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 | |
|---|---|---|---|---|---|---|---|
| 201 | CANTILLON CAPITAL MANAGEMENT LLC | NEW YORK | 137895 | $22.77B | 14 | 2026-03-31 | → |
| 202 | MASON INVESTMENT ADVISORY SERVICES INC | RESTON | 111113 | $15.67B | 72 | 2026-03-31 | → |
| 203 | TIAA KASPICK, LLC | BOSTON | 104554 | $8.74B | 115 | 2026-06-30 | → |
| 204 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | TAMPA | 115344 | $18.16B | 20 | 2026-03-31 | → |
| 205 | COMMONFUND OCIO, INC. | NORWALK | 110689 | $22.66B | 42 | 2025-12-31 | → |
| 206 | PATHSTONE FAMILY OFFICE, LLC | ENGLEWOOD | 151736 | $110.30B | 704 | 2026-03-31 | → |
| 207 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 108260 | $136.48B | 392 | 2026-05-31 | → |
| 208 | AXIOM INVESTORS LLC | GREENWICH | 109605 | $28.06B | 57 | 2026-03-31 | → |
| 209 | FIERA CAPITAL INC. | NEW YORK | 113638 | $17.28B | 95 | 2026-03-31 | → |
| 210 | GEODE CAPITAL MANAGEMENT, LLC | BOSTON | 115504 | $1.74T | 194 | 2026-03-31 | → |
| 211 | SHEPHERD KAPLAN KROCHUK, LLC | BOSTON | 127304 | $10.88B | 34 | 2026-03-31 | → |
| 212 | ADVANTAGE CAPITAL MANAGEMENT LLC | NEW YORK | 171128 | $8.26B | 30 | 2026-05-31 | → |
| 213 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | NEW YORK | 133827 | $8.17B | 13 | 2026-03-31 | → |
| 214 | ETHIC INC. | NEW YORK | 282827 | $7.82B | 76 | 2026-03-31 | → |
| 215 | PUTNAM INVESTMENT MANAGEMENT, LLC | BOSTON | 106629 | $117.24B | 139 | 2026-02-28 | → |
| 216 | HILDENE CAPITAL MANAGEMENT, LLC | STAMFORD | 160415 | $20.18B | 33 | 2026-04-30 | → |
| 217 | ABBOTT CAPITAL MANAGEMENT LLC | NEW YORK | 106332 | $15.33B | 60 | 2026-03-31 | → |
| 218 | MKP CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 113851 | $12.85B | 46 | 2026-03-31 | → |
| 219 | ALLIANT RETIREMENT SERVICES, LLC | ALPHARETTA | 167970 | $7.37B | 30 | 2026-04-30 | → |
| 220 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | NEW YORK | 151599 | $105.30B | 1,790 | 2026-04-30 | → |
| 221 | WEDGE CAPITAL MANAGEMENT LLP | CHARLOTTE | 106234 | $7.75B | 26 | 2026-03-31 | → |
| 222 | TREXQUANT INVESTMENT LP | STAMFORD | 170476 | $13.48B | 167 | 2026-03-31 | → |
| 223 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | OLD GREENWICH | 141772 | $9.18B | 164 | 2026-03-31 | → |
| 224 | SMARTLEAF ASSET MANAGEMENT LLC | BOSTON | 172273 | $6.85B | 18 | 2026-03-31 | → |
| 225 | WAFRA INC. | NEW YORK | 108673 | $29.04B | 158 | 2026-06-30 | → |
| 226 | ADVENT CAPITAL MANAGEMENT, LLC | NEW YORK | 113013 | $8.82B | 58 | 2026-03-31 | → |
| 227 | MASSACHUSETTS FINANCIAL SERVICES COMPANY | BOSTON | 110045 | $514.05B | 1,244 | 2026-03-31 | → |
| 228 | EPOCH INVESTMENT PARTNERS, INC. | NEW YORK | 131556 | $29.73B | 137 | 2026-05-31 | → |
| 229 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | NEW YORK | 137519 | $44.11B | 753 | 2026-05-31 | → |
| 230 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | BOSTON | 312937 | $59.16B | 88 | 2026-05-31 | → |
| 231 | THE PUTNAM ADVISORY COMPANY, LLC | BOSTON | 106631 | $33.19B | 7 | 2025-12-31 | → |
| 232 | FRONTIER CAPITAL MANAGEMENT CO LLC | BOSTON | 106274 | $9.60B | 38 | 2026-03-31 | → |
| 233 | NPPG PLAN PROFESSIONALS, LLC | SHREWSBURY | 324646 | $6.27B | 2 | 2026-05-31 | → |
| 234 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | ATLANTA | 116719 | $28.64B | 35 | 2026-03-31 | → |
| 235 | ALLIANZ CAPITAL PARTNERS OF AMERICA LLC | NEW YORK | 161684 | $6.35B | 30 | 2026-05-31 | → |
| 236 | AUREUS ASSET MANAGEMENT, LLC | BOSTON | 136674 | $8.40B | 14 | 2026-03-31 | → |
| 237 | EAGLE POINT CREDIT MANAGEMENT LLC | GREENWICH | 166370 | $13.24B | 120 | 2026-05-31 | → |
| 238 | SILVERCREST ASSET MANAGEMENT GROUP LLC | NEW YORK | 118333 | $28.33B | 175 | 2026-03-31 | → |
| 239 | SPECTRUM ASSET MANAGEMENT, INC. | STAMFORD | 300463 | $18.30B | 27 | 2026-03-31 | → |
| 240 | FERMAT CAPITAL MANAGEMENT, LLC | WESTPORT | 134099 | $11.14B | 47 | 2026-03-31 | → |
| 241 | MERIT FINANCIAL GROUP, LLC | ALPHARETTA | 142457 | $23.88B | 470 | 2026-06-30 | → |
| 242 | SIGULER GUFF ADVISERS LLC | NEW YORK | 106788 | $18.26B | 130 | 2026-03-31 | → |
| 243 | HB WEALTH MANAGEMENT, LLC | ATLANTA | 316731 | $30.16B | 325 | 2026-05-31 | → |
| 244 | BETTERMENT LLC | NEW YORK | 149117 | $69.52B | 794 | 2026-06-30 | → |
| 245 | PROCYON ADVISORS, LLC | SHELTON | 288239 | $9.20B | 76 | 2026-05-31 | → |
| 246 | ROCKEFELLER & CO. LLC | NEW YORK | 294197 | $36.76B | 602 | 2026-03-31 | → |
| 247 | SKYVIEW INVESTMENT ADVISORS, LLC | SHREWSBURY | 286353 | $8.32B | 21 | 2026-03-31 | → |
| 248 | TRUIST ADVISORY SERVICES, INC. | ATLANTA | 283390 | $77.39B | 2,461 | 2026-06-30 | → |
| 249 | VERATIS ADVISORS, INC. | CARY | 117892 | $5.99B | 8 | 2026-03-31 | → |
| 250 | PENTEGRA INVESTORS, INC. | SHELTON | 111503 | $5.60B | 13 | 2026-05-31 | → |
| 251 | NATIXIS ADVISORS, LLC | BOSTON | 106800 | $108.65B | 412 | 2026-03-31 | → |
| 252 | DAVIS SELECTED ADVISERS - NY, INC. | NEW YORK | 106659 | $21.98B | 57 | 2026-03-31 | → |
| 253 | MANNING & NAPIER ADVISORS, LLC | FAIRPORT | 105992 | $17.03B | 195 | 2026-06-30 | → |
| 254 | VARAGON CAPITAL PARTNERS, L.P. | NEW YORK | 281851 | $13.99B | 78 | 2026-06-30 | → |
| 255 | MUZINICH & CO., INC. | NEW YORK | 22998 | $31.27B | 110 | 2026-06-30 | → |
| 256 | BUCKHEAD CAPITAL MANAGEMENT, LLC | ATLANTA | 110707 | $5.76B | 13 | 2026-03-31 | → |
| 257 | AETOS ALTERNATIVES MANAGEMENT, L.P. | NEW YORK | 116761 | $5.80B | 19 | 2026-03-31 | → |
| 258 | WGI DM, LLC | BOSTON | 334219 | $7.78B | 6 | 2026-03-31 | → |
| 259 | THOMPSON SIEGEL & WALMSLEY LLC | RICHMOND | 105726 | $21.15B | 63 | 2026-04-30 | → |
| 260 | CHRISTOFFERSON, ROBB & COMPANY, LLC | NEW YORK | 121299 | $11.27B | 42 | 2026-06-30 | → |
| 261 | ALUMINA INVESTMENT MANAGEMENT, LLC | CHARLOTTE | 164273 | $5.26B | 2 | 2026-03-31 | → |
| 262 | ALTAMAR PARTNERS NORTH AMERICA LLC | NEW YORK | 283144 | $5.15B | 11 | 2026-03-31 | → |
| 263 | EAST END ADVISORS, LLC | NEW YORK | 147144 | $6.06B | 17 | 2026-04-30 | → |
| 264 | 1919 INVESTMENT COUNSEL, LLC | BALTIMORE | 133370 | $26.04B | 131 | 2026-04-30 | → |
| 265 | ONEAMERICA INVESTMENT ADVISORY SERVICES LLC | WINDSOR | 285390 | $5.09B | 6 | 2025-05-31 | → |
| 266 | HEALTHCARE COMMUNITY SECURITIES CORPORATION | RENSSELAER | 36026 | $5.06B | 11 | 2026-03-31 | → |
| 267 | NEWPORT GROUP CONSULTING, LLC | LAKE MARY | 140944 | $5.05B | 31 | 2026-03-31 | → |
| 268 | ATALANTA SOSNOFF CAPITAL, LLC | NEW YORK | 104880 | $4.98B | 37 | 2026-03-31 | → |
| 269 | LADENBURG THALMANN ASSET MANAGEMENT INC | NEW YORK | 108604 | $6.68B | 30 | 2026-05-31 | → |
| 270 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | BOCA RATON | 113833 | $4.97B | 13 | 2026-04-30 | → |
| 271 | ASSET STRATEGY CONSULTANTS LLC | HUNT VALLEY | 110800 | $5.16B | 14 | 2026-06-30 | → |
| 272 | GLOBAL ENDOWMENT MANAGEMENT, LP | CHARLOTTE | 157772 | $12.88B | 82 | 2026-05-31 | → |
| 273 | IMPACTASSETS CAPITAL PARTNERS PB LLC | BETHESDA | 317840 | $4.95B | 15 | 2026-06-30 | → |
| 274 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | NEW YORK | 157483 | $18.99B | 58 | 2026-05-31 | → |
| 275 | PERFORMANCE EQUITY MANAGEMENT, LLC | GREENWICH | 110207 | $9.41B | 36 | 2026-03-31 | → |
| 276 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | BOSTON | 301896 | $9.38B | 209 | 2026-03-31 | → |
| 277 | SRB CORPORATION | BOSTON | 161163 | $4.82B | 4 | 2026-03-31 | → |
| 278 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | NEW YORK | 106523 | $20.13B | 37 | 2026-03-31 | → |
| 279 | FIDUCIARYVEST, LLC | ATLANTA | 134351 | $4.93B | 10 | 2026-03-31 | → |
| 280 | 1932 INVESTMENT MANAGEMENT, LLC | NEWARK | 337619 | $4.60B | 6 | 2026-05-31 | → |
| 281 | SELECT EQUITY GROUP, L.P. | NEW YORK | 168496 | $36.38B | 171 | 2026-03-31 | → |
| 282 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | NEW YORK | 327208 | $57.92B | 753 | 2026-05-31 | → |
| 283 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | BALTIMORE | 314590 | $204.18B | 112 | 2026-03-31 | → |
| 284 | CAPITOLIS ADVISORS LLC | NEW YORK | 290462 | $4.50B | 68 | 2026-04-30 | → |
| 285 | HOMESTEAD ADVISERS CORP. | ARLINGTON | 109845 | $7.45B | 40 | 2026-06-30 | → |
| 286 | MAYFLOWER FINANCIAL ADVISORS, LLC | BOSTON | 307857 | $5.82B | 33 | 2026-05-31 | → |
| 287 | GW&K INVESTMENT MANAGEMENT, LLC | BOSTON | 121942 | $52.78B | 177 | 2026-03-31 | → |
| 288 | IFP ADVISORS, LLC | TAMPA | 125112 | $16.29B | 328 | 2026-06-30 | → |
| 289 | DEPRINCE, RACE & ZOLLO, INC. | WINTER PARK | 112099 | $5.89B | 27 | 2026-05-31 | → |
| 290 | ANCALA PARTNERS LLC | NEW YORK | 333844 | $4.36B | 7 | 2026-04-30 | → |
| 291 | GRESHAM INVESTMENT MANAGEMENT LLC | NEW YORK | 134392 | $8.55B | 41 | 2026-06-30 | → |
| 292 | ANTARCTICA INVESTMENT ADVISORS, LLC | NEW YORK | 284659 | $5.57B | 32 | 2026-06-30 | → |
| 293 | EDGEWOOD MANAGEMENT LLC | GREENWICH | 106647 | $21.52B | 41 | 2026-03-31 | → |
| 294 | THIRD LAKE PARTNERS, LLC | TAMPA | 299961 | $5.97B | 16 | 2026-03-31 | → |
| 295 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | COLUMBIA | 165306 | $4.96B | 38 | 2026-05-31 | → |
| 296 | SANCTUARY ADVISORS, LLC | MIAMI | 226606 | $34.88B | 770 | 2026-06-30 | → |
| 297 | NEW CENTURY ADVISORS, LLC | CHEVY CHASE | 122478 | $4.31B | 18 | 2026-03-31 | → |
| 298 | DAIWA ASSET MANAGEMENT (AMERICA) LTD. | NEW YORK | 126191 | $5.96B | 12 | 2026-06-30 | → |
| 299 | CLEAR INVESTMENT RESEARCH, LLC | ALPHARETTA | 172685 | $4.19B | 5 | 2026-03-31 | → |
| 300 | BOWEN, HANES & CO INC | PONTE VEDRA BEACH | 105153 | $4.62B | 10 | 2026-02-28 | → |
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