# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/new-york/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: New York
- firms_listed: 100
- rows: rank: 1, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 161675524141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 2, crd: 149117, firm: Betterment, city: New York, state: NY, value: 69524492986, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 3, crd: 325281, firm: First Manhattan Co. LLC, city: New York, state: NY, value: 38086101541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325281/; rank: 4, crd: 109688, firm: BBR Partners, LLC, city: New York, state: NY, value: 36493200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109688/; rank: 5, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 34322977688, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 6, crd: 147189, firm: Tiedemann Advisors, LLC, city: New York, state: NY, value: 31012927397, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147189/; rank: 7, crd: 118333, firm: Silvercrest Asset Management Group LLC, city: New York, state: NY, value: 28327993799, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118333/; rank: 8, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 26524973206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 9, crd: 144474, firm: Offit Capital, city: New York, state: NY, value: 20603877707, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144474/; rank: 10, crd: 220519, firm: Summit Trail Advisors, LLC, city: New York, state: NY, value: 19941615810, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/220519/; rank: 11, crd: 301925, firm: Williams Jones Wealth Management, LLC, city: New York, state: NY, value: 12474548126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301925/; rank: 12, crd: 105690, firm: Tocqueville Asset Management LP, city: New York, state: NY, value: 10239765232, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105690/; rank: 13, crd: 168652, firm: Ritholtz Wealth Management, city: New York, state: NY, value: 9423491497, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168652/; rank: 14, crd: 152450, firm: Joel Isaacson & Co., LLC, city: New York, state: NY, value: 9323576105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152450/; rank: 15, crd: 301761, firm: Vise AI Advisors, city: New York City, state: NY, value: 8526312187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301761/; rank: 16, crd: 282563, firm: Douglas C. Lane & Associates, city: New York, state: NY, value: 8440543357, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282563/; rank: 17, crd: 343369, firm: Ingalls Investment Management, LLC, city: New York, state: NY, value: 7826602578, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343369/; rank: 18, crd: 116959, firm: Tag Associates LLC, city: New York, state: NY, value: 7067528406, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116959/; rank: 19, crd: 105597, firm: John W. Bristol & Co., Inc., city: New York, state: NY, value: 7065907809, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105597/; rank: 20, crd: 142633, firm: Cannell & Spears LLC, city: New York, state: NY, value: 6992200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142633/; rank: 21, crd: 108680, firm: Douglass Winthrop Advisors LLC, city: New York, state: NY, value: 6456845951, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108680/; rank: 22, crd: 145103, firm: Stelac Advisory Services LLC, city: New York, state: NY, value: 6286367512, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145103/; rank: 23, crd: 125618, firm: Klingman and Associates, LLC, city: New York, state: NY, value: 5664692453, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125618/; rank: 24, crd: 318493, firm: Savvy, city: New York, state: NY, value: 5001044474, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318493/; rank: 25, crd: 171787, firm: Compound Planning, Inc., city: New York, state: NY, value: 4848634144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171787/; rank: 26, crd: 105907, firm: Klingenstein Fields Advisors, city: New York, state: NY, value: 4698833301, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105907/; rank: 27, crd: 158722, firm: Seven Bridges Advisors LLC, city: New York, state: NY, value: 4610546213, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158722/; rank: 28, crd: 110275, firm: Karpus Investment Management, city: Pittsford, state: NY, value: 4295380885, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110275/; rank: 29, crd: 107309, firm: Meyer Handelman Company LLC, city: Rye Brook, state: NY, value: 3237166026, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107309/; rank: 30, crd: 309148, firm: Carrick Lane LLC, city: New York, state: NY, value: 3029750000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309148/; rank: 31, crd: 109001, firm: Capital Counsel LLC, city: New York, state: NY, value: 2874453202, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109001/; rank: 32, crd: 310199, firm: Cordoba Advisory Partners LLC, city: New York, state: NY, value: 2814184308, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310199/; rank: 33, crd: 109677, firm: Strategic Financial Services, city: Utica, state: NY, value: 2807579222, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109677/; rank: 34, crd: 322545, firm: Rock Harbor Partners LLC, city: Larchmont, state: NY, value: 2665606649, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322545/; rank: 35, crd: 166593, firm: The Portfolio Strategy Group, LLC, city: White Plains, state: NY, value: 2620983417, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166593/; rank: 36, crd: 109826, firm: Bridgewater Advisors Inc., city: New York, state: NY, value: 2566369842, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109826/; rank: 37, crd: 159403, firm: LVW Advisors, LLC, city: Pittsford, state: NY, value: 2471874272, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159403/; rank: 38, crd: 3403, firm: Shufro, Rose & Co., LLC, city: New York, state: NY, value: 2463652453, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3403/; rank: 39, crd: 104627, firm: Howe and Rusling, Inc., city: Rochester, state: NY, value: 2435230959, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104627/; rank: 40, crd: 129800, firm: Sandhill Investment Management, city: Buffalo, state: NY, value: 2404212153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129800/; rank: 41, crd: 289423, firm: Magnus Financial Group LLC, city: New York, state: NY, value: 2326112236, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289423/; rank: 42, crd: 154828, firm: Focused Wealth Management, Inc., city: Newburgh, state: NY, value: 2268833800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154828/; rank: 43, crd: 107434, firm: United Asset Strategies Inc., city: Garden City, state: NY, value: 2218000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107434/; rank: 44, crd: 110971, firm: Grandfield & Dodd, LLC, city: New York, state: NY, value: 2213268773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110971/; rank: 45, crd: 316791, firm: Raga Partners LP, city: New York, state: NY, value: 2195494520, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316791/; rank: 46, crd: 110793, firm: Next Capital Management LLC, city: New York, state: NY, value: 2135481487, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110793/; rank: 47, crd: 305052, firm: The Wealth Alliance, LLC, city: Melville, state: NY, value: 2102685090, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305052/; rank: 48, crd: 128723, firm: Tortoise Investment Management, LLC, city: White Plains, state: NY, value: 2067860526, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128723/; rank: 49, crd: 287525, firm: Avestar Capital, LLC, city: New York, state: NY, value: 2066742787, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287525/; rank: 50, crd: 308203, firm: Quent Capital, LLC, city: New York, state: NY, value: 2054686214, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308203/; rank: 51, crd: 104969, firm: Neville, Rodie & Shaw Inc, city: New York, state: NY, value: 2002835379, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104969/; rank: 52, crd: 325523, firm: Maridea Wealth Management, city: Brooklyn, state: NY, value: 1971582760, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325523/; rank: 53, crd: 292470, firm: Wilkinson Global Asset Management LLC, city: New York, state: NY, value: 1876751606, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292470/; rank: 54, crd: 115754, firm: Rockbridge Investment Management, LLC, city: Syracuse, state: NY, value: 1837441861, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115754/; rank: 55, crd: 110130, firm: Altfest Personal Wealth Management, city: New York, state: NY, value: 1798317121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110130/; rank: 56, crd: 153872, firm: WNY Asset Management, LLC, city: Williamsville, state: NY, value: 1729468767, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153872/; rank: 57, crd: 158964, firm: Novem Group, city: Rochester, state: NY, value: 1717643936, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158964/; rank: 58, crd: 317528, firm: Citrin Cooperman Wealth Management, LLC, city: New York, state: NY, value: 1699432395, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317528/; rank: 59, crd: 137147, firm: Levin Capital Strategies, L.P., city: New York, state: NY, value: 1659473378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137147/; rank: 60, crd: 111824, firm: Bouchey Financial Group, Ltd., city: Troy, state: NY, value: 1606520371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111824/; rank: 61, crd: 159667, firm: Linden Global Strategies LLC, city: New York, state: NY, value: 1602921356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159667/; rank: 62, crd: 147092, firm: Seacrest Wealth Management, LLC, city: Purchase, state: NY, value: 1533465779, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147092/; rank: 63, crd: 158898, firm: Ascent Wealth Partners, LLC, city: New Hartford, state: NY, value: 1518044632, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158898/; rank: 64, crd: 105361, firm: John G. Ullman & Associates, Inc, city: Horseheads, state: NY, value: 1511017383, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105361/; rank: 65, crd: 117307, firm: Whitney & Company, city: Rochester, state: NY, value: 1490490730, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117307/; rank: 66, crd: 106440, firm: Tsa Management Inc, city: Glen Head, state: NY, value: 1479139204, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106440/; rank: 67, crd: 289905, firm: Shade Tree Advisors LLC, city: Saratoga Springs, state: NY, value: 1454152031, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289905/; rank: 68, crd: 168254, firm: Fusion Family Wealth, LLC, city: Woodbury, state: NY, value: 1441403309, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168254/; rank: 69, crd: 118910, firm: Sanderson Wealth Management, LLC, city: Buffalo, state: NY, value: 1431219990, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118910/; rank: 70, crd: 164192, firm: Greenline Partners, city: New York, state: NY, value: 1405635000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164192/; rank: 71, crd: 107408, firm: Matrix Asset Advisors Inc, city: White Plains, state: NY, value: 1397521025, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107408/; rank: 72, crd: 164395, firm: The Pinnacle Financial Group, city: Rockville Centre, state: NY, value: 1383850000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164395/; rank: 73, crd: 306097, firm: Onyx Bridge Wealth Group LLC, city: Tarrytown, state: NY, value: 1370368948, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306097/; rank: 74, crd: 313247, firm: Next Level Private LLC, city: Harrison, state: NY, value: 1369973000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313247/; rank: 75, crd: 145521, firm: Hollow Brook Wealth Management LLC, city: Katonah, state: NY, value: 1367129887, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145521/; rank: 76, crd: 289764, firm: Sgroi Wealth Advisory Group LLC, city: West Seneca, state: NY, value: 1357154362, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289764/; rank: 77, crd: 147119, firm: Payne Capital Management, LLC, city: New York, state: NY, value: 1340509456, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147119/; rank: 78, crd: 172496, firm: River Partners Capital Management, LP, city: New York, state: NY, value: 1319282408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172496/; rank: 79, crd: 316069, firm: Chemistry Wealth Management LLC, city: New York, state: NY, value: 1264270138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316069/; rank: 80, crd: 140452, firm: J.J. Burns & Company, city: Melville, state: NY, value: 1253310566, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140452/; rank: 81, crd: 289759, firm: Opal Wealth Advisors, LLC, city: Jericho, state: NY, value: 1238191462, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289759/; rank: 82, crd: 338664, firm: Sharpe Advisors, LLC, city: New York, state: NY, value: 1230400000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338664/; rank: 83, crd: 305602, firm: Platform Technology Partners, city: Locust Valley, state: NY, value: 1228845049, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305602/; rank: 84, crd: 328064, firm: Legacy Edge Advisors, city: Syosset, state: NY, value: 1228771954, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328064/; rank: 85, crd: 310448, firm: Seasons of Advice Wealth Management, city: New York, state: NY, value: 1216853300, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310448/; rank: 86, crd: 161648, firm: Reagan Companies Asset Management, Inc, city: Syracuse, state: NY, value: 1160784261, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161648/; rank: 87, crd: 126021, firm: Kelleher Financial Advisors, LLC, city: New York, state: NY, value: 1153378435, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126021/; rank: 88, crd: 175476, firm: Ellevest, city: New York, state: NY, value: 1131232881, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175476/; rank: 89, crd: 117884, firm: Overbrook Management Corporation, city: New York, state: NY, value: 1121106153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117884/; rank: 90, crd: 159550, firm: King Wealth Management Group, LLC, city: Saratoga Springs, state: NY, value: 1084132315, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159550/; rank: 91, crd: 290111, firm: Titan, city: New York, state: NY, value: 1081917208, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290111/; rank: 92, crd: 151590, firm: Armbruster Capital Management, Inc., city: Pittsford, state: NY, value: 1055065472, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151590/; rank: 93, crd: 104548, firm: Griffin Asset Management, LLC, city: New York, state: NY, value: 1054935132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104548/; rank: 94, crd: 333038, firm: Matauro, LLC, city: New York, state: NY, value: 1047284784, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333038/; rank: 95, crd: 289541, firm: High Probability Advisors, LLC, city: Pittsford, state: NY, value: 1046309873, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289541/; rank: 96, crd: 282624, firm: Sterling Investment Counsel, LLC, city: Buffalo, state: NY, value: 1034282441, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282624/; rank: 97, crd: 107835, firm: J.W.Burns & Company, Inc., city: Dewitt, state: NY, value: 1026809872, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107835/; rank: 98, crd: 110409, firm: The Northstar Group, Inc., city: New York, state: NY, value: 1008518891, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110409/; rank: 99, crd: 308909, firm: Seeds, city: New York, state: NY, value: 1001233189, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308909/; rank: 100, crd: 142870, firm: Passive Capital Management, LLC, city: Syracuse, state: NY, value: 996942091, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142870/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/new-york/

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