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 | |
|---|---|---|---|---|---|---|---|
| 2601 | TRUBEE WEALTH ADVISORS, INC. | BUFFALO | 3618 | $911.5M | 17 | 2026-03-31 | → |
| 2602 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | JACKSONVILLE | 133507 | $911.3M | 29 | 2026-02-28 | → |
| 2603 | MOON CAPITAL MANAGEMENT LP | NEW YORK | 156460 | $911.2M | 23 | 2026-03-31 | → |
| 2604 | TIEMPO CAPITAL PARTNERS, LLC | MIAMI | 329367 | $911.0M | 7 | 2026-06-30 | → |
| 2605 | CONSTITUTION CAPITAL PM, L. P. | ANDOVER | 319678 | $910.8M | 67 | 2026-03-31 | → |
| 2606 | FCA PARTNERS, LLC | CHARLOTTE | 322393 | $910.3M | 11 | 2026-03-31 | → |
| 2607 | FONVILLE WEALTH MANAGEMENT LLC | RICHMOND | 155221 | $909.6M | 12 | 2026-05-31 | → |
| 2608 | FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC | NEW YORK | 300359 | $907.6M | 46 | 2026-06-30 | → |
| 2609 | DME ADVISORS, LP | NEW YORK | 157074 | $907.0M | 0 | 2026-05-31 | → |
| 2610 | ROUND ROCK ADVISORS LLC | WILTON | 286007 | $906.7M | 22 | 2026-06-30 | → |
| 2611 | SOUTH STREET ADVISORS, LLC | NEW YORK | 112326 | $906.1M | 7 | 2026-03-31 | → |
| 2612 | NAVIMED CAPITAL ADVISORS, LLC | ROSSLYN | 169508 | $904.9M | 14 | 2026-04-30 | → |
| 2613 | SHANNON RIVER FUND MANAGEMENT, LLC | NEW YORK | 161538 | $904.7M | 9 | 2026-03-31 | → |
| 2614 | NAVIS WEALTH ADVISORS LLC | RYE BROOK | 311171 | $902.2M | 8 | 2026-06-30 | → |
| 2615 | NEW VERNON ADVISERS LP | MORRISTOWN | 160231 | $902.1M | 14 | 2026-05-31 | → |
| 2616 | FLAHARTY ASSET MANAGEMENT, LLC | CLEARWATER | 168495 | $901.6M | 10 | 2026-03-31 | → |
| 2617 | YORKVILLE ADVISORS GLOBAL, LP | MOUNTAINSIDE | 165390 | $900.0M | 23 | 2026-05-31 | → |
| 2618 | 93 FINANCIAL GROUP, LLC | WOBURN | 144235 | $899.7M | 8 | 2026-03-31 | → |
| 2619 | MALABAR INVESTMENTS, LLC | NEW YORK | 168091 | $899.6M | 20 | 2026-04-30 | → |
| 2620 | ASSET MANAGEMENT GROUP, INC. | STAMFORD | 110116 | $898.3M | 6 | 2026-03-31 | → |
| 2621 | RISKBRIDGE ADVISORS, LLC | NORWALK | 310396 | $898.3M | 15 | 2026-03-31 | → |
| 2622 | KEY CLIENT FIDUCIARY ADVISORS, LLC | FAIRFIELD | 298240 | $896.3M | 10 | 2026-03-31 | → |
| 2623 | MAYTECH GLOBAL INVESTMENTS, LLC | NEW YORK | 285985 | $895.1M | 12 | 2026-03-31 | → |
| 2624 | MAKROD INVESTMENT ASSOCIATES INC | VERONA | 110325 | $894.4M | 4 | 2026-03-31 | → |
| 2625 | BCG SECURITIES, INC. | CHERRY HILL | 70 | $894.2M | 55 | 2026-05-31 | → |
| 2626 | ATLANTIC PRIVATE WEALTH, LLC | CHAPEL HILL | 311517 | $894.0M | 5 | 2026-02-28 | → |
| 2627 | COMPASS FINANCIAL MANAGEMENT LLC | TAMPA | 156345 | $893.8M | 33 | 2026-05-31 | → |
| 2628 | MOERUS CAPITAL MANAGEMENT LLC | NEW YORK | 282399 | $893.1M | 8 | 2026-03-31 | → |
| 2629 | AUTOPILOT ADVISERS, LLC | NEW YORK | 331749 | $892.4M | 15 | 2026-03-31 | → |
| 2630 | HEADINVEST, LLC | PORTLAND | 140518 | $891.8M | 13 | 2026-03-31 | → |
| 2631 | PACT CAPITAL LLC | NEW YORK | 333871 | $891.7M | 14 | 2026-03-31 | → |
| 2632 | OPTIMA ASSET MANAGEMENT LLC | NEW YORK | 299826 | $891.6M | 22 | 2026-03-31 | → |
| 2633 | THOMAS J. HERZFELD ADVISORS, INC. | MIAMI BEACH | 108369 | $890.4M | 15 | 2026-03-31 | → |
| 2634 | GRANDVIEW PROPERTY PARTNERS, LLC | GREENWICH | 299814 | $890.1M | 19 | 2026-03-31 | → |
| 2635 | 3CHOPT INVESTMENT PARTNERS LLC | RICHMOND | 319125 | $889.4M | 7 | 2026-03-31 | → |
| 2636 | MARTIN INVESTMENT MANAGEMENT, LLC | PALM BEACH GARDENS | 105381 | $888.1M | 12 | 2026-04-30 | → |
| 2637 | ATIKA CAPITAL MANAGEMENT, LLC | NEW YORK | 167227 | $887.3M | 9 | 2026-03-31 | → |
| 2638 | CORINTHIA MANAGEMENT (US) LLC | NEW YORK | 332982 | $886.5M | 22 | 2026-04-30 | → |
| 2639 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | WALTHAM | 120766 | $885.4M | 20 | 2025-05-31 | → |
| 2640 | NEW WORLD ADVISORS LLC | HINGHAM | 296798 | $884.9M | 5 | 2026-04-30 | → |
| 2641 | BOW STREET LLC | NEW YORK | 158043 | $884.7M | 15 | 2026-03-31 | → |
| 2642 | LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | HAUPPAUGE | 167243 | $883.7M | 5 | 2026-03-31 | → |
| 2643 | LYONROSS CAPITAL MANAGEMENT, LLC | WHITE PLAINS | 156637 | $880.5M | 6 | 2026-03-31 | → |
| 2644 | BAYSHORE CAPITAL ADVISORS, LLC | TAMPA | 110209 | $879.2M | 12 | 2026-06-30 | → |
| 2645 | TRANSATLANTIQUE PRIVATE WEALTH LLC | NEW YORK | 169820 | $878.8M | 11 | 2026-04-30 | → |
| 2646 | CHATHAM CAPITAL GROUP INC | SAVANNAH | 106174 | $878.1M | 9 | 2026-05-31 | → |
| 2647 | SEYMOUR ASSET MANAGEMENT LLC | NEW YORK | 291768 | $877.5M | 1 | 2026-05-31 | → |
| 2648 | NOESIS CAPITAL MANAGEMENT CORP | BOCA RATON | 110819 | $876.9M | 12 | 2026-03-31 | → |
| 2649 | BURT ASSOCIATES, INCORPORATED | NORTH BETHESDA | 105211 | $876.2M | 15 | 2025-07-31 | → |
| 2650 | TRUE GREEN CAPITAL MANAGEMENT LLC | WESTPORT | 277052 | $876.2M | 34 | 2026-05-31 | → |
| 2651 | SANDGLASS CAPITAL ADVISORS LLC | NEW YORK | 299418 | $873.7M | 16 | 2026-03-31 | → |
| 2652 | AFFINITY WEALTH MANAGEMENT LLC | WILMINGTON | 290735 | $872.5M | 17 | 2026-04-30 | → |
| 2653 | MARLIN MANAGER, LLC | SAINT PETERSBURG | 310768 | $871.0M | 2 | 2026-03-31 | → |
| 2654 | ASPEN RENEWABLE INVESTMENTS, L.L.C. | NEW YORK | 334812 | $868.4M | 6 | 2026-04-30 | → |
| 2655 | CIRCLE ADVISERS INC | NEW YORK | 110818 | $868.2M | 8 | 2025-12-31 | → |
| 2656 | LONG ARC CAPITAL LP | NEW YORK | 290245 | $866.8M | 13 | 2026-04-30 | → |
| 2657 | STORGE PARTNERS ECONOMIC STUDIES LLC | CORAL GABLES | 305395 | $866.6M | 5 | 2026-02-28 | → |
| 2658 | CANTON HATHAWAY LLC | PROVIDENCE | 297527 | $866.1M | 5 | 2026-03-31 | → |
| 2659 | PATHFINDER WEALTH CONSULTING, INC. | WILMINGTON | 336658 | $865.5M | 17 | 2026-03-31 | → |
| 2660 | CARSON ADVISORY, INC. | ATHENS | 117410 | $864.9M | 7 | 2026-04-30 | → |
| 2661 | TREO ASSET MANAGEMENT, LLC | NEW YORK | 164982 | $864.7M | 18 | 2026-03-31 | → |
| 2662 | BACKCAST PARTNERS MANAGEMENT LLC | NEW YORK | 291785 | $864.4M | 16 | 2026-03-31 | → |
| 2663 | MOODY ALDRICH PARTNERS, LLC | MARBLEHEAD | 106920 | $864.3M | 14 | 2026-05-31 | → |
| 2664 | I80 GROUP LP | NEW YORK | 304848 | $864.0M | 29 | 2026-03-31 | → |
| 2665 | CARTESIAN CAPITAL GROUP, LLC | NEW YORK | 159370 | $863.2M | 24 | 2026-03-31 | → |
| 2666 | LEVEL FINANCIAL ADVISORS, INC. | EAST AMHERST | 110641 | $862.7M | 15 | 2026-05-31 | → |
| 2667 | GSG ADVISORS LLC | MOUNT LAUREL | 131511 | $862.3M | 4 | 2026-03-31 | → |
| 2668 | THE HIGH NET WORTH ADVISORY GROUP, LLC | NAPLES | 309997 | $861.7M | 9 | 2026-01-31 | → |
| 2669 | HALLE CAPITAL MANAGEMENT LP | NEW YORK | 307156 | $861.5M | 11 | 2026-04-30 | → |
| 2670 | EAGLE'S VIEW CAPITAL MANAGEMENT LLC | NEW YORK | 160494 | $860.5M | 10 | 2026-03-31 | → |
| 2671 | INVESCO PRIVATE CAPITAL, INC. | NEW YORK | 107584 | $860.4M | 10 | 2026-03-31 | → |
| 2672 | ATLAS PRIVATE WEALTH ADVISORS, LLC | RED BANK | 283744 | $859.8M | 29 | 2026-06-30 | → |
| 2673 | WEALTHCARE INVESTMENT PARTNERS LLC | PORTSMOUTH | 296475 | $859.6M | 12 | 2026-03-31 | → |
| 2674 | CANNAE PORTFOLIO ADVISORS, LLC | STAMFORD | 310606 | $859.4M | 16 | 2026-04-30 | → |
| 2675 | J.H. WHITNEY CAPITAL PARTNERS, LLC | NEW CANAAN | 160547 | $859.3M | 4 | 2026-03-31 | → |
| 2676 | PINNEY & SCOFIELD, INC. | CAMBRIDGE | 105365 | $858.7M | 4 | 2026-03-31 | → |
| 2677 | BRIDGEINVEST LLC | MIAMI | 307343 | $858.6M | 33 | 2026-03-31 | → |
| 2678 | ALLIANCE CONSUMER GROWTH, LLC | NEW YORK | 163639 | $857.9M | 8 | 2026-04-30 | → |
| 2679 | SADDLE POINT MANAGEMENT, L.P. | NEW YORK | 329856 | $857.2M | 5 | 2026-05-31 | → |
| 2680 | AROSA CAPITAL MANAGEMENT LP | MIAMI BEACH | 169851 | $856.6M | 12 | 2026-03-31 | → |
| 2681 | GFO ASSET MANAGEMENT, LLC | MIAMI BEACH | 311874 | $856.1M | 14 | 2026-03-31 | → |
| 2682 | ROSSBY FINANCIAL, LLC | MELBOURNE | 324631 | $854.8M | 7 | 2026-05-31 | → |
| 2683 | OLYMPUS CAPITAL HOLDINGS ASIA LLC | MOUNT KISCO | 157522 | $852.1M | 41 | 2026-04-30 | → |
| 2684 | NITORUM CAPITAL, L.P. | NEW YORK | 173617 | $852.1M | 9 | 2026-03-31 | → |
| 2685 | WARNER FINANCIAL, INC | BETHESDA | 135303 | $851.8M | 4 | 2026-02-28 | → |
| 2686 | HARBOR ADVISORS LLC | WEST PALM BEACH | 312432 | $851.7M | 1 | 2026-02-28 | → |
| 2687 | AZTLAN EQUITY MANAGEMENT, LLC | MCLEAN | 286360 | $851.1M | 10 | 2026-03-31 | → |
| 2688 | AETNA ASSET ADVISORS, LLC | HARTFORD | 161282 | $850.2M | 26 | 2026-03-31 | → |
| 2689 | AVENIR CORPORATION | ALEXANDRIA | 110545 | $849.3M | 6 | 2026-03-31 | → |
| 2690 | SENECA FINANCIAL ADVISORS LLC | ROCHESTER | 152824 | $847.2M | 19 | 2026-06-30 | → |
| 2691 | BARRY INVESTMENT ADVISORS, LLC | NEW BEDFORD | 144955 | $846.8M | 12 | 2026-03-31 | → |
| 2692 | FALCONPOINT CAPITAL PARTNERS LLC | NEW YORK | 327260 | $845.1M | 8 | 2026-03-31 | → |
| 2693 | CKC CAPITAL LLC | NEW YORK | 168967 | $843.7M | 9 | 2026-03-31 | → |
| 2694 | ROSEMAWR MANAGEMENT LLC | MIAMI BEACH | 148984 | $843.6M | 23 | 2026-06-30 | → |
| 2695 | INLIGHT WEALTH MANAGEMENT, LLC | ATLANTA | 289908 | $843.3M | 6 | 2026-03-31 | → |
| 2696 | DONALD L. HAGAN, LLC | SARASOTA | 139671 | $842.8M | 10 | 2025-10-31 | → |
| 2697 | FAI CAPITAL MANAGEMENT | TAMPA | 147025 | $842.1M | 5 | 2026-03-31 | → |
| 2698 | AUA PRIVATE EQUITY PARTNERS, LLC | WEST PALM BEACH | 170597 | $841.8M | 11 | 2026-03-31 | → |
| 2699 | GUGGENHEIM INVESTMENT ADVISORS, LLC | NEW YORK | 108263 | $840.9M | 9 | 2026-03-31 | → |
| 2700 | EMP MANAGEMENT LLC | ATLANTA | 285104 | $840.6M | 22 | 2026-03-31 | → |
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