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For asset managers
AdvisorIQ

Ranking, New York

Independent RIAs with the biggest asset gains over one year in New York

As of October 2, 2026, Cerity Partners LLC ranked #1 in New York in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $38.8 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Cerity Partners LLC New York $38.8 billion
2 Arax Advisory Partners New York $19.2 billion
3 Betterment New York $13.2 billion
4 Wealthspire Advisors New York $8.5 billion
5 Vise AI Advisors New York City $6.3 billion
6 BBR Partners, LLC New York $5.3 billion
7 Savvy New York $3.7 billion
8 First Manhattan Co. LLC New York $3.6 billion
9 Ritholtz Wealth Management New York $3.0 billion
10 Stelac Advisory Services LLC New York $2.2 billion
11 Tiedemann Advisors, LLC New York $2.0 billion
12 Compound Planning, Inc. New York $1.8 billion
13 Maridea Wealth Management Brooklyn $1.5 billion
14 Joel Isaacson & Co., LLC New York $1.3 billion
15 Williams Jones Wealth Management, LLC New York $855.7 million
16 Klingman and Associates, LLC New York $828.2 million
17 Beau Morgan Advisors Pittsford $792.7 million
18 Cannell & Spears LLC New York $675.8 million
19 Carrick Lane LLC New York $645.3 million
20 Douglass Winthrop Advisors LLC New York $634.2 million
21 Tocqueville Asset Management LP New York $579.4 million
22 Avestar Capital, LLC New York $535.4 million
23 Strategic Financial Services Utica $525.7 million
24 Seeds New York $515.6 million
25 Autopilot New York $430.4 million
26 Bridgewater Advisors Inc. New York $430.1 million
27 Shade Tree Advisors LLC Saratoga Springs $428.6 million
28 Levin Capital Strategies, L.P. New York $412.7 million
29 Howe and Rusling, Inc. Rochester $409.0 million
30 Quent Capital, LLC New York $406.8 million
31 Magnus Financial Group LLC New York $380.2 million
32 Focused Wealth Management, Inc. Newburgh $377.9 million
33 United Asset Strategies Inc. Garden City $373.4 million
34 Onyx Bridge Wealth Group LLC Tarrytown $369.5 million
35 Steinberganna Wealth Management LLC Huntington $369.4 million
36 Navis Wealth Advisors LLC Rye Brook $361.5 million
37 Next Capital Management LLC New York $350.6 million
38 John W. Bristol & Co., Inc. New York $349.3 million
39 Karpus Investment Management Pittsford $344.2 million
40 Matauro, LLC New York $344.2 million
41 Whitney & Company Rochester $339.8 million
42 Rock Harbor Partners LLC Larchmont $338.8 million
43 Tortoise Investment Management, LLC White Plains $336.1 million
44 Legacy Edge Advisors Syosset $332.6 million
45 Quartz Partners Investment Management Saratoga Springs $330.9 million
46 Meyer Handelman Company LLC Rye Brook $316.1 million
47 Next Level Private LLC Harrison $315.2 million
48 Novem Group Rochester $304.0 million
49 Greenline Partners New York $302.5 million
50 Kershner, Grosso & Co. Saratoga Spring $300.7 million
51 Shufro, Rose & Co., LLC New York $298.2 million
52 Linden Global Strategies LLC New York $291.9 million
53 Level Financial Advisors, Inc. East Amherst $291.0 million
54 Osprey Private Wealth LLC New York $286.3 million
55 Zoe Financial, Inc. New York $283.5 million
56 WNY Asset Management, LLC Williamsville $278.8 million
57 Sgroi Wealth Advisory Group LLC West Seneca $272.2 million
58 Capital Counsel LLC New York $271.1 million
59 Fusion Family Wealth, LLC Woodbury $239.7 million
60 The Portfolio Strategy Group, LLC White Plains $236.0 million
61 High Probability Advisors, LLC Pittsford $232.9 million
62 Chemistry Wealth Management LLC New York $230.8 million
63 Sanderson Wealth Management, LLC Buffalo $230.0 million
64 Rialto Wealth Management Syracuse $222.2 million
65 Brooklyn FI, LLC Brooklyn $221.6 million
66 Beatrice Advisors LP New York $217.7 million
67 Sterling Investment Counsel, LLC Buffalo $215.0 million
68 Douglas C. Lane & Associates New York $210.0 million
69 Opal Wealth Advisors, LLC Jericho $209.0 million
70 Offit Capital New York $207.5 million
71 Matrix Asset Advisors Inc White Plains $205.4 million
72 Cordoba Advisory Partners LLC New York $204.8 million
73 Bouchey Financial Group, Ltd. Troy $203.3 million
74 The Pinnacle Financial Group Rockville Centre $199.7 million
75 Ascent Wealth Partners, LLC New Hartford $195.6 million
76 Hudson Capital Advisory, Inc. Buffalo $194.7 million
77 The Wealth Alliance, LLC Melville $194.6 million
78 Tsa Management Inc Glen Head $194.5 million
79 LVW Advisors, LLC Pittsford $190.1 million
80 Cove Private Wealth, LLC Oyster Bay $185.6 million
81 Grandfield & Dodd, LLC New York $184.6 million
82 Ascend Interplay, LLC New York $184.4 million
83 J.J. Burns & Company Melville $183.4 million
84 Lifegoal Investments, LLC Saratoga Springs $181.0 million
85 Rockbridge Investment Management, LLC Syracuse $176.7 million
86 Altfest Personal Wealth Management New York $175.8 million
87 Retirable New York $170.3 million
88 Sandhill Investment Management Buffalo $170.3 million
89 Hollow Brook Wealth Management LLC Katonah $170.1 million
90 Equinum, LLC Brooklyn $169.4 million
91 Reagan Companies Asset Management, Inc Syracuse $168.5 million
92 Pincus Capital Management, LP New York $161.5 million
93 O'Keefe Stevens Advisory, Inc. Rochester $160.7 million
94 Seasons of Advice Wealth Management New York $155.7 million
95 Armbruster Capital Management, Inc. Pittsford $154.3 million
96 Seneca Financial Advisors LLC Rochester $153.6 million
97 King Wealth Management Group, LLC Saratoga Springs $152.8 million
98 John G. Ullman & Associates, Inc Horseheads $151.0 million
99 Goalvest Advisory LLC New York $149.2 million
100 Independent Family Office, LLC Albany $142.3 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.