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AdvisorIQ

Ranking, New York

Wealth firms with the fastest client growth over one year, including broker-dealer firms in New York

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 Public Advisors LLC Broker-dealer affiliated New York 216.4% 1,429
9 Scout Clifton Park 168.0% 465
10 Collins Advisors, LLC Buffalo 127.0% 256
11 Old Bridge Wealth, Inc Syosset 120.9% 134
12 American Wealth Administration Group LLC Glen Cove 110.1% 159
13 WPM Wealth Advisors LLC Saratoga Springs 108.9% 169
14 Stirlingshire Investments Broker-dealer affiliated New York 102.8% 528
15 Sgroi Wealth Advisory Group LLC West Seneca 100.8% 3,822
16 Murphy & Mullick Capital Management Corp Smithtown 94.6% 224
17 Dutch Asset Corporation Selkirk 91.6% 119
18 Carry Advisors LLC Broker-dealer affiliated Brooklyn 88.0% 1,795
19 Milagre Wealth Management, Inc. White Plains 85.9% 384
20 Godfrey Financial Associates, Inc. Glenmont 85.0% 220
21 Arch Global Advisors, LLC New York 81.1% 244
22 Aegis Capital Corp. Broker-dealer affiliated New York 77.9% 1,733
23 Seeds New York 73.7% 547
24 Nerdwallet Wealth Partners, LLC New York 72.2% 403
25 Quantel Asset Management LLC New York 68.1% 116
26 Carrick Lane LLC New York 67.0% 427
27 RMR Wealth Management New York 64.4% 118
28 Pinnacle Investments, LLC Broker-dealer affiliated East Syracuse 60.3% 1,961
29 Rialto Wealth Management Syracuse 59.2% 218
30 Hudson Companies Pearl River 57.8% 109
31 Guardian Wealth Partners, LLC Broker-dealer affiliated New York 57.6% 257
32 Retirable New York 56.5% 1,436
33 Kershner, Grosso & Co. Saratoga Spring 51.4% 753
34 Pathway Partners Wealth Advisors, LLC Amherst 48.6% 247
35 Hudson Capital Advisory, Inc. Buffalo 47.9% 165
36 TD Private Client Wealth LLC Broker-dealer affiliated New York 44.0% 17,838
37 Meadowbrook Wealth Management, LLC Garden City 43.8% 121
38 Revolut Wealth Inc. Broker-dealer affiliated New York 42.8% 5,911
39 Corinthian Partners Asset Management LLC Broker-dealer affiliated New York 42.4% 210
40 Fruitful New York 40.3% 1,235
41 Rockefeller Capital Management Broker-dealer affiliated New York 39.9% 36,111
42 Winthrop Partners - Epa, LLC Orchard 37.0% 127
43 Blue Jean Financial LLC Albany 35.6% 284
44 First American Asset Advisory, LLC Broker-dealer affiliated Garden City 34.3% 198
45 Cross Border Wealth, LLC New York 33.8% 397
46 Idb Lido Wealth, LLC Broker-dealer affiliated New York 32.3% 158
47 Cerity Partners LLC New York 32.3% 19,873
48 North Woods Wealth Management Buffalo 32.0% 147
49 Stratton Capital Investment Advisory LLC New York 31.3% 505
50 BNY Mellon Advisors, Inc. Broker-dealer affiliated New York 31.1% 95,886
51 Madison Global Advisors LLC Broker-dealer affiliated Hauppauge 30.9% 178
52 Buckram Securities Ltd Broker-dealer affiliated Locust Valley 30.1% 133
53 Consolidated Portfolio Review Corp Broker-dealer affiliated Woodbury 29.2% 4,821
54 Monthie Wealth Advisors Latham 28.5% 179
55 Buffalo First Wealth Management, LLC Williamsville 27.6% 457
56 NINE30 Advisors LLC Ny 27.3% 110
57 Giverny Capital Asset Management New York 27.2% 272
58 Palumbo Wealth Management LLC Great Neck 26.5% 268
59 Bone Fide Wealth New York 26.5% 170
60 R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors Dewitt 26.0% 231
61 Broadway Advisor Group Albany 25.4% 256
62 Sage Investment Advisers LLC Wappingers Falls 25.3% 245
63 Legacy Edge Advisors Syosset 24.6% 427
64 Citizens Private Wealth Broker-dealer affiliated Tarrytown 23.8% 4,146
65 Siebert Advisornxt, LLC. Broker-dealer affiliated New York 23.8% 786
66 FLFS Advisory LLC Victor 23.8% 164
67 Oak Crest Advisory, LLC Rochester 23.7% 207
68 Transatlantique Private Wealth LLC Broker-dealer affiliated New York 23.1% 334
69 Next Level Private LLC Harrison 21.5% 692
70 Waterford Advisors, LLC Orchard Park 20.2% 292
71 Florian Financial Group LLC Williamsville 20.1% 204
72 Eagle Strategies LLC Broker-dealer affiliated New York 19.5% 117,651
73 Flower City Capital LLC Pittsford 19.3% 197
74 Beyond Wealth Management Group, LLC New Paltz 18.9% 275
75 Pelkonen and Associates LLC Melville 18.7% 267
76 Newman Ladd Capital Advisors, LLC. Camillus 17.8% 214
76 Navis Wealth Advisors LLC Rye Brook 17.8% 107
78 Weber Asset Management, Inc. Lake Success 17.7% 344
79 Gold Coast Wealth Management, LLC Jericho 17.2% 134
80 High Probability Advisors, LLC Pittsford 16.7% 341
81 J. Safra Asset Management Corporation Broker-dealer affiliated New York City 16.5% 2,956
82 Level Financial Advisors, Inc. East Amherst 16.5% 638
83 Great Hill Advisory Port Washington 15.7% 102
84 Blackdiamond Wealth Management, LLC New York 15.5% 328
85 MWM Group LLC Cedarhurst 15.2% 316
86 Platform Technology Partners Locust Valley 15.2% 771
87 J.P. Morgan Securities LLC Broker-dealer affiliated New York 15.2% 1,436,110
88 Stage Wealth Management, Inc. Somers 15.0% 180
89 Equitable Advisors, LLC Broker-dealer affiliated New York 14.6% 216,067
90 Wealthspire Advisors New York 14.5% 9,060
91 W & S Management Services, Inc. Rochester 14.3% 426
92 Landmark Wealth Management, LLC Melville 14.3% 259
93 Capital Counsel LLC New York 13.7% 197
94 Rockefeller Capital Management Broker-dealer affiliated New York 13.6% 6,083
95 Independent Solutions Wealth Management, LLC Broker-dealer affiliated Williamsville 13.5% 3,774
96 Wellington Shields & Co., LLC Broker-dealer affiliated New York 12.9% 519
97 Howe and Rusling, Inc. Rochester 12.9% 1,240
98 Prentice Wealth Management LLC Rochester 12.8% 912
99 Brooklyn FI, LLC Brooklyn 12.5% 399
100 Momentum Advisors New York 12.5% 329

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.