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 | |
|---|---|---|---|---|---|---|---|
| 801 | LYRICAL ASSET MANAGEMENT LP | NEW YORK | 148267 | $7.37B | 30 | 2026-03-31 | → |
| 802 | ALLIANT RETIREMENT SERVICES, LLC | ALPHARETTA | 167970 | $7.37B | 30 | 2026-04-30 | → |
| 803 | SURGOCAP PARTNERS LP | NEW YORK | 323078 | $7.35B | 28 | 2026-06-30 | → |
| 804 | SPECTRUM EQUITY MANAGEMENT, INC. | BOSTON | 160619 | $7.32B | 80 | 2026-03-31 | → |
| 805 | ARBOUR LANE CAPITAL MANAGEMENT LP | STAMFORD | 298198 | $7.30B | 30 | 2026-03-31 | → |
| 806 | DIMENSION CAPITAL MANAGEMENT LLC | CORAL GABLES | 109380 | $7.29B | 50 | 2026-03-31 | → |
| 807 | MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC | BETHESDA | 285820 | $7.27B | 360 | 2026-05-31 | → |
| 808 | DOMAIN CAPITAL ADVISORS, LLC | ATLANTA | 110663 | $7.27B | 33 | 2026-03-31 | → |
| 809 | HOF CAPITAL MANAGEMENT, LLC | NEW YORK | 287485 | $7.25B | 28 | 2026-03-31 | → |
| 810 | RIVERSTONE INVESTMENT GROUP LLC | NEW YORK | 130849 | $7.24B | 27 | 2026-03-31 | → |
| 811 | A&M CAPITAL ADVISORS, LP | GREENWICH | 163576 | $7.20B | 86 | 2026-06-30 | → |
| 812 | BDT & MSD BDC MANAGEMENT, LLC | NEW YORK | 330624 | $7.18B | 498 | 2026-03-31 | → |
| 813 | SILVERSMITH MANAGEMENT, L.P. | BOSTON | 281620 | $7.16B | 38 | 2026-03-31 | → |
| 814 | SACHEM HEAD CAPITAL MANAGEMENT LP | NEW YORK | 167173 | $7.16B | 17 | 2026-03-31 | → |
| 815 | BROWN BROTHERS HARRIMAN & CO. | NEW YORK | 111231 | $7.15B | 48 | 2026-03-31 | → |
| 816 | GROVE STREET ADVISORS, LLC | NEWTON | 111497 | $7.14B | 35 | 2026-05-31 | → |
| 817 | CASSADAY & CO WEALTH MANAGEMENT LLC | MCLEAN | 317672 | $7.14B | 97 | 2026-03-31 | → |
| 818 | TWEEDY, BROWNE COMPANY LLC | STAMFORD | 6857 | $7.13B | 39 | 2026-06-30 | → |
| 819 | DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC | MIAMI | 285629 | $7.10B | 3 | 2026-03-31 | → |
| 820 | CRESTVIEW ADVISORS, L.L.C. | NEW YORK | 157488 | $7.08B | 36 | 2026-03-31 | → |
| 821 | TAG ASSOCIATES LLC | NEW YORK | 116959 | $7.07B | 71 | 2026-06-30 | → |
| 822 | JOHN W. BRISTOL & CO., INC. | NEW YORK | 105597 | $7.07B | 18 | 2026-03-31 | → |
| 823 | ARGO INFRASTRUCTURE PARTNERS LP | NEW YORK | 171246 | $7.07B | 17 | 2026-05-31 | → |
| 824 | JAMESTOWN, L.P. | ATLANTA | 158207 | $7.06B | 233 | 2026-05-31 | → |
| 825 | GLG LLC | NEW YORK | 138802 | $7.04B | 29 | 2026-03-31 | → |
| 826 | CASPIAN CAPITAL, LP | NEW YORK | 155751 | $7.03B | 29 | 2026-03-31 | → |
| 827 | ONE MADISON GROUP LLC | NEW YORK | 320876 | $7.02B | 23 | 2026-03-31 | → |
| 828 | WINDROSE HEALTH INVESTORS, LLC | NEW YORK | 160311 | $7.01B | 22 | 2026-05-31 | → |
| 829 | COMMUNITY CAPITAL MANAGEMENT, LLC | FORT LAUDERDALE | 109368 | $7.00B | 39 | 2026-06-30 | → |
| 830 | CANNELL & SPEARS LLC | NEW YORK | 142633 | $6.99B | 40 | 2026-03-31 | → |
| 831 | OCEANSOUND PARTNERS, LP | NEW YORK | 300935 | $6.95B | 35 | 2026-03-31 | → |
| 832 | BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC | NEW YORK | 316821 | $6.95B | 250 | 2026-03-31 | → |
| 833 | ALGEBRIS INVESTMENTS (US) INC. | BOSTON | 169236 | $6.94B | 4 | 2026-03-31 | → |
| 834 | DAKOTA WEALTH, LLC | PALM BEACH GARDENS | 297987 | $6.94B | 91 | 2026-03-31 | → |
| 835 | STELLEX CAPITAL MANAGEMENT LLC | NEW YORK | 174278 | $6.91B | 45 | 2026-03-31 | → |
| 836 | PGIM CUSTOM HARVEST LLC | NEWARK | 290235 | $6.90B | 68 | 2026-05-31 | → |
| 837 | PGIM DC SOLUTIONS LLC | NEWARK | 318800 | $6.90B | 66 | 2026-05-31 | → |
| 838 | GMT CAPITAL CORP. | ATLANTA | 160404 | $6.90B | 19 | 2026-03-31 | → |
| 839 | ABACUS CAPITAL GROUP LLC | NEW YORK | 157243 | $6.88B | 33 | 2026-03-31 | → |
| 840 | HARBOR INVESTMENT ADVISORY, LLC | LUTHERVILLE | 151085 | $6.87B | 35 | 2026-03-31 | → |
| 841 | PRYSM CAPITAL, L.P. | PRINCETON | 304961 | $6.86B | 14 | 2026-03-31 | → |
| 842 | SMARTLEAF ASSET MANAGEMENT LLC | BOSTON | 172273 | $6.85B | 18 | 2026-03-31 | → |
| 843 | IMPERIAL FUND ASSET MANAGEMENT LLC | FORT LAUDERDALE | 317525 | $6.84B | 12 | 2026-06-30 | → |
| 844 | TILDEN PARK CAPITAL MANAGEMENT LP | NEW YORK | 161836 | $6.84B | 37 | 2026-06-30 | → |
| 845 | LMCG INVESTMENTS, LLC | BOSTON | 149936 | $6.83B | 46 | 2026-04-30 | → |
| 846 | SILVER ROCK CAPITAL PARTNERS LP | NEW YORK | 318007 | $6.83B | 15 | 2026-03-31 | → |
| 847 | GLAZER CAPITAL, LLC. | NEW YORK | 136932 | $6.81B | 45 | 2026-03-31 | → |
| 848 | LEAD EDGE CAPITAL MANAGEMENT, LLC | NEW YORK | 241795 | $6.77B | 68 | 2026-04-30 | → |
| 849 | LAURION CAPITAL MANAGEMENT LP | NEW YORK | 161278 | $6.76B | 59 | 2026-03-31 | → |
| 850 | DISCOVERY CAPITAL MANAGEMENT, LLC | SOUTH NORWALK | 161263 | $6.75B | 36 | 2026-03-31 | → |
| 851 | MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC | BOSTON | 109641 | $6.74B | 660 | 2026-03-31 | → |
| 852 | THE BOLLARD GROUP LLC | BOSTON | 155317 | $6.72B | 29 | 2026-03-31 | → |
| 853 | TRG MANAGEMENT LP | NEW YORK | 138083 | $6.72B | 102 | 2026-03-31 | → |
| 854 | TRUTINO CAPITAL MANAGEMENT, LLC | NEW YORK | 281980 | $6.72B | 7 | 2026-02-28 | → |
| 855 | TRIAN FUND MANAGEMENT, L.P. | NEW YORK | 154172 | $6.71B | 30 | 2026-04-30 | → |
| 856 | LEEDS EQUITY ADVISORS LLC | NEW YORK | 161956 | $6.71B | 37 | 2026-03-31 | → |
| 857 | BC PARTNERS ADVISORS L.P. | NEW YORK | 288495 | $6.69B | 120 | 2026-03-31 | → |
| 858 | LADENBURG THALMANN ASSET MANAGEMENT INC | NEW YORK | 108604 | $6.68B | 30 | 2026-05-31 | → |
| 859 | AVISTA CAPITAL HOLDINGS, L.P. | NEW YORK | 160750 | $6.66B | 24 | 2026-03-31 | → |
| 860 | QUANTBOT TECHNOLOGIES, LP | NEW YORK | 170824 | $6.65B | 87 | 2026-03-31 | → |
| 861 | PROSPECT CAPITAL MANAGEMENT L.P. | WEST PALM BEACH | 131018 | $6.64B | 143 | 2026-03-31 | → |
| 862 | CORTEC GROUP MANAGEMENT SERVICES, LLC | NEW YORK | 161429 | $6.63B | 30 | 2026-03-31 | → |
| 863 | SOUTHPOINT CAPITAL ADVISORS LP | NEW YORK | 161754 | $6.63B | 17 | 2026-03-31 | → |
| 864 | T. ROWE PRICE (CANADA) INC. | BALTIMORE | 107290 | $6.55B | 11 | 2026-03-31 | → |
| 865 | K2/D&S MANAGEMENT CO., L.L.C. | STAMFORD | 123826 | $6.53B | 30 | 2026-04-30 | → |
| 866 | FOXHAVEN ASSET MANAGEMENT, LP | CHARLOTTESVILLE | 168872 | $6.50B | 10 | 2026-03-31 | → |
| 867 | OSAIC INSTITUTIONS, INC. | MERIDEN | 35371 | $6.49B | 1,839 | 2026-05-31 | → |
| 868 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | BOSTON | 139068 | $6.48B | 80 | 2026-03-31 | → |
| 869 | GREENSPRING ADVISORS, LLC | TOWSON | 132669 | $6.46B | 68 | 2026-06-30 | → |
| 870 | LEVEL EQUITY MANAGEMENT, LLC | NEW YORK | 160016 | $6.46B | 52 | 2026-03-31 | → |
| 871 | DOUGLASS WINTHROP ADVISORS LLC | NEW YORK | 108680 | $6.46B | 34 | 2026-03-31 | → |
| 872 | ARNHOLD LLC | NEW YORK | 290117 | $6.44B | 13 | 2026-03-31 | → |
| 873 | NASSAU GLOBAL CREDIT LLC | NEW YORK | 287937 | $6.43B | 16 | 2026-03-31 | → |
| 874 | SPIDER MANAGEMENT COMPANY, LLC | RICHMOND | 149343 | $6.41B | 23 | 2025-09-30 | → |
| 875 | CERTARES MANAGEMENT LLC | NEW YORK | 296928 | $6.41B | 36 | 2026-03-31 | → |
| 876 | TETRAGON PARTNERS L.P. | NEW YORK | 156040 | $6.40B | 122 | 2026-06-30 | → |
| 877 | GLENVIEW CAPITAL MANAGEMENT, LLC | NEW YORK | 137640 | $6.37B | 49 | 2026-03-31 | → |
| 878 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | NEW YORK | 161684 | $6.35B | 30 | 2026-05-31 | → |
| 879 | ANDERSEN TAX LLC | MCLEAN | 124205 | $6.35B | 2,061 | 2026-03-31 | → |
| 880 | ETHOS CAPITAL LP | BOSTON | 306874 | $6.31B | 19 | 2026-03-31 | → |
| 881 | MADISON INTERNATIONAL REALTY HOLDINGS, LLC | NEW YORK | 158165 | $6.31B | 62 | 2026-03-31 | → |
| 882 | FIRST RESERVE MANAGEMENT, L.P. | STAMFORD | 157056 | $6.31B | 38 | 2026-05-31 | → |
| 883 | WINSHORE CAPITAL PARTNERS LP | NEW YORK | 300347 | $6.30B | 5 | 2026-06-30 | → |
| 884 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | WESTBOROUGH | 109420 | $6.30B | 69 | 2026-03-31 | → |
| 885 | LANDMARK MANAGEMENT, LLC | NEW YORK | 157511 | $6.29B | 30 | 2026-03-31 | → |
| 886 | BRINLEY PARTNERS, LP | NEW YORK | 316147 | $6.29B | 22 | 2026-03-31 | → |
| 887 | STELAC ADVISORY SERVICES LLC | NEW YORK | 145103 | $6.29B | 21 | 2026-03-31 | → |
| 888 | CROSS OCEAN PARTNERS MANAGEMENT LP | GREENWICH | 285340 | $6.29B | 34 | 2026-03-31 | → |
| 889 | KOVACK ADVISORS, INC. | FT. LAUDERDALE | 140808 | $6.28B | 320 | 2026-04-30 | → |
| 890 | NPPG PLAN PROFESSIONALS, LLC | SHREWSBURY | 324646 | $6.27B | 2 | 2026-05-31 | → |
| 891 | KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC | NEW YORK | 160432 | $6.27B | 73 | 2026-05-31 | → |
| 892 | J. SAFRA ASSET MANAGEMENT CORPORATION | NEW YORK CITY | 131243 | $6.26B | 22 | 2026-03-31 | → |
| 893 | BRIGHTWOOD CAPITAL ADVISORS, LLC | NEW YORK | 167330 | $6.19B | 64 | 2026-06-30 | → |
| 894 | BECK, MACK & OLIVER LLC | NEW YORK | 105466 | $6.18B | 24 | 2026-03-31 | → |
| 895 | RIVERNORTH CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 122020 | $6.17B | 20 | 2026-03-31 | → |
| 896 | TIKEHAU CAPITAL NORTH AMERICA LLC | NEW YORK | 289075 | $6.16B | 56 | 2026-05-31 | → |
| 897 | A FIN MANAGEMENT LLC | SUNNY ISLES BEACH | 315482 | $6.16B | 30 | 2026-03-31 | → |
| 898 | PENNANTPARK INVESTMENT ADVISERS, LLC | MIAMI BEACH | 143149 | $6.16B | 91 | 2026-03-31 | → |
| 899 | LOTUS INFRASTRUCTURE PARTNERS, LP | GREENWICH | 324015 | $6.16B | 30 | 2026-03-31 | → |
| 900 | PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC | NEW YORK | 288266 | $6.14B | 38 | 2026-05-31 | → |
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