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 | |
|---|---|---|---|---|---|---|---|
| 4701 | CASSIA CAPITAL PARTNERS LLC | WINSTON SALEM | 159911 | $251.2M | 5 | 2026-02-28 | → |
| 4702 | MARIACA WEALTH MANAGEMENT, LLC | WELLINGTON | 164001 | $251.1M | 6 | 2026-03-31 | → |
| 4703 | CHECKS & BALANCES, INC. | ATLANTA | 112145 | $251.1M | 1 | 2026-01-31 | → |
| 4704 | LEGACY WEALTH MANAGEMENT INC. | MANASSAS | 173453 | $251.0M | 10 | 2026-03-31 | → |
| 4705 | KARLOV STREET CAPITAL, LLC | BOCA RATON | 288910 | $251.0M | 4 | 2026-03-31 | → |
| 4706 | AC INVESTMENT MANAGEMENT, LLC | NEW YORK | 140443 | $251.0M | 8 | 2026-03-31 | → |
| 4707 | TETON ADVISORS, LLC | GREENWICH | 105963 | $250.9M | 5 | 2026-03-31 | → |
| 4708 | MWA INVESTMENTS, LLC | WHITE STONE | 156685 | $250.4M | 1 | 2026-03-31 | → |
| 4709 | COGENT PRIVATE WEALTH, INC. | ORLANDO | 319092 | $250.3M | 8 | 2026-03-31 | → |
| 4710 | JOURNEY BEYOND WEALTH, LLC | ROSWELL | 290367 | $250.3M | 6 | 2026-02-28 | → |
| 4711 | TRITONPOINT CAPITAL, LLC | CHEVY CHASE | 336417 | $250.2M | 3 | 2026-03-31 | → |
| 4712 | INVESTOLOGY INC. | RESTON | 130408 | $250.0M | 5 | 2026-04-30 | → |
| 4713 | FIRSTRUST LLC | DAYTONA BEACH | 111800 | $250.0M | 6 | 2026-03-31 | → |
| 4714 | OXENFREE CAPITAL LLC | MELBOURNE | 327105 | $249.8M | 8 | 2026-06-30 | → |
| 4715 | E. BATOFF & CO., INC. | TAMPA | 124815 | $249.2M | 1 | 2026-03-31 | → |
| 4716 | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | TOWSON | 104684 | $249.1M | 11 | 2026-03-31 | → |
| 4717 | EMERGENT WEALTH ADVISORS, LLC | WILLIAMSVILLE | 174845 | $249.1M | 3 | 2026-01-31 | → |
| 4718 | CASSEDY FINANCIAL GROUP, INC. | TAMPA | 111446 | $248.4M | 4 | 2026-03-31 | → |
| 4719 | THE CLIFFORD GROUP LLC | WAYLAND | 318897 | $248.3M | 6 | 2026-04-30 | → |
| 4720 | ATWATER WEALTH MANAGEMENT, INC. | BOSTON | 172749 | $248.2M | 3 | 2026-03-31 | → |
| 4721 | MLP3, LLC | LINWOOD | 296314 | $248.1M | 5 | 2026-03-31 | → |
| 4722 | AACP INVESTMENTS, LLC | NEW YORK | 314568 | $248.1M | 12 | 2026-06-30 | → |
| 4723 | FENWAY FINANCIAL ADVISORS, LLC | ARLINGTON | 139775 | $247.7M | 2 | 2026-03-31 | → |
| 4724 | NOVA WEALTH MANAGEMENT, INC. | BONITA SPRINGS | 169450 | $247.5M | 7 | 2026-03-31 | → |
| 4725 | WEALTH INTELLIGENCE, LLC | COLUMBUS | 333253 | $247.5M | 5 | 2026-02-28 | → |
| 4726 | KEYSTONE FINANCIAL GROUP, INC. | ATLANTA | 129301 | $247.4M | 7 | 2026-04-30 | → |
| 4727 | SR ALTERNATIVE CREDIT, LLC | DARIEN | 319478 | $247.4M | 9 | 2026-04-30 | → |
| 4728 | BPP WEALTH SOLUTIONS, LLC | BASKING RIDGE | 166962 | $247.3M | 6 | 2026-03-31 | → |
| 4729 | BLUELINE ADVISORS LLC | EXETER | 164642 | $247.2M | 3 | 2026-03-31 | → |
| 4730 | INTERVEST LTD | CHEVY CHASE | 104614 | $247.0M | 5 | 2026-03-31 | → |
| 4731 | LIBERTY PRIVATE CLIENT, LLC | FORT MYERS | 305130 | $246.9M | 4 | 2025-03-31 | → |
| 4732 | VALUE INVESTMENT PROFESSIONALS, LLC | NEW YORK | 164704 | $246.7M | 4 | 2026-03-31 | → |
| 4733 | JULEX CAPITAL MANAGEMENT, LLC | NATICK | 166053 | $246.7M | 3 | 2026-02-28 | → |
| 4734 | TACONIC ADVISORS INC. | SAUGERTIES | 123961 | $246.3M | 6 | 2026-03-31 | → |
| 4735 | NEW ENGLAND FINANCIAL PLANNING GROUP, LLC | BURLINGTON | 105254 | $246.1M | 6 | 2026-03-31 | → |
| 4736 | MORSE CAPITAL PARTNERS, LLC | RICHMOND | 146383 | $246.1M | 4 | 2025-03-31 | → |
| 4737 | GLOBAL WEALTH MANAGEMENT, LLC | KINGSTON | 153677 | $245.7M | 3 | 2026-02-28 | → |
| 4738 | ALTERNATIVE FUND ADVISORS, LLC | BOSTON | 313109 | $245.6M | 6 | 2026-03-31 | → |
| 4739 | WEALTHWAY FINANCIAL ADVISORS | NORFOLK | 108824 | $245.6M | 5 | 2026-02-28 | → |
| 4740 | BOSTWICK CAPITAL LLC | LOCUST VALLEY | 162386 | $245.4M | 2 | 2026-03-31 | → |
| 4741 | RM FINANCIAL SERVICES, LLC | FALMOUTH | 304297 | $245.4M | 4 | 2026-03-31 | → |
| 4742 | STROBE VENTURES LP | BROOKLYN | 334227 | $245.2M | 4 | 2026-05-31 | → |
| 4743 | CANNON WEALTH MANAGEMENT SERVICES, LLC | WINSTON SALEM | 323302 | $245.2M | 8 | 2026-04-30 | → |
| 4744 | INTEGRAS PARTNERS, LLC | ALPHARETTA | 172979 | $244.8M | 5 | 2026-02-28 | → |
| 4745 | MERRION INVESTMENT MANAGEMENT CO, LLC | CRANFORD | 139143 | $244.8M | 6 | 2026-02-28 | → |
| 4746 | GULFSTREAM CM, LLC | SUMMIT | 165459 | $244.2M | 8 | 2026-03-31 | → |
| 4747 | BANDERA PARTNERS LLC | BROOKLYN | 161230 | $244.1M | 6 | 2026-03-31 | → |
| 4748 | CFO CAPITAL MANAGEMENT, LLC | FAIRFIELD | 110950 | $243.9M | 4 | 2026-03-31 | → |
| 4749 | ABUNDANT WEALTH MANAGEMENT LLC | STAMFORD | 331285 | $243.8M | 4 | 2026-04-30 | → |
| 4750 | EVERGREEN CAPITAL ASSOCIATES LLC | PLAINSBORO | 312909 | $243.6M | 33 | 2026-03-31 | → |
| 4751 | JRE ADVISORS LLC | NEW YORK | 318777 | $243.3M | 9 | 2026-03-31 | → |
| 4752 | EXIT WEALTH ADVISORS, LLC | ALPHARETTA | 332573 | $243.2M | 7 | 2026-03-31 | → |
| 4753 | RINALDI WEALTH MANAGEMENT, INC. | BONITA SPRINGS | 311583 | $243.2M | 3 | 2026-02-28 | → |
| 4754 | MATTHIAS PRIVATE WEALTH, LLC | WINTER PARK | 289761 | $242.8M | 12 | 2026-03-31 | → |
| 4755 | BLUE SPARK CAPITAL ADVISORS LLC | NEW YORK | 159025 | $242.8M | 4 | 2026-03-31 | → |
| 4756 | CHIRON CAPITAL MANAGEMENT, LLC | TALLAHASSEE | 308286 | $242.6M | 6 | 2026-03-31 | → |
| 4757 | LITTLE HARBOR ADVISORS, LLC | MARBLEHEAD | 168700 | $242.6M | 13 | 2026-03-31 | → |
| 4758 | SEMINOLE ADVISORY SERVICES, LLC | BELLAIR BLUFFS | 148975 | $242.5M | 4 | 2026-03-31 | → |
| 4759 | WAYPOINT WEALTH MANAGEMENT, LLC | TIMONIUM | 155574 | $242.5M | 1 | 2026-04-30 | → |
| 4760 | BAIN CAPITAL PUBLIC EQUITY, LP | BOSTON | 145650 | $242.2M | 26 | 2026-03-31 | → |
| 4761 | ANSON CAPITAL, INC. | TYRONE | 131416 | $242.2M | 5 | 2026-02-28 | → |
| 4762 | SANCHEZ & ZURES, LLC | MCLEAN | 139898 | $241.9M | 2 | 2026-03-31 | → |
| 4763 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | NEW YORK | 145370 | $241.9M | 6 | 2026-03-31 | → |
| 4764 | VANTAGE CONSULTING GROUP INC | VIRGINIA BEACH | 105240 | $241.7M | 10 | 2026-03-31 | → |
| 4765 | MORI HUSTON PARTNERS LLC | MIAMI | 151260 | $241.6M | 3 | 2026-05-31 | → |
| 4766 | CAYMUS EQUITY PARTNERS, LLC | ATLANTA | 322999 | $241.6M | 11 | 2026-03-31 | → |
| 4767 | 1620 INVESTMENT ADVISORS, INC. | PLYMOUTH | 119262 | $241.6M | 5 | 2026-06-30 | → |
| 4768 | WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. | TALLAHASSEE | 109576 | $241.5M | 6 | 2026-03-31 | → |
| 4769 | TREASURE COAST FINANCIAL PLANNING, INC. | VERO BEACH | 166684 | $241.5M | 6 | 2026-03-31 | → |
| 4770 | DFN MANAGEMENT LLC. | TAMPA | 285057 | $241.4M | 6 | 2026-03-31 | → |
| 4771 | CONSTITUTION CAPITAL LLC | SHELTON | 310378 | $241.3M | 6 | 2026-02-28 | → |
| 4772 | TENERE CAPITAL, LLC | NEW YORK | 312441 | $241.1M | 5 | 2026-05-31 | → |
| 4773 | GREYBULL PARTNERS LLC | ATLANTA | 128390 | $241.0M | 20 | 2026-06-30 | → |
| 4774 | BASSAM WEALTH MANAGEMENT, LLC | PALM BEACH | 330695 | $241.0M | 3 | 2026-03-31 | → |
| 4775 | CAROLINA FINANCIAL ADVISORS, INC. | GREENSBORO | 118823 | $240.9M | 7 | 2026-05-31 | → |
| 4776 | FORBES FINANCIAL PLANNING, INC. | EAST GREENWICH | 143912 | $240.5M | 3 | 2026-03-31 | → |
| 4777 | R. STEWART EADS INVESTMENT COUNSEL, INC. | ATLANTA | 105524 | $240.5M | 6 | 2026-03-31 | → |
| 4778 | DELTA CAPITAL MANAGEMENT LLC | RED BANK | 106248 | $240.2M | 4 | 2026-03-31 | → |
| 4779 | LUMINA WEALTH MANAGEMENT, LLC | WILMINGTON | 291548 | $240.2M | 4 | 2026-04-30 | → |
| 4780 | CLEARFIELD CAPITAL MANAGEMENT LP | NEW YORK | 174981 | $240.2M | 4 | 2026-03-31 | → |
| 4781 | BUTTONWOOD GROUP ADVISORS LLC | UNIONDALE | 173608 | $240.2M | 4 | 2026-02-28 | → |
| 4782 | TRUE WEALTH ADVISORY GROUP, LLC | MIAMI | 306523 | $240.1M | 4 | 2026-03-31 | → |
| 4783 | LOYOLA ASSET MANAGEMENT LLC | CORAL GABLES | 153255 | $239.9M | 5 | 2026-03-31 | → |
| 4784 | BREWSTER FINANCIAL PLANNING LLC | BROOKLYN | 125291 | $239.7M | 3 | 2026-03-31 | → |
| 4785 | GATEMORE CAPITAL MANAGEMENT LP | NEW YORK | 332864 | $239.5M | 9 | 2026-05-31 | → |
| 4786 | DAVID WEALTH MANAGEMENT, LLC | FAIRFAX | 164232 | $239.3M | 2 | 2025-01-31 | → |
| 4787 | GALLERIA FINANCIAL ADVISORS, LLC | ATLANTA | 133673 | $239.2M | 2 | 2026-02-28 | → |
| 4788 | SAOS CAPITAL, LLC | MOUNT PLEASANT | 159515 | $239.1M | 4 | 2026-05-31 | → |
| 4789 | CASTANEA PARTNERS INC. | NEWTON | 160229 | $239.0M | 6 | 2026-03-31 | → |
| 4790 | FOOTPATH VENTURES LP | NEW YORK | 306142 | $239.0M | 3 | 2026-03-31 | → |
| 4791 | INVESTMENT MANAGEMENT & PLANNING LLC | GREENVILLE | 146041 | $238.8M | 3 | 2026-03-31 | → |
| 4792 | GFS WEALTH MANAGEMENT ADVISORS, INC. | SHELTON | 285679 | $238.6M | 4 | 2026-04-30 | → |
| 4793 | NINTH ETERNITY ASSET MANAGEMENT LLC | CAMBRIDGE | 306985 | $238.6M | 5 | 2026-06-30 | → |
| 4794 | WESTHAMPTON CAPITAL, LLC | WINSTON-SALEM | 119176 | $238.5M | 4 | 2026-01-31 | → |
| 4795 | SMITH BRUER ADVISORS, LLC | TALLAHASSEE | 284508 | $238.5M | 6 | 2026-03-31 | → |
| 4796 | PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP | NEW YORK | 143598 | $238.4M | 7 | 2026-03-31 | → |
| 4797 | GRAPHENE CAPITAL MANAGEMENT LP | NEW YORK | 330557 | $238.1M | 9 | 2026-03-31 | → |
| 4798 | ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | RED BANK | 157714 | $238.1M | 36 | 2026-04-30 | → |
| 4799 | GOLDEN ROAD ADVISORS LLC | TAMPA | 314077 | $237.7M | 4 | 2026-03-31 | → |
| 4800 | QUEST 10 WEALTH BUILDERS, INC. | FUQUAY-VARINA | 154092 | $237.7M | 8 | 2026-06-30 | → |
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