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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
← PreviousPage 16 of 68 · 6,740 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1501STEEPROCK CAPITAL II LLCGREENWICH172775$2.63B122026-06-30→
1502THE PORTFOLIO STRATEGY GROUP, LLCWHITE PLAINS166593$2.62B152026-03-31→
1503AVANCE INVESTMENT MANAGEMENT, LLCNEW YORK310749$2.62B252026-03-31→
1504INGHAM RUSSELL INVESTMENT ADVISORS INCMIAMI106299$2.62B102026-03-31→
1505QUINN OPPORTUNITY PARTNERS LLCCHARLOTTESVILLE167470$2.61B22026-04-30→
1506DIVISADERO STREET CAPITAL MANAGEMENT, LPMIAMI317392$2.61B112026-03-31→
1507LCG ASSOCIATES, INC.ATLANTA105971$2.61B582026-03-31→
1508BEDFORD RIDGE CAPITAL LPNEW YORK310102$2.61B52026-03-31→
1509MOTLEY FOOL ASSET MANAGEMENT, LLCALEXANDRIA149688$2.60B142025-12-31→
1510RGM CAPITAL, LLCNAPLES136634$2.60B72026-03-31→
1511ZMC ADVISORS, L.P.NEW YORK161274$2.58B202026-03-31→
1512INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCORLANDO144426$2.57B1242026-01-31→
1513BRIDGEWATER ADVISORS INC.NEW YORK109826$2.57B242026-03-31→
1514VESTAR CAPITAL PARTNERS, LLCNEW YORK155953$2.57B292026-04-30→
1515BREVET CAPITAL MANAGEMENT, LLCNEW YORK151672$2.57B372026-06-30→
1516DUNES POINT CAPITAL, L.P.RYE172538$2.56B372026-03-31→
1517BASSO CAPITAL MANAGEMENT, L.P.STAMFORD132311$2.56B122026-05-31→
1518GLASSMAN WEALTH SERVICES, LLCVIENNA151478$2.56B212026-04-30→
1519MAS ADVISORS LLCCORAL GABLES165906$2.56B132026-03-31→
1520AVENTAIL CAPITAL GROUP, LPNEW YORK306333$2.55B232026-03-31→
1521UNIFI ASSET MANAGEMENT LPNEW YORK330942$2.54B162026-06-30→
1522PHASE 3 CAPITAL MANAGEMENT LLCBOCA RATON294408$2.54B92026-03-31→
1523STRATEGIC BLUEPRINT, LLCATLANTA284840$2.54B562026-05-31→
1524DISCERENE GROUP LPSTAMFORD154396$2.53B112026-03-31→
1525FIDUCIARY ALLIANCE LLCGREENVILLE284924$2.53B762026-06-30→
1526ICON INFRASTRUCTURE NORTH AMERICA INC.NEW YORK306800$2.52B172026-06-30→
1527TWINBEECH CAPITAL LPPURCHASE298583$2.52B72026-03-31→
1528AMULET CAPITAL PARTNERS, L.P.GREENWICH172012$2.52B262026-03-31→
1529ARCUS CAPITAL PARTNERS, LLCATLANTA147346$2.51B152026-03-31→
1530ATHYRIUM CAPITAL MANAGEMENT LPNEW YORK161528$2.51B202026-03-31→
1531NEW AGE ALPHA ADVISORS, LLCRYE299011$2.51B422026-02-28→
1532WILLOWRIDGE PARTNERS, INC.NEW YORK157116$2.51B182026-03-31→
1533THE ELECTRUM GROUP LLCNEW YORK161407$2.50B142026-03-31→
1534AZORA CAPITAL LPMIAMI287621$2.50B162026-03-31→
1535PATIENT CAPITAL MANAGEMENT, LLCBALTIMORE307336$2.50B102026-03-31→
1536METALMARK MANAGEMENT II LLCNEW YORK132008$2.50B182026-03-31→
1537ALPHASTAR CAPITAL MANAGEMENT, LLCCORNELIUS157423$2.50B1502026-05-31→
1538FAIRVIEW CAPITAL PARTNERS, LLCWEST HARTFORD161258$2.49B262026-03-31→
1539CORNERSTONE WEALTH GROUP, LLCHUNTERSVILLE289971$2.49B502026-03-31→
1540CONCURRENT ASSET MANAGEMENT, LLCTAMPA330657$2.49B32026-06-30→
1541TZP MANAGEMENT ASSOCIATES, LLCNEW YORK160907$2.49B372026-03-31→
1542LVW ADVISORS, LLCPITTSFORD159403$2.47B192026-03-31→
1543GROVE POINT ADVISORS, LLCROCKVILLE313171$2.47B3892025-07-31→
1544OWL CREEK ASSET MANAGEMENT, L.P.NEW YORK139371$2.47B302026-04-30→
1545KEPOS CAPITAL LPNEW YORK156361$2.47B402026-05-31→
1546C-III INVESTMENT MANAGEMENT LLCNEW YORK156553$2.47B802026-03-31→
1547SVERICA CAPITAL MANAGEMENT LPBOSTON156956$2.46B242026-03-31→
1548SHUFRO, ROSE & CO., LLCNEW YORK3403$2.46B272026-04-30→
1549FIDUCIARY FIRST, LLCMAITLAND150330$2.46B72026-03-31→
1550S & CO., INC.BOSTON110026$2.46B152026-03-31→
1551UNIGESTION (US) LTDNEW YORK305038$2.45B92026-06-30→
1552ANALOG CENTURY MANAGEMENT LPNEW YORK298760$2.45B102026-03-31→
1553RELYEA ZUCKERBERG HANSON, LLCSTAMFORD125696$2.45B112026-02-28→
1554CAS INVESTMENT PARTNERS, LLCWESTPORT170071$2.45B32026-03-31→
1555JAFFE TILCHIN INVESTMENT PARTNERS, LLCTAMPA143608$2.45B392026-05-31→
1556RETIREMENT RESOURCES INVESTMENT CORPORATIONANDOVER47723$2.44B72026-04-30→
1557BLUEARC CAPITAL MANAGEMENT, LLCATLANTA167233$2.44B112025-12-31→
1558MEDALIST PARTNERS LPNEW YORK292747$2.44B212026-05-31→
1559DOMINI IMPACT INVESTMENTS LLCNEW YORK109505$2.44B232026-02-28→
1560BALANCE POINT CAPITAL ADVISORS, LLCWESTPORT264789$2.44B232026-04-30→
1561INFRARED CAPITAL PARTNERS (US) LLCNEW YORK310401$2.44B282026-03-31→
1562CRAYHILL CAPITAL MANAGEMENT LPNEW YORK281154$2.44B282026-03-31→
1563683 CAPITAL MANAGEMENT, LLCNEW YORK156181$2.44B102026-03-31→
1564HOWE AND RUSLING, INC.ROCHESTER104627$2.44B262026-05-31→
15653650 REIT INVESTMENT MANAGEMENT LLCMIAMI286013$2.43B162026-03-31→
1566BLEICHROEDER LPNEW YORK304295$2.43B72026-03-31→
1567NICHOLS & PRATT ADVISERS LLPBOSTON107113$2.43B202026-03-31→
1568COMVEST ADVISORS LLCWEST PALM BEACH160753$2.43B1502026-03-31→
1569ROCK SPRINGS CAPITAL MANAGEMENT LPBALTIMORE168648$2.43B172026-03-31→
1570DARK FOREST CAPITAL MANAGEMENT LPNEW YORK312519$2.42B142026-03-31→
1571CORECOMMODITY MANAGEMENT, LLCSTAMFORD135810$2.41B302026-03-31→
1572STERLING INVESTMENT MANAGEMENT, LLCWEST PALM BEACH174707$2.41B522026-03-31→
1573MOODY, LYNN, LIEBERSON & WALKER, LLCBOSTON283549$2.41B142026-03-31→
1574OXFORD FINANCE ADVISORS, LLCALEXANDRIA304433$2.41B842026-03-31→
1575FOREST AVENUE CAPITAL MANAGEMENT LPMIAMI321948$2.41B112026-03-31→
1576SANDHILL CAPITAL PARTNERS LLCBUFFALO129800$2.40B222026-03-31→
1577IRENIC CAPITAL MANAGEMENT LPNEW YORK319645$2.40B122026-04-30→
1578FULTON BREAKEFIELD BROENNIMAN,LLCBETHESDA108967$2.39B212026-03-31→
1579CAPITAL INVESTMENT ADVISORY SERVICES, LLCRALEIGH149124$2.39B912026-03-31→
1580WASHINGTON TRUST ADVISORS, INC.WELLESLEY110407$2.39B212026-05-31→
1581PRELUDE CAPITAL MANAGEMENT, LLCNEW YORK158105$2.39B322026-03-31→
1582RATSON ADVISORY LLCNEW YORK330091$2.39B22026-02-28→
1583ONE RIVER ASSET MANAGEMENT, LLCSTAMFORD167835$2.39B222026-03-31→
1584PARSONS CAPITAL MANAGEMENT INCPROVIDENCE106295$2.38B222026-04-30→
1585CASTLE ROCK ADVISORS LLCBOSTON331429$2.38B332026-04-30→
1586PARADIGM CAPITAL MANAGEMENT, INC.ALBANY107982$2.38B122026-03-31→
1587YELLOW WOOD PARTNERS LLCBOSTON161062$2.38B222026-03-31→
1588ANCHOR CAPITAL ADVISORS LLCBOSTON105540$2.37B422026-03-31→
1589COMMODORE CAPITAL LPNEW YORK304370$2.37B122026-03-31→
1590GRANAHAN INVESTMENT MANAGEMENT LLCWALTHAM107745$2.36B202026-03-31→
1591CARTENNA CAPITAL LPSTAMFORD307688$2.36B92026-06-30→
1592NEW 2ND CAPITAL ADVISORS, L.P.NEW YORK292254$2.36B202026-03-31→
1593APOLLO CAPITAL CREDIT ADVISER, LLCNEW YORK286485$2.35B3,5642026-03-31→
1594AFBI LPMIAMI BEACH331428$2.34B222026-03-31→
1595PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLCRED BANK158332$2.34B132026-03-31→
1596UBS REALTY INVESTORS LLCHARTFORD107758$2.34B942026-03-31→
1597EVERSIDE CAPITAL PARTNERS, LLCNEW YORK289799$2.34B212026-03-31→
1598BALDWIN WEALTH PARTNERS, LLCMARION105343$2.33B342026-06-30→
1599ISAM FUNDS (USA) LLCBOCA RATON307934$2.33B582026-01-31→
1600CVC CREDIT PARTNERS U.S. CLO MANAGEMENT LLCNEW YORK284980$2.33B62026-03-31→

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Sleeve6,740 firms · 2026-06-30