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 | |
|---|---|---|---|---|---|---|---|
| 1401 | IMPACT PARTNERSHIP WEALTH, LLC | MARIETTA | 313928 | $2.96B | 100 | 2026-03-31 | → |
| 1402 | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP | BOSTON | 105461 | $2.96B | 5 | 2026-03-31 | → |
| 1403 | ACORN ADVISORY CAPITAL, L.P. | NEW YORK | 133040 | $2.96B | 22 | 2026-03-31 | → |
| 1404 | HUDSON EDGE INVESTMENT PARTNERS, INC. | JERSEY CITY | 104870 | $2.95B | 16 | 2026-04-30 | → |
| 1405 | BIRCH HILL INVESTMENT ADVISORS LLC | BOSTON | 143750 | $2.95B | 19 | 2026-02-28 | → |
| 1406 | MANE GLOBAL CAPITAL MANAGEMENT LP | NEW YORK | 311912 | $2.94B | 20 | 2026-03-31 | → |
| 1407 | COBBLESTONE CAPITAL ADVISORS, LLC | ROCHESTER | 108023 | $2.93B | 43 | 2025-12-31 | → |
| 1408 | GREENHOUSE FUNDS LLLP | BALTIMORE | 169840 | $2.93B | 9 | 2026-05-31 | → |
| 1409 | MARBLEGATE ASSET MANAGEMENT, LLC | GREENWICH | 157850 | $2.92B | 28 | 2026-03-31 | → |
| 1410 | TRANSCEND CAPITAL ADVISORS, LLC | MADISON | 299723 | $2.91B | 39 | 2026-03-31 | → |
| 1411 | FNY INVESTMENT ADVISERS, LLC | NEW YORK | 295433 | $2.91B | 132 | 2026-03-31 | → |
| 1412 | RADCLIFF MANAGEMENT LLC | NEW YORK | 287589 | $2.91B | 10 | 2026-03-31 | → |
| 1413 | GLOBAL STRATEGIC RISK MANAGEMENT, LLC | PROVIDENCE | 327157 | $2.91B | 12 | 2026-03-31 | → |
| 1414 | CENTERBOOK PARTNERS LP | GREENWICH | 312387 | $2.91B | 21 | 2026-04-30 | → |
| 1415 | ASSET MANAGEMENT ONE USA INC. | NEW YORK | 108982 | $2.90B | 32 | 2026-05-31 | → |
| 1416 | LYNROCK LAKE LP | RYE BROOK | 292931 | $2.89B | 7 | 2026-03-31 | → |
| 1417 | SMITH, SALLEY & ASSOCIATES, LLC | GREENSBORO | 129614 | $2.89B | 18 | 2026-05-31 | → |
| 1418 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | LAKELAND | 104914 | $2.89B | 60 | 2026-03-31 | → |
| 1419 | DFW CAPITAL MANAGEMENT, LLC | NEW YORK | 157337 | $2.89B | 25 | 2026-03-31 | → |
| 1420 | RMR WEALTH BUILDERS, INC. | MONTCLAIR | 169005 | $2.89B | 64 | 2026-04-30 | → |
| 1421 | WESTCHESTER CAPITAL MANAGEMENT, LLC | VALHALLA | 155686 | $2.88B | 10 | 2026-03-31 | → |
| 1422 | MAN INVESTMENT PARTNERS (US) LP | NEW YORK | 282371 | $2.88B | 51 | 2026-05-31 | → |
| 1423 | CAPITAL COUNSEL LLC | NEW YORK | 109001 | $2.87B | 13 | 2026-03-31 | → |
| 1424 | CASDIN CAPITAL, LLC | NEW YORK | 169579 | $2.87B | 29 | 2026-03-31 | → |
| 1425 | LEEWARD INVESTMENTS, LLC | BOSTON | 312557 | $2.87B | 14 | 2026-03-31 | → |
| 1426 | NX1 CAPITAL LP | NEW YORK | 339026 | $2.86B | 29 | 2026-03-31 | → |
| 1427 | TIMOTHY PARTNERS, LTD. | MAITLAND | 41835 | $2.86B | 24 | 2026-02-28 | → |
| 1428 | STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. | BOSTON | 114922 | $2.84B | 0 | 2026-03-31 | → |
| 1429 | WEST FINANCIAL SERVICES, INC. | MCLEAN | 137497 | $2.84B | 39 | 2026-06-30 | → |
| 1430 | RAITH CAPITAL PARTNERS, LLC | NEW YORK | 166815 | $2.83B | 29 | 2026-04-30 | → |
| 1431 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | ST. AUGUSTINE | 165895 | $2.83B | 5 | 2026-04-30 | → |
| 1432 | SABA LT, LP | NEW YORK | 334114 | $2.83B | 12 | 2026-05-31 | → |
| 1433 | ARDMORE ROAD ASSET MANAGEMENT LP | WESTPORT | 311471 | $2.83B | 17 | 2026-03-31 | → |
| 1434 | EASTERLY INVESTMENT PARTNERS LLC | BEVERLY | 299607 | $2.83B | 27 | 2026-04-30 | → |
| 1435 | PAMPLONA CAPITAL MANAGEMENT LLC | NEW YORK | 160860 | $2.83B | 9 | 2026-03-31 | → |
| 1436 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 138032 | $2.83B | 16 | 2026-03-31 | → |
| 1437 | MARINER INSTITUTIONAL, LLC | WINTER PARK | 111964 | $2.82B | 148 | 2026-06-30 | → |
| 1438 | TWO SEAS CAPITAL LP | RYE | 310191 | $2.82B | 16 | 2026-03-31 | → |
| 1439 | KAWA CAPITAL MANAGEMENT, INC. | HALLANDALE BEACH | 157780 | $2.82B | 53 | 2026-06-30 | → |
| 1440 | CORDOBA ADVISORY PARTNERS LLC | NEW YORK | 310199 | $2.81B | 11 | 2026-03-31 | → |
| 1441 | L 1 GLOBAL WEALTH LLC | COCONUT GROVE | 337213 | $2.81B | 4 | 2026-03-31 | → |
| 1442 | MVP MANAGER LLC | NEW YORK | 282143 | $2.81B | 1 | 2026-04-30 | → |
| 1443 | STRATEGIC FINANCIAL SERVICES, INC. | UTICA | 109677 | $2.81B | 39 | 2026-03-31 | → |
| 1444 | WILLOW TREE CREDIT PARTNERS LP | NEW YORK | 287810 | $2.80B | 21 | 2026-03-31 | → |
| 1445 | AVENIR MANAGEMENT COMPANY, LLC | NEW YORK | 288045 | $2.79B | 20 | 2026-04-30 | → |
| 1446 | DIVERSIFIED ENTERPRISES, LLC | WILMINGTON | 331709 | $2.79B | 53 | 2026-06-30 | → |
| 1447 | INVESTCORP INVESTMENT SOLUTIONS LLC | NEW YORK | 314925 | $2.79B | 6 | 2025-09-30 | → |
| 1448 | BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. | NEW YORK | 135952 | $2.79B | 547 | 2026-03-31 | → |
| 1449 | STONE HILL FIDUCIARY MANAGEMENT, LLC | GREAT NECK | 164981 | $2.79B | 3 | 2026-03-31 | → |
| 1450 | JB CAPITAL LLC | WETHERSFIELD | 171168 | $2.78B | 64 | 2026-02-28 | → |
| 1451 | LRI INVESTMENTS, LLC | PALM BEACH GARDENS | 323556 | $2.78B | 35 | 2026-02-28 | → |
| 1452 | MLC ASSET MANAGEMENT US LLC | NEW YORK | 314738 | $2.77B | 4 | 2026-05-31 | → |
| 1453 | ARDIAN US LLC | NEW YORK | 121326 | $2.77B | 128 | 2026-03-31 | → |
| 1454 | PRETIUM CREDIT MANAGEMENT, LLC | NEW YORK | 154057 | $2.77B | 110 | 2026-05-31 | → |
| 1455 | GHK CAPITAL PARTNERS LP | GREENWICH | 306914 | $2.76B | 16 | 2026-03-31 | → |
| 1456 | CONSONANCE CAPITAL PARTNERS, LP | NEW YORK | 167165 | $2.76B | 20 | 2026-03-31 | → |
| 1457 | HOLDCO ASSET MANAGEMENT, LP | FORT LAUDERDALE | 167054 | $2.76B | 7 | 2026-03-31 | → |
| 1458 | RAINE CAPITAL LLC | NEW YORK | 157939 | $2.75B | 183 | 2026-05-31 | → |
| 1459 | FALCONS I, LLC | ATLANTA | 294460 | $2.75B | 5 | 2026-03-31 | → |
| 1460 | PECONIC PARTNERS LLC | NEW YORK | 108857 | $2.75B | 12 | 2026-03-31 | → |
| 1461 | GUARDIAN WEALTH ADVISORS, LLC | RALEIGH | 305412 | $2.74B | 50 | 2026-03-31 | → |
| 1462 | ABNER HERRMAN & BROCK, LLC | JERSEY CITY | 8517 | $2.74B | 13 | 2026-06-30 | → |
| 1463 | BISON WEALTH, LLC | ATLANTA | 299805 | $2.74B | 78 | 2026-06-30 | → |
| 1464 | CFS INVESTMENT ADVISORY SERVICES LLC | TOTOWA | 106577 | $2.73B | 13 | 2026-03-31 | → |
| 1465 | SSB WEALTH MANAGEMENT, INC. | VIENNA | 306510 | $2.73B | 20 | 2026-06-30 | → |
| 1466 | 1789 CAPITAL MANAGEMENT, LLC | PALM BEACH | 335007 | $2.73B | 13 | 2026-03-31 | → |
| 1467 | SOUND POINT COMMERCIAL REAL ESTATE FINANCE LLC | NEW YORK | 311808 | $2.72B | 25 | 2026-04-30 | → |
| 1468 | EIR PARTNERS CAPITAL, LP | MIAMI | 319010 | $2.72B | 16 | 2026-03-31 | → |
| 1469 | INNOCAP INVESTMENT ADVISERS, LLC. | NEW YORK | 324591 | $2.71B | 8 | 2026-04-30 | → |
| 1470 | MANGROVE PARTNERS IM, LLC | GREENWICH | 162296 | $2.71B | 19 | 2026-03-31 | → |
| 1471 | ARS INVESTMENT PARTNERS, LLC | NEW YORK | 5845 | $2.71B | 18 | 2026-04-30 | → |
| 1472 | 1988 ASSET MANAGEMENT, LLC | NEW YORK | 319422 | $2.70B | 67 | 2026-06-30 | → |
| 1473 | SAGEWOOD ASSET MANAGEMENT LP | NEW YORK | 281548 | $2.70B | 7 | 2026-03-31 | → |
| 1474 | HOOK MILL CAPITAL PARTNERS, LP | NEW YORK | 316354 | $2.70B | 4 | 2026-03-31 | → |
| 1475 | 3I CORPORATION | NEW YORK | 159892 | $2.70B | 27 | 2026-06-30 | → |
| 1476 | ADVANCED PORTFOLIO MANAGEMENT, LLC | NEW YORK | 138769 | $2.70B | 18 | 2026-03-31 | → |
| 1477 | RXR ASSET MANAGEMENT LLC | UNIONDALE | 158268 | $2.69B | 65 | 2026-03-31 | → |
| 1478 | GENNX360 MANAGEMENT COMPANY, LLC | NEW YORK | 160331 | $2.69B | 21 | 2026-03-31 | → |
| 1479 | STADION MONEY MANAGEMENT, LLC | WATKINSVILLE | 112608 | $2.69B | 39 | 2026-03-31 | → |
| 1480 | PRECISION CAPITAL ADVISORS, LLC | GREENWICH | 157784 | $2.69B | 9 | 2026-05-31 | → |
| 1481 | CAPITAL DYNAMICS, INC. | NEW YORK | 130320 | $2.69B | 30 | 2026-03-31 | → |
| 1482 | VALLEY WEALTH MANAGERS, INC. | PARAMUS | 108879 | $2.69B | 54 | 2026-03-31 | → |
| 1483 | W CAPITAL MANAGEMENT, LLC | NEW YORK | 159408 | $2.68B | 20 | 2026-04-30 | → |
| 1484 | MAIN STREET RESEARCH LLC | LAKEVILLE | 114629 | $2.68B | 24 | 2026-04-30 | → |
| 1485 | CADIAN CAPITAL MANAGEMENT, LP | NEW YORK | 157813 | $2.68B | 20 | 2026-03-31 | → |
| 1486 | MARCUS PARTNERS, LLC | BOSTON | 161326 | $2.68B | 50 | 2026-03-31 | → |
| 1487 | INTANDEM CAPITAL PARTNERS, LP | NEW YORK | 288774 | $2.68B | 35 | 2026-06-30 | → |
| 1488 | HERON VIEW PARTNERS LLC | NEW YORK | 105926 | $2.67B | 17 | 2026-03-31 | → |
| 1489 | PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY | MARLTON | 173995 | $2.67B | 37 | 2026-03-31 | → |
| 1490 | WINDROSE ADVISORS LLC | WALTHAM | 152145 | $2.67B | 23 | 2026-03-31 | → |
| 1491 | ROCK HARBOR PARTNERS LLC | LARCHMONT | 322545 | $2.67B | 4 | 2026-03-31 | → |
| 1492 | TOMS CAPITAL INVESTMENT MANAGEMENT LP | NEW YORK | 291362 | $2.66B | 21 | 2026-06-30 | → |
| 1493 | LEXINGTON ADVISORS LLC | NEW YORK | 107364 | $2.66B | 171 | 2025-12-31 | → |
| 1494 | CORNERSTONE INVESTMENT PARTNERS, LLC | ATLANTA | 111753 | $2.65B | 15 | 2026-03-31 | → |
| 1495 | EVERSEPT PARTNERS, L.P. | NEW YORK | 282358 | $2.65B | 10 | 2026-03-31 | → |
| 1496 | 26NORTH DIRECT LENDING LP | NEW YORK | 323152 | $2.65B | 142 | 2026-03-31 | → |
| 1497 | FOSTER VICTOR WEALTH ADVISORS, LLC | GREENVILLE | 283656 | $2.64B | 42 | 2026-03-31 | → |
| 1498 | THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | WALPOLE | 172470 | $2.64B | 59 | 2026-06-30 | → |
| 1499 | CAPITAL FOUR US INC. | NEW YORK | 315650 | $2.64B | 8 | 2026-03-31 | → |
| 1500 | FIRST CITIZENS INVESTOR SERVICES, INC. | RALEIGH | 44430 | $2.63B | 352 | 2026-05-31 | → |
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