Research Report · 2026-06-30
Institutional Registered Investment Advisers in the East Coast
SEC-registered investment advisers in the East Coast ranked by reported institutional client assets.
Firms
3,543
Total AUM
$67.47T
Median AUM
$581.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | MONORAIL SECURITIES LLC | SARASOTA | 285309 | $388.7M | 7 | 2026-03-31 | → |
| 902 | WHALEROCK POINT PARTNERS, LLC | WEST PALM BEACH | 140781 | $1.04B | 6 | 2026-01-31 | → |
| 903 | BOSTON TRUST WALDEN INC. | BOSTON | 111266 | $4.58B | 32 | 2026-03-31 | → |
| 904 | PHRACTION MANAGEMENT LLC | COLCHESTER | 298633 | $625.5M | 7 | 2026-03-31 | → |
| 905 | KINTEGRAL ADVISORY, LLC | NEW YORK | 164160 | $2.14B | 11 | 2026-03-31 | → |
| 906 | EQUITY INVESTMENT CORPORATION | ATLANTA | 283930 | $3.51B | 27 | 2026-03-31 | → |
| 907 | QUANTUM FINANCIAL ADVISORS INC | ROCKVILLE | 113563 | $557.5M | 10 | 2026-03-31 | → |
| 908 | BOSTON FINANCIAL MANAGEMENT LLC | BOSTON | 112360 | $5.01B | 49 | 2025-03-31 | → |
| 909 | PINVEST LLC | CORAL GABLES | 331586 | $377.5M | 4 | 2026-06-30 | → |
| 910 | CATALIO CAPITAL MANAGEMENT, LP | NEW YORK | 310374 | $2.18B | 30 | 2026-03-31 | → |
| 911 | FIDELIS CAPITAL PARTNERS, LLC | TAMPA | 322287 | $2.28B | 22 | 2026-04-30 | → |
| 912 | TERRA REIT ADVISORS, LLC | NEW YORK | 290571 | $1.44B | 30 | 2026-03-31 | → |
| 913 | GRIFFIN ASSET MANAGEMENT, LLC | NEW YORK | 104548 | $1.05B | 10 | 2026-02-28 | → |
| 914 | CABOT PROPERTIES L.P. | BOSTON | 118729 | $9.11B | 157 | 2026-03-31 | → |
| 915 | SARDIS GROUP, LLC | ATLANTA | 333854 | $531.2M | 6 | 2026-03-31 | → |
| 916 | MIDOCEAN CREDIT FUND MANAGEMENT, L.P. | NEW YORK | 151578 | $8.46B | 45 | 2026-03-31 | → |
| 917 | FAIRHOLME CAPITAL MANAGEMENT, L.L.C. | SOUTH MIAMI | 107987 | $2.14B | 7 | 2026-03-31 | → |
| 918 | FORTWOOD CAPITAL LP | GREENWICH | 329381 | $513.0M | 9 | 2026-06-30 | → |
| 919 | NEXUS338, LLC | CABIN JOHN | 315250 | $407.8M | 3 | 2026-02-28 | → |
| 920 | LONE PINE CAPITAL LLC | GREENWICH | 156602 | $21.62B | 101 | 2026-03-31 | → |
| 921 | CAPITAL WEALTH MANAGEMENT, LLC | WEST WARWICK | 157959 | $1.14B | 16 | 2026-04-30 | → |
| 922 | COLISEUM CAPITAL MANAGEMENT, LLC | ROWAYTON | 158120 | $2.27B | 15 | 2026-03-31 | → |
| 923 | VANTAGE INFRASTRUCTURE (USA) INC. | NEW YORK | 157458 | $1.47B | 5 | 2026-03-31 | → |
| 924 | OUTCOME DRIVEN STRATEGIES, LLC | HUNT VALLEY | 311398 | $360.4M | 10 | 2026-03-31 | → |
| 925 | OCTOGONE NA, LLC | MIAMI | 322478 | $469.7M | 6 | 2026-03-31 | → |
| 926 | SIGNATURE FINANCIAL MANAGEMENT INC | NORFOLK | 106375 | $7.57B | 36 | 2026-03-31 | → |
| 927 | APOLLON WEALTH MANAGEMENT, LLC | MOUNT PLEASANT | 291902 | $11.56B | 199 | 2026-03-31 | → |
| 928 | TETRAGON PARTNERS L.P. | NEW YORK | 156040 | $6.40B | 122 | 2026-06-30 | → |
| 929 | FIDELIS INVESTORS, LLC | CRANFORD | 306920 | $1.38B | 17 | 2026-06-30 | → |
| 930 | LWM ADVISORY SERVICES, LLC | PLANTATION | 172009 | $1.09B | 10 | 2026-04-30 | → |
| 931 | JONATHAN ROBERTS ADVISORY GROUP, INC. | TAMPA | 112294 | $8.25B | 550 | 2026-03-31 | → |
| 932 | NEW REPUBLIC CAPITAL, LLC | CHARLOTTE | 310907 | $3.03B | 28 | 2026-03-31 | → |
| 933 | INCA INVESTMENTS, LLC | MIAMI | 131194 | $569.6M | 9 | 2026-04-30 | → |
| 934 | CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | MIAMI | 164517 | $353.3M | 5 | 2026-04-30 | → |
| 935 | DAKOTA WEALTH, LLC | PALM BEACH GARDENS | 297987 | $6.94B | 91 | 2026-03-31 | → |
| 936 | LEVIN CAPITAL STRATEGIES, L.P. | NEW YORK | 137147 | $1.66B | 14 | 2026-03-31 | → |
| 937 | AMERANT INVESTMENTS, INC. | CORAL GABLES | 117284 | $782.4M | 35 | 2026-04-30 | → |
| 938 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | BOCA RATON | 290954 | $61.10B | 285 | 2026-06-30 | → |
| 939 | COMPASS ADVISORY GROUP LLC | MELVILLE | 288256 | $767.5M | 7 | 2026-02-28 | → |
| 940 | NORTHCOAST ASSET MANAGEMENT LLC | STAMFORD | 282241 | $4.97B | 45 | 2026-06-30 | → |
| 941 | NOVEM GROUP | ROCHESTER | 158964 | $1.72B | 52 | 2026-02-28 | → |
| 942 | LISANTI CAPITAL GROWTH LLC | NEW YORK | 130023 | $432.5M | 4 | 2026-04-30 | → |
| 943 | APRIO WEALTH MANAGEMENT, LLC | ATLANTA | 127333 | $4.15B | 55 | 2026-06-30 | → |
| 944 | ARAGON GLOBAL MANAGEMENT, LP | MIAMI | 156043 | $369.0M | 3 | 2026-05-31 | → |
| 945 | MARCO INVESTMENT MANAGEMENT LLC | ATLANTA | 108170 | $1.77B | 10 | 2026-06-30 | → |
| 946 | EDGE FOCUS CAPITAL MANAGEMENT, LLC | NEW YORK | 309884 | $451.3M | 22 | 2026-03-31 | → |
| 947 | BULLTICK WEALTH MANAGEMENT, LLC | MIAMI | 141588 | $1.95B | 62 | 2026-03-31 | → |
| 948 | PATIENT CAPITAL MANAGEMENT, LLC | BALTIMORE | 307336 | $2.50B | 10 | 2026-03-31 | → |
| 949 | MAN INVESTMENT PARTNERS (US) LP | NEW YORK | 282371 | $2.88B | 51 | 2026-05-31 | → |
| 950 | PHILOSMITH CAPITAL CORPORATION | STAMFORD | 162082 | $380.5M | 9 | 2026-03-31 | → |
| 951 | NORTH PEAK CAPITAL MANAGEMENT, LLC | NEW YORK | 294042 | $1.70B | 7 | 2026-03-31 | → |
| 952 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | TAMPA | 150570 | $1.73B | 21 | 2026-03-31 | → |
| 953 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | BOSTON | 137342 | $4.23B | 35 | 2026-03-31 | → |
| 954 | ORANGE INVESTMENT ADVISORS, INC. | GOSHEN | 107387 | $1.67B | 18 | 2026-03-31 | → |
| 955 | BLACKSTONE PROPERTY ADVISORS L.P. | NEW YORK | 226598 | $77.40B | 575 | 2026-03-31 | → |
| 956 | YHB INVESTMENT ADVISORS INC | WEST HARTFORD | 105434 | $2.28B | 30 | 2026-03-31 | → |
| 957 | CC CAPITAL INSURANCE ADVISORS LLC | NEW YORK | 334723 | $937.4M | 6 | 2026-06-30 | → |
| 958 | ORANGE INVESTMENT ADVISORS, LLC | WINTER PARK | 289406 | $765.0M | 4 | 2026-03-31 | → |
| 959 | MUTIMA CAPITAL MANAGEMENT LLC | NEW YORK | 284629 | $337.4M | 3 | 2026-03-31 | → |
| 960 | INVESTCORP CREDIT MANAGEMENT US LLC | NEW YORK | 165140 | $11.51B | 25 | 2025-10-31 | → |
| 961 | ADVISORY SERVICES NETWORK, LLC | ATLANTA | 146051 | $10.60B | 268 | 2026-06-30 | → |
| 962 | MTC WEALTH MANAGEMENT LLC | TAMPA | 305308 | $329.0M | 16 | 2026-03-31 | → |
| 963 | COBBLESTONE CAPITAL ADVISORS, LLC | ROCHESTER | 108023 | $2.93B | 43 | 2025-12-31 | → |
| 964 | CUMBERLAND ADVISORS, LLC | SARASOTA | 107964 | $3.22B | 36 | 2026-02-28 | → |
| 965 | A&M CAPITAL ADVISORS, LP | GREENWICH | 163576 | $7.20B | 86 | 2026-06-30 | → |
| 966 | INVEX ADVISORS LLC | CORAL GABLES | 164519 | $759.3M | 8 | 2026-03-31 | → |
| 967 | QUANTUM CAPITAL MANAGEMENT, LLC | NORTHFIELD | 111083 | $1.00B | 4 | 2026-03-31 | → |
| 968 | AVITY INVESTMENT MANAGEMENT INC. | GREENWICH | 104623 | $2.03B | 8 | 2026-06-30 | → |
| 969 | MJP ASSOCIATES, INC. | FARMINGTON | 127654 | $1.56B | 21 | 2026-06-30 | → |
| 970 | CRAMER ROSENTHAL MCGLYNN LLC | STAMFORD | 107911 | $2.27B | 24 | 2026-04-30 | → |
| 971 | REMEDIUM CAPITAL PARTNERS, LLC | WEST PALM BEACH | 340302 | $319.0M | 1 | 2026-05-31 | → |
| 972 | BBVA GLOBAL WEALTH ADVISORS, INC. | MIAMI | 327326 | $1.36B | 84 | 2026-06-30 | → |
| 973 | LONG PATH PARTNERS, LP | STAMFORD | 299053 | $1.73B | 16 | 2026-05-31 | → |
| 974 | MARIETTA WEALTH MANAGEMENT, LLC | MARIETTA | 281782 | $1.39B | 12 | 2026-03-31 | → |
| 975 | GALAPAGOS ADVISORY LLC | MIAMI | 322042 | $395.7M | 8 | 2026-03-31 | → |
| 976 | MEDALIST PARTNERS LP | NEW YORK | 292747 | $2.44B | 21 | 2026-05-31 | → |
| 977 | ARISTOTLE ATLANTIC PARTNERS, LLC | SARASOTA | 285721 | $2.22B | 7 | 2026-03-31 | → |
| 978 | BNY MELLON SECURITIES CORPORATION | NEW YORK | 231 | $8.45B | 253 | 2026-06-30 | → |
| 979 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC | BOSTON | 109962 | $712.7M | 13 | 2026-03-31 | → |
| 980 | ALTA FUNDAMENTAL ADVISERS LLC | NEW YORK | 168642 | $465.8M | 5 | 2026-03-31 | → |
| 981 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | NEW YORK | 164537 | $34.39B | 228 | 2026-05-31 | → |
| 982 | SANDHILL CAPITAL PARTNERS LLC | BUFFALO | 129800 | $2.40B | 22 | 2026-03-31 | → |
| 983 | MINOT DEBLOIS ADVISORS LLC | BOSTON | 140170 | $2.04B | 4 | 2026-03-31 | → |
| 984 | DELEGATE ADVISORS, LLC | CHAPEL HILL | 159953 | $1.71B | 13 | 2026-03-31 | → |
| 985 | CIBEST CAPITAL ADVISORY SERVICES LLC | MIAMI | 317663 | $374.8M | 7 | 2026-03-31 | → |
| 986 | EAGLEBROOK ADVISORS, INC. | NEW YORK | 304438 | $342.0M | 22 | 2026-03-31 | → |
| 987 | OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC | NEW YORK | 297976 | $305.0M | 3 | 2026-02-28 | → |
| 988 | YON DRAKE & ASSOCIATES INC | COLUMBIA | 111491 | $304.7M | 2 | 2026-03-31 | → |
| 989 | HAMILTON POINT INVESTMENT ADVISORS, LLC | CHAPEL HILL | 144534 | $1.21B | 12 | 2026-03-31 | → |
| 990 | FORT, L.P. | CHEVY CHASE | 168613 | $397.2M | 10 | 2025-03-31 | → |
| 991 | CRESTWOOD ADVISORS GROUP, LLC | BOSTON | 286243 | $8.02B | 64 | 2026-06-30 | → |
| 992 | CITIZENS SECURITIES, INC. | JOHNSTON | 39550 | $12.87B | 471 | 2026-04-30 | → |
| 993 | MATCH GRADE ADVISORS, LLC | GREENVILLE | 299181 | $479.4M | 8 | 2026-03-31 | → |
| 994 | SOLOMON API LLC | ROCKLEDGE | 159471 | $389.0M | 3 | 2026-06-30 | → |
| 995 | UNIO CAPITAL LLC | PRINCETON | 166483 | $691.5M | 8 | 2026-03-31 | → |
| 996 | CANNON FINANCIAL STRATEGISTS, INC. | ATHENS | 133509 | $1.67B | 33 | 2026-03-31 | → |
| 997 | BEACON INVESTMENT ADVISORY SERVICES, INC. | MORRISTOWN | 226547 | $4.44B | 51 | 2026-03-31 | → |
| 998 | GOEHRING & ROZENCWAJG ASSOCIATES, LLC | NEW YORK | 283394 | $1.51B | 6 | 2026-05-31 | → |
| 999 | SNOWDEN CAPITAL ADVISORS LLC | NEW YORK | 157299 | $8.87B | 154 | 2026-04-30 | → |
| 1000 | INDAGO CAPITAL LLC | NEW YORK | 330343 | $555.9M | 12 | 2026-05-31 | → |
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