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AdvisorIQ

Ranking, New York

Independent RIAs with the fastest client growth over one year in New York

As of October 2, 2026, Savvy ranked #1 in New York in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 283.2%, from a base of 1,273.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Savvy New York 283.2% 1,273
2 Saperston Legacy Advisors, Inc. Hamburg 260.3% 121
3 Maridea Wealth Management Brooklyn 257.8% 587
4 Addition Wealth Successor New York 247.9% 7,700
5 Arax Advisory Partners New York 240.0% 4,611
6 Alinea Advisory Services LLC New York 229.8% 35,075
7 Vise AI Advisors New York City 222.7% 5,083
8 Scout Clifton Park 168.0% 465
9 Collins Advisors, LLC Buffalo 127.0% 256
10 Old Bridge Wealth, Inc Syosset 120.9% 134
11 American Wealth Administration Group LLC Glen Cove 110.1% 159
12 WPM Wealth Advisors LLC Saratoga Springs 108.9% 169
13 Sgroi Wealth Advisory Group LLC West Seneca 100.8% 3,822
14 Murphy & Mullick Capital Management Corp Smithtown 94.6% 224
15 Dutch Asset Corporation Selkirk 91.6% 119
16 Milagre Wealth Management, Inc. White Plains 85.9% 384
17 Godfrey Financial Associates, Inc. Glenmont 85.0% 220
18 Arch Global Advisors, LLC New York 81.1% 244
19 Seeds New York 73.7% 547
20 Nerdwallet Wealth Partners, LLC New York 72.2% 403
21 Quantel Asset Management LLC New York 68.1% 116
22 Carrick Lane LLC New York 67.0% 427
23 RMR Wealth Management New York 64.4% 118
24 Rialto Wealth Management Syracuse 59.2% 218
25 Hudson Companies Pearl River 57.8% 109
26 Retirable New York 56.5% 1,436
27 Kershner, Grosso & Co. Saratoga Spring 51.4% 753
28 Pathway Partners Wealth Advisors, LLC Amherst 48.6% 247
29 Hudson Capital Advisory, Inc. Buffalo 47.9% 165
30 Meadowbrook Wealth Management, LLC Garden City 43.8% 121
31 Fruitful New York 40.3% 1,235
32 Winthrop Partners - Epa, LLC Orchard 37.0% 127
33 Blue Jean Financial LLC Albany 35.6% 284
34 Cross Border Wealth, LLC New York 33.8% 397
35 Cerity Partners LLC New York 32.3% 19,873
36 North Woods Wealth Management Buffalo 32.0% 147
37 Stratton Capital Investment Advisory LLC New York 31.3% 505
38 Monthie Wealth Advisors Latham 28.5% 179
39 Buffalo First Wealth Management, LLC Williamsville 27.6% 457
40 NINE30 Advisors LLC Ny 27.3% 110
41 Giverny Capital Asset Management New York 27.2% 272
42 Palumbo Wealth Management LLC Great Neck 26.5% 268
43 Bone Fide Wealth New York 26.5% 170
44 R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors Dewitt 26.0% 231
45 Broadway Advisor Group Albany 25.4% 256
46 Sage Investment Advisers LLC Wappingers Falls 25.3% 245
47 Legacy Edge Advisors Syosset 24.6% 427
48 FLFS Advisory LLC Victor 23.8% 164
49 Oak Crest Advisory, LLC Rochester 23.7% 207
50 Next Level Private LLC Harrison 21.5% 692
51 Waterford Advisors, LLC Orchard Park 20.2% 292
52 Florian Financial Group LLC Williamsville 20.1% 204
53 Flower City Capital LLC Pittsford 19.3% 197
54 Beyond Wealth Management Group, LLC New Paltz 18.9% 275
55 Pelkonen and Associates LLC Melville 18.7% 267
56 Newman Ladd Capital Advisors, LLC. Camillus 17.8% 214
56 Navis Wealth Advisors LLC Rye Brook 17.8% 107
58 Weber Asset Management, Inc. Lake Success 17.7% 344
59 Gold Coast Wealth Management, LLC Jericho 17.2% 134
60 High Probability Advisors, LLC Pittsford 16.7% 341
61 Level Financial Advisors, Inc. East Amherst 16.5% 638
62 Great Hill Advisory Port Washington 15.7% 102
63 Blackdiamond Wealth Management, LLC New York 15.5% 328
64 MWM Group LLC Cedarhurst 15.2% 316
65 Platform Technology Partners Locust Valley 15.2% 771
66 Stage Wealth Management, Inc. Somers 15.0% 180
67 Wealthspire Advisors New York 14.5% 9,060
68 W & S Management Services, Inc. Rochester 14.3% 426
69 Landmark Wealth Management, LLC Melville 14.3% 259
70 Capital Counsel LLC New York 13.7% 197
71 Howe and Rusling, Inc. Rochester 12.9% 1,240
72 Prentice Wealth Management LLC Rochester 12.8% 912
73 Brooklyn FI, LLC Brooklyn 12.5% 399
74 Momentum Advisors New York 12.5% 329
75 Premier Wealth Advisors, LLC New York 12.4% 579
76 Stephen J. Garry & Associates, LLC Garden City 12.4% 267
77 Brixton Capital Wealth Advisors, LLC Garden City 12.3% 729
78 O'Keefe Stevens Advisory, Inc. Rochester 12.3% 318
79 Luther Forest Wealth Advisors, L.L.C. Malta 12.0% 191
80 Rise Advisors, LLC Rochester 11.9% 428
81 Hollow Brook Wealth Management LLC Katonah 11.9% 540
82 Markin Asset Management, LP Rye 11.6% 370
83 Silver Grove Advisory Services Orchard Park 11.5% 1,946
84 Argus Investors' Counsel, Inc. New York 11.5% 287
85 Compass Advisors Melville 11.4% 474
86 Onyx Bridge Wealth Group LLC Tarrytown 11.3% 1,660
87 Rockline Wealth Management LLC Islip Terrace 11.3% 825
88 Boyd Capital Rochester 11.1% 532
89 Seneca Financial Advisors LLC Rochester 11.0% 355
90 Meyer Handelman Company LLC Rye Brook 10.9% 439
91 Adirondack Capital Advisors, LLC Syracuse 10.9% 441
92 Betterment New York 10.7% 924,233
93 Linden Global Strategies LLC New York 10.7% 169
94 The Hajdari Group, LLC Staten Island 10.4% 240
95 Equinum, LLC Brooklyn 10.3% 194
96 Opal Wealth Advisors, LLC Jericho 10.1% 682
97 Focused Wealth Management, Inc. Newburgh 10.1% 2,119
98 Sterling Investment Counsel, LLC Buffalo 10.1% 823
99 First Manhattan Co. LLC New York 10.0% 5,722
100 Offit Capital New York 9.9% 344

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

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

More rankings

Client growth 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.