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 | |
|---|---|---|---|---|---|---|---|
| 2401 | MCGUIRE INVESTMENT GROUP, LLC | WAKEFIELD | 296271 | $1.06B | 5 | 2026-03-31 | → |
| 2402 | FIR TREE CAPITAL MANAGEMENT LP | NEW YORK | 156651 | $1.06B | 19 | 2025-05-31 | → |
| 2403 | BEEKMAN INVESTMENT ADVISORS, LLC | NEW YORK | 163519 | $1.06B | 12 | 2026-05-31 | → |
| 2404 | GIA PARTNERS, LLC. | NEW YORK | 151207 | $1.06B | 10 | 2026-03-31 | → |
| 2405 | TWIN OAK ETF COMPANY | WELLESLEY | 330365 | $1.06B | 6 | 2026-05-31 | → |
| 2406 | HEMINGTON WEALTH MANAGEMENT, LLC | FALLS CHURCH | 169024 | $1.06B | 16 | 2025-05-31 | → |
| 2407 | SEER CAPITAL MANAGEMENT LP | NEW YORK | 152164 | $1.06B | 23 | 2026-03-31 | → |
| 2408 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | PITTSFORD | 151590 | $1.06B | 9 | 2026-03-31 | → |
| 2409 | GRIFFIN ASSET MANAGEMENT, LLC | NEW YORK | 104548 | $1.05B | 10 | 2026-02-28 | → |
| 2410 | FREEDOM 3 CAPITAL, LLC | NEW YORK | 170786 | $1.05B | 19 | 2026-03-31 | → |
| 2411 | REVOLVERCAP MANAGEMENT, L.P. | TEANECK | 290377 | $1.05B | 4 | 2026-03-31 | → |
| 2412 | NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. | NEW YORK | 116837 | $1.05B | 4 | 2026-05-31 | → |
| 2413 | DGS CAPITAL MANAGEMENT, LLC | JERSEY CITY | 281938 | $1.05B | 12 | 2026-03-31 | → |
| 2414 | PRIVATE PORTFOLIO PARTNERS, LLC | PARAMUS | 165616 | $1.05B | 28 | 2025-03-31 | → |
| 2415 | VIRTUS ALTERNATIVE INVESTMENT ADVISERS, LLC | HARTFORD | 143732 | $1.05B | 0 | 2026-06-30 | → |
| 2416 | IRON TRIANGLE PARTNERS LP | COS COB | 302077 | $1.05B | 7 | 2026-03-31 | → |
| 2417 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | MILTON | 109040 | $1.05B | 5 | 2026-02-28 | → |
| 2418 | WHITEFORT CAPITAL MANAGEMENT, LP | NEW YORK | 288534 | $1.05B | 11 | 2026-03-31 | → |
| 2419 | POST ROAD GROUP LLC | STAMFORD | 288459 | $1.05B | 13 | 2026-06-30 | → |
| 2420 | PETIOLE USA LIMITED | NEW YORK | 159788 | $1.05B | 7 | 2026-03-31 | → |
| 2421 | PANORAMIKA ADVISORS INC. | MIAMI | 172737 | $1.05B | 2 | 2026-02-28 | → |
| 2422 | MACK REAL ESTATE CREDIT STRATEGIES, L.P. | NEW YORK | 167609 | $1.05B | 70 | 2026-03-31 | → |
| 2423 | QP GLOBAL FAMILY OFFICES, LLC | GREENWICH | 294879 | $1.05B | 9 | 2026-03-31 | → |
| 2424 | MATAURO, LLC | NEW YORK | 333038 | $1.05B | 16 | 2026-04-30 | → |
| 2425 | NASSAU PRIVATE CREDIT LLC | DARIEN | 300220 | $1.05B | 7 | 2026-05-31 | → |
| 2426 | HIGH PROBABILITY ADVISORS, LLC | PITTSFORD | 289541 | $1.05B | 16 | 2026-05-31 | → |
| 2427 | WEATHERFORD CAPITAL MANAGEMENT LLC | TAMPA | 304514 | $1.05B | 14 | 2026-03-31 | → |
| 2428 | CIFC INVESTMENT MANAGEMENT LLC | MIAMI | 107050 | $1.04B | 200 | 2026-03-31 | → |
| 2429 | FITZROY INVESTMENT ADVISORS LLC | AVENTURA | 174342 | $1.04B | 9 | 2026-03-31 | → |
| 2430 | STELAC CAPITAL PARTNERS LLC | NEW YORK | 163081 | $1.04B | 2 | 2026-05-31 | → |
| 2431 | RED OAK FINANCIAL GROUP, LLC | TOWSON | 166912 | $1.04B | 20 | 2026-05-31 | → |
| 2432 | LS BDC ADVISER, LLC | MIAMI | 313799 | $1.04B | 35 | 2026-06-30 | → |
| 2433 | CLEARHAVEN PARTNERS LP | BOSTON | 309219 | $1.04B | 17 | 2026-03-31 | → |
| 2434 | ASHE CAPITAL MANAGEMENT, LP | ENGLEWOOD CLIFFS | 169616 | $1.04B | 5 | 2026-03-31 | → |
| 2435 | WHALEROCK POINT PARTNERS, LLC | WEST PALM BEACH | 140781 | $1.04B | 6 | 2026-01-31 | → |
| 2436 | 1543 CAPITAL LP | GREENWICH | 305398 | $1.04B | 8 | 2026-04-30 | → |
| 2437 | TOEWS CORPORATION | NORTHFIELD | 106304 | $1.04B | 20 | 2026-03-31 | → |
| 2438 | FIERSTON FINANCIAL GROUP INC | WEST HARTFORD | 105003 | $1.04B | 7 | 2026-02-28 | → |
| 2439 | MACD ADVISORS LLC | SUMMIT | 171905 | $1.03B | 1 | 2026-03-31 | → |
| 2440 | STERLING INVESTMENT COUNSEL, LLC | BUFFALO | 282624 | $1.03B | 9 | 2026-05-31 | → |
| 2441 | BAY POINT ADVISORS, LLC | ATLANTA | 286050 | $1.03B | 29 | 2026-03-31 | → |
| 2442 | EQUALITY ASSET MANAGEMENT, LP | BOSTON | 300710 | $1.03B | 10 | 2026-03-31 | → |
| 2443 | THEOREM PARTNERS LLC | NEW YORK | 281280 | $1.03B | 121 | 2026-06-30 | → |
| 2444 | AC FUNDS, LLC | RIDGEWOOD | 311748 | $1.03B | 2 | 2026-03-31 | → |
| 2445 | TEN COVES CAPITAL, LP | DARIEN | 311121 | $1.03B | 11 | 2026-03-31 | → |
| 2446 | BURNS J W & CO INC | DEWITT | 107835 | $1.03B | 8 | 2026-04-30 | → |
| 2447 | GLEN EAGLE ADVISORS, LLC | KINGSTON | 282920 | $1.03B | 21 | 2026-04-30 | → |
| 2448 | VESTWELL ADVISORS LLC | NEW YORK | 284173 | $1.03B | 30 | 2026-04-30 | → |
| 2449 | CARDINAL CAPITAL MANAGEMENT INC | RALEIGH | 108076 | $1.03B | 4 | 2026-02-28 | → |
| 2450 | THAYER STREET PARTNERS MANAGEMENT, LLC | NEW YORK | 170763 | $1.02B | 8 | 2026-03-31 | → |
| 2451 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | RICHMOND | 149842 | $1.02B | 9 | 2026-03-31 | → |
| 2452 | CAPITAL INVESTMENT COUNSEL INC | RALEIGH | 104591 | $1.02B | 11 | 2026-04-30 | → |
| 2453 | SAW MILL CAPITAL L.L.C. | BRIARCLIFF MANOR | 156472 | $1.02B | 25 | 2026-03-31 | → |
| 2454 | PETTYJOHN, WOOD & WHITE, INC. | LYNCHBURG | 106403 | $1.02B | 6 | 2026-03-31 | → |
| 2455 | GREATMARK INVESTMENT PARTNERS, INC. | COLUMBUS | 105267 | $1.02B | 7 | 2026-03-31 | → |
| 2456 | ZEVIN ASSET MANAGEMENT, LLC | BOSTON | 165269 | $1.02B | 15 | 2026-03-31 | → |
| 2457 | ALPINE GROVE PARTNERS LLP | NEW YORK | 157485 | $1.02B | 21 | 2026-03-31 | → |
| 2458 | FOUNTAINHEAD CAPITAL MANAGEMENT, LLC | WARREN | 156185 | $1.02B | 28 | 2025-06-30 | → |
| 2459 | WM PARTNERS, LP | AVENTURA | 235788 | $1.02B | 24 | 2026-03-31 | → |
| 2460 | NEWBROOK CAPITAL ADVISORS LP | NEW YORK | 138930 | $1.02B | 6 | 2026-03-31 | → |
| 2461 | BREAKWATER CAPITAL GROUP | PARAMUS | 321097 | $1.02B | 4 | 2026-03-31 | → |
| 2462 | MEG GREEN & ASSOCIATES, INC. | PLANTATION | 284866 | $1.02B | 15 | 2026-03-31 | → |
| 2463 | SOLLINDA CAPITAL MANAGEMENT LLC | MIAMI | 321742 | $1.02B | 20 | 2026-06-30 | → |
| 2464 | PORTFOLIO STRATEGIES INC NY | MONTVALE | 106942 | $1.02B | 11 | 2026-04-30 | → |
| 2465 | GFG CAPITAL, LLC | MIAMI | 128059 | $1.01B | 16 | 2026-03-31 | → |
| 2466 | JT STRATFORD, LLC | GAINESVILLE | 155629 | $1.01B | 18 | 2026-03-31 | → |
| 2467 | VERUM PARTNERS LLC | CHARLOTTE | 301058 | $1.01B | 17 | 2026-03-31 | → |
| 2468 | ISOMETRY CAPITAL, LLC | NEW YORK | 307544 | $1.01B | 16 | 2026-03-31 | → |
| 2469 | DORSEY, WRIGHT & ASSOCIATES, LLC | RICHMOND | 104925 | $1.01B | 25 | 2026-04-30 | → |
| 2470 | 10X CAPITAL PARTNERS LLC | NEW YORK | 332547 | $1.01B | 2 | 2026-03-31 | → |
| 2471 | FTA ASSET MANAGEMENT, LLC | CHARLOTTE | 332377 | $1.01B | 13 | 2026-03-31 | → |
| 2472 | VECTORS RESEARCH MANAGEMENT LLC | NEW YORK | 137772 | $1.01B | 4 | 2026-03-31 | → |
| 2473 | NOMURA ASSET MANAGEMENT U.S.A. INC | NEW YORK | 108222 | $1.01B | 26 | 2026-06-30 | → |
| 2474 | THE NORTHSTAR GROUP, INC. | NEW YORK | 110409 | $1.01B | 6 | 2026-03-31 | → |
| 2475 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
| 2476 | EAST COAST ASSET MANAGEMENT, LLC | ESSEX | 147910 | $1.01B | 9 | 2026-06-30 | → |
| 2477 | VOLOFIN CAPITAL MANAGEMENT (US) LLC | DANIEL ISLAND | 309922 | $1.01B | 9 | 2026-03-31 | → |
| 2478 | BHMS INVESTMENTS, LP | WESTPORT | 162554 | $1.01B | 13 | 2026-03-31 | → |
| 2479 | CORBYN INVESTMENT MANAGEMENT INC | LUTHERVILLE | 104716 | $1.01B | 10 | 2026-06-30 | → |
| 2480 | THE QUARRY LP | NEW YORK | 323449 | $1.01B | 11 | 2026-03-31 | → |
| 2481 | BLUESKY WEALTH ADVISORS, LLC | NEW BERN | 116760 | $1.00B | 14 | 2026-03-31 | → |
| 2482 | MSOUTH EQUITY PARTNERS, LLC | ATLANTA | 157601 | $1.00B | 18 | 2026-03-31 | → |
| 2483 | FINCADIA ADVISORS LLC | MELVILLE | 338396 | $1.00B | 3 | 2026-03-31 | → |
| 2484 | QUANTUM CAPITAL MANAGEMENT, LLC | NORTHFIELD | 111083 | $1.00B | 4 | 2026-03-31 | → |
| 2485 | AZIMUT INVESTMENT ADVISORS LLC | MIAMI | 134626 | $1.00B | 10 | 2026-05-31 | → |
| 2486 | SEEDS INVESTOR LLC | NEW YORK | 308909 | $1.00B | 25 | 2026-06-30 | → |
| 2487 | TYRIAN INVESTMENTS, L.P. | NEW YORK | 160325 | $1.00B | 8 | 2024-12-31 | → |
| 2488 | SACHETTA, LLC | LYNNFIELD | 145713 | $1.00B | 25 | 2026-02-28 | → |
| 2489 | VERBENA VALUE LP | WESTPORT | 337379 | $1.00B | 9 | 2025-08-31 | → |
| 2490 | DAWSON PARTNERS (US) INC. | NEW YORK | 339430 | $999.1M | 231 | 2026-06-30 | → |
| 2491 | PALM BEACH CAPITAL MANAGEMENT III, LLC | WEST PALM BEACH | 159611 | $998.8M | 11 | 2026-03-31 | → |
| 2492 | NEXWAVE CAPITAL PARTNERS LLC | NEW YORK | 241788 | $997.8M | 16 | 2026-03-31 | → |
| 2493 | DAYBRIGHT ADVISORY SERVICES, INC. | MIAMI | 133795 | $997.4M | 10 | 2026-03-31 | → |
| 2494 | PASSIVE CAPITAL MANAGEMENT, LLC | SYRACUSE | 142870 | $996.9M | 8 | 2026-01-31 | → |
| 2495 | OMNIA FAMILY WEALTH, LLC | AVENTURA | 170909 | $994.6M | 10 | 2026-06-30 | → |
| 2496 | FIVE ARROWS MANAGERS (USA) LLC | NEW YORK | 286195 | $994.0M | 45 | 2026-03-31 | → |
| 2497 | MCLEAN ASSET MANAGEMENT CORPORATION | TYSONS | 108067 | $993.9M | 26 | 2026-05-31 | → |
| 2498 | BROWN | MILLER WEALTH MANAGEMENT, LLC | MCLEAN | 305742 | $991.1M | 11 | 2026-04-30 | → |
| 2499 | CANDER ASSET MANAGEMENT LP | NEW YORK | 337596 | $989.0M | 3 | 2026-03-31 | → |
| 2500 | SCULPTOR ADVISORS LLC | NEW YORK | 319598 | $989.0M | 334 | 2026-03-31 | → |
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