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For asset managers
AdvisorIQ

Ranking, New York

Fastest-growing wealth firms over one year, including broker-dealer firms in New York

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

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

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 Rockefeller Capital Management Broker-dealer affiliated New York 42.2% $70.0 billion
36 Hurley Capital, LLC New York 42.2% $229.4 million
37 Florian Financial Group LLC Williamsville 42.0% $151.4 million
38 Shade Tree Advisors LLC Saratoga Springs 41.8% $1.0 billion
39 Idb Lido Wealth, LLC Broker-dealer affiliated New York 41.5% $338.0 million
40 BNY Mellon Advisors, Inc. Broker-dealer affiliated New York 39.7% $24.0 billion
41 Silver Grove Advisory Services Orchard Park 38.9% $326.6 million
42 O'Keefe Stevens Advisory, Inc. Rochester 37.8% $424.9 million
43 Kilter Group Rhinebeck 37.3% $202.1 million
44 Legacy Edge Advisors Syosset 37.1% $896.2 million
45 Onyx Bridge Wealth Group LLC Tarrytown 36.9% $1.0 billion
46 First American Asset Advisory, LLC Broker-dealer affiliated Garden City 36.8% $140.2 million
47 Hegarty Advisors, LLC Garden City 36.6% $125.3 million
48 Citizens Private Wealth Broker-dealer affiliated Tarrytown 36.5% $12.2 billion
49 Equitable Advisors, LLC Broker-dealer affiliated New York 36.4% $34.7 billion
50 Siebert Advisornxt, LLC. Broker-dealer affiliated New York 36.1% $287.6 million
51 J. Safra Asset Management Corporation Broker-dealer affiliated New York City 36.0% $4.6 billion
52 Continuum Wealth Advisors, LLC Saratoga Springs 35.9% $254.3 million
53 Boyd Capital Rochester 35.2% $124.5 million
54 Avestar Capital, LLC New York 35.0% $1.5 billion
55 Forte Asset Management, LLC Bedford 34.7% $239.3 million
56 Rooted Planning Group Corning 33.3% $117.7 million
57 Flower City Capital LLC Pittsford 33.3% $333.6 million
58 Oberon Asset Management, LLC New York 33.2% $174.7 million
59 Wealthspire Advisors New York 33.1% $25.8 billion
60 Levin Capital Strategies, L.P. New York 33.1% $1.2 billion
61 TD Private Client Wealth LLC Broker-dealer affiliated New York 32.9% $6.5 billion
62 Retirement Planning Group, LLC Malta 32.7% $282.8 million
63 Happiness in Retirement Schenectady 32.0% $145.8 million
64 Cerity Partners LLC New York 31.6% $122.8 billion
65 Blackdiamond Wealth Management, LLC New York 31.5% $322.4 million
66 Upstart Wealth Management, LLC New York 31.3% $294.0 million
67 Park Avenue Securities LLC Broker-dealer affiliated New York 30.5% $15.0 billion
68 Vanderbilt Advisory Services Broker-dealer affiliated Woodbury 30.3% $1.6 billion
69 Transatlantique Private Wealth LLC Broker-dealer affiliated New York 30.0% $676.2 million
70 Next Level Private LLC Harrison 29.9% $1.1 billion
71 Beyond Wealth Management Group, LLC New Paltz 29.8% $107.4 million
72 Whitney & Company Rochester 29.5% $1.2 billion
73 Core Alpha, Inc. Broker-dealer affiliated Rochester 29.5% $112.8 million
74 Rise Advisors, LLC Rochester 29.4% $340.9 million
75 Broadway Advisor Group Albany 29.0% $166.6 million
76 High Probability Advisors, LLC Pittsford 28.6% $813.4 million
77 Income & Asset Advisory, Inc. Armonk 28.5% $136.1 million
78 Joseph P. Lucia & Associates, LLC Yorktown Heights 27.9% $303.3 million
79 Capstone Investment Financial Group, LLC Webster 27.9% $136.6 million
80 Murphy & Mullick Capital Management Corp Smithtown 27.7% $136.3 million
81 Greenline Partners New York 27.4% $1.1 billion
82 Carrick Lane LLC New York 27.1% $2.4 billion
83 Markin Asset Management, LP Rye 26.7% $120.3 million
84 Sterling Investment Counsel, LLC Buffalo 26.2% $819.3 million
85 Eagle Strategies LLC Broker-dealer affiliated New York 26.2% $25.4 billion
86 Cultivating Wealth Montauk 25.9% $166.6 million
87 Trubee Wealth Advisors, Inc. Broker-dealer affiliated Buffalo 25.9% $724.2 million
88 Cooper/Haims Advisors, LLC Broker-dealer affiliated Victor 25.8% $939.2 million
89 RDG Capital Management LLC Pittsford 25.7% $104.8 million
90 Gramercy Strategic Capital LLC New York 25.6% $197.3 million
91 Steginsky Capital LLC Port Washington 25.6% $477.0 million
92 The Mustico Financial Group, Inc. Elmira 25.6% $252.0 million
93 Independent Solutions Wealth Management, LLC Broker-dealer affiliated Williamsville 25.4% $1.2 billion
94 Clarus Group LLC New York 25.1% $126.2 million
95 Sgroi Wealth Advisory Group LLC West Seneca 25.1% $1.1 billion
96 Quent Capital, LLC New York 24.7% $1.6 billion
97 Aegis Capital Corp. Broker-dealer affiliated New York 24.3% $1.4 billion
98 Heller Wealth Management Melville 24.2% $445.9 million
99 Arcadia Wealth Management Smithtown 24.0% $309.3 million
100 Five Eleven Partners Garden City 23.9% $131.4 million

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

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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.