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 | |
|---|---|---|---|---|---|---|---|
| 2301 | KREITLER FINANCIAL LLC | NEW HAVEN | 309056 | $584.9M | 10 | 2026-03-31 | → |
| 2302 | GCI FINANCIAL GROUP, INC. | MENDHAM | 124193 | $145.1M | 3 | 2026-06-30 | → |
| 2303 | CAPITAL INVESTMENT ADVISORS, LLC | ATLANTA | 158055 | $8.21B | 107 | 2026-04-30 | → |
| 2304 | OMNI 360 WEALTH, INC. | PLAINSBORO | 124878 | $425.7M | 8 | 2026-03-31 | → |
| 2305 | SUMMIT WEALTH GROUP LLC | EXETER | 282205 | $761.9M | 10 | 2026-03-31 | → |
| 2306 | VESTGEN INVESTMENT MANAGEMENT, LLC | EGG HARBOR TWP. | 118851 | $786.6M | 21 | 2026-04-30 | → |
| 2307 | SYNERGY INVESTMENT MANAGEMENT LLC | ALTAMONTE SPRINGS | 305961 | $681.5M | 22 | 2026-05-31 | → |
| 2308 | BROAD RUN INVESTMENT MANAGEMENT, LLC | ARLINGTON | 165067 | $681.8M | 6 | 2026-03-31 | → |
| 2309 | LEXINGTON CAPITAL MANAGEMENT LP | LAKEWOOD | 292364 | $153.4M | 9 | 2026-05-31 | → |
| 2310 | STAWNYCHY FINANCIAL SERVICES, INC. | KINNELON | 128859 | $131.2M | 4 | 2026-03-31 | → |
| 2311 | SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC | PROVIDENCE | 109013 | $131.3M | 3 | 2026-03-31 | → |
| 2312 | COMPLETE ADVISORS PLUS LLC | VALLEY STREAM | 307127 | $84.2M | 5 | 2026-03-31 | → |
| 2313 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | FORT LAUDERDALE | 286005 | $722.8M | 42 | 2026-03-31 | → |
| 2314 | CORNERSTONE WEALTH GROUP, LLC | HUNTERSVILLE | 289971 | $2.49B | 50 | 2026-03-31 | → |
| 2315 | AEGIS CAPITAL CORP. | NEW YORK | 15007 | $1.78B | 260 | 2026-02-28 | → |
| 2316 | FIRST CITY CAPITAL MANAGEMENT INC | SAVANNAH | 104780 | $423.7M | 6 | 2026-03-31 | → |
| 2317 | ACT ADVISORS, LLC | ASHEVILLE | 173120 | $498.9M | 10 | 2026-03-31 | → |
| 2318 | OMNIA FAMILY WEALTH, LLC | AVENTURA | 170909 | $994.6M | 10 | 2026-06-30 | → |
| 2319 | FISCAL WISDOM WEALTH MANAGEMENT LLC | CANTON | 168299 | $386.0M | 18 | 2026-04-30 | → |
| 2320 | ANDREW HILL INVESTMENT ADVISORS, INC. | NAPLES | 141590 | $231.3M | 4 | 2026-02-28 | → |
| 2321 | GENESEE CAPITAL ADVISORS, LLC | AUBURN | 167353 | $420.3M | 4 | 2026-06-30 | → |
| 2322 | OBERLAND CAPITAL MANAGEMENT LLC | NEW YORK | 169109 | $3.22B | 23 | 2026-05-31 | → |
| 2323 | SAIPH CAPITAL, LLC | WYCKOFF | 312119 | $459.4M | 4 | 2026-04-30 | → |
| 2324 | GWN SECURITIES INC. | PALM BEACH GARDENS | 128929 | $4.75B | 707 | 2026-04-30 | → |
| 2325 | DEFENDER CAPITAL LLC | CHARLOTTE | 159607 | $510.0M | 3 | 2026-01-31 | → |
| 2326 | ARI GROUP, LLC | NEW YORK | 286049 | $132.8M | 4 | 2026-02-28 | → |
| 2327 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | NEW YORK | 20472 | $37.93B | 1,293 | 2026-04-30 | → |
| 2328 | NAPATREE CAPITAL LLC | WESTERLY | 292776 | $260.0M | 4 | 2025-03-31 | → |
| 2329 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | HENDERSON | 149889 | $162.8M | 3 | 2026-03-31 | → |
| 2330 | MPWM ADVISORY SOLUTIONS LLC | ALPHARETTA | 169885 | $326.9M | 20 | 2026-03-31 | → |
| 2331 | NVEST FINANCIAL, LLC | PORTSMOUTH | 128868 | $688.3M | 16 | 2026-03-31 | → |
| 2332 | CARNEGIE LAKE ADVISORS LLC | PRINCETON | 330024 | $403.0M | 7 | 2026-03-31 | → |
| 2333 | BANYAN CAPITAL MANAGEMENT, INC. | ATLANTA | 108123 | $281.7M | 3 | 2026-02-28 | → |
| 2334 | A.W. JONES ADVISORS, LLC | NEW YORK | 161260 | $667.0M | 6 | 2026-05-31 | → |
| 2335 | XCEL WEALTH MANAGEMENT, LLC | HOLLY HILL | 158863 | $497.9M | 4 | 2026-02-28 | → |
| 2336 | BLACKROCK REALTY ADVISORS INC | NEW YORK | 109457 | $1.12B | 56 | 2026-06-30 | → |
| 2337 | TJT CAPITAL GROUP, LLC | STAMFORD | 150200 | $294.1M | 4 | 2025-04-30 | → |
| 2338 | AZ APICE CAPITAL MANAGEMENT LLC | MIAMI | 281973 | $375.8M | 4 | 2025-03-31 | → |
| 2339 | SPIELBERGER & BROOKS, INC. | WOODBURY | 147197 | $473.8M | 2 | 2026-03-31 | → |
| 2340 | SHORE POINT ADVISORS, LLC | BRIELLE | 296848 | $327.7M | 5 | 2026-03-31 | → |
| 2341 | SENECA FINANCIAL ADVISORS LLC | ROCHESTER | 152824 | $847.2M | 19 | 2026-06-30 | → |
| 2342 | COLLINS ADVISORS, LLC | BUFFALO | 129270 | $176.4M | 3 | 2026-05-31 | → |
| 2343 | BOOTHE INVESTMENT GROUP, INC. | DOVER | 291437 | $369.3M | 8 | 2026-02-28 | → |
| 2344 | INSTRUMENTAL WEALTH, LLC | TAMPA | 310788 | $508.0M | 12 | 2026-03-31 | → |
| 2345 | STILLWATER WEALTH MANAGEMENT GROUP LLC | JUNO BEACH | 309796 | $206.6M | 3 | 2026-06-30 | → |
| 2346 | ELCO MANAGEMENT COMPANY, LLC | NEW YORK | 137036 | $261.2M | 7 | 2026-05-31 | → |
| 2347 | KIRTLAND FINANCIAL MANAGEMENT, INC. | CORAL GABLES | 131138 | $396.1M | 3 | 2026-03-31 | → |
| 2348 | CAPE INVESTMENT ADVISORY, INC. | MCDONOUGH | 146384 | $473.7M | 34 | 2026-03-31 | → |
| 2349 | TRANSATLANTIQUE PRIVATE WEALTH LLC | NEW YORK | 169820 | $878.8M | 11 | 2026-04-30 | → |
| 2350 | RF&L WEALTH MANAGEMENT, LLC | ACTON | 140210 | $381.1M | 3 | 2026-03-31 | → |
| 2351 | GLOBAL LISTING ACCELERATOR SECURITIES LIMITED | NEW YORK | 327603 | $27.0M | 6 | 2026-03-31 | → |
| 2352 | COLLEGIATE CAPITAL MANAGEMENT, INC. | RALEIGH | 118205 | $653.0M | 8 | 2026-03-31 | → |
| 2353 | CREEGAN & NASSOURA FINANCIAL GROUP, LLC | PORTSMOUTH | 116663 | $281.6M | 2 | 2025-11-30 | → |
| 2354 | L.J. ALTFEST & CO., INC. | NEW YORK | 110130 | $1.80B | 42 | 2026-03-31 | → |
| 2355 | INTEGRATED FINANCIAL SOLUTIONS, INC. | RESTON | 112038 | $303.3M | 1 | 2026-02-28 | → |
| 2356 | LIGHTHOUSE FINANCIAL LLC | SAINT PETERSBURG | 137277 | $755.6M | 1 | 2026-06-30 | → |
| 2357 | DIKER MANAGEMENT LLC | NEW YORK | 119786 | $430.0M | 7 | 2026-03-31 | → |
| 2358 | OLIO FINANCIAL PLANNING, LLC | MCLEAN | 282355 | $600.5M | 14 | 2026-03-31 | → |
| 2359 | R. STEWART EADS INVESTMENT COUNSEL, INC. | ATLANTA | 105524 | $240.5M | 6 | 2026-03-31 | → |
| 2360 | KIKER WEALTH MANAGEMENT, LLC | JASPER | 154405 | $395.1M | 9 | 2026-05-31 | → |
| 2361 | SHARIAPORTFOLIO, INC. | LAKE MARY | 173937 | $3.01B | 21 | 2026-04-30 | → |
| 2362 | O'ROURKE & COMPANY, INCORPORATED | BOSTON | 132481 | $555.1M | 4 | 2025-12-31 | → |
| 2363 | MOSELEY INVESTMENT MANAGEMENT, INC. | BRADENTION | 124152 | $456.8M | 7 | 2026-03-31 | → |
| 2364 | LANIER FINANCIAL GROUP LLC | ATHENS | 152945 | $236.2M | 6 | 2026-03-31 | → |
| 2365 | CFM ADVISORS INC | HAUPPAUGE | 111581 | $202.7M | 7 | 2026-03-31 | → |
| 2366 | WILSON GROUP FINANCIAL MANAGEMENT, LLC | ORLANDO | 339651 | $125.1M | 9 | 2026-05-31 | → |
| 2367 | FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC | CHARLOTTESVILLE | 136069 | $333.0M | 4 | 2026-03-31 | → |
| 2368 | CANTY FINANCIAL MANAGEMENT, INC. | BALLSTON SPA | 118945 | $254.0M | 5 | 2026-01-31 | → |
| 2369 | MAY BARNHARD INVESTMENTS LLC | BETHESDA | 170858 | $316.9M | 13 | 2026-06-30 | → |
| 2370 | ALTA WEALTH ADVISORS LLC | WOBURN | 293675 | $664.6M | 15 | 2026-06-30 | → |
| 2371 | SPP CREDIT ADVISORS LLC | NEW YORK | 314442 | $15.4M | 7 | 2026-03-31 | → |
| 2372 | DESTINY FAMILY OFFICE | TAVARES | 338015 | $605.1M | 7 | 2026-06-30 | → |
| 2373 | CHIRON CAPITAL MANAGEMENT, LLC | TALLAHASSEE | 308286 | $242.6M | 6 | 2026-03-31 | → |
| 2374 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | ATLANTA | 105302 | $623.7M | 9 | 2026-06-30 | → |
| 2375 | TOLLEY FINANCIAL GROUP, LLC | RALEIGH | 302115 | $121.9M | 1 | 2026-04-30 | → |
| 2376 | HARDIN CAPITAL PARTNERS, LLC | GREENVILLE | 153023 | $447.8M | 3 | 2026-02-28 | → |
| 2377 | REGISTER FINANCIAL ADVISORS, LLC | ATLANTA | 143884 | $488.5M | 15 | 2026-04-30 | → |
| 2378 | OSPREY CAPITAL MANAGEMENT CORP. | MIAMI BEACH | 172524 | $197.2M | 1 | 2026-02-28 | → |
| 2379 | FINANCIAL TRUST ASSET MANAGEMENT CHARTERED | BOCA RATON | 108998 | $141.9M | 5 | 2026-05-31 | → |
| 2380 | WASHBURN CAPITAL MANAGEMENT INC. | VERO BEACH | 125708 | $253.6M | 3 | 2026-02-28 | → |
| 2381 | VIRTUS ADVISERS, LLC | HARTFORD | 168955 | $1.42B | 8 | 2026-03-31 | → |
| 2382 | RIVERBEND WEALTH MANAGEMENT, LLC | MYRTLE BEACH | 302031 | $281.0M | 8 | 2026-03-31 | → |
| 2383 | RED REEF ADVISORS LLC | BOCA RATON | 174748 | $135.0M | 3 | 2026-03-31 | → |
| 2384 | WARNER GROUP LLC | MADISON | 334877 | $458.5M | 20 | 2026-04-30 | → |
| 2385 | NEW AGE ALPHA ADVISORS, LLC | RYE | 299011 | $2.51B | 42 | 2026-02-28 | → |
| 2386 | GLAXIS CAPITAL MANAGEMENT, LLC | SARASOTA | 134227 | $160.8M | 5 | 2026-03-31 | → |
| 2387 | DUTCH ASSET CORPORATION | SELKIRK | 170884 | $186.9M | 10 | 2026-06-30 | → |
| 2388 | PROVIDENCE CAPITAL ADVISORS, LLC | CHARLOTTE | 174631 | $1.07B | 14 | 2026-03-31 | → |
| 2389 | CRESCENT HILL PARTNERS LLC | SARATOGA SPRINGS | 166276 | $298.8M | 1 | 2026-01-31 | → |
| 2390 | TARHEEL ADVISORS, LLC | CHAPEL HILL | 149308 | $137.8M | 2 | 2026-01-31 | → |
| 2391 | FORZA WEALTH MANAGEMENT, LLC | SARASOTA | 281075 | $422.4M | 4 | 2026-03-31 | → |
| 2392 | BIRCHBROOK | BANGOR | 105164 | $296.5M | 7 | 2026-04-30 | → |
| 2393 | NEW HARBOR FINANCIAL GROUP, LLC | WORCESTER | 155528 | $820.9M | 9 | 2026-04-30 | → |
| 2394 | HT PARTNERS LLC | CENTERBROOK | 147400 | $556.3M | 7 | 2026-03-31 | → |
| 2395 | RIVERSIDE PARTNERS, LLC | NEW YORK | 160523 | $13.53B | 248 | 2026-03-31 | → |
| 2396 | AMERICAN FINANCIAL ADVISORS, LLC. | MARIETTA | 115824 | $950.2M | 7 | 2026-05-31 | → |
| 2397 | ONE + ONE WEALTH MANAGEMENT, LLC | JUPITER | 310906 | $383.0M | 5 | 2026-02-28 | → |
| 2398 | AGF INVESTMENTS LLC | BOSTON | 153781 | $4.92B | 33 | 2026-06-30 | → |
| 2399 | CAPASSO PLANNING PARTNERS LLC | CHARLESTON | 294673 | $274.2M | 5 | 2026-04-30 | → |
| 2400 | NEW ENGLAND PROFESSIONAL PLANNING GROUP INC. | WESTERLY | 108868 | $1.32B | 16 | 2026-03-31 | → |
Related Lists
Sleeve3,543 firms · 2026-06-30