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 | |
|---|---|---|---|---|---|---|---|
| 201 | USI ADVISORS, INC. | GLASTONBURY | 108113 | $56.28B | 79 | 2026-03-31 | → |
| 202 | CITIGROUP GLOBAL MARKETS INC. | NEW YORK | 7059 | $56.01B | 7,036 | 2026-06-30 | → |
| 203 | CHURCHILL ASSET MANAGEMENT LLC | NEW YORK | 175092 | $55.66B | 206 | 2026-06-30 | → |
| 204 | RAFFERTY ASSET MANAGEMENT, LLC | NEW YORK | 112526 | $55.24B | 45 | 2026-03-31 | → |
| 205 | TA ASSOCIATES MANAGEMENT, L.P. | BOSTON | 156699 | $55.07B | 266 | 2026-05-31 | → |
| 206 | BRECKINRIDGE CAPITAL ADVISORS INC | BOSTON | 107143 | $54.28B | 88 | 2026-03-31 | → |
| 207 | VERITAS CAPITAL FUND MANAGEMENT, L.L.C. | NEW YORK | 157123 | $53.81B | 146 | 2026-03-31 | → |
| 208 | GW&K INVESTMENT MANAGEMENT, LLC | BOSTON | 121942 | $52.78B | 177 | 2026-03-31 | → |
| 209 | SCULPTOR CAPITAL LP | NEW YORK | 107913 | $52.68B | 343 | 2026-04-30 | → |
| 210 | VEST FINANCIAL LLC | MCLEAN | 165976 | $51.81B | 52 | 2026-06-30 | → |
| 211 | VIRTUS INVESTMENT ADVISERS, LLC | HARTFORD | 106982 | $51.74B | 1 | 2026-06-30 | → |
| 212 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | NEW YORK | 152294 | $51.63B | 711 | 2026-03-31 | → |
| 213 | PNC CAPITAL ADVISORS LLC | BALTIMORE | 151829 | $50.88B | 258 | 2026-03-31 | → |
| 214 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | BOSTON | 120663 | $50.51B | 190 | 2026-04-30 | → |
| 215 | THRIVE CAPITAL MANAGEMENT, LLC | NEW YORK | 162771 | $50.49B | 80 | 2026-03-31 | → |
| 216 | HOLOCENE ADVISORS, LP | NEW YORK | 287999 | $50.43B | 115 | 2026-03-31 | → |
| 217 | SEGAL ADVISORS, INC. | NEW YORK | 114687 | $50.15B | 112 | 2026-03-31 | → |
| 218 | VESTMARK ADVISORY SOLUTIONS, INC. | WAKEFIELD | 221518 | $49.85B | 33 | 2026-03-31 | → |
| 219 | ICG INVESTMENTS INC | NEW YORK | 162589 | $49.69B | 94 | 2026-03-31 | → |
| 220 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | NEW YORK | 146696 | $48.84B | 255 | 2026-06-30 | → |
| 221 | SCS CAPITAL MANAGEMENT LLC | BOSTON | 122258 | $48.65B | 213 | 2026-03-31 | → |
| 222 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | NEW YORK | 105455 | $48.44B | 123 | 2026-03-31 | → |
| 223 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | BOSTON | 145508 | $48.31B | 730 | 2026-03-31 | → |
| 224 | PORTFOLIO ADVISORS LLC | DARIEN | 105981 | $47.84B | 164 | 2026-03-31 | → |
| 225 | BUCK GLOBAL, LLC | NEW YORK | 108695 | $47.61B | 625 | 2025-03-31 | → |
| 226 | BESSEMER INVESTMENT MANAGEMENT LLC | NEW YORK | 112215 | $47.00B | 70 | 2026-03-31 | → |
| 227 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | NEW YORK | 155680 | $46.63B | 523 | 2026-04-30 | → |
| 228 | NEW MOUNTAIN CAPITAL, L.L.C. | NEW YORK | 161394 | $46.41B | 235 | 2026-03-31 | → |
| 229 | SILVER POINT CAPITAL, L.P. | GREENWICH | 157738 | $46.23B | 357 | 2026-05-31 | → |
| 230 | CONCORD ADVISORY GROUP LTD | PRINCETON | 107291 | $46.19B | 34 | 2026-03-31 | → |
| 231 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | NEW YORK | 297506 | $46.06B | 250 | 2026-06-30 | → |
| 232 | GENERAL CATALYST GROUP MANAGEMENT, LLC | CAMBRIDGE | 162548 | $45.50B | 211 | 2026-03-31 | → |
| 233 | CHEVY CHASE TRUST COMPANY | BETHESDA | 110742 | $44.93B | 119 | 2026-03-31 | → |
| 234 | MEAG NEW YORK CORPORATION | NEW YORK | 321962 | $44.87B | 46 | 2026-05-31 | → |
| 235 | CIFC ASSET MANAGEMENT LLC | MIAMI | 159172 | $44.58B | 200 | 2026-05-31 | → |
| 236 | PRIVATE ADVISOR GROUP, LLC | MORRISTOWN | 155216 | $44.33B | 674 | 2026-06-30 | → |
| 237 | SANDS CAPITAL MANAGEMENT, LLC | ARLINGTON | 137610 | $44.30B | 182 | 2026-03-31 | → |
| 238 | PANAGORA ASSET MANAGEMENT INC | BOSTON | 105201 | $44.13B | 110 | 2026-03-31 | → |
| 239 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | NEW YORK | 137519 | $44.11B | 753 | 2026-05-31 | → |
| 240 | APOGEM CAPITAL LLC | NEW YORK | 309234 | $43.82B | 259 | 2026-05-31 | → |
| 241 | ELEMENT CAPITAL MANAGEMENT LLC | NEW YORK | 160309 | $43.43B | 64 | 2026-03-31 | → |
| 242 | WELLS FARGO INVESTMENT INSTITUTE, INC. | CHARLOTTE | 133204 | $43.00B | 225 | 2026-03-31 | → |
| 243 | GRAHAM CAPITAL MANAGEMENT, L.P. | ROWAYTON | 160925 | $42.87B | 209 | 2026-05-31 | → |
| 244 | EARNEST PARTNERS LLC | ATLANTA | 107926 | $42.61B | 47 | 2026-06-30 | → |
| 245 | FRANKLIN MUTUAL ADVISERS, LLC | SHORT HILLS | 111376 | $42.59B | 52 | 2025-12-31 | → |
| 246 | EQUITABLE ADVISORS, LLC | NEW YORK | 6627 | $42.48B | 5,674 | 2026-05-31 | → |
| 247 | SUNAMERICA ASSET MANAGEMENT, LLC | NEW YORK | 107338 | $42.16B | 57 | 2026-05-31 | → |
| 248 | SUMMIT PARTNERS, L.P. | BOSTON | 135271 | $42.01B | 218 | 2026-03-31 | → |
| 249 | NINETY ONE NORTH AMERICA, INC. | NEW YORK | 167922 | $41.47B | 68 | 2026-06-30 | → |
| 250 | HUDSON BAY CAPITAL MANAGEMENT LP | STAMFORD | 155910 | $40.71B | 418 | 2026-03-31 | → |
| 251 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | NEW YORK | 160157 | $40.36B | 83 | 2026-03-31 | → |
| 252 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | NEW YORK | 164198 | $40.25B | 193 | 2026-04-30 | → |
| 253 | IFM INVESTORS (US) ADVISOR, LLC | NEW YORK | 146366 | $40.23B | 157 | 2025-12-31 | → |
| 254 | D1 CAPITAL PARTNERS L.P. | NEW YORK | 297298 | $40.16B | 79 | 2026-03-31 | → |
| 255 | BAMCO, INC. | NEW YORK | 110789 | $39.51B | 221 | 2026-05-31 | → |
| 256 | COPENHAGEN INFRASTRUCTURE PARTNERS INC. | NEW YORK | 321116 | $39.35B | 47 | 2026-03-31 | → |
| 257 | EQT PARTNERS INC. | NEW YORK | 160179 | $39.20B | 192 | 2026-03-31 | → |
| 258 | LINDEN ADVISORS LP | NEW YORK | 135431 | $38.78B | 48 | 2026-03-31 | → |
| 259 | VOYA INVESTMENT MANAGEMENT LLC | ATLANTA | 108934 | $38.77B | 859 | 2026-03-31 | → |
| 260 | MS CAPITAL PARTNERS ADVISER INC. | NEW YORK | 147521 | $38.76B | 209 | 2026-05-31 | → |
| 261 | INVESTURE, LLC | CHARLOTTESVILLE | 130099 | $38.52B | 51 | 2026-03-31 | → |
| 262 | FIRST MANHATTAN CO. LLC | NEW YORK | 325281 | $38.09B | 147 | 2026-04-30 | → |
| 263 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | NEW YORK | 20472 | $37.93B | 1,293 | 2026-04-30 | → |
| 264 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | NEW YORK | 110411 | $37.56B | 50 | 2026-06-30 | → |
| 265 | VOYA RETIREMENT ADVISORS, LLC | WINDSOR | 3989 | $37.47B | 121 | 2026-03-31 | → |
| 266 | SOUND POINT CAPITAL MANAGEMENT, LP | NEW YORK | 157479 | $36.98B | 200 | 2026-03-31 | → |
| 267 | ROCKEFELLER & CO. LLC | NEW YORK | 294197 | $36.76B | 602 | 2026-03-31 | → |
| 268 | 55I, LLC | BOSTON | 286620 | $36.74B | 86 | 2026-06-30 | → |
| 269 | OPPENHEIMER & CO. INC. | NEW YORK | 249 | $36.71B | 2,806 | 2026-06-30 | → |
| 270 | ASB CAPITAL MANAGEMENT LLC | BETHESDA | 110995 | $36.68B | 62 | 2026-04-30 | → |
| 271 | GREYSTAR INVESTMENT GROUP, LLC | CHARLESTON | 160665 | $36.50B | 588 | 2026-06-30 | → |
| 272 | BBR PARTNERS, LLC | NEW YORK | 109688 | $36.49B | 175 | 2026-03-31 | → |
| 273 | SELECT EQUITY GROUP, L.P. | NEW YORK | 168496 | $36.38B | 171 | 2026-03-31 | → |
| 274 | STONE RIDGE ASSET MANAGEMENT LLC | NEW YORK | 165598 | $36.34B | 238 | 2026-05-31 | → |
| 275 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | JUPITER | 152869 | $36.17B | 144 | 2026-03-31 | → |
| 276 | EAGLE CAPITAL MANAGEMENT LLC | NEW YORK | 106422 | $35.80B | 45 | 2026-03-31 | → |
| 277 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | NEW YORK | 134018 | $35.71B | 630 | 2026-03-31 | → |
| 278 | STRATEGIC INVESTMENT MANAGEMENT, LLC | ARLINGTON | 104862 | $35.51B | 94 | 2026-03-31 | → |
| 279 | AKSIA LLC | NEW YORK | 143422 | $35.20B | 177 | 2026-06-30 | → |
| 280 | SHENKMAN CAPITAL MANAGEMENT, INC. | NEW YORK | 112192 | $35.08B | 146 | 2026-01-31 | → |
| 281 | ALIGHT FINANCIAL ADVISORS, LLC | CHARLOTTE | 158744 | $35.05B | 70 | 2026-03-31 | → |
| 282 | OCTAGON CREDIT INVESTORS, LLC | NEW YORK | 155336 | $35.05B | 100 | 2026-03-31 | → |
| 283 | VIRTUS FIXED INCOME ADVISERS, LLC | HARTFORD | 146029 | $34.91B | 95 | 2026-03-31 | → |
| 284 | SANCTUARY ADVISORS, LLC | MIAMI | 226606 | $34.88B | 770 | 2026-06-30 | → |
| 285 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | NEW YORK | 145194 | $34.59B | 163 | 2026-03-31 | → |
| 286 | KING STREET CAPITAL MANAGEMENT, L.P. | NEW YORK | 156785 | $34.57B | 247 | 2026-03-31 | → |
| 287 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | NEW YORK | 164537 | $34.39B | 228 | 2026-05-31 | → |
| 288 | WEALTHSPIRE ADVISORS LLC | NEW YORK | 106181 | $34.32B | 397 | 2026-04-30 | → |
| 289 | ROARK CAPITAL MANAGEMENT, LLC | ATLANTA | 160368 | $34.18B | 145 | 2026-03-31 | → |
| 290 | VOYA ALTERNATIVE ASSET MANAGEMENT LLC | NEW YORK | 107235 | $34.01B | 124 | 2026-03-31 | → |
| 291 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | NEW YORK | 334551 | $33.57B | 8 | 2026-03-31 | → |
| 292 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | STAMFORD | 283004 | $33.52B | 549 | 2026-06-30 | → |
| 293 | SONA ASSET MANAGEMENT (US) LLC | NEW YORK | 291738 | $33.49B | 39 | 2026-06-30 | → |
| 294 | BNY MELLON ADVISORS, INC. | NEW YORK | 106108 | $33.48B | 66 | 2026-05-31 | → |
| 295 | ENERGY CAPITAL PARTNERS MANAGEMENT, LP | SUMMIT | 155020 | $33.39B | 95 | 2026-04-30 | → |
| 296 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | NEW YORK | 135284 | $33.37B | 47 | 2026-03-31 | → |
| 297 | REDDING RIDGE ASSET MANAGEMENT LLC | NEW YORK | 283058 | $33.32B | 67 | 2026-04-30 | → |
| 298 | THE PUTNAM ADVISORY COMPANY, LLC | BOSTON | 106631 | $33.19B | 7 | 2025-12-31 | → |
| 299 | BRIGADE CAPITAL MANAGEMENT, LP | NEW YORK | 144078 | $33.02B | 108 | 2026-04-30 | → |
| 300 | EISLER CAPITAL (US) LLC | NEW YORK | 315314 | $33.00B | 94 | 2025-07-31 | → |
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