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 | |
|---|---|---|---|---|---|---|---|
| 401 | D.F. DENT AND COMPANY, INC. | BALTIMORE | 105179 | $7.88B | 31 | 2026-06-30 | → |
| 402 | JV MANAGEMENT LLC | NEW YORK | 313398 | $4.98B | 25 | 2026-05-31 | → |
| 403 | TIEDEMANN ADVISORS, LLC | NEW YORK | 147189 | $31.01B | 182 | 2026-04-30 | → |
| 404 | K2/D&S MANAGEMENT CO., L.L.C. | STAMFORD | 123826 | $6.53B | 30 | 2026-04-30 | → |
| 405 | CORNERSTONE INVESTMENT PARTNERS, LLC | ATLANTA | 111753 | $2.65B | 15 | 2026-03-31 | → |
| 406 | ALTRINSIC GLOBAL ADVISORS, LLC | STAMFORD | 109678 | $12.22B | 34 | 2026-03-31 | → |
| 407 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | STAMFORD | 144594 | $19.78B | 103 | 2025-12-31 | → |
| 408 | TRG MANAGEMENT LP | NEW YORK | 138083 | $6.72B | 102 | 2026-03-31 | → |
| 409 | MARTINGALE ASSET MANAGEMENT LP | BOSTON | 108526 | $4.18B | 25 | 2026-03-31 | → |
| 410 | BELLE HAVEN INVESTMENTS, L.P. | RYE BROOK | 29278 | $23.32B | 47 | 2026-03-31 | → |
| 411 | SKY HARBOR CAPITAL MANAGEMENT, LLC | GREENWICH | 159020 | $3.88B | 19 | 2025-03-31 | → |
| 412 | IMPERIAL FUND ASSET MANAGEMENT LLC | FORT LAUDERDALE | 317525 | $6.84B | 12 | 2026-06-30 | → |
| 413 | MARINER INSTITUTIONAL, LLC | WINTER PARK | 111964 | $2.82B | 148 | 2026-06-30 | → |
| 414 | RETIREMENT RESOURCES INVESTMENT CORPORATION | ANDOVER | 47723 | $2.44B | 7 | 2026-04-30 | → |
| 415 | MARATHON ASSET MANAGEMENT, L.P. | NEW YORK | 124613 | $30.48B | 193 | 2026-03-31 | → |
| 416 | NAPIER PARK GLOBAL CAPITAL (US) LP | NEW YORK | 166333 | $14.57B | 137 | 2026-05-31 | → |
| 417 | PERFORMA LIMITED (US), LLC | CHARLESTON | 154232 | $4.49B | 18 | 2026-06-30 | → |
| 418 | BIENVILLE CAPITAL MANAGEMENT, LLC | NEW YORK | 149320 | $4.45B | 27 | 2026-03-31 | → |
| 419 | RATSON ADVISORY LLC | NEW YORK | 330091 | $2.39B | 2 | 2026-02-28 | → |
| 420 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | GREENVILLE | 319289 | $3.83B | 9 | 2026-05-31 | → |
| 421 | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | NEW YORK | 311808 | $2.72B | 25 | 2026-04-30 | → |
| 422 | ELDRIDGE CREDIT ADVISERS, LLC | NEW YORK | 155736 | $8.46B | 292 | 2026-05-31 | → |
| 423 | PINNACLE PENSION CONSULTANTS LLC | NEEDHAM | 133442 | $2.17B | 3 | 2026-03-31 | → |
| 424 | HAMLIN CAPITAL MANAGEMENT, LLC | NEW YORK | 119278 | $8.71B | 24 | 2026-03-31 | → |
| 425 | STEEPROCK CAPITAL II LLC | GREENWICH | 172775 | $2.63B | 12 | 2026-06-30 | → |
| 426 | 3I CORPORATION | NEW YORK | 159892 | $2.70B | 27 | 2026-06-30 | → |
| 427 | LAWLEY RETIREMENT ADVISORS, LLC | BUFFALO | 282786 | $2.13B | 12 | 2026-03-31 | → |
| 428 | GREENSPRING ADVISORS, LLC | TOWSON | 132669 | $6.46B | 68 | 2026-06-30 | → |
| 429 | 1607 CAPITAL PARTNERS, LLC | RICHMOND | 144758 | $3.49B | 15 | 2026-03-31 | → |
| 430 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | BOSTON | 141573 | $2.11B | 3 | 2026-02-28 | → |
| 431 | CORBIN CAPITAL PARTNERS, L.P. | NEW YORK | 130819 | $11.22B | 56 | 2026-03-31 | → |
| 432 | 3650 REIT INVESTMENT MANAGEMENT LLC | MIAMI | 286013 | $2.43B | 16 | 2026-03-31 | → |
| 433 | TWO SIGMA ADVISERS, LP | NEW YORK | 152254 | $74.26B | 101 | 2026-01-31 | → |
| 434 | F L PUTNAM INVESTMENT MANAGEMENT CO. | LYNNFIELD | 106223 | $9.72B | 160 | 2026-05-31 | → |
| 435 | BROWN CAPITAL MANAGEMENT, LLC | BALTIMORE | 105633 | $4.54B | 37 | 2026-03-31 | → |
| 436 | ACORN ADVISORY CAPITAL, L.P. | NEW YORK | 133040 | $2.96B | 22 | 2026-03-31 | → |
| 437 | DENHAM CAPITAL MANAGEMENT LP | BOSTON | 156605 | $5.26B | 29 | 2026-03-31 | → |
| 438 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | WELLESLEY | 133790 | $5.09B | 21 | 2026-03-31 | → |
| 439 | MEADOW CAPITAL MANAGEMENT LLC | NEW YORK | 161322 | $5.97B | 17 | 2026-03-31 | → |
| 440 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | WILMINGTON | 290336 | $66.93B | 39 | 2026-06-30 | → |
| 441 | OBRA CAPITAL MANAGEMENT, LLC. | NEW YORK | 155231 | $5.75B | 132 | 2026-04-30 | → |
| 442 | COMPERIO RETIREMENT CONSULTING, INC. | CARY | 140786 | $1.99B | 4 | 2026-03-31 | → |
| 443 | PRIVATE ADVISOR GROUP, LLC | MORRISTOWN | 155216 | $44.33B | 674 | 2026-06-30 | → |
| 444 | CORNERSTONE MANAGEMENT, INC. | DULUTH | 125828 | $2.29B | 19 | 2026-03-31 | → |
| 445 | POMONA MANAGEMENT LLC | NEW YORK | 148269 | $15.16B | 41 | 2026-03-31 | → |
| 446 | ARAX ADVISORY PARTNERS, LLC | NEW YORK | 133535 | $23.18B | 319 | 2026-06-30 | → |
| 447 | HERITAGE WEALTH ADVISORS, LLC | RICHMOND | 137484 | $4.86B | 36 | 2026-05-31 | → |
| 448 | AEW CAPITAL MANAGEMENT LP | BOSTON | 108633 | $3.02B | 250 | 2026-03-31 | → |
| 449 | ALLIANCE PARTNERS LLC | CHEVY CHASE | 157700 | $1.94B | 21 | 2026-03-31 | → |
| 450 | IFM INVESTORS (US) ADVISOR, LLC | NEW YORK | 146366 | $40.23B | 157 | 2025-12-31 | → |
| 451 | STONE POINT CREDIT ADVISER LLC | GREENWICH | 310377 | $11.13B | 80 | 2026-03-31 | → |
| 452 | MACKENZIE INVESTMENTS CORPORATION | BOSTON | 165899 | $18.07B | 16 | 2026-03-31 | → |
| 453 | INGHAM RUSSELL INVESTMENT ADVISORS INC | MIAMI | 106299 | $2.62B | 10 | 2026-03-31 | → |
| 454 | BHARCAP PARTNERS, LLC | GREENWICH | 315679 | $3.24B | 14 | 2026-03-31 | → |
| 455 | SHELTER GROWTH CAPITAL PARTNERS LLC | STAMFORD | 170685 | $4.66B | 49 | 2026-03-31 | → |
| 456 | DAVENPORT & COMPANY LLC | RICHMOND | 1588 | $24.70B | 525 | 2026-06-30 | → |
| 457 | CARRET ASSET MANAGEMENT, LLC | NEW YORK | 131445 | $3.46B | 22 | 2026-06-30 | → |
| 458 | RBB TREASURY LLC | NEW YORK | 314581 | $1.89B | 4 | 2026-03-31 | → |
| 459 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC | NEW YORK | 158165 | $6.31B | 62 | 2026-03-31 | → |
| 460 | ASSET PRESERVATION ADVISORS, LLC | ATLANTA | 106741 | $11.05B | 28 | 2026-03-31 | → |
| 461 | CF PRIVATE EQUITY, INC. | NORWALK | 110657 | $15.78B | 66 | 2025-12-31 | → |
| 462 | PASSAIC PARTNERS LLC | NEWARK | 313290 | $2.24B | 9 | 2026-03-31 | → |
| 463 | TIPTREE ADVISORS, LLC | NEW YORK | 137758 | $2.31B | 13 | 2026-03-31 | → |
| 464 | CLARFELD FINANCIAL ADVISORS, LLC | TARRYTOWN | 106743 | $15.54B | 204 | 2026-04-30 | → |
| 465 | PALISADE CAPITAL MANAGEMENT, LP | FORT LEE | 104581 | $3.86B | 42 | 2026-05-31 | → |
| 466 | WATERFALL ASSET MANAGEMENT, LLC | NEW YORK | 137746 | $22.04B | 133 | 2026-03-31 | → |
| 467 | SOUND SHORE MANAGEMENT INC | GREENWICH | 112379 | $3.40B | 16 | 2026-04-30 | → |
| 468 | WELCH & FORBES LLC | BOSTON | 115119 | $9.90B | 55 | 2026-05-31 | → |
| 469 | H. M. PAYSON & CO. | PORTLAND | 2993 | $9.09B | 34 | 2026-03-31 | → |
| 470 | TD PRIVATE CLIENT WEALTH LLC | NEW YORK | 164484 | $8.57B | 671 | 2026-06-30 | → |
| 471 | CEREDEX VALUE ADVISORS LLC | WINTER PARK | 146023 | $3.43B | 13 | 2026-03-31 | → |
| 472 | VELOCITY CAPITAL ADVISORS LLC | NEW YORK | 322722 | $2.12B | 13 | 2026-05-31 | → |
| 473 | ITAU USA ASSET MANAGEMENT INC. | NEW YORK | 156313 | $9.27B | 26 | 2026-03-31 | → |
| 474 | BNY MELLON ADVISORS, INC. | NEW YORK | 106108 | $33.48B | 66 | 2026-05-31 | → |
| 475 | BROAD BAY CAPITAL MANAGEMENT LP | NEW YORK | 284341 | $1.89B | 10 | 2026-03-31 | → |
| 476 | HQ CAPITAL PRIVATE EQUITY LLC | MIAMI | 134231 | $5.40B | 78 | 2026-03-31 | → |
| 477 | CV ADVISORS LLC | AVENTURA | 164817 | $15.08B | 82 | 2026-04-30 | → |
| 478 | HERMES GPE (USA) INC | NEW YORK | 166839 | $1.66B | 4 | 2026-03-31 | → |
| 479 | WARBURG PINCUS LLC | NEW YORK | 156945 | $108.66B | 829 | 2026-03-31 | → |
| 480 | CORSAIR CAPITAL LLC | NEW YORK | 137887 | $7.68B | 52 | 2026-04-30 | → |
| 481 | INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. | NEW YORK | 329155 | $5.19B | 10 | 2026-04-30 | → |
| 482 | SOL CAPITAL MANAGEMENT CO | ROCKVILLE | 110226 | $2.98B | 30 | 2025-07-31 | → |
| 483 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | STAMFORD | 283004 | $33.52B | 549 | 2026-06-30 | → |
| 484 | CAPRICORN INVESTMENT GROUP LLC | NEW YORK | 147417 | $18.85B | 46 | 2026-04-30 | → |
| 485 | LEEWARD INVESTMENTS, LLC | BOSTON | 312557 | $2.87B | 14 | 2026-03-31 | → |
| 486 | OSAIC INSTITUTIONS, INC. | MERIDEN | 35371 | $6.49B | 1,839 | 2026-05-31 | → |
| 487 | LOWE, BROCKENBROUGH & COMPANY, INC. | RICHMOND | 105142 | $5.49B | 31 | 2026-05-31 | → |
| 488 | LMCG INVESTMENTS, LLC | BOSTON | 149936 | $6.83B | 46 | 2026-04-30 | → |
| 489 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 136591 | $87.38B | 481 | 2026-05-31 | → |
| 490 | RGM CAPITAL, LLC | NAPLES | 136634 | $2.60B | 7 | 2026-03-31 | → |
| 491 | TWELVE POINTS WEALTH MANAGEMENT LLC | CONCORD | 171107 | $2.24B | 25 | 2026-05-31 | → |
| 492 | SAWGRASS ASSET MANAGEMENT LLC | PONTE VEDRA BEACH | 108831 | $2.05B | 15 | 2026-04-30 | → |
| 493 | CARLYLE AVIATION PDP MANAGEMENT LLC | MIAMI | 305746 | $10.40B | 124 | 2026-03-31 | → |
| 494 | LAKE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 166526 | $1.58B | 8 | 2026-03-31 | → |
| 495 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | BOSTON | 109641 | $6.74B | 660 | 2026-03-31 | → |
| 496 | DHK FINANCIAL ADVISORS INC | PORTSMOUTH | 106126 | $1.68B | 5 | 2025-03-31 | → |
| 497 | ALBRITTON CAPITAL MANAGEMENT CO | ALPHARETTA | 112772 | $1.52B | 1 | 2026-03-31 | → |
| 498 | HIGHVISTA STRATEGIES LLC | BOSTON | 155759 | $9.10B | 80 | 2026-03-31 | → |
| 499 | TEEWINOT CAPITAL ADVISERS, L.L.C. | NORWALK | 138757 | $1.61B | 9 | 2026-06-30 | → |
| 500 | BLUEPRINT INVESTMENT PARTNERS LLC | GREENSBORO | 170196 | $1.87B | 9 | 2026-04-30 | → |
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