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 | |
|---|---|---|---|---|---|---|---|
| 1301 | HILL PATH CAPITAL LP | NEW YORK | 281794 | $3.41B | 21 | 2026-03-31 | → |
| 1302 | LAKEWOOD CAPITAL MANAGEMENT, LP | NEW YORK | 156429 | $3.40B | 13 | 2026-03-31 | → |
| 1303 | SOUND SHORE MANAGEMENT INC | GREENWICH | 112379 | $3.40B | 16 | 2026-04-30 | → |
| 1304 | NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. | NEW YORK | 307111 | $3.40B | 235 | 2026-06-30 | → |
| 1305 | INVENOMIC CAPITAL MANAGEMENT LP | BOSTON | 287617 | $3.39B | 17 | 2026-03-31 | → |
| 1306 | COHEN KLINGENSTEIN, LLC | NEW YORK | 148428 | $3.39B | 7 | 2026-03-31 | → |
| 1307 | WESTFULLER ADVISORS, LLC | NEW YORK | 155054 | $3.37B | 23 | 2026-03-31 | → |
| 1308 | COLONY FAMILY OFFICES, LLC | CHARLOTTE | 167017 | $3.36B | 16 | 2026-02-28 | → |
| 1309 | PROPRIUM CAPITAL PARTNERS, L.P. | STAMFORD | 165441 | $3.36B | 35 | 2026-03-31 | → |
| 1310 | WARWICK CAPITAL PARTNERS (US) LP | STAMFORD | 320777 | $3.34B | 11 | 2026-03-31 | → |
| 1311 | REGATTA LOAN MANAGEMENT LLC | NEW YORK | 226518 | $3.33B | 0 | 2026-03-31 | → |
| 1312 | RECOGNIZE PARTNERS LP | NEW YORK | 311156 | $3.33B | 25 | 2026-04-30 | → |
| 1313 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | BALTIMORE | 111179 | $3.33B | 27 | 2026-03-31 | → |
| 1314 | APOLLO INVESTMENT MANAGEMENT, L.P. | NEW YORK | 130610 | $3.32B | 3,564 | 2026-03-31 | → |
| 1315 | CERTUITY, LLC | NORTH PALM BEACH | 129505 | $3.30B | 35 | 2026-04-30 | → |
| 1316 | XML FINANCIAL, LLC | BETHESDA | 284987 | $3.30B | 54 | 2026-06-30 | → |
| 1317 | ATALAN CAPITAL PARTNERS, LP | NEW YORK | 226714 | $3.29B | 7 | 2026-04-30 | → |
| 1318 | VERGER CAPITAL MANAGEMENT LLC | WINSTON-SALEM | 170125 | $3.28B | 18 | 2026-06-30 | → |
| 1319 | MUDRICK CAPITAL MANAGEMENT, LP | NEW YORK | 161012 | $3.28B | 35 | 2026-06-30 | → |
| 1320 | POTOMAC FUND MANAGEMENT INC | BETHESDA | 105413 | $3.28B | 36 | 2026-05-31 | → |
| 1321 | CINVEN, INC. | NEW YORK | 323534 | $3.28B | 20 | 2026-03-31 | → |
| 1322 | NORTHEAST INVESTMENT MANAGEMENT INC | BOSTON | 105051 | $3.27B | 25 | 2026-02-28 | → |
| 1323 | TREMBLANT ADVISORS LP | WEST PALM BEACH | 330605 | $3.27B | 19 | 2026-03-31 | → |
| 1324 | BASEPOINT ADVISORS LLC | NEW YORK | 316715 | $3.27B | 25 | 2026-06-30 | → |
| 1325 | FALCON INVESTMENT ADVISORS, LLC | BOSTON | 161548 | $3.27B | 33 | 2026-03-31 | → |
| 1326 | AVANTYR CAPITAL PARTNERS, LP | NEW YORK | 337895 | $3.27B | 22 | 2026-03-31 | → |
| 1327 | YORK CAPITAL MANAGEMENT GLOBAL ADVISORS, LLC | NEW YORK | 140336 | $3.26B | 43 | 2026-03-31 | → |
| 1328 | GATES CAPITAL MANAGEMENT, INC. | NEW YORK | 137842 | $3.26B | 14 | 2026-03-31 | → |
| 1329 | ADVOCACY WEALTH MANAGEMENT, LLC | ATLANTA | 141943 | $3.24B | 36 | 2026-03-31 | → |
| 1330 | GRYPHON WEALTH, LLC | JACKSONVILLE | 339969 | $3.24B | 22 | 2026-05-31 | → |
| 1331 | BHARCAP PARTNERS, LLC | GREENWICH | 315679 | $3.24B | 14 | 2026-03-31 | → |
| 1332 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | NEW YORK | 159296 | $3.24B | 35 | 2026-05-31 | → |
| 1333 | GROWTHCURVE CAPITAL, LP | NEW YORK | 313204 | $3.24B | 31 | 2026-03-31 | → |
| 1334 | MEYER HANDELMAN COMPANY LLC | RYE BROOK | 107309 | $3.24B | 18 | 2026-03-31 | → |
| 1335 | OBERLAND CAPITAL MANAGEMENT LLC | NEW YORK | 169109 | $3.22B | 23 | 2026-05-31 | → |
| 1336 | CUMBERLAND ADVISORS, LLC | SARASOTA | 107964 | $3.22B | 36 | 2026-02-28 | → |
| 1337 | EVENSKY & KATZ, LLC | CORAL GABLES | 109698 | $3.21B | 44 | 2026-03-31 | → |
| 1338 | LEO WEALTH, LLC | EDISON | 283891 | $3.21B | 40 | 2026-06-30 | → |
| 1339 | PRINCIPLE WEALTH PARTNERS LLC | MADISON | 290180 | $3.20B | 28 | 2026-06-30 | → |
| 1340 | E.P.G., INCORPORATED | FRAMINGHAM | 106821 | $3.20B | 11 | 2026-03-31 | → |
| 1341 | THE PROSPERITY CONSULTING GROUP, LLC | OWINGS MILLS | 133777 | $3.20B | 66 | 2026-06-30 | → |
| 1342 | BOGART WEALTH, LLC | MCLEAN | 283886 | $3.19B | 50 | 2026-03-31 | → |
| 1343 | ALTES CAPITAL, LLC | NEW YORK | 331481 | $3.19B | 7 | 2026-03-31 | → |
| 1344 | FITZWALTER CAPITAL (US) LLC | NEW YORK | 311629 | $3.19B | 9 | 2026-03-31 | → |
| 1345 | SOLUS ALTERNATIVE ASSET MANAGEMENT LP | SUMMIT | 144155 | $3.19B | 25 | 2026-03-31 | → |
| 1346 | FOURSIXTHREE CAPITAL LP | NEW YORK | 311299 | $3.18B | 19 | 2026-03-31 | → |
| 1347 | LCP INSTITUTIONAL, LLC | ATLANTA | 325133 | $3.18B | 8 | 2026-03-31 | → |
| 1348 | CSENGE ADVISORY GROUP, LLC | CLEARWATER | 131167 | $3.17B | 74 | 2026-03-31 | → |
| 1349 | HILTON CAPITAL MANAGEMENT, LLC | GARDEN CITY | 116357 | $3.16B | 27 | 2026-06-30 | → |
| 1350 | AVESI PARTNERS LLC | STAMFORD | 314570 | $3.15B | 25 | 2026-03-31 | → |
| 1351 | ANTHELION CAPITAL PARTNERS LLC | NEW YORK | 328009 | $3.15B | 16 | 2026-03-31 | → |
| 1352 | CYNDEO WEALTH PARTNERS, LLC | ST. PETERSBURG | 307781 | $3.15B | 28 | 2026-06-30 | → |
| 1353 | SANTANDER SECURITIES LLC | BOSTON | 41791 | $3.14B | 449 | 2026-05-31 | → |
| 1354 | GREENBACKER CAPITAL MANAGEMENT LLC | PORTLAND | 277101 | $3.14B | 128 | 2026-03-31 | → |
| 1355 | ROMARK CREDIT ADVISORS LP | NEW YORK | 298909 | $3.13B | 76 | 2026-03-31 | → |
| 1356 | CONVERSANT CAPITAL LLC | SUMMIT | 308201 | $3.12B | 19 | 2026-03-31 | → |
| 1357 | NANTAHALA CAPITAL MANAGEMENT, LLC | NEW CANAAN | 158081 | $3.11B | 14 | 2026-03-31 | → |
| 1358 | VAN ECK ABSOLUTE RETURN ADVISERS CORPORATION | NEW YORK | 137177 | $3.11B | 271 | 2026-03-31 | → |
| 1359 | CONCENTRIC CAPITAL STRATEGIES L.P. | STAMFORD | 313057 | $3.11B | 11 | 2026-03-31 | → |
| 1360 | WINTHROP ADVISORY GROUP, LLC | BOSTON | 288178 | $3.10B | 40 | 2026-06-30 | → |
| 1361 | SVB WEALTH LLC | BOSTON | 172832 | $3.10B | 73 | 2026-03-31 | → |
| 1362 | AMPERSAND MANAGEMENT LLC | BOSTON | 161522 | $3.09B | 38 | 2026-03-31 | → |
| 1363 | PEAR TREE ADVISORS, INC. | LINCOLN | 104576 | $3.09B | 13 | 2025-09-30 | → |
| 1364 | COOPER CREEK PARTNERS MANAGEMENT LLC | NEW YORK | 157746 | $3.09B | 11 | 2026-03-31 | → |
| 1365 | ALPHASIMPLEX GROUP, LLC | BOSTON | 128356 | $3.09B | 33 | 2026-03-31 | → |
| 1366 | GREYWOLF CAPITAL MANAGEMENT LP | PURCHASE | 138715 | $3.08B | 31 | 2026-03-31 | → |
| 1367 | GLENEAGLES INVESTMENT ADVISORS, LLC | ATLANTA | 312306 | $3.08B | 4 | 2026-03-31 | → |
| 1368 | CINCTIVE CAPITAL MANAGEMENT LP | NEW YORK | 304726 | $3.07B | 66 | 2026-04-30 | → |
| 1369 | LEUCADIA ASSET MANAGEMENT LLC | NEW YORK | 121767 | $3.06B | 33 | 2026-04-30 | → |
| 1370 | Z CAPITAL GROUP, L.L.C. | NEW YORK | 159511 | $3.05B | 52 | 2026-05-31 | → |
| 1371 | GAMUT CAPITAL MANAGEMENT, L.P. | NEW YORK | 281091 | $3.05B | 22 | 2026-03-31 | → |
| 1372 | CERTIFIED ADVISORY CORP | ALTAMONTE SPRINGS | 120990 | $3.04B | 39 | 2026-03-31 | → |
| 1373 | ABRAMS BISON INVESTMENTS, L.L.C. | BETHESDA | 137183 | $3.04B | 11 | 2026-05-31 | → |
| 1374 | CORNERSTONE ADVISORS, LLC | ASHEVILLE | 300891 | $3.04B | 7 | 2026-03-31 | → |
| 1375 | SILVANT CAPITAL MANAGEMENT LLC | ATLANTA | 146025 | $3.04B | 8 | 2026-03-31 | → |
| 1376 | COMPASS GROUP MANAGEMENT LLC | WESTPORT | 168422 | $3.04B | 25 | 2026-03-31 | → |
| 1377 | PHARMAKON ADVISORS, LP | NEW YORK | 161150 | $3.04B | 15 | 2026-03-31 | → |
| 1378 | JADIAN CAPITAL, LP | STAMFORD | 291946 | $3.04B | 23 | 2026-06-30 | → |
| 1379 | OVERLAND ADVISORS, LLC | NEW YORK | 325525 | $3.03B | 267 | 2026-06-30 | → |
| 1380 | CARRICK LANE LLC | NEW YORK | 309148 | $3.03B | 6 | 2026-03-31 | → |
| 1381 | NEW REPUBLIC CAPITAL, LLC | CHARLOTTE | 310907 | $3.03B | 28 | 2026-03-31 | → |
| 1382 | LANDSCAPE CAPITAL MANAGEMENT LLC | ENGLEWOOD | 165336 | $3.03B | 10 | 2026-03-31 | → |
| 1383 | ADAMS DIVERSIFIED EQUITY FUND, INC. | BALTIMORE | 281263 | $3.03B | 20 | 2026-03-31 | → |
| 1384 | AEW CAPITAL MANAGEMENT LP | BOSTON | 108633 | $3.02B | 250 | 2026-03-31 | → |
| 1385 | GLOBALT INVESTMENTS LLC | ATLANTA | 328039 | $3.02B | 18 | 2026-04-30 | → |
| 1386 | AXS INVESTMENTS LLC | PORT CHESTER | 305714 | $3.02B | 8 | 2026-02-28 | → |
| 1387 | SEABURY CAPITAL MANAGEMENT LLC | NEW YORK | 334999 | $3.02B | 7 | 2026-03-31 | → |
| 1388 | ALUA CAPITAL MANAGEMENT LP | NEW YORK | 310536 | $3.02B | 21 | 2026-03-31 | → |
| 1389 | BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. | NEW YORK | 142922 | $3.01B | 293 | 2026-03-31 | → |
| 1390 | SHARIAPORTFOLIO, INC. | LAKE MARY | 173937 | $3.01B | 21 | 2026-04-30 | → |
| 1391 | LARCH CAPITAL PARTNERS LLC | MIAMI | 307653 | $3.00B | 17 | 2026-05-31 | → |
| 1392 | COLUMBIA CENT CLO ADVISERS, LLC | BOSTON | 310864 | $3.00B | 24 | 2026-03-31 | → |
| 1393 | DLD ASSET MANAGEMENT, LP | NEW YORK | 170377 | $2.99B | 22 | 2026-03-31 | → |
| 1394 | HERITAGE FINANCIAL SERVICES, LLC | WESTWOOD | 127268 | $2.99B | 49 | 2025-11-30 | → |
| 1395 | DELTA GLOBAL MANAGEMENT LP | NEW YORK | 327142 | $2.99B | 14 | 2026-03-31 | → |
| 1396 | ARENA INVESTORS, LP | NEW YORK | 269854 | $2.99B | 180 | 2026-05-31 | → |
| 1397 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | COLUMBIA | 159388 | $2.99B | 36 | 2026-03-31 | → |
| 1398 | MMBG INVESTMENT ADVISORS CO. | MIAMI | 285263 | $2.98B | 14 | 2026-03-31 | → |
| 1399 | SOL CAPITAL MANAGEMENT CO | ROCKVILLE | 110226 | $2.98B | 30 | 2025-07-31 | → |
| 1400 | MONTAG A & ASSOCIATES INC | ATLANTA | 105756 | $2.97B | 30 | 2026-03-31 | → |
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