Investment adviser firms in New York · Page 7
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
- CLEARLINE CAPITAL LPCRD 166699 · NEW YORK, NY$1,438,000,000.00Regulatory AUM · August 2026
- CLEARLIST CAPITAL LLCCRD 329206 · NEW YORK, NY$959,804,083.00Regulatory AUM · August 2026
- CLEARVIEW FINANCIAL PLANNING, INC.CRD 291834 · SOUTHOLD, NY$37,892,188.00Regulatory AUM · August 2026
- CLOSED LOOP PARTNERS, LLCCRD 307079 · NEW YORK, NY$466,385,930.00Regulatory AUM · August 2026
- CLOVER CREDIT MANAGEMENT, LLCCRD 307632 · NEW YORK, NY$3,471,419,706.00Regulatory AUM · August 2026
- CLOVER LEAF FINANCIAL LLCCRD 335751 · FAIRPORT, NY$75,000,000.00Regulatory AUM · August 2026
- CM INVESTMENT PARTNERS LLCCRD 168941 · NEW YORK, NY$444,203,492.00Regulatory AUM · August 2026
- COALESCE CAPITAL MANAGEMENT LLCCRD 324179 · NEW YORK, NY$1,834,664,404.00Regulatory AUM · August 2026
- COALESCENCE PARTNERS INVESTMENT MANAGEMENT LPCRD 285361 · NEW YORK, NY$428,363,829.00Regulatory AUM · August 2026
- COAST CAPITAL MANAGEMENT, LPCRD 289883 · NEW YORK, NY$102,577,762.00Regulatory AUM · August 2026
- COASTAL PRIVATE WEALTH MANAGEMENT LLCCRD 327867 · NEW YORK, NY$45,108,910.00Regulatory AUM · August 2026
- COATUE MANAGEMENT, L.L.C.CRD 157910 · NEW YORK, NY$92,705,722,582.00Regulatory AUM · August 2026
- COHEN & COMPANY FINANCIAL MANAGEMENT, LLCCRD 133171 · NEW YORK, NY$237,444,960.00Regulatory AUM · August 2026
- COHEN & STEERS CAPITAL MANAGEMENT, INC.CRD 106266 · NEW YORK, NY$85,670,100,572.00Regulatory AUM · August 2026
- COHEN KLINGENSTEIN, LLCCRD 148428 · NEW YORK, NY$3,391,536,316.00Regulatory AUM · August 2026
- COHESIVE CAPITAL MANAGEMENT, L.P.CRD 160274 · NEW YORK, NY$1,375,791,232.00Regulatory AUM · August 2026
- COINFUND MANAGEMENT LLCCRD 312302 · NEW YORK, NY$765,967,611.00Regulatory AUM · August 2026
- COINSHARES ASSET MANAGEMENT (US) LLCCRD 314541 · NEW YORK, NY$251,859,210.00Regulatory AUM · August 2026
- COLBECK CAPITAL MANAGEMENT, LLCCRD 282406 · NEW YORK, NY$1,711,482,585.00Regulatory AUM · August 2026
- COLLABORATIVE CAPITAL ADVISORS LLCCRD 337588 · NEW YORK, NY$387,843,222.00Regulatory AUM · August 2026
- COLLER CAPITAL INCCRD 158102 · NEW YORK, NY$11,952,891,545.00Regulatory AUM · August 2026
- COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLCCRD 328015 · NEW YORK, NY$1,848,242,827.00Regulatory AUM · August 2026
- COLLINS ADVISORS, LLCCRD 129270 · BUFFALO, NY$176,396,942.00Regulatory AUM · August 2026
- COLTRANE ASSET MANAGEMENT, L.P.CRD 165131 · NEW YORK, NY$303,981,025.00Regulatory AUM · August 2026
- COLUCCI WEALTH MANAGEMENT LLCCRD 338046 · BRIGHTWATERS, NY$80,796,246.00Regulatory AUM · August 2026
- COMMODORE CAPITAL LPCRD 304370 · NEW YORK, NY$2,369,313,969.00Regulatory AUM · August 2026
- COMMUNITY CAPITAL ADVISORS LLCCRD 342301 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- COMPASS ADVISORY GROUP LLCCRD 288256 · MELVILLE, NY$767,495,362.00Regulatory AUM · August 2026
- COMPASS GROUP LLCCRD 108772 · NEW YORK, NY$1,654,592,245.00Regulatory AUM · August 2026
- COMPASS ROSE ASSET MANAGEMENT, LPCRD 297010 · NEW YORK, NY$16,500,609,281.00Regulatory AUM · August 2026
- COMPLETE ADVISORS PLUS LLCCRD 307127 · VALLEY STREAM, NY$84,185,767.00Regulatory AUM · August 2026
- COMPOUND ADVISORS, LLCCRD 165300 · NEW YORK, NY$732,278,497.00Regulatory AUM · August 2026
- COMPOUND PLANNING, INC.CRD 171787 · NEW YORK, NY$4,848,634,144.00Regulatory AUM · August 2026
- CONGRESS PARK CAPITAL LLCCRD 150309 · SARATOGA SPRINGS, NY$422,313,266.00Regulatory AUM · August 2026
- CONIFER MANAGEMENT, LLCCRD 283492 · NEW YORK, NY$4,531,545,388.00Regulatory AUM · August 2026
- CONNECTIVE PORTFOLIO MANAGEMENT, LLCCRD 297755 · NEW YORK, NY$121,345,569.00Regulatory AUM · August 2026
- CONRAD CAPITAL MANAGEMENT, INC.CRD 113648 · HAUPPAUGE, NY$90,669,924.00Regulatory AUM · August 2026
- CONSELLO MANAGEMENT LPCRD 317399 · NEW YORK, NY$298,529,764.00Regulatory AUM · August 2026
- CONSOLIDATED PORTFOLIO REVIEW CORPCRD 112694 · WOODBURY, NY$1,591,860,061.00Regulatory AUM · August 2026
- CONSONANCE CAPITAL PARTNERS, LPCRD 167165 · NEW YORK, NY$2,761,880,203.00Regulatory AUM · August 2026
- CONSTELLATION ASSET MANAGEMENT, INC.CRD 125704 · FAYETTEVILLE, NY$79,293,570.00Regulatory AUM · August 2026
- CONSULTING GROUP ADVISORY SERVICES LLCCRD 137463 · PURCHASE, NY$9,819,883,135.00Regulatory AUM · August 2026
- CONTINUUM WEALTH ADVISORS, LLCCRD 152895 · SARATOGA SPRINGS, NY$345,582,814.00Regulatory AUM · August 2026
- CONTOUR ASSET MANAGEMENT LLCCRD 154645 · NEW YORK, NY$5,915,396,845.00Regulatory AUM · August 2026
- COOPER CREEK PARTNERS MANAGEMENT LLCCRD 157746 · NEW YORK, NY$3,089,075,217.00Regulatory AUM · August 2026
- COOPER/HAIMS ADVISORS, LLCCRD 124122 · VICTOR, NY$1,152,418,068.00Regulatory AUM · August 2026
- COPENHAGEN INFRASTRUCTURE PARTNERS INC.CRD 321116 · NEW YORK, NY$39,353,139,960.00Regulatory AUM · August 2026
- CORBIN CAPITAL PARTNERS, L.P.CRD 130819 · NEW YORK, NY$11,223,072,092.00Regulatory AUM · August 2026
- CORDOBA ADVISORY PARTNERS LLCCRD 310199 · NEW YORK, NY$2,814,184,308.00Regulatory AUM · August 2026
- CORDOBA CAPITAL PARTNERS, LLCCRD 329644 · NEW YORK, NY$152,605,395.00Regulatory AUM · August 2026
- CORE ALPHA, INC.CRD 119635 · ROCHESTER, NY$146,054,102.00Regulatory AUM · August 2026
- CORINTHIA MANAGEMENT (US) LLCCRD 332982 · NEW YORK, NY$886,535,267.00Regulatory AUM · August 2026
- CORINTHIAN CAPITAL GROUP, LLCCRD 160346 · NEW YORK, NY$258,810,124.00Regulatory AUM · August 2026
- CORINTHIAN PARTNERS ASSET MANAGEMENT LLCCRD 109385 · NEW YORK, NY$62,900,000.00Regulatory AUM · August 2026
- CORNELL CAPITAL LLCCRD 226779 · NEW YORK, NY$5,380,768,988.00Regulatory AUM · August 2026
- CORNELL POCHILY INVESTMENT ADVISORS, INC.CRD 145355 · ITHACA, NY$654,434,441.00Regulatory AUM · August 2026
- CORNER CAPITAL MANAGEMENT, LLCCRD 317086 · NEW YORK, NY$787,385,969.00Regulatory AUM · August 2026
- CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLCCRD 115122 · GARDEN CITY, NY$110,269,757.00Regulatory AUM · August 2026
- CORNWALL CAPITAL MANAGEMENT LPCRD 161451 · NEW YORK, NY$101,753,039.00Regulatory AUM · August 2026
- CORRE PARTNERS MANAGEMENT, LLCCRD 161571 · NEW YORK, NY$1,147,765,435.00Regulatory AUM · August 2026
- CORSAIR CAPITAL LLCCRD 137887 · NEW YORK, NY$7,680,039,365.00Regulatory AUM · August 2026
- CORSAIR CAPITAL MANAGEMENT, L.P.CRD 157029 · NEW YORK, NY$957,005,672.00Regulatory AUM · August 2026
- CORTEC GROUP MANAGEMENT SERVICES, LLCCRD 161429 · NEW YORK, NY$6,634,033,478.00Regulatory AUM · August 2026
- CORVEX MANAGEMENT LPCRD 158197 · NEW YORK, NY$4,568,423,980.00Regulatory AUM · August 2026
- COUNTRYSIDE FINANCIAL LLCCRD 337489 · WILLIAMSVILLE, NY$73,236,814.00Regulatory AUM · August 2026
- COURIER CAPITAL, LLCCRD 282485 · BUFFALO, NY$3,585,153,323.00Regulatory AUM · August 2026
- COURT SQUARE CAPITAL MANAGEMENT, L.P.CRD 156776 · NEW YORK, NY$10,108,286,700.00Regulatory AUM · August 2026
- COVARA CAPITAL, LLCCRD 337515 · NEW YORK, NY$405,132,157.00Regulatory AUM · August 2026
- COVE PRIVATE WEALTH, LLCCRD 316866 · OYSTER BAY, NY$455,483,465.00Regulatory AUM · August 2026
- COVISION ADVISORS LLCCRD 285328 · NEW YORK, NY$708,426,166.00Regulatory AUM · August 2026
- CP CAPITAL (US) PARTNERS LPCRD 158979 · NEW YORK, NY$426,888,807.00Regulatory AUM · August 2026
- CQS (US), LLCCRD 147329 · NEW YORK, NY$5,492,827,024.00Regulatory AUM · August 2026
- CRAYHILL CAPITAL MANAGEMENT LPCRD 281154 · NEW YORK, NY$2,496,798,000.00Regulatory AUM · August 2026
- CRESCENT HILL PARTNERS LLCCRD 166276 · SARATOGA SPRINGS, NY$298,756,272.00Regulatory AUM · August 2026
- CRESTVIEW ADVISORS, L.L.C.CRD 157488 · NEW YORK, NY$7,082,373,521.00Regulatory AUM · August 2026
- CRESTWOOD CAPITAL MANAGEMENT, L.P.CRD 160807 · NEW YORK, NY$263,035,648.00Regulatory AUM · August 2026
- CREWCIAL PARTNERS LLCCRD 131570 · NEW YORK, NY$971,646,493.00Regulatory AUM · August 2026
- CROSS BORDER WEALTH, LLCCRD 288330 · NEW YORK, NY$221,885,239.00Regulatory AUM · August 2026
- CROSS LAKE PARTNERS LPCRD 297215 · NEW YORK, NY$1,177,088,615.00Regulatory AUM · August 2026
- CROSS RAPIDS CAPITAL LPCRD 313143 · NEW YORK, NY$335,782,125.00Regulatory AUM · August 2026
- CROSS SHORE CAPITAL MANAGEMENT, LLCCRD 136650 · GREAT NECK, NY$147,092,605.00Regulatory AUM · August 2026
- CROSS STAFF INVESTMENTS INC.CRD 165984 · PITTSFORD, NY$443,496,840.00Regulatory AUM · August 2026
- CROSSBEAM VENTURE PARTNERS LLCCRD 309047 · NEW YORK, NY$507,749,339.00Regulatory AUM · August 2026
- CROSSINGBRIDGE ADVISORS, LLCCRD 286594 · PLEASANTVILLE, NY$4,182,059,071.00Regulatory AUM · August 2026
- CSM CAPITAL CORPORATIONCRD 129789 · NEW YORK, NY$1,848,163,156.00Regulatory AUM · August 2026
- CT INVESTMENT MANAGEMENT CO., LLCCRD 160080 · NEW YORK, NY$6,592,698.00Regulatory AUM · August 2026
- CULLEN CAPITAL MANAGEMENT, LLCCRD 113128 · NEW YORK, NY$11,577,260,992.00Regulatory AUM · August 2026
- CURIAM CAPITAL LLCCRD 305220 · NEW YORK, NY$964,661,366.00Regulatory AUM · August 2026
- CVC ADVISORS (U.S.) INC.CRD 174050 · NEW YORK, NY$25,560,740,629.00Regulatory AUM · August 2026
- CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLCCRD 284980 · NEW YORK, NY$2,333,583,223.00Regulatory AUM · August 2026
- CVC CREDIT PARTNERS, LLCCRD 138528 · NEW YORK, NY$61,627,080,086.00Regulatory AUM · August 2026
- CVC SECONDARY PARTNERS (U.S.), LLCCRD 289554 · NEW YORK, NY$22,185,972,965.00Regulatory AUM · August 2026
- CYRUS CAPITAL PARTNERS, L.P.CRD 136713 · NEW YORK, NY$3,866,538,836.00Regulatory AUM · August 2026
- CYTIUM INVESTMENT MANAGEMENT, LLCCRD 327890 · NEW YORK, NY$749,024,030.00Regulatory AUM · August 2026
- D. E. SHAW & CO., L.P.CRD 108679 · NEW YORK, NY$213,364,737,381.00Regulatory AUM · August 2026
- D. E. SHAW INVESTMENT MANAGEMENT, L.L.C.CRD 135284 · NEW YORK, NY$33,368,169,339.00Regulatory AUM · August 2026
- D1 CAPITAL PARTNERS L.P.CRD 297298 · NEW YORK, NY$40,160,910,862.00Regulatory AUM · August 2026
- DAHAB ASSOCIATES INCCRD 108356 · BAY SHORE, NYNot availableRegulatory AUM · August 2026
- DAIWA ASSET MANAGEMENT (AMERICA) LTD.CRD 126191 · NEW YORK, NY$5,959,831,087.00Regulatory AUM · August 2026
- DARK FOREST CAPITAL MANAGEMENT LPCRD 312519 · NEW YORK, NY$2,417,011,979.00Regulatory AUM · August 2026