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 | |
|---|---|---|---|---|---|---|---|
| 3801 | GOODMAN ADVISORY GROUP, LLC | NEEDHAM | 285637 | $415.5M | 8 | 2026-03-31 | → |
| 3802 | FERGUSON SHAPIRO LLC | DECATUR | 297555 | $415.2M | 9 | 2026-05-31 | → |
| 3803 | LANDSEER ADVISORS LLC | PRINCETON | 309937 | $415.2M | 5 | 2026-03-31 | → |
| 3804 | ELLINGTON CREDIT COMPANY MANAGEMENT LLC | OLD GREENWICH | 168311 | $415.0M | 164 | 2026-03-31 | → |
| 3805 | LOCK 8 PARTNERS LLC | NEW YORK | 319731 | $414.7M | 9 | 2026-05-31 | → |
| 3806 | MOMENTUM ADVISORS, LLC | NEW YORK | 159574 | $414.7M | 10 | 2026-05-31 | → |
| 3807 | NORTHEAST PLANNING ASSOCIATES, INC. | BEDFORD | 131406 | $414.0M | 129 | 2026-05-31 | → |
| 3808 | GOLD COAST WEALTH MANAGEMENT, LLC | JERICHO | 156338 | $413.8M | 3 | 2026-03-31 | → |
| 3809 | CLEARWELL ADVISORS, LLC | TAMPA | 306186 | $413.5M | 9 | 2026-04-30 | → |
| 3810 | GROVE STREET FIDUCIARY, LLC | PETERBOROUGH | 107703 | $413.2M | 4 | 2026-03-31 | → |
| 3811 | NORTHBRIDGE FINANCIAL GROUP, LLC | TAMPA | 310394 | $413.1M | 11 | 2026-02-28 | → |
| 3812 | SWS CAPITAL MANAGEMENT, LLC | NEW YORK | 119043 | $413.1M | 10 | 2026-03-31 | → |
| 3813 | AULDBRASS PARTNERS, LP | NEW YORK | 161360 | $412.9M | 11 | 2026-05-31 | → |
| 3814 | ALTAMONT CAPITAL MANAGEMENT, LLC. | ASHEVILLE | 118979 | $412.3M | 2 | 2026-01-31 | → |
| 3815 | BAY HARBOR WEALTH MANAGEMENT, LLC | HUNT VALLEY | 294000 | $412.0M | 6 | 2026-03-31 | → |
| 3816 | AURELIUS CAPITAL MANAGEMENT, LP | NEW YORK | 157325 | $411.9M | 12 | 2026-04-30 | → |
| 3817 | CURBSTONE FINANCIAL MANAGEMENT CORPORATION | MANCHESTER | 13348 | $411.7M | 10 | 2026-06-30 | → |
| 3818 | HALL CAPITAL MANAGEMENT COMPANY, INC. | BARRINGTON | 108141 | $411.6M | 9 | 2026-03-31 | → |
| 3819 | YAKIRA CAPITAL MANAGEMENT, INC. | WESTPORT | 159398 | $411.6M | 4 | 2026-04-30 | → |
| 3820 | HLM MANAGEMENT CO., LLC | WALTHAM | 162337 | $411.4M | 14 | 2026-03-31 | → |
| 3821 | BDFS CAPITAL LLC | REHOBOTH BEACH | 287680 | $411.3M | 9 | 2026-01-31 | → |
| 3822 | BLUE SQUARE ASSET MANAGEMENT, LLC | NEW YORK | 296802 | $410.3M | 9 | 2026-03-31 | → |
| 3823 | TAYLOR FINANCIAL GROUP, INC. | ROANOKE | 116744 | $410.0M | 6 | 2026-02-28 | → |
| 3824 | SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC | NEW YORK | 166616 | $409.9M | 7 | 2026-03-31 | → |
| 3825 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | FAIRFAX | 114957 | $409.7M | 8 | 2026-02-28 | → |
| 3826 | VENTURE CAPITAL FUND OF AMERICA III, INC. | NEW YORK | 160941 | $409.6M | 9 | 2026-03-31 | → |
| 3827 | HILTON HEAD CAPITAL PARTNERS, LLC | HILTON HEAD ISLAND | 299375 | $409.5M | 6 | 2026-03-31 | → |
| 3828 | PELOTON EQUITY LLC | GREENWICH | 301543 | $409.5M | 8 | 2026-05-31 | → |
| 3829 | MARKS WEALTH, LLC | ELLICOTT CITY | 310534 | $409.2M | 4 | 2026-06-30 | → |
| 3830 | CODE WAECHTER LLC | TAMPA | 289372 | $409.0M | 9 | 2026-01-31 | → |
| 3831 | WASSERSTEIN MANAGEMENT, LP | NEW YORK | 286158 | $408.5M | 5 | 2026-03-31 | → |
| 3832 | NEW LEAF VENTURE PARTNERS LLC | NEW YORK | 163897 | $408.4M | 4 | 2026-03-31 | → |
| 3833 | HERITAGE FINANCIAL, LLC | GAINESVILLE | 285149 | $408.0M | 8 | 2026-06-30 | → |
| 3834 | NEXUS338, LLC | CABIN JOHN | 315250 | $407.8M | 3 | 2026-02-28 | → |
| 3835 | OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC | ROCKVILLE | 168342 | $407.2M | 10 | 2025-03-31 | → |
| 3836 | J.R. PRUNIER CAPITAL MANAGEMENT LLC | HOLDEN | 321026 | $407.0M | 3 | 2026-06-30 | → |
| 3837 | BRIDGE GROWTH PARTNERS, LLC | NEW YORK | 168682 | $407.0M | 11 | 2026-03-31 | → |
| 3838 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | ALBANY | 146655 | $406.5M | 9 | 2026-03-31 | → |
| 3839 | CLARITY CAPITAL ADVISORS, LLC | LAKEWOOD RANCH | 282405 | $406.3M | 2 | 2026-02-28 | → |
| 3840 | GUERRA ADVISORS INC. | MIAMI | 282409 | $406.2M | 12 | 2026-03-31 | → |
| 3841 | BALLAST ROCK PRIVATE WEALTH LLC | CHARLESTON | 322064 | $405.7M | 9 | 2026-03-31 | → |
| 3842 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | BETHESDA | 132804 | $405.7M | 6 | 2026-03-31 | → |
| 3843 | GOODHAVEN CAPITAL MANAGEMENT, LLC | MILLBURN | 156032 | $405.3M | 5 | 2026-03-31 | → |
| 3844 | COVARA CAPITAL, LLC | NEW YORK | 337515 | $405.1M | 7 | 2026-05-31 | → |
| 3845 | FOCUSGROWTH ASSET MANAGEMENT, LP | NEW YORK | 309245 | $405.1M | 10 | 2026-04-30 | → |
| 3846 | LOTUS TECHNOLOGY MANAGEMENT, LP | ORLANDO | 335468 | $405.0M | 30 | 2026-03-31 | → |
| 3847 | QP WEALTH MANAGEMENT, LLC | BOCA RATON | 301071 | $405.0M | 7 | 2026-05-31 | → |
| 3848 | CORE WEALTH MANAGEMENT, INC. | JUPITER | 162870 | $404.7M | 4 | 2026-03-31 | → |
| 3849 | LONG ANGLE MANAGEMENT, LLC | DOVER | 330169 | $404.7M | 10 | 2026-03-31 | → |
| 3850 | KANEN WEALTH MANAGEMENT LLC | COCONUT CREEK | 282746 | $404.6M | 5 | 2026-05-31 | → |
| 3851 | CRE VENTURE CAPITAL, INC. | MAHWAH | 317875 | $404.6M | 7 | 2026-03-31 | → |
| 3852 | NAPLES ASSET MANAGEMENT CO., LLC | MOORESVILLE | 133978 | $404.3M | 11 | 2026-06-30 | → |
| 3853 | HFM INVESTMENT ADVISORS, LLC | GLASSBORO | 289103 | $404.1M | 5 | 2026-03-31 | → |
| 3854 | CHARTER OAK ADVISORS LP | NEW YORK | 328387 | $403.9M | 6 | 2026-03-31 | → |
| 3855 | ALEXANDER RANDOLPH ADVISORY INC | MCLEAN | 106024 | $403.9M | 5 | 2026-03-31 | → |
| 3856 | A.G. CAMPBELL ADVISORY, LLC | BALTIMORE | 162150 | $403.9M | 5 | 2026-03-31 | → |
| 3857 | TILIA FIDUCIARY PARTNERS, INC. | WILMINGTON | 157852 | $403.7M | 8 | 2026-05-31 | → |
| 3858 | MRM-HORIZON ADVISORS, LLC | BOSTON | 130585 | $403.5M | 6 | 2026-03-31 | → |
| 3859 | SFM, LLC | MANCHESTER | 116564 | $403.2M | 6 | 2026-03-31 | → |
| 3860 | CARNEGIE LAKE ADVISORS LLC | PRINCETON | 330024 | $403.0M | 7 | 2026-03-31 | → |
| 3861 | HENRY JAMES INTERNATIONAL MANAGEMENT, INC. | NEW YORK | 169293 | $402.4M | 5 | 2026-03-31 | → |
| 3862 | BCI SECURITIES, INC. | MIAMI | 168047 | $402.2M | 74 | 2026-03-31 | → |
| 3863 | PROATHLETE WEALTH MANAGEMENT LLC | BOCA RATON | 317372 | $402.2M | 5 | 2026-05-31 | → |
| 3864 | RATAN CAPITAL MANAGEMENT, LP | MIAMI | 160440 | $401.9M | 2 | 2026-03-31 | → |
| 3865 | H. L. ORMOND & COMPANY, LLC | GREENVILLE | 313593 | $401.4M | 7 | 2026-05-31 | → |
| 3866 | TAR RIVER WEALTH PLANNING, LLC | LOUISBURG | 328530 | $401.2M | 9 | 2026-02-28 | → |
| 3867 | PALM PEAK CAPITAL, LLC | BOCA RATON | 334986 | $400.8M | 9 | 2026-06-30 | → |
| 3868 | VALUEQUEST ADVISERS, LLC | NEW YORK | 337781 | $400.8M | 4 | 2026-03-31 | → |
| 3869 | CORNERSTONE FINANCIAL PLANNING, LLC | PORTSMOUTH | 129656 | $400.7M | 6 | 2026-03-31 | → |
| 3870 | SOUNDCORE CAPITAL PARTNERS, LP | NEW YORK | 331288 | $400.4M | 15 | 2026-05-31 | → |
| 3871 | BURNS MATTESON CAPITAL MANAGEMENT, LLC | CORNING | 118315 | $400.4M | 6 | 2026-04-30 | → |
| 3872 | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC | DAYTONA BEACH | 139806 | $400.1M | 9 | 2026-03-31 | → |
| 3873 | NUMERIXS INVESTMENT TECHNOLOGIES INC | WILMINGTON | 172022 | $400.0M | 5 | 2026-06-30 | → |
| 3874 | MCP ADVISERS, LLC | ATLANTA | 328391 | $400.0M | 3 | 2025-04-30 | → |
| 3875 | GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. | FAIRFAX | 339382 | $400.0M | 1 | 2026-03-31 | → |
| 3876 | WATERFORD ADVISORS, LLC | ORCHARD PARK | 119442 | $399.1M | 10 | 2026-03-31 | → |
| 3877 | TACTICAL INFRASTRUCTURE PARTNERS, LP | NEW YORK | 318315 | $398.3M | 6 | 2026-03-31 | → |
| 3878 | DIADEMA PARTNERS LP | MORRISTOWN | 331527 | $397.9M | 6 | 2026-03-31 | → |
| 3879 | RALEIGH CAPITAL MANAGEMENT INC. | CARY | 149538 | $397.8M | 20 | 2026-06-30 | → |
| 3880 | PERENNIAL ADVISORS GROUP, LLC | WESTFORD | 128600 | $397.4M | 4 | 2026-03-31 | → |
| 3881 | BAYARD ASSET MANAGEMENT LLC | PRINCETON | 177515 | $397.3M | 4 | 2026-03-31 | → |
| 3882 | SAGEBROADVIEW WEALTH MANAGEMENT, LLC | FARMINGTON | 126472 | $397.2M | 8 | 2026-06-30 | → |
| 3883 | FORT, L.P. | CHEVY CHASE | 168613 | $397.2M | 10 | 2025-03-31 | → |
| 3884 | LDR CAPITAL MANAGEMENT, LLC | NEW YORK | 162329 | $397.2M | 7 | 2026-03-31 | → |
| 3885 | BEACON FINANCIAL PLANNING, INC | HYANNIS | 175372 | $397.1M | 9 | 2026-03-31 | → |
| 3886 | SUTTON PLACE INVESTORS LLC | ARMONK | 298989 | $397.0M | 4 | 2026-04-30 | → |
| 3887 | GOODWIN INVESTMENT ADVISORY, LLC | WOODSTOCK | 131193 | $397.0M | 13 | 2026-03-31 | → |
| 3888 | ANABRANCH CAPITAL MANAGEMENT, LP | STAMFORD | 309151 | $397.0M | 4 | 2026-03-31 | → |
| 3889 | WESTPORT ASSET MANAGEMENT INC | SOUTHPORT | 105795 | $396.8M | 4 | 2025-03-31 | → |
| 3890 | SARA-BAY FINANCIAL CORP. | SARASOTA | 133443 | $396.8M | 5 | 2026-04-30 | → |
| 3891 | KIRTLAND FINANCIAL MANAGEMENT, INC. | CORAL GABLES | 131138 | $396.1M | 3 | 2026-03-31 | → |
| 3892 | THE VISUALIZE GROUP LP | NEW YORK | 327531 | $396.1M | 10 | 2026-05-31 | → |
| 3893 | DIASTOLE WEALTH MANAGEMENT, INC. | GUILFORD | 111604 | $396.0M | 13 | 2026-05-31 | → |
| 3894 | POINCIANA ADVISORS GROUP, LLC | PALM BEACH GARDENS | 137423 | $396.0M | 2 | 2026-03-31 | → |
| 3895 | DERBY COPELAND MANAGEMENT GROUP, LLC | NEW YORK | 321102 | $395.8M | 18 | 2026-03-31 | → |
| 3896 | GUNDERSON CAPITAL MANAGEMENT, LLC | MOUNT PLEASANT | 140795 | $395.8M | 4 | 2026-04-30 | → |
| 3897 | GALAPAGOS ADVISORY LLC | MIAMI | 322042 | $395.7M | 8 | 2026-03-31 | → |
| 3898 | KIKER WEALTH MANAGEMENT, LLC | JASPER | 154405 | $395.1M | 9 | 2026-05-31 | → |
| 3899 | SANDLER CAPITAL MANAGEMENT | NEW YORK | 109856 | $395.0M | 17 | 2026-05-31 | → |
| 3900 | REFRAME WEALTH, LLC | FAIRFAX | 313386 | $394.8M | 5 | 2026-04-30 | → |
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