# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/new-york/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: New York
- firms_listed: 100
- rows: rank: 1, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 38826831090, base_value: 122848693051, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 2, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 19205883967, base_value: 7319089239, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 3, crd: 149117, firm: Betterment, city: New York, state: NY, value: 13155808857, base_value: 56368684129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 4, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 8536104402, base_value: 25786873286, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 5, crd: 301761, firm: Vise AI Advisors, city: New York City, state: NY, value: 6349897246, base_value: 2176414941, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301761/; rank: 6, crd: 109688, firm: BBR Partners, LLC, city: New York, state: NY, value: 5315900000, base_value: 31177300000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109688/; rank: 7, crd: 318493, firm: Savvy, city: New York, state: NY, value: 3705726313, base_value: 1295318161, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318493/; rank: 8, crd: 325281, firm: First Manhattan Co. LLC, city: New York, state: NY, value: 3646530449, base_value: 34439571092, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325281/; rank: 9, crd: 168652, firm: Ritholtz Wealth Management, city: New York, state: NY, value: 2964310321, base_value: 6459181176, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168652/; rank: 10, crd: 145103, firm: Stelac Advisory Services LLC, city: New York, state: NY, value: 2226059376, base_value: 4060308136, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145103/; rank: 11, crd: 147189, firm: Tiedemann Advisors, LLC, city: New York, state: NY, value: 1969756843, base_value: 29043170554, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147189/; rank: 12, crd: 171787, firm: Compound Planning, Inc., city: New York, state: NY, value: 1823278033, base_value: 3025356111, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171787/; rank: 13, crd: 325523, firm: Maridea Wealth Management, city: Brooklyn, state: NY, value: 1502355980, base_value: 469226780, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325523/; rank: 14, crd: 152450, firm: Joel Isaacson & Co., LLC, city: New York, state: NY, value: 1284566251, base_value: 8039009854, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152450/; rank: 15, crd: 301925, firm: Williams Jones Wealth Management, LLC, city: New York, state: NY, value: 855683444, base_value: 11618864682, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301925/; rank: 16, crd: 125618, firm: Klingman and Associates, LLC, city: New York, state: NY, value: 828169246, base_value: 4836523207, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125618/; rank: 17, crd: 336355, firm: Beau Morgan Advisors, city: Pittsford, state: NY, value: 792715306, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336355/; rank: 18, crd: 142633, firm: Cannell & Spears LLC, city: New York, state: NY, value: 675829000, base_value: 6316371000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142633/; rank: 19, crd: 309148, firm: Carrick Lane LLC, city: New York, state: NY, value: 645325000, base_value: 2384425000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309148/; rank: 20, crd: 108680, firm: Douglass Winthrop Advisors LLC, city: New York, state: NY, value: 634229997, base_value: 5822615954, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108680/; rank: 21, crd: 105690, firm: Tocqueville Asset Management LP, city: New York, state: NY, value: 579380125, base_value: 9660385107, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105690/; rank: 22, crd: 287525, firm: Avestar Capital, LLC, city: New York, state: NY, value: 535373743, base_value: 1531369044, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287525/; rank: 23, crd: 109677, firm: Strategic Financial Services, city: Utica, state: NY, value: 525667131, base_value: 2281912091, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109677/; rank: 24, crd: 308909, firm: Seeds, city: New York, state: NY, value: 515604741, base_value: 485628448, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308909/; rank: 25, crd: 331749, firm: Autopilot, city: New York, state: NY, value: 430385770, base_value: 461989873, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331749/; rank: 26, crd: 109826, firm: Bridgewater Advisors Inc., city: New York, state: NY, value: 430084491, base_value: 2136285351, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109826/; rank: 27, crd: 289905, firm: Shade Tree Advisors LLC, city: Saratoga Springs, state: NY, value: 428609645, base_value: 1025542386, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289905/; rank: 28, crd: 137147, firm: Levin Capital Strategies, L.P., city: New York, state: NY, value: 412671622, base_value: 1246801756, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137147/; rank: 29, crd: 104627, firm: Howe and Rusling, Inc., city: Rochester, state: NY, value: 408977373, base_value: 2026253586, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104627/; rank: 30, crd: 308203, firm: Quent Capital, LLC, city: New York, state: NY, value: 406770416, base_value: 1647915798, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308203/; rank: 31, crd: 289423, firm: Magnus Financial Group LLC, city: New York, state: NY, value: 380246990, base_value: 1945865246, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289423/; rank: 32, crd: 154828, firm: Focused Wealth Management, Inc., city: Newburgh, state: NY, value: 377913898, base_value: 1890919902, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154828/; rank: 33, crd: 107434, firm: United Asset Strategies Inc., city: Garden City, state: NY, value: 373400000, base_value: 1844600000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107434/; rank: 34, crd: 306097, firm: Onyx Bridge Wealth Group LLC, city: Tarrytown, state: NY, value: 369467631, base_value: 1000901317, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306097/; rank: 35, crd: 335680, firm: Steinberganna Wealth Management LLC, city: Huntington, state: NY, value: 369383270, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335680/; rank: 36, crd: 311171, firm: Navis Wealth Advisors LLC, city: Rye Brook, state: NY, value: 361539914, base_value: 540686352, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311171/; rank: 37, crd: 110793, firm: Next Capital Management LLC, city: New York, state: NY, value: 350560362, base_value: 1784921125, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110793/; rank: 38, crd: 105597, firm: John W. Bristol & Co., Inc., city: New York, state: NY, value: 349333332, base_value: 6716574477, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105597/; rank: 39, crd: 110275, firm: Karpus Investment Management, city: Pittsford, state: NY, value: 344196148, base_value: 3951184737, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110275/; rank: 40, crd: 333038, firm: Matauro, LLC, city: New York, state: NY, value: 344193126, base_value: 703091658, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333038/; rank: 41, crd: 117307, firm: Whitney & Company, city: Rochester, state: NY, value: 339843857, base_value: 1150646873, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117307/; rank: 42, crd: 322545, firm: Rock Harbor Partners LLC, city: Larchmont, state: NY, value: 338808318, base_value: 2326798331, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322545/; rank: 43, crd: 128723, firm: Tortoise Investment Management, LLC, city: White Plains, state: NY, value: 336074981, base_value: 1731785545, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128723/; rank: 44, crd: 328064, firm: Legacy Edge Advisors, city: Syosset, state: NY, value: 332607547, base_value: 896164407, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328064/; rank: 45, crd: 174327, firm: Quartz Partners Investment Management, city: Saratoga Springs, state: NY, value: 330910973, base_value: 281034901, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174327/; rank: 46, crd: 107309, firm: Meyer Handelman Company LLC, city: Rye Brook, state: NY, value: 316065509, base_value: 2921100517, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107309/; rank: 47, crd: 313247, firm: Next Level Private LLC, city: Harrison, state: NY, value: 315208000, base_value: 1054765000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313247/; rank: 48, crd: 158964, firm: Novem Group, city: Rochester, state: NY, value: 304002368, base_value: 1413641568, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158964/; rank: 49, crd: 164192, firm: Greenline Partners, city: New York, state: NY, value: 302481000, base_value: 1103154000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164192/; rank: 50, crd: 105696, firm: Kershner, Grosso & Co., city: Saratoga Spring, state: NY, value: 300748434, base_value: 524701866, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105696/; rank: 51, crd: 3403, firm: Shufro, Rose & Co., LLC, city: New York, state: NY, value: 298169472, base_value: 2165482981, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3403/; rank: 52, crd: 159667, firm: Linden Global Strategies LLC, city: New York, state: NY, value: 291919423, base_value: 1311001933, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159667/; rank: 53, crd: 110641, firm: Level Financial Advisors, Inc., city: East Amherst, state: NY, value: 290962744, base_value: 684229196, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110641/; rank: 54, crd: 331295, firm: Osprey Private Wealth LLC, city: New York, state: NY, value: 286257735, base_value: 162119890, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331295/; rank: 55, crd: 285158, firm: Zoe Financial, Inc., city: New York, state: NY, value: 283473191, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285158/; rank: 56, crd: 153872, firm: WNY Asset Management, LLC, city: Williamsville, state: NY, value: 278777454, base_value: 1450691313, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153872/; rank: 57, crd: 289764, firm: Sgroi Wealth Advisory Group LLC, city: West Seneca, state: NY, value: 272217222, base_value: 1084937140, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289764/; rank: 58, crd: 109001, firm: Capital Counsel LLC, city: New York, state: NY, value: 271149883, base_value: 2603303319, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109001/; rank: 59, crd: 168254, firm: Fusion Family Wealth, LLC, city: Woodbury, state: NY, value: 239720516, base_value: 1201682793, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168254/; rank: 60, crd: 166593, firm: The Portfolio Strategy Group, LLC, city: White Plains, state: NY, value: 236018925, base_value: 2384964492, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166593/; rank: 61, crd: 289541, firm: High Probability Advisors, LLC, city: Pittsford, state: NY, value: 232879992, base_value: 813429881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289541/; rank: 62, crd: 316069, firm: Chemistry Wealth Management LLC, city: New York, state: NY, value: 230800595, base_value: 1033469543, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316069/; rank: 63, crd: 118910, firm: Sanderson Wealth Management, LLC, city: Buffalo, state: NY, value: 229983662, base_value: 1201236328, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118910/; rank: 64, crd: 319411, firm: Rialto Wealth Management, city: Syracuse, state: NY, value: 222235000, base_value: 403683000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319411/; rank: 65, crd: 292115, firm: Brooklyn FI, LLC, city: Brooklyn, state: NY, value: 221609578, base_value: 341488503, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292115/; rank: 66, crd: 332668, firm: Beatrice Advisors LP, city: New York, state: NY, value: 217701611, base_value: 64617919, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332668/; rank: 67, crd: 282624, firm: Sterling Investment Counsel, LLC, city: Buffalo, state: NY, value: 214999285, base_value: 819283156, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282624/; rank: 68, crd: 282563, firm: Douglas C. Lane & Associates, city: New York, state: NY, value: 209968087, base_value: 8230575270, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282563/; rank: 69, crd: 289759, firm: Opal Wealth Advisors, LLC, city: Jericho, state: NY, value: 208990877, base_value: 1029200585, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289759/; rank: 70, crd: 144474, firm: Offit Capital, city: New York, state: NY, value: 207482435, base_value: 20396395272, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144474/; rank: 71, crd: 107408, firm: Matrix Asset Advisors Inc, city: White Plains, state: NY, value: 205410943, base_value: 1192110082, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107408/; rank: 72, crd: 310199, firm: Cordoba Advisory Partners LLC, city: New York, state: NY, value: 204803100, base_value: 2609381208, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310199/; rank: 73, crd: 111824, firm: Bouchey Financial Group, Ltd., city: Troy, state: NY, value: 203258219, base_value: 1403262152, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111824/; rank: 74, crd: 164395, firm: The Pinnacle Financial Group, city: Rockville Centre, state: NY, value: 199651887, base_value: 1184198113, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164395/; rank: 75, crd: 158898, firm: Ascent Wealth Partners, LLC, city: New Hartford, state: NY, value: 195577850, base_value: 1322466782, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158898/; rank: 76, crd: 304163, firm: Hudson Capital Advisory, Inc., city: Buffalo, state: NY, value: 194664344, base_value: 133013980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304163/; rank: 77, crd: 305052, firm: The Wealth Alliance, LLC, city: Melville, state: NY, value: 194605374, base_value: 1908079716, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305052/; rank: 78, crd: 106440, firm: Tsa Management Inc, city: Glen Head, state: NY, value: 194456186, base_value: 1284683018, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106440/; rank: 79, crd: 159403, firm: LVW Advisors, LLC, city: Pittsford, state: NY, value: 190071179, base_value: 2281803093, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159403/; rank: 80, crd: 316866, firm: Cove Private Wealth, LLC, city: Oyster Bay, state: NY, value: 185587601, base_value: 269895864, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316866/; rank: 81, crd: 110971, firm: Grandfield & Dodd, LLC, city: New York, state: NY, value: 184577179, base_value: 2028691594, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110971/; rank: 82, crd: 317344, firm: Ascend Interplay, LLC, city: New York, state: NY, value: 184443437, base_value: 205775592, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317344/; rank: 83, crd: 140452, firm: J.J. Burns & Company, city: Melville, state: NY, value: 183435408, base_value: 1069875158, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140452/; rank: 84, crd: 327833, firm: Lifegoal Investments, LLC, city: Saratoga Springs, state: NY, value: 181000000, base_value: 175000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327833/; rank: 85, crd: 115754, firm: Rockbridge Investment Management, LLC, city: Syracuse, state: NY, value: 176709497, base_value: 1660732364, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115754/; rank: 86, crd: 110130, firm: Altfest Personal Wealth Management, city: New York, state: NY, value: 175805057, base_value: 1622512064, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110130/; rank: 87, crd: 307472, firm: Retirable, city: New York, state: NY, value: 170327565, base_value: 130640709, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307472/; rank: 88, crd: 129800, firm: Sandhill Investment Management, city: Buffalo, state: NY, value: 170283010, base_value: 2233929143, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129800/; rank: 89, crd: 145521, firm: Hollow Brook Wealth Management LLC, city: Katonah, state: NY, value: 170056912, base_value: 1197072975, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145521/; rank: 90, crd: 304350, firm: Equinum, LLC, city: Brooklyn, state: NY, value: 169373058, base_value: 396653120, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304350/; rank: 91, crd: 161648, firm: Reagan Companies Asset Management, Inc, city: Syracuse, state: NY, value: 168485464, base_value: 992298797, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161648/; rank: 92, crd: 336500, firm: Pincus Capital Management, LP, city: New York, state: NY, value: 161529927, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336500/; rank: 93, crd: 286338, firm: O'Keefe Stevens Advisory, Inc., city: Rochester, state: NY, value: 160712366, base_value: 424909116, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286338/; rank: 94, crd: 310448, firm: Seasons of Advice Wealth Management, city: New York, state: NY, value: 155745202, base_value: 1061108098, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310448/; rank: 95, crd: 151590, firm: Armbruster Capital Management, Inc., city: Pittsford, state: NY, value: 154279663, base_value: 900785809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151590/; rank: 96, crd: 152824, firm: Seneca Financial Advisors LLC, city: Rochester, state: NY, value: 153582760, base_value: 693608122, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152824/; rank: 97, crd: 159550, firm: King Wealth Management Group, LLC, city: Saratoga Springs, state: NY, value: 152797186, base_value: 931335129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159550/; rank: 98, crd: 105361, firm: John G. Ullman & Associates, Inc, city: Horseheads, state: NY, value: 150954430, base_value: 1360062953, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105361/; rank: 99, crd: 285374, firm: Goalvest Advisory LLC, city: New York, state: NY, value: 149221503, base_value: 628348337, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285374/; rank: 100, crd: 144811, firm: Independent Family Office, LLC, city: Albany, state: NY, value: 142269602, base_value: 617830484, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144811/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for New York](https://advisoriq.com/ria/states/new-york/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/new-york/

License: https://advisoriq.com/license/