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 | |
|---|---|---|---|---|---|---|---|
| 3001 | VISDOM INVESTMENT GROUP LLC | RYE BROOK | 327619 | $53.1M | 4 | 2026-03-31 | → |
| 3002 | APFORIA LTD | VIRGINIA BEACH | 327176 | $101.9M | 20 | 2026-04-30 | → |
| 3003 | THE FINANCIAL ADVISORS, LLC | ANDOVER | 146680 | $1.11B | 11 | 2025-12-31 | → |
| 3004 | CLARION WEALTH MANAGEMENT PARTNERS, LLC | FAIRFAX | 334243 | $394.8M | 8 | 2026-03-31 | → |
| 3005 | VAN DER NOORD FINANCIAL ADVISORS, INC. | GREER | 135556 | $152.0M | 4 | 2026-01-31 | → |
| 3006 | IFS ADVISORS, INC | SARASOTA | 153975 | $256.7M | 3 | 2025-02-28 | → |
| 3007 | 3CHOPT INVESTMENT PARTNERS LLC | RICHMOND | 319125 | $889.4M | 7 | 2026-03-31 | → |
| 3008 | BURKE & HERBERT WEALTH SERVICES, LLC | ALEXANDRIA | 340285 | $156.1M | 4 | 2026-04-30 | → |
| 3009 | FINANCIAL CONSULTANTS GROUP INC | CUMMING | 108062 | $188.2M | 8 | 2026-03-31 | → |
| 3010 | SMITH ASSET MANAGEMENT CO., LLC | CHIEFLAND | 127684 | $281.2M | 7 | 2026-05-31 | → |
| 3011 | ANTONETTI CAPITAL MANAGEMENT, LLC | NAPLES | 156551 | $129.4M | 2 | 2026-02-28 | → |
| 3012 | FINANCIAL MANAGEMENT ASSOCIATES, LLC | WINDHAM | 327502 | $135.8M | 3 | 2026-03-31 | → |
| 3013 | COOK WEALTH, LLC | RALEIGH | 170372 | $529.4M | 29 | 2025-02-28 | → |
| 3014 | BECKETT CLARK PRIVATE WEALTH, LLC | BETHESDA | 338806 | $28.6M | 2 | 2026-03-31 | → |
| 3015 | ABICH FINANCIAL WEALTH MANAGEMENT, LLC | ASHBURN | 310633 | $394.7M | 28 | 2026-03-31 | → |
| 3016 | JB CAPITAL LLC | WETHERSFIELD | 171168 | $2.78B | 64 | 2026-02-28 | → |
| 3017 | RS PETRELL & ASSOCIATES, LLC | DEWITT | 143462 | $159.1M | 3 | 2026-02-28 | → |
| 3018 | LYONS WEALTH MANAGEMENT, LLC | WINTER PARK | 150581 | $109.1M | 4 | 2026-04-30 | → |
| 3019 | MFP FINANCIAL SERVICES, LLC | SAFETY HARBOR | 331681 | $361.0M | 5 | 2026-03-31 | → |
| 3020 | PRINCE ASSET MANAGEMENT, INC. | SARASOTA | 141567 | $137.7M | 3 | 2026-03-31 | → |
| 3021 | EAGLE'S CREST ADVISORS, LLC | HUNTINGTON | 335252 | $65.3M | 3 | 2026-06-30 | → |
| 3022 | MONTIS FINANCIAL, LLC | WALTHAM | 163986 | $1.26B | 26 | 2026-03-31 | → |
| 3023 | FOREFRONT ASSET MANAGEMENT, LLC | VIRGINIA BEACH | 281118 | $136.9M | 4 | 2026-05-31 | → |
| 3024 | AMERICAN WEALTH ADVISORS, LLC | JOHNS CREEK | 145791 | $120.2M | 3 | 2026-03-31 | → |
| 3025 | ARCH PARTNERS WEALTH MANAGEMENT, INC. | WATKINSVILLE | 123735 | $109.2M | 3 | 2026-01-31 | → |
| 3026 | PARADIGM WEALTH ADVISORY LLC | BRIDGEWATER | 283120 | $201.2M | 14 | 2026-03-31 | → |
| 3027 | FONVILLE WEALTH MANAGEMENT LLC | RICHMOND | 155221 | $909.6M | 12 | 2026-05-31 | → |
| 3028 | KINGSMAN WEALTH MANAGEMENT INC. | PENSACOLA | 319238 | $235.0M | 3 | 2026-03-31 | → |
| 3029 | WINTHROP PARTNERS - EPA, LLC | BUFFALO | 282098 | $82.2M | 5 | 2026-04-30 | → |
| 3030 | CONSTANT GUIDANCE FINANCIAL, LLC | NORTH ATTLEBORO | 172612 | $198.0M | 1 | 2026-03-31 | → |
| 3031 | MORTON WEALTH ADVISORS | DANVERS | 142912 | $305.5M | 2 | 2026-03-31 | → |
| 3032 | DAVINCI FINANCIAL DESIGNS LLC | COLUMBIA | 163362 | $222.8M | 5 | 2026-04-30 | → |
| 3033 | CAMBRIDGE ADVISORS, LLC | WILLIAMSVILLE | 158928 | $46.5M | 1 | 2026-03-31 | → |
| 3034 | WEALTHPOINT FINANCIAL LLC | CRAMERTON | 332312 | $147.1M | 7 | 2026-03-31 | → |
| 3035 | TRITONPOINT CAPITAL, LLC | CHEVY CHASE | 336417 | $250.2M | 3 | 2026-03-31 | → |
| 3036 | KELLY FINANCIAL GROUP, LLC | WETHERSFIELD | 136372 | $474.9M | 7 | 2026-02-28 | → |
| 3037 | MARYLAND CAPITAL ADVISORS, INC. | CHESTER | 134875 | $490.8M | 7 | 2026-03-31 | → |
| 3038 | BTS ASSET MANAGEMENT INC | LINCOLN | 105215 | $144.8M | 13 | 2026-03-31 | → |
| 3039 | LOKKEN INVESTMENT GROUP, LLC | LEWES | 283696 | $366.5M | 4 | 2025-03-31 | → |
| 3040 | E. BATOFF & CO., INC. | TAMPA | 124815 | $249.2M | 1 | 2026-03-31 | → |
| 3041 | WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. | VIRGINIA BEACH | 160057 | $214.3M | 5 | 2026-05-31 | → |
| 3042 | GLOBAL OPPORTUNE INVESTMENTS LLC | MIAMI | 319494 | $111.3M | 3 | 2026-04-30 | → |
| 3043 | BULL HARBOR CAPITAL LLC. | BETHESDA | 324995 | $354.8M | 43 | 2026-05-31 | → |
| 3044 | WAYPOINT WEALTH MANAGEMENT, LLC | TIMONIUM | 155574 | $242.5M | 1 | 2026-04-30 | → |
| 3045 | HEYDORN STONE CAPITAL MANAGEMENT LLC | LARCHMONT | 125903 | $142.0M | 3 | 2026-03-31 | → |
| 3046 | BENTHAM WEALTH ADVISORS INC | WILLIAMSVILLE | 332035 | $110.1M | 2 | 2026-03-31 | → |
| 3047 | COLLECTIVE WEALTH PARTNERS, LLC | ATLANTA | 317519 | $59.9M | 6 | 2026-06-30 | → |
| 3048 | GEORGE M. HILLER COMPANIES, LLC | ATLANTA | 112409 | $183.0M | 5 | 2026-03-31 | → |
| 3049 | TRGP INVESTMENT PARTNERS, LP | STAMFORD | 305563 | $726.8M | 16 | 2026-03-31 | → |
| 3050 | VARIANT PRIVATE WEALTH LLC | TYSONS | 288011 | $267.5M | 4 | 2026-05-31 | → |
| 3051 | POM INVESTMENT STRATEGIES, LLC | RALEIGH | 317067 | $283.3M | 18 | 2026-04-30 | → |
| 3052 | WESTCO ADVISORY SERVICES, INC. | LYNBROOK | 120755 | $254.0M | 6 | 2026-02-28 | → |
| 3053 | CIRCLE N ADVISORS, LLC | FISHKILL | 271027 | $94.2M | 3 | 2026-03-31 | → |
| 3054 | CANNON WEALTH MANAGEMENT SERVICES, LLC | WINSTON SALEM | 323302 | $245.2M | 8 | 2026-04-30 | → |
| 3055 | XPS CAPITAL LLC | ARLINGTON | 311665 | $107.6M | 6 | 2026-05-31 | → |
| 3056 | PUFF WEALTH MANAGEMENT LLC | HADDONFIELD | 298177 | $134.8M | 3 | 2026-02-28 | → |
| 3057 | REH WEALTH ADVISORS LLC | RALEIGH | 153826 | $110.5M | 1 | 2026-01-31 | → |
| 3058 | CENTERPOINT ADVISORS, LLC | NEEDHAM | 156698 | $731.9M | 12 | 2026-03-31 | → |
| 3059 | SEMITAM BONAM LLC | GOSHEN | 284461 | $167.2M | 3 | 2026-03-31 | → |
| 3060 | HOWLAND AND ASSOCIATES, LLC | ST PETERSBURG | 106963 | $138.7M | 5 | 2026-06-30 | → |
| 3061 | WEALTH EFFECTS LLC | BOSTON | 315244 | $472.0M | 17 | 2026-02-28 | → |
| 3062 | LIGHTEDWAY ADVISORY SERVICES, INC. | HARRISON | 312712 | $115.0M | 1 | 2026-02-28 | → |
| 3063 | VERACITY CAPITAL LLC | ATLANTA | 304272 | $799.8M | 12 | 2026-04-30 | → |
| 3064 | THE HAJDARI GROUP, LLC | STATEN ISLAND | 289331 | $133.0M | 2 | 2026-03-31 | → |
| 3065 | REALITY FINANCIAL PLANNING SERVICES, LLC | SARASOTA | 143352 | $125.9M | 2 | 2026-03-31 | → |
| 3066 | ROCKY HILL ADVISORS INC. | PEABODY | 123242 | $102.4M | 2 | 2026-05-31 | → |
| 3067 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | ORLANDO | 154616 | $329.7M | 8 | 2026-03-31 | → |
| 3068 | LEGACY WEALTH MANAGEMENT GROUP, INC. | LYNCHBURG | 322235 | $289.8M | 19 | 2026-03-31 | → |
| 3069 | CENTER FOR ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 147981 | $257.1M | 6 | 2026-03-31 | → |
| 3070 | STORGE PARTNERS ECONOMIC STUDIES LLC | CORAL GABLES | 305395 | $866.6M | 5 | 2026-02-28 | → |
| 3071 | SOPHIS INVESTMENTS LLC | NEW YORK | 170391 | $129.9M | 5 | 2026-06-30 | → |
| 3072 | ARK ROYAL WEALTH MANAGEMENT LLC | RALEIGH | 175151 | $169.3M | 4 | 2026-03-31 | → |
| 3073 | CAPITAL DEVELOPERS, LLC | GREENVILLE | 292797 | $221.5M | 5 | 2026-03-31 | → |
| 3074 | BLUE GRANITE CAPITAL, LLC | CHARLESTON | 125607 | $108.8M | 3 | 2026-03-31 | → |
| 3075 | MELFA WEALTH MANAGEMENT, INC. | WESTBOROUGH | 315131 | $348.8M | 6 | 2026-03-31 | → |
| 3076 | GRANEY & KING, LLC | LATHAM | 126461 | $484.4M | 4 | 2026-03-31 | → |
| 3077 | PRESTON F. SANDERS, CHFC, LLC | WATKINSVILLE | 125741 | $148.8M | 3 | 2026-03-31 | → |
| 3078 | FULLY FINANCIAL, LLC | ATHENS | 326015 | $111.1M | 3 | 2026-06-30 | → |
| 3079 | HUTCHINSON FINANCIAL ADVISORS, INC | GLEN ALLEN | 116062 | $120.9M | 4 | 2025-05-31 | → |
| 3080 | T.M. WEALTH MANAGEMENT, LLC | RESTON | 287965 | $209.8M | 6 | 2026-03-31 | → |
| 3081 | AVIANCE CAPITAL PARTNERS LLC | NAPLES | 146597 | $1.13B | 11 | 2026-04-30 | → |
| 3082 | YEOMANS CONSULTING GROUP, INC. | MARIETTA | 125573 | $377.1M | 14 | 2026-01-31 | → |
| 3083 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. | PARSIPPANY | 171967 | $237.4M | 5 | 2026-03-31 | → |
| 3084 | COLMAN KNIGHT ADVISORY GROUP, LLC | ACTON | 119696 | $187.7M | 8 | 2026-06-30 | → |
| 3085 | FINANCIAL ASSET MANAGEMENT CORP | CHAPPAQUA | 106643 | $436.2M | 3 | 2026-03-31 | → |
| 3086 | FIDUCIARY WEALTH ADVISORS, LLC | SARASOTA | 170709 | $114.1M | 1 | 2025-02-28 | → |
| 3087 | G10 LLC | HUNT VALLEY | 322876 | $4.91B | 49 | 2026-05-31 | → |
| 3088 | MINT ASSET MANAGEMENT LLC | NEW YORK | 315568 | $64.5M | 4 | 2026-03-31 | → |
| 3089 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | HINGHAM | 309943 | $166.3M | 3 | 2026-03-31 | → |
| 3090 | CONSTITUTION CAPITAL LLC | SHELTON | 310378 | $241.3M | 6 | 2026-02-28 | → |
| 3091 | SAPERSTON LEGACY ADVISORS, INC. | HAMBURG | 105849 | $180.8M | 5 | 2026-03-31 | → |
| 3092 | BARR FINANCIAL SERVICES, LLC | WINTER PARK | 125444 | $269.2M | 2 | 2026-05-31 | → |
| 3093 | PINAFORE WEALTH COUNSEL INC. | DURHAM | 170540 | $173.6M | 2 | 2026-02-28 | → |
| 3094 | CODE WAECHTER LLC | TAMPA | 289372 | $409.0M | 9 | 2026-01-31 | → |
| 3095 | VENOR CAPITAL MANAGEMENT LP | NEW YORK | 158327 | $254.0M | 4 | 2026-03-31 | → |
| 3096 | BOSTON RESEARCH AND MANAGEMENT, INC. | MANCHESTER | 107643 | $676.2M | 8 | 2026-03-31 | → |
| 3097 | JEFFREY N. MEHLER, CFP LLC | ESSEX | 126681 | $416.2M | 9 | 2026-03-31 | → |
| 3098 | BUSINESS-OWNER STRATEGIES GROUP, LLC | APEX | 297243 | $134.8M | 9 | 2026-01-31 | → |
| 3099 | D & P INVESTMENT ADVISORS, LTD. | WAKEFIELD | 119631 | $197.8M | 1 | 2026-03-31 | → |
| 3100 | SMITH, BROWN & GROOVER, INC. | MACON | 1329 | $284.2M | 7 | 2026-03-31 | → |
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