Research Report · 2026-06-30
Largest Registered Investment Advisers in the East Coast
SEC-registered investment advisers based in the East Coast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
6,740
Total AUM
$82.21T
Median AUM
$529.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1001 | CANDLESTICK CAPITAL MANAGEMENT LP | GREENWICH | 305218 | $5.16B | 40 | 2025-03-31 | → |
| 1002 | INSIGNEO ADVISORY SERVICES, LLC | MIAMI | 282589 | $5.16B | 223 | 2026-06-30 | → |
| 1003 | ASSET STRATEGY CONSULTANTS LLC | HUNT VALLEY | 110800 | $5.16B | 14 | 2026-06-30 | → |
| 1004 | JEFFERIES INVESTMENT ADVISERS LLC | NEW YORK | 325421 | $5.15B | 119 | 2026-06-30 | → |
| 1005 | ALTAMAR PARTNERS NORTH AMERICA LLC | NEW YORK | 283144 | $5.15B | 11 | 2026-03-31 | → |
| 1006 | GEMSPRING CAPITAL MANAGEMENT, LP | WESTPORT | 285081 | $5.14B | 81 | 2026-03-31 | → |
| 1007 | NUT TREE CAPITAL MANAGEMENT, LP | NEW YORK | 282219 | $5.12B | 13 | 2026-03-31 | → |
| 1008 | STARR PRIVATE EQUITY PARTNERS, LLC | NEW YORK | 297886 | $5.12B | 26 | 2026-05-31 | → |
| 1009 | CORIENT IA LLC | MIAMI | 326262 | $5.11B | 100 | 2026-06-30 | → |
| 1010 | DURATION CAPITAL PARTNERS LLC | NEW YORK | 329842 | $5.11B | 18 | 2026-03-31 | → |
| 1011 | BAYPINE HOLDINGS LP | BOSTON | 311154 | $5.10B | 55 | 2026-03-31 | → |
| 1012 | MORAN WEALTH MANAGEMENT, LLC | NAPLES | 319208 | $5.10B | 56 | 2026-06-30 | → |
| 1013 | ALIYA CAPITAL PARTNERS LLC | MIAMI | 305988 | $5.09B | 18 | 2026-05-31 | → |
| 1014 | INDUS CAPITAL PARTNERS, LLC | NEW YORK | 133738 | $5.09B | 59 | 2026-03-31 | → |
| 1015 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | WINDSOR | 285390 | $5.09B | 6 | 2025-05-31 | → |
| 1016 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | WELLESLEY | 133790 | $5.09B | 21 | 2026-03-31 | → |
| 1017 | PENNINGTON PARTNERS & CO., LLC | BETHESDA | 282688 | $5.09B | 36 | 2026-04-30 | → |
| 1018 | CARRINGTON CAPITAL MANAGEMENT, LLC | OLD GREENWICH | 130813 | $5.08B | 43 | 2026-03-31 | → |
| 1019 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | RENSSELAER | 36026 | $5.06B | 11 | 2026-03-31 | → |
| 1020 | NEWPORT GROUP CONSULTING, LLC | LAKE MARY | 140944 | $5.05B | 31 | 2026-03-31 | → |
| 1021 | MAPLELANE CAPITAL, LLC | NEW YORK | 159894 | $5.05B | 16 | 2026-04-30 | → |
| 1022 | LUXOR CAPITAL GROUP, LP | NEW YORK | 138253 | $5.04B | 39 | 2026-06-30 | → |
| 1023 | MSR CAPITAL PARTNERS, LLC | NEW YORK | 318983 | $5.04B | 13 | 2026-06-30 | → |
| 1024 | COASTAL BRIDGE ADVISORS, LLC | WESTPORT | 152569 | $5.02B | 46 | 2026-03-31 | → |
| 1025 | BOSTON FINANCIAL MANAGEMENT LLC | BOSTON | 112360 | $5.01B | 49 | 2025-03-31 | → |
| 1026 | FINEPOINT CAPITAL LP | BOSTON | 170668 | $5.01B | 23 | 2026-03-31 | → |
| 1027 | SAVVY ADVISORS, INC. | NEW YORK | 318493 | $5.00B | 170 | 2026-03-31 | → |
| 1028 | BRAIDWELL LP | STAMFORD | 316988 | $4.98B | 32 | 2026-03-31 | → |
| 1029 | JV MANAGEMENT LLC | NEW YORK | 313398 | $4.98B | 25 | 2026-05-31 | → |
| 1030 | ATALANTA SOSNOFF CAPITAL, LLC | NEW YORK | 104880 | $4.98B | 37 | 2026-03-31 | → |
| 1031 | HOUND PARTNERS, LLC | NEW YORK | 155551 | $4.98B | 28 | 2026-03-31 | → |
| 1032 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | BOCA RATON | 113833 | $4.97B | 13 | 2026-04-30 | → |
| 1033 | AVENUE CAPITAL MANAGEMENT II, L.P. | NEW YORK | 111845 | $4.97B | 183 | 2026-05-31 | → |
| 1034 | NORTHCOAST ASSET MANAGEMENT LLC | STAMFORD | 282241 | $4.97B | 45 | 2026-06-30 | → |
| 1035 | 20 GATES MANAGEMENT LLC | NEW YORK | 155480 | $4.97B | 10 | 2026-03-31 | → |
| 1036 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | COLUMBIA | 165306 | $4.96B | 38 | 2026-05-31 | → |
| 1037 | IMPACTASSETS CAPITAL PARTNERS PB LLC | BETHESDA | 317840 | $4.95B | 15 | 2026-06-30 | → |
| 1038 | MC CREDIT PARTNERS LP | STAMFORD | 167929 | $4.94B | 37 | 2026-05-31 | → |
| 1039 | FIDUCIARYVEST, LLC | ATLANTA | 134351 | $4.93B | 10 | 2026-03-31 | → |
| 1040 | TEXAS YALE CAPITAL CORP. | ST. PETERSBURG | 126992 | $4.92B | 7 | 2026-05-31 | → |
| 1041 | SENATOR INVESTMENT GROUP LP | NEW YORK | 160935 | $4.92B | 26 | 2026-03-31 | → |
| 1042 | AGF INVESTMENTS LLC | BOSTON | 153781 | $4.92B | 33 | 2026-06-30 | → |
| 1043 | STASH INVESTMENTS LLC | NEW YORK | 226550 | $4.92B | 124 | 2026-04-30 | → |
| 1044 | GRANGER MANAGEMENT LLC | NEW YORK | 168096 | $4.92B | 12 | 2026-03-31 | → |
| 1045 | ADVANTAGE ADVISERS MULTI-MANAGER, L.L.C. | NEW YORK | 108178 | $4.91B | 18 | 2026-05-31 | → |
| 1046 | SWISS RE INSURANCE-LINKED INVESTMENT ADVISORS CORPORATION | NEW YORK | 318811 | $4.91B | 21 | 2026-06-30 | → |
| 1047 | G10 LLC | HUNT VALLEY | 322876 | $4.91B | 49 | 2026-05-31 | → |
| 1048 | EULAV ASSET MANAGEMENT | SARASOTA | 156397 | $4.90B | 14 | 2025-07-31 | → |
| 1049 | EDGESTREAM PARTNERS, L.P. | PRINCETON | 166338 | $4.89B | 40 | 2026-03-31 | → |
| 1050 | GHISALLO CAPITAL MANAGEMENT LLC | BOSTON | 309856 | $4.89B | 39 | 2026-06-30 | → |
| 1051 | J. GOLDMAN & CO., L.P. | NEW YORK | 157465 | $4.87B | 112 | 2026-03-31 | → |
| 1052 | LUCID MANAGEMENT AND CAPITAL PARTNERS LP | NEW YORK | 287883 | $4.87B | 16 | 2026-03-31 | → |
| 1053 | TACONIC CAPITAL ADVISORS L.P. | NEW YORK | 137295 | $4.86B | 47 | 2026-03-31 | → |
| 1054 | HILL CITY CAPITAL LP | BOSTON | 306709 | $4.86B | 7 | 2026-04-30 | → |
| 1055 | ENERGY IMPACT PARTNERS LP | NEW YORK | 282373 | $4.86B | 106 | 2026-03-31 | → |
| 1056 | HERITAGE WEALTH ADVISORS, LLC | RICHMOND | 137484 | $4.86B | 36 | 2026-05-31 | → |
| 1057 | BRIGHTSTAR CAPITAL PARTNERS, L.P. | NEW YORK | 283313 | $4.85B | 61 | 2026-03-31 | → |
| 1058 | COMPOUND PLANNING, INC. | NEW YORK | 171787 | $4.85B | 119 | 2026-03-31 | → |
| 1059 | ENCOMPASS CAPITAL ADVISORS LLC | NEW YORK | 160113 | $4.84B | 19 | 2026-04-30 | → |
| 1060 | MACQUARIE WEALTH ADVISERS, LLC | NEW YORK | 141805 | $4.82B | 69 | 2026-06-30 | → |
| 1061 | SRB CORPORATION | BOSTON | 161163 | $4.82B | 4 | 2026-03-31 | → |
| 1062 | SIRIS CAPITAL GROUP, LLC | WEST PALM BEACH | 157798 | $4.81B | 24 | 2026-03-31 | → |
| 1063 | STAR ASIA MANAGEMENT LLC | MOUNT LAUREL | 162365 | $4.81B | 4 | 2026-04-30 | → |
| 1064 | ALESCO ADVISORS LLC | PITTSFORD | 108590 | $4.81B | 27 | 2025-03-31 | → |
| 1065 | DME CAPITAL MANAGEMENT, LP | NEW YORK | 157081 | $4.80B | 29 | 2026-05-31 | → |
| 1066 | CONTRARIAN CAPITAL MANAGEMENT LLC | GREENWICH | 109979 | $4.79B | 47 | 2026-03-31 | → |
| 1067 | LONGPOINT PARTNERS LP | BOSTON | 283800 | $4.79B | 32 | 2026-03-31 | → |
| 1068 | CLAROS REIT MANAGEMENT LP | NEW YORK | 292430 | $4.76B | 70 | 2026-03-31 | → |
| 1069 | THE ASCENT GROUP, LLC | VIRGINIA BEACH | 314424 | $4.76B | 44 | 2026-03-31 | → |
| 1070 | IFG ADVISORY, LLC | ATLANTA | 168012 | $4.76B | 187 | 2026-03-31 | → |
| 1071 | EAST ROCK CAPITAL, LLC | NEW YORK | 157433 | $4.76B | 38 | 2026-03-31 | → |
| 1072 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | NEW YORK | 107367 | $4.76B | 79 | 2026-06-30 | → |
| 1073 | GWN SECURITIES INC. | PALM BEACH GARDENS | 128929 | $4.75B | 707 | 2026-04-30 | → |
| 1074 | BC ADVISORS, LLC | MT. LAUREL | 142982 | $4.73B | 7 | 2026-03-31 | → |
| 1075 | SYMMETRY PARTNERS, LLC. | GLASTONBURY | 120982 | $4.73B | 52 | 2026-02-28 | → |
| 1076 | KINETIC PARTNERS MANAGEMENT, LP | MIAMI | 318097 | $4.73B | 15 | 2026-03-31 | → |
| 1077 | WASHINGTON HARBOUR PARTNERS LP | ARLINGTON | 309915 | $4.73B | 12 | 2026-03-31 | → |
| 1078 | ARMISTICE CAPITAL LLC | NEW YORK | 168978 | $4.72B | 30 | 2026-03-31 | → |
| 1079 | ACASTA PARTNERS US LLC | BOCA RATON | 335005 | $4.72B | 4 | 2026-02-28 | → |
| 1080 | KLINGENSTEIN, FIELDS & CO., L.P. | NEW YORK | 105907 | $4.70B | 39 | 2026-05-31 | → |
| 1081 | YAUPON CAPITAL MANAGEMENT LP | NEW YORK | 298556 | $4.68B | 20 | 2026-03-31 | → |
| 1082 | BRAGG FINANCIAL ADVISORS INC | CHARLOTTE | 108780 | $4.67B | 39 | 2026-03-31 | → |
| 1083 | SHELTER GROWTH CAPITAL PARTNERS LLC | STAMFORD | 170685 | $4.66B | 49 | 2026-03-31 | → |
| 1084 | ACRE MANAGER, LLC | NEW YORK | 311363 | $4.66B | 34 | 2026-03-31 | → |
| 1085 | GRAYPOINT LLC | ALBANY | 135950 | $4.65B | 69 | 2025-10-31 | → |
| 1086 | JOURNEY STRATEGIC WEALTH LLC | SUMMIT | 310648 | $4.64B | 31 | 2026-03-31 | → |
| 1087 | HERITAGE INVESTORS MANAGEMENT CORP | BETHESDA | 110420 | $4.63B | 22 | 2026-03-31 | → |
| 1088 | C-BRIDGE CAPITAL LLC | NEW YORK | 308376 | $4.63B | 8 | 2026-05-31 | → |
| 1089 | VERDENCE CAPITAL ADVISORS, LLC | HUNT VALLEY | 288512 | $4.63B | 52 | 2026-05-31 | → |
| 1090 | CAXTON ASSOCIATES (USA) LLC | NEW YORK | 132823 | $4.63B | 25 | 2026-03-31 | → |
| 1091 | BOWEN, HANES & CO INC | PONTE VEDRA BEACH | 105153 | $4.62B | 10 | 2026-02-28 | → |
| 1092 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | BOSTON | 175100 | $4.62B | 22 | 2026-03-31 | → |
| 1093 | TEMPLETON INVESTMENT COUNSEL, LLC | FT. LAUDERDALE | 111370 | $4.61B | 31 | 2026-06-30 | → |
| 1094 | SEVEN BRIDGES ADVISORS LLC | NEW YORK | 158722 | $4.61B | 23 | 2026-06-30 | → |
| 1095 | HAUSSMANN 1864 CAPITAL MANAGEMENT LLC | NEW YORK | 332278 | $4.60B | 5 | 2026-03-31 | → |
| 1096 | FUNDSTRAT CAPITAL LLC | NEW YORK | 332163 | $4.60B | 3 | 2026-03-31 | → |
| 1097 | STABLE ASSET MANAGEMENT LP | NEW YORK | 309966 | $4.60B | 21 | 2026-06-30 | → |
| 1098 | 1932 INVESTMENT MANAGEMENT, LLC | NEWARK | 337619 | $4.60B | 6 | 2026-05-31 | → |
| 1099 | NORTHEAST FINANCIAL CONSULTANTS, LLC | WESTPORT | 110361 | $4.59B | 8 | 2025-09-30 | → |
| 1100 | ARBOR REALTY COLLATERAL MANAGEMENT, LLC | UNIONDALE | 163425 | $4.58B | 50 | 2026-02-28 | → |
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