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 | |
|---|---|---|---|---|---|---|---|
| 1601 | AIP MANAGEMENT US INC | NEW YORK | 322515 | $2.33B | 2 | 2026-03-31 | → |
| 1602 | BELZBERG INVESTMENTS LLC | NEW YORK | 315114 | $2.33B | 22 | 2026-05-31 | → |
| 1603 | MAGNUS FINANCIAL GROUP LLC | NEW YORK | 289423 | $2.33B | 24 | 2026-03-31 | → |
| 1604 | MATRIX CAPITAL MANAGEMENT COMPANY, LP | PORTSMOUTH | 160066 | $2.32B | 7 | 2026-03-31 | → |
| 1605 | PPC ENTERPRISES LLC | NEW YORK | 165075 | $2.32B | 32 | 2026-03-31 | → |
| 1606 | GREENSLEDGE ADVISORS LLC | NEW YORK | 305341 | $2.31B | 0 | 2026-04-30 | → |
| 1607 | OXFORD LANE MANAGEMENT, LLC | GREENWICH | 154380 | $2.31B | 23 | 2026-03-31 | → |
| 1608 | TIPTREE ADVISORS, LLC | NEW YORK | 137758 | $2.31B | 13 | 2026-03-31 | → |
| 1609 | SAGEVIEW CAPITAL LP | GREENWICH | 159560 | $2.31B | 21 | 2026-03-31 | → |
| 1610 | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | MIAMI | 158905 | $2.30B | 56 | 2026-03-31 | → |
| 1611 | GARNET CREDIT MANAGEMENT LLC | NEW YORK | 334755 | $2.30B | 14 | 2026-03-31 | → |
| 1612 | A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC | WESTPORT | 8361 | $2.30B | 320 | 2026-06-30 | → |
| 1613 | RSW INVESTMENTS HOLDINGS, LLC | SUMMIT | 302023 | $2.30B | 10 | 2026-03-31 | → |
| 1614 | TLG ADVISORS, INC. | SUMMIT | 111052 | $2.30B | 290 | 2026-03-31 | → |
| 1615 | VARADERO CAPITAL, L.P. | NEW YORK | 159183 | $2.29B | 27 | 2026-03-31 | → |
| 1616 | JANA PARTNERS MANAGEMENT, LP | NEW YORK | 292832 | $2.29B | 19 | 2026-05-31 | → |
| 1617 | CORNERSTONE MANAGEMENT, INC. | DULUTH | 125828 | $2.29B | 19 | 2026-03-31 | → |
| 1618 | FIDELIS CAPITAL PARTNERS, LLC | TAMPA | 322287 | $2.28B | 22 | 2026-04-30 | → |
| 1619 | RESOLUTION CAPITAL (US) LIMITED | RYE BROOK | 298109 | $2.28B | 2 | 2025-09-30 | → |
| 1620 | LAZARD ASSET MANAGEMENT (CANADA)INC | NEW YORK | 106340 | $2.28B | 0 | 2026-03-31 | → |
| 1621 | VANBARTON GROUP LLC | NEW YORK | 119128 | $2.28B | 28 | 2026-03-31 | → |
| 1622 | MONECO ADVISORS, LLC | FAIRFIELD | 171922 | $2.28B | 66 | 2026-06-30 | → |
| 1623 | SOUND VIEW WEALTH ADVISORS GROUP, LLC | SAVANNAH | 300927 | $2.28B | 19 | 2026-03-31 | → |
| 1624 | TRAPHAGEN INVESTMENT ADVISORS LLC | ORADELL | 107764 | $2.28B | 18 | 2026-03-31 | → |
| 1625 | YHB INVESTMENT ADVISORS INC | WEST HARTFORD | 105434 | $2.28B | 30 | 2026-03-31 | → |
| 1626 | DW PARTNERS, LP | NEW YORK | 155459 | $2.27B | 41 | 2026-05-31 | → |
| 1627 | COLISEUM CAPITAL MANAGEMENT, LLC | ROWAYTON | 158120 | $2.27B | 15 | 2026-03-31 | → |
| 1628 | FOCUSED WEALTH MANAGEMENT, INC. | NEWBURGH | 154828 | $2.27B | 19 | 2026-03-31 | → |
| 1629 | SANDTON CAPITAL PARTNERS, LP | NEW YORK | 160364 | $2.27B | 24 | 2026-04-30 | → |
| 1630 | ACCESS HOLDINGS MANAGEMENT COMPANY LLC | BALTIMORE | 297197 | $2.27B | 38 | 2026-03-31 | → |
| 1631 | CRAMER ROSENTHAL MCGLYNN LLC | STAMFORD | 107911 | $2.27B | 24 | 2026-04-30 | → |
| 1632 | CORNERSTONE ADVISORY, LLC | HUNT VALLEY | 142359 | $2.25B | 19 | 2026-03-31 | → |
| 1633 | TENG YUE PARTNERS, L.P. | NEW YORK | 162895 | $2.25B | 29 | 2026-03-31 | → |
| 1634 | TWELVE POINTS WEALTH MANAGEMENT LLC | CONCORD | 171107 | $2.24B | 25 | 2026-05-31 | → |
| 1635 | BREED'S HILL CAPITAL LLC | BOSTON | 169314 | $2.24B | 6 | 2025-09-30 | → |
| 1636 | ENTROPY TECHNOLOGIES, LP | NEW YORK | 325283 | $2.24B | 16 | 2026-03-31 | → |
| 1637 | PASSAIC PARTNERS LLC | NEWARK | 313290 | $2.24B | 9 | 2026-03-31 | → |
| 1638 | MASON CAPITAL MANAGEMENT LLC | NEW YORK | 158797 | $2.24B | 15 | 2026-03-31 | → |
| 1639 | HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. | BOCA RATON | 285401 | $2.24B | 32 | 2026-03-31 | → |
| 1640 | ABSOLUTE INVESTMENT ADVISERS, LLC | ROSEMARY BEACH | 132436 | $2.23B | 16 | 2026-03-31 | → |
| 1641 | RETHINK CAPITAL PARTNERS, LLC | WHITE PLAINS | 171118 | $2.23B | 34 | 2026-03-31 | → |
| 1642 | CHURCHILL PCIF ADVISOR LLC | NEW YORK | 329140 | $2.23B | 206 | 2026-03-31 | → |
| 1643 | CCMP CAPITAL ADVISORS, LP | NEW YORK | 140121 | $2.23B | 13 | 2026-03-31 | → |
| 1644 | KOSS-OLINGER CONSULTING, LLC. | GAINESVILLE | 111855 | $2.23B | 30 | 2026-04-30 | → |
| 1645 | HERITAGE INVESTMENT GROUP, INC. | POMPANO BEACH | 113204 | $2.23B | 21 | 2026-03-31 | → |
| 1646 | TWO SIGMA VENTURES, LP | NEW YORK | 295416 | $2.23B | 36 | 2026-03-31 | → |
| 1647 | FOSTER DYKEMA CABOT & PARTNERS, LLC | WALTHAM | 300282 | $2.22B | 21 | 2026-03-31 | → |
| 1648 | ARISTOTLE ATLANTIC PARTNERS, LLC | SARASOTA | 285721 | $2.22B | 7 | 2026-03-31 | → |
| 1649 | RIVERFRONT INVESTMENT GROUP, LLC | RICHMOND | 146221 | $2.22B | 46 | 2026-06-30 | → |
| 1650 | LONGRANGE CAPITAL, L.P. | STAMFORD | 309379 | $2.22B | 17 | 2026-03-31 | → |
| 1651 | OCCUDO QUANTITATIVE STRATEGIES LP | FORT LAUDERDALE | 310070 | $2.22B | 5 | 2026-03-31 | → |
| 1652 | FURTHER GLOBAL CAPITAL MANAGEMENT, L.P. | NEW YORK | 289257 | $2.22B | 13 | 2026-03-31 | → |
| 1653 | GRANDFIELD & DODD, LLC | NEW YORK | 110971 | $2.21B | 16 | 2026-03-31 | → |
| 1654 | ALPHAQUEST LLC | NEW YORK | 285141 | $2.21B | 42 | 2026-03-31 | → |
| 1655 | JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC | BOSTON | 174433 | $2.20B | 149 | 2026-03-31 | → |
| 1656 | RAGA PARTNERS LP | NEW YORK | 316791 | $2.20B | 12 | 2026-05-31 | → |
| 1657 | LUPA RIA INVESTMENT MANAGEMENT LLC | NEW YORK | 314819 | $2.19B | 12 | 2026-03-31 | → |
| 1658 | MAXIM CAPITAL GROUP, LLC | NEW YORK | 288321 | $2.19B | 19 | 2026-04-30 | → |
| 1659 | GTIS PARTNERS LP | NEW YORK | 156798 | $2.19B | 92 | 2026-06-30 | → |
| 1660 | DSC MERIDIAN CAPITAL LP | NEW YORK | 296590 | $2.18B | 12 | 2026-04-30 | → |
| 1661 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | NEW YORK | 149165 | $2.18B | 16 | 2026-06-30 | → |
| 1662 | MOORSTONE, L.P. | NEW YORK | 339519 | $2.18B | 12 | 2026-05-31 | → |
| 1663 | HITE HEDGE ASSET MANAGEMENT LLC | BRAINTREE | 160173 | $2.18B | 21 | 2026-03-31 | → |
| 1664 | PACIFIC LAKE PARTNERS, L.L.C. | BOSTON | 160377 | $2.18B | 27 | 2026-05-31 | → |
| 1665 | CONDOR CAPITAL MANAGEMENT | MARTINSVILLE | 104920 | $2.18B | 31 | 2026-03-31 | → |
| 1666 | CATALIO CAPITAL MANAGEMENT, LP | NEW YORK | 310374 | $2.18B | 30 | 2026-03-31 | → |
| 1667 | ASCEND CAPITAL PARTNERS MANAGER, L.P. | NEW YORK | 310515 | $2.18B | 19 | 2026-03-31 | → |
| 1668 | SECOR INVESTMENT MANAGEMENT, LP | NEW YORK | 155919 | $2.17B | 38 | 2026-06-30 | → |
| 1669 | PINNACLE PENSION CONSULTANTS LLC | NEEDHAM | 133442 | $2.17B | 3 | 2026-03-31 | → |
| 1670 | RESURGENS TECHNOLOGY ADVISORS, L.P. | ATLANTA | 293042 | $2.17B | 42 | 2026-03-31 | → |
| 1671 | CAPITOL SECURITIES MANAGEMENT, INC. | GLEN ALLEN | 14169 | $2.16B | 170 | 2026-03-31 | → |
| 1672 | ABACUS PLANNING GROUP, INC. | COLUMBIA | 107994 | $2.16B | 30 | 2026-04-30 | → |
| 1673 | GREENLAND CAPITAL MANAGEMENT LP | NEW YORK | 317701 | $2.15B | 26 | 2026-06-30 | → |
| 1674 | OMNI BRIDGEWAY MANAGEMENT (USA) LLC | NEW YORK | 298001 | $2.15B | 26 | 2026-06-30 | → |
| 1675 | TIVERTON ADVISORS, LLC | RALEIGH | 305331 | $2.14B | 41 | 2026-03-31 | → |
| 1676 | RAM REALTY ADVISORS LLC | PALM BEACH GARDENS | 160238 | $2.14B | 54 | 2026-04-30 | → |
| 1677 | FAIRHOLME CAPITAL MANAGEMENT, L.L.C. | SOUTH MIAMI | 107987 | $2.14B | 7 | 2026-03-31 | → |
| 1678 | NEXPHASE CAPITAL, LP | NEW YORK | 281893 | $2.14B | 31 | 2026-03-31 | → |
| 1679 | RP MANAGEMENT, LLC | NEW YORK | 161569 | $2.14B | 2 | 2026-03-31 | → |
| 1680 | KINTEGRAL ADVISORY, LLC | NEW YORK | 164160 | $2.14B | 11 | 2026-03-31 | → |
| 1681 | NEXT CAPITAL MANAGEMENT LLC | NEW YORK | 110793 | $2.14B | 23 | 2026-01-31 | → |
| 1682 | LAWLEY RETIREMENT ADVISORS, LLC | BUFFALO | 282786 | $2.13B | 12 | 2026-03-31 | → |
| 1683 | ROUNDVIEW CAPITAL, LLC | PRINCETON | 148083 | $2.13B | 13 | 2026-05-31 | → |
| 1684 | SIR CAPITAL MANAGEMENT L.P. | NEW YORK | 161096 | $2.13B | 17 | 2026-03-31 | → |
| 1685 | DOUBLELINE ETF ADVISER LP | TAMPA | 317415 | $2.13B | 259 | 2026-03-31 | → |
| 1686 | ENLIGHTENMENT CAPITAL, LLC | CHEVY CHASE | 166422 | $2.12B | 18 | 2026-04-30 | → |
| 1687 | WESTVIEW CAPITAL MANAGEMENT LLC | BOSTON | 157839 | $2.12B | 20 | 2026-03-31 | → |
| 1688 | VELOCITY CAPITAL ADVISORS LLC | NEW YORK | 322722 | $2.12B | 13 | 2026-05-31 | → |
| 1689 | SUNCOAST EQUITY MANAGEMENT, LLC | TAMPA | 108289 | $2.11B | 12 | 2026-03-31 | → |
| 1690 | NEW ENGLAND RETIREMENT CONSULTANTS, LLC | BOSTON | 141573 | $2.11B | 3 | 2026-02-28 | → |
| 1691 | PFG INVESTMENTS, LLC | WOODBURY | 116537 | $2.11B | 161 | 2026-02-28 | → |
| 1692 | GREYLION PARTNERS LP | NEW YORK | 308336 | $2.11B | 22 | 2026-03-31 | → |
| 1693 | AMERICAN CAPITAL MANAGEMENT INC | NEW YORK | 110861 | $2.11B | 15 | 2026-06-30 | → |
| 1694 | THE WEALTH ALLIANCE, LLC | MELVILLE | 305052 | $2.10B | 29 | 2026-04-30 | → |
| 1695 | NAVY FEDERAL INVESTMENT SERVICES, LLC | VIENNA | 138459 | $2.10B | 206 | 2026-05-31 | → |
| 1696 | BLUE GROTTO CAPITAL, LLC | ATLANTA | 299869 | $2.10B | 6 | 2026-03-31 | → |
| 1697 | AMERAUDI ASSET MANAGEMENT, INC. | NEW YORK | 119854 | $2.10B | 15 | 2026-03-31 | → |
| 1698 | LONG RIDGE CAPITAL MANAGEMENT LP | NEW YORK | 163730 | $2.10B | 27 | 2026-03-31 | → |
| 1699 | ALPINE ASSOCIATES MANAGEMENT INC. | PALM BEACH | 138901 | $2.09B | 26 | 2026-03-31 | → |
| 1700 | UNITED ASSET STRATEGIES INC. | GARDEN CITY | 107434 | $2.09B | 33 | 2026-03-31 | → |
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