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 | |
|---|---|---|---|---|---|---|---|
| 1601 | ARS WEALTH ADVISORS GROUP, LLC | ST. PETERSBURG | 314882 | $1.64B | 24 | 2026-03-31 | → |
| 1602 | HYPERION CAPITAL ADVISORS LP | NEW YORK | 304230 | $581.3M | 41 | 2026-03-31 | → |
| 1603 | OBJECTIVITY SQUARED, LLC | CHARLESTON | 311052 | $487.8M | 6 | 2026-03-31 | → |
| 1604 | FUSION FAMILY WEALTH, LLC | WOODBURY | 168254 | $1.44B | 8 | 2026-03-31 | → |
| 1605 | CONDOR CAPITAL MANAGEMENT | MARTINSVILLE | 104920 | $2.18B | 31 | 2026-03-31 | → |
| 1606 | MONEY CONCEPTS CAPITAL CORP | PALM BEACH GARDENS | 12963 | $4.07B | 478 | 2026-03-31 | → |
| 1607 | RISE ADVISORS, LLC | ROCHESTER | 309760 | $441.2M | 9 | 2026-03-31 | → |
| 1608 | MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC | WEST TISBURY | 291599 | $342.9M | 6 | 2026-03-31 | → |
| 1609 | INVESTOLOGY INC. | RESTON | 130408 | $250.0M | 5 | 2026-04-30 | → |
| 1610 | BOURNE LENT ASSET MANAGEMENT, INC. | PAWLING | 111114 | $343.9M | 4 | 2026-01-31 | → |
| 1611 | SAMJO MANAGEMENT, LLC | NEW YORK | 326808 | $308.8M | 3 | 2026-03-31 | → |
| 1612 | GRANITE GROUP ADVISORS, LLC | STAMFORD | 127357 | $829.6M | 8 | 2026-03-31 | → |
| 1613 | INTELLUS ADVISORS, LLC | NAPLES | 332883 | $1.35B | 15 | 2026-03-31 | → |
| 1614 | KRUSEN CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 150754 | $255.7M | 2 | 2026-03-31 | → |
| 1615 | CAMARDA FINANCIAL ADVISORS , LLC | FLEMING ISLAND | 113784 | $315.4M | 17 | 2026-03-31 | → |
| 1616 | FITHIAN LLC | NEW YORK | 287509 | $136.2M | 6 | 2026-03-31 | → |
| 1617 | CPA ASSET MANAGEMENT GROUP, LLC | WEST PALM BEACH | 107833 | $619.2M | 11 | 2026-02-28 | → |
| 1618 | COLTON GROOME FINANCIAL ADVISORS, LLC | ASHEVILLE | 128365 | $724.9M | 18 | 2026-04-30 | → |
| 1619 | SIGNET FINANCIAL MANAGEMENT, LLC | PARSIPPANY | 105310 | $1.18B | 17 | 2026-03-31 | → |
| 1620 | FPF FA L.L.C. | CHARLOTTE | 311329 | $181.3M | 1 | 2026-01-31 | → |
| 1621 | WILKINS INVESTMENT COUNSEL INC | BOSTON | 104913 | $1.12B | 11 | 2026-04-30 | → |
| 1622 | KAUFMAN ROSSIN WEALTH, LLC | MIAMI | 301921 | $506.7M | 11 | 2026-03-31 | → |
| 1623 | MORSE ASSET MANAGEMENT, INC. | DARIEN | 285650 | $534.3M | 6 | 2026-03-31 | → |
| 1624 | EATON FINANCIAL HOLDINGS COMPANY, LLC | CORAL SPRINGS | 316323 | $382.2M | 4 | 2026-03-31 | → |
| 1625 | CROSSGEN WEALTH LLC | GREENVILLE | 336270 | $222.8M | 3 | 2026-03-31 | → |
| 1626 | AMHERST CAPITAL MANAGEMENT LLC | NEW YORK | 174130 | $544.7M | 10 | 2026-03-31 | → |
| 1627 | ADIRONDACK CAPITAL ADVISORS, LLC | SYRACUSE | 133305 | $422.3M | 7 | 2026-03-31 | → |
| 1628 | WEALTHEDGE INVESTMENT ADVISORS, LLC | NEW YORK | 126337 | $472.1M | 9 | 2026-04-30 | → |
| 1629 | TRENT CAPITAL MANAGEMENT INC | GREENSBORO | 107344 | $140.9M | 4 | 2025-03-31 | → |
| 1630 | OEP CAPITAL ADVISORS, L.P. | NEW YORK | 173626 | $15.73B | 77 | 2026-03-31 | → |
| 1631 | RPG FAMILY WEALTH ADVISORY, LLC | BURLINGTON | 158528 | $700.7M | 21 | 2026-04-30 | → |
| 1632 | EASTOVER INVESTMENT ADVISORS, LLC | CHARLOTTE | 150821 | $392.3M | 4 | 2026-02-28 | → |
| 1633 | COATUE MANAGEMENT, L.L.C. | NEW YORK | 157910 | $92.71B | 199 | 2026-05-31 | → |
| 1634 | DELAWARE AVENUE WEALTH PLANNERS, LLC | WILMINGTON | 306818 | $255.6M | 4 | 2026-06-30 | → |
| 1635 | OLD BRIDGE WEALTH, INC | SYOSSET | 332180 | $143.7M | 5 | 2025-09-30 | → |
| 1636 | REDWOOD WEALTH MANAGEMENT GROUP, LLC | MEDFORD | 281741 | $317.2M | 4 | 2026-03-31 | → |
| 1637 | NEWTON ONE INVESTMENTS LLC | NEWARK | 147048 | $445.5M | 7 | 2026-03-31 | → |
| 1638 | PEDDOCK CAPITAL ADVISORS, LLC | BRAINTREE | 148216 | $836.2M | 6 | 2026-06-30 | → |
| 1639 | GRANVILLE CAPITAL, INC. | GREENSBORO | 126679 | $1.37B | 9 | 2026-03-31 | → |
| 1640 | SMITH BRUER ADVISORS, LLC | TALLAHASSEE | 284508 | $238.5M | 6 | 2026-03-31 | → |
| 1641 | GLOBAL WEALTH MANAGEMENT, LLC | KINGSTON | 153677 | $245.7M | 3 | 2026-02-28 | → |
| 1642 | WORTH VENTURE PARTNERS, LLC | FORT LEE | 168610 | $456.1M | 11 | 2026-03-31 | → |
| 1643 | CAIS ADVISORS LLC | NEW YORK | 317466 | $225.3M | 32 | 2026-06-30 | → |
| 1644 | ALJEN ASSET MANAGEMENT LLC | CEDAR KNOLLS | 128962 | $230.2M | 5 | 2026-04-30 | → |
| 1645 | WIREGRASS INVESTMENT MANAGEMENT LLC | THOMASVILLE | 284608 | $159.7M | 3 | 2026-05-31 | → |
| 1646 | SHELTER ROCK MANAGEMENT, LLC | JERICHO | 142739 | $232.0M | 6 | 2026-03-31 | → |
| 1647 | VISTA CREDIT PARTNERS, L.P. | NEW YORK | 329152 | $8.42B | 51 | 2026-03-31 | → |
| 1648 | CSENGE ADVISORY GROUP, LLC | CLEARWATER | 131167 | $3.17B | 74 | 2026-03-31 | → |
| 1649 | ALPINE WOODS CAPITAL INVESTORS, LLC | PURCHASE | 112496 | $180.6M | 12 | 2026-04-30 | → |
| 1650 | OMNISTAR FINANCIAL GROUP, INC. | WILMINGTON | 138515 | $285.7M | 7 | 2026-05-31 | → |
| 1651 | NEXWEALTH LLC | PALM BEACH GARDENS | 311424 | $172.2M | 6 | 2026-06-30 | → |
| 1652 | THE MARSHALL FINANCIAL GROUP LLC | HUNT VALLEY | 146362 | $735.6M | 18 | 2026-04-30 | → |
| 1653 | PERRYRIDGE CAPITAL LP | GREENWICH | 331781 | $226.6M | 5 | 2026-03-31 | → |
| 1654 | F&V CAPITAL MANAGEMENT, L.L.C. | BOCA RATON | 146399 | $557.8M | 7 | 2026-02-28 | → |
| 1655 | WOODSTOCK WEALTH MANAGEMENT, INC. | WOODSTOCK | 283472 | $726.6M | 26 | 2026-04-30 | → |
| 1656 | BNB WEALTH MANAGEMENT, LLC | SILVER SPRING | 107702 | $264.6M | 5 | 2026-03-31 | → |
| 1657 | VESTO ADVISORS, LLC | NEW YORK | 324487 | $65.4M | 3 | 2025-03-31 | → |
| 1658 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | SARATOGA SPRINGS | 151237 | $722.9M | 10 | 2026-05-31 | → |
| 1659 | GRANDFIELD & DODD, LLC | NEW YORK | 110971 | $2.21B | 16 | 2026-03-31 | → |
| 1660 | CLEARBROOK INVESTMENT SOLUTIONS LLC | NEW YORK | 155607 | $149.9M | 9 | 2026-03-31 | → |
| 1661 | CALLODINE CAPITAL MANAGEMENT, LP | BOSTON | 297115 | $2.03B | 19 | 2026-06-30 | → |
| 1662 | OPINICUS CAPITAL, INC. | TAMPA | 168344 | $297.1M | 7 | 2026-03-31 | → |
| 1663 | VANTAGE CONSULTING GROUP INC | VIRGINIA BEACH | 105240 | $241.7M | 10 | 2026-03-31 | → |
| 1664 | DUDLEY & SHANLEY, INC. | PALM BEACH | 157515 | $746.8M | 5 | 2026-03-31 | → |
| 1665 | ENHALUS CAPITAL, LP | NEW YORK | 313321 | $785.5M | 4 | 2026-03-31 | → |
| 1666 | NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | SOUTH MERIDEN | 109203 | $673.0M | 12 | 2026-03-31 | → |
| 1667 | ASPIRE STRATEGIST PORTFOLIOS LLC | NEW YORK | 327902 | $97.3M | 5 | 2026-03-31 | → |
| 1668 | RA CAPITAL MANAGEMENT, LP | BOSTON | 160174 | $16.40B | 185 | 2026-03-31 | → |
| 1669 | EMPIRICAL ASSET MANAGEMENT, LLC | WELLESLEY | 155436 | $560.0M | 14 | 2026-03-31 | → |
| 1670 | TOPSAIL WEALTH MANAGEMENT LLC | CHARLOTTE | 331098 | $1.31B | 5 | 2026-05-31 | → |
| 1671 | CORA CAPITAL ADVISORS LLC | MARLTON | 318134 | $722.9M | 13 | 2026-03-31 | → |
| 1672 | GLOVER PARK WEALTH MANAGEMENT, LLC | ARLINGTON | 309793 | $144.3M | 2 | 2026-06-30 | → |
| 1673 | MACERATIO LLC | MIAMI | 304078 | $1.19B | 7 | 2026-06-30 | → |
| 1674 | WHITENER CAPITAL MANAGEMENT, INC | ROCKY MOUNT | 106865 | $598.5M | 9 | 2026-02-28 | → |
| 1675 | SUTTON PLACE INVESTORS LLC | ARMONK | 298989 | $397.0M | 4 | 2026-04-30 | → |
| 1676 | HAWKS POINT CAPITAL PARTNERS LLC | RYE BROOK | 307006 | $61.4M | 3 | 2026-03-31 | → |
| 1677 | FORTHRIGHT PARTNERS LLC | ATLANTA | 310311 | $136.5M | 3 | 2025-02-28 | → |
| 1678 | DIVIDEND ASSETS CAPITAL, LLC | RIDGELAND | 129973 | $540.8M | 7 | 2026-03-31 | → |
| 1679 | SKY ALPHA ASSET ADVISORS LLC | BOCA RATON | 295839 | $216.0M | 3 | 2026-02-28 | → |
| 1680 | MAIN STREET RESEARCH LLC | LAKEVILLE | 114629 | $2.68B | 24 | 2026-04-30 | → |
| 1681 | FENIX ASSET MANAGEMENT, LLC | NEW YORK | 291069 | $160.4M | 5 | 2026-02-28 | → |
| 1682 | WEALTH MANAGEMENT ASSOCIATES, INC. | CHERRY HILL | 117606 | $717.4M | 20 | 2026-03-31 | → |
| 1683 | RDG CAPITAL MANAGEMENT LLC | PITTSFORD | 329749 | $131.8M | 2 | 2026-06-30 | → |
| 1684 | THE PROSPERITY CONSULTING GROUP, LLC | OWINGS MILLS | 133777 | $3.20B | 66 | 2026-06-30 | → |
| 1685 | AXIOM INVESTMENT MANAGEMENT LLC | NEW YORK | 141516 | $236.8M | 10 | 2026-04-30 | → |
| 1686 | COGENT PRIVATE WEALTH, INC. | ORLANDO | 319092 | $250.3M | 8 | 2026-03-31 | → |
| 1687 | BENCHMARK WEALTH MANAGEMENT, LLC | OLD LYME | 160192 | $430.0M | 4 | 2025-08-31 | → |
| 1688 | CLARION CALL CAPITAL LLC | NEW YORK | 333446 | $66.5M | 1 | 2026-03-31 | → |
| 1689 | ROBOTTI & COMPANY ADVISORS, LLC | NEW YORK | 128093 | $949.8M | 18 | 2026-03-31 | → |
| 1690 | HIGHLAND FINANCIAL ADVISORS, LLC | WAYNE | 125838 | $640.0M | 12 | 2026-06-30 | → |
| 1691 | DOMA PERPETUAL CAPITAL MANAGEMENT LLC | MIAMI | 321046 | $307.6M | 4 | 2026-06-30 | → |
| 1692 | JT STRATFORD, LLC | GAINESVILLE | 155629 | $1.01B | 18 | 2026-03-31 | → |
| 1693 | HALYARD ASSET MANAGEMENT LLC | WHITE PLAINS | 154493 | $2.03B | 4 | 2026-03-31 | → |
| 1694 | BLUELINE ADVISORS LLC | EXETER | 164642 | $247.2M | 3 | 2026-03-31 | → |
| 1695 | TWIN SECURITIES, INC. | NEW YORK | 158318 | $317.7M | 5 | 2026-03-31 | → |
| 1696 | GAGNON SECURITIES, LLC | NEW YORK | 103727 | $529.7M | 19 | 2026-05-31 | → |
| 1697 | FOURWORLD CAPITAL MANAGEMENT LLC | NEW YORK | 284138 | $1.40B | 17 | 2026-05-31 | → |
| 1698 | NOVARE CAPITAL MANAGEMENT | CHARLOTTE | 117949 | $1.92B | 23 | 2026-06-30 | → |
| 1699 | GRAGG & GRAGG, L.L.P. | SHELBY | 110592 | $215.4M | 12 | 2026-02-28 | → |
| 1700 | NAPLES GLOBAL ADVISORS LLC | NAPLES | 158544 | $2.00B | 20 | 2026-05-31 | → |
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