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 | |
|---|---|---|---|---|---|---|---|
| 2501 | MAN GLOBAL PRIVATE MARKETS (USA) INC. | NEW YORK | 284066 | $988.2M | 10 | 2026-04-30 | → |
| 2502 | MORRIS & WELLS WEALTH MANAGEMENT | CHARLOTTESVILLE | 162411 | $987.9M | 2 | 2026-03-31 | → |
| 2503 | GOODWIN CAPITAL ADVISERS, INC. | HARTFORD | 108290 | $986.6M | 9 | 2026-03-31 | → |
| 2504 | FINE CAPITAL PARTNERS, L.P. | NEW YORK | 156889 | $986.0M | 4 | 2026-05-31 | → |
| 2505 | RFG - BRISTOL WEALTH ADVISORS, LLC | TAUNTON | 330145 | $985.6M | 10 | 2026-06-30 | → |
| 2506 | PAGAYA INVESTMENTS US LLC | NEW YORK | 299672 | $985.4M | 121 | 2026-06-30 | → |
| 2507 | TAC PARTNERS, INC. | BOSTON | 158249 | $983.4M | 18 | 2026-04-30 | → |
| 2508 | OLIVER LUXXE ASSETS LLC | GLADSTONE | 169588 | $981.9M | 9 | 2026-03-31 | → |
| 2509 | KHROM CAPITAL MANAGEMENT, LLC | MIAMI | 170711 | $980.6M | 6 | 2026-03-31 | → |
| 2510 | ASTORIA PORTFOLIO ADVISORS LLC | NEW YORK | 288271 | $977.6M | 9 | 2026-03-31 | → |
| 2511 | KEYFRAME CAPITAL PARTNERS, L.P. | NEW YORK | 305812 | $977.3M | 8 | 2026-03-31 | → |
| 2512 | NIGHT SQUARED LP | NEW YORK | 333933 | $976.1M | 14 | 2026-05-31 | → |
| 2513 | SATOVSKY ASSET MANAGEMENT LLC | NEW YORK | 143519 | $974.8M | 12 | 2026-04-30 | → |
| 2514 | FRANKLIN MANAGED OPTIONS STRATEGIES, LLC | STAMFORD | 325732 | $972.5M | 12 | 2025-12-31 | → |
| 2515 | LEBENTHAL GLOBAL ADVISORS, LLC | HAUPPAUGE | 283303 | $971.8M | 30 | 2026-03-31 | → |
| 2516 | CREWCIAL PARTNERS LLC | NEW YORK | 131570 | $971.6M | 45 | 2026-04-30 | → |
| 2517 | CIRRUS REAL ESTATE PARTNERS LP | NEW YORK | 323210 | $970.1M | 21 | 2026-05-31 | → |
| 2518 | FIRST SENTIER INVESTORS (US) LLC | NEW YORK | 170739 | $968.6M | 44 | 2026-05-31 | → |
| 2519 | CAT ROCK CAPITAL MANAGEMENT LP | GREENWICH | 268817 | $968.5M | 6 | 2026-03-31 | → |
| 2520 | ODEON CAPITAL ADVISORS LLC | NEW YORK | 307619 | $967.5M | 14 | 2026-03-31 | → |
| 2521 | BLUEPRINT FINANCIAL ADVISORS LLC | CHARLOTTE | 315570 | $966.6M | 35 | 2026-04-30 | → |
| 2522 | PETRICHOR HEALTHCARE CAPITAL MANAGEMENT LP | NEW YORK | 288664 | $966.5M | 16 | 2026-03-31 | → |
| 2523 | ASHFORD CAPITAL MANAGEMENT INC | WILMINGTON | 110696 | $965.8M | 14 | 2025-12-31 | → |
| 2524 | UNIQUE WEALTH, LLC | TAMPA | 312462 | $965.6M | 15 | 2026-03-31 | → |
| 2525 | CURIAM CAPITAL LLC | NEW YORK | 305220 | $964.7M | 7 | 2026-03-31 | → |
| 2526 | BROOKWOOD ADVISORS, LLC | BEVERLY | 338550 | $964.5M | 5 | 2026-05-31 | → |
| 2527 | GRACE & WHITE, INC | NEW YORK | 110761 | $964.2M | 5 | 2026-05-31 | → |
| 2528 | BOONE CAPITAL MANAGEMENT LLC | ATLANTA | 316230 | $963.2M | 5 | 2026-03-31 | → |
| 2529 | FOLIUM CAPITAL LP | BURLINGTON | 284801 | $960.3M | 10 | 2026-03-31 | → |
| 2530 | CLEARLIST CAPITAL LLC | NEW YORK | 329206 | $959.8M | 8 | 2026-06-30 | → |
| 2531 | KINGDON CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 157509 | $959.8M | 19 | 2026-03-31 | → |
| 2532 | SPC MANAGEMENT CO., INC. | BEDMINSTER | 157259 | $959.6M | 18 | 2026-03-31 | → |
| 2533 | MARIDEA WEALTH MANAGEMENT LLC | BROOKLYN | 325523 | $958.7M | 48 | 2026-06-30 | → |
| 2534 | EOS MANAGEMENT, L.P. | NEW YORK | 158090 | $957.1M | 18 | 2026-03-31 | → |
| 2535 | CORSAIR CAPITAL MANAGEMENT, L.P. | NEW YORK | 157029 | $957.0M | 3 | 2026-03-31 | → |
| 2536 | COMVEST CREDIT MANAGERS, LLC | WEST PALM BEACH | 322342 | $956.8M | 150 | 2026-03-31 | → |
| 2537 | VCC ADVISORS, LLC | NEW YORK | 301023 | $956.8M | 78 | 2026-03-31 | → |
| 2538 | PIONEER FAMILY OFFICE, LLC | NORTH MIAMI BEACH | 142856 | $956.8M | 5 | 2026-04-30 | → |
| 2539 | RUDIUS MANAGEMENT, L.P. | NEW YORK | 305465 | $955.8M | 5 | 2026-03-31 | → |
| 2540 | THORNTREE CAPITAL PARTNERS LP | BOSTON | 283643 | $955.3M | 9 | 2026-03-31 | → |
| 2541 | FORESIGHT GLOBAL INVESTORS, INC. | PURCHASE | 281818 | $955.2M | 6 | 2026-03-31 | → |
| 2542 | RADIANX CAPITAL, LLC | NEW YORK | 298178 | $953.6M | 5 | 2026-03-31 | → |
| 2543 | BUILDER INVESTMENT GROUP INC | ATLANTA | 107671 | $952.5M | 6 | 2026-03-31 | → |
| 2544 | ONDO CAPITAL MANAGEMENT LLC | GREENWICH | 325197 | $952.5M | 35 | 2026-05-31 | → |
| 2545 | CORNERSTONE PLANNING GROUP INC. | FAIRFIELD | 307189 | $951.8M | 21 | 2026-04-30 | → |
| 2546 | AMERICAN FINANCIAL ADVISORS, LLC. | MARIETTA | 115824 | $950.2M | 7 | 2026-05-31 | → |
| 2547 | EVERVIEW PARTNERS, L.P. | NEW YORK | 334067 | $949.8M | 21 | 2026-03-31 | → |
| 2548 | ROBOTTI & COMPANY ADVISORS, LLC | NEW YORK | 128093 | $949.8M | 18 | 2026-03-31 | → |
| 2549 | HCSF MANAGEMENT, LLC | NEW YORK | 163598 | $949.4M | 13 | 2026-03-31 | → |
| 2550 | GROUND SWELL CAPITAL, LLC | FOLLY BEACH | 159812 | $949.2M | 10 | 2026-03-31 | → |
| 2551 | DESTINY WEALTH PARTNERS, LLC | TAVARES | 171346 | $947.3M | 26 | 2026-06-30 | → |
| 2552 | LAFAYETTE INVESTMENTS, INC. | ASHTON | 22471 | $942.8M | 7 | 2026-04-30 | → |
| 2553 | ASHFORD ADVISORS, LLC | PITTSFORD | 114238 | $942.7M | 8 | 2026-03-31 | → |
| 2554 | VESEY STREET CAPITAL PARTNERS, L.L.C. | NEW YORK | 285544 | $942.0M | 15 | 2026-03-31 | → |
| 2555 | DF INVESTMENT MANAGER, LLC | ATLANTA | 334742 | $940.8M | 79 | 2026-03-31 | → |
| 2556 | FAGAN ASSOCIATES INC | TROY | 107562 | $940.7M | 7 | 2026-03-31 | → |
| 2557 | TAPROOT MANAGEMENT LP | NEW YORK | 335061 | $940.1M | 22 | 2026-03-31 | → |
| 2558 | DEVELOP CAPITAL PARTNERS, LP. | PITTSFORD | 338965 | $940.0M | 4 | 2026-01-31 | → |
| 2559 | MAC ALPHA CAPITAL MANAGEMENT, LP | TAMPA | 311412 | $937.8M | 8 | 2026-03-31 | → |
| 2560 | SIRIOS CAPITAL MANAGEMENT, L.P. | BOSTON | 160580 | $937.5M | 15 | 2026-03-31 | → |
| 2561 | CC CAPITAL INSURANCE ADVISORS LLC | NEW YORK | 334723 | $937.4M | 6 | 2026-06-30 | → |
| 2562 | TRAILS EDGE CAPITAL PARTNERS, LP | ATLANTA | 335659 | $933.4M | 7 | 2026-04-30 | → |
| 2563 | ESTABROOK CAPITAL MANAGEMENT LLC | NEW YORK | 128856 | $933.3M | 10 | 2026-03-31 | → |
| 2564 | E&E ADVISORS L.P. | NEW YORK | 111300 | $932.6M | 50 | 2025-07-31 | → |
| 2565 | FRISCH FINANCIAL GROUP, INC. | MELVILLE | 126524 | $931.6M | 18 | 2026-04-30 | → |
| 2566 | CLEARALPHA TECHNOLOGIES LP | GREENWICH | 325995 | $931.6M | 21 | 2026-03-31 | → |
| 2567 | SKY INVESTMENT GROUP LLC | HARTFORD | 134001 | $931.0M | 11 | 2026-03-31 | → |
| 2568 | BRIGHTON SECURITIES CORP. | ROCHESTER | 3875 | $931.0M | 26 | 2026-04-30 | → |
| 2569 | PHILIP JAMES WEALTH MANAGEMENT, LLC | ALPHARETTA | 297517 | $930.6M | 9 | 2026-05-31 | → |
| 2570 | SANDALWOOD SECURITIES, INC. | ROSELAND | 27240 | $930.2M | 11 | 2026-03-31 | → |
| 2571 | TRINITY FUND ADVISORS LLC | MIAMI | 310217 | $930.0M | 32 | 2026-03-31 | → |
| 2572 | STABLEPOINT PARTNERS, LLC | BRAINTREE | 328503 | $930.0M | 11 | 2026-03-31 | → |
| 2573 | MIRI CAPITAL MANAGEMENT LLC | BOSTON | 311308 | $929.7M | 10 | 2026-03-31 | → |
| 2574 | INVESTMARK ADVISORY GROUP LLC | SHELTON | 121060 | $929.7M | 10 | 2026-03-31 | → |
| 2575 | OPPENHEIMER INVESTMENT MANAGEMENT LLC | NEW YORK | 133243 | $929.4M | 8 | 2026-03-31 | → |
| 2576 | UNION PARK CAPITAL MANAGEMENT, L.P. | BOSTON | 169842 | $928.5M | 10 | 2026-04-30 | → |
| 2577 | RIVERSEDGE ADVISORS, LLC | WILMINGTON | 298390 | $928.4M | 20 | 2026-06-30 | → |
| 2578 | GLASS JACOBSON INVESTMENT ADVISORS, LLC | OWINGS MILLS | 120141 | $928.0M | 9 | 2026-03-31 | → |
| 2579 | PITON INVESTMENT MANAGEMENT, LP | GARDEN CITY | 282517 | $927.9M | 9 | 2026-04-30 | → |
| 2580 | BLUE WATER ADVISORS LP | BOCA RATON | 288923 | $927.9M | 20 | 2026-03-31 | → |
| 2581 | RIVERSIDE PARTNERS, LLC | BOSTON | 160754 | $923.7M | 16 | 2026-04-30 | → |
| 2582 | MONTICELLOAM, LLC | NEW YORK | 173553 | $923.3M | 73 | 2026-04-30 | → |
| 2583 | LEGACY WEALTH ADVISORS, LLC | NORTH MIAMI BEACH | 326117 | $922.8M | 14 | 2026-03-31 | → |
| 2584 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | ORLANDO | 135635 | $921.5M | 6 | 2026-04-30 | → |
| 2585 | PRINCETON GLOBAL ASSET MANAGEMENT LLC | PRINCETON | 146644 | $921.3M | 22 | 2026-03-31 | → |
| 2586 | CASTLEKEEP INVESTMENT ADVISORS LLC | WESTPORT | 111656 | $920.8M | 5 | 2026-03-31 | → |
| 2587 | FOUNDERS CAPITAL MANAGEMENT, LLC | HARTFORD | 118853 | $920.3M | 5 | 2026-02-28 | → |
| 2588 | BRIDGER INVESTMENT PARTNERS LLC | NEW YORK | 323251 | $920.2M | 9 | 2026-05-31 | → |
| 2589 | LONG WHARF CAPITAL LLC | BOSTON | 158038 | $919.1M | 24 | 2026-04-30 | → |
| 2590 | RAINEY & RANDALL WEALTH ADVISORS, INC. | CELEBRATION | 116251 | $918.2M | 7 | 2026-03-31 | → |
| 2591 | AVEGO MANAGEMENT, LLC | ALPHARETTA | 310520 | $917.5M | 16 | 2026-03-31 | → |
| 2592 | CHARLES PRATT & COMPANY, L.L.C. | NEW YORK | 104864 | $916.1M | 9 | 2026-06-30 | → |
| 2593 | STRENTA INVESTMENT MANAGEMENT SERVICES, LLC | MIAMI | 169667 | $916.1M | 18 | 2026-03-31 | → |
| 2594 | DOME EQUITIES, LLC | NEW YORK | 159102 | $915.4M | 11 | 2026-03-31 | → |
| 2595 | MADRYN ASSET MANAGEMENT, LP | NEW YORK | 286065 | $915.0M | 11 | 2026-03-31 | → |
| 2596 | STRATEGIC POINT INVESTMENT ADVISORS LLC | PROVIDENCE | 124636 | $914.8M | 12 | 2026-03-31 | → |
| 2597 | PARTNERS IN FINANCIAL PLANNING, LLC | SALEM | 151980 | $913.6M | 14 | 2026-03-31 | → |
| 2598 | RFE MANAGEMENT CORPORATION | WESTPORT | 160360 | $913.3M | 17 | 2026-03-31 | → |
| 2599 | SYSTEM 2 ADVISORS, L.P. | SUMMIT | 164189 | $912.9M | 6 | 2026-03-31 | → |
| 2600 | BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC | NEW YORK | 312797 | $911.7M | 1,096 | 2026-03-31 | → |
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