Data / Investment advisers / Serving corporations and other businesses / New York

Investment advisers in New York serving corporations and other businesses: 575 firms

Name: Investment advisers in New York serving corporations and other businesses: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

575 SEC registered investment advisers with a main office in New York report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $1.2 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is J.P. Morgan Investment Management Inc.

The request: Every investment adviser in New York that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.

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575Advisers
$1.2 trillionAUM from this client type
507Advisers over $100 million
November 2, 2026File date

Advisers in New York serving corporations and other businesses

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 575 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
J.P. Morgan Investment Management Inc.	New York	461	$226.82 billion	$3.52 trillion	adviserinfo.sec.gov
Goldman Sachs Asset Management, L.P.	New York	3,559	$182.91 billion	$2.65 trillion	adviserinfo.sec.gov
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	22,807	$131.16 billion	$1.78 trillion	adviserinfo.sec.gov
Blackrock Financial Management, Inc	New York	195	$101.08 billion	$1.60 trillion	adviserinfo.sec.gov
Nippon Life Global Investors Americas, Inc.	New York	36	$57.95 billion	$82.99 billion	adviserinfo.sec.gov
Voya Investment Management Co. LLC	New York	197	$48.94 billion	$274.95 billion	adviserinfo.sec.gov
Morgan Stanley Investment Management Inc.	New York	64	$44.45 billion	$702.25 billion	adviserinfo.sec.gov
UBS Asset Management (Americas) LLC	New York	13,703	$28.45 billion	$588.22 billion	adviserinfo.sec.gov
J.P. Morgan Securities LLC	New York	8,977	$27.62 billion	$429.69 billion	adviserinfo.sec.gov
Insight Investment	New York	176	$18.55 billion	$171.09 billion	adviserinfo.sec.gov
Goldman Sachs & Co. LLC	New York	506	$16.94 billion	$133.64 billion	adviserinfo.sec.gov
Neuberger Berman Investment Advisers LLC	New York	1,828	$14.23 billion	$398.65 billion	adviserinfo.sec.gov
Morgan Stanley	Purchase	1,982	$13.87 billion	$1.96 trillion	adviserinfo.sec.gov
RBC Capital Markets, LLC	New York	3,071	$13.82 billion	$310.43 billion	adviserinfo.sec.gov
DWS Investment Management Americas, Inc.	New York	20	$13.49 billion	$199.66 billion	adviserinfo.sec.gov
HSBC Global Asset Management (USA) Inc.	New York	30	$13.09 billion	$156.56 billion	adviserinfo.sec.gov
Fortress Investment Group	New York	Fewer than 5	$12.08 billion	$87.30 billion	adviserinfo.sec.gov
Goldentree Asset Management LP	New York	43	$12.03 billion	$70.14 billion	adviserinfo.sec.gov
Apogem Capital LLC	New York	1	$11.95 billion	$43.82 billion	adviserinfo.sec.gov
Rockefeller Capital Management	New York	1,295	$9.91 billion	$99.60 billion	adviserinfo.sec.gov
Lazard Asset Management LLC	New York	339	$9.27 billion	$120.52 billion	adviserinfo.sec.gov
Pine Ridge Advisers LLC	New York	18	$8.87 billion	$14.42 billion	adviserinfo.sec.gov
J.P. Morgan Private Investments Inc.	New York	14,143	$8.62 billion	$469.98 billion	adviserinfo.sec.gov
RBC Rochdale, LLC	New York	575	$7.89 billion	$72.96 billion	adviserinfo.sec.gov
Eagle Capital Management LLC	New York	348	$6.89 billion	$35.80 billion	adviserinfo.sec.gov
Citigroup Global Markets Inc.	New York	1,512	$6.67 billion	$56.01 billion	adviserinfo.sec.gov
Brookfield Asset Management Pic US, LLC	New York	2	$6.54 billion	$105.30 billion	adviserinfo.sec.gov
Wafra Inc.	New York	29	$6.35 billion	$29.04 billion	adviserinfo.sec.gov
Cerity Partners Retirement Plan Consultants	New York	5	$4.81 billion	$40.25 billion	adviserinfo.sec.gov
Shenkman Capital Management, Inc.	New York	10	$4.59 billion	$36.54 billion	adviserinfo.sec.gov
Capitolis Advisors LLC	New York	Fewer than 5	$4.50 billion	$4.50 billion	adviserinfo.sec.gov
Franklin Templeton Private Portfolio Group, LLC	New York	2,027	$4.46 billion	$139.88 billion	adviserinfo.sec.gov
Fiera Capital Inc.	New York	438	$4.01 billion	$17.28 billion	adviserinfo.sec.gov
Granger Management LLC	New York	Fewer than 5	$4.01 billion	$4.92 billion	adviserinfo.sec.gov
Aflac Asset Management LLC	New York	Fewer than 5	$3.94 billion	$133.47 billion	adviserinfo.sec.gov
Ramp Advisory LLC	New York	3,728	$3.62 billion	$4.08 billion	adviserinfo.sec.gov
Cerity Partners LLC	New York	226	$3.11 billion	$161.68 billion	adviserinfo.sec.gov
Jefferies Investment Advisers LLC	New York	340	$3.06 billion	$5.15 billion	adviserinfo.sec.gov
Guggenheim Corporate Funding, LLC	New York	12	$3.02 billion	$11.29 billion	adviserinfo.sec.gov
Rockefeller Capital Management	New York	374	$2.99 billion	$36.76 billion	adviserinfo.sec.gov
Brown Brothers Harriman Credit Partners, LLC	New York	Fewer than 5	$2.97 billion	$57.43 billion	adviserinfo.sec.gov
Schroders Capital Management (US) LLC	New York	14	$2.81 billion	$34.59 billion	adviserinfo.sec.gov
Ramirez Asset Management, Inc.	New York	48	$2.52 billion	$12.27 billion	adviserinfo.sec.gov
Clearbridge Investments, LLC	New York	659	$2.50 billion	$184.81 billion	adviserinfo.sec.gov
Summit Trail Advisors, LLC	New York	56	$2.47 billion	$19.94 billion	adviserinfo.sec.gov
Mackay Shields LLC	New York	12	$2.41 billion	$159.52 billion	adviserinfo.sec.gov
Bienville Capital Management, LLC	New York	14	$2.24 billion	$4.45 billion	adviserinfo.sec.gov
Two Sigma Investments, LP	New York	1	$2.20 billion	$232.82 billion	adviserinfo.sec.gov
Meag New York Corporation	New York	4	$2.16 billion	$44.87 billion	adviserinfo.sec.gov
Schroder Investment Management North America Inc	New York	10	$2.09 billion	$150.40 billion	adviserinfo.sec.gov
Oppenheimer & Co. Inc.	New York	304	$2.00 billion	$36.71 billion	adviserinfo.sec.gov
Blackstone Alternative Asset Management L.P.	New York	1	$2.00 billion	$92.04 billion	adviserinfo.sec.gov
Ethic	New York	23	$1.98 billion	$10.12 billion	adviserinfo.sec.gov
Gilder Gagnon Howe & Co. LLC	New York	309	$1.94 billion	$12.12 billion	adviserinfo.sec.gov
Guggenheim Partners Investment Management, LLC	New York	20	$1.93 billion	$240.66 billion	adviserinfo.sec.gov
East End Advisors, LLC	New York	Fewer than 5	$1.89 billion	$6.06 billion	adviserinfo.sec.gov
Rho Treasury	New York	1,071	$1.89 billion	$1.89 billion	adviserinfo.sec.gov
Obra Capital Management, LLC.	New York	27	$1.81 billion	$5.75 billion	adviserinfo.sec.gov
General Atlantic Service Company, L.P.	New York	16	$1.81 billion	$125.26 billion	adviserinfo.sec.gov
Belle Haven Investments, L.P.	Rye Brook	624	$1.71 billion	$24.74 billion	adviserinfo.sec.gov
Broad Bay Capital Management LP	New York	1	$1.70 billion	$1.89 billion	adviserinfo.sec.gov
BTG Pactual Asset Management US , LLC	New York	343	$1.67 billion	$30.11 billion	adviserinfo.sec.gov
Macquarie Infrastructure Partners	New York	2	$1.63 billion	$48.84 billion	adviserinfo.sec.gov
Oppenheimer Asset Management	New York	765	$1.60 billion	$21.33 billion	adviserinfo.sec.gov
Blue Owl Credit Private Fund Advisors LLC	New York	4	$1.51 billion	$46.06 billion	adviserinfo.sec.gov
Stifel Capital Management, LLC	New York	93	$1.47 billion	$4.20 billion	adviserinfo.sec.gov
Arax Advisory Partners	New York	312	$1.41 billion	$26.52 billion	adviserinfo.sec.gov
New York Life Investment Management LLC	New York	18	$1.41 billion	$120.70 billion	adviserinfo.sec.gov
Lyrical Asset Management LP	New York	24	$1.33 billion	$7.37 billion	adviserinfo.sec.gov
CVC Credit Partners, LLC	New York	Fewer than 5	$1.32 billion	$61.63 billion	adviserinfo.sec.gov
CSM Capital Corporation	New York	4	$1.21 billion	$1.85 billion	adviserinfo.sec.gov
Eurazeo North America, Inc.	New York	1	$1.18 billion	$1.61 billion	adviserinfo.sec.gov
Hamlin Capital Management, LLC	New York	220	$1.17 billion	$8.71 billion	adviserinfo.sec.gov
Record Currency Management Inc	New York	Fewer than 5	$1.14 billion	$19.66 billion	adviserinfo.sec.gov
Horizon Kinetics Asset Management LLC	New York	150	$1.13 billion	$9.61 billion	adviserinfo.sec.gov
Bam Credit and Insurance Solutions Advisor LLC	New York	3	$1.11 billion	$107.29 billion	adviserinfo.sec.gov
NGC Investment Management	New York	2	$1.11 billion	$6.43 billion	adviserinfo.sec.gov
Pzena Investment Management LLC	New York	45	$1.08 billion	$81.44 billion	adviserinfo.sec.gov
Christofferson, Robb & Company	New York	1	$1.08 billion	$11.27 billion	adviserinfo.sec.gov
Eldridge Structured Credit Advisers, LLC	New York	1	$1.07 billion	$10.53 billion	adviserinfo.sec.gov
Smith Affiliated Capital Corp.	New York	17	$1.04 billion	$1.68 billion	adviserinfo.sec.gov
Andalusian Private Capital, LP	New York	32	$1.02 billion	$1.78 billion	adviserinfo.sec.gov
Williams Jones Wealth Management, LLC	New York	84	$1.01 billion	$12.47 billion	adviserinfo.sec.gov
Manning & Napier Advisors, LLC	Fairport	109	$1.01 billion	$17.03 billion	adviserinfo.sec.gov
Lazard Asset Management Canada Inc	New York	6	$974.4 million	$2.28 billion	adviserinfo.sec.gov
Caspian Capital, LP	New York	1	$963 million	$7.03 billion	adviserinfo.sec.gov
Strategic Partners Fund Solutions Advisors L.P.	New York	1	$948 million	$80.36 billion	adviserinfo.sec.gov
26north	New York	5	$945.9 million	$32.68 billion	adviserinfo.sec.gov
Kimmeridge Energy Management Company, LLC	New York	Fewer than 5	$944.5 million	$6.27 billion	adviserinfo.sec.gov
Odeon Capital Advisors LLC	New York	4	$916 million	$967.5 million	adviserinfo.sec.gov
Brookfield Public Securities Group LLC	New York	8	$841.8 million	$66.46 billion	adviserinfo.sec.gov
Guggenheim Investment Advisors, LLC	New York	25	$825.9 million	$840.9 million	adviserinfo.sec.gov
MPC Capital Advisors, LLC	Rockville Centre	4	$801 million	$22.57 billion	adviserinfo.sec.gov
Citizens Private Wealth	Tarrytown	95	$784.2 million	$16.63 billion	adviserinfo.sec.gov
Starr Private Equity Partners, LLC	New York	2	$780.1 million	$5.12 billion	adviserinfo.sec.gov
Equitable Advisors, LLC	New York	412	$776.1 million	$47.26 billion	adviserinfo.sec.gov
SLR Capital Partners, LLC	New York	4	$735.7 million	$9.42 billion	adviserinfo.sec.gov
Eagle Strategies LLC	New York	892	$731 million	$32.04 billion	adviserinfo.sec.gov
Toms Capital Investment Management LP	New York	4	$715.7 million	$2.81 billion	adviserinfo.sec.gov
BSP Ny LLC	New York	Fewer than 5	$705 million	$14.24 billion	adviserinfo.sec.gov
Accumulus Capital Management, LLC	New York	3	$658.9 million	$1.74 billion	adviserinfo.sec.gov
Jennison Associates	New York	241	$635.8 million	$214.84 billion	adviserinfo.sec.gov
LVW Advisors, LLC	Pittsford	11	$620.7 million	$2.47 billion	adviserinfo.sec.gov
Eqt Partners Inc.	New York	1	$610.6 million	$39.20 billion	adviserinfo.sec.gov
Lake Hill Capital Management, LLC	New York	Fewer than 5	$591 million	$1.58 billion	adviserinfo.sec.gov
Cohen & Steers Capital Management Inc.	New York	8	$588 million	$85.67 billion	adviserinfo.sec.gov
Epoch Investment Partners, Inc.	New York	10	$577 million	$29.73 billion	adviserinfo.sec.gov
LGT Capital Partners (USA) Inc.	New York	Fewer than 5	$567.9 million	$59.78 billion	adviserinfo.sec.gov
Cordoba Advisory Partners LLC	New York	1	$565 million	$2.81 billion	adviserinfo.sec.gov
Greenhaven Associates Inc	Purchase	2	$562.7 million	$11.66 billion	adviserinfo.sec.gov
TD Private Client Wealth LLC	New York	184	$561.8 million	$8.57 billion	adviserinfo.sec.gov
Cullen Capital Management, LLC	New York	303	$556.4 million	$11.58 billion	adviserinfo.sec.gov
Silvercrest Asset Management Group LLC	New York	24	$526.3 million	$28.33 billion	adviserinfo.sec.gov
Davis Selected Advisers, Ny, Inc.	New York	3	$497 million	$21.98 billion	adviserinfo.sec.gov
Park Avenue Securities LLC	New York	397	$486.4 million	$19.58 billion	adviserinfo.sec.gov
American Capital Management Inc	New York	36	$485.8 million	$2.11 billion	adviserinfo.sec.gov
Pinnacle Associates, LTD.	New York	52	$483.8 million	$10.39 billion	adviserinfo.sec.gov
Karpus Investment Management	Pittsford	75	$481.4 million	$4.30 billion	adviserinfo.sec.gov
Sound Point Commercial Real Estate Finance LLC	New York	1	$477.9 million	$2.72 billion	adviserinfo.sec.gov
Baron Capital Management, Inc.	New York	7	$460.4 million	$10.79 billion	adviserinfo.sec.gov
Tabor Asset Management, LP	New York	5	$457.6 million	$577.2 million	adviserinfo.sec.gov
10x Capital Partners	New York	Fewer than 5	$455.8 million	$1.01 billion	adviserinfo.sec.gov
BNY Mellon Advisors, Inc.	New York	409	$452 million	$33.48 billion	adviserinfo.sec.gov
CH Global Capital Management, LLC	New York	14	$445.2 million	$529.1 million	adviserinfo.sec.gov
The Portfolio Strategy Group, LLC	White Plains	41	$443.4 million	$2.62 billion	adviserinfo.sec.gov
Loom Capital Management LLC	New York	5	$441.8 million	$570.8 million	adviserinfo.sec.gov
Siguler Guff Advisers LLC	New York	6	$427.4 million	$18.26 billion	adviserinfo.sec.gov
Galaxy Digital Capital Management LP	New York	1	$426.6 million	$1.72 billion	adviserinfo.sec.gov
Marek Capital Management LP	New York	Fewer than 5	$422.4 million	$422.4 million	adviserinfo.sec.gov
Orix Advisers, LLC	New York	Fewer than 5	$421.5 million	$5.05 billion	adviserinfo.sec.gov
Next Capital Management LLC	New York	33	$412 million	$2.14 billion	adviserinfo.sec.gov
Academy Asset Management	New York	9	$408.6 million	$1.29 billion	adviserinfo.sec.gov
Gotham Asset Management, LLC	New York	Fewer than 5	$398.1 million	$30.03 billion	adviserinfo.sec.gov
Focused Wealth Management, Inc.	Newburgh	23	$396.5 million	$2.27 billion	adviserinfo.sec.gov
Resolution Capital (US) Limited	Rye Brook	7	$385.5 million	$1.98 billion	adviserinfo.sec.gov
Terra REIT Advisors, LLC	New York	Fewer than 5	$372.7 million	$1.44 billion	adviserinfo.sec.gov
Midocean Credit Partners	New York	4	$371 million	$8.46 billion	adviserinfo.sec.gov
Haussmann 1864 Capital Management LLC	New York	1	$370.9 million	$4.60 billion	adviserinfo.sec.gov
Stone Ridge Asset Management LLC	New York	1	$362.1 million	$36.34 billion	adviserinfo.sec.gov
Donald Smith & Co., Inc.	New York	2	$349.2 million	$5.60 billion	adviserinfo.sec.gov
Betterment	New York	806	$347.6 million	$69.52 billion	adviserinfo.sec.gov
Vise AI Advisors	New York City	194	$341.8 million	$8.53 billion	adviserinfo.sec.gov
Paradigm Capital Management, Inc.	Albany	5	$340.2 million	$2.38 billion	adviserinfo.sec.gov
Beck, Mack & Oliver LLC	New York	29	$328.5 million	$6.18 billion	adviserinfo.sec.gov
Ingalls Investment Management, LLC	New York	94	$314.7 million	$7.83 billion	adviserinfo.sec.gov
Select Equity Group, L.P.	New York	7	$302.7 million	$36.38 billion	adviserinfo.sec.gov
Douglass Winthrop Advisors LLC	New York	39	$300 million	$6.46 billion	adviserinfo.sec.gov
Unigestion (US) LTD	New York	8	$299.8 million	$2.45 billion	adviserinfo.sec.gov
Aperture Investors, LLC	New York	Fewer than 5	$298.5 million	$6.06 billion	adviserinfo.sec.gov
Mutima Capital Management LLC	New York	Fewer than 5	$294.8 million	$337.4 million	adviserinfo.sec.gov
Wealthspire Advisors	New York	73	$290.4 million	$34.32 billion	adviserinfo.sec.gov
Sound Point Capital Management, LP	New York	4	$289.6 million	$36.98 billion	adviserinfo.sec.gov
Sagewood Asset Management LP	New York	21	$285.3 million	$2.70 billion	adviserinfo.sec.gov
Tocqueville Asset Management LP	New York	26	$279.6 million	$10.24 billion	adviserinfo.sec.gov
Nomura Corporate Research and Asset Management Inc	New York	1	$265 million	$37.56 billion	adviserinfo.sec.gov
BNY Mellon Securities Corporation	New York	441	$264.5 million	$8.45 billion	adviserinfo.sec.gov
Ars Investment Partners, LLC	New York	12	$260.2 million	$2.71 billion	adviserinfo.sec.gov
Ruane Cunniff L.P.	New York	32	$258.8 million	$10.53 billion	adviserinfo.sec.gov
Riverwest Investment Management, LLC	New York	1	$254.1 million	$254.1 million	adviserinfo.sec.gov
Star Mountain Fund Management, LLC	New York	4	$253 million	$4.18 billion	adviserinfo.sec.gov
J. Safra Asset Management Corporation	New York City	62	$241.9 million	$6.26 billion	adviserinfo.sec.gov
Wilkinson Global Asset Management LLC	New York	44	$235.9 million	$1.88 billion	adviserinfo.sec.gov
Ladenburg Thalmann Asset Management Inc	New York	139	$233.4 million	$6.68 billion	adviserinfo.sec.gov
Cannell & Spears LLC	New York	43	$231.7 million	$6.99 billion	adviserinfo.sec.gov
Blackstone Liquid Credit Advisors I LLC	New York	Fewer than 5	$226.3 million	$51.63 billion	adviserinfo.sec.gov
Evercore Wealth Management, LLC	New York	13	$224.8 million	$15.52 billion	adviserinfo.sec.gov
Carret Asset Management, LLC	New York	39	$224.6 million	$3.46 billion	adviserinfo.sec.gov
Rockbridge Investment Management, LLC	Syracuse	19	$223.2 million	$1.84 billion	adviserinfo.sec.gov
Sandhill Investment Management	Buffalo	48	$222.9 million	$2.40 billion	adviserinfo.sec.gov
Strategic Financial Services	Utica	33	$215.4 million	$2.81 billion	adviserinfo.sec.gov
Catalur Capital Management, LP	New York	9	$211.6 million	$611.9 million	adviserinfo.sec.gov
Douglas C. Lane & Associates	New York	19	$197.1 million	$8.44 billion	adviserinfo.sec.gov
Miller Howard Investments Inc	Kingston	81	$194.4 million	$3.81 billion	adviserinfo.sec.gov
Federated Global Investment Management Corp.	New York	4	$192.9 million	$14.09 billion	adviserinfo.sec.gov
Atalanta Sosnoff Capital, LLC	New York	47	$186.2 million	$4.98 billion	adviserinfo.sec.gov
Brave Warrior Advisors, LLC	New York	6	$184.7 million	$5.64 billion	adviserinfo.sec.gov
MWM Group LLC	Cedarhurst	36	$182.3 million	$431 million	adviserinfo.sec.gov
Hilton Capital Management, LLC	Garden City	45	$181.4 million	$3.16 billion	adviserinfo.sec.gov
Orange Investment Advisors, Inc.	Goshen	45	$180.7 million	$1.67 billion	adviserinfo.sec.gov
M.D. Sass, LLC	New York	7	$179.5 million	$2.06 billion	adviserinfo.sec.gov
Brevet Capital Management, LLC	New York	6	$173.4 million	$2.57 billion	adviserinfo.sec.gov
Alesco Advisors, LLC, an Esl Company	Pittsford	10	$168 million	$5.61 billion	adviserinfo.sec.gov
Courier Capital, LLC	Buffalo	38	$159.1 million	$3.59 billion	adviserinfo.sec.gov
Leucadia Asset Management LLC	New York	1	$153.8 million	$3.06 billion	adviserinfo.sec.gov
Lepercq de Neuflize Asset Management LLC	New York	1	$147.9 million	$763.7 million	adviserinfo.sec.gov
Nottingham Advisors Inc.	Amherst	14	$147.6 million	$1.43 billion	adviserinfo.sec.gov
Magnus Financial Group LLC	New York	44	$144.7 million	$2.33 billion	adviserinfo.sec.gov
Advent Capital Management, LLC	New York	Fewer than 5	$143.9 million	$8.82 billion	adviserinfo.sec.gov
Crossingbridge Advisors, LLC	Pleasantville	10	$143.8 million	$4.18 billion	adviserinfo.sec.gov
Vibrant Capital Partners, Inc.	New York	8	$140.5 million	$4.28 billion	adviserinfo.sec.gov
Metropolitan Partners Group Management, LLC	New York	4	$138.7 million	$1.79 billion	adviserinfo.sec.gov
Cooper Creek Partners Management LLC	New York	2	$135.1 million	$3.09 billion	adviserinfo.sec.gov
VR Advisory Services LTD.	New York	1	$131.6 million	$9.77 billion	adviserinfo.sec.gov
Goehring & Rozencwajg Associates, LLC	New York	Fewer than 5	$126.7 million	$1.51 billion	adviserinfo.sec.gov
Ameraudi Asset Management, Inc.	New York	73	$124.5 million	$2.10 billion	adviserinfo.sec.gov
The Wealth Alliance, LLC	Melville	16	$123.2 million	$2.10 billion	adviserinfo.sec.gov
Fenimore Asset Management, Inc.	Cobleskill	13	$122.8 million	$5.41 billion	adviserinfo.sec.gov
Sage, Rutty & Co., Inc.	Rochester	300	$121 million	$3.46 billion	adviserinfo.sec.gov
First Eagle Separate Account Management, LLC	New York	103	$121 million	$907.6 million	adviserinfo.sec.gov
Idb Lido Wealth, LLC	New York	31	$118.5 million	$478.4 million	adviserinfo.sec.gov
Brizo Capital, LP	New York	Fewer than 5	$118.4 million	$294.5 million	adviserinfo.sec.gov
Stempoint Capital LP	New York	Fewer than 5	$116.3 million	$761.3 million	adviserinfo.sec.gov
Chesapeake Asset Management LLC	New York	6	$115.4 million	$468.8 million	adviserinfo.sec.gov
Ap Capital Delaware LLC	New York	1	$113.1 million	$134.8 million	adviserinfo.sec.gov
Blackstone Real Estate Special Situations Advisors L.L.C.	New York	Fewer than 5	$111.2 million	$69.98 billion	adviserinfo.sec.gov
Compound Planning, Inc.	New York	147	$110.7 million	$4.85 billion	adviserinfo.sec.gov
Klingenstein Fields Advisors	New York	17	$109.8 million	$4.70 billion	adviserinfo.sec.gov
Vanderbilt Avenue Asset Management LLC	New York	6	$108.3 million	$241.9 million	adviserinfo.sec.gov
Vanbarton Group LLC	New York	1	$108 million	$2.28 billion	adviserinfo.sec.gov
Goldman Sachs Wealth Services, L.P.	Cohoes	30	$107.2 million	$31.69 billion	adviserinfo.sec.gov
Shufro, Rose & Co., LLC	New York	49	$106.9 million	$2.46 billion	adviserinfo.sec.gov
LDR Capital Management, LLC	New York	6	$105.1 million	$397.2 million	adviserinfo.sec.gov
Peter Kimmelman Asset Management LP	New York	2	$105 million	$466.3 million	adviserinfo.sec.gov
Sagard Holdings Manager (US) LLC	New York City	1	$100.8 million	$1.41 billion	adviserinfo.sec.gov
Sustainable Insight Capital Management, LLC	New York	1	$100.5 million	$409.9 million	adviserinfo.sec.gov
Setpoint Capital	New York	Fewer than 5	$97.8 million	$835.1 million	adviserinfo.sec.gov
Connective Portfolio Management, LLC	New York	2	$97 million	$121.3 million	adviserinfo.sec.gov
Goalvest Advisory LLC	New York	39	$96.9 million	$777.6 million	adviserinfo.sec.gov
Isometry Capital, LLC	New York	1	$94.7 million	$1.01 billion	adviserinfo.sec.gov
Onewelth Inc	New York	6	$92.6 million	$101.9 million	adviserinfo.sec.gov
Atomic Invest LLC	New York	493	$90.5 million	$319.5 million	adviserinfo.sec.gov
Magnolia Capital Management	Cold Spring	2	$85.3 million	$227.7 million	adviserinfo.sec.gov
Estabrook Capital Management LLC	New York	17	$84.4 million	$933.3 million	adviserinfo.sec.gov
Eagle's View Capital Management LLC	New York	11	$83.4 million	$860.5 million	adviserinfo.sec.gov
GAM USA Inc.	New York	1	$82.6 million	$1.47 billion	adviserinfo.sec.gov
Innovative Private Wealth Management Inc.	Somers	18	$82.5 million	$367 million	adviserinfo.sec.gov
John W. Bristol & Co., Inc.	New York	7	$82.3 million	$7.07 billion	adviserinfo.sec.gov
Vinci Partners USA	New York	19	$82.3 million	$327 million	adviserinfo.sec.gov
Ivesta Corp	New York	1	$82 million	$82 million	adviserinfo.sec.gov
Change Global Investment, LLC	New York	Fewer than 5	$82 million	$226 million	adviserinfo.sec.gov
Ashford Advisors, LLC	Pittsford	20	$77.7 million	$942.7 million	adviserinfo.sec.gov
Wellington Shields Capital Management, LLC	New York	16	$77.2 million	$1.17 billion	adviserinfo.sec.gov
Mon Capital Management LLC	New York	6	$73.9 million	$93.2 million	adviserinfo.sec.gov
Pinebridge Investments LLC	New York	Fewer than 5	$73 million	$76.73 billion	adviserinfo.sec.gov
Jpmorgan Alternative Asset Management	New York	4	$72 million	$29.73 billion	adviserinfo.sec.gov
Flagstar Securities, Inc.	New York	37	$70.9 million	$784.3 million	adviserinfo.sec.gov
HPS Investment Partners, LLC	New York	1	$68.9 million	$175.72 billion	adviserinfo.sec.gov
Blackstone Credit Systematic Strategies LLC	New York	Fewer than 5	$68.4 million	$35.71 billion	adviserinfo.sec.gov
Brigade Capital Management, LP	New York	Fewer than 5	$68.2 million	$33.02 billion	adviserinfo.sec.gov
Bleichroeder LP	New York	13	$66.6 million	$2.43 billion	adviserinfo.sec.gov
Coatue Management, L.L.C.	New York	Fewer than 5	$66.3 million	$92.71 billion	adviserinfo.sec.gov
Cais Advisors	New York	1	$64.9 million	$225.3 million	adviserinfo.sec.gov
Stacey Braun Associates Inc	New York	6	$62.8 million	$5.50 billion	adviserinfo.sec.gov
Savvy	New York	26	$62.7 million	$5.00 billion	adviserinfo.sec.gov
Shelter Rock Management, LLC	Jericho	8	$60.8 million	$232 million	adviserinfo.sec.gov
Fenix Trading	New York	104	$60.6 million	$160.4 million	adviserinfo.sec.gov
TRG Management LP	New York	Fewer than 5	$58.6 million	$6.72 billion	adviserinfo.sec.gov
Gagnon Securities, LLC	New York	144	$58 million	$529.7 million	adviserinfo.sec.gov
Piton Investment Management, LP	Garden City	2	$57.7 million	$927.9 million	adviserinfo.sec.gov
Passive Capital Management, LLC	Syracuse	9	$57.7 million	$996.9 million	adviserinfo.sec.gov
Wealthspring Capital LLC	West Harrison	8	$57.3 million	$515 million	adviserinfo.sec.gov
Newoak Asset Management LLC	New York	3	$57.1 million	$57.1 million	adviserinfo.sec.gov
Aksia LLC	New York	Fewer than 5	$56.8 million	$35.20 billion	adviserinfo.sec.gov
Moment Advisors, LLC	New York	25	$56.3 million	$56.3 million	adviserinfo.sec.gov
Axiom Investment Management LLC	New York	11	$54.3 million	$236.8 million	adviserinfo.sec.gov
Shade Tree Advisors LLC	Saratoga Springs	1	$53.4 million	$1.45 billion	adviserinfo.sec.gov
Clarion Call Capital	New York	Fewer than 5	$52.8 million	$66.5 million	adviserinfo.sec.gov
Hollow Brook Wealth Management LLC	Katonah	30	$51.8 million	$1.37 billion	adviserinfo.sec.gov
Maltese Capital Management, LLC	New York	2	$51.1 million	$695.7 million	adviserinfo.sec.gov
One68 Global Capital, LLC	New York	Fewer than 5	$50 million	$50 million	adviserinfo.sec.gov
Quinbrook Infrastructure Partners LLC	New York	Fewer than 5	$49.7 million	$8.95 billion	adviserinfo.sec.gov
Vectors Asset Management	New York	13	$49 million	$1.01 billion	adviserinfo.sec.gov
Octagon Credit Investors, LLC	New York	Fewer than 5	$48.5 million	$35.05 billion	adviserinfo.sec.gov
Morgan Rio Capital Management, LLC	New York	Fewer than 5	$48.5 million	$338.7 million	adviserinfo.sec.gov
Shikiar Asset Management Inc	New York	13	$48 million	$564 million	adviserinfo.sec.gov
Ascent Wealth Partners, LLC	New Hartford	16	$47.4 million	$1.52 billion	adviserinfo.sec.gov
Catalio Capital Management, LP	New York	1	$47.3 million	$2.18 billion	adviserinfo.sec.gov
Riva Ridge Capital Management LP	New York	2	$47.2 million	$757.5 million	adviserinfo.sec.gov
Cantor Fitzgerald Investment Advisors	New York	24	$47.2 million	$3.24 billion	adviserinfo.sec.gov
Dryden Capital, LLC	New York	2	$47 million	$76.6 million	adviserinfo.sec.gov
Marshall + Sterling Wealth Advisors, Inc.	Poughkeepsie	7	$46.8 million	$1.59 billion	adviserinfo.sec.gov
Fourworld Capital Management LLC	New York	7	$46.1 million	$1.40 billion	adviserinfo.sec.gov
Fusion Family Wealth, LLC	Woodbury	Fewer than 5	$45.9 million	$1.44 billion	adviserinfo.sec.gov
Halyard Asset Management LLC	White Plains	2	$45.6 million	$2.03 billion	adviserinfo.sec.gov
Livian & Co.	New York	20	$45.5 million	$152.9 million	adviserinfo.sec.gov
HSBC Securities (USA) Inc.	New York	27	$45.5 million	$3.84 billion	adviserinfo.sec.gov
Capra Credit Management, LLC	New York	2	$45.1 million	$45.1 million	adviserinfo.sec.gov
Capra Ibex Credit Opportunities, LLC	New York	2	$45.1 million	$45.1 million	adviserinfo.sec.gov
Oppenheimer Investment Management LLC	New York	11	$44.4 million	$929.4 million	adviserinfo.sec.gov
Luxor Capital Group, LP	New York	2	$44 million	$5.04 billion	adviserinfo.sec.gov
CBRE Investment Management	New York	1	$43.4 million	$22.84 billion	adviserinfo.sec.gov
Rosci Lamb, LLC	New York	Fewer than 5	$43 million	$65 million	adviserinfo.sec.gov
Nassau Alternative Investments LLC	New York	Fewer than 5	$42.8 million	$1.43 billion	adviserinfo.sec.gov
Hyperion Capital Advisors LP	New York	8	$42.5 million	$581.3 million	adviserinfo.sec.gov
Caruso McLean & Co., Inc.	Utica	5	$42.2 million	$281.8 million	adviserinfo.sec.gov
Partners Group (USA) Inc.	New York	Fewer than 5	$41.4 million	$29.12 billion	adviserinfo.sec.gov
Senvest Management, LLC	New York	1	$41.2 million	$4.12 billion	adviserinfo.sec.gov
Valicenti Advisory Services Inc	Elmira	52	$41 million	$820 million	adviserinfo.sec.gov
Opal Wealth Advisors, LLC	Jericho	15	$40.7 million	$1.24 billion	adviserinfo.sec.gov
Neville, Rodie & Shaw Inc	New York	10	$40.6 million	$2.00 billion	adviserinfo.sec.gov
HS Management Partners, LLC	New York	9	$38.3 million	$469.9 million	adviserinfo.sec.gov
Roosevelt Management Company LLC	New York	1	$37.5 million	$52.4 million	adviserinfo.sec.gov
Wellington Shields & Co., LLC	New York	6	$37.2 million	$546 million	adviserinfo.sec.gov
The Quick Group LLC	New York	3	$37.2 million	$111.3 million	adviserinfo.sec.gov
Bridgewater Advisors Inc.	New York	5	$36.8 million	$2.57 billion	adviserinfo.sec.gov
Uas Asset Management	New York	5	$36.1 million	$493 million	adviserinfo.sec.gov
Vazirani Asset Management LLC	New York	2	$35.1 million	$65 million	adviserinfo.sec.gov
Berenberg Asset Management LLC	New York	Fewer than 5	$34.8 million	$34.8 million	adviserinfo.sec.gov
Ritholtz Wealth Management	New York	Fewer than 5	$34.3 million	$9.42 billion	adviserinfo.sec.gov
Varadero Capital, L.P.	New York	2	$33.7 million	$2.29 billion	adviserinfo.sec.gov

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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.