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 | |
|---|---|---|---|---|---|---|---|
| 5101 | GLENWOOD INVESTMENT GROUP, LLC | MANCHESTER | 132950 | $199.4M | 4 | 2026-03-31 | → |
| 5102 | TRANQUILLI FINANCIAL ADVISOR, LLC | CLINTON | 298056 | $199.4M | 2 | 2026-03-31 | → |
| 5103 | CORNERCAP INVESTMENT COUNSEL INC | ATLANTA | 107852 | $199.2M | 4 | 2025-03-31 | → |
| 5104 | SECHREST FINANCIAL SERVICES LLC | ACTON | 128688 | $199.2M | 4 | 2026-01-31 | → |
| 5105 | FINANCIAL ARCHITECTS, LLC | WOODSTOCK | 116027 | $199.2M | 3 | 2026-02-28 | → |
| 5106 | BARRON FINANCIAL GROUP, LLP | TORRINGTON | 140504 | $199.1M | 3 | 2026-06-30 | → |
| 5107 | RWA ADVISORS, LLC | BOCA RATON | 150120 | $199.1M | 4 | 2026-03-31 | → |
| 5108 | CATOCTIN RIDGE WEALTH PARTNER, LLC | THURMONT | 333113 | $199.0M | 5 | 2026-03-31 | → |
| 5109 | BEDMINSTER L.L.C. | BLUFFTON | 118794 | $199.0M | 3 | 2026-02-28 | → |
| 5110 | CAPITAL SQUARED FINANCIAL LLC | ROCKVILLE | 326861 | $198.7M | 3 | 2026-02-28 | → |
| 5111 | REPUBLIC DIGITAL FUND MANAGER LLC | NEW YORK | 330536 | $198.4M | 15 | 2026-03-31 | → |
| 5112 | TFJ MANAGEMENT, LLC | SOMERVILLE | 312132 | $198.4M | 2 | 2026-03-31 | → |
| 5113 | ATLANTIC WEALTH PARTNERS, LLC | JUPITER | 289440 | $198.1M | 4 | 2026-06-30 | → |
| 5114 | GIP INVESTMENT ADVISER LLC | WEST PALM BEACH | 300541 | $198.0M | 5 | 2026-03-31 | → |
| 5115 | CONSTANT GUIDANCE FINANCIAL, LLC | NORTH ATTLEBORO | 172612 | $198.0M | 1 | 2026-03-31 | → |
| 5116 | GLADOWSKY CAPITAL MANAGEMENT CORP | SMITHTOWN | 45287 | $197.8M | 4 | 2026-02-28 | → |
| 5117 | CALVERT IMPACT ADVISORY SERVICES, LLC | BETHESDA | 326022 | $197.8M | 9 | 2026-03-31 | → |
| 5118 | D & P INVESTMENT ADVISORS, LTD. | WAKEFIELD | 119631 | $197.8M | 1 | 2026-03-31 | → |
| 5119 | WEALTH MANAGEMENT GROUP, INC. | WINSTON-SALEM | 113706 | $197.7M | 3 | 2026-03-31 | → |
| 5120 | EAGLESTONE WEALTH ADVISORS, INC. | ROCKVILLE | 141014 | $197.7M | 6 | 2025-11-30 | → |
| 5121 | COPPER BEECH FINANCIAL GROUP, LLC | MOORESTOWN | 313156 | $197.4M | 9 | 2026-03-31 | → |
| 5122 | BAUTIS FINANCIAL, LLC | MONTCLAIR | 148582 | $197.4M | 5 | 2026-02-28 | → |
| 5123 | OSPREY CAPITAL MANAGEMENT CORP. | MIAMI BEACH | 172524 | $197.2M | 1 | 2026-02-28 | → |
| 5124 | DAVIS WEALTH ADVISORS LLC | SALEM | 287736 | $197.1M | 6 | 2026-06-30 | → |
| 5125 | CONCORDIA WEALTH MANAGEMENT, LLC | CONCORD | 164278 | $197.1M | 4 | 2026-03-31 | → |
| 5126 | BIREME CAPITAL, LLC | ROCKVILLE | 283224 | $196.9M | 2 | 2026-03-31 | → |
| 5127 | RECIPROCAL VENTURE MANAGEMENT, L.L.C. | NEW YORK | 288520 | $196.9M | 5 | 2026-03-31 | → |
| 5128 | THE BENDIX FINANCIAL GROUP, INC. | GARDEN CITY | 118999 | $196.6M | 4 | 2026-03-31 | → |
| 5129 | FRIEDENTHAL FINANCIAL, LLC | MARLTON | 150457 | $196.4M | 4 | 2026-04-30 | → |
| 5130 | ROUND2 INVESTMENT PARTNERS LLC | NEW YORK | 326807 | $196.4M | 6 | 2026-06-30 | → |
| 5131 | GRAND CENTRAL INVESTMENT GROUP, LLC | TAMPA | 172537 | $196.2M | 5 | 2026-06-30 | → |
| 5132 | AMPHORA WEALTH MANAGEMENT, LLC | CHAPEL HILL | 157968 | $196.2M | 3 | 2026-03-31 | → |
| 5133 | SMITH PARTNERS WEALTH MANAGEMENT, LLC | GREENSBORO | 112231 | $196.1M | 4 | 2026-03-31 | → |
| 5134 | FRAZIER FINANCIAL CONSULTANTS, LLC | CHAPEL HILL | 112897 | $196.0M | 3 | 2026-02-28 | → |
| 5135 | HILLMAN CAPITAL MANAGEMENT INC | BETHESDA | 110096 | $195.9M | 7 | 2026-03-31 | → |
| 5136 | SPICE EXPEDITIONS, LP | WESTPORT | 333626 | $195.9M | 5 | 2026-06-30 | → |
| 5137 | BALANCE CAPITAL PARTNERS L.P. | MIAMI | 325617 | $195.7M | 3 | 2026-06-30 | → |
| 5138 | TEPP RIA LLC | WESTFIELD | 283899 | $195.7M | 6 | 2026-03-31 | → |
| 5139 | MARVIN & PALMER ASSOCIATES | WILMINGTON | 105399 | $195.7M | 7 | 2026-03-31 | → |
| 5140 | CHARTER WEALTH MANAGEMENT, INC. | RALEIGH | 162299 | $195.6M | 4 | 2026-03-31 | → |
| 5141 | CLARK & STUART INC | PORTLAND | 107991 | $195.6M | 4 | 2026-03-31 | → |
| 5142 | ATCAP PARTNERS, LLC | ROCKVILLE | 158214 | $195.5M | 26 | 2026-04-30 | → |
| 5143 | RMR WEALTH MANAGEMENT | NEW YORK | 152266 | $195.4M | 7 | 2026-03-31 | → |
| 5144 | INDEPENDENT WEALTH ADVISORS, LLC | CARY | 328786 | $195.3M | 4 | 2026-06-30 | → |
| 5145 | EMERGENT FINANCIAL SERVICES, LLC. | CHARLOTTESVILLE | 288434 | $195.2M | 5 | 2026-03-31 | → |
| 5146 | FENTON GREGORY COLEMAN | SANDWICH | 133301 | $194.8M | 2 | 2026-01-31 | → |
| 5147 | ALTMORE CAPITAL INVESTMENT MANAGEMENT, LLC | ARLINGTON | 312292 | $194.7M | 10 | 2026-05-31 | → |
| 5148 | ALPHA DNA INVESTMENT MANAGEMENT LLC | COLUMBIA | 288198 | $194.7M | 4 | 2026-03-31 | → |
| 5149 | AMUNI FINANCIAL, INC. | ST PETERSBURG | 8365 | $194.6M | 21 | 2026-03-31 | → |
| 5150 | AEREF MANAGEMENT, LLC | NEW YORK | 322495 | $194.4M | 20 | 2026-03-31 | → |
| 5151 | DRUM HILL CAPITAL, LLC | WESTPORT | 123359 | $194.3M | 3 | 2026-03-31 | → |
| 5152 | NEIL JESANI WEALTH MANAGEMENT, LLC | SUNRISE | 322345 | $194.2M | 13 | 2026-05-31 | → |
| 5153 | WACONA CAPITAL, LLC | CHARLOTTESVILLE | 331836 | $194.1M | 5 | 2025-11-30 | → |
| 5154 | CYPRESS RIDGE CAPITAL, L.P. | NEW YORK | 322529 | $194.1M | 6 | 2026-06-30 | → |
| 5155 | TOWNSEND PERSONAL FINANCIAL PLANNING, LLC | COLUMBUS | 126241 | $194.0M | 3 | 2026-02-28 | → |
| 5156 | INNOVATIVE ADVISORY GROUP, LLC | LEXINGTON | 146618 | $194.0M | 10 | 2026-02-28 | → |
| 5157 | CAPITAL AND PLANNING, LLC | JONESBORO | 321104 | $193.9M | 2 | 2026-05-31 | → |
| 5158 | BUCKLEY CAPITAL ADVISORS, LLC | MIAMI BEACH | 268818 | $193.8M | 6 | 2026-03-31 | → |
| 5159 | MORGENS, WATERFALL, VINTIADIS & COMPANY, INC. | NEW YORK | 108692 | $193.6M | 9 | 2026-03-31 | → |
| 5160 | TRAFALGAR CAPITAL ADVISORS INC. | AVENTURA | 169163 | $193.6M | 16 | 2024-12-31 | → |
| 5161 | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC | BOCA RATON | 288030 | $193.5M | 5 | 2026-03-31 | → |
| 5162 | KAZAZIAN ASSET MANAGEMENT, LLC | FORT LAUDERDALE | 328433 | $193.3M | 2 | 2026-03-31 | → |
| 5163 | KASTEL CAPITAL ADVISORS, LLC | WELLESLEY | 226520 | $193.3M | 3 | 2026-06-30 | → |
| 5164 | BALANCED ROCK INVESTMENT ADVISORS LLC | ROSLINDALE | 157424 | $193.2M | 5 | 2026-05-31 | → |
| 5165 | EAST GUILFORD FINANCIAL SERVICES LLC | MADISON | 127481 | $193.1M | 1 | 2026-03-31 | → |
| 5166 | CAPE ANN CAPITAL, INC. | CONCORD | 128942 | $193.0M | 2 | 2026-03-31 | → |
| 5167 | WICKHAM FINANCIAL GROUP, INC. | MARIETTA | 307299 | $193.0M | 4 | 2026-03-31 | → |
| 5168 | HIGH POINT WEALTH MANAGEMENT, LLC | CHESTER | 147111 | $192.9M | 2 | 2026-02-28 | → |
| 5169 | NEW CENTURY FINANCIAL GROUP, LLC | PRINCETON | 104553 | $192.9M | 14 | 2025-11-30 | → |
| 5170 | SETCHFIELD ASSOCIATES LLC | BRADENTON | 113289 | $192.8M | 2 | 2026-02-28 | → |
| 5171 | CLEMSON-EPS ADVISORS, LLC | SENECA | 153101 | $192.8M | 4 | 2025-10-31 | → |
| 5172 | ARCADIA FUNDS, LLC | BURLINGTON | 166087 | $192.8M | 9 | 2026-03-31 | → |
| 5173 | NUMA AMERICAS CORP. | MIAMI | 164602 | $192.7M | 10 | 2026-02-28 | → |
| 5174 | DAVIS PRIVATE WEALTH, LLC | ROYAL PALM BEACH | 285952 | $192.7M | 3 | 2026-06-30 | → |
| 5175 | DEL-SETTE CAPITAL MANAGEMENT, LLC | SCHENECTADY | 159052 | $192.5M | 8 | 2026-05-31 | → |
| 5176 | CADIA PRIVATE CLIENT LLC | PARSIPPANY | 337400 | $192.5M | 3 | 2026-02-28 | → |
| 5177 | EXCEL CAPITAL MANAGEMENT CORP | WARREN | 109229 | $192.5M | 2 | 2026-03-31 | → |
| 5178 | PARK STATE ASSET MANAGEMENT LLC | BEVERLY | 336573 | $192.4M | 6 | 2026-04-30 | → |
| 5179 | SPURSTONE ADVISORY SERVICES, LLC | HIGGANUM | 284158 | $192.1M | 5 | 2026-03-31 | → |
| 5180 | SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC | SOUTHPORT | 146270 | $192.1M | 3 | 2026-03-31 | → |
| 5181 | INCOMPASS FINANCIAL PARTNERS, LLC | ALPHARETTA | 318227 | $192.0M | 6 | 2026-02-28 | → |
| 5182 | RFP FINANCIAL GROUP, LLC | ATLANTA | 293206 | $192.0M | 3 | 2026-03-31 | → |
| 5183 | PETTEE INVESTORS INC | ROWAYTON | 105553 | $191.9M | 6 | 2026-03-31 | → |
| 5184 | FIRST AMERICAN ASSET ADVISORY, LLC. | GARDEN CITY | 282254 | $191.8M | 8 | 2026-03-31 | → |
| 5185 | PHORCYS CAPITAL PARTNERS, LLC | ALPHARETTA | 285635 | $191.5M | 7 | 2026-04-30 | → |
| 5186 | STRATEGIC ADVISORY PARTNERS, LLC | GREENSBORO | 314842 | $191.4M | 8 | 2026-03-31 | → |
| 5187 | VARIADIC LLC | NEW YORK | 332389 | $191.4M | 10 | 2026-04-30 | → |
| 5188 | ACA II ADVISORS, LLC | GREENWICH | 156128 | $191.4M | 14 | 2026-05-31 | → |
| 5189 | ARAVALLI CAPITAL MANAGEMENT LP | NEW YORK | 327861 | $191.4M | 4 | 2026-03-31 | → |
| 5190 | GUARDIAN WEALTH PARTNERS, LLC | NEW YORK | 310203 | $191.4M | 75 | 2026-06-30 | → |
| 5191 | LB PARTNERS LLC | CHARLOTTESVILLE | 309088 | $191.3M | 2 | 2026-03-31 | → |
| 5192 | OCEANSIDE ADVISORS LLC | MOUNT PLEASANT | 170307 | $191.3M | 5 | 2026-02-28 | → |
| 5193 | INVESTMENT MANAGEMENT CORPORATION | ROANOKE | 107246 | $191.2M | 6 | 2026-02-28 | → |
| 5194 | APEX WEALTH MANAGEMENT, LLC | BEDFORD | 317091 | $191.1M | 2 | 2026-02-28 | → |
| 5195 | CALUMET CAPITAL PARTNERS LLC | MIAMI | 318770 | $191.0M | 3 | 2026-03-31 | → |
| 5196 | BOWEN FINANCIAL SERVICES, LLC | MIDLOTHIAN | 116714 | $191.0M | 3 | 2026-03-31 | → |
| 5197 | PSG CREDIT GP, LLC | COLUMBIA | 311297 | $190.9M | 25 | 2026-06-30 | → |
| 5198 | VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC | SARATOGA SPRINGS | 108183 | $190.8M | 6 | 2025-03-31 | → |
| 5199 | LORD ABBETT FIF ADVISOR LLC | JERSEY CITY | 332700 | $190.4M | 821 | 2025-12-31 | → |
| 5200 | AEGIS WEALTH MANAGEMENT, LLC | MAITLAND | 199511 | $190.4M | 4 | 2026-03-31 | → |
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