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 | |
|---|---|---|---|---|---|---|---|
| 4901 | OCEANIS FINANCIAL ADVISORS, INC. | MIAMI | 307787 | $225.6M | 2 | 2026-03-31 | → |
| 4902 | THE TENRET COMPANY, LLC | TAMPA | 298570 | $225.4M | 1 | 2026-03-31 | → |
| 4903 | BUCKEYE-PACIFIC LLC | NAPLES | 311553 | $225.4M | 3 | 2026-03-31 | → |
| 4904 | CAIS ADVISORS LLC | NEW YORK | 317466 | $225.3M | 32 | 2026-06-30 | → |
| 4905 | GLOBAL DELTA CAPITAL, LLC | SOMERVILLE | 324485 | $224.9M | 13 | 2026-04-30 | → |
| 4906 | PRATO CAPITAL MANAGEMENT, INC. | WHITE PLAINS | 289917 | $224.6M | 4 | 2026-03-31 | → |
| 4907 | ALLIED PRIVATE WEALTH | BOCA RATON | 328952 | $224.5M | 4 | 2026-03-31 | → |
| 4908 | IADVISE PARTNERS LLC | NEW YORK | 168564 | $224.5M | 3 | 2026-04-30 | → |
| 4909 | ORCA WEALTH MANAGEMENT, LLC | NEW PORT RICHEY | 310053 | $224.4M | 3 | 2026-05-31 | → |
| 4910 | LIONSTONE PARTNERS, LLC | BOSTON | 160214 | $224.4M | 3 | 2026-03-31 | → |
| 4911 | MERITIS WEALTH MANAGEMENT, INC. | POTOMAC | 336539 | $224.4M | 3 | 2026-06-30 | → |
| 4912 | BUCKET LIST WEALTH MANAGEMENT, LLC | THE VILLAGES | 286494 | $224.2M | 2 | 2026-03-31 | → |
| 4913 | ALDER FINANCIAL GROUP INC | ATLANTA | 108837 | $224.1M | 3 | 2026-03-31 | → |
| 4914 | BD INVESTMENT PARTNERS, LLC | RALEIGH | 309347 | $223.7M | 9 | 2026-05-31 | → |
| 4915 | STERLING WEALTH ADVISORS, INC. | PLANTATION | 124121 | $223.5M | 7 | 2026-04-30 | → |
| 4916 | DAVIDSON ADVISORY GROUP, LLC | CHARLOTTE | 333090 | $223.5M | 4 | 2026-02-28 | → |
| 4917 | WINCAP FINANCIAL LLC | BOSTON | 315798 | $223.1M | 7 | 2026-06-30 | → |
| 4918 | DAVINCI FINANCIAL DESIGNS LLC | COLUMBIA | 163362 | $222.8M | 5 | 2026-04-30 | → |
| 4919 | CROSSGEN WEALTH LLC | GREENVILLE | 336270 | $222.8M | 3 | 2026-03-31 | → |
| 4920 | THE NEWCASTLE NETWORK LP | WELLESLEY | 316201 | $222.8M | 12 | 2026-06-30 | → |
| 4921 | MILESTONES PRIVATE INVESTMENT ADVISORS LLC | FAIRPORT | 289116 | $222.6M | 3 | 2026-02-28 | → |
| 4922 | CAPITAL PRESERVATION PARTNERS INC. | BRONXVILLE | 126340 | $222.4M | 3 | 2026-03-31 | → |
| 4923 | KERUSSO CAPITAL MANAGEMENT, LLC | WINSTON-SALEM | 316352 | $222.4M | 3 | 2026-03-31 | → |
| 4924 | COLRAIN CAPITAL LLC | BOSTON | 118098 | $222.2M | 4 | 2026-03-31 | → |
| 4925 | CROSS BORDER WEALTH, LLC | NEW YORK | 288330 | $221.9M | 7 | 2026-04-30 | → |
| 4926 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | NEW LONDON | 117097 | $221.6M | 3 | 2026-01-31 | → |
| 4927 | CAPITAL DEVELOPERS, LLC | GREENVILLE | 292797 | $221.5M | 5 | 2026-03-31 | → |
| 4928 | CARROLL INVESTORS, INC. | MT PLEASANT | 311180 | $221.4M | 3 | 2026-03-31 | → |
| 4929 | RIVERGLADES FAMILY OFFICES, LLC | NAPLES | 171584 | $221.4M | 2 | 2026-03-31 | → |
| 4930 | LYNX ADVISORY PARTNERS LLC | CORAL GABLES | 326594 | $221.4M | 7 | 2026-02-28 | → |
| 4931 | OCTAGON ASSET MANAGEMENT, LLC | CHARLOTTE | 286248 | $221.2M | 4 | 2026-03-31 | → |
| 4932 | PULLEN INVESTMENT MANAGEMENT, LLC | BRADENTON | 310149 | $221.0M | 5 | 2026-02-28 | → |
| 4933 | EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC | BALTIMORE | 145420 | $220.9M | 14 | 2026-03-31 | → |
| 4934 | MUZINICH BDC ADVISER, LLC | NEW YORK | 304834 | $220.9M | 25 | 2026-06-30 | → |
| 4935 | HICKORY LANE CAPITAL MANAGEMENT LP | NEW YORK | 309751 | $220.7M | 6 | 2024-12-31 | → |
| 4936 | JEN MANAGEMENT, LLC | NEW YORK | 163374 | $220.6M | 6 | 2024-12-31 | → |
| 4937 | RANGELEY CAPITAL, LLC | NEW CANAAN | 152725 | $220.5M | 5 | 2026-05-31 | → |
| 4938 | SUNSTONE ASSET MANAGEMENT, LP | NEW YORK | 328895 | $220.2M | 4 | 2026-03-31 | → |
| 4939 | TERRA NOVA ASSET MANAGEMENT LLC | NEW YORK | 111676 | $220.2M | 2 | 2026-05-31 | → |
| 4940 | STABILIS CAPITAL MANAGEMENT, LP | NEW YORK | 161553 | $220.2M | 12 | 2026-03-31 | → |
| 4941 | REICON WEALTH ADVISORS, LLC | ATLANTA | 315043 | $220.1M | 5 | 2026-03-31 | → |
| 4942 | INDEPENDENCE WEALTH ADVISORS INC. | MCLEAN | 142195 | $219.8M | 4 | 2025-03-31 | → |
| 4943 | WEALTHPLANS, LLC | FREDERICK | 311560 | $219.6M | 1 | 2026-03-31 | → |
| 4944 | TOLIS ADVISORS, LP | NEW YORK | 163345 | $219.6M | 5 | 2026-03-31 | → |
| 4945 | SLOCUM GORDON & CO LLP | NEWPORT | 104929 | $219.2M | 5 | 2026-02-28 | → |
| 4946 | MOTIV8 INVESTMENTS LLC | PORT ST LUCIE | 285560 | $219.1M | 21 | 2026-03-31 | → |
| 4947 | FORTERIS WEALTH MANAGEMENT, INC. | ARMONK | 108314 | $219.0M | 3 | 2026-03-31 | → |
| 4948 | ALLY BRIDGE GROUP (NY) LLC | NEW YORK | 291072 | $218.9M | 7 | 2026-03-31 | → |
| 4949 | SAN BLAS ADVISORY, INC. | ATLANTA | 296929 | $218.9M | 13 | 2026-05-31 | → |
| 4950 | VAUGHAN AND COMPANY SECURITIES, INC. | RIDGEWOOD | 18826 | $218.9M | 6 | 2026-05-31 | → |
| 4951 | GRIFFITH & WERNER, INC. | CANTON | 136380 | $218.6M | 4 | 2026-05-31 | → |
| 4952 | STRATEGIC PLANNING GROUP, INC. | WELLESLEY | 124855 | $218.6M | 3 | 2026-03-31 | → |
| 4953 | PARK SQUARE FINANCIAL GROUP, LLC | ROSWELL | 332268 | $218.6M | 5 | 2026-04-30 | → |
| 4954 | RIPPLE EFFECT ASSET MANAGEMENT LP | NEW YORK | 331250 | $218.4M | 8 | 2026-03-31 | → |
| 4955 | GREAT HILL ADVISORY LTD. | PORT WASHINGTON | 283228 | $218.4M | 8 | 2026-06-30 | → |
| 4956 | ALPHA FINANCIAL ADVISORS, LLC | MCLEAN | 116291 | $218.3M | 7 | 2026-02-28 | → |
| 4957 | IRTH CAPITAL MANAGEMENT LP | NEW YORK | 330696 | $218.3M | 8 | 2026-05-31 | → |
| 4958 | INTEGRATED WEALTHCARE, LLC | DURHAM | 312929 | $218.2M | 11 | 2026-03-31 | → |
| 4959 | ROCKBRIDGE ASSET MANAGEMENT, LLC | ALEXANDRIA | 329880 | $218.0M | 4 | 2026-05-31 | → |
| 4960 | IRONCLAD INVESTMENTS LLC | MAITLAND | 154872 | $217.9M | 2 | 2026-03-31 | → |
| 4961 | OPPVEST, LLC | NEW YORK | 296317 | $217.8M | 5 | 2026-03-31 | → |
| 4962 | MARA RIVER CAPITAL MANAGEMENT, LP | CORAL GABLES | 304145 | $217.7M | 3 | 2026-06-30 | → |
| 4963 | WEALTHTRUST ASSET MANAGEMENT, LLC | DESTIN | 174901 | $217.4M | 7 | 2026-03-31 | → |
| 4964 | NEW HORIZON FINANCIAL STRATEGIES, LLC | ITHACA | 125729 | $217.2M | 7 | 2026-03-31 | → |
| 4965 | POLARIS INVESTMENT ADVISORS, LLC | FRAMINGHAM | 324093 | $217.1M | 4 | 2026-01-31 | → |
| 4966 | TUCKER'S FARM MANAGEMENT COMPANY I, L.P. | FRAMINGHAM | 333720 | $217.0M | 12 | 2026-05-31 | → |
| 4967 | CUTTER FINANCIAL GROUP LLC | FALMOUTH | 290016 | $216.9M | 6 | 2026-03-31 | → |
| 4968 | LEDGEWOOD WEALTH ADVISORS, LLC | EXETER | 109049 | $216.8M | 2 | 2026-02-28 | → |
| 4969 | ETRE LLC | CAMBRIDGE | 121355 | $216.8M | 3 | 2026-03-31 | → |
| 4970 | THE SIMMONS PARTNERSHIP, INC | TOWSON | 156740 | $216.5M | 3 | 2026-03-31 | → |
| 4971 | DELTA ADVISORY GROUP, INC. | MAITLAND | 105966 | $216.3M | 8 | 2026-03-31 | → |
| 4972 | PROSPERITY ADVISORY GROUP LLC | VICTOR | 310720 | $216.0M | 5 | 2026-03-31 | → |
| 4973 | SKY ALPHA ASSET ADVISORS LLC | BOCA RATON | 295839 | $216.0M | 3 | 2026-02-28 | → |
| 4974 | TWIN LIONS MANAGEMENT LLC | STAMFORD | 325314 | $215.9M | 3 | 2026-06-30 | → |
| 4975 | ROUNDANGLE ADVISORS LLC | RED BANK | 282178 | $215.5M | 3 | 2026-03-31 | → |
| 4976 | KENNEDY WEALTH & TAX MANAGEMENT, LLC | SOUTHBURY | 172394 | $215.5M | 4 | 2026-03-31 | → |
| 4977 | GRAGG & GRAGG, L.L.P. | SHELBY | 110592 | $215.4M | 12 | 2026-02-28 | → |
| 4978 | FLORIAN FINANCIAL GROUP LLC | WILLIAMSVILLE | 123869 | $215.0M | 8 | 2026-06-30 | → |
| 4979 | BROADWAY ADVISOR GROUP | ALBANY | 324281 | $214.9M | 4 | 2026-03-31 | → |
| 4980 | KINWELL LLC | CHARLESTON | 290449 | $214.7M | 2 | 2026-03-31 | → |
| 4981 | BOOMFISH WEALTH GROUP, LLC | ALPHARETTA | 159201 | $214.4M | 13 | 2026-03-31 | → |
| 4982 | 4THOUGHT FINANCIAL GROUP INC. | SYOSSET | 162997 | $214.3M | 6 | 2026-01-31 | → |
| 4983 | WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. | VIRGINIA BEACH | 160057 | $214.3M | 5 | 2026-05-31 | → |
| 4984 | PREMIS ADVISORS, LLC | ATLANTA | 283679 | $213.9M | 1 | 2026-03-31 | → |
| 4985 | LOCKER FINANCIAL SERVICES, LLC | VERONA | 120900 | $213.8M | 3 | 2026-06-30 | → |
| 4986 | OZE CAPITAL LLC | FLORHAM PARK | 327276 | $213.7M | 6 | 2026-04-30 | → |
| 4987 | A4 WEALTH ADVISORS LLC | HUNTERSVILLE | 152397 | $213.7M | 8 | 2026-05-31 | → |
| 4988 | GLOBAL TRUST WEALTH MANAGEMENT LLC | WEST PALM BEACH | 333458 | $213.7M | 5 | 2026-02-28 | → |
| 4989 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | JACKSONVILLE | 120084 | $213.5M | 5 | 2026-02-28 | → |
| 4990 | LONG POINT CAPITAL, INC | NEW YORK | 163061 | $213.5M | 6 | 2026-03-31 | → |
| 4991 | ELITE INCOME ADVISORS, INC. | ELLICOTT CITY | 285429 | $213.4M | 7 | 2026-03-31 | → |
| 4992 | DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. | WILLIAMSBURG | 173083 | $213.1M | 2 | 2026-03-31 | → |
| 4993 | AIFG CONSULTANTS LTD. | HALFMOON | 281122 | $213.0M | 11 | 2026-04-30 | → |
| 4994 | SACKS & ASSOCIATES, LLC | WARREN | 174909 | $212.8M | 4 | 2026-03-31 | → |
| 4995 | BCK PARTNERS, INC. | CORNING | 181512 | $212.7M | 5 | 2026-03-31 | → |
| 4996 | BRIXTON CAPITAL WEALTH ADVISORS, LLC | GARDEN CITY | 288810 | $212.4M | 7 | 2026-03-31 | → |
| 4997 | BRAVIAS CAPITAL GROUP, LLC | ISELIN | 289589 | $212.0M | 12 | 2026-03-31 | → |
| 4998 | BUCHANAN WEALTH MANAGEMENT, LLC | RESTON | 316629 | $212.0M | 4 | 2026-03-31 | → |
| 4999 | JMC MANAGEMENT, LLC | BOSTON | 169235 | $211.9M | 3 | 2026-03-31 | → |
| 5000 | DIAMANT ASSET MANAGEMENT, INC. | RIDGEFIELD | 107788 | $211.5M | 3 | 2026-03-31 | → |
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