Investment adviser firms in New York · Page 26
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: August 2026
- WAHED INVEST LLCCRD 242793 · NEW YORK, NY$1,286,549,477.00Regulatory AUM · August 2026
- WALLSTREETI.COM LLC.CRD 123567 · NEW YORK, NY$105,235,705.00Regulatory AUM · August 2026
- WALNUT INVESTMENT SERVICES LLCCRD 113666 · BROOKLYN, NY$94,000,000.00Regulatory AUM · August 2026
- WARANA CAPITAL, LLCCRD 288311 · NEW YORK, NY$672,899,188.00Regulatory AUM · August 2026
- WARBURG PINCUS LLCCRD 156945 · NEW YORK, NY$108,658,034,720.00Regulatory AUM · August 2026
- WASHINGTON SQUARE CAPITAL MANAGEMENT LLCCRD 150335 · NEW YORK, NY$90,413,084.00Regulatory AUM · August 2026
- WASSERSTEIN MANAGEMENT, LPCRD 286158 · NEW YORK, NY$408,529,503.00Regulatory AUM · August 2026
- WATER ASSET MANAGEMENT, LLCCRD 151508 · NEW YORK, NY$780,927,310.00Regulatory AUM · August 2026
- WATER ISLAND CAPITAL,LLCCRD 113358 · NEW YORK, NY$1,218,302,787.00Regulatory AUM · August 2026
- WATERFALL ASSET MANAGEMENT, LLCCRD 137746 · NEW YORK, NY$22,037,665,812.00Regulatory AUM · August 2026
- WATERFORD ADVISORS, LLCCRD 119442 · ORCHARD PARK, NY$399,125,492.00Regulatory AUM · August 2026
- WATERFRONT CAPITAL PARTNERS LLCCRD 167801 · NEW YORK, NY$99,284,522.00Regulatory AUM · August 2026
- WCAS MANAGEMENT CORPORATIONCRD 155695 · NEW YORK, NY$14,896,139,555.00Regulatory AUM · August 2026
- WEALTH COACH LLCCRD 170886 · BROOKLYN, NY$119,090,347.00Regulatory AUM · August 2026
- WEALTH FORWARD ADVISORS LLCCRD 337462 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- WEALTHEDGE INVESTMENT ADVISORS, LLCCRD 126337 · NEW YORK, NY$472,094,713.00Regulatory AUM · August 2026
- WEALTHIE ADVISORS, LLCCRD 340058 · BROOKLYN, NY$27,322.00Regulatory AUM · August 2026
- WEALTHMEUP ADVISORS LLCCRD 335157 · NEW YORK, NY$75,931.00Regulatory AUM · August 2026
- WEALTHNEST CAPITAL INC.CRD 281725 · STATEN ISLAND, NY$34,889,134.00Regulatory AUM · August 2026
- WEALTHSPIRE ADVISORS LLCCRD 106181 · NEW YORK, NY$34,322,977,688.00Regulatory AUM · August 2026
- WEALTHSPRING CAPITAL LLCCRD 301040 · WEST HARRISON, NY$514,983,003.00Regulatory AUM · August 2026
- WEALTHUNITE ADVISORS, LLCCRD 285807 · MANHASSET, NY$63,087,515.00Regulatory AUM · August 2026
- WEATHERHELM CAPITAL MANAGEMENT LLCCRD 175019 · CAMBRIDGE, NY$90,630,554.00Regulatory AUM · August 2026
- WEBER ASSET MANAGEMENT, INC.CRD 106267 · LAKE SUCCESS, NY$651,500,529.00Regulatory AUM · August 2026
- WEISS FINANCIAL GROUP LLCCRD 159331 · MAHOPAC, NY$90,045,189.00Regulatory AUM · August 2026
- WELCH CAPITAL PARTNERS LLCCRD 106721 · HARRISON, NY$506,166,407.00Regulatory AUM · August 2026
- WELLINGTON SHIELDS & CO., LLCCRD 149021 · NEW YORK, NY$545,964,414.00Regulatory AUM · August 2026
- WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLCCRD 150529 · NEW YORK, NY$1,173,354,300.00Regulatory AUM · August 2026
- WELLSPRING CAPITAL MANAGEMENT LLCCRD 161184 · NEW YORK, NY$208,118,748.00Regulatory AUM · August 2026
- WELLSPRING GBL, LLCCRD 312017 · NEW YORK, NY$300,457,407.00Regulatory AUM · August 2026
- WEMBLEY STRATEGIC ADVISORY LLCCRD 305692 · NEW YORK, NY$695,200,453.00Regulatory AUM · August 2026
- WESTCHESTER CAPITAL MANAGEMENT, LLCCRD 155686 · VALHALLA, NY$2,884,059,583.00Regulatory AUM · August 2026
- WESTCHESTER CAPITAL PARTNERS, LLCCRD 135955 · VALHALLA, NY$34,188,543.00Regulatory AUM · August 2026
- WESTCO ADVISORY SERVICES, INC.CRD 120755 · LYNBROOK, NY$254,021,232.00Regulatory AUM · August 2026
- WESTERN NEW YORK FINANCIAL GROUP, LLCCRD 306083 · BUFFALO, NY$84,133,024.00Regulatory AUM · August 2026
- WESTFULLER ADVISORS, LLCCRD 155054 · NEW YORK, NY$3,370,643,869.00Regulatory AUM · August 2026
- WGS MANAGEMENT SERVICES, INCCRD 270003 · ROCHESTER, NY$41,632,122.00Regulatory AUM · August 2026
- WHARTON WEALTH PLANNING, LLCCRD 319716 · NEW YORK, NY$36,871,967.00Regulatory AUM · August 2026
- WHIPPOORWILL ASSOCIATES INCCRD 107497 · WHITE PLAINS, NY$31,167,735.00Regulatory AUM · August 2026
- WHITE HAT CAPITAL PARTNERS LPCRD 288059 · NEW YORK, NY$171,442,952.00Regulatory AUM · August 2026
- WHITEFORT CAPITAL MANAGEMENT, LPCRD 288534 · NEW YORK, NY$1,051,097,751.00Regulatory AUM · August 2026
- WILDCAT CAPITAL MANAGEMENT, LLCCRD 162178 · NEW YORK, NY$4,083,584,033.00Regulatory AUM · August 2026
- WILKINSON GLOBAL ASSET MANAGEMENT LLCCRD 292470 · NEW YORK, NY$1,876,751,606.00Regulatory AUM · August 2026
- WILLIAMS JONES WEALTH MANAGEMENT, LLCCRD 301925 · NEW YORK, NY$12,474,548,126.00Regulatory AUM · August 2026
- WILLOW ASSET MANAGEMENT LLCCRD 282487 · NEW YORK, NY$1,636,467,286.00Regulatory AUM · August 2026
- WILLOW TREE CAPITAL CORP ADVISORS LLCCRD 328528 · NEW YORK, NY$1,173,148,025.00Regulatory AUM · August 2026
- WILLOW TREE CREDIT PARTNERS LPCRD 287810 · NEW YORK, NY$2,800,117,139.00Regulatory AUM · August 2026
- WILLOWRIDGE PARTNERS, INC.CRD 157116 · NEW YORK, NY$2,508,247,330.00Regulatory AUM · August 2026
- WILMINGTON CAPITAL SECURITIES, LLCCRD 133839 · GARDEN CITY, NY$277,120,242.00Regulatory AUM · August 2026
- WINDROSE HEALTH INVESTORS, LLCCRD 160311 · NEW YORK, NY$7,013,494,016.00Regulatory AUM · August 2026
- WINGSPAN CAPITAL, LLCCRD 307759 · NEW YORK, NY$94,547,082.00Regulatory AUM · August 2026
- WINSHORE CAPITAL PARTNERS LPCRD 300347 · NEW YORK, NY$6,304,818,099.00Regulatory AUM · August 2026
- WINTHROP PARTNERS - EPA, LLCCRD 282098 · ORCHARD, NY$82,155,830.00Regulatory AUM · August 2026
- WINTHROP PARTNERS - WNY, LLCCRD 282100 · ORCHARD, NY$186,229,903.00Regulatory AUM · August 2026
- WINTHROP PARTNERS - WPA, LLCCRD 282102 · ORCHARD, NY$44,066,811.00Regulatory AUM · August 2026
- WISDOMTREE ASSET MANAGEMENT, INC.CRD 139684 · NEW YORK, NY$88,381,199,595.00Regulatory AUM · August 2026
- WISDOMTREE DIGITAL MANAGEMENT, INC.CRD 322139 · NEW YORK, NY$766,045,400.00Regulatory AUM · August 2026
- WISE WEALTH MANAGEMENT, LLCCRD 133614 · NEW YORK, NY$130,102,202.00Regulatory AUM · August 2026
- WNY ASSET MANAGEMENT, LLCCRD 153872 · WILLIAMSVILLE, NY$1,729,468,767.00Regulatory AUM · August 2026
- WOLFE RESEARCH ADVISORS, LLCCRD 326717 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- WORTH CHARTING GROUP LLCCRD 340328 · NEW YORK, NY$2,500,000.00Regulatory AUM · August 2026
- WPM WEALTH ADVISORS LLCCRD 316722 · SARATOGA SPRINGS, NY$72,382,757.00Regulatory AUM · August 2026
- WYNNEFIELD CAPITAL, INC.CRD 157604 · NEW YORK, NY$184,517,667.00Regulatory AUM · August 2026
- WYSER-PRATTE MANAGEMENT CO., INC.CRD 106399 · BEDFORD HILLS, NY$58,640,604.00Regulatory AUM · August 2026
- XN LPCRD 308156 · NEW YORK, NY$7,411,335,465.00Regulatory AUM · August 2026
- YAUPON CAPITAL MANAGEMENT LPCRD 298556 · NEW YORK, NY$4,684,175,000.00Regulatory AUM · August 2026
- YEARWOOD YOUNG ADVISORS LLCCRD 307719 · BROOKLYN, NY$87,102,550.00Regulatory AUM · August 2026
- YIELDPOINT, L.P.CRD 311859 · NEW YORK, NY$206,193,107.00Regulatory AUM · August 2026
- YORK CAPITAL MANAGEMENT GLOBAL ADVISORS, LLCCRD 140336 · NEW YORK, NY$3,264,539,523.00Regulatory AUM · August 2026
- Z CAPITAL GROUP, L.L.C.CRD 159511 · NEW YORK, NY$3,054,881,330.00Regulatory AUM · August 2026
- ZBS PARTNERS, LLCCRD 326727 · NEW YORK, NY$1,412,098,121.00Regulatory AUM · August 2026
- ZENYTH ADVISORS LLCCRD 289192 · NEW YORK, NY$1,544,032,757.00Regulatory AUM · August 2026
- ZEPHYR MANAGEMENT, L.P.CRD 129683 · NEW YORK, NY$256,304,361.00Regulatory AUM · August 2026
- ZIMMER PARTNERS, LPCRD 165684 · NEW YORK, NY$5,238,017,042.00Regulatory AUM · August 2026
- ZMC ADVISORS, L.P.CRD 161274 · NEW YORK, NY$2,575,358,490.00Regulatory AUM · August 2026
- ZOE FINANCIAL, INC.CRD 285158 · NEW YORK, NY$283,473,191.00Regulatory AUM · August 2026
- ZWEIG-DIMENNA ASSOCIATES LLCCRD 161385 · NEW YORK, NY$1,633,517,000.00Regulatory AUM · August 2026