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 | |
|---|---|---|---|---|---|---|---|
| 2901 | BOYD FINANCIAL STRATEGIES, INC. | AUBURN | 107505 | $139.6M | 3 | 2026-03-31 | → |
| 2902 | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC | GAINESVILLE | 154242 | $90.3M | 4 | 2026-04-30 | → |
| 2903 | AJF CAPITAL MANAGEMENT, INC. | NEW YORK | 126414 | $178.5M | 4 | 2025-11-30 | → |
| 2904 | RESURGENT FINANCIAL ADVISORS LLC | ATLANTA | 299575 | $354.7M | 20 | 2026-05-31 | → |
| 2905 | MURPHY MIDDLETON HINKLE & PARKER, INC. | THOMASVILLE | 107861 | $435.3M | 4 | 2026-03-31 | → |
| 2906 | LYNNLEIGH & COMPANY, LLC | PITTSFORD | 285044 | $161.5M | 5 | 2026-03-31 | → |
| 2907 | TRADEMARK CAPITAL MANAGEMENT INC. | WATKINSVILLE | 214512 | $150.8M | 7 | 2026-03-31 | → |
| 2908 | WINSTON CAPITAL MANAGEMENT LLC | ARLINGTON | 111450 | $1.15B | 9 | 2026-06-30 | → |
| 2909 | JAMES RIVER ASSET MANAGEMENT, LLC | MIDLOTHIAN | 117917 | $273.8M | 9 | 2026-03-31 | → |
| 2910 | OUTERLANDS CAPITAL MANAGEMENT, LLC | NEW YORK | 327602 | $6.9M | 6 | 2026-03-31 | → |
| 2911 | A. J. PERRY & COMPANY, INC. | TOWSON | 107041 | $108.8M | 2 | 2026-02-28 | → |
| 2912 | FLAGSHIP WEALTH ADVISORS, LLC. | WAKEFIELD | 131962 | $748.6M | 7 | 2026-04-30 | → |
| 2913 | ASSET PLANNING CORPORATION | W. PALM BEACH | 126242 | $104.4M | 5 | 2026-02-28 | → |
| 2914 | GREAT HILL ADVISORY LTD. | PORT WASHINGTON | 283228 | $218.4M | 8 | 2026-06-30 | → |
| 2915 | NEWSHOLME FINANCIAL GROUP, INC | YORKTOWN HTS | 126165 | $59.9M | 2 | 2025-03-31 | → |
| 2916 | RIDGE CAPITAL MANAGEMENT, LLC | JOHN CREEK | 127200 | $186.0M | 6 | 2026-05-31 | → |
| 2917 | CYPRESS FINANCIAL PLANNING, LLC | HADDON HEIGHTS | 151014 | $490.4M | 7 | 2026-06-30 | → |
| 2918 | PURSUIT WEALTH MANAGEMENT, LLC | RALEIGH | 337709 | $457.5M | 7 | 2026-02-28 | → |
| 2919 | GOEPPER BURKHARDT LLC | GREENVILLE | 127896 | $380.3M | 5 | 2026-03-31 | → |
| 2920 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | CORNING | 118315 | $400.4M | 6 | 2026-04-30 | → |
| 2921 | ADE, LLC | BALTIMORE | 168345 | $447.5M | 9 | 2026-06-30 | → |
| 2922 | MURPHY WEALTH MANAGEMENT GROUP, INC. | FISHKILL | 277161 | $251.9M | 6 | 2026-01-31 | → |
| 2923 | WHITEGATE INVESTMENT COUNSELORS, INC. | CONCORD | 107732 | $545.4M | 3 | 2026-03-31 | → |
| 2924 | GUGGENHEIM PRIVATE INVESTMENTS, LLC | NEW YORK | 331479 | $349.5M | 5 | 2026-03-31 | → |
| 2925 | PORTUS WEALTH ADVISORS, LLC | CHARLOTTE | 300558 | $204.1M | 4 | 2026-02-28 | → |
| 2926 | 1620 INVESTMENT ADVISORS, INC. | PLYMOUTH | 119262 | $241.6M | 5 | 2026-06-30 | → |
| 2927 | GEOVEST ADVISORS INC | FAIRPORT | 105906 | $147.9M | 6 | 2026-02-28 | → |
| 2928 | TRAUB CAPITAL MANAGEMENT, LLC | NEEDHAM | 136851 | $210.8M | 4 | 2026-03-31 | → |
| 2929 | ARLEN CAPITAL, LLC | WARWICK | 118113 | $348.8M | 6 | 2026-02-28 | → |
| 2930 | ASCENDOR WEALTH, LLC | WILMINGTON | 148969 | $145.6M | 7 | 2026-03-31 | → |
| 2931 | IVY LEAGUE FINANCIAL ADVISORS LLC | ROCKVILLE | 119145 | $188.7M | 4 | 2026-03-31 | → |
| 2932 | STRATEGENT FINANCIAL, LLC | HARRISONBURG | 148173 | $374.7M | 6 | 2026-03-31 | → |
| 2933 | TALSON CAPITAL MANAGEMENT L.P. | DARIEN | 150787 | $1.06B | 8 | 2026-03-31 | → |
| 2934 | BROWN FINANCIAL MANAGEMENT GROUP, LLC | LATHAM | 282501 | $56.8M | 3 | 2025-02-28 | → |
| 2935 | WMS ADVISORS, LLC | CHARLOTTE | 122224 | $280.9M | 7 | 2026-02-28 | → |
| 2936 | TEKMEN WELLS LLC | NEW YORK | 168431 | $92.4M | 2 | 2026-01-31 | → |
| 2937 | DELGADO WEALTH MANAGEMENT, LLC | ORLANDO | 305721 | $112.9M | 3 | 2026-06-30 | → |
| 2938 | GARRISON BRADFORD & ASSOCIATES INC | NEW YORK | 105603 | $138.3M | 3 | 2026-03-31 | → |
| 2939 | WEALTH QUARTERBACK LLC | TOMS RIVER | 282967 | $391.3M | 11 | 2026-03-31 | → |
| 2940 | JOSS BROWN WEALTH ADVISORS GROUP LLC | WILLIAMSBURG | 324719 | $162.4M | 5 | 2026-02-28 | → |
| 2941 | ADVICEONE ADVISORY SERVICES, LLC | GLASTONBURY | 111614 | $2.05B | 56 | 2026-03-31 | → |
| 2942 | GLOBAL ASSETS ADVISORY, LLC | ORLANDO | 300460 | $551.7M | 29 | 2026-06-30 | → |
| 2943 | MACKE FINANCIAL ADVISORY GROUP, INC. | FORT MYERS | 111318 | $175.7M | 5 | 2026-03-31 | → |
| 2944 | ANCHOR CAPITAL MANAGEMENT, LLC | ITHACA | 124600 | $61.2M | 3 | 2026-04-30 | → |
| 2945 | IRVINE WEALTH PLANNING STRATEGIES, LLC | CORNING | 284120 | $157.0M | 7 | 2026-02-28 | → |
| 2946 | RADIX ORGANIZATION, INC. | NEW YORK | 172791 | $200.1M | 4 | 2026-03-31 | → |
| 2947 | AMERICAN WEALTH MANAGEMENT, INC. | ALPHARETTA | 25536 | $310.0M | 10 | 2026-03-31 | → |
| 2948 | INVESTMENT MANAGEMENT & PLANNING LLC | GREENVILLE | 146041 | $238.8M | 3 | 2026-03-31 | → |
| 2949 | JACKSONVILLE WEALTH MANAGEMENT, LLC | JACKSONVILLE | 309312 | $533.5M | 13 | 2026-02-28 | → |
| 2950 | WILLS FINANCIAL GROUP, LLC | RICHMOND | 334431 | $385.7M | 5 | 2026-02-28 | → |
| 2951 | SHINING ROCK ADVISORS LLC | ASHEVILLE | 311295 | $153.8M | 2 | 2026-03-31 | → |
| 2952 | LCW SERVICES, LLC | VIRGINIA BEACH | 337998 | $234.9M | 6 | 2026-04-30 | → |
| 2953 | AEGIS WEALTH MANAGEMENT, LLC | MAITLAND | 199511 | $190.4M | 4 | 2026-03-31 | → |
| 2954 | MAGELLAN PLANNING GROUP, INC. | ATLANTA | 338739 | $210.0M | 3 | 2026-03-31 | → |
| 2955 | FERGUSON SHAPIRO LLC | DECATUR | 297555 | $415.2M | 9 | 2026-05-31 | → |
| 2956 | CIRO CAPITAL LLC | JERSEY CITY | 329576 | $117.4M | 2 | 2026-05-31 | → |
| 2957 | LEDGEWOOD WEALTH ADVISORS, LLC | EXETER | 109049 | $216.8M | 2 | 2026-02-28 | → |
| 2958 | HERITAGE CAPITAL, LLC | WOODBRIDGE | 127650 | $146.9M | 3 | 2026-03-31 | → |
| 2959 | SPYRNAL WEALTH MANAGEMENT, LLC | BOKEELIA | 299957 | $145.5M | 4 | 2026-03-31 | → |
| 2960 | NEW POTOMAC PARTNERS LLC | NORTH BETHESDA | 170061 | $59.3M | 2 | 2025-03-31 | → |
| 2961 | EXIT WEALTH ADVISORS, LLC | ALPHARETTA | 332573 | $243.2M | 7 | 2026-03-31 | → |
| 2962 | EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC | ALEXANDRIA | 291127 | $91.7M | 5 | 2026-04-30 | → |
| 2963 | NICHOLAS WEALTH, LLC | MARIETTA | 282635 | $739.8M | 19 | 2026-04-30 | → |
| 2964 | INCOMPASS FINANCIAL PARTNERS, LLC | ALPHARETTA | 318227 | $192.0M | 6 | 2026-02-28 | → |
| 2965 | 1ST DISCOUNT BROKERAGE, INC. | LAKE WORTH | 39164 | $131.4M | 8 | 2026-03-31 | → |
| 2966 | MATTHIAS PRIVATE WEALTH, LLC | WINTER PARK | 289761 | $242.8M | 12 | 2026-03-31 | → |
| 2967 | DUNHAM LANE CAPITAL PARTNERS LLC | GREENWICH | 283276 | $117.2M | 2 | 2026-03-31 | → |
| 2968 | SFG WEALTH ADVISORS, LLC | TAMPA | 307368 | $187.7M | 6 | 2026-03-31 | → |
| 2969 | DORMAN FINANCIAL MANAGEMENT, P.A. | MAITLAND | 136881 | $160.6M | 2 | 2026-02-28 | → |
| 2970 | JP WEALTH MANAGEMENT, INC. | MT. PLEASANT | 129475 | $274.0M | 2 | 2026-03-31 | → |
| 2971 | TRUMBOWER FINANCIAL ADVISORS LLC | BETHESDA | 107495 | $1.98B | 11 | 2026-03-31 | → |
| 2972 | CALEO CAPITAL N.A. LLC | PONTE VEDRA | 308542 | $111.8M | 5 | 2026-04-30 | → |
| 2973 | OMEGA WEALTH MANAGEMENT LLC | ARLINGTON | 132580 | $309.7M | 7 | 2026-03-31 | → |
| 2974 | BLUEDOOR PRIVATE WEALTH, LLC | BEVERLY | 301907 | $337.3M | 6 | 2026-06-30 | → |
| 2975 | ATLAS PRIVATE WEALTH ADVISORS, LLC | RED BANK | 283744 | $859.8M | 29 | 2026-06-30 | → |
| 2976 | PEAK WEALTH MANAGEMENT LLC | NASHUA | 281036 | $156.1M | 3 | 2026-01-31 | → |
| 2977 | FLYING POINT FINANCIAL, INC. | NORTH ANDOVER | 107915 | $206.7M | 4 | 2026-06-30 | → |
| 2978 | SPURSTONE ADVISORY SERVICES, LLC | HIGGANUM | 284158 | $192.1M | 5 | 2026-03-31 | → |
| 2979 | NORTHSTAR FINANCIAL PLANNING, LLC | WINDHAM | 117205 | $275.8M | 6 | 2026-02-28 | → |
| 2980 | THOMPSON DAVIS & CO., INC. | RICHMOND | 41353 | $211.3M | 9 | 2026-03-31 | → |
| 2981 | IMPERITY WEALTH ALLIANCE LLC | MELVILLE | 339113 | $139.7M | 14 | 2026-04-30 | → |
| 2982 | LCR WEALTH MANAGEMENT LLC | WESTPORT | 313013 | $151.8M | 3 | 2026-06-30 | → |
| 2983 | TRUE SQUARE FINANCIAL LLC | ATLANTA | 287997 | $178.8M | 1 | 2026-01-31 | → |
| 2984 | GREYCLIFF WEALTH MANAGEMENT, LLC | NEW YORK | 307645 | $83.8M | 4 | 2026-04-30 | → |
| 2985 | BAY HARBOR WEALTH MANAGEMENT, LLC | HUNT VALLEY | 294000 | $412.0M | 6 | 2026-03-31 | → |
| 2986 | FREEDOM 3 CAPITAL, LLC | NEW YORK | 170786 | $1.05B | 19 | 2026-03-31 | → |
| 2987 | WALNUT INVESTMENT SERVICES LLC | BROOKLYN | 113666 | $94.0M | 2 | 2026-04-30 | → |
| 2988 | WEALTHSHAPE LLC | WINDSOR | 226733 | $109.4M | 1 | 2026-03-31 | → |
| 2989 | THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC | CLEARWATER | 326421 | $286.1M | 10 | 2026-03-31 | → |
| 2990 | GRANITE VALUE CAPITAL, LLC | HANOVER | 150169 | $98.9M | 3 | 2026-03-31 | → |
| 2991 | FMA WEALTH MANAGEMENT, LLC | DUXBURY | 313049 | $174.0M | 2 | 2026-02-28 | → |
| 2992 | CLIENT 1ST ADVISORY GROUP LLC | DUNEDIN | 167790 | $511.5M | 8 | 2026-03-31 | → |
| 2993 | STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. | POMPANO BEACH | 135832 | $416.5M | 5 | 2026-03-31 | → |
| 2994 | INVICTUS ADVISORY SERVICES LLC | BUFFALO | 312399 | $37.6M | 3 | 2026-05-31 | → |
| 2995 | AYRSHIRE CAPITAL MANAGEMENT LLC | WESTPORT | 157883 | $285.1M | 2 | 2026-02-28 | → |
| 2996 | ROBINSON SMITH WEALTH ADVISORS, LLC | SOUTH PORTLAND | 123098 | $444.9M | 8 | 2026-02-28 | → |
| 2997 | IMPACT CAPITAL, LLC | ROCKVILLE | 297413 | $253.4M | 4 | 2026-03-31 | → |
| 2998 | BAY RIVERS GROUP, INC. | WILLIAMSBURG | 290095 | $326.2M | 4 | 2026-03-31 | → |
| 2999 | SWARTHMORE ASSET MANAGEMENT LTD | NEW YORK | 108507 | $48.6M | 2 | 2026-02-28 | → |
| 3000 | ANGELUS INVESTMENT CONSULTING, INC. | CORAL GABLES | 281413 | $184.1M | 2 | 2026-03-31 | → |
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