Research Report · 2026-06-30
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
6,740
Total AUM
$82.21T
Median AUM
$529.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | POLEN CAPITAL CREDIT, LLC | WALTHAM | 108468 | $6.13B | 46 | 2026-05-31 | → |
| 902 | BELL PARTNERS INVESTMENT MANAGER, LLC | GREENSBORO | 329611 | $6.12B | 69 | 2026-05-31 | → |
| 903 | CBRE GLOBAL VALUE INVESTORS, LLC | NEW YORK | 111590 | $6.11B | 195 | 2025-07-31 | → |
| 904 | EJF CAPITAL LP | ARLINGTON | 138854 | $6.10B | 44 | 2026-04-30 | → |
| 905 | WARREN EQUITY PARTNERS MANAGER, L.P. | JACKSONVILLE BEACH | 295903 | $6.09B | 67 | 2026-03-31 | → |
| 906 | APERTURE INVESTORS, LLC | NEW YORK | 295468 | $6.06B | 78 | 2026-03-31 | → |
| 907 | ENERGY INCOME PARTNERS LLC | WESTPORT | 140799 | $6.06B | 21 | 2026-05-31 | → |
| 908 | EAST END ADVISORS, LLC | NEW YORK | 147144 | $6.06B | 17 | 2026-04-30 | → |
| 909 | FACET WEALTH, INC | WEST PALM BEACH | 285961 | $6.04B | 168 | 2026-02-28 | → |
| 910 | TRIVEST INVESTMENT ADVISORS, LLC | CORAL GABLES | 161432 | $6.01B | 100 | 2026-05-31 | → |
| 911 | J.C. FLOWERS & CO. LLC | NEW YORK | 142529 | $6.01B | 38 | 2026-03-31 | → |
| 912 | VERATIS ADVISORS, INC. | CARY | 117892 | $5.99B | 8 | 2026-03-31 | → |
| 913 | THIRD LAKE PARTNERS, LLC | TAMPA | 299961 | $5.97B | 16 | 2026-03-31 | → |
| 914 | MEADOW CAPITAL MANAGEMENT LLC | NEW YORK | 161322 | $5.97B | 17 | 2026-03-31 | → |
| 915 | DAIWA ASSET MANAGEMENT (AMERICA) LTD. | NEW YORK | 126191 | $5.96B | 12 | 2026-06-30 | → |
| 916 | W. H. REAVES & CO., INC. | JERSEY CITY | 3140 | $5.94B | 21 | 2026-02-28 | → |
| 917 | RICHMOND CAPITAL MANAGEMENT INC | RICHMOND | 104636 | $5.93B | 20 | 2026-03-31 | → |
| 918 | CONTOUR ASSET MANAGEMENT LLC | NEW YORK | 154645 | $5.92B | 15 | 2026-03-31 | → |
| 919 | GELLER ADVISORS LLC | NEW YORK | 134062 | $5.91B | 49 | 2025-01-31 | → |
| 920 | LCN CAPITAL PARTNERS, L.P. | NEW YORK | 166799 | $5.90B | 38 | 2026-03-31 | → |
| 921 | T. ROWE PRICE ADVISORY SERVICES, INC. | OWINGS MILLS | 108958 | $5.90B | 92 | 2026-06-30 | → |
| 922 | DEPRINCE, RACE & ZOLLO, INC. | WINTER PARK | 112099 | $5.89B | 27 | 2026-05-31 | → |
| 923 | GID MULTIFAMILY INVESTMENT MANAGEMENT LLC | ATLANTA | 329225 | $5.89B | 124 | 2026-06-30 | → |
| 924 | TRILANTIC CAPITAL MANAGEMENT L.P. | NEW YORK | 152331 | $5.89B | 37 | 2026-05-31 | → |
| 925 | ANOMALY CAPITAL MANAGEMENT, LP | NEW YORK | 309211 | $5.88B | 45 | 2026-03-31 | → |
| 926 | HG VORA CAPITAL MANAGEMENT, LLC | NEW YORK | 161788 | $5.87B | 40 | 2026-03-31 | → |
| 927 | TORCHLIGHT INVESTORS, LLC | NEW YORK | 111289 | $5.84B | 52 | 2026-03-31 | → |
| 928 | SUN CAPITAL ADVISORS, L.P. | BOCA RATON | 155109 | $5.84B | 58 | 2026-06-30 | → |
| 929 | LEE EQUITY PARTNERS, LLC | NEW YORK | 157422 | $5.84B | 48 | 2026-03-31 | → |
| 930 | THE LINONIA PARTNERSHIP LP | NEW YORK | 326550 | $5.84B | 8 | 2026-03-31 | → |
| 931 | GC WEALTH MANAGEMENT RIA, LLC | CAMBRIDGE | 327269 | $5.83B | 44 | 2026-03-31 | → |
| 932 | AXIUM INFRASTRUCTURE US INC. | NEW YORK | 168164 | $5.83B | 17 | 2026-03-31 | → |
| 933 | SALUDA GRADE ASSET MANAGEMENT LLC | NEW YORK | 304725 | $5.83B | 51 | 2026-06-30 | → |
| 934 | MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC | NEW YORK | 147548 | $5.83B | 25 | 2026-05-31 | → |
| 935 | MILLSTREET CAPITAL MANAGEMENT LLC | BOSTON | 161566 | $5.82B | 14 | 2026-03-31 | → |
| 936 | MAYFLOWER FINANCIAL ADVISORS, LLC | BOSTON | 307857 | $5.82B | 33 | 2026-05-31 | → |
| 937 | PROSPECT RIDGE ADVISORS, LLC | NEW YORK | 299594 | $5.81B | 44 | 2026-03-31 | → |
| 938 | AETOS ALTERNATIVES MANAGEMENT, L.P. | NEW YORK | 116761 | $5.80B | 19 | 2026-03-31 | → |
| 939 | BUCKHEAD CAPITAL MANAGEMENT, LLC | ATLANTA | 110707 | $5.76B | 13 | 2026-03-31 | → |
| 940 | OBRA CAPITAL MANAGEMENT, LLC. | NEW YORK | 155231 | $5.75B | 132 | 2026-04-30 | → |
| 941 | SOLAMERE CAPITAL, LLC | BOSTON | 156902 | $5.74B | 12 | 2026-03-31 | → |
| 942 | GLADSTONE INSTITUTIONAL ADVISORY LLC | PALM BEACH GARDENS | 250787 | $5.68B | 186 | 2026-06-30 | → |
| 943 | DYNAMIC BETA INVESTMENTS LLC | GREENWICH | 164972 | $5.67B | 7 | 2026-03-31 | → |
| 944 | CORTLAND INVESTMENT MANAGEMENT, LLC | ATLANTA | 299369 | $5.67B | 91 | 2026-03-31 | → |
| 945 | KLINGMAN AND ASSOCIATES, LLC | NEW YORK | 125618 | $5.66B | 25 | 2026-05-31 | → |
| 946 | ALTAROCK PARTNERS LP | WEST PALM BEACH | 161005 | $5.66B | 7 | 2026-04-30 | → |
| 947 | GALLATIN POINT CAPITAL LLC | GREENWICH | 287716 | $5.65B | 23 | 2026-03-31 | → |
| 948 | BRAVE WARRIOR ADVISORS, LLC | NEW YORK | 108894 | $5.64B | 6 | 2026-04-30 | → |
| 949 | ALESCO ADVISORS, LLC, AN ESL COMPANY | PITTSFORD | 339091 | $5.61B | 26 | 2026-04-30 | → |
| 950 | DONALD SMITH & CO., INC. | NEW YORK | 104947 | $5.60B | 11 | 2026-03-31 | → |
| 951 | PENTEGRA INVESTORS, INC. | SHELTON | 111503 | $5.60B | 13 | 2026-05-31 | → |
| 952 | SULLIVAN REALTY CAPITAL, LLC | NEW YORK | 158988 | $5.57B | 76 | 2026-03-31 | → |
| 953 | ANTARCTICA INVESTMENT ADVISORS, LLC | NEW YORK | 284659 | $5.57B | 32 | 2026-06-30 | → |
| 954 | BALENTINE LLC | ATLANTA | 152511 | $5.54B | 61 | 2026-06-30 | → |
| 955 | INVESTCORP INVESTMENT ADVISERS LLC | NEW YORK | 137790 | $5.53B | 71 | 2025-09-30 | → |
| 956 | WAINWRIGHT INVESTMENT COUNSEL LLC | BOSTON | 108711 | $5.52B | 17 | 2026-03-31 | → |
| 957 | 71 WEST CAPITAL PARTNERS, LLC | BOSTON | 338756 | $5.51B | 10 | 2026-06-30 | → |
| 958 | STACEY BRAUN ASSOCIATES INC | NEW YORK | 105056 | $5.50B | 17 | 2026-03-31 | → |
| 959 | CQS (US), LLC | NEW YORK | 147329 | $5.49B | 16 | 2026-06-30 | → |
| 960 | LOWE, BROCKENBROUGH & COMPANY, INC. | RICHMOND | 105142 | $5.49B | 31 | 2026-05-31 | → |
| 961 | INTEGRUM HOLDINGS LP | NEW YORK | 314678 | $5.49B | 25 | 2026-05-31 | → |
| 962 | LIME ROCK MANAGEMENT LP | WESTPORT | 157127 | $5.48B | 198 | 2026-03-31 | → |
| 963 | BANSK GROUP LLC | NEW YORK | 312320 | $5.48B | 25 | 2026-03-31 | → |
| 964 | VESTAL POINT CAPITAL, LP | NEW YORK | 325894 | $5.47B | 11 | 2026-03-31 | → |
| 965 | MONOMOY CAPITAL MANAGEMENT, L.P. | GREENWICH | 160759 | $5.46B | 77 | 2026-05-31 | → |
| 966 | POLARIS CAPITAL MANAGEMENT, LLC | BOSTON | 106278 | $5.45B | 18 | 2026-01-31 | → |
| 967 | PALESTRA CAPITAL MANAGEMENT LLC | NEW YORK | 160535 | $5.44B | 21 | 2026-03-31 | → |
| 968 | STWD INVESTMENT MANAGEMENT, LLC | MIAMI BEACH | 288615 | $5.43B | 139 | 2026-03-31 | → |
| 969 | MOTIVE CAPITAL MANAGEMENT, LLC | NEW YORK | 285341 | $5.42B | 103 | 2026-05-31 | → |
| 970 | STOCKBRIDGE PARTNERS LLC | BOSTON | 160674 | $5.41B | 20 | 2026-05-31 | → |
| 971 | TAILWIND MANAGEMENT LP | NEW YORK | 156562 | $5.41B | 29 | 2026-03-31 | → |
| 972 | FENIMORE ASSET MANAGEMENT, INC. | COBLESKILL | 110946 | $5.41B | 43 | 2026-01-31 | → |
| 973 | WELLINGTON FUNDS (US) LLC | BOSTON | 288313 | $5.41B | 2 | 2026-03-31 | → |
| 974 | SANDS CAPITAL ALTERNATIVES, LLC | ARLINGTON | 155517 | $5.41B | 182 | 2026-03-31 | → |
| 975 | HQ CAPITAL PRIVATE EQUITY LLC | MIAMI | 134231 | $5.40B | 78 | 2026-03-31 | → |
| 976 | BAIN CAPITAL INSURANCE SOLUTIONS, LP | BOSTON | 305575 | $5.39B | 48 | 2026-03-31 | → |
| 977 | BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC | NEW YORK | 165782 | $5.39B | 304 | 2026-04-30 | → |
| 978 | CORNELL CAPITAL LLC | NEW YORK | 226779 | $5.38B | 26 | 2026-03-31 | → |
| 979 | COVE HILL PARTNERS, L.P. | BOSTON | 288684 | $5.36B | 46 | 2026-03-31 | → |
| 980 | MANTLE RIDGE LP | NEW YORK | 284653 | $5.35B | 15 | 2026-05-31 | → |
| 981 | FAMILY MANAGE LLC | NEW YORK | 104951 | $5.31B | 23 | 2026-04-30 | → |
| 982 | FLEXSTONE PARTNERS, LLC | NEW YORK | 147353 | $5.30B | 28 | 2026-03-31 | → |
| 983 | PAMLICO CAPITAL MANAGEMENT, LP | CHARLOTTE | 157532 | $5.30B | 41 | 2026-03-31 | → |
| 984 | BIP WEALTH, LLC | ATLANTA | 143208 | $5.29B | 88 | 2026-06-30 | → |
| 985 | CONSTITUTION CAPITAL EQUITY PARTNERS LP | ANDOVER | 147248 | $5.27B | 67 | 2026-05-31 | → |
| 986 | PROFICIO CAPITAL PARTNERS LLC | NEWTON | 269931 | $5.27B | 23 | 2026-04-30 | → |
| 987 | DENHAM CAPITAL MANAGEMENT LP | BOSTON | 156605 | $5.26B | 29 | 2026-03-31 | → |
| 988 | ALUMINA INVESTMENT MANAGEMENT, LLC | CHARLOTTE | 164273 | $5.26B | 2 | 2026-03-31 | → |
| 989 | MHR FUND MANAGEMENT LLC | NEW YORK | 157212 | $5.26B | 21 | 2026-03-31 | → |
| 990 | ZAIS GROUP LLC | HOLMDEL | 108371 | $5.26B | 46 | 2026-06-30 | → |
| 991 | ZIMMER PARTNERS, LP | NEW YORK | 165684 | $5.24B | 32 | 2026-04-30 | → |
| 992 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | NEW YORK | 163427 | $5.24B | 9 | 2026-03-31 | → |
| 993 | FOREST INVESTMENT ASSOCIATES L.P. | ATLANTA | 110163 | $5.24B | 55 | 2026-04-30 | → |
| 994 | STANDARD INVESTMENTS LLC | NEW YORK | 160843 | $5.22B | 37 | 2026-03-31 | → |
| 995 | SKYE GLOBAL MANAGEMENT LP | WEST PALM BEACH | 283493 | $5.21B | 7 | 2026-03-31 | → |
| 996 | GENTRUST, LLC | MIAMI | 158369 | $5.20B | 40 | 2026-03-31 | → |
| 997 | PROFUND ADVISORS LLC | BETHESDA | 109585 | $5.20B | 98 | 2026-03-31 | → |
| 998 | DEXTRA ADVISORS LLC | NEW YORK | 321820 | $5.19B | 19 | 2026-03-31 | → |
| 999 | PAINE SCHWARTZ PARTNERS, LLC | NEW YORK | 157551 | $5.19B | 43 | 2026-03-31 | → |
| 1000 | INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. | NEW YORK | 329155 | $5.19B | 10 | 2026-04-30 | → |
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