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 | |
|---|---|---|---|---|---|---|---|
| 1201 | BT FAMILY OFFICE, LLC | ATLANTA | 305713 | $4.00B | 7 | 2026-03-31 | → |
| 1202 | NEW FRONTIER ADVISORS, LLC | BOSTON | 147181 | $3.99B | 16 | 2026-03-31 | → |
| 1203 | TRUARC PARTNERS, LP | NEW YORK | 312288 | $3.98B | 28 | 2026-06-30 | → |
| 1204 | BROOKLYN INVESTMENT GROUP, LLC | NEW YORK | 316475 | $3.98B | 23 | 2026-03-31 | → |
| 1205 | ADVUS FINANCIAL PARTNERS, LLC | WINTER PARK | 311990 | $3.97B | 16 | 2026-06-30 | → |
| 1206 | GLADE BROOK CAPITAL PARTNERS LLC | GREENWICH | 159807 | $3.96B | 18 | 2026-03-31 | → |
| 1207 | NWI MANAGEMENT LP | NEW YORK | 158366 | $3.95B | 13 | 2026-06-30 | → |
| 1208 | STERLING INVESTMENT PARTNERS ADVISERS, LLC | GREENWICH | 156946 | $3.94B | 24 | 2026-03-31 | → |
| 1209 | FORZA INVESTMENT GROUP, LP | SUMMIT | 329156 | $3.94B | 12 | 2026-05-31 | → |
| 1210 | MADISON AVENUE PARTNERS, LP | NEW YORK | 298610 | $3.93B | 7 | 2026-03-31 | → |
| 1211 | TIGER INFRASTRUCTURE PARTNERS LP | NEW YORK | 161551 | $3.93B | 32 | 2026-04-30 | → |
| 1212 | WEALTHCARE CAPITAL MANAGEMENT LLC | RICHMOND | 111119 | $3.93B | 54 | 2026-05-31 | → |
| 1213 | HILDRED CAPITAL MANAGEMENT, LLC | NEW YORK | 301293 | $3.92B | 31 | 2026-04-30 | → |
| 1214 | ATALANTA SOSNOFF MANAGEMENT, LLC | NEW YORK | 11085 | $3.91B | 37 | 2026-03-31 | → |
| 1215 | AVENUE EUROPE INTERNATIONAL MANAGEMENT, L.P. | NEW YORK | 131937 | $3.91B | 183 | 2026-05-31 | → |
| 1216 | CLINTON INVESTMENT MANAGEMENT, LLC | STAMFORD | 143599 | $3.91B | 14 | 2026-05-31 | → |
| 1217 | SHAOLIN CAPITAL MANAGEMENT LLC | MIAMI | 300095 | $3.89B | 14 | 2026-03-31 | → |
| 1218 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | TAMPA | 309550 | $3.88B | 58 | 2026-04-30 | → |
| 1219 | SKY HARBOR CAPITAL MANAGEMENT, LLC | GREENWICH | 159020 | $3.88B | 19 | 2025-03-31 | → |
| 1220 | HV MANCO, LLC | NEWARK | 315050 | $3.88B | 45 | 2026-03-31 | → |
| 1221 | 140 SUMMER PARTNERS LP | NEW YORK | 308929 | $3.87B | 14 | 2026-03-31 | → |
| 1222 | VOYA FINANCIAL ADVISORS, INC. | WINDSOR | 2882 | $3.87B | 638 | 2026-05-31 | → |
| 1223 | CYRUS CAPITAL PARTNERS, L.P. | NEW YORK | 136713 | $3.87B | 25 | 2026-03-31 | → |
| 1224 | IONIC CAPITAL MANAGEMENT LLC | NEW YORK | 156400 | $3.87B | 34 | 2026-03-31 | → |
| 1225 | DEFIANCE ETFS, LLC | MIAMI | 294410 | $3.86B | 7 | 2026-05-31 | → |
| 1226 | PALISADE CAPITAL MANAGEMENT, LP | FORT LEE | 104581 | $3.86B | 42 | 2026-05-31 | → |
| 1227 | LEFT LANE CAPITAL LLC | BROOKLYN | 309286 | $3.84B | 35 | 2026-03-31 | → |
| 1228 | CORMORANT ASSET MANAGEMENT, LP | BOSTON | 167820 | $3.84B | 12 | 2026-05-31 | → |
| 1229 | HSBC SECURITIES (USA) INC. | NEW YORK | 19585 | $3.84B | 490 | 2026-04-30 | → |
| 1230 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | GREENVILLE | 319289 | $3.83B | 9 | 2026-05-31 | → |
| 1231 | AVALA GLOBAL LP | NEW YORK | 323053 | $3.82B | 21 | 2026-06-30 | → |
| 1232 | WATERMARK GROUP, INC. | PRINCETON | 108272 | $3.82B | 22 | 2026-04-30 | → |
| 1233 | SCOPUS ASSET MANAGEMENT, L.P. | NEW YORK | 157518 | $3.82B | 19 | 2026-03-31 | → |
| 1234 | JEFFERIES CREDIT MANAGEMENT LLC | NEW YORK | 324525 | $3.82B | 26 | 2026-03-31 | → |
| 1235 | G. W. HENSSLER & ASSOCIATES, LTD | KENNESAW | 104545 | $3.81B | 88 | 2026-03-31 | → |
| 1236 | MILLER HOWARD INVESTMENTS INC | KINGSTON | 105800 | $3.81B | 34 | 2026-03-31 | → |
| 1237 | TIMUCUAN ASSET MANAGEMENT INC | JACKSONVILLE | 105899 | $3.81B | 10 | 2026-03-31 | → |
| 1238 | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | SPRINGFIELD | 155186 | $3.79B | 42 | 2026-03-31 | → |
| 1239 | HARBOR GROUP INTERNATIONAL, LLC | NORFOLK | 285895 | $3.79B | 293 | 2026-04-30 | → |
| 1240 | RICHARD BERNSTEIN ADVISORS LLC | NEW YORK | 153577 | $3.79B | 28 | 2026-06-30 | → |
| 1241 | SOUTHSTATE ADVISORY, INC. | COLUMBIA | 153113 | $3.78B | 22 | 2025-06-30 | → |
| 1242 | HOLBROOK HOLDINGS, INC. | ATLANTA | 283258 | $3.78B | 14 | 2026-02-28 | → |
| 1243 | SENTINEL FUND ADVISORS, INC. | NEW YORK | 327262 | $3.78B | 178 | 2026-03-31 | → |
| 1244 | HEALTHCARE ROYALTY MANAGEMENT, LLC | STAMFORD | 169355 | $3.78B | 23 | 2026-04-30 | → |
| 1245 | PLEXUS CAPITAL, LLC | RALEIGH | 310241 | $3.77B | 50 | 2026-03-31 | → |
| 1246 | BEAUMONT FINANCIAL ADVISORS, LLC | NEEDHAM | 322925 | $3.76B | 24 | 2026-03-31 | → |
| 1247 | 10TH LANE PARTNERS, LP | NEW YORK | 160822 | $3.76B | 46 | 2026-03-31 | → |
| 1248 | HOWLAND CAPITAL MANAGEMENT LLC | BOSTON | 104726 | $3.74B | 35 | 2026-03-31 | → |
| 1249 | ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC | NEW YORK | 299542 | $3.73B | 32 | 2026-03-31 | → |
| 1250 | FALFURRIAS MANAGEMENT PARTNERS LP | CHARLOTTE | 163076 | $3.71B | 55 | 2026-03-31 | → |
| 1251 | ANCHORAGE CAPITAL GROUP, L.L.C. | NEW YORK | 135657 | $3.71B | 93 | 2026-03-31 | → |
| 1252 | MIDOCEAN US ADVISOR, L.P. | NEW YORK | 151488 | $3.70B | 40 | 2026-03-31 | → |
| 1253 | 57 STARS LLC | ARLINGTON | 135202 | $3.70B | 24 | 2026-03-31 | → |
| 1254 | CAMBER CAPITAL MANAGEMENT LP | BOSTON | 298070 | $3.68B | 8 | 2025-04-30 | → |
| 1255 | FOURTH SAIL CAPITAL US LP | BOCA RATON | 332445 | $3.67B | 3 | 2026-03-31 | → |
| 1256 | LUMINT CORPORATION | BOSTON | 324443 | $3.67B | 14 | 2026-03-31 | → |
| 1257 | SOLEUS CAPITAL MANAGEMENT, L.P. | GREENWICH | 294459 | $3.66B | 23 | 2026-04-30 | → |
| 1258 | TGM ASSOCIATES L.P. | NEW YORK | 108905 | $3.66B | 35 | 2026-04-30 | → |
| 1259 | CALEDONIA US, LP | NEW YORK | 291463 | $3.66B | 30 | 2026-03-31 | → |
| 1260 | BCSF ADVISORS, LP | BOSTON | 282092 | $3.65B | 682 | 2026-03-31 | → |
| 1261 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | NEW YORK | 166459 | $3.64B | 10 | 2026-03-31 | → |
| 1262 | S3 CAPITAL ADVISORS LLC | NEW YORK | 322956 | $3.64B | 39 | 2026-01-31 | → |
| 1263 | PALLADIUM EQUITY PARTNERS ADVISOR, LLC | NEW YORK | 159061 | $3.60B | 45 | 2026-03-31 | → |
| 1264 | AXAR CAPITAL MANAGEMENT LP | NEW YORK | 217520 | $3.60B | 13 | 2026-06-30 | → |
| 1265 | SAX WEALTH ADVISORS, LLC | PARSIPPANY | 119193 | $3.60B | 39 | 2026-06-30 | → |
| 1266 | THE BURNEY COMPANY | RESTON | 106945 | $3.59B | 46 | 2026-03-31 | → |
| 1267 | COURIER CAPITAL, LLC | BUFFALO | 282485 | $3.59B | 26 | 2026-03-31 | → |
| 1268 | OHA PRIVATE CREDIT ADVISORS LLC | NEW YORK | 319664 | $3.58B | 435 | 2026-03-31 | → |
| 1269 | MPM ASSET MANAGEMENT LLC | BOSTON | 148467 | $3.56B | 50 | 2026-04-30 | → |
| 1270 | JAHD MANAGEMENT COMPANY, LLC | BOSTON | 282189 | $3.56B | 21 | 2026-03-31 | → |
| 1271 | APOLLO MANAGER, LLC | NEW YORK | 327828 | $3.56B | 3,564 | 2026-03-31 | → |
| 1272 | QUAD-C MANAGEMENT, INC. | CHARLOTTESVILLE | 161395 | $3.55B | 33 | 2026-03-31 | → |
| 1273 | DHM PARTNERS LLC | BOSTON | 339223 | $3.55B | 40 | 2026-03-31 | → |
| 1274 | BURKEHILL GLOBAL MANAGEMENT, LP | NEW YORK | 316398 | $3.54B | 16 | 2026-03-31 | → |
| 1275 | MILL POINT CAPITAL LLC | NEW YORK | 290266 | $3.53B | 33 | 2026-04-30 | → |
| 1276 | BREAKWALL INVESTMENT ADVISOR LLC | PORT WASHINGTON | 328990 | $3.52B | 9 | 2026-05-31 | → |
| 1277 | PATHLIGHT CAPITAL LP | BOSTON | 291106 | $3.52B | 30 | 2026-03-31 | → |
| 1278 | GREENWICH WEALTH MANAGEMENT LLC | GREENWICH | 142820 | $3.52B | 13 | 2026-03-31 | → |
| 1279 | BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC | NEW YORK | 137813 | $3.51B | 19 | 2026-06-30 | → |
| 1280 | EQUITY INVESTMENT CORPORATION | ATLANTA | 283930 | $3.51B | 27 | 2026-03-31 | → |
| 1281 | GLOBAL FOREST PARTNERS LP | LEBANON | 127064 | $3.50B | 24 | 2026-04-30 | → |
| 1282 | SYSTEMATIC ALPHA INVESTMENTS, LLC | PRINCETON | 297693 | $3.49B | 1 | 2026-03-31 | → |
| 1283 | 1607 CAPITAL PARTNERS, LLC | RICHMOND | 144758 | $3.49B | 15 | 2026-03-31 | → |
| 1284 | AEA INVESTORS SBF LP | NEW YORK | 132753 | $3.48B | 157 | 2026-06-30 | → |
| 1285 | FCP FUND MANAGER, L.P. | CHEVY CHASE | 161468 | $3.48B | 75 | 2026-05-31 | → |
| 1286 | ARBOR INVESTMENTS MANAGEMENT, LLC | PALM BEACH | 157442 | $3.48B | 29 | 2026-05-31 | → |
| 1287 | DOUBLELINE ALTERNATIVES LP | TAMPA | 175212 | $3.47B | 171 | 2026-03-31 | → |
| 1288 | CLOVER CREDIT MANAGEMENT, LLC | NEW YORK | 307632 | $3.47B | 711 | 2026-03-31 | → |
| 1289 | PALISTAR CAPITAL LP | NEW YORK | 300897 | $3.47B | 30 | 2026-03-31 | → |
| 1290 | BILTMORE FAMILY OFFICE, LLC | CHARLOTTE | 167174 | $3.47B | 24 | 2026-03-31 | → |
| 1291 | CARRET ASSET MANAGEMENT, LLC | NEW YORK | 131445 | $3.46B | 22 | 2026-06-30 | → |
| 1292 | BLUEROCK FUND ADVISOR, LLC | NEW YORK | 165015 | $3.46B | 11 | 2026-03-31 | → |
| 1293 | SAGE, RUTTY & CO., INC. | ROCHESTER | 3254 | $3.46B | 36 | 2026-03-31 | → |
| 1294 | TANDEM INVESTMENT ADVISORS INC | CHARLESTON | 109392 | $3.45B | 18 | 2026-05-31 | → |
| 1295 | DIAMETER PRINCIPAL FINANCE LLC | NEW YORK | 328057 | $3.45B | 119 | 2026-04-30 | → |
| 1296 | MOORS & CABOT, INC. | BOSTON | 594 | $3.44B | 121 | 2025-09-30 | → |
| 1297 | CARRONADE CAPITAL MANAGEMENT, LP | DARIEN | 309174 | $3.43B | 17 | 2026-03-31 | → |
| 1298 | CEREDEX VALUE ADVISORS LLC | WINTER PARK | 146023 | $3.43B | 13 | 2026-03-31 | → |
| 1299 | FLAGSHIP HARBOR ADVISORS, LLC | BOSTON | 155733 | $3.42B | 61 | 2026-05-31 | → |
| 1300 | COLTER LEWIS INVESTMENT PARTNERS LLC | GREENWICH | 297213 | $3.41B | 18 | 2026-03-31 | → |
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