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 | |
|---|---|---|---|---|---|---|---|
| 3301 | NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. | DARIEN | 133046 | $552.8M | 6 | 2026-03-31 | → |
| 3302 | MW ADVISOR, LLC | NEW YORK | 332429 | $552.5M | 115 | 2026-03-31 | → |
| 3303 | LAS OLAS CAPITAL ADVISORS, LLC | FORT LAUDERDALE | 175077 | $551.9M | 8 | 2026-03-31 | → |
| 3304 | GLOBAL ASSETS ADVISORY, LLC | ORLANDO | 300460 | $551.7M | 29 | 2026-06-30 | → |
| 3305 | FREDERICK FINANCIAL CONSULTANTS, LLC | FREDERICK | 314290 | $551.1M | 7 | 2026-03-31 | → |
| 3306 | NAPIER FINANCIAL, LLC | BRAINTREE | 336725 | $550.1M | 13 | 2026-02-28 | → |
| 3307 | PLUM ISLAND PARTNERS LLC | NEW YORK | 337695 | $550.0M | 16 | 2026-06-30 | → |
| 3308 | TERRAMONT INFRASTRUCTURE MANAGEMENT LLC | NEW YORK | 317282 | $549.9M | 6 | 2026-03-31 | → |
| 3309 | VARCOV CO. | DARIEN | 335143 | $549.6M | 2 | 2026-03-31 | → |
| 3310 | HARVEST INVESTMENT CONSULTANTS LLC | HUNT VALLEY | 110258 | $549.0M | 12 | 2026-03-31 | → |
| 3311 | EXOME ASSET MANAGEMENT LLC | NEW YORK | 304585 | $548.6M | 10 | 2026-03-31 | → |
| 3312 | MAY HILL CAPITAL, LLC | COHASSET | 332076 | $548.6M | 3 | 2026-02-28 | → |
| 3313 | RANGE ROCK CAPITAL LLC | WELLESLEY | 334203 | $548.3M | 3 | 2026-03-31 | → |
| 3314 | TRG ADVISORS, INC. | LAKEWOOD RANCH | 297171 | $547.7M | 3 | 2025-03-31 | → |
| 3315 | BYRNE FINANCIAL FREEDOM, LLC | FRANKLIN | 167893 | $546.4M | 11 | 2026-06-30 | → |
| 3316 | 3 BOOMERANG CAPITAL, LP | GREENWICH | 326929 | $546.1M | 15 | 2026-04-30 | → |
| 3317 | WELLINGTON SHIELDS & CO., LLC | NEW YORK | 149021 | $546.0M | 25 | 2026-03-31 | → |
| 3318 | WHITEGATE INVESTMENT COUNSELORS, INC. | CONCORD | 107732 | $545.4M | 3 | 2026-03-31 | → |
| 3319 | AMHERST CAPITAL MANAGEMENT LLC | NEW YORK | 174130 | $544.7M | 10 | 2026-03-31 | → |
| 3320 | PENOBSCOT WEALTH MANAGEMENT | PORTLAND | 286211 | $544.5M | 12 | 2026-04-30 | → |
| 3321 | FAROL INVESTMENT ADVISERS LP | NEW YORK | 166565 | $543.7M | 5 | 2026-03-31 | → |
| 3322 | PALUMBO WEALTH MANAGEMENT LLC | GREAT NECK | 306548 | $543.4M | 7 | 2026-04-30 | → |
| 3323 | GRAVITALIX FINANCIAL LLC | CORAL SPRINGS | 340206 | $542.5M | 2 | 2026-04-30 | → |
| 3324 | JUNO FINANCIAL GROUP LLC | RICHMOND | 336362 | $541.9M | 8 | 2026-02-28 | → |
| 3325 | BEACON INVESTMENT ADVISORS LLC | GAITHERSBURG | 127368 | $541.9M | 2 | 2026-03-31 | → |
| 3326 | SHOREHAVEN WEALTH PARTNERS, LLC | RED BANK | 308026 | $541.5M | 6 | 2026-03-31 | → |
| 3327 | ANDALUSIAN CREDIT PARTNERS, LLC | NEW YORK | 324744 | $541.3M | 16 | 2026-03-31 | → |
| 3328 | COMPOUND FAMILY OFFICES, LLC | SARASOTA | 298776 | $540.8M | 6 | 2026-04-30 | → |
| 3329 | DIVIDEND ASSETS CAPITAL, LLC | RIDGELAND | 129973 | $540.8M | 7 | 2026-03-31 | → |
| 3330 | GRAY PRIVATE WEALTH, LLC | CANTON | 128547 | $540.7M | 8 | 2026-03-31 | → |
| 3331 | CONSILIUM INVESTMENT MANAGEMENT LLC | FORT LAUDERDALE | 131934 | $540.6M | 17 | 2026-06-30 | → |
| 3332 | HEROLD ADVISORS, INC. | NEW YORK | 105090 | $540.2M | 9 | 2026-04-30 | → |
| 3333 | SPIRIT OF AMERICA MANAGEMENT CORP | SYOSSET | 110023 | $540.0M | 35 | 2026-01-31 | → |
| 3334 | CONSECTOR CAPITAL, LP | NEW YORK | 161337 | $539.7M | 5 | 2024-12-31 | → |
| 3335 | WBI INVESTMENTS, LLC | RED BANK | 106336 | $539.6M | 13 | 2026-03-31 | → |
| 3336 | NCM CAPITAL MANAGEMENT, LLC | RAMSEY | 151109 | $539.4M | 3 | 2026-03-31 | → |
| 3337 | ACCESS WEALTH PLANNING, LLC | EAST HANOVER | 112973 | $539.1M | 6 | 2026-03-31 | → |
| 3338 | MOUNTAIN HILL INVESTMENT PARTNERS | ATLANTIC HIGHLANDS | 175187 | $539.0M | 4 | 2026-05-31 | → |
| 3339 | HARBOURVEST REGISTERED ADVISERS L.P. | BOSTON | 332106 | $538.7M | 1,204 | 2026-04-30 | → |
| 3340 | MORRIS FINANCIAL CONCEPTS, INC. | MOUNT PLEASANT | 114862 | $538.4M | 10 | 2026-03-31 | → |
| 3341 | TROOB CAPITAL MANAGEMENT LLC | RYE BROOK | 161416 | $537.9M | 8 | 2026-04-30 | → |
| 3342 | WEAVER CAPITAL MANAGEMENT, LLC | SUWANEE | 135037 | $537.8M | 5 | 2026-06-30 | → |
| 3343 | ALPHA PARTNERS MANAGEMENT, LLC | NEW YORK | 286141 | $537.5M | 10 | 2026-03-31 | → |
| 3344 | ANTARA CAPITAL LP | NEW YORK | 298247 | $537.4M | 4 | 2026-03-31 | → |
| 3345 | REDMOND ASSET MANAGEMENT, LLC | HENRICO | 138706 | $537.2M | 6 | 2026-04-30 | → |
| 3346 | NOVAPOINT CAPITAL LLC | ATLANTA | 173663 | $536.2M | 6 | 2026-03-31 | → |
| 3347 | LITVAK WEALTH, LLC | NORWALK | 170805 | $536.1M | 6 | 2026-03-31 | → |
| 3348 | BRIGHT ROCK CAPITAL MANAGEMENT LLC | HANOVER | 152820 | $536.0M | 5 | 2026-03-31 | → |
| 3349 | FAIRBRIDGE ASSET MANAGEMENT LLC | DARIEN | 314538 | $535.4M | 17 | 2026-03-31 | → |
| 3350 | FINANCIAL INNOVATIONS, LLC | ATLANTA | 142769 | $535.2M | 2 | 2026-03-31 | → |
| 3351 | PEAK FINANCIAL MANAGEMENT INC | WELLESLEY | 110559 | $534.4M | 9 | 2026-06-30 | → |
| 3352 | MEZZASALMA ADVISORS, LLC | TINTON FALLS | 129045 | $534.4M | 8 | 2026-03-31 | → |
| 3353 | MORSE ASSET MANAGEMENT, INC. | DARIEN | 285650 | $534.3M | 6 | 2026-03-31 | → |
| 3354 | JACKSONVILLE WEALTH MANAGEMENT, LLC | JACKSONVILLE | 309312 | $533.5M | 13 | 2026-02-28 | → |
| 3355 | BAYBERRY CAPITAL PARTNERS LP | NEW YORK | 300381 | $533.4M | 9 | 2026-03-31 | → |
| 3356 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | WELLESLEY | 316736 | $532.9M | 6 | 2026-04-30 | → |
| 3357 | BROPHY WEALTH MANAGEMENT, LLC | BEDFORD | 169894 | $532.5M | 11 | 2026-05-31 | → |
| 3358 | FOUNDERS GROVE WEALTH PARTNERS, LLC | RICHMOND | 331352 | $532.3M | 4 | 2026-03-31 | → |
| 3359 | P. SCHOENFELD ASSET MANAGEMENT LP | NEW YORK | 149236 | $532.2M | 12 | 2026-03-31 | → |
| 3360 | MONUMENT CAPITAL MANAGEMENT, LLC | ALEXANDRIA | 159882 | $531.7M | 11 | 2026-03-31 | → |
| 3361 | ANCIENT MANAGEMENT LP | NEW YORK | 324806 | $531.5M | 12 | 2026-03-31 | → |
| 3362 | NEW SILK ROUTE ADVISORS, L.P. | NEW YORK | 161339 | $531.5M | 5 | 2026-03-31 | → |
| 3363 | CEETO CAPITAL GROUP, LLC | CORAL GABLES | 286538 | $531.4M | 4 | 2026-03-31 | → |
| 3364 | SARDIS GROUP, LLC | ATLANTA | 333854 | $531.2M | 6 | 2026-03-31 | → |
| 3365 | CAP91 PARTNERS MANAGEMENT LLC | RICHMOND | 324057 | $531.0M | 9 | 2026-03-31 | → |
| 3366 | SECURITIZE CAPITAL LLC | MIAMI | 315859 | $530.2M | 2 | 2026-06-30 | → |
| 3367 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | WALTHAM | 309546 | $529.8M | 13 | 2026-05-31 | → |
| 3368 | GAGNON SECURITIES, LLC | NEW YORK | 103727 | $529.7M | 19 | 2026-05-31 | → |
| 3369 | BARRETT & COMPANY, INC. | PROVIDENCE | 1175 | $529.7M | 7 | 2026-03-31 | → |
| 3370 | BENEFIT FIDUCIARY GROUP LLC | RICHMOND | 291252 | $529.4M | 2 | 2026-01-31 | → |
| 3371 | BENEDICT FINANCIAL ADVISORS, INC. | ATLANTA | 116690 | $529.4M | 7 | 2026-03-31 | → |
| 3372 | COOK WEALTH, LLC | RALEIGH | 170372 | $529.4M | 29 | 2025-02-28 | → |
| 3373 | CH GLOBAL CAPITAL MANAGEMENT, LLC | NEW YORK | 283431 | $529.1M | 5 | 2026-03-31 | → |
| 3374 | CARAVELA ENERGY PARTNERS LP | DARIEN | 323131 | $529.1M | 16 | 2026-03-31 | → |
| 3375 | LINCHRIS CAPITAL MANAGEMENT, LLC | PLYMOUTH | 291898 | $528.3M | 21 | 2025-03-31 | → |
| 3376 | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | PORTSMOUTH | 170442 | $528.3M | 14 | 2026-03-31 | → |
| 3377 | NOBLE FAMILY WEALTH, LLC | CLEARWATER | 315152 | $527.5M | 9 | 2026-05-31 | → |
| 3378 | AXON CAPITAL LP | NEW YORK | 158281 | $527.4M | 6 | 2026-03-31 | → |
| 3379 | SOPHRON CAPITAL MANAGEMENT LP | SUMMIT | 331387 | $527.3M | 2 | 2026-03-31 | → |
| 3380 | HVPF MANAGER II, LLC | NEW YORK | 318754 | $527.2M | 47 | 2026-03-31 | → |
| 3381 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | ORMOND BEACH | 316843 | $527.2M | 12 | 2026-02-28 | → |
| 3382 | COMPASS GROUP INVESTMENTS SOLUTIONS LLC | MIAMI | 305680 | $526.8M | 17 | 2026-03-31 | → |
| 3383 | RDL FINANCIAL, INC. | FAIRFAX | 111647 | $526.8M | 13 | 2025-04-30 | → |
| 3384 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | NEW YORK | 284788 | $525.6M | 166 | 2026-06-30 | → |
| 3385 | BOSTONPREMIER WEALTH, LLC | HINGHAM | 282268 | $525.2M | 8 | 2026-04-30 | → |
| 3386 | 5TH STREET ADVISORS, LLC | SOUTHPORT | 140165 | $524.5M | 7 | 2026-05-31 | → |
| 3387 | ESSENTIAL PLANNING, LLC | PORTSMOUTH | 106651 | $524.4M | 11 | 2026-03-31 | → |
| 3388 | CONIFER INVESTMENTS LTD | WEST HARTFORD | 106159 | $524.0M | 3 | 2026-03-31 | → |
| 3389 | CONVERGENCE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 148472 | $523.6M | 5 | 2026-03-31 | → |
| 3390 | FORT POINT CAPITAL, LLC | BOSTON | 164067 | $522.6M | 18 | 2026-03-31 | → |
| 3391 | SHERBORNE INVESTORS MANAGEMENT LP | NEW YORK | 160178 | $522.1M | 4 | 2026-03-31 | → |
| 3392 | MCLAUGHLIN RYDER INVESTMENTS, INC. | ALEXANDRIA | 147529 | $522.1M | 3 | 2026-03-31 | → |
| 3393 | DG CAPITAL MANAGEMENT, LLC | NEW YORK | 157258 | $521.9M | 11 | 2026-05-31 | → |
| 3394 | ANDREW GARRETT, INC. | NEW YORK | 29931 | $521.3M | 14 | 2026-04-30 | → |
| 3395 | DISCIPLINED EQUITY MANAGEMENT, INC. | NEPTUNE BEACH | 129436 | $521.0M | 4 | 2026-02-28 | → |
| 3396 | DRI CAPITAL (US), INC. | SHORT HILLS | 311678 | $520.1M | 10 | 2025-06-30 | → |
| 3397 | ZURAW FINANCIAL ADVISORS, LLC | GREENSBORO | 173129 | $519.9M | 3 | 2026-02-28 | → |
| 3398 | ALTERA PRIVATE ACCESS, LLC | ATLANTA | 287467 | $519.1M | 13 | 2026-05-31 | → |
| 3399 | SAVANO DIRECT CAPITAL PARTNERS, LLC | BALTIMORE | 174066 | $519.1M | 10 | 2026-03-31 | → |
| 3400 | BROADOAK ASSET MANAGEMENT, LLC | BETHESDA | 148901 | $519.0M | 10 | 2026-04-30 | → |
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