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 | |
|---|---|---|---|---|---|---|---|
| 1101 | TWIN FOCUS CAPITAL PARTNERS, LLC | BOSTON | 140522 | $4.58B | 37 | 2026-04-30 | → |
| 1102 | BOSTON TRUST WALDEN INC. | BOSTON | 111266 | $4.58B | 32 | 2026-03-31 | → |
| 1103 | DEEPCURRENTS INVESTMENT GROUP LLC | NEW YORK | 288159 | $4.58B | 12 | 2026-03-31 | → |
| 1104 | SANDBROOK CAPITAL MANAGEMENT LP | STAMFORD | 317009 | $4.58B | 29 | 2026-03-31 | → |
| 1105 | HULL STREET ENERGY, LLC | BETHESDA | 291881 | $4.57B | 32 | 2026-06-30 | → |
| 1106 | TENEX CAPITAL MANAGEMENT, L.P. | NEW YORK | 157077 | $4.57B | 35 | 2026-03-31 | → |
| 1107 | CORVEX MANAGEMENT LP | NEW YORK | 158197 | $4.57B | 16 | 2026-03-31 | → |
| 1108 | QHP CAPITAL, L.P. | RALEIGH | 311710 | $4.57B | 25 | 2026-03-31 | → |
| 1109 | DWIGHT SECURITIES MANAGEMENT LLC | SUNNY ISLES BEACH | 174984 | $4.56B | 41 | 2026-04-30 | → |
| 1110 | BROWN CAPITAL MANAGEMENT, LLC | BALTIMORE | 105633 | $4.54B | 37 | 2026-03-31 | → |
| 1111 | CONIFER MANAGEMENT, LLC | NEW YORK | 283492 | $4.53B | 29 | 2026-03-31 | → |
| 1112 | FRANKLIN STREET ADVISORS, INC. | CHAPEL HILL | 106275 | $4.53B | 40 | 2026-05-31 | → |
| 1113 | H/2 CREDIT MANAGER LP | STAMFORD | 133693 | $4.52B | 18 | 2026-03-31 | → |
| 1114 | INNOVATION X ADVISORS, LLC | ROCKVILLE | 322292 | $4.52B | 4 | 2026-03-31 | → |
| 1115 | CWA ASSET MANAGEMENT GROUP, LLC | NAPLES | 158940 | $4.51B | 67 | 2026-04-30 | → |
| 1116 | SPIRE WEALTH MANAGEMENT, LLC | MCLEAN | 113908 | $4.51B | 145 | 2026-06-30 | → |
| 1117 | AGTB FUND MANAGER, LLC | NEW YORK | 318665 | $4.51B | 239 | 2026-03-31 | → |
| 1118 | OIC, L.P. | NEW YORK | 282499 | $4.51B | 46 | 2026-04-30 | → |
| 1119 | GREYCROFT LP | NEW YORK | 162561 | $4.51B | 54 | 2026-05-31 | → |
| 1120 | CAPITOLIS ADVISORS LLC | NEW YORK | 290462 | $4.50B | 68 | 2026-04-30 | → |
| 1121 | VR ADVISER, LLC | NEW YORK | 169288 | $4.50B | 11 | 2026-04-30 | → |
| 1122 | PERFORMA LIMITED (US), LLC | CHARLESTON | 154232 | $4.49B | 18 | 2026-06-30 | → |
| 1123 | BRIGHTON PARK CAPITAL MANAGEMENT, L.P. | GREENWICH | 304261 | $4.48B | 56 | 2026-03-31 | → |
| 1124 | CONNECTICUT WEALTH MANAGEMENT, LLC | FARMINGTON | 154310 | $4.48B | 74 | 2026-05-31 | → |
| 1125 | ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC | NEW YORK | 322058 | $4.47B | 290 | 2026-02-28 | → |
| 1126 | PARADIGM BIOCAPITAL ADVISORS LP | NEW YORK | 312544 | $4.47B | 11 | 2026-05-31 | → |
| 1127 | LUMINARX CAPITAL MANAGEMENT LP | NEW YORK | 327065 | $4.46B | 27 | 2026-05-31 | → |
| 1128 | BIENVILLE CAPITAL MANAGEMENT, LLC | NEW YORK | 149320 | $4.45B | 27 | 2026-03-31 | → |
| 1129 | VALLEY FORGE CAPITAL MANAGEMENT, LP | MIAMI | 162953 | $4.45B | 9 | 2026-03-31 | → |
| 1130 | PROVENANCE WEALTH ADVISORS, LLC | FORT LAUDERDALE | 126529 | $4.44B | 52 | 2026-01-31 | → |
| 1131 | BEACON INVESTMENT ADVISORY SERVICES, INC. | MORRISTOWN | 226547 | $4.44B | 51 | 2026-03-31 | → |
| 1132 | EMSO ASSET MANAGEMENT US LLC | GREENWICH | 167999 | $4.42B | 11 | 2025-03-31 | → |
| 1133 | GLADSTONE MANAGEMENT CORPORATION | MCLEAN | 122482 | $4.42B | 45 | 2026-04-30 | → |
| 1134 | GREYSTONE BRIDGE LENDING FUND MANAGER LLC | NEW YORK | 284589 | $4.40B | 72 | 2026-04-30 | → |
| 1135 | LOCUST WOOD CAPITAL ADVISERS, LLC | NEW YORK | 135140 | $4.40B | 12 | 2026-03-31 | → |
| 1136 | LGK ADVISORS, LLC | NEW YORK | 154922 | $4.39B | 27 | 2026-03-31 | → |
| 1137 | EAGLETREE CAPITAL, LP | NEW YORK | 281137 | $4.39B | 41 | 2026-03-31 | → |
| 1138 | ACRES CAPITAL, LLC | UNIONDALE | 281190 | $4.39B | 40 | 2026-03-31 | → |
| 1139 | AQR ARBITRAGE, LLC | GREENWICH | 114626 | $4.38B | 18 | 2026-03-31 | → |
| 1140 | RWC ASSET ADVISORS (US) LLC | MIAMI | 166517 | $4.38B | 22 | 2026-03-31 | → |
| 1141 | GM ADVISORY GROUP, LLC | MELVILLE | 147592 | $4.36B | 46 | 2026-03-31 | → |
| 1142 | ANCALA PARTNERS LLC | NEW YORK | 333844 | $4.36B | 7 | 2026-04-30 | → |
| 1143 | GOOD LIFE ADVISORS, LLC | CELEBRATION | 171898 | $4.35B | 135 | 2026-03-31 | → |
| 1144 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC | BALTIMORE | 134332 | $4.34B | 68 | 2026-03-31 | → |
| 1145 | QUILVEST CAPITAL PARTNERS MANAGEMENT, LLC | NEW YORK | 175159 | $4.34B | 26 | 2026-05-31 | → |
| 1146 | STONEHILL CAPITAL MANAGEMENT LLC | NEW YORK | 155513 | $4.34B | 23 | 2026-03-31 | → |
| 1147 | VOYAGER GLOBAL MANAGEMENT LP | NEW YORK | 311921 | $4.33B | 3 | 2026-03-31 | → |
| 1148 | MORGAN STANLEY EATON VANCE CLO MANAGER LLC | NEW YORK | 309263 | $4.33B | 17 | 2026-05-31 | → |
| 1149 | PRANA CAPITAL MANAGEMENT LP | GREENWICH | 287925 | $4.31B | 10 | 2026-03-31 | → |
| 1150 | PALLAS CAPITAL ADVISORS, LLC | BRAINTREE | 310327 | $4.31B | 28 | 2026-04-30 | → |
| 1151 | NEW CENTURY ADVISORS, LLC | CHEVY CHASE | 122478 | $4.31B | 18 | 2026-03-31 | → |
| 1152 | TRILLIUM ASSET MANAGEMENT, LLC | BOSTON | 110901 | $4.31B | 53 | 2026-03-31 | → |
| 1153 | SAGE MOUNTAIN ADVISORS, LLC | ATLANTA | 298593 | $4.29B | 31 | 2026-03-31 | → |
| 1154 | VIBRANT CAPITAL PARTNERS, INC. | NEW YORK | 148352 | $4.28B | 24 | 2026-03-31 | → |
| 1155 | MAM AMERICAS, INC. | NEW YORK | 282639 | $4.27B | 262 | 2026-06-30 | → |
| 1156 | SIMPLICITY WEALTH LLC | SUMMIT | 300572 | $4.27B | 424 | 2026-04-30 | → |
| 1157 | APOLLO REAL ESTATE FUND ADVISER, LLC | NEW YORK | 169120 | $4.27B | 3,564 | 2026-03-31 | → |
| 1158 | SIRENIA CAPITAL MANAGEMENT LP | MIAMI BEACH | 340192 | $4.26B | 13 | 2026-05-31 | → |
| 1159 | TETRAGON FINANCIAL MANAGEMENT LP | NEW YORK | 156041 | $4.26B | 9 | 2026-06-30 | → |
| 1160 | FRANKLIN BSP CAPITAL ADVISER LLC | NEW YORK | 307684 | $4.25B | 2 | 2026-03-31 | → |
| 1161 | TINICUM INCORPORATED | NEW YORK | 157298 | $4.23B | 44 | 2026-04-30 | → |
| 1162 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | BOSTON | 137342 | $4.23B | 35 | 2026-03-31 | → |
| 1163 | ZWJ INVESTMENT COUNSEL INC | ATLANTA | 110397 | $4.23B | 20 | 2026-03-31 | → |
| 1164 | WILLIS INVESTMENT COUNSEL INC | GAINESVILLE | 111042 | $4.23B | 13 | 2026-04-30 | → |
| 1165 | POLARIS GROWTH MANAGEMENT, LLC | BOSTON | 297431 | $4.22B | 51 | 2026-04-30 | → |
| 1166 | SYSTEMATIC FINANCIAL MANAGEMENT LP | TEANECK | 106146 | $4.21B | 22 | 2026-03-31 | → |
| 1167 | ELECTRON CAPITAL PARTNERS, LLC | NEW YORK | 166102 | $4.20B | 13 | 2026-03-31 | → |
| 1168 | STIFEL CAPITAL MANAGEMENT, LLC | NEW YORK | 328365 | $4.20B | 9 | 2026-03-31 | → |
| 1169 | SOUTHEAST ASSET ADVISORS, LLC | THOMASVILLE | 107588 | $4.20B | 14 | 2026-05-31 | → |
| 1170 | CLEAR INVESTMENT RESEARCH, LLC | ALPHARETTA | 172685 | $4.19B | 5 | 2026-03-31 | → |
| 1171 | BONACCORD CAPITAL ADVISORS LLC | NEW YORK | 316716 | $4.19B | 35 | 2026-03-31 | → |
| 1172 | SALEM INVESTMENT COUNSELORS INC | WINSTON SALEM | 104855 | $4.19B | 18 | 2026-03-31 | → |
| 1173 | GARNETT STATION PARTNERS, LLC | NEW YORK | 300033 | $4.19B | 44 | 2026-05-31 | → |
| 1174 | WHITEHAVEN ASSET MANAGEMENT, LP | GREENWICH | 170531 | $4.18B | 15 | 2026-03-31 | → |
| 1175 | CROSSINGBRIDGE ADVISORS, LLC | PLEASANTVILLE | 286594 | $4.18B | 16 | 2026-06-30 | → |
| 1176 | SOUND INCOME STRATEGIES, LLC | FORT LAUDERDALE | 173272 | $4.18B | 134 | 2026-01-31 | → |
| 1177 | MARTINGALE ASSET MANAGEMENT LP | BOSTON | 108526 | $4.18B | 25 | 2026-03-31 | → |
| 1178 | STAR MOUNTAIN FUND MANAGEMENT, LLC | NEW YORK | 164728 | $4.18B | 121 | 2026-03-31 | → |
| 1179 | BOSTON COMMON ASSET MANAGEMENT, LLC | BOSTON | 123558 | $4.17B | 39 | 2026-03-31 | → |
| 1180 | ESSEX FINANCIAL SERVICES, INC. | ESSEX | 127549 | $4.17B | 46 | 2025-12-31 | → |
| 1181 | TIGER IRON CAPITAL, LLC | ANDOVER | 283006 | $4.17B | 6 | 2026-05-31 | → |
| 1182 | REVELAR CAPITAL LLC | NEW YORK | 291049 | $4.16B | 23 | 2026-03-31 | → |
| 1183 | APRIO WEALTH MANAGEMENT, LLC | ATLANTA | 127333 | $4.15B | 55 | 2026-06-30 | → |
| 1184 | FOUNDERS FINANCIAL SECURITIES, LLC | TOWSON | 137945 | $4.14B | 139 | 2026-04-30 | → |
| 1185 | ARCHPOINT INVESTORS LLC | CORAL GABLES | 151807 | $4.13B | 11 | 2026-03-31 | → |
| 1186 | EVOLUTION CREDIT PARTNERS MANAGEMENT, LLC | BOSTON | 292216 | $4.12B | 43 | 2026-03-31 | → |
| 1187 | BLUE WOLF CAPITAL PARTNERS LLC | NEW YORK | 162475 | $4.12B | 51 | 2026-03-31 | → |
| 1188 | SENVEST MANAGEMENT, LLC | NEW YORK | 137312 | $4.12B | 25 | 2026-03-31 | → |
| 1189 | FINACCESS ADVISORS, LLC | MIAMI | 150697 | $4.11B | 13 | 2026-03-31 | → |
| 1190 | CASTLEKNIGHT MANAGEMENT LP | NEW YORK | 309435 | $4.10B | 13 | 2026-03-31 | → |
| 1191 | SPF INVESTMENT MANAGEMENT, L.P. | NEW YORK | 299036 | $4.10B | 26 | 2026-03-31 | → |
| 1192 | BLUE OWL DIVERSIFIED CREDIT ADVISORS LLC | NEW YORK | 307525 | $4.10B | 240 | 2025-12-31 | → |
| 1193 | FUNDAMENTAL ADVISORS LP | NEW YORK | 157899 | $4.09B | 44 | 2026-03-31 | → |
| 1194 | WILDCAT CAPITAL MANAGEMENT, LLC | NEW YORK | 162178 | $4.08B | 13 | 2026-05-31 | → |
| 1195 | E CAPITAL MANAGEMENT L.P. | NEW YORK | 113661 | $4.07B | 50 | 2025-03-31 | → |
| 1196 | MONEY CONCEPTS CAPITAL CORP | PALM BEACH GARDENS | 12963 | $4.07B | 478 | 2026-03-31 | → |
| 1197 | HUDSON STRUCTURED CAPITAL MANAGEMENT LTD. | STAMFORD | 282919 | $4.03B | 38 | 2026-03-31 | → |
| 1198 | PERMANENS CAPITAL L.P. | CHARLESTON | 157476 | $4.02B | 17 | 2026-03-31 | → |
| 1199 | KARPUS MANAGEMENT INC | PITTSFORD | 110275 | $4.01B | 38 | 2026-05-31 | → |
| 1200 | VALOR ADVISORS LLC | MIAMI | 171358 | $4.01B | 16 | 2026-06-30 | → |
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