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 | |
|---|---|---|---|---|---|---|---|
| 801 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | LAKELAND | 104914 | $2.89B | 60 | 2026-03-31 | → |
| 802 | MANA ADVISORS LLC | NEW YORK | 284792 | $509.0M | 4 | 2026-03-31 | → |
| 803 | WILLOW TREE CREDIT PARTNERS LP | NEW YORK | 287810 | $2.80B | 21 | 2026-03-31 | → |
| 804 | CC MANAGEMENT GP, LLC | CHARLOTTE | 168693 | $1.39B | 17 | 2026-03-31 | → |
| 805 | OPTI CAPITAL MANAGEMENT LP | NEW YORK | 292742 | $1.76B | 6 | 2026-03-31 | → |
| 806 | EASTERLY INVESTMENT PARTNERS LLC | BEVERLY | 299607 | $2.83B | 27 | 2026-04-30 | → |
| 807 | MONTROSE ADVISORS INCORPORATED | NEW YORK | 105918 | $670.8M | 5 | 2026-03-31 | → |
| 808 | ADVOCACY WEALTH MANAGEMENT, LLC | ATLANTA | 141943 | $3.24B | 36 | 2026-03-31 | → |
| 809 | BLUESHIFT ASSET MANAGEMENT, LLC | RED BANK | 290637 | $694.4M | 13 | 2026-03-31 | → |
| 810 | LIONHEART STRATEGIC MANAGEMENT, LLC | NEW YORK | 314990 | $508.7M | 14 | 2026-03-31 | → |
| 811 | ABS INVESTMENT MANAGEMENT LLC | STAMFORD | 127290 | $10.48B | 47 | 2026-06-30 | → |
| 812 | DAHER CAPITAL GROUP, LLC | JUPITER | 341516 | $490.0M | 1 | 2026-05-31 | → |
| 813 | GILMAN HILL ASSET MANAGEMENT, LLC | NEW CANAAN | 143970 | $1.24B | 10 | 2026-03-31 | → |
| 814 | 1505 CAPITAL LLC | NEW YORK | 298880 | $485.7M | 11 | 2026-03-31 | → |
| 815 | REEDMARK ADVISORS, LLC | SOMERVILLE | 173760 | $564.6M | 12 | 2026-03-31 | → |
| 816 | PARADIGM CAPITAL MANAGEMENT, INC. | ALBANY | 107982 | $2.38B | 12 | 2026-03-31 | → |
| 817 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | SYRACUSE | 115754 | $1.84B | 18 | 2026-03-31 | → |
| 818 | FIRST NATIONAL ADVISORS LLC | ROCKLAND | 120859 | $1.37B | 10 | 2025-02-28 | → |
| 819 | ZEGA INVESTMENTS, LLC | PALM BEACH GARDENS | 330428 | $614.0M | 10 | 2026-03-31 | → |
| 820 | AUREON PARTNERS LLC | NEW YORK | 338348 | $481.0M | 7 | 2026-03-31 | → |
| 821 | ENTRUST GLOBAL PARTNERS LLC | NEW YORK | 107940 | $11.82B | 137 | 2026-03-31 | → |
| 822 | MAXIM CAPITAL GROUP, LLC | NEW YORK | 288321 | $2.19B | 19 | 2026-04-30 | → |
| 823 | REDDING RIDGE ASSET MANAGEMENT LLC | NEW YORK | 283058 | $33.32B | 67 | 2026-04-30 | → |
| 824 | INDIVISIBLE PARTNERS, LLC | CLEARWATER | 332431 | $2.08B | 24 | 2026-05-31 | → |
| 825 | HOWLAND CAPITAL MANAGEMENT LLC | BOSTON | 104726 | $3.74B | 35 | 2026-03-31 | → |
| 826 | WILKINSON GLOBAL ASSET MANAGEMENT LLC | NEW YORK | 292470 | $1.88B | 13 | 2026-04-30 | → |
| 827 | BRIGHTSIDE CAPITAL PARTNERS LLC | LANTANA | 338288 | $472.8M | 12 | 2026-03-31 | → |
| 828 | LIBREMAX CAPITAL, LLC | NEW YORK | 155486 | $13.87B | 74 | 2026-03-31 | → |
| 829 | OSAIC ADVISORY SERVICES, LLC | ATLANTA | 171070 | $15.48B | 2,180 | 2026-06-30 | → |
| 830 | SILVANT CAPITAL MANAGEMENT LLC | ATLANTA | 146025 | $3.04B | 8 | 2026-03-31 | → |
| 831 | CASTLEKEEP INVESTMENT ADVISORS LLC | WESTPORT | 111656 | $920.8M | 5 | 2026-03-31 | → |
| 832 | QP CONSULTING, LLC | TAKOMA PARK | 129601 | $559.6M | 2 | 2026-01-31 | → |
| 833 | LPL ENTERPRISE, LLC | FORT MILL | 8733 | $24.94B | 5,215 | 2026-03-31 | → |
| 834 | ST. JAMES INVESTMENT ADVISORS, LLC | PORT JEFFERSON | 283880 | $511.5M | 7 | 2026-02-28 | → |
| 835 | CONCISE CAPITAL MANAGEMENT, LP | MIAMI | 145778 | $838.6M | 12 | 2026-05-31 | → |
| 836 | RUSH ISLAND MANAGEMENT, LP | NEW YORK | 291275 | $2.02B | 7 | 2026-03-31 | → |
| 837 | SB ADVISORY, LLC | ATLANTA | 154680 | $1.10B | 35 | 2026-06-30 | → |
| 838 | OMNI BRIDGEWAY MANAGEMENT (USA) LLC | NEW YORK | 298001 | $2.15B | 26 | 2026-06-30 | → |
| 839 | RITHOLTZ WEALTH MANAGEMENT | NEW YORK | 168652 | $7.70B | 83 | 2026-05-31 | → |
| 840 | JAFFA CAPITAL MANAGEMENT LLC | CLIFTON | 325411 | $597.2M | 14 | 2026-03-31 | → |
| 841 | TABOR ASSET MANAGEMENT, LP | NEW YORK | 304666 | $577.2M | 6 | 2026-03-31 | → |
| 842 | 10X CAPITAL PARTNERS LLC | NEW YORK | 332547 | $1.01B | 2 | 2026-03-31 | → |
| 843 | POWER SUSTAINABLE MANAGER US, INC. | MIAMI | 325145 | $1.07B | 31 | 2026-03-31 | → |
| 844 | WHITESTAR ADVISORS, LLC | BOCA RATON | 124627 | $454.5M | 8 | 2026-03-31 | → |
| 845 | RISKBRIDGE ADVISORS, LLC | NORWALK | 310396 | $898.3M | 15 | 2026-03-31 | → |
| 846 | SAXON WOODS ADVISORS LLC | PURCHASE | 109686 | $669.6M | 12 | 2026-03-31 | → |
| 847 | ARK INVESTMENT MANAGEMENT LLC | ST. PETERSBURG | 169525 | $15.98B | 58 | 2026-04-30 | → |
| 848 | VISE AI ADVISORS, LLC | NEW YORK CITY | 301761 | $8.53B | 44 | 2026-06-30 | → |
| 849 | AKRE CAPITAL MANAGEMENT, LLC | MIDDLEBURG | 109242 | $11.82B | 12 | 2026-06-30 | → |
| 850 | TRG ADVISORS, INC. | LAKEWOOD RANCH | 297171 | $547.7M | 3 | 2025-03-31 | → |
| 851 | DISCERENE GROUP LP | STAMFORD | 154396 | $2.53B | 11 | 2026-03-31 | → |
| 852 | ISOMETRY CAPITAL, LLC | NEW YORK | 307544 | $1.01B | 16 | 2026-03-31 | → |
| 853 | CH GLOBAL CAPITAL MANAGEMENT, LLC | NEW YORK | 283431 | $529.1M | 5 | 2026-03-31 | → |
| 854 | LOOM CAPITAL MANAGEMENT LLC | NEW YORK | 174093 | $570.8M | 2 | 2026-03-31 | → |
| 855 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | WHITE PLAINS | 111479 | $441.7M | 5 | 2026-03-31 | → |
| 856 | EHRENKRANZ PARTNERS L.P. | NEW YORK | 131728 | $21.54B | 46 | 2026-06-30 | → |
| 857 | MV CAPITAL MANAGEMENT, INC. | BETHESDA | 139034 | $1.44B | 8 | 2026-03-31 | → |
| 858 | ASTORIA PORTFOLIO ADVISORS LLC | NEW YORK | 288271 | $977.6M | 9 | 2026-03-31 | → |
| 859 | FOUNDERS FINANCIAL SECURITIES, LLC | TOWSON | 137945 | $4.14B | 139 | 2026-04-30 | → |
| 860 | NEXT CAPITAL MANAGEMENT LLC | NEW YORK | 110793 | $2.14B | 23 | 2026-01-31 | → |
| 861 | GOTHAM ASSET MANAGEMENT, LLC | NEW YORK | 149335 | $30.03B | 56 | 2026-05-31 | → |
| 862 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY | NEW YORK | 15356 | $434.1M | 734 | 2026-03-31 | → |
| 863 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | NEW YORK | 144537 | $18.79B | 711 | 2026-05-31 | → |
| 864 | TWEEDY, BROWNE COMPANY LLC | STAMFORD | 6857 | $7.13B | 39 | 2026-06-30 | → |
| 865 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | NEW YORK | 300359 | $907.6M | 46 | 2026-06-30 | → |
| 866 | GALAXY DIGITAL CAPITAL MANAGEMENT LP | NEW YORK | 293908 | $1.72B | 61 | 2026-04-30 | → |
| 867 | CONSTITUTION CAPITAL EQUITY PARTNERS LP | ANDOVER | 147248 | $5.27B | 67 | 2026-05-31 | → |
| 868 | RED OAK FINANCIAL GROUP, LLC | TOWSON | 166912 | $1.04B | 20 | 2026-05-31 | → |
| 869 | GLG LLC | NEW YORK | 138802 | $7.04B | 29 | 2026-03-31 | → |
| 870 | CLOUGH CAPITAL PARTNERS, LP | BOSTON | 131257 | $1.51B | 11 | 2026-03-31 | → |
| 871 | MEYER HANDELMAN COMPANY LLC | RYE BROOK | 107309 | $3.24B | 18 | 2026-03-31 | → |
| 872 | MAREK CAPITAL MANAGEMENT LP | NEW YORK | 333745 | $422.4M | 9 | 2026-03-31 | → |
| 873 | REDWOOD INVESTMENTS, LLC | BOSTON | 133028 | $710.1M | 6 | 2026-05-31 | → |
| 874 | ASSET STRATEGY ADVISORS, LLC | WAYLAND | 139879 | $649.3M | 10 | 2026-03-31 | → |
| 875 | ZWJ INVESTMENT COUNSEL INC | ATLANTA | 110397 | $4.23B | 20 | 2026-03-31 | → |
| 876 | ASHFORD CAPITAL MANAGEMENT INC | WILMINGTON | 110696 | $965.8M | 14 | 2025-12-31 | → |
| 877 | LANDSEER ADVISORS LLC | PRINCETON | 309937 | $415.2M | 5 | 2026-03-31 | → |
| 878 | NICHOLAS HOFFMAN & COMPANY, LLC | ATLANTA | 144516 | $8.26B | 26 | 2026-03-31 | → |
| 879 | FEDERATED MDTA LLC | BOSTON | 109355 | $25.95B | 21 | 2026-05-31 | → |
| 880 | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | PLAINVIEW | 126685 | $464.3M | 3 | 2025-12-31 | → |
| 881 | WEALTHSPRING CAPITAL LLC | WEST HARRISON | 301040 | $515.0M | 5 | 2026-06-30 | → |
| 882 | ZEVIN ASSET MANAGEMENT, LLC | BOSTON | 165269 | $1.02B | 15 | 2026-03-31 | → |
| 883 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | NEW YORK | 166616 | $409.9M | 7 | 2026-03-31 | → |
| 884 | PRIMETRUST ADVISORS LLC | GREENVILLE | 141625 | $421.6M | 3 | 2026-03-31 | → |
| 885 | SALEM INVESTMENT COUNSELORS INC | WINSTON SALEM | 104855 | $4.19B | 18 | 2026-03-31 | → |
| 886 | HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC | NEW YORK | 288671 | $490.0M | 2 | 2026-03-31 | → |
| 887 | AMERICAN INVESTMENT SERVICES INC | GREAT BARRINGTON | 110043 | $1.07B | 10 | 2026-03-31 | → |
| 888 | AMERICAN TRIPLE I, LLC | NEW YORK | 318463 | $832.2M | 11 | 2026-03-31 | → |
| 889 | GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. | FAIRFAX | 339382 | $400.0M | 1 | 2026-03-31 | → |
| 890 | BRAINVEST WEALTH MANAGEMENT LLC | MIAMI | 289743 | $690.9M | 8 | 2026-04-30 | → |
| 891 | QUANTITATIVE PROCESS, LLC | CHARLOTTE | 165699 | $502.1M | 3 | 2026-02-28 | → |
| 892 | ARS INVESTMENT PARTNERS, LLC | NEW YORK | 5845 | $2.71B | 18 | 2026-04-30 | → |
| 893 | WASHINGTON TRUST ADVISORS, INC. | WELLESLEY | 110407 | $2.39B | 21 | 2026-05-31 | → |
| 894 | HAZARD & SIEGEL ADVISORY SERVICES LLC | DEWITT | 151462 | $449.8M | 24 | 2026-03-31 | → |
| 895 | ABNER HERRMAN & BROCK, LLC | JERSEY CITY | 8517 | $2.74B | 13 | 2026-06-30 | → |
| 896 | SAGARD HOLDINGS MANAGER (US) LLC | NEW YORK CITY | 322374 | $1.41B | 41 | 2026-03-31 | → |
| 897 | TRI LOCUM PARTNERS LP | NEW YORK | 309678 | $1.09B | 8 | 2026-04-30 | → |
| 898 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | NEW YORK | 169293 | $402.4M | 5 | 2026-03-31 | → |
| 899 | FLORIDA ATLANTIC SECURITIES CORP. | MIAMI | 43272 | $590.0M | 4 | 2026-06-30 | → |
| 900 | SAFE HARBOR FAMILY CAPITAL, LLC | CHAPEL HILL | 317547 | $613.9M | 3 | 2026-03-31 | → |
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