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 | |
|---|---|---|---|---|---|---|---|
| 2201 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | ATLANTA | 301879 | $1.28B | 37 | 2026-03-31 | → |
| 2202 | PROMETHOS CAPITAL, LLC | BOSTON | 300915 | $1.27B | 6 | 2026-04-30 | → |
| 2203 | FINANCIAL COUNCIL, LLC | TOWSON | 110748 | $1.27B | 21 | 2026-05-31 | → |
| 2204 | GRANITE BAY WEALTH MANAGEMENT, LLC | PORTSMOUTH | 174765 | $1.27B | 28 | 2026-06-30 | → |
| 2205 | SAGEHALL MANAGEMENT LP | NEW YORK | 314770 | $1.27B | 16 | 2026-03-31 | → |
| 2206 | GREENLIGHT MASTERS, LLC | NEW YORK | 157082 | $1.27B | 2 | 2026-03-31 | → |
| 2207 | WEALTHSHIELD PARTNERS, LLC | CARY | 169584 | $1.27B | 23 | 2026-03-31 | → |
| 2208 | MADISON RIVER CAPITAL LLC | NEW YORK | 286411 | $1.26B | 14 | 2026-03-31 | → |
| 2209 | CHEMISTRY WEALTH MANAGEMENT LLC | NEW YORK | 316069 | $1.26B | 11 | 2026-03-31 | → |
| 2210 | SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC | GREENWICH | 317225 | $1.26B | 357 | 2026-03-31 | → |
| 2211 | CANAL ROAD CAPITAL, LLC | MIAMI | 327488 | $1.26B | 16 | 2026-03-31 | → |
| 2212 | ABSHER WEALTH MANAGEMENT, LLC | CHAPEL HILL | 304642 | $1.26B | 9 | 2026-05-31 | → |
| 2213 | ENTERPRISE INVESTORS CORPORATION | NEW YORK | 160833 | $1.26B | 36 | 2026-03-31 | → |
| 2214 | OSPRAIE MANAGEMENT, LLC | RYE | 305479 | $1.26B | 20 | 2026-03-31 | → |
| 2215 | MONTIS FINANCIAL, LLC | WALTHAM | 163986 | $1.26B | 26 | 2026-03-31 | → |
| 2216 | PROFESSIONAL ADVISORY SERVICES INC | VERO BEACH | 105397 | $1.26B | 13 | 2026-03-31 | → |
| 2217 | GREEN CENTURY CAPITAL MANAGEMENT INC | BOSTON | 112442 | $1.26B | 16 | 2025-09-30 | → |
| 2218 | HARVEY CAPITAL PARTNERS, L.P. | NEW YORK | 327590 | $1.26B | 15 | 2026-03-31 | → |
| 2219 | ULLMANN WEALTH PARTNERS GROUP, LLC | JACKSONVILLE BEACH | 316697 | $1.25B | 13 | 2026-03-31 | → |
| 2220 | JAMES J. BURNS & COMPANY, LLC | MELVILLE | 140452 | $1.25B | 17 | 2026-03-31 | → |
| 2221 | ARBITER PARTNERS CAPITAL MANAGEMENT, LLC | NEW YORK | 156290 | $1.25B | 12 | 2026-04-30 | → |
| 2222 | SUPERSTATE ADVISERS LLC | NEW YORK | 336188 | $1.25B | 33 | 2026-03-31 | → |
| 2223 | ALBANY ROAD INVESTMENT ADVISERS, LLC | DEDHAM | 290302 | $1.25B | 25 | 2026-03-31 | → |
| 2224 | NEO IVY CAPITAL MANAGEMENT, LLC | NEW YORK | 284999 | $1.24B | 12 | 2026-03-31 | → |
| 2225 | GILMAN HILL ASSET MANAGEMENT, LLC | NEW CANAAN | 143970 | $1.24B | 10 | 2026-03-31 | → |
| 2226 | NORTHWEST FINANCIAL ADVISORS LLC | HERNDON | 166769 | $1.24B | 37 | 2026-03-31 | → |
| 2227 | BLACKBARN CAPITAL PARTNERS LP | NEW YORK | 319137 | $1.24B | 11 | 2026-03-31 | → |
| 2228 | MT ASSET MANAGEMENT, LLC | MATAWAN | 147381 | $1.24B | 9 | 2026-05-31 | → |
| 2229 | ALTERNATIVE CAPITAL FUND MANAGEMENT LLC | ENGLEWOOD CLIFFS | 311532 | $1.24B | 13 | 2026-05-31 | → |
| 2230 | KORE ADVISORS LP | BOYNTON BEACH | 159663 | $1.24B | 15 | 2026-03-31 | → |
| 2231 | GE VERNOVA INVESTMENT ADVISERS, LLC | STAMFORD | 329905 | $1.24B | 21 | 2026-03-31 | → |
| 2232 | SOLEL PARTNERS LP | BOSTON | 305424 | $1.24B | 10 | 2026-03-31 | → |
| 2233 | OPAL WEALTH ADVISORS, LLC | JERICHO | 289759 | $1.24B | 20 | 2026-02-28 | → |
| 2234 | AGL US DL MANAGEMENT LLC | NEW YORK | 331398 | $1.24B | 0 | 2026-03-31 | → |
| 2235 | SEVEN GRAND MANAGERS LLC | BRONXVILLE | 310026 | $1.24B | 11 | 2026-03-31 | → |
| 2236 | OAKTOP CAPITAL MANAGEMENT II, L.P. | CHATHAM | 161896 | $1.23B | 3 | 2026-03-31 | → |
| 2237 | MIDDLETON & COMPANY INC. | BOSTON | 104549 | $1.23B | 16 | 2026-05-31 | → |
| 2238 | GRAVES LIGHT LENHART WEALTH, INC. | HARRISONBURG | 298283 | $1.23B | 11 | 2026-03-31 | → |
| 2239 | THEMES MANAGEMENT COMPANY LLC | GREENWICH | 323861 | $1.23B | 15 | 2026-03-31 | → |
| 2240 | SC&H FINANCIAL ADVISORS, INC. | HUNT VALLEY | 120666 | $1.23B | 24 | 2026-02-28 | → |
| 2241 | PLATFORM TECHNOLOGY PARTNERS LLC | LOCUST VALLEY | 305602 | $1.23B | 12 | 2026-03-31 | → |
| 2242 | LEGACY EDGE ADVISORS, LLC | SYOSSET | 328064 | $1.23B | 18 | 2026-04-30 | → |
| 2243 | CENTRE PARTNERS MANAGEMENT LLC | NEW YORK | 109534 | $1.23B | 23 | 2026-03-31 | → |
| 2244 | BERKSHIRE MONEY MANAGEMENT, INC. | DALTON | 124873 | $1.23B | 22 | 2026-03-31 | → |
| 2245 | QTRON INVESTMENTS LLC | BOSTON | 285608 | $1.23B | 7 | 2026-03-31 | → |
| 2246 | HARVEY PARTNERS, LLC | TARRYTOWN | 160681 | $1.23B | 5 | 2026-03-31 | → |
| 2247 | PRELUDE GROWTH PARTNERS MANAGEMENT COMPANY, LLC | NEW YORK | 293249 | $1.22B | 12 | 2026-03-31 | → |
| 2248 | PREMIER PATH WEALTH PARTNERS, LLC | MADISON | 325300 | $1.22B | 8 | 2026-05-31 | → |
| 2249 | MOUNTAIN POINT CREDIT MANAGEMENT LLC | GREENWICH | 330615 | $1.22B | 19 | 2026-03-31 | → |
| 2250 | ELEMENT POINTE ADVISORS, LLC | MIAMI | 282750 | $1.22B | 11 | 2026-05-31 | → |
| 2251 | WATER ISLAND CAPITAL,LLC | NEW YORK | 113358 | $1.22B | 26 | 2026-03-31 | → |
| 2252 | ICAPITAL REGISTERED FUND ADVISER LLC | NEW YORK | 310587 | $1.22B | 162 | 2026-04-30 | → |
| 2253 | CABOT WEALTH MANAGEMENT | BEVERLY | 107327 | $1.22B | 16 | 2026-06-30 | → |
| 2254 | INVESTMENT ADVISORY GROUP, LLC | SARASOTA | 109445 | $1.22B | 10 | 2026-02-28 | → |
| 2255 | SOA WEALTH ADVISORS, LLC | NEW YORK | 310448 | $1.22B | 20 | 2026-03-31 | → |
| 2256 | WISS PRIVATE CLIENT ADVISORS, LLC | FLORHAM PARK | 286319 | $1.22B | 12 | 2026-03-31 | → |
| 2257 | OLD IRONSIDES ENERGY, LLC | WALTHAM | 168670 | $1.21B | 13 | 2026-04-30 | → |
| 2258 | HUDSON COVE CAPITAL MANAGEMENT LLC | JERSEY CITY | 283128 | $1.21B | 12 | 2026-03-31 | → |
| 2259 | HAMILTON POINT INVESTMENT ADVISORS, LLC | CHAPEL HILL | 144534 | $1.21B | 12 | 2026-03-31 | → |
| 2260 | BMO CAPITAL MARKETS CORP. | NEW YORK | 16686 | $1.21B | 1,275 | 2025-09-30 | → |
| 2261 | TOKIO MARINE ASSET MANAGEMENT (USA), LTD. | NEW YORK | 158632 | $1.21B | 16 | 2026-04-30 | → |
| 2262 | AMERGIN ASSET MANAGEMENT, LLC | BOCA RATON | 323350 | $1.21B | 13 | 2026-03-31 | → |
| 2263 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | SPRINGFIELD | 105004 | $1.21B | 6 | 2026-03-31 | → |
| 2264 | WRIGHT INVESTORS SERVICE INC | SHELTON | 106302 | $1.21B | 22 | 2026-03-31 | → |
| 2265 | BRIGHTSPIRE CAPITAL ADVISORS, LLC | NEW YORK | 312908 | $1.20B | 47 | 2026-03-31 | → |
| 2266 | SUNRIVER MANAGEMENT LLC | GREENWICH | 281277 | $1.20B | 9 | 2026-03-31 | → |
| 2267 | BLUEMOUNTAIN FUJI MANAGEMENT, LLC | NEW YORK | 286502 | $1.20B | 0 | 2026-03-31 | → |
| 2268 | BREAKOUT CAPITAL PARTNERS LP | NEW YORK | 321224 | $1.20B | 16 | 2026-03-31 | → |
| 2269 | FLATIRON RR LLC, MANAGER SERIES | NEW YORK | 314505 | $1.20B | 19 | 2026-03-31 | → |
| 2270 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | BOCA RATON | 126767 | $1.20B | 12 | 2026-03-31 | → |
| 2271 | MODERN PORTFOLIO CONSULTANTS, LLC | NAPLES | 120846 | $1.20B | 3 | 2026-03-31 | → |
| 2272 | FINBACK INVESTMENT PARTNERS, LLC | CORAL GABLES | 310944 | $1.20B | 17 | 2026-03-31 | → |
| 2273 | RICHARD YOUNG ASSOCIATES, LTD. | AUGUSTA | 126124 | $1.20B | 16 | 2026-02-28 | → |
| 2274 | SILVERBACK ASSET MANAGEMENT, LLC | DURHAM | 141407 | $1.19B | 12 | 2026-03-31 | → |
| 2275 | GLOBAL EVOLUTION USA, LLC | NEW YORK | 161677 | $1.19B | 24 | 2026-06-30 | → |
| 2276 | MACERATIO LLC | MIAMI | 304078 | $1.19B | 7 | 2026-06-30 | → |
| 2277 | TOBIAS FINANCIAL ADVISORS, INC. | PLANTATION | 104711 | $1.19B | 26 | 2026-04-30 | → |
| 2278 | BROOKNOLL ADVISORS LLC | BOSTON | 298297 | $1.19B | 1 | 2026-03-31 | → |
| 2279 | STONE POINT CREDIT INCOME ADVISER LLC | GREENWICH | 332241 | $1.19B | 80 | 2026-03-31 | → |
| 2280 | GAINLINE CAPITAL PARTNERS LP | STAMFORD | 285325 | $1.19B | 20 | 2026-03-31 | → |
| 2281 | FOUNDERS FINANCIAL ALLIANCE, LLC | RALEIGH | 173011 | $1.19B | 31 | 2026-03-31 | → |
| 2282 | NUVERSE ADVISORS LLC | HALLANDALE BEACH | 119840 | $1.18B | 17 | 2026-03-31 | → |
| 2283 | POLUS CAPITAL MANAGEMENT (US) INC. | NEW YORK | 323283 | $1.18B | 18 | 2026-03-31 | → |
| 2284 | VERUS FINANCIAL PARTNERS, INC. | RICHMOND | 106744 | $1.18B | 21 | 2026-05-31 | → |
| 2285 | VERDAD ADVISERS, L.P. | BOSTON | 171048 | $1.18B | 8 | 2026-03-31 | → |
| 2286 | CROSS LAKE PARTNERS LP | NEW YORK | 297215 | $1.18B | 13 | 2026-03-31 | → |
| 2287 | ARLON ADVISOR LLC | NEW YORK | 160635 | $1.18B | 60 | 2026-06-30 | → |
| 2288 | SIGNET FINANCIAL MANAGEMENT, LLC | PARSIPPANY | 105310 | $1.18B | 17 | 2026-03-31 | → |
| 2289 | OCTAGON CAPITAL ADVISORS LP | NEW YORK | 306424 | $1.18B | 10 | 2026-03-31 | → |
| 2290 | PORTLAND GLOBAL ADVISORS LLC | PORTLAND | 109127 | $1.17B | 13 | 2026-03-31 | → |
| 2291 | AUDAX PDB MANAGEMENT COMPANY, LLC | NEW YORK | 333812 | $1.17B | 249 | 2026-03-31 | → |
| 2292 | WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC | NEW YORK | 150529 | $1.17B | 20 | 2026-03-31 | → |
| 2293 | WILLOW TREE CAPITAL CORP ADVISORS LLC | NEW YORK | 328528 | $1.17B | 21 | 2026-03-31 | → |
| 2294 | VSS FUND MANAGEMENT LLC | NEW YORK | 156600 | $1.17B | 31 | 2026-03-31 | → |
| 2295 | SPACE CAPITAL MANAGEMENT LLC | NEW YORK | 287867 | $1.17B | 6 | 2026-03-31 | → |
| 2296 | WOODARD & CO ASSET MANAGEMENT GROUP INC | BERMUDA RUN | 108199 | $1.17B | 5 | 2026-04-30 | → |
| 2297 | BAXTER BROTHERS INC. | RIVERSIDE | 106548 | $1.17B | 7 | 2026-03-31 | → |
| 2298 | REAGAN COMPANIES ASSET MANAGEMENT, INC | SYRACUSE | 161648 | $1.16B | 9 | 2026-06-30 | → |
| 2299 | FULCRUM EQUITY PARTNERS, INC. | ATLANTA | 163489 | $1.16B | 27 | 2026-03-31 | → |
| 2300 | BOYNE CAPITAL MANAGEMENT, LLC | MIAMI | 285919 | $1.16B | 33 | 2026-03-31 | → |
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