Research Report · 2026-02-28
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
100
Total AUM
$2.89T
Median AUM
$5.99B
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY PERSONAL AND WORKPLACE ADVISORS LLC | BOSTON | 288590 | $818.78B | 15,424 | 2025-03-31 | → |
| 2 | LORD, ABBETT & CO. LLC | JERSEY CITY | 110391 | $270.39B | 821 | 2025-12-31 | → |
| 3 | CLEARBRIDGE INVESTMENTS, LLC | NEW YORK | 137028 | $184.81B | 210 | 2026-01-31 | → |
| 4 | FRANKLIN TEMPLETON FUND ADVISER, LLC | NEW YORK | 140432 | $167.44B | 0 | 2025-12-31 | → |
| 5 | AMUNDI ASSET MANAGEMENT US, INC. | BOSTON | 107719 | $122.06B | 354 | 2025-03-31 | → |
| 6 | PUTNAM INVESTMENT MANAGEMENT, LLC | BOSTON | 106629 | $117.24B | 139 | 2026-02-28 | → |
| 7 | LEXINGTON PARTNERS L.P. | NEW YORK | 147281 | $79.27B | 171 | 2025-12-31 | → |
| 8 | TWO SIGMA ADVISERS, LP | NEW YORK | 152254 | $74.26B | 101 | 2026-01-31 | → |
| 9 | CLARION PARTNERS, LLC | NEW YORK | 108803 | $73.68B | 321 | 2026-02-28 | → |
| 10 | EAGLE ASSET MANAGEMENT INC | ST. PETERSBURG | 110653 | $60.65B | 77 | 2025-12-31 | → |
| 11 | BUCK GLOBAL, LLC | NEW YORK | 108695 | $47.61B | 625 | 2025-03-31 | → |
| 12 | FRANKLIN MUTUAL ADVISERS, LLC | SHORT HILLS | 111376 | $42.59B | 52 | 2025-12-31 | → |
| 13 | IFM INVESTORS (US) ADVISOR, LLC | NEW YORK | 146366 | $40.23B | 157 | 2025-12-31 | → |
| 14 | NINETY ONE NORTH AMERICA, INC. | NEW YORK | 167922 | $38.74B | 67 | 2025-06-30 | → |
| 15 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | NEW YORK | 110411 | $36.42B | 48 | 2026-01-31 | → |
| 16 | SHENKMAN CAPITAL MANAGEMENT, INC. | NEW YORK | 112192 | $35.08B | 146 | 2026-01-31 | → |
| 17 | THE PUTNAM ADVISORY COMPANY, LLC | BOSTON | 106631 | $33.19B | 7 | 2025-12-31 | → |
| 18 | EISLER CAPITAL (US) LLC | NEW YORK | 315314 | $33.00B | 94 | 2025-07-31 | → |
| 19 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | NEW YORK | 117384 | $29.59B | 127 | 2026-02-28 | → |
| 20 | PGIM MULTI-ASSET SOLUTIONS LLC | NEWARK | 136274 | $26.26B | 39 | 2025-03-31 | → |
| 21 | CITI GLOBAL ALTERNATIVES, LLC | NEW YORK | 324457 | $24.39B | 91 | 2025-07-31 | → |
| 22 | GE INVESTMENT MANAGEMENT CORP | NORWALK | 323648 | $24.36B | 5 | 2026-01-31 | → |
| 23 | ADP STRATEGIC PLAN SERVICES, LLC | ROSELAND | 286555 | $23.78B | 13 | 2025-09-30 | → |
| 24 | COMMONFUND OCIO, INC. | NORWALK | 110689 | $22.66B | 42 | 2025-12-31 | → |
| 25 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | STAMFORD | 144594 | $19.78B | 103 | 2025-12-31 | → |
| 26 | CF PRIVATE EQUITY, INC. | NORWALK | 110657 | $15.78B | 66 | 2025-12-31 | → |
| 27 | ASCENSUS INVESTMENT ADVISORS, LLC | NEWTON | 120632 | $12.97B | 48 | 2026-01-31 | → |
| 28 | ROYCE & ASSOCIATES, LP | NEW YORK | 107689 | $12.41B | 89 | 2026-02-28 | → |
| 29 | RAMIREZ ASSET MANAGEMENT, INC. | NEW YORK | 110637 | $12.27B | 48 | 2025-12-31 | → |
| 30 | HONEYWELL CAPITAL MANAGEMENT LLC | MORRIS PLAINS | 109537 | $12.19B | 17 | 2025-03-31 | → |
| 31 | GREENHAVEN ASSOCIATES INC | PURCHASE | 104729 | $11.66B | 7 | 2026-02-28 | → |
| 32 | INVESTCORP CREDIT MANAGEMENT US LLC | NEW YORK | 165140 | $11.51B | 25 | 2025-10-31 | → |
| 33 | AFFINIUS CAPITAL MANAGEMENT LLC | NEW YORK | 158190 | $10.99B | 301 | 2025-05-31 | → |
| 34 | DUPONT CAPITAL MANAGEMENT CORP | WILMINGTON | 107145 | $10.09B | 33 | 2026-01-31 | → |
| 35 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | CHATHAM | 164409 | $9.86B | 5 | 2026-02-28 | → |
| 36 | ROUNDHILL FINANCIAL INC. | NEW YORK | 300799 | $9.59B | 13 | 2026-02-28 | → |
| 37 | GRANITESHARES ADVISORS LLC | NEW YORK | 287806 | $9.19B | 6 | 2026-01-31 | → |
| 38 | NIKKO ASSET MANAGEMENT AMERICAS, INC. | NEW YORK | 824 | $9.04B | 28 | 2025-09-30 | → |
| 39 | JOHCM (USA) INC | BOSTON | 167596 | $9.01B | 60 | 2025-09-30 | → |
| 40 | COLLER CAPITAL INC | NEW YORK | 158102 | $9.00B | 59 | 2025-06-30 | → |
| 41 | IMPAX ASSET MANAGEMENT LLC | PORTSMOUTH | 114335 | $8.94B | 93 | 2025-12-31 | → |
| 42 | SYNOVUS SECURITIES, INC. | COLUMBUS | 14023 | $8.45B | 280 | 2026-01-31 | → |
| 43 | STEPSTONE GROUP PRIVATE WEALTH LLC | CHARLOTTE | 305881 | $8.17B | 97 | 2025-06-30 | → |
| 44 | INGALLS & SNYDER LLC | NEW YORK | 2288 | $7.83B | 92 | 2025-12-31 | → |
| 45 | CADARET, GRANT & CO., INC. | SYRACUSE | 10641 | $7.67B | 692 | 2025-07-31 | → |
| 46 | FIDUCIARY TRUST INTERNATIONAL, LLC | LINCOLN | 124062 | $7.67B | 50 | 2025-12-31 | → |
| 47 | TRUTINO CAPITAL MANAGEMENT, LLC | NEW YORK | 281980 | $6.72B | 7 | 2026-02-28 | → |
| 48 | SPIDER MANAGEMENT COMPANY, LLC | RICHMOND | 149343 | $6.41B | 23 | 2025-09-30 | → |
| 49 | CBRE GLOBAL VALUE INVESTORS, LLC | NEW YORK | 111590 | $6.11B | 195 | 2025-07-31 | → |
| 50 | FACET WEALTH, INC | WEST PALM BEACH | 285961 | $6.04B | 168 | 2026-02-28 | → |
| 51 | W. H. REAVES & CO., INC. | JERSEY CITY | 3140 | $5.94B | 21 | 2026-02-28 | → |
| 52 | GELLER ADVISORS LLC | NEW YORK | 134062 | $5.91B | 49 | 2025-01-31 | → |
| 53 | INVESTCORP INVESTMENT ADVISERS LLC | NEW YORK | 137790 | $5.53B | 71 | 2025-09-30 | → |
| 54 | POLARIS CAPITAL MANAGEMENT, LLC | BOSTON | 106278 | $5.45B | 18 | 2026-01-31 | → |
| 55 | FENIMORE ASSET MANAGEMENT, INC. | COBLESKILL | 110946 | $5.41B | 43 | 2026-01-31 | → |
| 56 | CANDLESTICK CAPITAL MANAGEMENT LP | GREENWICH | 305218 | $5.16B | 40 | 2025-03-31 | → |
| 57 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | WINDSOR | 285390 | $5.09B | 6 | 2025-05-31 | → |
| 58 | BOSTON FINANCIAL MANAGEMENT LLC | BOSTON | 112360 | $5.01B | 49 | 2025-03-31 | → |
| 59 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | GREENWICH | 282241 | $4.97B | 45 | 2026-02-28 | → |
| 60 | AGF INVESTMENTS LLC | BOSTON | 153781 | $4.92B | 33 | 2026-02-28 | → |
| 61 | EULAV ASSET MANAGEMENT | SARASOTA | 156397 | $4.90B | 14 | 2025-07-31 | → |
| 62 | ALESCO ADVISORS LLC | PITTSFORD | 108590 | $4.81B | 27 | 2025-03-31 | → |
| 63 | SYMMETRY PARTNERS, LLC. | GLASTONBURY | 120982 | $4.73B | 52 | 2026-02-28 | → |
| 64 | ACASTA PARTNERS US LLC | BOCA RATON | 335005 | $4.72B | 4 | 2026-02-28 | → |
| 65 | GRAYPOINT LLC | ALBANY | 135950 | $4.65B | 69 | 2025-10-31 | → |
| 66 | BOWEN, HANES & CO INC | PONTE VEDRA BEACH | 105153 | $4.62B | 10 | 2026-02-28 | → |
| 67 | NORTHEAST FINANCIAL CONSULTANTS, LLC | WESTPORT | 110361 | $4.59B | 8 | 2025-09-30 | → |
| 68 | ARBOR REALTY COLLATERAL MANAGEMENT, LLC | UNIONDALE | 163425 | $4.58B | 50 | 2026-02-28 | → |
| 69 | ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC | NEW YORK | 322058 | $4.47B | 290 | 2026-02-28 | → |
| 70 | PROVENANCE WEALTH ADVISORS, LLC | FORT LAUDERDALE | 126529 | $4.44B | 52 | 2026-01-31 | → |
| 71 | EMSO ASSET MANAGEMENT US LLC | GREENWICH | 167999 | $4.42B | 11 | 2025-03-31 | → |
| 72 | SOUND INCOME STRATEGIES, LLC | FORT LAUDERDALE | 173272 | $4.18B | 134 | 2026-01-31 | → |
| 73 | ESSEX FINANCIAL SERVICES, INC. | ESSEX | 127549 | $4.17B | 46 | 2025-12-31 | → |
| 74 | BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC | NEW YORK | 307525 | $4.10B | 240 | 2025-12-31 | → |
| 75 | E CAPITAL MANAGEMENT L.P. | NEW YORK | 113661 | $4.07B | 50 | 2025-03-31 | → |
| 76 | SKY HARBOR CAPITAL MANAGEMENT, LLC | GREENWICH | 159020 | $3.88B | 19 | 2025-03-31 | → |
| 77 | SOUTHSTATE ADVISORY, INC. | COLUMBIA | 153113 | $3.78B | 22 | 2025-06-30 | → |
| 78 | HOLBROOK HOLDINGS, INC. | ATLANTA | 283258 | $3.78B | 14 | 2026-02-28 | → |
| 79 | CAMBER CAPITAL MANAGEMENT LP | BOSTON | 298070 | $3.68B | 8 | 2025-04-30 | → |
| 80 | S3 CAPITAL ADVISORS LLC | NEW YORK | 322956 | $3.64B | 39 | 2026-01-31 | → |
| 81 | MOORS & CABOT, INC. | BOSTON | 594 | $3.44B | 121 | 2025-09-30 | → |
| 82 | JEFFERIES INVESTMENT ADVISERS LLC | NEW YORK | 325421 | $3.42B | 119 | 2026-02-28 | → |
| 83 | COLONY FAMILY OFFICES, LLC | CHARLOTTE | 167017 | $3.36B | 16 | 2026-02-28 | → |
| 84 | NORTHEAST INVESTMENT MANAGEMENT INC | BOSTON | 105051 | $3.27B | 25 | 2026-02-28 | → |
| 85 | CUMBERLAND ADVISORS, LLC | SARASOTA | 107964 | $3.22B | 36 | 2026-02-28 | → |
| 86 | THE PROSPERITY CONSULTING GROUP, LLC | OWINGS MILLS | 133777 | $3.20B | 66 | 2026-02-28 | → |
| 87 | PEAR TREE ADVISORS, INC. | LINCOLN | 104576 | $3.09B | 13 | 2025-09-30 | → |
| 88 | AXS INVESTMENTS LLC | PORT CHESTER | 305714 | $3.02B | 8 | 2026-02-28 | → |
| 89 | HERITAGE FINANCIAL SERVICES, LLC | WESTWOOD | 127268 | $2.99B | 49 | 2025-11-30 | → |
| 90 | SOL CAPITAL MANAGEMENT CO | ROCKVILLE | 110226 | $2.98B | 30 | 2025-07-31 | → |
| 91 | BIRCH HILL INVESTMENT ADVISORS LLC | BOSTON | 143750 | $2.95B | 19 | 2026-02-28 | → |
| 92 | COBBLESTONE CAPITAL ADVISORS, LLC | ROCHESTER | 108023 | $2.93B | 43 | 2025-12-31 | → |
| 93 | TIMOTHY PARTNERS, LTD. | MAITLAND | 41835 | $2.86B | 24 | 2026-02-28 | → |
| 94 | INVESTCORP INVESTMENT SOLUTIONS LLC | NEW YORK | 314925 | $2.79B | 6 | 2025-09-30 | → |
| 95 | JB CAPITAL LLC | WETHERSFIELD | 171168 | $2.78B | 64 | 2026-02-28 | → |
| 96 | LRI INVESTMENTS, LLC | PALM BEACH GARDENS | 323556 | $2.78B | 35 | 2026-02-28 | → |
| 97 | AVALA GLOBAL LP | NEW YORK | 323053 | $2.66B | 21 | 2026-02-28 | → |
| 98 | LEXINGTON ADVISORS LLC | NEW YORK | 107364 | $2.66B | 171 | 2025-12-31 | → |
| 99 | AMERICAN CAPITAL MANAGEMENT INC | NEW YORK | 110861 | $2.64B | 16 | 2025-06-30 | → |
| 100 | 3I CORPORATION | NEW YORK | 159892 | $2.63B | 25 | 2025-08-31 | → |
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