Rialytix insights

Top RIA Firms in Harrison, New York

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Harrison, New York. This hub covers 6 matching firms with $3.0B in total reported AUM and median AUM of $428.1M.

Firms

Matching current profiles

Total AUM

$3.0B

Reported regulatory AUM

Median AUM

$428.1M

Across firms with AUM

Largest firm

$1.4B

Next Level Private LLC

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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. Next Level Private LLC CRD 313247 · Limited Liability Company	HARRISON, NY	$1.4B Mar 2026	+$315.2M+29.9%	+$694.8M+102.9%	—	—	+6 employees+60.0% over 3Y	+1,176 accounts+77.5% over 3Y
2. Freshford Capital Management, LLC CRD 158448 · Limited Liability Company	HARRISON, NY	$581.8M Mar 2026	-$182.0M-23.8%	-$377.0M-39.3%	-$340.6M-36.9%	-$367.0M-38.7%	-3 employees-27.3% over 3Y	-1 accounts-25.0% over 3Y
3. Welch Capital Partners LLC CRD 106721 · Limited Liability Company	HARRISON, NY	$506.2M Apr 2026	+$25.3M+5.3%	+$166.9M+49.2%	+$137.5M+37.3%	+$164.9M+48.3%	+1 employees+33.3% over 3Y	+2 accounts+4.7% over 3Y
4. Sykon Capital LLC CRD 326728 · Limited Liability Company	HARRISON, NY	$350.1M Apr 2026	+$19.6M+5.9%	—	—	—	+2 employees+33.3% over 1Y	-44 accounts-6.2% over 1Y
5. Lightedway Advisory Services, INC. CRD 312712 · Corporation	HARRISON, NY	$115.0M Feb 2026	+$38.0M+49.4%	+$45.0M+64.3%	—	—	0 employees+0.0% over 3Y	+53 accounts+24.5% over 3Y
6. Bespoke Investment Group, LLC CRD 144080 · Limited Liability Company	HARRISON, NY	$101.3M Mar 2026	+$50.1M+97.8%	+$46.9M+86.3%	+$57.0M+128.5%	+$57.2M+129.6%	+1 employees+20.0% over 3Y	+40 accounts+50.6% 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.