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 | |
|---|---|---|---|---|---|---|---|
| 2001 | RIVER PARTNERS CAPITAL MANAGEMENT, LP | NEW YORK | 172496 | $1.32B | 13 | 2026-06-30 | → |
| 2002 | CANOPY 360 WEALTH, LLC | OCALA | 296771 | $382.8M | 9 | 2026-01-31 | → |
| 2003 | INTEGRATED WEALTHCARE, LLC | DURHAM | 312929 | $218.2M | 11 | 2026-03-31 | → |
| 2004 | G. A. REPPLE & COMPANY | CASSELBERRY | 17486 | $716.3M | 53 | 2026-03-31 | → |
| 2005 | WELCY CAPITAL ADVISORS LLC | MIAMI | 154782 | $225.7M | 10 | 2026-03-31 | → |
| 2006 | BEATRICE ADVISORS LP | NEW YORK | 332668 | $282.3M | 11 | 2026-06-30 | → |
| 2007 | NOVUS ADVISORS, LLC | GREENVILLE | 157908 | $91.3M | 5 | 2026-04-30 | → |
| 2008 | BASSAM WEALTH MANAGEMENT, LLC | PALM BEACH | 330695 | $241.0M | 3 | 2026-03-31 | → |
| 2009 | CLOCKWISE CAPITAL LLC | MIAMI | 175233 | $67.5M | 3 | 2026-03-31 | → |
| 2010 | BRYANT WOODS INVESTMENT ADVISORS, LLC | GETZVILLE | 109379 | $679.7M | 8 | 2026-03-31 | → |
| 2011 | CAMPION ASSET MANAGEMENT, LLC | FAIRFAX | 134002 | $228.8M | 3 | 2026-03-31 | → |
| 2012 | NORTHCAPE WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 312350 | $706.1M | 6 | 2026-04-30 | → |
| 2013 | MUSSETT WEALTH MANAGEMENT, LLC | RENSSELAER | 158463 | $110.4M | 2 | 2026-03-31 | → |
| 2014 | APPLIED FUNDAMENTAL RESEARCH, LLC | CAMBRIDGE | 167645 | $142.9M | 5 | 2026-04-30 | → |
| 2015 | TUFTON CAPITAL MANAGEMENT, LLC | HUNT VALLEY | 113543 | $463.8M | 9 | 2026-04-30 | → |
| 2016 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | BOSTON | 282573 | $610.0M | 11 | 2026-03-31 | → |
| 2017 | ANDALUSIAN CREDIT PARTNERS, LLC | NEW YORK | 324744 | $541.3M | 16 | 2026-03-31 | → |
| 2018 | ALLIANCE WEALTH STRATEGIES, LLC | LYNCHBURG | 173559 | $330.7M | 7 | 2026-03-31 | → |
| 2019 | STRATACORE CAPITAL MANAGEMENT, LLC | NEW YORK | 171163 | $97.0M | 2 | 2026-03-31 | → |
| 2020 | BAYSHORE ASSET MANAGEMENT, LLC | CORAL GABLES | 144191 | $740.1M | 4 | 2026-03-31 | → |
| 2021 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | RICHMOND | 149842 | $1.02B | 9 | 2026-03-31 | → |
| 2022 | W. H. REAVES & CO., INC. | JERSEY CITY | 3140 | $5.94B | 21 | 2026-02-28 | → |
| 2023 | TAR RIVER WEALTH PLANNING, LLC | LOUISBURG | 328530 | $401.2M | 9 | 2026-02-28 | → |
| 2024 | WEALTH MANAGEMENT RESOURCES, INC. | SMITHFIELD | 45452 | $385.2M | 9 | 2026-05-31 | → |
| 2025 | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | PORTSMOUTH | 170442 | $528.3M | 14 | 2026-03-31 | → |
| 2026 | GLEN EAGLE ADVISORS, LLC | KINGSTON | 282920 | $1.03B | 21 | 2026-04-30 | → |
| 2027 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 144733 | $1.54B | 30 | 2026-03-31 | → |
| 2028 | CARSWELL INVESTMENTS, LLC | EAST SYRACUSE | 158205 | $322.5M | 2 | 2026-03-31 | → |
| 2029 | RIALTO WEALTH MANAGEMENT, LLC | SYRACUSE | 319411 | $625.9M | 7 | 2026-03-31 | → |
| 2030 | UYANA PARTNERS LLC | MIAMI | 300280 | $115.0M | 8 | 2026-04-30 | → |
| 2031 | JC CAPITAL ADVISORS GROUP LLC | STAMFORD | 339298 | $263.0M | 2 | 2026-06-30 | → |
| 2032 | VCP FINANCIAL LLC | STATEN ISLAND | 167901 | $142.6M | 5 | 2026-02-28 | → |
| 2033 | ELLEVEST, INC. | NEW YORK | 175476 | $1.13B | 19 | 2026-06-30 | → |
| 2034 | BOYAR ASSET MANAGEMENT INC | NEW YORK | 105255 | $228.2M | 9 | 2026-05-31 | → |
| 2035 | MAIDEN COVE CAPITAL, LLC | YARMOUTH | 312478 | $153.7M | 3 | 2026-03-31 | → |
| 2036 | FOUNDERS CAPITAL MANAGEMENT, LLC | HARTFORD | 118853 | $920.3M | 5 | 2026-02-28 | → |
| 2037 | FCIG WEALTH MANAGEMENT, LLC | PLAINFIELD | 329906 | $282.5M | 4 | 2026-06-30 | → |
| 2038 | CENTURION WEALTH MANAGEMENT, LLC | MCLEAN | 317929 | $784.0M | 14 | 2026-06-30 | → |
| 2039 | VISION ONE MANAGEMENT PARTNERS, LP | MIAMI | 316551 | $184.7M | 6 | 2026-03-31 | → |
| 2040 | THE HIGH NET WORTH ADVISORY GROUP, LLC | NAPLES | 309997 | $861.7M | 9 | 2026-01-31 | → |
| 2041 | BUCHANAN WEALTH MANAGEMENT, LLC | RESTON | 316629 | $212.0M | 4 | 2026-03-31 | → |
| 2042 | UNFCU ADVISORS LLC | LONG ISLAND CITY | 136572 | $30.4M | 4 | 2026-03-31 | → |
| 2043 | TWIN GRYPHON ADVISORS LLC | MARSHFIELD | 297264 | $126.5M | 4 | 2026-03-31 | → |
| 2044 | ARGO WEALTH ADVISORY, LLC | MCLEAN | 334041 | $256.2M | 2 | 2025-12-31 | → |
| 2045 | WEALTHCARE INVESTMENT PARTNERS LLC | PORTSMOUTH | 296475 | $859.6M | 12 | 2026-03-31 | → |
| 2046 | GLOBAL WEALTH MANAGEMENT, L.C. | DEERFIELD BEACH | 150743 | $184.2M | 4 | 2026-03-31 | → |
| 2047 | AMERICAN ALPHA ADVISORS, LLC | NEW YORK | 291796 | $362.8M | 3 | 2026-03-31 | → |
| 2048 | HENDERSON FINANCIAL GROUP LLC | VIRGINIA BEACH | 333013 | $136.4M | 5 | 2026-06-30 | → |
| 2049 | BRIGHTON SECURITIES CORP. | ROCHESTER | 3875 | $931.0M | 26 | 2026-04-30 | → |
| 2050 | SEACREST WEALTH MANAGEMENT, LLC | PURCHASE | 147092 | $1.53B | 47 | 2026-03-31 | → |
| 2051 | EMERGE CAPITAL MANAGEMENT INC. | BUFFALO | 284581 | $30.0M | 5 | 2025-06-30 | → |
| 2052 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | BOCA RATON | 126767 | $1.20B | 12 | 2026-03-31 | → |
| 2053 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | FLORENCE | 121006 | $460.5M | 9 | 2026-03-31 | → |
| 2054 | SARD WEALTH MANAGEMENT GROUP, LLC | ATLANTA | 123457 | $464.0M | 3 | 2026-02-28 | → |
| 2055 | LIFESTYLE FREEDOM ADVISORY GROUP, LLC | BRADENTON | 283512 | $156.8M | 5 | 2026-03-31 | → |
| 2056 | ULLMAN JOHN & ASSOCIATES INC | HORSEHEADS | 105361 | $1.51B | 58 | 2026-03-31 | → |
| 2057 | CMH WEALTH MANAGEMENT, LLC | PORTSMOUTH | 150138 | $813.4M | 9 | 2026-05-31 | → |
| 2058 | MONEYWISE INC | FOREST | 105103 | $449.2M | 10 | 2026-02-28 | → |
| 2059 | MERIDIAN FINANCIAL PARTNERS LLC | WARRENTON | 281969 | $627.6M | 7 | 2026-03-31 | → |
| 2060 | PRINCETON VALUE PARTNERS LLC | NEW YORK | 313153 | $57.4M | 2 | 2026-03-31 | → |
| 2061 | JEMMA INVESTMENT ADVISORS LLC | BALTIMORE | 284198 | $139.8M | 5 | 2026-04-30 | → |
| 2062 | ATCAP PARTNERS, LLC | ROCKVILLE | 158214 | $195.5M | 26 | 2026-04-30 | → |
| 2063 | RESOURCE 1, INC. | NORFOLK | 115816 | $132.7M | 2 | 2026-03-31 | → |
| 2064 | ALLGEN FINANCIAL ADVISORS, INC. | ORLANDO | 126877 | $475.2M | 17 | 2026-03-31 | → |
| 2065 | BERNARD CAROLI WEALTH MANAGEMENT INC. | RUMSON | 174761 | $469.7M | 6 | 2026-02-28 | → |
| 2066 | BLUE FIN CAPITAL, INC. | WARREN | 108451 | $755.9M | 4 | 2026-03-31 | → |
| 2067 | RIDGEWOOD INVESTMENTS LLC | SPRINGFIELD | 121220 | $419.2M | 7 | 2026-04-30 | → |
| 2068 | SAYBROOK CAPITAL CORP | SAG HARBOR | 107679 | $502.7M | 4 | 2026-02-28 | → |
| 2069 | J. L. BAINBRIDGE & CO., INC. | SARASOTA | 108058 | $1.37B | 11 | 2026-03-31 | → |
| 2070 | TOTAL SOLUTIONS ENTERPRISE LLC | CHARLOTTE | 318036 | $305.0M | 8 | 2026-04-30 | → |
| 2071 | SAPERE WEALTH MANAGEMENT, LLC | MATTHEWS | 119598 | $604.8M | 7 | 2026-03-31 | → |
| 2072 | MANGROVE PARTNERS IM, LLC | GREENWICH | 162296 | $2.71B | 19 | 2026-03-31 | → |
| 2073 | GLOBAL FINANCIAL PRIVATE CLIENT, LLC | SARASOTA | 290006 | $828.3M | 6 | 2026-03-31 | → |
| 2074 | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC | BOCA RATON | 288030 | $193.5M | 5 | 2026-03-31 | → |
| 2075 | MMBG INVESTMENT ADVISORS CO. | MIAMI | 285263 | $2.98B | 14 | 2026-03-31 | → |
| 2076 | WNY ASSET MANAGEMENT, LLC | WILLIAMSVILLE | 153872 | $1.73B | 35 | 2026-03-31 | → |
| 2077 | GREAT POINT WEALTH ADVISORS, LLC | BOSTON | 147082 | $725.8M | 5 | 2026-03-31 | → |
| 2078 | HUBER, WEAKLAND & ASSOCIATES, INC. | ELLICOTT CITY | 120745 | $295.3M | 4 | 2026-03-31 | → |
| 2079 | FLORIAN FINANCIAL GROUP LLC | WILLIAMSVILLE | 123869 | $215.0M | 8 | 2026-06-30 | → |
| 2080 | HILTON HEAD FINANCIAL ADVISORS, INC. | HILTON HEAD | 140249 | $375.1M | 3 | 2026-03-31 | → |
| 2081 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | ALEXANDRIA | 165689 | $1.60B | 39 | 2026-04-30 | → |
| 2082 | TAURUS FINANCIAL LLC | JERSEY CITY | 335067 | $162.5M | 3 | 2026-05-31 | → |
| 2083 | CURBSTONE FINANCIAL MANAGEMENT CORPORATION | MANCHESTER | 13348 | $411.7M | 10 | 2026-06-30 | → |
| 2084 | TRIANGLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 329567 | $171.8M | 13 | 2026-03-31 | → |
| 2085 | FAMILY WEALTH PARTNERS, LLC | MATTHEWS | 317764 | $392.4M | 11 | 2026-05-31 | → |
| 2086 | PATHFINDER WEALTH CONSULTING, INC. | WILMINGTON | 336658 | $865.5M | 17 | 2026-03-31 | → |
| 2087 | HEROLD ADVISORS, INC. | NEW YORK | 105090 | $540.2M | 9 | 2026-04-30 | → |
| 2088 | SINGER WEALTH ADVISORS LLC | BOCA RATON | 317218 | $782.4M | 40 | 2026-02-28 | → |
| 2089 | STARR-MATHEWS FINANCIAL, LLC | CALHOUN | 166199 | $158.6M | 6 | 2026-03-31 | → |
| 2090 | DERIVATY CO | WHITE PLAINS | 310249 | $28.0M | 3 | 2026-03-31 | → |
| 2091 | LEIGH BALDWIN & CO., LLC | CAZENOVIA | 38751 | $290.6M | 16 | 2026-05-31 | → |
| 2092 | ASSET MANAGEMENT GROUP, INC. | STAMFORD | 110116 | $898.3M | 6 | 2026-03-31 | → |
| 2093 | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | WINSTON SALEM | 114471 | $487.1M | 7 | 2026-03-31 | → |
| 2094 | MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. | ORLEANS | 105522 | $172.0M | 5 | 2026-03-31 | → |
| 2095 | KEATING INVESTMENT COUNSELORS INC | DELRAY BEACH | 110134 | $383.1M | 3 | 2026-04-30 | → |
| 2096 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC | HINGHAM | 286635 | $1.09B | 7 | 2026-05-31 | → |
| 2097 | HOLCOMBE FINANCIAL, INC. | ATLANTA | 142238 | $451.6M | 5 | 2026-06-30 | → |
| 2098 | BARD FINANCIAL SERVICES, INC. | BRANFORD | 110017 | $639.4M | 6 | 2025-03-31 | → |
| 2099 | HERBERT J. SIMS CAPITAL MANAGEMENT, INC. | FAIRFIELD | 134510 | $436.9M | 30 | 2026-04-30 | → |
| 2100 | TASSEL CAPITAL MANAGEMENT, INC. | MATTHEWS | 121112 | $266.0M | 5 | 2026-01-31 | → |
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