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 | |
|---|---|---|---|---|---|---|---|
| 4501 | COVINGTONALSINA, LLC | JACKSONVILLE | 326810 | $282.9M | 5 | 2026-04-30 | → |
| 4502 | WEST HORIZON CAPITAL, LLC | PRINCETON | 337734 | $282.8M | 4 | 2026-02-28 | → |
| 4503 | FCIG WEALTH MANAGEMENT, LLC | PLAINFIELD | 329906 | $282.5M | 4 | 2026-06-30 | → |
| 4504 | BEATRICE ADVISORS LP | NEW YORK | 332668 | $282.3M | 11 | 2026-06-30 | → |
| 4505 | CARUSO MCLEAN & CO., INC. | UTICA | 126084 | $281.8M | 5 | 2026-03-31 | → |
| 4506 | BANYAN CAPITAL MANAGEMENT, INC. | ATLANTA | 108123 | $281.7M | 3 | 2026-02-28 | → |
| 4507 | COPPERLEAF CAPITAL, LLC | CLOVER | 117823 | $281.6M | 7 | 2026-06-30 | → |
| 4508 | PALM VALLEY CAPITAL MANAGEMENT LLC | JACKSONVILLE BEACH | 299896 | $281.6M | 2 | 2026-01-31 | → |
| 4509 | CREEGAN & NASSOURA FINANCIAL GROUP, LLC | PORTSMOUTH | 116663 | $281.6M | 2 | 2025-11-30 | → |
| 4510 | SUCCESSFUL PORTFOLIOS LLC | CLEARWATER | 152429 | $281.5M | 3 | 2026-03-31 | → |
| 4511 | NEW VINTAGE PARTNERS LLC | NEW YORK | 327559 | $281.5M | 6 | 2026-06-30 | → |
| 4512 | SMITH ASSET MANAGEMENT CO., LLC | CHIEFLAND | 127684 | $281.2M | 7 | 2026-05-31 | → |
| 4513 | RIVERBEND WEALTH MANAGEMENT, LLC | MYRTLE BEACH | 302031 | $281.0M | 8 | 2026-03-31 | → |
| 4514 | RCS FINANCIAL PLANNING, LLC | ANNAPOLIS | 291678 | $281.0M | 2 | 2026-03-31 | → |
| 4515 | WMS ADVISORS, LLC | CHARLOTTE | 122224 | $280.9M | 7 | 2026-02-28 | → |
| 4516 | SEVEN HILLS FINANCIAL, LLC | TALLAHASSEE | 143190 | $280.9M | 5 | 2026-03-31 | → |
| 4517 | PLUSTICK MANAGEMENT LLC | CHARLOTTESVILLE | 173707 | $280.8M | 4 | 2026-03-31 | → |
| 4518 | HARLAN CAPITAL PARTNERS LLC | PALM BEACH | 163718 | $280.8M | 9 | 2026-03-31 | → |
| 4519 | WORTH FINANCIAL ADVISORY GROUP, LLC | CHARLOTTE | 156564 | $280.7M | 15 | 2026-03-31 | → |
| 4520 | ROCKINGSTONE ADVISORS LLC | GREAT BARRINGTON | 149592 | $280.1M | 3 | 2026-03-31 | → |
| 4521 | ISOMER PARTNERS LP | NEW YORK | 289530 | $279.7M | 5 | 2024-12-31 | → |
| 4522 | TANDEM CAPITAL MANAGEMENT CORP | WOODCLIFF LAKE | 107856 | $279.7M | 5 | 2026-03-31 | → |
| 4523 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | NEW YORK | 115559 | $279.4M | 1 | 2026-01-31 | → |
| 4524 | WELLS FINANCIAL ADVISORS, INC. | FRAMINGHAM | 125209 | $279.3M | 5 | 2026-03-31 | → |
| 4525 | KINTAYL CAPITAL LP | NEW YORK | 331471 | $279.1M | 4 | 2026-03-31 | → |
| 4526 | STILWELL VALUE LLC | NEW YORK | 160697 | $278.7M | 11 | 2026-03-31 | → |
| 4527 | HOLISTIC WEALTH ADVISORS | CLIFTON PARK | 332918 | $278.7M | 10 | 2026-03-31 | → |
| 4528 | EDENBROOK CAPITAL, LLC | MOUNT KISCO | 283465 | $278.3M | 4 | 2026-03-31 | → |
| 4529 | BEACON WEALTH CONSULTANTS, INC. | ROANOKE | 154939 | $278.3M | 19 | 2026-06-30 | → |
| 4530 | IRONWOOD INVESTMENT MANAGEMENT, LLC | BOSTON | 108467 | $278.2M | 8 | 2026-03-31 | → |
| 4531 | FUTURE POSITIVE MANAGEMENT, L.L.C. | NEW YORK | 309644 | $278.0M | 4 | 2026-03-31 | → |
| 4532 | FIRST FINANCIAL ADVISORY SERVICES INC | WESTERLY | 105031 | $278.0M | 7 | 2026-04-30 | → |
| 4533 | MIDTOWN INVESTMENT ADVISORS LLC | MIAMI | 316137 | $278.0M | 4 | 2026-03-31 | → |
| 4534 | ACCORDANT ADVISORY GROUP, INC. | ANNAPOLIS | 117474 | $278.0M | 3 | 2026-06-30 | → |
| 4535 | CLAREN ROAD PRIVATE CREDIT SOLUTIONS LLC | NEW YORK | 336373 | $277.9M | 6 | 2026-03-31 | → |
| 4536 | FIRMAMENT CAP ADVISORS, LLC | NEW YORK | 324201 | $277.8M | 26 | 2025-03-31 | → |
| 4537 | HERITAGE HOLDING MANAGEMENT, LP | BOSTON | 331677 | $277.7M | 17 | 2026-03-31 | → |
| 4538 | HARBOR ISLAND CAPITAL LLC | TOPSFIELD | 107457 | $277.6M | 2 | 2026-06-30 | → |
| 4539 | LPF ADVISORS, LLC | SARASOTA | 298068 | $277.5M | 5 | 2025-04-30 | → |
| 4540 | DELTA CAPITAL MANAGEMENT, LLC | MAITLAND | 128350 | $277.4M | 9 | 2026-03-31 | → |
| 4541 | MILESTONE INVESTMENTS, INC. | CHARLOTTE | 47090 | $277.3M | 2 | 2026-02-28 | → |
| 4542 | BUCKMAN ADVISORY GROUP LLC | LITTLE SILVER | 131688 | $277.3M | 15 | 2026-04-30 | → |
| 4543 | WILMINGTON CAPITAL SECURITIES, LLC | GARDEN CITY | 133839 | $277.1M | 6 | 2026-03-31 | → |
| 4544 | GLOBAL INVESTMENT ADVISER LC | NORTH PALM BEACH | 105862 | $276.4M | 2 | 2025-05-31 | → |
| 4545 | WESTBOURNE INVESTMENTS, INC. | ALEXANDRIA | 37499 | $276.4M | 7 | 2026-03-31 | → |
| 4546 | HAZELVIEW SECURITIES (US) LLC | NEW YORK | 174811 | $276.3M | 15 | 2026-03-31 | → |
| 4547 | J.H. LANE PARTNERS, LP | NEW YORK | 282383 | $276.0M | 7 | 2026-03-31 | → |
| 4548 | AFC MANAGEMENT, LLC | WEST PALM BEACH | 311281 | $275.8M | 32 | 2026-03-31 | → |
| 4549 | NORTHSTAR FINANCIAL PLANNING, LLC | WINDHAM | 117205 | $275.8M | 6 | 2026-02-28 | → |
| 4550 | HART & PATTERSON FINANCIAL GROUP, LLC | AMHERST | 310639 | $275.6M | 4 | 2025-03-31 | → |
| 4551 | RISK SETTLEMENTS MANAGER, LLC | NEWARK | 321759 | $275.6M | 20 | 2026-06-30 | → |
| 4552 | KUBHERA ENTERPRISES LLC | PRINCETON | 151619 | $275.5M | 5 | 2026-03-31 | → |
| 4553 | CLARENDON CAPITAL, LLC | TYSONS | 298698 | $275.4M | 11 | 2026-03-31 | → |
| 4554 | CHARTER RESEARCH & INVESTMENT GROUP INC | SOUTHPORT | 106452 | $275.1M | 3 | 2026-03-31 | → |
| 4555 | LUMOS CAPITAL GROUP LLC | NEW YORK | 306528 | $274.5M | 7 | 2026-03-31 | → |
| 4556 | OUELLETTE WEALTH ADVISORY LLC | LEXINGTON | 289242 | $274.4M | 7 | 2026-06-30 | → |
| 4557 | CAPASSO PLANNING PARTNERS LLC | CHARLESTON | 294673 | $274.2M | 5 | 2026-04-30 | → |
| 4558 | CHRONOS WEALTH MANAGEMENT, L.L.C. | CLEARWATER | 299782 | $274.0M | 3 | 2026-02-28 | → |
| 4559 | PRIVATE WEALTH GROUP, LLC | TAMPA | 128560 | $274.0M | 2 | 2026-04-30 | → |
| 4560 | JP WEALTH MANAGEMENT, INC. | MT. PLEASANT | 129475 | $274.0M | 2 | 2026-03-31 | → |
| 4561 | JAMES RIVER ASSET MANAGEMENT, LLC | MIDLOTHIAN | 117917 | $273.8M | 9 | 2026-03-31 | → |
| 4562 | RECKONER CAPITAL MANAGEMENT LLC | NEW YORK | 333863 | $273.4M | 26 | 2026-03-31 | → |
| 4563 | BLUESTONE WEALTH MANAGEMENT LLC | KEENE | 137959 | $272.9M | 2 | 2026-01-31 | → |
| 4564 | CONSCIOUS WEALTH INVESTMENTS, LLC | ATLANTA | 319143 | $272.8M | 7 | 2026-06-30 | → |
| 4565 | SOUTH SHORE CAPITAL ADVISORS, LLC | BOSTON | 142915 | $272.8M | 3 | 2026-03-31 | → |
| 4566 | NESTEGG ADVISORS, INC. | HAUPPAUGE | 125878 | $272.7M | 5 | 2026-06-30 | → |
| 4567 | SOUND MARK PARTNERS, LLC | GREENWICH | 169037 | $272.0M | 6 | 2026-03-31 | → |
| 4568 | BULL STREET ADVISORS, LLC | SAVANNAH | 304058 | $271.9M | 1 | 2026-03-31 | → |
| 4569 | TAILORED WEALTH SOLUTIONS, LLC | SARATOGA SPRINGS | 340266 | $271.8M | 7 | 2026-06-30 | → |
| 4570 | ACCRUED EQUITIES INC. | MELVILLE | 13452 | $271.8M | 4 | 2026-03-31 | → |
| 4571 | FAIRLEAD ASSET MANAGEMENT LLC | GREENWICH | 297384 | $271.6M | 4 | 2026-06-30 | → |
| 4572 | WILMINGTON TRUST ASSET MANAGEMENT, LLC | WILMINGTON | 325489 | $271.4M | 40 | 2026-06-30 | → |
| 4573 | BAYPOINTE PARTNERS, LLC | STAMFORD | 331273 | $270.5M | 4 | 2026-03-31 | → |
| 4574 | FINANCIAL FUTURES LIMITED LIABILITY COMPANY | BRIELLE | 128900 | $270.5M | 5 | 2026-03-31 | → |
| 4575 | RAFFLES CAPITAL MANAGEMENT, LLC | NEW YORK | 161565 | $270.2M | 2 | 2026-03-31 | → |
| 4576 | THE JENKINS FINANCIAL GROUP, INC. | ALBANY | 125941 | $270.1M | 5 | 2026-03-31 | → |
| 4577 | ALPHA ZERO LLC | BOCA RATON | 319050 | $269.8M | 17 | 2026-05-31 | → |
| 4578 | ATLAS FIDUCIARY SERVICES, INC. | CONCORD | 321271 | $269.3M | 6 | 2026-02-28 | → |
| 4579 | BARR FINANCIAL SERVICES, LLC | WINTER PARK | 125444 | $269.2M | 2 | 2026-05-31 | → |
| 4580 | CAPITOL FINANCIAL CONSULTANTS, INC. | MCLEAN | 109800 | $269.2M | 4 | 2026-03-31 | → |
| 4581 | AJOVISTA, LLC | BOSTON | 314924 | $269.0M | 13 | 2026-03-31 | → |
| 4582 | LEDGERPRIME, LLC | MIAMI | 313715 | $269.0M | 9 | 2024-12-31 | → |
| 4583 | DUNN CAPITAL MANAGEMENT, LLC | STUART | 328632 | $269.0M | 27 | 2026-03-31 | → |
| 4584 | DIVERSIFIED RESOURCES, LLC | WARWICK | 31346 | $268.8M | 6 | 2026-03-31 | → |
| 4585 | BYRNE ASSET MANAGEMENT, LLC | KINGSTON | 125221 | $268.7M | 5 | 2026-03-31 | → |
| 4586 | AWANI CAPITAL MANAGEMENT LP | FULTON | 335179 | $268.7M | 8 | 2026-03-31 | → |
| 4587 | ASTRA WEALTH PARTNERS LLC | JERSEY CITY | 321136 | $268.4M | 3 | 2026-03-31 | → |
| 4588 | SAGE INVESTMENT ADVISERS LLC | WAPPINGERS FALLS | 304559 | $268.4M | 5 | 2026-03-31 | → |
| 4589 | RELIANT INVESTMENT PARTNERS, LLC | PINEHURST | 297369 | $268.3M | 6 | 2026-03-31 | → |
| 4590 | SOVIERO ASSET MANAGEMENT, LP | NEW YORK | 298418 | $267.7M | 6 | 2026-03-31 | → |
| 4591 | VARIANT PRIVATE WEALTH LLC | TYSONS | 288011 | $267.5M | 4 | 2026-05-31 | → |
| 4592 | RIVERPLACE CAPITAL MANAGEMENT INC | JACKSONVILLE | 109079 | $267.4M | 6 | 2026-04-30 | → |
| 4593 | CAPITAL MARKET STRATEGIES LLC | PALM BEACH GARDENS | 286579 | $267.0M | 5 | 2025-03-31 | → |
| 4594 | WIN ADVISORS, INC | PALM BEACH GARDENS | 300351 | $266.8M | 4 | 2026-03-31 | → |
| 4595 | WOODSIDE WEALTH MANAGEMENT LLC | FRAMINGHAM | 175118 | $266.6M | 4 | 2026-03-31 | → |
| 4596 | HARBOUR WEALTH MANAGEMENT GROUP, INC. | DANIEL ISLAND | 314496 | $266.2M | 5 | 2026-05-31 | → |
| 4597 | TASSEL CAPITAL MANAGEMENT, INC. | MATTHEWS | 121112 | $266.0M | 5 | 2026-01-31 | → |
| 4598 | RETIREMENT PLANOLOGY, INC. | ALEXANDRIA | 171302 | $265.9M | 3 | 2026-03-31 | → |
| 4599 | RAVEN MUSIC PARTNERS LLC | PALM BEACH GARDENS | 332058 | $265.4M | 23 | 2026-04-30 | → |
| 4600 | THINAGEE INVESTMENTS INC. | CHEVY CHASE | 165054 | $265.4M | 1 | 2026-03-31 | → |
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