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 | |
|---|---|---|---|---|---|---|---|
| 5601 | VETERI PLACE CORPORATION | PARSIPPANY | 160664 | $150.7M | 2 | 2026-03-31 | → |
| 5602 | UNIFIED INVESTMENT MANAGEMENT, LLC | ATLANTA | 326056 | $150.6M | 2 | 2026-01-31 | → |
| 5603 | AUREUM WEALTH MANAGEMENT, LLC | NORTH PALM BEACH | 272027 | $150.6M | 4 | 2026-04-30 | → |
| 5604 | MARATHON WEALTH MANAGEMENT, INC. | MELVILLE | 289119 | $150.5M | 2 | 2026-05-31 | → |
| 5605 | NORTH WOODS ASSET MANAGEMENT LLC | BUFFALO | 226575 | $150.4M | 2 | 2026-03-31 | → |
| 5606 | INVIDIA CAPITAL MANAGEMENT LP | NEW YORK | 331334 | $150.4M | 13 | 2026-04-30 | → |
| 5607 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT | WYCKOFF | 124288 | $150.1M | 2 | 2026-02-28 | → |
| 5608 | FELIS ADVANTAGE, LP | BOSTON | 335282 | $150.0M | 5 | 2026-02-28 | → |
| 5609 | THOR ADVISORS LLC | NEW YORK | 292657 | $150.0M | 1 | 2024-12-31 | → |
| 5610 | PARRISH CAPITAL, LLC | KENNESAW | 172783 | $150.0M | 3 | 2026-03-31 | → |
| 5611 | ALPACA VC INVESTMENT MANAGEMENT LLC | NEW YORK | 317262 | $149.9M | 11 | 2026-05-31 | → |
| 5612 | CAVALCADE CAPITAL LLC | NEW YORK | 327292 | $149.9M | 2 | 2026-06-30 | → |
| 5613 | CLEARBROOK INVESTMENT SOLUTIONS LLC | NEW YORK | 155607 | $149.9M | 9 | 2026-03-31 | → |
| 5614 | KONEKTIS CAPITAL MANAGEMENT LP | NEW YORK | 327997 | $149.8M | 3 | 2026-06-30 | → |
| 5615 | CLARITY FINANCIAL ADVISORS LLC | ST. PETERSBURG | 323321 | $149.5M | 9 | 2026-06-30 | → |
| 5616 | FUND ADVISORS OF AMERICA INC | ORLANDO | 112567 | $149.4M | 3 | 2026-02-28 | → |
| 5617 | GUARDANT PARTNERS LLC | MIAMI | 339708 | $149.3M | 4 | 2026-05-31 | → |
| 5618 | CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC | NEW YORK | 318867 | $149.2M | 3 | 2026-03-31 | → |
| 5619 | VIS ADVISORS, LP | NEW YORK | 240786 | $148.8M | 3 | 2026-03-31 | → |
| 5620 | PRESTON F. SANDERS, CHFC, LLC | WATKINSVILLE | 125741 | $148.8M | 3 | 2026-03-31 | → |
| 5621 | COLUMN PARK ASSET MANAGEMENT, LP | COCOA BEACH | 169730 | $148.8M | 4 | 2026-03-31 | → |
| 5622 | ACCUMULATOR OPERATIONS LLC | CORAL GABLES | 341270 | $148.4M | 29 | 2026-04-30 | → |
| 5623 | DELLORA INVESTMENTS LP | GREENWICH | 310885 | $148.4M | 4 | 2026-03-31 | → |
| 5624 | H. S. DREHER CAPITAL MANAGEMENT, LLC | SOUTHERN PINES | 104537 | $148.2M | 2 | 2026-02-28 | → |
| 5625 | QUORUS INC. | WESTPORT | 323161 | $148.2M | 7 | 2026-06-30 | → |
| 5626 | HUNDREDFOLD ADVISORS, LLC | VIRGINIA BEACH | 131854 | $148.2M | 2 | 2026-03-31 | → |
| 5627 | GEOVEST ADVISORS INC | FAIRPORT | 105906 | $147.9M | 6 | 2026-02-28 | → |
| 5628 | CATCHMENT CAPITAL, L.P. | NEW YORK | 335631 | $147.7M | 8 | 2026-01-31 | → |
| 5629 | STEMBROOK ASSET MANAGEMENT, LLC | RED BANK | 144116 | $147.5M | 2 | 2026-03-31 | → |
| 5630 | PEACHCAP TAX & ADVISORY, LLC | ATLANTA | 158729 | $147.5M | 4 | 2026-02-28 | → |
| 5631 | EDMP, INC. | LUTZ | 110248 | $147.4M | 3 | 2026-03-31 | → |
| 5632 | CHELSEA ADVISORY SERVICES, INC | STATEN ISLAND | 150791 | $147.4M | 30 | 2026-03-31 | → |
| 5633 | BURGESS INVESTMENT GROUP, LLC | GREENVILLE | 318698 | $147.1M | 25 | 2026-06-30 | → |
| 5634 | WEALTHPOINT FINANCIAL LLC | CRAMERTON | 332312 | $147.1M | 7 | 2026-03-31 | → |
| 5635 | SPARK FINANCIAL ADVISORS, LLC | RICHMOND | 296914 | $147.1M | 7 | 2026-03-31 | → |
| 5636 | CROSS SHORE CAPITAL MANAGEMENT, LLC | GREAT NECK | 136650 | $147.1M | 5 | 2026-03-31 | → |
| 5637 | ENTELEVEST, LLC | CORAL GABLES | 318115 | $147.0M | 3 | 2026-03-31 | → |
| 5638 | HERITAGE CAPITAL, LLC | WOODBRIDGE | 127650 | $146.9M | 3 | 2026-03-31 | → |
| 5639 | PROFICIENT WEALTH COUNSELORS, LLC | NORWOOD | 152640 | $146.9M | 1 | 2026-03-31 | → |
| 5640 | WEALTHGEN ADVISORS, LLC | SARASOTA | 306196 | $146.6M | 2 | 2026-03-31 | → |
| 5641 | MOELIS CAPITAL PARTNERS LLC | NEW YORK | 154219 | $146.5M | 1 | 2026-06-30 | → |
| 5642 | MFG INVESTMENTS, LLC | MEDFORD | 125122 | $146.5M | 5 | 2026-04-30 | → |
| 5643 | MANNA WEALTH MANAGEMENT INC. | MIAMI BEACH | 332313 | $146.1M | 2 | 2026-03-31 | → |
| 5644 | CORE ALPHA, INC. | ROCHESTER | 119635 | $146.1M | 3 | 2026-03-31 | → |
| 5645 | ALPHA CAPITAL ADVISORS, INC. | BANGOR | 138825 | $146.0M | 6 | 2026-03-31 | → |
| 5646 | KI CAPITAL WEALTH MANAGEMENT US LLC | MIAMI | 317738 | $145.9M | 5 | 2026-06-30 | → |
| 5647 | SCALEBUILDER, LLC | NEW YORK | 313276 | $145.8M | 4 | 2026-03-31 | → |
| 5648 | BLUEPRINT WEALTH MANAGEMENT, LLC | THE VILLAGES | 169997 | $145.7M | 19 | 2026-03-31 | → |
| 5649 | THE SHER WEALTH MANAGEMENT GROUP, INC. | NEEDHAM | 172369 | $145.6M | 2 | 2026-01-31 | → |
| 5650 | OWLHOUSE CAPITAL LP | NEW YORK | 328210 | $145.6M | 2 | 2026-03-31 | → |
| 5651 | OCTOBER EFFECT LTD. | VIRGINIA BEACH | 281369 | $145.6M | 4 | 2026-06-30 | → |
| 5652 | ASCENDOR WEALTH, LLC | WILMINGTON | 148969 | $145.6M | 7 | 2026-03-31 | → |
| 5653 | SPYRNAL WEALTH MANAGEMENT, LLC | BOKEELIA | 299957 | $145.5M | 4 | 2026-03-31 | → |
| 5654 | STAMINA CAPITAL MANAGEMENT LP | NEW YORK | 299599 | $145.4M | 4 | 2024-12-31 | → |
| 5655 | THE PRACTICAL PLANNER, LLC | GROTON | 130601 | $145.3M | 2 | 2026-02-28 | → |
| 5656 | GULLANE CAPITAL, LLC | JACKSONVILLE | 313464 | $145.3M | 2 | 2026-05-31 | → |
| 5657 | BLUE WEALTH INC. | CHARLOTTE | 330324 | $145.1M | 11 | 2026-02-28 | → |
| 5658 | GCI FINANCIAL GROUP, INC. | MENDHAM | 124193 | $145.1M | 3 | 2026-06-30 | → |
| 5659 | RHO ACCELERATION, LLC | NEW YORK | 313160 | $144.9M | 3 | 2026-04-30 | → |
| 5660 | BETRO MILESZKO & COMPANY, LLC | FOXBORO | 145184 | $144.8M | 2 | 2026-03-31 | → |
| 5661 | BLUESTONE INVESTMENT MANAGER, LLC | MCLEAN | 296820 | $144.8M | 11 | 2026-03-31 | → |
| 5662 | LANDON CAPITAL PARTNERS, LLC | BOSTON | 292398 | $144.8M | 5 | 2026-03-31 | → |
| 5663 | BTS ASSET MANAGEMENT INC | LINCOLN | 105215 | $144.8M | 13 | 2026-03-31 | → |
| 5664 | A.G.P. ASSET MANAGEMENT LLC | NEW YORK | 339720 | $144.5M | 2 | 2026-02-28 | → |
| 5665 | TAIKA CAPITAL, LP | SUNNY ISLES BEACH | 315803 | $144.4M | 5 | 2025-03-31 | → |
| 5666 | RENAISSANCE CAPITAL LLC | STAMFORD | 109945 | $144.3M | 17 | 2026-03-31 | → |
| 5667 | GLOVER PARK WEALTH MANAGEMENT, LLC | ARLINGTON | 309793 | $144.3M | 2 | 2026-06-30 | → |
| 5668 | ASSET MANAGEMENT CONSULTING SERVICES, INC. | LIVINGSTON | 128793 | $144.2M | 2 | 2026-03-31 | → |
| 5669 | TOTEM POINT MANAGEMENT, LLC | NEW YORK | 169824 | $144.2M | 4 | 2026-04-30 | → |
| 5670 | JAMES I. BLACK & COMPANY | LAKELAND | 1249 | $144.1M | 10 | 2026-02-28 | → |
| 5671 | RUSHMONT CAPITAL MANAGEMENT, LP | NEW YORK | 333041 | $143.9M | 6 | 2026-04-30 | → |
| 5672 | BGV FINANCIAL ADVISORS USA, LLC | MIAMI | 324511 | $143.8M | 2 | 2026-03-31 | → |
| 5673 | DAVIDOV FINANCIAL COACHING, LLC | NEW HYDE PARK | 166794 | $143.8M | 3 | 2026-03-31 | → |
| 5674 | ORTELIUS CAPITAL PARTNERS, LLC | NEW YORK | 138284 | $143.8M | 1 | 2026-03-31 | → |
| 5675 | ARISTA ADVISORY GROUP, LLC | ALBANY | 285722 | $143.7M | 3 | 2026-05-31 | → |
| 5676 | OLD BRIDGE WEALTH, INC | SYOSSET | 332180 | $143.7M | 5 | 2025-09-30 | → |
| 5677 | WHITE OAK FINANCIAL MANAGEMENT, INC | ASHEVILLE | 142615 | $143.5M | 3 | 2026-01-31 | → |
| 5678 | FOUR LION CAPITAL, LP | NEW YORK | 333602 | $143.2M | 1 | 2026-05-31 | → |
| 5679 | CYCAP PARTNERS, LLC | TALLAHASSEE | 335347 | $143.2M | 6 | 2026-03-31 | → |
| 5680 | GRANITE STATE RETIREMENT PLANNING, INC. | BEDFORD | 141899 | $143.2M | 1 | 2026-03-31 | → |
| 5681 | FOREST CAPITAL OPERATING COMPANY LLC | CONCORD | 325514 | $143.2M | 4 | 2026-01-31 | → |
| 5682 | PCG ASSET MANAGEMENT, LLC | GLADSTONE | 148208 | $143.1M | 5 | 2026-03-31 | → |
| 5683 | BLANK EQUITY MANAGEMENT LLC | PORT WASHINGTON | 153570 | $143.0M | 2 | 2026-01-31 | → |
| 5684 | APPLIED FUNDAMENTAL RESEARCH, LLC | CAMBRIDGE | 167645 | $142.9M | 5 | 2026-04-30 | → |
| 5685 | PERSONALIZED FINANCIAL SOLUTIONS LLC | CLEARWATER | 306475 | $142.6M | 4 | 2026-01-31 | → |
| 5686 | VCP FINANCIAL LLC | STATEN ISLAND | 167901 | $142.6M | 5 | 2026-02-28 | → |
| 5687 | STEPHEN J. GARRY & ASSOCIATES, LLC | GARDEN CITY | 295068 | $142.6M | 4 | 2026-03-31 | → |
| 5688 | CROWN MANAGEMENT ADVISORS, LLC | ATLANTA | 326369 | $142.2M | 6 | 2026-03-31 | → |
| 5689 | J. L. PERKINS WEALTH MANAGEMENT, LLC | MACON | 174308 | $142.2M | 8 | 2026-04-30 | → |
| 5690 | LTG CAPITAL LLC | FRAMINGHAM | 128216 | $142.2M | 5 | 2026-03-31 | → |
| 5691 | WEST TOWER GROUP, LLC | RICHMOND | 323520 | $142.0M | 10 | 2026-06-30 | → |
| 5692 | HEYDORN STONE CAPITAL MANAGEMENT LLC | LARCHMONT | 125903 | $142.0M | 3 | 2026-03-31 | → |
| 5693 | ABDIEL CAPITAL ADVISORS, LP | NEW YORK | 161410 | $141.9M | 15 | 2026-05-31 | → |
| 5694 | FINANCIAL TRUST ASSET MANAGEMENT CHARTERED | BOCA RATON | 108998 | $141.9M | 5 | 2026-05-31 | → |
| 5695 | KENNONDALE CAPITAL MANAGEMENT, LLC | RICHMOND | 299863 | $141.9M | 3 | 2026-03-31 | → |
| 5696 | COANN CAPITAL LLC | WESTPORT | 310996 | $141.7M | 2 | 2024-12-31 | → |
| 5697 | INTEGRATED FINANCIAL CONSULTING, LLC | AIRMONT | 130920 | $141.5M | 1 | 2026-03-31 | → |
| 5698 | CLARITY INVESTMENTS + PLANNING LLC | MOUNT KISCO | 148888 | $141.5M | 2 | 2026-03-31 | → |
| 5699 | MJB ASSET MANAGEMENT LLC | NEW YORK | 109940 | $141.4M | 1 | 2026-03-31 | → |
| 5700 | STORMS & ROWDON FINANCIAL SERVICES, INC. | ORMOND BEACH | 334690 | $141.2M | 4 | 2026-02-28 | → |
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