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 | |
|---|---|---|---|---|---|---|---|
| 701 | AMERICAN CAPITAL MANAGEMENT INC | NEW YORK | 110861 | $2.11B | 15 | 2026-06-30 | → |
| 702 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | BOSTON | 107153 | $12.84B | 109 | 2026-06-30 | → |
| 703 | LAFISE GLOBAL ADVISORS LLC | MIAMI | 331244 | $699.0M | 3 | 2026-03-31 | → |
| 704 | VOLOFIN CAPITAL MANAGEMENT (US) LLC | DANIEL ISLAND | 309922 | $1.01B | 9 | 2026-03-31 | → |
| 705 | KOVACK ADVISORS, INC. | FT. LAUDERDALE | 140808 | $6.28B | 320 | 2026-04-30 | → |
| 706 | ADVISORS CAPITAL MANAGEMENT, LLC | RIDGEWOOD | 112266 | $12.20B | 103 | 2026-03-31 | → |
| 707 | PITON INVESTMENT MANAGEMENT, LP | GARDEN CITY | 282517 | $927.9M | 9 | 2026-04-30 | → |
| 708 | ZIMMER PARTNERS, LP | NEW YORK | 165684 | $5.24B | 32 | 2026-04-30 | → |
| 709 | VESTWELL ADVISORS LLC | NEW YORK | 284173 | $1.03B | 30 | 2026-04-30 | → |
| 710 | BECK, MACK & OLIVER LLC | NEW YORK | 105466 | $6.18B | 24 | 2026-03-31 | → |
| 711 | BC PARTNERS ADVISORS L.P. | NEW YORK | 288495 | $6.69B | 120 | 2026-03-31 | → |
| 712 | 1543 CAPITAL LP | GREENWICH | 305398 | $1.04B | 8 | 2026-04-30 | → |
| 713 | MARTIN INVESTMENT MANAGEMENT, LLC | PALM BEACH GARDENS | 105381 | $888.1M | 12 | 2026-04-30 | → |
| 714 | SVB WEALTH LLC | BOSTON | 172832 | $3.10B | 73 | 2026-03-31 | → |
| 715 | CONTRARIAN CAPITAL MANAGEMENT LLC | GREENWICH | 109979 | $4.79B | 47 | 2026-03-31 | → |
| 716 | SILVERARC CAPITAL MANAGEMENT, LLC | BOSTON | 304220 | $1.61B | 9 | 2026-03-31 | → |
| 717 | CHILTON INVESTMENT COMPANY, INC. | STAMFORD | 120107 | $1.32B | 29 | 2026-04-30 | → |
| 718 | BREAKOUT CAPITAL PARTNERS LP | NEW YORK | 321224 | $1.20B | 16 | 2026-03-31 | → |
| 719 | ARCUS CAPITAL PARTNERS, LLC | ATLANTA | 147346 | $2.51B | 15 | 2026-03-31 | → |
| 720 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | NEW YORK | 133243 | $929.4M | 8 | 2026-03-31 | → |
| 721 | ACCUMULUS CAPITAL MANAGEMENT, LLC | NEW YORK | 160501 | $1.74B | 10 | 2026-02-28 | → |
| 722 | RICHARD BERNSTEIN ADVISORS LLC | NEW YORK | 153577 | $3.79B | 28 | 2026-06-30 | → |
| 723 | DAVERN CAPITAL PARTNERS, LP | NEW YORK | 323018 | $715.1M | 4 | 2026-03-31 | → |
| 724 | PERMANENS CAPITAL L.P. | CHARLESTON | 157476 | $4.02B | 17 | 2026-03-31 | → |
| 725 | GFG CAPITAL, LLC | MIAMI | 128059 | $1.01B | 16 | 2026-03-31 | → |
| 726 | LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | STAMFORD | 149487 | $790.1M | 8 | 2026-03-31 | → |
| 727 | COINBASE ASSET MANAGEMENT, LLC | STAMFORD | 322174 | $840.5M | 14 | 2026-03-31 | → |
| 728 | PAVE INVESTMENT ADVISORS, LLC. | NEW YORK | 322420 | $669.6M | 7 | 2026-06-30 | → |
| 729 | TOMS CAPITAL INVESTMENT MANAGEMENT LP | NEW YORK | 291362 | $2.66B | 21 | 2026-06-30 | → |
| 730 | ONE RIVER ASSET MANAGEMENT, LLC | STAMFORD | 167835 | $2.39B | 22 | 2026-03-31 | → |
| 731 | CONCORD ASSET MANAGEMENT, LLC | ABINGDON | 310710 | $639.4M | 2 | 2026-03-31 | → |
| 732 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 733 | INVESTMENT PERFORMANCE SERVICES LLC | SAVANNAH | 105527 | $763.7M | 34 | 2026-03-31 | → |
| 734 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 138032 | $2.83B | 16 | 2026-03-31 | → |
| 735 | CAPITAL WEALTH PLANNING, LLC | NAPLES | 150764 | $17.25B | 30 | 2026-03-31 | → |
| 736 | INTEGRATED WEALTH CONCEPTS LLC | WALTHAM | 284656 | $18.92B | 493 | 2026-06-30 | → |
| 737 | COOPER CREEK PARTNERS MANAGEMENT LLC | NEW YORK | 157746 | $3.09B | 11 | 2026-03-31 | → |
| 738 | VALLEY WEALTH MANAGERS, INC. | PARAMUS | 108879 | $2.69B | 54 | 2026-03-31 | → |
| 739 | INDUSTRIAL DEVELOPMENT FUNDING LLC | MIAMI BEACH | 298015 | $624.0M | 5 | 2026-03-31 | → |
| 740 | WEATHERBIE CAPITAL, LLC | BOSTON | 105991 | $1.34B | 7 | 2026-06-30 | → |
| 741 | CAPSHIFT ADVISORS, LLC | WEST NEWTON | 309860 | $628.0M | 16 | 2026-03-31 | → |
| 742 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | FORT LAUDERDALE | 109134 | $1.84B | 14 | 2026-03-31 | → |
| 743 | HERITAGE INVESTORS MANAGEMENT CORP | BETHESDA | 110420 | $4.63B | 22 | 2026-03-31 | → |
| 744 | GREENLINE PARTNERS, LLC | NEW YORK | 164192 | $1.41B | 5 | 2026-03-31 | → |
| 745 | HARBOURVEST PARTNERS, LLC | BOSTON | 109846 | $191.18B | 1,204 | 2026-05-31 | → |
| 746 | DOUGLASS WINTHROP ADVISORS LLC | NEW YORK | 108680 | $6.46B | 34 | 2026-03-31 | → |
| 747 | SIO CAPITAL MANAGEMENT, LLC | NEW YORK | 165989 | $1.29B | 13 | 2026-03-31 | → |
| 748 | NASSAU PRIVATE CREDIT LLC | DARIEN | 300220 | $1.05B | 7 | 2026-05-31 | → |
| 749 | MORA CAPITAL MANAGEMENT, LLC | MIAMI | 112221 | $1.90B | 49 | 2026-06-30 | → |
| 750 | CANAL ROAD CAPITAL, LLC | MIAMI | 327488 | $1.26B | 16 | 2026-03-31 | → |
| 751 | TALOS EURISKO ASSET MANAGEMENT LP | NEW YORK | 332873 | $1.76B | 6 | 2026-03-31 | → |
| 752 | COASTAL BRIDGE ADVISORS, LLC | WESTPORT | 152569 | $5.02B | 46 | 2026-03-31 | → |
| 753 | EAGLE STRATEGIES LLC | NEW YORK | 110826 | $25.40B | 2,804 | 2026-03-31 | → |
| 754 | MGG INVESTMENT GROUP LP | NEW YORK | 174126 | $7.59B | 45 | 2026-03-31 | → |
| 755 | INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC | NEW YORK | 306860 | $1.12B | 5 | 2026-05-31 | → |
| 756 | SEER CAPITAL MANAGEMENT LP | NEW YORK | 152164 | $1.06B | 23 | 2026-03-31 | → |
| 757 | APELLA CAPITAL, LLC | WEST HARTFORD | 171106 | $11.07B | 179 | 2026-06-30 | → |
| 758 | BROCK FIDUCIARY SERVICES LLC | NEW YORK | 153055 | $588.2M | 4 | 2026-04-30 | → |
| 759 | VARADERO CAPITAL, L.P. | NEW YORK | 159183 | $2.29B | 27 | 2026-03-31 | → |
| 760 | FIDELITY DIVERSIFYING SOLUTIONS LLC | BOSTON | 315088 | $18.88B | 44 | 2026-05-31 | → |
| 761 | GLOBAL FRONTIER INVESTMENTS, LLC | CHARLESTON | 160105 | $682.0M | 2 | 2026-03-31 | → |
| 762 | G. W. HENSSLER & ASSOCIATES, LTD | KENNESAW | 104545 | $3.81B | 88 | 2026-03-31 | → |
| 763 | ZAIS GROUP LLC | HOLMDEL | 108371 | $5.26B | 46 | 2026-06-30 | → |
| 764 | HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC | BOSTON | 139068 | $6.48B | 80 | 2026-03-31 | → |
| 765 | CONNING INVESTMENT PRODUCTS, INC. | HARTFORD | 120387 | $572.0M | 8 | 2026-03-31 | → |
| 766 | H.I.G. CAPITAL, LLC | MIAMI | 160711 | $72.33B | 1,039 | 2026-03-31 | → |
| 767 | CORDOBA ADVISORY PARTNERS LLC | NEW YORK | 310199 | $2.81B | 11 | 2026-03-31 | → |
| 768 | HARPSWELL CAPITAL ADVISORS, LLC | YARMOUTH | 168996 | $587.0M | 5 | 2026-05-31 | → |
| 769 | KLINGENSTEIN, FIELDS & CO., L.P. | NEW YORK | 105907 | $4.70B | 39 | 2026-05-31 | → |
| 770 | SYMMETRY PARTNERS, LLC. | GLASTONBURY | 120982 | $4.73B | 52 | 2026-02-28 | → |
| 771 | UNIGESTION (US) LTD | NEW YORK | 305038 | $2.45B | 9 | 2026-06-30 | → |
| 772 | VECTORGLOBAL IAG, INC. | MIAMI | 147129 | $1.63B | 27 | 2026-06-30 | → |
| 773 | THE FIDUCIARY GROUP, LLC | SAVANNAH | 221530 | $1.97B | 18 | 2026-03-31 | → |
| 774 | QTRON INVESTMENTS LLC | BOSTON | 285608 | $1.23B | 7 | 2026-03-31 | → |
| 775 | PLUM ISLAND PARTNERS LLC | NEW YORK | 337695 | $550.0M | 16 | 2026-06-30 | → |
| 776 | MOERUS CAPITAL MANAGEMENT LLC | NEW YORK | 282399 | $893.1M | 8 | 2026-03-31 | → |
| 777 | ENERGY INCOME PARTNERS LLC | WESTPORT | 140799 | $6.06B | 21 | 2026-05-31 | → |
| 778 | CHOATE INVESTMENT ADVISORS LLC | BOSTON | 106109 | $10.05B | 34 | 2026-03-31 | → |
| 779 | SPROTT ASSET MANAGEMENT USA INC. | DARIEN | 139022 | $10.12B | 64 | 2026-03-31 | → |
| 780 | ANCHOR CAPITAL ADVISORS LLC | BOSTON | 105540 | $2.37B | 42 | 2026-03-31 | → |
| 781 | PROFICIO CAPITAL PARTNERS LLC | NEWTON | 269931 | $5.27B | 23 | 2026-04-30 | → |
| 782 | GLAZER CAPITAL, LLC. | NEW YORK | 136932 | $6.81B | 45 | 2026-03-31 | → |
| 783 | FUND DIRECT ADVISORS INC. | GREENSBORO | 155363 | $593.0M | 4 | 2026-03-31 | → |
| 784 | FCP FUND MANAGER, L.P. | CHEVY CHASE | 161468 | $3.48B | 75 | 2026-05-31 | → |
| 785 | R M DAVIS INC | PORTLAND | 105448 | $8.15B | 63 | 2026-03-31 | → |
| 786 | CANNELL & SPEARS LLC | NEW YORK | 142633 | $6.99B | 40 | 2026-03-31 | → |
| 787 | PASI INVESTMENTS, LLC | FARMINGTON | 145640 | $676.3M | 8 | 2026-03-31 | → |
| 788 | BENEFIT FIDUCIARY GROUP LLC | RICHMOND | 291252 | $529.4M | 2 | 2026-01-31 | → |
| 789 | CERTIFIED ADVISORY CORP | ALTAMONTE SPRINGS | 120990 | $3.04B | 39 | 2026-03-31 | → |
| 790 | THE PORTFOLIO STRATEGY GROUP, LLC | WHITE PLAINS | 166593 | $2.62B | 15 | 2026-03-31 | → |
| 791 | VECTORS RESEARCH MANAGEMENT LLC | NEW YORK | 137772 | $1.01B | 4 | 2026-03-31 | → |
| 792 | CCM INVESTMENT ADVISERS, LLC | COLUMBIA | 105743 | $1.55B | 11 | 2026-03-31 | → |
| 793 | RAITH CAPITAL PARTNERS, LLC | NEW YORK | 166815 | $2.83B | 29 | 2026-04-30 | → |
| 794 | DRI CAPITAL (US), INC. | SHORT HILLS | 311678 | $520.1M | 10 | 2025-06-30 | → |
| 795 | SOLLINDA CAPITAL MANAGEMENT LLC | MIAMI | 321742 | $1.02B | 20 | 2026-06-30 | → |
| 796 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | NY | 315603 | $517.9M | 2 | 2026-03-31 | → |
| 797 | ALTIUM INVESTMENT STRATEGIES LLC | WESLEY CHAPEL | 333950 | $517.7M | 8 | 2026-03-31 | → |
| 798 | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | WESTBOROUGH | 109420 | $6.30B | 69 | 2026-03-31 | → |
| 799 | GLOBAL FOREST PARTNERS LP | LEBANON | 127064 | $3.50B | 24 | 2026-04-30 | → |
| 800 | HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC | CHARLOTTE | 297174 | $788.3M | 2 | 2026-03-31 | → |
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