206 wealth management firms in New York grew their assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Here are the top 10, ranked by asset growth, advisory staff growth and net advisors gained.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Arax Advisory Partners NEW YORK | $1.44B → $26.52B | 18.44× 13.8× typical | 15 → 168 | +132 | Organic or recruited | Schwab | 99.2 |
| 2 | Savvy NEW YORK | $401.3M → $5B | 12.46× 9.3× typical | 10 → 101 | +69 | Organic or recruited | Schwab | 99.1 |
| 3 | Cerity Partners LLC NEW YORK | $80.57B → $161.68B | 2.01× 1.5× typical | 704 → 1,102 | +77 | Organic | Schwab | 94.4 |
| 4 | Seeds NEW YORK | $165.5M → $1B | 6.05× 4.5× typical | 2 → 5 | +1 | Organic | – | 94.3 |
| 5 | Dutch Asset Corporation SELKIRK | $69.9M → $186.9M | 2.68× 2.0× typical | 3 → 8 | +1 | Organic or recruited | Interactive Brokers | 94.1 |
| 6 | Arch Global Advisors, LLC NEW YORK | $102.2M → $230.9M | 2.26× 1.7× typical | 6 → 10 | +2 | Organic | Schwab | 93.9 |
| 7 | Td Private Client Wealth LLC NEW YORK | $4.82B → $8.57B | 1.78× 1.3× typical | 284 → 482 | +59 | Organic or recruited | Pershing | 92.9 |
| 8 | Ashton Thomas Securities, LLC ROCHESTER | $409.1M → $1.86B | 4.55× 3.4× typical | 20 → 26 | +6 | Organic | Pershing | 92.7 |
| 9 | Rockefeller Capital Management NEW YORK | $51.82B → $99.6B | 1.92× 1.4× typical | 573 → 815 | +104 | Organic | Fidelity | 92.4 |
| 10 | Consolidated Portfolio Review Corp WOODBURY | $905.6M → $1.59B | 1.76× 1.3× typical | 28 → 47 | +15 | Organic or recruited | – | 92.3 |
Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.