Research Report · 2026-06-30
Institutional Registered Investment Advisers in the East Coast
SEC-registered investment advisers in the East Coast ranked by reported institutional client assets.
Firms
3,543
Total AUM
$67.47T
Median AUM
$581.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1201 | UNITED ASSET STRATEGIES INC. | GARDEN CITY | 107434 | $2.09B | 33 | 2026-03-31 | → |
| 1202 | MWM GROUP LLC | CEDARHURST | 164123 | $431.0M | 4 | 2026-05-31 | → |
| 1203 | CITI GLOBAL ALTERNATIVES, LLC | NEW YORK | 324457 | $24.39B | 91 | 2025-07-31 | → |
| 1204 | TRIVIUM POINT ADVISORY, LLC | WILTON | 292182 | $1.63B | 38 | 2026-03-31 | → |
| 1205 | IFG ADVISORY, LLC | ATLANTA | 168012 | $4.76B | 187 | 2026-03-31 | → |
| 1206 | DUNBAR ASSOCIATES, LLC | MONROE | 323134 | $307.5M | 3 | 2026-03-31 | → |
| 1207 | MOUNTAIN HILL INVESTMENT PARTNERS | ATLANTIC HIGHLANDS | 175187 | $539.0M | 4 | 2026-05-31 | → |
| 1208 | ESTABROOK CAPITAL MANAGEMENT LLC | NEW YORK | 128856 | $933.3M | 10 | 2026-03-31 | → |
| 1209 | BRIGHTWOOD CAPITAL ADVISORS, LLC | NEW YORK | 167330 | $6.19B | 64 | 2026-06-30 | → |
| 1210 | BROAD REACH CAPITAL LLC | RALEIGH | 144686 | $180.5M | 4 | 2026-05-31 | → |
| 1211 | J.M. FORBES & CO. LLP | BOSTON | 107422 | $1.67B | 21 | 2026-03-31 | → |
| 1212 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | RALEIGH | 336317 | $176.4M | 1 | 2026-06-30 | → |
| 1213 | CORBETT ROAD CAPITAL MANAGEMENT, LLC | MCLEAN | 305063 | $176.3M | 5 | 2026-06-30 | → |
| 1214 | BRASIL CAPITAL ADVISER LLC | AVENTURA | 310125 | $183.7M | 4 | 2025-07-31 | → |
| 1215 | ALLARIA ASSET MANAGEMENT, LLC | MIAMI | 287513 | $179.6M | 6 | 2026-04-30 | → |
| 1216 | INCASA LLC | MIAMI | 174058 | $725.2M | 3 | 2026-03-31 | → |
| 1217 | PRESTIGE WEALTH SERVICES GROUP, INC. | FLEMINGTON | 166641 | $175.2M | 4 | 2026-03-31 | → |
| 1218 | TANDEM INVESTMENT ADVISORS INC | CHARLESTON | 109392 | $3.45B | 18 | 2026-05-31 | → |
| 1219 | OPAL WEALTH ADVISORS, LLC | JERICHO | 289759 | $1.24B | 20 | 2026-02-28 | → |
| 1220 | BREVET CAPITAL MANAGEMENT, LLC | NEW YORK | 151672 | $2.57B | 37 | 2026-06-30 | → |
| 1221 | MONTAG A & ASSOCIATES INC | ATLANTA | 105756 | $2.97B | 30 | 2026-03-31 | → |
| 1222 | SAGE, RUTTY & CO., INC. | ROCHESTER | 3254 | $3.46B | 36 | 2026-03-31 | → |
| 1223 | A.G.P. / ALLIANCE GLOBAL PARTNERS, LLC | WESTPORT | 8361 | $2.30B | 320 | 2026-06-30 | → |
| 1224 | CKC CAPITAL LLC | NEW YORK | 168967 | $843.7M | 9 | 2026-03-31 | → |
| 1225 | RECKONER CAPITAL MANAGEMENT LLC | NEW YORK | 333863 | $273.4M | 26 | 2026-03-31 | → |
| 1226 | WEALTH MANAGEMENT ADVISORS, LLC | GREENVILLE | 171260 | $686.1M | 10 | 2026-03-31 | → |
| 1227 | BRIDGES CAPITAL LLC | FORT LAUDERDALE | 297718 | $251.6M | 1 | 2026-01-31 | → |
| 1228 | LYON WEALTH ADVISORS GROUP, LLC | CHARLOTTE | 325041 | $311.4M | 3 | 2026-01-31 | → |
| 1229 | MONTEREY WEALTH PARTNERS LLC | ATLANTA | 172577 | $300.1M | 3 | 2026-01-31 | → |
| 1230 | FIDUCIARY ALLIANCE LLC | GREENVILLE | 284924 | $2.53B | 76 | 2026-06-30 | → |
| 1231 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | NEW YORK | 284788 | $525.6M | 166 | 2026-06-30 | → |
| 1232 | BALDWIN & CLARKE ADVISORY SERVICES LLC | BEDFORD | 105666 | $465.7M | 8 | 2026-06-30 | → |
| 1233 | PIER CAPITAL, LLC | STAMFORD | 131212 | $647.7M | 9 | 2026-03-31 | → |
| 1234 | S & CO., INC. | BOSTON | 110026 | $2.46B | 15 | 2026-03-31 | → |
| 1235 | EAST END FINANCIAL GROUP, INC. | RIVERHEAD | 110584 | $689.2M | 12 | 2026-02-28 | → |
| 1236 | AAF WEALTH MANAGEMENT, LLC | WESTBOROUGH | 164646 | $727.6M | 10 | 2026-03-31 | → |
| 1237 | SOUTHCOL ADVISORS, LLC | NAPLES | 308154 | $208.7M | 4 | 2026-02-28 | → |
| 1238 | ABACUS PLANNING GROUP, INC. | COLUMBIA | 107994 | $2.16B | 30 | 2026-04-30 | → |
| 1239 | EVENSKY & KATZ, LLC | CORAL GABLES | 109698 | $3.21B | 44 | 2026-03-31 | → |
| 1240 | MIDDLETON & COMPANY INC. | BOSTON | 104549 | $1.23B | 16 | 2026-05-31 | → |
| 1241 | WINTHROP ADVISORY GROUP, LLC | BOSTON | 288178 | $3.10B | 40 | 2026-06-30 | → |
| 1242 | AUDAX MANAGEMENT COMPANY (NY), LLC | NEW YORK | 159458 | $25.69B | 238 | 2026-05-31 | → |
| 1243 | HUNTER LEWIS LLC | CROZET | 304985 | $394.6M | 7 | 2026-04-30 | → |
| 1244 | LEATHERBACK INVESTMENTS LLC | LAKEWOOD | 299608 | $169.6M | 3 | 2026-03-31 | → |
| 1245 | POST ROAD GROUP LLC | STAMFORD | 288459 | $1.05B | 13 | 2026-06-30 | → |
| 1246 | PASSIVE CAPITAL MANAGEMENT, LLC | SYRACUSE | 142870 | $996.9M | 8 | 2026-01-31 | → |
| 1247 | KERUSSO CAPITAL MANAGEMENT, LLC | WINSTON-SALEM | 316352 | $222.4M | 3 | 2026-03-31 | → |
| 1248 | SAVVY ADVISORS, INC. | NEW YORK | 318493 | $5.00B | 170 | 2026-03-31 | → |
| 1249 | KEY CLIENT FIDUCIARY ADVISORS, LLC | FAIRFIELD | 298240 | $896.3M | 10 | 2026-03-31 | → |
| 1250 | 337 FRONTIER CAPITAL, LP | NEW YORK | 284266 | $795.3M | 4 | 2026-04-30 | → |
| 1251 | NORTHSTAR ASSET MANAGEMENT INC | BOSTON | 107138 | $805.9M | 15 | 2026-03-31 | → |
| 1252 | PORTFOLIO STRATEGIES INC NY | MONTVALE | 106942 | $1.02B | 11 | 2026-04-30 | → |
| 1253 | COLONY CAPITAL INVESTMENT ADVISORS, LLC | BOCA RATON | 175506 | $336.2M | 86 | 2026-05-31 | → |
| 1254 | SANDS CAPITAL ALTERNATIVES, LLC | ARLINGTON | 155517 | $5.41B | 182 | 2026-03-31 | → |
| 1255 | TANNIN CAPITAL, LLC | CHARLOTTE | 304238 | $824.9M | 7 | 2026-03-31 | → |
| 1256 | CLARENDON PRIVATE LLC | BOSTON | 316616 | $352.1M | 8 | 2026-03-31 | → |
| 1257 | PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | BOSTON | 105060 | $1.64B | 14 | 2026-05-31 | → |
| 1258 | HIGH PROBABILITY ADVISORS, LLC | PITTSFORD | 289541 | $1.05B | 16 | 2026-05-31 | → |
| 1259 | HAVE RIA, INC. | PROVIDENCE | 327137 | $160.8M | 9 | 2026-03-31 | → |
| 1260 | BOOSTER, LLC | BALTIMORE | 314629 | $229.3M | 4 | 2026-03-31 | → |
| 1261 | MAGNUS FINANCIAL GROUP LLC | NEW YORK | 289423 | $2.33B | 24 | 2026-03-31 | → |
| 1262 | LINDEN THOMAS ADVISORY SERVICES, LLC | CHARLOTTE | 288557 | $1.77B | 14 | 2026-05-31 | → |
| 1263 | CONSERVATION RESOURCE PARTNERS, LLC | EXETER | 160706 | $822.1M | 17 | 2026-05-31 | → |
| 1264 | DRAKE CAPITAL ADVISORS LLC | OLD GREENWICH | 136716 | $713.4M | 5 | 2026-03-31 | → |
| 1265 | DENDUR CAPITAL LP | NEW YORK | 300823 | $1.46B | 9 | 2026-03-31 | → |
| 1266 | LOMBARD ADVISERS INCORPORATED | BALTIMORE | 108231 | $669.8M | 41 | 2026-03-31 | → |
| 1267 | MONTAG & CALDWELL LLC | ATLANTA | 104841 | $577.0M | 14 | 2025-03-31 | → |
| 1268 | DME CAPITAL MANAGEMENT, LP | NEW YORK | 157081 | $4.80B | 29 | 2026-05-31 | → |
| 1269 | CLEAR HARBOR ASSET MANAGEMENT, LLC | STAMFORD | 152242 | $2.05B | 24 | 2026-03-31 | → |
| 1270 | SHUFRO, ROSE & CO., LLC | NEW YORK | 3403 | $2.46B | 27 | 2026-04-30 | → |
| 1271 | LONE PEAK PARTNERS MANAGEMENT LP | NEW YORK | 156546 | $210.4M | 3 | 2026-03-31 | → |
| 1272 | ARMBRUSTER CAPITAL MANAGEMENT, INC. | PITTSFORD | 151590 | $1.06B | 9 | 2026-03-31 | → |
| 1273 | ROYCE & ASSOCIATES, LP | NEW YORK | 107689 | $12.41B | 89 | 2026-02-28 | → |
| 1274 | WEST FINANCIAL SERVICES, INC. | MCLEAN | 137497 | $2.84B | 39 | 2026-06-30 | → |
| 1275 | ANCHORAGE CAPITAL GROUP, L.L.C. | NEW YORK | 135657 | $3.71B | 93 | 2026-03-31 | → |
| 1276 | IMZ ADVISORY INC. | BOCA RATON | 314890 | $452.7M | 4 | 2026-03-31 | → |
| 1277 | TEKNE CAPITAL MANAGEMENT, LLC | NEW YORK | 164648 | $1.42B | 11 | 2026-03-31 | → |
| 1278 | LEUCADIA ASSET MANAGEMENT LLC | NEW YORK | 121767 | $3.06B | 33 | 2026-04-30 | → |
| 1279 | RBF CAPITAL MANAGEMENT, INC. | SARASOTA | 164524 | $160.6M | 3 | 2026-02-28 | → |
| 1280 | WASHINGTON CROSSING ADVISORS LLC | MORRISTOWN | 281511 | $2.03B | 10 | 2026-04-30 | → |
| 1281 | BAYMOUNT MANAGEMENT LP | MIAMI | 304809 | $485.7M | 5 | 2025-03-31 | → |
| 1282 | AFT, FORSYTH & SOBER, LLC | VALRICO | 162858 | $368.5M | 2 | 2026-05-31 | → |
| 1283 | AETNA ASSET ADVISORS, LLC | HARTFORD | 161282 | $850.2M | 26 | 2026-03-31 | → |
| 1284 | GLOBAL EVOLUTION USA, LLC | NEW YORK | 161677 | $1.19B | 24 | 2026-06-30 | → |
| 1285 | 11 CAPITAL PARTNERS LP | DARIEN | 306165 | $503.5M | 5 | 2026-03-31 | → |
| 1286 | MOUNTAINEER PARTNERS MANAGEMENT, LLC | NEW YORK | 163089 | $305.7M | 4 | 2026-03-31 | → |
| 1287 | HAMILTON CAPITAL PARTNERS, LLC | ATLANTA | 314344 | $444.0M | 5 | 2026-04-30 | → |
| 1288 | COLBECK CAPITAL MANAGEMENT, LLC | NEW YORK | 282406 | $1.71B | 20 | 2026-03-31 | → |
| 1289 | CAPITAL ADVISERS, INC. | RALEIGH | 118442 | $620.0M | 5 | 2026-01-31 | → |
| 1290 | DARA CAPITAL US, INC. | MIAMI | 153544 | $563.1M | 3 | 2026-03-31 | → |
| 1291 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | NEW YORK | 318867 | $149.2M | 3 | 2026-03-31 | → |
| 1292 | LITTLE HOUSE CAPITAL, LLC | BRAINTREE | 290070 | $675.2M | 7 | 2026-03-31 | → |
| 1293 | ALPHASIMPLEX GROUP, LLC | BOSTON | 128356 | $3.09B | 33 | 2026-03-31 | → |
| 1294 | INDEX TECHNOLOGIES GROUP LLC | NEW YORK | 327771 | $178.3M | 7 | 2026-04-30 | → |
| 1295 | HAZELVIEW SECURITIES (US) LLC | NEW YORK | 174811 | $276.3M | 15 | 2026-03-31 | → |
| 1296 | DALE K. EHRHART, INC. | VENICE | 35971 | $648.8M | 6 | 2026-03-31 | → |
| 1297 | BURNS J W & CO INC | DEWITT | 107835 | $1.03B | 8 | 2026-04-30 | → |
| 1298 | CASSADAY & CO WEALTH MANAGEMENT LLC | MCLEAN | 317672 | $7.14B | 97 | 2026-03-31 | → |
| 1299 | THREE BEARINGS FIDUCIARY ADVISORS, INC. | HAMPTON | 283926 | $350.7M | 4 | 2026-03-31 | → |
| 1300 | LAFAYETTE INVESTMENTS, INC. | ASHTON | 22471 | $942.8M | 7 | 2026-04-30 | → |
Related Lists
Sleeve3,543 firms · 2026-06-30