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 | |
|---|---|---|---|---|---|---|---|
| 2201 | LESKO SECURITIES, INC. | VESTAL | 10091 | $728.5M | 22 | 2026-03-31 | → |
| 2202 | TAGLICH BROTHERS, INC. | COLD SPRING HARBOR | 29102 | $37.7M | 5 | 2026-03-31 | → |
| 2203 | CARSON ADVISORY, INC. | ATHENS | 117410 | $864.9M | 7 | 2026-04-30 | → |
| 2204 | ASPECT PARTNERS, LLC | FAIRFAX | 307273 | $418.2M | 8 | 2026-04-30 | → |
| 2205 | GREENLINE WEALTH MANAGEMENT LLC | BOCA RATON | 298397 | $117.0M | 6 | 2026-04-30 | → |
| 2206 | CONCURRENT INVESTMENT ADVISORS, LLC | TAMPA | 323135 | $15.73B | 188 | 2026-06-30 | → |
| 2207 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | GLASTONBURY | 112243 | $501.2M | 8 | 2025-04-30 | → |
| 2208 | BALLAST ROCK PRIVATE WEALTH LLC | CHARLESTON | 322064 | $405.7M | 9 | 2026-03-31 | → |
| 2209 | RESTON WEALTH MANAGEMENT, LLC. | RESTON | 148816 | $589.9M | 8 | 2026-03-31 | → |
| 2210 | QUESTMONT VIRTUAL FAMILY OFFICE, LLC | TAMPA | 335307 | $435.6M | 9 | 2026-03-31 | → |
| 2211 | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC. | NEW YORK | 131796 | $357.5M | 11 | 2026-03-31 | → |
| 2212 | PFS PARTNERS, LLC | MINE HILL | 147872 | $435.6M | 16 | 2026-02-28 | → |
| 2213 | GOODHAVEN CAPITAL MANAGEMENT, LLC | MILLBURN | 156032 | $405.3M | 5 | 2026-03-31 | → |
| 2214 | RUGGIERO INVESTMENTS, INC. | WEST PALM BEACH | 169180 | $137.6M | 5 | 2026-03-31 | → |
| 2215 | ALLSQUARE WEALTH MANAGEMENT, LLC | ALBANY | 153591 | $307.8M | 5 | 2026-05-31 | → |
| 2216 | PRINCETON CAPITAL MANAGEMENT LLC | RED BANK | 113926 | $435.5M | 10 | 2026-04-30 | → |
| 2217 | LANDMARK WEALTH MANAGEMENT, LLC | MELVILLE | 158693 | $442.0M | 6 | 2026-06-30 | → |
| 2218 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | CORAL GABLES | 144601 | $121.9M | 17 | 2025-10-31 | → |
| 2219 | SCALA CAPITAL LLC | MIAMI | 156165 | $380.5M | 12 | 2026-01-31 | → |
| 2220 | OMEGA CAPITAL MANAGEMENT,LLC | FLANDERS | 129167 | $139.7M | 2 | 2026-03-31 | → |
| 2221 | ARGUS INVESTORS' COUNSEL, INC. | NEW YORK | 106981 | $137.3M | 8 | 2026-01-31 | → |
| 2222 | PERENNIAL ADVISORS, LLC | NEW YORK | 168859 | $761.9M | 5 | 2026-03-31 | → |
| 2223 | MTM INVESTMENT MANAGEMENT, LLC | SPARTANBURG | 297500 | $678.1M | 8 | 2026-03-31 | → |
| 2224 | FIRST CITIZENS INVESTOR SERVICES, INC. | RALEIGH | 44430 | $2.63B | 352 | 2026-05-31 | → |
| 2225 | HILTON HEAD CAPITAL PARTNERS, LLC | HILTON HEAD ISLAND | 299375 | $409.5M | 6 | 2026-03-31 | → |
| 2226 | SQUAREPOINT OPS LLC | NEW YORK | 172116 | $226.98B | 69 | 2026-04-30 | → |
| 2227 | EDGE WEALTH MANAGEMENT, LLC | NEW YORK | 142380 | $827.2M | 7 | 2026-02-28 | → |
| 2228 | WALSH & ASSOCIATES, LLC | SARASOTA | 144441 | $827.7M | 15 | 2026-03-31 | → |
| 2229 | CHECKS & BALANCES, INC. | ATLANTA | 112145 | $251.1M | 1 | 2026-01-31 | → |
| 2230 | GIVERNY CAPITAL ASSET MANAGEMENT LLC | NEW YORK | 306473 | $599.4M | 3 | 2026-03-31 | → |
| 2231 | RMR WEALTH MANAGEMENT | NEW YORK | 152266 | $195.4M | 7 | 2026-03-31 | → |
| 2232 | IMPACT PARTNERSHIP WEALTH, LLC | MARIETTA | 313928 | $2.96B | 100 | 2026-03-31 | → |
| 2233 | PRIVATE WEALTH GROUP, LLC | TAMPA | 128560 | $274.0M | 2 | 2026-04-30 | → |
| 2234 | C-III INVESTMENT MANAGEMENT LLC | NEW YORK | 156553 | $2.47B | 80 | 2026-03-31 | → |
| 2235 | STEWARD ADVISORS GROUP, LLC | HALFMOON | 321846 | $105.4M | 11 | 2026-03-31 | → |
| 2236 | ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. | ELMHURST | 106574 | $293.5M | 3 | 2026-03-31 | → |
| 2237 | 5C CAPITAL MANAGEMENT, LLC | WOODCLIFF LAKE | 284213 | $648.1M | 7 | 2026-03-31 | → |
| 2238 | MEDALLION WEALTH ADVISORS, LLC | FARMINGTON | 156064 | $516.9M | 7 | 2026-03-31 | → |
| 2239 | BIRINYI ASSOCIATES, INC. | WESTPORT | 107169 | $471.7M | 4 | 2026-02-28 | → |
| 2240 | ARAGON CAPITAL LLC | FORT LAUDERDALE | 166958 | $349.3M | 10 | 2026-03-31 | → |
| 2241 | SOUND MARK PARTNERS, LLC | GREENWICH | 169037 | $272.0M | 6 | 2026-03-31 | → |
| 2242 | THE GMS GROUP, LLC | EAST HANOVER | 8000 | $19.8M | 15 | 2026-03-31 | → |
| 2243 | BROADWATER CAPITAL MANAGEMENT LLC | BOSTON | 125509 | $161.0M | 1 | 2026-03-31 | → |
| 2244 | ROWLAND MILLER + PARTNERS LLC | ATLANTA | 226629 | $635.9M | 5 | 2026-03-31 | → |
| 2245 | ACCORDANT ADVISORY GROUP, INC. | ANNAPOLIS | 117474 | $278.0M | 3 | 2026-06-30 | → |
| 2246 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | ALBANY | 146655 | $406.5M | 9 | 2026-03-31 | → |
| 2247 | BARRY INVESTMENT ADVISORS, LLC | NEW BEDFORD | 144955 | $846.8M | 12 | 2026-03-31 | → |
| 2248 | PALLAS CAPITAL ADVISORS, LLC | BRAINTREE | 310327 | $4.31B | 28 | 2026-04-30 | → |
| 2249 | LONG ISLAND FINANCIAL LLC | HUNTINGTON | 337288 | $65.2M | 1 | 2026-01-31 | → |
| 2250 | PARABLE, LLC | ST AUGUSTINE | 304873 | $176.3M | 5 | 2026-06-30 | → |
| 2251 | GREEN RIDGE WEALTH PLANNING LLC | MONTVILLE | 304236 | $389.6M | 11 | 2026-02-28 | → |
| 2252 | CDM FINANCIAL COUNSELING SERVICES, INC. | NORWICH | 126295 | $315.4M | 2 | 2026-01-31 | → |
| 2253 | BLACKDIAMOND WEALTH MANAGEMENT, LLC | NEW YORK | 291459 | $424.0M | 10 | 2026-03-31 | → |
| 2254 | THE NORTHSTAR GROUP, INC. | NEW YORK | 110409 | $1.01B | 6 | 2026-03-31 | → |
| 2255 | PRENTICE WEALTH MANAGEMENT LLC | ROCHESTER | 160052 | $567.5M | 14 | 2026-05-31 | → |
| 2256 | OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC | ROCKVILLE | 168342 | $407.2M | 10 | 2025-03-31 | → |
| 2257 | 33 CAPITAL MANAGEMENT LLC | GREENWICH | 326780 | $112.7M | 11 | 2026-03-31 | → |
| 2258 | BURKETT FINANCIAL SERVICES, LLC | ROCK HILL | 140168 | $572.6M | 7 | 2026-02-28 | → |
| 2259 | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | RED BANK | 133088 | $673.8M | 32 | 2026-03-31 | → |
| 2260 | CONIFER INVESTMENTS LTD | WEST HARTFORD | 106159 | $524.0M | 3 | 2026-03-31 | → |
| 2261 | GIBBS WEALTH MANAGEMENT, LLC | ALPHARETTA | 281621 | $1.06B | 147 | 2026-04-30 | → |
| 2262 | SOVEREIGN FINANCIAL GROUP, INC. | STAMFORD | 294314 | $1.08B | 31 | 2026-06-30 | → |
| 2263 | ACCRETIVE WEALTH PARTNERS, LLC | PARSIPPANY | 299544 | $504.5M | 3 | 2026-06-30 | → |
| 2264 | SINDIA CAPITAL ADVISERS, LLC | SOMERS POINT | 333325 | $423.4M | 1 | 2026-03-31 | → |
| 2265 | SANDIA INVESTMENT MANAGMENT LP | BOSTON | 311098 | $625.4M | 6 | 2026-06-30 | → |
| 2266 | BYRNE ASSET MANAGEMENT, LLC | KINGSTON | 125221 | $268.7M | 5 | 2026-03-31 | → |
| 2267 | SUMMIT WEALTH PARTNERS, LLC | ORLANDO | 283648 | $675.7M | 21 | 2026-03-31 | → |
| 2268 | INVERSIONES SURA CORP | MIAMI | 318065 | $160.2M | 1 | 2026-06-30 | → |
| 2269 | AUOUR INVESTMENTS LLC | WOBURN | 173392 | $378.0M | 7 | 2026-03-31 | → |
| 2270 | GALLERIA FINANCIAL ADVISORS, LLC | ATLANTA | 133673 | $239.2M | 2 | 2026-02-28 | → |
| 2271 | L&L PARTNERS WEALTH MANAGEMENT, LLC | SUFFERN | 140077 | $81.8M | 2 | 2026-03-31 | → |
| 2272 | ACASTA PARTNERS US LLC | BOCA RATON | 335005 | $4.72B | 4 | 2026-02-28 | → |
| 2273 | WBH ADVISORY, INC. | BALTIMORE | 105289 | $1.74B | 16 | 2026-04-30 | → |
| 2274 | STERLING FINANCIAL PLANNING INC | SPARTA | 108664 | $760.8M | 8 | 2026-03-31 | → |
| 2275 | KIZE CAPITAL LP | NEW YORK | 305608 | $264.9M | 4 | 2026-03-31 | → |
| 2276 | SOUND INCOME STRATEGIES, LLC | FORT LAUDERDALE | 173272 | $4.18B | 134 | 2026-01-31 | → |
| 2277 | PENBROOK MANAGEMENT LLC | NEW YORK | 127269 | $175.4M | 4 | 2026-05-31 | → |
| 2278 | SYKON CAPITAL LLC | HARRISON | 326728 | $350.1M | 8 | 2026-06-30 | → |
| 2279 | MEZZASALMA ADVISORS, LLC | TINTON FALLS | 129045 | $534.4M | 8 | 2026-03-31 | → |
| 2280 | CONGRESS PARK CAPITAL LLC | SARATOGA SPRINGS | 150309 | $422.3M | 4 | 2026-03-31 | → |
| 2281 | CYCAP PARTNERS, LLC | TALLAHASSEE | 335347 | $143.2M | 6 | 2026-03-31 | → |
| 2282 | FR FINANCIAL ADVISORS LLC | CORAL SPRINGS | 135980 | $135.7M | 2 | 2026-03-31 | → |
| 2283 | LESLIE MARIE GIORDANO | GARDEN CITY | 126274 | $62.6M | 1 | 2026-06-30 | → |
| 2284 | PARAGON FINANCIAL SERVICES | RICHMOND | 164832 | $383.7M | 7 | 2026-03-31 | → |
| 2285 | FIRESTONE CAPITAL MANAGEMENT INC | SOUTH MIAMI | 106366 | $806.2M | 7 | 2026-06-30 | → |
| 2286 | FULTON BREAKEFIELD BROENNIMAN,LLC | BETHESDA | 108967 | $2.39B | 21 | 2026-03-31 | → |
| 2287 | GUIRY CAPITAL MANAGEMENT, LLC | PALM BEACH GARDENS | 122056 | $204.3M | 2 | 2026-03-31 | → |
| 2288 | BEACON FINANCIAL ADVISORS, INC. | RYE BROOK | 119672 | $228.0M | 4 | 2026-03-31 | → |
| 2289 | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC | RICHMOND | 309329 | $469.5M | 5 | 2026-03-31 | → |
| 2290 | ROXBURY FINANCIAL LLC | MOUNT ARLINGTON | 330547 | $180.5M | 3 | 2026-02-28 | → |
| 2291 | GENNX360 MANAGEMENT COMPANY, LLC | NEW YORK | 160331 | $2.69B | 21 | 2026-03-31 | → |
| 2292 | HV CAPITAL MANAGEMENT, LLC | MONTGOMERY | 339467 | $71.5M | 4 | 2026-05-31 | → |
| 2293 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | BETHESDA | 132804 | $405.7M | 6 | 2026-03-31 | → |
| 2294 | NEWERA WEALTH ADVISORS, INC. | CORAL GABLES | 331612 | $21.7M | 2 | 2025-02-28 | → |
| 2295 | SC&H FINANCIAL ADVISORS, INC. | HUNT VALLEY | 120666 | $1.23B | 24 | 2026-02-28 | → |
| 2296 | SKY INVESTMENT GROUP LLC | HARTFORD | 134001 | $931.0M | 11 | 2026-03-31 | → |
| 2297 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | ROCKVILLE | 109232 | $316.4M | 4 | 2026-03-31 | → |
| 2298 | AGNELLO FINANCIAL GROUP, INC. | WEST PALM BEACH | 141522 | $378.6M | 4 | 2026-02-28 | → |
| 2299 | EVERMAY WEALTH MANAGEMENT, LLC | ARLINGTON | 149230 | $1.33B | 24 | 2026-03-31 | → |
| 2300 | PINNACLE INVESTMENTS, LLC | EAST SYRACUSE | 142910 | $1.29B | 60 | 2026-06-30 | → |
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