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 | |
|---|---|---|---|---|---|---|---|
| 701 | GRANITESHARES ADVISORS LLC | NEW YORK | 287806 | $9.19B | 6 | 2026-01-31 | → |
| 702 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | OLD GREENWICH | 141772 | $9.18B | 164 | 2026-03-31 | → |
| 703 | CRAWFORD INVESTMENT COUNSEL INC | ATLANTA | 110271 | $9.14B | 54 | 2026-03-31 | → |
| 704 | CABOT PROPERTIES L.P. | BOSTON | 118729 | $9.11B | 157 | 2026-03-31 | → |
| 705 | COLUMBIA CAPITAL, L.P. | ALEXANDRIA | 159616 | $9.10B | 23 | 2026-05-31 | → |
| 706 | HIGHVISTA STRATEGIES LLC | BOSTON | 155759 | $9.10B | 80 | 2026-03-31 | → |
| 707 | H. M. PAYSON & CO. | PORTLAND | 2993 | $9.09B | 34 | 2026-03-31 | → |
| 708 | BRADLEY FOSTER & SARGENT INC | HARTFORD | 106928 | $9.07B | 61 | 2026-04-30 | → |
| 709 | 400 CAPITAL MANAGEMENT LLC | NEW YORK | 160089 | $9.04B | 76 | 2026-03-31 | → |
| 710 | DEERPATH CAPITAL MANAGEMENT, LP | FORT LAUDERDALE | 160791 | $9.03B | 100 | 2026-03-31 | → |
| 711 | JOHCM (USA) INC | BOSTON | 167596 | $9.01B | 60 | 2025-09-30 | → |
| 712 | J.F. LEHMAN AND COMPANY LLC | NEW YORK | 292932 | $9.01B | 58 | 2026-03-31 | → |
| 713 | SIMON QUICK ADVISORS, LLC | MORRISTOWN | 132330 | $9.01B | 97 | 2026-03-31 | → |
| 714 | COLLER CAPITAL INC | NEW YORK | 158102 | $9.00B | 59 | 2025-06-30 | → |
| 715 | LITTLEJOHN & CO., LLC | GREENWICH | 156720 | $8.97B | 81 | 2026-03-31 | → |
| 716 | SENTINEL CAPITAL PARTNERS, L.L.C. | NEW YORK | 160474 | $8.96B | 62 | 2026-03-31 | → |
| 717 | QUINBROOK INFRASTRUCTURE PARTNERS LLC | NEW YORK | 287822 | $8.95B | 25 | 2026-03-31 | → |
| 718 | ATREIDES MANAGEMENT, LP | BOSTON | 301152 | $8.94B | 26 | 2026-05-31 | → |
| 719 | IMPAX ASSET MANAGEMENT LLC | PORTSMOUTH | 114335 | $8.94B | 93 | 2025-12-31 | → |
| 720 | WESTPORT CAPITAL PARTNERS LLC | DARIEN | 157493 | $8.92B | 34 | 2026-03-31 | → |
| 721 | PINNACLE ASSET MANAGEMENT, L.P. | NEW YORK | 126487 | $8.89B | 23 | 2026-03-31 | → |
| 722 | SNOWDEN CAPITAL ADVISORS LLC | NEW YORK | 157299 | $8.87B | 154 | 2026-04-30 | → |
| 723 | ADVENT CAPITAL MANAGEMENT, LLC | NEW YORK | 113013 | $8.82B | 58 | 2026-03-31 | → |
| 724 | ARKADIOS WEALTH ADVISORS LLC | ATLANTA | 288863 | $8.79B | 188 | 2026-06-30 | → |
| 725 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | STAMFORD | 112500 | $8.77B | 27 | 2026-03-31 | → |
| 726 | TIAA KASPICK, LLC | BOSTON | 104554 | $8.74B | 115 | 2026-06-30 | → |
| 727 | HAMLIN CAPITAL MANAGEMENT, LLC | NEW YORK | 119278 | $8.71B | 24 | 2026-03-31 | → |
| 728 | MILLBURN RIDGEFIELD LLC | NEW YORK | 148870 | $8.67B | 59 | 2026-05-31 | → |
| 729 | TD PRIVATE CLIENT WEALTH LLC | NEW YORK | 164484 | $8.57B | 671 | 2026-06-30 | → |
| 730 | BLUE TORCH CAPITAL LP | NEW YORK | 288110 | $8.56B | 46 | 2026-04-30 | → |
| 731 | GRESHAM INVESTMENT MANAGEMENT LLC | NEW YORK | 134392 | $8.55B | 41 | 2026-06-30 | → |
| 732 | BLACKSTONE MULTI-ASSET ADVISORS L.L.C. | NEW YORK | 171640 | $8.54B | 39 | 2026-05-31 | → |
| 733 | VISE AI ADVISORS, LLC | NEW YORK CITY | 301761 | $8.53B | 44 | 2026-06-30 | → |
| 734 | HORIZON INVESTMENTS LLC | CHARLOTTE | 109552 | $8.47B | 76 | 2026-03-31 | → |
| 735 | ELDRIDGE CREDIT ADVISERS, LLC | NEW YORK | 155736 | $8.46B | 292 | 2026-05-31 | → |
| 736 | MIDOCEAN CREDIT FUND MANAGEMENT, L.P. | NEW YORK | 151578 | $8.46B | 45 | 2026-03-31 | → |
| 737 | BNY MELLON SECURITIES CORPORATION | NEW YORK | 231 | $8.45B | 253 | 2026-06-30 | → |
| 738 | SYNOVUS SECURITIES, INC. | COLUMBUS | 14023 | $8.45B | 280 | 2026-01-31 | → |
| 739 | DOUGLAS LANE & ASSOCIATES, LLC | NEW YORK | 282563 | $8.44B | 37 | 2026-03-31 | → |
| 740 | VISTA CREDIT PARTNERS, L.P. | NEW YORK | 329152 | $8.42B | 51 | 2026-03-31 | → |
| 741 | AUREUS ASSET MANAGEMENT, LLC | BOSTON | 136674 | $8.40B | 14 | 2026-03-31 | → |
| 742 | BATTERY GLOBAL ADVISORS, LLC | BOSTON | 158508 | $8.37B | 38 | 2026-06-30 | → |
| 743 | DEEP TRACK CAPITAL, LP | GREENWICH | 312459 | $8.37B | 19 | 2026-03-31 | → |
| 744 | SK CAPITAL PARTNERS, LP | NEW YORK | 161487 | $8.36B | 74 | 2026-04-30 | → |
| 745 | ASANA PARTNERS, LP | CHARLOTTE | 284477 | $8.35B | 125 | 2026-04-30 | → |
| 746 | SKYVIEW INVESTMENT ADVISORS, LLC | SHREWSBURY | 286353 | $8.32B | 21 | 2026-03-31 | → |
| 747 | BOLTON SECURITIES CORP | BOLTON | 129376 | $8.28B | 158 | 2026-03-31 | → |
| 748 | CHATHAM ASSET MANAGEMENT, LLC | CHATHAM | 157517 | $8.27B | 37 | 2026-03-31 | → |
| 749 | NICHOLAS HOFFMAN & COMPANY, LLC | ATLANTA | 144516 | $8.26B | 26 | 2026-03-31 | → |
| 750 | ADVANTAGE CAPITAL MANAGEMENT LLC | NEW YORK | 171128 | $8.26B | 30 | 2026-05-31 | → |
| 751 | JONATHAN ROBERTS ADVISORY GROUP, INC. | TAMPA | 112294 | $8.25B | 550 | 2026-03-31 | → |
| 752 | CAPITAL INVESTMENT ADVISORS, LLC | ATLANTA | 158055 | $8.21B | 107 | 2026-04-30 | → |
| 753 | CAMBRIDGE ASSOCIATES LIMITED, LLC | BOSTON | 106003 | $8.20B | 15 | 2026-03-31 | → |
| 754 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | NEW YORK | 133827 | $8.17B | 13 | 2026-03-31 | → |
| 755 | R M DAVIS INC | PORTLAND | 105448 | $8.15B | 63 | 2026-03-31 | → |
| 756 | STARBOARD VALUE LP | NEW YORK | 156943 | $8.15B | 44 | 2026-03-31 | → |
| 757 | RHONE GROUP L.L.C. | NEW YORK | 161731 | $8.15B | 35 | 2026-03-31 | → |
| 758 | CHILTON INVESTMENT SERVICES, LLC | STAMFORD | 159306 | $8.15B | 70 | 2026-03-31 | → |
| 759 | BRAMSHILL INVESTMENTS, LLC | NAPLES | 162492 | $8.14B | 38 | 2026-03-31 | → |
| 760 | STRIPES MANAGEMENT, LLC | NEW YORK | 157553 | $8.14B | 51 | 2026-03-31 | → |
| 761 | LIGHTYEAR CAPITAL LLC | NEW YORK | 156781 | $8.08B | 50 | 2026-04-30 | → |
| 762 | CRESTWOOD ADVISORS GROUP, LLC | BOSTON | 286243 | $8.02B | 64 | 2026-06-30 | → |
| 763 | BLACKSTONE ISG-II ADVISORS L.L.C. | NEW YORK | 289550 | $8.01B | 114 | 2026-03-31 | → |
| 764 | HOWARD CAPITAL MANAGEMENT, INC. | ALPHARETTA | 118070 | $8.01B | 45 | 2026-06-30 | → |
| 765 | CION ARES MANAGEMENT, LLC | NEW YORK | 284930 | $8.00B | 18 | 2026-05-31 | → |
| 766 | SECURITY INVESTORS, LLC | NEW YORK | 105477 | $7.97B | 20 | 2026-03-31 | → |
| 767 | BV INVESTMENT PARTNERS, L.P. | BOSTON | 159349 | $7.94B | 47 | 2026-03-31 | → |
| 768 | LOANCORE CAPITAL CREDIT ADVISOR LLC | GREENWICH | 293737 | $7.92B | 48 | 2026-03-31 | → |
| 769 | ORION RESOURCE PARTNERS (USA), LP | NEW YORK | 161327 | $7.91B | 59 | 2026-05-31 | → |
| 770 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | NEW YORK | 132694 | $7.90B | 41 | 2026-03-31 | → |
| 771 | EDWARDS CAPITAL, LLC | MIAMI | 157864 | $7.89B | 65 | 2026-03-31 | → |
| 772 | D.F. DENT AND COMPANY, INC. | BALTIMORE | 105179 | $7.88B | 31 | 2026-06-30 | → |
| 773 | KENSICO CAPITAL MANAGEMENT CORP. | GREENWICH | 157934 | $7.88B | 25 | 2026-03-31 | → |
| 774 | SUVRETTA CAPITAL MANAGEMENT, LLC | NEW YORK | 165153 | $7.87B | 23 | 2026-03-31 | → |
| 775 | ODYSSEY INVESTMENT PARTNERS, LLC | NEW YORK | 160990 | $7.85B | 45 | 2026-05-31 | → |
| 776 | INGALLS & SNYDER LLC | NEW YORK | 2288 | $7.83B | 92 | 2025-12-31 | → |
| 777 | ETHIC INC. | NEW YORK | 282827 | $7.82B | 76 | 2026-03-31 | → |
| 778 | HUNTER POINT CAPITAL LP | NEW YORK | 310871 | $7.81B | 74 | 2026-03-31 | → |
| 779 | AMOVA ASSET MANAGEMENT AMERICAS, INC. | NEW YORK | 824 | $7.78B | 27 | 2026-06-30 | → |
| 780 | WGI DM, LLC | BOSTON | 334219 | $7.78B | 6 | 2026-03-31 | → |
| 781 | WEDGE CAPITAL MANAGEMENT LLP | CHARLOTTE | 106234 | $7.75B | 26 | 2026-03-31 | → |
| 782 | AE INDUSTRIAL PARTNERS, LP | BOCA RATON | 173020 | $7.72B | 90 | 2026-03-31 | → |
| 783 | RITHOLTZ WEALTH MANAGEMENT | NEW YORK | 168652 | $7.70B | 83 | 2026-05-31 | → |
| 784 | CORSAIR CAPITAL LLC | NEW YORK | 137887 | $7.68B | 52 | 2026-04-30 | → |
| 785 | CADARET, GRANT & CO., INC. | SYRACUSE | 10641 | $7.67B | 692 | 2025-07-31 | → |
| 786 | FIDUCIARY TRUST INTERNATIONAL, LLC | LINCOLN | 124062 | $7.67B | 50 | 2025-12-31 | → |
| 787 | MGG INVESTMENT GROUP LP | NEW YORK | 174126 | $7.59B | 45 | 2026-03-31 | → |
| 788 | SIGNATURE FINANCIAL MANAGEMENT INC | NORFOLK | 106375 | $7.57B | 36 | 2026-03-31 | → |
| 789 | DSM CAPITAL PARTNERS LLC | PALM BEACH GARDENS | 113609 | $7.56B | 25 | 2026-05-31 | → |
| 790 | HIGHBRIDGE CAPITAL MANAGEMENT, LLC | NEW YORK | 134776 | $7.55B | 60 | 2026-03-31 | → |
| 791 | QIC US INVESTMENT SERVICES INC | NEW YORK | 161705 | $7.52B | 30 | 2026-06-30 | → |
| 792 | SESSA CAPITAL IM, L.P. | NEW YORK | 166403 | $7.52B | 13 | 2026-03-31 | → |
| 793 | ITE MANAGEMENT L.P. | NEW YORK | 277037 | $7.51B | 85 | 2026-06-30 | → |
| 794 | LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | NEW YORK | 153582 | $7.48B | 64 | 2026-03-31 | → |
| 795 | HOMESTEAD ADVISERS CORP. | ARLINGTON | 109845 | $7.45B | 40 | 2026-06-30 | → |
| 796 | HUDSON HOUSING CAPITAL LLC | NEW YORK | 161240 | $7.44B | 89 | 2026-03-31 | → |
| 797 | GRAMERCY FUNDS MANAGEMENT LLC | WEST PALM BEACH | 152209 | $7.42B | 75 | 2026-03-31 | → |
| 798 | XN LP | NEW YORK | 308156 | $7.41B | 34 | 2026-03-31 | → |
| 799 | JLL PARTNERS LLC | NEW YORK | 285186 | $7.40B | 36 | 2026-03-31 | → |
| 800 | EVENTIDE ASSET MANAGEMENT, LLC | BOSTON | 147110 | $7.38B | 69 | 2026-03-31 | → |
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