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 | |
|---|---|---|---|---|---|---|---|
| 501 | P/E GLOBAL LLC | BOSTON | 155642 | $1.71B | 62 | 2026-03-31 | → |
| 502 | PROVENANCE WEALTH ADVISORS, LLC | FORT LAUDERDALE | 126529 | $4.44B | 52 | 2026-01-31 | → |
| 503 | BRAVE WARRIOR ADVISORS, LLC | NEW YORK | 108894 | $5.64B | 6 | 2026-04-30 | → |
| 504 | MODERA WEALTH MANAGEMENT, LLC | WESTWOOD | 155649 | $17.68B | 238 | 2026-06-30 | → |
| 505 | KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. | NEW YORK | 174341 | $1.49B | 4 | 2026-05-31 | → |
| 506 | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | MIAMI | 158905 | $2.30B | 56 | 2026-03-31 | → |
| 507 | NEBRODI PARTNERS, LLC | HARTFORD | 174280 | $1.48B | 5 | 2026-03-31 | → |
| 508 | STONY POINT CAPITAL LLC | NEW YORK | 283066 | $1.49B | 5 | 2026-03-31 | → |
| 509 | STONEBRIDGE ADVISORS LLC | WILTON | 134017 | $11.83B | 15 | 2026-03-31 | → |
| 510 | SUSTAINABLE GROWTH ADVISERS, LP | STAMFORD | 127447 | $16.66B | 33 | 2026-03-31 | → |
| 511 | GRAYPOINT LLC | ALBANY | 135950 | $4.65B | 69 | 2025-10-31 | → |
| 512 | BLUEPRINT CAPITAL ADVISORS LLC | SHORT HILLS | 282327 | $1.79B | 8 | 2026-03-31 | → |
| 513 | MUDRICK CAPITAL MANAGEMENT, LP | NEW YORK | 161012 | $3.28B | 35 | 2026-06-30 | → |
| 514 | OAK CITY CONSULTING, LLC | WAKE FOREST | 162220 | $1.43B | 6 | 2026-03-31 | → |
| 515 | COMPASS GROUP LLC | NEW YORK | 108772 | $1.65B | 19 | 2026-03-31 | → |
| 516 | LCP INSTITUTIONAL, LLC | ATLANTA | 325133 | $3.18B | 8 | 2026-03-31 | → |
| 517 | HAVEN GLOBAL PARTNERS, LLC | ATLANTA | 289472 | $1.45B | 4 | 2026-05-31 | → |
| 518 | ARKADIOS WEALTH ADVISORS LLC | ATLANTA | 288863 | $8.79B | 188 | 2026-06-30 | → |
| 519 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | NEW YORK | 301925 | $12.47B | 52 | 2026-04-30 | → |
| 520 | BRAMSHILL INVESTMENTS, LLC | NAPLES | 162492 | $8.14B | 38 | 2026-03-31 | → |
| 521 | EQUITABLE ADVISORS, LLC | NEW YORK | 6627 | $42.48B | 5,674 | 2026-05-31 | → |
| 522 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | BALTIMORE | 124612 | $9.84B | 24 | 2026-04-30 | → |
| 523 | M.D. SASS, LLC | NEW YORK | 110590 | $2.06B | 19 | 2026-03-31 | → |
| 524 | BALENTINE LLC | ATLANTA | 152511 | $5.54B | 61 | 2026-06-30 | → |
| 525 | SABA CAPITAL MANAGEMENT, L.P. | NEW YORK | 154362 | $18.30B | 67 | 2026-05-31 | → |
| 526 | EVOLUTION WEALTH ADVISORS, LLC | AVENTURA | 285142 | $1.96B | 15 | 2026-03-31 | → |
| 527 | BLUE GROTTO CAPITAL, LLC | ATLANTA | 299869 | $2.10B | 6 | 2026-03-31 | → |
| 528 | CLEAR HAVEN CAPITAL MANAGEMENT, LLC | NEW YORK | 149165 | $2.18B | 16 | 2026-06-30 | → |
| 529 | RWA WEALTH PARTNERS, LLC | BOSTON | 156984 | $19.80B | 178 | 2026-05-31 | → |
| 530 | SEAVIEW INVESTMENT MANAGERS LLC | CORAL GABLES | 300155 | $1.37B | 13 | 2026-05-31 | → |
| 531 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | RICHMOND | 128545 | $10.25B | 182 | 2026-03-31 | → |
| 532 | GREAT VALLEY ADVISOR GROUP, LLC | WILMINGTON | 123913 | $10.60B | 325 | 2026-06-30 | → |
| 533 | SECOR INVESTMENT MANAGEMENT, LP | NEW YORK | 155919 | $2.17B | 38 | 2026-06-30 | → |
| 534 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | NEW YORK | 160157 | $40.36B | 83 | 2026-03-31 | → |
| 535 | ARNHOLD LLC | NEW YORK | 290117 | $6.44B | 13 | 2026-03-31 | → |
| 536 | KOPERNIK GLOBAL INVESTORS, LLC | TAMPA | 168625 | $10.18B | 44 | 2026-03-31 | → |
| 537 | 20 GATES MANAGEMENT LLC | NEW YORK | 155480 | $4.97B | 10 | 2026-03-31 | → |
| 538 | SEELAUS ASSET MANAGEMENT, LLC | CHATHAM | 149582 | $1.70B | 29 | 2026-03-31 | → |
| 539 | GOLDENX COMPANY | WOBURN | 326730 | $1.32B | 11 | 2026-03-31 | → |
| 540 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | NEW YORK | 336332 | $16.37B | 65 | 2026-05-31 | → |
| 541 | POLARIS CAPITAL MANAGEMENT, LLC | BOSTON | 106278 | $5.45B | 18 | 2026-01-31 | → |
| 542 | THE EDGAR LOMAX COMPANY | ALEXANDRIA | 105444 | $1.42B | 8 | 2026-03-31 | → |
| 543 | DB ADVISORY AMERICA, LIMITED(LTD) | NEW YORK | 313938 | $1.30B | 2 | 2026-01-31 | → |
| 544 | LAZARD ASSET MANAGEMENT (CANADA)INC | NEW YORK | 106340 | $2.28B | 0 | 2026-03-31 | → |
| 545 | TIMBERLAND INVESTMENT RESOURCES, LLC | ATLANTA | 129663 | $1.98B | 30 | 2026-03-31 | → |
| 546 | SILVER ROCK CAPITAL PARTNERS LP | NEW YORK | 318007 | $6.83B | 15 | 2026-03-31 | → |
| 547 | OBSIDIAN CIO, LLC | NEW YORK | 289000 | $1.28B | 6 | 2026-06-30 | → |
| 548 | GREENWICH WEALTH MANAGEMENT LLC | GREENWICH | 142820 | $3.52B | 13 | 2026-03-31 | → |
| 549 | PROMETHOS CAPITAL, LLC | BOSTON | 300915 | $1.27B | 6 | 2026-04-30 | → |
| 550 | HORIZON KINETICS ASSET MANAGEMENT LLC | NEW YORK | 106096 | $9.61B | 80 | 2026-04-30 | → |
| 551 | VIDENT ADVISORY, LLC | ALPHARETTA | 286622 | $22.02B | 38 | 2026-03-31 | → |
| 552 | NBT CAPITAL MANAGEMENT, INC. | NORWICH | 104932 | $1.61B | 15 | 2026-06-30 | → |
| 553 | SHAPIRO CAPITAL MANAGEMENT LLC | ATLANTA | 105581 | $1.97B | 10 | 2026-05-31 | → |
| 554 | MARSHALL + STERLING WEALTH ADVISORS, INC. | POUGHKEEPSIE | 164345 | $1.59B | 15 | 2026-05-31 | → |
| 555 | GE VERNOVA INVESTMENT ADVISERS, LLC | STAMFORD | 329905 | $1.24B | 21 | 2026-03-31 | → |
| 556 | PARTNERS GROUP (USA) INC. | NEW YORK | 145228 | $29.12B | 431 | 2026-03-31 | → |
| 557 | SOUND POINT CAPITAL MANAGEMENT, LP | NEW YORK | 157479 | $36.98B | 200 | 2026-03-31 | → |
| 558 | KLINGMAN AND ASSOCIATES, LLC | NEW YORK | 125618 | $5.66B | 25 | 2026-05-31 | → |
| 559 | THE ASCENT GROUP, LLC | VIRGINIA BEACH | 314424 | $4.76B | 44 | 2026-03-31 | → |
| 560 | TRIBRIDGE PARTNERS FINANCIAL LLC | COLUMBIA | 326489 | $1.60B | 23 | 2026-06-30 | → |
| 561 | BAYVIEW ASSET MANAGEMENT, LLC | CORAL GABLES | 157053 | $64.21B | 556 | 2026-05-31 | → |
| 562 | CSM CAPITAL CORPORATION | NEW YORK | 129789 | $1.85B | 9 | 2026-03-31 | → |
| 563 | THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | WALPOLE | 172470 | $2.64B | 59 | 2026-06-30 | → |
| 564 | ICAPITAL, LLC | BOSTON | 122816 | $1.45B | 9 | 2026-03-31 | → |
| 565 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | NEW YORK | 157434 | $142.15B | 437 | 2026-05-31 | → |
| 566 | KARPUS MANAGEMENT INC | PITTSFORD | 110275 | $4.01B | 38 | 2026-05-31 | → |
| 567 | GRAMERCY FUNDS MANAGEMENT LLC | WEST PALM BEACH | 152209 | $7.42B | 75 | 2026-03-31 | → |
| 568 | ACADEMY ASSET MANAGEMENT, LLC | NEW YORK | 319774 | $1.29B | 13 | 2026-02-28 | → |
| 569 | SMITH AFFILIATED CAPITAL CORP | NEW YORK | 107675 | $1.68B | 10 | 2026-03-31 | → |
| 570 | EURAZEO NORTH AMERICA, INC. | NEW YORK | 300444 | $1.61B | 12 | 2026-03-31 | → |
| 571 | HUDSON EDGE INVESTMENT PARTNERS, INC. | JERSEY CITY | 104870 | $2.95B | 16 | 2026-04-30 | → |
| 572 | MONASHEE INVESTMENT MANAGEMENT, LLC | BOSTON | 163148 | $1.86B | 13 | 2026-02-28 | → |
| 573 | AXAR CAPITAL MANAGEMENT LP | NEW YORK | 217520 | $3.60B | 13 | 2026-06-30 | → |
| 574 | COURIER CAPITAL, LLC | BUFFALO | 282485 | $3.59B | 26 | 2026-03-31 | → |
| 575 | RESOLUTION CAPITAL (US) LIMITED | RYE BROOK | 298109 | $2.28B | 2 | 2025-09-30 | → |
| 576 | CULLEN CAPITAL MANAGEMENT, LLC | NEW YORK | 113128 | $11.58B | 64 | 2026-03-31 | → |
| 577 | SCS CAPITAL MANAGEMENT LLC | BOSTON | 122258 | $48.65B | 213 | 2026-03-31 | → |
| 578 | SOUTHEAST ASSET ADVISORS, LLC | THOMASVILLE | 107588 | $4.20B | 14 | 2026-05-31 | → |
| 579 | ANDERSON FINANCIAL PARTNERS, INC. | PONTE VEDRA | 126641 | $1.52B | 4 | 2026-03-31 | → |
| 580 | CREDICORP CAPITAL ADVISORS LLC | MIAMI | 290081 | $1.58B | 26 | 2026-04-30 | → |
| 581 | BEIRNE WEALTH CONSULTING SERVICES, LLC | SHELTON | 167103 | $1.37B | 9 | 2026-03-31 | → |
| 582 | AMUNDI US INVESTMENT ADVISORS LLC | BOSTON | 334151 | $1.13B | 32 | 2026-03-31 | → |
| 583 | SALUDA GRADE ASSET MANAGEMENT LLC | NEW YORK | 304725 | $5.83B | 51 | 2026-06-30 | → |
| 584 | CASTLE HOOK PARTNERS LP | NEW YORK | 284968 | $10.96B | 35 | 2026-03-31 | → |
| 585 | NARWHAL CAPITAL MANAGMENT, LLC | MARIETTA | 135958 | $2.08B | 18 | 2026-06-30 | → |
| 586 | WEALTHSPIRE ADVISORS LLC | NEW YORK | 106181 | $34.32B | 397 | 2026-04-30 | → |
| 587 | WITT LAKE ASSET MANAGEMENT LLC | STAMFORD | 335523 | $1.12B | 2 | 2026-06-30 | → |
| 588 | NASSAU GLOBAL CREDIT LLC | NEW YORK | 287937 | $6.43B | 16 | 2026-03-31 | → |
| 589 | WRIGHT INVESTORS SERVICE INC | SHELTON | 106302 | $1.21B | 22 | 2026-03-31 | → |
| 590 | CARLYLE AVIATION SECURITIES PARTNERS LLC | MIAMI | 168456 | $1.14B | 4 | 2026-03-31 | → |
| 591 | DEERPATH CAPITAL MANAGEMENT, LP | FORT LAUDERDALE | 160791 | $9.03B | 100 | 2026-03-31 | → |
| 592 | NEWEDGE WEALTH, LLC | STAMFORD | 307771 | $19.93B | 211 | 2026-04-30 | → |
| 593 | PENTWATER CAPITAL MANAGEMENT LP | NAPLES | 156873 | $19.26B | 45 | 2026-03-31 | → |
| 594 | SEVEN BRIDGES ADVISORS LLC | NEW YORK | 158722 | $4.61B | 23 | 2026-06-30 | → |
| 595 | HARVEY PARTNERS, LLC | TARRYTOWN | 160681 | $1.23B | 5 | 2026-03-31 | → |
| 596 | MARKETS INFRASTRUCTURE PARTNERS LP | NEW YORK | 335487 | $1.11B | 6 | 2026-05-31 | → |
| 597 | COUNTERPOINTE INVESTMENT MANAGEMENT LLC | STAMFORD | 333864 | $1.07B | 36 | 2026-03-31 | → |
| 598 | POINTOAK RETIREMENT ADVISORS, LLC | MCLEAN | 314866 | $1.08B | 3 | 2026-03-31 | → |
| 599 | PIVOTAL ADVISORS LLC | NEW YORK | 310612 | $1.07B | 4 | 2026-03-31 | → |
| 600 | PETIOLE USA LIMITED | NEW YORK | 159788 | $1.05B | 7 | 2026-03-31 | → |
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