Investment adviser firms in New York · Page 18
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
2,577 firms · Source months shown: July 2026 and August 2026
- OBRA CAPITAL MANAGEMENT, LLC.CRD 155231 · NEW YORK, NY$5,746,830,885.00Regulatory AUM · August 2026
- OBRA FUND MANAGEMENT, LLCCRD 328207 · NEW YORK, NY$71,644,067.00Regulatory AUM · August 2026
- OBSIDIAN CIO LLCCRD 289000 · NEW YORK, NY$1,284,027,815.00Regulatory AUM · August 2026
- OCCAM CAPITAL MANAGEMENT, LLCCRD 108201 · PITTSFORD, NY$67,403,243.00Regulatory AUM · August 2026
- OCEANSOUND PARTNERS, LPCRD 300935 · NEW YORK, NY$6,948,089,027.00Regulatory AUM · August 2026
- OCO CAPITAL PARTNERS LPCRD 299461 · NEW YORK, NY$651,759,907.00Regulatory AUM · August 2026
- OCTAGON CAPITAL ADVISORS LPCRD 306424 · NEW YORK, NY$1,175,272,000.00Regulatory AUM · August 2026
- OCTAGON CREDIT INVESTORS, LLCCRD 155336 · NEW YORK, NY$35,050,029,659.00Regulatory AUM · August 2026
- ODEON CAPITAL ADVISORS LLCCRD 307619 · NEW YORK, NY$967,487,949.00Regulatory AUM · August 2026
- ODYSSEY INVESTMENT PARTNERS, LLCCRD 160990 · NEW YORK, NY$7,854,936,659.00Regulatory AUM · August 2026
- OEP CAPITAL ADVISORS, L.P.CRD 173626 · NEW YORK, NY$15,731,527,353.00Regulatory AUM · August 2026
- OFF ROAD CAPITAL MANAGEMENT LLCCRD 285344 · NEW YORK, NY$435,755,223.00Regulatory AUM · August 2026
- OFFIT CAPITAL ADVISORS LLCCRD 144474 · NEW YORK, NY$20,603,877,707.00Regulatory AUM · August 2026
- OGOREK WEALTH MANAGEMENT, LLCCRD 105707 · WILLIAMSVILLE, NY$558,900,541.00Regulatory AUM · August 2026
- OHA PRIVATE CREDIT ADVISORS II, L.P.CRD 322289 · NEW YORK, NY$805,246,000.00Regulatory AUM · August 2026
- OHA PRIVATE CREDIT ADVISORS LLCCRD 319664 · NEW YORK, NY$3,581,553,000.00Regulatory AUM · August 2026
- OIC, L.P.CRD 282499 · NEW YORK, NY$4,507,710,009.00Regulatory AUM · August 2026
- OLD BELLOWS PARTNERS L.P.CRD 157569 · NEW YORK, NY$29,971,238.00Regulatory AUM · August 2026
- OLD BRIDGE WEALTH, INCCRD 332180 · SYOSSET, NY$143,650,051.00Regulatory AUM · August 2026
- OLD FARM PARTNERS LPCRD 283573 · NEW YORK, NY$744,154,978.00Regulatory AUM · August 2026
- OLD ORCHARD CAPITAL MANAGEMENT LPCRD 170641 · NEW YORK, NY$1,834,509,390.00Regulatory AUM · August 2026
- OLD SLIP REGISTERED INVESTMENT ADVISORS, LLCCRD 297976 · NEW YORK, NY$305,000,000.00Regulatory AUM · August 2026
- OLSTEIN CAPITAL MANAGEMENT, L.P.CRD 38474 · PURCHASE, NY$564,084,196.00Regulatory AUM · July 2026
- OLYMPUS CAPITAL HOLDINGS ASIA LLCCRD 157522 · MOUNT KISCO, NY$852,142,120.00Regulatory AUM · August 2026
- OMC FINANCIAL SERVICES LTDCRD 110528 · DEWITT, NY$328,480,614.00Regulatory AUM · August 2026
- OMEN ADVISORY, LLCCRD 337532 · NEW YORK, NY$36,000.00Regulatory AUM · August 2026
- OMERS INFRASTRUCTURE US LIMITEDCRD 170309 · NEW YORK, NY$17,829,243,528.00Regulatory AUM · August 2026
- OMNI BRIDGEWAY MANAGEMENT (USA) LLCCRD 298001 · NEW YORK, NY$2,149,567,557.00Regulatory AUM · August 2026
- ONCE CAPITAL MANAGEMENT, LLCCRD 289714 · NEW YORK, NY$422,142,855.00Regulatory AUM · August 2026
- ONE INVESTMENT MANAGEMENT US LLCCRD 323617 · NEW YORK, NY$10,084,914,979.00Regulatory AUM · August 2026
- ONE MADISON GROUP LLCCRD 320876 · NEW YORK, NY$7,023,974,030.00Regulatory AUM · August 2026
- ONE OAK CAPITAL MANAGEMENT, LLCCRD 170339 · PURCHASE, NY$418,535,463.00Regulatory AUM · August 2026
- ONE ROCK CAPITAL PARTNERS, LLCCRD 160972 · NEW YORK, NY$9,698,493,603.00Regulatory AUM · August 2026
- ONE WILLIAM STREET CAPITAL MANAGEMENT, LP.CRD 150522 · NEW YORK, NY$11,302,484,622.00Regulatory AUM · August 2026
- ONE68 GLOBAL CAPITAL, LLCCRD 284585 · NEW YORK, NY$50,000,000.00Regulatory AUM · August 2026
- ONEWELTH INCCRD 325277 · NEW YORK, NY$101,854,177.00Regulatory AUM · August 2026
- ONYX BRIDGE WEALTH GROUP LLCCRD 306097 · TARRYTOWN, NY$1,370,368,948.00Regulatory AUM · August 2026
- ONYXPOINT GLOBAL MANAGEMENT LPCRD 288356 · NEW YORK, NY$481,207,699.00Regulatory AUM · August 2026
- OPAL WEALTH ADVISORS, LLCCRD 289759 · JERICHO, NY$1,238,191,462.00Regulatory AUM · August 2026
- OPEN FIELD CAPITAL LLCCRD 136313 · NEW YORK, NY$208,109,253.00Regulatory AUM · August 2026
- OPENGATE CAPITAL MANAGEMENT, LLCCRD 213518 · NEW YORK, NY$666,821,866.00Regulatory AUM · August 2026
- OPPENHEIMER & CO. INC.CRD 249 · NEW YORK, NY$36,710,705,748.00Regulatory AUM · August 2026
- OPPENHEIMER + CLOSE, LLCCRD 15168 · NEW YORK, NY$93,012,013.00Regulatory AUM · August 2026
- OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLCCRD 140485 · NEW YORK, NY$177,846,145.00Regulatory AUM · August 2026
- OPPENHEIMER ASSET MANAGEMENT INC.CRD 105559 · NEW YORK, NY$21,327,096,828.00Regulatory AUM · August 2026
- OPPENHEIMER INVESTMENT MANAGEMENT LLCCRD 133243 · NEW YORK, NY$929,416,169.00Regulatory AUM · August 2026
- OPPVEST, LLCCRD 296317 · NEW YORK, NY$217,825,124.00Regulatory AUM · August 2026
- OPTI CAPITAL MANAGEMENT LPCRD 292742 · NEW YORK, NY$1,761,311,310.00Regulatory AUM · August 2026
- OPTIMA ASSET MANAGEMENT LPCRD 299826 · NEW YORK, NY$891,567,747.00Regulatory AUM · August 2026
- OPTIMIST VENTURES LLCCRD 337808 · NEW YORK, NY$311,310,668.00Regulatory AUM · August 2026
- OPTO INVESTMENT MANAGEMENT, LLCCRD 316847 · NEW YORK, NY$928,573,008.00Regulatory AUM · August 2026
- OPTOS REAL ESTATE CREDIT, LLCCRD 343298 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- OPUS INVESTMENT MANAGEMENT LLCCRD 163262 · NEW YORK, NY$331,854,539.00Regulatory AUM · August 2026
- ORANGE INVESTMENT ADVISORS, INC.CRD 107387 · GOSHEN, NY$1,668,397,741.00Regulatory AUM · August 2026
- ORANGEWOOD PARTNERS MANAGEMENT LLCCRD 282292 · NEW YORK, NY$1,342,488,503.00Regulatory AUM · August 2026
- ORBIMED ADVISORS LLCCRD 118608 · NEW YORK, NY$20,607,970,000.00Regulatory AUM · August 2026
- ORIBEL CAPITAL MANAGEMENT, LPCRD 283118 · NEW YORK, NY$1,366,557,089.00Regulatory AUM · August 2026
- ORION RESOURCE PARTNERS (USA), LPCRD 161327 · NEW YORK, NY$7,911,772,394.00Regulatory AUM · August 2026
- ORIX ADVISERS, LLCCRD 307580 · NEW YORK, NY$9,625,175,717.00Regulatory AUM · August 2026
- ORKILA MANAGEMENT, LLCCRD 171242 · NEW YORK, NY$1,132,037,268.00Regulatory AUM · August 2026
- ORTELIUS CAPITAL PARTNERS, LLCCRD 138284 · NEW YORK, NY$143,754,825.00Regulatory AUM · August 2026
- OSPRAIE MANAGEMENT, LLCCRD 305479 · RYE, NY$1,259,666,459.00Regulatory AUM · August 2026
- OSPREY PRIVATE WEALTH LLCCRD 331295 · NEW YORK, NY$448,377,625.00Regulatory AUM · August 2026
- OTRO CAPITAL MANAGEMENT, LLCCRD 327232 · NEW YORK, NY$1,315,919,776.00Regulatory AUM · August 2026
- OUTERLANDS CAPITAL MANAGEMENT, LLCCRD 327602 · NEW YORK, NY$6,894,602.00Regulatory AUM · August 2026
- OVERBROOK MANAGEMENT CORPORATIONCRD 117884 · NEW YORK, NY$1,121,106,153.00Regulatory AUM · August 2026
- OVERLAND ADVISORS, LLCCRD 325525 · NEW YORK, NY$3,034,415,688.00Regulatory AUM · August 2026
- OVERWATCH CAPITAL ADVISORS LLCCRD 341636 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- OWL CREEK ASSET MANAGEMENT, L.P.CRD 139371 · NEW YORK, NY$2,468,309,000.00Regulatory AUM · August 2026
- OWLHOUSE CAPITAL LPCRD 328210 · NEW YORK, NY$145,608,926.00Regulatory AUM · August 2026
- OXLER PRIVATE WEALTH LLCCRD 309684 · RYE BROOK, NY$578,121,679.00Regulatory AUM · August 2026
- P. SCHOENFELD ASSET MANAGEMENT LPCRD 149236 · NEW YORK, NY$532,177,576.00Regulatory AUM · August 2026
- P&A CAPITAL ADVISORS, INC.CRD 111731 · NEW YORK, NY$126,427,636.00Regulatory AUM · August 2026
- P2 CAPITAL PARTNERS, LLCCRD 159299 · NEW YORK, NY$824,400,000.00Regulatory AUM · August 2026
- PACIFIC WAY CAPITAL MANAGEMENT, LLCCRD 334551 · NEW YORK, NY$33,566,528,692.00Regulatory AUM · August 2026
- PACT CAPITAL LLCCRD 333871 · NEW YORK, NY$891,659,687.00Regulatory AUM · August 2026
- PAGAYA INVESTMENTS US LLCCRD 299672 · NEW YORK, NY$985,384,731.00Regulatory AUM · August 2026
- PAINE SCHWARTZ PARTNERS, LLCCRD 157551 · NEW YORK, NY$5,191,915,398.00Regulatory AUM · August 2026
- PAINSWICK CAPITAL MANAGEMENT LPCRD 333644 · NEW YORK, NY$1,585,653,781.00Regulatory AUM · August 2026
- PALESTRA CAPITAL MANAGEMENT LLCCRD 160535 · NEW YORK, NY$5,441,912,932.00Regulatory AUM · August 2026
- PALISADE AMERICAS MANAGEMENT LLCCRD 322412 · NEW YORK, NY$288,400,000.00Regulatory AUM · August 2026
- PALISTAR CAPITAL LPCRD 300897 · NEW YORK, NY$3,470,379,287.00Regulatory AUM · August 2026
- PALLADIUM EQUITY PARTNERS ADVISOR, LLCCRD 159061 · NEW YORK, NY$3,599,345,796.00Regulatory AUM · August 2026
- PALLADIUM HERITAGE MANAGEMENT, LLCCRD 321623 · NEW YORK, NY$37,166,506.00Regulatory AUM · August 2026
- PALM DRIVE CAPITAL LLCCRD 284014 · NEW YORK, NY$376,386,304.00Regulatory AUM · August 2026
- PALUMBO WEALTH MANAGEMENT LLCCRD 306548 · GREAT NECK, NY$543,384,640.00Regulatory AUM · August 2026
- PAMPLONA CAPITAL MANAGEMENT LLCCRD 160860 · NEW YORK, NY$2,828,838,923.00Regulatory AUM · August 2026
- PAPAMARKOU WELLNER ASSET MANAGEMENT, INC.CRD 131796 · NEW YORK, NY$357,509,070.00Regulatory AUM · August 2026
- PARABELLUM CAPITAL LLCCRD 269874 · NEW YORK, NY$1,940,619,972.00Regulatory AUM · August 2026
- PARADIGM ASSET MANAGEMENT COMPANY, L.L.C.CRD 111479 · WHITE PLAINS, NY$441,717,174.00Regulatory AUM · August 2026
- PARADIGM BIOCAPITAL ADVISORS LPCRD 312544 · NEW YORK, NY$4,469,161,523.00Regulatory AUM · August 2026
- PARADIGM CAPITAL MANAGEMENT, INC.CRD 107982 · ALBANY, NY$2,381,968,089.00Regulatory AUM · August 2026
- PARADIGM FUNDS ADVISOR LLCCRD 136481 · ALBANY, NY$305,061,951.00Regulatory AUM · August 2026
- PARAFI CAPITAL LPCRD 294670 · NEW YORK, NY$1,817,814,710.00Regulatory AUM · August 2026
- PARAMOUNT GROUP REAL ESTATE ADVISOR LLCCRD 161324 · NEW YORK, NY$457,666,306.00Regulatory AUM · August 2026
- PARK AVENUE INSTITUTIONAL ADVISERS LLCCRD 175101 · NEW YORK, NY$82,001,617,114.00Regulatory AUM · August 2026
- PARK AVENUE SECURITIES LLCCRD 46173 · NEW YORK, NY$19,575,765,851.00Regulatory AUM · August 2026
- PARK ROAD PARTNERS LPCRD 340991 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- PARK SQUARE CAPITAL USA LPCRD 338573 · NEW YORK, NY$18,895,427,062.00Regulatory AUM · August 2026
- PARKVIEW US LLCCRD 160172 · NEW YORK, NY$312,331,270.00Regulatory AUM · August 2026