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 | |
|---|---|---|---|---|---|---|---|
| 1701 | NARWHAL CAPITAL MANAGMENT, LLC | MARIETTA | 135958 | $2.08B | 18 | 2026-06-30 | → |
| 1702 | ARIS MANAGEMENT, LLC | NEW YORK | 317315 | $2.08B | 3,564 | 2026-03-31 | → |
| 1703 | INDIVISIBLE PARTNERS, LLC | CLEARWATER | 332431 | $2.08B | 24 | 2026-05-31 | → |
| 1704 | BASIS MANAGEMENT GROUP LLC | NEW YORK | 282518 | $2.07B | 52 | 2026-03-31 | → |
| 1705 | NEWTYN MANAGEMENT, LLC | NEW YORK | 161156 | $2.07B | 12 | 2026-03-31 | → |
| 1706 | TORTOISE INVESTMENT MANAGEMENT, LLC | WHITE PLAINS | 128723 | $2.07B | 21 | 2026-03-31 | → |
| 1707 | AVESTAR CAPITAL, LLC | NEW YORK | 287525 | $2.07B | 16 | 2026-06-30 | → |
| 1708 | ELEQUIN CAPITAL, LP | NEW YORK | 308371 | $2.07B | 30 | 2026-05-31 | → |
| 1709 | PHOENIX MERCHANT PARTNERS, LP | RYE | 324381 | $2.06B | 29 | 2026-03-31 | → |
| 1710 | M.D. SASS, LLC | NEW YORK | 110590 | $2.06B | 19 | 2026-03-31 | → |
| 1711 | ALBION RIVER MANAGEMENT LLC | ROCKVILLE | 322098 | $2.06B | 4 | 2026-05-31 | → |
| 1712 | CAHABA WEALTH MANAGEMENT, INC. | ATLANTA | 151675 | $2.06B | 23 | 2026-03-31 | → |
| 1713 | SOUTHFIELD CAPITAL LP | GREENWICH | 163023 | $2.06B | 27 | 2026-03-31 | → |
| 1714 | IC ADVISORY SERVICES, INC. | BEDMINSTER | 140190 | $2.06B | 220 | 2025-03-31 | → |
| 1715 | QUENT CAPITAL, LLC | NEW YORK | 308203 | $2.05B | 17 | 2026-03-31 | → |
| 1716 | CHURCHILL DLC ADVISOR LLC | NEW YORK | 304945 | $2.05B | 206 | 2026-03-31 | → |
| 1717 | CLEAR HARBOR ASSET MANAGEMENT, LLC | STAMFORD | 152242 | $2.05B | 24 | 2026-03-31 | → |
| 1718 | DAVIS INVESTMENT VENTURES, LLC | BOSTON | 161888 | $2.05B | 46 | 2026-04-30 | → |
| 1719 | SAWGRASS ASSET MANAGEMENT LLC | PONTE VEDRA BEACH | 108831 | $2.05B | 15 | 2026-04-30 | → |
| 1720 | ADVICEONE ADVISORY SERVICES, LLC | GLASTONBURY | 111614 | $2.05B | 56 | 2026-03-31 | → |
| 1721 | VOLATILITY SHARES LLC | PALM BEACH GARDENS | 321955 | $2.04B | 10 | 2026-03-31 | → |
| 1722 | MINOT DEBLOIS ADVISORS LLC | BOSTON | 140170 | $2.04B | 4 | 2026-03-31 | → |
| 1723 | BLUE ROAD MANAGEMENT, L.P. | NEW YORK | 169845 | $2.04B | 9 | 2026-03-31 | → |
| 1724 | CLEARVIEW CAPITAL, L.P. | STAMFORD | 161146 | $2.04B | 30 | 2026-03-31 | → |
| 1725 | MJE - LOOP CAPITAL PARTNERS LLC | NEW YORK | 287638 | $2.04B | 19 | 2026-03-31 | → |
| 1726 | POINT BREAK CAPITAL MANAGEMENT LLC | MIAMI | 164213 | $2.04B | 11 | 2026-05-31 | → |
| 1727 | CALLODINE CAPITAL MANAGEMENT, LP | BOSTON | 297115 | $2.03B | 19 | 2026-06-30 | → |
| 1728 | PROVISE MANAGEMENT GROUP, LLC | CLEARWATER | 105375 | $2.03B | 22 | 2026-06-30 | → |
| 1729 | WASHINGTON CROSSING ADVISORS LLC | MORRISTOWN | 281511 | $2.03B | 10 | 2026-04-30 | → |
| 1730 | ALTHUM ADVISORS LLC | MIAMI | 315952 | $2.03B | 11 | 2026-03-31 | → |
| 1731 | HALYARD ASSET MANAGEMENT LLC | WHITE PLAINS | 154493 | $2.03B | 4 | 2026-03-31 | → |
| 1732 | AVITY INVESTMENT MANAGEMENT INC. | GREENWICH | 104623 | $2.03B | 8 | 2026-06-30 | → |
| 1733 | NCH CAPITAL INC. | NEW YORK | 157288 | $2.02B | 60 | 2026-05-31 | → |
| 1734 | PORTOLAN CAPITAL MANAGEMENT, LLC | BOSTON | 157542 | $2.02B | 12 | 2026-04-30 | → |
| 1735 | UNISON ADVISORS LLC | PROVIDENCE | 155470 | $2.02B | 1 | 2026-03-31 | → |
| 1736 | BOSTON FAMILY OFFICE LLC | BOSTON | 107141 | $2.02B | 17 | 2026-03-31 | → |
| 1737 | RUSH ISLAND MANAGEMENT, LP | NEW YORK | 291275 | $2.02B | 7 | 2026-03-31 | → |
| 1738 | ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC | BOSTON | 174333 | $2.02B | 13 | 2026-03-31 | → |
| 1739 | DECLARATION PARTNERS LP | NEW YORK | 297786 | $2.01B | 37 | 2026-05-31 | → |
| 1740 | AFF FUND MANAGER, LLC | ATLANTA | 281296 | $2.01B | 55 | 2026-03-31 | → |
| 1741 | CORRY CAPITAL ADVISORS, LLC | VERO BEACH | 165403 | $2.01B | 9 | 2026-03-31 | → |
| 1742 | NEVILLE, RODIE & SHAW INC | NEW YORK | 104969 | $2.00B | 13 | 2026-01-31 | → |
| 1743 | BLACKHILL CAPITAL, INC | MORRISTOWN | 105208 | $2.00B | 4 | 2026-03-31 | → |
| 1744 | ROSE SMART GROWTH INVESTMENT ADVISORS, LLC | NEW YORK | 161271 | $2.00B | 50 | 2026-03-31 | → |
| 1745 | NAPLES GLOBAL ADVISORS LLC | NAPLES | 158544 | $2.00B | 20 | 2026-05-31 | → |
| 1746 | THE HARBOR GROUP, INC. | BEDFORD | 105637 | $2.00B | 22 | 2026-05-31 | → |
| 1747 | TIG ADVISORS LLC | NEW YORK | 138306 | $1.99B | 12 | 2026-03-31 | → |
| 1748 | EPFC CAPITAL PARTNERS, LLC | NEW YORK | 307803 | $1.99B | 15 | 2026-03-31 | → |
| 1749 | WELLESLEY ASSET MANAGEMENT, INC. | PORTSMOUTH | 116176 | $1.99B | 30 | 2026-03-31 | → |
| 1750 | MAK CAPITAL ONE, LLC | NEW YORK | 158132 | $1.99B | 12 | 2026-03-31 | → |
| 1751 | COMPERIO RETIREMENT CONSULTING, INC. | CARY | 140786 | $1.99B | 4 | 2026-03-31 | → |
| 1752 | TRUMBOWER FINANCIAL ADVISORS LLC | BETHESDA | 107495 | $1.98B | 11 | 2026-03-31 | → |
| 1753 | MOUNT LOGAN MANAGEMENT LLC | NEW YORK | 311161 | $1.98B | 120 | 2026-06-30 | → |
| 1754 | GRAYCLIFF PARTNERS LP | NEW YORK | 157221 | $1.98B | 30 | 2026-06-30 | → |
| 1755 | TIMBERLAND INVESTMENT RESOURCES, LLC | ATLANTA | 129663 | $1.98B | 30 | 2026-03-31 | → |
| 1756 | LONG POND CAPITAL, LP | NEW YORK | 161168 | $1.97B | 18 | 2026-03-31 | → |
| 1757 | LINGOTTO US LLC | NEW YORK | 328113 | $1.97B | 17 | 2026-04-30 | → |
| 1758 | THE FIDUCIARY GROUP, LLC | SAVANNAH | 221530 | $1.97B | 18 | 2026-03-31 | → |
| 1759 | SHAPIRO CAPITAL MANAGEMENT LLC | ATLANTA | 105581 | $1.97B | 10 | 2026-05-31 | → |
| 1760 | BRYNWOOD PARTNERS MANAGEMENT LLC | GREENWICH | 158087 | $1.96B | 16 | 2026-03-31 | → |
| 1761 | KORA MANAGEMENT LP | BROOKLYN | 172534 | $1.96B | 30 | 2026-03-31 | → |
| 1762 | EVOLUTION WEALTH ADVISORS, LLC | AVENTURA | 285142 | $1.96B | 15 | 2026-03-31 | → |
| 1763 | QSEMBLE CAPITAL MANAGEMENT, LP | NEW YORK CITY | 290920 | $1.95B | 10 | 2026-04-30 | → |
| 1764 | 3EDGE ASSET MANAGEMENT, LP | NAPLES | 282059 | $1.95B | 24 | 2026-04-30 | → |
| 1765 | QUANTIX COMMODITIES LP | GREENWICH | 317784 | $1.95B | 20 | 2026-03-31 | → |
| 1766 | NEW STATE CAPITAL PARTNERS LLC | NEW ROCHELLE | 170409 | $1.95B | 35 | 2026-03-31 | → |
| 1767 | BEHRMAN BROTHERS MANAGEMENT COMPANY L.P. | NEW YORK | 161083 | $1.95B | 15 | 2026-03-31 | → |
| 1768 | BULLTICK WEALTH MANAGEMENT, LLC | MIAMI | 141588 | $1.95B | 62 | 2026-03-31 | → |
| 1769 | CAPITAL Z PARTNERS MANAGEMENT, LLC | NAPLES | 157048 | $1.94B | 5 | 2026-03-31 | → |
| 1770 | LORIENT CAPITAL MANAGEMENT, LLC | MIAMI | 289572 | $1.94B | 29 | 2026-03-31 | → |
| 1771 | ALLIANCE PARTNERS LLC | CHEVY CHASE | 157700 | $1.94B | 21 | 2026-03-31 | → |
| 1772 | BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC | BOSTON | 156772 | $1.94B | 19 | 2026-06-30 | → |
| 1773 | RADIAN CAPITAL LLC | NEW YORK | 288340 | $1.94B | 28 | 2026-03-31 | → |
| 1774 | PARABELLUM CAPITAL LLC | NEW YORK | 269874 | $1.94B | 18 | 2026-05-31 | → |
| 1775 | ROSE GROVE CAPITAL MANAGEMENT, LLC | WELLESLEY | 156572 | $1.94B | 15 | 2026-03-31 | → |
| 1776 | LUMENT INVESTMENT MANAGEMENT, LLC | NEW YORK | 306487 | $1.94B | 447 | 2026-06-30 | → |
| 1777 | HEIN PARK CAPITAL MANAGEMENT LP | NEW YORK | 305550 | $1.93B | 16 | 2026-03-31 | → |
| 1778 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | VENICE | 323060 | $1.93B | 20 | 2026-04-30 | → |
| 1779 | TSPI, LP | NEW YORK | 291090 | $1.92B | 34 | 2026-05-31 | → |
| 1780 | ROSSMORE PRIVATE CAPITAL, LLC | GLASTONBURY | 288453 | $1.92B | 10 | 2026-03-31 | → |
| 1781 | COMVEST PE ADVISORS, LLC | WEST PALM BEACH | 338119 | $1.92B | 23 | 2026-06-30 | → |
| 1782 | SHP WEALTH MANAGEMENT, LLC | PLYMOUTH | 174697 | $1.92B | 52 | 2026-06-30 | → |
| 1783 | SKYBRIDGE CAPITAL II, LLC | NEW YORK | 148152 | $1.92B | 24 | 2026-03-31 | → |
| 1784 | NOVARE CAPITAL MANAGEMENT | CHARLOTTE | 117949 | $1.92B | 23 | 2026-06-30 | → |
| 1785 | ARTEMIS WEALTH ADVISORS, LLC | PORT WASHINGTON | 150810 | $1.91B | 9 | 2026-05-31 | → |
| 1786 | BROADRIVER ASSET MANAGEMENT, L.P. | NEW YORK | 155792 | $1.91B | 19 | 2026-03-31 | → |
| 1787 | CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P. | CHARLOTTE | 157822 | $1.91B | 19 | 2026-05-31 | → |
| 1788 | MORA CAPITAL MANAGEMENT, LLC | MIAMI | 112221 | $1.90B | 49 | 2026-06-30 | → |
| 1789 | SARATOGA INVESTMENT ADVISORS, LLC | NEW YORK | 153060 | $1.90B | 28 | 2026-03-31 | → |
| 1790 | SARATOGA MANAGEMENT COMPANY LLC | NEW YORK | 161822 | $1.90B | 7 | 2026-03-31 | → |
| 1791 | HALIFAX INVESTMENT MANAGEMENT, L.L.C. | RALEIGH | 152789 | $1.90B | 18 | 2026-03-31 | → |
| 1792 | GLOUSTON CAPITAL PARTNERS, LLC | BOSTON | 133792 | $1.90B | 19 | 2026-03-31 | → |
| 1793 | AVENUE ASIA CAPITAL MANAGEMENT, L.P. | NEW YORK CITY | 113246 | $1.89B | 183 | 2026-05-31 | → |
| 1794 | RBB TREASURY LLC | NEW YORK | 314581 | $1.89B | 4 | 2026-03-31 | → |
| 1795 | BOW WAVE CAPITAL MANAGEMENT, LP | NEW YORK | 305782 | $1.89B | 3 | 2026-03-31 | → |
| 1796 | CLARION CAPITAL PARTNERS, LLC | NEW YORK | 157038 | $1.89B | 38 | 2026-03-31 | → |
| 1797 | TREVILLE CAPITAL MANAGEMENT LLC | NEW YORK | 290314 | $1.89B | 31 | 2026-03-31 | → |
| 1798 | BROAD BAY CAPITAL MANAGEMENT LP | NEW YORK | 284341 | $1.89B | 10 | 2026-03-31 | → |
| 1799 | RETIREMENT MANAGEMENT SYSTEMS, INC. | LEONARDTOWN | 150351 | $1.89B | 11 | 2026-05-31 | → |
| 1800 | ETON ADVISORS GROUP, LLC | CHAPEL HILL | 289395 | $1.89B | 11 | 2026-03-31 | → |
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