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 | |
|---|---|---|---|---|---|---|---|
| 101 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | TAMPA | 312284 | $27.28B | 50 | 2026-04-30 | → |
| 102 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | NEW YORK | 105455 | $48.44B | 123 | 2026-03-31 | → |
| 103 | PGIM MULTI-ASSET SOLUTIONS LLC | NEWARK | 136274 | $26.26B | 39 | 2025-03-31 | → |
| 104 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | NEW YORK | 134018 | $35.71B | 630 | 2026-03-31 | → |
| 105 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | NEW YORK | 105686 | $156.56B | 100 | 2026-06-30 | → |
| 106 | BLUE OWL INSURANCE ADVISORS LLC | NEW YORK | 331318 | $25.84B | 30 | 2026-03-31 | → |
| 107 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | BOSTON | 145508 | $48.31B | 730 | 2026-03-31 | → |
| 108 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | NEW YORK | 110411 | $37.56B | 50 | 2026-06-30 | → |
| 109 | III CAPITAL MANAGEMENT | BOCA RATON | 113539 | $88.24B | 9 | 2026-05-31 | → |
| 110 | BLACKROCK ADVISORS, LLC | NEW YORK | 106614 | $1.10T | 146 | 2026-05-31 | → |
| 111 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | NEW YORK | 292769 | $26.70B | 88 | 2026-05-31 | → |
| 112 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | BOSTON | 120663 | $50.51B | 190 | 2026-04-30 | → |
| 113 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | NEWARK | 106442 | $24.44B | 290 | 2026-03-31 | → |
| 114 | SHENKMAN CAPITAL MANAGEMENT, INC. | NEW YORK | 112192 | $35.08B | 146 | 2026-01-31 | → |
| 115 | ADP STRATEGIC PLAN SERVICES, LLC | ROSELAND | 286555 | $23.78B | 13 | 2026-06-30 | → |
| 116 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | BOSTON | 104945 | $23.44B | 51 | 2026-04-30 | → |
| 117 | CAPITAL ADVISORS GROUP, INC | BOSTON | 112000 | $23.03B | 33 | 2026-03-31 | → |
| 118 | BRIDGEWATER ASSOCIATES, LP | WESTPORT | 105129 | $150.16B | 1,135 | 2026-05-31 | → |
| 119 | MPC CAPITAL ADVISORS, LLC | ROCKVILLE CENTRE | 153586 | $22.57B | 9 | 2026-03-31 | → |
| 120 | PRUDENTIAL SELECT STRATEGIES LLC | NEWARK | 286153 | $22.78B | 64 | 2026-03-31 | → |
| 121 | EAGLE CAPITAL MANAGEMENT LLC | NEW YORK | 106422 | $35.80B | 45 | 2026-03-31 | → |
| 122 | EARNEST PARTNERS LLC | ATLANTA | 107926 | $42.61B | 47 | 2026-06-30 | → |
| 123 | AKSIA LLC | NEW YORK | 143422 | $35.20B | 177 | 2026-06-30 | → |
| 124 | PORTFOLIO ADVISORS LLC | DARIEN | 105981 | $47.84B | 164 | 2026-03-31 | → |
| 125 | CHURCHILL ASSET MANAGEMENT LLC | NEW YORK | 175092 | $55.66B | 206 | 2026-06-30 | → |
| 126 | PZENA INVESTMENT MANAGEMENT LLC | NEW YORK | 106847 | $81.44B | 164 | 2026-03-31 | → |
| 127 | GOLDENTREE ASSET MANAGEMENT LP | NEW YORK | 112753 | $70.14B | 320 | 2026-06-30 | → |
| 128 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | BOSTON | 124982 | $116.17B | 185 | 2026-06-30 | → |
| 129 | MARINER INVESTMENT GROUP, LLC | NEW YORK | 124744 | $149.62B | 146 | 2026-03-31 | → |
| 130 | GQG PARTNERS LLC | FORT LAUDERDALE | 283720 | $163.86B | 227 | 2026-03-31 | → |
| 131 | APOGEM CAPITAL LLC | NEW YORK | 309234 | $43.82B | 259 | 2026-05-31 | → |
| 132 | CIGNA INVESTMENTS, INC. | BLOOMFIELD | 105811 | $25.76B | 108 | 2026-03-31 | → |
| 133 | RECORD CURRENCY MANAGEMENT (US) INC | NEW YORK | 171338 | $19.66B | 3 | 2026-06-30 | → |
| 134 | DOUBLELINE CAPITAL LP | TAMPA | 152606 | $93.32B | 258 | 2026-03-31 | → |
| 135 | OAK HILL ADVISORS, L.P. | NEW YORK | 125352 | $100.72B | 435 | 2026-06-30 | → |
| 136 | JACOBS LEVY EQUITY MANAGEMENT INC | FLORHAM PARK | 107022 | $28.01B | 70 | 2026-04-30 | → |
| 137 | 1823 PARTNERS (US) LLC | MIAMI | 333927 | $18.53B | 52 | 2026-03-31 | → |
| 138 | EATON VANCE MANAGEMENT | BOSTON | 104859 | $97.02B | 219 | 2026-05-31 | → |
| 139 | BRECKINRIDGE CAPITAL ADVISORS INC | BOSTON | 107143 | $54.28B | 88 | 2026-03-31 | → |
| 140 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | NEW YORK | 297109 | $17.50B | 36 | 2026-03-31 | → |
| 141 | ROCKEFELLER FINANCIAL LLC | NEW YORK | 291361 | $99.60B | 1,005 | 2026-03-31 | → |
| 142 | INVESTURE, LLC | CHARLOTTESVILLE | 130099 | $38.52B | 51 | 2026-03-31 | → |
| 143 | VIRTUS FIXED INCOME ADVISERS, LLC | HARTFORD | 146029 | $34.91B | 95 | 2026-03-31 | → |
| 144 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | NEW YORK | 162053 | $68.38B | 382 | 2026-03-31 | → |
| 145 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | NEW YORK | 106266 | $85.67B | 367 | 2026-04-30 | → |
| 146 | PGIM QUANTITATIVE SOLUTIONS LLC | NEWARK | 129752 | $110.95B | 147 | 2026-03-31 | → |
| 147 | LORD, ABBETT & CO. LLC | JERSEY CITY | 110391 | $270.39B | 821 | 2025-12-31 | → |
| 148 | MERGANSER CAPITAL MANAGEMENT, LLC | BOSTON | 169258 | $17.66B | 32 | 2026-03-31 | → |
| 149 | AMUNDI ASSET MANAGEMENT US, INC. | BOSTON | 107719 | $122.06B | 354 | 2025-03-31 | → |
| 150 | SANDS CAPITAL MANAGEMENT, LLC | ARLINGTON | 137610 | $44.30B | 182 | 2026-03-31 | → |
| 151 | CERITY PARTNERS OCIO LLC | NEW YORK | 151916 | $21.13B | 61 | 2026-03-31 | → |
| 152 | MIO PARTNERS, INC. | NEW YORK | 108637 | $59.59B | 287 | 2026-03-31 | → |
| 153 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | NEW YORK | 20989 | $29.73B | 86 | 2026-03-31 | → |
| 154 | SSGA FUNDS MANAGEMENT, INC. | BOSTON | 111242 | $1.42T | 241 | 2026-03-31 | → |
| 155 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | NEW YORK | 145194 | $34.59B | 163 | 2026-03-31 | → |
| 156 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | ATLANTA | 126246 | $15.42B | 19 | 2026-03-31 | → |
| 157 | INTECH INVESTMENT MANAGEMENT LLC | WEST PALM BEACH | 119232 | $15.47B | 41 | 2026-03-31 | → |
| 158 | HARDING LOEVNER LP | BRIDGEWATER | 104543 | $32.06B | 104 | 2026-03-31 | → |
| 159 | DYNASTY WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 153377 | $13.88B | 200 | 2026-03-31 | → |
| 160 | FIG LLC | NEW YORK | 129612 | $87.30B | 1,004 | 2026-06-30 | → |
| 161 | POLEN CAPITAL MANAGEMENT, LLC | BOCA RATON | 106093 | $24.06B | 168 | 2026-05-31 | → |
| 162 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | NEW YORK | 133536 | $125.26B | 881 | 2026-03-31 | → |
| 163 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | NEW YORK | 297506 | $46.06B | 250 | 2026-06-30 | → |
| 164 | 26NORTH PARTNERS LP | NEW YORK | 322923 | $32.68B | 142 | 2026-03-31 | → |
| 165 | NINETY ONE NORTH AMERICA, INC. | NEW YORK | 167922 | $41.47B | 68 | 2026-06-30 | → |
| 166 | ACORE CAPITAL, LP | NEW YORK | 175054 | $18.27B | 121 | 2026-04-30 | → |
| 167 | ASCENSUS INVESTMENT ADVISORS, LLC | NEWTON | 120632 | $12.97B | 48 | 2026-01-31 | → |
| 168 | STONE RIDGE ASSET MANAGEMENT LLC | NEW YORK | 165598 | $36.34B | 238 | 2026-05-31 | → |
| 169 | HONEYWELL CAPITAL MANAGEMENT LLC | MORRIS PLAINS | 109537 | $12.19B | 17 | 2025-03-31 | → |
| 170 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | BOSTON | 146990 | $24.40B | 61 | 2026-03-31 | → |
| 171 | MILLENNIUM MANAGEMENT LLC | NEW YORK | 158117 | $720.85B | 6,670 | 2026-03-31 | → |
| 172 | CITIGROUP GLOBAL MARKETS INC. | NEW YORK | 7059 | $56.01B | 7,036 | 2026-06-30 | → |
| 173 | RBC ROCHDALE, LLC | NEW YORK | 117198 | $72.96B | 269 | 2026-05-31 | → |
| 174 | CAPACUITY LLC | LAKE MARY | 297679 | $13.87B | 40 | 2026-03-31 | → |
| 175 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | NEW YORK | 117384 | $29.59B | 127 | 2026-02-28 | → |
| 176 | ATLANTA CONSULTING GROUP ADVISORS, LLC | ATLANTA | 288169 | $14.70B | 23 | 2026-04-30 | → |
| 177 | PRIME BUCHHOLZ LLC | PORTSMOUTH | 106455 | $14.07B | 127 | 2026-03-31 | → |
| 178 | RAMIREZ ASSET MANAGEMENT, INC. | NEW YORK | 110637 | $12.27B | 48 | 2025-12-31 | → |
| 179 | SECOR INVESTMENT ADVISORS, LP | NEW YORK | 155235 | $12.76B | 44 | 2026-04-30 | → |
| 180 | ATRIA INVESTMENTS, INC. | CHARLOTTE | 143593 | $11.05B | 60 | 2026-03-31 | → |
| 181 | VONTOBEL ASSET MANAGEMENT, INC. | NEW YORK | 105007 | $20.29B | 63 | 2026-03-31 | → |
| 182 | SENTINEL PENSION ADVISORS, LLC | WAKEFIELD | 109901 | $11.94B | 53 | 2026-05-31 | → |
| 183 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | NEW YORK | 107580 | $92.04B | 293 | 2026-06-30 | → |
| 184 | CLARION PARTNERS, LLC | NEW YORK | 108803 | $73.68B | 321 | 2026-02-28 | → |
| 185 | COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM | 8032 | $212.66B | 4,200 | 2026-05-31 | → |
| 186 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | MIAMI | 149280 | $10.81B | 23 | 2026-03-31 | → |
| 187 | J.P. MORGAN PRIVATE INVESTMENTS INC. | NEW YORK | 110186 | $469.98B | 758 | 2026-06-30 | → |
| 188 | SHEPHERD KAPLAN LLC | BOSTON | 128244 | $10.16B | 42 | 2026-03-31 | → |
| 189 | DUPONT CAPITAL MANAGEMENT CORP | WILMINGTON | 107145 | $10.09B | 33 | 2026-01-31 | → |
| 190 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | CHATHAM | 164409 | $9.86B | 5 | 2026-02-28 | → |
| 191 | ELLINGTON MANAGEMENT GROUP, L.L.C. | OLD GREENWICH | 112493 | $20.76B | 164 | 2026-06-30 | → |
| 192 | AGINCOURT CAPITAL MANAGEMENT, LLC | RICHMOND | 112096 | $9.95B | 18 | 2026-03-31 | → |
| 193 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | NEW YORK | 313420 | $10.53B | 292 | 2026-03-31 | → |
| 194 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON | 106909 | $17.83B | 104 | 2026-05-31 | → |
| 195 | OMERS INFRASTRUCTURE US LIMITED | NEW YORK | 170309 | $17.83B | 138 | 2026-04-30 | → |
| 196 | MEKETA INVESTMENT GROUP INC | WESTWOOD | 110601 | $9.99B | 248 | 2026-03-31 | → |
| 197 | ARGA INVESTMENT MANAGEMENT, LP | STAMFORD | 153665 | $24.57B | 49 | 2026-03-31 | → |
| 198 | PINE RIDGE ADVISERS LLC | NEW YORK | 296362 | $14.42B | 14 | 2026-03-31 | → |
| 199 | BTG PACTUAL ASSET MANAGEMENT US , LLC | NEW YORK | 152538 | $30.11B | 180 | 2026-03-31 | → |
| 200 | BRIGADE CAPITAL MANAGEMENT, LP | NEW YORK | 144078 | $33.02B | 108 | 2026-04-30 | → |
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