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 | |
|---|---|---|---|---|---|---|---|
| 3601 | SCOGGIN MANAGEMENT LP | NEW YORK | 157587 | $463.9M | 18 | 2026-03-31 | → |
| 3602 | INDEPENDENCE FINANCIAL ADVISORS, LLC | FRANKLIN | 156305 | $463.8M | 11 | 2025-12-31 | → |
| 3603 | TUFTON CAPITAL MANAGEMENT, LLC | HUNT VALLEY | 113543 | $463.8M | 9 | 2026-04-30 | → |
| 3604 | TCP MANAGEMENT LLC | ATLANTA | 319179 | $463.5M | 12 | 2026-06-30 | → |
| 3605 | JAZZ WEALTH MANAGERS, INC. | LARGO | 282807 | $462.2M | 9 | 2026-03-31 | → |
| 3606 | TRUMAN CAPITAL ADVISORS, LP | ARMONK | 156659 | $462.0M | 15 | 2026-04-30 | → |
| 3607 | ADIRONDACK FINANCIAL SERVICES CORP | UTICA | 126155 | $461.8M | 16 | 2026-05-31 | → |
| 3608 | CURIO WEALTH, LLC | ANNAPOLIS | 328178 | $460.7M | 13 | 2026-03-31 | → |
| 3609 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | FLORENCE | 121006 | $460.5M | 9 | 2026-03-31 | → |
| 3610 | LOWE WEALTH ADVISORS, LLC | COLUMBIA | 157906 | $460.2M | 9 | 2025-03-31 | → |
| 3611 | GDEV MANAGEMENT, LLC | NEW YORK | 334800 | $459.7M | 11 | 2026-06-30 | → |
| 3612 | SAIPH CAPITAL, LLC | WYCKOFF | 312119 | $459.4M | 4 | 2026-04-30 | → |
| 3613 | FSA WEALTH MANAGEMENT, LLC | NEEDHAM | 288525 | $459.3M | 6 | 2025-03-31 | → |
| 3614 | HARSPRING CAPITAL MANAGEMENT, LLC | NEW YORK | 170882 | $459.1M | 4 | 2026-03-31 | → |
| 3615 | MIZZEN MANAGEMENT LLC | STAMFORD | 333592 | $459.0M | 13 | 2026-03-31 | → |
| 3616 | WARNER GROUP LLC | MADISON | 334877 | $458.5M | 20 | 2026-04-30 | → |
| 3617 | STRATEGAS ASSET MANAGEMENT, LLC | NEW YORK | 172000 | $458.4M | 26 | 2026-06-30 | → |
| 3618 | MRE MANAGEMENT, LLC | ANNAPOLIS | 338513 | $458.0M | 7 | 2026-04-30 | → |
| 3619 | EAGLE POINT INCOME MANAGEMENT LLC | GREENWICH | 299198 | $457.9M | 66 | 2026-03-31 | → |
| 3620 | PARAMOUNT GROUP REAL ESTATE ADVISOR LLC | NEW YORK | 161324 | $457.7M | 91 | 2026-03-31 | → |
| 3621 | PURSUIT WEALTH MANAGEMENT, LLC | RALEIGH | 337709 | $457.5M | 7 | 2026-02-28 | → |
| 3622 | PALLADIN CONSUMER RETAIL PARTNERS, LLC | BOSTON | 164689 | $457.3M | 9 | 2026-05-31 | → |
| 3623 | MOSELEY INVESTMENT MANAGEMENT, INC. | BRADENTION | 124152 | $456.8M | 7 | 2026-03-31 | → |
| 3624 | WEALTH ADVISORS OF TAMPA BAY LLC | TAMPA | 162724 | $456.8M | 8 | 2026-03-31 | → |
| 3625 | ACCESS INVESTMENT MANAGEMENT, LLC | ATLANTA | 322491 | $456.4M | 2 | 2026-02-28 | → |
| 3626 | FLORIDA FINANCIAL ADVISORS, LLC | TAMPA | 288811 | $456.1M | 667 | 2026-04-30 | → |
| 3627 | WORTH VENTURE PARTNERS, LLC | FORT LEE | 168610 | $456.1M | 11 | 2026-03-31 | → |
| 3628 | MULLOOLY ASSET MANAGEMENT, INC. | WALL TOWNSHIP | 121184 | $455.6M | 4 | 2026-02-28 | → |
| 3629 | COVE PRIVATE WEALTH, LLC | OYSTER BAY | 316866 | $455.5M | 2 | 2026-02-28 | → |
| 3630 | SICART ASSOCIATES, LLC | NEW YORK | 285275 | $455.4M | 3 | 2026-04-30 | → |
| 3631 | SELECTIVE WEALTH MANAGEMENT, INC. | FOREST | 164882 | $454.8M | 9 | 2026-05-31 | → |
| 3632 | WHITESTAR ADVISORS, LLC | BOCA RATON | 124627 | $454.5M | 8 | 2026-03-31 | → |
| 3633 | NEW WATER CAPITAL, L.P. | BOCA RATON | 226608 | $454.4M | 12 | 2026-03-31 | → |
| 3634 | SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | MONTVALE | 298315 | $454.2M | 8 | 2026-03-31 | → |
| 3635 | SILVER GROVE FINANCIAL GROUP, INC. | ORCHARD PARK | 287512 | $453.6M | 17 | 2026-06-30 | → |
| 3636 | BRANT POINT INVESTMENT MANAGEMENT LLC | NEW YORK | 157572 | $453.3M | 6 | 2026-04-30 | → |
| 3637 | IMZ ADVISORY INC. | BOCA RATON | 314890 | $452.7M | 4 | 2026-03-31 | → |
| 3638 | ENDICOTT CAPITAL MANAGEMENT, L.L.C. | NEW YORK | 308447 | $452.6M | 11 | 2026-03-31 | → |
| 3639 | OLD NORTH STATE WEALTH MANAGEMENT, LLC | WILMINGTON | 148659 | $452.6M | 6 | 2026-03-31 | → |
| 3640 | HOLCOMBE FINANCIAL, INC. | ATLANTA | 142238 | $451.6M | 5 | 2026-06-30 | → |
| 3641 | EDGE FOCUS CAPITAL MANAGEMENT, LLC | NEW YORK | 309884 | $451.3M | 22 | 2026-03-31 | → |
| 3642 | JUNIPER INVESTMENT COMPANY, LLC | NEW YORK | 170814 | $451.1M | 9 | 2026-03-31 | → |
| 3643 | IFC PERSONAL MONEY MANAGERS, INC. | NEW YORK | 126344 | $450.9M | 4 | 2026-04-30 | → |
| 3644 | STONECOURT CAPITAL LP | NEW YORK | 286234 | $450.5M | 9 | 2026-03-31 | → |
| 3645 | HAZARD & SIEGEL ADVISORY SERVICES LLC | DEWITT | 151462 | $449.8M | 24 | 2026-03-31 | → |
| 3646 | QUAKER WEALTH MANAGEMENT LLC | MOORESTOWN | 284546 | $449.3M | 7 | 2026-03-31 | → |
| 3647 | MONEYWISE INC | FOREST | 105103 | $449.2M | 10 | 2026-02-28 | → |
| 3648 | SQUARE CIRCLE IA LP | BOSTON | 312718 | $448.9M | 3 | 2026-03-31 | → |
| 3649 | WESTBOURNE INVESTMENT ADVISORS INC. | ANNAPOLIS | 144571 | $448.8M | 6 | 2026-03-31 | → |
| 3650 | NOMAD FINTECH INC | ORLANDO | 307764 | $448.6M | 53 | 2026-01-31 | → |
| 3651 | OSPREY PRIVATE WEALTH LLC | NEW YORK | 331295 | $448.4M | 6 | 2026-06-30 | → |
| 3652 | CADENCE WEALTH MANAGEMENT LLC | WESTBOROUGH | 155080 | $448.0M | 7 | 2026-03-31 | → |
| 3653 | HARDIN CAPITAL PARTNERS, LLC | GREENVILLE | 153023 | $447.8M | 3 | 2026-02-28 | → |
| 3654 | KERRISDALE ADVISERS, LLC | MIAMI BEACH | 160804 | $447.8M | 4 | 2026-03-31 | → |
| 3655 | ADE, LLC | BALTIMORE | 168345 | $447.5M | 9 | 2026-06-30 | → |
| 3656 | FLAGSHIP PRIVATE WEALTH, LLC | WOBURN | 175277 | $447.2M | 4 | 2026-06-30 | → |
| 3657 | GRANT/GROSSMENDELSOHN, LLC | BALTIMORE | 111509 | $446.8M | 7 | 2025-03-31 | → |
| 3658 | L. K. BENSON & COMPANY, P.C. | TIMONIUM | 107908 | $446.2M | 9 | 2026-03-31 | → |
| 3659 | BRACCO ASSET MANAGEMENT, LP | PURCHASE | 326536 | $446.0M | 7 | 2026-03-31 | → |
| 3660 | BEATON MANAGEMENT CO INC | HAVERHILL | 104728 | $445.7M | 3 | 2026-03-31 | → |
| 3661 | ARCADIA WEALTH MANAGEMENT, LLC | MANCHESTER | 284925 | $445.5M | 21 | 2026-05-31 | → |
| 3662 | MAXIM FINANCIAL ADVISORS LLC | NEW YORK | 139366 | $445.5M | 35 | 2026-03-31 | → |
| 3663 | NEWTON ONE INVESTMENTS LLC | NEWARK | 147048 | $445.5M | 7 | 2026-03-31 | → |
| 3664 | 4X4 CAPITAL, LLC | NEW YORK | 316647 | $445.4M | 9 | 2026-03-31 | → |
| 3665 | BEACONLIGHT CAPITAL, LLC | NEW YORK | 158390 | $445.3M | 12 | 2026-03-31 | → |
| 3666 | ROBINSON SMITH WEALTH ADVISORS, LLC | SOUTH PORTLAND | 123098 | $444.9M | 8 | 2026-02-28 | → |
| 3667 | FLOWER CITY CAPITAL LLC | PITTSFORD | 281503 | $444.6M | 9 | 2026-04-30 | → |
| 3668 | CM INVESTMENT PARTNERS LLC | NEW YORK | 168941 | $444.2M | 14 | 2026-03-31 | → |
| 3669 | SAGE RESIDENTIAL MANAGEMENT LLC | MORRISTOWN | 315039 | $444.1M | 12 | 2026-05-31 | → |
| 3670 | HAMILTON CAPITAL PARTNERS, LLC | ATLANTA | 314344 | $444.0M | 5 | 2026-04-30 | → |
| 3671 | LUMBARD & KELLNER, LLC | HOLLIS | 117196 | $443.6M | 4 | 2026-03-31 | → |
| 3672 | CROSS STAFF INVESTMENTS INC. | PITTSFORD | 165984 | $443.5M | 4 | 2026-05-31 | → |
| 3673 | HEDGEYE ASSET MANAGEMENT, LLC | STAMFORD | 336185 | $443.4M | 10 | 2026-02-28 | → |
| 3674 | MEMBERS ADVISORY GROUP, LLC | WILLIAMSVILLE | 153723 | $443.2M | 7 | 2026-04-30 | → |
| 3675 | SELKIRK MANAGEMENT, LLC | CHATHAM | 162808 | $443.0M | 4 | 2026-03-31 | → |
| 3676 | HUMANKIND INVESTMENTS LLC | NEW YORK | 304081 | $442.8M | 11 | 2026-01-31 | → |
| 3677 | EAST BRIDGE CAPITAL MANAGEMENT LP | BOSTON | 167207 | $442.3M | 5 | 2026-02-28 | → |
| 3678 | LANDMARK WEALTH MANAGEMENT, LLC | MELVILLE | 158693 | $442.0M | 6 | 2026-06-30 | → |
| 3679 | DURATIONAL CAPITAL MANAGEMENT LP | NEW YORK | 291371 | $442.0M | 5 | 2026-05-31 | → |
| 3680 | MERIDIANA MFO LLC | CORAL GABLES | 306237 | $441.9M | 5 | 2026-04-30 | → |
| 3681 | BLUE OPAL CAPITAL, LLC | NEW YORK | 315680 | $441.7M | 4 | 2026-04-30 | → |
| 3682 | PARADIGM ASSET MANAGEMENT COMPANY, L.L.C. | WHITE PLAINS | 111479 | $441.7M | 5 | 2026-03-31 | → |
| 3683 | ARTEMIS CAPITAL PARTNERS MANAGEMENT CO., LLC | BOSTON | 285607 | $441.5M | 16 | 2026-03-31 | → |
| 3684 | NORTH ISLAND VENTURES, LLC | NEW YORK | 309291 | $441.4M | 9 | 2026-03-31 | → |
| 3685 | ARDAN EQUITY PARTNERS, LLC | WEST PALM BEACH | 312470 | $441.4M | 6 | 2026-05-31 | → |
| 3686 | RISE ADVISORS, LLC | ROCHESTER | 309760 | $441.2M | 9 | 2026-03-31 | → |
| 3687 | TOURMALET ADVISORS, LP | FAIRFIELD | 336207 | $441.0M | 2 | 2026-05-31 | → |
| 3688 | COHERE CAPITAL PARTNERS, LP | BOSTON | 305806 | $440.6M | 7 | 2026-03-31 | → |
| 3689 | CHIRON INVESTMENT MANAGEMENT, LLC | NEW YORK | 277165 | $440.2M | 89 | 2025-03-31 | → |
| 3690 | BLUESTONE EQUITY PARTNERS, L.P. | NEW YORK | 323332 | $439.9M | 9 | 2026-06-30 | → |
| 3691 | COLLWICK FUNDS GP, LLC | CHARLOTTE | 162923 | $439.6M | 4 | 2026-03-31 | → |
| 3692 | FWG HOLDINGS, LLC | WINTER PARK | 308968 | $439.1M | 14 | 2026-03-31 | → |
| 3693 | SPIVAK ASSET MANAGEMENT, LLC | AVON | 125714 | $439.1M | 1 | 2026-03-31 | → |
| 3694 | BARCA CAPITAL, LLC | WEST NEWTON | 263786 | $439.0M | 3 | 2026-03-31 | → |
| 3695 | TA CAPITAL MANAGEMENT, LLC | SEWELL | 169326 | $438.9M | 4 | 2026-03-31 | → |
| 3696 | GABLES CAPITAL MANAGEMENT INC | MIAMI | 109608 | $438.8M | 8 | 2026-03-31 | → |
| 3697 | SHAWSPRING PARTNERS, LLC | BOSTON | 172766 | $438.7M | 7 | 2026-03-31 | → |
| 3698 | SECOND ALPHA PARTNERS, LLC | NEW YORK | 282418 | $438.4M | 6 | 2026-03-31 | → |
| 3699 | 154 PARTNERS INVESTMENT MANAGEMENT LLC | NEW YORK | 333601 | $438.1M | 13 | 2026-06-30 | → |
| 3700 | LLOYD ADVISORY SERVICES, LLC | SUWANEE | 150582 | $437.6M | 13 | 2026-03-31 | → |
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