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 | |
|---|---|---|---|---|---|---|---|
| 601 | KLINE HILL PARTNERS LP | GREENWICH | 283283 | $11.71B | 50 | 2026-03-31 | → |
| 602 | GAMCO ASSET MANAGEMENT INC. | GREENWICH | 104950 | $11.69B | 120 | 2026-03-31 | → |
| 603 | BIMINI ADVISORS, LLC | VERO BEACH | 164944 | $11.68B | 10 | 2026-04-30 | → |
| 604 | GREENHAVEN ASSOCIATES INC | PURCHASE | 104729 | $11.66B | 7 | 2026-02-28 | → |
| 605 | CULLEN CAPITAL MANAGEMENT, LLC | NEW YORK | 113128 | $11.58B | 64 | 2026-03-31 | → |
| 606 | KRANE FUNDS ADVISORS, LLC | NEW YORK | 157103 | $11.57B | 50 | 2026-03-31 | → |
| 607 | APOLLON WEALTH MANAGEMENT, LLC | MOUNT PLEASANT | 291902 | $11.56B | 199 | 2026-03-31 | → |
| 608 | KENNEDY LEWIS MANAGEMENT LP | NEW YORK | 290399 | $11.54B | 144 | 2026-04-30 | → |
| 609 | INVESTCORP CREDIT MANAGEMENT US LLC | NEW YORK | 165140 | $11.51B | 25 | 2025-10-31 | → |
| 610 | ANGEL OAK CAPITAL ADVISORS, LLC | ATLANTA | 151090 | $11.49B | 78 | 2026-03-31 | → |
| 611 | KINDERHOOK INDUSTRIES, LLC | NEW YORK | 160193 | $11.46B | 30 | 2026-03-31 | → |
| 612 | ARTEMIS REAL ESTATE PARTNERS, LLC | CHEVY CHASE | 160668 | $11.42B | 64 | 2026-03-31 | → |
| 613 | ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. | NEW YORK | 150522 | $11.30B | 124 | 2026-03-31 | → |
| 614 | GUGGENHEIM CORPORATE FUNDING, LLC | NEW YORK | 300895 | $11.29B | 16 | 2026-05-31 | → |
| 615 | CHRISTOFFERSON, ROBB & COMPANY, LLC | NEW YORK | 121299 | $11.27B | 42 | 2026-06-30 | → |
| 616 | TRUEBRIDGE CAPITAL PARTNERS LLC | CHAPEL HILL | 155425 | $11.24B | 43 | 2026-04-30 | → |
| 617 | NEW MOUNTAIN FINANCE ADVISERS, L.L.C. | NEW YORK | 155493 | $11.23B | 235 | 2026-06-30 | → |
| 618 | CORBIN CAPITAL PARTNERS, L.P. | NEW YORK | 130819 | $11.22B | 56 | 2026-03-31 | → |
| 619 | FERMAT CAPITAL MANAGEMENT, LLC | WESTPORT | 134099 | $11.14B | 47 | 2026-03-31 | → |
| 620 | STONE POINT CREDIT ADVISER LLC | GREENWICH | 310377 | $11.13B | 80 | 2026-03-31 | → |
| 621 | BNY MELLON ETF INVESTMENT ADVISER, LLC | BOSTON | 306148 | $11.10B | 3 | 2026-06-30 | → |
| 622 | APELLA CAPITAL, LLC | WEST HARTFORD | 171106 | $11.07B | 179 | 2026-06-30 | → |
| 623 | ASSET PRESERVATION ADVISORS, LLC | ATLANTA | 106741 | $11.05B | 28 | 2026-03-31 | → |
| 624 | ATRIA INVESTMENTS, INC. | CHARLOTTE | 143593 | $11.05B | 60 | 2026-03-31 | → |
| 625 | BALLYROCK INVESTMENT ADVISORS LLC | BOSTON | 115324 | $10.99B | 5 | 2026-03-31 | → |
| 626 | AFFINIUS CAPITAL MANAGEMENT LLC | NEW YORK | 158190 | $10.99B | 301 | 2025-05-31 | → |
| 627 | CASTLE HOOK PARTNERS LP | NEW YORK | 284968 | $10.96B | 35 | 2026-03-31 | → |
| 628 | REDWOOD CAPITAL MANAGEMENT, LLC | NEW YORK | 158243 | $10.96B | 33 | 2026-05-31 | → |
| 629 | SHEPHERD KAPLAN KROCHUK, LLC | BOSTON | 127304 | $10.88B | 34 | 2026-03-31 | → |
| 630 | REALTERM TRANSPORTATION LLC | ANNAPOLIS | 322689 | $10.87B | 265 | 2026-05-31 | → |
| 631 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | MIAMI | 149280 | $10.81B | 23 | 2026-03-31 | → |
| 632 | BARON CAPITAL MANAGEMENT, INC. | NEW YORK | 110791 | $10.79B | 221 | 2026-05-31 | → |
| 633 | ANTIN INFRASTRUCTURE PARTNERS US SERVICES LLC | NEW YORK | 298930 | $10.69B | 42 | 2026-03-31 | → |
| 634 | ROCKWOOD CAPITAL, LLC | NEW YORK | 156663 | $10.61B | 65 | 2026-06-30 | → |
| 635 | GREAT VALLEY ADVISOR GROUP, LLC | WILMINGTON | 123913 | $10.60B | 325 | 2026-06-30 | → |
| 636 | ADVISORY SERVICES NETWORK, LLC | ATLANTA | 146051 | $10.60B | 268 | 2026-06-30 | → |
| 637 | MAGNITUDE CAPITAL, LLC | NEW YORK | 137486 | $10.57B | 47 | 2026-03-31 | → |
| 638 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | NEW YORK | 313420 | $10.53B | 292 | 2026-03-31 | → |
| 639 | RUANE, CUNNIFF & GOLDFARB L.P. | NEW YORK | 285971 | $10.53B | 52 | 2026-03-31 | → |
| 640 | JUNTO CAPITAL MANAGEMENT LP | NEW YORK | 168547 | $10.52B | 65 | 2026-03-31 | → |
| 641 | BLACKSTONE GROWTH ADVISORS L.L.C. | NEW YORK | 305708 | $10.50B | 48 | 2026-05-31 | → |
| 642 | ABS INVESTMENT MANAGEMENT LLC | STAMFORD | 127290 | $10.48B | 47 | 2026-06-30 | → |
| 643 | CARLYLE AVIATION PDP MANAGEMENT LLC | MIAMI | 305746 | $10.40B | 124 | 2026-03-31 | → |
| 644 | PINNACLE ASSOCIATES, LTD. | NEW YORK | 110631 | $10.39B | 69 | 2026-03-31 | → |
| 645 | STEADFAST CAPITAL MANAGEMENT LP | NEW YORK | 157124 | $10.36B | 43 | 2026-03-31 | → |
| 646 | WEBSTER EQUITY PARTNERS, L.P. | WALTHAM | 156729 | $10.31B | 36 | 2026-05-31 | → |
| 647 | RIDGEMONT PARTNERS MANAGEMENT, LLC | CHARLOTTE | 157421 | $10.26B | 61 | 2026-03-31 | → |
| 648 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | RICHMOND | 128545 | $10.25B | 182 | 2026-03-31 | → |
| 649 | CAPVEST PARTNERS, INC. | NEW YORK | 324459 | $10.25B | 14 | 2026-03-31 | → |
| 650 | TOCQUEVILLE ASSET MANAGEMENT LP | NEW YORK | 105690 | $10.24B | 73 | 2026-03-31 | → |
| 651 | SOUND POINT LUNA LLC | NEW YORK | 128132 | $10.24B | 39 | 2026-03-31 | → |
| 652 | KOPERNIK GLOBAL INVESTORS, LLC | TAMPA | 168625 | $10.18B | 44 | 2026-03-31 | → |
| 653 | TENOR CAPITAL MANAGEMENT COMPANY, L.P. | NEW YORK | 153277 | $10.17B | 19 | 2026-03-31 | → |
| 654 | SHEPHERD KAPLAN LLC | BOSTON | 128244 | $10.16B | 42 | 2026-03-31 | → |
| 655 | SPROTT ASSET MANAGEMENT USA INC. | DARIEN | 139022 | $10.12B | 64 | 2026-03-31 | → |
| 656 | COURT SQUARE CAPITAL MANAGEMENT, L.P. | NEW YORK | 156776 | $10.11B | 61 | 2026-03-31 | → |
| 657 | MAN SOLUTIONS LLC | NEW YORK | 157592 | $10.10B | 22 | 2026-03-31 | → |
| 658 | OPENARC CORPORATE ADVISORY, LLC | ATLANTA | 336837 | $10.09B | 146 | 2026-05-31 | → |
| 659 | DUPONT CAPITAL MANAGEMENT CORP | WILMINGTON | 107145 | $10.09B | 33 | 2026-01-31 | → |
| 660 | ONE INVESTMENT MANAGEMENT US LLC | NEW YORK | 323617 | $10.08B | 27 | 2026-03-31 | → |
| 661 | CHOATE INVESTMENT ADVISORS LLC | BOSTON | 106109 | $10.05B | 34 | 2026-03-31 | → |
| 662 | BAIN CAPITAL REAL ESTATE, LP | BOSTON | 291809 | $10.00B | 125 | 2026-06-30 | → |
| 663 | MEKETA INVESTMENT GROUP INC | WESTWOOD | 110601 | $9.99B | 248 | 2026-03-31 | → |
| 664 | AXONIC CAPITAL LLC | NEW YORK | 159518 | $9.96B | 74 | 2026-03-31 | → |
| 665 | AGINCOURT CAPITAL MANAGEMENT, LLC | RICHMOND | 112096 | $9.95B | 18 | 2026-03-31 | → |
| 666 | WELCH & FORBES LLC | BOSTON | 115119 | $9.90B | 55 | 2026-05-31 | → |
| 667 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | CHATHAM | 164409 | $9.86B | 5 | 2026-02-28 | → |
| 668 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | BALTIMORE | 124612 | $9.84B | 24 | 2026-04-30 | → |
| 669 | BAIN CAPITAL VENTURES, LP | BOSTON | 145652 | $9.84B | 97 | 2026-03-31 | → |
| 670 | CONSULTING GROUP ADVISORY SERVICES LLC | PURCHASE | 137463 | $9.82B | 17 | 2026-03-31 | → |
| 671 | EMINENCE CAPITAL, LP | NEW YORK | 160611 | $9.80B | 51 | 2026-05-31 | → |
| 672 | VR ADVISORY SERVICES LTD. | NEW YORK | 137158 | $9.77B | 42 | 2026-03-31 | → |
| 673 | ARSENAL CAPITAL MANAGEMENT LP | NEW YORK | 156896 | $9.72B | 91 | 2026-03-31 | → |
| 674 | F L PUTNAM INVESTMENT MANAGEMENT CO. | LYNNFIELD | 106223 | $9.72B | 160 | 2026-05-31 | → |
| 675 | PARTNERS GROUP US MANAGEMENT CLO LLC | NEW YORK | 293856 | $9.70B | 0 | 2026-03-31 | → |
| 676 | ONE ROCK CAPITAL PARTNERS, LLC | NEW YORK | 160972 | $9.70B | 74 | 2026-03-31 | → |
| 677 | SAMLYN CAPITAL, LLC | NEW YORK | 158296 | $9.68B | 33 | 2026-03-31 | → |
| 678 | MJX ASSET MANAGEMENT LLC | NEW YORK | 148976 | $9.68B | 39 | 2026-03-31 | → |
| 679 | SIGNATUREFD, LLC | ATLANTA | 112758 | $9.68B | 130 | 2026-03-31 | → |
| 680 | DOCKSIDE LLC | NEW YORK | 330606 | $9.63B | 10 | 2026-04-30 | → |
| 681 | ORIX ADVISERS, LLC | NEW YORK | 307580 | $9.63B | 372 | 2026-06-30 | → |
| 682 | BASALT INFRASTRUCTURE PARTNERS LLC | NEW YORK | 162276 | $9.62B | 16 | 2026-03-31 | → |
| 683 | HORIZON KINETICS ASSET MANAGEMENT LLC | NEW YORK | 106096 | $9.61B | 80 | 2026-04-30 | → |
| 684 | FRONTIER CAPITAL MANAGEMENT CO LLC | BOSTON | 106274 | $9.60B | 38 | 2026-03-31 | → |
| 685 | ROUNDHILL FINANCIAL INC. | NEW YORK | 300799 | $9.59B | 13 | 2026-02-28 | → |
| 686 | RUBRIC CAPITAL MANAGEMENT LP | NEW YORK | 285090 | $9.58B | 15 | 2026-03-31 | → |
| 687 | GRIDIRON CAPITAL, LLC | NEW CANAAN | 158241 | $9.52B | 49 | 2026-03-31 | → |
| 688 | SDC CAPITAL PARTNERS, LLC | NEW YORK | 291389 | $9.48B | 44 | 2026-05-31 | → |
| 689 | HOOD RIVER CAPITAL MANAGEMENT LLC | PALM BEACH GARDENS | 166089 | $9.45B | 20 | 2026-05-31 | → |
| 690 | SLR CAPITAL PARTNERS, LLC | NEW YORK | 146106 | $9.42B | 65 | 2026-03-31 | → |
| 691 | KENNEDY LEWIS LOAN MANAGEMENT LLC | NEW YORK | 316091 | $9.42B | 144 | 2026-03-31 | → |
| 692 | PERFORMANCE EQUITY MANAGEMENT, LLC | GREENWICH | 110207 | $9.41B | 36 | 2026-03-31 | → |
| 693 | INTERVAL PARTNERS, LP | NEW YORK | 164424 | $9.39B | 56 | 2026-06-30 | → |
| 694 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | BOSTON | 301896 | $9.38B | 209 | 2026-03-31 | → |
| 695 | ALTARIS, LLC | NEW YORK | 143611 | $9.34B | 37 | 2026-03-31 | → |
| 696 | JOEL ISAACSON & CO., LLC | NEW YORK | 152450 | $9.32B | 52 | 2026-03-31 | → |
| 697 | ITAU USA ASSET MANAGEMENT INC. | NEW YORK | 156313 | $9.27B | 26 | 2026-03-31 | → |
| 698 | COMVEST CREDIT ADVISORS, LLC | WEST PALM BEACH | 311663 | $9.25B | 150 | 2026-03-31 | → |
| 699 | OLYMPUS ADVISORS, LLC | STAMFORD | 160851 | $9.25B | 24 | 2026-03-31 | → |
| 700 | PROCYON ADVISORS, LLC | SHELTON | 288239 | $9.20B | 76 | 2026-05-31 | → |
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