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 | |
|---|---|---|---|---|---|---|---|
| 1501 | STEEPROCK CAPITAL II LLC | GREENWICH | 172775 | $2.63B | 12 | 2026-06-30 | → |
| 1502 | THE PORTFOLIO STRATEGY GROUP, LLC | WHITE PLAINS | 166593 | $2.62B | 15 | 2026-03-31 | → |
| 1503 | AVANCE INVESTMENT MANAGEMENT, LLC | NEW YORK | 310749 | $2.62B | 25 | 2026-03-31 | → |
| 1504 | INGHAM RUSSELL INVESTMENT ADVISORS INC | MIAMI | 106299 | $2.62B | 10 | 2026-03-31 | → |
| 1505 | QUINN OPPORTUNITY PARTNERS LLC | CHARLOTTESVILLE | 167470 | $2.61B | 2 | 2026-04-30 | → |
| 1506 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | MIAMI | 317392 | $2.61B | 11 | 2026-03-31 | → |
| 1507 | LCG ASSOCIATES, INC. | ATLANTA | 105971 | $2.61B | 58 | 2026-03-31 | → |
| 1508 | BEDFORD RIDGE CAPITAL LP | NEW YORK | 310102 | $2.61B | 5 | 2026-03-31 | → |
| 1509 | MOTLEY FOOL ASSET MANAGEMENT, LLC | ALEXANDRIA | 149688 | $2.60B | 14 | 2025-12-31 | → |
| 1510 | RGM CAPITAL, LLC | NAPLES | 136634 | $2.60B | 7 | 2026-03-31 | → |
| 1511 | ZMC ADVISORS, L.P. | NEW YORK | 161274 | $2.58B | 20 | 2026-03-31 | → |
| 1512 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO | 144426 | $2.57B | 124 | 2026-01-31 | → |
| 1513 | BRIDGEWATER ADVISORS INC. | NEW YORK | 109826 | $2.57B | 24 | 2026-03-31 | → |
| 1514 | VESTAR CAPITAL PARTNERS, LLC | NEW YORK | 155953 | $2.57B | 29 | 2026-04-30 | → |
| 1515 | BREVET CAPITAL MANAGEMENT, LLC | NEW YORK | 151672 | $2.57B | 37 | 2026-06-30 | → |
| 1516 | DUNES POINT CAPITAL, L.P. | RYE | 172538 | $2.56B | 37 | 2026-03-31 | → |
| 1517 | BASSO CAPITAL MANAGEMENT, L.P. | STAMFORD | 132311 | $2.56B | 12 | 2026-05-31 | → |
| 1518 | GLASSMAN WEALTH SERVICES, LLC | VIENNA | 151478 | $2.56B | 21 | 2026-04-30 | → |
| 1519 | MAS ADVISORS LLC | CORAL GABLES | 165906 | $2.56B | 13 | 2026-03-31 | → |
| 1520 | AVENTAIL CAPITAL GROUP, LP | NEW YORK | 306333 | $2.55B | 23 | 2026-03-31 | → |
| 1521 | UNIFI ASSET MANAGEMENT LP | NEW YORK | 330942 | $2.54B | 16 | 2026-06-30 | → |
| 1522 | PHASE 3 CAPITAL MANAGEMENT LLC | BOCA RATON | 294408 | $2.54B | 9 | 2026-03-31 | → |
| 1523 | STRATEGIC BLUEPRINT, LLC | ATLANTA | 284840 | $2.54B | 56 | 2026-05-31 | → |
| 1524 | DISCERENE GROUP LP | STAMFORD | 154396 | $2.53B | 11 | 2026-03-31 | → |
| 1525 | FIDUCIARY ALLIANCE LLC | GREENVILLE | 284924 | $2.53B | 76 | 2026-06-30 | → |
| 1526 | ICON INFRASTRUCTURE NORTH AMERICA INC. | NEW YORK | 306800 | $2.52B | 17 | 2026-06-30 | → |
| 1527 | TWINBEECH CAPITAL LP | PURCHASE | 298583 | $2.52B | 7 | 2026-03-31 | → |
| 1528 | AMULET CAPITAL PARTNERS, L.P. | GREENWICH | 172012 | $2.52B | 26 | 2026-03-31 | → |
| 1529 | ARCUS CAPITAL PARTNERS, LLC | ATLANTA | 147346 | $2.51B | 15 | 2026-03-31 | → |
| 1530 | ATHYRIUM CAPITAL MANAGEMENT LP | NEW YORK | 161528 | $2.51B | 20 | 2026-03-31 | → |
| 1531 | NEW AGE ALPHA ADVISORS, LLC | RYE | 299011 | $2.51B | 42 | 2026-02-28 | → |
| 1532 | WILLOWRIDGE PARTNERS, INC. | NEW YORK | 157116 | $2.51B | 18 | 2026-03-31 | → |
| 1533 | THE ELECTRUM GROUP LLC | NEW YORK | 161407 | $2.50B | 14 | 2026-03-31 | → |
| 1534 | AZORA CAPITAL LP | MIAMI | 287621 | $2.50B | 16 | 2026-03-31 | → |
| 1535 | PATIENT CAPITAL MANAGEMENT, LLC | BALTIMORE | 307336 | $2.50B | 10 | 2026-03-31 | → |
| 1536 | METALMARK MANAGEMENT II LLC | NEW YORK | 132008 | $2.50B | 18 | 2026-03-31 | → |
| 1537 | ALPHASTAR CAPITAL MANAGEMENT, LLC | CORNELIUS | 157423 | $2.50B | 150 | 2026-05-31 | → |
| 1538 | FAIRVIEW CAPITAL PARTNERS, LLC | WEST HARTFORD | 161258 | $2.49B | 26 | 2026-03-31 | → |
| 1539 | CORNERSTONE WEALTH GROUP, LLC | HUNTERSVILLE | 289971 | $2.49B | 50 | 2026-03-31 | → |
| 1540 | CONCURRENT ASSET MANAGEMENT, LLC | TAMPA | 330657 | $2.49B | 3 | 2026-06-30 | → |
| 1541 | TZP MANAGEMENT ASSOCIATES, LLC | NEW YORK | 160907 | $2.49B | 37 | 2026-03-31 | → |
| 1542 | LVW ADVISORS, LLC | PITTSFORD | 159403 | $2.47B | 19 | 2026-03-31 | → |
| 1543 | GROVE POINT ADVISORS, LLC | ROCKVILLE | 313171 | $2.47B | 389 | 2025-07-31 | → |
| 1544 | OWL CREEK ASSET MANAGEMENT, L.P. | NEW YORK | 139371 | $2.47B | 30 | 2026-04-30 | → |
| 1545 | KEPOS CAPITAL LP | NEW YORK | 156361 | $2.47B | 40 | 2026-05-31 | → |
| 1546 | C-III INVESTMENT MANAGEMENT LLC | NEW YORK | 156553 | $2.47B | 80 | 2026-03-31 | → |
| 1547 | SVERICA CAPITAL MANAGEMENT LP | BOSTON | 156956 | $2.46B | 24 | 2026-03-31 | → |
| 1548 | SHUFRO, ROSE & CO., LLC | NEW YORK | 3403 | $2.46B | 27 | 2026-04-30 | → |
| 1549 | FIDUCIARY FIRST, LLC | MAITLAND | 150330 | $2.46B | 7 | 2026-03-31 | → |
| 1550 | S & CO., INC. | BOSTON | 110026 | $2.46B | 15 | 2026-03-31 | → |
| 1551 | UNIGESTION (US) LTD | NEW YORK | 305038 | $2.45B | 9 | 2026-06-30 | → |
| 1552 | ANALOG CENTURY MANAGEMENT LP | NEW YORK | 298760 | $2.45B | 10 | 2026-03-31 | → |
| 1553 | RELYEA ZUCKERBERG HANSON, LLC | STAMFORD | 125696 | $2.45B | 11 | 2026-02-28 | → |
| 1554 | CAS INVESTMENT PARTNERS, LLC | WESTPORT | 170071 | $2.45B | 3 | 2026-03-31 | → |
| 1555 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | TAMPA | 143608 | $2.45B | 39 | 2026-05-31 | → |
| 1556 | RETIREMENT RESOURCES INVESTMENT CORPORATION | ANDOVER | 47723 | $2.44B | 7 | 2026-04-30 | → |
| 1557 | BLUEARC CAPITAL MANAGEMENT, LLC | ATLANTA | 167233 | $2.44B | 11 | 2025-12-31 | → |
| 1558 | MEDALIST PARTNERS LP | NEW YORK | 292747 | $2.44B | 21 | 2026-05-31 | → |
| 1559 | DOMINI IMPACT INVESTMENTS LLC | NEW YORK | 109505 | $2.44B | 23 | 2026-02-28 | → |
| 1560 | BALANCE POINT CAPITAL ADVISORS, LLC | WESTPORT | 264789 | $2.44B | 23 | 2026-04-30 | → |
| 1561 | INFRARED CAPITAL PARTNERS (US) LLC | NEW YORK | 310401 | $2.44B | 28 | 2026-03-31 | → |
| 1562 | CRAYHILL CAPITAL MANAGEMENT LP | NEW YORK | 281154 | $2.44B | 28 | 2026-03-31 | → |
| 1563 | 683 CAPITAL MANAGEMENT, LLC | NEW YORK | 156181 | $2.44B | 10 | 2026-03-31 | → |
| 1564 | HOWE AND RUSLING, INC. | ROCHESTER | 104627 | $2.44B | 26 | 2026-05-31 | → |
| 1565 | 3650 REIT INVESTMENT MANAGEMENT LLC | MIAMI | 286013 | $2.43B | 16 | 2026-03-31 | → |
| 1566 | BLEICHROEDER LP | NEW YORK | 304295 | $2.43B | 7 | 2026-03-31 | → |
| 1567 | NICHOLS & PRATT ADVISERS LLP | BOSTON | 107113 | $2.43B | 20 | 2026-03-31 | → |
| 1568 | COMVEST ADVISORS LLC | WEST PALM BEACH | 160753 | $2.43B | 150 | 2026-03-31 | → |
| 1569 | ROCK SPRINGS CAPITAL MANAGEMENT LP | BALTIMORE | 168648 | $2.43B | 17 | 2026-03-31 | → |
| 1570 | DARK FOREST CAPITAL MANAGEMENT LP | NEW YORK | 312519 | $2.42B | 14 | 2026-03-31 | → |
| 1571 | CORECOMMODITY MANAGEMENT, LLC | STAMFORD | 135810 | $2.41B | 30 | 2026-03-31 | → |
| 1572 | STERLING INVESTMENT MANAGEMENT, LLC | WEST PALM BEACH | 174707 | $2.41B | 52 | 2026-03-31 | → |
| 1573 | MOODY, LYNN, LIEBERSON & WALKER, LLC | BOSTON | 283549 | $2.41B | 14 | 2026-03-31 | → |
| 1574 | OXFORD FINANCE ADVISORS, LLC | ALEXANDRIA | 304433 | $2.41B | 84 | 2026-03-31 | → |
| 1575 | FOREST AVENUE CAPITAL MANAGEMENT LP | MIAMI | 321948 | $2.41B | 11 | 2026-03-31 | → |
| 1576 | SANDHILL CAPITAL PARTNERS LLC | BUFFALO | 129800 | $2.40B | 22 | 2026-03-31 | → |
| 1577 | IRENIC CAPITAL MANAGEMENT LP | NEW YORK | 319645 | $2.40B | 12 | 2026-04-30 | → |
| 1578 | FULTON BREAKEFIELD BROENNIMAN,LLC | BETHESDA | 108967 | $2.39B | 21 | 2026-03-31 | → |
| 1579 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | RALEIGH | 149124 | $2.39B | 91 | 2026-03-31 | → |
| 1580 | WASHINGTON TRUST ADVISORS, INC. | WELLESLEY | 110407 | $2.39B | 21 | 2026-05-31 | → |
| 1581 | PRELUDE CAPITAL MANAGEMENT, LLC | NEW YORK | 158105 | $2.39B | 32 | 2026-03-31 | → |
| 1582 | RATSON ADVISORY LLC | NEW YORK | 330091 | $2.39B | 2 | 2026-02-28 | → |
| 1583 | ONE RIVER ASSET MANAGEMENT, LLC | STAMFORD | 167835 | $2.39B | 22 | 2026-03-31 | → |
| 1584 | PARSONS CAPITAL MANAGEMENT INC | PROVIDENCE | 106295 | $2.38B | 22 | 2026-04-30 | → |
| 1585 | CASTLE ROCK ADVISORS LLC | BOSTON | 331429 | $2.38B | 33 | 2026-04-30 | → |
| 1586 | PARADIGM CAPITAL MANAGEMENT, INC. | ALBANY | 107982 | $2.38B | 12 | 2026-03-31 | → |
| 1587 | YELLOW WOOD PARTNERS LLC | BOSTON | 161062 | $2.38B | 22 | 2026-03-31 | → |
| 1588 | ANCHOR CAPITAL ADVISORS LLC | BOSTON | 105540 | $2.37B | 42 | 2026-03-31 | → |
| 1589 | COMMODORE CAPITAL LP | NEW YORK | 304370 | $2.37B | 12 | 2026-03-31 | → |
| 1590 | GRANAHAN INVESTMENT MANAGEMENT LLC | WALTHAM | 107745 | $2.36B | 20 | 2026-03-31 | → |
| 1591 | CARTENNA CAPITAL LP | STAMFORD | 307688 | $2.36B | 9 | 2026-06-30 | → |
| 1592 | NEW 2ND CAPITAL ADVISORS, L.P. | NEW YORK | 292254 | $2.36B | 20 | 2026-03-31 | → |
| 1593 | APOLLO CAPITAL CREDIT ADVISER, LLC | NEW YORK | 286485 | $2.35B | 3,564 | 2026-03-31 | → |
| 1594 | AFBI LP | MIAMI BEACH | 331428 | $2.34B | 22 | 2026-03-31 | → |
| 1595 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | RED BANK | 158332 | $2.34B | 13 | 2026-03-31 | → |
| 1596 | UBS REALTY INVESTORS LLC | HARTFORD | 107758 | $2.34B | 94 | 2026-03-31 | → |
| 1597 | EVERSIDE CAPITAL PARTNERS, LLC | NEW YORK | 289799 | $2.34B | 21 | 2026-03-31 | → |
| 1598 | BALDWIN WEALTH PARTNERS, LLC | MARION | 105343 | $2.33B | 34 | 2026-06-30 | → |
| 1599 | ISAM FUNDS (USA) LLC | BOCA RATON | 307934 | $2.33B | 58 | 2026-01-31 | → |
| 1600 | CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLC | NEW YORK | 284980 | $2.33B | 6 | 2026-03-31 | → |
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