{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most high net worth clients in New York","lead":"As of October 2, 2026, Betterment ranked #1 in New York in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 24,685.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most high net worth clients","how_it_is_computed":"Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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":101,"rows":[{"rank":1,"crd":149117,"firm":"Betterment","city":"New York","state":"NY","value":24685,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149117/"},{"rank":2,"crd":151559,"firm":"Cerity Partners LLC","city":"New York","state":"NY","value":14561,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151559/"},{"rank":3,"crd":106181,"firm":"Wealthspire Advisors","city":"New York","state":"NY","value":5553,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106181/"},{"rank":4,"crd":133535,"firm":"Arax Advisory Partners","city":"New York","state":"NY","value":4949,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/133535/"},{"rank":5,"crd":325281,"firm":"First Manhattan Co. LLC","city":"New York","state":"NY","value":3828,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325281/"},{"rank":6,"crd":290111,"firm":"Titan","city":"New York","state":"NY","value":2862,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290111/"},{"rank":7,"crd":142633,"firm":"Cannell & Spears LLC","city":"New York","state":"NY","value":1937,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142633/"},{"rank":8,"crd":301761,"firm":"Vise AI Advisors","city":"New York City","state":"NY","value":1870,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301761/"},{"rank":9,"crd":168652,"firm":"Ritholtz Wealth Management","city":"New York","state":"NY","value":1445,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168652/"},{"rank":10,"crd":301925,"firm":"Williams Jones Wealth Management, LLC","city":"New York","state":"NY","value":1335,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301925/"},{"rank":11,"crd":164395,"firm":"The Pinnacle Financial Group","city":"Rockville Centre","state":"NY","value":1249,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164395/"},{"rank":12,"crd":318493,"firm":"Savvy","city":"New York","state":"NY","value":1139,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318493/"},{"rank":13,"crd":152450,"firm":"Joel Isaacson & Co., LLC","city":"New York","state":"NY","value":1132,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152450/"},{"rank":14,"crd":343369,"firm":"Ingalls Investment Management, LLC","city":"New York","state":"NY","value":1090,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343369/"},{"rank":15,"crd":118333,"firm":"Silvercrest Asset Management Group LLC","city":"New York","state":"NY","value":1081,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118333/"},{"rank":16,"crd":105907,"firm":"Klingenstein Fields Advisors","city":"New York","state":"NY","value":977,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105907/"},{"rank":17,"crd":108680,"firm":"Douglass Winthrop Advisors LLC","city":"New York","state":"NY","value":884,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108680/"},{"rank":18,"crd":282563,"firm":"Douglas C. Lane & Associates","city":"New York","state":"NY","value":874,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282563/"},{"rank":19,"crd":105690,"firm":"Tocqueville Asset Management LP","city":"New York","state":"NY","value":741,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105690/"},{"rank":20,"crd":110275,"firm":"Karpus Investment Management","city":"Pittsford","state":"NY","value":729,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110275/"},{"rank":21,"crd":309148,"firm":"Carrick Lane LLC","city":"New York","state":"NY","value":645,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309148/"},{"rank":22,"crd":104548,"firm":"Griffin Asset Management, LLC","city":"New York","state":"NY","value":612,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104548/"},{"rank":22,"crd":171787,"firm":"Compound Planning, Inc.","city":"New York","state":"NY","value":612,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171787/"},{"rank":24,"crd":104627,"firm":"Howe and Rusling, Inc.","city":"Rochester","state":"NY","value":608,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104627/"},{"rank":25,"crd":220519,"firm":"Summit Trail Advisors, LLC","city":"New York","state":"NY","value":588,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/220519/"},{"rank":26,"crd":3403,"firm":"Shufro, Rose & Co., LLC","city":"New York","state":"NY","value":547,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/3403/"},{"rank":27,"crd":288330,"firm":"Cross Border Wealth, LLC","city":"New York","state":"NY","value":531,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288330/"},{"rank":28,"crd":110669,"firm":"Valicenti Advisory Services Inc","city":"Elmira","state":"NY","value":518,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110669/"},{"rank":29,"crd":107434,"firm":"United Asset Strategies Inc.","city":"Garden City","state":"NY","value":503,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107434/"},{"rank":30,"crd":109677,"firm":"Strategic Financial Services","city":"Utica","state":"NY","value":501,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109677/"},{"rank":31,"crd":292470,"firm":"Wilkinson Global Asset Management LLC","city":"New York","state":"NY","value":486,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/292470/"},{"rank":32,"crd":111824,"firm":"Bouchey Financial Group, Ltd.","city":"Troy","state":"NY","value":483,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111824/"},{"rank":33,"crd":145521,"firm":"Hollow Brook Wealth Management LLC","city":"Katonah","state":"NY","value":459,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145521/"},{"rank":34,"crd":125618,"firm":"Klingman and Associates, LLC","city":"New York","state":"NY","value":456,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125618/"},{"rank":35,"crd":152689,"firm":"Flynn Zito Capital Management, LLC","city":"Garden City","state":"NY","value":452,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152689/"},{"rank":36,"crd":305052,"firm":"The Wealth Alliance, LLC","city":"Melville","state":"NY","value":443,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305052/"},{"rank":37,"crd":328064,"firm":"Legacy Edge Advisors","city":"Syosset","state":"NY","value":442,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328064/"},{"rank":38,"crd":110130,"firm":"Altfest Personal Wealth Management","city":"New York","state":"NY","value":431,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110130/"},{"rank":39,"crd":147189,"firm":"Tiedemann Advisors, LLC","city":"New York","state":"NY","value":407,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147189/"},{"rank":40,"crd":107309,"firm":"Meyer Handelman Company LLC","city":"Rye Brook","state":"NY","value":402,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107309/"},{"rank":41,"crd":326728,"firm":"Sykon Capital LLC","city":"Harrison","state":"NY","value":390,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/326728/"},{"rank":42,"crd":106440,"firm":"Tsa Management Inc","city":"Glen Head","state":"NY","value":384,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106440/"},{"rank":43,"crd":153872,"firm":"WNY Asset Management, LLC","city":"Williamsville","state":"NY","value":383,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/153872/"},{"rank":44,"crd":107408,"firm":"Matrix Asset Advisors Inc","city":"White Plains","state":"NY","value":381,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107408/"},{"rank":45,"crd":132737,"firm":"Lipe & Dalton Investment Counsel","city":"Syracuse","state":"NY","value":376,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/132737/"},{"rank":46,"crd":289423,"firm":"Magnus Financial Group LLC","city":"New York","state":"NY","value":375,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289423/"},{"rank":47,"crd":129800,"firm":"Sandhill Investment Management","city":"Buffalo","state":"NY","value":374,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129800/"},{"rank":48,"crd":147092,"firm":"Seacrest Wealth Management, LLC","city":"Purchase","state":"NY","value":373,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147092/"},{"rank":49,"crd":175476,"firm":"Ellevest","city":"New York","state":"NY","value":371,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/175476/"},{"rank":50,"crd":310448,"firm":"Seasons of Advice Wealth Management","city":"New York","state":"NY","value":368,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310448/"},{"rank":51,"crd":109826,"firm":"Bridgewater Advisors Inc.","city":"New York","state":"NY","value":366,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109826/"},{"rank":52,"crd":128723,"firm":"Tortoise Investment Management, LLC","city":"White Plains","state":"NY","value":360,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128723/"},{"rank":53,"crd":166593,"firm":"The Portfolio Strategy Group, LLC","city":"White Plains","state":"NY","value":359,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166593/"},{"rank":54,"crd":126524,"firm":"Frisch Financial Group, Inc.","city":"Melville","state":"NY","value":358,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126524/"},{"rank":55,"crd":333038,"firm":"Matauro, LLC","city":"New York","state":"NY","value":354,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333038/"},{"rank":56,"crd":147119,"firm":"Payne Capital Management, LLC","city":"New York","state":"NY","value":349,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147119/"},{"rank":57,"crd":110818,"firm":"Circle Advisers Inc","city":"New York","state":"NY","value":348,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110818/"},{"rank":58,"crd":306097,"firm":"Onyx Bridge Wealth Group LLC","city":"Tarrytown","state":"NY","value":341,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306097/"},{"rank":59,"crd":324004,"firm":"Rockline Wealth Management LLC","city":"Islip Terrace","state":"NY","value":339,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324004/"},{"rank":60,"crd":305602,"firm":"Platform Technology Partners","city":"Locust Valley","state":"NY","value":336,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305602/"},{"rank":60,"crd":325523,"firm":"Maridea Wealth Management","city":"Brooklyn","state":"NY","value":336,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325523/"},{"rank":62,"crd":289759,"firm":"Opal Wealth Advisors, LLC","city":"Jericho","state":"NY","value":334,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/289759/"},{"rank":63,"crd":316069,"firm":"Chemistry Wealth Management LLC","city":"New York","state":"NY","value":331,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316069/"},{"rank":64,"crd":105361,"firm":"John G. Ullman & Associates, Inc","city":"Horseheads","state":"NY","value":324,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105361/"},{"rank":65,"crd":115754,"firm":"Rockbridge Investment Management, LLC","city":"Syracuse","state":"NY","value":316,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115754/"},{"rank":66,"crd":282624,"firm":"Sterling Investment Counsel, LLC","city":"Buffalo","state":"NY","value":307,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282624/"},{"rank":67,"crd":308203,"firm":"Quent Capital, LLC","city":"New York","state":"NY","value":298,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308203/"},{"rank":68,"crd":154828,"firm":"Focused Wealth Management, Inc.","city":"Newburgh","state":"NY","value":296,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154828/"},{"rank":69,"crd":110641,"firm":"Level Financial Advisors, Inc.","city":"East Amherst","state":"NY","value":289,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110641/"},{"rank":69,"crd":331749,"firm":"Autopilot","city":"New York","state":"NY","value":289,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331749/"},{"rank":71,"crd":161648,"firm":"Reagan Companies Asset Management, Inc","city":"Syracuse","state":"NY","value":285,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/161648/"},{"rank":72,"crd":311719,"firm":"Markin Asset Management, LP","city":"Rye","state":"NY","value":281,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311719/"},{"rank":73,"crd":140452,"firm":"J.J. Burns & Company","city":"Melville","state":"NY","value":280,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140452/"},{"rank":74,"crd":324239,"firm":"Masterworks Advisers, LLC","city":"New York","state":"NY","value":270,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324239/"},{"rank":75,"crd":107835,"firm":"J.W.Burns & Company, Inc.","city":"Dewitt","state":"NY","value":267,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107835/"},{"rank":76,"crd":158964,"firm":"Novem Group","city":"Rochester","state":"NY","value":260,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158964/"},{"rank":77,"crd":158898,"firm":"Ascent Wealth Partners, LLC","city":"New Hartford","state":"NY","value":258,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158898/"},{"rank":78,"crd":151590,"firm":"Armbruster Capital Management, Inc.","city":"Pittsford","state":"NY","value":257,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/151590/"},{"rank":78,"crd":307472,"firm":"Retirable","city":"New York","state":"NY","value":257,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307472/"},{"rank":80,"crd":167901,"firm":"VCP Financial LLC","city":"Staten Island","state":"NY","value":252,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167901/"},{"rank":81,"crd":120358,"firm":"Premier Wealth Advisors, LLC","city":"New York","state":"NY","value":251,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/120358/"},{"rank":82,"crd":159550,"firm":"King Wealth Management Group, LLC","city":"Saratoga Springs","state":"NY","value":248,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159550/"},{"rank":83,"crd":159403,"firm":"LVW Advisors, LLC","city":"Pittsford","state":"NY","value":247,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159403/"},{"rank":84,"crd":107562,"firm":"Fagan Associates Inc","city":"Troy","state":"NY","value":245,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107562/"},{"rank":85,"crd":118910,"firm":"Sanderson Wealth Management, LLC","city":"Buffalo","state":"NY","value":234,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118910/"},{"rank":86,"crd":337303,"firm":"Moldenhauer & Associates","city":"Orchard Park","state":"NY","value":232,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337303/"},{"rank":87,"crd":327833,"firm":"Lifegoal Investments, LLC","city":"Saratoga Springs","state":"NY","value":230,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327833/"},{"rank":88,"crd":313247,"firm":"Next Level Private LLC","city":"Harrison","state":"NY","value":228,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313247/"},{"rank":89,"crd":104969,"firm":"Neville, Rodie & Shaw Inc","city":"New York","state":"NY","value":222,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104969/"},{"rank":90,"crd":306473,"firm":"Giverny Capital Asset Management","city":"New York","state":"NY","value":221,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306473/"},{"rank":91,"crd":144474,"firm":"Offit Capital","city":"New York","state":"NY","value":219,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144474/"},{"rank":92,"crd":327022,"firm":"Kickstand Wealth Advisors","city":"Pittsford","state":"NY","value":215,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327022/"},{"rank":93,"crd":109288,"firm":"The Mathes Company, Inc.","city":"New York","state":"NY","value":210,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109288/"},{"rank":94,"crd":117307,"firm":"Whitney & Company","city":"Rochester","state":"NY","value":209,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117307/"},{"rank":95,"crd":285374,"firm":"Goalvest Advisory LLC","city":"New York","state":"NY","value":207,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285374/"},{"rank":96,"crd":288810,"firm":"Brixton Capital Wealth Advisors, LLC","city":"Garden City","state":"NY","value":206,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288810/"},{"rank":97,"crd":109688,"firm":"BBR Partners, LLC","city":"New York","state":"NY","value":203,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109688/"},{"rank":98,"crd":125500,"firm":"Greenbush Financial Group, LLC","city":"Albany","state":"NY","value":200,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125500/"},{"rank":98,"crd":168254,"firm":"Fusion Family Wealth, LLC","city":"Woodbury","state":"NY","value":200,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168254/"},{"rank":98,"crd":312712,"firm":"Lightedway Advisory Services, Inc.","city":"Harrison","state":"NY","value":200,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312712/"},{"rank":98,"crd":328629,"firm":"Murphy & Mullick Capital Management Corp","city":"Smithtown","state":"NY","value":200,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328629/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most high net worth clients, nationally","url":"https://advisoriq.com/ria/rankings/most-hnw-clients/"},{"title":"RIA market data for New York","url":"https://advisoriq.com/ria/states/new-york/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-hnw-clients/new-york/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-hnw-clients/new-york/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}