Research Report · 2026-06-30
Institutional Registered Investment Advisers in the East Coast
SEC-registered investment advisers in the East Coast ranked by reported institutional client assets.
Firms
3,543
Total AUM
$67.47T
Median AUM
$581.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | CAPFINANCIAL PARTNERS, LLC | RALEIGH | 175112 | $1.24T | 1,841 | 2026-05-31 | → |
| 2 | BLACKROCK FINANCIAL MANAGEMENT, INC | NEW YORK | 107105 | $1.60T | 7,987 | 2026-06-30 | → |
| 3 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | NEW YORK | 107738 | $2.65T | 2,059 | 2026-05-31 | → |
| 4 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | NEW YORK | 107038 | $3.52T | 3,194 | 2026-06-30 | → |
| 5 | PGIM, INC. | NEWARK | 105676 | $1.13T | 1,990 | 2026-04-30 | → |
| 6 | METLIFE INVESTMENT MANAGEMENT, LLC | WHIPPANY | 142463 | $563.78B | 956 | 2026-05-31 | → |
| 7 | WELLINGTON MANAGEMENT COMPANY LLP | BOSTON | 106595 | $1.43T | 1,868 | 2026-03-31 | → |
| 8 | APOLLO CAPITAL MANAGEMENT, L.P. | NEW YORK | 143161 | $718.48B | 3,564 | 2026-05-31 | → |
| 9 | NYL INVESTORS LLC | NEW YORK | 169553 | $329.20B | 301 | 2026-03-31 | → |
| 10 | BARINGS LLC | CHARLOTTE | 106006 | $392.75B | 1,101 | 2026-05-31 | → |
| 11 | BLACKROCK INVESTMENT MANAGEMENT, LLC | PRINCETON | 108928 | $676.69B | 1,589 | 2026-06-30 | → |
| 12 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NEW YORK | 7691 | $1.78T | 32,960 | 2026-06-30 | → |
| 13 | CAMBRIDGE ASSOCIATES, LLC | BOSTON | 104942 | $326.70B | 1,116 | 2026-04-30 | → |
| 14 | STRATEGIC ADVISERS LLC | BOSTON | 104555 | $1.37T | 17,112 | 2026-03-31 | → |
| 15 | MERCER INVESTMENTS LLC | BOSTON | 133449 | $226.04B | 714 | 2026-03-31 | → |
| 16 | VOYA INVESTMENT MANAGEMENT CO. LLC | NEW YORK | 106494 | $274.95B | 859 | 2026-03-31 | → |
| 17 | T. ROWE PRICE ASSOCIATES, INC. | BALTIMORE | 105496 | $2.20T | 3,760 | 2026-03-31 | → |
| 18 | MORGAN STANLEY SMITH BARNEY LLC | PURCHASE | 149777 | $1.96T | 29,481 | 2026-06-30 | → |
| 19 | BLACKSTONE ISG-I ADVISORS L.L.C. | NEW YORK | 289202 | $183.53B | 114 | 2026-03-31 | → |
| 20 | LOOMIS, SAYLES & COMPANY, L.P. | BOSTON | 105377 | $386.88B | 728 | 2026-03-31 | → |
| 21 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | NEW YORK | 137432 | $240.66B | 588 | 2026-03-31 | → |
| 22 | TEACHERS ADVISORS, LLC | NEW YORK | 107157 | $436.33B | 383 | 2026-03-31 | → |
| 23 | UBS FINANCIAL SERVICES INC. | WEEHAWKEN | 8174 | $915.79B | 12,524 | 2026-06-30 | → |
| 24 | INVESCO ADVISERS, INC. | ATLANTA | 105360 | $749.52B | 2,804 | 2026-06-30 | → |
| 25 | NEPC, LLC | BOSTON | 110562 | $152.72B | 379 | 2026-05-31 | → |
| 26 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | BOSTON | 108257 | $502.40B | 914 | 2026-05-31 | → |
| 27 | INSIGHT NORTH AMERICA LLC | NEW YORK | 145995 | $171.09B | 238 | 2026-06-30 | → |
| 28 | NUVEEN ALTERNATIVES ADVISORS LLC | NEW YORK | 160255 | $142.02B | 87 | 2026-04-30 | → |
| 29 | AFLAC ASSET MANAGEMENT LLC | NEW YORK | 304316 | $133.47B | 110 | 2026-03-31 | → |
| 30 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | JERSEY CITY | 150088 | $121.05B | 419 | 2026-06-30 | → |
| 31 | AQR CAPITAL MANAGEMENT, LLC | GREENWICH | 111883 | $311.70B | 728 | 2026-05-31 | → |
| 32 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | BOSTON | 288590 | $818.78B | 15,424 | 2025-03-31 | → |
| 33 | RHUMBLINE ADVISERS LTD PARTNERSHIP | BOSTON | 107151 | $136.48B | 32 | 2026-03-31 | → |
| 34 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | NEW YORK | 124687 | $398.65B | 1,542 | 2026-03-31 | → |
| 35 | ALLSPRING GLOBAL INVESTMENTS, LLC | CHARLOTTE | 104973 | $475.78B | 956 | 2026-05-31 | → |
| 36 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | NEW YORK | 104518 | $199.66B | 452 | 2026-05-31 | → |
| 37 | NEW ENGLAND ASSET MANAGEMENT, INC. | FARMINGTON | 105900 | $111.72B | 122 | 2026-03-31 | → |
| 38 | BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC | NEW YORK | 312792 | $107.29B | 1,421 | 2026-03-31 | → |
| 39 | CONNING, INC. | HARTFORD | 107423 | $106.90B | 270 | 2026-03-31 | → |
| 40 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | NEW YORK | 110353 | $702.25B | 670 | 2026-06-30 | → |
| 41 | UBS ASSET MANAGEMENT (AMERICAS) LLC | NEW YORK | 106838 | $588.22B | 574 | 2026-03-31 | → |
| 42 | HARTFORD INVESTMENT MANAGEMENT COMPANY | HARTFORD | 106699 | $123.58B | 322 | 2026-03-31 | → |
| 43 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | BOSTON | 111298 | $351.32B | 519 | 2026-04-30 | → |
| 44 | RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG | 705 | $500.96B | 16,780 | 2026-06-30 | → |
| 45 | MANAGED ACCOUNT ADVISORS LLC | JERSEY CITY | 142558 | $994.99B | 61 | 2026-06-30 | → |
| 46 | INCOME RESEARCH + MANAGEMENT | BOSTON | 104863 | $130.65B | 218 | 2026-03-31 | → |
| 47 | SYMETRA INVESTMENT MANAGEMENT COMPANY | FARMINGTON | 312176 | $88.78B | 101 | 2026-04-30 | → |
| 48 | FIAM LLC | SMITHFIELD | 133196 | $347.73B | 196 | 2026-03-31 | → |
| 49 | SANDERS CAPITAL, LLC | WEST PALM BEACH | 151480 | $122.18B | 26 | 2026-03-31 | → |
| 50 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | NEW YORK | 175101 | $82.00B | 72 | 2026-03-31 | → |
| 51 | LAZARD ASSET MANAGEMENT LLC | NEW YORK | 122836 | $120.52B | 532 | 2026-03-31 | → |
| 52 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | WELLESLEY HILLS | 109684 | $76.41B | 207 | 2026-03-31 | → |
| 53 | TIAA-CREF TUITION FINANCING, INC. | NEW YORK | 108580 | $70.51B | 65 | 2026-06-30 | → |
| 54 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | NEW YORK | 120934 | $70.45B | 677 | 2026-03-31 | → |
| 55 | MACKAY SHIELDS LLC | NEW YORK | 107717 | $159.52B | 206 | 2026-04-30 | → |
| 56 | STERLING CAPITAL MANAGEMENT LLC | CHARLOTTE | 135405 | $69.23B | 186 | 2026-03-31 | → |
| 57 | MFS INSTITUTIONAL ADVISORS INC. | BOSTON | 107144 | $113.59B | 1,311 | 2026-03-31 | → |
| 58 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | NEW YORK | 142219 | $139.88B | 15 | 2026-06-30 | → |
| 59 | ACADIAN ASSET MANAGEMENT LLC | BOSTON | 106609 | $177.46B | 375 | 2026-05-31 | → |
| 60 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | NEW YORK | 156244 | $82.99B | 99 | 2026-03-31 | → |
| 61 | JENNISON ASSOCIATES LLC | NEW YORK | 107959 | $214.84B | 360 | 2026-03-31 | → |
| 62 | LGT CAPITAL PARTNERS (USA) INC. | NEW YORK | 160437 | $59.78B | 78 | 2026-04-30 | → |
| 63 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | BOSTON | 108281 | $5.69T | 1,427 | 2026-03-31 | → |
| 64 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | NEW YORK | 144533 | $399.90B | 2,593 | 2026-06-30 | → |
| 65 | USI ADVISORS, INC. | GLASTONBURY | 108113 | $56.28B | 79 | 2026-03-31 | → |
| 66 | APG ASSET MANAGEMENT US, INC | NEW YORK | 160795 | $141.33B | 183 | 2026-03-31 | → |
| 67 | PINEBRIDGE INVESTMENTS LLC | NEW YORK | 285211 | $76.73B | 239 | 2026-05-31 | → |
| 68 | CLEARBRIDGE INVESTMENTS, LLC | NEW YORK | 137028 | $184.81B | 210 | 2026-01-31 | → |
| 69 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | NEW YORK | 152294 | $51.63B | 711 | 2026-03-31 | → |
| 70 | PNC CAPITAL ADVISORS LLC | BALTIMORE | 151829 | $50.88B | 258 | 2026-03-31 | → |
| 71 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | NEW YORK | 110497 | $66.46B | 90 | 2026-06-30 | → |
| 72 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | NEW YORK | 146043 | $69.79B | 255 | 2026-03-31 | → |
| 73 | BUCK GLOBAL, LLC | NEW YORK | 108695 | $47.61B | 625 | 2025-03-31 | → |
| 74 | SEGAL ADVISORS, INC. | NEW YORK | 114687 | $50.15B | 112 | 2026-03-31 | → |
| 75 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | SAINT PETERSBURG | 149018 | $390.04B | 9,675 | 2026-06-30 | → |
| 76 | CONCORD ADVISORY GROUP LTD | PRINCETON | 107291 | $46.19B | 34 | 2026-03-31 | → |
| 77 | AXA INVESTMENT MANAGERS US INC | STAMFORD | 113608 | $79.24B | 167 | 2026-03-31 | → |
| 78 | CERITY PARTNERS LLC | NEW YORK | 151559 | $161.68B | 1,529 | 2026-06-30 | → |
| 79 | CENTERBRIDGE PARTNERS, L.P. | NEW YORK | 157359 | $79.86B | 280 | 2026-06-30 | → |
| 80 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | NEW YORK | 164198 | $40.25B | 193 | 2026-04-30 | → |
| 81 | MEAG NEW YORK CORPORATION | NEW YORK | 321962 | $44.87B | 46 | 2026-05-31 | → |
| 82 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | NEW YORK | 105820 | $150.40B | 254 | 2026-03-31 | → |
| 83 | VOYA INVESTMENT MANAGEMENT LLC | ATLANTA | 108934 | $38.77B | 859 | 2026-03-31 | → |
| 84 | HPS INVESTMENT PARTNERS, LLC | NEW YORK | 282125 | $175.72B | 826 | 2026-05-31 | → |
| 85 | VOYA RETIREMENT ADVISORS, LLC | WINDSOR | 3989 | $37.47B | 121 | 2026-03-31 | → |
| 86 | NUMERIC INVESTORS LLC | BOSTON | 131684 | $94.40B | 54 | 2026-04-30 | → |
| 87 | J.P. MORGAN SECURITIES LLC | NEW YORK | 79 | $429.69B | 8,703 | 2026-06-30 | → |
| 88 | BROWN ADVISORY LLC | BALTIMORE | 110181 | $124.31B | 782 | 2026-03-31 | → |
| 89 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | BOSTON | 106435 | $228.04B | 267 | 2026-03-31 | → |
| 90 | LPL FINANCIAL LLC | FORT MILL | 6413 | $819.12B | 41,879 | 2026-06-30 | → |
| 91 | GOLDMAN SACHS & CO. LLC | NEW YORK | 361 | $133.64B | 2,268 | 2026-06-30 | → |
| 92 | 55I, LLC | BOSTON | 286620 | $36.74B | 86 | 2026-06-30 | → |
| 93 | PANAGORA ASSET MANAGEMENT INC | BOSTON | 105201 | $44.13B | 110 | 2026-03-31 | → |
| 94 | STRATEGIC INVESTMENT MANAGEMENT, LLC | ARLINGTON | 104862 | $35.51B | 94 | 2026-03-31 | → |
| 95 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | BOSTON | 106220 | $80.97B | 365 | 2026-05-31 | → |
| 96 | RBC CAPITAL MARKETS, LLC | NEW YORK | 31194 | $310.43B | 8,781 | 2026-06-30 | → |
| 97 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 311296 | $29.35B | 36 | 2026-03-31 | → |
| 98 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | NEW YORK | 338189 | $57.43B | 51 | 2026-04-30 | → |
| 99 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | NEW HAVEN | 174129 | $30.51B | 249 | 2026-03-31 | → |
| 100 | SMARTX ADVISORY SOLUTIONS LLC | WEST PALM BEACH | 297680 | $26.99B | 96 | 2026-03-31 | → |
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