# Fastest-growing independent RIAs over three years in New York

As of October 2, 2026, Carrick Lane LLC ranked #1 in New York in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 76.1%, from a base of $554.8 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/new-york/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.
- unit: pct
- scope: New York
- firms_listed: 100
- rows: rank: 1, crd: 309148, firm: Carrick Lane LLC, city: New York, state: NY, value: 0.760978315768661, base_value: 554810625, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309148/; rank: 2, crd: 142633, firm: Cannell & Spears LLC, city: New York, state: NY, value: 0.611433782477978, base_value: 1671000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142633/; rank: 3, crd: 292115, firm: Brooklyn FI, LLC, city: Brooklyn, state: NY, value: 0.550474278917417, base_value: 151074216, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292115/; rank: 4, crd: 317344, firm: Ascend Interplay, LLC, city: New York, state: NY, value: 0.525124342552432, base_value: 110000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317344/; rank: 5, crd: 316866, firm: Cove Private Wealth, LLC, city: Oyster Bay, state: NY, value: 0.498747983779249, base_value: 135296568, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316866/; rank: 6, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 0.44728820341845, base_value: 53330936591, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 7, crd: 306097, firm: Onyx Bridge Wealth Group LLC, city: Tarrytown, state: NY, value: 0.429760727240107, base_value: 468864572, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306097/; rank: 8, crd: 319411, firm: Rialto Wealth Management, city: Syracuse, state: NY, value: 0.420073914616895, base_value: 218567000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319411/; rank: 9, crd: 311171, firm: Navis Wealth Advisors LLC, city: Rye Brook, state: NY, value: 0.416583902156924, base_value: 317386580, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311171/; rank: 10, crd: 286338, firm: O'Keefe Stevens Advisory, Inc., city: Rochester, state: NY, value: 0.394799167708906, base_value: 215815166, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286338/; rank: 11, crd: 306473, firm: Giverny Capital Asset Management, city: New York, state: NY, value: 0.392888136009866, base_value: 221800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306473/; rank: 12, crd: 310199, firm: Cordoba Advisory Partners LLC, city: New York, state: NY, value: 0.368433505740073, base_value: 1098200000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310199/; rank: 13, crd: 174327, firm: Quartz Partners Investment Management, city: Saratoga Springs, state: NY, value: 0.367874999638733, base_value: 239096806, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174327/; rank: 14, crd: 126021, firm: Kelleher Financial Advisors, LLC, city: New York, state: NY, value: 0.348146028461356, base_value: 470718229, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126021/; rank: 15, crd: 285985, firm: Maytech Global Investments, city: New York, state: NY, value: 0.347054186367489, base_value: 366211422, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285985/; rank: 16, crd: 281503, firm: Flower City Capital LLC, city: Pittsford, state: NY, value: 0.338410122865108, base_value: 185435205, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281503/; rank: 17, crd: 154828, firm: Focused Wealth Management, Inc., city: Newburgh, state: NY, value: 0.336982167122316, base_value: 949348874, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154828/; rank: 18, crd: 150575, firm: 16th Amendment Advisors LLC, city: New York, state: NY, value: 0.333816583370388, base_value: 164450264, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150575/; rank: 19, crd: 168652, firm: Ritholtz Wealth Management, city: New York, state: NY, value: 0.332429392066972, base_value: 3983632165, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168652/; rank: 20, crd: 306548, firm: Palumbo Wealth Management LLC, city: Great Neck, state: NY, value: 0.331592817730734, base_value: 230140486, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306548/; rank: 21, crd: 145103, firm: Stelac Advisory Services LLC, city: New York, state: NY, value: 0.330478768574122, base_value: 2669168072, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145103/; rank: 22, crd: 289905, firm: Shade Tree Advisors LLC, city: Saratoga Springs, state: NY, value: 0.329343509142169, base_value: 619010700, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289905/; rank: 23, crd: 314965, firm: Dorado Wealth Management LLC, city: Port Washington, state: NY, value: 0.328959846078505, base_value: 114510471, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314965/; rank: 24, crd: 159667, firm: Linden Global Strategies LLC, city: New York, state: NY, value: 0.326476144510434, base_value: 686774060, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159667/; rank: 25, crd: 325629, firm: Elevatus Wealth Management, LLC, city: Victor, state: NY, value: 0.325416426547522, base_value: 220507499, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325629/; rank: 26, crd: 105696, firm: Kershner, Grosso & Co., city: Saratoga Spring, state: NY, value: 0.314768155916572, base_value: 363197959, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105696/; rank: 27, crd: 291459, firm: Blackdiamond Wealth Management, LLC, city: New York, state: NY, value: 0.313809060802807, base_value: 186954432, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291459/; rank: 28, crd: 309760, firm: Rise Advisors, LLC, city: Rochester, state: NY, value: 0.301773079331038, base_value: 199982817, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309760/; rank: 29, crd: 171466, firm: Note Advisors, LLC, city: Buffalo, state: NY, value: 0.299876812055275, base_value: 198948452, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171466/; rank: 30, crd: 109617, firm: Steginsky Capital LLC, city: Port Washington, state: NY, value: 0.293047157099887, base_value: 277085158, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109617/; rank: 31, crd: 287525, firm: Avestar Capital, LLC, city: New York, state: NY, value: 0.29089262508932, base_value: 960762562, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287525/; rank: 32, crd: 166679, firm: Golden Bay Advisors LLC, city: Chappaqua, state: NY, value: 0.28917765336863, base_value: 137992161, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166679/; rank: 33, crd: 313247, firm: Next Level Private LLC, city: Harrison, state: NY, value: 0.286492895374352, base_value: 643413000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313247/; rank: 34, crd: 173728, firm: Upstart Wealth Management, LLC, city: New York, state: NY, value: 0.283607933100844, base_value: 182465506, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173728/; rank: 35, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 0.275529123046528, base_value: 16539174191, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 36, crd: 158693, firm: Landmark Wealth Management, LLC, city: Melville, state: NY, value: 0.274776567409446, base_value: 213378431, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158693/; rank: 37, crd: 152895, firm: Continuum Wealth Advisors, LLC, city: Saratoga Springs, state: NY, value: 0.268633586890151, base_value: 169255785, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152895/; rank: 38, crd: 125618, firm: Klingman and Associates, LLC, city: New York, state: NY, value: 0.268196399163924, base_value: 2777261597, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125618/; rank: 39, crd: 310647, firm: Retirement Planning Group, LLC, city: Malta, state: NY, value: 0.26543981355935, base_value: 185250000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310647/; rank: 40, crd: 298989, firm: Settanni Financial LLC, city: Armonk, state: NY, value: 0.255613436347066, base_value: 200565307, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298989/; rank: 41, crd: 285374, firm: Goalvest Advisory LLC, city: New York, state: NY, value: 0.254626568673008, base_value: 393727697, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285374/; rank: 42, crd: 290111, firm: Titan, city: New York, state: NY, value: 0.253887742252259, base_value: 548804998, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290111/; rank: 43, crd: 305692, firm: Wembley Strategic Advisory LLC, city: New York, state: NY, value: 0.252483194247973, base_value: 353829733, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305692/; rank: 44, crd: 289764, firm: Sgroi Wealth Advisory Group LLC, city: West Seneca, state: NY, value: 0.251933894838916, base_value: 691647886, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289764/; rank: 45, crd: 288256, firm: Compass Advisors, city: Melville, state: NY, value: 0.250685178954578, base_value: 392312142, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288256/; rank: 46, crd: 289759, firm: Opal Wealth Advisors, LLC, city: Jericho, state: NY, value: 0.250560562419295, base_value: 633101903, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289759/; rank: 47, crd: 111824, firm: Bouchey Financial Group, Ltd., city: Troy, state: NY, value: 0.245837984053682, base_value: 830809652, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111824/; rank: 48, crd: 289541, firm: High Probability Advisors, LLC, city: Pittsford, state: NY, value: 0.245088977419917, base_value: 542074725, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289541/; rank: 49, crd: 288526, firm: Lionshead Wealth Management, LLC, city: New York, state: NY, value: 0.245005050340062, base_value: 119103419, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288526/; rank: 50, crd: 287512, firm: Silver Grove Advisory Services, city: Orchard Park, state: NY, value: 0.244456661359205, base_value: 235351513, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287512/; rank: 51, crd: 148136, firm: Draper Asset Management, LLC, city: Smithtown, state: NY, value: 0.244399993014874, base_value: 119854769, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148136/; rank: 52, crd: 160052, firm: Prentice Wealth Management LLC, city: Rochester, state: NY, value: 0.24333168756196, base_value: 295262571, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160052/; rank: 53, crd: 128067, firm: Francis Financial, city: New York, state: NY, value: 0.24187272272506, base_value: 419383924, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128067/; rank: 54, crd: 282624, firm: Sterling Investment Counsel, LLC, city: Buffalo, state: NY, value: 0.239133683220831, base_value: 543606529, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282624/; rank: 55, crd: 149117, firm: Betterment, city: New York, state: NY, value: 0.238123017987689, base_value: 36630802858, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 56, crd: 305602, firm: Platform Technology Partners, city: Locust Valley, state: NY, value: 0.237591925633006, base_value: 648283133, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305602/; rank: 57, crd: 126337, firm: Wealthedge Investment Advisors, LLC, city: New York, state: NY, value: 0.235408405851992, base_value: 250378758, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126337/; rank: 58, crd: 314154, firm: Prospect Financial Services LLC, city: Melville, state: NY, value: 0.235178426234494, base_value: 228707659, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314154/; rank: 59, crd: 123494, firm: Oberon Asset Management, LLC, city: New York, state: NY, value: 0.23511438596642, base_value: 123504050, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123494/; rank: 60, crd: 117307, firm: Whitney & Company, city: Rochester, state: NY, value: 0.233547478856166, base_value: 794075267, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117307/; rank: 61, crd: 130051, firm: Hurley Capital, LLC, city: New York, state: NY, value: 0.232333467724293, base_value: 174241123, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130051/; rank: 62, crd: 289423, firm: Magnus Financial Group LLC, city: New York, state: NY, value: 0.226573364496329, base_value: 1260520976, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289423/; rank: 63, crd: 110641, firm: Level Financial Advisors, Inc., city: East Amherst, state: NY, value: 0.225718323533381, base_value: 529563529, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110641/; rank: 64, crd: 300559, firm: Sincerus Advisory, city: New York, state: NY, value: 0.225437777960863, base_value: 120619325, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300559/; rank: 65, crd: 110793, firm: Next Capital Management LLC, city: New York, state: NY, value: 0.225337368966038, base_value: 1160723496, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110793/; rank: 66, crd: 322281, firm: Central Pine Capital, LLC, city: Cedarhurst, state: NY, value: 0.225323279293492, base_value: 180668180, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322281/; rank: 67, crd: 124261, firm: Heller Wealth Management, city: Melville, state: NY, value: 0.224720393881977, base_value: 301519356, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124261/; rank: 68, crd: 152266, firm: RMR Wealth Management, city: New York, state: NY, value: 0.224592105616579, base_value: 106387133, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152266/; rank: 69, crd: 308203, firm: Quent Capital, LLC, city: New York, state: NY, value: 0.224104328166677, base_value: 1120186170, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308203/; rank: 70, crd: 288810, firm: Brixton Capital Wealth Advisors, LLC, city: Garden City, state: NY, value: 0.22196257005907, base_value: 116401171, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288810/; rank: 71, crd: 316069, firm: Chemistry Wealth Management LLC, city: New York, state: NY, value: 0.221761861291442, base_value: 693234532, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316069/; rank: 72, crd: 149843, firm: United Financial Planning Group LLC, city: Hauppauge, state: NY, value: 0.219757405068276, base_value: 191476704, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149843/; rank: 73, crd: 118945, firm: Canty Wealth Management, city: Ballston Spa, state: NY, value: 0.217916054240929, base_value: 140583816, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118945/; rank: 74, crd: 126189, firm: Godfrey Financial Associates, Inc., city: Glenmont, state: NY, value: 0.217558368007405, base_value: 101121433, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126189/; rank: 75, crd: 304559, firm: Sage Investment Advisers LLC, city: Wappingers Falls, state: NY, value: 0.215827789955826, base_value: 149337000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304559/; rank: 76, crd: 321609, firm: Farrell Financial, city: Orchard Park, state: NY, value: 0.214480372607736, base_value: 112000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321609/; rank: 77, crd: 162997, firm: 4THOUGHT Financial Group Inc., city: Syosset, state: NY, value: 0.214400629518448, base_value: 119681745, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162997/; rank: 78, crd: 140452, firm: J.J. Burns & Company, city: Melville, state: NY, value: 0.214111908554868, base_value: 700297449, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140452/; rank: 79, crd: 110528, firm: Omc Financial Services Ltd, city: Dewitt, state: NY, value: 0.213500937704183, base_value: 183818575, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110528/; rank: 80, crd: 151237, firm: Minichmacgregor Wealth Management, LLC, city: Saratoga Springs, state: NY, value: 0.211980597461435, base_value: 406048101, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151237/; rank: 81, crd: 164123, firm: MWM Group LLC, city: Cedarhurst, state: NY, value: 0.208252829255408, base_value: 244328805, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164123/; rank: 82, crd: 327151, firm: Silverberg Bernstein Capital Management, city: Armonk, state: NY, value: 0.207877380982585, base_value: 160589775, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327151/; rank: 83, crd: 150309, firm: Congress Park Capital LLC, city: Saratoga Springs, state: NY, value: 0.205904868811628, base_value: 240821678, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150309/; rank: 84, crd: 316226, firm: Albanyadvisor Group LLC, city: Albany, state: NY, value: 0.205863183618674, base_value: 172685345, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316226/; rank: 85, crd: 165504, firm: Arcadia Wealth Management, city: Smithtown, state: NY, value: 0.205846665069295, base_value: 218774340, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165504/; rank: 86, crd: 174845, firm: Emergent Wealth Advisors, LLC, city: Williamsville, state: NY, value: 0.204026029225638, base_value: 142699557, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174845/; rank: 87, crd: 109379, firm: Landmark Wealth Management, city: Getzville, state: NY, value: 0.20240341545374, base_value: 390975200, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109379/; rank: 88, crd: 132969, firm: Forte Asset Management, LLC, city: Bedford, state: NY, value: 0.201439238435477, base_value: 185857001, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132969/; rank: 89, crd: 305933, firm: Pelkonen and Associates LLC, city: Melville, state: NY, value: 0.200587300874553, base_value: 169484698, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305933/; rank: 90, crd: 132473, firm: Ike Capital, LLC, city: New York, state: NY, value: 0.200576693421172, base_value: 148725564, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132473/; rank: 91, crd: 164395, firm: The Pinnacle Financial Group, city: Rockville Centre, state: NY, value: 0.199646694130059, base_value: 801546890, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164395/; rank: 92, crd: 123869, firm: Florian Financial Group LLC, city: Williamsville, state: NY, value: 0.199049739399247, base_value: 124699754, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123869/; rank: 93, crd: 296802, firm: Blue Square Asset Management, LLC, city: New York, state: NY, value: 0.198368891101564, base_value: 238390567, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296802/; rank: 94, crd: 324004, firm: Rockline Wealth Management LLC, city: Islip Terrace, state: NY, value: 0.197507510712235, base_value: 436529130, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324004/; rank: 95, crd: 159550, firm: King Wealth Management Group, LLC, city: Saratoga Springs, state: NY, value: 0.196188600427729, base_value: 633407661, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159550/; rank: 96, crd: 118999, firm: The Bendix Financial Group, Inc., city: Garden City, state: NY, value: 0.194758421327408, base_value: 115303429, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118999/; rank: 97, crd: 168254, firm: Fusion Family Wealth, LLC, city: Woodbury, state: NY, value: 0.192952958437919, base_value: 849015383, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168254/; rank: 98, crd: 125500, firm: Greenbush Financial Group, LLC, city: Albany, state: NY, value: 0.192543048181444, base_value: 363528916, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125500/; rank: 99, crd: 109677, firm: Strategic Financial Services, city: Utica, state: NY, value: 0.190747824230494, base_value: 1662924875, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109677/; rank: 100, crd: 288654, firm: Marathon Mission, Inc., city: Latham, state: NY, value: 0.18996108394567, base_value: 105075923, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288654/

## 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

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [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/fastest-growing-3-year/new-york/

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