AdvisorGrade

Financial advisers in New York City, NY

11 registered investment adviser firms in New York City managing $42.1B in assets, based on public SEC Form ADV filings.

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

Vise Ai Advisors

New York City, NY · Est. 2019

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

Qsemble Capital Management, LP

New York City, NY · Est. 2018

LocalInternational
Fee-only
AUM
$2.0B
Per adviser
$391M
Advisers
5

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

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

J. Stern & Co., LLC

New York City, NY · Est. 2023

Local
Fee-only
AUM
$609M
Per adviser
Advisers

No reported disclosures

Valueworks, LLC

New York City, NY · Est. 2001

LocalInternational
Fee-only
AUM
$577M
Per adviser
$192M
Advisers
3

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

Empery Asset Management, LP

New York City, NY · Est. 2021

LocalInternational
Fee-based
AUM
$262M
Per adviser
$87M
Advisers
3

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