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 | |
|---|---|---|---|---|---|---|---|
| 1301 | ROSSMORE PRIVATE CAPITAL, LLC | GLASTONBURY | 288453 | $1.92B | 10 | 2026-03-31 | → |
| 1302 | BIGELOW INVESTMENT ADVISORS, LLC | PORTLAND | 143733 | $555.2M | 8 | 2026-05-31 | → |
| 1303 | GREY FOX WEALTH ADVISORS, LLC | ROCKLAND | 307172 | $698.8M | 11 | 2026-03-31 | → |
| 1304 | KDT ADVISORS, LLC | PRINCETON | 289816 | $210.4M | 5 | 2026-06-30 | → |
| 1305 | AMERAUDI ASSET MANAGEMENT, INC. | NEW YORK | 119854 | $2.10B | 15 | 2026-03-31 | → |
| 1306 | UCAP ASSET MANAGEMENT LLC | MIAMI | 170846 | $208.2M | 14 | 2026-03-31 | → |
| 1307 | RIVERNORTH CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 122020 | $6.17B | 20 | 2026-03-31 | → |
| 1308 | CPC ADVISORS, LLC | ATLANTA | 111025 | $1.68B | 29 | 2026-04-30 | → |
| 1309 | SHEPHERD FINANCIAL PARTNERS, LLC | WINCHESTER | 169093 | $1.38B | 24 | 2026-03-31 | → |
| 1310 | CATALYST FINANCIAL PARTNERS LLC | BOSTON | 299335 | $1.72B | 12 | 2026-04-30 | → |
| 1311 | BCG SECURITIES, INC. | CHERRY HILL | 70 | $894.2M | 55 | 2026-05-31 | → |
| 1312 | MORTGAGE INDUSTRY ADVISORY CORPORATION | NEW YORK | 122337 | $1.39B | 73 | 2025-02-28 | → |
| 1313 | VIBRANT CAPITAL PARTNERS, INC. | NEW YORK | 148352 | $4.28B | 24 | 2026-03-31 | → |
| 1314 | FORTE CAPITAL LLC | ROCHESTER | 109941 | $1.45B | 20 | 2025-02-28 | → |
| 1315 | CAPSTONE INVESTMENT ADVISORS, LLC | NEW YORK | 155563 | $91.53B | 304 | 2026-04-30 | → |
| 1316 | FLAGSTAR ADVISORS, INC. | NEW YORK | 104233 | $784.3M | 37 | 2026-03-31 | → |
| 1317 | JOHCM (USA) INC | BOSTON | 167596 | $9.01B | 60 | 2025-09-30 | → |
| 1318 | FLOW FOCUS LLC | MIAMI | 306849 | $174.9M | 4 | 2026-03-31 | → |
| 1319 | COLONY FAMILY OFFICES, LLC | CHARLOTTE | 167017 | $3.36B | 16 | 2026-02-28 | → |
| 1320 | VERUM PARTNERS LLC | CHARLOTTE | 301058 | $1.01B | 17 | 2026-03-31 | → |
| 1321 | GRANITE BAY WEALTH MANAGEMENT, LLC | PORTSMOUTH | 174765 | $1.27B | 28 | 2026-06-30 | → |
| 1322 | METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC | NEW YORK | 289048 | $1.79B | 51 | 2026-05-31 | → |
| 1323 | OLIVER LUXXE ASSETS LLC | GLADSTONE | 169588 | $981.9M | 9 | 2026-03-31 | → |
| 1324 | TLG ADVISORS, INC. | SUMMIT | 111052 | $2.30B | 290 | 2026-03-31 | → |
| 1325 | MACROVIEW INVESTMENT MANAGEMENT LLC | BETHESDA | 149621 | $387.1M | 5 | 2026-02-28 | → |
| 1326 | AUGUSTINE ASSET MANAGEMENT INC | JACKSONVILLE | 105801 | $783.3M | 8 | 2026-03-31 | → |
| 1327 | LANDMARK MANAGEMENT, LLC | NEW YORK | 157511 | $6.29B | 30 | 2026-03-31 | → |
| 1328 | DELTA CAPITAL MANAGEMENT LLC | RED BANK | 106248 | $240.2M | 4 | 2026-03-31 | → |
| 1329 | L&S INVESTMENT ADVISORS, LLC | MIAMI | 285002 | $231.4M | 8 | 2026-03-31 | → |
| 1330 | MORNINGSIDE ASSET MANAGEMENT LLC | WILMINGTON | 268789 | $135.6M | 4 | 2026-05-31 | → |
| 1331 | CARUSO MCLEAN & CO., INC. | UTICA | 126084 | $281.8M | 5 | 2026-03-31 | → |
| 1332 | BC ADVISORS, LLC | MT. LAUREL | 142982 | $4.73B | 7 | 2026-03-31 | → |
| 1333 | ATLANTIC UNION MUNICIPAL ADVISORS, INC | GLEN ALLEN | 329425 | $134.3M | 4 | 2026-05-31 | → |
| 1334 | WESTEND ADVISORS, LLC | CHARLOTTE | 133279 | $1.87B | 29 | 2026-01-31 | → |
| 1335 | CAROLINAS WEALTH CONSULTING LLC | CHARLOTTE | 300003 | $1.34B | 18 | 2025-03-31 | → |
| 1336 | NEXT LEVEL PRIVATE LLC | HARRISON | 313247 | $1.37B | 16 | 2026-03-31 | → |
| 1337 | PRIVATE CAPITAL MANAGEMENT, LLC | NAPLES | 169172 | $1.44B | 21 | 2026-03-31 | → |
| 1338 | VR ADVISORY SERVICES LTD. | NEW YORK | 137158 | $9.77B | 42 | 2026-03-31 | → |
| 1339 | ATALANTA SOSNOFF MANAGEMENT, LLC | NEW YORK | 11085 | $3.91B | 37 | 2026-03-31 | → |
| 1340 | CEETO CAPITAL GROUP, LLC | CORAL GABLES | 286538 | $531.4M | 4 | 2026-03-31 | → |
| 1341 | BURGESS CHAMBERS & ASSOCIATES INC | ORLANDO | 110164 | $165.9M | 10 | 2026-03-31 | → |
| 1342 | ASHFORD ADVISORS, LLC | PITTSFORD | 114238 | $942.7M | 8 | 2026-03-31 | → |
| 1343 | NORTHEAST INVESTMENT MANAGEMENT INC | BOSTON | 105051 | $3.27B | 25 | 2026-02-28 | → |
| 1344 | NIGHT OWL CAPITAL MANAGEMENT, LLC | GREENWICH | 106030 | $1.10B | 8 | 2026-03-31 | → |
| 1345 | CORBYN INVESTMENT MANAGEMENT INC | LUTHERVILLE | 104716 | $1.01B | 10 | 2026-06-30 | → |
| 1346 | TIMBER POINT CAPITAL MANAGEMENT LLC | WHITE PLAINS | 307366 | $188.3M | 4 | 2026-03-31 | → |
| 1347 | BLUE EDGE CAPITAL, LLC | RICHMOND | 155613 | $765.1M | 5 | 2026-04-30 | → |
| 1348 | HFM INVESTMENT ADVISORS, LLC | GLASSBORO | 289103 | $404.1M | 5 | 2026-03-31 | → |
| 1349 | CRAWFORD FUND MANAGEMENT, LLC | BOSTON | 158659 | $356.1M | 4 | 2026-03-31 | → |
| 1350 | ALIANZA CORP. INVESTMENT ADVISOR | MIAMI | 323267 | $204.1M | 5 | 2026-06-30 | → |
| 1351 | IMPAX ASSET MANAGEMENT LLC | PORTSMOUTH | 114335 | $8.94B | 93 | 2025-12-31 | → |
| 1352 | CHARTER WEALTH MANAGEMENT, INC. | RALEIGH | 162299 | $195.6M | 4 | 2026-03-31 | → |
| 1353 | EMERGENT FINANCIAL SERVICES, LLC. | CHARLOTTESVILLE | 288434 | $195.2M | 5 | 2026-03-31 | → |
| 1354 | ADVANTAGE INVESTING, INC. | CORAL GABLES | 116059 | $138.9M | 2 | 2026-02-28 | → |
| 1355 | CALTON & ASSOCIATES, INC. | TAMPA | 20999 | $1.58B | 373 | 2026-05-31 | → |
| 1356 | LESTE USA, LLC | MIAMI | 301289 | $126.3M | 12 | 2026-06-30 | → |
| 1357 | SIGNATUREFD, LLC | ATLANTA | 112758 | $9.68B | 130 | 2026-03-31 | → |
| 1358 | IDB LIDO WEALTH, LLC | NEW YORK | 322488 | $478.4M | 14 | 2026-05-31 | → |
| 1359 | KOSS-OLINGER CONSULTING, LLC. | GAINESVILLE | 111855 | $2.23B | 30 | 2026-04-30 | → |
| 1360 | PROVISE MANAGEMENT GROUP, LLC | CLEARWATER | 105375 | $2.03B | 22 | 2026-06-30 | → |
| 1361 | AIP CAPITAL ADVISORS LLC | STAMFORD | 328465 | $340.0M | 15 | 2026-06-30 | → |
| 1362 | ANCHOR INVESTMENT MANAGEMENT, LLC | COLUMBIA | 135296 | $1.52B | 17 | 2026-03-31 | → |
| 1363 | LDR CAPITAL MANAGEMENT, LLC | NEW YORK | 162329 | $397.2M | 7 | 2026-03-31 | → |
| 1364 | ROSE GROVE CAPITAL MANAGEMENT, LLC | WELLESLEY | 156572 | $1.94B | 15 | 2026-03-31 | → |
| 1365 | ACRES CAPITAL, LLC | UNIONDALE | 281190 | $4.39B | 40 | 2026-03-31 | → |
| 1366 | SAMLYN CAPITAL, LLC | NEW YORK | 158296 | $9.68B | 33 | 2026-03-31 | → |
| 1367 | OLD ORCHARD CAPITAL MANAGEMENT LP | NEW YORK | 170641 | $1.83B | 19 | 2026-03-31 | → |
| 1368 | VALICENTI ADVISORY SERVICES INC | ELMIRA | 110669 | $820.0M | 11 | 2026-03-31 | → |
| 1369 | FINACCESS ADVISORS, LLC | MIAMI | 150697 | $4.11B | 13 | 2026-03-31 | → |
| 1370 | ALPHABOND LLC | PALM BEACH | 336339 | $122.6M | 3 | 2026-03-31 | → |
| 1371 | DRAVO BAY LLC | REHOBOTH BEACH | 298558 | $381.8M | 10 | 2026-03-31 | → |
| 1372 | STANDARD INVESTMENTS LLC | NEW YORK | 160843 | $5.22B | 37 | 2026-03-31 | → |
| 1373 | ALPHA DNA INVESTMENT MANAGEMENT LLC | COLUMBIA | 288198 | $194.7M | 4 | 2026-03-31 | → |
| 1374 | KINWELL LLC | CHARLESTON | 290449 | $214.7M | 2 | 2026-03-31 | → |
| 1375 | SHEETS SMITH WEALTH MANAGEMENT | WINSTON SALEM | 105710 | $1.37B | 15 | 2026-03-31 | → |
| 1376 | SHP WEALTH MANAGEMENT, LLC | PLYMOUTH | 174697 | $1.92B | 52 | 2026-06-30 | → |
| 1377 | MCRAE CAPITAL MANAGEMENT INC. | MORRISTOWN | 104567 | $795.0M | 8 | 2026-03-31 | → |
| 1378 | A.G. CAMPBELL ADVISORY, LLC | BALTIMORE | 162150 | $403.9M | 5 | 2026-03-31 | → |
| 1379 | GREYSTAR INVESTMENT GROUP, LLC | CHARLESTON | 160665 | $36.50B | 588 | 2026-06-30 | → |
| 1380 | AND WEALTH PARTNERS, LLC | BALTIMORE | 149136 | $508.2M | 5 | 2026-02-28 | → |
| 1381 | PFS INVESTMENTS INC. | DULUTH | 10111 | $15.54B | 3,992 | 2026-03-31 | → |
| 1382 | CHESAPEAKE ASSET MANAGEMENT LLC | NEW YORK | 108994 | $468.8M | 5 | 2026-04-30 | → |
| 1383 | SAVVY LABS INC | NEW YORK | 322453 | $118.9M | 14 | 2026-03-31 | → |
| 1384 | BRIZO CAPITAL, LP | NEW YORK | 298102 | $294.5M | 1 | 2026-03-31 | → |
| 1385 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | SPRINGFIELD | 105004 | $1.21B | 6 | 2026-03-31 | → |
| 1386 | AEQUITAS INVESTMENT ADVISORS, LLC | HINGHAM | 127625 | $826.1M | 8 | 2026-03-31 | → |
| 1387 | HEARTWOOD WEALTH ADVISORS, LLC | RICHMOND | 300273 | $1.55B | 13 | 2026-04-30 | → |
| 1388 | 1776 WEALTH LLC | SANDY SPRINGS | 286321 | $390.8M | 2 | 2026-03-31 | → |
| 1389 | STEMPOINT CAPITAL LP | NEW YORK | 324248 | $761.3M | 7 | 2026-03-31 | → |
| 1390 | RIVERFRONT INVESTMENT GROUP, LLC | RICHMOND | 146221 | $2.22B | 46 | 2026-06-30 | → |
| 1391 | FIRST LONG ISLAND INVESTORS, LLC | JERICHO | 167212 | $1.86B | 24 | 2026-03-31 | → |
| 1392 | PREMIA GLOBAL ADVISORS, LLC | CORAL GABLES | 282426 | $340.8M | 3 | 2026-03-31 | → |
| 1393 | RISK PARADIGM GROUP, LLC | BURLINGTON | 155870 | $115.6M | 7 | 2026-03-31 | → |
| 1394 | AURORA INVESTMENT COUNSEL | ATLANTA | 107460 | $252.7M | 3 | 2026-03-31 | → |
| 1395 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | NEW YORK | 159296 | $3.24B | 35 | 2026-05-31 | → |
| 1396 | INVESTMARK ADVISORY GROUP LLC | SHELTON | 121060 | $929.7M | 10 | 2026-03-31 | → |
| 1397 | SOUTHBRIDGE ADVISORS, LLC | MARIETA | 306075 | $353.1M | 6 | 2026-03-31 | → |
| 1398 | HIGHBROOK CAPITAL PARTNERS LLC | ATLANTA | 338408 | $509.1M | 6 | 2026-03-31 | → |
| 1399 | XML FINANCIAL, LLC | BETHESDA | 284987 | $3.30B | 54 | 2026-06-30 | → |
| 1400 | AP CAPITAL DELAWARE LLC | NEW YORK | 315796 | $134.8M | 4 | 2026-03-31 | → |
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