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 | |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | BOSTON | 108281 | $5.69T | 1,427 | 2026-03-31 | → |
| 2 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | NEW YORK | 107038 | $3.52T | 3,194 | 2026-06-30 | → |
| 3 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | NEW YORK | 107738 | $2.65T | 2,059 | 2026-05-31 | → |
| 4 | T. ROWE PRICE ASSOCIATES, INC. | BALTIMORE | 105496 | $2.20T | 3,760 | 2026-03-31 | → |
| 5 | MORGAN STANLEY SMITH BARNEY LLC | PURCHASE | 149777 | $1.96T | 29,481 | 2026-06-30 | → |
| 6 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | NEW YORK | 7691 | $1.78T | 32,960 | 2026-06-30 | → |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | BOSTON | 115504 | $1.74T | 194 | 2026-03-31 | → |
| 8 | BLACKROCK FINANCIAL MANAGEMENT, INC | NEW YORK | 107105 | $1.60T | 7,987 | 2026-06-30 | → |
| 9 | WELLINGTON MANAGEMENT COMPANY LLP | BOSTON | 106595 | $1.43T | 1,868 | 2026-03-31 | → |
| 10 | SSGA FUNDS MANAGEMENT, INC. | BOSTON | 111242 | $1.42T | 241 | 2026-03-31 | → |
| 11 | STRATEGIC ADVISERS LLC | BOSTON | 104555 | $1.37T | 17,112 | 2026-03-31 | → |
| 12 | CAPFINANCIAL PARTNERS, LLC | RALEIGH | 175112 | $1.24T | 1,841 | 2026-05-31 | → |
| 13 | PGIM, INC. | NEWARK | 105676 | $1.13T | 1,990 | 2026-04-30 | → |
| 14 | BLACKROCK ADVISORS, LLC | NEW YORK | 106614 | $1.10T | 146 | 2026-05-31 | → |
| 15 | MANAGED ACCOUNT ADVISORS LLC | JERSEY CITY | 142558 | $994.99B | 61 | 2026-06-30 | → |
| 16 | UBS FINANCIAL SERVICES INC. | WEEHAWKEN | 8174 | $915.79B | 12,524 | 2026-06-30 | → |
| 17 | LPL FINANCIAL LLC | FORT MILL | 6413 | $819.12B | 41,879 | 2026-06-30 | → |
| 18 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | BOSTON | 288590 | $818.78B | 15,424 | 2025-03-31 | → |
| 19 | INVESCO ADVISERS, INC. | ATLANTA | 105360 | $749.52B | 2,804 | 2026-06-30 | → |
| 20 | MILLENNIUM MANAGEMENT LLC | NEW YORK | 158117 | $720.85B | 6,670 | 2026-03-31 | → |
| 21 | APOLLO CAPITAL MANAGEMENT, L.P. | NEW YORK | 143161 | $718.48B | 3,564 | 2026-05-31 | → |
| 22 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | NEW YORK | 110353 | $702.25B | 670 | 2026-06-30 | → |
| 23 | BLACKROCK INVESTMENT MANAGEMENT, LLC | PRINCETON | 108928 | $676.69B | 1,589 | 2026-06-30 | → |
| 24 | UBS ASSET MANAGEMENT (AMERICAS) LLC | NEW YORK | 106838 | $588.22B | 574 | 2026-03-31 | → |
| 25 | CITADEL ADVISORS LLC | MIAMI | 148826 | $570.62B | 3,284 | 2026-06-30 | → |
| 26 | METLIFE INVESTMENT MANAGEMENT, LLC | WHIPPANY | 142463 | $563.78B | 956 | 2026-05-31 | → |
| 27 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | BOSTON | 110045 | $514.05B | 1,244 | 2026-03-31 | → |
| 28 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | BOSTON | 108257 | $502.40B | 914 | 2026-05-31 | → |
| 29 | RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG | 705 | $500.96B | 16,780 | 2026-06-30 | → |
| 30 | ALLSPRING GLOBAL INVESTMENTS, LLC | CHARLOTTE | 104973 | $475.78B | 956 | 2026-05-31 | → |
| 31 | J.P. MORGAN PRIVATE INVESTMENTS INC. | NEW YORK | 110186 | $469.98B | 758 | 2026-06-30 | → |
| 32 | TEACHERS ADVISORS, LLC | NEW YORK | 107157 | $436.33B | 383 | 2026-03-31 | → |
| 33 | J.P. MORGAN SECURITIES LLC | NEW YORK | 79 | $429.69B | 8,703 | 2026-06-30 | → |
| 34 | BNY MELLON INVESTMENT ADVISER, INC. | NEW YORK | 105642 | $419.46B | 69 | 2026-06-30 | → |
| 35 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | NEW YORK | 144533 | $399.90B | 2,593 | 2026-06-30 | → |
| 36 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | NEW YORK | 124687 | $398.65B | 1,542 | 2026-03-31 | → |
| 37 | BARINGS LLC | CHARLOTTE | 106006 | $392.75B | 1,101 | 2026-05-31 | → |
| 38 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | SAINT PETERSBURG | 149018 | $390.04B | 9,675 | 2026-06-30 | → |
| 39 | LOOMIS, SAYLES & COMPANY, L.P. | BOSTON | 105377 | $386.88B | 728 | 2026-03-31 | → |
| 40 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | BOSTON | 111298 | $351.32B | 519 | 2026-04-30 | → |
| 41 | FIAM LLC | SMITHFIELD | 133196 | $347.73B | 196 | 2026-03-31 | → |
| 42 | PGIM INVESTMENTS LLC | NEWARK | 105670 | $344.84B | 458 | 2026-05-31 | → |
| 43 | NYL INVESTORS LLC | NEW YORK | 169553 | $329.20B | 301 | 2026-03-31 | → |
| 44 | CAMBRIDGE ASSOCIATES, LLC | BOSTON | 104942 | $326.70B | 1,116 | 2026-04-30 | → |
| 45 | ALLSPRING FUNDS MANAGEMENT, LLC | CHARLOTTE | 110841 | $324.65B | 714 | 2026-05-31 | → |
| 46 | AQR CAPITAL MANAGEMENT, LLC | GREENWICH | 111883 | $311.70B | 728 | 2026-05-31 | → |
| 47 | RBC CAPITAL MARKETS, LLC | NEW YORK | 31194 | $310.43B | 8,781 | 2026-06-30 | → |
| 48 | TIAA-CREF INVESTMENT MANAGEMENT LLC | NEW YORK | 107168 | $292.13B | 383 | 2026-03-31 | → |
| 49 | VOYA INVESTMENT MANAGEMENT CO. LLC | NEW YORK | 106494 | $274.95B | 859 | 2026-03-31 | → |
| 50 | POINT72 ASSET MANAGEMENT, L.P. | STAMFORD | 283077 | $274.10B | 3,345 | 2026-05-31 | → |
| 51 | LORD, ABBETT & CO. LLC | JERSEY CITY | 110391 | $270.39B | 821 | 2025-12-31 | → |
| 52 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | NEW YORK | 137432 | $240.66B | 588 | 2026-03-31 | → |
| 53 | TWO SIGMA INVESTMENTS, LP | NEW YORK | 137137 | $232.82B | 1,555 | 2026-03-31 | → |
| 54 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | BOSTON | 106435 | $228.04B | 267 | 2026-03-31 | → |
| 55 | SQUAREPOINT OPS LLC | NEW YORK | 172116 | $226.98B | 69 | 2026-04-30 | → |
| 56 | MERCER INVESTMENTS LLC | BOSTON | 133449 | $226.04B | 714 | 2026-03-31 | → |
| 57 | SCHONFELD STRATEGIC ADVISORS LLC | NEW YORK | 281984 | $225.25B | 997 | 2026-05-31 | → |
| 58 | JENNISON ASSOCIATES LLC | NEW YORK | 107959 | $214.84B | 360 | 2026-03-31 | → |
| 59 | D. E. SHAW & CO., L.P. | NEW YORK | 108679 | $213.36B | 998 | 2026-03-31 | → |
| 60 | COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM | 8032 | $212.66B | 4,200 | 2026-05-31 | → |
| 61 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | BOSTON | 105790 | $212.05B | 357 | 2026-03-31 | → |
| 62 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | BALTIMORE | 314590 | $204.18B | 112 | 2026-03-31 | → |
| 63 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | NEW YORK | 104518 | $199.66B | 452 | 2026-05-31 | → |
| 64 | HARBOURVEST PARTNERS, LLC | BOSTON | 109846 | $191.18B | 1,204 | 2026-05-31 | → |
| 65 | CLEARBRIDGE INVESTMENTS, LLC | NEW YORK | 137028 | $184.81B | 210 | 2026-01-31 | → |
| 66 | BLACKSTONE ISG-I ADVISORS L.L.C. | NEW YORK | 289202 | $183.53B | 114 | 2026-03-31 | → |
| 67 | ACADIAN ASSET MANAGEMENT LLC | BOSTON | 106609 | $177.46B | 375 | 2026-05-31 | → |
| 68 | HPS INVESTMENT PARTNERS, LLC | NEW YORK | 282125 | $175.72B | 826 | 2026-05-31 | → |
| 69 | BLACKROCK CAPITAL MANAGEMENT, INC. | WILMINGTON | 108069 | $172.62B | 79 | 2026-06-30 | → |
| 70 | INSIGHT NORTH AMERICA LLC | NEW YORK | 145995 | $171.09B | 238 | 2026-06-30 | → |
| 71 | FRANKLIN TEMPLETON FUND ADVISER, LLC | NEW YORK | 140432 | $167.44B | 0 | 2025-12-31 | → |
| 72 | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | NEW YORK | 156933 | $167.15B | 67 | 2026-03-31 | → |
| 73 | ALPHADYNE ASSET MANAGEMENT LP | NEW YORK | 154176 | $164.83B | 121 | 2026-03-31 | → |
| 74 | GQG PARTNERS LLC | FORT LAUDERDALE | 283720 | $163.86B | 227 | 2026-03-31 | → |
| 75 | CERITY PARTNERS LLC | NEW YORK | 151559 | $161.68B | 1,529 | 2026-06-30 | → |
| 76 | MACKAY SHIELDS LLC | NEW YORK | 107717 | $159.52B | 206 | 2026-04-30 | → |
| 77 | EXODUSPOINT CAPITAL MANAGEMENT, LP | NEW YORK | 294156 | $159.41B | 707 | 2026-06-30 | → |
| 78 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | NEW YORK | 105686 | $156.56B | 100 | 2026-06-30 | → |
| 79 | BOSTON MANAGEMENT AND RESEARCH | BOSTON | 104853 | $154.73B | 203 | 2026-03-31 | → |
| 80 | NEPC, LLC | BOSTON | 110562 | $152.72B | 379 | 2026-05-31 | → |
| 81 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | NEW YORK | 105820 | $150.40B | 254 | 2026-03-31 | → |
| 82 | BRIDGEWATER ASSOCIATES, LP | WESTPORT | 105129 | $150.16B | 1,135 | 2026-05-31 | → |
| 83 | ICAPITAL ADVISORS, LLC | NEW YORK | 177513 | $149.86B | 552 | 2026-05-31 | → |
| 84 | MARINER INVESTMENT GROUP, LLC | NEW YORK | 124744 | $149.62B | 146 | 2026-03-31 | → |
| 85 | BLACKSTONE MANAGEMENT PARTNERS L.L.C. | NEW YORK | 136979 | $145.73B | 213 | 2026-03-31 | → |
| 86 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | NEW YORK | 157434 | $142.15B | 437 | 2026-05-31 | → |
| 87 | NUVEEN ALTERNATIVES ADVISORS LLC | NEW YORK | 160255 | $142.02B | 87 | 2026-04-30 | → |
| 88 | APG ASSET MANAGEMENT US, INC | NEW YORK | 160795 | $141.33B | 183 | 2026-03-31 | → |
| 89 | LMR PARTNERS LLC | NEW YORK | 292183 | $140.11B | 106 | 2026-06-30 | → |
| 90 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | NEW YORK | 142219 | $139.88B | 15 | 2026-06-30 | → |
| 91 | VERITION FUND MANAGEMENT LLC | GREENWICH | 156610 | $139.39B | 899 | 2026-03-31 | → |
| 92 | CAPULA INVESTMENT US LP | NEW YORK | 157589 | $137.44B | 80 | 2026-06-30 | → |
| 93 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 108260 | $136.48B | 392 | 2026-05-31 | → |
| 94 | RHUMBLINE ADVISERS LTD PARTNERSHIP | BOSTON | 107151 | $136.48B | 32 | 2026-03-31 | → |
| 95 | GOLDMAN SACHS & CO. LLC | NEW YORK | 361 | $133.64B | 2,268 | 2026-06-30 | → |
| 96 | AFLAC ASSET MANAGEMENT LLC | NEW YORK | 304316 | $133.47B | 110 | 2026-03-31 | → |
| 97 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | CHARLOTTE | 107312 | $132.63B | 29 | 2026-03-31 | → |
| 98 | BLACKSTONE REAL ESTATE ADVISORS L.P. | NEW YORK | 142979 | $130.74B | 547 | 2026-03-31 | → |
| 99 | INCOME RESEARCH + MANAGEMENT | BOSTON | 104863 | $130.65B | 218 | 2026-03-31 | → |
| 100 | ELLIOTT INVESTMENT MANAGEMENT L.P. | WEST PALM BEACH | 307151 | $128.62B | 665 | 2026-05-31 | → |
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