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 | |
|---|---|---|---|---|---|---|---|
| 1001 | CIC, LLC | MARCO ISLAND | 311969 | $299.8M | 2 | 2026-04-30 | → |
| 1002 | APERTURE INVESTORS, LLC | NEW YORK | 295468 | $6.06B | 78 | 2026-03-31 | → |
| 1003 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | NEW YORK | 150529 | $1.17B | 20 | 2026-03-31 | → |
| 1004 | ATOMIC INVEST LLC | NEW YORK | 313255 | $319.5M | 21 | 2026-04-30 | → |
| 1005 | MASONRY CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 292664 | $370.5M | 3 | 2026-03-31 | → |
| 1006 | CRA FINANCIAL SERVICES, L.L.C. | NORTHFIELD | 124004 | $1.69B | 14 | 2026-05-31 | → |
| 1007 | WESTPORT CAPITAL PARTNERS LLC | DARIEN | 157493 | $8.92B | 34 | 2026-03-31 | → |
| 1008 | OAK HARBOR WEALTH PARTNERS, LLC | RALEIGH | 311528 | $729.9M | 8 | 2026-04-30 | → |
| 1009 | ALLEGIANT REAL ESTATE CAPITAL, LP | NEW YORK | 285525 | $326.0M | 2 | 2025-10-31 | → |
| 1010 | SLATESTONE WEALTH LLC | JUPITER | 286669 | $1.76B | 28 | 2026-06-30 | → |
| 1011 | VERDENCE CAPITAL ADVISORS, LLC | HUNT VALLEY | 288512 | $4.63B | 52 | 2026-05-31 | → |
| 1012 | OVERBROOK MANAGEMENT CORPORATION | NEW YORK | 117884 | $1.12B | 17 | 2026-04-30 | → |
| 1013 | PURSELL MANAGEMENT CO. LLC | PEACHTREE CORNERS | 302011 | $354.0M | 4 | 2026-03-31 | → |
| 1014 | MSD PARTNERS, L.P. | NEW YORK | 161664 | $21.30B | 498 | 2026-05-31 | → |
| 1015 | J. SAFRA ASSET MANAGEMENT CORPORATION | NEW YORK CITY | 131243 | $6.26B | 22 | 2026-03-31 | → |
| 1016 | SAGEWOOD ASSET MANAGEMENT LP | NEW YORK | 281548 | $2.70B | 7 | 2026-03-31 | → |
| 1017 | MORAN WEALTH MANAGEMENT, LLC | NAPLES | 319208 | $5.10B | 56 | 2026-06-30 | → |
| 1018 | BAYARD ASSET MANAGEMENT LLC | PRINCETON | 177515 | $397.3M | 4 | 2026-03-31 | → |
| 1019 | TACTIVE ADVISORS, LLC | SARASOTA | 309311 | $619.0M | 15 | 2026-06-30 | → |
| 1020 | MARATHON CAPITAL MANAGEMENT LLC | HUNT VALLEY | 119416 | $790.1M | 7 | 2026-02-28 | → |
| 1021 | VALOR ADVISORS LLC | MIAMI | 171358 | $4.01B | 16 | 2026-06-30 | → |
| 1022 | TAURUS ASSET MANAGEMENT, LLC | NEW YORK | 130930 | $1.40B | 8 | 2025-03-31 | → |
| 1023 | INDEPENDENT INVESTORS INC | NESCONSET | 105677 | $571.9M | 6 | 2026-03-31 | → |
| 1024 | EQUINUM, LLC | BROOKLYN | 304350 | $566.0M | 5 | 2026-04-30 | → |
| 1025 | DELTA CAPITAL MANAGEMENT, LLC | MAITLAND | 128350 | $277.4M | 9 | 2026-03-31 | → |
| 1026 | CADARET, GRANT & CO., INC. | SYRACUSE | 10641 | $7.67B | 692 | 2025-07-31 | → |
| 1027 | MOORS & CABOT, INC. | BOSTON | 594 | $3.44B | 121 | 2025-09-30 | → |
| 1028 | KLOSTERS CAPITAL LLC | MIAMI | 285582 | $495.6M | 7 | 2026-03-31 | → |
| 1029 | NAPLES ASSET MANAGEMENT CO., LLC | MOORESVILLE | 133978 | $404.3M | 11 | 2026-06-30 | → |
| 1030 | MAYTECH GLOBAL INVESTMENTS, LLC | NEW YORK | 285985 | $895.1M | 12 | 2026-03-31 | → |
| 1031 | FREEDOM INVESTMENT MANAGEMENT, INC. | SOUTH WINDSOR | 126052 | $568.7M | 9 | 2026-02-28 | → |
| 1032 | 325 CAPITAL LLC | NEW YORK | 310762 | $337.8M | 7 | 2026-03-31 | → |
| 1033 | CROSSINGBRIDGE ADVISORS, LLC | PLEASANTVILLE | 286594 | $4.18B | 16 | 2026-06-30 | → |
| 1034 | BAYPOINTE PARTNERS, LLC | STAMFORD | 331273 | $270.5M | 4 | 2026-03-31 | → |
| 1035 | BIRCH HILL INVESTMENT ADVISORS LLC | BOSTON | 143750 | $2.95B | 19 | 2026-02-28 | → |
| 1036 | COLONIAL TRUST ADVISORS, INC. | SPARTANBURG | 110257 | $1.85B | 28 | 2026-06-30 | → |
| 1037 | RETIREMENT PLANOLOGY, INC. | ALEXANDRIA | 171302 | $265.9M | 3 | 2026-03-31 | → |
| 1038 | SEABRIDGE INVESTMENT ADVISORS LLC | SUMMIT | 108681 | $771.2M | 12 | 2026-06-30 | → |
| 1039 | LANDSCAPE CAPITAL MANAGEMENT LLC | ENGLEWOOD | 165336 | $3.03B | 10 | 2026-03-31 | → |
| 1040 | IH2 ADVISORS & COMPANY | WILMINGTON | 325788 | $265.3M | 3 | 2026-04-30 | → |
| 1041 | TREVILLE CAPITAL MANAGEMENT LLC | NEW YORK | 290314 | $1.89B | 31 | 2026-03-31 | → |
| 1042 | MATRIX ASSET ADVISORS INC | WHITE PLAINS | 107408 | $1.40B | 12 | 2026-03-31 | → |
| 1043 | EXCEL WEALTH MANAGEMENT, LLC | MANCHESTER | 299602 | $310.5M | 9 | 2026-03-31 | → |
| 1044 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | SPRINGFIELD | 155186 | $3.79B | 42 | 2026-03-31 | → |
| 1045 | HUDSON CANYON CAPITAL MANAGEMENT, LLC | NEW YORK | 286437 | $263.9M | 1 | 2026-03-31 | → |
| 1046 | MILLBANK DARTMOOR PORTSMOUTH LLC | ASHEVILLE | 311046 | $263.2M | 3 | 2026-03-31 | → |
| 1047 | ALPHASTAR CAPITAL MANAGEMENT, LLC | CORNELIUS | 157423 | $2.50B | 150 | 2026-05-31 | → |
| 1048 | CARDINAL CAPITAL MANAGEMENT INC | RALEIGH | 108076 | $1.03B | 4 | 2026-02-28 | → |
| 1049 | NOVAPOINT CAPITAL LLC | ATLANTA | 173663 | $536.2M | 6 | 2026-03-31 | → |
| 1050 | VICTORIA CAPITAL MANAGEMENT, INC. | CHARLESTON | 107665 | $305.5M | 3 | 2026-03-31 | → |
| 1051 | KETTLE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 163722 | $615.5M | 8 | 2026-03-31 | → |
| 1052 | REAGAN COMPANIES ASSET MANAGEMENT, INC | SYRACUSE | 161648 | $1.16B | 9 | 2026-06-30 | → |
| 1053 | MIDATLANTIC CAPITAL MANAGEMENT, INC. | RICHMOND | 116524 | $477.0M | 2 | 2026-02-28 | → |
| 1054 | MORGAN CREEK CAPITAL MANAGEMENT, LLC | CHAPEL HILL | 138401 | $1.79B | 29 | 2026-03-31 | → |
| 1055 | LINGOTTO US LLC | NEW YORK | 328113 | $1.97B | 17 | 2026-04-30 | → |
| 1056 | TREMBLANT CAPITAL LP | WEST PALM BEACH | 138743 | $744.6M | 19 | 2026-03-31 | → |
| 1057 | QUANTUM PORTFOLIO MANAGEMENT, LLC | NEW YORK | 326280 | $339.6M | 7 | 2026-04-30 | → |
| 1058 | RIVERWEST INVESTMENT MANAGEMENT, LLC | NEW YORK | 339697 | $254.1M | 3 | 2026-05-31 | → |
| 1059 | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | MARLTON | 173995 | $2.67B | 37 | 2026-03-31 | → |
| 1060 | COMPOUND PLANNING, INC. | NEW YORK | 171787 | $4.85B | 119 | 2026-03-31 | → |
| 1061 | STAR MOUNTAIN FUND MANAGEMENT, LLC | NEW YORK | 164728 | $4.18B | 121 | 2026-03-31 | → |
| 1062 | GREENBUSH FINANCIAL GROUP, LLC | ALBANY | 125500 | $616.5M | 6 | 2026-01-31 | → |
| 1063 | WENDELL DAVID ASSOCIATES INC | PORTSMOUTH | 106664 | $1.33B | 5 | 2026-03-31 | → |
| 1064 | THE HOERNER PLANNING GROUP, LLC | MIDDLEBURG | 139464 | $1.65B | 8 | 2026-03-31 | → |
| 1065 | AJOVISTA, LLC | BOSTON | 314924 | $269.0M | 13 | 2026-03-31 | → |
| 1066 | MOODY, LYNN, LIEBERSON & WALKER, LLC | BOSTON | 283549 | $2.41B | 14 | 2026-03-31 | → |
| 1067 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | NEW YORK | 156290 | $1.25B | 12 | 2026-04-30 | → |
| 1068 | HEALTHCARE ROYALTY MANAGEMENT, LLC | STAMFORD | 169355 | $3.78B | 23 | 2026-04-30 | → |
| 1069 | FRANKLIN MANAGED OPTIONS STRATEGIES, LLC | STAMFORD | 325732 | $972.5M | 12 | 2025-12-31 | → |
| 1070 | QUARTZ PARTNERS, LLC | SARATOGA SPRINGS | 174327 | $611.9M | 26 | 2026-06-30 | → |
| 1071 | TC43 LLC | NEW YORK | 329373 | $290.1M | 11 | 2025-06-30 | → |
| 1072 | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | TOWSON | 104684 | $249.1M | 11 | 2026-03-31 | → |
| 1073 | SKYE GLOBAL MANAGEMENT LP | WEST PALM BEACH | 283493 | $5.21B | 7 | 2026-03-31 | → |
| 1074 | THIRD NORTH CAPITAL LP | NEW YORK | 285348 | $432.2M | 5 | 2026-03-31 | → |
| 1075 | DECATUR CAPITAL MANAGEMENT, INC. | DECATUR | 120679 | $253.7M | 6 | 2026-03-31 | → |
| 1076 | INNOVA ADVISORS LLC | CORAL GABLES | 318958 | $264.8M | 4 | 2026-05-31 | → |
| 1077 | FAMILYWEALTH ADVISERS LLC | LAKE MARY | 289193 | $394.6M | 13 | 2026-03-31 | → |
| 1078 | XP ADVISORY US, INC. | MIAMI | 173779 | $792.3M | 34 | 2026-04-30 | → |
| 1079 | BLACK TORO LLC | MIAMI | 315289 | $345.1M | 15 | 2026-03-31 | → |
| 1080 | JULEX CAPITAL MANAGEMENT, LLC | NATICK | 166053 | $246.7M | 3 | 2026-02-28 | → |
| 1081 | GABLES CAPITAL MANAGEMENT INC | MIAMI | 109608 | $438.8M | 8 | 2026-03-31 | → |
| 1082 | BCI SECURITIES, INC. | MIAMI | 168047 | $402.2M | 74 | 2026-03-31 | → |
| 1083 | METEORA CAPITAL, LLC | BOCA RATON | 313378 | $1.54B | 16 | 2026-03-31 | → |
| 1084 | GREYBULL PARTNERS LLC | ATLANTA | 128390 | $241.0M | 20 | 2026-06-30 | → |
| 1085 | MARK ASSET MANAGEMENT LP | NEW YORK | 105691 | $1.14B | 9 | 2026-04-30 | → |
| 1086 | POWER FINANCIAL PARTNERS, LLC | TAMPA | 324253 | $329.1M | 4 | 2026-02-28 | → |
| 1087 | EVEREST CONSULTANTS, LLC | SYRACUSE | 128474 | $633.1M | 5 | 2025-03-31 | → |
| 1088 | CWA ASSET MANAGEMENT GROUP, LLC | NAPLES | 158940 | $4.51B | 67 | 2026-04-30 | → |
| 1089 | FORA CAPITAL, LLC | MIAMI | 295393 | $1.67B | 8 | 2026-03-31 | → |
| 1090 | HOBBS GROUP ADVISORS LLC | COLUMBIA | 157274 | $584.4M | 8 | 2026-03-31 | → |
| 1091 | COLBERT INVESTMENT MANAGEMENT CO | MIAMI | 108642 | $295.8M | 3 | 2026-03-31 | → |
| 1092 | WATER ASSET MANAGEMENT, LLC | NEW YORK | 151508 | $780.9M | 16 | 2026-05-31 | → |
| 1093 | DOUGLAS CAPITAL MANAGEMENT INC | JACKSONVILLE | 106262 | $295.2M | 4 | 2026-03-31 | → |
| 1094 | JUNO FINANCIAL GROUP LLC | RICHMOND | 336362 | $541.9M | 8 | 2026-02-28 | → |
| 1095 | SAGE MOUNTAIN ADVISORS, LLC | ATLANTA | 298593 | $4.29B | 31 | 2026-03-31 | → |
| 1096 | CLEAR BROOK ADVISORS, INC. | BOSTON | 132045 | $817.8M | 6 | 2026-03-31 | → |
| 1097 | WINDMARK INVESTMENT PARTNERS, INC. | WILMINGTON | 131880 | $233.3M | 14 | 2026-03-31 | → |
| 1098 | MILESTONE INVESTMENTS, INC. | CHARLOTTE | 47090 | $277.3M | 2 | 2026-02-28 | → |
| 1099 | ARCHPOINT INVESTORS LLC | CORAL GABLES | 151807 | $4.13B | 11 | 2026-03-31 | → |
| 1100 | ATLAS FIDUCIARY SERVICES, INC. | CONCORD | 321271 | $269.3M | 6 | 2026-02-28 | → |
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