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 | |
|---|---|---|---|---|---|---|---|
| 2801 | SINGER WEALTH ADVISORS LLC | BOCA RATON | 317218 | $782.4M | 40 | 2026-02-28 | → |
| 2802 | AMERANT INVESTMENTS, INC. | CORAL GABLES | 117284 | $782.4M | 35 | 2026-04-30 | → |
| 2803 | SIERRA CREST INVESTMENT MANAGEMENT LLC | NEW YORK | 300069 | $781.1M | 0 | 2026-03-31 | → |
| 2804 | WATER ASSET MANAGEMENT, LLC | NEW YORK | 151508 | $780.9M | 16 | 2026-05-31 | → |
| 2805 | PORTFOLIO MEDICS, LLC | BONITA SPRINGS | 145958 | $780.5M | 75 | 2026-06-30 | → |
| 2806 | FAROPOINT VENTURES, LLC | HOBOKEN | 321107 | $780.0M | 116 | 2026-06-30 | → |
| 2807 | LIPE & DALTON,INC. | SYRACUSE | 132737 | $779.9M | 2 | 2026-02-28 | → |
| 2808 | SAFANAD INC. | NEW YORK | 170969 | $779.8M | 31 | 2026-03-31 | → |
| 2809 | ARTIA GLOBAL PARTNERS LP | MIAMI | 322091 | $778.9M | 5 | 2026-03-31 | → |
| 2810 | GOALVEST ADVISORY LLC | NEW YORK | 285374 | $777.6M | 10 | 2026-03-31 | → |
| 2811 | ASTIRA CAPITAL PARTNERS LP | BOSTON | 327034 | $777.3M | 14 | 2026-03-31 | → |
| 2812 | SNOW PHIPPS GROUP, LLC | NEW YORK | 158024 | $777.1M | 2 | 2026-05-31 | → |
| 2813 | STORMFIELD CAPITAL, LLC | SOUTHPORT | 285486 | $776.4M | 24 | 2026-03-31 | → |
| 2814 | GRAFINE CAPITAL HOLDINGS LLC | NEW YORK | 309490 | $775.0M | 14 | 2026-03-31 | → |
| 2815 | EMBASSY ASSET MANAGEMENT LP | SHORT HILLS | 314768 | $774.0M | 11 | 2026-05-31 | → |
| 2816 | AMPFIELD MANAGEMENT, L.P. | NEW YORK | 292722 | $774.0M | 8 | 2026-04-30 | → |
| 2817 | KLH CAPITAL PARTNERS, L.P. | TAMPA | 304294 | $773.9M | 20 | 2026-03-31 | → |
| 2818 | THE LYME TIMBER COMPANY LLC | HANOVER | 171953 | $773.9M | 18 | 2026-03-31 | → |
| 2819 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | GARDEN CITY | 152689 | $773.9M | 7 | 2026-02-28 | → |
| 2820 | FORTHRIGHT WEALTH MANAGEMENT, LLC | ALPHARETTA | 220515 | $773.4M | 10 | 2026-05-31 | → |
| 2821 | 4612 GROUP, LLC | ATLANTA | 287619 | $773.3M | 9 | 2026-03-31 | → |
| 2822 | SEABRIDGE INVESTMENT ADVISORS LLC | SUMMIT | 108681 | $771.2M | 12 | 2026-06-30 | → |
| 2823 | RETIREMENT FUND MANAGEMENT, LLC | ATLANTA | 126573 | $769.7M | 4 | 2026-04-30 | → |
| 2824 | HENNION & WALSH ASSET MANAGEMENT, INC. | PARSIPPANY | 126236 | $768.8M | 75 | 2026-03-31 | → |
| 2825 | LODGE HILL CAPITAL, LLC | NEW YORK | 165973 | $768.3M | 4 | 2026-03-31 | → |
| 2826 | APAX PARTNERS US, LLC | NEW YORK | 157110 | $768.3M | 133 | 2026-06-30 | → |
| 2827 | SHAH CAPITAL MANAGEMENT, INC | RALEIGH | 133941 | $768.0M | 4 | 2026-02-28 | → |
| 2828 | COMPASS ADVISORY GROUP LLC | MELVILLE | 288256 | $767.5M | 7 | 2026-02-28 | → |
| 2829 | IRONWOOD CAPITAL ADVISORS LLC | AVON | 321642 | $766.2M | 19 | 2026-03-31 | → |
| 2830 | BENCHMARK FINANCIAL WEALTH ADVISORS LLC | BOCA RATON | 287966 | $766.1M | 14 | 2026-05-31 | → |
| 2831 | WISDOMTREE DIGITAL MANAGEMENT, INC. | NEW YORK | 322139 | $766.0M | 6 | 2026-03-31 | → |
| 2832 | COINFUND MANAGEMENT LLC | NEW YORK | 312302 | $766.0M | 18 | 2026-06-30 | → |
| 2833 | BLUE EDGE CAPITAL, LLC | RICHMOND | 155613 | $765.1M | 5 | 2026-04-30 | → |
| 2834 | ORANGE INVESTMENT ADVISORS, LLC | WINTER PARK | 289406 | $765.0M | 4 | 2026-03-31 | → |
| 2835 | BUFFALO BUSINESS & ESTATE SERVICES LTD | ORCHARD PARK | 337303 | $764.9M | 15 | 2026-01-31 | → |
| 2836 | INVESTMENT PERFORMANCE SERVICES LLC | SAVANNAH | 105527 | $763.7M | 34 | 2026-03-31 | → |
| 2837 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | NEW YORK | 120109 | $763.7M | 16 | 2026-03-31 | → |
| 2838 | STONECASTLE ADVISORS, LLC | NEW YORK | 132495 | $763.4M | 6 | 2026-03-31 | → |
| 2839 | TREMONT REALTY CAPITAL LLC | NEWTON | 283569 | $763.3M | 22 | 2025-12-31 | → |
| 2840 | PERENNIAL ADVISORS, LLC | NEW YORK | 168859 | $761.9M | 5 | 2026-03-31 | → |
| 2841 | SUMMIT WEALTH GROUP LLC | EXETER | 282205 | $761.9M | 10 | 2026-03-31 | → |
| 2842 | FSA INVESTMENT GROUP, LLC | PENSACOLA | 163641 | $761.8M | 12 | 2026-05-31 | → |
| 2843 | STEMPOINT CAPITAL LP | NEW YORK | 324248 | $761.3M | 7 | 2026-03-31 | → |
| 2844 | STERLING FINANCIAL PLANNING INC | SPARTA | 108664 | $760.8M | 8 | 2026-03-31 | → |
| 2845 | SFG WEALTH MANAGEMENT, LLC | TOWSON | 285785 | $760.2M | 19 | 2026-04-30 | → |
| 2846 | INDEPENDENT FAMILY OFFICE, LLC | ALBANY | 144811 | $760.1M | 19 | 2026-04-30 | → |
| 2847 | SCIENCAST MANAGEMENT LP | PRINCETON | 271030 | $760.0M | 4 | 2026-04-30 | → |
| 2848 | HUGHES FINANCIAL SERVICES, LLC | HERNDON | 173195 | $759.8M | 12 | 2026-02-28 | → |
| 2849 | INVEX ADVISORS LLC | CORAL GABLES | 164519 | $759.3M | 8 | 2026-03-31 | → |
| 2850 | THE FAMILY FIRM, INC. | BETHESDA | 105270 | $757.8M | 10 | 2025-03-31 | → |
| 2851 | SHREWSBURY RIVER CAPITAL LP | RED BANK | 289785 | $757.5M | 7 | 2026-03-31 | → |
| 2852 | RIVA RIDGE CAPITAL MANAGEMENT LP | NEW YORK | 137716 | $757.5M | 8 | 2026-03-31 | → |
| 2853 | SUMMIT STREET CAPITAL MANAGEMENT, LLC | NEW YORK | 160129 | $757.5M | 5 | 2026-03-31 | → |
| 2854 | PROSTAR CAPITAL (US) LLC | GREENWICH | 166523 | $757.4M | 9 | 2026-03-31 | → |
| 2855 | MILL HILL CAPITAL LLC | NEW YORK | 269882 | $757.2M | 6 | 2026-03-31 | → |
| 2856 | BLUE FIN CAPITAL, INC. | WARREN | 108451 | $755.9M | 4 | 2026-03-31 | → |
| 2857 | LIGHTHOUSE FINANCIAL LLC | SAINT PETERSBURG | 137277 | $755.6M | 1 | 2026-06-30 | → |
| 2858 | ALIGHT CAPITAL MANAGEMENT LP | NEW YORK | 174705 | $754.4M | 6 | 2026-03-31 | → |
| 2859 | MILL ROAD CAPITAL MANAGEMENT LLC | GREENWICH | 157095 | $753.8M | 12 | 2026-03-31 | → |
| 2860 | GATOR CAPITAL MANAGEMENT, LLC | TAMPA | 147067 | $751.1M | 7 | 2026-04-30 | → |
| 2861 | TILSON FINANCIAL GROUP INC | NEW PROVIDENCE | 110890 | $750.6M | 9 | 2026-02-28 | → |
| 2862 | HOPWOOD FINANCIAL SERVICES, INC. | RESTON | 127927 | $750.3M | 11 | 2026-03-31 | → |
| 2863 | TORRAY INVESTMENT PARTNERS LLC | BETHESDA | 105818 | $750.1M | 10 | 2026-06-30 | → |
| 2864 | ROCKLINE WEALTH MANAGEMENT LLC | ISLIP TERRACE | 324004 | $749.6M | 4 | 2026-02-28 | → |
| 2865 | CURRAN FINANCIAL PARTNERS, LLC | DANIEL ISLAND | 281943 | $749.4M | 30 | 2026-03-31 | → |
| 2866 | QTR FAMILY WEALTH, LLC | LAKE MARY | 331655 | $749.3M | 7 | 2026-03-31 | → |
| 2867 | CYTIUM INVESTMENT MANAGEMENT, LLC | NEW YORK | 327890 | $749.0M | 3 | 2026-04-30 | → |
| 2868 | FLAGSHIP WEALTH ADVISORS, LLC. | WAKEFIELD | 131962 | $748.6M | 7 | 2026-04-30 | → |
| 2869 | LNK PARTNERS, LLC | WHITE PLAINS | 157725 | $748.6M | 2 | 2026-03-31 | → |
| 2870 | SHERBROOKE PARK ADVISERS LLC | WHITE PLAINS | 323576 | $748.3M | 5 | 2025-03-31 | → |
| 2871 | FIDUCIARY FAMILY OFFICE, LLC | BOCA RATON | 326990 | $747.7M | 3 | 2026-03-31 | → |
| 2872 | FOW PARTNERS, LP | PORTLAND | 329051 | $747.3M | 25 | 2026-03-31 | → |
| 2873 | DUDLEY & SHANLEY, INC. | PALM BEACH | 157515 | $746.8M | 5 | 2026-03-31 | → |
| 2874 | DISCIPLINE WEALTH SOLUTIONS, INC. | GREENVILLE | 315846 | $746.7M | 18 | 2026-06-30 | → |
| 2875 | DERBY LANE PARTNERS LP | NEW YORK | 334739 | $746.3M | 12 | 2026-04-30 | → |
| 2876 | BEACON GLOBAL ADVISOR NETWORK, LLC | ATLANTA | 288833 | $745.1M | 61 | 2026-03-31 | → |
| 2877 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | RICHMOND | 293020 | $745.1M | 7 | 2026-03-31 | → |
| 2878 | FIREBIRD MANAGEMENT, LLC | NEW YORK | 136559 | $745.0M | 9 | 2026-03-31 | → |
| 2879 | PINEY LAKE CAPITAL MANAGEMENT LP | GREENWICH | 290404 | $744.9M | 15 | 2026-03-31 | → |
| 2880 | TREMBLANT CAPITAL LP | WEST PALM BEACH | 138743 | $744.6M | 19 | 2026-03-31 | → |
| 2881 | CARR FINANCIAL GROUP CORPORATION | WORCESTER | 317321 | $744.2M | 9 | 2026-05-31 | → |
| 2882 | OLD FARM PARTNERS LP | NEW YORK | 283573 | $744.2M | 6 | 2026-03-31 | → |
| 2883 | AEGIS WEALTH MANAGEMENT LLC | BETHESDA | 134429 | $744.1M | 6 | 2026-03-31 | → |
| 2884 | KENDALL CAPITAL MANAGEMENT | ROCKVILLE | 134740 | $743.9M | 12 | 2026-03-31 | → |
| 2885 | SCIENS WATER OPPORTUNITIES MANAGEMENT LLC | NEW YORK | 299986 | $743.5M | 15 | 2026-06-30 | → |
| 2886 | QUAD PARTNERS LLC | NEW YORK | 160097 | $743.4M | 11 | 2026-03-31 | → |
| 2887 | IFC CORE INVESTMENT MANAGEMENT LLC | RALEIGH | 302090 | $742.4M | 44 | 2026-05-31 | → |
| 2888 | STRIDE CONSUMER PARTNERS LLC | BOSTON | 311501 | $740.3M | 17 | 2026-03-31 | → |
| 2889 | BAYSHORE ASSET MANAGEMENT, LLC | CORAL GABLES | 144191 | $740.1M | 4 | 2026-03-31 | → |
| 2890 | NICHOLAS WEALTH, LLC | MARIETTA | 282635 | $739.8M | 19 | 2026-04-30 | → |
| 2891 | THE MARSHALL FINANCIAL GROUP LLC | HUNT VALLEY | 146362 | $735.6M | 18 | 2026-04-30 | → |
| 2892 | DL CARLSON INVESTMENT GROUP INC. | CONCORD | 105729 | $735.5M | 14 | 2026-03-31 | → |
| 2893 | SHOREBRIDGE CAPITAL MANAGEMENT, LLC | SUMMIT | 290660 | $735.1M | 5 | 2026-03-31 | → |
| 2894 | HUNTERS MOON CAPITAL (US) LP | NEW YORK | 339386 | $734.5M | 4 | 2026-04-30 | → |
| 2895 | SC MANAGEMENT LLC | NEW YORK | 311359 | $732.6M | 12 | 2026-03-31 | → |
| 2896 | COMPOUND ADVISORS, LLC | NEW YORK | 165300 | $732.3M | 7 | 2026-06-30 | → |
| 2897 | CENTERPOINT ADVISORS, LLC | NEEDHAM | 156698 | $731.9M | 12 | 2026-03-31 | → |
| 2898 | ASTARA CAPITAL PARTNERS, L.P. | NEW YORK | 317647 | $731.9M | 19 | 2026-05-31 | → |
| 2899 | NEWMAN DIGNAN & SHEERAR, INC | PROVIDENCE | 107565 | $731.3M | 9 | 2026-05-31 | → |
| 2900 | BAYHAWK CAPITAL LP | BOSTON | 328829 | $730.8M | 12 | 2026-03-31 | → |
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