City
Wealth management firms in Rye, New York
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Rye, New York reported $575.7 million in regulatory assets under management; the largest by assets was Quantstreet Capital, with $192.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $575.7 million
- Average per firm
- $57.6 million
- SEC-registered, of those listed
- 5 of 10 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Quantstreet Capital | SEC | $192.6 million | 74 |
| 2 | Markin Asset Management, LP | SEC | $152.5 million | 413 |
| 3 | CK Advisors, LLC | SEC | $96.7 million | 47 |
| 4 | Munakata Associates LLC | SEC | $59.2 million | 27 |
| 5 | Lotus Investment Advisors | SEC | $30.0 million | 12 |
| 6 | Blumberg B+v Advisors, LLC | State | $20.2 million | 8 |
| 7 | Tuliptree Advisors | State | $11.0 million | 19 |
| 8 | Financial Spyglass® | State | $9.6 million | 13 |
| 9 | Honey Badger Advisors LLC | State | $3.9 million | 26 |
| 10 | Broad Wealth Management, Inc. | State | $0 | 0 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.