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Fastest Growing RIAs
in New York

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Graypoint LLC
Albany, 
NY
3 Year Grow Rate:
1,087%
AUM (MM):
$2,004

#

Great Hill Advisory
Port Washington, 
NY
3 Year Grow Rate:
1,000%
AUM (MM):
$110

#

Axia Asset Management, LLC
Hastings on Hudson, 
NY
3 Year Grow Rate:
399%
AUM (MM):
$50

#

Matrix Private Capital Group
New York, 
NY
3 Year Grow Rate:
311%
AUM (MM):
$449

#

Brixton Capital Wealth Advisors, LLC
Garden City, 
NY
3 Year Grow Rate:
302%
AUM (MM):
$109

#

GM Advisory Group, Inc.
Melville, 
NY
3 Year Grow Rate:
207%
AUM (MM):
$2,108

#

United Financial Planning Group LLC
Hauppauge, 
NY
3 Year Grow Rate:
198%
AUM (MM):
$104

#

Cherrydale Wealth Management, LLC
New Rochelle, 
NY
3 Year Grow Rate:
196%
AUM (MM):
$111

#

Stewart Asset Management, LLC
New York, 
NY
3 Year Grow Rate:
190%
AUM (MM):
$134

#

AJ Wealth
New York, 
NY
3 Year Grow Rate:
176%
AUM (MM):
$1,483

#

M.A. Whelan Financial Planning
Peekskill, 
NY
3 Year Grow Rate:
158%
AUM (MM):
$33

#

BPC Advisors LLC
East Syracuse, 
NY
3 Year Grow Rate:
157%
AUM (MM):
$87

#

WealthUnite Advisors, LLC
New York, 
NY
3 Year Grow Rate:
140%
AUM (MM):
$34

#

WallStreeti.Com
New York, 
NY
3 Year Grow Rate:
128%
AUM (MM):
$47

#

Steward Partners Investment Advisory, LLC
New York, 
NY
3 Year Grow Rate:
126%
AUM (MM):
$7,348

#

Eagle Bay Advisors LLC
New York, 
NY
3 Year Grow Rate:
125%
AUM (MM):
$404

#

Flying Point Asset Management LLC
Chappaqua, 
NY
3 Year Grow Rate:
124%
AUM (MM):
$42

#

Greenline Partners
New York, 
NY
3 Year Grow Rate:
120%
AUM (MM):
$911

#

Two Point Capital Management, Inc.
Pittsford, 
NY
3 Year Grow Rate:
112%
AUM (MM):
$157

#

Tiedemann Advisors, LLC
New York, 
NY
3 Year Grow Rate:
111%
AUM (MM):
$17,319

#

Sophis Investments LLC
New York, 
NY
3 Year Grow Rate:
109%
AUM (MM):
$33

#

Brooklawn Capital Advisors
New York, 
NY
3 Year Grow Rate:
106%
AUM (MM):
$59

#

Dara Capital US, Inc.
New York, 
NY
3 Year Grow Rate:
100%
AUM (MM):
$303

#

Wealthstream Advisors, Inc.
New York, 
NY
3 Year Grow Rate:
100%
AUM (MM):
$745

#

The Doman Group, LLC
New York, 
NY
3 Year Grow Rate:
95%
AUM (MM):
$258

#

Stansberry Asset Management, LLC
New York, 
NY
3 Year Grow Rate:
94%
AUM (MM):
$422

#

LPS Financial LLC
Staten Island, 
NY
3 Year Grow Rate:
87%
AUM (MM):
$57

#

Blue Spark Capital Advisors
New York, 
NY
3 Year Grow Rate:
80%
AUM (MM):
$140

#

Francis Financial
New York, 
NY
3 Year Grow Rate:
78%
AUM (MM):
$307

#

Landau Arnold Laufer Wealth Management, LLC
Babylon, 
NY
3 Year Grow Rate:
73%
AUM (MM):
$59

#

Pivotal Planning Group, LLC
Melville, 
NY
3 Year Grow Rate:
67%
AUM (MM):
$308

#

Fifth Set Private Wealth Management LLC
Harrison, 
NY
3 Year Grow Rate:
67%
AUM (MM):
$57

#

IFC Personal Money Managers, Inc.
New York, 
NY
3 Year Grow Rate:
66%
AUM (MM):
$149

#

Golden Bay Advisors LLC
Chappaqua, 
NY
3 Year Grow Rate:
63%
AUM (MM):
$136

#

Hollow Brook Wealth Management LLC
Katonah, 
NY
3 Year Grow Rate:
63%
AUM (MM):
$935

#

NuVerse Advisors LLC
New York, 
NY
3 Year Grow Rate:
60%
AUM (MM):
$688

#

Security Asset Management, Inc.
New York, 
NY
3 Year Grow Rate:
55%
AUM (MM):
$234

#

C.J. Lawrence
New York, 
NY
3 Year Grow Rate:
54%
AUM (MM):
$493

#

Greystone Wealth Advisors LLC
Port Chester, 
NY
3 Year Grow Rate:
50%
AUM (MM):
$288

#

The Northstar Group, Inc.
New York, 
NY
3 Year Grow Rate:
49%
AUM (MM):
$504

#

Independent Family Office, LLC
Albany, 
NY
3 Year Grow Rate:
49%
AUM (MM):
$476

#

Tortoise Investment Management, LLC
West Harrison, 
NY
3 Year Grow Rate:
47%
AUM (MM):
$1,071

#

Kings Point Capital Management LLC
Great Neck, 
NY
3 Year Grow Rate:
46%
AUM (MM):
$1,073

#

Joel Isaacson & Co., LLC
New York, 
NY
3 Year Grow Rate:
46%
AUM (MM):
$4,793

#

Shikiar Asset Management Inc
New York, 
NY
3 Year Grow Rate:
45%
AUM (MM):
$485

#

Geller Advisors LLC
New York, 
NY
3 Year Grow Rate:
44%
AUM (MM):
$3,560

#

BBR Partners, LLC
New York, 
NY
3 Year Grow Rate:
43%
AUM (MM):
$17,887

#

Capital Counsel LLC
New York, 
NY
3 Year Grow Rate:
42%
AUM (MM):
$1,830

#

Klingman and Associates, LLC
New York, 
NY
3 Year Grow Rate:
41%
AUM (MM):
$2,125

#

Ashford Advisors, LLC
Pittsford, 
NY
3 Year Grow Rate:
40%
AUM (MM):
$542

#

Circle Advisers Inc
New York, 
NY
3 Year Grow Rate:
35%
AUM (MM):
$569

#

Reik & Co., LLC
New York, 
NY
3 Year Grow Rate:
33%
AUM (MM):
$394

#

Independent Investors Inc
Nesconset, 
NY
3 Year Grow Rate:
33%
AUM (MM):
$325

#

Satovsky Asset Management LLC
New York, 
NY
3 Year Grow Rate:
31%
AUM (MM):
$560

#

Frisch Financial Group, Inc.
Melville, 
NY
3 Year Grow Rate:
30%
AUM (MM):
$481

#

Griffin Asset Management, Inc.
New York, 
NY
3 Year Grow Rate:
28%
AUM (MM):
$822

#

Beekman Wealth Advisory, LLC
New York, 
NY
3 Year Grow Rate:
27%
AUM (MM):
$452

#

Granger Management LLC
New York, 
NY
3 Year Grow Rate:
26%
AUM (MM):
$773

#

YorkBridge Wealth Partners, LLC
New York, 
NY
3 Year Grow Rate:
24%
AUM (MM):
$887

#

Sanderson Wealth Management, LLC
Buffalo, 
NY
3 Year Grow Rate:
21%
AUM (MM):
$780

#

Chesapeake Asset Management LLC
New York, 
NY
3 Year Grow Rate:
20%
AUM (MM):
$865

#

Tishman Capital Partners
New York, 
NY
3 Year Grow Rate:
19%
AUM (MM):
$975

#

Edge Wealth Management, LLC
New York, 
NY
3 Year Grow Rate:
11%
AUM (MM):
$934

#

Overbrook Management Corporation
New York, 
NY
3 Year Grow Rate:
11%
AUM (MM):
$969
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