Rialytix insights

Top RIA Firms in New York City, New York

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in New York City, New York. This hub covers 11 matching firms with $39.6B in total reported AUM and median AUM of $1.4B.

Firms

Matching current profiles

Total AUM

$39.6B

Reported regulatory AUM

Median AUM

$1.4B

Across firms with AUM

Largest firm

$20.2B

Rokos Capital Management (us) LP

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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. Rokos Capital Management (us) LP CRD 306046 · Limited Partnership	NEW YORK CITY, NY	$20.2B Mar 2026	-$688.9M-3.3%	+$6.1B+42.9%	+$19.0B+1591.1%	+$17.3B+605.7%	+22 employees+75.9% over 3Y	+1 accounts+25.0% over 3Y
2. J. Safra Asset Management Corporation CRD 131243 · Corporation	NEW YORK CITY, NY	$6.3B Mar 2026	+$1.7B+36.0%	+$2.7B+75.7%	+$3.7B+141.8%	+$5.9B+1517.1%	+8 employees+57.1% over 3Y	+631 accounts+22.5% over 3Y
3. Vise Ai Advisors CRD 301761 · Limited Liability Company	NEW YORK CITY, NY	$6.0B Mar 2026	+$3.9B+177.1%	+$5.5B+1151.8%	+$5.9B+4078.3%	—	+1 employees+2.3% over 3Y	+7,320 accounts+217.1% over 3Y
4. Qsemble Capital Management, LP CRD 290920 · Limited Partnership	NEW YORK CITY, NY	$2.0B Apr 2026	+$737.6M+60.6%	+$1.6B+477.1%	+$980.1M+100.6%	+$2.0B+1954705410.0%	-2 employees-16.7% over 3Y	+1 accounts+33.3% over 3Y
5. Avenue Asia Capital Management, L.p. CRD 113246 · Limited Partnership	NEW YORK CITY, NY	$1.9B May 2026	+$92.6M+5.1%	+$524.5M+38.3%	+$1.0B+116.8%	+$103.0M+5.8%	-3 employees-1.6% over 3Y	+3 accounts+27.3% over 3Y
6. Sagard Holdings Manager (us) LLC CRD 322374 · Limited Liability Company	NEW YORK CITY, NY	$1.4B Mar 2026	+$870.2M+161.0%	+$1.2B+487.3%	—	+$1.1B+348.6%	-32 employees-43.8% over 3Y	+8 accounts+200.0% over 3Y
7. J. Stern & CO., LLC CRD 326509 · Limited Liability Company	NEW YORK CITY, NY	$608.6M Mar 2026	+$232.4M+61.8%	—	—	+$583.6M+2334.6%	0 employees+0.0% over 1Y	0 accounts+0.0% over 1Y
8. Valueworks, LLC CRD 116850 · Limited Liability Company	NEW YORK CITY, NY	$577.3M Apr 2026	+$265.3M+85.0%	+$321.3M+125.5%	+$382.2M+195.9%	+$402.3M+229.9%	+1 employees+20.0% over 3Y	-25 accounts-22.7% over 3Y
9. Parkview US LLC CRD 160172 · Limited Liability Company	NEW YORK CITY, NY	$312.3M Feb 2026	+$1.9M+0.6%	+$28.3M+10.0%	+$72.6M+30.3%	—	+1 employees+25.0% over 3Y	+3 accounts+18.8% over 3Y
10. Empery Asset Management, LP CRD 148180 · Limited Partnership	NEW YORK CITY, NY	$262.5M Mar 2026	+$91.7M+53.7%	+$67.3M+34.5%	—	-$308.6M-54.0%	0 employees+0.0% over 3Y	0 accounts+0.0% over 3Y
11. Aigen Investment Management, LP CRD 297391 · Limited Partnership	NEW YORK CITY, NY	$110.3M Mar 2026	-$48.2M-30.4%	-$847.6M-88.5%	-$779.0M-87.6%	—	+1 employees+12.5% over 3Y	0 accounts+0.0% 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.