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 | |
|---|---|---|---|---|---|---|---|
| 601 | DIGITAL BRIDGE ADVISORS, LLC | BOCA RATON | 291394 | $14.60B | 174 | 2026-05-31 | → |
| 602 | RMR WEALTH BUILDERS, INC. | MONTCLAIR | 169005 | $2.89B | 64 | 2026-04-30 | → |
| 603 | HUNTER POINT CAPITAL LP | NEW YORK | 310871 | $7.81B | 74 | 2026-03-31 | → |
| 604 | ANDALUSIAN PRIVATE CAPITAL, LP | NEW YORK | 313032 | $1.78B | 12 | 2026-03-31 | → |
| 605 | NOTTINGHAM ADVISORS INC. | AMHERST | 104928 | $1.43B | 11 | 2026-03-31 | → |
| 606 | TRILLIUM ASSET MANAGEMENT, LLC | BOSTON | 110901 | $4.31B | 53 | 2026-03-31 | → |
| 607 | FOCUSED WEALTH MANAGEMENT, INC. | NEWBURGH | 154828 | $2.27B | 19 | 2026-03-31 | → |
| 608 | GOLDMAN SACHS WEALTH SERVICES, L.P. | COHOES | 106693 | $31.69B | 1,923 | 2026-06-30 | → |
| 609 | CHANNING GLOBAL ADVISORS, LLC | FORT LAUDERDALE | 290893 | $1.11B | 8 | 2026-03-31 | → |
| 610 | CIRCLE WEALTH MANAGEMENT, LLC | SUMMIT | 142878 | $14.07B | 23 | 2026-04-30 | → |
| 611 | FTA ASSET MANAGEMENT, LLC | CHARLOTTE | 332377 | $1.01B | 13 | 2026-03-31 | → |
| 612 | BLEICHROEDER LP | NEW YORK | 304295 | $2.43B | 7 | 2026-03-31 | → |
| 613 | DAYBRIGHT ADVISORY SERVICES, INC. | MIAMI | 133795 | $997.4M | 10 | 2026-03-31 | → |
| 614 | TEMPLETON INVESTMENT COUNSEL, LLC | FT. LAUDERDALE | 111370 | $4.61B | 31 | 2026-06-30 | → |
| 615 | BOSTON COMMON ASSET MANAGEMENT, LLC | BOSTON | 123558 | $4.17B | 39 | 2026-03-31 | → |
| 616 | MACD ADVISORS LLC | SUMMIT | 171905 | $1.03B | 1 | 2026-03-31 | → |
| 617 | GENERATION CAPITAL MANAGEMENT LLC | PITTSFORD | 128523 | $1.15B | 4 | 2026-03-31 | → |
| 618 | T. ROWE PRICE (CANADA) INC. | BALTIMORE | 107290 | $6.55B | 11 | 2026-03-31 | → |
| 619 | UNIFI ASSET MANAGEMENT LP | NEW YORK | 330942 | $2.54B | 16 | 2026-06-30 | → |
| 620 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | BALTIMORE | 111179 | $3.33B | 27 | 2026-03-31 | → |
| 621 | COHEN KLINGENSTEIN, LLC | NEW YORK | 148428 | $3.39B | 7 | 2026-03-31 | → |
| 622 | QUINN OPPORTUNITY PARTNERS LLC | CHARLOTTESVILLE | 167470 | $2.61B | 2 | 2026-04-30 | → |
| 623 | CFS INVESTMENT ADVISORY SERVICES LLC | TOTOWA | 106577 | $2.73B | 13 | 2026-03-31 | → |
| 624 | CASPIAN CAPITAL, LP | NEW YORK | 155751 | $7.03B | 29 | 2026-03-31 | → |
| 625 | THE DE BURLO GROUP, INC. | BOSTON | 153435 | $1.13B | 6 | 2026-03-31 | → |
| 626 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | NEW YORK | 134009 | $80.36B | 113 | 2026-06-30 | → |
| 627 | KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC | NEW YORK | 160432 | $6.27B | 73 | 2026-05-31 | → |
| 628 | FORESIGHT GLOBAL INVESTORS, INC. | PURCHASE | 281818 | $955.2M | 6 | 2026-03-31 | → |
| 629 | ALLIE FAMILY OFFICE LLC | MIAMI | 307144 | $1.32B | 11 | 2026-03-31 | → |
| 630 | SIMON QUICK ADVISORS, LLC | MORRISTOWN | 132330 | $9.01B | 97 | 2026-03-31 | → |
| 631 | GAM USA INC. | NEW YORK | 110458 | $1.55B | 14 | 2026-03-31 | → |
| 632 | PARK AVENUE SECURITIES LLC | NEW YORK | 46173 | $19.58B | 2,073 | 2026-06-30 | → |
| 633 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | ORLANDO | 135635 | $921.5M | 6 | 2026-04-30 | → |
| 634 | ORIX ADVISERS, LLC | NEW YORK | 307580 | $9.63B | 372 | 2026-06-30 | → |
| 635 | ODEON CAPITAL ADVISORS LLC | NEW YORK | 307619 | $967.5M | 14 | 2026-03-31 | → |
| 636 | BEAUMONT FINANCIAL ADVISORS, LLC | NEEDHAM | 322925 | $3.76B | 24 | 2026-03-31 | → |
| 637 | INDEPENDENT ADVISOR ALLIANCE, LLC | CHARLOTTE | 168267 | $17.23B | 251 | 2026-06-30 | → |
| 638 | ANGELO, GORDON & CO., L.P. | NEW YORK | 131940 | $115.94B | 1,096 | 2026-05-31 | → |
| 639 | FCA PARTNERS, LLC | CHARLOTTE | 322393 | $910.3M | 11 | 2026-03-31 | → |
| 640 | GRANAHAN INVESTMENT MANAGEMENT LLC | WALTHAM | 107745 | $2.36B | 20 | 2026-03-31 | → |
| 641 | GOODWIN CAPITAL ADVISERS, INC. | HARTFORD | 108290 | $986.6M | 9 | 2026-03-31 | → |
| 642 | NEWPORT CAPITAL GROUP, LLC | RED BANK | 144442 | $1.28B | 18 | 2026-03-31 | → |
| 643 | ARISTOTLE CAPITAL BOSTON, LLC | BOSTON | 173198 | $1.83B | 9 | 2026-03-31 | → |
| 644 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | HAUPPAUGE | 167243 | $883.7M | 5 | 2026-03-31 | → |
| 645 | LRI INVESTMENTS, LLC | PALM BEACH GARDENS | 323556 | $2.78B | 35 | 2026-02-28 | → |
| 646 | CREWCIAL PARTNERS LLC | NEW YORK | 131570 | $971.6M | 45 | 2026-04-30 | → |
| 647 | SMITH BROTHERS FINANCIAL, LLC | GLASTONBURY | 322951 | $1.11B | 7 | 2026-05-31 | → |
| 648 | ULLICO INVESTMENT ADVISORS, INC. | SILVER SPRING | 106628 | $13.92B | 92 | 2026-03-31 | → |
| 649 | GODWIN CAPITAL GROUP, LLC | ATLANTA | 316592 | $1.13B | 6 | 2026-03-31 | → |
| 650 | A&M PRIVATE WEALTH PARTNERS, LLC | WEST PALM BEACH | 331478 | $1.83B | 28 | 2026-03-31 | → |
| 651 | LVW ADVISORS, LLC | PITTSFORD | 159403 | $2.47B | 19 | 2026-03-31 | → |
| 652 | MAC ALPHA CAPITAL MANAGEMENT, LP | TAMPA | 311412 | $937.8M | 8 | 2026-03-31 | → |
| 653 | MOUNT LOGAN MANAGEMENT LLC | NEW YORK | 311161 | $1.98B | 120 | 2026-06-30 | → |
| 654 | HARBOR ADVISORS LLC | WEST PALM BEACH | 312432 | $851.7M | 1 | 2026-02-28 | → |
| 655 | BRADLEY FOSTER & SARGENT INC | HARTFORD | 106928 | $9.07B | 61 | 2026-04-30 | → |
| 656 | FAI CAPITAL MANAGEMENT | TAMPA | 147025 | $842.1M | 5 | 2026-03-31 | → |
| 657 | CHEVY CHASE TRUST COMPANY | BETHESDA | 110742 | $44.93B | 119 | 2026-03-31 | → |
| 658 | STRATEGIC FINANCIAL SERVICES, INC. | UTICA | 109677 | $2.81B | 39 | 2026-03-31 | → |
| 659 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | TYSONS CORNER | 313457 | $838.0M | 5 | 2026-03-31 | → |
| 660 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | NEW YORK | 106277 | $14.09B | 39 | 2026-05-31 | → |
| 661 | GUGGENHEIM INVESTMENT ADVISORS, LLC | NEW YORK | 108263 | $840.9M | 9 | 2026-03-31 | → |
| 662 | CARRICK LANE LLC | NEW YORK | 309148 | $3.03B | 6 | 2026-03-31 | → |
| 663 | SYNOVUS SECURITIES, INC. | COLUMBUS | 14023 | $8.45B | 280 | 2026-01-31 | → |
| 664 | REDBLACK ADVISERS, INC. | ORADELL | 151692 | $823.6M | 7 | 2026-03-31 | → |
| 665 | MJE - LOOP CAPITAL PARTNERS LLC | NEW YORK | 287638 | $2.04B | 19 | 2026-03-31 | → |
| 666 | INGALLS & SNYDER LLC | NEW YORK | 2288 | $7.83B | 92 | 2025-12-31 | → |
| 667 | EQT PARTNERS INC. | NEW YORK | 160179 | $39.20B | 192 | 2026-03-31 | → |
| 668 | ANCHORAGE CAPITAL ADVISORS, L.P. | NEW YORK | 328998 | $27.83B | 88 | 2026-05-31 | → |
| 669 | STARR PRIVATE EQUITY PARTNERS, LLC | NEW YORK | 297886 | $5.12B | 26 | 2026-05-31 | → |
| 670 | HUDSON STRUCTURED CAPITAL MANAGEMENT LTD. | STAMFORD | 282919 | $4.03B | 38 | 2026-03-31 | → |
| 671 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | JACKSONVILLE | 133507 | $911.3M | 29 | 2026-02-28 | → |
| 672 | STOCKBRIDGE PARTNERS LLC | BOSTON | 160674 | $5.41B | 20 | 2026-05-31 | → |
| 673 | CW ADVISORS, LLC | BOSTON | 310873 | $15.22B | 152 | 2026-05-31 | → |
| 674 | ETON ADVISORS GROUP, LLC | CHAPEL HILL | 289395 | $1.89B | 11 | 2026-03-31 | → |
| 675 | SILVERBACK ASSET MANAGEMENT, LLC | DURHAM | 141407 | $1.19B | 12 | 2026-03-31 | → |
| 676 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | BOSTON | 150900 | $12.56B | 79 | 2026-06-30 | → |
| 677 | GUARDIAN WEALTH ADVISORS, LLC | RALEIGH | 305412 | $2.74B | 50 | 2026-03-31 | → |
| 678 | GIA PARTNERS, LLC. | NEW YORK | 151207 | $1.06B | 10 | 2026-03-31 | → |
| 679 | RETIREMENT FUND MANAGEMENT, LLC | ATLANTA | 126573 | $769.7M | 4 | 2026-04-30 | → |
| 680 | NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. | NEW YORK | 116837 | $1.05B | 4 | 2026-05-31 | → |
| 681 | EVERCORE WEALTH MANAGEMENT, LLC | NEW YORK | 148399 | $15.52B | 97 | 2026-03-31 | → |
| 682 | AZIMUT INVESTMENT ADVISORS LLC | MIAMI | 134626 | $1.00B | 10 | 2026-05-31 | → |
| 683 | VIRTUS CAPITAL ADVISERS, LLC | HARTFORD | 107346 | $1.49B | 0 | 2026-06-30 | → |
| 684 | GREENWOOD CAPITAL ASSOCIATES, LLC | GREENWOOD | 115015 | $1.77B | 21 | 2026-04-30 | → |
| 685 | NASSAU ALTERNATIVE INVESTMENTS LLC | NEW YORK | 300006 | $1.43B | 6 | 2026-03-31 | → |
| 686 | GLOBALT INVESTMENTS LLC | ATLANTA | 328039 | $3.02B | 18 | 2026-04-30 | → |
| 687 | BLEAKLEY FINANCIAL GROUP, LLC | PARSIPPANY | 318366 | $15.13B | 205 | 2026-04-30 | → |
| 688 | SLR CAPITAL PARTNERS, LLC | NEW YORK | 146106 | $9.42B | 65 | 2026-03-31 | → |
| 689 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | TAMPA | 143608 | $2.45B | 39 | 2026-05-31 | → |
| 690 | FRANKLIN STREET ADVISORS, INC. | CHAPEL HILL | 106275 | $4.53B | 40 | 2026-05-31 | → |
| 691 | GTIS PARTNERS LP | NEW YORK | 156798 | $2.19B | 92 | 2026-06-30 | → |
| 692 | ESSEX FINANCIAL SERVICES, INC. | ESSEX | 127549 | $4.17B | 46 | 2025-12-31 | → |
| 693 | PIONEER FAMILY OFFICE, LLC | NORTH MIAMI BEACH | 142856 | $956.8M | 5 | 2026-04-30 | → |
| 694 | MILL CAPITAL MANAGEMENT, LLC | CONCORD | 312798 | $1.49B | 5 | 2026-02-28 | → |
| 695 | ARENA INVESTORS, LP | NEW YORK | 269854 | $2.99B | 180 | 2026-05-31 | → |
| 696 | DOUGLAS LANE & ASSOCIATES, LLC | NEW YORK | 282563 | $8.44B | 37 | 2026-03-31 | → |
| 697 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | BOSTON | 175100 | $4.62B | 22 | 2026-03-31 | → |
| 698 | HILTON CAPITAL MANAGEMENT, LLC | GARDEN CITY | 116357 | $3.16B | 27 | 2026-06-30 | → |
| 699 | BLACKHILL CAPITAL, INC | MORRISTOWN | 105208 | $2.00B | 4 | 2026-03-31 | → |
| 700 | FENIMORE ASSET MANAGEMENT, INC. | COBLESKILL | 110946 | $5.41B | 43 | 2026-01-31 | → |
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