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 | |
|---|---|---|---|---|---|---|---|
| 3001 | VSM WEALTH ADVISORY, LLC | HUNT VALLEY | 313717 | $677.5M | 6 | 2026-03-31 | → |
| 3002 | YORKTOWN MANAGEMENT AND RESEARCH CO INC | FOREST | 105083 | $677.1M | 9 | 2026-03-31 | → |
| 3003 | CARDEROCK CAPITAL MANAGEMENT, INC. | CHEVY CHASE | 104570 | $677.0M | 4 | 2026-02-28 | → |
| 3004 | PASI INVESTMENTS, LLC | FARMINGTON | 145640 | $676.3M | 8 | 2026-03-31 | → |
| 3005 | BOSTON RESEARCH AND MANAGEMENT, INC. | MANCHESTER | 107643 | $676.2M | 8 | 2026-03-31 | → |
| 3006 | SUMMIT WEALTH PARTNERS, LLC | ORLANDO | 283648 | $675.7M | 21 | 2026-03-31 | → |
| 3007 | TOUNJIAN ADVISORY PARTNERS LLC | FORT MYERS | 329635 | $675.5M | 10 | 2026-03-31 | → |
| 3008 | LITTLE HOUSE CAPITAL, LLC | BRAINTREE | 290070 | $675.2M | 7 | 2026-03-31 | → |
| 3009 | ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC | VIENNA | 313110 | $675.0M | 12 | 2026-05-31 | → |
| 3010 | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | RED BANK | 133088 | $673.8M | 32 | 2026-03-31 | → |
| 3011 | DLJ REAL ESTATE CAPITAL PARTNERS, LLC | NEW YORK | 106238 | $673.0M | 8 | 2026-03-31 | → |
| 3012 | NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | SOUTH MERIDEN | 109203 | $673.0M | 12 | 2026-03-31 | → |
| 3013 | WARANA CAPITAL, LLC | NEW YORK | 288311 | $672.9M | 14 | 2026-03-31 | → |
| 3014 | ACHIEVE PARTNERS MANAGEMENT, LLC | NEW YORK | 299883 | $672.3M | 12 | 2026-03-31 | → |
| 3015 | FIRETHORN WEALTH PARTNERS, LLC | AUGUSTA | 297634 | $671.9M | 9 | 2026-04-30 | → |
| 3016 | SPIRE CAPITAL MANAGEMENT LLC | NEW YORK | 161581 | $671.5M | 10 | 2026-03-31 | → |
| 3017 | MONTROSE ADVISORS INCORPORATED | NEW YORK | 105918 | $670.8M | 5 | 2026-03-31 | → |
| 3018 | ABS LEGACY PARTNERS, LLC | HICKORY | 325604 | $670.8M | 3 | 2026-03-31 | → |
| 3019 | LOMBARD ADVISERS INCORPORATED | BALTIMORE | 108231 | $669.8M | 41 | 2026-03-31 | → |
| 3020 | DYNASTY EQUITY PARTNERS MANAGEMENT, LLC | NEW YORK | 327607 | $669.8M | 14 | 2026-03-31 | → |
| 3021 | SAXON WOODS ADVISORS LLC | PURCHASE | 109686 | $669.6M | 12 | 2026-03-31 | → |
| 3022 | PAVE INVESTMENT ADVISORS, LLC. | NEW YORK | 322420 | $669.6M | 7 | 2026-06-30 | → |
| 3023 | STONE TEMPLE PARTNERS LLC | NEW YORK | 332833 | $668.7M | 14 | 2026-06-30 | → |
| 3024 | RADIAL EQUITY PARTNERS LP | NEW YORK | 308513 | $668.5M | 19 | 2026-03-31 | → |
| 3025 | A.W. JONES ADVISORS, LLC | NEW YORK | 161260 | $667.0M | 6 | 2026-05-31 | → |
| 3026 | OPENGATE CAPITAL MANAGEMENT, LLC | NEW YORK | 213518 | $666.8M | 25 | 2026-03-31 | → |
| 3027 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 3028 | PRESTIGE WEALTH MANAGEMENT GROUP, LLC | FLEMINGTON | 127381 | $666.4M | 13 | 2026-03-31 | → |
| 3029 | BLUECHIP WEALTH ADVISORS LLC | MILTON | 150008 | $666.4M | 8 | 2026-03-31 | → |
| 3030 | BECK BODE LLC | DEDHAM | 282611 | $666.4M | 16 | 2026-03-31 | → |
| 3031 | GITTERMAN WEALTH MANAGEMENT, LLC | EDISON | 153062 | $666.1M | 17 | 2025-03-31 | → |
| 3032 | HIDDENITE CAPITAL PARTNERS LP | NEW YORK | 309942 | $665.8M | 4 | 2026-05-31 | → |
| 3033 | ALTA WEALTH ADVISORS LLC | WOBURN | 293675 | $664.6M | 15 | 2026-06-30 | → |
| 3034 | ALLEN WEALTH MANAGEMENT, LLC | BOONE | 133038 | $664.3M | 7 | 2026-01-31 | → |
| 3035 | COMPASS CAPITAL CORPORATION | BRAINTREE | 112323 | $663.6M | 14 | 2025-09-30 | → |
| 3036 | CALVERT STREET CAPITAL PARTNERS, INC. | TOWSON | 158096 | $663.1M | 22 | 2026-03-31 | → |
| 3037 | RICHMOND HILL INVESTMENTS, LLC | NEW YORK | 160762 | $663.1M | 7 | 2025-04-30 | → |
| 3038 | THE GENWEALTH GROUP, INC. | MAPLEWOOD | 154569 | $661.3M | 10 | 2026-03-31 | → |
| 3039 | WILLIAMS & ASSOCIATES, INC. | COLUMBIA | 338196 | $661.1M | 9 | 2026-05-31 | → |
| 3040 | TRUVESTMENTS CAPITAL LLC | SARASOTA | 291297 | $660.8M | 17 | 2026-03-31 | → |
| 3041 | HOLDERNESS INVESTMENTS CO | GREENSBORO | 106530 | $660.7M | 8 | 2026-03-31 | → |
| 3042 | TRADEWINDS, LLC | RALEIGH | 316415 | $659.4M | 12 | 2026-03-31 | → |
| 3043 | ARIES WEALTH MANAGEMENT, LLC | PORTLAND | 175477 | $658.6M | 6 | 2026-03-31 | → |
| 3044 | HIGHPOST CAPITAL, LLC | WEST PALM BEACH | 307798 | $657.2M | 14 | 2026-05-31 | → |
| 3045 | INNOVATIVE WEALTH BUILDING LLC | CALIFORNIA | 314942 | $657.2M | 17 | 2026-06-30 | → |
| 3046 | POLAR CAPITAL (AMERICA) CORPORATION | TAMPA | 155389 | $656.1M | 12 | 2026-06-30 | → |
| 3047 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | ITHACA | 145355 | $654.4M | 5 | 2026-03-31 | → |
| 3048 | RANGE ADVISORY, LLC | MCLEAN | 321969 | $653.9M | 38 | 2026-03-31 | → |
| 3049 | EAGLE WEALTH STRATEGIES, LLC | MULLICA HILL | 323814 | $653.8M | 11 | 2026-03-31 | → |
| 3050 | COLLABORATIVE WEALTH MANAGEMENT, INC. | LAKE MARY | 142106 | $653.3M | 13 | 2026-03-31 | → |
| 3051 | COLLEGIATE CAPITAL MANAGEMENT, INC. | RALEIGH | 118205 | $653.0M | 8 | 2026-03-31 | → |
| 3052 | WESTOVER CAPITAL ADVISORS, LLC | WILMINGTON | 126520 | $652.9M | 11 | 2026-03-31 | → |
| 3053 | AUSTRALIS PARTNERS (ADVISERS) LLC | NEW YORK | 175505 | $651.8M | 8 | 2026-03-31 | → |
| 3054 | OCO CAPITAL PARTNERS LP | NEW YORK | 299461 | $651.8M | 4 | 2026-03-31 | → |
| 3055 | WEBER ASSET MANAGEMENT, INC. | LAKE SUCCESS | 106267 | $651.5M | 8 | 2026-03-31 | → |
| 3056 | NOMURA CAPITAL MANAGEMENT LLC | NEW YORK | 324417 | $651.3M | 167 | 2026-06-30 | → |
| 3057 | ROSECLIFF VENTURE MANAGEMENT, LLC | NEW YORK | 300188 | $649.8M | 10 | 2026-06-30 | → |
| 3058 | ASSET STRATEGY ADVISORS, LLC | WAYLAND | 139879 | $649.3M | 10 | 2026-03-31 | → |
| 3059 | DALE K. EHRHART, INC. | VENICE | 35971 | $648.8M | 6 | 2026-03-31 | → |
| 3060 | FAMILY OFFICE RESEARCH, LLC | BETHESDA | 144136 | $648.2M | 5 | 2026-03-31 | → |
| 3061 | 5C CAPITAL MANAGEMENT, LLC | WOODCLIFF LAKE | 284213 | $648.1M | 7 | 2026-03-31 | → |
| 3062 | POWELL INVESTMENT ADVISORS, LLC | MIAMI | 160333 | $648.0M | 2 | 2026-03-31 | → |
| 3063 | ALTUM CAPITAL MANAGEMENT, LLC | NEW YORK | 160123 | $647.8M | 20 | 2026-03-31 | → |
| 3064 | PIER CAPITAL, LLC | STAMFORD | 131212 | $647.7M | 9 | 2026-03-31 | → |
| 3065 | BOSTON STANDARD WEALTH MANAGEMENT, LLC | WINCHESTER | 156452 | $647.6M | 5 | 2026-02-28 | → |
| 3066 | STANDARD GENERAL L.P. | NEW YORK | 151831 | $647.3M | 6 | 2026-03-31 | → |
| 3067 | GUARDIAN POINT CAPITAL, LP | CHARLOTTESVILLE | 165053 | $646.4M | 4 | 2026-03-31 | → |
| 3068 | SSW PARTNERS LP | NEW YORK | 325761 | $646.4M | 5 | 2026-03-31 | → |
| 3069 | GPB CAPITAL HOLDINGS, LLC | GREENWICH | 169825 | $646.2M | 7 | 2026-03-31 | → |
| 3070 | DWM ASSET MANAGEMENT, LLC | STAMFORD | 143224 | $645.0M | 36 | 2026-03-31 | → |
| 3071 | ONE8ZERO8, LLC | GREENSBORO | 332702 | $644.6M | 5 | 2026-05-31 | → |
| 3072 | CADENT MANAGEMENT SERVICES, LLC | RYE BROOK | 157559 | $643.5M | 2 | 2026-03-31 | → |
| 3073 | KARYA CAPITAL MANAGEMENT LLC | NEW YORK | 160413 | $643.5M | 4 | 2026-03-31 | → |
| 3074 | CURASSET CAPITAL MANAGEMENT, LLC | NEWARK | 316522 | $643.2M | 6 | 2026-03-31 | → |
| 3075 | RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | CHATHAM | 111987 | $642.9M | 6 | 2026-03-31 | → |
| 3076 | CHAPIN DAVIS, INC | BALTIMORE | 28116 | $642.8M | 26 | 2026-05-31 | → |
| 3077 | ABACUS FCF ADVISORS LLC | ORLANDO | 135152 | $642.6M | 5 | 2026-06-30 | → |
| 3078 | HUDSON CAPITAL MANAGEMENT LLC | RAMSEY | 131208 | $642.6M | 8 | 2026-03-31 | → |
| 3079 | JONES HILL CAPITAL LP | NEW YORK | 339686 | $642.4M | 8 | 2026-05-31 | → |
| 3080 | ARJUNA CAPITAL, LLC | MANCHESTER | 283713 | $642.4M | 14 | 2026-03-31 | → |
| 3081 | KABR MANAGEMENT, LLC | ENGLEWOOD | 175409 | $642.3M | 11 | 2026-03-31 | → |
| 3082 | WOODWARD FINANCIAL ADVISORS, INC. | CHAPEL HILL | 150641 | $641.5M | 10 | 2026-04-30 | → |
| 3083 | PHOENIX WEALTH ADVISORS INC. | CHAPEL HILL | 118412 | $641.4M | 8 | 2026-02-28 | → |
| 3084 | EVE PARTNERS, LLC | PONTE VEDRA BEACH | 307661 | $641.3M | 14 | 2026-05-31 | → |
| 3085 | SINGLE POINT PARTNERS, LLC | BOSTON | 163793 | $641.3M | 16 | 2026-03-31 | → |
| 3086 | HIGHLAND FINANCIAL ADVISORS, LLC | WAYNE | 125838 | $640.0M | 12 | 2026-06-30 | → |
| 3087 | OLYMPIAD RESEARCH LP | STAMFORD | 304420 | $639.6M | 19 | 2026-03-31 | → |
| 3088 | CONCORD ASSET MANAGEMENT, LLC | ABINGDON | 310710 | $639.4M | 2 | 2026-03-31 | → |
| 3089 | BARD FINANCIAL SERVICES, INC. | BRANFORD | 110017 | $639.4M | 6 | 2025-03-31 | → |
| 3090 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 3091 | SK WEALTH MANAGEMENT, LLC | PROVIDENCE | 109114 | $639.0M | 6 | 2026-01-31 | → |
| 3092 | TIMBER CREEK CAPITAL MANAGEMENT, LLC | BOSTON | 146220 | $636.8M | 4 | 2026-04-30 | → |
| 3093 | VENTURE INVESTMENT MANAGEMENT CO., L.L.C. | PEAPACK | 160002 | $636.8M | 8 | 2026-03-31 | → |
| 3094 | CROW'S NEST HOLDINGS LP | RICHMOND | 316652 | $636.6M | 4 | 2026-03-31 | → |
| 3095 | ROWLAND MILLER + PARTNERS LLC | ATLANTA | 226629 | $635.9M | 5 | 2026-03-31 | → |
| 3096 | EMPOWER FINANCIAL ADVISORY, LLC | GLASTONBURY | 313968 | $635.8M | 7 | 2026-05-31 | → |
| 3097 | HILLTOP WEALTH ADVISORS, LLC | CHAPEL HILL | 283014 | $635.5M | 17 | 2026-06-30 | → |
| 3098 | UGVP MANAGEMENT, LLC | SUMMIT | 170880 | $634.9M | 2 | 2026-03-31 | → |
| 3099 | SIMCOE CAPITAL MANAGEMENT, LLC | NEW YORK | 161985 | $633.8M | 5 | 2026-03-31 | → |
| 3100 | VISION RETIREMENT, LLC | RIDGEWOOD | 173064 | $633.7M | 13 | 2026-06-30 | → |
Related Lists
Sleeve6,740 firms · 2026-06-30