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 | |
|---|---|---|---|---|---|---|---|
| 3101 | MATSON FINANCIAL ADVISORS, INC. | DANBURY | 122480 | $518.9M | 9 | 2026-03-31 | → |
| 3102 | GENESIS FINANCIAL GROUP, LLC | PARAMUS | 327996 | $171.3M | 2 | 2026-03-31 | → |
| 3103 | GUNDERSON CAPITAL MANAGEMENT, LLC | MOUNT PLEASANT | 140795 | $395.8M | 4 | 2026-04-30 | → |
| 3104 | VISION INVESTMENT ADVISORS, LLC | STAMFORD | 109621 | $137.4M | 9 | 2026-05-31 | → |
| 3105 | SUCCESSFUL PORTFOLIOS LLC | CLEARWATER | 152429 | $281.5M | 3 | 2026-03-31 | → |
| 3106 | COTTAGE STREET ADVISORS, LLC | MARION | 173487 | $333.8M | 4 | 2026-03-31 | → |
| 3107 | NORTHSTAR ASSET MANAGEMENT LLC | BERKELEY HEIGHTS | 129112 | $347.9M | 10 | 2026-03-31 | → |
| 3108 | WALLICK INVESTMENTS, LLC | COLUMBIA | 162976 | $126.5M | 5 | 2026-02-28 | → |
| 3109 | BLUEPRINT WEALTH MANAGEMENT, LLC | THE VILLAGES | 169997 | $145.7M | 19 | 2026-03-31 | → |
| 3110 | HILLCREST WEALTH ADVISORS - NY, LLC | HOLMDEL | 126818 | $390.7M | 2 | 2026-05-31 | → |
| 3111 | GREENWOOD INVESTORS LLC | NEW YORK | 155088 | $179.8M | 4 | 2026-03-31 | → |
| 3112 | DAVIDSON WEALTH MANAGEMENT LLC | FORKED RIVER | 153227 | $172.4M | 5 | 2026-06-30 | → |
| 3113 | HARRADEN CIRCLE INVESTMENTS, LLC | NEW YORK | 310227 | $562.9M | 9 | 2026-03-31 | → |
| 3114 | SAGACE WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 307212 | $162.7M | 7 | 2026-02-28 | → |
| 3115 | KANEN WEALTH MANAGEMENT LLC | COCONUT CREEK | 282746 | $404.6M | 5 | 2026-05-31 | → |
| 3116 | ANDERSON GRIGGS & COMPANY, INC. | ROCK HILL | 110313 | $133.6M | 3 | 2026-01-31 | → |
| 3117 | KORVING & COMPANY LLC | SUFFOLK | 152095 | $137.5M | 3 | 2026-03-31 | → |
| 3118 | WAYPOINTS FINANCIAL, LLC | SEBRING | 157494 | $157.7M | 3 | 2026-03-31 | → |
| 3119 | METIS WEALTH MANAGEMENT & PLANNING LLC | BLUFFTON | 305086 | $114.9M | 2 | 2026-01-31 | → |
| 3120 | HUDSON PARK MANAGEMENT, LLC | NEW YORK | 312410 | $57.0M | 2 | 2025-03-31 | → |
| 3121 | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRINCETON | 166539 | $612.8M | 11 | 2026-03-31 | → |
| 3122 | FINANCIAL INDEPENDENCE, LLC | WARWICK | 150515 | $288.1M | 7 | 2026-03-31 | → |
| 3123 | VALUE INVESTMENT PROFESSIONALS, LLC | NEW YORK | 164704 | $246.7M | 4 | 2026-03-31 | → |
| 3124 | MERITIS WEALTH MANAGEMENT, INC. | POTOMAC | 336539 | $224.4M | 3 | 2026-06-30 | → |
| 3125 | ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. | NEW YORK | 150522 | $11.30B | 124 | 2026-03-31 | → |
| 3126 | MONTGOMERY INVESTMENT MANAGEMENT INC | ROCKVILLE | 105417 | $490.0M | 3 | 2026-02-28 | → |
| 3127 | ANCHOR WEALTH MANAGEMENT GROUP LLC | WEST PALM BEACH | 329286 | $233.0M | 1 | 2026-03-31 | → |
| 3128 | HORIZON FINANCIAL SERVICES, LLC | WINSTON SALEM | 158798 | $262.4M | 8 | 2026-03-31 | → |
| 3129 | INCOME & ASSET ADVISORY, INC. | ARMONK | 124955 | $174.8M | 4 | 2026-03-31 | → |
| 3130 | STEINBERG ASSET MANAGEMENT, LLC | NEW YORK | 118968 | $172.2M | 5 | 2026-03-31 | → |
| 3131 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | RICHMOND | 293020 | $745.1M | 7 | 2026-03-31 | → |
| 3132 | SUMMIT PLANNING GROUP, INC. | E. SYRACUSE | 125994 | $111.0M | 4 | 2026-03-31 | → |
| 3133 | UNIFIED WEALTH MANAGEMENT LLC | OLDSMAR | 284553 | $151.3M | 2 | 2026-03-31 | → |
| 3134 | BLUE SPARK CAPITAL ADVISORS LLC | NEW YORK | 159025 | $242.8M | 4 | 2026-03-31 | → |
| 3135 | REDWOOD ADVISORY, LLC | NEW YORK | 322770 | $88.5M | 2 | 2026-03-31 | → |
| 3136 | GLASS JACOBSON INVESTMENT ADVISORS, LLC | OWINGS MILLS | 120141 | $928.0M | 9 | 2026-03-31 | → |
| 3137 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | FAIRPORT | 289116 | $222.6M | 3 | 2026-02-28 | → |
| 3138 | INTEGRATED FINANCIAL CONSULTING, LLC | AIRMONT | 130920 | $141.5M | 1 | 2026-03-31 | → |
| 3139 | JACKSON FINANCIAL SERVICES, LLC | MT. PLEASANT | 132252 | $498.1M | 3 | 2026-03-31 | → |
| 3140 | MANNA WEALTH MANAGEMENT INC. | MIAMI BEACH | 332313 | $146.1M | 2 | 2026-03-31 | → |
| 3141 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | ATLANTA | 301879 | $1.28B | 37 | 2026-03-31 | → |
| 3142 | INNOVATIVE ADVISORY GROUP, LLC | LEXINGTON | 146618 | $194.0M | 10 | 2026-02-28 | → |
| 3143 | FINANCIAL COUNCIL, LLC | TOWSON | 110748 | $1.27B | 21 | 2026-05-31 | → |
| 3144 | WEALTH INTELLIGENCE, LLC | COLUMBUS | 333253 | $247.5M | 5 | 2026-02-28 | → |
| 3145 | GUARDANT PARTNERS LLC | MIAMI | 339708 | $149.3M | 4 | 2026-05-31 | → |
| 3146 | SILVER GROVE FINANCIAL GROUP, INC. | ORCHARD PARK | 287512 | $453.6M | 17 | 2026-06-30 | → |
| 3147 | RALPH PARKS INVESTMENT GROUP LLC | PITTSFORD | 138121 | $82.9M | 3 | 2025-09-30 | → |
| 3148 | COMPASS WEALTH MANAGEMENT, LLC | ATLANTA | 156482 | $307.7M | 4 | 2026-02-28 | → |
| 3149 | FAMILY PARTNERS CAPITAL, LLC | HAMILTON | 304176 | $92.3M | 2 | 2026-03-31 | → |
| 3150 | CANNON ADVISORS, INC. | CHARLOTTE | 293929 | $181.6M | 5 | 2026-03-31 | → |
| 3151 | KENNEDY INVESTMENT GROUP, INC. | WEST DEPTFORD | 322605 | $633.2M | 12 | 2026-02-28 | → |
| 3152 | PLUM POINTE WEALTH MANAGEMENT, LLC | PROVIDENCE | 332618 | $104.7M | 3 | 2026-05-31 | → |
| 3153 | CARTER, TERRY & COMPANY, INC. | ATLANTA | 16365 | $104.0M | 33 | 2026-03-31 | → |
| 3154 | CORE WEALTH ADVISORS, INC. | LAKELAND | 174386 | $702.1M | 13 | 2026-06-30 | → |
| 3155 | ARIA WEALTH PARTNERS, LLC | CHARLOTTESVILLE | 334270 | $112.3M | 3 | 2026-03-31 | → |
| 3156 | OLD NORTH STATE WEALTH MANAGEMENT, LLC | WILMINGTON | 148659 | $452.6M | 6 | 2026-03-31 | → |
| 3157 | CRAFT ASSET MANAGEMENT LLC | TAMPA | 289557 | $120.8M | 7 | 2026-05-31 | → |
| 3158 | BETRO MILESZKO & COMPANY, LLC | FOXBORO | 145184 | $144.8M | 2 | 2026-03-31 | → |
| 3159 | BUFFALO BUSINESS & ESTATE SERVICES LTD | ORCHARD PARK | 337303 | $764.9M | 15 | 2026-01-31 | → |
| 3160 | MILESTONE FINANCIAL PLANNING, LLC | BEDFORD | 283439 | $590.3M | 23 | 2026-04-30 | → |
| 3161 | TALISMAN WEALTH ADVISORS, LLC | MOUNTAINSIDE | 313283 | $251.3M | 4 | 2026-03-31 | → |
| 3162 | DONOGHUE FORLINES LLC | BOSTON | 285403 | $370.5M | 7 | 2026-03-31 | → |
| 3163 | WEATHERHELM CAPITAL MANAGEMENT LLC | CAMBRIDGE | 175019 | $90.6M | 4 | 2026-03-31 | → |
| 3164 | MOISAND FITZGERALD TAMAYO, LLC | ORLANDO | 109419 | $1.35B | 30 | 2026-03-31 | → |
| 3165 | OBERON ASSET MANAGEMENT, LLC | NEW YORK | 123494 | $232.7M | 4 | 2026-05-31 | → |
| 3166 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | SAINT AUGUSTINE | 312164 | $185.9M | 3 | 2026-03-31 | → |
| 3167 | VALENCE8 US LP | CAMBRIDGE | 317389 | $1.88B | 8 | 2026-03-31 | → |
| 3168 | J.M. BRUDERMAN & COMPANY, LLC | LOCUST VALLEY | 323195 | $78.5M | 5 | 2026-02-28 | → |
| 3169 | FRAZIER FINANCIAL CONSULTANTS, LLC | CHAPEL HILL | 112897 | $196.0M | 3 | 2026-02-28 | → |
| 3170 | OUELLETTE WEALTH ADVISORY LLC | LEXINGTON | 289242 | $274.4M | 7 | 2026-06-30 | → |
| 3171 | KEVIN M. GIBNEY AND COMPANY, LLC | ISELIN | 151879 | $306.9M | 2 | 2026-03-31 | → |
| 3172 | RETIREMENT PLANNING GROUP, LLC | MALTA | 310647 | $375.4M | 8 | 2026-03-31 | → |
| 3173 | NDVR, INC. | BOSTON | 310602 | $203.8M | 14 | 2025-04-30 | → |
| 3174 | WJ FINANCIAL ADVISORS, LLC | KILLINGWORTH | 142761 | $203.4M | 3 | 2026-04-30 | → |
| 3175 | DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. | WILLIAMSBURG | 173083 | $213.1M | 2 | 2026-03-31 | → |
| 3176 | FREDERICK FINANCIAL CONSULTANTS, LLC | FREDERICK | 314290 | $551.1M | 7 | 2026-03-31 | → |
| 3177 | FOX HILL WEALTH MANAGEMENT | DEDHAM | 321881 | $290.2M | 8 | 2026-03-31 | → |
| 3178 | ARMADA ADVISORS, INC. | PENSACOLA | 150416 | $190.3M | 2 | 2026-02-28 | → |
| 3179 | ELEMENT POINTE ADVISORS, LLC | MIAMI | 282750 | $1.22B | 11 | 2026-05-31 | → |
| 3180 | 8TH STREET INVESTMENTS, LLC | ALEXANDRIA | 148727 | $166.9M | 3 | 2026-03-31 | → |
| 3181 | SAGEBROADVIEW WEALTH MANAGEMENT, LLC | FARMINGTON | 126472 | $397.2M | 8 | 2026-06-30 | → |
| 3182 | REDWOOD FINANCIAL PLANNING, LLC | SCOTCH PLAINS | 291250 | $388.8M | 4 | 2026-04-30 | → |
| 3183 | THE MUSTICO FINANCIAL GROUP, INC. | ELMIRA | 125763 | $316.5M | 4 | 2026-01-31 | → |
| 3184 | CONSCIOUS WEALTH INVESTMENTS, LLC | ATLANTA | 319143 | $272.8M | 7 | 2026-06-30 | → |
| 3185 | NORTH WOODS ASSET MANAGEMENT LLC | BUFFALO | 226575 | $150.4M | 2 | 2026-03-31 | → |
| 3186 | BRIA CAPITAL GROUP, LLC | WESLEY CHAPEL | 175258 | $155.1M | 5 | 2026-03-31 | → |
| 3187 | TRG CAPITAL MANAGEMENT INCORPORATED | RALEIGH | 146674 | $118.2M | 5 | 2026-06-30 | → |
| 3188 | LEEB CAPITAL MANAGEMENT, INC. | NEW YORK | 104793 | $111.9M | 8 | 2026-05-31 | → |
| 3189 | PASSIVE MANAGEMENT LLC | NEW YORK | 314627 | $22.6M | 2 | 2026-06-30 | → |
| 3190 | COVINGTONALSINA, LLC | JACKSONVILLE | 326810 | $282.9M | 5 | 2026-04-30 | → |
| 3191 | ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC | ROSWELL | 322496 | $295.3M | 4 | 2025-03-31 | → |
| 3192 | MONTVUE CAPITAL MANAGEMENT, INC. | LYNCHBURG | 116807 | $357.2M | 5 | 2026-01-31 | → |
| 3193 | WHITE OAK FINANCIAL MANAGEMENT, INC | ASHEVILLE | 142615 | $143.5M | 3 | 2026-01-31 | → |
| 3194 | COMPREHENSIVE PLANNING ASSOCIATES, INC. | LEBANON | 115932 | $138.4M | 4 | 2026-03-31 | → |
| 3195 | KUCHARO WEALTH, LLC | CHARLOTTE | 329601 | $123.7M | 2 | 2026-05-31 | → |
| 3196 | MIDDLE STREET CAPITAL, LLC | NEWFIELDS | 226513 | $132.1M | 1 | 2026-05-31 | → |
| 3197 | LENK LADNER INVESTMENT SOLUTIONS LLC | OSTERVILLE | 109927 | $337.3M | 3 | 2026-03-31 | → |
| 3198 | DERRYRUSH WEALTH MANAGEMENT LLC | WEST SAYVILLE | 338575 | $25.8M | 1 | 2026-03-31 | → |
| 3199 | HTG INVESTMENT ADVISORS INC | NEW CANAAN | 108614 | $1.11B | 12 | 2026-04-30 | → |
| 3200 | SANDRO WEALTH MANAGEMENT LLC | FAIRFIELD | 332113 | $227.6M | 21 | 2026-05-31 | → |
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