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 | |
|---|---|---|---|---|---|---|---|
| 2301 | KENNEDY LEWIS CAPITAL HOLDINGS LLC | NEW YORK | 324025 | $1.16B | 144 | 2026-03-31 | → |
| 2302 | NORTHLANE CAPITAL PARTNERS, LLC | BETHESDA | 285990 | $1.16B | 22 | 2026-05-31 | → |
| 2303 | THIRD VIEW PRIVATE WEALTH, LLC | WESTPORT | 335591 | $1.16B | 11 | 2026-04-30 | → |
| 2304 | TOTH FINANCIAL ADVISORY CORP | LEESBURG | 104952 | $1.15B | 18 | 2026-03-31 | → |
| 2305 | VERITY ASSET MANAGEMENT, INC. | DURHAM | 158667 | $1.15B | 77 | 2026-06-30 | → |
| 2306 | GENERATION CAPITAL MANAGEMENT LLC | PITTSFORD | 128523 | $1.15B | 4 | 2026-03-31 | → |
| 2307 | LONGVIEW WEALTH MANAGEMENT, INC. | ATLANTA | 136214 | $1.15B | 24 | 2026-05-31 | → |
| 2308 | KELLEHER FINANCIAL ADVISORS, LLC | NEW YORK | 126021 | $1.15B | 13 | 2026-04-30 | → |
| 2309 | COOPER/HAIMS ADVISORS, LLC | VICTOR | 124122 | $1.15B | 19 | 2026-04-30 | → |
| 2310 | ATW PARTNERS LLC | NEW YORK | 283146 | $1.15B | 16 | 2026-05-31 | → |
| 2311 | ASTATINE ASSET MANAGEMENT LLC | GREENWICH | 311095 | $1.15B | 24 | 2026-03-31 | → |
| 2312 | AB2 CAPITAL PARTNERS LLC | HOLLYWOOD | 318038 | $1.15B | 1 | 2026-02-28 | → |
| 2313 | CORRIGAN FINANCIAL INC | MIDDLETOWN | 109115 | $1.15B | 19 | 2025-03-31 | → |
| 2314 | CORRE PARTNERS MANAGEMENT, LLC | NEW YORK | 161571 | $1.15B | 15 | 2026-03-31 | → |
| 2315 | WINSTON CAPITAL MANAGEMENT LLC | ARLINGTON | 111450 | $1.15B | 9 | 2026-06-30 | → |
| 2316 | 1WS CAPITAL ADVISORS, LLC | NEW YORK | 298723 | $1.14B | 9 | 2026-03-31 | → |
| 2317 | MARK ASSET MANAGEMENT LP | NEW YORK | 105691 | $1.14B | 9 | 2026-04-30 | → |
| 2318 | LIBERTY HALL CAPITAL PARTNERS, L.P. | CHARLESTON | 173159 | $1.14B | 10 | 2026-04-30 | → |
| 2319 | TELEMARK ASSET MANAGEMENT, LLC | BOSTON | 156770 | $1.14B | 3 | 2026-03-31 | → |
| 2320 | INFINITUM ASSET MANAGEMENT, LLC | FORT LAUDERDALE | 333552 | $1.14B | 5 | 2026-03-31 | → |
| 2321 | CAPITAL WEALTH MANAGEMENT, LLC | WEST WARWICK | 157959 | $1.14B | 16 | 2026-04-30 | → |
| 2322 | STERLING INVESTORS LP | NEW YORK | 311318 | $1.14B | 15 | 2026-05-31 | → |
| 2323 | CARLYLE AVIATION SECURITIES PARTNERS LLC | MIAMI | 168456 | $1.14B | 4 | 2026-03-31 | → |
| 2324 | 747 CAPITAL, LLC | NEW YORK | 164742 | $1.13B | 13 | 2026-02-28 | → |
| 2325 | GOODNOW INVESTMENT GROUP LLC | DARIEN | 136792 | $1.13B | 8 | 2026-03-31 | → |
| 2326 | THE DE BURLO GROUP, INC. | BOSTON | 153435 | $1.13B | 6 | 2026-03-31 | → |
| 2327 | ICAPITAL FUND ADVISORS LLC | NEW YORK | 330352 | $1.13B | 165 | 2026-06-30 | → |
| 2328 | AMUNDI US INVESTMENT ADVISORS LLC | BOSTON | 334151 | $1.13B | 32 | 2026-03-31 | → |
| 2329 | ORKILA MANAGEMENT, LLC | NEW YORK | 171242 | $1.13B | 9 | 2026-03-31 | → |
| 2330 | GODWIN CAPITAL GROUP, LLC | ATLANTA | 316592 | $1.13B | 6 | 2026-03-31 | → |
| 2331 | ELLEVEST, INC. | NEW YORK | 175476 | $1.13B | 19 | 2026-06-30 | → |
| 2332 | KELLY FINANCIAL GROUP, LLC | BEL AIR | 310140 | $1.13B | 22 | 2026-03-31 | → |
| 2333 | MG FINANCIAL LLC | BRAINTREE | 107649 | $1.13B | 9 | 2026-03-31 | → |
| 2334 | MOONRISE CAPITAL LP | VERO BEACH | 286269 | $1.13B | 3 | 2026-03-31 | → |
| 2335 | EDGE PRINCIPAL ADVISORS, LLC | NEW YORK | 158273 | $1.13B | 11 | 2026-04-30 | → |
| 2336 | AVIANCE CAPITAL PARTNERS LLC | NAPLES | 146597 | $1.13B | 11 | 2026-04-30 | → |
| 2337 | TRISPAN (USA) LLC | NEW YORK | 305501 | $1.13B | 11 | 2026-04-30 | → |
| 2338 | INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC | NEW YORK | 306860 | $1.12B | 5 | 2026-05-31 | → |
| 2339 | BLACKROCK REALTY ADVISORS INC | NEW YORK | 109457 | $1.12B | 56 | 2026-06-30 | → |
| 2340 | OVERBROOK MANAGEMENT CORPORATION | NEW YORK | 117884 | $1.12B | 17 | 2026-04-30 | → |
| 2341 | WITT LAKE ASSET MANAGEMENT LLC | STAMFORD | 335523 | $1.12B | 2 | 2026-06-30 | → |
| 2342 | WILKINS INVESTMENT COUNSEL INC | BOSTON | 104913 | $1.12B | 11 | 2026-04-30 | → |
| 2343 | ALDRICH CAPITAL PARTNERS LLC | MCLEAN | 283127 | $1.12B | 52 | 2025-03-31 | → |
| 2344 | ADAMO CAPITAL FAMILY OFFICE LLC | MIAMI | 315653 | $1.12B | 17 | 2026-03-31 | → |
| 2345 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | RED BANK | 121496 | $1.11B | 9 | 2026-03-31 | → |
| 2346 | HTG INVESTMENT ADVISORS INC | NEW CANAAN | 108614 | $1.11B | 12 | 2026-04-30 | → |
| 2347 | SMITH BROTHERS FINANCIAL, LLC | GLASTONBURY | 322951 | $1.11B | 7 | 2026-05-31 | → |
| 2348 | ABRY PARTNERS III, LLC | BOSTON | 323712 | $1.11B | 100 | 2026-03-31 | → |
| 2349 | MARKETS INFRASTRUCTURE PARTNERS LP | NEW YORK | 335487 | $1.11B | 6 | 2026-05-31 | → |
| 2350 | CHANNING GLOBAL ADVISORS, LLC | FORT LAUDERDALE | 290893 | $1.11B | 8 | 2026-03-31 | → |
| 2351 | DOCK STREET ASSET MANAGEMENT INC | PALM BEACH | 111163 | $1.11B | 6 | 2026-03-31 | → |
| 2352 | NEWFOUND RESEARCH LLC | ST. PETERSBURG | 159064 | $1.11B | 5 | 2026-02-28 | → |
| 2353 | O'BRIEN WEALTH PARTNERS LLC | WALTHAM | 105336 | $1.11B | 14 | 2025-07-31 | → |
| 2354 | THE FINANCIAL ADVISORS, LLC | ANDOVER | 146680 | $1.11B | 11 | 2025-12-31 | → |
| 2355 | BENCHSTONE CAPITAL MANAGEMENT LP | NEW YORK | 329873 | $1.11B | 10 | 2026-03-31 | → |
| 2356 | LAUREL WEALTH ADVISORS, LLC | CHARLOTTE | 118469 | $1.11B | 9 | 2026-03-31 | → |
| 2357 | UPPER90 CAPITAL MANAGEMENT, LP | PROVIDENCE | 304179 | $1.11B | 18 | 2026-03-31 | → |
| 2358 | KIAN CAPITAL PARTNERS, LLC | CHARLOTTE | 329179 | $1.10B | 19 | 2026-03-31 | → |
| 2359 | BERKELEY CAPITAL PARTNERS, LLC | MILTON | 281082 | $1.10B | 11 | 2026-03-31 | → |
| 2360 | SB ADVISORY, LLC | ATLANTA | 154680 | $1.10B | 35 | 2026-06-30 | → |
| 2361 | LYRIC CAPITAL MANAGEMENT GROUP, L.P. | NEW YORK | 299917 | $1.10B | 11 | 2026-03-31 | → |
| 2362 | STAGE HARBOR FINANCIAL, LLC | WESTWOOD | 289725 | $1.10B | 11 | 2026-03-31 | → |
| 2363 | THE FINANCIAL CONSULATE, INC | HUNT VALLEY | 106898 | $1.10B | 25 | 2026-02-28 | → |
| 2364 | NIGHT OWL CAPITAL MANAGEMENT, LLC | GREENWICH | 106030 | $1.10B | 8 | 2026-03-31 | → |
| 2365 | ONE CHARLES PRIVATE WEALTH SERVICES, LLC | HINGHAM | 286635 | $1.09B | 7 | 2026-05-31 | → |
| 2366 | PKS ADVISORY SERVICES, LLC | ALBANY | 125648 | $1.09B | 45 | 2026-06-30 | → |
| 2367 | MAKARORA MANAGEMENT LP | NEW YORK | 329275 | $1.09B | 19 | 2026-04-30 | → |
| 2368 | LWM ADVISORY SERVICES, LLC | PLANTATION | 172009 | $1.09B | 10 | 2026-04-30 | → |
| 2369 | TRI LOCUM PARTNERS LP | NEW YORK | 309678 | $1.09B | 8 | 2026-04-30 | → |
| 2370 | KING WEALTH MANAGEMENT GROUP, LLC | SARATOGA SPRINGS | 159550 | $1.08B | 8 | 2026-01-31 | → |
| 2371 | NFSG CORPORATION | BOCA RATON | 130814 | $1.08B | 89 | 2026-03-31 | → |
| 2372 | SOVEREIGN FINANCIAL GROUP, INC. | STAMFORD | 294314 | $1.08B | 31 | 2026-06-30 | → |
| 2373 | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | NEW YORK | 290111 | $1.08B | 33 | 2026-06-30 | → |
| 2374 | ANZU PARTNERS, LLC | TAMPA | 288985 | $1.08B | 49 | 2026-06-30 | → |
| 2375 | MARITIME CAPITAL LLC | NEW YORK | 161112 | $1.08B | 12 | 2026-03-31 | → |
| 2376 | SV HEALTH INVESTORS, LLC | BOSTON | 160933 | $1.08B | 26 | 2026-03-31 | → |
| 2377 | FJ CAPITAL MANAGEMENT LLC | MCLEAN | 158049 | $1.08B | 18 | 2026-03-31 | → |
| 2378 | POINTOAK RETIREMENT ADVISORS, LLC | MCLEAN | 314866 | $1.08B | 3 | 2026-03-31 | → |
| 2379 | SOLOMON HESS SBA MANAGEMENT LLC | ARLINGTON | 158481 | $1.08B | 7 | 2026-04-30 | → |
| 2380 | CORNERSTONE TRUST MANAGEMENT SERVICES LLC | ALTAMONTE SPRINGS | 170864 | $1.08B | 2 | 2026-03-31 | → |
| 2381 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | THOMASVILLE | 113106 | $1.07B | 22 | 2026-03-31 | → |
| 2382 | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | ATHENS | 154839 | $1.07B | 29 | 2026-06-30 | → |
| 2383 | AMERICAN INVESTMENT SERVICES INC | GREAT BARRINGTON | 110043 | $1.07B | 10 | 2026-03-31 | → |
| 2384 | DSF ADVISORS, LLC | BOSTON | 283411 | $1.07B | 21 | 2026-03-31 | → |
| 2385 | POWER SUSTAINABLE MANAGER US, INC. | MIAMI | 325145 | $1.07B | 31 | 2026-03-31 | → |
| 2386 | PROVIDENCE CAPITAL ADVISORS, LLC | CHARLOTTE | 174631 | $1.07B | 14 | 2026-03-31 | → |
| 2387 | FORESTER CAPITAL, L.L.C. | STAMFORD | 160806 | $1.07B | 8 | 2026-03-31 | → |
| 2388 | CONCORD WEALTH PARTNERS | ABINGDON | 118643 | $1.07B | 20 | 2026-03-31 | → |
| 2389 | JACKSON WEALTH MANAGEMENT, LLC | LAKE MARY | 147642 | $1.07B | 10 | 2026-03-31 | → |
| 2390 | YESKE BUIE INC. | VIENNA | 143234 | $1.07B | 17 | 2026-02-28 | → |
| 2391 | ACK ASSET MANAGEMENT LLC | GREENWICH | 155136 | $1.07B | 10 | 2026-03-31 | → |
| 2392 | COUNTERPOINTE INVESTMENT MANAGEMENT LLC | STAMFORD | 333864 | $1.07B | 36 | 2026-03-31 | → |
| 2393 | BOURGEON CAPITAL MANAGEMENT LLC | DARIEN | 108054 | $1.07B | 7 | 2026-05-31 | → |
| 2394 | RESOURCES MANAGEMENT CORP | WEST HARTFORD | 104674 | $1.07B | 14 | 2026-04-30 | → |
| 2395 | PIVOTAL ADVISORS LLC | NEW YORK | 310612 | $1.07B | 4 | 2026-03-31 | → |
| 2396 | PINNBROOK CAPITAL MANAGEMENT LP | NEW YORK | 312827 | $1.07B | 13 | 2026-03-31 | → |
| 2397 | GIBBS WEALTH MANAGEMENT, LLC | ALPHARETTA | 281621 | $1.06B | 147 | 2026-04-30 | → |
| 2398 | NPA ASSET MANAGEMENT, LLC | FAIR LAWN | 131534 | $1.06B | 68 | 2026-03-31 | → |
| 2399 | PENSO ADVISORS, LLC | NEW YORK | 158297 | $1.06B | 10 | 2026-03-31 | → |
| 2400 | TALSON CAPITAL MANAGEMENT L.P. | DARIEN | 150787 | $1.06B | 8 | 2026-03-31 | → |
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