Adviser Record

Investment advisers in Brooklyn, NY

25 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NY

FirmAssetsEmployeesDisclosures
Left Lane Capital$3.84 billion350
Kora Management LP$1.96 billion300
Maridea Wealth Management$958.7 million480
Equinum, LLC$566.0 million50
Brooklyn Fi, LLC$563.1 million100
Square Wave Capital$428.8 million40
Breyta Capital Partners$377.6 million40
General Equity Holdings LP$310.4 million30
Strobe Ventures$245.2 million40
Bandera Partners$244.1 million60
Brewster Financial Planning LLC$239.7 million30
Carry Advisors LLC$180.9 million20
Minko Wealth$119.1 million30
Walnut Investment Services LLC$94.0 million20
Thinking Big Financial$93.0 million20
Yearwood Young Advisors$87.1 million20
Bleecker Street Capital Management, LLC$68.3 million60
Boerum Hill Financial Advisors LLC$46.4 million10
Lionshares LLC$6.0 million10
Meta Investment Management Company LLC$3.9 million10
Autonomous Wealth Management LLC$45,58010
Wealthie Advisors$27,32220
Raijin Ai$020
Aldebaran Capital$010
Schonfeld Wealth Management, LLC$020