Top 25 RIAs in New York, NY.

#	Firm	AUM	Individual clients	Advisors	Main custodian	Filing since
1	M Merrill Lynch, Pierce, Fenner & Smith Incorporated	$1.78T	1,791,731	25,721	Merrill	2012 or earlier
2	J.p. Morgan Private Investments Inc.	$469.98B	1,262,641	96	J.P. Morgan	2012 or earlier
3	J J.p. Morgan Securities LLC	$429.69B	1,234,172	8,479	J.P. Morgan	2012 or earlier
4	R RBC Capital Markets, LLC	$310.43B	275,938	5,908	–	2012 or earlier
5	C Cerity Partners LLC	$161.68B	24,945	1,102	Schwab	2012 or earlier
6	F Franklin Templeton Private Portfolio Group, LLC	$139.88B	175,905	2	Morgan Stanley	2012 or earlier
7	Rockefeller Capital Management	$99.6B	47,801	815	Fidelity	2018
8	RBC Rochdale, LLC	$72.96B	16,170	138	Other	2012 or earlier
9	Betterment	$69.52B	1,016,879	34	Other	2012 or earlier
10	Quantinno Capital Management LP	$60.91B	8,263	13	Pershing	2018
11	Citigroup Global Markets Inc.	$56.01B	58,096	4,078	Pershing	2012 or earlier
12	E Equitable Advisors, LLC	$47.26B	74,960	4,664	LPL Financial	2012 or earlier
13	First Manhattan Co. LLC	$38.09B	6,080	51	Pershing	2023
14	A Advice and Planning Services	$37.93B	72,469	1,020	Pershing	2012 or earlier
15	Rockefeller Capital Management	$36.76B	5,931	372	Fidelity	2018
16	Oppenheimer & Co. Inc.	$36.71B	37,047	1,219	Other	2012 or earlier
17	Bbr Partners, LLC	$36.49B	203	53	Schwab	2012 or earlier
18	W Wealthspire Advisors	$34.32B	9,736	220	Schwab	2012 or earlier
19	BNY Mellon Advisors, Inc.	$33.48B	124,577	44	Pershing	2012 or earlier
20	Eagle Strategies LLC	$32.04B	132,722	2,463	Fidelity	2012 or earlier
21	Tiedemann Advisors, LLC	$31.01B	407	64	Fidelity	2012 or earlier
22	Silvercrest Asset Management Group LLC	$28.33B	1,081	92	Pershing	2012 or earlier
23	A Arax Advisory Partners	$26.52B	15,155	168	Schwab	2012 or earlier
24	Ehrenkranz Partners L.p.	$21.54B	146	18	Pershing	2012 or earlier
25	Oppenheimer Asset Management	$21.33B	41,800	129	Other	2012 or earlier

Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in New York.