Data / Investment advisers / Serving charitable organizations / New York

Investment advisers in New York serving charitable organizations: 470 firms

Name: Investment advisers in New York serving charitable organizations: Form ADV data
Creator: SpecStream
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470 SEC registered investment advisers with a main office in New York report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $418 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Morgan Stanley.

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.

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470Advisers
$418 billionAUM from this client type
431Advisers over $100 million
November 2, 2026File date

Advisers in New York serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record. The first 300 of 470 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Morgan Stanley	Purchase	39,751	$79.48 billion	$1.96 trillion	adviserinfo.sec.gov
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	6,759	$43.03 billion	$1.78 trillion	adviserinfo.sec.gov
Blackrock Financial Management, Inc	New York	58	$28.58 billion	$1.60 trillion	adviserinfo.sec.gov
Goldman Sachs Asset Management, L.P.	New York	625	$24.69 billion	$2.65 trillion	adviserinfo.sec.gov
J.P. Morgan Investment Management Inc.	New York	200	$24.34 billion	$3.52 trillion	adviserinfo.sec.gov
Cerity Partners LLC	New York	253	$17.53 billion	$161.68 billion	adviserinfo.sec.gov
Goldman Sachs & Co. LLC	New York	1,040	$17.53 billion	$133.64 billion	adviserinfo.sec.gov
Cerity Partners Ocio LLC	New York	38	$15.16 billion	$21.13 billion	adviserinfo.sec.gov
MPC Capital Advisors, LLC	Rockville Centre	19	$12.67 billion	$22.57 billion	adviserinfo.sec.gov
RBC Capital Markets, LLC	New York	2,222	$10.80 billion	$310.43 billion	adviserinfo.sec.gov
Morgan Stanley Investment Management Inc.	New York	10	$7.01 billion	$702.25 billion	adviserinfo.sec.gov
J.P. Morgan Securities LLC	New York	928	$6.28 billion	$429.69 billion	adviserinfo.sec.gov
Neuberger Berman Investment Advisers LLC	New York	991	$6.00 billion	$398.65 billion	adviserinfo.sec.gov
Eagle Capital Management LLC	New York	251	$5.45 billion	$35.80 billion	adviserinfo.sec.gov
Davis Selected Advisers, Ny, Inc.	New York	9	$4.99 billion	$21.98 billion	adviserinfo.sec.gov
UBS Asset Management (Americas) LLC	New York	2,743	$4.32 billion	$588.22 billion	adviserinfo.sec.gov
Summit Rock Advisors, LP	New York	15	$4.05 billion	$26.18 billion	adviserinfo.sec.gov
Cerity Partners Retirement Plan Consultants	New York	20	$3.38 billion	$40.25 billion	adviserinfo.sec.gov
East End Advisors, LLC	New York	7	$3.25 billion	$6.06 billion	adviserinfo.sec.gov
Franklin Templeton Private Portfolio Group, LLC	New York	606	$3.10 billion	$139.88 billion	adviserinfo.sec.gov
Jennison Associates	New York	151	$3.01 billion	$214.84 billion	adviserinfo.sec.gov
Westfuller Advisors, LLC	New York	37	$2.99 billion	$3.37 billion	adviserinfo.sec.gov
General Atlantic Service Company, L.P.	New York	36	$2.95 billion	$125.26 billion	adviserinfo.sec.gov
Offit Capital	New York	33	$2.78 billion	$20.60 billion	adviserinfo.sec.gov
Alesco Advisors, LLC, an Esl Company	Pittsford	118	$2.74 billion	$5.61 billion	adviserinfo.sec.gov
Aetos Alternatives Management	New York	16	$2.72 billion	$5.80 billion	adviserinfo.sec.gov
Greenhaven Associates Inc	Purchase	27	$2.45 billion	$11.66 billion	adviserinfo.sec.gov
Tiedemann Advisors, LLC	New York	31	$2.41 billion	$31.01 billion	adviserinfo.sec.gov
Rockefeller Capital Management	New York	275	$2.40 billion	$99.60 billion	adviserinfo.sec.gov
Rockefeller Capital Management	New York	87	$2.28 billion	$36.76 billion	adviserinfo.sec.gov
John W. Bristol & Co., Inc.	New York	52	$2.21 billion	$7.07 billion	adviserinfo.sec.gov
DWS Investment Management Americas, Inc.	New York	3	$2.17 billion	$199.66 billion	adviserinfo.sec.gov
RBC Rochdale, LLC	New York	122	$2.06 billion	$72.96 billion	adviserinfo.sec.gov
Lazard Asset Management LLC	New York	141	$1.98 billion	$120.52 billion	adviserinfo.sec.gov
Ramirez Asset Management, Inc.	New York	73	$1.82 billion	$12.27 billion	adviserinfo.sec.gov
Capricorn Investment Group LLC	New York	2	$1.63 billion	$18.85 billion	adviserinfo.sec.gov
First Manhattan Co. LLC	New York	108	$1.57 billion	$38.09 billion	adviserinfo.sec.gov
Clearbridge Investments, LLC	New York	244	$1.53 billion	$184.81 billion	adviserinfo.sec.gov
Manning & Napier Advisors, LLC	Fairport	148	$1.50 billion	$17.03 billion	adviserinfo.sec.gov
Advanced Portfolio Management, LLC	New York	2	$1.35 billion	$2.70 billion	adviserinfo.sec.gov
Arnhold LLC	New York	6	$1.33 billion	$6.44 billion	adviserinfo.sec.gov
Silvercrest Asset Management Group LLC	New York	50	$1.31 billion	$28.33 billion	adviserinfo.sec.gov
Brave Warrior Advisors, LLC	New York	8	$1.28 billion	$5.64 billion	adviserinfo.sec.gov
Record Currency Management Inc	New York	Fewer than 5	$1.18 billion	$19.66 billion	adviserinfo.sec.gov
Tocqueville Asset Management LP	New York	42	$1.18 billion	$10.24 billion	adviserinfo.sec.gov
Ethic	New York	28	$1.07 billion	$10.12 billion	adviserinfo.sec.gov
Pivotal Advisors LLC	New York	9	$1.06 billion	$1.07 billion	adviserinfo.sec.gov
Cohen & Steers Capital Management Inc.	New York	11	$1.04 billion	$85.67 billion	adviserinfo.sec.gov
Muzinich & Co., Inc.	New York	Fewer than 5	$1.02 billion	$31.27 billion	adviserinfo.sec.gov
Cohen Klingenstein, LLC	New York	10	$962.3 million	$3.39 billion	adviserinfo.sec.gov
Bleichroeder LP	New York	6	$935.8 million	$2.43 billion	adviserinfo.sec.gov
Shenkman Capital Management, Inc.	New York	16	$929.4 million	$36.54 billion	adviserinfo.sec.gov
Schroder Investment Management North America Inc	New York	10	$928.3 million	$150.40 billion	adviserinfo.sec.gov
Summit Trail Advisors, LLC	New York	9	$925.1 million	$19.94 billion	adviserinfo.sec.gov
Goldman Sachs Wealth Services, L.P.	Cohoes	75	$902 million	$31.69 billion	adviserinfo.sec.gov
Crewcial Partners LLC	New York	9	$875.7 million	$971.6 million	adviserinfo.sec.gov
Oppenheimer Asset Management	New York	252	$759.7 million	$21.33 billion	adviserinfo.sec.gov
Ruane Cunniff L.P.	New York	31	$728.6 million	$10.53 billion	adviserinfo.sec.gov
Insight Investment	New York	8	$686.5 million	$171.09 billion	adviserinfo.sec.gov
Belle Haven Investments, L.P.	Rye Brook	278	$647.4 million	$24.74 billion	adviserinfo.sec.gov
Timessquare Capital Management, LLC	New York	11	$647.3 million	$7.90 billion	adviserinfo.sec.gov
Wealthspire Advisors	New York	94	$619.1 million	$34.32 billion	adviserinfo.sec.gov
Select Equity Group, L.P.	New York	45	$598.8 million	$36.38 billion	adviserinfo.sec.gov
BNY Mellon Advisors, Inc.	New York	243	$594.4 million	$33.48 billion	adviserinfo.sec.gov
Jpmorgan Alternative Asset Management	New York	23	$579.9 million	$29.73 billion	adviserinfo.sec.gov
Greenline Partners	New York	Fewer than 5	$577.6 million	$1.41 billion	adviserinfo.sec.gov
J.P. Morgan Private Investments Inc.	New York	79	$568.8 million	$469.98 billion	adviserinfo.sec.gov
Guggenheim Partners Investment Management, LLC	New York	18	$562.3 million	$240.66 billion	adviserinfo.sec.gov
Brown Brothers Harriman Credit Partners, LLC	New York	Fewer than 5	$551 million	$57.43 billion	adviserinfo.sec.gov
Fiera Capital Inc.	New York	98	$530.4 million	$17.28 billion	adviserinfo.sec.gov
Citigroup Global Markets Inc.	New York	143	$509.1 million	$56.01 billion	adviserinfo.sec.gov
Rush Island Management, LP	New York	Fewer than 5	$461.3 million	$2.02 billion	adviserinfo.sec.gov
Courier Capital, LLC	Buffalo	35	$456.4 million	$3.59 billion	adviserinfo.sec.gov
Klingenstein Fields Advisors	New York	41	$445.5 million	$4.70 billion	adviserinfo.sec.gov
Alpine Saxon Woods	Purchase	17	$444.3 million	$669.6 million	adviserinfo.sec.gov
TD Private Client Wealth LLC	New York	110	$443.1 million	$8.57 billion	adviserinfo.sec.gov
Oppenheimer & Co. Inc.	New York	191	$420.9 million	$36.71 billion	adviserinfo.sec.gov
Pzena Investment Management LLC	New York	21	$419.1 million	$81.44 billion	adviserinfo.sec.gov
Meyer Handelman Company LLC	Rye Brook	5	$410.8 million	$3.24 billion	adviserinfo.sec.gov
Ramp Advisory LLC	New York	449	$395.6 million	$4.08 billion	adviserinfo.sec.gov
Donald Smith & Co., Inc.	New York	8	$395.3 million	$5.60 billion	adviserinfo.sec.gov
Quantech Solution Partners North America Inc.	Ny	1	$380.7 million	$517.9 million	adviserinfo.sec.gov
Mudrick Capital	New York	3	$378.9 million	$3.28 billion	adviserinfo.sec.gov
Hamlin Capital Management, LLC	New York	51	$366.6 million	$8.71 billion	adviserinfo.sec.gov
Ehrenkranz Partners L.P.	New York	5	$358.7 million	$21.54 billion	adviserinfo.sec.gov
Tetragon Partners L.P.	New York	Fewer than 5	$357 million	$6.40 billion	adviserinfo.sec.gov
Equinum, LLC	Brooklyn	40	$331.1 million	$757 million	adviserinfo.sec.gov
Griffin Asset Management, LLC	New York	12	$330.5 million	$1.05 billion	adviserinfo.sec.gov
Baron Capital Management, Inc.	New York	3	$315 million	$10.79 billion	adviserinfo.sec.gov
Cullen Capital Management, LLC	New York	115	$309.3 million	$11.58 billion	adviserinfo.sec.gov
Douglass Winthrop Advisors LLC	New York	39	$309 million	$6.46 billion	adviserinfo.sec.gov
Arax Advisory Partners	New York	130	$298.7 million	$26.52 billion	adviserinfo.sec.gov
Overbrook Management Corporation	New York	9	$287.3 million	$1.12 billion	adviserinfo.sec.gov
Beck, Mack & Oliver LLC	New York	38	$286.9 million	$6.18 billion	adviserinfo.sec.gov
Fenimore Asset Management, Inc.	Cobleskill	68	$283.3 million	$5.41 billion	adviserinfo.sec.gov
Equitable Advisors, LLC	New York	214	$280.7 million	$47.26 billion	adviserinfo.sec.gov
Independent Investors Inc	Nesconset	4	$278.4 million	$571.9 million	adviserinfo.sec.gov
Pine Ridge Advisers LLC	New York	3	$274.8 million	$14.42 billion	adviserinfo.sec.gov
Blue Owl Credit Private Fund Advisors LLC	New York	2	$274.6 million	$46.06 billion	adviserinfo.sec.gov
Gilder Gagnon Howe & Co. LLC	New York	34	$274.1 million	$12.12 billion	adviserinfo.sec.gov
325 Capital	New York	Fewer than 5	$272 million	$337.8 million	adviserinfo.sec.gov
Williams Jones Wealth Management, LLC	New York	127	$271.4 million	$12.47 billion	adviserinfo.sec.gov
Quantum Portfolio Management, LLC	New York	10	$254.2 million	$339.6 million	adviserinfo.sec.gov
Cannell & Spears LLC	New York	53	$250.3 million	$6.99 billion	adviserinfo.sec.gov
Third North Capital LP	New York	2	$247.9 million	$432.2 million	adviserinfo.sec.gov
Voya Investment Management Co. LLC	New York	6	$244.8 million	$274.95 billion	adviserinfo.sec.gov
Fred Alger Management, LLC	New York	15	$239.6 million	$26.14 billion	adviserinfo.sec.gov
Wilkinson Global Asset Management LLC	New York	45	$237.5 million	$1.88 billion	adviserinfo.sec.gov
26north	New York	Fewer than 5	$233.9 million	$32.68 billion	adviserinfo.sec.gov
LVW Advisors, LLC	Pittsford	9	$232.6 million	$2.47 billion	adviserinfo.sec.gov
Forsyth Street Asset Management LLC	New York	4	$228.9 million	$228.9 million	adviserinfo.sec.gov
Evercore Wealth Management, LLC	New York	18	$218.1 million	$15.52 billion	adviserinfo.sec.gov
Mark Asset Management LP	New York	4	$215.2 million	$1.14 billion	adviserinfo.sec.gov
Wellington Shields Capital Management, LLC	New York	14	$212.6 million	$1.17 billion	adviserinfo.sec.gov
Lyrical Asset Management LP	New York	9	$210.1 million	$7.37 billion	adviserinfo.sec.gov
Segal Marco Advisors	New York	4	$209.6 million	$50.15 billion	adviserinfo.sec.gov
American Capital Management Inc	New York	18	$208.8 million	$2.11 billion	adviserinfo.sec.gov
Atomic Invest LLC	New York	2	$205.2 million	$319.5 million	adviserinfo.sec.gov
Capital Counsel LLC	New York	7	$204.6 million	$2.87 billion	adviserinfo.sec.gov
Douglas C. Lane & Associates	New York	14	$200.7 million	$8.44 billion	adviserinfo.sec.gov
Advent Capital Management, LLC	New York	5	$195.5 million	$8.82 billion	adviserinfo.sec.gov
HS Management Partners, LLC	New York	10	$191 million	$469.9 million	adviserinfo.sec.gov
Rockbridge Investment Management, LLC	Syracuse	43	$180.7 million	$1.84 billion	adviserinfo.sec.gov
Apogem Capital LLC	New York	1	$174.9 million	$43.82 billion	adviserinfo.sec.gov
Karpus Investment Management	Pittsford	44	$165.5 million	$4.30 billion	adviserinfo.sec.gov
337 Frontier Capital, LP	New York	2	$165.4 million	$795.3 million	adviserinfo.sec.gov
Blackstone Liquid Credit Strategies LLC	New York	Fewer than 5	$156.2 million	$18.79 billion	adviserinfo.sec.gov
Basswood Capital Management, L.L.C.	New York	Fewer than 5	$156 million	$2.83 billion	adviserinfo.sec.gov
Tekne Capital Management, LLC	New York	1	$154.9 million	$1.42 billion	adviserinfo.sec.gov
Atalanta Sosnoff Capital, LLC	New York	5	$154.1 million	$4.98 billion	adviserinfo.sec.gov
Arbiter Partners	New York	2	$151.3 million	$1.25 billion	adviserinfo.sec.gov
Franklin Templeton Institutional, LLC	New York	5	$151.1 million	$29.59 billion	adviserinfo.sec.gov
Mountaineer Partners Management, LLC	New York	Fewer than 5	$150.5 million	$305.7 million	adviserinfo.sec.gov
Index Technologies Group LLC	New York	8	$147.6 million	$178.3 million	adviserinfo.sec.gov
Citizens Private Wealth	Tarrytown	7	$145.7 million	$16.63 billion	adviserinfo.sec.gov
Caius Capital US LP	New York	1	$141.9 million	$1.75 billion	adviserinfo.sec.gov
Neville, Rodie & Shaw Inc	New York	17	$140.1 million	$2.00 billion	adviserinfo.sec.gov
Snowden Capital Advisors LLC	New York	57	$139.3 million	$8.87 billion	adviserinfo.sec.gov
Landmark Management, LLC	New York	Fewer than 5	$136.5 million	$6.29 billion	adviserinfo.sec.gov
Christofferson, Robb & Company	New York	2	$136 million	$11.27 billion	adviserinfo.sec.gov
Ingalls Investment Management, LLC	New York	59	$134 million	$7.83 billion	adviserinfo.sec.gov
Opal Wealth Advisors, LLC	Jericho	Fewer than 5	$133.6 million	$1.24 billion	adviserinfo.sec.gov
Old Orchard Capital Management LP	New York	Fewer than 5	$123.3 million	$1.83 billion	adviserinfo.sec.gov
Standard Investments LLC	New York	1	$121.8 million	$5.22 billion	adviserinfo.sec.gov
Orange Investment Advisors, Inc.	Goshen	21	$121.2 million	$1.67 billion	adviserinfo.sec.gov
Atalanta Sosnoff Management, LLC	New York	4	$119.2 million	$3.91 billion	adviserinfo.sec.gov
Ars Investment Partners, LLC	New York	13	$117.4 million	$2.71 billion	adviserinfo.sec.gov
Lone Peak Partners Management LP	New York	1	$109.9 million	$210.4 million	adviserinfo.sec.gov
Mackay Shields LLC	New York	1	$109.4 million	$159.52 billion	adviserinfo.sec.gov
Ogorek Wealth Management, LLC	Williamsville	Fewer than 5	$107.6 million	$558.9 million	adviserinfo.sec.gov
Parkview US LLC	New York	Fewer than 5	$106.9 million	$312.3 million	adviserinfo.sec.gov
Osprey Private Wealth LLC	New York	2	$104.2 million	$448.4 million	adviserinfo.sec.gov
Lagoda Investment Management, L.P.	New York	Fewer than 5	$104 million	$312.6 million	adviserinfo.sec.gov
Pinebridge Investments LLC	New York	Fewer than 5	$103.3 million	$76.73 billion	adviserinfo.sec.gov
Howe and Rusling, Inc.	Rochester	37	$101 million	$2.44 billion	adviserinfo.sec.gov
Omni Bridgeway Management (USA) LLC	New York	1	$96.8 million	$2.46 billion	adviserinfo.sec.gov
LGT Capital Partners (USA) Inc.	New York	Fewer than 5	$96.7 million	$59.78 billion	adviserinfo.sec.gov
J.W.Burns & Company, Inc.	Dewitt	30	$95.9 million	$1.03 billion	adviserinfo.sec.gov
Kimelman & Baird, LLC	New York	6	$92.5 million	$1.48 billion	adviserinfo.sec.gov
Park Avenue Securities LLC	New York	235	$92.5 million	$19.58 billion	adviserinfo.sec.gov
Ninety One North America, Inc.	New York	2	$91.2 million	$41.47 billion	adviserinfo.sec.gov
Sandhill Investment Management	Buffalo	18	$87.3 million	$2.40 billion	adviserinfo.sec.gov
Locust Wood Capital Advisers, LLC	New York	1	$85.9 million	$4.40 billion	adviserinfo.sec.gov
Royce Investment Partners	New York	4	$83.9 million	$12.41 billion	adviserinfo.sec.gov
Ladenburg Thalmann Asset Management Inc	New York	27	$83.4 million	$6.68 billion	adviserinfo.sec.gov
Valicenti Advisory Services Inc	Elmira	104	$82 million	$820 million	adviserinfo.sec.gov
Ampfield Management	New York	1	$80.5 million	$774 million	adviserinfo.sec.gov
M.D. Sass, LLC	New York	4	$79.8 million	$2.06 billion	adviserinfo.sec.gov
Nottingham Advisors Inc.	Amherst	20	$78.9 million	$1.43 billion	adviserinfo.sec.gov
Passive Capital Management, LLC	Syracuse	16	$78.7 million	$996.9 million	adviserinfo.sec.gov
Citrin Cooperman Wealth Management, LLC	New York	10	$78.4 million	$1.70 billion	adviserinfo.sec.gov
Marathon Asset Management, L.P.	New York	Fewer than 5	$75.7 million	$30.48 billion	adviserinfo.sec.gov
Nyl Investors LLC	New York	Fewer than 5	$74.1 million	$329.20 billion	adviserinfo.sec.gov
Ritholtz Wealth Management	New York	Fewer than 5	$73.2 million	$9.42 billion	adviserinfo.sec.gov
Levin Capital Strategies, L.P.	New York	Fewer than 5	$73.1 million	$1.66 billion	adviserinfo.sec.gov
First Eagle Separate Account Management, LLC	New York	31	$72.9 million	$907.6 million	adviserinfo.sec.gov
Paradigm Capital Management, Inc.	Albany	Fewer than 5	$72.1 million	$2.38 billion	adviserinfo.sec.gov
Oppenheimer Investment Management LLC	New York	11	$72.1 million	$929.4 million	adviserinfo.sec.gov
Estabrook Capital Management LLC	New York	34	$69.1 million	$933.3 million	adviserinfo.sec.gov
Deltec Asset Management LLC	New York	5	$68.4 million	$782.8 million	adviserinfo.sec.gov
Hunters Moon Capital (US) LP	New York	Fewer than 5	$68.1 million	$802.6 million	adviserinfo.sec.gov
Amherst Capital Management LLC	New York	1	$67.5 million	$544.7 million	adviserinfo.sec.gov
Rise Advisors, LLC	Rochester	5	$66.1 million	$441.2 million	adviserinfo.sec.gov
Premier Wealth Advisors, LLC	New York	Fewer than 5	$65.5 million	$555.1 million	adviserinfo.sec.gov
Alpine Woods Capital Investors, LLC	Purchase	Fewer than 5	$63.9 million	$180.6 million	adviserinfo.sec.gov
Bourne Lent Asset Managament, Inc.	Pawling	5	$63.5 million	$343.9 million	adviserinfo.sec.gov
Eagle Strategies LLC	New York	286	$60.9 million	$32.04 billion	adviserinfo.sec.gov
Quent Capital, LLC	New York	6	$58.9 million	$2.05 billion	adviserinfo.sec.gov
Clearbrook Investment Solutions LLC	New York	10	$56.4 million	$149.9 million	adviserinfo.sec.gov
Strategic Financial Services	Utica	7	$56.2 million	$2.81 billion	adviserinfo.sec.gov
Armbruster Capital Management, Inc.	Pittsford	22	$55.5 million	$1.06 billion	adviserinfo.sec.gov
Linden Global Strategies LLC	New York	3	$54.5 million	$1.60 billion	adviserinfo.sec.gov
Momentum Advisors	New York	12	$54.5 million	$414.7 million	adviserinfo.sec.gov
The Portfolio Strategy Group, LLC	White Plains	13	$53.7 million	$2.62 billion	adviserinfo.sec.gov
Ashford Advisors, LLC	Pittsford	8	$52.8 million	$942.7 million	adviserinfo.sec.gov
Sage, Rutty & Co., Inc.	Rochester	129	$51.9 million	$3.46 billion	adviserinfo.sec.gov
Re-Envision Wealth	New York	13	$49.6 million	$136.6 million	adviserinfo.sec.gov
Artemis Wealth Advisors, LLC	Port Washington	3	$47.8 million	$1.91 billion	adviserinfo.sec.gov
Rock Harbor Partners LLC	Larchmont	Fewer than 5	$47.5 million	$2.67 billion	adviserinfo.sec.gov
Catalio Capital Management, LP	New York	1	$46.4 million	$2.18 billion	adviserinfo.sec.gov
Cantor Fitzgerald Investment Advisors	New York	35	$46 million	$3.24 billion	adviserinfo.sec.gov
Clarion Partners	New York	Fewer than 5	$44.8 million	$73.68 billion	adviserinfo.sec.gov
Adirondack Financial Services Corp	Utica	29	$44.6 million	$461.8 million	adviserinfo.sec.gov
Raga Partners LP	New York	Fewer than 5	$44.5 million	$2.20 billion	adviserinfo.sec.gov
Savvy	New York	11	$43.5 million	$5.00 billion	adviserinfo.sec.gov
Lansing Management, LP	New York	Fewer than 5	$43.4 million	$178.1 million	adviserinfo.sec.gov
Old Bridge Wealth, Inc	Syosset	Fewer than 5	$43.2 million	$150.6 million	adviserinfo.sec.gov
Trubee Wealth Advisors, Inc.	Buffalo	31	$41.4 million	$911.5 million	adviserinfo.sec.gov
Brookfield Public Securities Group LLC	New York	Fewer than 5	$40.9 million	$66.46 billion	adviserinfo.sec.gov
Arista Advisory Group, LLC	Albany	11	$40.1 million	$143.7 million	adviserinfo.sec.gov
Partners Group (USA) Inc.	New York	Fewer than 5	$39.7 million	$29.12 billion	adviserinfo.sec.gov
Lipe & Dalton Investment Counsel	Syracuse	6	$39 million	$779.9 million	adviserinfo.sec.gov
Grandfield & Dodd, LLC	New York	12	$38.9 million	$2.21 billion	adviserinfo.sec.gov
Adalta Capital Management LLC	New York	Fewer than 5	$37.7 million	$305.5 million	adviserinfo.sec.gov
Lantern Wealth Advisors, LLC	Melville	5	$35.9 million	$319.9 million	adviserinfo.sec.gov
Hollow Brook Wealth Management LLC	Katonah	24	$35.5 million	$1.37 billion	adviserinfo.sec.gov
Caruso McLean & Co., Inc.	Utica	3	$34.7 million	$281.8 million	adviserinfo.sec.gov
Seacrest Investment Management, LLC	Purchase	Fewer than 5	$33.3 million	$110.9 million	adviserinfo.sec.gov
Van Eck Associates Corp.	New York	1	$32.3 million	$125.61 billion	adviserinfo.sec.gov
River Partners Capital Management, LP	New York	6	$32.2 million	$1.32 billion	adviserinfo.sec.gov
Beatrice Advisors LP	New York	1	$32.1 million	$282.3 million	adviserinfo.sec.gov
Lingotto US LLC	New York	1	$31.3 million	$1.97 billion	adviserinfo.sec.gov
BNY Mellon Securities Corporation	New York	22	$31.1 million	$8.45 billion	adviserinfo.sec.gov
Uas Asset Management	New York	5	$30.4 million	$493 million	adviserinfo.sec.gov
Kahn Brothers Advisors LLC	New York	Fewer than 5	$30.3 million	$498.6 million	adviserinfo.sec.gov
Settanni Financial LLC	Armonk	Fewer than 5	$30.3 million	$397 million	adviserinfo.sec.gov
Flagstar Securities, Inc.	New York	13	$29.9 million	$784.3 million	adviserinfo.sec.gov
Lionhunter Capital Management LLC	New York	Fewer than 5	$29 million	$266.8 million	adviserinfo.sec.gov
Hyperion Capital Advisors LP	New York	2	$28.5 million	$581.3 million	adviserinfo.sec.gov
Robotti & Company Advisors, LLC	New York	5	$28.5 million	$949.8 million	adviserinfo.sec.gov
Carswell Investments, LLC	East Syracuse	2	$27.4 million	$322.5 million	adviserinfo.sec.gov
Horizon Kinetics Asset Management LLC	New York	19	$27.1 million	$9.61 billion	adviserinfo.sec.gov
New York Life Investment Management LLC	New York	Fewer than 5	$27.1 million	$120.70 billion	adviserinfo.sec.gov
Heights Point Management, LP	New York	1	$26.9 million	$135.2 million	adviserinfo.sec.gov
John G. Ullman & Associates, Inc	Horseheads	8	$26.4 million	$1.51 billion	adviserinfo.sec.gov
Klingman and Associates, LLC	New York	2	$26 million	$5.66 billion	adviserinfo.sec.gov
Family Manage LLC	New York	11	$25.7 million	$5.31 billion	adviserinfo.sec.gov
First Long Island Investors, LLC	Jericho	15	$25.6 million	$1.86 billion	adviserinfo.sec.gov
Heron View Partners LLC	New York	Fewer than 5	$25.3 million	$2.67 billion	adviserinfo.sec.gov
Next Capital Management LLC	New York	30	$23.2 million	$2.14 billion	adviserinfo.sec.gov
Constantine Barry Asset Management (Cbam)	New York	2	$22.9 million	$138.6 million	adviserinfo.sec.gov
Generation Capital Management LLC	Pittsford	Fewer than 5	$22.4 million	$1.15 billion	adviserinfo.sec.gov
East End Financial Group, Inc.	Riverhead	5	$22.3 million	$689.2 million	adviserinfo.sec.gov
Ellevest	New York	Fewer than 5	$22.2 million	$1.13 billion	adviserinfo.sec.gov
Leigh Baldwin & Co., LLC	Cazenovia	Fewer than 5	$22 million	$290.6 million	adviserinfo.sec.gov
Ascent Wealth Partners, LLC	New Hartford	6	$21.8 million	$1.52 billion	adviserinfo.sec.gov
Northcape Wealth Management	Williamsville	16	$21.6 million	$706.1 million	adviserinfo.sec.gov
Avestar Capital, LLC	New York	5	$20.5 million	$2.07 billion	adviserinfo.sec.gov
Squarepoint Ops LLC	New York	1	$20.4 million	$226.98 billion	adviserinfo.sec.gov
Edge Wealth Management, LLC	New York	Fewer than 5	$20.4 million	$827.2 million	adviserinfo.sec.gov
Fagan Associates Inc	Troy	28	$20.3 million	$940.7 million	adviserinfo.sec.gov
Steward Advisors Group, LLC	Halfmoon	Fewer than 5	$20.1 million	$105.4 million	adviserinfo.sec.gov
Lesko Securities, Inc.	Vestal	5	$19.8 million	$728.5 million	adviserinfo.sec.gov
Allsquare Wealth Management, LLC	Albany	Fewer than 5	$19 million	$307.8 million	adviserinfo.sec.gov
Optima Asset Management LP	New York	Fewer than 5	$18.7 million	$891.6 million	adviserinfo.sec.gov
Ameraudi Asset Management, Inc.	New York	6	$18.6 million	$2.10 billion	adviserinfo.sec.gov
Maytech Global Investments	New York	4	$18.2 million	$895.1 million	adviserinfo.sec.gov
Saybrook Capital Corp	Sag Harbor	2	$18 million	$502.7 million	adviserinfo.sec.gov
Lisanti Capital Growth LLC	New York	4	$17.8 million	$432.5 million	adviserinfo.sec.gov
Onyxpoint Global Management LP	New York	Fewer than 5	$17.7 million	$481.2 million	adviserinfo.sec.gov
Hazelview Securities (US) LLC	New York	1	$16.3 million	$276.3 million	adviserinfo.sec.gov
Matrix Asset Advisors Inc	White Plains	13	$16.1 million	$1.40 billion	adviserinfo.sec.gov
Transatlantique Private Wealth LLC	New York	Fewer than 5	$16 million	$878.8 million	adviserinfo.sec.gov
Landmark Wealth Management	Getzville	7	$15.8 million	$679.7 million	adviserinfo.sec.gov
Domani Advisors	New York	Fewer than 5	$15.7 million	$362.8 million	adviserinfo.sec.gov
High Probability Advisors, LLC	Pittsford	9	$14.9 million	$1.05 billion	adviserinfo.sec.gov
Marsh Investment Solutions LLC	New York	1	$14.7 million	$2.17 billion	adviserinfo.sec.gov
Genesee Capital Advisors, LLC	Auburn	6	$14.7 million	$420.3 million	adviserinfo.sec.gov
Magnus Financial Group LLC	New York	Fewer than 5	$14.6 million	$2.33 billion	adviserinfo.sec.gov
Wny Asset Management, LLC	Williamsville	9	$14.2 million	$1.73 billion	adviserinfo.sec.gov
Giverny Capital Asset Management	New York	1	$14.1 million	$599.4 million	adviserinfo.sec.gov
Altfest Personal Wealth Management	New York	5	$14.1 million	$1.80 billion	adviserinfo.sec.gov
Compound Planning, Inc.	New York	129	$13.8 million	$4.85 billion	adviserinfo.sec.gov
Shufro, Rose & Co., LLC	New York	18	$13.8 million	$2.46 billion	adviserinfo.sec.gov
Bridgewater Advisors Inc.	New York	6	$13.5 million	$2.57 billion	adviserinfo.sec.gov
Siguler Guff Advisers LLC	New York	3	$13.1 million	$18.26 billion	adviserinfo.sec.gov
Diker Management LLC	New York	1	$12.9 million	$430 million	adviserinfo.sec.gov
Welch Capital Partners LLC	Harrison	Fewer than 5	$12.5 million	$506.2 million	adviserinfo.sec.gov
Cooper/Haims Advisors, LLC	Victor	4	$12.5 million	$1.18 billion	adviserinfo.sec.gov
United Asset Strategies Inc.	Garden City	2	$12.4 million	$2.26 billion	adviserinfo.sec.gov
Miller, Gesko & Company Inc.	Buffalo	5	$12.3 million	$183.1 million	adviserinfo.sec.gov
Invesco Senior Secured Management, Inc.	New York	1	$12.2 million	$29.38 billion	adviserinfo.sec.gov
Artesian Capital Management (Delaware) LP	New York	Fewer than 5	$12 million	$37.7 million	adviserinfo.sec.gov
Schultze Asset Management, LP	Rye Brook	3	$11.6 million	$71.6 million	adviserinfo.sec.gov
Valueworks, LLC	New York City	3	$11.2 million	$577.3 million	adviserinfo.sec.gov
Parlin Advisors LLC	Hague	2	$11.1 million	$68.2 million	adviserinfo.sec.gov
Magnolia Capital Management	Cold Spring	2	$10.7 million	$227.7 million	adviserinfo.sec.gov
Hudson Portfolio Management LLC	Garrison	Fewer than 5	$10.5 million	$185.9 million	adviserinfo.sec.gov
Wellington Shields & Co., LLC	New York	Fewer than 5	$10 million	$546 million	adviserinfo.sec.gov
Penbrook Management LLC	New York	3	$9.6 million	$175.4 million	adviserinfo.sec.gov
S.E.E.D. Planning Group, LLC	Binghamton	10	$9.5 million	$568 million	adviserinfo.sec.gov
Wise Wealth Management, LLC	New York	Fewer than 5	$9.4 million	$130.1 million	adviserinfo.sec.gov
C & C Financial Services, Inc.	Great Neck	3	$9.1 million	$66.2 million	adviserinfo.sec.gov
Downtown Investment Advisory	White Plains	5	$9 million	$125.3 million	adviserinfo.sec.gov
RMR Wealth Management	New York	2	$9 million	$195.4 million	adviserinfo.sec.gov
LDR Capital Management, LLC	New York	4	$8.9 million	$397.2 million	adviserinfo.sec.gov
Goalvest Advisory LLC	New York	1	$8.9 million	$777.6 million	adviserinfo.sec.gov
Perennial	New York	3	$8.8 million	$761.9 million	adviserinfo.sec.gov
Stone Temple Partners LLC	New York	3	$8.7 million	$668.7 million	adviserinfo.sec.gov
The Pinnacle Financial Group	Rockville Centre	7	$8.2 million	$1.38 billion	adviserinfo.sec.gov

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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.