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 | |
|---|---|---|---|---|---|---|---|
| 2601 | MILESTONE ASSET MANAGEMENT GROUP, LLC | AVON | 282896 | $309.0M | 3 | 2026-01-31 | → |
| 2602 | HIGH FALLS ADVISORS, INC. | ROCHESTER | 108678 | $694.7M | 17 | 2026-03-31 | → |
| 2603 | THE CAVANAUGH GROUP INC | KIAWAH ISLAND | 105931 | $485.7M | 2 | 2026-06-30 | → |
| 2604 | BARTLEY FINANCIAL ADVISORS, LLC | BEDFORD | 124293 | $151.6M | 5 | 2026-03-31 | → |
| 2605 | BUSH INVESTMENT GROUP, LLC | VALDOSTA | 304262 | $258.4M | 12 | 2026-02-28 | → |
| 2606 | FINGERLAKES WEALTH MANAGEMENT, INC. | ITHACA | 149709 | $285.4M | 4 | 2026-04-30 | → |
| 2607 | SPECTRUM FINANCIAL INC | VIRGINIA BEACH | 105618 | $236.5M | 9 | 2026-03-31 | → |
| 2608 | WEALTHPLANS, LLC | FREDERICK | 311560 | $219.6M | 1 | 2026-03-31 | → |
| 2609 | TRUVESTMENTS CAPITAL LLC | SARASOTA | 291297 | $660.8M | 17 | 2026-03-31 | → |
| 2610 | HERITAGE FINANCIAL SERVICES, LLC | WESTWOOD | 127268 | $2.99B | 49 | 2025-11-30 | → |
| 2611 | SHANNON T. PITNER AND COMPANY | INDIALANTIC | 311853 | $107.9M | 2 | 2026-03-31 | → |
| 2612 | BURNE FINANCIAL CONCEPTS, LLC | WATERTOWN | 293013 | $113.7M | 1 | 2026-01-31 | → |
| 2613 | WISE WEALTH MANAGEMENT, LLC | NEW YORK | 133614 | $130.1M | 2 | 2026-03-31 | → |
| 2614 | ROSSBY FINANCIAL, LLC | MELBOURNE | 324631 | $854.8M | 7 | 2026-05-31 | → |
| 2615 | MENDON CAPITAL ADVISORS CORP | KEY LARGO | 113058 | $253.8M | 4 | 2026-03-31 | → |
| 2616 | LIONSHEAD WEALTH MANAGEMENT, LLC | NEW YORK | 288526 | $229.8M | 4 | 2026-03-31 | → |
| 2617 | PROXY WEALTH ADVISORS LLC | WINDERMERE | 298080 | $83.3M | 25 | 2026-04-30 | → |
| 2618 | NEXWAVE CAPITAL PARTNERS LLC | NEW YORK | 241788 | $997.8M | 16 | 2026-03-31 | → |
| 2619 | TREASURE COAST FINANCIAL PLANNING, INC. | VERO BEACH | 166684 | $241.5M | 6 | 2026-03-31 | → |
| 2620 | COVE PRIVATE WEALTH, LLC | OYSTER BAY | 316866 | $455.5M | 2 | 2026-02-28 | → |
| 2621 | NOCTUA INTERNATIONAL WMG, LLC | MIAMI | 151170 | $474.5M | 7 | 2026-03-31 | → |
| 2622 | CORRADO ADVISORS, LLC | RAMSEY | 111721 | $252.8M | 9 | 2026-03-31 | → |
| 2623 | EXODUS WEALTH, LLC | FORT LAUDERDALE | 174328 | $483.6M | 53 | 2026-06-30 | → |
| 2624 | SFM, LLC | MANCHESTER | 116564 | $403.2M | 6 | 2026-03-31 | → |
| 2625 | PARTNERS IN FINANCIAL PLANNING, LLC | SALEM | 151980 | $913.6M | 14 | 2026-03-31 | → |
| 2626 | ALBERT D MASON INC | BOSTON | 107412 | $210.6M | 7 | 2026-03-31 | → |
| 2627 | KENNEDY WEALTH & TAX MANAGEMENT, LLC | SOUTHBURY | 172394 | $215.5M | 4 | 2026-03-31 | → |
| 2628 | ACTIV8 FAMILY OFFICE LLC | MCLEAN | 337753 | $1.54B | 21 | 2026-03-31 | → |
| 2629 | TANAKA CAPITAL MANAGEMENT INC | GREENWICH | 109888 | $69.4M | 3 | 2026-03-31 | → |
| 2630 | THE FOUNDRY FINANCIAL GROUP, INC. | LACONIA | 116823 | $284.2M | 11 | 2026-02-28 | → |
| 2631 | RALICKI & COMPANY, P.A. | STUART | 141192 | $129.0M | 3 | 2026-03-31 | → |
| 2632 | TFC FINANCIAL MANAGEMENT, INC. | BOSTON | 105062 | $1.78B | 22 | 2026-03-31 | → |
| 2633 | MARK J SNYDER FINANCIAL SERVICES INC | MEDFORD | 106425 | $382.0M | 10 | 2026-04-30 | → |
| 2634 | JOEL ISAACSON & CO., LLC | NEW YORK | 152450 | $9.32B | 52 | 2026-03-31 | → |
| 2635 | MAYTAL ASSET MANAGEMENT LLC | WHITE PLAINS | 168812 | $125.3M | 1 | 2026-02-28 | → |
| 2636 | NORTON CAPITAL MANAGEMENT, INC. | HENRICO | 110398 | $136.6M | 6 | 2025-09-30 | → |
| 2637 | ARCADIA WEALTH MANAGEMENT, LLC | MANCHESTER | 284925 | $445.5M | 21 | 2026-05-31 | → |
| 2638 | DAVIS WEALTH ADVISORS LLC | SALEM | 287736 | $197.1M | 6 | 2026-06-30 | → |
| 2639 | ASPIRE ADVISORS, LLC | NORTH WHITE PLAINS | 150652 | $109.2M | 8 | 2026-03-31 | → |
| 2640 | BLUEVINE ADVISORY LLC | JERSEY CITY | 326599 | $8.9M | 2 | 2026-06-30 | → |
| 2641 | PRIVATE PORTFOLIO PARTNERS, LLC | PARAMUS | 165616 | $1.05B | 28 | 2025-03-31 | → |
| 2642 | STRUCTURE WEALTH PARTNERS LLC | ORLANDO | 338538 | $68.2M | 1 | 2026-03-31 | → |
| 2643 | STABLEPOINT PARTNERS, LLC | BRAINTREE | 328503 | $930.0M | 11 | 2026-03-31 | → |
| 2644 | VISION RETIREMENT, LLC | RIDGEWOOD | 173064 | $633.7M | 13 | 2026-06-30 | → |
| 2645 | PFG PRIVATE WEALTH MANAGEMENT, LLC | LUTZ | 282301 | $289.0M | 7 | 2026-03-31 | → |
| 2646 | WYNN CAPITAL LLC | AUGUSTA | 281291 | $320.2M | 4 | 2026-04-30 | → |
| 2647 | SANDS CAPITAL HORIZONS, LLC | ARLINGTON | 335568 | $466.9M | 4 | 2026-03-31 | → |
| 2648 | ABBOT FINANCIAL MANAGEMENT, INC | ANDOVER | 111040 | $303.0M | 4 | 2025-09-30 | → |
| 2649 | ALLEGIANCE FINANCIAL ADVISORS, INC. | JACKSONVILLE | 127293 | $181.9M | 7 | 2026-02-28 | → |
| 2650 | INVESTMENT MANAGEMENT CORPORATION | ROANOKE | 107246 | $191.2M | 6 | 2026-02-28 | → |
| 2651 | BEACON FINANCIAL STRATEGIES CORP. | RALEIGH | 132987 | $309.4M | 7 | 2026-02-28 | → |
| 2652 | INTREPID CAPITAL MANAGEMENT INC | JACKSONVILLE BEACH | 108516 | $1.62B | 16 | 2026-05-31 | → |
| 2653 | ELKWATER CAPITAL MANAGEMENT, LLC | NEW YORK | 333963 | $44.8M | 3 | 2026-03-31 | → |
| 2654 | WEISS FINANCIAL GROUP LLC | MAHOPAC | 159331 | $90.0M | 2 | 2026-01-31 | → |
| 2655 | EMPOWER PRIVATE WEALTH | NEW YORK | 331529 | $34.5M | 3 | 2026-02-28 | → |
| 2656 | FELLOWSHIP INVESTMENT ADVISORS, LLC | MAITLAND | 154103 | $175.9M | 7 | 2026-03-31 | → |
| 2657 | GRAY PRIVATE WEALTH, LLC | CANTON | 128547 | $540.7M | 8 | 2026-03-31 | → |
| 2658 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
| 2659 | WILLIAM B. WALKUP & ASSOCIATES, INC. | COLUMBIA | 135533 | $178.3M | 4 | 2026-03-31 | → |
| 2660 | RHEECO, INC. | NATICK | 301106 | $119.2M | 4 | 2026-02-28 | → |
| 2661 | HIGH PINES WEALTH MANAGEMENT LLC | DUXBURY | 285191 | $184.0M | 5 | 2026-03-31 | → |
| 2662 | OCTAGON FINANCIAL SERVICES INC | MCLEAN | 107335 | $1.36B | 24 | 2025-03-31 | → |
| 2663 | CHARLESTON FINANCIAL ADVISORS, LLC | CHARLESTON | 137536 | $262.4M | 5 | 2026-03-31 | → |
| 2664 | CHOICE WEALTH ADVISORS LLC | WATERVILLE | 297745 | $323.3M | 4 | 2026-02-28 | → |
| 2665 | H. S. DREHER CAPITAL MANAGEMENT, LLC | SOUTHERN PINES | 104537 | $148.2M | 2 | 2026-02-28 | → |
| 2666 | ADC WEALTH MANAGEMENT, LLC | MASSAPEQUA | 159083 | $206.1M | 2 | 2026-02-28 | → |
| 2667 | FLFS ADVISORY LLC | VICTOR | 334771 | $161.5M | 5 | 2026-06-30 | → |
| 2668 | MCCOLLUM CHRISTOFERSON GROUP, LLC | AMHERST | 268812 | $415.8M | 6 | 2026-03-31 | → |
| 2669 | TAG ASSOCIATES LLC | NEW YORK | 116959 | $7.07B | 71 | 2026-06-30 | → |
| 2670 | NORTHBRIDGE FINANCIAL GROUP, LLC | TAMPA | 310394 | $413.1M | 11 | 2026-02-28 | → |
| 2671 | QUINT WEALTH MANAGEMENT, INC. | WAPPINGERS FALLS | 168463 | $110.4M | 9 | 2026-05-31 | → |
| 2672 | SCHORN WEALTH, LLC | ENGLEWOOD | 304104 | $367.8M | 12 | 2026-02-28 | → |
| 2673 | FWG HOLDINGS, LLC | WINTER PARK | 308968 | $439.1M | 14 | 2026-03-31 | → |
| 2674 | WEYBOSSET RESEARCH & MANAGEMENT, LLC | PROVIDENCE | 108047 | $340.9M | 3 | 2026-03-31 | → |
| 2675 | OCEANSIDE ADVISORS LLC | MOUNT PLEASANT | 170307 | $191.3M | 5 | 2026-02-28 | → |
| 2676 | RADIUS WEALTH MANAGEMENT, INC. | BOSTON | 168159 | $158.7M | 4 | 2026-03-31 | → |
| 2677 | THE FINANCIAL CONSULATE, INC | HUNT VALLEY | 106898 | $1.10B | 25 | 2026-02-28 | → |
| 2678 | CLIO ASSET MANAGEMENT LLC | CHARLOTTESVILLE | 298041 | $121.8M | 1 | 2026-05-31 | → |
| 2679 | HUDSON VALUE PARTNERS, LLC | PALM BEACH | 301325 | $678.3M | 4 | 2026-06-30 | → |
| 2680 | GSG ADVISORS LLC | MOUNT LAUREL | 131511 | $862.3M | 4 | 2026-03-31 | → |
| 2681 | CONTINUUM WEALTH ADVISORS, LLC | SARATOGA SPRINGS | 152895 | $345.6M | 7 | 2026-03-31 | → |
| 2682 | GRAND CENTRAL INVESTMENT GROUP, LLC | TAMPA | 172537 | $196.2M | 5 | 2026-06-30 | → |
| 2683 | NEW WORLD ADVISORS LLC | HINGHAM | 296798 | $884.9M | 5 | 2026-04-30 | → |
| 2684 | FRISCH FINANCIAL GROUP, INC. | MELVILLE | 126524 | $931.6M | 18 | 2026-04-30 | → |
| 2685 | WIN ADVISORS, INC | PALM BEACH GARDENS | 300351 | $266.8M | 4 | 2026-03-31 | → |
| 2686 | BROOKS, WAYNE I | UTICA | 168816 | $57.5M | 3 | 2026-03-31 | → |
| 2687 | PRICAP ADVISORS LLC | NEW YORK | 159614 | $41.5M | 2 | 2026-03-31 | → |
| 2688 | BULLDOG INVESTORS, LLP | SADDLE BROOK | 151585 | $561.0M | 6 | 2026-03-31 | → |
| 2689 | TILIA FIDUCIARY PARTNERS, INC. | WILMINGTON | 157852 | $403.7M | 8 | 2026-05-31 | → |
| 2690 | ACIMA PRIVATE WEALTH LLC | RICHMOND | 281496 | $420.4M | 7 | 2026-04-30 | → |
| 2691 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | SAVANNAH | 126942 | $258.7M | 5 | 2026-01-31 | → |
| 2692 | MLP3, LLC | LINWOOD | 296314 | $248.1M | 5 | 2026-03-31 | → |
| 2693 | RALEIGH CAPITAL MANAGEMENT INC. | CARY | 149538 | $397.8M | 20 | 2026-06-30 | → |
| 2694 | SEAMANS CAPITAL MANAGEMENT, LLC | WALTHAM | 118404 | $170.7M | 9 | 2026-03-31 | → |
| 2695 | KELLEHER FINANCIAL ADVISORS, LLC | NEW YORK | 126021 | $1.15B | 13 | 2026-04-30 | → |
| 2696 | RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC | STAMFORD | 283786 | $387.9M | 3 | 2026-03-31 | → |
| 2697 | ASHBAY CAPITAL, LLC | NEW YORK, | 168788 | $137.7M | 1 | 2026-01-31 | → |
| 2698 | TRITON FINANCIAL GROUP, INC. | MARLBOROUGH | 153048 | $261.3M | 4 | 2025-02-28 | → |
| 2699 | COVEY CAPITAL ADVISORS, LLC | ATLANTA | 151978 | $156.5M | 1 | 2026-02-28 | → |
| 2700 | WYNNEFIELD CAPITAL, INC. | NEW YORK | 157604 | $184.5M | 2 | 2026-06-30 | → |
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