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Top RIA Firms in Brooklyn, New York
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Brooklyn, New York. This hub covers 19 matching firms with $10.3B in total reported AUM and median AUM of $244.1M.
Firms
19
Matching current profiles
Total AUM
$10.3B
Reported regulatory AUM
Median AUM
$244.1M
Across firms with AUM
Largest firm
$3.8B
Left Lane Capital
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Left Lane Capital CRD 309286 · Limited Liability Company | BROOKLYN, NY | $3.8B Mar 2026 | +$1.2B+44.6% | — | — | +$1.4B+54.8% | 0 employees+0.0% over 1Y | +1 accounts+6.7% over 1Y |
| 2. Kora Management LP CRD 172534 · Limited Partnership | BROOKLYN, NY | $2.0B Mar 2026 | +$263.6M+15.5% | -$1.1B-35.2% | -$294.6M-13.1% | +$1.8B+1239.2% | +1 employees+3.4% over 3Y | +4 accounts+50.0% over 3Y |
| 3. Maridea Wealth Management CRD 325523 · Limited Liability Company | BROOKLYN, NY | $958.7M Mar 2026 | +$933.5M+3707.0% | — | — | — | +39 employees+433.3% over 1Y | +4,802 accounts+4707.8% over 1Y |
| 4. Equinum, LLC CRD 304350 · Limited Liability Company | BROOKLYN, NY | $566.0M Apr 2026 | +$169.4M+42.7% | +$223.6M+65.3% | +$418.0M+282.4% | — | 0 employees+0.0% over 3Y | +393 accounts+374.3% over 3Y |
| 5. Brooklyn Fi, LLC CRD 292115 · Limited Liability Company | BROOKLYN, NY | $563.1M May 2026 | +$221.6M+64.9% | +$412.0M+272.7% | +$537.6M+2109.9% | +$537.6M+2109.9% | 0 employees+0.0% over 3Y | -537 accounts-59.0% over 3Y |
| 6. Square Wave Capital CRD 318517 · Limited Liability Company | BROOKLYN, NY | $428.8M Mar 2026 | +$324.1M+309.5% | +$390.4M+1015.1% | — | +$401.6M+1473.2% | +1 employees+33.3% over 3Y | +1 accounts+50.0% over 3Y |
| 7. Volt Investment Holdings LLC CRD 306923 · Limited Liability Company | BROOKLYN, NY | $383.5M Apr 2026 | -$284.1M-42.6% | -$335.8M-46.7% | — | -$468.9M-55.0% | 0 employees+0.0% over 3Y | -13 accounts-52.0% over 3Y |
| 8. General Equity Holdings LP CRD 287823 · Limited Partnership | BROOKLYN, NY | $310.4M Mar 2026 | +$149.4M+92.9% | +$32.7M+11.8% | +$56.7M+22.3% | +$66.1M+27.0% | -1 employees-25.0% over 3Y | 0 accounts+0.0% over 3Y |
| 9. Strobe Ventures CRD 334227 · Limited Partnership | BROOKLYN, NY | $245.2M May 2026 | +$9.9M+4.2% | — | — | +$9.9M+4.2% | +1 employees+33.3% over 1Y | +3 accounts+75.0% over 1Y |
| 10. Bandera Partners CRD 161230 · Limited Liability Company | BROOKLYN, NY | $244.1M Mar 2026 | -$119.6M-32.9% | -$94.3M-27.9% | +$34.1M+16.2% | +$42.1M+20.8% | 0 employees+0.0% over 3Y | +1 accounts+50.0% over 3Y |
| 11. Brewster Financial Planning LLC CRD 125291 · Limited Liability Company | BROOKLYN, NY | $239.7M Mar 2026 | +$63.8M+36.3% | +$63.3M+35.9% | +$113.0M+89.2% | +$203.4M+560.6% | -1 employees-25.0% over 3Y | +83 accounts+15.1% over 3Y |
| 12. Carry Advisors LLC CRD 323620 · Limited Liability Company | BROOKLYN, NY | $180.9M Mar 2026 | +$106.4M+142.8% | — | — | — | +1 employees+100.0% over 3Y | +7,552 accounts+546.9% over 1Y |
| 13. Walnut Investment Services LLC CRD 113666 · Limited Liability Company | BROOKLYN, NY | $94.0M Apr 2026 | +$10.0M+11.9% | — | — | +$30.4M+47.7% | 0 employees+0.0% over 1Y | +8 accounts+2.7% over 1Y |
| 14. Thinking Big Financial CRD 287476 · Corporation | BROOKLYN, NY | $93.0M Feb 2026 | +$32.9M+54.8% | +$42.9M+85.4% | — | +$55.2M+145.8% | 0 employees+0.0% over 3Y | +200 accounts+102.6% over 3Y |
| 15. Yearwood Young Advisors CRD 307719 · Limited Liability Company | BROOKLYN, NY | $87.1M Mar 2026 | +$11.0M+14.4% | — | — | +$38.1M+77.7% | 0 employees+0.0% over 1Y | +16 accounts+32.7% over 1Y |
| 16. Bleecker Street Capital Management, LLC CRD 332519 · Limited Liability Company | BROOKLYN, NY | $68.3M Mar 2026 | +$4.3M+6.7% | — | — | +$4.3M+6.7% | +3 employees+100.0% over 1Y | 0 accounts+0.0% over 1Y |
| 17. Boerum Hill Financial Advisors LLC CRD 288987 · Limited Liability Company | BROOKLYN, NY | $46.4M Jan 2026 | +$18.1M+63.7% | — | — | +$18.1M+63.7% | 0 employees+0.0% over 1Y | +62 accounts+50.4% over 1Y |
| 18. Lionshares LLC CRD 335459 · Limited Liability Company | BROOKLYN, NY | $6.0M Mar 2026 | — | — | — | +$225.3K+3.9% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 19. Meta Investment Management Company LLC CRD 312540 · Limited Liability Company | BROOKLYN, NY | $3.9M Mar 2026 | +$111.7K+3.0% | +$803.2K+26.2% | — | — | 0 employees+0.0% over 3Y | +1 accounts+16.7% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.