# Independent RIAs with the most advisory staff in New York

As of October 2, 2026, Cerity Partners LLC ranked #1 in New York in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 1,102.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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: count
- scope: New York
- firms_listed: 106
- rows: rank: 1, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 1102, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 2, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 3, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 168, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 4, crd: 318493, firm: Savvy, city: New York, state: NY, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318493/; rank: 5, crd: 118333, firm: Silvercrest Asset Management Group LLC, city: New York, state: NY, value: 92, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118333/; rank: 6, crd: 171787, firm: Compound Planning, Inc., city: New York, state: NY, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171787/; rank: 7, crd: 147189, firm: Tiedemann Advisors, LLC, city: New York, state: NY, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147189/; rank: 8, crd: 144474, firm: Offit Capital, city: New York, state: NY, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144474/; rank: 9, crd: 164395, firm: The Pinnacle Financial Group, city: Rockville Centre, state: NY, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164395/; rank: 10, crd: 109688, firm: BBR Partners, LLC, city: New York, state: NY, value: 53, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109688/; rank: 11, crd: 325281, firm: First Manhattan Co. LLC, city: New York, state: NY, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325281/; rank: 12, crd: 158964, firm: Novem Group, city: Rochester, state: NY, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158964/; rank: 12, crd: 343369, firm: Ingalls Investment Management, LLC, city: New York, state: NY, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343369/; rank: 14, crd: 168652, firm: Ritholtz Wealth Management, city: New York, state: NY, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168652/; rank: 15, crd: 341095, firm: Blue Horizon Equity, Inc., city: Pittsford, state: NY, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341095/; rank: 16, crd: 147092, firm: Seacrest Wealth Management, LLC, city: Purchase, state: NY, value: 36, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147092/; rank: 17, crd: 105690, firm: Tocqueville Asset Management LP, city: New York, state: NY, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105690/; rank: 18, crd: 149117, firm: Betterment, city: New York, state: NY, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 19, crd: 220519, firm: Summit Trail Advisors, LLC, city: New York, state: NY, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/220519/; rank: 20, crd: 105361, firm: John G. Ullman & Associates, Inc, city: Horseheads, state: NY, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105361/; rank: 21, crd: 109677, firm: Strategic Financial Services, city: Utica, state: NY, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109677/; rank: 21, crd: 325523, firm: Maridea Wealth Management, city: Brooklyn, state: NY, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325523/; rank: 23, crd: 301925, firm: Williams Jones Wealth Management, LLC, city: New York, state: NY, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301925/; rank: 24, crd: 116959, firm: Tag Associates LLC, city: New York, state: NY, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116959/; rank: 24, crd: 325292, firm: Tag Associates Florida LLC, city: New York, state: NY, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325292/; rank: 26, crd: 174327, firm: Quartz Partners Investment Management, city: Saratoga Springs, state: NY, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174327/; rank: 27, crd: 107434, firm: United Asset Strategies Inc., city: Garden City, state: NY, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107434/; rank: 27, crd: 110275, firm: Karpus Investment Management, city: Pittsford, state: NY, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110275/; rank: 27, crd: 289905, firm: Shade Tree Advisors LLC, city: Saratoga Springs, state: NY, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289905/; rank: 30, crd: 152450, firm: Joel Isaacson & Co., LLC, city: New York, state: NY, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152450/; rank: 30, crd: 301761, firm: Vise AI Advisors, city: New York City, state: NY, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301761/; rank: 32, crd: 110130, firm: Altfest Personal Wealth Management, city: New York, state: NY, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110130/; rank: 32, crd: 306097, firm: Onyx Bridge Wealth Group LLC, city: Tarrytown, state: NY, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306097/; rank: 34, crd: 105907, firm: Klingenstein Fields Advisors, city: New York, state: NY, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105907/; rank: 34, crd: 108680, firm: Douglass Winthrop Advisors LLC, city: New York, state: NY, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108680/; rank: 34, crd: 153872, firm: WNY Asset Management, LLC, city: Williamsville, state: NY, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153872/; rank: 34, crd: 188521, firm: S.E.E.D. Planning Group, LLC, city: Binghamton, state: NY, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/188521/; rank: 38, crd: 104627, firm: Howe and Rusling, Inc., city: Rochester, state: NY, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104627/; rank: 38, crd: 105799, firm: Schafer Cullen Capital Management Inc, city: New York, state: NY, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105799/; rank: 38, crd: 109826, firm: Bridgewater Advisors Inc., city: New York, state: NY, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109826/; rank: 38, crd: 142633, firm: Cannell & Spears LLC, city: New York, state: NY, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142633/; rank: 38, crd: 282563, firm: Douglas C. Lane & Associates, city: New York, state: NY, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282563/; rank: 38, crd: 287512, firm: Silver Grove Advisory Services, city: Orchard Park, state: NY, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287512/; rank: 38, crd: 322603, firm: Fruitful, city: New York, state: NY, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322603/; rank: 45, crd: 128723, firm: Tortoise Investment Management, LLC, city: White Plains, state: NY, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128723/; rank: 45, crd: 328064, firm: Legacy Edge Advisors, city: Syosset, state: NY, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328064/; rank: 47, crd: 158898, firm: Ascent Wealth Partners, LLC, city: New Hartford, state: NY, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158898/; rank: 47, crd: 289423, firm: Magnus Financial Group LLC, city: New York, state: NY, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289423/; rank: 47, crd: 331228, firm: Zero Day Capital Enterprises LLC, city: West Point, state: NY, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331228/; rank: 50, crd: 125618, firm: Klingman and Associates, LLC, city: New York, state: NY, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125618/; rank: 50, crd: 129800, firm: Sandhill Investment Management, city: Buffalo, state: NY, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129800/; rank: 50, crd: 284920, firm: Bright Futures Wealth Management, LLC, city: Webster, state: NY, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284920/; rank: 50, crd: 289764, firm: Sgroi Wealth Advisory Group LLC, city: West Seneca, state: NY, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289764/; rank: 50, crd: 316434, firm: Domain Money Advisors, LLC, city: New York, state: NY, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316434/; rank: 55, crd: 115754, firm: Rockbridge Investment Management, LLC, city: Syracuse, state: NY, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115754/; rank: 55, crd: 175476, firm: Ellevest, city: New York, state: NY, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175476/; rank: 55, crd: 289541, firm: High Probability Advisors, LLC, city: Pittsford, state: NY, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289541/; rank: 55, crd: 305052, firm: The Wealth Alliance, LLC, city: Melville, state: NY, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305052/; rank: 55, crd: 318018, firm: Addition Wealth, city: New York, state: NY, value: 13, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/318018/; rank: 55, crd: 324239, firm: Masterworks Advisers, LLC, city: New York, state: NY, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324239/; rank: 61, crd: 307472, firm: Retirable, city: New York, state: NY, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307472/; rank: 61, crd: 310448, firm: Seasons of Advice Wealth Management, city: New York, state: NY, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310448/; rank: 63, crd: 111824, firm: Bouchey Financial Group, Ltd., city: Troy, state: NY, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111824/; rank: 63, crd: 118910, firm: Sanderson Wealth Management, LLC, city: Buffalo, state: NY, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118910/; rank: 63, crd: 159403, firm: LVW Advisors, LLC, city: Pittsford, state: NY, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159403/; rank: 63, crd: 170339, firm: One Oak Capital Management, LLC, city: Purchase, state: NY, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170339/; rank: 63, crd: 336682, firm: O Asset Management LLC, city: Fairport, state: NY, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336682/; rank: 63, crd: 337328, firm: Nerdwallet Wealth Partners, LLC, city: New York, state: NY, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337328/; rank: 69, crd: 110641, firm: Level Financial Advisors, Inc., city: East Amherst, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110641/; rank: 69, crd: 145103, firm: Stelac Advisory Services LLC, city: New York, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145103/; rank: 69, crd: 158722, firm: Seven Bridges Advisors LLC, city: New York, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158722/; rank: 69, crd: 290111, firm: Titan, city: New York, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290111/; rank: 69, crd: 292115, firm: Brooklyn FI, LLC, city: Brooklyn, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292115/; rank: 69, crd: 297397, firm: Arch Global Advisors, LLC, city: New York, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297397/; rank: 69, crd: 313247, firm: Next Level Private LLC, city: Harrison, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313247/; rank: 69, crd: 333038, firm: Matauro, LLC, city: New York, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333038/; rank: 69, crd: 335624, firm: Connective Wealth Partners, LLC, city: Farmingdale, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335624/; rank: 69, crd: 337303, firm: Moldenhauer & Associates, city: Orchard Park, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337303/; rank: 69, crd: 339113, firm: Imperity Wealth Alliance LLC, city: Melville, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339113/; rank: 80, crd: 3403, firm: Shufro, Rose & Co., LLC, city: New York, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3403/; rank: 80, crd: 105597, firm: John W. Bristol & Co., Inc., city: New York, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105597/; rank: 80, crd: 110793, firm: Next Capital Management LLC, city: New York, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110793/; rank: 80, crd: 110971, firm: Grandfield & Dodd, LLC, city: New York, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110971/; rank: 80, crd: 126155, firm: Adirondack Financial Services Corp, city: Utica, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126155/; rank: 80, crd: 137147, firm: Levin Capital Strategies, L.P., city: New York, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137147/; rank: 80, crd: 166593, firm: The Portfolio Strategy Group, LLC, city: White Plains, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166593/; rank: 80, crd: 289759, firm: Opal Wealth Advisors, LLC, city: Jericho, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289759/; rank: 80, crd: 305239, firm: Horizon Financial, city: West Henrietta, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305239/; rank: 80, crd: 305602, firm: Platform Technology Partners, city: Locust Valley, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305602/; rank: 80, crd: 308203, firm: Quent Capital, LLC, city: New York, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308203/; rank: 80, crd: 314154, firm: Prospect Financial Services LLC, city: Melville, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314154/; rank: 80, crd: 317528, firm: Citrin Cooperman Wealth Management, LLC, city: New York, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317528/; rank: 93, crd: 107309, firm: Meyer Handelman Company LLC, city: Rye Brook, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107309/; rank: 93, crd: 107408, firm: Matrix Asset Advisors Inc, city: White Plains, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107408/; rank: 93, crd: 117307, firm: Whitney & Company, city: Rochester, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117307/; rank: 93, crd: 140452, firm: J.J. Burns & Company, city: Melville, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140452/; rank: 93, crd: 142214, firm: Samalin Wealth, city: Chappaqua, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142214/; rank: 93, crd: 142870, firm: Passive Capital Management, LLC, city: Syracuse, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142870/; rank: 93, crd: 154828, firm: Focused Wealth Management, Inc., city: Newburgh, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154828/; rank: 93, crd: 159550, firm: King Wealth Management Group, LLC, city: Saratoga Springs, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159550/; rank: 93, crd: 168463, firm: Quint Investments and Insurance, city: Wappingers Falls, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168463/; rank: 93, crd: 170884, firm: Dutch Asset Corporation, city: Selkirk, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170884/; rank: 93, crd: 281122, firm: Simmons Capital Group, city: Halfmoon, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281122/; rank: 93, crd: 282624, firm: Sterling Investment Counsel, LLC, city: Buffalo, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282624/; rank: 93, crd: 321846, firm: Steward Advisors Group, LLC, city: Halfmoon, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321846/; rank: 93, crd: 332833, firm: Stone Temple Partners LLC, city: New York, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332833/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/new-york/

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