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Largest RIA Firms in Purchase, New York by AUM
Explore registered investment advisers headquartered in Purchase, New York, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 15 firms with $2.0T in total reported AUM and median AUM of $669.6M.
Firms
15
Matching current profiles
Total AUM
$2.0T
Reported regulatory AUM
Median AUM
$669.6M
Across firms with AUM
Largest firm
$2.0T
Morgan Stanley
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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. Morgan Stanley CRD 149777 · Limited Liability Company | PURCHASE, NY | $2.0T Oct 2026 | +$311.9B+18.9% | +$776.8B+65.6% | +$885.9B+82.3% | +$1.6T+393.4% | +1,481 employees+5.3% over 3Y | +470,532 accounts+21.1% over 3Y |
| 2. Greenhaven Associates INC CRD 104729 · Corporation | PURCHASE, NY | $11.7B Feb 2026 | +$746.4M+6.8% | +$4.4B+60.9% | +$4.4B+59.9% | +$8.4B+263.0% | 0 employees+0.0% over 3Y | -4 accounts-1.7% over 3Y |
| 3. Consulting Group Advisory Services LLC CRD 137463 · Limited Liability Company | PURCHASE, NY | $9.8B Mar 2026 | +$2.7B+38.0% | +$2.9B+42.5% | +$2.9B+42.5% | +$3.7B+59.2% | +7 employees+70.0% over 3Y | +1 accounts+9.1% over 3Y |
| 4. Greywolf Capital Management LP CRD 138715 · Limited Partnership | PURCHASE, NY | $3.1B Mar 2026 | -$395.7M-11.4% | -$941.4M-23.4% | -$801.6M-20.6% | +$584.9M+23.4% | -1 employees-3.1% over 3Y | -12 accounts-20.0% over 3Y |
| 5. Twinbeech Capital LP CRD 298583 · Limited Partnership | PURCHASE, NY | $2.5B Mar 2026 | -$9.4B-78.9% | -$2.2B-46.2% | +$1.3B+105.3% | +$1.8B+234.6% | 0 employees+0.0% over 3Y | -1 accounts-25.0% over 3Y |
| 6. Seacrest Wealth Management, LLC CRD 147092 · Limited Liability Company | PURCHASE, NY | $1.5B Aug 2026 | -$27.7M-1.8% | +$418.7M+37.6% | +$304.4M+24.8% | +$1.3B+630.2% | -4 employees-7.8% over 3Y | -708 accounts-17.2% over 3Y |
| 7. Foresight Global Investors, INC. CRD 281818 · Corporation | PURCHASE, NY | $955.2M Mar 2026 | -$2.0M-0.2% | +$281.6M+41.8% | +$345.6M+56.7% | — | -1 employees-14.3% over 3Y | -7 accounts-29.2% over 3Y |
| 8. Alpine Saxon Woods CRD 109686 · Limited Liability Company | PURCHASE, NY | $669.6M Mar 2026 | -$49.0M-6.8% | -$330.6M-33.1% | -$194.0M-22.5% | +$84.4M+14.4% | -5 employees-29.4% over 3Y | +10 accounts+6.6% over 3Y |
| 9. Bracco Asset Management CRD 326536 · Limited Partnership | PURCHASE, NY | $446.0M Mar 2026 | +$90.8M+25.6% | — | — | +$202.8M+83.3% | 0 employees+0.0% over 1Y | +1 accounts+33.3% over 1Y |
| 10. One Oak Capital Management, LLC CRD 170339 · Limited Liability Company | PURCHASE, NY | $418.5M Mar 2026 | -$28.5M-6.4% | +$87.8M+26.6% | -$19.1M-4.4% | — | 0 employees+0.0% over 3Y | +221 accounts+135.6% over 3Y |
| 11. Alpine Woods Capital Investors, LLC CRD 112496 · Limited Liability Company | PURCHASE, NY | $180.6M Apr 2026 | -$183.5M-50.4% | -$180.3M-50.0% | -$294.4M-62.0% | -$5.0B-96.5% | -3 employees-20.0% over 3Y | +1 accounts+33.3% over 3Y |
| 12. Seacrest Investment Management, LLC CRD 143670 · Limited Liability Company | PURCHASE, NY | $110.9M Feb 2026 | +$6.1M+5.8% | -$10.8M-8.9% | -$47.0M-29.8% | -$19.9M-15.2% | -1 employees-25.0% over 3Y | -43 accounts-38.1% over 3Y |
| 13. Main Street Financial CRD 118130 · Limited Liability Company | PURCHASE, NY | $71.1M Feb 2026 | +$9.8M+15.9% | +$11.6M+19.4% | +$21.9M+44.4% | +$37.1M+109.2% | 0 employees+0.0% over 3Y | -3 accounts-1.1% over 3Y |
| 14. Now Asset Management LLC CRD 341388 · Limited Liability Company | PURCHASE, NY | $39.8M Aug 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 15. Viridian Capital CRD 337301 · Limited Liability Company | PURCHASE, NY | $33.2M Mar 2026 | — | — | — | $0+0.0% | +1 employees+20.0% over Total | 0 accounts+0.0% over Total |
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 sufficient historical filing data is unavailable for the lookback period.