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 | |
|---|---|---|---|---|---|---|---|
| 1801 | LIBERTY STREET ADVISORS, INC. | NEW YORK | 142949 | $1.88B | 19 | 2026-03-31 | → |
| 1802 | VALENCE8 US LP | CAMBRIDGE | 317389 | $1.88B | 8 | 2026-03-31 | → |
| 1803 | ACCESS VENTURES CAPITAL MANAGEMENT LLC | NEW YORK | 331222 | $1.88B | 8 | 2026-06-30 | → |
| 1804 | WILKINSON GLOBAL ASSET MANAGEMENT LLC | NEW YORK | 292470 | $1.88B | 13 | 2026-04-30 | → |
| 1805 | TWO CREEKS CAPITAL MANAGEMENT, LP | NEW YORK | 171848 | $1.88B | 14 | 2026-03-31 | → |
| 1806 | INTEGRAL HEALTH ASSET MANAGEMENT, LLC | NEW YORK | 301987 | $1.87B | 12 | 2026-03-31 | → |
| 1807 | WOLF HILL CAPITAL MANAGEMENT, LP | GREENWICH | 306712 | $1.87B | 7 | 2026-03-31 | → |
| 1808 | BLUEPRINT INVESTMENT PARTNERS LLC | GREENSBORO | 170196 | $1.87B | 9 | 2026-04-30 | → |
| 1809 | WESTEND ADVISORS, LLC | CHARLOTTE | 133279 | $1.87B | 29 | 2026-01-31 | → |
| 1810 | NMS CAPITAL SERVICES, LLC | NEW YORK | 158140 | $1.87B | 28 | 2026-03-31 | → |
| 1811 | MORGAN STANLEY PRIVATE EQUITY ASIA, INC. | NEW YORK | 134366 | $1.86B | 74 | 2026-05-31 | → |
| 1812 | FIRST LONG ISLAND INVESTORS, LLC | JERICHO | 167212 | $1.86B | 24 | 2026-03-31 | → |
| 1813 | ASHTON THOMAS SECURITIES, LLC | ROCHESTER | 16629 | $1.86B | 46 | 2026-06-30 | → |
| 1814 | MONASHEE INVESTMENT MANAGEMENT, LLC | BOSTON | 163148 | $1.86B | 13 | 2026-02-28 | → |
| 1815 | TIGER PACIFIC CAPITAL LP | NEW YORK | 167099 | $1.86B | 17 | 2026-03-31 | → |
| 1816 | COLONIAL TRUST ADVISORS, INC. | SPARTANBURG | 110257 | $1.85B | 28 | 2026-06-30 | → |
| 1817 | TIDE CYCLE RESOURCES LLC | PORTSMOUTH | 330698 | $1.85B | 2 | 2026-03-31 | → |
| 1818 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | NEW YORK | 328015 | $1.85B | 25 | 2026-06-30 | → |
| 1819 | CSM CAPITAL CORPORATION | NEW YORK | 129789 | $1.85B | 9 | 2026-03-31 | → |
| 1820 | SNOWHAWK LP | NEW YORK | 325176 | $1.84B | 10 | 2026-06-30 | → |
| 1821 | KANAWHA CAPITAL MANAGEMENT, LLC | RICHMOND | 118458 | $1.84B | 11 | 2026-04-30 | → |
| 1822 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | FORT LAUDERDALE | 109134 | $1.84B | 14 | 2026-03-31 | → |
| 1823 | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | SYRACUSE | 115754 | $1.84B | 18 | 2026-03-31 | → |
| 1824 | AZZAD ASSET MANAGEMENT, INC. | FALLS CHURCH | 111291 | $1.84B | 18 | 2026-01-31 | → |
| 1825 | IMPACTIVE CAPITAL LP | NEW YORK | 299445 | $1.84B | 11 | 2026-03-31 | → |
| 1826 | COALESCE CAPITAL MANAGEMENT LLC | NEW YORK | 324179 | $1.83B | 23 | 2026-03-31 | → |
| 1827 | OLD ORCHARD CAPITAL MANAGEMENT LP | NEW YORK | 170641 | $1.83B | 19 | 2026-03-31 | → |
| 1828 | A&M PRIVATE WEALTH PARTNERS, LLC | WEST PALM BEACH | 331478 | $1.83B | 28 | 2026-03-31 | → |
| 1829 | ARISTOTLE CAPITAL BOSTON, LLC | BOSTON | 173198 | $1.83B | 9 | 2026-03-31 | → |
| 1830 | HELIX PARTNERS MANAGEMENT LP | NEW YORK | 325120 | $1.83B | 14 | 2026-03-31 | → |
| 1831 | BERMAN MCALEER, LLC | TIMONIUM | 332906 | $1.82B | 29 | 2026-03-31 | → |
| 1832 | RIDGEWOOD INFRASTRUCTURE, LLC | NEW YORK | 291736 | $1.82B | 17 | 2026-03-31 | → |
| 1833 | PARAFI CAPITAL LP | NEW YORK | 294670 | $1.82B | 21 | 2026-03-31 | → |
| 1834 | CION INVESTMENT MANAGEMENT, LLC | NEW YORK | 160386 | $1.81B | 27 | 2026-03-31 | → |
| 1835 | NOVA INFRASTRUCTURE MANAGEMENT, LLC | NEW YORK | 304510 | $1.81B | 19 | 2026-03-31 | → |
| 1836 | ARGENTIC INVESTMENT MANAGEMENT LLC | NEW YORK | 289502 | $1.81B | 70 | 2026-03-31 | → |
| 1837 | BAILLIE GIFFORD INTERNATIONAL LLC | NEW YORK | 305849 | $1.81B | 21 | 2026-06-30 | → |
| 1838 | YOUNG RICHARD C & CO LTD | NEWPORT | 105866 | $1.80B | 14 | 2026-03-31 | → |
| 1839 | NEEDHAM INVESTMENT MANAGEMENT, LLC | NEW YORK | 106783 | $1.80B | 11 | 2026-03-31 | → |
| 1840 | L.J. ALTFEST & CO., INC. | NEW YORK | 110130 | $1.80B | 42 | 2026-03-31 | → |
| 1841 | SAFFORD NICHOLAS H & CO INC | ROCKPORT | 104740 | $1.80B | 8 | 2026-03-31 | → |
| 1842 | EOS REAL ESTATE INVESTORS LLC | NEW YORK | 290205 | $1.79B | 26 | 2026-06-30 | → |
| 1843 | MORGAN CREEK CAPITAL MANAGEMENT, LLC | CHAPEL HILL | 138401 | $1.79B | 29 | 2026-03-31 | → |
| 1844 | BLUEPRINT CAPITAL ADVISORS LLC | SHORT HILLS | 282327 | $1.79B | 8 | 2026-03-31 | → |
| 1845 | METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC | NEW YORK | 289048 | $1.79B | 51 | 2026-05-31 | → |
| 1846 | QVT FINANCIAL LP | NEW YORK | 156508 | $1.79B | 31 | 2026-03-31 | → |
| 1847 | GOVERNORS LANE LP | NEW YORK | 213511 | $1.79B | 20 | 2026-03-31 | → |
| 1848 | AQUARIAN HOLDINGS MANAGEMENT LLC | NEW YORK | 293116 | $1.78B | 64 | 2026-05-31 | → |
| 1849 | TFC FINANCIAL MANAGEMENT, INC. | BOSTON | 105062 | $1.78B | 22 | 2026-03-31 | → |
| 1850 | NCP GROUP, LP | BOSTON | 293803 | $1.78B | 25 | 2026-03-31 | → |
| 1851 | AEGIS CAPITAL CORP. | NEW YORK | 15007 | $1.78B | 260 | 2026-02-28 | → |
| 1852 | GREAT POINT PARTNERS, LLC | GREENWICH | 158423 | $1.78B | 28 | 2026-03-31 | → |
| 1853 | ANDALUSIAN PRIVATE CAPITAL, LP | NEW YORK | 313032 | $1.78B | 12 | 2026-03-31 | → |
| 1854 | VISTA CREDIT BDC MANAGEMENT, L.P. | NEW YORK | 326611 | $1.77B | 0 | 2026-06-30 | → |
| 1855 | LINDEN THOMAS ADVISORY SERVICES, LLC | CHARLOTTE | 288557 | $1.77B | 14 | 2026-05-31 | → |
| 1856 | ALIGNED CLIMATE CAPITAL LLC | NEW YORK | 304716 | $1.77B | 18 | 2026-03-31 | → |
| 1857 | MARCO INVESTMENT MANAGEMENT LLC | ATLANTA | 108170 | $1.77B | 10 | 2026-06-30 | → |
| 1858 | STYRAX CAPITAL LP | NEW YORK | 318435 | $1.77B | 9 | 2026-06-30 | → |
| 1859 | GREENWOOD CAPITAL ASSOCIATES, LLC | GREENWOOD | 115015 | $1.77B | 21 | 2026-04-30 | → |
| 1860 | SLATESTONE WEALTH LLC | JUPITER | 286669 | $1.76B | 28 | 2026-06-30 | → |
| 1861 | OPTI CAPITAL MANAGEMENT LP | NEW YORK | 292742 | $1.76B | 6 | 2026-03-31 | → |
| 1862 | ALTERNATIVE INVESTMENT MANAGEMENT, LLC | NEW YORK | 158028 | $1.76B | 15 | 2026-05-31 | → |
| 1863 | TALOS EURISKO ASSET MANAGEMENT LP | NEW YORK | 332873 | $1.76B | 6 | 2026-03-31 | → |
| 1864 | GEF CAPITAL PARTNERS, LLC | ARLINGTON | 293329 | $1.75B | 52 | 2026-03-31 | → |
| 1865 | MYCOR CAPITAL MANAGEMENT, LLC | STAMFORD | 324312 | $1.75B | 15 | 2026-03-31 | → |
| 1866 | CAIUS CAPITAL US LP | NEW YORK | 322911 | $1.75B | 2 | 2026-03-31 | → |
| 1867 | SOLUM PARTNERS LP | BOSTON | 310213 | $1.75B | 24 | 2026-06-30 | → |
| 1868 | PARKMAN HEALTHCARE PARTNERS LLC | STAMFORD | 300701 | $1.74B | 12 | 2026-03-31 | → |
| 1869 | FINANCIAL SECURITY ADVISORY INC | VIRGINIA BEACH | 110746 | $1.74B | 43 | 2026-03-31 | → |
| 1870 | NEXTECH VENTURES (US) LLC | BOSTON | 316683 | $1.74B | 8 | 2026-03-31 | → |
| 1871 | ACCUMULUS CAPITAL MANAGEMENT, LLC | NEW YORK | 160501 | $1.74B | 10 | 2026-02-28 | → |
| 1872 | BCPC ADVISORS, LP | BOSTON | 327851 | $1.74B | 682 | 2026-03-31 | → |
| 1873 | STEELE CREEK INVESTMENT MANAGEMENT LLC | CHARLOTTE | 170209 | $1.74B | 12 | 2026-03-31 | → |
| 1874 | WBH ADVISORY, INC. | BALTIMORE | 105289 | $1.74B | 16 | 2026-04-30 | → |
| 1875 | ASSURED HEALTHCARE PARTNERS LLC | NEW YORK | 311479 | $1.74B | 24 | 2026-03-31 | → |
| 1876 | WORLD INVESTMENTS, INC. | LINCROFT | 20626 | $1.73B | 217 | 2025-10-31 | → |
| 1877 | LONG PATH PARTNERS, LP | STAMFORD | 299053 | $1.73B | 16 | 2026-05-31 | → |
| 1878 | COMMONWEALTH CREDIT ADVISORS, LLC | WEST PALM BEACH | 312541 | $1.73B | 150 | 2026-03-31 | → |
| 1879 | WNY ASSET MANAGEMENT, LLC | WILLIAMSVILLE | 153872 | $1.73B | 35 | 2026-03-31 | → |
| 1880 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | TAMPA | 150570 | $1.73B | 21 | 2026-03-31 | → |
| 1881 | ALLY INVEST ADVISORS INC | CHARLOTTE | 170301 | $1.73B | 8 | 2026-04-30 | → |
| 1882 | ENGINE CAPITAL MANAGEMENT, LP | NEW YORK | 168315 | $1.73B | 7 | 2026-05-31 | → |
| 1883 | PERRY CREEK CAPITAL LP | NEW YORK | 172376 | $1.73B | 7 | 2026-03-31 | → |
| 1884 | GALAXY DIGITAL CAPITAL MANAGEMENT LP | NEW YORK | 293908 | $1.72B | 61 | 2026-04-30 | → |
| 1885 | CATALYST FINANCIAL PARTNERS LLC | BOSTON | 299335 | $1.72B | 12 | 2026-04-30 | → |
| 1886 | ADVISORSHARES INVESTMENTS, LLC | BETHESDA | 149782 | $1.72B | 11 | 2026-03-31 | → |
| 1887 | GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. | BOSTON | 161579 | $1.72B | 23 | 2026-03-31 | → |
| 1888 | WEXFORD CAPITAL LP | WEST PALM BEACH | 108726 | $1.72B | 39 | 2026-05-31 | → |
| 1889 | RK CAPITAL MANAGEMENT, LLC | WESTON | 314175 | $1.72B | 9 | 2026-03-31 | → |
| 1890 | NOVEM GROUP | ROCHESTER | 158964 | $1.72B | 52 | 2026-02-28 | → |
| 1891 | PRINCETON EQUITY ADVISORS, LP | PRINCETON | 310405 | $1.72B | 25 | 2026-03-31 | → |
| 1892 | DELEGATE ADVISORS, LLC | CHAPEL HILL | 159953 | $1.71B | 13 | 2026-03-31 | → |
| 1893 | OMEGA FUND MANAGEMENT, LLC | BOSTON | 157753 | $1.71B | 21 | 2026-03-31 | → |
| 1894 | COLBECK CAPITAL MANAGEMENT, LLC | NEW YORK | 282406 | $1.71B | 20 | 2026-03-31 | → |
| 1895 | BROADWOOD CAPITAL, INC | NEW YORK | 159286 | $1.71B | 6 | 2026-03-31 | → |
| 1896 | ACCURATE WEALTH MANAGEMENT, LLC | WESLEY CHAPEL | 298137 | $1.71B | 47 | 2026-06-30 | → |
| 1897 | P/E GLOBAL LLC | BOSTON | 155642 | $1.71B | 62 | 2026-03-31 | → |
| 1898 | THE PRAEDIUM GROUP LLC | BOCA RATON | 161789 | $1.71B | 10 | 2026-03-31 | → |
| 1899 | SEELAUS ASSET MANAGEMENT, LLC | CHATHAM | 149582 | $1.70B | 29 | 2026-03-31 | → |
| 1900 | NORTH PEAK CAPITAL MANAGEMENT, LLC | NEW YORK | 294042 | $1.70B | 7 | 2026-03-31 | → |
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