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 | |
|---|---|---|---|---|---|---|---|
| 4601 | SPRAKER WEST WEALTH MANAGEMENT, INC | WINTER PARK | 147075 | $265.3M | 6 | 2026-03-31 | → |
| 4602 | IH2 ADVISORS & COMPANY | WILMINGTON | 325788 | $265.3M | 3 | 2026-04-30 | → |
| 4603 | LIVELLO CAPITAL MANAGEMENT LP | NEW YORK | 305403 | $265.2M | 6 | 2026-03-31 | → |
| 4604 | KIZE CAPITAL LP | NEW YORK | 305608 | $264.9M | 4 | 2026-03-31 | → |
| 4605 | DAYAH CAPITAL LLC | STAMFORD | 327487 | $264.8M | 7 | 2026-06-30 | → |
| 4606 | INNOVA ADVISORS LLC | CORAL GABLES | 318958 | $264.8M | 4 | 2026-05-31 | → |
| 4607 | SENDER COMPANY & PARTNERS, INC. | NEW YORK | 282319 | $264.8M | 18 | 2026-03-31 | → |
| 4608 | BIRCH FINANCIAL GROUP, LLC | KEENE | 332057 | $264.7M | 2 | 2026-05-31 | → |
| 4609 | C.W. O'CONNER WEALTH ADVISORS, INC. | DULUTH | 125646 | $264.6M | 3 | 2026-02-28 | → |
| 4610 | BNB WEALTH MANAGEMENT, LLC | SILVER SPRING | 107702 | $264.6M | 5 | 2026-03-31 | → |
| 4611 | PATRICOF CO. LLC | NEW YORK | 320902 | $264.2M | 11 | 2026-03-31 | → |
| 4612 | HUDSON CANYON CAPITAL MANAGEMENT, LLC | NEW YORK | 286437 | $263.9M | 1 | 2026-03-31 | → |
| 4613 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION | RICHMOND | 107549 | $263.9M | 4 | 2026-03-31 | → |
| 4614 | MILLBANK DARTMOOR PORTSMOUTH LLC | ASHEVILLE | 311046 | $263.2M | 3 | 2026-03-31 | → |
| 4615 | CRESTWOOD CAPITAL MANAGEMENT, L.P. | NEW YORK | 160807 | $263.0M | 4 | 2026-03-31 | → |
| 4616 | JC CAPITAL ADVISORS GROUP LLC | STAMFORD | 339298 | $263.0M | 2 | 2026-06-30 | → |
| 4617 | COASTAL INVESTMENT COMPANY, LLC | WINTER PARK | 322164 | $262.9M | 9 | 2026-04-30 | → |
| 4618 | NERDWALLET WEALTH PARTNERS, LLC | NEW YORK | 337328 | $262.8M | 23 | 2026-06-30 | → |
| 4619 | SEMUS WEALTH PARTNERS, LLC | BOCA RATON | 305758 | $262.7M | 3 | 2026-03-31 | → |
| 4620 | EMPERY ASSET MANAGEMENT, LP | NEW YORK CITY | 148180 | $262.5M | 6 | 2026-03-31 | → |
| 4621 | WATERSTONE FINANCIAL ADVISORY LLC | FORT MYERS | 325012 | $262.5M | 5 | 2026-02-28 | → |
| 4622 | HORIZON FINANCIAL SERVICES, LLC | WINSTON SALEM | 158798 | $262.4M | 8 | 2026-03-31 | → |
| 4623 | CHARLESTON FINANCIAL ADVISORS, LLC | CHARLESTON | 137536 | $262.4M | 5 | 2026-03-31 | → |
| 4624 | 5C INVESTMENT PARTNERS ADVISOR LLC | NEW YORK | 330565 | $262.2M | 29 | 2026-03-31 | → |
| 4625 | SPRUCE POINT CAPITAL MANAGEMENT, LLC | RIVERHEAD | 288248 | $262.2M | 3 | 2026-03-31 | → |
| 4626 | TIMECAPITAL INVESTOR ADVISORY SERVICES INC | PORT JEFFERSON STATION | 105672 | $262.0M | 2 | 2026-06-30 | → |
| 4627 | AG DILLON ASSET MANAGEMENT LP | NEW YORK | 328384 | $262.0M | 1 | 2026-06-30 | → |
| 4628 | ROOM40 CAPITAL LLC | NEW YORK | 322436 | $261.7M | 11 | 2026-05-31 | → |
| 4629 | UTOPIA WEALTH MANAGEMENT, LLC | COCONUT CREEK | 300266 | $261.4M | 3 | 2026-01-31 | → |
| 4630 | TRITON FINANCIAL GROUP, INC. | MARLBOROUGH | 153048 | $261.3M | 4 | 2025-02-28 | → |
| 4631 | ELCO MANAGEMENT COMPANY, LLC | NEW YORK | 137036 | $261.2M | 7 | 2026-05-31 | → |
| 4632 | FINANCIAL DESIGNS WEALTH MANAGEMENT LLC | MIAMI | 314520 | $261.2M | 6 | 2026-06-30 | → |
| 4633 | KEHRS RIDGE CAPITAL, LLC | HOLMDEL | 304234 | $261.0M | 3 | 2024-12-31 | → |
| 4634 | TRUSTWELL FINANCIAL ADVISORS, LLC | JACKSONVILLE | 108426 | $260.8M | 7 | 2026-03-31 | → |
| 4635 | GLR PARTNERS, LLC | COLUMBIA | 334902 | $260.7M | 5 | 2026-06-30 | → |
| 4636 | DCM ADVISORS, LLC | NEW YORK | 126248 | $260.5M | 11 | 2026-03-31 | → |
| 4637 | BRENDEL FINANCIAL ADVISORS LLC | HANOVER | 288927 | $260.2M | 4 | 2026-04-30 | → |
| 4638 | ID FUNDS ADVISOR LLC | BOCA RATON | 305035 | $260.1M | 12 | 2025-10-31 | → |
| 4639 | CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC | CLIFTON PARK | 125689 | $260.0M | 1 | 2026-03-31 | → |
| 4640 | NAPATREE CAPITAL LLC | WESTERLY | 292776 | $260.0M | 4 | 2025-03-31 | → |
| 4641 | ERA GLOBAL TECHNOLOGIES LLC | NEW YORK | 339601 | $259.9M | 5 | 2026-04-30 | → |
| 4642 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | SOUTH MIAMI | 331683 | $259.8M | 7 | 2026-03-31 | → |
| 4643 | CHURCHILL NCPE ADVISOR LLC | NEW YORK | 338431 | $259.5M | 206 | 2026-04-30 | → |
| 4644 | COHEN INVESTMENT ADVISORS, LLC | BEDFORD | 168595 | $259.3M | 7 | 2026-06-30 | → |
| 4645 | DAVIS CAPITAL MANAGEMENT LLC | JACKSONVILLE | 149014 | $259.0M | 5 | 2026-03-31 | → |
| 4646 | INCLINE GLOBAL MANAGEMENT, LLC | NEW YORK | 162607 | $259.0M | 6 | 2026-03-31 | → |
| 4647 | REVEL WEALTH MANAGEMENT, LLC | TEANECK | 340306 | $258.9M | 2 | 2026-06-30 | → |
| 4648 | COBBLESTONE ASSET MANAGEMENT LLC | RICHMOND | 326545 | $258.9M | 4 | 2026-05-31 | → |
| 4649 | CORINTHIAN CAPITAL GROUP, LLC | NEW YORK | 160346 | $258.8M | 7 | 2026-03-31 | → |
| 4650 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | SAVANNAH | 126942 | $258.7M | 5 | 2026-01-31 | → |
| 4651 | AFT, FORSYTH AND COMPANY, INC. | JUPITER | 137404 | $258.6M | 2 | 2026-05-31 | → |
| 4652 | GEOSPHERE CAPITAL MANAGEMENT, LLC | MIAMI BEACH | 160088 | $258.4M | 6 | 2026-03-31 | → |
| 4653 | BUSH INVESTMENT GROUP, LLC | VALDOSTA | 304262 | $258.4M | 12 | 2026-02-28 | → |
| 4654 | MCDONOUGH CAPITAL MANAGEMENT, INC. | ORLANDO | 143767 | $258.2M | 3 | 2026-06-30 | → |
| 4655 | HORIZONS WEALTH MANAGEMENT, INC. | ASHEVILLE | 127457 | $258.2M | 4 | 2026-01-31 | → |
| 4656 | SCHAEFFER FINANCIAL LLC | ROCKVILLE | 133697 | $257.7M | 7 | 2026-03-31 | → |
| 4657 | MA ASSET MANAGEMENT, LLC | IRVINGTON | 283673 | $257.7M | 15 | 2026-05-31 | → |
| 4658 | KURAMO CAPITAL MANAGEMENT, LLC | NEW YORK | 160614 | $257.7M | 19 | 2026-03-31 | → |
| 4659 | GENROCK CAPITAL MANAGEMENT, LP | PALM BEACH | 290265 | $257.6M | 4 | 2026-03-31 | → |
| 4660 | CENTER FOR ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 147981 | $257.1M | 6 | 2026-03-31 | → |
| 4661 | INDEPENDENT ACCESS PARTNERS, LLC | HUNT VALLEY | 305842 | $256.9M | 5 | 2026-03-31 | → |
| 4662 | RD LEWIS HOLDINGS, INC. | MAITLAND | 156073 | $256.8M | 8 | 2026-06-30 | → |
| 4663 | IFS ADVISORS, INC | SARASOTA | 153975 | $256.7M | 3 | 2025-02-28 | → |
| 4664 | AVICENE INVESTMENT MANAGEMENT LP | NEW YORK | 339617 | $256.5M | 5 | 2026-03-31 | → |
| 4665 | ZEPHYR MANAGEMENT, L.P. | NEW YORK | 129683 | $256.3M | 22 | 2026-03-31 | → |
| 4666 | ARGO WEALTH ADVISORY, LLC | MCLEAN | 334041 | $256.2M | 2 | 2025-12-31 | → |
| 4667 | RICHARDSON FINANCIAL SERVICES INC. | MEDWAY | 130715 | $256.1M | 6 | 2026-04-30 | → |
| 4668 | ALPHA ADVISORS, LLC | RICHMOND | 118107 | $256.1M | 4 | 2026-02-28 | → |
| 4669 | DONALD SMITH, L.P. | NEW YORK | 285701 | $256.0M | 11 | 2026-03-31 | → |
| 4670 | PLOTKIN FINANCIAL ADVISORS, LLC | CHEVY CHASE | 127635 | $255.9M | 4 | 2026-03-31 | → |
| 4671 | MUIRFIELD WEALTH ADVISORS LLC | CHARLOTTE | 316071 | $255.8M | 3 | 2026-01-31 | → |
| 4672 | KRUSEN CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 150754 | $255.7M | 2 | 2026-03-31 | → |
| 4673 | DELAWARE AVENUE WEALTH PLANNERS, LLC | WILMINGTON | 306818 | $255.6M | 4 | 2026-06-30 | → |
| 4674 | WELA STRATEGIES, INC. | ATLANTA | 147762 | $255.5M | 22 | 2025-03-31 | → |
| 4675 | SUMMIT INVESTMENT ADVISORS, INC. | HUNT VALLEY | 281050 | $255.0M | 8 | 2025-05-31 | → |
| 4676 | MODERN CAPITAL ADVISORS, LLC | RALEIGH | 131117 | $254.8M | 19 | 2026-04-30 | → |
| 4677 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | ORLANDO | 289142 | $254.4M | 29 | 2026-03-31 | → |
| 4678 | FAMILY FIDUCIARY SERVICES, INC. | BEVERLY | 146339 | $254.2M | 5 | 2026-03-31 | → |
| 4679 | RIVERWEST INVESTMENT MANAGEMENT, LLC | NEW YORK | 339697 | $254.1M | 3 | 2026-05-31 | → |
| 4680 | VENOR CAPITAL MANAGEMENT LP | NEW YORK | 158327 | $254.0M | 4 | 2026-03-31 | → |
| 4681 | WESTCO ADVISORY SERVICES, INC. | LYNBROOK | 120755 | $254.0M | 6 | 2026-02-28 | → |
| 4682 | CANTY FINANCIAL MANAGEMENT, INC. | BALLSTON SPA | 118945 | $254.0M | 5 | 2026-01-31 | → |
| 4683 | CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC | MILFORD | 305013 | $253.9M | 5 | 2026-05-31 | → |
| 4684 | INDIANO CAPITAL MANAGEMENT INC. | ROCHESTER | 122620 | $253.8M | 2 | 2026-03-31 | → |
| 4685 | MENDON CAPITAL ADVISORS CORP | KEY LARGO | 113058 | $253.8M | 4 | 2026-03-31 | → |
| 4686 | DECATUR CAPITAL MANAGEMENT, INC. | DECATUR | 120679 | $253.7M | 6 | 2026-03-31 | → |
| 4687 | HERONETTA MANAGEMENT, L.P. | NEW YORK | 157307 | $253.6M | 5 | 2026-03-31 | → |
| 4688 | WASHBURN CAPITAL MANAGEMENT INC. | VERO BEACH | 125708 | $253.6M | 3 | 2026-02-28 | → |
| 4689 | CLEAR POINT ADVISORS, INC. | MELVILLE | 111775 | $253.4M | 4 | 2026-03-31 | → |
| 4690 | IMPACT CAPITAL, LLC | ROCKVILLE | 297413 | $253.4M | 4 | 2026-03-31 | → |
| 4691 | ABF INVESTMENT MANAGEMENT, LLC | MIAMI | 333541 | $253.2M | 10 | 2026-03-31 | → |
| 4692 | ROBBINS FARLEY LLC | BEDFORD | 286581 | $252.9M | 5 | 2026-03-31 | → |
| 4693 | CORRADO ADVISORS, LLC | RAMSEY | 111721 | $252.8M | 9 | 2026-03-31 | → |
| 4694 | AURORA INVESTMENT COUNSEL | ATLANTA | 107460 | $252.7M | 3 | 2026-03-31 | → |
| 4695 | MURPHY WEALTH MANAGEMENT GROUP, INC. | FISHKILL | 277161 | $251.9M | 6 | 2026-01-31 | → |
| 4696 | COINSHARES ASSET MANAGEMENT (US) LLC | NEW YORK | 314541 | $251.9M | 8 | 2026-06-30 | → |
| 4697 | REUTEMANN FINANCIAL SOLUTIONS, INC. | ROCKVILLE | 153247 | $251.6M | 10 | 2026-04-30 | → |
| 4698 | BRIDGES CAPITAL LLC | FORT LAUDERDALE | 297718 | $251.6M | 1 | 2026-01-31 | → |
| 4699 | ARETEX CAPITAL MANAGEMENT, LP | NEW YORK | 296753 | $251.6M | 3 | 2026-03-31 | → |
| 4700 | TALISMAN WEALTH ADVISORS, LLC | MOUNTAINSIDE | 313283 | $251.3M | 4 | 2026-03-31 | → |
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