisers

No reported disclosures

Graycliff Partners LP

New York, NY · Est. 2011

LocalInternational
Fee-based
AUM
$2.0B
Per adviser
$68M
Advisers
29

No reported disclosures

Long Pond Capital, LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$2.0B
Per adviser
$282M
Advisers
7

No reported disclosures

Lingotto US LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$2.0B
Per adviser
$179M
Advisers
11

No reported disclosures

Kora Management LP

Brooklyn, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$89M
Advisers
22

No reported disclosures

Qsemble Capital Management, LP

New York City, NY · Est. 2018

LocalInternational
Fee-only
AUM
$2.0B
Per adviser
$391M
Advisers
5

No reported disclosures

New State Capital Partners

New Rochelle, NY · Est. 2015

Local
Fee-only
AUM
$2.0B
Per adviser
$89M
Advisers
22

No reported disclosures

Behrman Brothers Management Company L.P.

New York, NY · Est. 2012

Local
Fee-only
AUM
$1.9B
Per adviser
$162M
Advisers
12

No reported disclosures

Radian Capital LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$1.9B
Per adviser
$84M
Advisers
23

No reported disclosures

Parabellum Capital LLC

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$194M
Advisers
10

No reported disclosures

Lument Investment Management, LLC

New York, NY · Est. 2019

Regional
Fee-only
AUM
$1.9B
Per adviser
$55M
Advisers
35

No reported disclosures

Hein Park Capital Management LP

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$321M
Advisers
6

No reported disclosures

Tspi, LP

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$214M
Advisers
9

No reported disclosures

Skybridge Capital II, LLC

New York, NY · Est. 2010

LocalInternational
Fee-based
AUM
$1.9B
Per adviser
$384M
Advisers
5

No reported disclosures

Artemis Wealth Advisors, LLC

Port Washington, NY · Est. 2010

Local
Fee-only
AUM
$1.9B
Per adviser
$383M
Advisers
5

Saratoga Management Company LLC

New York, NY · Est. 2014

Local
Fee-only
AUM
$1.9B
Per adviser
$380M
Advisers
5

No reported disclosures

Saratoga Investment Advisors, LLC

New York, NY · Est. 2010

Local
Fee-only
AUM
$1.9B
Per adviser
$83M
Advisers
23

No reported disclosures

Avenue Asia Capital Management, L.P.

New York City, NY · Est. 2001

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$126M
Advisers
15

No reported disclosures

Rho Treasury

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$1.9B
Advisers
1

No reported disclosures

Bow Wave Capital Management, LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$946M
Advisers
2

No reported disclosures

Clarion Capital Partners, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$76M
Advisers
25

No reported disclosures

Treville Capital Management LLC

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$172M
Advisers
11

No reported disclosures

Broad Bay Capital Management LP

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$270M
Advisers
7

No reported disclosures

Liberty Street Advisors, INC.

New York, NY · Est. 2007

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$145M
Advisers
13

No reported disclosures

Wilkinson Global Asset Management LLC

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$313M
Advisers
6

No reported disclosures

Two Creeks Capital Management, LP

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$235M
Advisers
8

No reported disclosures

Integral Health Asset Management, LLC

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$234M
Advisers
8

No reported disclosures

Nms Capital Services, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$1.9B
Per adviser
$81M
Advisers
23

No reported disclosures

Morgan Stanley Private Equity Asia, INC.

New York, NY · Est. 2005

RegionalInternational
Fee-only
AUM
$1.9B
Per adviser
$42M
Advisers
44

No reported disclosures

First Long Island Investors, LLC

Jericho, NY · Est. 1984

Local
Fee-based
AUM
$1.9B
Per adviser
$233M
Advisers
8

No reported disclosures

Ashton Thomas Securities, LLC

Rochester, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$1.9B
Per adviser
$72M
Advisers
26

No reported disclosures

Tiger Pacific Capital LP

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$206M
Advisers
9

No reported disclosures

Coller Private Market Secondaries Advisors, LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$1.8B
Per adviser
Advisers

No reported disclosures

Csm Capital Corporation

New York, NY · Est. 2004

LocalInternational
Fee-based
AUM
$1.8B
Per adviser
$370M
Advisers
5

No reported disclosures

Snowhawk LP

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$230M
Advisers
8

No reported disclosures

Rockbridge Investment Management, LLC

Syracuse, NY · Est. 2001

Local
Fee-based
AUM
$1.8B
Per adviser
$141M
Advisers
13

No reported disclosures

Impactive Capital LP

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$306M
Advisers
6

No reported disclosures

Coalesce Capital Management LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$1.8B
Per adviser
$92M
Advisers
20

No reported disclosures

Old Orchard Capital Management LP

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$153M
Advisers
12

No reported disclosures

Helix Partners Management LP

New York, NY · Est. 2024

LocalInternational
Fee-based
AUM
$1.8B
Per adviser
$203M
Advisers
9

No reported disclosures

Ridgewood Infrastructure

New York, NY · Est. 2022

LocalInternational
Fee-based
AUM
$1.8B
Per adviser
$121M
Advisers
15

No reported disclosures

Parafi Capital LP

New York, NY · Est. 2021

Local
Fee-only
AUM
$1.8B
Per adviser
$260M
Advisers
7

No reported disclosures

Cion Investment Management, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$1.8B
Per adviser
$151M
Advisers
12

No reported disclosures

Nova Infrastructure Management, LLC

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$107M
Advisers
17

No reported disclosures

Argentic

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$362M
Advisers
5

No reported disclosures

Baillie Gifford International LLC

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$604M
Advisers
3

No reported disclosures

Needham Investment Management, LLC

New York, NY · Est. 1995

Local
Fee-only
AUM
$1.8B
Per adviser
$600M
Advisers
3

No reported disclosures

Altfest Personal Wealth Management

New York, NY · Est. 1983

LocalInternational
Fee-based
AUM
$1.8B
Per adviser
$95M
Advisers
19

No reported disclosures

Eos Real Estate Investors LLC

New York, NY · Est. 2020

Local
Fee-based
AUM
$1.8B
Per adviser
$100M
Advisers
18

No reported disclosures

Metropolitan Partners Group Management, LLC

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$89M
Advisers
20

No reported disclosures

Qvt Financial LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$223M
Advisers
8

Governors Lane LP

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$137M
Advisers
13

No reported disclosures

Aquarian Holdings Management LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$1.8B
Per adviser
$105M
Advisers
17

No reported disclosures

Aegis Capital Corp.

New York, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$1.8B
Per adviser
$19M
Advisers
92

Andalusian Private Capital, LP

New York, NY · Est. 2021

Local
Fee-only
AUM
$1.8B
Per adviser
$197M
Advisers
9

No reported disclosures

Vista Credit Bdc Management, L.P.

New York, NY · Est. 2023

Local
Fee-only
AUM
$1.8B
Per adviser
Advisers

No reported disclosures

Aligned Climate Capital LLC

New York, NY · Est. 2020

Local
Fee-based
AUM
$1.8B
Per adviser
$104M
Advisers
17

No reported disclosures

Styrax Capital LP

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$294M
Advisers
6

No reported disclosures

Opti Capital Management LP

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$294M
Advisers
6

No reported disclosures

Alternative Investment Management, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$147M
Advisers
12

No reported disclosures

Talos Eurisko Asset Management LP

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$351M
Advisers
5

No reported disclosures

Caius Capital US LP

New York, NY · Est. 2022

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$875M
Advisers
2

No reported disclosures

Accumulus Capital Management, LLC

New York, NY · Est. 2012

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$249M
Advisers
7

No reported disclosures

Assured Healthcare Partners LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$109M
Advisers
16

No reported disclosures

Wny Asset Management, LLC

Williamsville, NY · Est. 2010

Local
Fee-based
AUM
$1.7B
Per adviser
$96M
Advisers
18

No reported disclosures

Engine Capital Management, LP

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$431M
Advisers
4

No reported disclosures

Perry Creek Capital LP

New York, NY · Est. 2014

Local
Fee-based
AUM
$1.7B
Per adviser
$345M
Advisers
5

No reported disclosures

Galaxy Digital Capital Management LP

New York, NY · Est. 2019

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$78M
Advisers
22

No reported disclosures

Novem Group

Rochester, NY · Est. 2011

Regional
Fee-based
AUM
$1.7B
Per adviser
$34M
Advisers
50

No reported disclosures

Colbeck Capital Management, LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$143M
Advisers
12

No reported disclosures

Broadwood Capital, INC

New York, NY · Est. 2012

Local
Fee-based
AUM
$1.7B
Per adviser
$342M
Advisers
5

No reported disclosures

North Peak Capital Management, LLC

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$426M
Advisers
4

No reported disclosures

Liontree Investment Management, LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$142M
Advisers
12

No reported disclosures

Citrin Cooperman Wealth Management, LLC

New York, NY · Est. 2021

Regional
Fee-based
AUM
$1.7B
Per adviser
$189M
Advisers
9

No reported disclosures

Affinity Asset Advisors, LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$242M
Advisers
7

No reported disclosures

Smith Affiliated Capital Corp.

New York, NY · Est. 1982

Local
Fee-only
AUM
$1.7B
Per adviser
$210M
Advisers
8

No reported disclosures

Ember Infrastructure

New York, NY · Est. 2021

Local
Fee-only
AUM
$1.7B
Per adviser
$120M
Advisers
14

No reported disclosures

Dominus Capital Management, L.P.

New York, NY · Est. 2012

Local
Fee-only
AUM
$1.7B
Per adviser
$152M
Advisers
11

No reported disclosures

Orange Investment Advisors, INC.

Goshen, NY · Est. 1995

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$209M
Advisers
8

No reported disclosures

Aterian Investment Management, LP

New York, NY · Est. 2014

Local
Fee-only
AUM
$1.7B
Per adviser
$98M
Advisers
17

No reported disclosures

Island Investment Management LLC

New York, NY · Est. 2020

Regional
Fee-based
AUM
$1.7B
Per adviser
$56M
Advisers
30

No reported disclosures

50t Funds

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$151M
Advisers
11

No reported disclosures

Levin Capital Strategies, L.P.

New York, NY · Est. 2006

Local
Fee-based
AUM
$1.7B
Per adviser
$184M
Advisers
9

No reported disclosures

Hermes Gpe (USA) INC

New York, NY · Est. 2013

LocalInternational
Fee-based
AUM
$1.7B
Per adviser
$414M
Advisers
4

No reported disclosures

Compass Group LLC

New York, NY · Est. 2000

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$165M
Advisers
10

No reported disclosures

Richbrook Advisors, LP

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$1.7B
Per adviser
$275M
Advisers
6

No reported disclosures

Mwp Advisory, LLC

New York, NY · Est. 2020

Local
Fee-based
AUM
$1.6B
Per adviser
$235M
Advisers
7

No reported disclosures

Willow Wealth

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$63M
Advisers
26

Zweig-Dimenna Associates LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$117M
Advisers
14

No reported disclosures

Third Avenue Management LLC

New York, NY · Est. 1986

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$203M
Advisers
8

No reported disclosures

Eurazeo North America, INC.

New York, NY · Est. 2019

LocalInternational
Fee-based
AUM
$1.6B
Per adviser
$161M
Advisers
10

No reported disclosures

Hayfin Capital Management LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$50M
Advisers
32

No reported disclosures

Sone Capital Management, LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$322M
Advisers
5

No reported disclosures

Nbt Capital Management, INC.

Norwich, NY · Est. 1987

RegionalInternational
Fee-based
AUM
$1.6B
Per adviser
$230M
Advisers
7

No reported disclosures

Bouchey Financial Group Ltd

Troy, NY · Est. 1996

RegionalInternational
Fee-based
AUM
$1.6B
Per adviser
$146M
Advisers
11

No reported disclosures

Linden Global Strategies LLC

New York, NY · Est. 2012

LocalInternational
Fee-based
AUM
$1.6B
Per adviser
$321M
Advisers
5

No reported disclosures

Blue Owl Alternative Credit Advisors II LLC

New York, NY · Est. 2025

Regional
Fee-only
AUM
$1.6B
Per adviser
$6M
Advisers
250

No reported disclosures

Alpha Square Group S, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$1.6B
Per adviser
$160M
Advisers
10

No reported disclosures

Consolidated Portfolio Review Corp

Woodbury, NY · Est. 1991

National
Fee-based
AUM
$1.6B
Per adviser
$34M
Advisers
47

No reported disclosures

Dune Real Estate Partners LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$79M
Advisers
20

No reported disclosures

Marshall + Sterling Wealth Advisors, INC.

Poughkeepsie, NY · Est. 2013

Local
Fee-based
AUM
$1.6B
Per adviser
$176M
Advisers
9

No reported disclosures

Painswick Capital Management LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$1.6B
Per adviser
$317M
Advisers
5

No reported disclosures

Lake Hill Capital Management, LLC

New York, NY · Est. 2013

Local
Fee-only
AUM
$1.6B
Per adviser
$792M
Advisers
2

No reported disclosures

Atl Advisor LP

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$1.6B
Per adviser
$143M
Advisers
11

No reported disclosures

Gam USA INC.

New York, NY · Est. 1989

RegionalInternational
Fee-only
AUM
$1.5B
Per adviser
$155M
Advisers
10

No reported disclosures

Hark Capital Advisors LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
$1.5B
Per adviser
$172M
Advisers
9

No reported disclosures

Zenyth Partners

New York, NY · Est. 2019

Local
Fee-only
AUM
$1.5B
Per adviser
$172M
Advisers
9

No reported disclosures

Gcp Capital Partners LLC

New York, NY · Est. 2010

Local
Fee-only
AUM
$1.5B
Per adviser
$257M
Advisers
6

No reported disclosures

Independent Solutions Wealth Management, LLC

Williamsville, NY · Est. 2008

Regional
Fee-based
AUM
$1.5B
Per adviser
$59M
Advisers
26

No reported disclosures

Seacrest Wealth Management, LLC

Purchase, NY · Est. 2008

National
Fee-based
AUM
$1.5B
Per adviser
$43M
Advisers
36

No reported disclosures

Equitable Investment Management, LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$1.5B
Per adviser
$139M
Advisers
11

No reported disclosures

Cavu Consumer Partners, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$1.5B
Per adviser
$191M
Advisers
8

No reported disclosures

Ascent Wealth Partners, LLC

New Hartford, NY · Est. 2011

Regional
Fee-only
AUM
$1.5B
Per adviser
$101M
Advisers
15

No reported disclosures

Goehring & Rozencwajg Associates, LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$757M
Advisers
2

No reported disclosures

Regal Healthcare Capital Management, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$1.5B
Per adviser
$76M
Advisers
20

No reported disclosures

John G. Ullman & Associates, INC

Horseheads, NY · Est. 1978

RegionalInternational
Fee-only
AUM
$1.5B
Per adviser
$50M
Advisers
30

No reported disclosures

Stony Point Capital

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$498M
Advisers
3

No reported disclosures

Linear B Partners LP

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$299M
Advisers
5

No reported disclosures

Kyobo Life Asset Management (America) Co., Ltd.

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$373M
Advisers
4

No reported disclosures

Whitney & Company

Rochester, NY · Est. 2001

Local
Fee-based
AUM
$1.5B
Per adviser
$186M
Advisers
8

No reported disclosures

Springcoast Capital Partners, L.P.

New York, NY · Est. 2024

Local
Fee-only
AUM
$1.5B
Per adviser
$149M
Advisers
10

No reported disclosures

Ccs Partners LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$213M
Advisers
7

No reported disclosures

Fplf Management LLC

New York, NY · Est. 2024

Regional
Fee-only
AUM
$1.5B
Per adviser
$20M
Advisers
73

Tsa Management INC

Glen Head, NY · Est. 1992

Local
Fee-based
AUM
$1.5B
Per adviser
$296M
Advisers
5

No reported disclosures

Kimelman & Baird, LLC

New York, NY · Est. 1973

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$246M
Advisers
6

Vantage Infrastructure (USA) INC.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$293M
Advisers
5

No reported disclosures

Dendur Capital LP

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$293M
Advisers
5

No reported disclosures

Raven Credit Capital Management LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$133M
Advisers
11

No reported disclosures

Kkr Registered Advisor LLC

New York, NY · Est. 2020

Regional
Fee-only
AUM
$1.5B
Per adviser
$73M
Advisers
20

Tema Etfs LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$1.5B
Per adviser
$182M
Advisers
8

No reported disclosures

Shade Tree Advisors LLC

Saratoga Springs, NY · Est. 2017

Regional
Fee-based
AUM
$1.5B
Per adviser
$69M
Advisers
21

No reported disclosures

Tripost Capital Partners LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$1.4B
Per adviser
$80M
Advisers
18

No reported disclosures

Bornite Capital Management LP

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$362M
Advisers
4

No reported disclosures

Roc360 Advisors LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$1.4B
Per adviser
$35M
Advisers
41

No reported disclosures

Fusion Family Wealth, LLC

Woodbury, NY · Est. 2013

Local
Fee-only
AUM
$1.4B
Per adviser
$288M
Advisers
5

No reported disclosures

Clearline Capital LP

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$240M
Advisers
6

No reported disclosures

Terra Reit Advisors, LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$96M
Advisers
15

No reported disclosures

Nassau Alternative Investments LLC

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$239M
Advisers
6

No reported disclosures

Sanderson Wealth Management, LLC

Buffalo, NY · Est. 2002

Regional
Fee-only
AUM
$1.4B
Per adviser
$130M
Advisers
11

No reported disclosures

Nottingham Advisors INC.

Amherst, NY · Est. 1982

Regional
Fee-based
AUM
$1.4B
Per adviser
$158M
Advisers
9

No reported disclosures

Tekne Capital Management, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$158M
Advisers
9

No reported disclosures

Ulysses Management LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$1.4B
Per adviser
$178M
Advisers
8

No reported disclosures

Apis Capital Advisors, LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$237M
Advisers
6

No reported disclosures

Zbs Partners, LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$1.4B
Per adviser
$353M
Advisers
4

No reported disclosures

Sagard Holdings Manager (US) LLC

New York City, NY · Est. 2022

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$88M
Advisers
16

No reported disclosures

Slg Capital Management LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$1.4B
Per adviser
$94M
Advisers
15

No reported disclosures

Greenline Partners

New York, NY · Est. 2014

Local
Fee-based
AUM
$1.4B
Per adviser
$469M
Advisers
3

No reported disclosures

Polymer Capital Management (US), LLC

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$70M
Advisers
20

No reported disclosures

Fourworld Capital Management LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$108M
Advisers
13

No reported disclosures

Matrix Asset Advisors INC

White Plains, NY · Est. 1990

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$175M
Advisers
8

No reported disclosures

Kudu Investment Holdings, LLC

New York, NY · Est. 2015

Local
Fee-based
AUM
$1.4B
Per adviser
$199M
Advisers
7

Town Lane Management LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$1.4B
Per adviser
$107M
Advisers
13

No reported disclosures

The Pinnacle Financial Group

Rockville Centre, NY · Est. 2012

Regional
Fee-based
AUM
$1.4B
Per adviser
$26M
Advisers
54

No reported disclosures

Cohesive Capital Partners

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$229M
Advisers
6

No reported disclosures

Turning Rock Partners, L.P.

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$115M
Advisers
12

No reported disclosures

Briarwood Chase Management LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$137M
Advisers
10

No reported disclosures

Arcadia Investment Partners

New York, NY · Est. 2012

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$343M
Advisers
4

No reported disclosures

Onyx Bridge Wealth Group LLC

Tarrytown, NY · Est. 2020

RegionalInternational
Fee-based
AUM
$1.4B
Per adviser
$72M
Advisers
19

No reported disclosures

Next Level Private LLC

Harrison, NY · Est. 2021

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$137M
Advisers
10

No reported disclosures

Hollow Brook Wealth Management LLC

Katonah, NY · Est. 2008

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$342M
Advisers
4

No reported disclosures

Oribel Capital Management, LP

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$228M
Advisers
6

No reported disclosures

Sgroi Wealth Advisory Group LLC

West Seneca, NY · Est. 2017

Local
Fee-only
AUM
$1.4B
Per adviser
$97M
Advisers
14

Ally Bridge Group (Pe) LLC

New York, NY · Est. 2021

RegionalInternational
Fee-only
AUM
$1.4B
Per adviser
$104M
Advisers
13

No reported disclosures

Innovatus Capital Partners, LLC

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$1.4B
Per adviser
$135M
Advisers
10

No reported disclosures

12 West Capital Management LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$193M
Advisers
7

No reported disclosures

Greenpoint Partners

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$150M
Advisers
9

No reported disclosures

Orangewood Partners Management LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$122M
Advisers
11

No reported disclosures

Payne Capital Management, LLC

New York, NY · Est. 2008

RegionalInternational
Fee-based
AUM
$1.3B
Per adviser
$192M
Advisers
7

No reported disclosures

Fco Advisors LP

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$223M
Advisers
6

No reported disclosures

Versor Investments LP

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$445M
Advisers
3

No reported disclosures

Newlight Partners LP

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$95M
Advisers
14

No reported disclosures

North Castle Partners, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$1.3B
Per adviser
$120M
Advisers
11

No reported disclosures

River Partners Capital Management, LP

New York, NY · Est. 2014

LocalInternational
Fee-based
AUM
$1.3B
Per adviser
$264M
Advisers
5

No reported disclosures

Awm Investment Company INC

New York, NY · Est. 1991

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$165M
Advisers
8

No reported disclosures

Otro Capital

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$164M
Advisers
8

No reported disclosures

Rcm Ga Manager LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$1.3B
Per adviser
$69M
Advisers
19

No reported disclosures

Metacapital Management, L.P.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$435M
Advisers
3

No reported disclosures

Db Advisory America, Limited(Ltd)

New York, NY · Est. 2021

LocalInternational
Fee-based
AUM
$1.3B
Per adviser
$650M
Advisers
2

No reported disclosures

Caligan Partners

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$433M
Advisers
3

No reported disclosures

Sagewind Capital LLC

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$144M
Advisers
9

No reported disclosures

Pinnacle Investments, LLC

East Syracuse, NY · Est. 2007

RegionalInternational
Fee-only
AUM
$1.3B
Per adviser
$24M
Advisers
55

No reported disclosures

Sio Capital Management, LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$185M
Advisers
7

No reported disclosures

Academy Asset Management

New York, NY · Est. 2022

Local
Fee-only
AUM
$1.3B
Per adviser
$429M
Advisers
3

No reported disclosures

Wahed

New York, NY · Est. 2015

Local
Fee-only
AUM
$1.3B
Per adviser
$1.3B
Advisers
1

No reported disclosures

Obsidian Cio LLC

New York, NY · Est. 2017

Local
Fee-only
AUM
$1.3B
Per adviser
$321M
Advisers
4

No reported disclosures

New Legacy Group, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$1.3B
Per adviser
$214M
Advisers
6

No reported disclosures

Sagehall Management LP

New York, NY · Est. 2022

Local
Fee-only
AUM
$1.3B
Per adviser
$127M
Advisers
10

No reported disclosures

Greenlight Masters, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$634M
Advisers
2

No reported disclosures

Madison River Capital LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$1.3B
Per adviser
$158M
Advisers
8

No reported disclosures

Chemistry Wealth Management LLC

New York, NY · Est. 2021

LocalInternational
Fee-based
AUM
$1.3B
Per adviser
$181M
Advisers
7

No reported disclosures

Enterprise Investors

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$52M
Advisers
24

No reported disclosures

Ospraie Management, LLC

Rye, NY · Est. 2020

Local
Fee-only
AUM
$1.3B
Per adviser
$126M
Advisers
10

No reported disclosures

Harvey Capital Partners, L.P.

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$126M
Advisers
10

No reported disclosures

J.J. Burns & Company

Melville, NY · Est. 2006

LocalInternational
Fee-based
AUM
$1.3B
Per adviser
$157M
Advisers
8

No reported disclosures

Arbiter Partners

New York, NY · Est. 2011

LocalInternational
Fee-only
AUM
$1.3B
Per adviser
$179M
Advisers
7

No reported disclosures

Superstate Advisers LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$1.2B
Per adviser
$415M
Advisers
3

No reported disclosures

Neo Ivy Capital Management, LLC

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$156M
Advisers
8

No reported disclosures

Blackbarn Capital Partners LP

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$155M
Advisers
8

No reported disclosures

Opal Wealth Advisors, LLC

Jericho, NY · Est. 2018

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$138M
Advisers
9

No reported disclosures

Agl US Dl Management LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$1.2B
Per adviser
Advisers

No reported disclosures

Seven Grand Managers LLC

Bronxville, NY · Est. 2022

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$137M
Advisers
9

No reported disclosures

Platform Technology Partners

Locust Valley, NY · Est. 2019

Local
Fee-based
AUM
$1.2B
Per adviser
$137M
Advisers
9

No reported disclosures

Legacy Edge Advisors

Syosset, NY · Est. 2024

Regional
Fee-based
AUM
$1.2B
Per adviser
$77M
Advisers
16

No reported disclosures

Centre Partners Management LLC

New York, NY · Est. 1999

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$77M
Advisers
16

No reported disclosures

Harvey Partners, LLC

Tarrytown, NY · Est. 2012

Local
Fee-only
AUM
$1.2B
Per adviser
$409M
Advisers
3

No reported disclosures

Prelude Growth Partners

New York, NY · Est. 2025

Local
Fee-only
AUM
$1.2B
Per adviser
$122M
Advisers
10

No reported disclosures

Water Island Capital, LLC

New York, NY · Est. 2000

Local
Fee-only
AUM
$1.2B
Per adviser
$174M
Advisers
7

No reported disclosures

Icapital Registered Fund Adviser LLC

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$58M
Advisers
21

No reported disclosures

Seasons Of Advice Wealth Management

New York, NY · Est. 2020

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$101M
Advisers
12

No reported disclosures

Tokio Marine Asset Management (USA), Ltd.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$86M
Advisers
14

No reported disclosures

Brightspire Capital Advisors, LLC

New York, NY · Est. 2021

Local
Fee-based
AUM
$1.2B
Per adviser
$46M
Advisers
26

No reported disclosures

Bluemountain Fuji Management, LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
Advisers

Breakout Capital Partners

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$120M
Advisers
10

No reported disclosures

Flatiron Rr LLC, Manager Series

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$63M
Advisers
19

No reported disclosures

Global Evolution USA, LLC

New York, NY · Est. 2013

Local
Fee-only
AUM
$1.2B
Per adviser
$50M
Advisers
24

No reported disclosures

Polus Capital Management (US) INC.

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$169M
Advisers
7

No reported disclosures

Cross Lake Partners LP

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$196M
Advisers
6

No reported disclosures

Arlon Advisor LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$53M
Advisers
22

No reported disclosures

Octagon Capital Advisors LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$168M
Advisers
7

No reported disclosures

Audax Pdb Management Company, LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$1.2B
Per adviser
$15M
Advisers
80

No reported disclosures

Wellington Shields Capital Management, LLC

New York, NY · Est. 2010

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$90M
Advisers
13

No reported disclosures

Willow Tree Capital Corp Advisors LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$1.2B
Per adviser
$90M
Advisers
13

No reported disclosures

Vss Fund Management LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$1.2B
Per adviser
$42M
Advisers
28

No reported disclosures

Space Capital

New York, NY · Est. 2025

Local
Fee-only
AUM
$1.2B
Per adviser
$292M
Advisers
4

No reported disclosures

Reagan Companies Asset Management, INC

Syracuse, NY · Est. 2013

Local
Fee-based
AUM
$1.2B
Per adviser
$232M
Advisers
5

No reported disclosures

Kennedy Lewis Capital Holdings LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$1.2B
Per adviser
$28M
Advisers
42

No reported disclosures

Generation Capital Management LLC

Pittsford, NY · Est. 2009

Local
Fee-based
AUM
$1.2B
Per adviser
$1.2B
Advisers
1

No reported disclosures

Kelleher Financial Advisors, LLC

New York, NY · Est. 2003

Local
Fee-based
AUM
$1.2B
Per adviser
$192M
Advisers
6

No reported disclosures

Cooper/Haims Advisors, LLC

Victor, NY · Est. 2002

Local
Fee-based
AUM
$1.2B
Per adviser
$89M
Advisers
13

No reported disclosures

Atw Partners LLC

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.2B
Per adviser
$144M
Advisers
8

No reported disclosures

Corre Partners Management, LLC

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$115M
Advisers
10

No reported disclosures

1ws Capital Advisors, LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$1.1B
Per adviser
Advisers

No reported disclosures

Mark Asset Management LP

New York, NY · Est. 1987

Local
Fee-only
AUM
$1.1B
Per adviser
$163M
Advisers
7

No reported disclosures

Sterling Investors LP

New York, NY · Est. 2021

Local
Fee-only
AUM
$1.1B
Per adviser
$162M
Advisers
7

No reported disclosures

747 Capital, LLC

New York, NY · Est. 2014

Local
Fee-only
AUM
$1.1B
Per adviser
$162M
Advisers
7

No reported disclosures

Icapital Fund Advisors LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$42M
Advisers
27

No reported disclosures

Orkila Management, LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$162M
Advisers
7

No reported disclosures

Ellevest

New York, NY · Est. 2015

Regional
Fee-based
AUM
$1.1B
Per adviser
$87M
Advisers
13

No reported disclosures

Edge Principal Advisors, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$1.1B
Per adviser
$102M
Advisers
11

No reported disclosures

Trispan (USA) LLC

New York, NY · Est. 2020

Local
Fee-based
AUM
$1.1B
Per adviser
$113M
Advisers
10

No reported disclosures

Investcorp Absolute Return Investments LLC

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$281M
Advisers
4

No reported disclosures

Blackrock Realty Advisors INC

New York, NY · Est. 1997

RegionalInternational
Fee-only
AUM
$1.1B
Per adviser
$33M
Advisers
34

No reported disclosures

Overbrook Management Corporation

New York, NY · Est. 2001

LocalInternational
Fee-based
AUM
$1.1B
Per adviser
$160M
Advisers
7

No reported disclosures

Markets Infrastructure Partners

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$278M
Advisers
4

No reported disclosures

Benchstone Capital Management LP

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$158M
Advisers
7

No reported disclosures

Lyric Capital Management Group, L.P.

New York, NY · Est. 2019

LocalInternational
Fee-based
AUM
$1.1B
Per adviser
$138M
Advisers
8

No reported disclosures

Pks Advisory Services, LLC

Albany, NY · Est. 2003

NationalInternational
Fee-based
AUM
$1.1B
Per adviser
$30M
Advisers
36

No reported disclosures

Makarora

New York, NY · Est. 2025

Local
Fee-only
AUM
$1.1B
Per adviser
$91M
Advisers
12

No reported disclosures

Tri Locum Partners LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$181M
Advisers
6

No reported disclosures

King Wealth Management Group, LLC

Saratoga Springs, NY · Est. 2012

Local
Fee-based
AUM
$1.1B
Per adviser
$136M
Advisers
8

No reported disclosures

Titan

New York, NY · Est. 2017

Local
Fee-only
AUM
$1.1B
Per adviser
$108M
Advisers
10

No reported disclosures

Maritime Capital

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$216M
Advisers
5

No reported disclosures

Pivotal Advisors LLC

New York, NY · Est. 2020

Local
Fee-based
AUM
$1.1B
Per adviser
$1.1B
Advisers
1

No reported disclosures

Pinnbrook Capital Management LP

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$118M
Advisers
9

No reported disclosures

Penso Advisors, LLC

New York, NY · Est. 2012

LocalInternational
Fee-based
AUM
$1.1B
Per adviser
$531M
Advisers
2

No reported disclosures

Beekman Investment Advisors

New York, NY · Est. 2015

Local
Fee-only
AUM
$1.1B
Per adviser
$133M
Advisers
8

No reported disclosures

Gia Partners, LLC.

New York, NY · Est. 2009

Local
Fee-only
AUM
$1.1B
Per adviser
$212M
Advisers
5

No reported disclosures

Seer Capital Management LP

New York, NY · Est. 2009

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$96M
Advisers
11

No reported disclosures

Armbruster Capital Management, INC.

Pittsford, NY · Est. 2010

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$151M
Advisers
7

No reported disclosures

Griffin Asset Management, LLC

New York, NY · Est. 1971

RegionalInternational
Fee-only
AUM
$1.1B
Per adviser
$264M
Advisers
4

No reported disclosures

Freedom 3 Capital LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$81M
Advisers
13

No reported disclosures

Nordea Investment Management North America, INC.

New York, NY · Est. 2001

Local
Fee-only
AUM
$1.1B
Per adviser
$527M
Advisers
2

No reported disclosures

Whitefort Capital Management, LP

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$1.1B
Per adviser
$175M
Advisers
6

No reported disclosures

Petiole USA Limited

New York, NY · Est. 2012

LocalInternational
Fee-based
AUM
$1.1B
Per adviser
$350M
Advisers
3

No reported disclosures

Mack Real Estate Credit Strategies, L.P.

New York, NY · Est. 2013

Local
Fee-only
AUM
$1.0B
Per adviser
$35M
Advisers
30

No reported disclosures

Matauro, LLC

New York, NY · Est. 2024

Local
Fee-based
AUM
$1.0B
Per adviser
$105M
Advisers
10

No reported disclosures

High Probability Advisors, LLC

Pittsford, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$1.0B
Per adviser
$80M
Advisers
13

No reported disclosures

Stelac Capital Partners LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$1.0B
Per adviser
$521M
Advisers
2

No reported disclosures

Sterling Investment Counsel, LLC

Buffalo, NY · Est. 2016

Local
Fee-only
AUM
$1.0B
Per adviser
$129M
Advisers
8

No reported disclosures

Theorem

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$344M
Advisers
3

No reported disclosures

J.W.Burns & Company, INC.

Dewitt, NY · Est. 1977

Local
Fee-only
AUM
$1.0B
Per adviser
$205M
Advisers
5

No reported disclosures

Vestwell Advisors LLC

New York, NY · Est. 2016

Local
Fee-based
AUM
$1.0B
Per adviser
$34M
Advisers
30

No reported disclosures

Thayer Street Partners Management, LLC

New York, NY · Est. 2017

Local
Fee-only
AUM
$1.0B
Per adviser
$256M
Advisers
4

No reported disclosures

Saw Mill Capital L.L.C.

Briarcliff Manor, NY · Est. 2012

Local
Fee-only
AUM
$1.0B
Per adviser
$57M
Advisers
18

No reported disclosures

Alpine Grove Partners LLP

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$1.0B
Per adviser
$93M
Advisers
11

No reported disclosures

Newbrook Capital Advisors LP

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$255M
Advisers
4

No reported disclosures

Isometry Capital, LLC

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$92M
Advisers
11

No reported disclosures

10x Capital Partners

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$1.0B
Advisers
1

No reported disclosures

Vectors Asset Management

New York, NY · Est. 2005

Local
Fee-based
AUM
$1.0B
Per adviser
$252M
Advisers
4

No reported disclosures

Nomura Asset Management U.S.A. INC.

New York, NY · Est. 1976

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$144M
Advisers
7

No reported disclosures

The Northstar Group, INC.

New York, NY · Est. 1992

Local
Fee-based
AUM
$1.0B
Per adviser
$168M
Advisers
6

No reported disclosures

The Quarry LP

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$1.0B
Per adviser
$503M
Advisers
2

No reported disclosures

Fincadia Advisors LLC

Melville, NY · Est. 2026

LocalInternational
Fee-based
AUM
$1.0B
Per adviser
$335M
Advisers
3

No reported disclosures

Seeds

New York, NY · Est. 2022

Local
Fee-based
AUM
$1.0B
Per adviser
$200M
Advisers
5

No reported disclosures

Dawson Partners

New York, NY · Est. 2026

Local
Fee-only
AUM
$999M
Per adviser
$17M
Advisers
60

No reported disclosures

Tishman Capital Partners

New York, NY · Est. 2015

Local
Fee-only
AUM
$998M
Per adviser
$249M
Advisers
4

No reported disclosures

Passive Capital Management, LLC

Syracuse, NY · Est. 2008

Local
Fee-only
AUM
$997M
Per adviser
$125M
Advisers
8

No reported disclosures

Five Arrows Managers (USA) LLC

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$994M
Per adviser
$24M
Advisers
42

No reported disclosures

Cander Asset Management

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$989M
Per adviser
$330M
Advisers
3

No reported disclosures

Sculptor Advisors LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$989M
Per adviser
$9M
Advisers
113

Man Global Private Markets (USA) INC.

New York, NY · Est. 2016

LocalInternational
Fee-based
AUM
$988M
Per adviser
$198M
Advisers
5

No reported disclosures

Fine Capital Partners, L.P.

New York, NY · Est. 2012

Local
Fee-only
AUM
$986M
Per adviser
$329M
Advisers
3

No reported disclosures

Pagaya Investments US LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$985M
Per adviser
$246M
Advisers
4

No reported disclosures

Astoria Portfolio Advisors LLC

New York, NY · Est. 2020

Regional
Fee-based
AUM
$978M
Per adviser
$109M
Advisers
9

No reported disclosures

Keyframe Capital Partners, L.P.

New York, NY · Est. 2019

LocalInternational
Fee-based
AUM
$977M
Per adviser
$122M
Advisers
8

No reported disclosures

Night Squared LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$976M
Per adviser
$89M
Advisers
11

No reported disclosures

Satovsky Asset Management LLC

New York, NY · Est. 2007

LocalInternational
Fee-based
AUM
$975M
Per adviser
$139M
Advisers
7

No reported disclosures

Lebenthal Global Advisors, LLC

Hauppauge, NY · Est. 2017

Regional
Fee-based
AUM
$972M
Per adviser
$36M
Advisers
27

No reported disclosures

Crewcial Partners LLC

New York, NY · Est. 2004

Local
Fee-based
AUM
$972M
Per adviser
$162M
Advisers
6

No reported disclosures

Cirrus Real Estate Partners

New York, NY · Est. 2022

Local
Fee-only
AUM
$970M
Per adviser
$97M
Advisers
10

No reported disclosures

First Sentier Investors (US) LLC

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$969M
Per adviser
$57M
Advisers
17

No reported disclosures

Odeon Capital Advisors LLC

New York, NY · Est. 2020

LocalInternational
Fee-based
AUM
$967M
Per adviser
$121M
Advisers
8

No reported disclosures

Petrichor Healthcare Capital Management LP

New York, NY · Est. 2018

LocalInternational
Fee-based
AUM
$966M
Per adviser
$81M
Advisers
12

No reported disclosures

Curiam Capital LLC

New York, NY · Est. 2021

Local
Fee-based
AUM
$965M
Per adviser
$161M
Advisers
6

No reported disclosures

Grace & White, INC

New York, NY · Est. 1977

LocalInternational
Fee-only
AUM
$964M
Per adviser
$241M
Advisers
4

No reported disclosures

Clearlist Capital LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$960M
Per adviser
$240M
Advisers
4

No reported disclosures

Kingdon Capital Management, L.L.C.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$960M
Per adviser
$96M
Advisers
10

No reported disclosures

Maridea Wealth Management

Brooklyn, NY · Est. 2024

Regional
Fee-based
AUM
$959M
Per adviser
$37M
Advisers
26

No reported disclosures

Eos Management, L.P.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$957M
Per adviser
$87M
Advisers
11

No reported disclosures

Corsair Capital Management, L.P.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$957M
Per adviser
$479M
Advisers
2

No reported disclosures

Vcc Advisors, LLC

New York, NY · Est. 2019

Regional
Fee-only
AUM
$957M
Per adviser
$21M
Advisers
45

Rudius Management, L.P.

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$956M
Per adviser
$239M
Advisers
4

No reported disclosures

Foresight Global Investors, INC.

Purchase, NY · Est. 2015

Local
Fee-only
AUM
$955M
Per adviser
$318M
Advisers
3

No reported disclosures

Radianx Capital, LLC

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$954M
Per adviser
$318M
Advisers
3

No reported disclosures

Everview Partners, L.P.

New York, NY · Est. 2025

Local
Fee-only
AUM
$950M
Per adviser
$79M
Advisers
12

No reported disclosures

Robotti & Company Advisors, LLC

New York, NY · Est. 2001

LocalInternational
Fee-only
AUM
$950M
Per adviser
$68M
Advisers
14

No reported disclosures

Headlands Capital

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$949M
Per adviser
$86M
Advisers
11

No reported disclosures

Ashford Advisors, LLC

Pittsford, NY · Est. 2001

Local
Fee-based
AUM
$943M
Per adviser
$314M
Advisers
3

No reported disclosures

Vesey Street Capital Partners

New York, NY · Est. 2017

Local
Fee-based
AUM
$942M
Per adviser
$79M
Advisers
12

No reported disclosures

Fagan Associates INC

Troy, NY · Est. 1996

Local
Fee-only
AUM
$941M
Per adviser
$314M
Advisers
3

No reported disclosures

Taproot Management LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$940M
Per adviser
$63M
Advisers
15

No reported disclosures

Develop Capital Partners, LP.

Pittsford, NY · Est. 2026

LocalInternational
Fee-based
AUM
$940M
Per adviser
$235M
Advisers
4

No reported disclosures

Cc Capital Insurance Advisors LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$937M
Per adviser
$937M
Advisers
1

No reported disclosures

Estabrook Capital Management LLC

New York, NY · Est. 2003

Local
Fee-based
AUM
$933M
Per adviser
$187M
Advisers
5

No reported disclosures

Frisch Financial Group, INC.

Melville, NY · Est. 2003

RegionalInternational
Fee-based
AUM
$932M
Per adviser
$133M
Advisers
7

No reported disclosures

Brighton Securities Corp.

Rochester, NY · Est. 2003

Local
Fee-based
AUM
$931M
Per adviser
$44M
Advisers
21

Oppenheimer Investment Management LLC

New York, NY · Est. 2004

LocalInternational
Fee-only
AUM
$929M
Per adviser
$133M
Advisers
7

No reported disclosures

Piton Investment Management, LP

Garden City, NY · Est. 2016

Local
Fee-based
AUM
$928M
Per adviser
$155M
Advisers
6

No reported disclosures

Monticelloam, LLC

New York, NY · Est. 2015

Regional
Fee-only
AUM
$923M
Per adviser
$15M
Advisers
62

No reported disclosures

Bridger Investment Partners LLC

New York, NY · Est. 2022

LocalInternational
Fee-based
AUM
$920M
Per adviser
$230M
Advisers
4

No reported disclosures

Charles Pratt & Company, L.L.C.

New York, NY · Est. 1984

Local
Fee-only
AUM
$916M
Per adviser
$916M
Advisers
1

Dome Equities, LLC

New York, NY · Est. 2013

Local
Fee-only
AUM
$915M
Per adviser
$305M
Advisers
3

No reported disclosures

Madryn Asset Management, LP

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$915M
Per adviser
$131M
Advisers
7

No reported disclosures

Brookfield Asset Management Pic Bmg, LLC

New York, NY · Est. 2021

NationalInternational
Fee-only
AUM
$912M
Per adviser
$831,845.43
Advisers
1,096

Trubee Wealth Advisors, INC.

Buffalo, NY · Est. 2009

Local
Fee-based
AUM
$911M
Per adviser
$65M
Advisers
14

Moon Capital Management LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$911M
Per adviser
$65M
Advisers
14

First Eagle Separate Account Management, LLC

New York, NY · Est. 2019

RegionalInternational
Fee-only
AUM
$908M
Per adviser
$23M
Advisers
40

No reported disclosures

Dme Advisors, LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$907M
Per adviser
Advisers

No reported disclosures

South Street Advisors, LLC

New York, NY · Est. 1998

LocalInternational
Fee-only
AUM
$906M
Per adviser
$181M
Advisers
5

No reported disclosures

Shannon River Fund Management, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$905M
Per adviser
$181M
Advisers
5

No reported disclosures

Navis Wealth Advisors LLC

Rye Brook, NY · Est. 2020

LocalInternational
Fee-only
AUM
$902M
Per adviser
$150M
Advisers
6

No reported disclosures

Malabar Investments, LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$900M
Per adviser
$129M
Advisers
7

No reported disclosures

Maytech Global Investments

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$895M
Per adviser
$224M
Advisers
4

No reported disclosures

Moerus Capital Management LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$893M
Per adviser
$223M
Advisers
4

No reported disclosures

Autopilot

New York, NY · Est. 2024

Local
Fee-based
AUM
$892M
Per adviser
Advisers

No reported disclosures

Pact

New York, NY · Est. 2025

Local
Fee-only
AUM
$892M
Per adviser
$69M
Advisers
13

No reported disclosures

Optima Asset Management LLC

New York, NY · Est. 2019

LocalInternational
Fee-based
AUM
$892M
Per adviser
$64M
Advisers
14

No reported disclosures

Atika Capital Management, LLC

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$887M
Per adviser
$177M
Advisers
5

No reported disclosures

Corinthia Global Management

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$887M
Per adviser
$47M
Advisers
19

No reported disclosures

Bow Street LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$885M
Per adviser
$147M
Advisers
6

No reported disclosures

Lebenthal Diversified Asset Management INC.

Hauppauge, NY · Est. 2013

Local
Fee-based
AUM
$884M
Per adviser
$884M
Advisers
1

No reported disclosures

Lyonross Capital Management, LLC

White Plains, NY · Est. 2012

LocalInternational
Fee-based
AUM
$881M
Per adviser
$176M
Advisers
5

No reported disclosures

Transatlantique Private Wealth LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$879M
Per adviser
$88M
Advisers
10

No reported disclosures

Seymour Asset Management LLC

New York, NY · Est. 2022

Local
Fee-based
AUM
$878M
Per adviser
$878M
Advisers
1

No reported disclosures

Sandglass Capital Advisors LLC

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$874M
Per adviser
$55M
Advisers
16

No reported disclosures

Aspen Renewable Investments, L.L.C.

New York, NY · Est. 2025

Local
Fee-based
AUM
$868M
Per adviser
$145M
Advisers
6

No reported disclosures

Circle Advisers INC

New York, NY · Est. 1983

RegionalInternational
Fee-based
AUM
$868M
Per adviser
$124M
Advisers
7

No reported disclosures

Long Arc Capital LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$867M
Per adviser
$173M
Advisers
5

No reported disclosures

Treo Asset Management, LLC

New York, NY · Est. 2022

LocalInternational
Fee-based
AUM
$865M
Per adviser
$62M
Advisers
14

No reported disclosures

Backcast Partners Management LLC

New York, NY · Est. 2019

Local
Fee-only
AUM
$864M
Per adviser
$54M
Advisers
16

No reported disclosures

I80 Group LP

New York, NY · Est. 2022

Local
Fee-only
AUM
$864M
Per adviser
$54M
Advisers
16

No reported disclosures

Cartesian Capital Group

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$863M
Per adviser
$43M
Advisers
20

No reported disclosures

Level Financial Advisors, INC.

East Amherst, NY · Est. 1981

Regional
Fee-based
AUM
$863M
Per adviser
$96M
Advisers
9

No reported disclosures

Halle Capital Management LP

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$862M
Per adviser
$108M
Advisers
8

No reported disclosures

Eagle'S View Capital Management LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$860M
Per adviser
$172M
Advisers
5

No reported disclosures

Invesco Private Capital, INC.

New York, NY · Est. 1993

Local
Fee-based
AUM
$860M
Per adviser
$287M
Advisers
3

Alliance Consumer Growth, LLC

New York, NY · Est. 2015

Local
Fee-only
AUM
$858M
Per adviser
$123M
Advisers
7

No reported disclosures

Saddle Point Management, L.P.

New York, NY · Est. 2025

Local
Fee-based
AUM
$857M
Per adviser
$214M
Advisers
4

No reported disclosures

Olympus Capital Holdings Asia LLC

Mount Kisco, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$852M
Per adviser
$37M
Advisers
23

No reported disclosures

Seneca Financial Advisors LLC

Rochester, NY · Est. 2010

Local
Fee-based
AUM
$847M
Per adviser
$169M
Advisers
5

No reported disclosures

Falconpoint Capital Partners LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$845M
Per adviser
$141M
Advisers
6

No reported disclosures

Ckc Capital LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$844M
Per adviser
$121M
Advisers
7

No reported disclosures

Guggenheim Investment Advisors, LLC

New York, NY · Est. 2000

LocalInternational
Fee-only
AUM
$841M
Per adviser
$105M
Advisers
8

No reported disclosures

Riverpark Advisors, LLC

New York, NY · Est. 2009

Local
Fee-only
AUM
$836M
Per adviser
$139M
Advisers
6

No reported disclosures

Setpoint Capital

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$835M
Per adviser
$70M
Advisers
12

No reported disclosures

Strategic Wealth Management Group

New York, NY · Est. 2005

LocalInternational
Fee-based
AUM
$833M
Per adviser
$167M
Advisers
5

No reported disclosures

American Triple I, LLC

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$832M
Per adviser
$104M
Advisers
8

No reported disclosures

First Citizens Institutional Asset Management, LLC

New York, NY · Est. 2017

Regional
Fee-only
AUM
$829M
Per adviser
$33M
Advisers
25

No reported disclosures

Edge Wealth Management, LLC

New York, NY · Est. 2006

RegionalInternational
Fee-only
AUM
$827M
Per adviser
$165M
Advisers
5

No reported disclosures

Argand Partners, LP

New York, NY · Est. 2015

RegionalInternational
Fee-only
AUM
$827M
Per adviser
$75M
Advisers
11

No reported disclosures

Rithm Capital Advisors LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$826M
Per adviser
$39M
Advisers
21

No reported disclosures

Kershner, Grosso & Co.

Saratoga Spring, NY · Est. 1986

LocalInternational
Fee-only
AUM
$825M
Per adviser
$138M
Advisers
6

No reported disclosures

P2 Capital Partners, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$824M
Per adviser
$92M
Advisers
9

No reported disclosures

Myda Advisors LLC

Woodmere, NY · Est. 2016

LocalInternational
Fee-only
AUM
$821M
Per adviser
$117M
Advisers
7

No reported disclosures

Valicenti Advisory Services INC

Elmira, NY · Est. 1983

Local
Fee-only
AUM
$820M
Per adviser
$117M
Advisers
7

No reported disclosures

Ccmp Growth, LP

New York, NY · Est. 2022

Local
Fee-only
AUM
$819M
Per adviser
$91M
Advisers
9

No reported disclosures

Shulman Demeo Asset Management, LLC

Lake Success, NY · Est. 2007

Local
Fee-based
AUM
$815M
Per adviser
$408M
Advisers
2

No reported disclosures

Rmwc

New York, NY · Est. 2010

LocalInternational
Fee-only
AUM
$807M
Per adviser
$101M
Advisers
8

No reported disclosures

Oha Private Credit Advisors II, L.P.

New York, NY · Est. 2022

Local
Fee-based
AUM
$805M
Per adviser
$7M
Advisers
113

No reported disclosures

Curran Wealth Management

Albany, NY · Est. 2004

Local
Fee-only
AUM
$804M
Per adviser
$80M
Advisers
10

No reported disclosures

Net Return Asset Management LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$803M
Per adviser
$803M
Advisers
1

No reported disclosures

Francis Financial

New York, NY · Est. 2012

Local
Fee-only
AUM
$803M
Per adviser
$115M
Advisers
7

No reported disclosures

Kain Capital

New York, NY · Est. 2022

Local
Fee-based
AUM
$802M
Per adviser
$100M
Advisers
8

No reported disclosures

Fintech Collective Management LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$801M
Per adviser
$67M
Advisers
12

No reported disclosures

337 Frontier Capital, LP

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$795M
Per adviser
$265M
Advisers
3

No reported disclosures

Kr Capital LP

New York, NY · Est. 2025

Local
Fee-based
AUM
$792M
Per adviser
$79M
Advisers
10

No reported disclosures

Maverick Real Estate Partners LLC

New York, NY · Est. 2019

Local
Fee-only
AUM
$792M
Per adviser
$53M
Advisers
15

No reported disclosures

Corner Capital Management, LLC

New York, NY · Est. 2022

Regional
Fee-only
AUM
$787M
Per adviser
$98M
Advisers
8

No reported disclosures

Enhalus Capital, LP

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$786M
Per adviser
$262M
Advisers
3

No reported disclosures

Flagstar Advisors, INC.

New York, NY · Est. 2007

RegionalInternational
Fee-only
AUM
$784M
Per adviser
$21M
Advisers
37

No reported disclosures

Deltec Asset Management LLC

New York, NY · Est. 2000

LocalInternational
Fee-only
AUM
$783M
Per adviser
$112M
Advisers
7

No reported disclosures

Sierra Crest Investment Management LLC

New York, NY · Est. 2019

Local
Fee-only
AUM
$781M
Per adviser
Advisers

No reported disclosures

Water Asset Management, LLC

New York, NY · Est. 2009

LocalInternational
Fee-only
AUM
$781M
Per adviser
$156M
Advisers
5

No reported disclosures

Lipe & Dalton Investment Counsel

Syracuse, NY · Est. 2006

Local
Fee-only
AUM
$780M
Per adviser
$390M
Advisers
2

No reported disclosures

Safanad INC.

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$780M
Per adviser
$78M
Advisers
10

No reported disclosures

Goalvest Advisory LLC

New York, NY · Est. 2019

LocalInternational
Fee-based
AUM
$778M
Per adviser
$111M
Advisers
7

No reported disclosures

Snow Phipps Group, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$777M
Per adviser
$389M
Advisers
2

No reported disclosures

Grafine Capital Holdings LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$775M
Per adviser
$129M
Advisers
6

No reported disclosures

Ampfield Management

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$774M
Per adviser
$155M
Advisers
5

No reported disclosures

Flynn Zito Capital Management, LLC

Garden City, NY · Est. 2010

Local
Fee-based
AUM
$774M
Per adviser
$111M
Advisers
7

No reported disclosures

Lodge Hill Capital, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$768M
Per adviser
$256M
Advisers
3

No reported disclosures

Apax Partners US, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$768M
Per adviser
$9M
Advisers
86

No reported disclosures

Compass Advisors

Melville, NY · Est. 2017

Local
Fee-based
AUM
$767M
Per adviser
$153M
Advisers
5

No reported disclosures

Wisdomtree Digital Management, INC.

New York, NY · Est. 2022

Local
Fee-only
AUM
$766M
Per adviser
$255M
Advisers
3

No reported disclosures

Coinfund Management LLC

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$766M
Per adviser
$96M
Advisers
8

No reported disclosures

Moldenhauer & Associates

Orchard Park, NY · Est. 2025

Local
Fee-based
AUM
$765M
Per adviser
$76M
Advisers
10

No reported disclosures

Lepercq De Neuflize Asset Management LLC

New York, NY · Est. 2002

LocalInternational
Fee-only
AUM
$764M
Per adviser
$76M
Advisers
10

No reported disclosures

Stonecastle Advisors, LLC

New York, NY · Est. 2004

LocalInternational
Fee-based
AUM
$763M
Per adviser
$763M
Advisers
1

No reported disclosures

Perennial

New York, NY · Est. 2013

LocalInternational
Fee-based
AUM
$762M
Per adviser
$190M
Advisers
4

No reported disclosures

Stempoint Capital LP

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$761M
Per adviser
$190M
Advisers
4

No reported disclosures

Independent Family Office, LLC

Albany, NY · Est. 2012

Local
Fee-based
AUM
$760M
Per adviser
$253M
Advisers
3

No reported disclosures

Riva Ridge Capital Management LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$758M
Per adviser
$126M
Advisers
6

No reported disclosures

Summit Street Capital Management, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$757M
Per adviser
$189M
Advisers
4

No reported disclosures

Mill Hill Capital LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$757M
Per adviser
$189M
Advisers
4

No reported disclosures

Alight Capital Management LP

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$754M
Per adviser
$189M
Advisers
4

No reported disclosures

Rockline Wealth Management LLC

Islip Terrace, NY · Est. 2023

Local
Fee-based
AUM
$750M
Per adviser
$187M
Advisers
4

No reported disclosures

Cytium Investment Management, LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$749M
Per adviser
$250M
Advisers
3

No reported disclosures

Lnk Partners, LLC

White Plains, NY · Est. 2012

Local
Fee-only
AUM
$749M
Per adviser
$749M
Advisers
1

No reported disclosures

Derby Lane

New York, NY · Est. 2025

Local
Fee-only
AUM
$746M
Per adviser
$83M
Advisers
9

No reported disclosures

Firebird Management

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$745M
Per adviser
$186M
Advisers
4

No reported disclosures

Old Farm Partners LP

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$744M
Per adviser
$372M
Advisers
2

No reported disclosures

Sciens Water

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$743M
Per adviser
$83M
Advisers
9

No reported disclosures

Quad Partners LLC

New York, NY · Est. 2012

Regional
Fee-only
AUM
$743M
Per adviser
$74M
Advisers
10

No reported disclosures

Hunters Moon Capital (US) LP

New York, NY · Est. 2026

LocalInternational
Fee-based
AUM
$734M
Per adviser
$367M
Advisers
2

No reported disclosures

Sc Management LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$733M
Per adviser
$105M
Advisers
7

No reported disclosures

Astara Capital Partners, L.P.

New York, NY · Est. 2023

Local
Fee-only
AUM
$732M
Per adviser
$46M
Advisers
16

No reported disclosures

Carbon Direct Capital Management LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$730M
Per adviser
$91M
Advisers
8

No reported disclosures

Variant

New York, NY · Est. 2022

Local
Fee-only
AUM
$729M
Per adviser
$146M
Advisers
5

No reported disclosures

Lesko Securities, INC.

Vestal, NY · Est. 2017

Local
Fee-only
AUM
$729M
Per adviser
$61M
Advisers
12

No reported disclosures

Minichmacgregor Wealth Management, LLC

Saratoga Springs, NY · Est. 2009

Local
Fee-based
AUM
$723M
Per adviser
$103M
Advisers
7

No reported disclosures

Decagon Asset Management (US) LP

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$721M
Per adviser
$721M
Advisers
1

No reported disclosures

Dopkins Wealth Management, LLC

Williamsville, NY · Est. 2003

Local
Fee-based
AUM
$717M
Per adviser
$179M
Advisers
4

No reported disclosures

Aisling Capital Management LP

New York, NY · Est. 2015

Local
Fee-only
AUM
$716M
Per adviser
$90M
Advisers
8

No reported disclosures

Grant Avenue Capital LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$716M
Per adviser
$65M
Advisers
11

No reported disclosures

Davern Capital Partners, LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$715M
Per adviser
$238M
Advisers
3

No reported disclosures

Covision Advisors LLC

New York, NY · Est. 2017

LocalInternational
Fee-based
AUM
$708M
Per adviser
$101M
Advisers
7

No reported disclosures

Northcape Wealth Management

Williamsville, NY · Est. 2021

LocalInternational
Fee-based
AUM
$706M
Per adviser
$235M
Advisers
3

No reported disclosures

Entrypoint Capital, LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$700M
Per adviser
$100M
Advisers
7

No reported disclosures

Maltese Capital Management, LLC

New York, NY · Est. 2010

LocalInternational
Fee-only
AUM
$696M
Per adviser
$77M
Advisers
9

No reported disclosures

Wembley Strategic Advisory LLC

New York, NY · Est. 2019

LocalInternational
Fee-based
AUM
$695M
Per adviser
$348M
Advisers
2

No reported disclosures

High Falls Advisors, INC.

Rochester, NY · Est. 1989

Local
Fee-based
AUM
$695M
Per adviser
$99M
Advisers
7

No reported disclosures

Moneda USA, INC.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$694M
Per adviser
$231M
Advisers
3

No reported disclosures

Newpoint Real Estate Investment Management LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$690M
Per adviser
$173M
Advisers
4

No reported disclosures

Intervest Capital Partners LLC

New York, NY · Est. 2011

LocalInternational
Fee-based
AUM
$689M
Per adviser
$31M
Advisers
22

No reported disclosures

East End Financial Group, INC.

Riverhead, NY · Est. 1989

Local
Fee-based
AUM
$689M
Per adviser
$115M
Advisers
6

No reported disclosures

9yards Capital Management LP

New York, NY · Est. 2022

Local
Fee-only
AUM
$688M
Per adviser
$98M
Advisers
7

No reported disclosures

Topspin Management Company Lbo LLC

Mamaroneck, NY · Est. 2012

LocalInternational
Fee-only
AUM
$686M
Per adviser
$86M
Advisers
8

No reported disclosures

Belltower Partners

New York, NY · Est. 2024

Local
Fee-only
AUM
$681M
Per adviser
$170M
Advisers
4

No reported disclosures

Eagle Bay Family Office

New York, NY · Est. 2015

Local
Fee-based
AUM
$681M
Per adviser
$170M
Advisers
4

No reported disclosures

Landmark Wealth Management

Getzville, NY · Est. 2012

LocalInternational
Fee-only
AUM
$680M
Per adviser
$170M
Advisers
4

No reported disclosures

Castle Harlan, INC.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$678M
Per adviser
$62M
Advisers
11

No reported disclosures

Good Springs Capital

New York, NY · Est. 2023

Local
Fee-only
AUM
$678M
Per adviser
$113M
Advisers
6

No reported disclosures

Dlj Real Estate Capital Partners, LLC

New York, NY · Est. 1996

Local
Fee-only
AUM
$673M
Per adviser
$84M
Advisers
8

No reported disclosures

Warana Capital, LLC

New York, NY · Est. 2017

LocalInternational
Fee-based
AUM
$673M
Per adviser
$84M
Advisers
8

No reported disclosures

Achieve Partners Management, LLC

New York, NY · Est. 2019

Local
Fee-only
AUM
$672M
Per adviser
$84M
Advisers
8

No reported disclosures

Spire Capital Management LLC

New York, NY · Est. 2012

Local
Fee-based
AUM
$671M
Per adviser
$67M
Advisers
10

No reported disclosures

Montrose Advisors INC

New York, NY · Est. 1993

Local
Fee-based
AUM
$671M
Per adviser
$224M
Advisers
3

No reported disclosures

Dynasty Equity Partners Management, LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$670M
Per adviser
$61M
Advisers
11

No reported disclosures

Alpine Saxon Woods

Purchase, NY · Est. 1999

Local
Fee-only
AUM
$670M
Per adviser
$223M
Advisers
3

No reported disclosures

Pave Investment Advisors, LLC.

New York, NY · Est. 2022

Local
Fee-based
AUM
$670M
Per adviser
$335M
Advisers
2

No reported disclosures

Stone Temple Partners LLC

New York, NY · Est. 2024

Regional
Fee-based
AUM
$669M
Per adviser
$84M
Advisers
8

No reported disclosures

Radial Equity Partners LP

New York, NY · Est. 2020

Local
Fee-only
AUM
$669M
Per adviser
$45M
Advisers
15

No reported disclosures

A.W. Jones

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$667M
Per adviser
$133M
Advisers
5

No reported disclosures

Opengate Capital Management, LLC

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$667M
Per adviser
$44M
Advisers
15

No reported disclosures

Hiddenite Capital Partners LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$666M
Per adviser
$222M
Advisers
3

No reported disclosures

Cornell Pochily Investment Advisors, INC.

Ithaca, NY · Est. 2007

Local
Fee-based
AUM
$654M
Per adviser
$131M
Advisers
5

No reported disclosures

Australis Partners (Advisers) LLC

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$652M
Per adviser
$93M
Advisers
7

No reported disclosures

Oco Capital Partners LP

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$652M
Per adviser
$326M
Advisers
2

No reported disclosures

Weber Asset Management, INC.

Lake Success, NY · Est. 1993

Local
Fee-only
AUM
$652M
Per adviser
$93M
Advisers
7

No reported disclosures

Nomura Capital Management LLC

New York, NY · Est. 2023

Regional
Fee-only
AUM
$651M
Per adviser
$59M
Advisers
11

No reported disclosures

Rosecliff Venture Management, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$650M
Per adviser
$93M
Advisers
7

Altum Capital Management, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$648M
Per adviser
$130M
Advisers
5

No reported disclosures

Standard General L.P.

New York, NY · Est. 2009

LocalInternational
Fee-only
AUM
$647M
Per adviser
$647M
Advisers
1

No reported disclosures

Ssw Partners

New York, NY · Est. 2023

LocalInternational
Fee-based
AUM
$646M
Per adviser
$129M
Advisers
5

No reported disclosures

Cadent Energy Partners

Rye Brook, NY · Est. 2012

Local
Fee-only
AUM
$644M
Per adviser
$322M
Advisers
2

No reported disclosures

Karya Capital Management LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$643M
Per adviser
$214M
Advisers
3

No reported disclosures

Jones Hill Capital LP

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$642M
Per adviser
$161M
Advisers
4

No reported disclosures

Simcoe Capital Management, LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$634M
Per adviser
$158M
Advisers
4

No reported disclosures

Kickstand Wealth Advisors

Pittsford, NY · Est. 2023

Local
Fee-only
AUM
$633M
Per adviser
$127M
Advisers
5

No reported disclosures

G2 Investment Partners Management LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$630M
Per adviser
$105M
Advisers
6

No reported disclosures

Argentem Creek Partners

New York, NY · Est. 2015

LocalInternational
Fee-based
AUM
$628M
Per adviser
$70M
Advisers
9

No reported disclosures

Rialto Wealth Management

Syracuse, NY · Est. 2022

Local
Fee-based
AUM
$626M
Per adviser
$104M
Advisers
6

No reported disclosures

Machine Investment Group, LP

New York, NY · Est. 2022

Local
Fee-only
AUM
$624M
Per adviser
$57M
Advisers
11

No reported disclosures

Staple Street Capital

New York, NY · Est. 2014

Local
Fee-only
AUM
$622M
Per adviser
$27M
Advisers
23

No reported disclosures

Gatewood Capital Management LLC

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$622M
Per adviser
$89M
Advisers
7

No reported disclosures

Rivermont Capital Management LP

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$618M
Per adviser
$206M
Advisers
3

No reported disclosures

Greenbush Financial Group, LLC

Albany, NY · Est. 2012

Local
Fee-based
AUM
$617M
Per adviser
$206M
Advisers
3

No reported disclosures

Kettle Hill Capital Management, LLC

New York, NY · Est. 2013

RegionalInternational
Fee-only
AUM
$616M
Per adviser
$88M
Advisers
7

No reported disclosures

Nine Thirty Capital Management, LLC

New York, NY · Est. 2004

Local
Fee-only
AUM
$615M
Per adviser
$308M
Advisers
2

No reported disclosures

Lisc Fund Management, LLC

New York, NY · Est. 2020

Local
Fee-based
AUM
$615M
Per adviser
$44M
Advisers
14

No reported disclosures

Blue Owl Strategic Equity Advisors LLC

New York, NY · Est. 2023

Regional
Fee-only
AUM
$614M
Per adviser
$2M
Advisers
250

No reported disclosures

Atlantic Creek Investment Management, LLC

New York, NY · Est. 2014

LocalInternational
Fee-based
AUM
$612M
Per adviser
$44M
Advisers
14

No reported disclosures

Quartz Partners Investment Management

Saratoga Springs, NY · Est. 2015

Regional
Fee-based
AUM
$612M
Per adviser
$28M
Advisers
22

No reported disclosures

Catalur Capital Management, LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$612M
Per adviser
$122M
Advisers
5

No reported disclosures

J. Stern & Co., LLC

New York City, NY · Est. 2023

Local
Fee-only
AUM
$609M
Per adviser
Advisers

No reported disclosures

Central Family Advisors, LLC

New York, NY · Est. 2016

LocalInternational
Fee-based
AUM
$608M
Per adviser
$304M
Advisers
2

No reported disclosures

Merchants Investment Partners, LLC

New York, NY · Est. 2021

LocalInternational
Fee-based
AUM
$608M
Per adviser
$61M
Advisers
10

No reported disclosures

Hurricane Capital Advisors LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$603M
Per adviser
$151M
Advisers
4

No reported disclosures

Bpgc Management LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$602M
Per adviser
$201M
Advisers
3

No reported disclosures

5clp Advisor

New York, NY · Est. 2024

Local
Fee-only
AUM
$602M
Per adviser
$50M
Advisers
12

No reported disclosures

Axial Reade Capital, LP

New York, NY · Est. 2020

Local
Fee-only
AUM
$601M
Per adviser
$150M
Advisers
4

No reported disclosures

Giverny Capital Asset Management

New York, NY · Est. 2020

Local
Fee-only
AUM
$599M
Per adviser
$300M
Advisers
2

No reported disclosures

Velocity Capital Management LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$598M
Per adviser
$75M
Advisers
8

No reported disclosures

Maytus Capital Management, LLC

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$598M
Per adviser
$199M
Advisers
3

No reported disclosures

Alignment Growth

New York, NY · Est. 2025

Local
Fee-only
AUM
$593M
Per adviser
$66M
Advisers
9

No reported disclosures

Atlas Merchant Capital LLC

New York, NY · Est. 2015

LocalInternational
Fee-based
AUM
$593M
Per adviser
$54M
Advisers
11

No reported disclosures

Levco Capital LP

New York, NY · Est. 2016

Local
Fee-based
AUM
$591M
Per adviser
$148M
Advisers
4

No reported disclosures

Stone-Goff Partners

New York, NY · Est. 2021

Local
Fee-only
AUM
$589M
Per adviser
$54M
Advisers
11

No reported disclosures

Jade Mountain Partners, LLC

White Plains, NY · Est. 2018

LocalInternational
Fee-only
AUM
$588M
Per adviser
$196M
Advisers
3

No reported disclosures

Brock Fiduciary Services LLC

New York, NY · Est. 2010

Local
Fee-based
AUM
$588M
Per adviser
$588M
Advisers
1

No reported disclosures

Scopia Capital Management LP

New York, NY · Est. 2003

LocalInternational
Fee-only
AUM
$587M
Per adviser
$65M
Advisers
9

No reported disclosures

Praesidium Investment Management

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$583M
Per adviser
$83M
Advisers
7

No reported disclosures

Freshford Capital Management, LLC

Harrison, NY · Est. 2011

Local
Fee-only
AUM
$582M
Per adviser
$116M
Advisers
5

No reported disclosures

Two Sigma Real Estate, LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$582M
Per adviser
$45M
Advisers
13

No reported disclosures

Hyperion Capital Advisors LP

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$581M
Per adviser
$32M
Advisers
18

No reported disclosures

Savanna Investment Management LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$580M
Per adviser
$32M
Advisers
18

No reported disclosures

Two Roads Partners Management, LP

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$579M
Per adviser
$45M
Advisers
13

No reported disclosures

Oxler Private Wealth

Rye Brook, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$578M
Per adviser
$193M
Advisers
3

No reported disclosures

Valueworks, LLC

New York City, NY · Est. 2001

LocalInternational
Fee-only
AUM
$577M
Per adviser
$192M
Advisers
3

No reported disclosures

Cello Capital Management, LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$577M
Per adviser
$144M
Advisers
4

Tabor Asset Management, LP

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$577M
Per adviser
$144M
Advisers
4

No reported disclosures

Birnam Oak Advisors, LP

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$577M
Per adviser
$192M
Advisers
3

No reported disclosures

Untitled Investments LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$574M
Per adviser
$115M
Advisers
5

No reported disclosures

Independent Investors INC

Nesconset, NY · Est. 1983

Local
Fee-only
AUM
$572M
Per adviser
$286M
Advisers
2

No reported disclosures

Loom Capital Management LLC

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$571M
Per adviser
$285M
Advisers
2

No reported disclosures

Gumshoe Capital Management LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$571M
Per adviser
$143M
Advisers
4

No reported disclosures

Lionstone Capital Management LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$570M
Per adviser
$142M
Advisers
4

No reported disclosures

S.E.E.D. Planning Group, LLC

Binghamton, NY · Est. 2015

Local
Fee-based
AUM
$568M
Per adviser
$32M
Advisers
18

No reported disclosures

Turnbridge Re Fund Management Company I LLC

New York, NY · Est. 2018

RegionalInternational
Fee-based
AUM
$568M
Per adviser
$41M
Advisers
14

No reported disclosures

Prentice Wealth Management LLC

Rochester, NY · Est. 2012

Local
Fee-based
AUM
$568M
Per adviser
$142M
Advisers
4

No reported disclosures

Equinum, LLC

Brooklyn, NY · Est. 2019

LocalInternational
Fee-only
AUM
$566M
Per adviser
$113M
Advisers
5

No reported disclosures

Opto Investment Management, LLC

New York, NY · Est. 2022

Local
Fee-based
AUM
$565M
Per adviser
$94M
Advisers
6

No reported disclosures

Olstein Capital Management, L.P.

Purchase, NY · Est. 1995

Local
Fee-only
AUM
$564M
Per adviser
$94M
Advisers
6

No reported disclosures

Shikiar Asset Management INC

New York, NY · Est. 1993

Local
Fee-only
AUM
$564M
Per adviser
$141M
Advisers
4

No reported disclosures

Ecc Fund Manager II, LLC

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$564M
Per adviser
$282M
Advisers
2

No reported disclosures

Brooklyn Fi, LLC

Brooklyn, NY · Est. 2021

RegionalInternational
Fee-based
AUM
$563M
Per adviser
$56M
Advisers
10

No reported disclosures

Harraden Circle Investments, LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$563M
Per adviser
$141M
Advisers
4

No reported disclosures

Mb Global Advisers, LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$562M
Per adviser
$94M
Advisers
6

No reported disclosures

Canaras Capital Management, LLC

New York, NY · Est. 2007

LocalInternational
Fee-only
AUM
$561M
Per adviser
$70M
Advisers
8

No reported disclosures

Ogorek Wealth Management, LLC

Williamsville, NY · Est. 1983

LocalInternational
Fee-based
AUM
$559M
Per adviser
$279M
Advisers
2

No reported disclosures

Thomaslloyd Climate Solutions LLC

Pleasantville, NY · Est. 2018

LocalInternational
Fee-only
AUM
$558M
Per adviser
$279M
Advisers
2

No reported disclosures

Sq Capital LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$556M
Per adviser
$62M
Advisers
9

No reported disclosures

Spruce Street Capital LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$556M
Per adviser
$185M
Advisers
3

No reported disclosures

Indago Capital LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$556M
Per adviser
$69M
Advisers
8

No reported disclosures

Premier Wealth Advisors, LLC

New York, NY · Est. 2013

Local
Fee-based
AUM
$555M
Per adviser
$93M
Advisers
6

No reported disclosures

Heller Wealth Management

Melville, NY · Est. 2003

Local
Fee-based
AUM
$554M
Per adviser
$138M
Advisers
4

No reported disclosures

Sma Capital LLC

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$553M
Per adviser
$79M
Advisers
7

No reported disclosures

Mw Advisor, LLC

New York, NY · Est. 2024

Regional
Fee-only
AUM
$553M
Per adviser
$29M
Advisers
19

No reported disclosures

New Holland Trading LLC

New York, NY · Est. 2025

LocalInternational
Fee-based
AUM
$550M
Per adviser
$69M
Advisers
8

No reported disclosures

Terramont Infrastructure Management LLC

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$550M
Per adviser
$92M
Advisers
6

No reported disclosures

Exome Asset Management LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$549M
Per adviser
$91M
Advisers
6

No reported disclosures

Wellington Shields & Co., LLC

New York, NY · Est. 2010

LocalInternational
Fee-based
AUM
$546M
Per adviser
$36M
Advisers
15

No reported disclosures

Amherst Capital Management LLC

New York, NY · Est. 2015

Regional
Fee-only
AUM
$545M
Per adviser
$61M
Advisers
9

No reported disclosures

Farol Investment Advisers LP

New York, NY · Est. 2013

Local
Fee-only
AUM
$544M
Per adviser
$109M
Advisers
5

No reported disclosures

Palumbo Wealth Management LLC

Great Neck, NY · Est. 2020

Local
Fee-based
AUM
$543M
Per adviser
$109M
Advisers
5

No reported disclosures

Andalusian Credit Partners, LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$541M
Per adviser
$60M
Advisers
9

No reported disclosures

Herold Advisors, INC.

New York, NY · Est. 1976

LocalInternational
Fee-only
AUM
$540M
Per adviser
$68M
Advisers
8

Spirit Of America Management Corp

Syosset, NY · Est. 1997

Regional
Fee-only
AUM
$540M
Per adviser
$17M
Advisers
32

No reported disclosures

Troob Capital Management LLC

Rye Brook, NY · Est. 2012

Local
Fee-only
AUM
$538M
Per adviser
$90M
Advisers
6

No reported disclosures

Alpha Partners Management, LLC

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$538M
Per adviser
$54M
Advisers
10

No reported disclosures

Antara Capital LP

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$537M
Per adviser
$537M
Advisers
1

No reported disclosures

Bayberry Capital Partners LP

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$533M
Per adviser
$107M
Advisers
5

No reported disclosures

P. Schoenfeld Asset Management LP

New York, NY · Est. 2009

LocalInternational
Fee-only
AUM
$532M
Per adviser
$133M
Advisers
4

Ancient Management LP D/B/A Ancient

New York, NY · Est. 2023

Local
Fee-only
AUM
$532M
Per adviser
$106M
Advisers
5

No reported disclosures

New Silk Route

New York, NY · Est. 2012

LocalInternational
Fee-based
AUM
$532M
Per adviser
$177M
Advisers
3

Gagnon Securities, LLC

New York, NY · Est. 2005

LocalInternational
Fee-only
AUM
$530M
Per adviser
$53M
Advisers
10

Ch Global Capital Management, LLC

New York, NY · Est. 2017

LocalInternational
Fee-based
AUM
$529M
Per adviser
$106M
Advisers
5

No reported disclosures

Axon Capital LP

New York, NY · Est. 2011

LocalInternational
Fee-only
AUM
$527M
Per adviser
$132M
Advisers
4

No reported disclosures

Hvpf Manager II, LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$527M
Per adviser
$48M
Advisers
11

No reported disclosures

Macquarie Asset Management Credit Advisers US, LLC

New York, NY · Est. 2016

RegionalInternational
Fee-only
AUM
$526M
Per adviser
$5M
Advisers
100

No reported disclosures

Sherborne Investors Management LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$522M
Per adviser
$261M
Advisers
2

No reported disclosures

Dg Capital Management, LLC

New York, NY · Est. 2011

LocalInternational
Fee-only
AUM
$522M
Per adviser
$47M
Advisers
11

No reported disclosures

Andrew Garrett, INC.

New York, NY · Est. 2010

RegionalInternational
Fee-based
AUM
$521M
Per adviser
$52M
Advisers
10

No reported disclosures

Boardman Bay Capital Management LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$518M
Per adviser
$173M
Advisers
3

No reported disclosures

Hudson Hill Capital Management, LLC

New York, NY · Est. 2022

LocalInternational
Fee-based
AUM
$518M
Per adviser
$104M
Advisers
5

No reported disclosures

Quantech Solution Partners North America INC.

Ny, NY · Est. 2021

LocalInternational
Fee-based
AUM
$518M
Per adviser
$259M
Advisers
2

No reported disclosures

Jz Partners

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$517M
Per adviser
$30M
Advisers
17

Millennia Global Investors, LLC

New York, NY · Est. 2026

Local
Fee-based
AUM
$516M
Per adviser
$172M
Advisers
3

No reported disclosures

Wealthspring Capital LLC

West Harrison, NY · Est. 2019

LocalInternational
Fee-only
AUM
$515M
Per adviser
$129M
Advisers
4

No reported disclosures

Elevatus Wealth Management, LLC

Victor, NY · Est. 2023

Local
Fee-based
AUM
$513M
Per adviser
$128M
Advisers
4

No reported disclosures

Cacm

New York, NY · Est. 2018

Local
Fee-only
AUM
$513M
Per adviser
$257M
Advisers
2

No reported disclosures

St. James Investment Advisors, LLC

Port Jefferson, NY · Est. 2016

Local
Fee-only
AUM
$512M
Per adviser
$128M
Advisers
4

No reported disclosures

Horizon Financial

West Henrietta, NY · Est. 2019

Local
Fee-only
AUM
$510M
Per adviser
$57M
Advisers
9

No reported disclosures

Eldridge Gp1 Advisers

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$510M
Per adviser
$5M
Advisers
110

No reported disclosures

Madison Advisory Services, INC.

White Plains, NY · Est. 2015

Regional
Fee-based
AUM
$510M
Per adviser
$46M
Advisers
11

No reported disclosures

Nebari Partners, LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$510M
Per adviser
$46M
Advisers
11

No reported disclosures

Mana Advisors LLC

New York, NY · Est. 2016

Local
Fee-only
AUM
$509M
Per adviser
$255M
Advisers
2

No reported disclosures

Turnspire Capital Partners LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$509M
Per adviser
$73M
Advisers
7

No reported disclosures

Lionheart Strategic Management, LLC

New York, NY · Est. 2021

Local
Fee-based
AUM
$509M
Per adviser
$46M
Advisers
11

No reported disclosures

Crossbeam Venture Partners

New York, NY · Est. 2025

Local
Fee-only
AUM
$508M
Per adviser
$102M
Advisers
5

No reported disclosures

Mep Capital Management, LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$507M
Per adviser
$101M
Advisers
5

No reported disclosures

Welch Capital Partners LLC

Harrison, NY · Est. 1996

Local
Fee-only
AUM
$506M
Per adviser
$127M
Advisers
4

No reported disclosures

Global Credit Advisers, LLC

New York, NY · Est. 2008

LocalInternational
Fee-only
AUM
$506M
Per adviser
$72M
Advisers
7

No reported disclosures

Saybrook Capital Corp

Sag Harbor, NY · Est. 1989

LocalInternational
Fee-only
AUM
$503M
Per adviser
$251M
Advisers
2

No reported disclosures

Humble Growth

New York, NY · Est. 2024

Local
Fee-only
AUM
$502M
Per adviser
$50M
Advisers
10

No reported disclosures

Kahn Brothers Advisors LLC

New York, NY · Est. 1978

LocalInternational
Fee-only
AUM
$499M
Per adviser
$166M
Advisers
3

Blue Opal Capital, LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$499M
Per adviser
$166M
Advisers
3

No reported disclosures

Legeis Capital Advisors, LLC

Great Neck, NY · Est. 2026

Local
Fee-only
AUM
$497M
Per adviser
$497M
Advisers
1

No reported disclosures

Riposte Capital LLC

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$497M
Per adviser
$99M
Advisers
5

No reported disclosures

Steinberganna Wealth Management LLC

Huntington, NY · Est. 2025

Local
Fee-based
AUM
$496M
Per adviser
$248M
Advisers
2

No reported disclosures

Lincolnshire Management, INC.

New York, NY · Est. 2012

Local
Fee-only
AUM
$494M
Per adviser
$22M
Advisers
22

No reported disclosures

Sellaronda Global Management LP

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$493M
Per adviser
$164M
Advisers
3

No reported disclosures

Uas Asset Management

New York, NY · Est. 1988

LocalInternational
Fee-only
AUM
$493M
Per adviser
$99M
Advisers
5

No reported disclosures

Victor Capital Partners

New York, NY · Est. 2022

Local
Fee-based
AUM
$491M
Per adviser
$55M
Advisers
9

No reported disclosures

Samalin Wealth

Chappaqua, NY · Est. 2007

RegionalInternational
Fee-based
AUM
$491M
Per adviser
$61M
Advisers
8

No reported disclosures

10 East Partners LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$490M
Per adviser
$70M
Advisers
7

No reported disclosures

Hillcrest Credit And Income Fund II Manager, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$490M
Per adviser
$245M
Advisers
2

No reported disclosures

1505 Capital LLC

New York, NY · Est. 2018

LocalInternational
Fee-based
AUM
$486M
Per adviser
$97M
Advisers
5

No reported disclosures

Armor Advisors, L.L.C.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$486M
Per adviser
$162M
Advisers
3

No reported disclosures

Anthemis Capital Managers (Americas) LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$486M
Per adviser
$69M
Advisers
7

No reported disclosures

Bridger Management LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$485M
Per adviser
$97M
Advisers
5

No reported disclosures

Nine Masts Capital Advisers LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$485M
Per adviser
$162M
Advisers
3

No reported disclosures

Graney& King, LLC

Latham, NY · Est. 2022

LocalInternational
Fee-based
AUM
$484M
Per adviser
$121M
Advisers
4

No reported disclosures

Ping Capital Management, INC.

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$482M
Per adviser
$60M
Advisers
8

No reported disclosures

Emet Capital Management

New York, NY · Est. 2019

Local
Fee-only
AUM
$482M
Per adviser
$48M
Advisers
10

No reported disclosures

Onyxpoint Global Management LP

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$481M
Per adviser
$80M
Advisers
6

No reported disclosures

Aureon Management LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$481M
Per adviser
$69M
Advisers
7

No reported disclosures

Lion Point Capital, LP

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$481M
Per adviser
$240M
Advisers
2

No reported disclosures

Sound Point Meridian Management Company LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$478M
Per adviser
$96M
Advisers
5

Idb Lido Wealth, LLC

New York, NY · Est. 2022

LocalInternational
Fee-based
AUM
$478M
Per adviser
$53M
Advisers
9

No reported disclosures

Broad Sky Partners LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$477M
Per adviser
$48M
Advisers
10

No reported disclosures

Sfw Capital Partners LP

Rye, NY · Est. 2012

Local
Fee-only
AUM
$477M
Per adviser
$79M
Advisers
6

No reported disclosures

Horiko Capital Management LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$475M
Per adviser
$158M
Advisers
3

No reported disclosures

Spielberger & Brooks, INC.

Woodbury, NY · Est. 2008

Local
Fee-only
AUM
$474M
Per adviser
$237M
Advisers
2

No reported disclosures

Sycale Advisors

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$473M
Per adviser
$118M
Advisers
4

No reported disclosures

Wealthedge Investment Advisors, LLC

New York, NY · Est. 2006

Local
Fee-only
AUM
$472M
Per adviser
$79M
Advisers
6

No reported disclosures

Vanterra Capital LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$471M
Per adviser
$118M
Advisers
4

No reported disclosures

Hs Management Partners, LLC

New York, NY · Est. 2007

Local
Fee-only
AUM
$470M
Per adviser
$94M
Advisers
5

No reported disclosures

Rothschild Capital Partners

New York, NY · Est. 2012

LocalInternational
Fee-based
AUM
$470M
Per adviser
$94M
Advisers
5

No reported disclosures

Advantage Advisers Management, LLC

New York, NY · Est. 1998

LocalInternational
Fee-only
AUM
$469M
Per adviser
$117M
Advisers
4

No reported disclosures

Chesapeake Asset Management LLC

New York, NY · Est. 1998

LocalInternational
Fee-based
AUM
$469M
Per adviser
$94M
Advisers
5

No reported disclosures

Pembrook Capital Management LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$469M
Per adviser
$47M
Advisers
10

No reported disclosures

Hivemind Capital Partners LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$468M
Per adviser
$94M
Advisers
5

No reported disclosures

Closed Loop Capital Management

New York, NY · Est. 2020

Local
Fee-only
AUM
$466M
Per adviser
$20M
Advisers
23

Peter Kimmelman Asset Management LP

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$466M
Per adviser
$117M
Advisers
4

No reported disclosures

Adit Ventures Management, LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$466M
Per adviser
$155M
Advisers
3

No reported disclosures

Alta Fundamental Advisers LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$466M
Per adviser
$116M
Advisers
4

No reported disclosures

Accountants Proprietary Financial Servicenet, LLC

Plainview, NY · Est. 2003

Local
Fee-only
AUM
$464M
Per adviser
$155M
Advisers
3

No reported disclosures

Scoggin Management LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$464M
Per adviser
$46M
Advisers
10

Truman Capital Advisors, LP

Armonk, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$462M
Per adviser
$31M
Advisers
15

No reported disclosures

Adirondack Financial Services Corp

Utica, NY · Est. 2005

Local
Fee-based
AUM
$462M
Per adviser
$51M
Advisers
9

No reported disclosures

Harspring Capital Management, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$459M
Per adviser
$153M
Advisers
3

No reported disclosures

Strategas Asset Management, LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$458M
Per adviser
$31M
Advisers
15

No reported disclosures

Paramount Group Real Estate Advisor LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$458M
Per adviser
$23M
Advisers
20

Cove Private Wealth, LLC

Oyster Bay, NY · Est. 2021

Local
Fee-only
AUM
$455M
Per adviser
$228M
Advisers
2

No reported disclosures

Sicart Associates, LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$455M
Per adviser
$455M
Advisers
1

No reported disclosures

Silver Grove Advisory Services

Orchard Park, NY · Est. 2017

RegionalInternational
Fee-based
AUM
$454M
Per adviser
$27M
Advisers
17

No reported disclosures

Brant Point Investment Management LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$453M
Per adviser
$91M
Advisers
5

No reported disclosures

Endicott Capital

New York, NY · Est. 2023

Regional
Fee-only
AUM
$453M
Per adviser
$50M
Advisers
9

No reported disclosures

Edge Focus Capital Management, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$451M
Per adviser
$113M
Advisers
4

No reported disclosures

Juniper Investment Company

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$451M
Per adviser
$64M
Advisers
7

No reported disclosures

Ifc Personal Money Managers, INC.

New York, NY · Est. 2014

Local
Fee-based
AUM
$451M
Per adviser
$451M
Advisers
1

No reported disclosures

Stonecourt Capital LP

New York, NY · Est. 2021

Local
Fee-only
AUM
$451M
Per adviser
$56M
Advisers
8

No reported disclosures

Hazard & Siegel Advisory Services LLC

Dewitt, NY · Est. 2009

Local
Fee-based
AUM
$450M
Per adviser
$20M
Advisers
23

Osprey Private Wealth LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$448M
Per adviser
$224M
Advisers
2

No reported disclosures

Bracco Asset Management

Purchase, NY · Est. 2023

LocalInternational
Fee-only
AUM
$446M
Per adviser
$89M
Advisers
5

No reported disclosures

Maxim Financial Advisors LLC

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$445M
Per adviser
$16M
Advisers
28

4x4 Capital

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$445M
Per adviser
$64M
Advisers
7

No reported disclosures

Beaconlight Capital, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$445M
Per adviser
$64M
Advisers
7

No reported disclosures

Flower City Capital LLC

Pittsford, NY · Est. 2018

Local
Fee-based
AUM
$445M
Per adviser
$74M
Advisers
6

No reported disclosures

Cm Investment Partners, LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$444M
Per adviser
$44M
Advisers
10

No reported disclosures

Candace Shira Associates, LLC

Pittsford, NY · Est. 2013

Local
Fee-based
AUM
$443M
Per adviser
$148M
Advisers
3

No reported disclosures

Members Advisory Group, LLC

Williamsville, NY · Est. 2012

Regional
Fee-only
AUM
$443M
Per adviser
$111M
Advisers
4

No reported disclosures

Landmark Wealth Management, LLC

Melville, NY · Est. 2015

RegionalInternational
Fee-based
AUM
$442M
Per adviser
$74M
Advisers
6

No reported disclosures

Durational Capital Management LP

New York, NY · Est. 2020

Local
Fee-only
AUM
$442M
Per adviser
$88M
Advisers
5

No reported disclosures

Paradigm Asset Management

White Plains, NY · Est. 1995

Local
Fee-based
AUM
$442M
Per adviser
$110M
Advisers
4

No reported disclosures

North Island Ventures

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$441M
Per adviser
$74M
Advisers
6

No reported disclosures

Rise Advisors, LLC

Rochester, NY · Est. 2020

Local
Fee-based
AUM
$441M
Per adviser
$63M
Advisers
7

No reported disclosures

Bluestone Equity Partners

New York, NY · Est. 2022

Local
Fee-only
AUM
$440M
Per adviser
$73M
Advisers
6

No reported disclosures

Second Alpha Partners

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$438M
Per adviser
$88M
Advisers
5

No reported disclosures

Note Advisors, LLC

Buffalo, NY · Est. 2014

Local
Fee-based
AUM
$437M
Per adviser
$73M
Advisers
6

No reported disclosures

Financial Asset Management Corp

Chappaqua, NY · Est. 1986

LocalInternational
Fee-based
AUM
$436M
Per adviser
$145M
Advisers
3

No reported disclosures

Off Road Capital Management LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$436M
Per adviser
$109M
Advisers
4

No reported disclosures

Mutual Of America Life Insurance Company

New York, NY · Est. 1984

Local
Fee-based
AUM
$434M
Per adviser
$217M
Advisers
2

No reported disclosures

Spark Investment Management LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$434M
Per adviser
$48M
Advisers
9

No reported disclosures

Lisanti Capital Growth LLC

New York, NY · Est. 2004

Local
Fee-only
AUM
$432M
Per adviser
$144M
Advisers
3

No reported disclosures

Third North Capital LP

New York, NY · Est. 2016

Local
Fee-based
AUM
$432M
Per adviser
$108M
Advisers
4

No reported disclosures

Intermarket Corporation

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$432M
Per adviser
$86M
Advisers
5

No reported disclosures

Prospect Financial Services LLC

Melville, NY · Est. 2021

Local
Fee-based
AUM
$431M
Per adviser
$48M
Advisers
9

No reported disclosures

Mwm Group LLC

Cedarhurst, NY · Est. 2012

LocalInternational
Fee-based
AUM
$431M
Per adviser
$215M
Advisers
2

No reported disclosures

Republic Capital

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$431M
Per adviser
$215M
Advisers
2

No reported disclosures

Diker Management LLC

New York, NY · Est. 2002

Local
Fee-only
AUM
$430M
Per adviser
$86M
Advisers
5

No reported disclosures

Socha Financial Group, LLC

Corning, NY · Est. 2019

LocalInternational
Fee-based
AUM
$430M
Per adviser
$143M
Advisers
3

No reported disclosures

Radian Investment Management LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$429M
Per adviser
$107M
Advisers
4

No reported disclosures

Square Wave Capital

Brooklyn, NY · Est. 2022

Local
Fee-only
AUM
$429M
Per adviser
$143M
Advisers
3

No reported disclosures

Coalescence Partners Investment Management LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$428M
Per adviser
$71M
Advisers
6

No reported disclosures

Sag Harbor Capital Management, LLC

Great Neck, NY · Est. 2015

Local
Fee-only
AUM
$427M
Per adviser
$47M
Advisers
9

No reported disclosures

Cp Capital (US) Partners LP

New York, NY · Est. 2011

LocalInternational
Fee-only
AUM
$427M
Per adviser
$71M
Advisers
6

No reported disclosures

Hep Management Corporation

New York, NY · Est. 2013

Local
Fee-only
AUM
$427M
Per adviser
$53M
Advisers
8

No reported disclosures

Abr Dynamic Funds, LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$426M
Per adviser
$142M
Advisers
3

No reported disclosures

Appomattox Advisory, INC

New York, NY · Est. 2010

LocalInternational
Fee-based
AUM
$426M
Per adviser
$106M
Advisers
4

Cip Capital

New York, NY · Est. 2015

Local
Fee-only
AUM
$426M
Per adviser
$85M
Advisers
5

No reported disclosures

Lifemark Securities Corp.

Rochester, NY · Est. 2007

National
Fee-based
AUM
$425M
Per adviser
$5M
Advisers
78

Blackdiamond Wealth Management, LLC

New York, NY · Est. 2018

LocalInternational
Fee-based
AUM
$424M
Per adviser
$61M
Advisers
7

Apollo S3 Ric Management, L.P.

New York, NY · Est. 2024

National
Fee-only
AUM
$424M
Per adviser
$464,744.499
Advisers
912

No reported disclosures

Marek Capital Management LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$422M
Per adviser
$70M
Advisers
6

No reported disclosures

Congress Park Capital LLC

Saratoga Springs, NY · Est. 2009

Local
Fee-based
AUM
$422M
Per adviser
$141M
Advisers
3

No reported disclosures

Adirondack Capital Advisors, LLC

Syracuse, NY · Est. 2019

Local
Fee-based
AUM
$422M
Per adviser
$106M
Advisers
4

No reported disclosures

Once Capital Management, LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$422M
Per adviser
$84M
Advisers
5

No reported disclosures

Fischer Investment Group, INC.

Pittsford, NY · Est. 1987

Local
Fee-only
AUM
$421M
Per adviser
$105M
Advisers
4

No reported disclosures

Metavasi Capital LP

Larchmont, NY · Est. 2021

LocalInternational
Fee-based
AUM
$421M
Per adviser
$84M
Advisers
5

No reported disclosures

Genesee Capital Advisors, LLC

Auburn, NY · Est. 2013

Local
Fee-based
AUM
$420M
Per adviser
$210M
Advisers
2

No reported disclosures

R.W. Roge & Company, INC

Bohemia, NY · Est. 1986

Local
Fee-only
AUM
$419M
Per adviser
$105M
Advisers
4

No reported disclosures

One Oak Capital Management, LLC

Purchase, NY · Est. 2019

Local
Fee-only
AUM
$419M
Per adviser
$38M
Advisers
11

Seaport Capital, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$418M
Per adviser
$38M
Advisers
11

No reported disclosures

Artist Capital Management LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$418M
Per adviser
$104M
Advisers
4

No reported disclosures

Mccollum Christoferson Group, LLC

Amherst, NY · Est. 2015

Local
Fee-based
AUM
$416M
Per adviser
$139M
Advisers
3

No reported disclosures

Lock 8 Partners

New York, NY · Est. 2025

LocalInternational
Fee-based
AUM
$415M
Per adviser
$59M
Advisers
7

No reported disclosures

Momentum Advisors

New York, NY · Est. 2012

Local
Fee-based
AUM
$415M
Per adviser
$59M
Advisers
7

Gold Coast Wealth Management, LLC

Jericho, NY · Est. 2011

Local
Fee-only
AUM
$414M
Per adviser
$207M
Advisers
2

No reported disclosures

Sws Capital Management, LLC

New York, NY · Est. 2002

Local
Fee-only
AUM
$413M
Per adviser
$103M
Advisers
4

No reported disclosures

Auldbrass Partners, LP

New York, NY · Est. 2022

Local
Fee-only
AUM
$413M
Per adviser
$59M
Advisers
7

No reported disclosures

Aurelius Capital Management, LP

New York, NY · Est. 2011

LocalInternational
Fee-only
AUM
$412M
Per adviser
$69M
Advisers
6

No reported disclosures

Blue Square Asset Management, LLC

New York, NY · Est. 2018

Local
Fee-based
AUM
$410M
Per adviser
$68M
Advisers
6

No reported disclosures

Sustainable Insight Capital Management, LLC

New York, NY · Est. 2013

Local
Fee-only
AUM
$410M
Per adviser
$137M
Advisers
3

No reported disclosures

Vcfa Group

New York, NY · Est. 2012

Local
Fee-based
AUM
$410M
Per adviser
$68M
Advisers
6

No reported disclosures

Wasserstein Management, LP

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$409M
Per adviser
$136M
Advisers
3

No reported disclosures

New Leaf Venture Partners

New York, NY · Est. 2015

Local
Fee-only
AUM
$408M
Per adviser
$204M
Advisers
2

No reported disclosures

Bridge Growth Partners, LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$407M
Per adviser
$45M
Advisers
9

No reported disclosures

Covara Capital, LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$405M
Per adviser
$101M
Advisers
4

No reported disclosures

Focusgrowth Asset Management, LP

New York, NY · Est. 2022

Local
Fee-only
AUM
$405M
Per adviser
$81M
Advisers
5

No reported disclosures

Charter Oak Advisors LP

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$404M
Per adviser
$101M
Advisers
4

No reported disclosures

Henry James International Management, INC.

New York, NY · Est. 2014

Local
Fee-only
AUM
$402M
Per adviser
$134M
Advisers
3

No reported disclosures

Valuequest Advisers, LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$401M
Per adviser
$100M
Advisers
4

No reported disclosures

Soundcore Capital Partners, LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$400M
Per adviser
$27M
Advisers
15

No reported disclosures

Burns Matteson Capital Management, LLC

Corning, NY · Est. 2002

Local
Fee-based
AUM
$400M
Per adviser
$80M
Advisers
5

No reported disclosures

Waterford Advisors, LLC

Orchard Park, NY · Est. 2004

Local
Fee-based
AUM
$399M
Per adviser
$57M
Advisers
7

No reported disclosures

Tactical Infrastructure Partners

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$398M
Per adviser
$66M
Advisers
6

No reported disclosures

Ldr Capital Management, LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$397M
Per adviser
$132M
Advisers
3

No reported disclosures

Settanni Financial LLC

Armonk, NY · Est. 2018

Local
Fee-based
AUM
$397M
Per adviser
$99M
Advisers
4

No reported disclosures

The Visualize Group LP

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$396M
Per adviser
$50M
Advisers
8

No reported disclosures

Derby Copeland Capital

New York, NY · Est. 2022

Local
Fee-only
AUM
$396M
Per adviser
$22M
Advisers
18

No reported disclosures

Sandler Capital Management

New York, NY · Est. 1988

LocalInternational
Fee-only
AUM
$395M
Per adviser
$36M
Advisers
11

No reported disclosures

Siebert Advisornxt, LLC.

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$392M
Per adviser
$12M
Advisers
32

No reported disclosures

16th Amendment Advisors LLC

New York, NY · Est. 2009

Local
Fee-only
AUM
$390M
Per adviser
$65M
Advisers
6

No reported disclosures

Ascend Interplay, LLC

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$390M
Per adviser
$56M
Advisers
7

No reported disclosures

Joseph P. Lucia & Associates, LLC

Yorktown Heights, NY · Est. 2012

LocalInternational
Fee-based
AUM
$388M
Per adviser
$129M
Advisers
3

No reported disclosures

Collaborative Capital Advisors LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$388M
Per adviser
$194M
Advisers
2

No reported disclosures

Atlantic Investment Management, INC

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$384M
Per adviser
$96M
Advisers
4

No reported disclosures

Arcadia Wealth Management

Smithtown, NY · Est. 2012

Local
Fee-only
AUM
$384M
Per adviser
$128M
Advisers
3

No reported disclosures

Volt Investment Holdings LLC

Brooklyn, NY · Est. 2022

LocalInternational
Fee-based
AUM
$384M
Per adviser
$96M
Advisers
4

No reported disclosures

Pictet Asset Management (USA) Corp

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$382M
Per adviser
$382M
Advisers
1

No reported disclosures

Snyder Wealth Group

Medford, NY · Est. 1991

Regional
Fee-based
AUM
$382M
Per adviser
$76M
Advisers
5

No reported disclosures

Camber Partners Management LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$379M
Per adviser
$54M
Advisers
7

No reported disclosures

Hidden Lake Asset Management LP

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$378M
Per adviser
$47M
Advisers
8

No reported disclosures

Volterra Technologies LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$377M
Per adviser
$126M
Advisers
3

No reported disclosures

Palm Drive Capital LLC

New York, NY · Est. 2019

LocalInternational
Fee-based
AUM
$376M
Per adviser
$63M
Advisers
6

No reported disclosures

Findell Capital Management LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$376M
Per adviser
$125M
Advisers
3

No reported disclosures

Melkonian Capital Management, LLC

New York, NY · Est. 2017

Local
Fee-only
AUM
$375M
Per adviser
$375M
Advisers
1

No reported disclosures

Retirement Planning Group, LLC

Malta, NY · Est. 2020

Local
Fee-only
AUM
$375M
Per adviser
$94M
Advisers
4

No reported disclosures

Hale Capital Management, LP

New York, NY · Est. 2012

Local
Fee-only
AUM
$375M
Per adviser
$42M
Advisers
9

No reported disclosures

Carl Marks Management Company, LLC

New York, NY · Est. 1992

Local
Fee-only
AUM
$374M
Per adviser
$62M
Advisers
6

No reported disclosures

The Pitti Group Wealth Management, LLC

Victor, NY · Est. 2021

Local
Fee-based
AUM
$374M
Per adviser
$94M
Advisers
4

No reported disclosures

Hunting Hill Global Capital, LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$373M
Per adviser
$75M
Advisers
5

No reported disclosures

Bridgeport Partners

New York, NY · Est. 2023

Local
Fee-based
AUM
$373M
Per adviser
$41M
Advisers
9

No reported disclosures

Fact Capital, L.P.

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$371M
Per adviser
$93M
Advisers
4

No reported disclosures

Eyre Street Capital

New York, NY · Est. 2025

Local
Fee-only
AUM
$367M
Per adviser
$73M
Advisers
5

No reported disclosures

Innovative Private Wealth Management INC.

Somers, NY · Est. 2023

RegionalInternational
Fee-based
AUM
$367M
Per adviser
$52M
Advisers
7

No reported disclosures

Saraza Management LP

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$366M
Per adviser
$92M
Advisers
4

No reported disclosures

Fio Advisors LP

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$366M
Per adviser
$122M
Advisers
3

No reported disclosures

Jacobs Asset Management, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$366M
Per adviser
$183M
Advisers
2

No reported disclosures

Sage Advisors, LLC

New York, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$366M
Per adviser
$31M
Advisers
12

No reported disclosures

Epoch Capital, US

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$366M
Per adviser
$73M
Advisers
5

No reported disclosures

Reservoir Operations, L.P.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$365M
Per adviser
$122M
Advisers
3

No reported disclosures

Redwood Grove Capital, LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$364M
Per adviser
$91M
Advisers
4

No reported disclosures

Domani Advisors

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$363M
Per adviser
$181M
Advisers
2

No reported disclosures

University Ventures

New York, NY · Est. 2014

Local
Fee-only
AUM
$363M
Per adviser
$121M
Advisers
3

No reported disclosures

Point Windward Advisors, INC.

New York, NY · Est. 1988

RegionalInternational
Fee-only
AUM
$359M
Per adviser
$45M
Advisers
8

No reported disclosures

Papamarkou Wellner Perkin Advisors

New York, NY · Est. 2004

LocalInternational
Fee-only
AUM
$358M
Per adviser
$33M
Advisers
11

No reported disclosures

Oakcliff Partners LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$356M
Per adviser
$178M
Advisers
2

No reported disclosures

Twin Point Capital LLC

New York, NY · Est. 2015

Local
Fee-based
AUM
$356M
Per adviser
$36M
Advisers
10

No reported disclosures

Acorn Capital Advisors, LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$355M
Per adviser
$71M
Advisers
5

No reported disclosures

Lloyd Harbor Capital Management, LLC

Cold Spring Harbor, NY · Est. 2022

Local
Fee-only
AUM
$354M
Per adviser
$71M
Advisers
5

No reported disclosures

Tencore Partners, LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$354M
Per adviser
$177M
Advisers
2

No reported disclosures

Next Management Advisors, LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$353M
Per adviser
$71M
Advisers
5

No reported disclosures

Jones Road Capital Management, L.P.

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$350M
Per adviser
$88M
Advisers
4

No reported disclosures

Sykon Capital LLC

Harrison, NY · Est. 2023

Local
Fee-based
AUM
$350M
Per adviser
$58M
Advisers
6

No reported disclosures

Spx Capital Management LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$350M
Per adviser
$58M
Advisers
6

No reported disclosures

Guggenheim Private Investments, LLC

New York, NY · Est. 2024

Local
Fee-based
AUM
$349M
Per adviser
$175M
Advisers
2

No reported disclosures

Trill Impact Advisory INC.

New York, NY · Est. 2023

LocalInternational
Fee-based
AUM
$348M
Per adviser
$87M
Advisers
4

No reported disclosures

United Financial Planning Group LLC

Hauppauge, NY · Est. 2018

Regional
Fee-based
AUM
$347M
Per adviser
$87M
Advisers
4

No reported disclosures

Vedanta Management, LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$346M
Per adviser
$115M
Advisers
3

No reported disclosures

Continuum Wealth Advisors, LLC

Saratoga Springs, NY · Est. 2010

LocalInternational
Fee-based
AUM
$346M
Per adviser
$69M
Advisers
5

No reported disclosures

Placeholder Management, LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$345M
Per adviser
$69M
Advisers
5

No reported disclosures

Bourne Lent Asset Managament, INC.

Pawling, NY · Est. 2000

Regional
Fee-only
AUM
$344M
Per adviser
$115M
Advisers
3

No reported disclosures

Formula Growth Management Corp

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$343M
Per adviser
$172M
Advisers
2

No reported disclosures

Diameter Dcf Advisor LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$343M
Per adviser
$6M
Advisers
62

No reported disclosures

Chicago Atlantic Bdc Advisers, LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$342M
Per adviser
Advisers

No reported disclosures

Eaglebrook Advisors

New York, NY · Est. 2021

Local
Fee-based
AUM
$342M
Per adviser
$68M
Advisers
5

No reported disclosures

Post Resch Tallon Group

Pittsford, NY · Est. 2012

Local
Fee-only
AUM
$340M
Per adviser
$68M
Advisers
5

No reported disclosures

The Mathes Company, INC.

New York, NY · Est. 1997

LocalInternational
Fee-only
AUM
$340M
Per adviser
$68M
Advisers
5

No reported disclosures

Quantum Portfolio Management, LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$340M
Per adviser
$57M
Advisers
6

No reported disclosures

Superstring Capital Management LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$340M
Per adviser
$113M
Advisers
3

No reported disclosures

Garnet Equity Capital Holdings, INC.

New York, NY · Est. 2013

Local
Fee-only
AUM
$339M
Per adviser
$85M
Advisers
4

No reported disclosures

Millennial Advisers, LLC.

New York, NY · Est. 2020

RegionalInternational
Fee-only
AUM
$339M
Per adviser
$28M
Advisers
12

Health Catalyst Capital Management, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$339M
Per adviser
$85M
Advisers
4

No reported disclosures

Morgan Rio Capital Management, LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$339M
Per adviser
$169M
Advisers
2

No reported disclosures

325 Capital

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$338M
Per adviser
$56M
Advisers
6

No reported disclosures

Mutima Capital Management LLC

New York, NY · Est. 2016

Local
Fee-based
AUM
$337M
Per adviser
$112M
Advisers
3

No reported disclosures

Cross Rapids Capital LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$336M
Per adviser
$56M
Advisers
6

No reported disclosures

Cion Grosvenor Management, LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$335M
Per adviser
$168M
Advisers
2

No reported disclosures

Bvp Management Company, LLC

New York, NY · Est. 2022

Local
Fee-based
AUM
$335M
Per adviser
$42M
Advisers
8

No reported disclosures

Central Pine Capital, LLC

Cedarhurst, NY · Est. 2022

Local
Fee-based
AUM
$332M
Per adviser
$111M
Advisers
3

No reported disclosures

Phoenician Resources

New York, NY · Est. 2019

Local
Fee-only
AUM
$332M
Per adviser
$66M
Advisers
5

No reported disclosures

Nokota Management, LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$332M
Per adviser
$332M
Advisers
1

No reported disclosures

Opus Investment Management LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$332M
Per adviser
$55M
Advisers
6

No reported disclosures

General Innovation Capital, LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$331M
Per adviser
$55M
Advisers
6

No reported disclosures

Stella Point Capital, LP

New York, NY · Est. 2018

Local
Fee-based
AUM
$329M
Per adviser
$37M
Advisers
9

No reported disclosures

501 North, LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$329M
Per adviser
$55M
Advisers
6

No reported disclosures

Omc Financial Services Ltd

Dewitt, NY · Est. 1987

Local
Fee-only
AUM
$328M
Per adviser
$109M
Advisers
3

No reported disclosures

Fukoku Life International (America) INC.

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$328M
Per adviser
$66M
Advisers
5

No reported disclosures

Hudson Capital Advisory, INC.

Buffalo, NY · Est. 2021

Local
Fee-only
AUM
$328M
Per adviser
$109M
Advisers
3

No reported disclosures

Financial Decisions, LLC

New York, NY · Est. 1991

Regional
Fee-based
AUM
$328M
Per adviser
$82M
Advisers
4

No reported disclosures

Vinci Partners USA

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$327M
Per adviser
$55M
Advisers
6

No reported disclosures

Mfg Partners LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$327M
Per adviser
$47M
Advisers
7

No reported disclosures

Hurley Capital, LLC

New York, NY · Est. 2008

LocalInternational
Fee-based
AUM
$326M
Per adviser
$163M
Advisers
2

No reported disclosures

Galaxy Investment Management, LLC

Uniondale, NY · Est. 2019

Local
Fee-only
AUM
$324M
Per adviser
$46M
Advisers
7

No reported disclosures

Carswell Investments, LLC

East Syracuse, NY · Est. 2011

Local
Fee-based
AUM
$322M
Per adviser
$161M
Advisers
2

No reported disclosures

Lantern Wealth Advisors, LLC

Melville, NY · Est. 2014

Regional
Fee-based
AUM
$320M
Per adviser
$12M
Advisers
26

No reported disclosures

Atomic Invest LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$320M
Per adviser
$15M
Advisers
21

No reported disclosures

Hamilton Square Partners Management, LP

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$319M
Per adviser
$64M
Advisers
5

No reported disclosures

Goldentree Asset Management Credit Advisor LLC

New York, NY · Est. 2017

Local
Fee-based
AUM
$319M
Per adviser
$4M
Advisers
80

No reported disclosures

Tribune Investment Group

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$318M
Per adviser
$80M
Advisers
4

No reported disclosures

Twin Securities, INC.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$318M
Per adviser
$79M
Advisers
4

No reported disclosures

Heartwood Funds

New York, NY · Est. 2006

LocalInternational
Fee-based
AUM
$318M
Per adviser
$318M
Advisers
1

No reported disclosures

Macquarie Capital Partners LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$318M
Per adviser
$21M
Advisers
15

No reported disclosures

Goode Partners LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$317M
Per adviser
$63M
Advisers
5

No reported disclosures

The Mustico Financial Group, INC.

Elmira, NY · Est. 2007

Local
Fee-only
AUM
$317M
Per adviser
$79M
Advisers
4

No reported disclosures

Harvest Management, L.L.C.

New York, NY · Est. 2003

LocalInternational
Fee-based
AUM
$316M
Per adviser
$63M
Advisers
5

No reported disclosures

Lagoda Investment Management, L.P.

New York, NY · Est. 2014

Local
Fee-only
AUM
$313M
Per adviser
$156M
Advisers
2

No reported disclosures

Parkview US LLC

New York City, NY · Est. 2012

LocalInternational
Fee-based
AUM
$312M
Per adviser
$78M
Advisers
4

No reported disclosures

Aps Wealth Management, LLC

Melville, NY · Est. 2018

Local
Fee-based
AUM
$312M
Per adviser
$78M
Advisers
4

No reported disclosures

Optimist Ventures LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$311M
Per adviser
$311M
Advisers
1

No reported disclosures

Bg America LLC

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$311M
Per adviser
$62M
Advisers
5

No reported disclosures

Spring Mountain Capital, LP

New York, NY · Est. 2003

Local
Fee-only
AUM
$311M
Per adviser
$35M
Advisers
9

No reported disclosures

Two Point Capital Management, INC.

Pittsford, NY · Est. 2013

Local
Fee-only
AUM
$311M
Per adviser
$104M
Advisers
3

General Equity Holdings LP

Brooklyn, NY · Est. 2018

LocalInternational
Fee-only
AUM
$310M
Per adviser
$310M
Advisers
1

No reported disclosures

Hudson Advisor Services, INC.

Buffalo, NY · Est. 1997

Local
Fee-based
AUM
$310M
Per adviser
$52M
Advisers
6

No reported disclosures

Samjo Management, LLC

New York, NY · Est. 2023

Local
Fee-based
AUM
$309M
Per adviser
$154M
Advisers
2

No reported disclosures

Merit Financial Partners LLC

Maspeth, NY · Est. 2017

Local
Fee-based
AUM
$308M
Per adviser
$62M
Advisers
5

No reported disclosures

Allsquare Wealth Management, LLC

Albany, NY · Est. 2010

Regional
Fee-based
AUM
$308M
Per adviser
$77M
Advisers
4

No reported disclosures

Silverpeak Real Estate Partners L.P.

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$307M
Per adviser
$16M
Advisers
19

Mountaineer Partners Management, LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$306M
Per adviser
$102M
Advisers
3

No reported disclosures

Adalta Capital Management LLC

New York, NY · Est. 2016

Local
Fee-only
AUM
$306M
Per adviser
$102M
Advisers
3

No reported disclosures

Paradigm Funds Advisor LLC

Albany, NY · Est. 2005

Local
Fee-only
AUM
$305M
Per adviser
$44M
Advisers
7

Old Slip Registered Investment Advisors, LLC

New York, NY · Est. 2018

Local
Fee-based
AUM
$305M
Per adviser
$102M
Advisers
3

No reported disclosures

Coltrane Asset Management, L.P.

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$304M
Per adviser
$61M
Advisers
5

No reported disclosures

Albanyadvisor Group LLC

Albany, NY · Est. 2021

Local
Fee-based
AUM
$303M
Per adviser
$50M
Advisers
6

No reported disclosures

Innovahealth Partners

New York, NY · Est. 2022

Local
Fee-only
AUM
$301M
Per adviser
$60M
Advisers
5

No reported disclosures

Retirable

New York, NY · Est. 2020

Local
Fee-based
AUM
$301M
Per adviser
$25M
Advisers
12

No reported disclosures

Pinnacle Capital Management, LLC

East Syracuse, NY · Est. 2006

Local
Fee-only
AUM
$300M
Per adviser
$43M
Advisers
7

No reported disclosures

Krensavage Asset Management, LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$300M
Per adviser
$100M
Advisers
3

No reported disclosures

Mqs Management, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$299M
Per adviser
$60M
Advisers
5

No reported disclosures

Riverpark Capital Management LLC

New York, NY · Est. 2009

Local
Fee-only
AUM
$299M
Per adviser
$50M
Advisers
6

No reported disclosures

Crescent Hill Partners LLC

Saratoga Springs, NY · Est. 2013

Local
Fee-based
AUM
$299M
Per adviser
$299M
Advisers
1

No reported disclosures

Gs Gamma Advisors, LLC

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$299M
Per adviser
$75M
Advisers
4

No reported disclosures

Consello Capital

New York, NY · Est. 2023

Local
Fee-only
AUM
$299M
Per adviser
$50M
Advisers
6

No reported disclosures

Ananym Capital Management, LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$298M
Per adviser
$60M
Advisers
5

No reported disclosures

Infusive Asset Management INC.

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$296M
Per adviser
$99M
Advisers
3

No reported disclosures

Bright Futures Wealth Management, LLC

Webster, NY · Est. 2017

Regional
Fee-based
AUM
$295M
Per adviser
$21M
Advisers
14

No reported disclosures

Brizo Capital, LP

New York, NY · Est. 2018

Local
Fee-only
AUM
$294M
Per adviser
$294M
Advisers
1

No reported disclosures

A.R.T. Advisors, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$294M
Per adviser
$17M
Advisers
17

No reported disclosures

Enright, Mollin, Cascio & Ramusevic, INC.

Elmhurst, NY · Est. 1990

Local
Fee-based
AUM
$294M
Per adviser
$294M
Advisers
1

No reported disclosures

Pelkonen And Associates LLC

Melville, NY · Est. 2020

LocalInternational
Fee-based
AUM
$293M
Per adviser
$98M
Advisers
3

No reported disclosures

Masterton Capital Management, LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$293M
Per adviser
$147M
Advisers
2

No reported disclosures

22v Asset Management

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$293M
Per adviser
$49M
Advisers
6

No reported disclosures

Long Island Wealth Management, INC.

Melville, NY · Est. 2014

LocalInternational
Fee-based
AUM
$292M
Per adviser
$292M
Advisers
1

No reported disclosures

Idirect Private Credit Advisors LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$291M
Per adviser
$14M
Advisers
21

No reported disclosures

Leigh Baldwin & Co., LLC

Cazenovia, NY · Est. 2008

RegionalInternational
Fee-only
AUM
$291M
Per adviser
$18M
Advisers
16

Alcova Capital Management LP

New York, NY · Est. 2018

Local
Fee-only
AUM
$289M
Per adviser
$72M
Advisers
4

No reported disclosures

Aifam Group LLC

Rye, NY · Est. 2012

LocalInternational
Fee-based
AUM
$289M
Per adviser
$48M
Advisers
6

No reported disclosures

Power Innovation Partners, L.P.

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$289M
Per adviser
$72M
Advisers
4

No reported disclosures

Acadia Infrastructure Capital LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$289M
Per adviser
$29M
Advisers
10

No reported disclosures

Gf Capital Asset Advisors, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$288M
Per adviser
$96M
Advisers
3

No reported disclosures

Palisade Infrastructure

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$288M
Per adviser
$72M
Advisers
4

No reported disclosures

Eden Global Advisors LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$286M
Per adviser
$13M
Advisers
22

No reported disclosures

Fingerlakes Wealth Management, INC.

Ithaca, NY · Est. 2009

Local
Fee-based
AUM
$285M
Per adviser
$71M
Advisers
4

No reported disclosures

Full In Partners

New York, NY · Est. 2021

Local
Fee-only
AUM
$284M
Per adviser
$47M
Advisers
6

No reported disclosures

Darwins River Capital

New York, NY · Est. 2025

LocalInternational
Fee-based
AUM
$284M
Per adviser
$95M
Advisers
3

No reported disclosures

Eden Capital Management LLC

New York, NY · Est. 2017

Local
Fee-only
AUM
$284M
Per adviser
$41M
Advisers
7

No reported disclosures

Zoe Financial, INC.

New York, NY · Est. 2019

Local
Fee-only
AUM
$283M
Per adviser
$142M
Advisers
2

No reported disclosures

Silverberg Bernstein Capital Management

Armonk, NY · Est. 2023

LocalInternational
Fee-only
AUM
$283M
Per adviser
$142M
Advisers
2

No reported disclosures

Beatrice Advisors LP

New York, NY · Est. 2024

Local
Fee-based
AUM
$282M
Per adviser
$47M
Advisers
6

No reported disclosures

Caruso Mclean & Co., INC.

Utica, NY · Est. 2005

Local
Fee-based
AUM
$282M
Per adviser
$70M
Advisers
4

No reported disclosures

American Financial & Tax Strategies, INC.

New York, NY · Est. 1993

Local
Fee-based
AUM
$279M
Per adviser
$279M
Advisers
1

No reported disclosures

Kintayl Capital LP

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$279M
Per adviser
$140M
Advisers
2

No reported disclosures

Stilwell Value LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$279M
Per adviser
$139M
Advisers
2

Holistic Wealth Advisors

Clifton Park, NY · Est. 2024

Local
Fee-only
AUM
$279M
Per adviser
$46M
Advisers
6

No reported disclosures

Edenbrook Capital, LLC

Mount Kisco, NY · Est. 2020

Local
Fee-only
AUM
$278M
Per adviser
$93M
Advisers
3

No reported disclosures

Future Positive

New York, NY · Est. 2025

Local
Fee-only
AUM
$278M
Per adviser
$93M
Advisers
3

No reported disclosures

Claren Road Private Credit Solutions LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$278M
Per adviser
$69M
Advisers
4

No reported disclosures

Wilmington Capital Securities, LLC

Garden City, NY · Est. 2015

RegionalInternational
Fee-based
AUM
$277M
Per adviser
$55M
Advisers
5

Hazelview Securities (US) LLC

New York, NY · Est. 2016

Local
Fee-only
AUM
$276M
Per adviser
$31M
Advisers
9

No reported disclosures

J.H. Lane Partners, LP

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$276M
Per adviser
$55M
Advisers
5

No reported disclosures

Lumos Capital Group LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$274M
Per adviser
$46M
Advisers
6

No reported disclosures

Reckoner Capital Management LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$273M
Per adviser
$34M
Advisers
8

No reported disclosures

Nestegg Advisors, INC.

Hauppauge, NY · Est. 2023

Local
Fee-based
AUM
$273M
Per adviser
$91M
Advisers
3

No reported disclosures

Tailored Wealth Solutions

Saratoga Springs, NY · Est. 2026

Local
Fee-based
AUM
$272M
Per adviser
$68M
Advisers
4

No reported disclosures

Accrued Equities INC.

Melville, NY · Est. 1980

Local
Fee-only
AUM
$272M
Per adviser
$91M
Advisers
3

No reported disclosures

Raffles Capital Management, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$270M
Per adviser
$135M
Advisers
2

No reported disclosures

Sage Investment Advisers LLC

Wappingers Falls, NY · Est. 2019

Local
Fee-only
AUM
$268M
Per adviser
$89M
Advisers
3

No reported disclosures

Soviero Asset Management, LP

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$268M
Per adviser
$54M
Advisers
5

No reported disclosures

Livello Capital Management LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$265M
Per adviser
$88M
Advisers
3

No reported disclosures

Kize Capital LP

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$265M
Per adviser
$88M
Advisers
3

No reported disclosures

Sender Company & Partners, INC.

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$265M
Per adviser
$15M
Advisers
18

No reported disclosures

Patricof Co

New York, NY · Est. 2024

Local
Fee-based
AUM
$264M
Per adviser
$53M
Advisers
5

No reported disclosures

Hudson Canyon Capital Management

New York, NY · Est. 2017

Local
Fee-only
AUM
$264M
Per adviser
$264M
Advisers
1

No reported disclosures

Crestwood Capital Management, L.P.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$263M
Per adviser
$88M
Advisers
3

No reported disclosures

Nerdwallet Wealth Partners, LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$263M
Per adviser
$24M
Advisers
11

No reported disclosures

Empery Asset Management, LP

New York City, NY · Est. 2021

LocalInternational
Fee-based
AUM
$262M
Per adviser
$87M
Advisers
3

No reported disclosures

5c Advisor

New York, NY · Est. 2024

Local
Fee-only
AUM
$262M
Per adviser
$22M
Advisers
12

No reported disclosures

Spruce Point Capital Management, LLC

Riverhead, NY · Est. 2019

LocalInternational
Fee-only
AUM
$262M
Per adviser
$131M
Advisers
2

No reported disclosures

Timecapital Investor Advisory Services INC

Port Jefferson Station, NY · Est. 1976

Local
Fee-only
AUM
$262M
Per adviser
$131M
Advisers
2

No reported disclosures

Ag Dillon Asset Management LP

New York, NY · Est. 2026

Local
Fee-only
AUM
$262M
Per adviser
$262M
Advisers
1

No reported disclosures

Room40 Capital LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$262M
Per adviser
$37M
Advisers
7

No reported disclosures

Elco Management Company, LLC

New York, NY · Est. 2005

LocalInternational
Fee-based
AUM
$261M
Per adviser
$52M
Advisers
5

No reported disclosures

Dcm Advisors, LLC

New York, NY · Est. 2017

RegionalInternational
Fee-only
AUM
$261M
Per adviser
$43M
Advisers
6

No reported disclosures

Capital Financial Advisors Of New York, LLC

Clifton Park, NY · Est. 2008

LocalInternational
Fee-based
AUM
$260M
Per adviser
Advisers

No reported disclosures

Era Global Technologies

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$260M
Per adviser
$130M
Advisers
2

No reported disclosures

Churchill Ncpe Advisor LLC

New York, NY · Est. 2025

Regional
Fee-only
AUM
$259M
Per adviser
$3M
Advisers
79

No reported disclosures

Incline Global Management, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$259M
Per adviser
$86M
Advisers
3

No reported disclosures

Corinthian Capital Group, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$259M
Per adviser
$52M
Advisers
5

Ma Asset Management, LLC

Irvington, NY · Est. 2016

LocalInternational
Fee-only
AUM
$258M
Per adviser
$86M
Advisers
3

No reported disclosures

Kuramo Capital Management, LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$258M
Per adviser
$14M
Advisers
19

No reported disclosures

Avicene

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$256M
Per adviser
$85M
Advisers
3

No reported disclosures

Zephyr Management, L.P.

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$256M
Per adviser
$20M
Advisers
13

No reported disclosures

Donald Smith, L.P.

New York, NY · Est. 2016

Local
Fee-only
AUM
$256M
Per adviser
$43M
Advisers
6

No reported disclosures

Riverwest Investment Management, LLC

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$254M
Per adviser
$85M
Advisers
3

No reported disclosures

Venor Capital Management LP

New York, NY · Est. 2011

LocalInternational
Fee-only
AUM
$254M
Per adviser
$127M
Advisers
2

No reported disclosures

Westco Advisory Services, INC.

Lynbrook, NY · Est. 2008

LocalInternational
Fee-based
AUM
$254M
Per adviser
$51M
Advisers
5

No reported disclosures

Canty Financial Management, INC.

Ballston Spa, NY · Est. 2007

Local
Fee-only
AUM
$254M
Per adviser
$85M
Advisers
3

No reported disclosures

Indiano Capital Management

Rochester, NY · Est. 2006

Local
Fee-only
AUM
$254M
Per adviser
$127M
Advisers
2

No reported disclosures

Heronetta Management, L.P.

New York, NY · Est. 2012

Local
Fee-only
AUM
$254M
Per adviser
$85M
Advisers
3

No reported disclosures

Clear Point Advisors, INC.

Melville, NY · Est. 1998

RegionalInternational
Fee-only
AUM
$253M
Per adviser
$63M
Advisers
4

No reported disclosures

Murphy Wealth Management Group

Fishkill, NY · Est. 2017

Local
Fee-based
AUM
$252M
Per adviser
$84M
Advisers
3

No reported disclosures

Coinshares Asset Management (US) LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$252M
Per adviser
$252M
Advisers
1

No reported disclosures

Aretex Capital Management, LP

New York, NY · Est. 2018

Local
Fee-only
AUM
$252M
Per adviser
$126M
Advisers
2

No reported disclosures

Ac Investment Management LLC

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$251M
Per adviser
$84M
Advisers
3

No reported disclosures

Emergent Wealth Advisors, LLC

Williamsville, NY · Est. 2015

Local
Fee-based
AUM
$249M
Per adviser
$83M
Advisers
3

No reported disclosures

Aacp Investments, LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$248M
Per adviser
$83M
Advisers
3

No reported disclosures

Value Investment Professionals, LLC

New York, NY · Est. 2022

Regional
Fee-only
AUM
$247M
Per adviser
$62M
Advisers
4

No reported disclosures

Taconic Advisors

Saugerties, NY · Est. 2022

Regional
Fee-based
AUM
$246M
Per adviser
$62M
Advisers
4

No reported disclosures

Bostwick Capital LLC

Locust Valley, NY · Est. 2014

LocalInternational
Fee-based
AUM
$245M
Per adviser
$123M
Advisers
2

No reported disclosures

Strobe Ventures

Brooklyn, NY · Est. 2025

LocalInternational
Fee-only
AUM
$245M
Per adviser
$61M
Advisers
4

No reported disclosures

Bandera Partners

Brooklyn, NY · Est. 2012

LocalInternational
Fee-only
AUM
$244M
Per adviser
$122M
Advisers
2

No reported disclosures

Jre Advisors LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$243M
Per adviser
$27M
Advisers
9

No reported disclosures

Blue Spark Capital Advisors

New York, NY · Est. 2015

Local
Fee-only
AUM
$243M
Per adviser
$121M
Advisers
2

No reported disclosures

Vanderbilt Avenue Asset Management LLC

New York, NY · Est. 2008

LocalInternational
Fee-based
AUM
$242M
Per adviser
$40M
Advisers
6

No reported disclosures

Tenere Capital, LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$241M
Per adviser
$121M
Advisers
2

No reported disclosures

Clearfield Capital Management LP

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$240M
Per adviser
$120M
Advisers
2

No reported disclosures

Buttonwood Group Advisors LLC

Uniondale, NY · Est. 2026

Local
Fee-only
AUM
$240M
Per adviser
$60M
Advisers
4

No reported disclosures

Brewster Financial Planning LLC

Brooklyn, NY · Est. 2013

LocalInternational
Fee-based
AUM
$240M
Per adviser
$80M
Advisers
3

No reported disclosures

Gatemore

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$239M
Per adviser
$80M
Advisers
3

No reported disclosures

Footpath Ventures LP

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$239M
Per adviser
$119M
Advisers
2

No reported disclosures

Perella Weinberg Partners Capital Management LP

New York, NY · Est. 2007

LocalInternational
Fee-only
AUM
$238M
Per adviser
$238M
Advisers
1

No reported disclosures

Graphene Capital Management LP

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$238M
Per adviser
$26M
Advisers
9

No reported disclosures

Gsa Capital Partners (New York) LP

New York, NY · Est. 2017

LocalInternational
Fee-based
AUM
$238M
Per adviser
$59M
Advisers
4

No reported disclosures

Cohen & Company Financial Management, LLC

New York, NY · Est. 2005

LocalInternational
Fee-only
AUM
$237M
Per adviser
$47M
Advisers
5

No reported disclosures

Soundcore Capital Partners, LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$237M
Per adviser
$79M
Advisers
3

No reported disclosures

Axiom Investment Management LLC

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$237M
Per adviser
$59M
Advisers
4

No reported disclosures

Rpm Capital Partners, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$234M
Per adviser
$47M
Advisers
5

No reported disclosures

Reynolds Channel Management, L.P.

New York, NY · Est. 2022

Local
Fee-only
AUM
$233M
Per adviser
$78M
Advisers
3

No reported disclosures

Oberon Asset Management, LLC

New York, NY · Est. 2010

Local
Fee-only
AUM
$233M
Per adviser
$58M
Advisers
4

No reported disclosures

Shelter Rock Management, LLC

Jericho, NY · Est. 2013

Local
Fee-only
AUM
$232M
Per adviser
$58M
Advisers
4

No reported disclosures

Draper Asset Management, LLC

Smithtown, NY · Est. 2017

Local
Fee-only
AUM
$231M
Per adviser
$38M
Advisers
6

No reported disclosures

Arch Global Advisors, LLC

New York, NY · Est. 2018

Local
Fee-based
AUM
$231M
Per adviser
$23M
Advisers
10

No reported disclosures

Lionshead Wealth Management, LLC

New York, NY · Est. 2017

Local
Fee-based
AUM
$230M
Per adviser
$57M
Advisers
4

No reported disclosures

Lonetree Capital, LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$229M
Per adviser
$33M
Advisers
7

No reported disclosures

Forsyth Street Asset Management LLC

New York, NY · Est. 2020

Local
Fee-based
AUM
$229M
Per adviser
$76M
Advisers
3

No reported disclosures

Hemisphere Partners LLC

New York, NY · Est. 2005

LocalInternational
Fee-only
AUM
$229M
Per adviser
$114M
Advisers
2

No reported disclosures

Dilation Capital Management LP

New York, NY · Est. 2020

Local
Fee-only
AUM
$229M
Per adviser
$76M
Advisers
3

No reported disclosures

Boyar Asset Management, INC.

New York, NY · Est. 1983

Local
Fee-based
AUM
$228M
Per adviser
$38M
Advisers
6

No reported disclosures

Beacon Financial Advisors

Rye Brook, NY · Est. 2013

Local
Fee-based
AUM
$228M
Per adviser
$76M
Advisers
3

No reported disclosures

Magnolia Capital Management

Cold Spring, NY · Est. 2006

Local
Fee-based
AUM
$228M
Per adviser
$76M
Advisers
3

No reported disclosures

Rm Sincerbeaux Capital Management, LLC.

New York, NY · Est. 2007

Local
Fee-only
AUM
$227M
Per adviser
$227M
Advisers
1

No reported disclosures

Shikhara Investment Management LP

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$227M
Per adviser
$113M
Advisers
2

No reported disclosures

Bqs Financial Advisors, LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$226M
Per adviser
$45M
Advisers
5

No reported disclosures

Change Global Investment, LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$226M
Per adviser
$38M
Advisers
6

No reported disclosures

Secfi Advisory Limited

New York, NY · Est. 2022

Local
Fee-based
AUM
$226M
Per adviser
$25M
Advisers
9

No reported disclosures

Professional Financial

Pittsford, NY · Est. 2016

Local
Fee-based
AUM
$226M
Per adviser
$75M
Advisers
3

No reported disclosures

Cais Advisors

New York, NY · Est. 2024

Local
Fee-based
AUM
$225M
Per adviser
$28M
Advisers
8

No reported disclosures

Prato Capital Management

White Plains, NY · Est. 2017

LocalInternational
Fee-based
AUM
$225M
Per adviser
$75M
Advisers
3

No reported disclosures

Iadvise Partners

New York, NY · Est. 2013

LocalInternational
Fee-based
AUM
$224M
Per adviser
$224M
Advisers
1

No reported disclosures

Milestones Private Investment Advisors LLC

Fairport, NY · Est. 2017

LocalInternational
Fee-based
AUM
$223M
Per adviser
$111M
Advisers
2

No reported disclosures

Capital Preservation Partners, INC.

Bronxville, NY · Est. 2009

Local
Fee-only
AUM
$222M
Per adviser
$74M
Advisers
3

No reported disclosures

Cross Border Wealth, LLC

New York, NY · Est. 2018

LocalInternational
Fee-based
AUM
$222M
Per adviser
$32M
Advisers
7

No reported disclosures

Muzinich Bdc Adviser, LLC

New York, NY · Est. 2019

Local
Fee-only
AUM
$221M
Per adviser
$22M
Advisers
10

No reported disclosures

Sunstone Asset Management

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$220M
Per adviser
$73M
Advisers
3

No reported disclosures

Terra Nova Asset Management LLC

New York, NY · Est. 1998

LocalInternational
Fee-only
AUM
$220M
Per adviser
$110M
Advisers
2

No reported disclosures

Stabilis Capital Management, LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$220M
Per adviser
$28M
Advisers
8

No reported disclosures

Tolis Advisors, LP

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$220M
Per adviser
$73M
Advisers
3

No reported disclosures

Forteris Wealth Management, INC.

Armonk, NY · Est. 1993

Local
Fee-based
AUM
$219M
Per adviser
$73M
Advisers
3

No reported disclosures

Ally Bridge Group (Ny) LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$219M
Per adviser
$55M
Advisers
4

No reported disclosures

Ripple Effect Asset Management LP

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$218M
Per adviser
$55M
Advisers
4

No reported disclosures

Great Hill Advisory

Port Washington, NY · Est. 2021

LocalInternational
Fee-based
AUM
$218M
Per adviser
$109M
Advisers
2

No reported disclosures

Irth Capital Management, LP

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$218M
Per adviser
$44M
Advisers
5

No reported disclosures

Oppvest, LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$218M
Per adviser
$44M
Advisers
5

No reported disclosures

New Horizon Financial Strategies, LLC

Ithaca, NY · Est. 2020

Local
Fee-based
AUM
$217M
Per adviser
$36M
Advisers
6

No reported disclosures

Prosperity Advisory Group LLC

Victor, NY · Est. 2020

Local
Fee-based
AUM
$216M
Per adviser
$72M
Advisers
3

No reported disclosures

Florian Financial Group LLC

Williamsville, NY · Est. 2007

Local
Fee-based
AUM
$215M
Per adviser
$43M
Advisers
5

No reported disclosures

Broadway Advisor Group

Albany, NY · Est. 2022

Local
Fee-based
AUM
$215M
Per adviser
$72M
Advisers
3

No reported disclosures

4thought Financial Group INC.

Syosset, NY · Est. 2012

Local
Fee-based
AUM
$214M
Per adviser
$43M
Advisers
5

No reported disclosures

Long Point Capital, INC

New York, NY · Est. 2013

Local
Fee-based
AUM
$214M
Per adviser
$43M
Advisers
5

No reported disclosures

Simmons Capital Group

Halfmoon, NY · Est. 2015

Regional
Fee-based
AUM
$213M
Per adviser
$27M
Advisers
8

No reported disclosures

Bck Partners, INC.

Corning, NY · Est. 2016

Local
Fee-only
AUM
$213M
Per adviser
$106M
Advisers
2

No reported disclosures

Brixton Capital Wealth Advisors, LLC

Garden City, NY · Est. 2017

Local
Fee-based
AUM
$212M
Per adviser
$53M
Advisers
4

No reported disclosures

Lattis Management LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$211M
Per adviser
$35M
Advisers
6

No reported disclosures

Lone Peak Partners Management LP

New York, NY · Est. 2012

Local
Fee-based
AUM
$210M
Per adviser
$105M
Advisers
2

No reported disclosures

Phoenix Realty Group, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$208M
Per adviser
$30M
Advisers
7

No reported disclosures

Wellspring Capital Management LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$208M
Per adviser
$13M
Advisers
16

No reported disclosures

Open Field Capital LLC

New York, NY · Est. 2005

LocalInternational
Fee-only
AUM
$208M
Per adviser
$52M
Advisers
4

No reported disclosures

Yieldpoint

New York, NY · Est. 2025

Local
Fee-only
AUM
$206M
Per adviser
$103M
Advisers
2

No reported disclosures

Adc Wealth Management, LLC

Massapequa, NY · Est. 2012

Local
Fee-based
AUM
$206M
Per adviser
$103M
Advisers
2

No reported disclosures

Lc Vero Manager

New York, NY · Est. 2025

Local
Fee-based
AUM
$206M
Per adviser
$69M
Advisers
3

No reported disclosures

Trident Management LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$205M
Per adviser
$26M
Advisers
8

No reported disclosures

Extant Capital LLC

Albany, NY · Est. 2025

LocalInternational
Fee-only
AUM
$204M
Per adviser
$102M
Advisers
2

No reported disclosures

Mb Family Advisors

New York, NY · Est. 2013

Local
Fee-only
AUM
$204M
Per adviser
$102M
Advisers
2

No reported disclosures

Merkkuri Wealth Advisors LLC

Jericho, NY · Est. 2024

Local
Fee-based
AUM
$204M
Per adviser
$68M
Advisers
3

No reported disclosures

Harkness Capital Management LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$204M
Per adviser
$20M
Advisers
10

No reported disclosures

Aria Growth Partners LP

New York, NY · Est. 2025

Local
Fee-only
AUM
$204M
Per adviser
$41M
Advisers
5

No reported disclosures

Northsands Capital

New York, NY · Est. 2025

Local
Fee-only
AUM
$203M
Per adviser
$41M
Advisers
5

No reported disclosures

Cfm Advisors INC

Hauppauge, NY · Est. 1999

Local
Fee-based
AUM
$203M
Per adviser
$41M
Advisers
5

No reported disclosures

Sterling Manor Financial, LLC

Saratoga Springs, NY · Est. 2016

Local
Fee-based
AUM
$201M
Per adviser
$67M
Advisers
3

No reported disclosures

Eldridge Sme Advisers

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$201M
Per adviser
$2M
Advisers
110

No reported disclosures

Farrell Financial

Orchard Park, NY · Est. 2022

Local
Fee-only
AUM
$201M
Per adviser
$67M
Advisers
3

No reported disclosures

Post Capital Partners

New York, NY · Est. 2015

Local
Fee-only
AUM
$200M
Per adviser
$29M
Advisers
7

No reported disclosures

Radix Organization, INC.

New York, NY · Est. 2014

Local
Fee-based
AUM
$200M
Per adviser
$67M
Advisers
3

No reported disclosures

Feynman Point Asset Management

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$198M
Per adviser
$40M
Advisers
5

No reported disclosures

Gladowsky Capital Management Corp

Smithtown, NY · Est. 2000

Local
Fee-only
AUM
$198M
Per adviser
$66M
Advisers
3

No reported disclosures

Reciprocal Venture Management, L.L.C.

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$197M
Per adviser
$66M
Advisers
3

No reported disclosures

The Bendix Financial Group, INC.

Garden City, NY · Est. 2014

Local
Fee-based
AUM
$197M
Per adviser
$66M
Advisers
3

No reported disclosures

Rmr Wealth Management

New York, NY · Est. 2009

LocalInternational
Fee-based
AUM
$195M
Per adviser
$28M
Advisers
7

Aeref Management, LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$194M
Per adviser
$15M
Advisers
13

No reported disclosures

Morgens, Waterfall, Vintiadis & Company, INC.

New York, NY · Est. 1997

LocalInternational
Fee-only
AUM
$194M
Per adviser
$48M
Advisers
4

No reported disclosures

Del-Sette Capital Management, LLC

Schenectady, NY · Est. 2014

RegionalInternational
Fee-based
AUM
$193M
Per adviser
$39M
Advisers
5

No reported disclosures

First American Asset Advisory, LLC

Garden City, NY · Est. 2022

Local
Fee-only
AUM
$192M
Per adviser
$32M
Advisers
6

No reported disclosures

Variadic LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$191M
Per adviser
$19M
Advisers
10

No reported disclosures

Aravalli Capital Management LP

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$191M
Per adviser
$48M
Advisers
4

No reported disclosures

Guardian Wealth Partners, LLC

New York, NY · Est. 2020

Regional
Fee-based
AUM
$191M
Per adviser
$3M
Advisers
75

No reported disclosures

Bluerock Credit Fund Advisor, LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$189M
Per adviser
$17M
Advisers
11

No reported disclosures

Timber Point Capital Management

White Plains, NY · Est. 2020

Local
Fee-only
AUM
$188M
Per adviser
$63M
Advisers
3

No reported disclosures

Saddlerock Capital Management LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$188M
Per adviser
$47M
Advisers
4

No reported disclosures

Lanx Management, LLC

White Plains, NY · Est. 2010

LocalInternational
Fee-only
AUM
$188M
Per adviser
$188M
Advisers
1

No reported disclosures

Infiniti Wealth Management

Brewster, NY · Est. 2008

Local
Fee-based
AUM
$187M
Per adviser
$62M
Advisers
3

No reported disclosures

Gagnon Advisors

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$187M
Per adviser
$31M
Advisers
6

Dutch Asset Corporation

Selkirk, NY · Est. 2021

Local
Fee-based
AUM
$187M
Per adviser
$23M
Advisers
8

No reported disclosures

Winthrop Partners - Wny, LLC

Buffalo, NY · Est. 2015

RegionalInternational
Fee-based
AUM
$186M
Per adviser
$47M
Advisers
4

No reported disclosures

Amber Infrastructure Investment Advisor LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$186M
Per adviser
$27M
Advisers
7

No reported disclosures

Hudson Portfolio Management LLC

Garrison, NY · Est. 2004

LocalInternational
Fee-based
AUM
$186M
Per adviser
$37M
Advisers
5

No reported disclosures

Seven Six Capital Management, LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$186M
Per adviser
$62M
Advisers
3

No reported disclosures

Wynnefield Capital, INC.

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$185M
Per adviser
$92M
Advisers
2

No reported disclosures

Jlens

New York, NY · Est. 2024

Local
Fee-only
AUM
$183M
Per adviser
$37M
Advisers
5

No reported disclosures

Miller, Gesko & Company INC.

Buffalo, NY · Est. 1986

Local
Fee-only
AUM
$183M
Per adviser
$37M
Advisers
5

No reported disclosures

Godfrey Financial Associates, INC.

Glenmont, NY · Est. 2013

LocalInternational
Fee-based
AUM
$183M
Per adviser
$61M
Advisers
3

No reported disclosures

Emmett Investment Management, LP

New York, NY · Est. 2025

Local
Fee-only
AUM
$182M
Per adviser
$91M
Advisers
2

No reported disclosures

Private Client Asset Management, INC.

Massapequa, NY · Est. 2012

Local
Fee-based
AUM
$181M
Per adviser
$91M
Advisers
2

Carry Advisors LLC

Brooklyn, NY · Est. 2022

Local
Fee-based
AUM
$181M
Per adviser
$90M
Advisers
2

No reported disclosures

Saperston Legacy Advisors, INC.

Hamburg, NY · Est. 2021

Local
Fee-only
AUM
$181M
Per adviser
$45M
Advisers
4

No reported disclosures

Alpine Woods Capital Investors, LLC

Purchase, NY · Est. 1997

Local
Fee-only
AUM
$181M
Per adviser
$60M
Advisers
3

No reported disclosures

2e Capital Partners LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$180M
Per adviser
$45M
Advisers
4

No reported disclosures

Daventry Group LP

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$180M
Per adviser
$60M
Advisers
3

No reported disclosures

Stirlingshire Investments

New York, NY · Est. 2023

National
Fee-only
AUM
$180M
Per adviser
$7M
Advisers
25

No reported disclosures

Greenwood Investors LLC

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$180M
Per adviser
$90M
Advisers
2

No reported disclosures

Arc24 Management, LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$180M
Per adviser
$90M
Advisers
2

No reported disclosures

Ajf Capital Management, INC.

New York, NY · Est. 2015

Local
Fee-based
AUM
$179M
Per adviser
$45M
Advisers
4

No reported disclosures

Index Technologies Group LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$178M
Per adviser
$30M
Advisers
6

No reported disclosures

Candelo Capital Management LP

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$178M
Per adviser
$36M
Advisers
5

No reported disclosures

Lansing Management, LP

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$178M
Per adviser
$89M
Advisers
2

No reported disclosures

Hudson Executive Capital LP

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$178M
Per adviser
$178M
Advisers
1

No reported disclosures

Oppenheimer Alternative Investment Management, LLC

New York, NY · Est. 2006

Local
Fee-only
AUM
$178M
Per adviser
Advisers

No reported disclosures

Marathon Mission, INC.

Latham, NY · Est. 2017

Local
Fee-based
AUM
$177M
Per adviser
$59M
Advisers
3

No reported disclosures

Collins Advisors, LLC

Buffalo, NY · Est. 2011

Local
Fee-only
AUM
$176M
Per adviser
$176M
Advisers
1

No reported disclosures

Nine Left Capital LP

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$176M
Per adviser
$59M
Advisers
3

No reported disclosures

Sovereign Asset Management

Amherst, NY · Est. 2018

Local
Fee-only
AUM
$176M
Per adviser
$88M
Advisers
2

No reported disclosures

Three Bridges Capital, LP

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$175M
Per adviser
$58M
Advisers
3

No reported disclosures

Feenix Venture Partners, LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$175M
Per adviser
$35M
Advisers
5

No reported disclosures

Penbrook Management LLC

New York, NY · Est. 2004

LocalInternational
Fee-only
AUM
$175M
Per adviser
$44M
Advisers
4

Cicc Alpha Investment Management (USA), LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$175M
Per adviser
$175M
Advisers
1

No reported disclosures

Income & Asset Advisory, INC.

Armonk, NY · Est. 2009

Local
Fee-only
AUM
$175M
Per adviser
$58M
Advisers
3

No reported disclosures

Arrow Capital Management, LLC

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$175M
Per adviser
$175M
Advisers
1

No reported disclosures

Capstone Investment Financial Group, LLC

Webster, NY · Est. 2007

Local
Fee-based
AUM
$175M
Per adviser
$58M
Advisers
3

No reported disclosures

Two Parks Capital LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$175M
Per adviser
$35M
Advisers
5

No reported disclosures

A.G. Morgan Financial Advisors, LLC

Massapequa, NY · Est. 2015

Local
Fee-based
AUM
$175M
Per adviser
$58M
Advisers
3

Unlimited

New York, NY · Est. 2022

Local
Fee-only
AUM
$174M
Per adviser
$58M
Advisers
3

No reported disclosures

Murphy & Mullick Capital Management Corp

Smithtown, NY · Est. 2024

Local
Fee-based
AUM
$174M
Per adviser
$87M
Advisers
2

No reported disclosures

Barington Companies Investors, LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$173M
Per adviser
$35M
Advisers
5

No reported disclosures

Haybeach Capital Management, LLC

Rye, NY · Est. 2026

Local
Fee-only
AUM
$173M
Per adviser
$43M
Advisers
4

No reported disclosures

Steinberg Asset Management, LLC

New York, NY · Est. 2002

Local
Fee-only
AUM
$172M
Per adviser
$43M
Advisers
4

No reported disclosures

Triangle Investment Management, LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$172M
Per adviser
$21M
Advisers
8

No reported disclosures

White Hat Capital Partners LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$171M
Per adviser
$43M
Advisers
4

No reported disclosures

Hegarty Advisors, LLC

Garden City, NY · Est. 2022

LocalInternational
Fee-based
AUM
$171M
Per adviser
$86M
Advisers
2

No reported disclosures

Stillpoint Investments LP

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$170M
Per adviser
$34M
Advisers
5

No reported disclosures

Delos Capital Management, LP

New York, NY · Est. 2015

Local
Fee-only
AUM
$170M
Per adviser
$28M
Advisers
6

No reported disclosures

Boyd Capital

Rochester, NY · Est. 2021

Local
Fee-based
AUM
$168M
Per adviser
$84M
Advisers
2

No reported disclosures

Great Path Planning

Goshen, NY · Est. 2020

Regional
Fee-based
AUM
$167M
Per adviser
$84M
Advisers
2

No reported disclosures

Armory Capital Management, LLC

Syracuse, NY · Est. 2009

LocalInternational
Fee-only
AUM
$167M
Per adviser
$84M
Advisers
2

No reported disclosures

Totem Macro Asset Management LP

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$167M
Per adviser
$42M
Advisers
4

No reported disclosures

Tr Capital Management, LLC

Rockville Centre, NY · Est. 2012

LocalInternational
Fee-only
AUM
$166M
Per adviser
$83M
Advisers
2

No reported disclosures

W & S Management Services, INC.

Rochester, NY · Est. 2008

Local
Fee-based
AUM
$166M
Per adviser
$42M
Advisers
4

No reported disclosures

Nihon Global Growth Partners Management, INC.

New York, NY · Est. 2025

Local
Fee-only
AUM
$163M
Per adviser
$41M
Advisers
4

No reported disclosures

Five Eleven Partners

Garden City, NY · Est. 2025

Local
Fee-based
AUM
$163M
Per adviser
$41M
Advisers
4

No reported disclosures

Quint Capital Management

New York, NY · Est. 2023

Local
Fee-based
AUM
$162M
Per adviser
$11M
Advisers
15

No reported disclosures

Lynnleigh & Company, LLC

Pittsford, NY · Est. 2018

Local
Fee-only
AUM
$162M
Per adviser
$54M
Advisers
3

No reported disclosures

Pincus Capital Management, LP

New York, NY · Est. 2025

Local
Fee-only
AUM
$162M
Per adviser
$81M
Advisers
2

No reported disclosures

Flfs Advisory LLC

Victor, NY · Est. 2025

Local
Fee-only
AUM
$161M
Per adviser
$32M
Advisers
5

No reported disclosures

Summation Capital Management, L.P.

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$161M
Per adviser
$54M
Advisers
3

No reported disclosures

Fenix Trading

New York, NY · Est. 2017

LocalInternational
Fee-based
AUM
$160M
Per adviser
$40M
Advisers
4

No reported disclosures

R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors

Dewitt, NY · Est. 2009

Local
Fee-only
AUM
$159M
Per adviser
$53M
Advisers
3

Phoenician Capital LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$159M
Per adviser
$79M
Advisers
2

No reported disclosures

Bpc Advisors LLC

East Syracuse, NY · Est. 2019

Local
Fee-based
AUM
$158M
Per adviser
$79M
Advisers
2

No reported disclosures

H Partners Management LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$158M
Per adviser
$26M
Advisers
6

No reported disclosures

Clarus Group LLC

New York, NY · Est. 2020

Regional
Fee-based
AUM
$158M
Per adviser
$79M
Advisers
2

No reported disclosures

Merida Capital Holdings LLC

Rye, NY · Est. 2021

LocalInternational
Fee-only
AUM
$157M
Per adviser
$26M
Advisers
6

No reported disclosures

Prism Planning And Solutions Group

White Plains, NY · Est. 2026

Local
Fee-based
AUM
$157M
Per adviser
$52M
Advisers
3

No reported disclosures

Rooted Planning Group

Corning, NY · Est. 2018

Regional
Fee-based
AUM
$157M
Per adviser
$52M
Advisers
3

No reported disclosures

Eltura Capital Management, LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$156M
Per adviser
$26M
Advisers
6

No reported disclosures

Sportsology Capital Partners

New York, NY · Est. 2026

Local
Fee-only
AUM
$156M
Per adviser
$26M
Advisers
6

No reported disclosures

Quartus Investment Advisors LLC

New York, NY · Est. 2017

Local
Fee-only
AUM
$155M
Per adviser
$155M
Advisers
1

Elm Ridge Management, LLC

Briarcliff Manor, NY · Est. 2023

Local
Fee-only
AUM
$155M
Per adviser
$78M
Advisers
2

No reported disclosures

Union Square Park Capital Management, LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$154M
Per adviser
$77M
Advisers
2

No reported disclosures

The Lind Partners, LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$153M
Per adviser
$26M
Advisers
6

No reported disclosures

Livian & Co.

New York, NY · Est. 2010

LocalInternational
Fee-only
AUM
$153M
Per adviser
$51M
Advisers
3

No reported disclosures

Cordoba Capital Partners, LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$153M
Per adviser
$22M
Advisers
7

No reported disclosures

Northlanding Financial Partners, LLC

Rochester, NY · Est. 2013

Local
Fee-based
AUM
$152M
Per adviser
$76M
Advisers
2

No reported disclosures

Karani Asset Management LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$151M
Per adviser
$50M
Advisers
3

No reported disclosures

Marathon Wealth Management, INC.

Melville, NY · Est. 2017

Local
Fee-based
AUM
$151M
Per adviser
$151M
Advisers
1

No reported disclosures

North Woods Wealth Management

Buffalo, NY · Est. 2019

Local
Fee-based
AUM
$150M
Per adviser
$75M
Advisers
2

No reported disclosures

Invidia Capital Management, L.P.

New York, NY · Est. 2024

Local
Fee-only
AUM
$150M
Per adviser
$15M
Advisers
10

No reported disclosures

Secondmarket Financial, LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$150M
Per adviser
$50M
Advisers
3

No reported disclosures

Alpaca

New York, NY · Est. 2023

Local
Fee-only
AUM
$150M
Per adviser
$19M
Advisers
8

No reported disclosures

Cavalcade Capital LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$150M
Per adviser
$150M
Advisers
1

No reported disclosures

Clearbrook Investment Solutions LLC

New York, NY · Est. 2011

Local
Fee-based
AUM
$150M
Per adviser
$30M
Advisers
5

No reported disclosures

Chamonix Partners Capital Management LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$149M
Per adviser
$50M
Advisers
3

No reported disclosures

Vis Advisors, LP

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$149M
Per adviser
$50M
Advisers
3

No reported disclosures

Geovest Advisors INC

Fairport, NY · Est. 1988

Local
Fee-based
AUM
$148M
Per adviser
$25M
Advisers
6

No reported disclosures

Catchment Capital, L.P.

New York, NY · Est. 2025

Local
Fee-only
AUM
$148M
Per adviser
$18M
Advisers
8

No reported disclosures

Chelsea Advisory Services, INC

Staten Island, NY · Est. 2018

National
Fee-based
AUM
$147M
Per adviser
$6M
Advisers
25

No reported disclosures

Cross Shore Capital Management, LLC

Great Neck, NY · Est. 2006

Local
Fee-only
AUM
$147M
Per adviser
$74M
Advisers
2

No reported disclosures

Moelis Capital Partners LLC

New York, NY · Est. 2010

Local
Fee-only
AUM
$147M
Per adviser
$147M
Advisers
1

No reported disclosures

Core Alpha, INC.

Rochester, NY · Est. 2020

Local
Fee-based
AUM
$146M
Per adviser
$49M
Advisers
3

No reported disclosures

Scalebuilder, LLC

New York, NY · Est. 2022

LocalInternational
Fee-based
AUM
$146M
Per adviser
$73M
Advisers
2

No reported disclosures

Owlhouse Capital LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$146M
Per adviser
$73M
Advisers
2

No reported disclosures

Rho Acceleration

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$145M
Per adviser
$72M
Advisers
2

No reported disclosures

A.G.P. Asset Management LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
$144M
Per adviser
$72M
Advisers
2

No reported disclosures

Totem Point Management, LLC

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$144M
Per adviser
$72M
Advisers
2

No reported disclosures

Rushmont Capital Management

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$144M
Per adviser
$36M
Advisers
4

No reported disclosures

Davidov Financial Coaching, LLC

New Hyde Park, NY · Est. 2020

Local
Fee-only
AUM
$144M
Per adviser
$72M
Advisers
2

No reported disclosures

Ortelius Capital Partners

New York, NY · Est. 2006

LocalInternational
Fee-only
AUM
$144M
Per adviser
$144M
Advisers
1

No reported disclosures

Arista Advisory Group, LLC

Albany, NY · Est. 2016

LocalInternational
Fee-based
AUM
$144M
Per adviser
$144M
Advisers
1

No reported disclosures

Old Bridge Wealth, INC

Syosset, NY · Est. 2024

Local
Fee-only
AUM
$144M
Per adviser
$48M
Advisers
3

No reported disclosures

Four Lion Capital, LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$143M
Per adviser
$143M
Advisers
1

No reported disclosures

Blank Equity Management LLC

Port Washington, NY · Est. 2014

LocalInternational
Fee-based
AUM
$143M
Per adviser
$72M
Advisers
2

No reported disclosures

Vcp Financial LLC

Staten Island, NY · Est. 2018

LocalInternational
Fee-only
AUM
$143M
Per adviser
$36M
Advisers
4

No reported disclosures

Stephen J. Garry & Associates, LLC

Garden City, NY · Est. 2018

Local
Fee-only
AUM
$143M
Per adviser
$48M
Advisers
3

No reported disclosures

Heydorn Stone Capital Management LLC

Larchmont, NY · Est. 2005

LocalInternational
Fee-based
AUM
$142M
Per adviser
$71M
Advisers
2

No reported disclosures

Abdiel Capital Advisors, LP

New York, NY · Est. 2015

Regional
Fee-only
AUM
$142M
Per adviser
$16M
Advisers
9

No reported disclosures

Integrated Financial Consulting, LLC

Airmont, NY · Est. 2016

Local
Fee-based
AUM
$141M
Per adviser
$141M
Advisers
1

No reported disclosures

Clarity Investments + Planning LLC

Mount Kisco, NY · Est. 2008

LocalInternational
Fee-based
AUM
$141M
Per adviser
$141M
Advisers
1

No reported disclosures

Mjb Asset Management LLC

New York, NY · Est. 1999

LocalInternational
Fee-based
AUM
$141M
Per adviser
$141M
Advisers
1

No reported disclosures

Excomp Asset Management Ltd

Melville, NY · Est. 1993

Local
Fee-based
AUM
$140M
Per adviser
$70M
Advisers
2

No reported disclosures

Imperity Wealth Alliance LLC

Melville, NY · Est. 2025

Local
Fee-based
AUM
$140M
Per adviser
$14M
Advisers
10

No reported disclosures

Beyond Wealth Management Group, LLC

New Paltz, NY · Est. 2018

Local
Fee-based
AUM
$139M
Per adviser
$46M
Advisers
3

No reported disclosures

Raven Capital Management LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$139M
Per adviser
$13M
Advisers
11

No reported disclosures

Constantine Barry Asset Management (Cbam)

New York, NY · Est. 2008

LocalInternational
Fee-only
AUM
$139M
Per adviser
$69M
Advisers
2

No reported disclosures

Garrison Bradford & Associates INC

New York, NY · Est. 1975

LocalInternational
Fee-only
AUM
$138M
Per adviser
$46M
Advisers
3

No reported disclosures

Stratton Capital Investment Advisory LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$138M
Per adviser
$20M
Advisers
7

No reported disclosures

Ashbay Capital, LLC

New York,, NY · Est. 2013

Local
Fee-only
AUM
$138M
Per adviser
$138M
Advisers
1

No reported disclosures

Fien Capital Management, LLC

Rochester, NY · Est. 2001

Local
Fee-based
AUM
$138M
Per adviser
$69M
Advisers
2

No reported disclosures

Argus Investors' Counsel, INC.

New York, NY · Est. 1960

Local
Fee-based
AUM
$137M
Per adviser
$23M
Advisers
6

No reported disclosures

Milagre Wealth Management, INC.

White Plains, NY · Est. 2020

Regional
Fee-only
AUM
$137M
Per adviser
$137M
Advisers
1

No reported disclosures

Rand Capital Management

Buffalo, NY · Est. 2019

Local
Fee-only
AUM
$137M
Per adviser
$23M
Advisers
6

No reported disclosures

Re-Envision Wealth

New York, NY · Est. 2022

Local
Fee-based
AUM
$137M
Per adviser
$34M
Advisers
4

No reported disclosures

Galileo Investment Management

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$136M
Per adviser
$68M
Advisers
2

No reported disclosures

Fithian LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$136M
Per adviser
$45M
Advisers
3

No reported disclosures

Heights Point Management, LP

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$135M
Per adviser
$45M
Advisers
3

No reported disclosures

Lightsmith Climate Resilience Management LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$135M
Per adviser
$23M
Advisers
6

No reported disclosures

Financial Advisor Network, INC.

Farmingdale, NY · Est. 2014

Local
Fee-only
AUM
$135M
Per adviser
$68M
Advisers
2

No reported disclosures

Ap Capital Delaware LLC

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$135M
Per adviser
$135M
Advisers
1

No reported disclosures

Harbinger Capital Partners LLC

New York, NY · Est. 2012

LocalInternational
Fee-based
AUM
$134M
Per adviser
$134M
Advisers
1

Equilibrium Ventures, LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$134M
Per adviser
$34M
Advisers
4

No reported disclosures

Argo Infrastructure Management, LP

New York, NY · Est. 2025

Local
Fee-only
AUM
$134M
Per adviser
$10M
Advisers
13

Blue Jean Financial LLC

Albany, NY · Est. 2024

Regional
Fee-based
AUM
$133M
Per adviser
$19M
Advisers
7

No reported disclosures

Lifecapital Partners LLC

New York, NY · Est. 2025

RegionalInternational
Fee-only
AUM
$133M
Per adviser
$44M
Advisers
3

No reported disclosures

The Hajdari Group, LLC

Staten Island, NY · Est. 2017

LocalInternational
Fee-based
AUM
$133M
Per adviser
$133M
Advisers
1

No reported disclosures

Grimaldi Portfolio Solutions, INC

Wappingers Falls, NY · Est. 1996

Local
Fee-only
AUM
$133M
Per adviser
$67M
Advisers
2

No reported disclosures

Safran Wealth Advisors, LLC

New York, NY · Est. 2009

LocalInternational
Fee-based
AUM
$133M
Per adviser
$133M
Advisers
1

No reported disclosures

Ari Group, LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$133M
Per adviser
$33M
Advisers
4

No reported disclosures

Jll Partners Fch, INC.

New York, NY · Est. 2016

Local
Fee-only
AUM
$132M
Per adviser
$66M
Advisers
2

No reported disclosures

Rdg Capital Management LLC

Pittsford, NY · Est. 2024

Local
Fee-only
AUM
$132M
Per adviser
$66M
Advisers
2

No reported disclosures

Layline Advisors

Rochester, NY · Est. 2019

Local
Fee-based
AUM
$131M
Per adviser
$44M
Advisers
3

No reported disclosures

Ronin Equity Partners LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$131M
Per adviser
$26M
Advisers
5

No reported disclosures

Man Capital Management LLC

New York, NY · Est. 2009

LocalInternational
Fee-only
AUM
$131M
Per adviser
$16M
Advisers
8

No reported disclosures

Montgomery Capital Advisors LLC

New York, NY · Est. 2005

Local
Fee-only
AUM
$130M
Per adviser
$65M
Advisers
2

No reported disclosures

Wise Wealth Management, LLC

New York, NY · Est. 2010

Local
Fee-only
AUM
$130M
Per adviser
$65M
Advisers
2

No reported disclosures

Sophis Investments LLC

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$130M
Per adviser
$26M
Advisers
5

No reported disclosures

R. F. Lafferty & Co., INC.

New York, NY · Est. 2016

Local
Fee-only
AUM
$130M
Per adviser
$13M
Advisers
10

No reported disclosures

Hudson Heritage Capital Management, INC.

Croton-On-Hudson, NY · Est. 2008

Local
Fee-only
AUM
$129M
Per adviser
$64M
Advisers
2

No reported disclosures

Citigroup Alternative Investments LLC

New York, NY · Est. 2002

LocalInternational
Fee-only
AUM
$127M
Per adviser
$25M
Advisers
5

Bone Fide Wealth

New York, NY · Est. 2019

Local
Fee-based
AUM
$127M
Per adviser
$63M
Advisers
2

No reported disclosures

P&A Capital Advisors

New York, NY · Est. 2000

Local
Fee-only
AUM
$126M
Per adviser
$32M
Advisers
4

No reported disclosures

Adirondack Research & Management INC.

Guilderland, NY · Est. 2004

Local
Fee-only
AUM
$126M
Per adviser
$42M
Advisers
3

No reported disclosures

Liontree Partners LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$125M
Per adviser
$11M
Advisers
11

No reported disclosures

Downtown Investment Advisory

White Plains, NY · Est. 2017

LocalInternational
Fee-only
AUM
$125M
Per adviser
$125M
Advisers
1

No reported disclosures

Merryfield Barnes, LLC

Ithaca, NY · Est. 2011

Local
Fee-based
AUM
$124M
Per adviser
$62M
Advisers
2

No reported disclosures

Brooklawn Capital Advisors

New York, NY · Est. 2017

Local
Fee-based
AUM
$124M
Per adviser
$124M
Advisers
1

No reported disclosures

Valliance Asset Management LLC

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$123M
Per adviser
$123M
Advisers
1

No reported disclosures

Arkhouse

New York, NY · Est. 2024

Local
Fee-only
AUM
$123M
Per adviser
$31M
Advisers
4

No reported disclosures

Fsc Wealth Advisors, LLC

Fishkill, NY · Est. 2010

Local
Fee-based
AUM
$122M
Per adviser
$24M
Advisers
5

No reported disclosures

Connective Portfolio Management, LLC

New York, NY · Est. 2018

LocalInternational
Fee-only
AUM
$121M
Per adviser
$61M
Advisers
2

No reported disclosures

Jbglobal.Com LLC

New York, NY · Est. 2011

LocalInternational
Fee-only
AUM
$121M
Per adviser
$121M
Advisers
1

No reported disclosures

Marathon Partners Equity Management, LLC

New York, NY · Est. 2013

Local
Fee-only
AUM
$120M
Per adviser
$40M
Advisers
3

No reported disclosures

Exceed Advisory LLC

New York, NY · Est. 2014

Local
Fee-based
AUM
$119M
Per adviser
$60M
Advisers
2

No reported disclosures

Savvy Labs INC

New York, NY · Est. 2024

Local
Fee-based
AUM
$119M
Per adviser
$8M
Advisers
14

No reported disclosures

Bruckmann, Rosser, Sherrill & Co., Management, L.P.

New York, NY · Est. 2012

Local
Fee-only
AUM
$119M
Per adviser
$20M
Advisers
6

No reported disclosures

Hunt Investment Management, LLC

New York, NY · Est. 2009

Regional
Fee-only
AUM
$118M
Per adviser
$6M
Advisers
21

No reported disclosures

Buckram Securities Ltd

Locust Valley, NY · Est. 2017

Local
Fee-based
AUM
$117M
Per adviser
$59M
Advisers
2

No reported disclosures

Bh Asset Management, LLC

New York, NY · Est. 2010

Local
Fee-only
AUM
$117M
Per adviser
$59M
Advisers
2

No reported disclosures

Alsworth Capital Management, LLC

Corning, NY · Est. 2018

LocalInternational
Fee-only
AUM
$117M
Per adviser
$58M
Advisers
2

No reported disclosures

Hayes Asset Management, LLC

Rochester, NY · Est. 2006

Local
Fee-only
AUM
$117M
Per adviser
$29M
Advisers
4

No reported disclosures

Dynamic Trading Management, LLC.

White Plains, NY · Est. 2006

LocalInternational
Fee-only
AUM
$117M
Per adviser
$117M
Advisers
1

No reported disclosures

Serone Capital Management LLC

New York, NY · Est. 2026

LocalInternational
Fee-based
AUM
$116M
Per adviser
$58M
Advisers
2

No reported disclosures

Mpm Advisors Group LLC

Liverpool, NY · Est. 2025

Local
Fee-based
AUM
$116M
Per adviser
$58M
Advisers
2

No reported disclosures

Finhabits Advisors, LLC

New York, NY · Est. 2015

Local
Fee-only
AUM
$116M
Per adviser
$58M
Advisers
2

No reported disclosures

Ridgeline Productions LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$115M
Per adviser
$29M
Advisers
4

No reported disclosures

Kutz And Company INC.

Great Neck, NY · Est. 2017

Local
Fee-only
AUM
$115M
Per adviser
$58M
Advisers
2

No reported disclosures

Lightedway Advisory Services, INC.

Harrison, NY · Est. 2021

Local
Fee-only
AUM
$115M
Per adviser
$115M
Advisers
1

No reported disclosures

Engleson & Associates

Rochester, NY · Est. 2008

Local
Fee-based
AUM
$114M
Per adviser
$29M
Advisers
4

No reported disclosures

Atwob

Katonah, NY · Est. 2020

Local
Fee-based
AUM
$114M
Per adviser
$57M
Advisers
2

No reported disclosures

Municipal Asset Management INC

Rye Brook, NY · Est. 1994

Local
Fee-based
AUM
$113M
Per adviser
$38M
Advisers
3

No reported disclosures

Abbondandolo Wealth Management Corp

Glen Cove, NY · Est. 2014

Local
Fee-only
AUM
$112M
Per adviser
$112M
Advisers
1

No reported disclosures

Leeb Capital Management, INC.

New York, NY · Est. 1967

Regional
Fee-only
AUM
$112M
Per adviser
$28M
Advisers
4

No reported disclosures

The Quick Group LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$111M
Per adviser
$111M
Advisers
1

No reported disclosures

Summit Planning Group, INC.

E. Syracuse, NY · Est. 2021

Local
Fee-only
AUM
$111M
Per adviser
$111M
Advisers
1

Dumont Global LP

New York, NY · Est. 2020

Local
Fee-only
AUM
$111M
Per adviser
Advisers

No reported disclosures

Seacrest Investment Management, LLC

Purchase, NY · Est. 2010

RegionalInternational
Fee-only
AUM
$111M
Per adviser
$37M
Advisers
3

No reported disclosures

Fox Financial Services, INC.

White Plains, NY · Est. 2001

Local
Fee-only
AUM
$111M
Per adviser
$111M
Advisers
1

No reported disclosures

Mussett Wealth Management, LLC

Rensselaer, NY · Est. 2017

Local
Fee-only
AUM
$110M
Per adviser
$55M
Advisers
2

No reported disclosures

Quint Investments And Insurance

Wappingers Falls, NY · Est. 2020

Local
Fee-based
AUM
$110M
Per adviser
$14M
Advisers
8

No reported disclosures

Aigen Investment Management, LP

New York City, NY · Est. 2018

Local
Fee-based
AUM
$110M
Per adviser
$16M
Advisers
7

No reported disclosures

Cornerstone Professional Advisor Services, LLC

Garden City, NY · Est. 2002

Regional
Fee-only
AUM
$110M
Per adviser
$37M
Advisers
3

No reported disclosures

Meadowbrook Wealth Management, LLC

Garden City, NY · Est. 2017

Local
Fee-only
AUM
$110M
Per adviser
$55M
Advisers
2

No reported disclosures

Bentham Wealth Advisors

Williamsville, NY · Est. 2024

LocalInternational
Fee-based
AUM
$110M
Per adviser
$55M
Advisers
2

No reported disclosures

Aspire Advisors, LLC

North White Plains, NY · Est. 2013

LocalInternational
Fee-based
AUM
$109M
Per adviser
$18M
Advisers
6

No reported disclosures

Partners Capital Services, INC.

Hauppauge, NY · Est. 2014

Local
Fee-only
AUM
$109M
Per adviser
$9M
Advisers
12

No reported disclosures

Islet Management, LP

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$109M
Per adviser
$36M
Advisers
3

No reported disclosures

Privacore

New York, NY · Est. 2024

Local
Fee-only
AUM
$109M
Per adviser
$54M
Advisers
2

Greenbrook Management, LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$108M
Per adviser
$36M
Advisers
3

No reported disclosures

Peapod Lane Capital LLC

Bedford Hills, NY · Est. 2024

Local
Fee-only
AUM
$108M
Per adviser
$54M
Advisers
2

No reported disclosures

Federmann Financial Advisors INC.

Rocky Point, NY · Est. 2010

LocalInternational
Fee-based
AUM
$108M
Per adviser
$36M
Advisers
3

No reported disclosures

Newman Ladd Capital Advisors, LLC.

Camillus, NY · Est. 2014

Local
Fee-only
AUM
$108M
Per adviser
$54M
Advisers
2

No reported disclosures

Laidlaw Wealth Management LLC

New York, NY · Est. 2018

RegionalInternational
Fee-based
AUM
$108M
Per adviser
$22M
Advisers
5

No reported disclosures

1230 Advisors, LLC

Pound Ridge, NY · Est. 2021

Local
Fee-only
AUM
$106M
Per adviser
$106M
Advisers
1

No reported disclosures

Steward Advisors Group, LLC

Halfmoon, NY · Est. 2022

Regional
Fee-based
AUM
$105M
Per adviser
$13M
Advisers
8

No reported disclosures

Wallstreeti.Com

New York, NY · Est. 2021

Local
Fee-based
AUM
$105M
Per adviser
$105M
Advisers
1

No reported disclosures

Institutional Investment Advisors Corp

New York, NY · Est. 2013

LocalInternational
Fee-based
AUM
$105M
Per adviser
$105M
Advisers
1

No reported disclosures

Four Corners Financial

Melville, NY · Est. 2020

LocalInternational
Fee-based
AUM
$105M
Per adviser
$105M
Advisers
1

No reported disclosures

Cedarview Capital Management, LP

Woodmere, NY · Est. 2006

LocalInternational
Fee-only
AUM
$105M
Per adviser
$17M
Advisers
6

No reported disclosures

Invictus Timing Service Ltd

Westbury, NY · Est. 1986

Local
Fee-only
AUM
$103M
Per adviser
$103M
Advisers
1

No reported disclosures

Coast Capital Management, LP

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$103M
Per adviser
$51M
Advisers
2

No reported disclosures

Hunt Capital Management, LLC

New York, NY · Est. 2020

Regional
Fee-only
AUM
$102M
Per adviser
$5M
Advisers
21

No reported disclosures

Onewelth INC

New York, NY · Est. 2023

LocalInternational
Fee-based
AUM
$102M
Per adviser
$51M
Advisers
2

No reported disclosures

Cornwall Capital Management LP

New York, NY · Est. 2012

Local
Fee-only
AUM
$102M
Per adviser
$25M
Advisers
4

No reported disclosures

Blantyre Capital US LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$102M
Per adviser
$34M
Advisers
3

No reported disclosures

Bespoke Investment Group, LLC

Harrison, NY · Est. 2021

Local
Fee-only
AUM
$101M
Per adviser
$20M
Advisers
5

No reported disclosures

Rga Investment Advisors, LLC

Great Neck, NY · Est. 2021

Local
Fee-based
AUM
$101M
Per adviser
$25M
Advisers
4

No reported disclosures

Brave Eagle Wealth Management

New York, NY · Est. 2022

Local
Fee-based
AUM
$101M
Per adviser
$51M
Advisers
2

No reported disclosures

Social Investment Managers And Advisors, LLC

New York, NY · Est. 2020

LocalInternational
Fee-only
AUM
$101M
Per adviser
$25M
Advisers
4

No reported disclosures

Ferghana Investment Partners, LP

New York, NY · Est. 2025

Local
Fee-only
AUM
$100M
Per adviser
$25M
Advisers
4

No reported disclosures

Acacia Asset Management LLC

New York, NY · Est. 2017

Local
Fee-only
AUM
$100M
Per adviser
$100M
Advisers
1

No reported disclosures

Fama Fiduciary Wealth LLC

Rochester, NY · Est. 2013

Local
Fee-based
AUM
$100M
Per adviser
$100M
Advisers
1

No reported disclosures

Stonebridge Partners LLC

White Plains, NY · Est. 2012

LocalInternational
Fee-based
AUM
$99M
Per adviser
$33M
Advisers
3

No reported disclosures

13d Management LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$99M
Per adviser
$17M
Advisers
6

No reported disclosures

Arex Capital Management, LP

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$99M
Per adviser
$33M
Advisers
3

No reported disclosures

Waterfront Capital Partners LLC

New York, NY · Est. 2013

LocalInternational
Fee-only
AUM
$99M
Per adviser
$50M
Advisers
2

No reported disclosures

Lake Road Advisors, LLC

Corning, NY · Est. 2019

Regional
Fee-based
AUM
$99M
Per adviser
$49M
Advisers
2

No reported disclosures

Luther Forest Wealth Advisors, L.L.C.

Malta, NY · Est. 2007

LocalInternational
Fee-based
AUM
$99M
Per adviser
$33M
Advisers
3

No reported disclosures

Muzinich Direct Lending Adviser, LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$98M
Per adviser
$4M
Advisers
26

No reported disclosures

Lpk Investment Group, LLP

New York, NY · Est. 2015

LocalInternational
Fee-based
AUM
$98M
Per adviser
$5M
Advisers
18

No reported disclosures

Manispace Capital

New York, NY · Est. 2025

LocalInternational
Fee-based
AUM
$97M
Per adviser
$97M
Advisers
1

No reported disclosures

Aspire Strategist Portfolios LLC

New York, NY · Est. 2023

Regional
Fee-based
AUM
$97M
Per adviser
$32M
Advisers
3

No reported disclosures

Stratacore Capital Management, LLC.

New York, NY · Est. 2020

Local
Fee-only
AUM
$97M
Per adviser
$49M
Advisers
2

No reported disclosures

Uob Global Capital LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$97M
Per adviser
$24M
Advisers
4

No reported disclosures

Sm Investors

New York, NY · Est. 2011

LocalInternational
Fee-only
AUM
$95M
Per adviser
$48M
Advisers
2

No reported disclosures

Nosuris, INC.

Lynbrook, NY · Est. 2026

Local
Fee-based
AUM
$95M
Per adviser
$48M
Advisers
2

No reported disclosures

Mon Capital Management LLC

New York, NY · Est. 2024

Local
Fee-based
AUM
$95M
Per adviser
$95M
Advisers
1

No reported disclosures

Lyon Capital Management, LLC

Pittsford, NY · Est. 2012

Local
Fee-only
AUM
$95M
Per adviser
$47M
Advisers
2

No reported disclosures

Wingspan Capital, LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$95M
Per adviser
$95M
Advisers
1

No reported disclosures

Circle N Advisors, LLC

Fishkill, NY · Est. 2015

Local
Fee-only
AUM
$94M
Per adviser
$47M
Advisers
2

No reported disclosures

Bayridge Financial Group, INC.

Rockville Centre, NY · Est. 2018

Local
Fee-only
AUM
$94M
Per adviser
$31M
Advisers
3

No reported disclosures

Luesink Stenstrom Financial

New York, NY · Est. 2020

Local
Fee-based
AUM
$94M
Per adviser
$47M
Advisers
2

No reported disclosures

Gravity Capital Management LLC

New York, NY · Est. 2020

Local
Fee-based
AUM
$94M
Per adviser
$47M
Advisers
2

No reported disclosures

Target Rock Wealth Management, LLC

New York, NY · Est. 2024

RegionalInternational
Fee-based
AUM
$94M
Per adviser
$24M
Advisers
4

No reported disclosures

Walnut Investment Services LLC

Brooklyn, NY · Est. 2023

LocalInternational
Fee-only
AUM
$94M
Per adviser
$47M
Advisers
2

No reported disclosures

Henley & Company Wealth Management LLC

Uniondale, NY · Est. 2012

LocalInternational
Fee-only
AUM
$94M
Per adviser
$31M
Advisers
3

Voss Wealth Management

Endicott, NY · Est. 2026

Regional
Fee-based
AUM
$94M
Per adviser
$94M
Advisers
1

No reported disclosures

Thinking Big Financial

Brooklyn, NY · Est. 2022

Local
Fee-based
AUM
$93M
Per adviser
$47M
Advisers
2

No reported disclosures

Oppenheimer + Close, LLC

New York, NY · Est. 1989

LocalInternational
Fee-only
AUM
$93M
Per adviser
$19M
Advisers
5

No reported disclosures

Tekmen Wells LLC

New York, NY · Est. 2013

Local
Fee-based
AUM
$92M
Per adviser
$46M
Advisers
2

No reported disclosures

Buffalo First Wealth Management, LLC

Williamsville, NY · Est. 2020

Local
Fee-based
AUM
$92M
Per adviser
$23M
Advisers
4

No reported disclosures

Pura Vida Investments, LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$91M
Per adviser
$91M
Advisers
1

No reported disclosures

Conrad Capital Management, INC.

Hauppauge, NY · Est. 2001

LocalInternational
Fee-only
AUM
$91M
Per adviser
$45M
Advisers
2

No reported disclosures

Weatherhelm Capital Management LLC

Cambridge, NY · Est. 2015

Local
Fee-only
AUM
$91M
Per adviser
$45M
Advisers
2

No reported disclosures

Washington Square Capital Management LLC

New York, NY · Est. 2015

LocalInternational
Fee-based
AUM
$90M
Per adviser
$45M
Advisers
2

No reported disclosures

Oak Crest Advisory, LLC

Rochester, NY · Est. 2022

Local
Fee-based
AUM
$90M
Per adviser
$30M
Advisers
3

No reported disclosures

Weiss Financial Group LLC

Mahopac, NY · Est. 2011

Local
Fee-based
AUM
$90M
Per adviser
$45M
Advisers
2

No reported disclosures

Prolific Solutions

New York, NY · Est. 2022

Local
Fee-based
AUM
$88M
Per adviser
$44M
Advisers
2

No reported disclosures

Lexion Capital Management LP

New York, NY · Est. 2012

Local
Fee-based
AUM
$88M
Per adviser
$88M
Advisers
1

No reported disclosures

Ibn Financial Services, INC

Liverpool, NY · Est. 2017

Local
Fee-only
AUM
$88M
Per adviser
$6M
Advisers
15

The Wealthplan LLC

Great Neck, NY · Est. 2024

Local
Fee-based
AUM
$87M
Per adviser
$87M
Advisers
1

No reported disclosures

Yearwood Young Advisors

Brooklyn, NY · Est. 2023

LocalInternational
Fee-based
AUM
$87M
Per adviser
$87M
Advisers
1

No reported disclosures

Lk Financial Planning LLC

New York, NY · Est. 2015

Local
Fee-based
AUM
$87M
Per adviser
$87M
Advisers
1

No reported disclosures

Seahorse Financial Advisers INC.

Millbrook, NY · Est. 2013

Regional
Fee-only
AUM
$87M
Per adviser
$87M
Advisers
1

No reported disclosures

Eagan Capital Management, LLC

Fayetteville, NY · Est. 2008

Local
Fee-only
AUM
$86M
Per adviser
$86M
Advisers
1

No reported disclosures

Mace Capital Management, LLC

New York, NY · Est. 2007

Local
Fee-based
AUM
$86M
Per adviser
$86M
Advisers
1

No reported disclosures

Arrow Investment Management, LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$86M
Per adviser
$29M
Advisers
3

No reported disclosures

Private Equity Investors, INC.

New York, NY · Est. 2012

Local
Fee-only
AUM
$85M
Per adviser
$28M
Advisers
3

No reported disclosures

Atw Spac Management LLC

New York, NY · Est. 2021

LocalInternational
Fee-based
AUM
$85M
Per adviser
$21M
Advisers
4

No reported disclosures

Idyllic Partners Manager, LP

Sleepy Hollow, NY · Est. 2026

LocalInternational
Fee-only
AUM
$85M
Per adviser
$85M
Advisers
1

No reported disclosures

Group Rmc Investment Advisor LLC

New York, NY · Est. 2024

Local
Fee-based
AUM
$85M
Per adviser
$42M
Advisers
2

No reported disclosures

Erez Asset Management, LLC

New Rochelle, NY · Est. 2025

Local
Fee-only
AUM
$84M
Per adviser
$84M
Advisers
1

No reported disclosures

Complete Advisors

Valley Stream, NY · Est. 2020

Local
Fee-based
AUM
$84M
Per adviser
$42M
Advisers
2

No reported disclosures

Lehmann, Livian, Fridson Advisors, LLC

New York, NY · Est. 2014

LocalInternational
Fee-only
AUM
$84M
Per adviser
$42M
Advisers
2

No reported disclosures

Western New York Financial Group, LLC

Buffalo, NY · Est. 2019

Local
Fee-based
AUM
$84M
Per adviser
$42M
Advisers
2

No reported disclosures

Greycliff Wealth Management, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$84M
Per adviser
$21M
Advisers
4

Double Duty Money Management LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$84M
Per adviser
$28M
Advisers
3

No reported disclosures

Northstar Capital Funds, LLC

New York, NY · Est. 2006

Local
Fee-only
AUM
$83M
Per adviser
$28M
Advisers
3

No reported disclosures

Lumiere Financial

New York, NY · Est. 2022

RegionalInternational
Fee-based
AUM
$83M
Per adviser
$17M
Advisers
5

No reported disclosures

Hyjc Capital Of Wny

Lakeville, NY · Est. 2024

Local
Fee-based
AUM
$83M
Per adviser
$41M
Advisers
2

No reported disclosures

Winthrop Partners - Epa, LLC

Buffalo, NY · Est. 2015

LocalInternational
Fee-based
AUM
$82M
Per adviser
$27M
Advisers
3

No reported disclosures

Ivesta Corp

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$82M
Per adviser
$41M
Advisers
2

L&L Partners Wealth Management, LLC

Suffern, NY · Est. 2017

LocalInternational
Fee-only
AUM
$82M
Per adviser
$41M
Advisers
2

No reported disclosures

Dasta Investments LLC

New York, NY · Est. 2021

Local
Fee-based
AUM
$82M
Per adviser
$41M
Advisers
2

No reported disclosures

Betteredge Capital LLC

New York, NY · Est. 2025

LocalInternational
Fee-based
AUM
$81M
Per adviser
$81M
Advisers
1

No reported disclosures

Colucci Wealth Management LLC

Brightwaters, NY · Est. 2025

Local
Fee-only
AUM
$81M
Per adviser
$81M
Advisers
1

No reported disclosures

Mollot & Hardy, INC.

Amherst, NY · Est. 2018

Local
Fee-only
AUM
$81M
Per adviser
$40M
Advisers
2

No reported disclosures

Nottingham Wealth Partners, INC.

Syracuse, NY · Est. 2021

Regional
Fee-based
AUM
$80M
Per adviser
$27M
Advisers
3

No reported disclosures

Ever Green Wealth Management, LLC

Victor, NY · Est. 2019

Local
Fee-only
AUM
$80M
Per adviser
$80M
Advisers
1

No reported disclosures

Abernathy Group II LLC

New York, NY · Est. 2010

Local
Fee-only
AUM
$80M
Per adviser
$80M
Advisers
1

No reported disclosures

Federal Prep

Bohemia, NY · Est. 2020

Regional
Fee-only
AUM
$80M
Per adviser
$27M
Advisers
3

No reported disclosures

Seaport Global Asset Management LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$80M
Per adviser
$80M
Advisers
1

No reported disclosures

2xideas

New York, NY · Est. 2023

Local
Fee-only
AUM
$80M
Per adviser
$40M
Advisers
2

No reported disclosures

Minerva Wealth Advisory

New York, NY · Est. 2020

Local
Fee-based
AUM
$80M
Per adviser
$40M
Advisers
2

No reported disclosures

Constellation Asset Management, INC.

Fayetteville, NY · Est. 2018

Local
Fee-based
AUM
$79M
Per adviser
$79M
Advisers
1

No reported disclosures

Queenbridge Capital, LLC

Pittsford, NY · Est. 2022

Local
Fee-only
AUM
$79M
Per adviser
$26M
Advisers
3

No reported disclosures

Pathway Partners Wealth Advisors, LLC

Amherst, NY · Est. 2024

Local
Fee-based
AUM
$79M
Per adviser
$13M
Advisers
6

Bruderman Private Wealth

Locust Valley, NY · Est. 2022

LocalInternational
Fee-based
AUM
$79M
Per adviser
$20M
Advisers
4

No reported disclosures

Revere Wealth Management LLC

New York, NY · Est. 2017

Local
Fee-only
AUM
$78M
Per adviser
$11M
Advisers
7

No reported disclosures

Amazz Investment Management, INC.

Williamsville, NY · Est. 2015

Local
Fee-based
AUM
$78M
Per adviser
$78M
Advisers
1

No reported disclosures

Pearl Lane Advisors, LLC

New York, NY · Est. 2014

Local
Fee-only
AUM
$78M
Per adviser
$11M
Advisers
7

No reported disclosures

Arrowhead Investment Management LLC

White Plains, NY · Est. 2017

Local
Fee-only
AUM
$78M
Per adviser
$19M
Advisers
4

No reported disclosures

Gps Financial, LLC

Pittsford, NY · Est. 2017

Local
Fee-based
AUM
$77M
Per adviser
$77M
Advisers
1

No reported disclosures

Dryden Capital, LLC

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$77M
Per adviser
$77M
Advisers
1

No reported disclosures

Cathay Capital Na, LLC

New York, NY · Est. 2015

LocalInternational
Fee-only
AUM
$77M
Per adviser
$19M
Advisers
4

No reported disclosures

O Asset Management LLC

Fairport, NY · Est. 2025

Local
Fee-only
AUM
$76M
Per adviser
$7M
Advisers
11

No reported disclosures

Sqn Capital Management, LLC

New York, NY · Est. 2012

Local
Fee-based
AUM
$75M
Per adviser
$75M
Advisers
1

Kane Financial

Waterville, NY · Est. 2021

Local
Fee-based
AUM
$75M
Per adviser
$38M
Advisers
2

No reported disclosures

Clover Leaf Financial LLC

Fairport, NY · Est. 2025

Local
Fee-based
AUM
$75M
Per adviser
$38M
Advisers
2

No reported disclosures

Mountain Pass Planning

Hopewell Junction, NY · Est. 2021

Local
Fee-based
AUM
$75M
Per adviser
$75M
Advisers
1

No reported disclosures

Hlv Ventures

Hauppauge, NY · Est. 2025

Local
Fee-only
AUM
$75M
Per adviser
$6M
Advisers
12

No reported disclosures

Financial Planning Associates, LLC

White Plains, NY · Est. 2014

Local
Fee-only
AUM
$75M
Per adviser
$75M
Advisers
1

No reported disclosures

Lytle Investments

Grand Island, NY · Est. 2018

Local
Fee-only
AUM
$74M
Per adviser
$25M
Advisers
3

No reported disclosures

Sage Hill Advisory And Management LLC

Saratoga Springs, NY · Est. 2009

Local
Fee-based
AUM
$73M
Per adviser
$24M
Advisers
3

No reported disclosures

Countryside Financial LLC

Williamsville, NY · Est. 2025

Local
Fee-based
AUM
$73M
Per adviser
$24M
Advisers
3

No reported disclosures

Tactical Rotation Management, LLC

Forest Hills, NY · Est. 2024

Local
Fee-only
AUM
$73M
Per adviser
$73M
Advisers
1

No reported disclosures

Periphas Capital, LP

New York, NY · Est. 2023

Local
Fee-only
AUM
$73M
Per adviser
$18M
Advisers
4

No reported disclosures

Wpm Wealth Advisors LLC

Saratoga Springs, NY · Est. 2021

Local
Fee-only
AUM
$72M
Per adviser
$24M
Advisers
3

R. Seeger Wealth Management, Ltd

Lindenhurst, NY · Est. 2021

Local
Fee-only
AUM
$72M
Per adviser
$72M
Advisers
1

No reported disclosures

Franco Financial Advisors, INC.

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$72M
Per adviser
$36M
Advisers
2

No reported disclosures

Silver Advisors, LLC

New York, NY · Est. 2021

Local
Fee-based
AUM
$72M
Per adviser
$72M
Advisers
1

No reported disclosures

Obra Fund Management, LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$72M
Per adviser
$2M
Advisers
40

No reported disclosures

Schultze Asset Management, LP

Rye Brook, NY · Est. 2003

LocalInternational
Fee-only
AUM
$72M
Per adviser
$18M
Advisers
4

No reported disclosures

Hv Capital Management

Montgomery, NY · Est. 2025

Local
Fee-based
AUM
$72M
Per adviser
$36M
Advisers
2

No reported disclosures

Madison Global Advisors LLC

Hauppauge, NY · Est. 2022

Local
Fee-only
AUM
$71M
Per adviser
$9M
Advisers
8

No reported disclosures

Azura Partners US LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$71M
Per adviser
$12M
Advisers
6

No reported disclosures

Main Street Financial

Purchase, NY · Est. 2012

Local
Fee-only
AUM
$71M
Per adviser
$24M
Advisers
3

No reported disclosures

Monthie Wealth Advisors

Latham, NY · Est. 2024

Local
Fee-based
AUM
$71M
Per adviser
$36M
Advisers
2

No reported disclosures

Fiduciary Management Group, LLC

New York, NY · Est. 2013

Local
Fee-based
AUM
$71M
Per adviser
$71M
Advisers
1

No reported disclosures

Percent Advisors LLC

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$70M
Per adviser
$35M
Advisers
2

No reported disclosures

Ibn Advisory Services, INC.

Liverpool, NY · Est. 2018

Local
Fee-only
AUM
$70M
Per adviser
$9M
Advisers
8

No reported disclosures

Rochester Investments

Rochester, NY · Est. 2020

Local
Fee-based
AUM
$70M
Per adviser
$70M
Advisers
1

No reported disclosures

Capital Management Associates INC

New York, NY · Est. 1982

Local
Fee-only
AUM
$69M
Per adviser
$23M
Advisers
3

No reported disclosures

Shield Wealth Advisors

Williamsville, NY · Est. 2020

Local
Fee-only
AUM
$68M
Per adviser
$34M
Advisers
2

No reported disclosures

Bleecker Street Capital Management, LLC

Brooklyn, NY · Est. 2025

Local
Fee-only
AUM
$68M
Per adviser
$11M
Advisers
6

No reported disclosures

Parlin Advisors LLC

Hague, NY · Est. 2021

Local
Fee-only
AUM
$68M
Per adviser
$68M
Advisers
1

No reported disclosures

Iconoclastic Capital Management LLC

Rochester, NY · Est. 2025

Local
Fee-based
AUM
$68M
Per adviser
$23M
Advisers
3

No reported disclosures

Peak Altitude Partners, LP

New York, NY · Est. 2026

Regional
Fee-based
AUM
$68M
Per adviser
$17M
Advisers
4

No reported disclosures

Occam Capital Management, LLC

Pittsford, NY · Est. 2001

Local
Fee-only
AUM
$67M
Per adviser
$67M
Advisers
1

No reported disclosures

Honeoye Falls Capital LLC

Honeoye Falls, NY · Est. 2025

Local
Fee-based
AUM
$67M
Per adviser
$34M
Advisers
2

No reported disclosures

Vanquour LLC

New York, NY · Est. 2021

Local
Fee-based
AUM
$67M
Per adviser
$22M
Advisers
3

No reported disclosures

Alinea Advisory Services LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$67M
Per adviser
$67M
Advisers
1

No reported disclosures

Clarion Call Capital

New York, NY · Est. 2024

Local
Fee-only
AUM
$66M
Per adviser
$66M
Advisers
1

No reported disclosures

C & C Financial Services, INC.

Great Neck, NY · Est. 1994

Local
Fee-based
AUM
$66M
Per adviser
$66M
Advisers
1

No reported disclosures

Ace & Company New York, INC.

New York, NY · Est. 2019

LocalInternational
Fee-based
AUM
$66M
Per adviser
$16M
Advisers
4

No reported disclosures

Innovative Family Office LLC

Somers, NY · Est. 2024

Regional
Fee-only
AUM
$66M
Per adviser
$8M
Advisers
8

No reported disclosures

Shope Advisors Group

Camillus, NY · Est. 2022

Local
Fee-only
AUM
$66M
Per adviser
$66M
Advisers
1

No reported disclosures

Stewardship Financial Planning

Irvington, NY · Est. 2023

Local
Fee-based
AUM
$66M
Per adviser
$66M
Advisers
1

No reported disclosures

Eagle'S Crest Advisors, LLC

Huntington, NY · Est. 2025

Local
Fee-based
AUM
$65M
Per adviser
$22M
Advisers
3

No reported disclosures

N Financial Plans

Huntington, NY · Est. 2025

Local
Fee-based
AUM
$65M
Per adviser
$65M
Advisers
1

No reported disclosures

Malatai Capital LLC

New York, NY · Est. 2021

LocalInternational
Fee-based
AUM
$65M
Per adviser
$22M
Advisers
3

No reported disclosures

Vazirani Asset Management LLC

New York, NY · Est. 2019

Local
Fee-only
AUM
$65M
Per adviser
$22M
Advisers
3

No reported disclosures

Rosci Lamb, LLC

New York, NY · Est. 2025

LocalInternational
Fee-based
AUM
$65M
Per adviser
$65M
Advisers
1

No reported disclosures

Peconic Asset Planning

Riverhead, NY · Est. 2022

Local
Fee-only
AUM
$65M
Per adviser
$65M
Advisers
1

No reported disclosures

Mint Asset Management LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$65M
Per adviser
$22M
Advisers
3

No reported disclosures

Hudson View Advisors, LLC

Croton-On-Hudson, NY · Est. 2017

Local
Fee-based
AUM
$64M
Per adviser
$64M
Advisers
1

No reported disclosures

Serenity Capital Advisors INC.

Pittsford, NY · Est. 2025

Local
Fee-only
AUM
$64M
Per adviser
$64M
Advisers
1

No reported disclosures

Sloan Advisory Group, INC.

Glens Falls, NY · Est. 2016

Local
Fee-based
AUM
$64M
Per adviser
$64M
Advisers
1

No reported disclosures

Wealthunite Advisors, LLC

Manhasset, NY · Est. 2018

LocalInternational
Fee-only
AUM
$63M
Per adviser
$63M
Advisers
1

No reported disclosures

Corinthian Partners Asset Management LLC

New York, NY · Est. 2019

Local
Fee-based
AUM
$63M
Per adviser
$16M
Advisers
4

No reported disclosures

Advisor Financial Services, INC.

Chatham, NY · Est. 2018

Local
Fee-based
AUM
$63M
Per adviser
$63M
Advisers
1

No reported disclosures

Leslie Marie Giordano

Garden City, NY · Est. 2020

Local
Fee-only
AUM
$63M
Per adviser
$63M
Advisers
1

No reported disclosures

Mountain View Strategic Wealth, LLC

Hopewell Junction, NY · Est. 2024

Local
Fee-based
AUM
$63M
Per adviser
$63M
Advisers
1

No reported disclosures

Birch Wealth Management

Rome, NY · Est. 2021

Local
Fee-only
AUM
$62M
Per adviser
$31M
Advisers
2

No reported disclosures

Hawks Point Capital Partners LLC

Rye Brook, NY · Est. 2021

Local
Fee-only
AUM
$61M
Per adviser
$20M
Advisers
3

No reported disclosures

Anchor Capital Management, LLC

Ithaca, NY · Est. 2014

Local
Fee-based
AUM
$61M
Per adviser
$20M
Advisers
3

No reported disclosures

Kineo Capital LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$61M
Per adviser
$20M
Advisers
3

No reported disclosures

Iqcio LLC

New York, NY · Est. 2016

Local
Fee-only
AUM
$61M
Per adviser
$30M
Advisers
2

No reported disclosures

Atla Capital Management LLC

New York, NY · Est. 2023

Local
Fee-based
AUM
$61M
Per adviser
$30M
Advisers
2

No reported disclosures

Blackstone Real Estate Advisors V L.P.

New York, NY · Est. 2005

Regional
Fee-only
AUM
$60M
Per adviser
$313,415.104
Advisers
192

No reported disclosures

Goldiron Gp LLC

New York, NY · Est. 2019

Local
Fee-based
AUM
$60M
Per adviser
$60M
Advisers
1

No reported disclosures

R & R Financial Planners, INC.

East Meadow, NY · Est. 2023

Local
Fee-only
AUM
$60M
Per adviser
$30M
Advisers
2

No reported disclosures

Halo Investment Services, LLC

Manhasset, NY · Est. 2023

Local
Fee-only
AUM
$60M
Per adviser
$3M
Advisers
21

No reported disclosures

Liberty Wealth Managers

New York, NY · Est. 2022

Local
Fee-only
AUM
$60M
Per adviser
$60M
Advisers
1

No reported disclosures

Quantel Asset Management LLC

New York, NY · Est. 2020

LocalInternational
Fee-based
AUM
$60M
Per adviser
$60M
Advisers
1

No reported disclosures

Wyser-Pratte Management Co., INC.

Bedford Hills, NY · Est. 1992

LocalInternational
Fee-only
AUM
$59M
Per adviser
$59M
Advisers
1

Capital Insights Group Of Wny, LLC.

Buffalo, NY · Est. 2023

Local
Fee-based
AUM
$59M
Per adviser
$20M
Advisers
3

No reported disclosures

Helianth Investment Management LLC

Port Chester, NY · Est. 2022

LocalInternational
Fee-based
AUM
$58M
Per adviser
$58M
Advisers
1

No reported disclosures

Truck Capital

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$58M
Per adviser
$10M
Advisers
6

No reported disclosures

One Hopper Asset Management

Utica, NY · Est. 2022

Local
Fee-only
AUM
$58M
Per adviser
$29M
Advisers
2

No reported disclosures

Princeton Value Partners LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$57M
Per adviser
$57M
Advisers
1

No reported disclosures

Network Investment Advisors Incorporated

Commack, NY · Est. 2018

Local
Fee-based
AUM
$57M
Per adviser
$57M
Advisers
1

No reported disclosures

Ngc Financial, LLC

Bayside, NY · Est. 2023

Local
Fee-based
AUM
$57M
Per adviser
$57M
Advisers
1

No reported disclosures

Newoak Asset Management LLC

New York, NY · Est. 2014

Local
Fee-based
AUM
$57M
Per adviser
$19M
Advisers
3

No reported disclosures

Moment Advisors, LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
$56M
Per adviser
$19M
Advisers
3

No reported disclosures

Szop Multistrat Management LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$56M
Per adviser
$14M
Advisers
4

No reported disclosures

Sidus Investment Management, LLC

New York, NY · Est. 2012

LocalInternational
Fee-only
AUM
$55M
Per adviser
$28M
Advisers
2

No reported disclosures

Jc Miano Investment Advisory Service

Utica, NY · Est. 2007

Local
Fee-only
AUM
$55M
Per adviser
$55M
Advisers
1

No reported disclosures

Westmore Asset Management

Pearl River, NY · Est. 2012

LocalInternational
Fee-based
AUM
$54M
Per adviser
$54M
Advisers
1

No reported disclosures

Alpha

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$54M
Per adviser
$54M
Advisers
1

No reported disclosures

Valorem LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$54M
Per adviser
$54M
Advisers
1

No reported disclosures

Magnifina, LLC

Bedford Hills, NY · Est. 2020

Local
Fee-based
AUM
$54M
Per adviser
$54M
Advisers
1

No reported disclosures

Lt Advisors LLC

New City, NY · Est. 2024

Local
Fee-based
AUM
$54M
Per adviser
$54M
Advisers
1

No reported disclosures

Visdom Investment Group LLC

Rye Brook, NY · Est. 2024

Local
Fee-only
AUM
$53M
Per adviser
$13M
Advisers
4

No reported disclosures

Kb & Partners Management Co LLC

New York, NY · Est. 2000

Local
Fee-only
AUM
$53M
Per adviser
$18M
Advisers
3

Roosevelt Management Company LLC

New York, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$52M
Per adviser
$2M
Advisers
30

No reported disclosures

42 Am, LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
$52M
Per adviser
$10M
Advisers
5

No reported disclosures

Main Street Management Company

Aquebogue, NY · Est. 2024

Local
Fee-only
AUM
$52M
Per adviser
$26M
Advisers
2

No reported disclosures

Stash Wealth, LLC

New York, NY · Est. 2024

Local
Fee-based
AUM
$52M
Per adviser
$26M
Advisers
2

No reported disclosures

Purevest

Staten Island, NY · Est. 2022

LocalInternational
Fee-based
AUM
$52M
Per adviser
$26M
Advisers
2

No reported disclosures

Legado Wealth Management LLC

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$51M
Per adviser
$51M
Advisers
1

No reported disclosures

Bpbi LLC

New York, NY · Est. 2017

LocalInternational
Fee-only
AUM
$51M
Per adviser
$51M
Advisers
1

No reported disclosures

Seaway Advisors

Fairport, NY · Est. 2015

Local
Fee-only
AUM
$51M
Per adviser
$25M
Advisers
2

No reported disclosures

Endicott Group

New York, NY · Est. 2012

Local
Fee-only
AUM
$51M
Per adviser
$13M
Advisers
4

No reported disclosures

Carosa, Stanton & Depaolo Asset Management, LLC

Mendon, NY · Est. 1996

Local
Fee-only
AUM
$51M
Per adviser
$25M
Advisers
2

No reported disclosures

Piano Wealth Management

Victor, NY · Est. 2024

Local
Fee-based
AUM
$51M
Per adviser
$51M
Advisers
1

No reported disclosures

Personal Asset Strategies, INC.

Westbury, NY · Est. 2004

Local
Fee-based
AUM
$51M
Per adviser
$25M
Advisers
2

No reported disclosures

Lowell Road Asset Management, INC.

Manhasset, NY · Est. 2014

Local
Fee-only
AUM
$50M
Per adviser
$25M
Advisers
2

No reported disclosures

Spp Credit Advisors II LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$50M
Per adviser
$8M
Advisers
6

No reported disclosures

One68 Global Capital, LLC

New York, NY · Est. 2016

Local
Fee-only
AUM
$50M
Per adviser
$13M
Advisers
4

No reported disclosures

Foxpath Capital Partners LP

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$50M
Per adviser
$10M
Advisers
5

No reported disclosures

Hudson Companies

Pearl River, NY · Est. 2012

Local
Fee-based
AUM
$49M
Per adviser
$49M
Advisers
1

Kpc Terrapin Group LLC

New York, NY · Est. 2017

Local
Fee-based
AUM
$49M
Per adviser
$49M
Advisers
1

No reported disclosures

Swarthmore Asset Management Ltd

New York, NY · Est. 1992

Local
Fee-based
AUM
$49M
Per adviser
$49M
Advisers
1

No reported disclosures

Krane Capital Management, LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$48M
Per adviser
$4M
Advisers
12

No reported disclosures

American Wealth Administration Group LLC

Glen Cove, NY · Est. 2016

LocalInternational
Fee-based
AUM
$48M
Per adviser
$24M
Advisers
2

No reported disclosures

Asa Asset Management LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$48M
Per adviser
$5M
Advisers
9

No reported disclosures

Hilbert 8, LLC

New York, NY · Est. 2016

LocalInternational
Fee-only
AUM
$47M
Per adviser
$16M
Advisers
3

No reported disclosures

Davis Capital Advisors, LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$47M
Per adviser
$47M
Advisers
1

No reported disclosures

Cbf Advisors, LLC

New York, NY · Est. 2019

Local
Fee-only
AUM
$47M
Per adviser
$9M
Advisers
5

No reported disclosures

Cambridge Advisors, LLC

Williamsville, NY · Est. 2018

LocalInternational
Fee-based
AUM
$47M
Per adviser
$47M
Advisers
1

No reported disclosures

Boerum Hill Financial Advisors LLC

Brooklyn, NY · Est. 2024

Local
Fee-based
AUM
$46M
Per adviser
$46M
Advisers
1

No reported disclosures

Integrity Advisory Partners LLC

New York, NY · Est. 2023

Local
Fee-based
AUM
$46M
Per adviser
$23M
Advisers
2

No reported disclosures

Quantessence Capital

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$45M
Per adviser
$23M
Advisers
2

No reported disclosures

Capra Ibex Credit Opportunities, LLC

New York, NY · Est. 2024

LocalInternational
Fee-based
AUM
$45M
Per adviser
$11M
Advisers
4

No reported disclosures

Capra Credit Management, LLC

New York, NY · Est. 2019

LocalInternational
Fee-only
AUM
$45M
Per adviser
$23M
Advisers
2

No reported disclosures

Coastal Wealth Management

New York, NY · Est. 2023

Local
Fee-only
AUM
$45M
Per adviser
$45M
Advisers
1

No reported disclosures

Lincoln Park Capital LLC

Olean, NY · Est. 2024

Local
Fee-only
AUM
$45M
Per adviser
$45M
Advisers
1

No reported disclosures

Bryden-Abrams Investment Management LLC

New York, NY · Est. 2007

Local
Fee-based
AUM
$45M
Per adviser
$23M
Advisers
2

No reported disclosures

Elkwater Capital

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$45M
Per adviser
$45M
Advisers
1

No reported disclosures

Winthrop Partners - Wpa , LLC

Buffalo, NY · Est. 2015

Regional
Fee-based
AUM
$44M
Per adviser
$22M
Advisers
2

No reported disclosures

Transparent Wealth Consulting LLC

New York, NY · Est. 2017

Local
Fee-based
AUM
$44M
Per adviser
$44M
Advisers
1

No reported disclosures

Acme Credit Partners

New York, NY · Est. 2024

Local
Fee-only
AUM
$44M
Per adviser
$11M
Advisers
4

No reported disclosures

Domain Money Advisors, LLC

New York, NY · Est. 2021

Local
Fee-based
AUM
$43M
Per adviser
$3M
Advisers
14

No reported disclosures

Stuyvesant Capital Management Corporation

Armonk, NY · Est. 1978

Local
Fee-only
AUM
$43M
Per adviser
$43M
Advisers
1

No reported disclosures

Arrival Capital Management LLC

New York, NY · Est. 2025

LocalInternational
Fee-only
AUM
$42M
Per adviser
$42M
Advisers
1

No reported disclosures

Simpleadvisory LLC

Garden City, NY · Est. 2025

Local
Fee-based
AUM
$42M
Per adviser
$21M
Advisers
2

No reported disclosures

Qapital Invest, LLC

New York, NY · Est. 2017

Local
Fee-based
AUM
$42M
Per adviser
$42M
Advisers
1

No reported disclosures

Pricap Advisors LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$42M
Per adviser
$21M
Advisers
2

No reported disclosures

Wgs Management Services, INC

Rochester, NY · Est. 2026

Local
Fee-only
AUM
$42M
Per adviser
$42M
Advisers
1

No reported disclosures

Neiman Funds Management LLC

Williamsvillie, NY · Est. 2009

Local
Fee-only
AUM
$41M
Per adviser
$21M
Advisers
2

No reported disclosures

Twentythree Advisory

New York, NY · Est. 2025

Local
Fee-only
AUM
$41M
Per adviser
$41M
Advisers
1

No reported disclosures

Mcneill Capital, LLC

Saratoga Springs, NY · Est. 2024

Local
Fee-based
AUM
$41M
Per adviser
$41M
Advisers
1

No reported disclosures

O'Brien Capital Management, INC.

Nyack, NY · Est. 2021

Local
Fee-based
AUM
$41M
Per adviser
$41M
Advisers
1

No reported disclosures

Magellan Financial Solutions LLC

Warwick, NY · Est. 2024

Local
Fee-based
AUM
$40M
Per adviser
$40M
Advisers
1

No reported disclosures

Cio Capital Group LLC

New York, NY · Est. 2025

Regional
Fee-only
AUM
$40M
Per adviser
$20M
Advisers
2

No reported disclosures

Four Points Advisors, LLC

New York, NY · Est. 2020

Local
Fee-only
AUM
$40M
Per adviser
$4M
Advisers
11

No reported disclosures

2201 Capital, LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
$40M
Per adviser
$20M
Advisers
2

No reported disclosures

Manhattan Wealth Management Group

New York, NY · Est. 2025

Local
Fee-based
AUM
$40M
Per adviser
$40M
Advisers
1

No reported disclosures

Msress III Manager, L.L.C.

New York, NY · Est. 2006

Regional
Fee-only
AUM
$40M
Per adviser
$232,984.088
Advisers
170

No reported disclosures

Ihs Wealth Management LLC

Oyster Bay, NY · Est. 2026

Local
Fee-based
AUM
$39M
Per adviser
$20M
Advisers
2

No reported disclosures

Gilead Capital LP

New York, NY · Est. 2016

Local
Fee-only
AUM
$39M
Per adviser
$13M
Advisers
3

No reported disclosures

Amidon & Petersen Financials, LLC

Albany, NY · Est. 2015

Local
Fee-based
AUM
$39M
Per adviser
$39M
Advisers
1

No reported disclosures

Peak Wealth Management

Saratoga Springs, NY · Est. 2024

Local
Fee-based
AUM
$39M
Per adviser
$39M
Advisers
1

No reported disclosures

Clearview Financial Planning, INC.

Southold, NY · Est. 2021

Local
Fee-based
AUM
$38M
Per adviser
$38M
Advisers
1

No reported disclosures

Artesian Capital Management (Delaware) LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$38M
Per adviser
$9M
Advisers
4

No reported disclosures

Paramount Wealth Advisors

Buffalo, NY · Est. 2026

Local
Fee-based
AUM
$38M
Per adviser
$19M
Advisers
2

No reported disclosures

Palladium Heritage Management, LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$37M
Per adviser
$19M
Advisers
2

No reported disclosures

Dark Horse Wealth LLC

Cazenovia, NY · Est. 2025

Local
Fee-only
AUM
$37M
Per adviser
$37M
Advisers
1

No reported disclosures

Gemcorp Capital Advisors LLC

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$37M
Per adviser
$37M
Advisers
1

No reported disclosures

Bertolet Capital LLC

New York, NY · Est. 2003

Local
Fee-only
AUM
$36M
Per adviser
$36M
Advisers
1

No reported disclosures

Eudaimonia Wealth

Buffalo, NY · Est. 2025

Local
Fee-based
AUM
$36M
Per adviser
$36M
Advisers
1

No reported disclosures

Rabenold Advisors, INC.

Williamsville, NY · Est. 2026

Local
Fee-only
AUM
$36M
Per adviser
$36M
Advisers
1

No reported disclosures

Tag Associates Florida LLC

New York, NY · Est. 2023

Local
Fee-based
AUM
$35M
Per adviser
$2M
Advisers
23

No reported disclosures

Wealthnest Capital INC.

Staten Island, NY · Est. 2026

LocalInternational
Fee-based
AUM
$35M
Per adviser
$17M
Advisers
2

No reported disclosures

Berenberg Asset Management LLC

New York, NY · Est. 2014

Regional
Fee-only
AUM
$35M
Per adviser
$2M
Advisers
17

No reported disclosures

Grenda Group

Buffalo, NY · Est. 2014

Local
Fee-based
AUM
$35M
Per adviser
$17M
Advisers
2

Empower Private Wealth

New York, NY · Est. 2024

Local
Fee-based
AUM
$35M
Per adviser
$35M
Advisers
1

No reported disclosures

Westchester Capital Partners, LLC

Valhalla, NY · Est. 2012

LocalInternational
Fee-only
AUM
$34M
Per adviser
Advisers

No reported disclosures

Telsey Consumer Fund Management LP

New York, NY · Est. 2022

Local
Fee-based
AUM
$34M
Per adviser
$34M
Advisers
1

No reported disclosures

Benjamin Securities, INC.

Albany, NY · Est. 1987

Local
Fee-only
AUM
$34M
Per adviser
$11M
Advisers
3

No reported disclosures

Viridian Capital

Purchase, NY · Est. 2025

Local
Fee-only
AUM
$33M
Per adviser
$7M
Advisers
5

No reported disclosures

Leo Wealth Management, LLC

Staten Island, NY · Est. 2025

Local
Fee-based
AUM
$33M
Per adviser
$33M
Advisers
1

No reported disclosures

Sage Tree Wealth

Fairport, NY · Est. 2018

Local
Fee-based
AUM
$33M
Per adviser
$16M
Advisers
2

No reported disclosures

Lunin-Pack Planning And Advice, LLC

Cold Spring, NY · Est. 2024

Local
Fee-based
AUM
$32M
Per adviser
$16M
Advisers
2

No reported disclosures

Dja Capital Management, LP

New York, NY · Est. 2024

Local
Fee-only
AUM
$32M
Per adviser
$16M
Advisers
2

No reported disclosures

Mavros Capital Management, LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$32M
Per adviser
$11M
Advisers
3

No reported disclosures

Cambridge Wealth Management, LLC

Cambridge, NY · Est. 2021

Local
Fee-based
AUM
$32M
Per adviser
$32M
Advisers
1

No reported disclosures

Kenmar Preferred Investments, LLC

New York, NY · Est. 2015

Local
Fee-based
AUM
$31M
Per adviser
$16M
Advisers
2

No reported disclosures

Whippoorwill Associates INC

White Plains, NY · Est. 1993

LocalInternational
Fee-only
AUM
$31M
Per adviser
$31M
Advisers
1

No reported disclosures

Manikay Partners

New York, NY · Est. 2011

Local
Fee-only
AUM
$31M
Per adviser
$31M
Advisers
1

No reported disclosures

Wharton Wealth Planning, LLC

New York, NY · Est. 2026

Local
Fee-based
AUM
$31M
Per adviser
$31M
Advisers
1

No reported disclosures

Unfcu Advisors LLC

Long Island City, NY · Est. 2006

Local
Fee-based
AUM
$30M
Per adviser
$8M
Advisers
4

No reported disclosures

Alphyn Capital Management LLC

Hicksville, NY · Est. 2025

Local
Fee-only
AUM
$30M
Per adviser
$30M
Advisers
1

No reported disclosures

Emerge Capital Management

Buffalo, NY · Est. 2018

Local
Fee-based
AUM
$30M
Per adviser
$15M
Advisers
2

No reported disclosures

Castfirm Advisors LLC

Garden City, NY · Est. 2026

Local
Fee-based
AUM
$30M
Per adviser
$10M
Advisers
3

No reported disclosures

Lotus Investment Advisors

Rye, NY · Est. 2014

Local
Fee-only
AUM
$30M
Per adviser
$30M
Advisers
1

No reported disclosures

Old Bellows Partners L.P.

New York, NY · Est. 2012

LocalInternational
Fee-based
AUM
$30M
Per adviser
$6M
Advisers
5

No reported disclosures

Port Capital Management

Massapequa, NY · Est. 2026

Local
Fee-only
AUM
$30M
Per adviser
$30M
Advisers
1

No reported disclosures

S. Williams Capital, LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$29M
Per adviser
$29M
Advisers
1

No reported disclosures

Ardinall Investment Management LP

New York, NY · Est. 2025

Local
Fee-only
AUM
$29M
Per adviser
$14M
Advisers
2

No reported disclosures

Sip Financial Services

Glenville, NY · Est. 2026

Local
Fee-based
AUM
$28M
Per adviser
$28M
Advisers
1

No reported disclosures

Dominari Securities LLC

New York, NY · Est. 2013

Local
Fee-only
AUM
$28M
Per adviser
$4M
Advisers
8

No reported disclosures

Derivaty Co

White Plains, NY · Est. 2020

Local
Fee-only
AUM
$28M
Per adviser
$14M
Advisers
2

No reported disclosures

Eden Advisory Services, LLC

Albany, NY · Est. 2026

Local
Fee-based
AUM
$28M
Per adviser
$14M
Advisers
2

No reported disclosures

Maidstone Wealth Management, LLC

Cambridge, NY · Est. 2025

Local
Fee-only
AUM
$27M
Per adviser
$27M
Advisers
1

No reported disclosures

Avrio Wealth LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$27M
Per adviser
$9M
Advisers
3

No reported disclosures

Rosecliff Capital Advisory LLC

New York, NY · Est. 2021

Local
Fee-only
AUM
$27M
Per adviser
$14M
Advisers
2

No reported disclosures

Global Listing Accelerator

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$27M
Per adviser
$5M
Advisers
6

No reported disclosures

Ddo Advisory Services, LLC

Rhinebeck, NY · Est. 2024

Local
Fee-only
AUM
$27M
Per adviser
$27M
Advisers
1

No reported disclosures

Safe Harbor Asset Management, INC.

Huntington, NY · Est. 2014

Local
Fee-based
AUM
$27M
Per adviser
$13M
Advisers
2

No reported disclosures

Karagosian Financial Services, INC

Croton On Hudson, NY · Est. 2021

LocalInternational
Fee-only
AUM
$27M
Per adviser
$27M
Advisers
1

No reported disclosures

Quantbase

New York, NY · Est. 2021

Local
Fee-based
AUM
$27M
Per adviser
$27M
Advisers
1

No reported disclosures

Spring Street Wealth

New York, NY · Est. 2025

Local
Fee-based
AUM
$26M
Per adviser
$26M
Advisers
1

No reported disclosures

Investall, INC.

New York, NY · Est. 2017

Local
Fee-based
AUM
$26M
Per adviser
$3M
Advisers
9

Triaxx Asset Management LLC

New York, NY · Est. 2006

Local
Fee-based
AUM
$26M
Per adviser
$26M
Advisers
1

No reported disclosures

Simco Financial

Canandaigua, NY · Est. 2025

Local
Fee-only
AUM
$26M
Per adviser
$26M
Advisers
1

No reported disclosures

Derryrush Wealth

West Sayville, NY · Est. 2025

Local
Fee-based
AUM
$26M
Per adviser
$26M
Advisers
1

No reported disclosures

Fruitful

New York, NY · Est. 2022

Local
Fee-only
AUM
$25M
Per adviser
$1M
Advisers
17

No reported disclosures

Allies Capital Management

New York, NY · Est. 2022

Local
Fee-based
AUM
$25M
Per adviser
$25M
Advisers
1

No reported disclosures

Passive Management LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$23M
Per adviser
$11M
Advisers
2

No reported disclosures

Public Advisors LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$19M
Per adviser
$9M
Advisers
2

No reported disclosures

Kahn Brothers Asset Management Corp

New York, NY · Est. 1988

Local
Fee-only
AUM
$18M
Per adviser
$6M
Advisers
3

Spp Credit Advisors LLC

New York, NY · Est. 2021

Local
Fee-based
AUM
$15M
Per adviser
$3M
Advisers
6

No reported disclosures

Peo Partners, LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
$13M
Per adviser
$3M
Advisers
5

No reported disclosures

Ar�Ne Capital Management LP

New York, NY · Est. 2026

LocalInternational
Fee-only
AUM
$13M
Per adviser
$3M
Advisers
4

No reported disclosures

Moneylion

New York, NY · Est. 2017

Local
Fee-based
AUM
$12M
Per adviser
Advisers

No reported disclosures

E. Magnus Oppenheim & Co. INC.

New York, NY · Est. 1978

Local
Fee-only
AUM
$10M
Per adviser
$10M
Advisers
1

J.P.Morgan Wealth Management Solutions INC.

New York, NY · Est. 2025

Local
Fee-based
AUM
$9M
Per adviser
$817,673.909
Advisers
11

No reported disclosures

Tinicum Venture Partners LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$9M
Per adviser
$9M
Advisers
1

No reported disclosures

M.D. Sass-Macquarie Financial Strategies Management Company, LLC

New York, NY · Est. 2004

Local
Fee-only
AUM
$8M
Per adviser
$3M
Advisers
3

No reported disclosures

Masterworks Advisers, LLC

New York, NY · Est. 2023

LocalInternational
Fee-based
AUM
$8M
Per adviser
$620,304.923
Advisers
13

No reported disclosures

Stonecastle Asset Management, LLC

New York, NY · Est. 2013

Local
Fee-only
AUM
$8M
Per adviser
$8M
Advisers
1

No reported disclosures

Hypatia Capital Management LLC

New York, NY · Est. 2022

Local
Fee-only
AUM
$7M
Per adviser
$3M
Advisers
2

No reported disclosures

Outerlands Capital Management, LLC

New York, NY · Est. 2023

LocalInternational
Fee-based
AUM
$7M
Per adviser
$2M
Advisers
4

No reported disclosures

Ct Investment Management Co., LLC

New York, NY · Est. 2012

Local
Fee-only
AUM
$7M
Per adviser
$2M
Advisers
4

No reported disclosures

Aspire Wealth Advisory Group, LLC

New York, NY · Est. 2025

Local
Fee-based
AUM
$6M
Per adviser
$6M
Advisers
1

No reported disclosures

Lionshares LLC

Brooklyn, NY · Est. 2025

Local
Fee-only
AUM
$6M
Per adviser
$6M
Advisers
1

No reported disclosures

Sauberan & Company, LLC

Lockport, NY · Est. 1991

Local
Fee-only
AUM
$6M
Per adviser
$6M
Advisers
1

No reported disclosures

Revolut Wealth INC.

New York, NY · Est. 2023

Local
Fee-only
AUM
$6M
Per adviser
$1M
Advisers
5

No reported disclosures

Adler Asset Management, LLC

New York, NY · Est. 2018

Local
Fee-only
AUM
$4M
Per adviser
$4M
Advisers
1

No reported disclosures

21shares US LLC

New York, NY · Est. 2023

LocalInternational
Fee-only
AUM
$4M
Per adviser
$438,446.6
Advisers
10

No reported disclosures

Meta Investment Management Company LLC

Brooklyn, NY · Est. 2021

Local
Fee-only
AUM
$4M
Per adviser
$4M
Advisers
1

No reported disclosures

Msa Power Funds LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
$3M
Per adviser
$2M
Advisers
2

No reported disclosures

Worth Charting LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
$3M
Per adviser
$1M
Advisers
2

No reported disclosures

Procapita Partners, LLC

New York, NY · Est. 2019

Local
Fee-based
AUM
$1M
Per adviser
$1M
Advisers
1

No reported disclosures

Elphinstone

New York, NY · Est. 2021

LocalInternational
Fee-only
AUM
$1M
Per adviser
$1M
Advisers
1

No reported disclosures

Pmc Wealth, LLC

Clarence, NY · Est. 2025

Local
Fee-only
AUM
$550,000
Per adviser
$275,000
Advisers
2

No reported disclosures

Valley Financial Management, INC.

New York, NY · Est. 2018

Local
Fee-only
AUM
$473,254
Per adviser
$94,650.8
Advisers
5

Pinnacle Advisors LLC

East Syracuse, NY · Est. 1996

Local
Fee-only
AUM
$433,140
Per adviser
$216,570
Advisers
2

No reported disclosures

Wealthmeup Advisors LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$75,931
Per adviser
$37,965.5
Advisers
2

No reported disclosures

Vantar

New York, NY · Est. 2024

LocalInternational
Fee-only
AUM
$40,000
Per adviser
$40,000
Advisers
1

No reported disclosures

Omen Advisory, LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$36,000
Per adviser
$36,000
Advisers
1

No reported disclosures

Wealthie Advisors

Brooklyn, NY · Est. 2026

Local
Fee-only
AUM
$27,322
Per adviser
$13,661
Advisers
2

No reported disclosures

Valur Robo Advisors

New York, NY · Est. 2022

LocalInternational
Fee-only
AUM
$26,526
Per adviser
$26,526
Advisers
1

No reported disclosures

Musaffa LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
$2,000
Per adviser
$2,000
Advisers
1

No reported disclosures

Laufer Wealth Management, LLC

Babylon, NY · Est. 2017

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Koehler Asset Management

Babylon, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Dahab Associates INC

Bay Shore, NY · Est. 1986

Local
Fee-based
AUM
Per adviser
Advisers
19

No reported disclosures

Unified Retirement Planning Group

Briarcliff Manor, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Treasury Interactive Investment Advisers LLC

Brooklyn, NY · Est. 2023

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Autonomous Wealth Management LLC

Brooklyn, NY · Est. 2025

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Schonfeld Wealth Management, LLC

Brooklyn, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Raijin Ai

Brooklyn, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Pension Fund Evaluations, INC.

Centereach, NY · Est. 1980

Local
Fee-based
AUM
Per adviser
Advisers
2

Greg Jennings, LLC

Dewitt, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Plh Family Office, LLC

Garden City, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Sykon Asset Management LLC

Harrison, NY · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Reynolds Consulting Services LLC

Hicksville, NY · Est. 2006

Local
Fee-based
AUM
Per adviser
Advisers
4

No reported disclosures

Mhi Funds, LLC

Kingston, NY · Est. 2015

Local
Fee-only
AUM
Per adviser
Advisers
12

No reported disclosures

Quan Vest Consultants INC

Manhasset, NY · Est. 1984

Local
Fee-based
AUM
Per adviser
Advisers
6

No reported disclosures

Deutsche Bank Securities INC.

New York, NY · Est. 1973

Regional
Fee-based
AUM
Per adviser
Advisers
134

Neuberger Berman Bd LLC

New York, NY · Est. 1966

Local
Fee-only
AUM
Per adviser
Advisers
775

No reported disclosures

Needham & Company, LLC

New York, NY · Est. 2004

Regional
Fee-based
AUM
Per adviser
Advisers
57

Mma Securities LLC

New York, NY · Est. 2015

National
Fee-based
AUM
Per adviser
Advisers
164

No reported disclosures

Schafer Cullen Capital Management INC

New York, NY · Est. 1983

Local
Fee-only
AUM
Per adviser
Advisers
17

No reported disclosures

Alliancebernstein Corporation

New York, NY · Est. 1991

Local
Fee-based
AUM
Per adviser
Advisers

Smbc Asset Management, INC.

New York, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
3

No reported disclosures

Ice Data Pricing & Reference Data, LLC

New York, NY · Est. 1998

National
Fee-based
AUM
Per adviser
Advisers
215

Morgan Stanley Real Estate Advisor, INC.

New York, NY · Est. 2003

Regional
Fee-only
AUM
Per adviser
Advisers
170

No reported disclosures

Mazars Wealth Advisors

New York, NY · Est. 2005

Local
Fee-based
AUM
Per adviser
Advisers

No reported disclosures

Strategas Securities, LLC Dba Strategas Research Partners

New York, NY · Est. 2019

Local
Fee-based
AUM
Per adviser
Advisers
15

No reported disclosures

Greylock Peak Investments, LLC

New York, NY · Est. 2020

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Ladder Capital Asset Management LLC

New York, NY · Est. 2021

Local
Fee-based
AUM
Per adviser
Advisers
12

No reported disclosures

Alaia Capital, LLC

New York, NY · Est. 2015

Local
Fee-based
AUM
Per adviser
Advisers
3

No reported disclosures

Bofa Securities, INC.

New York, NY · Est. 2018

Regional
Fee-based
AUM
Per adviser
Advisers
317

Jefferies Research Services LLC

New York, NY · Est. 2018

Regional
Fee-based
AUM
Per adviser
Advisers
221

No reported disclosures

Harness Wealth

New York, NY · Est. 2019

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Klingenstein Fields Advisors

New York, NY · Est. 2019

Local
Fee-based
AUM
Per adviser
Advisers

No reported disclosures

Smartasset

New York, NY · Est. 2020

Local
Fee-based
AUM
Per adviser
Advisers

No reported disclosures

Hyve

New York, NY · Est. 2022

Local
Fee-based
AUM
Per adviser
Advisers

No reported disclosures

Addigence Corporation

New York, NY · Est. 2025

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Financehq LLC

New York, NY · Est. 2023

Local
Fee-based
AUM
Per adviser
Advisers

No reported disclosures

Wolfe Research Advisors, LLC

New York, NY · Est. 2023

Local
Fee-only
AUM
Per adviser
Advisers
143

No reported disclosures

Bryant Park Funding Clo Management LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
Per adviser
Advisers

No reported disclosures

Mrbl Management, LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
Per adviser
Advisers
3

No reported disclosures

Tiaa Wealth Investment Management LLC

New York, NY · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Tradeup Wealth Management, INC.

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
5

No reported disclosures

Wealth Forward Advisors

New York, NY · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Scia Ny

New York, NY · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Fmac Management LLC

New York, NY · Est. 2026

Regional
Fee-only
AUM
Per adviser
Advisers
4

Apollo Mps Management, LLC

New York, NY · Est. 2025

National
Fee-only
AUM
Per adviser
Advisers
912

Cantor Fitzgerald Energy Advisors, LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Hurricane Advisor Solutions

New York, NY · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Jack Creek Partners LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Framework Digital Advisors

New York, NY · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Franklin Templeton Private Markets Adviser, LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Antarctica Saf Partners, LLC

New York, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
13

No reported disclosures

Sagewood Capital Management LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
3

No reported disclosures

Alta Asset Management, LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
13

No reported disclosures

Applied Academics

New York, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
13

No reported disclosures

Guggenheim Asset-Backed Finance Company, LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers

No reported disclosures

Anchr Technologies Ria LLC

New York, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

The Operators Fund Investment Management, L.P.

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Forvm Global Investments LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Park Road Partners LP

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
5

No reported disclosures

Jm Financial Private Wealth, INC.

New York, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Lionhunter Capital Management LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Overwatch Capital Advisors LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
4

Ramp Advisory LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
3

No reported disclosures

Harrison Fiduciary Group

New York, NY · Est. 2017

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Itau Bba USA Securities, INC.

New York, NY · Est. 2023

Local
Fee-based
AUM
Per adviser
Advisers
26

Berenson Capital Management, LLC

New York, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Ccaventus Global Credit Management LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
7

No reported disclosures

Sharpe Advisors, LLC

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Rockford Tower Asset Management, L.L.C.

New York, NY · Est. 2026

Regional
Fee-only
AUM
Per adviser
Advisers
99

No reported disclosures

Cion Investment Management II, LLC

New York, NY · Est. 2019

Local
Fee-only
AUM
Per adviser
Advisers
12

No reported disclosures

Meraki Capital Partners LP

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
4

No reported disclosures

Third Point Private Capital LLC

New York, NY · Est. 2024

Local
Fee-only
AUM
Per adviser
Advisers
68

No reported disclosures

United Advisors Investment Management, LLC

New York, NY · Est. 2013

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Instinet, LLC

New York, NY · Est. 2016

Local
Fee-based
AUM
Per adviser
Advisers

Amber Road Investors LP

New York, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Nomura Securities International, INC.

New York, NY · Est. 2012

Local
Fee-based
AUM
Per adviser
Advisers
14

Ecobridge Capital Management LP

New York, NY · Est. 2024

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Bear Stearns Asset Management INC.

New York, NY · Est. 1987

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Bx Reit Advisors L.L.C.

New York, NY · Est. 2017

Regional
Fee-only
AUM
Per adviser
Advisers
378

No reported disclosures

Bernstein Institutional Services LLC

New York, NY · Est. 2024

Regional
Fee-based
AUM
Per adviser
Advisers
92

Blue Horizon Equity, INC.

Pittsford, NY · Est. 2026

Regional
Fee-based
AUM
Per adviser
Advisers
45

No reported disclosures

Factorpoint Planning, LLC

Pittsford, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Upstate Advisers INC

Pittsford, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
1

No reported disclosures

Now Asset Management LLC

Purchase, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Stone Oak Capital LLC

Rochester, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
2

Veneroso Wealth Management

Woodbury, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures