# Newest independent RIAs in New York

As of October 2, 2026, Sharpe Advisors, LLC ranked #1 in New York in AdvisorIQ's ranking of newest independent RIAs, with $1.2 billion.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: New York
- firms_listed: 153
- rows: rank: 1, 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: 2, crd: 338362, firm: Jack Creek Partners LLC, city: New York, state: NY, value: 809000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338362/; rank: 3, crd: 341095, firm: Blue Horizon Equity, Inc., city: Pittsford, state: NY, value: 745938696, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341095/; rank: 4, crd: 342014, firm: Veneroso Wealth Management, city: Woodbury, state: NY, value: 298792338, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342014/; rank: 5, crd: 341229, firm: Factorpoint Planning, LLC, city: Pittsford, state: NY, value: 287933766, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341229/; rank: 6, crd: 340266, firm: Tailored Wealth Solutions, city: Saratoga Springs, state: NY, value: 271777434, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340266/; rank: 7, crd: 341117, firm: Lionhunter Capital Management LLC, city: New York, state: NY, value: 266785469, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341117/; rank: 8, crd: 341550, firm: Unified Retirement Planning Group, city: Briarcliff Manor, state: NY, value: 197043391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341550/; rank: 9, crd: 316095, firm: Quantstreet Capital, city: Rye, state: NY, value: 192641359, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316095/; rank: 10, crd: 341031, firm: Ives Hill Wealth Management, city: Dewitt, state: NY, value: 183051483, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341031/; rank: 11, crd: 338908, firm: Pereon Wealth LLC, city: New York, state: NY, value: 180571500, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338908/; rank: 12, crd: 326868, firm: Altar Rock, city: New York, state: NY, value: 158692083, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326868/; rank: 13, crd: 340003, firm: Prism Planning and Solutions Group, city: White Plains, state: NY, value: 157013593, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340003/; rank: 14, crd: 338376, firm: Manhattan Wealth Management Group, city: New York, state: NY, value: 153113339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338376/; rank: 15, crd: 339113, firm: Imperity Wealth Alliance LLC, city: Melville, state: NY, value: 139699291, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339113/; rank: 16, crd: 337455, firm: Lifecapital Partners LLC, city: New York, state: NY, value: 133225543, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337455/; rank: 17, crd: 342323, firm: Schonfeld Wealth Management, LLC, city: Brooklyn, state: NY, value: 132887325, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342323/; rank: 18, crd: 170886, firm: Minko Wealth, city: Brooklyn, state: NY, value: 119090347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170886/; rank: 19, crd: 340322, firm: Koehler Asset Management, city: Babylon, state: NY, value: 110995000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340322/; rank: 20, crd: 148790, firm: Polero Ice Advisers, city: New York, state: NY, value: 106028000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148790/; rank: 21, crd: 160979, firm: Nosuris, Inc., city: Lynbrook, state: NY, value: 95000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160979/; rank: 22, crd: 306261, firm: Sebetic Advisors, LLC, city: East Williston, state: NY, value: 94388000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306261/; rank: 23, crd: 338916, firm: Voss Wealth Management, city: Endicott, state: NY, value: 93900636, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338916/; rank: 24, crd: 338046, firm: Colucci Wealth Management LLC, city: Brightwaters, state: NY, value: 80796246, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338046/; rank: 25, crd: 315300, firm: SMP Financial Planning, LLC, city: New York, state: NY, value: 78289709, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315300/; rank: 26, crd: 339467, firm: HV Capital Management, city: Montgomery, state: NY, value: 71512244, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339467/; rank: 27, crd: 339215, firm: Valorem LLC, city: New York, state: NY, value: 54254178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339215/; rank: 28, crd: 315778, firm: Brandon Hill Wealth Management, LLC, city: Katonah, state: NY, value: 48388343, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315778/; rank: 29, crd: 340496, firm: JQL Wealth, city: Pittsford, state: NY, value: 44850000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340496/; rank: 30, crd: 270003, firm: WGS Management Services, Inc, city: Rochester, state: NY, value: 41632122, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/270003/; rank: 31, crd: 332881, firm: Acacia Grove Wealth Management, city: Schenectady, state: NY, value: 41601668, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332881/; rank: 32, crd: 313006, firm: Arcap Partners LLC, city: Plainview, state: NY, value: 40451597, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313006/; rank: 33, crd: 341112, firm: 2201 Capital, LLC, city: New York, state: NY, value: 40000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341112/; rank: 34, crd: 329852, firm: Ihs Wealth Management LLC, city: Oyster Bay, state: NY, value: 39405464, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329852/; rank: 35, crd: 312399, firm: Paramount Wealth Advisors, city: Buffalo, state: NY, value: 37639930, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312399/; rank: 36, crd: 319716, firm: Wharton Wealth Planning, LLC, city: New York, state: NY, value: 36871967, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319716/; rank: 37, crd: 283882, firm: Rabenold Advisors, Inc., city: Williamsville, state: NY, value: 35557038, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283882/; rank: 38, crd: 281725, firm: Wealthnest Capital Inc., city: Staten Island, state: NY, value: 34889134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281725/; rank: 39, crd: 341363, firm: Stone Oak Capital LLC, city: Rochester, state: NY, value: 33720036, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341363/; rank: 40, crd: 283860, firm: True Abundance Advisors, city: White Plains, state: NY, value: 31951134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283860/; rank: 41, crd: 295320, firm: Wesfair Advisory Group, Inc., city: Chappaqua, state: NY, value: 30268007, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295320/; rank: 42, crd: 327519, firm: Castfirm Advisors LLC, city: Garden City, state: NY, value: 30000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327519/; rank: 43, crd: 330252, firm: Port Capital Management, city: Massapequa, state: NY, value: 29811084, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330252/; rank: 44, crd: 307332, firm: School of Personal Finance, city: Yorktown Heights, state: NY, value: 28653053, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307332/; rank: 45, crd: 144985, firm: Sip Financial Services, city: Glenville, state: NY, value: 28165682, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144985/; rank: 46, crd: 277083, firm: Eden Advisory Services, LLC, city: Albany, state: NY, value: 27800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277083/; rank: 47, crd: 330067, firm: Big Rock Advisors LLC, city: Sag Harbor, state: NY, value: 27760000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330067/; rank: 48, crd: 312126, firm: JPS Advisors LLC, city: Brooklyn, state: NY, value: 26551815, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312126/; rank: 49, crd: 338643, firm: Spring Street Wealth, city: New York, state: NY, value: 26440000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338643/; rank: 50, crd: 334241, firm: Dantes Outlook, city: Bronx, state: NY, value: 26000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334241/; rank: 51, crd: 332251, firm: Elevate Planners, city: Brooklyn, state: NY, value: 25946000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332251/; rank: 52, crd: 338575, firm: Derryrush Wealth, city: West Sayville, state: NY, value: 25840002, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338575/; rank: 53, crd: 281138, firm: Metis Asset Management Advisory, LLC, city: Syosset, state: NY, value: 16650445, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281138/; rank: 54, crd: 154988, firm: Tilden Capital Management, LLC, city: Valhalla, state: NY, value: 16034200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154988/; rank: 55, crd: 332418, firm: Westchester Wealth Management, city: South Salem, state: NY, value: 10000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332418/; rank: 56, crd: 277166, firm: Hommel Wealth Management, Inc., city: Garden City, state: NY, value: 9750000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277166/; rank: 57, crd: 340204, firm: Casper, Michael J., city: Briarcliff Manor, state: NY, value: 9100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340204/; rank: 58, crd: 339389, firm: Lancaster, city: New York, state: NY, value: 8561710, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339389/; rank: 59, crd: 337942, firm: Flexincome Fund, city: Westhampton, state: NY, value: 7400000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337942/; rank: 60, crd: 338618, firm: Aspire Wealth Advisory Group, LLC, city: New York, state: NY, value: 6165207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338618/; rank: 61, crd: 339005, firm: Angel Wealth Advisors, city: Astoria, state: NY, value: 5444825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339005/; rank: 62, crd: 338848, firm: Lanmar Capital Management, city: Rock Hill, state: NY, value: 2461650, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338848/; rank: 63, crd: 316146, firm: Moor Funds, city: New York, state: NY, value: 2000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316146/; rank: 64, crd: 340966, firm: CDT Capital Wealth Advisory LLC, city: Syosset, state: NY, value: 1905622, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340966/; rank: 65, crd: 339023, firm: Affluence, city: Brooklyn, state: NY, value: 238084, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339023/; rank: 66, crd: 337909, firm: Autonomous Wealth Management LLC, city: Brooklyn, state: NY, value: 45580, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337909/; rank: 67, crd: 337532, firm: Omen Advisory, LLC, city: New York, state: NY, value: 36000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337532/; rank: 68, crd: 338270, firm: Versalife Advisors, city: Jamaica, state: NY, value: 35000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338270/; rank: 69, crd: 340058, firm: Wealthie Advisors, city: Brooklyn, state: NY, value: 27322, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340058/; rank: 70, crd: 338992, firm: LTS Wealth Management, city: Syracuse, state: NY, value: 16495, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338992/; rank: 71, crd: 338656, firm: Mary & Pip, city: New York, state: NY, value: 2214, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338656/; rank: 72, crd: 338525, firm: Musaffa LLC, city: New York, state: NY, value: 2000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338525/; rank: 73, crd: 311492, firm: Creative Capital, city: Brooklyn, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311492/; rank: 73, crd: 312342, firm: Fincera, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312342/; rank: 73, crd: 313752, firm: Keala Advisors, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313752/; rank: 73, crd: 331431, firm: Alpha Concepts LLC, city: Jericho, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331431/; rank: 73, crd: 336744, firm: Altera Private Wealth LLC, city: East Elmhurst, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336744/; rank: 73, crd: 337462, firm: Wealth Forward Advisors, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337462/; rank: 73, crd: 337526, firm: Regenesys Capital Management LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337526/; rank: 73, crd: 337819, firm: Variety RIA LLC, city: Brooklyn, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337819/; rank: 73, crd: 337923, firm: Arrowpoint Asset Advisors, LLC, city: Hudson, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337923/; rank: 73, crd: 338208, firm: Good Luck NY Inc., city: Spring Valley, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338208/; rank: 73, crd: 338232, firm: Vanik Capital LLC, city: Lagrangeville, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338232/; rank: 73, crd: 338278, firm: Mendlstein Capital Holdings LLC, city: Sunnyside, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338278/; rank: 73, crd: 338648, firm: Comfort Capital Management, city: Livonia, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338648/; rank: 73, crd: 338926, firm: Goldstrike Capital LLC, city: North Syracuse, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338926/; rank: 73, crd: 338969, firm: Guzhuna Asset Management, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338969/; rank: 73, crd: 338982, firm: Montreux Group LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338982/; rank: 73, crd: 339354, firm: Aegis Guild Capital, LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339354/; rank: 73, crd: 339413, firm: Champion, Jessica, city: Chittenango, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339413/; rank: 73, crd: 339661, firm: Ola-I Consulting, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339661/; rank: 73, crd: 339748, firm: New York Fee Simple, LLC, city: Brooklyn, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339748/; rank: 73, crd: 339800, firm: Sagewood Capital Management LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339800/; rank: 73, crd: 339886, firm: Heritage Advisory LLC, city: Woodbury, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339886/; rank: 73, crd: 339936, firm: Omnes Wealth Management LLC, city: Johnson City, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339936/; rank: 73, crd: 339954, firm: Auriex Wealth Advisors LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339954/; rank: 73, crd: 339975, firm: Hamewith Wealth, city: Pittsford, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339975/; rank: 73, crd: 340224, firm: EV Capital Management LLC, city: Kew Gardens, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340224/; rank: 73, crd: 340245, firm: Anchr Technologies RIA LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340245/; rank: 73, crd: 340279, firm: Civitas Management LLC, city: Brooklyn, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340279/; rank: 73, crd: 340329, firm: ZZ Planning LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340329/; rank: 73, crd: 340389, firm: Hannigan Financial, LLC, city: Brooklyn, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340389/; rank: 73, crd: 340439, firm: Sound Futures, city: not stated, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340439/; rank: 73, crd: 340558, firm: Bogart Advisory Group LLC, city: East Islip, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340558/; rank: 73, crd: 340608, firm: PK Financial Services, city: Pawling, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340608/; rank: 73, crd: 340660, firm: Aetherion LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340660/; rank: 73, crd: 340720, firm: Highrock Capital Management Inc., city: Uniondale, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340720/; rank: 73, crd: 341024, firm: Ruth, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341024/; rank: 73, crd: 341285, firm: Clemons Financial Education Company, city: Fairport, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341285/; rank: 73, crd: 341332, firm: Tendful Wealth Planning, city: Rome, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341332/; rank: 73, crd: 341420, firm: Lahontan Capital LLC, city: Albany, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341420/; rank: 73, crd: 341432, firm: Covenant Wealth, city: Buffalo, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341432/; rank: 73, crd: 341489, firm: Finish Line Wealth Management, LLC, city: East Aurora, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341489/; rank: 73, crd: 341514, firm: Ardrossan Wealth Management, LLC, city: Long Island City, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341514/; rank: 73, crd: 341606, firm: Silk, city: Manhasset, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341606/; rank: 73, crd: 341883, firm: Forward Wealth, city: Brooklyn, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341883/; rank: 73, crd: 342079, firm: Raijin AI, city: Brooklyn, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342079/; rank: 73, crd: 342114, firm: North Pillar Capital, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342114/; rank: 73, crd: 342215, firm: The Compounding Co, city: Baldwin, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342215/; rank: 73, crd: 342221, firm: Mindi Financial, city: Beacon, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342221/; rank: 73, crd: 342280, firm: Interstellar Wealth LLC, city: Skaneateles, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342280/; rank: 73, crd: 342291, firm: Wallace Wealth Advisory, Inc., city: Jamaica, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342291/; rank: 73, crd: 342301, firm: Community Capital Advisors LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342301/; rank: 73, crd: 342387, firm: Youya Wealth, city: Dix Hills, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342387/; rank: 73, crd: 342409, firm: Accfox Capital LLC, city: Monsey, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342409/; rank: 73, crd: 342429, firm: Quasar, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342429/; rank: 73, crd: 342494, firm: Gorges Capital Management LLC, city: Rochester, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342494/; rank: 73, crd: 342547, firm: Yearwood Financial, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342547/; rank: 73, crd: 342640, firm: Three Dots Advisory LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342640/; rank: 73, crd: 342704, firm: Harbor Light Capital LLC, city: Webster, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342704/; rank: 73, crd: 342726, firm: Labounty Financial Planning, city: Pittsford, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342726/; rank: 73, crd: 342730, firm: Aura Investments LLC, city: not stated, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342730/; rank: 73, crd: 342735, firm: Velara Wealth Management Inc., city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342735/; rank: 73, crd: 342990, firm: The Educator's Advisor, city: Bay Shore, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342990/; rank: 73, crd: 342998, firm: Alpine Advisory Partners, LLC, city: Clarence, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342998/; rank: 73, crd: 343036, firm: Palus Advisory LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343036/; rank: 73, crd: 343145, firm: Camba Capital, LLC, city: Port Jefferson Station, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343145/; rank: 73, crd: 343168, firm: Apeiron Wealth Service, city: Astoria, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343168/; rank: 73, crd: 343196, firm: Imperative Wealth Planning, city: Endwell, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343196/; rank: 73, crd: 343251, firm: Attuned Wealth LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343251/; rank: 73, crd: 343256, firm: Midfield Private Wealth, LLC, city: White Plains, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343256/; rank: 73, crd: 343329, firm: West Village Wealth, city: Brooklyn, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343329/; rank: 73, crd: 343402, firm: Twin Bridges Advisory, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343402/; rank: 73, crd: 343470, firm: Elessar Wealth, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343470/; rank: 73, crd: 343597, firm: S Financial Advisory LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343597/; rank: 73, crd: 343623, firm: Ascentio Capital, LP, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343623/; rank: 73, crd: 343698, firm: Savlan Wealth Partners, city: New City, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343698/; rank: 73, crd: 343719, firm: Libris Capital Management LLC, city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343719/; rank: 73, crd: 343756, firm: Turtle Wealth, city: Springwater, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343756/; rank: 73, crd: 343811, firm: Aldebaran Capital, city: Brooklyn, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343811/; rank: 73, crd: 343853, firm: Future Proof Consulting Group LLC, city: White Plains, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343853/; rank: 73, crd: 343978, firm: Novera Wealth, Inc., city: New York, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343978/; rank: 73, crd: 344021, firm: Heirmont Wealth Management, city: Uniondale, state: NY, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344021/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/new-york/

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