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 | |
|---|---|---|---|---|---|---|---|
| 3401 | MATSON FINANCIAL ADVISORS, INC. | DANBURY | 122480 | $518.9M | 9 | 2026-03-31 | → |
| 3402 | BICYCLE MANAGEMENT COMPANY, L.P. | COCONUT GROVE | 328090 | $518.5M | 10 | 2026-03-31 | → |
| 3403 | BOARDMAN BAY CAPITAL MANAGEMENT LLC | NEW YORK | 164577 | $518.4M | 3 | 2026-03-31 | → |
| 3404 | HUDSON HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 316815 | $518.1M | 6 | 2026-03-31 | → |
| 3405 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | NY | 315603 | $517.9M | 2 | 2026-03-31 | → |
| 3406 | ALTIUM INVESTMENT STRATEGIES LLC | WESLEY CHAPEL | 333950 | $517.7M | 8 | 2026-03-31 | → |
| 3407 | JORDAN/ZALAZNICK ADVISERS, INC. | NEW YORK | 160932 | $517.5M | 25 | 2026-03-31 | → |
| 3408 | ALLIANCE WEALTH MANAGEMENT GROUP, LLC | FLEMINGTON | 169573 | $517.4M | 13 | 2026-02-28 | → |
| 3409 | SOWA FINANCIAL GROUP INC | LINCOLN | 107646 | $517.0M | 8 | 2026-02-28 | → |
| 3410 | MEDALLION WEALTH ADVISORS, LLC | FARMINGTON | 156064 | $516.9M | 7 | 2026-03-31 | → |
| 3411 | MILLENNIA GLOBAL INVESTORS LLC | NEW YORK | 322761 | $516.0M | 6 | 2026-05-31 | → |
| 3412 | THE MAIN STREET GROUP, LTD | GLEN ALLEN | 175502 | $515.3M | 13 | 2026-05-31 | → |
| 3413 | WEALTHSPRING CAPITAL LLC | WEST HARRISON | 301040 | $515.0M | 5 | 2026-06-30 | → |
| 3414 | LONG RUN WEALTH ADVISORS, LLC | LAKE PLACID | 311415 | $514.2M | 7 | 2026-01-31 | → |
| 3415 | UHLER VERTICH WHITE ADVISORS, LLC | FORT MYERS | 130716 | $513.7M | 11 | 2026-04-30 | → |
| 3416 | WISER WEALTH MANAGEMENT, INC | MARIETTA | 125282 | $513.6M | 11 | 2026-06-30 | → |
| 3417 | TOWER BAY ASSET MANAGEMENT LP | STAMFORD | 317104 | $513.6M | 10 | 2026-03-31 | → |
| 3418 | ELEVATUS WEALTH MANAGEMENT, LLC | VICTOR | 325629 | $513.4M | 9 | 2026-06-30 | → |
| 3419 | CANAM CAPITAL MANAGEMENT, LLC | NEW YORK | 298587 | $513.3M | 2 | 2026-05-31 | → |
| 3420 | PHARVISION ADVISERS, LLC | BOCA RATON | 311739 | $513.2M | 2 | 2026-03-31 | → |
| 3421 | FORTWOOD CAPITAL LP | GREENWICH | 329381 | $513.0M | 9 | 2026-06-30 | → |
| 3422 | ST. JAMES INVESTMENT ADVISORS, LLC | PORT JEFFERSON | 283880 | $511.5M | 7 | 2026-02-28 | → |
| 3423 | CLIENT 1ST ADVISORY GROUP LLC | DUNEDIN | 167790 | $511.5M | 8 | 2026-03-31 | → |
| 3424 | FLOREK FINANCIAL, LLC | DUXBURY | 152235 | $511.0M | 2 | 2026-02-28 | → |
| 3425 | HORIZON ADVISORY SERVICES, INC. | WEST HENRIETTA | 305239 | $510.2M | 9 | 2026-06-30 | → |
| 3426 | ELDRIDGE GP1 ADVISERS, LLC | NEW YORK | 333934 | $510.0M | 292 | 2026-05-31 | → |
| 3427 | DEFENDER CAPITAL LLC | CHARLOTTE | 159607 | $510.0M | 3 | 2026-01-31 | → |
| 3428 | CHASE INVESTMENT COUNSEL CORPORATION | CHARLOTTESVILLE | 104648 | $509.8M | 7 | 2026-03-31 | → |
| 3429 | MADISON ADVISORY SERVICES, INC. | WHITE PLAINS | 132386 | $509.7M | 16 | 2026-04-30 | → |
| 3430 | NEBARI PARTNERS, LLC | NEW YORK | 295859 | $509.7M | 11 | 2026-05-31 | → |
| 3431 | ASPIRE PRIVATE CAPITAL, LLC | CORNELIUS | 154116 | $509.7M | 9 | 2026-03-31 | → |
| 3432 | HIGHBROOK CAPITAL PARTNERS LLC | ATLANTA | 338408 | $509.1M | 6 | 2026-03-31 | → |
| 3433 | MANA ADVISORS LLC | NEW YORK | 284792 | $509.0M | 4 | 2026-03-31 | → |
| 3434 | TURNSPIRE CAPITAL PARTNERS LLC | NEW YORK | 311053 | $508.9M | 11 | 2026-03-31 | → |
| 3435 | LIONHEART STRATEGIC MANAGEMENT, LLC | NEW YORK | 314990 | $508.7M | 14 | 2026-03-31 | → |
| 3436 | AND WEALTH PARTNERS, LLC | BALTIMORE | 149136 | $508.2M | 5 | 2026-02-28 | → |
| 3437 | QUADRATIC CAPITAL MANAGEMENT LLC | GREENWICH | 172768 | $508.1M | 4 | 2026-02-28 | → |
| 3438 | INSTRUMENTAL WEALTH, LLC | TAMPA | 310788 | $508.0M | 12 | 2026-03-31 | → |
| 3439 | CROSSBEAM VENTURE PARTNERS LLC | NEW YORK | 309047 | $507.7M | 6 | 2026-05-31 | → |
| 3440 | GARDEN INVESTMENT MANAGEMENT, L.P. | GREENWICH | 330358 | $507.7M | 8 | 2026-03-31 | → |
| 3441 | WEALTHCREST FINANCIAL SERVICES, LLC | SPRINGFIELD | 130049 | $507.5M | 9 | 2026-03-31 | → |
| 3442 | STRATIS CAPITAL, LLC | DARIEN | 300130 | $507.5M | 1 | 2026-03-31 | → |
| 3443 | MEP CAPITAL MANAGEMENT, LLC | NEW YORK | 304299 | $507.3M | 7 | 2026-04-30 | → |
| 3444 | PINE HARBOR WEALTH MANAGEMENT LLC | FAIRFAX | 317352 | $507.1M | 2 | 2026-02-28 | → |
| 3445 | KAUFMAN ROSSIN WEALTH, LLC | MIAMI | 301921 | $506.7M | 11 | 2026-03-31 | → |
| 3446 | BETA CAPITAL MANAGEMENT LLC | MIAMI | 154894 | $506.6M | 16 | 2026-03-31 | → |
| 3447 | WELCH CAPITAL PARTNERS LLC | HARRISON | 106721 | $506.2M | 4 | 2026-04-30 | → |
| 3448 | STONY POINT WEALTH MANAGEMENT INC. | RICHMOND | 210519 | $506.1M | 8 | 2026-03-31 | → |
| 3449 | FIRST ADVISORS NATIONAL, LLC | ATLANTA | 166212 | $505.9M | 65 | 2026-03-31 | → |
| 3450 | GLOBAL CREDIT ADVISERS, LLC | NEW YORK | 147843 | $505.7M | 14 | 2026-03-31 | → |
| 3451 | SELBY LANE CAPITAL, LLC | CHARLOTTESVILLE | 325345 | $505.4M | 15 | 2026-03-31 | → |
| 3452 | CARL P. SHERR & CO., LLC | WORCESTER | 3394 | $505.4M | 5 | 2026-03-31 | → |
| 3453 | PUNCH CARD MANAGEMENT LP | WINTER PARK | 162939 | $505.4M | 4 | 2026-03-31 | → |
| 3454 | BELLARS HARRIS WEALTH MANAGEMENT, LLC | VIRGINIA BEACH | 338986 | $505.4M | 8 | 2026-04-30 | → |
| 3455 | CAPITALA PRIVATE ADVISORS, LLC | CHARLOTTE | 283527 | $505.1M | 16 | 2026-03-31 | → |
| 3456 | ACCRETIVE WEALTH PARTNERS, LLC | PARSIPPANY | 299544 | $504.5M | 3 | 2026-06-30 | → |
| 3457 | BLACK CORAL FINANCIAL ADVISORS, LLC | MOUNT OLIVE | 154623 | $504.4M | 6 | 2026-02-28 | → |
| 3458 | 11 CAPITAL PARTNERS LP | DARIEN | 306165 | $503.5M | 5 | 2026-03-31 | → |
| 3459 | DRUM CAPITAL MANAGEMENT LLC | STAMFORD | 137964 | $503.2M | 6 | 2026-03-31 | → |
| 3460 | SAYBROOK CAPITAL CORP | SAG HARBOR | 107679 | $502.7M | 4 | 2026-02-28 | → |
| 3461 | QUANTITATIVE PROCESS, LLC | CHARLOTTE | 165699 | $502.1M | 3 | 2026-02-28 | → |
| 3462 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | ATLANTA | 106796 | $502.0M | 9 | 2026-03-31 | → |
| 3463 | HUMBLE MANAGEMENT, LLC | NEW YORK | 322006 | $501.6M | 12 | 2026-03-31 | → |
| 3464 | WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | GLASTONBURY | 112243 | $501.2M | 8 | 2025-04-30 | → |
| 3465 | HC ADVISORS LLC | SANDY SPRINGS | 165200 | $500.2M | 8 | 2026-03-31 | → |
| 3466 | STOKES CAPITAL ADVISORS, LLC | GREENWOOD | 281278 | $499.4M | 2 | 2026-02-28 | → |
| 3467 | ACT ADVISORS, LLC | ASHEVILLE | 173120 | $498.9M | 10 | 2026-03-31 | → |
| 3468 | SCIENTECH RESEARCH LLC | JERSEY CITY | 310615 | $498.8M | 25 | 2026-03-31 | → |
| 3469 | KAHN BROTHERS ADVISORS LLC | NEW YORK | 144368 | $498.6M | 6 | 2026-03-31 | → |
| 3470 | HASTINGS EQUITY PARTNERS, LLC | BOSTON | 167499 | $498.5M | 13 | 2026-03-31 | → |
| 3471 | JACKSON FINANCIAL SERVICES, LLC | MT. PLEASANT | 132252 | $498.1M | 3 | 2026-03-31 | → |
| 3472 | XCEL WEALTH MANAGEMENT, LLC | HOLLY HILL | 158863 | $497.9M | 4 | 2026-02-28 | → |
| 3473 | LEGEIS CAPITAL ADVISORS, LLC | GREAT NECK | 332943 | $497.4M | 1 | 2026-04-30 | → |
| 3474 | RIPOSTE CAPITAL LLC | NEW YORK | 322217 | $496.6M | 9 | 2026-03-31 | → |
| 3475 | SA WEALTH MANAGEMENT LLC | HUNTINGTON | 335680 | $496.4M | 3 | 2026-02-28 | → |
| 3476 | WHITE OAKS INVESTMENT MANAGEMENT, INC | SARASOTA | 170016 | $496.1M | 2 | 2026-05-31 | → |
| 3477 | KLOSTERS CAPITAL LLC | MIAMI | 285582 | $495.6M | 7 | 2026-03-31 | → |
| 3478 | PIEDMONT CAPITAL MANAGEMENT, LLC | GREENBORO | 155682 | $495.6M | 24 | 2026-03-31 | → |
| 3479 | CORIGLIANO INVESTMENT ADVISERS, LLC | RALEIGH | 331908 | $495.5M | 4 | 2026-03-31 | → |
| 3480 | CHERRYDALE WEALTH MANAGEMENT, LLC | MONTCLAIR | 171541 | $495.5M | 3 | 2026-06-30 | → |
| 3481 | SEMMAX FINANCIAL ADVISORS, INC. | WINSTON-SALEM | 144978 | $495.4M | 18 | 2026-03-31 | → |
| 3482 | LINCOLNSHIRE MANAGEMENT, INC. | NEW YORK | 157144 | $494.4M | 23 | 2026-03-31 | → |
| 3483 | KOLINSKY WEALTH MANAGEMENT, LLC | RAMSEY | 153763 | $493.8M | 11 | 2025-03-31 | → |
| 3484 | CUTTER CAPITAL MANAGEMENT, LP | NEW YORK | 326885 | $493.4M | 8 | 2025-03-31 | → |
| 3485 | SELLARONDA GLOBAL MANAGEMENT LP | NEW YORK | 325400 | $493.1M | 6 | 2026-03-31 | → |
| 3486 | UNITED AMERICAN SECURITIES, INC. | NEW YORK | 21274 | $493.0M | 6 | 2026-05-31 | → |
| 3487 | MANTEIO CAPITAL LLC | JERSEY CITY | 311029 | $492.7M | 34 | 2026-03-31 | → |
| 3488 | HARBER CAPITAL LLC | ASHEVILLE | 158939 | $492.7M | 4 | 2026-03-31 | → |
| 3489 | TRUE NORTH MANAGEMENT GROUP, LLC | STAMFORD | 161042 | $492.5M | 9 | 2026-03-31 | → |
| 3490 | ENGLE CAPITAL MANAGEMENT, L.P. | GREENWICH | 178525 | $492.4M | 8 | 2026-03-31 | → |
| 3491 | FUSION CAPITAL, LLC | MT. PLEASANT | 154726 | $492.3M | 6 | 2026-03-31 | → |
| 3492 | TYLER STREET CAPITAL | PLYMOUTH | 340011 | $491.5M | 1 | 2026-06-30 | → |
| 3493 | PACES FERRY WEALTH ADVISORS, LLC | ATLANTA | 300057 | $491.2M | 6 | 2026-03-31 | → |
| 3494 | VICTOR CAPITAL PARTNERS MANAGEMENT COMPANY, LP | NEW YORK | 313929 | $491.0M | 14 | 2026-03-31 | → |
| 3495 | MARYLAND CAPITAL ADVISORS, INC. | CHESTER | 134875 | $490.8M | 7 | 2026-03-31 | → |
| 3496 | LIFEWEALTH INVESTMENTS, LLC | WINTER GARDEN | 332978 | $490.6M | 22 | 2026-03-31 | → |
| 3497 | SAMALIN INVESTMENT COUNSEL, LLC | CHAPPAQUA | 142214 | $490.5M | 13 | 2026-06-30 | → |
| 3498 | CYPRESS FINANCIAL PLANNING, LLC | HADDON HEIGHTS | 151014 | $490.4M | 7 | 2026-06-30 | → |
| 3499 | COOK PINE CAPITAL LLC | GREENWICH | 134911 | $490.3M | 8 | 2026-03-31 | → |
| 3500 | 10 EAST PARTNERS LLC | NEW YORK | 322360 | $490.3M | 21 | 2026-03-31 | → |
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