RIAs in New York

2,851 RIAs headquartered in New York managing a combined $33T.

By city

New YorkNew York2,067 FIRMS · $32.5TBrooklynnNew York42 FIRMS · $10.6BRochesterNew York41 FIRMS · $10.2BWhite PlainsNew York31 FIRMS · $15.1BBuffaloNew York29 FIRMS · $13BPittsfordNew York29 FIRMS · $20.8BMelvilleNew York26 FIRMS · $9.7BGarden CityNew York23 FIRMS · $8.5BWilliamsvilleNew York19 FIRMS · $6.8BAlbanyNew York19 FIRMS · $7.1BRye BrookNew York16 FIRMS · $11.6BSyracuseNew York16 FIRMS · $8BPurchaseNew York16 FIRMS · $32.1BSaratoga SpringsNew York16 FIRMS · $6.5BRyeNew York12 FIRMS · $36.9BHauppaugeNew York12 FIRMS · $3BGreat NeckNew York12 FIRMS · $4.8BJerichoNew York11 FIRMS · $4BWoodburyNew York9 FIRMS · $5.6BHarrisonNew York8 FIRMS · $3BVictorNew York8 FIRMS · $2.6BFairportNew York8 FIRMS · $17.6BMount KiscoNew York8 FIRMS · $18.5BStaten IslandNew York8 FIRMS · $542MUticaNew York7 FIRMS · $3.7BArmonkNew York7 FIRMS · $1.6BManhassetNew York7 FIRMS · $213MTarrytownNew York7 FIRMS · $18.2BAmherstNew York7 FIRMS · $2.2BEast SyracuseNew York6 FIRMS · $908MCorningNew York6 FIRMS · $1.4BWestburyNew York6 FIRMS · $145MUniondaleNew York6 FIRMS · $12.3BIthacaNew York5 FIRMS · $1.3BLarchmontNew York5 FIRMS · $23.5BSyossetNew York5 FIRMS · $2.1BRockville CenterNew York5 FIRMS · $24.2BPort WashingtonNew York5 FIRMS · $5.8BOrchard ParkNew York5 FIRMS · $1.8BLathamNew York4 FIRMS · $754MBronxvilleNew York4 FIRMS · $1.5BBriarcliff ManorNew York4 FIRMS · $1.2BNew Hyde ParkNew York4 FIRMS · $1.6BNew CityNew York4 FIRMS · $84.1MHuntingtonNew York4 FIRMS · $654MMassapequaNew York4 FIRMS · $592MSchenectadyNew York4 FIRMS · $234MPoughkeepsieNew York3 FIRMS · $1.6BIrvingtonNew York3 FIRMS · $340MHalfmoonNew York3 FIRMS · $318MWappingers FallsNew York3 FIRMS · $512MFishkillNew York3 FIRMS · $468MPlainviewNew York3 FIRMS · $496MKatonahNew York3 FIRMS · $1.5BKingstonNew York3 FIRMS · $3.8BBedford HillsNew York3 FIRMS · $221MPearl RiverNew York3 FIRMS · $13.5BLocust ValleyNew York3 FIRMS · $1.6BNew RochelleNew York3 FIRMS · $2BCommackNew York3 FIRMS · $57.4MSag HarborNew York3 FIRMS · $526MCold SpringNew York3 FIRMS · $278MSmithtownNew York3 FIRMS · $789MChappaquaNew York3 FIRMS · $951MBohemiaNew York3 FIRMS · $500MCedarhurstNew York3 FIRMS · $773MRiverheadNew York3 FIRMS · $1BCamillusNew York3 FIRMS · $180MCambridgeNew York3 FIRMS · $150MRonkonkomaNew York2 FIRMS · $22.6MBabylonNew York2 FIRMSBinghamtonNew York2 FIRMS · $568MBrewsterNew York2 FIRMS · $187MBrightwatersNew York2 FIRMS · $80.8MClifton ParkNew York2 FIRMS · $539MCroton On HudsonNew York2 FIRMS · $91.1MEast AuroraNew York2 FIRMS · $18MElmiraNew York2 FIRMS · $1.1BFayettevilleNew York2 FIRMS · $166MFlushingNew York2 FIRMS · $14MForest HillsNew York2 FIRMS · $78.9MGarrisonNew York2 FIRMS · $204MGlen CoveNew York2 FIRMS · $161MGoshenNew York2 FIRMS · $1.8BHicksvilleNew York2 FIRMS · $30.3MHopewell JunctionNew York2 FIRMS · $137MLiverpoolNew York2 FIRMS · $186MLong Island CityNew York2 FIRMS · $30.5MLynbrookNew York2 FIRMS · $349MMahopacNew York2 FIRMS · $131MMaltaNew York2 FIRMS · $474MMamaroneckNew York2 FIRMS · $686MNorth SyracuseNew York2 FIRMS · $21.9MNyackNew York2 FIRMS · $88.5MOleanNew York2 FIRMS · $76.9MOyster BayNew York2 FIRMS · $495MPleasantvilleNew York2 FIRMS · $4.7BPort ChesterNew York2 FIRMS · $3.1BPort Jefferson StationNew York2 FIRMS · $238MSea CliffNew York2 FIRMSSomersNew York2 FIRMS · $433MTroyNew York2 FIRMS · $2.5BValhallaNew York2 FIRMS · $2.9BValley StreamNew York2 FIRMS · $123MWebsterNew York2 FIRMS · $469MWest SenecaNew York2 FIRMS · $1.4BWoodmereNew York2 FIRMS · $926MHagueNew York1 FIRM · $68.2MMedfordNew York1 FIRM · $382MGuilderlandNew York1 FIRM · $126MMenandsNew York1 FIRM · $204MMendonNew York1 FIRM · $50.7MMiddle VillageNew York1 FIRMMillbrookNew York1 FIRM · $86.7MMineolaNew York1 FIRM · $1.2MMontebelloNew York1 FIRMMontgomeryNew York1 FIRM · $71.5MGrand IslandNew York1 FIRM · $74.3MNesconsetNew York1 FIRM · $572MNewarkNew York1 FIRM · $3.2MNewburghNew York1 FIRM · $2.3BGlenvilleNew York1 FIRM · $28.2MNew HartfordNew York1 FIRM · $1.5BGlens FallsNew York1 FIRM · $63.6MNew PaltzNew York1 FIRM · $139MGlenmontNew York1 FIRM · $183MGlen HeadNew York1 FIRM · $1.5BBaldwinNew York1 FIRM · $5.9MNorwichNew York1 FIRM · $1.6BWesthamptonNew York1 FIRM · $7.4MWest HarrisonNew York1 FIRM · $515MGetzvilleNew York1 FIRM · $680MOssiningNew York1 FIRMWest HenriettaNew York1 FIRM · $510MOzone ParkNew York1 FIRM · $7MPawlingNew York1 FIRM · $344MGermantownNew York1 FIRM · $1.8MGardinerNew York1 FIRM · $41.7MFluvannaNew York1 FIRMWest SayvilleNew York1 FIRM · $25.8MYonkersNew York1 FIRM · $5.5MPort JeffersonNew York1 FIRM · $512MAuburnNew York1 FIRM · $420MFarmingdaleNew York1 FIRM · $135MEndicottNew York1 FIRM · $93.9MPound RidgeNew York1 FIRM · $106MElmhurstNew York1 FIRM · $294MRego ParkNew York1 FIRM · $8.7MRensselaerNew York1 FIRM · $110MRhinebeckNew York1 FIRM · $26.8MRidgewoodNew York1 FIRM · $436KEast MeadowNew York1 FIRM · $60.1MEast HamptonNew York1 FIRM · $6.8MEast ElmhurstNew York1 FIRMRocky PointNew York1 FIRM · $108MRomeNew York1 FIRM · $62.1MAirmontNew York1 FIRM · $141MEast AmherstNew York1 FIRM · $863MCroton FallsNew York1 FIRMSagaponackNew York1 FIRM · $10.4MCold Spring HarborNew York1 FIRM · $354MSaint JamesNew York1 FIRM · $2.4MSaranac LakeNew York1 FIRM · $24.5MCohoesNew York1 FIRM · $31.7BSaugertiesNew York1 FIRM · $246MScarsdaleNew York1 FIRM · $9.6MCobleskillNew York1 FIRM · $5.4BWhitestoneNew York1 FIRMSelkirkNew York1 FIRM · $187MSetauketNew York1 FIRMSkaneatelesNew York1 FIRM · $23.1MSleepy HollowNew York1 FIRM · $85MClarenceNew York1 FIRM · $550KAquebogueNew York1 FIRM · $51.8MSoutholdNew York1 FIRM · $37.9MSouth SalemNew York1 FIRMStaatsburgNew York1 FIRM · $30.5MChathamNew York1 FIRM · $62.6MSuffernNew York1 FIRM · $81.8MSunnysideNew York1 FIRM · $22.2MCentereachNew York1 FIRMCazenoviaNew York1 FIRM · $36.6MCanandaiguaNew York1 FIRM · $26MThendaraNew York1 FIRM · $3.1MWindhamNew York1 FIRM · $24.9MBronxNew York1 FIRM · $4.5MBaysideNew York1 FIRM · $57.1MAlbertsonNew York1 FIRMIslip TerraceNew York1 FIRM · $750MJackson HeightsNew York1 FIRM · $145KJamaicaNew York1 FIRMHorseheadsNew York1 FIRM · $1.5BHoneoye FallsNew York1 FIRM · $67MKings ParkNew York1 FIRM · $1.1MHomerNew York1 FIRM · $5.7MLakevilleNew York1 FIRM · $82.6MHolmesNew York1 FIRM · $5.6MHigh FallsNew York1 FIRM · $7MLindenhurstNew York1 FIRM · $72.1MYorktown HeightsNew York1 FIRM · $388MLockportNew York1 FIRM · $5.8MHawthorneNew York1 FIRMBay ShoreNew York1 FIRMBallston SpaNew York1 FIRM · $254MWarwickNew York1 FIRM · $40.4MWatervilleNew York1 FIRM · $75.2MWoodsideNew York1 FIRMHamburgNew York1 FIRM · $181MMaspethNew York1 FIRM · $308M

All RIAs in New York

Atla Capital Management LLC

RIA

New York, NY

AUM $60.8MTEAM 2REPS 1

Blackstone Real Estate Advisors V L.P.

RIA

New York, NY

AUM $60.2MTEAM 374REPS 4

Goldiron Gp LLC

RIA

New York, NY

AUM $60.2MTEAM 1REPS 1

R & R Financial Planners, Inc.

RIA

East Meadow, NY

AUM $60.1MTEAM 3REPS 6

Halo Investment Services, LLC

RIA

Manhasset, NY

AUM $60MTEAM 24REPS 22

Liberty Wealth Managers

RIA

New York, NY

AUM $59.9MTEAM 2REPS 2

Quantel Asset Management LLC

RIA

New York, NY

AUM $59.7MTEAM 3REPS 1

Wyser-Pratte Management Co, Inc.

RIA

Bedford Hills, NY

AUM $58.6MTEAM 2REPS 1

Capital Insights Group Of Wny, LLC

RIA

Buffalo, NY

AUM $58.6MTEAM 3REPS 3

Helianth Investment Management LLC

RIA

Port Chester, NY

AUM $58.4MTEAM 1REPS 1

Truck Capital

RIA

New York, NY

AUM $58.3MTEAM 7REPS 2

One Hopper Asset Management

RIA

Utica, NY

AUM $57.5MTEAM 3REPS 2

Princeton Value Partners LLC

RIA

New York, NY

AUM $57.4MTEAM 2REPS 2

Network Investment Advisors Incorporated

RIA

Commack, NY

AUM $57.4MTEAM 5REPS 1

NGC Financial, LLC

RIA

Bayside, NY

AUM $57.1MTEAM 1REPS 1

Newoak Asset Management LLC

RIA

New York, NY

AUM $57.1MTEAM 6REPS 1

Moment Advisors, LLC

RIA

New York, NY

AUM $56.3MTEAM 6REPS 6

Cannistra Financial Advisors Inc.

RIA

Mount Kisco, NY

AUM $56.1MTEAM 1REPS 1

Szop Multistrat Management LLC

RIA

New York, NY

AUM $55.9MTEAM 8REPS 4

Sidus Investment Management, LLC

RIA

New York, NY

AUM $55.1MTEAM 4REPS 3

JC Miano Investment Advisory Service

RIA

Utica, NY

AUM $54.5MTEAM 1REPS 1

Westmore Asset Management

RIA

Pearl River, NY

AUM $54.5MTEAM 1REPS 2

Alpha

RIA

New York, NY

AUM $54.5MTEAM 2REPS 1

Valorem LLC

RIA

New York, NY

AUM $54.3MTEAM 2REPS 2

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