Research Report · 2026-06-30
Largest Registered Investment Advisers in the East Coast
SEC-registered investment advisers based in the East Coast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
6,740
Total AUM
$82.21T
Median AUM
$529.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 2101 | LAUREL OAK WEALTH MANAGEMENT, LLC | MARLTON | 336824 | $1.40B | 22 | 2026-06-30 | → |
| 2102 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | AUGUSTA | 297305 | $1.40B | 9 | 2026-03-31 | → |
| 2103 | ACORN FINANCIAL ADVISORY SERVICES, INC. | RESTON | 116763 | $1.40B | 11 | 2026-06-30 | → |
| 2104 | FOURWORLD CAPITAL MANAGEMENT LLC | NEW YORK | 284138 | $1.40B | 17 | 2026-05-31 | → |
| 2105 | MATRIX ASSET ADVISORS INC | WHITE PLAINS | 107408 | $1.40B | 12 | 2026-03-31 | → |
| 2106 | KUDU INVESTMENT HOLDINGS, LLC | NEW YORK | 174350 | $1.39B | 18 | 2026-05-31 | → |
| 2107 | MARIETTA WEALTH MANAGEMENT, LLC | MARIETTA | 281782 | $1.39B | 12 | 2026-03-31 | → |
| 2108 | MORTGAGE INDUSTRY ADVISORY CORPORATION | NEW YORK | 122337 | $1.39B | 73 | 2025-02-28 | → |
| 2109 | SPC FINANCIAL INC | ROCKVILLE | 104618 | $1.39B | 33 | 2025-03-31 | → |
| 2110 | CC MANAGEMENT GP, LLC | CHARLOTTE | 168693 | $1.39B | 17 | 2026-03-31 | → |
| 2111 | TOWN LANE MANAGEMENT LP | NEW YORK | 328404 | $1.38B | 15 | 2026-03-31 | → |
| 2112 | THE PINNACLE FINANCIAL GROUP | ROCKVILLE CENTRE | 164395 | $1.38B | 54 | 2026-03-31 | → |
| 2113 | SHEPHERD FINANCIAL PARTNERS, LLC | WINCHESTER | 169093 | $1.38B | 24 | 2026-03-31 | → |
| 2114 | LYKOS GLOBAL MANAGEMENT, LP | STAMFORD | 329441 | $1.38B | 11 | 2026-06-30 | → |
| 2115 | FIDELIS INVESTORS, LLC | CRANFORD | 306920 | $1.38B | 17 | 2026-06-30 | → |
| 2116 | COHESIVE CAPITAL MANAGEMENT, L.P. | NEW YORK | 160274 | $1.38B | 8 | 2026-03-31 | → |
| 2117 | TURNING ROCK PARTNERS, L.P. | NEW YORK | 287608 | $1.38B | 21 | 2026-03-31 | → |
| 2118 | GRANVILLE CAPITAL, INC. | GREENSBORO | 126679 | $1.37B | 9 | 2026-03-31 | → |
| 2119 | BRIARWOOD CHASE MANAGEMENT LLC | NEW YORK | 170245 | $1.37B | 15 | 2026-04-30 | → |
| 2120 | AGAMERICA LENDING LLC | LAKELAND | 164866 | $1.37B | 62 | 2026-03-31 | → |
| 2121 | ARCADIA INVESTMENT PARTNERS LLC | NEW YORK | 161426 | $1.37B | 8 | 2026-03-31 | → |
| 2122 | J. L. BAINBRIDGE & CO., INC. | SARASOTA | 108058 | $1.37B | 11 | 2026-03-31 | → |
| 2123 | BEIRNE WEALTH CONSULTING SERVICES, LLC | SHELTON | 167103 | $1.37B | 9 | 2026-03-31 | → |
| 2124 | ONYX BRIDGE WEALTH GROUP LLC | TARRYTOWN | 306097 | $1.37B | 32 | 2026-05-31 | → |
| 2125 | BLACK DIAMOND FINANCIAL, LLC | LUTHERVILLE | 145108 | $1.37B | 17 | 2026-03-31 | → |
| 2126 | NEXT LEVEL PRIVATE LLC | HARRISON | 313247 | $1.37B | 16 | 2026-03-31 | → |
| 2127 | SEAVIEW INVESTMENT MANAGERS LLC | CORAL GABLES | 300155 | $1.37B | 13 | 2026-05-31 | → |
| 2128 | AEGIS FINANCIAL CORPORATION | MCLEAN | 111587 | $1.37B | 6 | 2026-03-31 | → |
| 2129 | HOLLOW BROOK WEALTH MANAGEMENT LLC | KATONAH | 145521 | $1.37B | 18 | 2026-03-31 | → |
| 2130 | OAKRIDGE MANAGEMENT GROUP LLC | STAMFORD | 306284 | $1.37B | 6 | 2026-03-31 | → |
| 2131 | FIRST NATIONAL ADVISORS LLC | ROCKLAND | 120859 | $1.37B | 10 | 2025-02-28 | → |
| 2132 | ORIBEL CAPITAL MANAGEMENT, LP | NEW YORK | 283118 | $1.37B | 11 | 2026-03-31 | → |
| 2133 | SHEETS SMITH WEALTH MANAGEMENT | WINSTON SALEM | 105710 | $1.37B | 15 | 2026-03-31 | → |
| 2134 | BBVA GLOBAL WEALTH ADVISORS, INC. | MIAMI | 327326 | $1.36B | 84 | 2026-06-30 | → |
| 2135 | 10T HOLDINGS, LLC | NEW YORK | 313081 | $1.36B | 17 | 2025-08-31 | → |
| 2136 | HEARTWOOD PARTNERS, LLC | NORWALK | 313052 | $1.36B | 27 | 2026-03-31 | → |
| 2137 | SGROI WEALTH ADVISORY GROUP LLC | WEST SENECA | 289764 | $1.36B | 27 | 2026-02-28 | → |
| 2138 | OCTAGON FINANCIAL SERVICES INC | MCLEAN | 107335 | $1.36B | 24 | 2025-03-31 | → |
| 2139 | ALLY BRIDGE GROUP (PE) LLC | NEW YORK | 315273 | $1.35B | 18 | 2025-03-31 | → |
| 2140 | CHI-RHO FINANCIAL, LLC | ATLANTA | 138947 | $1.35B | 13 | 2026-03-31 | → |
| 2141 | HOBE MOUNTAIN CAPITAL MANAGEMENT LLC | WEST PALM BEACH | 338577 | $1.35B | 6 | 2026-04-30 | → |
| 2142 | INNOVATUS CAPITAL PARTNERS, LLC | NEW YORK | 281928 | $1.35B | 20 | 2026-03-31 | → |
| 2143 | FIFTH AVENUE FAMILY OFFICE LLC | NAPLES | 122448 | $1.35B | 7 | 2026-03-31 | → |
| 2144 | INTELLUS ADVISORS, LLC | NAPLES | 332883 | $1.35B | 15 | 2026-03-31 | → |
| 2145 | MOISAND FITZGERALD TAMAYO, LLC | ORLANDO | 109419 | $1.35B | 30 | 2026-03-31 | → |
| 2146 | 12 WEST CAPITAL MANAGEMENT LP | NEW YORK | 160197 | $1.35B | 11 | 2026-03-31 | → |
| 2147 | GREENPOINT GROUP, LP | NEW YORK | 310532 | $1.35B | 13 | 2026-05-31 | → |
| 2148 | EQUITY RESOURCE INVESTMENTS, LLC | CAMBRIDGE | 161186 | $1.34B | 27 | 2026-05-31 | → |
| 2149 | WEATHERBIE CAPITAL, LLC | BOSTON | 105991 | $1.34B | 7 | 2026-06-30 | → |
| 2150 | ORANGEWOOD PARTNERS MANAGEMENT LLC | NEW YORK | 282292 | $1.34B | 15 | 2026-03-31 | → |
| 2151 | PAYNE CAPITAL MANAGEMENT, LLC | NEW YORK | 147119 | $1.34B | 17 | 2026-03-31 | → |
| 2152 | FCO ADVISORS LP | NEW YORK | 290182 | $1.34B | 11 | 2026-03-31 | → |
| 2153 | SALOMON AND LUDWIN, LLC | RICHMOND | 292456 | $1.34B | 12 | 2026-05-31 | → |
| 2154 | VERSOR INVESTMENTS LP | NEW YORK | 171663 | $1.34B | 59 | 2025-11-30 | → |
| 2155 | CAROLINAS WEALTH CONSULTING LLC | CHARLOTTE | 300003 | $1.34B | 18 | 2025-03-31 | → |
| 2156 | GRANITE STATE CAPITAL MANAGEMENT, LP | GREENWICH | 284888 | $1.33B | 7 | 2026-03-31 | → |
| 2157 | WENDELL DAVID ASSOCIATES INC | PORTSMOUTH | 106664 | $1.33B | 5 | 2026-03-31 | → |
| 2158 | EVERMAY WEALTH MANAGEMENT, LLC | ARLINGTON | 149230 | $1.33B | 24 | 2026-03-31 | → |
| 2159 | NEWLIGHT PARTNERS LP | NEW YORK | 296190 | $1.32B | 19 | 2026-05-31 | → |
| 2160 | CHILTON INVESTMENT COMPANY, INC. | STAMFORD | 120107 | $1.32B | 29 | 2026-04-30 | → |
| 2161 | STEIGERWALD, GORDON & KOCH INC. | LEESBURG | 111685 | $1.32B | 16 | 2026-04-30 | → |
| 2162 | ALLIE FAMILY OFFICE LLC | MIAMI | 307144 | $1.32B | 11 | 2026-03-31 | → |
| 2163 | NORTH CASTLE PARTNERS, LLC | NEW YORK | 158213 | $1.32B | 13 | 2026-04-30 | → |
| 2164 | LIVE OAK PRIVATE WEALTH, LLC | WILMINGTON | 297904 | $1.32B | 12 | 2026-04-30 | → |
| 2165 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | BOSTON | 138538 | $1.32B | 10 | 2026-03-31 | → |
| 2166 | RIVER PARTNERS CAPITAL MANAGEMENT, LP | NEW YORK | 172496 | $1.32B | 13 | 2026-06-30 | → |
| 2167 | GOLDENX COMPANY | WOBURN | 326730 | $1.32B | 11 | 2026-03-31 | → |
| 2168 | AWM INVESTMENT COMPANY INC | NEW YORK | 110346 | $1.32B | 14 | 2026-03-31 | → |
| 2169 | NEW ENGLAND PROFESSIONAL PLANNING GROUP INC. | WESTERLY | 108868 | $1.32B | 16 | 2026-03-31 | → |
| 2170 | OTRO CAPITAL MANAGEMENT, LLC | NEW YORK | 327232 | $1.32B | 11 | 2026-03-31 | → |
| 2171 | TOPSAIL WEALTH MANAGEMENT LLC | CHARLOTTE | 331098 | $1.31B | 5 | 2026-05-31 | → |
| 2172 | NORTHAMPTON CAPITAL PARTNERS LLC | MIAMI | 329072 | $1.31B | 12 | 2026-05-31 | → |
| 2173 | RCM GA MANAGER LLC | NEW YORK | 331637 | $1.31B | 71 | 2026-03-31 | → |
| 2174 | METACAPITAL MANAGEMENT, L.P. | NEW YORK | 138405 | $1.31B | 8 | 2026-03-31 | → |
| 2175 | PBMARES WEALTH MANAGEMENT LLC | WILLIAMSBURG | 116218 | $1.30B | 22 | 2025-11-30 | → |
| 2176 | DB ADVISORY AMERICA, LIMITED(LTD) | NEW YORK | 313938 | $1.30B | 2 | 2026-01-31 | → |
| 2177 | CALIGAN PARTNERS, LP | NEW YORK | 289887 | $1.30B | 5 | 2026-05-31 | → |
| 2178 | BEACON CAPITAL PARTNERS, LLC | BOSTON | 158137 | $1.30B | 101 | 2026-03-31 | → |
| 2179 | SAGEWIND CAPITAL LLC | NEW YORK | 288855 | $1.30B | 13 | 2026-03-31 | → |
| 2180 | CRYSTAL CAPITAL PARTNERS, LLC | BAY HARBOR ISLANDS | 146010 | $1.30B | 23 | 2026-03-31 | → |
| 2181 | PINNACLE INVESTMENTS, LLC | EAST SYRACUSE | 142910 | $1.29B | 60 | 2026-06-30 | → |
| 2182 | SIO CAPITAL MANAGEMENT, LLC | NEW YORK | 165989 | $1.29B | 13 | 2026-03-31 | → |
| 2183 | WOODSTOCK CORPORATION | BOSTON | 110662 | $1.29B | 10 | 2026-06-30 | → |
| 2184 | BLUESTEM ASSET MANAGEMENT, LLC | CHARLOTTESVILLE | 158330 | $1.29B | 4 | 2026-05-31 | → |
| 2185 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC | RALEIGH | 148156 | $1.29B | 14 | 2026-02-28 | → |
| 2186 | BIP CAPITAL, LLC | ATLANTA | 292983 | $1.29B | 50 | 2026-03-31 | → |
| 2187 | ARBOR INVESTMENT ADVISORS, LLC | WINSTON SALEM | 111077 | $1.29B | 8 | 2026-03-31 | → |
| 2188 | ACADEMY ASSET MANAGEMENT, LLC | NEW YORK | 319774 | $1.29B | 13 | 2026-02-28 | → |
| 2189 | WAHED INVEST LLC | NEW YORK | 242793 | $1.29B | 9 | 2026-06-30 | → |
| 2190 | RIZVI TRAVERSE MANAGEMENT, LLC | WEST PALM BEACH | 160733 | $1.29B | 9 | 2026-03-31 | → |
| 2191 | CANAL CAPITAL MANAGEMENT, LLC | RICHMOND | 164971 | $1.28B | 6 | 2026-06-30 | → |
| 2192 | IBEX WEALTH ADVISORS, LLC | WEST PALM BEACH | 168674 | $1.28B | 10 | 2026-03-31 | → |
| 2193 | LORD ABBETT PRIVATE CREDIT ADVISOR LLC | JERSEY CITY | 332701 | $1.28B | 821 | 2025-12-31 | → |
| 2194 | OBSIDIAN CIO, LLC | NEW YORK | 289000 | $1.28B | 6 | 2026-06-30 | → |
| 2195 | NEW LEGACY GROUP, LLC | NEW YORK | 160969 | $1.28B | 17 | 2026-06-30 | → |
| 2196 | BIGSUR WEALTH MANAGEMENT, LLC | MIAMI | 146511 | $1.28B | 16 | 2026-03-31 | → |
| 2197 | PRIVATE CAPITAL ADVISORS, INC. | DARIEN | 125771 | $1.28B | 6 | 2026-03-31 | → |
| 2198 | NEWPORT CAPITAL GROUP, LLC | RED BANK | 144442 | $1.28B | 18 | 2026-03-31 | → |
| 2199 | AMERICAN FINANCIAL ADVISORS INC | WINTER PARK | 108530 | $1.28B | 8 | 2026-02-28 | → |
| 2200 | ECOSYSTEM INVESTMENT PARTNERS, LLC | BALTIMORE | 165149 | $1.28B | 20 | 2026-03-31 | → |
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