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 | |
|---|---|---|---|---|---|---|---|
| 2401 | STONE TEMPLE PARTNERS LLC | NEW YORK | 332833 | $668.7M | 14 | 2026-06-30 | → |
| 2402 | ELEVATUS WEALTH MANAGEMENT, LLC | VICTOR | 325629 | $513.4M | 9 | 2026-06-30 | → |
| 2403 | PBMARES WEALTH MANAGEMENT LLC | WILLIAMSBURG | 116218 | $1.30B | 22 | 2025-11-30 | → |
| 2404 | SOLIST WEALTH, LLC | TAMPA | 329317 | $130.1M | 1 | 2026-06-30 | → |
| 2405 | BRAVE ASSET MANAGEMENT, INC. | SUMMIT | 108512 | $624.3M | 7 | 2026-03-31 | → |
| 2406 | MASSACHUSETTS WEALTH MANAGEMENT, LLC | NORTH ANDOVER | 160235 | $301.5M | 3 | 2026-03-31 | → |
| 2407 | CAPE ANN CAPITAL, INC. | CONCORD | 128942 | $193.0M | 2 | 2026-03-31 | → |
| 2408 | TENZING FINANCIAL LLC | WILLIAMSBURG | 335259 | $231.1M | 5 | 2026-02-28 | → |
| 2409 | BERGAMOT ASSET MANAGEMENT LP | PRINCETON | 309424 | $106.5M | 8 | 2026-05-31 | → |
| 2410 | CORE WEALTH MANAGEMENT, INC. | JUPITER | 162870 | $404.7M | 4 | 2026-03-31 | → |
| 2411 | DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. | NORWELL | 171813 | $338.8M | 5 | 2026-03-31 | → |
| 2412 | 1 NORTH WEALTH SERVICES, LLC | ANNAPOLIS | 115948 | $320.4M | 6 | 2026-03-31 | → |
| 2413 | GREAT DIAMOND PARTNERS, LLC | PORTLAND | 299598 | $804.1M | 12 | 2026-04-30 | → |
| 2414 | PKS ADVISORY SERVICES, LLC | ALBANY | 125648 | $1.09B | 45 | 2026-06-30 | → |
| 2415 | CROWN WEALTH GROUP LLC | CHARLOTTE | 299732 | $437.5M | 10 | 2026-01-31 | → |
| 2416 | FSA WEALTH MANAGEMENT, LLC | NEEDHAM | 288525 | $459.3M | 6 | 2025-03-31 | → |
| 2417 | MD WEALTH ADVISORS INC | CRANFORD | 304595 | $105.2M | 1 | 2026-04-30 | → |
| 2418 | SAOS CAPITAL, LLC | MOUNT PLEASANT | 159515 | $239.1M | 4 | 2026-05-31 | → |
| 2419 | CHIPSER WEALTH MANAGEMENT, LLC | DESTIN | 306396 | $140.0M | 3 | 2026-01-31 | → |
| 2420 | AEM ASSET MANAGEMENT, LLC | SOMERSET | 310360 | $117.9M | 2 | 2026-03-31 | → |
| 2421 | REDWOOD CAPITAL MANAGEMENT, LLC | NEW YORK | 158243 | $10.96B | 33 | 2026-05-31 | → |
| 2422 | EAGLESTONE WEALTH ADVISORS, INC. | ROCKVILLE | 141014 | $197.7M | 6 | 2025-11-30 | → |
| 2423 | GMT CAPITAL CORP. | ATLANTA | 160404 | $6.90B | 19 | 2026-03-31 | → |
| 2424 | CHARTER OAK CAPITAL MANAGEMENT, LLC | PORTSMOUTH | 120870 | $1.57B | 27 | 2026-04-30 | → |
| 2425 | GRANITE ISLANDS PRIVATE WEALTH, LLC | GUILFORD | 336263 | $229.9M | 4 | 2026-06-30 | → |
| 2426 | PERSONAL CFO SOLUTIONS LLC | CHESTER | 158248 | $1.65B | 18 | 2026-03-31 | → |
| 2427 | EXCOMP ASSET MANAGEMENT LTD | MELVILLE | 110434 | $140.2M | 5 | 2026-04-30 | → |
| 2428 | GREAT NORTHERN ASSET MANAGEMENT, INC. | WINTER PARK | 166788 | $73.1M | 5 | 2026-03-31 | → |
| 2429 | NORTHSTAR ADVISORY GROUP, LLC | NORTHFIELD | 306850 | $377.0M | 9 | 2026-03-31 | → |
| 2430 | INLET PRIVATE WEALTH, LLC | JUPITER | 297154 | $608.1M | 5 | 2026-02-28 | → |
| 2431 | ALSWORTH CAPITAL MANAGEMENT, LLC | CORNING | 281417 | $116.7M | 8 | 2026-03-31 | → |
| 2432 | HENLEY & COMPANY WEALTH MANAGEMENT LLC | UNIONDALE | 144884 | $93.9M | 6 | 2026-03-31 | → |
| 2433 | SMITH PARTNERS WEALTH MANAGEMENT, LLC | GREENSBORO | 112231 | $196.1M | 4 | 2026-03-31 | → |
| 2434 | SCHULTZE ASSET MANAGEMENT, LP | RYE BROOK | 110927 | $71.6M | 7 | 2026-03-31 | → |
| 2435 | PALUMBO WEALTH MANAGEMENT LLC | GREAT NECK | 306548 | $543.4M | 7 | 2026-04-30 | → |
| 2436 | MILLER GESKO & CO INC. | BUFFALO | 109671 | $183.1M | 5 | 2026-03-31 | → |
| 2437 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | PRINCETON | 109318 | $562.3M | 8 | 2026-03-31 | → |
| 2438 | CASTLE WEALTH MANAGEMENT LLC | BOYNTON BEACH | 118364 | $430.1M | 6 | 2026-03-31 | → |
| 2439 | OPALEYE MANAGEMENT INC. | BOSTON | 124513 | $802.8M | 4 | 2026-02-28 | → |
| 2440 | VALUEWORKS LLC | NEW YORK CITY | 116850 | $577.3M | 6 | 2026-04-30 | → |
| 2441 | LAYLINE ADVISORS, LLC | ROCHESTER | 285136 | $131.3M | 4 | 2026-01-31 | → |
| 2442 | BYRNE FINANCIAL FREEDOM, LLC | FRANKLIN | 167893 | $546.4M | 11 | 2026-06-30 | → |
| 2443 | PETTEE INVESTORS INC | ROWAYTON | 105553 | $191.9M | 6 | 2026-03-31 | → |
| 2444 | DYCHE WEALTH MANAGEMENT, INC | FAYETTEVILLE | 159708 | $162.3M | 4 | 2026-05-31 | → |
| 2445 | CIRCLE ADVISERS INC | NEW YORK | 110818 | $868.2M | 8 | 2025-12-31 | → |
| 2446 | REUTEMANN FINANCIAL SOLUTIONS, INC. | ROCKVILLE | 153247 | $251.6M | 10 | 2026-04-30 | → |
| 2447 | PERSONAL FINANCIAL PROFILES INC | CORAL SPRINGS | 109327 | $335.3M | 2 | 2026-02-28 | → |
| 2448 | ALHAMBRA INVESTMENT MANAGEMENT LLC | PALMETTO BAY | 138537 | $320.2M | 5 | 2026-06-30 | → |
| 2449 | MIURA INVESTMENT ADVISORS, INC | MIAMI | 283148 | $391.8M | 6 | 2026-06-30 | → |
| 2450 | THE TURLINGTON GROUP, INC. | RALEIGH | 317324 | $110.5M | 2 | 2026-03-31 | → |
| 2451 | AFFINITY WEALTH MANAGEMENT LLC | WILMINGTON | 290735 | $872.5M | 17 | 2026-04-30 | → |
| 2452 | IBN FINANCIAL SERVICES, INC. | LIVERPOOL | 42360 | $87.7M | 52 | 2026-04-30 | → |
| 2453 | ACCESS WEALTH PLANNING, LLC | EAST HANOVER | 112973 | $539.1M | 6 | 2026-03-31 | → |
| 2454 | EAST COAST ASSET MANAGEMENT, LLC | ESSEX | 147910 | $1.01B | 9 | 2026-06-30 | → |
| 2455 | BLUEBIRD WEALTH MANAGEMENT LLC | MEDFIELD | 293420 | $154.0M | 3 | 2026-06-30 | → |
| 2456 | FIRSTRUST LLC | DAYTONA BEACH | 111800 | $250.0M | 6 | 2026-03-31 | → |
| 2457 | GRANTVEST FINANCIAL GROUP LLC | MATAWAN | 310272 | $230.0M | 5 | 2026-03-31 | → |
| 2458 | MOLLOT & HARDY, INC. | AMHERST | 128377 | $80.6M | 2 | 2026-03-31 | → |
| 2459 | STEWARDSHIP ADVISORY GROUP, LLC | CLERMONT | 165710 | $321.9M | 17 | 2026-06-30 | → |
| 2460 | WEST BRANCH CAPITAL LLC | AMHERST | 133813 | $690.1M | 9 | 2026-02-28 | → |
| 2461 | WIDMANN FINANCIAL SERVICES, INC. | BOWIE | 289106 | $466.8M | 14 | 2026-04-30 | → |
| 2462 | PRESTON WEALTH ADVISORS, LLC. | RESTON | 165983 | $286.0M | 5 | 2026-03-31 | → |
| 2463 | TEPLITZ FINANCIAL GROUP LLC | OLD BRIDGE | 122038 | $131.7M | 2 | 2026-04-30 | → |
| 2464 | CADIA PRIVATE CLIENT LLC | PARSIPPANY | 337400 | $192.5M | 3 | 2026-02-28 | → |
| 2465 | U. S. BOSTON CAPITAL CORPORATION | LINCOLN | 5251 | $359.8M | 5 | 2026-02-28 | → |
| 2466 | DOUBLE DUTY MONEY MANAGEMENT LLC | NEW YORK | 326792 | $83.7M | 4 | 2026-01-31 | → |
| 2467 | WEALTHGEN ADVISORS, LLC | SARASOTA | 306196 | $146.6M | 2 | 2026-03-31 | → |
| 2468 | COASTAL WEALTH ADVISORS, LLC | JOHNS ISLAND | 174574 | $106.6M | 2 | 2026-04-30 | → |
| 2469 | KEYNOTE FINANCIAL SERVICES, LLC | VERNON | 130384 | $227.4M | 2 | 2026-03-31 | → |
| 2470 | WEALTH ADVISORS OF TAMPA BAY LLC | TAMPA | 162724 | $456.8M | 8 | 2026-03-31 | → |
| 2471 | FORTERIS WEALTH MANAGEMENT, INC. | ARMONK | 108314 | $219.0M | 3 | 2026-03-31 | → |
| 2472 | ELEVATE WEALTH ADVISORY, INC. | ATHENS | 149713 | $385.5M | 13 | 2026-03-31 | → |
| 2473 | RAINE CAPITAL LLC | NEW YORK | 157939 | $2.75B | 183 | 2026-05-31 | → |
| 2474 | WELCH CAPITAL PARTNERS LLC | HARRISON | 106721 | $506.2M | 4 | 2026-04-30 | → |
| 2475 | CONSOLIDATED PORTFOLIO REVIEW CORP | WOODBURY | 112694 | $1.59B | 56 | 2026-06-30 | → |
| 2476 | PEACHCAP TAX & ADVISORY, LLC | ATLANTA | 158729 | $147.5M | 4 | 2026-02-28 | → |
| 2477 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | JACKSONVILLE | 169538 | $374.8M | 6 | 2026-02-28 | → |
| 2478 | THE MAIN STREET GROUP, LTD | GLEN ALLEN | 175502 | $515.3M | 13 | 2026-05-31 | → |
| 2479 | POINCIANA ADVISORS GROUP, LLC | PALM BEACH GARDENS | 137423 | $396.0M | 2 | 2026-03-31 | → |
| 2480 | FLAGSHIP PRIVATE WEALTH, LLC | WOBURN | 175277 | $447.2M | 4 | 2026-06-30 | → |
| 2481 | GREENWOOD FAMILY ADVISORS LLC | MIAMI | 304820 | $327.1M | 3 | 2026-02-28 | → |
| 2482 | THE HARBOR GROUP, INC. | BEDFORD | 105637 | $2.00B | 22 | 2026-05-31 | → |
| 2483 | INSTITUTIONAL INVESTMENT ADVISORS CORP | NEW YORK | 126055 | $105.2M | 3 | 2026-02-28 | → |
| 2484 | AEGIS FINANCIAL CORPORATION | MCLEAN | 111587 | $1.37B | 6 | 2026-03-31 | → |
| 2485 | LINDA S. LUBITZ, CFP?, PA | CORAL GABLES | 108648 | $317.8M | 6 | 2026-03-31 | → |
| 2486 | BORDERLESS MANAGEMENT LLC | CLERMONT | 323404 | $345.4M | 24 | 2026-03-31 | → |
| 2487 | GREENWAY WEALTH ADVISORS, LLC | CHARLOTTE | 290727 | $184.5M | 4 | 2026-06-30 | → |
| 2488 | FINER WEALTH MANAGEMENT, INC. | SALEM | 129987 | $305.8M | 7 | 2026-03-31 | → |
| 2489 | THOMA CAPITAL MANAGEMENT LLC | TOWSON | 120139 | $310.1M | 10 | 2026-03-31 | → |
| 2490 | LOUDON INVESTMENT MANAGEMENT, LLC | WEST LEBANON | 113641 | $231.8M | 4 | 2026-03-31 | → |
| 2491 | WAYPOINT WEALTH COUNSEL LLC | ATLANTA | 171822 | $824.3M | 4 | 2026-03-31 | → |
| 2492 | KEYSTONE FINANCIAL GROUP, INC. | ATLANTA | 129301 | $247.4M | 7 | 2026-04-30 | → |
| 2493 | DOWNTOWN WEALTH STUDIOS, LLC | MIAMI | 325213 | $563.5M | 5 | 2026-03-31 | → |
| 2494 | FAIRFIELD, BUSH & CO. | DARIEN | 105970 | $589.0M | 5 | 2026-03-31 | → |
| 2495 | BROADWAY ADVISOR GROUP | ALBANY | 324281 | $214.9M | 4 | 2026-03-31 | → |
| 2496 | ROCKBRIDGE ASSET MANAGEMENT, LLC | ALEXANDRIA | 329880 | $218.0M | 4 | 2026-05-31 | → |
| 2497 | TURNER FINANCIAL GROUP, INC. | PACE | 134204 | $229.6M | 12 | 2026-06-30 | → |
| 2498 | OXLER PRIVATE WEALTH LLC | RYE BROOK | 309684 | $578.1M | 4 | 2026-03-31 | → |
| 2499 | ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP | NEW YORK | 325768 | $37.7M | 7 | 2026-03-31 | → |
| 2500 | SIMA WEALTH PARTNERS, LLC | NORTH CHESTERFIELD | 159943 | $156.7M | 6 | 2026-03-31 | → |
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