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Top RIA Firms in Purchase, New York
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Purchase, New York. This hub covers 15 matching 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 May 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 Mar 2026 | -$27.7M-1.8% | +$121.7M+8.6% | +$628.2M+69.4% | +$1.3B+630.2% | -6 employees-11.3% over 3Y | -565 accounts-14.2% 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. Olstein Capital Management, L.p. CRD 38474 · Limited Partnership | PURCHASE, NY | $564.1M Mar 2026 | -$84.8M-13.1% | -$226.2M-28.6% | -$246.0M-30.4% | +$24.2M+4.5% | -2 employees-15.4% over 3Y | 0 accounts+0.0% over 3Y |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. 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 |
| 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.