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 | |
|---|---|---|---|---|---|---|---|
| 501 | MSREF REAL ESTATE ADVISOR, INC. | NEW YORK | 142047 | $15.77B | 372 | 2026-05-31 | → |
| 502 | OEP CAPITAL ADVISORS, L.P. | NEW YORK | 173626 | $15.73B | 77 | 2026-03-31 | → |
| 503 | CONCURRENT INVESTMENT ADVISORS, LLC | TAMPA | 323135 | $15.73B | 188 | 2026-06-30 | → |
| 504 | SOROBAN CAPITAL PARTNERS LP | NEW YORK | 157360 | $15.67B | 39 | 2026-03-31 | → |
| 505 | MASON INVESTMENT ADVISORY SERVICES INC | RESTON | 111113 | $15.67B | 72 | 2026-03-31 | → |
| 506 | GREENBRIAR EQUITY GROUP, L.P. | GREENWICH | 157475 | $15.65B | 37 | 2026-03-31 | → |
| 507 | BATTERY MANAGEMENT CORP. | BOSTON | 160921 | $15.61B | 113 | 2026-03-31 | → |
| 508 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | NEW YORK | 165796 | $15.57B | 53 | 2026-03-31 | → |
| 509 | WEISS ASSET MANAGEMENT LP | BOSTON | 155564 | $15.56B | 139 | 2026-03-31 | → |
| 510 | CLARFELD FINANCIAL ADVISORS, LLC | TARRYTOWN | 106743 | $15.54B | 204 | 2026-04-30 | → |
| 511 | PFS INVESTMENTS INC. | DULUTH | 10111 | $15.54B | 3,992 | 2026-03-31 | → |
| 512 | EVERCORE WEALTH MANAGEMENT, LLC | NEW YORK | 148399 | $15.52B | 97 | 2026-03-31 | → |
| 513 | OSAIC ADVISORY SERVICES, LLC | ATLANTA | 171070 | $15.48B | 2,180 | 2026-06-30 | → |
| 514 | INTECH INVESTMENT MANAGEMENT LLC | WEST PALM BEACH | 119232 | $15.47B | 41 | 2026-03-31 | → |
| 515 | AEA QP ADVISERS LLC | NEW YORK | 124560 | $15.46B | 157 | 2026-06-30 | → |
| 516 | TISHMAN SPEYER PROPERTIES, L.P. | NEW YORK | 160079 | $15.43B | 491 | 2026-04-30 | → |
| 517 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | ATLANTA | 126246 | $15.42B | 19 | 2026-03-31 | → |
| 518 | ABBOTT CAPITAL MANAGEMENT LLC | NEW YORK | 106332 | $15.33B | 60 | 2026-03-31 | → |
| 519 | BANNER RIDGE PARTNERS, LP | NEW YORK | 304928 | $15.32B | 27 | 2026-03-31 | → |
| 520 | BALLENTINE PARTNERS, LLC | WALTHAM | 152802 | $15.32B | 125 | 2026-05-31 | → |
| 521 | CW ADVISORS, LLC | BOSTON | 310873 | $15.22B | 152 | 2026-05-31 | → |
| 522 | POMONA MANAGEMENT LLC | NEW YORK | 148269 | $15.16B | 41 | 2026-03-31 | → |
| 523 | BLEAKLEY FINANCIAL GROUP, LLC | PARSIPPANY | 318366 | $15.13B | 205 | 2026-04-30 | → |
| 524 | CV ADVISORS LLC | AVENTURA | 164817 | $15.08B | 82 | 2026-04-30 | → |
| 525 | ABRY PARTNERS II, LLC | BOSTON | 161154 | $14.90B | 1 | 2026-03-31 | → |
| 526 | WCAS MANAGEMENT CORPORATION | NEW YORK | 155695 | $14.90B | 105 | 2026-05-31 | → |
| 527 | THE LONDON COMPANY OF VIRGINIA, LLC | RICHMOND | 106654 | $14.89B | 56 | 2026-03-31 | → |
| 528 | ATLANTA CONSULTING GROUP ADVISORS, LLC | ATLANTA | 288169 | $14.70B | 23 | 2026-04-30 | → |
| 529 | PHARO MANAGEMENT, INC. | NEW YORK | 141216 | $14.62B | 48 | 2026-03-31 | → |
| 530 | DIGITAL BRIDGE ADVISORS, LLC | BOCA RATON | 291394 | $14.60B | 174 | 2026-05-31 | → |
| 531 | NAPIER PARK GLOBAL CAPITAL (US) LP | NEW YORK | 166333 | $14.57B | 137 | 2026-05-31 | → |
| 532 | DRA ADVISORS LLC | NEW YORK | 106311 | $14.42B | 99 | 2026-03-31 | → |
| 533 | PINE RIDGE ADVISERS LLC | NEW YORK | 296362 | $14.42B | 14 | 2026-03-31 | → |
| 534 | KELSO & COMPANY, L.P. | NEW YORK | 131471 | $14.32B | 64 | 2026-04-30 | → |
| 535 | SYCAMORE PARTNERS MANAGEMENT, L.P. | NEW YORK | 284346 | $14.30B | 60 | 2026-03-31 | → |
| 536 | BSP NY LLC | NEW YORK | 128557 | $14.24B | 18 | 2026-03-31 | → |
| 537 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | BOSTON | 105161 | $14.20B | 79 | 2026-03-31 | → |
| 538 | RTW INVESTMENTS LP | NEW YORK | 153232 | $14.14B | 70 | 2026-03-31 | → |
| 539 | GREAT MOUNTAIN PARTNERS LLC | NEW HAVEN | 309528 | $14.11B | 17 | 2026-03-31 | → |
| 540 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | NEW YORK | 106277 | $14.09B | 39 | 2026-05-31 | → |
| 541 | FRANKLIN ADVISORY SERVICES, LLC | SAN MATEO | 111361 | $14.07B | 2 | 2026-06-30 | → |
| 542 | PRIME BUCHHOLZ LLC | PORTSMOUTH | 106455 | $14.07B | 127 | 2026-03-31 | → |
| 543 | CIRCLE WEALTH MANAGEMENT, LLC | SUMMIT | 142878 | $14.07B | 23 | 2026-04-30 | → |
| 544 | RELATED FUND MANAGEMENT, LLC | NEW YORK | 156543 | $14.02B | 69 | 2026-03-31 | → |
| 545 | REDBIRD CAPITAL PARTNERS MANAGEMENT LLC | NEW YORK | 168862 | $14.01B | 101 | 2026-03-31 | → |
| 546 | VARAGON CAPITAL PARTNERS, L.P. | NEW YORK | 281851 | $13.99B | 78 | 2026-06-30 | → |
| 547 | NAUTIC PARTNERS, LLC | PROVIDENCE | 159822 | $13.97B | 69 | 2026-04-30 | → |
| 548 | BRANDYWINE MANAGERS, LLC | HOCKESSIN | 137388 | $13.97B | 5 | 2026-04-30 | → |
| 549 | OAK HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 136656 | $13.93B | 52 | 2026-03-31 | → |
| 550 | ULLICO INVESTMENT ADVISORS, INC. | SILVER SPRING | 106628 | $13.92B | 92 | 2026-03-31 | → |
| 551 | SRS INVESTMENT MANAGEMENT, LLC | NEW YORK | 157630 | $13.92B | 32 | 2026-06-30 | → |
| 552 | DYNASTY WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 153377 | $13.88B | 200 | 2026-03-31 | → |
| 553 | LIBREMAX CAPITAL, LLC | NEW YORK | 155486 | $13.87B | 74 | 2026-03-31 | → |
| 554 | CAPACUITY LLC | LAKE MARY | 297679 | $13.87B | 40 | 2026-03-31 | → |
| 555 | ABRAMS CAPITAL MANAGEMENT, L.P. | BOSTON | 155729 | $13.74B | 38 | 2026-03-31 | → |
| 556 | ARISTEIA CAPITAL, LLC | GREENWICH | 135986 | $13.73B | 65 | 2026-03-31 | → |
| 557 | CLEARBROOK INVESTMENT CONSULTING LLC | NEW YORK | 108253 | $13.72B | 10 | 2026-03-31 | → |
| 558 | MIROVA US LLC | BOSTON | 300152 | $13.62B | 64 | 2026-03-31 | → |
| 559 | JMI MANAGEMENT, L.P. | BALTIMORE | 158344 | $13.58B | 81 | 2026-06-30 | → |
| 560 | AVORO CAPITAL ADVISORS LLC | NEW YORK | 154091 | $13.55B | 19 | 2026-03-31 | → |
| 561 | ARCLIGHT CAPITAL PARTNERS, LLC | BOSTON | 161228 | $13.54B | 60 | 2026-03-31 | → |
| 562 | RIVERSIDE PARTNERS, LLC | NEW YORK | 160523 | $13.53B | 248 | 2026-03-31 | → |
| 563 | TREXQUANT INVESTMENT LP | STAMFORD | 170476 | $13.48B | 167 | 2026-03-31 | → |
| 564 | HAIDAR CAPITAL MANAGEMENT LLC | PEARL RIVER | 159798 | $13.40B | 9 | 2026-03-31 | → |
| 565 | EAGLE POINT CREDIT MANAGEMENT LLC | GREENWICH | 166370 | $13.24B | 120 | 2026-05-31 | → |
| 566 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | CAMBRIDGE | 304477 | $13.19B | 31 | 2026-03-31 | → |
| 567 | ROCKPOINT GROUP, L.L.C. | BOSTON | 156630 | $13.04B | 112 | 2026-03-31 | → |
| 568 | IMPRESA MANAGEMENT LLC | BOSTON | 168741 | $13.04B | 74 | 2026-06-30 | → |
| 569 | WHALE ROCK CAPITAL MANAGEMENT LLC | BOSTON | 140746 | $12.97B | 31 | 2026-06-30 | → |
| 570 | ASCENSUS INVESTMENT ADVISORS, LLC | NEWTON | 120632 | $12.97B | 48 | 2026-01-31 | → |
| 571 | IVY HILL ASSET MANAGEMENT, L.P. | NEW YORK | 161608 | $12.96B | 16 | 2026-05-31 | → |
| 572 | GLOBAL ENDOWMENT MANAGEMENT, LP | CHARLOTTE | 157772 | $12.88B | 82 | 2026-05-31 | → |
| 573 | CITIZENS SECURITIES, INC. | JOHNSTON | 39550 | $12.87B | 471 | 2026-04-30 | → |
| 574 | MKP CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 113851 | $12.85B | 46 | 2026-03-31 | → |
| 575 | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP | BOSTON | 107153 | $12.84B | 109 | 2026-06-30 | → |
| 576 | SECOR INVESTMENT ADVISORS, LP | NEW YORK | 155235 | $12.76B | 44 | 2026-04-30 | → |
| 577 | LS POWER EQUITY ADVISORS, LLC | NEW YORK | 158272 | $12.64B | 224 | 2026-04-30 | → |
| 578 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | BOSTON | 150900 | $12.56B | 79 | 2026-06-30 | → |
| 579 | APPLETON PARTNERS, INC. | BOSTON | 110049 | $12.55B | 59 | 2026-03-31 | → |
| 580 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | NEW YORK | 301925 | $12.47B | 52 | 2026-04-30 | → |
| 581 | MFN PARTNERS MANAGEMENT, LP | BOSTON | 291755 | $12.42B | 17 | 2026-03-31 | → |
| 582 | ROYCE & ASSOCIATES, LP | NEW YORK | 107689 | $12.41B | 89 | 2026-02-28 | → |
| 583 | SOUND POINT CLO C-MOA, LLC | NEW YORK | 293256 | $12.34B | 40 | 2026-03-31 | → |
| 584 | RAMIREZ ASSET MANAGEMENT, INC. | NEW YORK | 110637 | $12.27B | 48 | 2025-12-31 | → |
| 585 | AQUILINE MANAGEMENT HOLDINGS LP | NEW YORK | 327352 | $12.27B | 85 | 2026-05-31 | → |
| 586 | BSP CLO MANAGEMENT LLC | NEW YORK | 304962 | $12.24B | 241 | 2026-03-31 | → |
| 587 | ALTRINSIC GLOBAL ADVISORS, LLC | STAMFORD | 109678 | $12.22B | 34 | 2026-03-31 | → |
| 588 | ADVISORS CAPITAL MANAGEMENT, LLC | RIDGEWOOD | 112266 | $12.20B | 103 | 2026-03-31 | → |
| 589 | HONEYWELL CAPITAL MANAGEMENT LLC | MORRIS PLAINS | 109537 | $12.19B | 17 | 2025-03-31 | → |
| 590 | INTERCONTINENTAL REAL ESTATE CORPORATION | BOSTON | 112332 | $12.18B | 122 | 2026-03-31 | → |
| 591 | CHURCHILL INVESTMENT MANAGEMENT LLC | CHARLOTTE | 305060 | $12.14B | 101 | 2026-03-31 | → |
| 592 | GILDER GAGNON HOWE & CO. LLC | NEW YORK | 2002 | $12.12B | 84 | 2026-03-31 | → |
| 593 | SLATE PATH CAPITAL LP | NEW YORK | 164751 | $11.99B | 25 | 2026-03-31 | → |
| 594 | POINTSTATE CAPITAL LP | NEW YORK | 161110 | $11.98B | 41 | 2026-05-31 | → |
| 595 | SENTINEL PENSION ADVISORS, LLC | WAKEFIELD | 109901 | $11.94B | 53 | 2026-05-31 | → |
| 596 | GOLDBERG LINDSAY & CO. LLC | NEW YORK | 141029 | $11.91B | 55 | 2026-04-30 | → |
| 597 | STONEBRIDGE ADVISORS LLC | WILTON | 134017 | $11.83B | 15 | 2026-03-31 | → |
| 598 | AKRE CAPITAL MANAGEMENT, LLC | MIDDLEBURG | 109242 | $11.82B | 12 | 2026-06-30 | → |
| 599 | ENTRUST GLOBAL PARTNERS LLC | NEW YORK | 107940 | $11.82B | 137 | 2026-03-31 | → |
| 600 | PERCEPTIVE ADVISORS LLC. | NEW YORK | 154703 | $11.77B | 49 | 2026-03-31 | → |
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