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 | |
|---|---|---|---|---|---|---|---|
| 301 | SUMMIT ROCK ADVISORS, LP | NEW YORK | 144059 | $26.18B | 74 | 2026-03-31 | → |
| 302 | BOLTON SECURITIES CORP | BOLTON | 129376 | $8.28B | 158 | 2026-03-31 | → |
| 303 | GRANGER MANAGEMENT LLC | NEW YORK | 168096 | $4.92B | 12 | 2026-03-31 | → |
| 304 | POLEN CAPITAL CREDIT, LLC | WALTHAM | 108468 | $6.13B | 46 | 2026-05-31 | → |
| 305 | HARBOR INVESTMENT ADVISORY, LLC | LUTHERVILLE | 151085 | $6.87B | 35 | 2026-03-31 | → |
| 306 | CAMBRIDGE ASSOCIATES LIMITED, LLC | BOSTON | 106003 | $8.20B | 15 | 2026-03-31 | → |
| 307 | ALPINVEST US HOLDINGS, LLC | NEW YORK | 328458 | $57.66B | 289 | 2026-03-31 | → |
| 308 | RICHMOND CAPITAL MANAGEMENT INC | RICHMOND | 104636 | $5.93B | 20 | 2026-03-31 | → |
| 309 | NEW FRONTIER ADVISORS, LLC | BOSTON | 147181 | $3.99B | 16 | 2026-03-31 | → |
| 310 | INVESCO SENIOR SECURED MANAGEMENT, INC. | NEW YORK | 107590 | $29.38B | 109 | 2026-03-31 | → |
| 311 | FOREST INVESTMENT ASSOCIATES L.P. | ATLANTA | 110163 | $5.24B | 55 | 2026-04-30 | → |
| 312 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | NEW YORK | 332278 | $4.60B | 5 | 2026-03-31 | → |
| 313 | MML INVESTORS SERVICES, LLC | SPRINGFIELD | 10409 | $115.64B | 6,976 | 2026-05-31 | → |
| 314 | THE LONDON COMPANY OF VIRGINIA, LLC | RICHMOND | 106654 | $14.89B | 56 | 2026-03-31 | → |
| 315 | ASB CAPITAL MANAGEMENT LLC | BETHESDA | 110995 | $36.68B | 62 | 2026-04-30 | → |
| 316 | LUMINT CORPORATION | BOSTON | 324443 | $3.67B | 14 | 2026-03-31 | → |
| 317 | HOOD RIVER CAPITAL MANAGEMENT LLC | PALM BEACH GARDENS | 166089 | $9.45B | 20 | 2026-05-31 | → |
| 318 | SOUTHSTATE ADVISORY, INC. | COLUMBIA | 153113 | $3.78B | 22 | 2025-06-30 | → |
| 319 | STACEY BRAUN ASSOCIATES INC | NEW YORK | 105056 | $5.50B | 17 | 2026-03-31 | → |
| 320 | CIFC ASSET MANAGEMENT LLC | MIAMI | 159172 | $44.58B | 200 | 2026-05-31 | → |
| 321 | WILLIS INVESTMENT COUNSEL INC | GAINESVILLE | 111042 | $4.23B | 13 | 2026-04-30 | → |
| 322 | STIFEL CAPITAL MANAGEMENT, LLC | NEW YORK | 328365 | $4.20B | 9 | 2026-03-31 | → |
| 323 | BLACKROCK CAPITAL MANAGEMENT, INC. | WILMINGTON | 108069 | $172.62B | 79 | 2026-06-30 | → |
| 324 | SPIDER MANAGEMENT COMPANY, LLC | RICHMOND | 149343 | $6.41B | 23 | 2025-09-30 | → |
| 325 | WELLS FARGO INVESTMENT INSTITUTE, INC. | CHARLOTTE | 133204 | $43.00B | 225 | 2026-03-31 | → |
| 326 | OCTAGON CREDIT INVESTORS, LLC | NEW YORK | 155336 | $35.05B | 100 | 2026-03-31 | → |
| 327 | STABLE ASSET MANAGEMENT LP | NEW YORK | 309966 | $4.60B | 21 | 2026-06-30 | → |
| 328 | SUMMIT TRAIL ADVISORS, LLC | NEW YORK | 220519 | $19.94B | 94 | 2026-05-31 | → |
| 329 | PINNACLE ASSOCIATES, LTD. | NEW YORK | 110631 | $10.39B | 69 | 2026-03-31 | → |
| 330 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | STAMFORD | 112500 | $8.77B | 27 | 2026-03-31 | → |
| 331 | GUGGENHEIM CORPORATE FUNDING, LLC | NEW YORK | 300895 | $11.29B | 16 | 2026-05-31 | → |
| 332 | TOCQUEVILLE ASSET MANAGEMENT LP | NEW YORK | 105690 | $10.24B | 73 | 2026-03-31 | → |
| 333 | CINVEN, INC. | NEW YORK | 323534 | $3.28B | 20 | 2026-03-31 | → |
| 334 | GREENHAVEN ASSOCIATES INC | PURCHASE | 104729 | $11.66B | 7 | 2026-02-28 | → |
| 335 | LYRICAL ASSET MANAGEMENT LP | NEW YORK | 148267 | $7.37B | 30 | 2026-03-31 | → |
| 336 | CVC CREDIT PARTNERS, LLC | NEW YORK | 138528 | $61.63B | 153 | 2026-05-31 | → |
| 337 | FAMILY MANAGE LLC | NEW YORK | 104951 | $5.31B | 23 | 2026-04-30 | → |
| 338 | DIMENSION CAPITAL MANAGEMENT LLC | CORAL GABLES | 109380 | $7.29B | 50 | 2026-03-31 | → |
| 339 | E.P.G., INCORPORATED | FRAMINGHAM | 106821 | $3.20B | 11 | 2026-03-31 | → |
| 340 | ARISTEIA CAPITAL, LLC | GREENWICH | 135986 | $13.73B | 65 | 2026-03-31 | → |
| 341 | BARON CAPITAL MANAGEMENT, INC. | NEW YORK | 110791 | $10.79B | 221 | 2026-05-31 | → |
| 342 | FIRST MANHATTAN CO. LLC | NEW YORK | 325281 | $38.09B | 147 | 2026-04-30 | → |
| 343 | JEFFERIES INVESTMENT ADVISERS LLC | NEW YORK | 325421 | $5.15B | 119 | 2026-06-30 | → |
| 344 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | BOSTON | 105161 | $14.20B | 79 | 2026-03-31 | → |
| 345 | ALESCO ADVISORS, LLC, AN ESL COMPANY | PITTSFORD | 339091 | $5.61B | 26 | 2026-04-30 | → |
| 346 | COMPASS GROUP MANAGEMENT LLC | WESTPORT | 168422 | $3.04B | 25 | 2026-03-31 | → |
| 347 | ALTES CAPITAL, LLC | NEW YORK | 331481 | $3.19B | 7 | 2026-03-31 | → |
| 348 | LOCUST WOOD CAPITAL ADVISERS, LLC | NEW YORK | 135140 | $4.40B | 12 | 2026-03-31 | → |
| 349 | WAINWRIGHT INVESTMENT COUNSEL LLC | BOSTON | 108711 | $5.52B | 17 | 2026-03-31 | → |
| 350 | OPPENHEIMER & CO. INC. | NEW YORK | 249 | $36.71B | 2,806 | 2026-06-30 | → |
| 351 | ADVUS FINANCIAL PARTNERS, LLC | WINTER PARK | 311990 | $3.97B | 16 | 2026-06-30 | → |
| 352 | SONA ASSET MANAGEMENT (US) LLC | NEW YORK | 291738 | $33.49B | 39 | 2026-06-30 | → |
| 353 | WESTFULLER ADVISORS, LLC | NEW YORK | 155054 | $3.37B | 23 | 2026-03-31 | → |
| 354 | SYSTEMATIC FINANCIAL MANAGEMENT LP | TEANECK | 106146 | $4.21B | 22 | 2026-03-31 | → |
| 355 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | NEW YORK | 132694 | $7.90B | 41 | 2026-03-31 | → |
| 356 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | BOSTON | 105461 | $2.96B | 5 | 2026-03-31 | → |
| 357 | COMMUNITY CAPITAL MANAGEMENT, LLC | FORT LAUDERDALE | 109368 | $7.00B | 39 | 2026-06-30 | → |
| 358 | OFFIT CAPITAL ADVISORS LLC | NEW YORK | 144474 | $20.60B | 82 | 2026-03-31 | → |
| 359 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | BOSTON | 114922 | $2.84B | 0 | 2026-03-31 | → |
| 360 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | ST. AUGUSTINE | 165895 | $2.83B | 5 | 2026-04-30 | → |
| 361 | JOHN W. BRISTOL & CO., INC. | NEW YORK | 105597 | $7.07B | 18 | 2026-03-31 | → |
| 362 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | NEW YORK | 109591 | $120.70B | 364 | 2026-03-31 | → |
| 363 | RUANE, CUNNIFF & GOLDFARB L.P. | NEW YORK | 285971 | $10.53B | 52 | 2026-03-31 | → |
| 364 | INSIGNEO ADVISORY SERVICES, LLC | MIAMI | 282589 | $5.16B | 223 | 2026-06-30 | → |
| 365 | INVESTCORP INVESTMENT SOLUTIONS LLC | NEW YORK | 314925 | $2.79B | 6 | 2025-09-30 | → |
| 366 | STONE HILL FIDUCIARY MANAGEMENT, LLC | GREAT NECK | 164981 | $2.79B | 3 | 2026-03-31 | → |
| 367 | DSM CAPITAL PARTNERS LLC | PALM BEACH GARDENS | 113609 | $7.56B | 25 | 2026-05-31 | → |
| 368 | OPPENHEIMER ASSET MANAGEMENT INC. | NEW YORK | 105559 | $21.33B | 129 | 2026-03-31 | → |
| 369 | THIRD POINT LLC | NEW YORK | 137927 | $28.73B | 143 | 2026-05-31 | → |
| 370 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | NEW YORK | 107367 | $4.76B | 79 | 2026-06-30 | → |
| 371 | ALESCO ADVISORS LLC | PITTSFORD | 108590 | $4.81B | 27 | 2025-03-31 | → |
| 372 | ASSET MANAGEMENT ONE USA INC. | NEW YORK | 108982 | $2.90B | 32 | 2026-05-31 | → |
| 373 | STARBOARD VALUE LP | NEW YORK | 156943 | $8.15B | 44 | 2026-03-31 | → |
| 374 | ANGEL OAK CAPITAL ADVISORS, LLC | ATLANTA | 151090 | $11.49B | 78 | 2026-03-31 | → |
| 375 | ADVANCED PORTFOLIO MANAGEMENT, LLC | NEW YORK | 138769 | $2.70B | 18 | 2026-03-31 | → |
| 376 | GAMCO ASSET MANAGEMENT INC. | GREENWICH | 104950 | $11.69B | 120 | 2026-03-31 | → |
| 377 | ALLSPRING FUNDS MANAGEMENT, LLC | CHARLOTTE | 110841 | $324.65B | 714 | 2026-05-31 | → |
| 378 | EAGLE ASSET MANAGEMENT INC | ST. PETERSBURG | 110653 | $60.65B | 77 | 2026-06-30 | → |
| 379 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | TAMPA | 309550 | $3.88B | 58 | 2026-04-30 | → |
| 380 | HOWARD CAPITAL MANAGEMENT, INC. | ALPHARETTA | 118070 | $8.01B | 45 | 2026-06-30 | → |
| 381 | FRED ALGER MANAGEMENT, LLC | NEW YORK | 106750 | $26.14B | 98 | 2026-05-31 | → |
| 382 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | NEW YORK | 146696 | $48.84B | 255 | 2026-06-30 | → |
| 383 | SIMPLICITY WEALTH LLC | SUMMIT | 300572 | $4.27B | 424 | 2026-04-30 | → |
| 384 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | NEW YORK | 135284 | $33.37B | 47 | 2026-03-31 | → |
| 385 | CHILTON INVESTMENT SERVICES, LLC | STAMFORD | 159306 | $8.15B | 70 | 2026-03-31 | → |
| 386 | CRAWFORD INVESTMENT COUNSEL INC | ATLANTA | 110271 | $9.14B | 54 | 2026-03-31 | → |
| 387 | GILDER GAGNON HOWE & CO. LLC | NEW YORK | 2002 | $12.12B | 84 | 2026-03-31 | → |
| 388 | ALPHA WAVE GLOBAL, LP | MIAMI BEACH | 160894 | $26.66B | 113 | 2026-03-31 | → |
| 389 | ICON INFRASTRUCTURE NORTH AMERICA INC. | NEW YORK | 306800 | $2.52B | 17 | 2026-06-30 | → |
| 390 | DONALD SMITH & CO., INC. | NEW YORK | 104947 | $5.60B | 11 | 2026-03-31 | → |
| 391 | MAS ADVISORS LLC | CORAL GABLES | 165906 | $2.56B | 13 | 2026-03-31 | → |
| 392 | SUMMIT FINANCIAL, LLC | PARSIPPANY | 299322 | $22.47B | 490 | 2026-03-31 | → |
| 393 | LCG ASSOCIATES, INC. | ATLANTA | 105971 | $2.61B | 58 | 2026-03-31 | → |
| 394 | ANDERSEN TAX LLC | MCLEAN | 124205 | $6.35B | 2,061 | 2026-03-31 | → |
| 395 | FIDUCIARY FIRST, LLC | MAITLAND | 150330 | $2.46B | 7 | 2026-03-31 | → |
| 396 | BSP NY LLC | NEW YORK | 128557 | $14.24B | 18 | 2026-03-31 | → |
| 397 | CONCURRENT ASSET MANAGEMENT, LLC | TAMPA | 330657 | $2.49B | 3 | 2026-06-30 | → |
| 398 | INFRARED CAPITAL PARTNERS (US) LLC | NEW YORK | 310401 | $2.44B | 28 | 2026-03-31 | → |
| 399 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | NEW YORK | 155680 | $46.63B | 523 | 2026-04-30 | → |
| 400 | TWO SIGMA INVESTMENTS, LP | NEW YORK | 137137 | $232.82B | 1,555 | 2026-03-31 | → |
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