Data / Investment advisers / New York / Purchase
Investment advisers in Purchase, NY: 15 firms, $2 trillion in AUM
15 investment advisers have their main office in Purchase, New York: 14 SEC registered and 1 exempt reporting. The registered advisers report $2 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Morgan Stanley with $2 trillion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 15Advisers
- 14SEC registered
- 1Exempt reporting
- $2 trillionTotal AUM
- 12Advisers over $100 million
- 6Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | Purchase | $1.96 trillion | 2,703,720 | 29,481 | Not listed | (914) 225-5510 | morganstanley.com | adviserinfo.sec.gov |
| Greenhaven Associates Inc | Purchase | $11.66 billion | 225 | 7 | Not listed | (914) 253-9350 | adviserinfo.sec.gov | |
| Consulting Group Advisory Services LLC | Purchase | $9.82 billion | 12 | 17 | Not listed | (914) 225-1000 | adviserinfo.sec.gov | |
| Greywolf Capital Management LP | Purchase | $3.08 billion | 48 | 31 | 26 | (914) 251-8200 | greywolfcapital.com | adviserinfo.sec.gov |
| Twinbeech Capital LP | Purchase | $2.52 billion | 3 | 7 | 1 | (914) 315-9908 | adviserinfo.sec.gov | |
| Seacrest Wealth Management, LLC | Purchase | $1.53 billion | 3,417 | 47 | Not listed | (914) 502-1900 | seacrestwm.com | adviserinfo.sec.gov |
| Foresight Global Investors, Inc. | Purchase | $955.2 million | 17 | 6 | Not listed | (914) 253-8809 | foresightgi.com | adviserinfo.sec.gov |
| Alpine Saxon Woods | Purchase | $669.6 million | 161 | 12 | Not listed | (914) 251-0880 | alpinesaxonwoods.com | adviserinfo.sec.gov |
| Bracco Asset Management | Purchase | $446 million | 4 | 7 | 2 | (646) 989-4040 | adviserinfo.sec.gov | |
| One Oak Capital Management, LLC | Purchase | $418.5 million | 384 | 14 | 3 | (914) 205-5821 | oneoakcapitalmgmt.com | adviserinfo.sec.gov |
| Alpine Woods Capital Investors, LLC | Purchase | $180.6 million | 4 | 12 | 3 | (914) 251-0880 | alpinesaxonwoods.com | adviserinfo.sec.gov |
| Seacrest Investment Management, LLC | Purchase | $110.9 million | 70 | 3 | Not listed | (914) 502-1905 | seacrestim.com | adviserinfo.sec.gov |
| Main Street Financial | Purchase | $71.1 million | 267 | 4 | Not listed | (914) 698-8303 | mainstfinancial.com | adviserinfo.sec.gov |
| Now Asset Management LLC | Purchase | $39.8 million | 2 | 3 | Not listed | (914) 901-1040 | adviserinfo.sec.gov | |
| Viridian Capital | Purchase | Not listed | Not listed | Not listed | 1 | (914) 589-5969 | adviserinfo.sec.gov |
Advisers in Purchase that manage private funds
6 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Greywolf Capital Management LP | Purchase | NY | 26 | 18 | 1 | Not listed | Not listed | $3.09 billion | $3.08 billion | adviserinfo.sec.gov |
| One Oak Capital Management, LLC | Purchase | NY | 3 | 3 | Not listed | Not listed | Not listed | $172.7 million | $418.5 million | adviserinfo.sec.gov |
| Alpine Woods Capital Investors, LLC | Purchase | NY | 3 | 3 | Not listed | Not listed | Not listed | $116.7 million | $180.6 million | adviserinfo.sec.gov |
| Bracco Asset Management | Purchase | NY | 2 | 2 | Not listed | Not listed | Not listed | $446 million | $446 million | adviserinfo.sec.gov |
| Twinbeech Capital LP | Purchase | NY | 1 | 1 | Not listed | Not listed | Not listed | $2.52 billion | $2.52 billion | adviserinfo.sec.gov |
| Viridian Capital | Purchase | NY | 1 | Not listed | 1 | Not listed | Not listed | $33.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.