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For asset managers
AdvisorIQ

Ranking, New York

Largest independent RIAs by assets under management in New York

As of October 2, 2026, Cerity Partners LLC ranked #1 in New York in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $161.7 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 Cerity Partners LLC New York $161.7 billion
2 Betterment New York $69.5 billion
3 First Manhattan Co. LLC New York $38.1 billion
4 BBR Partners, LLC New York $36.5 billion
5 Wealthspire Advisors New York $34.3 billion
6 Tiedemann Advisors, LLC New York $31.0 billion
7 Silvercrest Asset Management Group LLC New York $28.3 billion
8 Arax Advisory Partners New York $26.5 billion
9 Offit Capital New York $20.6 billion
10 Summit Trail Advisors, LLC New York $19.9 billion
11 Williams Jones Wealth Management, LLC New York $12.5 billion
12 Tocqueville Asset Management LP New York $10.2 billion
13 Ritholtz Wealth Management New York $9.4 billion
14 Joel Isaacson & Co., LLC New York $9.3 billion
15 Vise AI Advisors New York City $8.5 billion
16 Douglas C. Lane & Associates New York $8.4 billion
17 Ingalls Investment Management, LLC New York $7.8 billion
18 Tag Associates LLC New York $7.1 billion
19 John W. Bristol & Co., Inc. New York $7.1 billion
20 Cannell & Spears LLC New York $7.0 billion
21 Douglass Winthrop Advisors LLC New York $6.5 billion
22 Stelac Advisory Services LLC New York $6.3 billion
23 Klingman and Associates, LLC New York $5.7 billion
24 Savvy New York $5.0 billion
25 Compound Planning, Inc. New York $4.8 billion
26 Klingenstein Fields Advisors New York $4.7 billion
27 Seven Bridges Advisors LLC New York $4.6 billion
28 Karpus Investment Management Pittsford $4.3 billion
29 Meyer Handelman Company LLC Rye Brook $3.2 billion
30 Carrick Lane LLC New York $3.0 billion
31 Capital Counsel LLC New York $2.9 billion
32 Cordoba Advisory Partners LLC New York $2.8 billion
33 Strategic Financial Services Utica $2.8 billion
34 Rock Harbor Partners LLC Larchmont $2.7 billion
35 The Portfolio Strategy Group, LLC White Plains $2.6 billion
36 Bridgewater Advisors Inc. New York $2.6 billion
37 LVW Advisors, LLC Pittsford $2.5 billion
38 Shufro, Rose & Co., LLC New York $2.5 billion
39 Howe and Rusling, Inc. Rochester $2.4 billion
40 Sandhill Investment Management Buffalo $2.4 billion
41 Magnus Financial Group LLC New York $2.3 billion
42 Focused Wealth Management, Inc. Newburgh $2.3 billion
43 United Asset Strategies Inc. Garden City $2.2 billion
44 Grandfield & Dodd, LLC New York $2.2 billion
45 Raga Partners LP New York $2.2 billion
46 Next Capital Management LLC New York $2.1 billion
47 The Wealth Alliance, LLC Melville $2.1 billion
48 Tortoise Investment Management, LLC White Plains $2.1 billion
49 Avestar Capital, LLC New York $2.1 billion
50 Quent Capital, LLC New York $2.1 billion
51 Neville, Rodie & Shaw Inc New York $2.0 billion
52 Maridea Wealth Management Brooklyn $2.0 billion
53 Wilkinson Global Asset Management LLC New York $1.9 billion
54 Rockbridge Investment Management, LLC Syracuse $1.8 billion
55 Altfest Personal Wealth Management New York $1.8 billion
56 WNY Asset Management, LLC Williamsville $1.7 billion
57 Novem Group Rochester $1.7 billion
58 Citrin Cooperman Wealth Management, LLC New York $1.7 billion
59 Levin Capital Strategies, L.P. New York $1.7 billion
60 Bouchey Financial Group, Ltd. Troy $1.6 billion
61 Linden Global Strategies LLC New York $1.6 billion
62 Seacrest Wealth Management, LLC Purchase $1.5 billion
63 Ascent Wealth Partners, LLC New Hartford $1.5 billion
64 John G. Ullman & Associates, Inc Horseheads $1.5 billion
65 Whitney & Company Rochester $1.5 billion
66 Tsa Management Inc Glen Head $1.5 billion
67 Shade Tree Advisors LLC Saratoga Springs $1.5 billion
68 Fusion Family Wealth, LLC Woodbury $1.4 billion
69 Sanderson Wealth Management, LLC Buffalo $1.4 billion
70 Greenline Partners New York $1.4 billion
71 Matrix Asset Advisors Inc White Plains $1.4 billion
72 The Pinnacle Financial Group Rockville Centre $1.4 billion
73 Onyx Bridge Wealth Group LLC Tarrytown $1.4 billion
74 Next Level Private LLC Harrison $1.4 billion
75 Hollow Brook Wealth Management LLC Katonah $1.4 billion
76 Sgroi Wealth Advisory Group LLC West Seneca $1.4 billion
77 Payne Capital Management, LLC New York $1.3 billion
78 River Partners Capital Management, LP New York $1.3 billion
79 Chemistry Wealth Management LLC New York $1.3 billion
80 J.J. Burns & Company Melville $1.3 billion
81 Opal Wealth Advisors, LLC Jericho $1.2 billion
82 Sharpe Advisors, LLC New York $1.2 billion
83 Platform Technology Partners Locust Valley $1.2 billion
84 Legacy Edge Advisors Syosset $1.2 billion
85 Seasons of Advice Wealth Management New York $1.2 billion
86 Reagan Companies Asset Management, Inc Syracuse $1.2 billion
87 Kelleher Financial Advisors, LLC New York $1.2 billion
88 Ellevest New York $1.1 billion
89 Overbrook Management Corporation New York $1.1 billion
90 King Wealth Management Group, LLC Saratoga Springs $1.1 billion
91 Titan New York $1.1 billion
92 Armbruster Capital Management, Inc. Pittsford $1.1 billion
93 Griffin Asset Management, LLC New York $1.1 billion
94 Matauro, LLC New York $1.0 billion
95 High Probability Advisors, LLC Pittsford $1.0 billion
96 Sterling Investment Counsel, LLC Buffalo $1.0 billion
97 J.W.Burns & Company, Inc. Dewitt $1.0 billion
98 The Northstar Group, Inc. New York $1.0 billion
99 Seeds New York $1.0 billion
100 Passive Capital Management, LLC Syracuse $996.9 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.