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 | |
|---|---|---|---|---|---|---|---|
| 301 | 26NORTH PARTNERS LP | NEW YORK | 322923 | $32.68B | 142 | 2026-03-31 | → |
| 302 | JAIN GLOBAL LLC | NEW YORK | 330309 | $32.39B | 427 | 2026-03-31 | → |
| 303 | HARDING LOEVNER LP | BRIDGEWATER | 104543 | $32.06B | 104 | 2026-03-31 | → |
| 304 | GOLDMAN SACHS WEALTH SERVICES, L.P. | COHOES | 106693 | $31.69B | 1,923 | 2026-06-30 | → |
| 305 | MUZINICH & CO., INC. | NEW YORK | 22998 | $31.27B | 110 | 2026-06-30 | → |
| 306 | BC PARTNERS PE L.P. | NEW YORK | 333698 | $31.07B | 50 | 2026-05-31 | → |
| 307 | TIEDEMANN ADVISORS, LLC | NEW YORK | 147189 | $31.01B | 182 | 2026-04-30 | → |
| 308 | CATTERTON MANAGEMENT COMPANY, L.L.C. | GREENWICH | 157428 | $30.84B | 183 | 2026-06-30 | → |
| 309 | TJC LP | NEW YORK | 160313 | $30.78B | 96 | 2026-05-31 | → |
| 310 | BLACKSTONE CLO MANAGEMENT LLC (MANAGEMENT SERIES) | NEW YORK | 304307 | $30.69B | 711 | 2026-05-31 | → |
| 311 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | NEW HAVEN | 174129 | $30.51B | 249 | 2026-03-31 | → |
| 312 | MARATHON ASSET MANAGEMENT, L.P. | NEW YORK | 124613 | $30.48B | 193 | 2026-03-31 | → |
| 313 | PALOMA PARTNERS MANAGEMENT COMPANY | GREENWICH | 138460 | $30.29B | 64 | 2026-05-31 | → |
| 314 | PSG EQUITY L.L.C. | BOSTON | 295103 | $30.18B | 276 | 2026-03-31 | → |
| 315 | HB WEALTH MANAGEMENT, LLC | ATLANTA | 316731 | $30.16B | 325 | 2026-05-31 | → |
| 316 | ONEX CREDIT PARTNERS, LLC | ENGLEWOOD CLIFFS | 138941 | $30.14B | 80 | 2026-05-31 | → |
| 317 | BTG PACTUAL ASSET MANAGEMENT US , LLC | NEW YORK | 152538 | $30.11B | 180 | 2026-03-31 | → |
| 318 | GOTHAM ASSET MANAGEMENT, LLC | NEW YORK | 149335 | $30.03B | 56 | 2026-05-31 | → |
| 319 | APOLLO CREDIT MANAGEMENT, LLC | NEW YORK | 156115 | $29.97B | 3,564 | 2026-03-31 | → |
| 320 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | NEW YORK | 20989 | $29.73B | 86 | 2026-03-31 | → |
| 321 | EPOCH INVESTMENT PARTNERS, INC. | NEW YORK | 131556 | $29.73B | 137 | 2026-05-31 | → |
| 322 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | NEW YORK | 117384 | $29.59B | 127 | 2026-02-28 | → |
| 323 | INVESCO SENIOR SECURED MANAGEMENT, INC. | NEW YORK | 107590 | $29.38B | 109 | 2026-03-31 | → |
| 324 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 311296 | $29.35B | 36 | 2026-03-31 | → |
| 325 | PARTNERS GROUP (USA) INC. | NEW YORK | 145228 | $29.12B | 431 | 2026-03-31 | → |
| 326 | WAFRA INC. | NEW YORK | 108673 | $29.04B | 158 | 2026-06-30 | → |
| 327 | BERKSHIRE PARTNERS LLC | BOSTON | 160675 | $29.00B | 152 | 2026-03-31 | → |
| 328 | DBX ADVISORS LLC | NEW YORK | 154558 | $28.99B | 53 | 2026-05-31 | → |
| 329 | QUADRATURE US INC. | NEW YORK | 332328 | $28.80B | 198 | 2026-06-30 | → |
| 330 | DIAMETER CAPITAL PARTNERS LP | NEW YORK | 289307 | $28.76B | 119 | 2026-04-30 | → |
| 331 | THIRD POINT LLC | NEW YORK | 137927 | $28.73B | 143 | 2026-05-31 | → |
| 332 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | ATLANTA | 116719 | $28.64B | 35 | 2026-03-31 | → |
| 333 | HPS ADVISORS, LLC | NEW YORK | 324983 | $28.55B | 826 | 2026-05-31 | → |
| 334 | SILVERCREST ASSET MANAGEMENT GROUP LLC | NEW YORK | 118333 | $28.33B | 175 | 2026-03-31 | → |
| 335 | BENEFIT STREET PARTNERS L.L.C. | NEW YORK | 158672 | $28.32B | 241 | 2026-05-31 | → |
| 336 | PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC | NEW YORK | 171026 | $28.19B | 110 | 2026-05-31 | → |
| 337 | BAKER BROS. ADVISORS LP | NEW YORK | 158149 | $28.15B | 60 | 2026-03-31 | → |
| 338 | AXIOM INVESTORS LLC | GREENWICH | 109605 | $28.06B | 57 | 2026-03-31 | → |
| 339 | JACOBS LEVY EQUITY MANAGEMENT INC | FLORHAM PARK | 107022 | $28.01B | 70 | 2026-04-30 | → |
| 340 | ARINI CAPITAL MANAGEMENT US LLC | NEW YORK | 331263 | $27.99B | 24 | 2026-06-30 | → |
| 341 | ANCHORAGE CAPITAL ADVISORS, L.P. | NEW YORK | 328998 | $27.83B | 88 | 2026-05-31 | → |
| 342 | TOWERBROOK CAPITAL PARTNERS L.P. | NEW YORK | 155730 | $27.67B | 132 | 2026-06-30 | → |
| 343 | BREGAL INVESTMENTS, INC. | NEW YORK | 285006 | $27.55B | 101 | 2026-03-31 | → |
| 344 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | TAMPA | 312284 | $27.28B | 50 | 2026-04-30 | → |
| 345 | KIRKOSWALD ASSET MANAGEMENT LLC | NEW YORK | 298735 | $27.16B | 42 | 2026-05-31 | → |
| 346 | SMARTX ADVISORY SOLUTIONS LLC | WEST PALM BEACH | 297680 | $26.99B | 96 | 2026-03-31 | → |
| 347 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | NEW YORK | 292769 | $26.70B | 88 | 2026-05-31 | → |
| 348 | ALPHA WAVE GLOBAL, LP | MIAMI BEACH | 160894 | $26.66B | 113 | 2026-03-31 | → |
| 349 | PGIM MULTI-ASSET SOLUTIONS LLC | NEWARK | 136274 | $26.26B | 39 | 2025-03-31 | → |
| 350 | SUMMIT ROCK ADVISORS, LP | NEW YORK | 144059 | $26.18B | 74 | 2026-03-31 | → |
| 351 | FRED ALGER MANAGEMENT, LLC | NEW YORK | 106750 | $26.14B | 98 | 2026-05-31 | → |
| 352 | 1919 INVESTMENT COUNSEL, LLC | BALTIMORE | 133370 | $26.04B | 131 | 2026-04-30 | → |
| 353 | FEDERATED MDTA LLC | BOSTON | 109355 | $25.95B | 21 | 2026-05-31 | → |
| 354 | BLUE OWL INSURANCE ADVISORS LLC | NEW YORK | 331318 | $25.84B | 30 | 2026-03-31 | → |
| 355 | AGL CREDIT MANAGEMENT LLC | NEW YORK | 299601 | $25.80B | 83 | 2026-03-31 | → |
| 356 | CIGNA INVESTMENTS, INC. | BLOOMFIELD | 105811 | $25.76B | 108 | 2026-03-31 | → |
| 357 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | NEW YORK | 304443 | $25.71B | 120 | 2026-05-31 | → |
| 358 | AUDAX MANAGEMENT COMPANY (NY), LLC | NEW YORK | 159458 | $25.69B | 238 | 2026-05-31 | → |
| 359 | STRATEGIC VALUE PARTNERS, LLC | GREENWICH | 138406 | $25.61B | 226 | 2026-06-30 | → |
| 360 | CVC ADVISORS (U.S.) INC. | NEW YORK | 174050 | $25.56B | 70 | 2026-03-31 | → |
| 361 | EAGLE STRATEGIES LLC | NEW YORK | 110826 | $25.40B | 2,804 | 2026-03-31 | → |
| 362 | ALKEON CAPITAL MANAGEMENT, LLC | NEW YORK | 118059 | $25.29B | 82 | 2026-03-31 | → |
| 363 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | NEW YORK | 132982 | $25.06B | 48 | 2026-06-30 | → |
| 364 | LPL ENTERPRISE, LLC | FORT MILL | 8733 | $24.94B | 5,215 | 2026-03-31 | → |
| 365 | DAVENPORT & COMPANY LLC | RICHMOND | 1588 | $24.70B | 525 | 2026-06-30 | → |
| 366 | THE BAUPOST GROUP, L.L.C. | BOSTON | 109530 | $24.68B | 210 | 2026-03-31 | → |
| 367 | JEFFERIES FINANCE LLC | NEW YORK | 162264 | $24.59B | 124 | 2026-03-31 | → |
| 368 | ARGA INVESTMENT MANAGEMENT, LP | STAMFORD | 153665 | $24.57B | 49 | 2026-03-31 | → |
| 369 | GABELLI FUNDS, LLC | RYE | 104949 | $24.55B | 56 | 2026-03-31 | → |
| 370 | MML INVESTMENT ADVISERS, LLC | SPRINGFIELD | 169568 | $24.55B | 18 | 2026-05-31 | → |
| 371 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | NEWARK | 106442 | $24.44B | 290 | 2026-03-31 | → |
| 372 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | BOSTON | 146990 | $24.40B | 61 | 2026-03-31 | → |
| 373 | CITI GLOBAL ALTERNATIVES, LLC | NEW YORK | 324457 | $24.39B | 91 | 2025-07-31 | → |
| 374 | GE INVESTMENT MANAGEMENT CORP | NORWALK | 323648 | $24.36B | 5 | 2026-01-31 | → |
| 375 | ELMWOOD ASSET MANAGEMENT LLC | NEW YORK | 297926 | $24.29B | 45 | 2026-03-31 | → |
| 376 | BRIDGEPOINT LLC | NEW YORK | 322260 | $24.18B | 21 | 2026-04-30 | → |
| 377 | BGO US REAL ESTATE LP | NEW YORK | 157034 | $24.12B | 103 | 2026-06-30 | → |
| 378 | PROVIDENCE EQUITY PARTNERS L.L.C. | PROVIDENCE | 155678 | $24.12B | 135 | 2026-03-31 | → |
| 379 | POLEN CAPITAL MANAGEMENT, LLC | BOCA RATON | 106093 | $24.06B | 168 | 2026-05-31 | → |
| 380 | MERIT FINANCIAL GROUP, LLC | ALPHARETTA | 142457 | $23.88B | 470 | 2026-06-30 | → |
| 381 | ADP STRATEGIC PLAN SERVICES, LLC | ROSELAND | 286555 | $23.78B | 13 | 2026-06-30 | → |
| 382 | MOORE CAPITAL MANAGEMENT, LP | NEW YORK | 160188 | $23.70B | 337 | 2026-03-31 | → |
| 383 | TWENTYFOUR ASSET MANAGEMENT (US) LP | NEW YORK | 285791 | $23.48B | 5 | 2026-03-31 | → |
| 384 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | BOSTON | 104945 | $23.44B | 51 | 2026-04-30 | → |
| 385 | BELLE HAVEN INVESTMENTS, L.P. | RYE BROOK | 29278 | $23.32B | 47 | 2026-03-31 | → |
| 386 | NEW HOLLAND CAPITAL, LLC | NEW YORK | 160211 | $23.32B | 32 | 2026-06-30 | → |
| 387 | ARAX ADVISORY PARTNERS, LLC | NEW YORK | 133535 | $23.18B | 319 | 2026-06-30 | → |
| 388 | ENGINEERS GATE MANAGER LP | NEW YORK | 172249 | $23.17B | 296 | 2026-03-31 | → |
| 389 | CAPITAL ADVISORS GROUP, INC | BOSTON | 112000 | $23.03B | 33 | 2026-03-31 | → |
| 390 | CBRE INVESTMENT MANAGEMENT, LLC | NEW YORK | 109981 | $22.84B | 213 | 2026-03-31 | → |
| 391 | PRUDENTIAL SELECT STRATEGIES LLC | NEWARK | 286153 | $22.78B | 64 | 2026-03-31 | → |
| 392 | CANTILLON CAPITAL MANAGEMENT LLC | NEW YORK | 137895 | $22.77B | 14 | 2026-03-31 | → |
| 393 | COMMONFUND OCIO, INC. | NORWALK | 110689 | $22.66B | 42 | 2025-12-31 | → |
| 394 | MPC CAPITAL ADVISORS, LLC | ROCKVILLE CENTRE | 153586 | $22.57B | 9 | 2026-03-31 | → |
| 395 | SUMMIT FINANCIAL, LLC | PARSIPPANY | 299322 | $22.47B | 490 | 2026-03-31 | → |
| 396 | CVC SECONDARY PARTNERS (U.S.), LLC | NEW YORK | 289554 | $22.19B | 45 | 2026-03-31 | → |
| 397 | WATERFALL ASSET MANAGEMENT, LLC | NEW YORK | 137746 | $22.04B | 133 | 2026-03-31 | → |
| 398 | VIDENT ADVISORY, LLC | ALPHARETTA | 286622 | $22.02B | 38 | 2026-03-31 | → |
| 399 | DAVIS SELECTED ADVISERS - NY, INC. | NEW YORK | 106659 | $21.98B | 57 | 2026-03-31 | → |
| 400 | RIALTO CAPITAL MANAGEMENT, LLC | MIAMI | 159998 | $21.73B | 82 | 2026-04-30 | → |
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