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 | |
|---|---|---|---|---|---|---|---|
| 1901 | LIONTREE INVESTMENT MANAGEMENT, LLC | NEW YORK | 315628 | $1.70B | 32 | 2026-05-31 | → |
| 1902 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | NEW YORK | 317528 | $1.70B | 9 | 2026-03-31 | → |
| 1903 | PRESCOTT GENERAL PARTNERS LLC | BOCA RATON | 157907 | $1.69B | 5 | 2026-03-31 | → |
| 1904 | PARSIFAL CAPITAL MANAGEMENT, LP | GREENWICH | 299858 | $1.69B | 11 | 2026-03-31 | → |
| 1905 | CRA FINANCIAL SERVICES, L.L.C. | NORTHFIELD | 124004 | $1.69B | 14 | 2026-05-31 | → |
| 1906 | AFFINITY ASSET ADVISORS, LLC | NEW YORK | 312788 | $1.69B | 10 | 2026-03-31 | → |
| 1907 | WELLINGTON CONSULTING SERVICES INC | CHANTILLY | 105837 | $1.69B | 13 | 2026-03-31 | → |
| 1908 | ADVISORS PREFERRED LLC | ROCKVILLE | 157980 | $1.69B | 9 | 2026-03-31 | → |
| 1909 | SMITH AFFILIATED CAPITAL CORP | NEW YORK | 107675 | $1.68B | 10 | 2026-03-31 | → |
| 1910 | ARGONNE CAPITAL GROUP, LLC | ATLANTA | 291254 | $1.68B | 82 | 2026-05-31 | → |
| 1911 | EMBER INFRASTRUCTURE MANAGEMENT, LP | NEW YORK | 309483 | $1.68B | 21 | 2026-03-31 | → |
| 1912 | RENWAVE KORE, LLC | GREENWICH | 331016 | $1.68B | 14 | 2026-06-30 | → |
| 1913 | DHK FINANCIAL ADVISORS INC | PORTSMOUTH | 106126 | $1.68B | 5 | 2025-03-31 | → |
| 1914 | CPC ADVISORS, LLC | ATLANTA | 111025 | $1.68B | 29 | 2026-04-30 | → |
| 1915 | J.M. FORBES & CO. LLP | BOSTON | 107422 | $1.67B | 21 | 2026-03-31 | → |
| 1916 | DOMINUS CAPITAL MANAGEMENT, L.P. | NEW YORK | 156885 | $1.67B | 14 | 2026-03-31 | → |
| 1917 | PRIMUS CAPITAL PARTNERS, INC. | ATLANTA | 156861 | $1.67B | 19 | 2026-03-31 | → |
| 1918 | QUANTITATIVE INVESTMENT MANAGEMENT, LLC | CHARLOTTESVILLE | 156869 | $1.67B | 39 | 2026-03-31 | → |
| 1919 | CANNON FINANCIAL STRATEGISTS, INC. | ATHENS | 133509 | $1.67B | 33 | 2026-03-31 | → |
| 1920 | ORANGE INVESTMENT ADVISORS, INC. | GOSHEN | 107387 | $1.67B | 18 | 2026-03-31 | → |
| 1921 | ARMSTRONG ADVISORY GROUP INC. | NEEDHAM | 318662 | $1.67B | 22 | 2026-03-31 | → |
| 1922 | ATERIAN INVESTMENT MANAGEMENT, LP | NEW YORK | 169302 | $1.67B | 22 | 2026-03-31 | → |
| 1923 | ISLAND INVESTMENT MANAGEMENT LLC | NEW YORK | 308097 | $1.67B | 80 | 2026-06-30 | → |
| 1924 | FORA CAPITAL, LLC | MIAMI | 295393 | $1.67B | 8 | 2026-03-31 | → |
| 1925 | 50T HOLDINGS, LLC | NEW YORK | 326720 | $1.66B | 17 | 2026-04-30 | → |
| 1926 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | FAIRFIELD | 128199 | $1.66B | 14 | 2026-03-31 | → |
| 1927 | LEVIN CAPITAL STRATEGIES, L.P. | NEW YORK | 137147 | $1.66B | 14 | 2026-03-31 | → |
| 1928 | HERMES GPE (USA) INC | NEW YORK | 166839 | $1.66B | 4 | 2026-03-31 | → |
| 1929 | COMPASS GROUP LLC | NEW YORK | 108772 | $1.65B | 19 | 2026-03-31 | → |
| 1930 | RICHBROOK ADVISORS, LP | NEW YORK | 316848 | $1.65B | 8 | 2026-03-31 | → |
| 1931 | THE HOERNER PLANNING GROUP, LLC | MIDDLEBURG | 139464 | $1.65B | 8 | 2026-03-31 | → |
| 1932 | DOCK STREET CAPITAL MANAGEMENT LLC | WESTPORT | 157155 | $1.65B | 4 | 2026-01-31 | → |
| 1933 | BAIN CAPITAL PARTNERSHIP STRATEGIES, LP | BOSTON | 297457 | $1.65B | 17 | 2026-03-31 | → |
| 1934 | BLUE SEA CAPITAL LLC | WEST PALM BEACH | 169023 | $1.65B | 24 | 2026-03-31 | → |
| 1935 | PERSONAL CFO SOLUTIONS LLC | CHESTER | 158248 | $1.65B | 18 | 2026-03-31 | → |
| 1936 | MWP ADVISORY, LLC | NEW YORK | 309573 | $1.65B | 39 | 2026-03-31 | → |
| 1937 | SCARBOROUGH ADVISORS, LLC | ANNAPOLIS | 169517 | $1.64B | 23 | 2026-03-31 | → |
| 1938 | ARS WEALTH ADVISORS GROUP, LLC | ST. PETERSBURG | 314882 | $1.64B | 24 | 2026-03-31 | → |
| 1939 | WILLOW ASSET MANAGEMENT LLC | NEW YORK | 282487 | $1.64B | 105 | 2026-06-30 | → |
| 1940 | ARDSLEY ADVISORY PARTNERS LP | NORWALK | 301116 | $1.64B | 11 | 2026-05-31 | → |
| 1941 | PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | BOSTON | 105060 | $1.64B | 14 | 2026-05-31 | → |
| 1942 | FORGELIGHT LLC | MIAMI | 307944 | $1.63B | 5 | 2026-03-31 | → |
| 1943 | ZWEIG-DIMENNA ASSOCIATES LLC | NEW YORK | 161385 | $1.63B | 31 | 2026-04-30 | → |
| 1944 | VECTORGLOBAL IAG, INC. | MIAMI | 147129 | $1.63B | 27 | 2026-06-30 | → |
| 1945 | SHELLBACK CAPITAL, LP | BOSTON | 169642 | $1.63B | 10 | 2026-03-31 | → |
| 1946 | KARPREILLY, LLC | GREENWICH | 161169 | $1.63B | 18 | 2026-05-31 | → |
| 1947 | TRIVIUM POINT ADVISORY, LLC | WILTON | 292182 | $1.63B | 38 | 2026-03-31 | → |
| 1948 | THIRD AVENUE MANAGEMENT LLC | NEW YORK | 107545 | $1.63B | 19 | 2026-03-31 | → |
| 1949 | INTREPID CAPITAL MANAGEMENT INC | JACKSONVILLE BEACH | 108516 | $1.62B | 16 | 2026-05-31 | → |
| 1950 | EURAZEO NORTH AMERICA, INC. | NEW YORK | 300444 | $1.61B | 12 | 2026-03-31 | → |
| 1951 | COLUMBUS HILL CAPITAL MANAGEMENT, L.P. | SHORT HILLS | 158336 | $1.61B | 18 | 2026-03-31 | → |
| 1952 | HAYFIN CAPITAL MANAGEMENT LLC | NEW YORK | 157131 | $1.61B | 33 | 2026-03-31 | → |
| 1953 | SIERRA CAPITAL LLC | MIAMI | 110129 | $1.61B | 8 | 2026-06-30 | → |
| 1954 | TEEWINOT CAPITAL ADVISERS, L.L.C. | NORWALK | 138757 | $1.61B | 9 | 2026-06-30 | → |
| 1955 | SONE CAPITAL MANAGEMENT, LLC | NEW YORK | 331656 | $1.61B | 11 | 2026-03-31 | → |
| 1956 | ATLANTIC STREET CAPITAL MANAGEMENT, LLC | GREENWICH | 161107 | $1.61B | 18 | 2026-03-31 | → |
| 1957 | LESTE CAPITAL PARTNERS (FLORIDA), LLC | MIAMI | 285179 | $1.61B | 19 | 2026-06-30 | → |
| 1958 | NBT CAPITAL MANAGEMENT, INC. | NORWICH | 104932 | $1.61B | 15 | 2026-06-30 | → |
| 1959 | ACTIVANT CAPITAL GROUP LLC | DARIEN | 173856 | $1.61B | 18 | 2026-03-31 | → |
| 1960 | FC CAPITAL MANAGEMENT LLC | CHARLOTTE | 161220 | $1.61B | 19 | 2026-03-31 | → |
| 1961 | ROTUNDA CAPITAL PARTNERS, LLC | BETHESDA | 290282 | $1.61B | 31 | 2026-03-31 | → |
| 1962 | BOUCHEY FINANCIAL GROUP LTD | TROY | 111824 | $1.61B | 21 | 2026-03-31 | → |
| 1963 | SILVERARC CAPITAL MANAGEMENT, LLC | BOSTON | 304220 | $1.61B | 9 | 2026-03-31 | → |
| 1964 | LINDEN GLOBAL STRATEGIES LLC | NEW YORK | 159667 | $1.60B | 8 | 2026-03-31 | → |
| 1965 | TRIBRIDGE PARTNERS FINANCIAL LLC | COLUMBIA | 326489 | $1.60B | 23 | 2026-06-30 | → |
| 1966 | BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC | NEW YORK | 334213 | $1.60B | 250 | 2026-03-31 | → |
| 1967 | ALPHA SQUARE GROUP S, LLC | NEW YORK | 308022 | $1.60B | 21 | 2026-03-31 | → |
| 1968 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | ALEXANDRIA | 165689 | $1.60B | 39 | 2026-04-30 | → |
| 1969 | MEANS INVESTMENT CO., INC. | BANGOR | 2748 | $1.59B | 24 | 2026-03-31 | → |
| 1970 | CONSOLIDATED PORTFOLIO REVIEW CORP | WOODBURY | 112694 | $1.59B | 56 | 2026-06-30 | → |
| 1971 | ROLLINS FINANCIAL ADVISORS, LLC | ATLANTA | 312921 | $1.59B | 14 | 2026-04-30 | → |
| 1972 | DUNE REAL ESTATE PARTNERS LP | NEW YORK | 157455 | $1.59B | 26 | 2026-03-31 | → |
| 1973 | CICCARELLI ADVISORY SERVICES INC | NAPLES | 110904 | $1.59B | 16 | 2025-11-30 | → |
| 1974 | MARSHALL + STERLING WEALTH ADVISORS, INC. | POUGHKEEPSIE | 164345 | $1.59B | 15 | 2026-05-31 | → |
| 1975 | PAINSWICK CAPITAL MANAGEMENT LP | NEW YORK | 333644 | $1.59B | 6 | 2026-03-31 | → |
| 1976 | LAKE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 166526 | $1.58B | 8 | 2026-03-31 | → |
| 1977 | LOCUST POINT CAPITAL, INC. | MIAMI | 286689 | $1.58B | 43 | 2026-03-31 | → |
| 1978 | CREDICORP CAPITAL ADVISORS LLC | MIAMI | 290081 | $1.58B | 26 | 2026-04-30 | → |
| 1979 | METAURUS ADVISORS LLC | HOBOKEN | 314425 | $1.58B | 8 | 2026-03-31 | → |
| 1980 | REX ADVISERS, LLC | FAIRFIELD | 327283 | $1.58B | 12 | 2026-03-31 | → |
| 1981 | CALTON & ASSOCIATES, INC. | TAMPA | 20999 | $1.58B | 373 | 2026-05-31 | → |
| 1982 | ALINDA CAPITAL PARTNERS LTD | GREENWICH | 156918 | $1.58B | 24 | 2026-03-31 | → |
| 1983 | ATL ADVISOR LP | NEW YORK | 173866 | $1.57B | 13 | 2026-03-31 | → |
| 1984 | CHARTER OAK CAPITAL MANAGEMENT, LLC | PORTSMOUTH | 120870 | $1.57B | 27 | 2026-04-30 | → |
| 1985 | MJP ASSOCIATES, INC. | FARMINGTON | 127654 | $1.56B | 21 | 2026-06-30 | → |
| 1986 | GODSEY & GIBB INC | RICHMOND | 105650 | $1.56B | 23 | 2026-05-31 | → |
| 1987 | ROYAL FUND MANAGEMENT, LLC | LADY LAKE | 144434 | $1.56B | 93 | 2026-05-31 | → |
| 1988 | TRIARTISAN CAPITAL ADVISORS LLC | WEST PALM BEACH | 324138 | $1.56B | 7 | 2026-03-31 | → |
| 1989 | CCM INVESTMENT ADVISERS, LLC | COLUMBIA | 105743 | $1.55B | 11 | 2026-03-31 | → |
| 1990 | TRITONPOINT WEALTH, LLC | CHEVY CHASE | 328398 | $1.55B | 15 | 2026-03-31 | → |
| 1991 | HEARTWOOD WEALTH ADVISORS, LLC | RICHMOND | 300273 | $1.55B | 13 | 2026-04-30 | → |
| 1992 | GAM USA INC. | NEW YORK | 110458 | $1.55B | 14 | 2026-03-31 | → |
| 1993 | HARK CAPITAL ADVISORS LLC | NEW YORK | 339318 | $1.55B | 12 | 2026-03-31 | → |
| 1994 | WOODSON CAPITAL MANAGEMENT, LP | GREENWICH | 161644 | $1.55B | 10 | 2026-03-31 | → |
| 1995 | FIDUCIARY WEALTH PARTNERS, LLC | NEWTON LOWER FALLS | 160696 | $1.54B | 10 | 2026-03-31 | → |
| 1996 | ZENYTH ADVISORS LLC | NEW YORK | 289192 | $1.54B | 24 | 2026-04-30 | → |
| 1997 | ACTIV8 FAMILY OFFICE LLC | MCLEAN | 337753 | $1.54B | 21 | 2026-03-31 | → |
| 1998 | GCP CAPITAL PARTNERS LLC | NEW YORK | 154457 | $1.54B | 12 | 2026-03-31 | → |
| 1999 | FINANCIAL SYMMETRY INCORPORATED | RALEIGH | 118443 | $1.54B | 35 | 2026-05-31 | → |
| 2000 | PR MORTGAGE INVESTMENT MANAGEMENT, LLC | MOUNT LAUREL | 313210 | $1.54B | 9 | 2026-03-31 | → |
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