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For asset managers
AdvisorIQ

Ranking, New York

Fastest-growing independent RIAs over one year in New York

As of October 2, 2026, Vise AI Advisors ranked #1 in New York in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 291.8%, from a base of $2.2 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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.

Rank Firm City Growth Starting value
1 Vise AI Advisors New York City 291.8% $2.2 billion
2 Savvy New York 286.1% $1.3 billion
3 Arax Advisory Partners New York 262.4% $7.3 billion
4 Osprey Private Wealth LLC New York 176.6% $162.1 million
5 Hudson Capital Advisory, Inc. Buffalo 146.3% $133.0 million
6 Retirable New York 130.4% $130.6 million
7 Quartz Partners Investment Management Saratoga Springs 117.7% $281.0 million
8 Seeds New York 106.2% $485.6 million
9 Lifegoal Investments, LLC Saratoga Springs 103.4% $175.0 million
10 Autopilot New York 93.2% $462.0 million
11 Ascend Interplay, LLC New York 89.6% $205.8 million
12 Golden Bay Advisors LLC Chappaqua 89.5% $156.0 million
13 Value Investment Professionals, LLC New York 73.8% $141.9 million
14 Cove Private Wealth, LLC Oyster Bay 68.8% $269.9 million
15 Dorado Wealth Management LLC Port Washington 67.1% $160.9 million
16 Navis Wealth Advisors LLC Rye Brook 66.9% $540.7 million
17 Central Pine Capital, LLC Cedarhurst 65.0% $201.5 million
18 Brooklyn FI, LLC Brooklyn 64.9% $341.5 million
19 Ike Capital, LLC New York 63.7% $157.3 million
20 Silverberg Bernstein Capital Management Armonk 63.2% $173.4 million
21 Compound Planning, Inc. New York 60.3% $3.0 billion
22 Cross Border Wealth, LLC New York 59.8% $138.8 million
23 Arch Global Advisors, LLC New York 59.5% $144.8 million
24 Kershner, Grosso & Co. Saratoga Spring 57.3% $524.7 million
25 Rialto Wealth Management Syracuse 55.1% $403.7 million
26 Stelac Advisory Services LLC New York 54.8% $4.1 billion
27 Davidov Wealth Group, LLC Garden City 54.5% $112.9 million
28 Matauro, LLC New York 49.0% $703.1 million
29 Ritholtz Wealth Management New York 45.9% $6.5 billion
30 RMR Wealth Management New York 43.9% $135.8 million
31 Ndure Global LLC Bronxville 42.9% $305.6 million
32 Equinum, LLC Brooklyn 42.7% $396.7 million
33 Level Financial Advisors, Inc. East Amherst 42.5% $684.2 million
34 Landmark Wealth Management, LLC Melville 42.4% $310.5 million
35 Hurley Capital, LLC New York 42.2% $229.4 million
36 Florian Financial Group LLC Williamsville 42.0% $151.4 million
37 Shade Tree Advisors LLC Saratoga Springs 41.8% $1.0 billion
38 Silver Grove Advisory Services Orchard Park 38.9% $326.6 million
39 O'Keefe Stevens Advisory, Inc. Rochester 37.8% $424.9 million
40 Kilter Group Rhinebeck 37.3% $202.1 million
41 Legacy Edge Advisors Syosset 37.1% $896.2 million
42 Onyx Bridge Wealth Group LLC Tarrytown 36.9% $1.0 billion
43 Hegarty Advisors, LLC Garden City 36.6% $125.3 million
44 Continuum Wealth Advisors, LLC Saratoga Springs 35.9% $254.3 million
45 Boyd Capital Rochester 35.2% $124.5 million
46 Avestar Capital, LLC New York 35.0% $1.5 billion
47 Forte Asset Management, LLC Bedford 34.7% $239.3 million
48 Rooted Planning Group Corning 33.3% $117.7 million
49 Flower City Capital LLC Pittsford 33.3% $333.6 million
50 Oberon Asset Management, LLC New York 33.2% $174.7 million
51 Wealthspire Advisors New York 33.1% $25.8 billion
52 Levin Capital Strategies, L.P. New York 33.1% $1.2 billion
53 Retirement Planning Group, LLC Malta 32.7% $282.8 million
54 Happiness in Retirement Schenectady 32.0% $145.8 million
55 Cerity Partners LLC New York 31.6% $122.8 billion
56 Blackdiamond Wealth Management, LLC New York 31.5% $322.4 million
57 Upstart Wealth Management, LLC New York 31.3% $294.0 million
58 Next Level Private LLC Harrison 29.9% $1.1 billion
59 Beyond Wealth Management Group, LLC New Paltz 29.8% $107.4 million
60 Whitney & Company Rochester 29.5% $1.2 billion
61 Rise Advisors, LLC Rochester 29.4% $340.9 million
62 Broadway Advisor Group Albany 29.0% $166.6 million
63 High Probability Advisors, LLC Pittsford 28.6% $813.4 million
64 Income & Asset Advisory, Inc. Armonk 28.5% $136.1 million
65 Joseph P. Lucia & Associates, LLC Yorktown Heights 27.9% $303.3 million
66 Capstone Investment Financial Group, LLC Webster 27.9% $136.6 million
67 Murphy & Mullick Capital Management Corp Smithtown 27.7% $136.3 million
68 Greenline Partners New York 27.4% $1.1 billion
69 Carrick Lane LLC New York 27.1% $2.4 billion
70 Markin Asset Management, LP Rye 26.7% $120.3 million
71 Sterling Investment Counsel, LLC Buffalo 26.2% $819.3 million
72 Cultivating Wealth Montauk 25.9% $166.6 million
73 RDG Capital Management LLC Pittsford 25.7% $104.8 million
74 Gramercy Strategic Capital LLC New York 25.6% $197.3 million
75 Steginsky Capital LLC Port Washington 25.6% $477.0 million
76 The Mustico Financial Group, Inc. Elmira 25.6% $252.0 million
77 Clarus Group LLC New York 25.1% $126.2 million
78 Sgroi Wealth Advisory Group LLC West Seneca 25.1% $1.1 billion
79 Quent Capital, LLC New York 24.7% $1.6 billion
80 Heller Wealth Management Melville 24.2% $445.9 million
81 Arcadia Wealth Management Smithtown 24.0% $309.3 million
82 Five Eleven Partners Garden City 23.9% $131.4 million
83 Greenbush Financial Group, LLC Albany 23.8% $498.2 million
84 Goalvest Advisory LLC New York 23.7% $628.3 million
85 W & S Management Services, Inc. Rochester 23.5% $134.4 million
86 Canty Wealth Management Ballston Spa 23.5% $205.7 million
87 Betterment New York 23.3% $56.4 billion
88 Layline Advisors Rochester 23.3% $106.5 million
89 Sincerus Advisory New York 23.2% $180.1 million
90 VCP Financial LLC Staten Island 23.2% $115.8 million
91 Nerdwallet Wealth Partners, LLC New York 23.2% $213.4 million
92 Strategic Financial Services Utica 23.0% $2.3 billion
93 Independent Family Office, LLC Albany 23.0% $617.8 million
94 Emergent Wealth Advisors, LLC Williamsville 22.8% $202.9 million
95 Great Hill Advisory Port Washington 22.4% $178.4 million
96 Chemistry Wealth Management LLC New York 22.3% $1.0 billion
97 Linden Global Strategies LLC New York 22.3% $1.3 billion
98 Seneca Financial Advisors LLC Rochester 22.1% $693.6 million
99 Forteris Wealth Management, Inc. Armonk 21.9% $179.6 million
100 Investment Insight Wealth Management, LLC Massapequa 21.6% $146.5 million

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

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Fastest growing 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.