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 | |
|---|---|---|---|---|---|---|---|
| 401 | NEOS INVESTMENT MANAGEMENT, LLC | WESTPORT | 321256 | $21.69B | 35 | 2026-03-31 | → |
| 402 | LONE PINE CAPITAL LLC | GREENWICH | 156602 | $21.62B | 101 | 2026-03-31 | → |
| 403 | EHRENKRANZ PARTNERS L.P. | NEW YORK | 131728 | $21.54B | 46 | 2026-06-30 | → |
| 404 | EDGEWOOD MANAGEMENT LLC | GREENWICH | 106647 | $21.52B | 41 | 2026-03-31 | → |
| 405 | THL MANAGERS VII, LLC | BOSTON | 171042 | $21.48B | 150 | 2026-06-30 | → |
| 406 | UNIVERSA INVESTMENTS L.P. | MIAMI | 146052 | $21.35B | 20 | 2026-03-31 | → |
| 407 | OPPENHEIMER ASSET MANAGEMENT INC. | NEW YORK | 105559 | $21.33B | 129 | 2026-03-31 | → |
| 408 | MSD PARTNERS, L.P. | NEW YORK | 161664 | $21.30B | 498 | 2026-05-31 | → |
| 409 | THOMPSON SIEGEL & WALMSLEY LLC | RICHMOND | 105726 | $21.15B | 63 | 2026-04-30 | → |
| 410 | CERITY PARTNERS OCIO LLC | NEW YORK | 151916 | $21.13B | 61 | 2026-03-31 | → |
| 411 | CHARLESBANK CAPITAL PARTNERS, LLC | BOSTON | 160256 | $21.06B | 162 | 2026-04-30 | → |
| 412 | ARMOUR CAPITAL MANAGEMENT LP | VERO BEACH | 164570 | $21.01B | 20 | 2026-03-31 | → |
| 413 | ELLINGTON MANAGEMENT GROUP, L.L.C. | OLD GREENWICH | 112493 | $20.76B | 164 | 2026-06-30 | → |
| 414 | CENTIVA CAPITAL, LP | NEW YORK | 286299 | $20.61B | 274 | 2026-03-31 | → |
| 415 | ORBIMED ADVISORS LLC | NEW YORK | 118608 | $20.61B | 118 | 2026-03-31 | → |
| 416 | OFFIT CAPITAL ADVISORS LLC | NEW YORK | 144474 | $20.60B | 82 | 2026-03-31 | → |
| 417 | APPALOOSA LP | SHORT HILLS | 281909 | $20.40B | 21 | 2026-03-31 | → |
| 418 | VONTOBEL ASSET MANAGEMENT, INC. | NEW YORK | 105007 | $20.29B | 63 | 2026-03-31 | → |
| 419 | HARVEST PARTNERS, LP | NEW YORK | 158284 | $20.25B | 102 | 2026-03-31 | → |
| 420 | DEER MANAGEMENT CO. LLC | LARCHMONT | 159279 | $20.24B | 191 | 2026-05-31 | → |
| 421 | ROKOS CAPITAL MANAGEMENT (US) LP | NEW YORK CITY | 306046 | $20.20B | 51 | 2026-06-30 | → |
| 422 | HILDENE CAPITAL MANAGEMENT, LLC | STAMFORD | 160415 | $20.18B | 33 | 2026-04-30 | → |
| 423 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | NEW YORK | 106523 | $20.13B | 37 | 2026-03-31 | → |
| 424 | AUDAX MANAGEMENT COMPANY, LLC | BOSTON | 160483 | $20.12B | 319 | 2026-04-30 | → |
| 425 | BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. | NEW YORK | 158784 | $20.08B | 293 | 2026-06-30 | → |
| 426 | BXMT ADVISORS L.L.C. | NEW YORK | 288050 | $20.00B | 207 | 2026-03-31 | → |
| 427 | SUMMIT TRAIL ADVISORS, LLC | NEW YORK | 220519 | $19.94B | 94 | 2026-05-31 | → |
| 428 | NEWEDGE WEALTH, LLC | STAMFORD | 307771 | $19.93B | 211 | 2026-04-30 | → |
| 429 | RWA WEALTH PARTNERS, LLC | BOSTON | 156984 | $19.80B | 178 | 2026-05-31 | → |
| 430 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | STAMFORD | 144594 | $19.78B | 103 | 2025-12-31 | → |
| 431 | RECORD CURRENCY MANAGEMENT (US) INC | NEW YORK | 171338 | $19.66B | 3 | 2026-06-30 | → |
| 432 | ROYALTY PHARMA SUB-MANAGER, LLC | NEW YORK | 335070 | $19.64B | 91 | 2026-05-31 | → |
| 433 | PARK AVENUE SECURITIES LLC | NEW YORK | 46173 | $19.58B | 2,073 | 2026-06-30 | → |
| 434 | EGERTON CAPITAL (US), LP | NEW YORK | 297738 | $19.53B | 8 | 2026-03-31 | → |
| 435 | ELLINGTON FINANCIAL MANAGEMENT LLC | OLD GREENWICH | 150510 | $19.35B | 164 | 2026-03-31 | → |
| 436 | PENTWATER CAPITAL MANAGEMENT LP | NAPLES | 156873 | $19.26B | 45 | 2026-03-31 | → |
| 437 | BERKSHIRE PROPERTY ADVISORS, LLC | BOSTON | 161374 | $19.24B | 226 | 2026-03-31 | → |
| 438 | PDT PARTNERS, LLC | NEW YORK | 163776 | $19.18B | 285 | 2026-03-31 | → |
| 439 | DEERFIELD MANAGEMENT COMPANY, L.P. | NEW YORK | 157876 | $19.08B | 189 | 2026-03-31 | → |
| 440 | KPS CAPITAL PARTNERS, LP | NEW YORK | 157678 | $19.08B | 111 | 2026-03-31 | → |
| 441 | GREAT HILL PARTNERS, LP | BOSTON | 158158 | $18.99B | 107 | 2026-03-31 | → |
| 442 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | NEW YORK | 157483 | $18.99B | 58 | 2026-05-31 | → |
| 443 | INTEGRATED WEALTH CONCEPTS LLC | WALTHAM | 284656 | $18.92B | 493 | 2026-06-30 | → |
| 444 | AMERICAN SECURITIES LLC | NEW YORK | 160648 | $18.91B | 150 | 2026-05-31 | → |
| 445 | PARK SQUARE CAPITAL USA LP | NEW YORK | 338573 | $18.90B | 147 | 2026-03-31 | → |
| 446 | FIDELITY DIVERSIFYING SOLUTIONS LLC | BOSTON | 315088 | $18.88B | 44 | 2026-05-31 | → |
| 447 | CAPRICORN INVESTMENT GROUP LLC | NEW YORK | 147417 | $18.85B | 46 | 2026-04-30 | → |
| 448 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | NEW YORK | 144537 | $18.79B | 711 | 2026-05-31 | → |
| 449 | ROYALTY PHARMA MANAGER, LLC | NEW YORK | 334982 | $18.54B | 91 | 2026-03-31 | → |
| 450 | 1823 PARTNERS (US) LLC | MIAMI | 333927 | $18.53B | 52 | 2026-03-31 | → |
| 451 | SABA CAPITAL MANAGEMENT, L.P. | NEW YORK | 154362 | $18.30B | 67 | 2026-05-31 | → |
| 452 | SPECTRUM ASSET MANAGEMENT, INC. | STAMFORD | 300463 | $18.30B | 27 | 2026-03-31 | → |
| 453 | ACORE CAPITAL, LP | NEW YORK | 175054 | $18.27B | 121 | 2026-04-30 | → |
| 454 | SIGULER GUFF ADVISERS LLC | NEW YORK | 106788 | $18.26B | 130 | 2026-03-31 | → |
| 455 | AMG FUNDS LLC | STAMFORD | 153456 | $18.25B | 99 | 2026-03-31 | → |
| 456 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | BETHESDA | 160265 | $18.19B | 32 | 2026-03-31 | → |
| 457 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | TAMPA | 115344 | $18.16B | 20 | 2026-03-31 | → |
| 458 | ATLAS FRM LLC | GREENWICH | 160610 | $18.12B | 87 | 2026-03-31 | → |
| 459 | REVERENCE CAPITAL PARTNERS, L.P. | NEW YORK | 171471 | $18.09B | 47 | 2026-03-31 | → |
| 460 | MACKENZIE INVESTMENTS CORPORATION | BOSTON | 165899 | $18.07B | 16 | 2026-03-31 | → |
| 461 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | NEW YORK | 288041 | $18.00B | 9 | 2026-06-30 | → |
| 462 | BOOTHBAY FUND MANAGEMENT, LLC | NEW YORK | 163706 | $17.99B | 57 | 2026-06-30 | → |
| 463 | STEPSTONE GROUP PRIVATE WEALTH LLC | CHARLOTTE | 305881 | $17.93B | 128 | 2026-06-30 | → |
| 464 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | NEW YORK | 317860 | $17.93B | 38 | 2026-03-31 | → |
| 465 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | WILMINGTON | 106909 | $17.83B | 104 | 2026-05-31 | → |
| 466 | OMERS INFRASTRUCTURE US LIMITED | NEW YORK | 170309 | $17.83B | 138 | 2026-04-30 | → |
| 467 | W.E. FAMILY OFFICES, LLC | CORAL GABLES | 109869 | $17.75B | 65 | 2026-04-30 | → |
| 468 | INVESCO LOAN MANAGER, LLC | NEW YORK | 306746 | $17.69B | 109 | 2026-03-31 | → |
| 469 | MODERA WEALTH MANAGEMENT, LLC | WESTWOOD | 155649 | $17.68B | 238 | 2026-06-30 | → |
| 470 | MERGANSER CAPITAL MANAGEMENT, LLC | BOSTON | 169258 | $17.66B | 32 | 2026-03-31 | → |
| 471 | DURABLE CAPITAL PARTNERS LP | BETHESDA | 305221 | $17.59B | 49 | 2026-04-30 | → |
| 472 | SEARCHLIGHT CAPITAL PARTNERS, L.P. | NEW YORK | 161958 | $17.51B | 132 | 2026-04-30 | → |
| 473 | LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP | NEW YORK | 297109 | $17.50B | 36 | 2026-03-31 | → |
| 474 | AIP, LLC | NEW YORK | 156878 | $17.47B | 94 | 2026-03-31 | → |
| 475 | FIERA CAPITAL INC. | NEW YORK | 113638 | $17.28B | 95 | 2026-03-31 | → |
| 476 | CAPITAL WEALTH PLANNING, LLC | NAPLES | 150764 | $17.25B | 30 | 2026-03-31 | → |
| 477 | INDEPENDENT ADVISOR ALLIANCE, LLC | CHARLOTTE | 168267 | $17.23B | 251 | 2026-06-30 | → |
| 478 | KOHLBERG & CO., L.L.C. | MOUNT KISCO | 160745 | $17.15B | 91 | 2026-05-31 | → |
| 479 | NIOBRARA CAPITAL PARTNERS LP | NEW YORK | 332070 | $17.07B | 12 | 2026-03-31 | → |
| 480 | MANNING & NAPIER ADVISORS, LLC | FAIRPORT | 105992 | $17.03B | 195 | 2026-06-30 | → |
| 481 | ALLEN INVESTMENT MANAGEMENT, LLC | NEW YORK | 124454 | $16.91B | 28 | 2026-03-31 | → |
| 482 | CARILLON TOWER ADVISERS, INC. | ST PETERSBURG | 174904 | $16.86B | 175 | 2026-05-31 | → |
| 483 | SYMMETRY INVESTMENTS US LLC | NEW YORK | 317755 | $16.83B | 10 | 2026-03-31 | → |
| 484 | MONARCH ALTERNATIVE CAPITAL LP | NEW YORK | 159465 | $16.69B | 107 | 2026-05-31 | → |
| 485 | DARSANA CAPITAL PARTNERS LP | NEW YORK | 170862 | $16.67B | 23 | 2026-03-31 | → |
| 486 | SUSTAINABLE GROWTH ADVISERS, LP | STAMFORD | 127447 | $16.66B | 33 | 2026-03-31 | → |
| 487 | COMPASS ROSE ASSET MANAGEMENT, LP | NEW YORK | 297010 | $16.50B | 37 | 2026-03-31 | → |
| 488 | RA CAPITAL MANAGEMENT, LP | BOSTON | 160174 | $16.40B | 185 | 2026-03-31 | → |
| 489 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | NEW YORK | 336332 | $16.37B | 65 | 2026-05-31 | → |
| 490 | 3G CAPITAL PARTNERS LP | NEW YORK | 156934 | $16.31B | 19 | 2026-03-31 | → |
| 491 | BAIN CAPITAL ASSET MANAGEMENT, LP | BOSTON | 183517 | $16.29B | 46 | 2026-03-31 | → |
| 492 | IFP ADVISORS, LLC | TAMPA | 125112 | $16.29B | 328 | 2026-06-30 | → |
| 493 | INVUS FINANCIAL ADVISORS, LLC | NEW YORK | 161603 | $16.21B | 70 | 2026-05-31 | → |
| 494 | VARDE MANAGEMENT, L.P. | NEW YORK | 148949 | $16.13B | 197 | 2026-06-30 | → |
| 495 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | NEW YORK | 297497 | $16.10B | 250 | 2026-03-31 | → |
| 496 | WILMINGTON FUNDS MANAGEMENT CORPORATION | WILMINGTON | 105163 | $16.08B | 39 | 2026-03-31 | → |
| 497 | SILVERBAY CAPITAL MANAGEMENT LLC | NEW YORK | 151259 | $16.06B | 82 | 2026-03-31 | → |
| 498 | ARK INVESTMENT MANAGEMENT LLC | ST. PETERSBURG | 169525 | $15.98B | 58 | 2026-04-30 | → |
| 499 | MORGAN STANLEY INFRASTRUCTURE INC. | NEW YORK | 142824 | $15.97B | 67 | 2026-05-31 | → |
| 500 | CF PRIVATE EQUITY, INC. | NORWALK | 110657 | $15.78B | 66 | 2025-12-31 | → |
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