RIAs in New York

2,878 RIAs headquartered in New York managing a combined $32.7T.

By city

New YorkNew York2,098 FIRMS · $32.2T BrooklynNew York43 FIRMS · $11.9B RochesterNew York39 FIRMS · $9.5B White PlainsNew York32 FIRMS · $15.2B PittsfordNew York30 FIRMS · $22.2B BuffaloNew York25 FIRMS · $12.6B Garden CityNew York24 FIRMS · $8.8B MelvilleNew York22 FIRMS · $8.7B WilliamsvilleNew York19 FIRMS · $6.8B AlbanyNew York19 FIRMS · $7.1B Rye BrookNew York16 FIRMS · $11.3B Saratoga SpringsNew York16 FIRMS · $6.5B SyracuseNew York16 FIRMS · $8.2B PurchaseNew York13 FIRMS · $31.5B HauppaugeNew York13 FIRMS · $3.8B Great NeckNew York12 FIRMS · $4.8B RyeNew York11 FIRMS · $36.7B JerichoNew York10 FIRMS · $3.9B WoodburyNew York10 FIRMS · $5.9B UniondaleNew York8 FIRMS · $12.3B FairportNew York8 FIRMS · $17.6B Staten IslandNew York8 FIRMS · $547M Orchard ParkNew York8 FIRMS · $2.2B VictorNew York8 FIRMS · $2.6B Mount KiscoNew York8 FIRMS · $18.5B HarrisonNew York8 FIRMS · $3B TarrytownNew York8 FIRMS · $19.3B ManhassetNew York7 FIRMS · $230M UticaNew York7 FIRMS · $3.7B ArmonkNew York7 FIRMS · $1.6B AmherstNew York7 FIRMS · $2.2B East SyracuseNew York6 FIRMS · $908M SyossetNew York6 FIRMS · $2.1B WestburyNew York6 FIRMS · $155M Port WashingtonNew York5 FIRMS · $5.8B CorningNew York5 FIRMS · $986M Rockville CenterNew York5 FIRMS · $24.2B IthacaNew York5 FIRMS · $1.3B LarchmontNew York5 FIRMS · $23.5B SchenectadyNew York4 FIRMS · $234M LathamNew York4 FIRMS · $754M New CityNew York4 FIRMS · $68.5M MassapequaNew York4 FIRMS · $592M Briarcliff ManorNew York4 FIRMS · $1.4B BronxvilleNew York4 FIRMS · $1.5B HuntingtonNew York4 FIRMS · $587M HalfmoonNew York3 FIRMS · $318M Cold SpringNew York3 FIRMS · $278M PoughkeepsieNew York3 FIRMS · $1.6B New RochelleNew York3 FIRMS · $2B Bedford HillsNew York3 FIRMS · $221M Locust ValleyNew York3 FIRMS · $1.6B CamillusNew York3 FIRMS · $180M Sag HarborNew York3 FIRMS · $538M New Hyde ParkNew York3 FIRMS · $1.5B CambridgeNew York3 FIRMS · $150M KingstonNew York3 FIRMS · $3.8B PlainviewNew York3 FIRMS · $505M CedarhurstNew York3 FIRMS · $773M BohemiaNew York3 FIRMS · $500M KatonahNew York3 FIRMS · $1.5B Wappingers FallsNew York3 FIRMS · $512M Pearl RiverNew York3 FIRMS · $13.5B FishkillNew York3 FIRMS · $468M ChappaquaNew York3 FIRMS · $957M SmithtownNew York3 FIRMS · $789M RiverheadNew York3 FIRMS · $1B CommackNew York3 FIRMS · $57.4M ElmiraNew York2 FIRMS · $1.1B FayettevilleNew York2 FIRMS · $166M FlushingNew York2 FIRMS · $14M Forest HillsNew York2 FIRMS · $78.9M GarrisonNew York2 FIRMS · $204M BabylonNew York2 FIRMS · $111M Glen CoveNew York2 FIRMS · $173M North SyracuseNew York2 FIRMS · $21.9M BinghamtonNew York2 FIRMS · $568M NyackNew York2 FIRMS · $88.5M OleanNew York2 FIRMS · $76.9M Clifton ParkNew York2 FIRMS · $539M Oyster BayNew York2 FIRMS · $495M GoshenNew York2 FIRMS · $1.8B PleasantvilleNew York2 FIRMS · $4.7B Port ChesterNew York2 FIRMS · $3.1B BrewsterNew York2 FIRMS · $187M Port Jefferson StationNew York2 FIRMS · $268M RonkonkomaNew York2 FIRMS · $22.6M HicksvilleNew York2 FIRMS · $30.3M BrightwatersNew York2 FIRMS · $80.8M Croton On HudsonNew York2 FIRMS · $91.1M ScarsdaleNew York2 FIRMS · $9.6M Sea CliffNew York2 FIRMS Honeoye FallsNew York2 FIRMS · $177M Hopewell JunctionNew York2 FIRMS · $137M East AuroraNew York2 FIRMS · $18M IrvingtonNew York2 FIRMS · $275M TroyNew York2 FIRMS · $2.5B ValhallaNew York2 FIRMS · $2.9B Valley StreamNew York2 FIRMS · $123M WebsterNew York2 FIRMS · $469M West SenecaNew York2 FIRMS · $1.4B LiverpoolNew York2 FIRMS · $186M WoodmereNew York2 FIRMS · $926M Long Island CityNew York2 FIRMS · $30.5M LynbrookNew York2 FIRMS · $349M MahopacNew York2 FIRMS · $131M MaltaNew York2 FIRMS · $474M MamaroneckNew York2 FIRMS · $686M Yorktown HeightsNew York1 FIRM · $388M AlbertsonNew York1 FIRM AquebogueNew York1 FIRM · $51.8M AstoriaNew York1 FIRM AuburnNew York1 FIRM · $420M BaldwinNew York1 FIRM · $5.9M Ballston SpaNew York1 FIRM · $254M Bay ShoreNew York1 FIRM BaysideNew York1 FIRM · $71.9M BronxNew York1 FIRM · $4.5M CanandaiguaNew York1 FIRM · $26M CazenoviaNew York1 FIRM · $36.6M CentereachNew York1 FIRM ChathamNew York1 FIRM · $62.6M ClarenceNew York1 FIRM · $280K CobleskillNew York1 FIRM · $5.4B CohoesNew York1 FIRM · $31.7B Cold Spring HarborNew York1 FIRM Croton FallsNew York1 FIRM East AmherstNew York1 FIRM · $975M East ElmhurstNew York1 FIRM East HamptonNew York1 FIRM · $6.8M East MeadowNew York1 FIRM · $60.1M ElmhurstNew York1 FIRM · $294M EndicottNew York1 FIRM · $93.9M FarmingdaleNew York1 FIRM · $135M FluvannaNew York1 FIRM GardinerNew York1 FIRM · $41.7M GermantownNew York1 FIRM · $1.8M GetzvilleNew York1 FIRM · $680M Glen HeadNew York1 FIRM · $1.5B GlenmontNew York1 FIRM · $183M Glens FallsNew York1 FIRM · $63.6M GlenvilleNew York1 FIRM · $28.2M Grand IslandNew York1 FIRM · $74.3M GuilderlandNew York1 FIRM · $126M HagueNew York1 FIRM · $68.2M HamburgNew York1 FIRM · $181M HawthorneNew York1 FIRM High FallsNew York1 FIRM · $7M HolmesNew York1 FIRM · $5.6M HomerNew York1 FIRM · $5.7M HorseheadsNew York1 FIRM · $1.5B Islip TerraceNew York1 FIRM · $750M Jackson HeightsNew York1 FIRM · $145K JamaicaNew York1 FIRM Kings ParkNew York1 FIRM · $1.1M LakevilleNew York1 FIRM · $82.6M LindenhurstNew York1 FIRM · $72.1M LockportNew York1 FIRM · $5.8M MaspethNew York1 FIRM · $308M MedfordNew York1 FIRM · $382M MenandsNew York1 FIRM · $204M MendonNew York1 FIRM · $50.7M Middle VillageNew York1 FIRM MillbrookNew York1 FIRM · $86.7M MineolaNew York1 FIRM · $1.5M MontebelloNew York1 FIRM MontgomeryNew York1 FIRM · $71.5M NesconsetNew York1 FIRM · $572M NewarkNew York1 FIRM · $3.2M NewburghNew York1 FIRM · $2.3B New HartfordNew York1 FIRM · $1.5B New PaltzNew York1 FIRM · $139M NorwichNew York1 FIRM · $1.6B OssiningNew York1 FIRM Ozone ParkNew York1 FIRM · $7M PawlingNew York1 FIRM · $344M Port JeffersonNew York1 FIRM · $512M Pound RidgeNew York1 FIRM · $106M Rego ParkNew York1 FIRM · $8.7M RensselaerNew York1 FIRM · $110M RhinebeckNew York1 FIRM · $26.8M RidgewoodNew York1 FIRM · $436K Rocky PointNew York1 FIRM · $108M RomeNew York1 FIRM · $62.1M SagaponackNew York1 FIRM · $10.4M Saint JamesNew York1 FIRM · $2.4M Saranac LakeNew York1 FIRM · $24.5M SaugertiesNew York1 FIRM · $246M SelkirkNew York1 FIRM · $187M SetauketNew York1 FIRM SkaneatelesNew York1 FIRM · $23.1M Sleepy HollowNew York1 FIRM · $85M SomersNew York1 FIRM · $367M SoutholdNew York1 FIRM · $37.9M South SalemNew York1 FIRM StaatsburgNew York1 FIRM · $30.5M SuffernNew York1 FIRM · $81.8M SunnysideNew York1 FIRM · $22.2M ThendaraNew York1 FIRM · $3.1M WarwickNew York1 FIRM · $40.4M WatervilleNew York1 FIRM · $75.2M WesthamptonNew York1 FIRM · $7.4M West HarrisonNew York1 FIRM · $515M West HenriettaNew York1 FIRM · $510M West SayvilleNew York1 FIRM · $25.8M WhitestoneNew York1 FIRM WindhamNew York1 FIRM · $24.9M YonkersNew York1 FIRM · $5.5M AirmontNew York1 FIRM · $141M

All RIAs in New York

Acacia Grove Wealth Management

Schenectady, NY

AUM $41.6MTEAM 1REPS 1

Neiman Funds Management LLC

Williamsville, NY

AUM $41.2MTEAM 3REPS 3

Twentythree Advisory

New York, NY

AUM $41.1MTEAM 1REPS 1

Spano Advisory Services Inc.

Mahopac, NY

AUM $41MTEAM 1REPS 1

Mcneill Capital, LLC

Saratoga Springs, NY

AUM $40.6MTEAM 1REPS 1

O'Brien Capital Management, Inc.

Nyack, NY

AUM $40.6MTEAM 1REPS 1

Basicvalue Asset Management Inc.

New York, NY

AUM $40.5MTEAM 1REPS 1

Arcap Partners LLC

Plainview, NY

AUM $40.5MTEAM 3REPS 2

Magellan Financial Solutions LLC

Warwick, NY

AUM $40.4MTEAM 1REPS 1

CIO Capital Group LLC

New York, NY

AUM $40.1MTEAM 5REPS 4

Four Points Advisors, LLC

New York, NY

AUM $40MTEAM 12REPS 13

2201 Capital, LLC

New York, NY

AUM $40MTEAM 3REPS 3

NOW Asset Management LLC

Purchase, NY

AUM $39.8MTEAM 3REPS 2

Msress III Manager, L.L.C.

New York, NY

AUM $39.6MTEAM 372REPS 6

IHS Wealth Management LLC

Oyster Bay, NY

AUM $39.4MTEAM 2REPS 2

Gilead Capital LP

New York, NY

AUM $39.1MTEAM 3REPS 2

Amidon & Petersen Financials, LLC

Albany, NY

AUM $39.1MTEAM 2REPS 2

Anglia Advisors

Valley Stream, NY

AUM $39MTEAM 1REPS 1

Peak Wealth Management

Saratoga Springs, NY

AUM $39MTEAM 1REPS 1

Clearview Financial Planning, Inc.

Southold, NY

AUM $37.9MTEAM 1REPS 1

Artesian Capital Management (Delaware) LP

New York, NY

AUM $37.7MTEAM 7REPS 5

Paramount Wealth Advisors

West Seneca, NY

AUM $37.6MTEAM 3REPS 2

LEO Wealth Management, LLC

Staten Island, NY

AUM $37.3MTEAM 1REPS 1

Palladium Heritage Management, LLC

New York, NY

AUM $37.2MTEAM 2REPS 3

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