# Independent RIAs with the most clients in New York

As of October 2, 2026, Betterment ranked #1 in New York in AdvisorIQ's ranking of independent RIAs with the most clients, with 1,022,734.

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

## Facts

- ranking: Independent RIAs with the most clients
- how_it_is_computed: Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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: 100
- rows: rank: 1, crd: 149117, firm: Betterment, city: New York, state: NY, value: 1022734, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 2, crd: 311782, firm: Alinea Advisory Services LLC, city: New York, state: NY, value: 115693, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311782/; rank: 3, crd: 331749, firm: Autopilot, city: New York, state: NY, value: 103270, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331749/; rank: 4, crd: 290111, firm: Titan, city: New York, state: NY, value: 41733, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290111/; rank: 5, crd: 210522, firm: Finhabits Advisors, LLC, city: New York, state: NY, value: 33180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/210522/; rank: 6, crd: 318018, firm: Addition Wealth, city: New York, state: NY, value: 26785, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/318018/; rank: 7, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 26283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 8, crd: 285158, firm: Zoe Financial, Inc., city: New York, state: NY, value: 22227, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285158/; rank: 9, crd: 301761, firm: Vise AI Advisors, city: New York City, state: NY, value: 16405, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301761/; rank: 10, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 15678, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 11, crd: 171787, firm: Compound Planning, Inc., city: New York, state: NY, value: 13653, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171787/; rank: 12, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 10373, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 13, crd: 289764, firm: Sgroi Wealth Advisory Group LLC, city: West Seneca, state: NY, value: 7676, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289764/; rank: 14, crd: 325281, firm: First Manhattan Co. LLC, city: New York, state: NY, value: 6294, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325281/; rank: 15, crd: 315414, firm: Quantbase, city: New York, state: NY, value: 5887, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315414/; rank: 16, crd: 318493, firm: Savvy, city: New York, state: NY, value: 4878, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318493/; rank: 17, crd: 343369, firm: Ingalls Investment Management, LLC, city: New York, state: NY, value: 4454, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343369/; rank: 18, crd: 168652, firm: Ritholtz Wealth Management, city: New York, state: NY, value: 4221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168652/; rank: 19, crd: 324239, firm: Masterworks Advisers, LLC, city: New York, state: NY, value: 3759, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324239/; rank: 20, crd: 158964, firm: Novem Group, city: Rochester, state: NY, value: 3657, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158964/; rank: 21, crd: 153872, firm: WNY Asset Management, LLC, city: Williamsville, state: NY, value: 3268, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153872/; rank: 22, crd: 164395, firm: The Pinnacle Financial Group, city: Rockville Centre, state: NY, value: 3208, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164395/; rank: 23, crd: 106440, firm: Tsa Management Inc, city: Glen Head, state: NY, value: 2566, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106440/; rank: 24, crd: 142633, firm: Cannell & Spears LLC, city: New York, state: NY, value: 2551, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142633/; rank: 25, crd: 154828, firm: Focused Wealth Management, Inc., city: Newburgh, state: NY, value: 2333, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154828/; rank: 26, crd: 307472, firm: Retirable, city: New York, state: NY, value: 2248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307472/; rank: 27, crd: 287512, firm: Silver Grove Advisory Services, city: Orchard Park, state: NY, value: 2170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287512/; rank: 28, crd: 129800, firm: Sandhill Investment Management, city: Buffalo, state: NY, value: 2113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129800/; rank: 29, crd: 325523, firm: Maridea Wealth Management, city: Brooklyn, state: NY, value: 2100, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325523/; rank: 30, crd: 110275, firm: Karpus Investment Management, city: Pittsford, state: NY, value: 1859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110275/; rank: 31, crd: 306097, firm: Onyx Bridge Wealth Group LLC, city: Tarrytown, state: NY, value: 1848, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306097/; rank: 32, crd: 107562, firm: Fagan Associates Inc, city: Troy, state: NY, value: 1800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107562/; rank: 33, crd: 301925, firm: Williams Jones Wealth Management, LLC, city: New York, state: NY, value: 1754, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301925/; rank: 34, crd: 322603, firm: Fruitful, city: New York, state: NY, value: 1733, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322603/; rank: 35, crd: 107434, firm: United Asset Strategies Inc., city: Garden City, state: NY, value: 1673, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107434/; rank: 36, crd: 115754, firm: Rockbridge Investment Management, LLC, city: Syracuse, state: NY, value: 1587, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115754/; rank: 37, crd: 174327, firm: Quartz Partners Investment Management, city: Saratoga Springs, state: NY, value: 1544, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174327/; rank: 38, crd: 147092, firm: Seacrest Wealth Management, LLC, city: Purchase, state: NY, value: 1498, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147092/; rank: 39, crd: 341095, firm: Blue Horizon Equity, Inc., city: Pittsford, state: NY, value: 1491, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341095/; rank: 40, crd: 316434, firm: Domain Money Advisors, LLC, city: New York, state: NY, value: 1476, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316434/; rank: 41, crd: 104627, firm: Howe and Rusling, Inc., city: Rochester, state: NY, value: 1400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104627/; rank: 42, crd: 109677, firm: Strategic Financial Services, city: Utica, state: NY, value: 1336, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109677/; rank: 43, crd: 3403, firm: Shufro, Rose & Co., LLC, city: New York, state: NY, value: 1335, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3403/; rank: 44, crd: 108680, firm: Douglass Winthrop Advisors LLC, city: New York, state: NY, value: 1328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108680/; rank: 45, crd: 105907, firm: Klingenstein Fields Advisors, city: New York, state: NY, value: 1309, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105907/; rank: 46, crd: 152450, firm: Joel Isaacson & Co., LLC, city: New York, state: NY, value: 1271, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152450/; rank: 47, crd: 105690, firm: Tocqueville Asset Management LP, city: New York, state: NY, value: 1270, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105690/; rank: 48, crd: 305052, firm: The Wealth Alliance, LLC, city: Melville, state: NY, value: 1265, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305052/; rank: 49, crd: 318417, firm: Scout, city: Clifton Park, state: NY, value: 1246, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318417/; rank: 50, crd: 111824, firm: Bouchey Financial Group, Ltd., city: Troy, state: NY, value: 1225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111824/; rank: 51, crd: 118333, firm: Silvercrest Asset Management Group LLC, city: New York, state: NY, value: 1205, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118333/; rank: 52, crd: 337303, firm: Moldenhauer & Associates, city: Orchard Park, state: NY, value: 1177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337303/; rank: 53, crd: 289423, firm: Magnus Financial Group LLC, city: New York, state: NY, value: 1158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289423/; rank: 53, crd: 311264, firm: Elphinstone, city: New York, state: NY, value: 1158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311264/; rank: 55, crd: 282563, firm: Douglas C. Lane & Associates, city: New York, state: NY, value: 1146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282563/; rank: 56, crd: 105696, firm: Kershner, Grosso & Co., city: Saratoga Spring, state: NY, value: 1140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105696/; rank: 57, crd: 158898, firm: Ascent Wealth Partners, LLC, city: New Hartford, state: NY, value: 1096, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158898/; rank: 58, crd: 152689, firm: Flynn Zito Capital Management, LLC, city: Garden City, state: NY, value: 1075, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152689/; rank: 59, crd: 310647, firm: Retirement Planning Group, LLC, city: Malta, state: NY, value: 1043, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310647/; rank: 60, crd: 110669, firm: Valicenti Advisory Services Inc, city: Elmira, state: NY, value: 1037, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110669/; rank: 61, crd: 160052, firm: Prentice Wealth Management LLC, city: Rochester, state: NY, value: 1029, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160052/; rank: 62, crd: 147119, firm: Payne Capital Management, LLC, city: New York, state: NY, value: 1011, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147119/; rank: 63, crd: 105361, firm: John G. Ullman & Associates, Inc, city: Horseheads, state: NY, value: 1009, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105361/; rank: 64, crd: 308909, firm: Seeds, city: New York, state: NY, value: 950, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308909/; rank: 65, crd: 134005, firm: O'Bannon & Davis Inc., city: Williamsville, state: NY, value: 942, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134005/; rank: 66, crd: 128856, firm: Estabrook Capital Management LLC, city: New York, state: NY, value: 937, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128856/; rank: 67, crd: 310448, firm: Seasons of Advice Wealth Management, city: New York, state: NY, value: 931, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310448/; rank: 68, crd: 151237, firm: Minichmacgregor Wealth Management, LLC, city: Saratoga Springs, state: NY, value: 928, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151237/; rank: 69, crd: 118945, firm: Canty Wealth Management, city: Ballston Spa, state: NY, value: 922, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118945/; rank: 70, crd: 324004, firm: Rockline Wealth Management LLC, city: Islip Terrace, state: NY, value: 918, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324004/; rank: 71, crd: 153723, firm: Members Advisory Group, LLC, city: Williamsville, state: NY, value: 906, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153723/; rank: 71, crd: 282624, firm: Sterling Investment Counsel, LLC, city: Buffalo, state: NY, value: 906, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282624/; rank: 73, crd: 284920, firm: Bright Futures Wealth Management, LLC, city: Webster, state: NY, value: 900, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284920/; rank: 74, crd: 305602, firm: Platform Technology Partners, city: Locust Valley, state: NY, value: 888, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305602/; rank: 75, crd: 333038, firm: Matauro, LLC, city: New York, state: NY, value: 876, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333038/; rank: 76, crd: 313247, firm: Next Level Private LLC, city: Harrison, state: NY, value: 841, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313247/; rank: 77, crd: 125500, firm: Greenbush Financial Group, LLC, city: Albany, state: NY, value: 825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125500/; rank: 78, crd: 288810, firm: Brixton Capital Wealth Advisors, LLC, city: Garden City, state: NY, value: 819, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288810/; rank: 79, crd: 188521, firm: S.E.E.D. Planning Group, LLC, city: Binghamton, state: NY, value: 788, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/188521/; rank: 80, crd: 110971, firm: Grandfield & Dodd, LLC, city: New York, state: NY, value: 782, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110971/; rank: 81, crd: 161648, firm: Reagan Companies Asset Management, Inc, city: Syracuse, state: NY, value: 780, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161648/; rank: 82, crd: 173292, firm: A.G. Morgan Financial Advisors, LLC, city: Massapequa, state: NY, value: 774, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173292/; rank: 83, crd: 289759, firm: Opal Wealth Advisors, LLC, city: Jericho, state: NY, value: 751, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289759/; rank: 84, crd: 110641, firm: Level Financial Advisors, Inc., city: East Amherst, state: NY, value: 743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110641/; rank: 85, crd: 220519, firm: Summit Trail Advisors, LLC, city: New York, state: NY, value: 742, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/220519/; rank: 86, crd: 117307, firm: Whitney & Company, city: Rochester, state: NY, value: 739, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117307/; rank: 87, crd: 305239, firm: Horizon Financial, city: West Henrietta, state: NY, value: 734, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305239/; rank: 88, crd: 159550, firm: King Wealth Management Group, LLC, city: Saratoga Springs, state: NY, value: 719, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159550/; rank: 89, crd: 309185, firm: Milagre Wealth Management, Inc., city: White Plains, state: NY, value: 714, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309185/; rank: 90, crd: 309148, firm: Carrick Lane LLC, city: New York, state: NY, value: 713, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309148/; rank: 91, crd: 125618, firm: Klingman and Associates, LLC, city: New York, state: NY, value: 709, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125618/; rank: 92, crd: 110130, firm: Altfest Personal Wealth Management, city: New York, state: NY, value: 695, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110130/; rank: 93, crd: 337328, firm: Nerdwallet Wealth Partners, LLC, city: New York, state: NY, value: 694, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337328/; rank: 94, crd: 104548, firm: Griffin Asset Management, LLC, city: New York, state: NY, value: 689, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104548/; rank: 95, crd: 154382, firm: FSC Wealth Advisors, LLC, city: Fishkill, state: NY, value: 688, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154382/; rank: 96, crd: 326728, firm: Sykon Capital LLC, city: Harrison, state: NY, value: 664, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326728/; rank: 97, crd: 307491, firm: Stratton Capital Investment Advisory LLC, city: New York, state: NY, value: 663, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307491/; rank: 98, crd: 147625, firm: Joseph P. Lucia & Associates, LLC, city: Yorktown Heights, state: NY, value: 662, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147625/; rank: 99, crd: 332918, firm: Holistic Wealth Advisors, city: Clifton Park, state: NY, value: 656, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332918/; rank: 100, crd: 107408, firm: Matrix Asset Advisors Inc, city: White Plains, state: NY, value: 654, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107408/

## 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 clients, nationally](https://advisoriq.com/ria/rankings/most-clients/)
- [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-clients/new-york/

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