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 | |
|---|---|---|---|---|---|---|---|
| 5801 | LUMIDA WEALTH MANAGEMENT LLC | WAYNE | 323410 | $132.8M | 10 | 2026-03-31 | → |
| 5802 | ARI GROUP, LLC | NEW YORK | 286049 | $132.8M | 4 | 2026-02-28 | → |
| 5803 | TRUADVISORS FINANCIAL, LLC | TAMPA | 170564 | $132.7M | 4 | 2026-06-30 | → |
| 5804 | TRICAPITAL WEALTH MANAGEMENT, INC. | CHARLOTTE | 118788 | $132.7M | 3 | 2026-03-31 | → |
| 5805 | RESOURCE 1, INC. | NORFOLK | 115816 | $132.7M | 2 | 2026-03-31 | → |
| 5806 | WELLS FINANCIAL MANAGEMENT, LLC | ASHEVILLE | 158030 | $132.7M | 2 | 2026-03-31 | → |
| 5807 | JLL PARTNERS FCH, INC. | NEW YORK | 285184 | $132.4M | 2 | 2026-03-31 | → |
| 5808 | GEREMIA FINANCIAL SERVICES, LLC | EDISON | 156504 | $132.2M | 2 | 2026-03-31 | → |
| 5809 | MIDDLE STREET CAPITAL, LLC | NEWFIELDS | 226513 | $132.1M | 1 | 2026-05-31 | → |
| 5810 | TRIPLETAIL WEALTH MANAGEMENT, LLC | ORLANDO | 318781 | $132.1M | 2 | 2026-03-31 | → |
| 5811 | SECURE WEALTH, INC. | BOCA RATON | 290572 | $132.0M | 3 | 2026-05-31 | → |
| 5812 | PW ADVISORS, LLC | TALLAHASSEE | 336499 | $131.8M | 7 | 2026-04-30 | → |
| 5813 | RDG CAPITAL MANAGEMENT LLC | PITTSFORD | 329749 | $131.8M | 2 | 2026-06-30 | → |
| 5814 | PROFESSIONAL TRADING SERVICES BROKERAGE, LLC | MT. LAUREL | 119307 | $131.7M | 18 | 2026-06-30 | → |
| 5815 | TEPLITZ FINANCIAL GROUP LLC | OLD BRIDGE | 122038 | $131.7M | 2 | 2026-04-30 | → |
| 5816 | LMPG WEALTH ADVISORS, LLC | MIAMI | 328251 | $131.7M | 3 | 2026-03-31 | → |
| 5817 | THE BREIT GROUP, LLC | WRIGHTSVILLE BEACH | 335020 | $131.6M | 3 | 2026-03-31 | → |
| 5818 | BENCHMARK FINANCIAL, LLC | WILMINGTON | 297443 | $131.6M | 3 | 2026-01-31 | → |
| 5819 | IMPRINT WEALTH LLC | MOUNT PLEASANT | 322130 | $131.6M | 7 | 2026-03-31 | → |
| 5820 | 1ST DISCOUNT BROKERAGE, INC. | LAKE WORTH | 39164 | $131.4M | 8 | 2026-03-31 | → |
| 5821 | LINX PARTNERS, LLC | ATLANTA | 158607 | $131.4M | 4 | 2026-03-31 | → |
| 5822 | CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC | TAMPA | 174670 | $131.3M | 5 | 2026-05-31 | → |
| 5823 | LAYLINE ADVISORS, LLC | ROCHESTER | 285136 | $131.3M | 4 | 2026-01-31 | → |
| 5824 | SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC | PROVIDENCE | 109013 | $131.3M | 3 | 2026-03-31 | → |
| 5825 | STAWNYCHY FINANCIAL SERVICES, INC. | KINNELON | 128859 | $131.2M | 4 | 2026-03-31 | → |
| 5826 | STERLING BRIDGE FINANCIAL GROUP LLC | PALM HARBOR | 304409 | $131.1M | 8 | 2026-03-31 | → |
| 5827 | RONIN EQUITY PARTNERS LLC | NEW YORK | 310679 | $131.1M | 5 | 2026-03-31 | → |
| 5828 | WARREN CAPITAL MANAGEMENT, INC. | CHARLESTON | 137449 | $131.0M | 3 | 2026-06-30 | → |
| 5829 | FAMILY WEALTH PARTNERS LLC | MEDFORD | 304935 | $130.9M | 2 | 2026-05-31 | → |
| 5830 | MAN CAPITAL MANAGEMENT LLC | NEW YORK | 146110 | $130.8M | 13 | 2026-04-30 | → |
| 5831 | DMK ADVISOR GROUP, INC. | LUTZ | 41067 | $130.8M | 38 | 2026-06-30 | → |
| 5832 | PEAKVALLEY WEALTH, LLC | ROANOKE | 165542 | $130.3M | 4 | 2026-02-28 | → |
| 5833 | MONTGOMERY CAPITAL ADVISORS LLC | NEW YORK | 138148 | $130.1M | 2 | 2026-06-30 | → |
| 5834 | SOLIST WEALTH, LLC | TAMPA | 329317 | $130.1M | 1 | 2026-06-30 | → |
| 5835 | WISE WEALTH MANAGEMENT, LLC | NEW YORK | 133614 | $130.1M | 2 | 2026-03-31 | → |
| 5836 | HONDIUS CAPITAL MANAGEMENT, LP | NORWALK | 297991 | $129.9M | 6 | 2026-03-31 | → |
| 5837 | SOPHIS INVESTMENTS LLC | NEW YORK | 170391 | $129.9M | 5 | 2026-06-30 | → |
| 5838 | SAFE HARBOR FIDUCIARY, LLC | PENSACOLA | 169659 | $129.9M | 5 | 2026-03-31 | → |
| 5839 | PASQUA, THOMAS | PALM CITY | 139618 | $129.7M | 3 | 2026-02-28 | → |
| 5840 | MACLENDON WEALTH MANAGEMENT, LLC | DELRAY BEACH | 157819 | $129.6M | 3 | 2026-03-31 | → |
| 5841 | ANTONETTI CAPITAL MANAGEMENT, LLC | NAPLES | 156551 | $129.4M | 2 | 2026-02-28 | → |
| 5842 | SABER CAPITAL MANAGEMENT LLC | FUQUAY VARINA | 166103 | $129.3M | 2 | 2026-02-28 | → |
| 5843 | JN PRIVATE WEALTH MANAGEMENT LLC | COLUMBIA | 327975 | $129.3M | 3 | 2025-03-31 | → |
| 5844 | OBION CAPITAL MANAGEMENT LP | MIAMI | 329954 | $129.0M | 4 | 2026-03-31 | → |
| 5845 | RALICKI & COMPANY, P.A. | STUART | 141192 | $129.0M | 3 | 2026-03-31 | → |
| 5846 | MARIVA GLOBAL ASSET MANAGEMENT, LLC | MIAMI | 285674 | $129.0M | 5 | 2026-04-30 | → |
| 5847 | GORDON ASSET MANAGEMENT LLC | WEST PALM BEACH | 137136 | $128.9M | 3 | 2026-02-28 | → |
| 5848 | COLCHESTER INVESTMENT COUNSEL LLC | RIDGEFIELD | 126805 | $128.9M | 3 | 2026-03-31 | → |
| 5849 | ISF GLOBAL CAPITAL INC. | ORLANDO | 340592 | $128.7M | 4 | 2026-06-30 | → |
| 5850 | HUDSON HERITAGE CAPITAL MANAGEMENT, INC. | CROTON-ON-HUDSON | 44357 | $128.7M | 12 | 2026-03-31 | → |
| 5851 | CATUM ADVISORY GROUP, LLC. | WILTON | 277148 | $128.6M | 4 | 2026-03-31 | → |
| 5852 | MULLINS INVESTMENT SERVICES, LLC | CULPEPER | 155899 | $128.4M | 2 | 2025-10-31 | → |
| 5853 | ST. JOHN & ASSOCIATES, INC. | ROSWELL | 124778 | $128.4M | 6 | 2026-03-31 | → |
| 5854 | RM ADVISER, LLC | ORLANDO | 283877 | $128.3M | 4 | 2026-03-31 | → |
| 5855 | NETWORTH FINANCIAL SERVICES, LLC | JOHNS CREEK | 126666 | $128.1M | 5 | 2026-03-31 | → |
| 5856 | THE MARIN GROUP INC. | ATLANTA | 125217 | $128.1M | 2 | 2026-06-30 | → |
| 5857 | SECOND HALF FINANCIAL PARTNERS, LLC | SEBRING | 163454 | $128.0M | 5 | 2026-04-30 | → |
| 5858 | BREAKWATER FINANCIAL, LLC | NEEDHAM | 282401 | $127.9M | 1 | 2026-02-28 | → |
| 5859 | COVE VIEW INVESTMENT PARTNERS, LLC | OLD GREENWICH | 339631 | $127.8M | 3 | 2026-05-31 | → |
| 5860 | KALEEL INVESTMENT ADVISORS, LLC | BOSTON | 131216 | $127.6M | 2 | 2026-03-31 | → |
| 5861 | ALIGN ADVISOR GROUP, LLC | VINELAND | 336638 | $127.5M | 2 | 2026-03-31 | → |
| 5862 | CITIGROUP ALTERNATIVE INVESTMENTS LLC | NEW YORK | 119537 | $127.4M | 15 | 2026-06-30 | → |
| 5863 | MOORE FINANCIAL ADVISORS, LTD. | BELMONT | 130421 | $127.2M | 4 | 2026-04-30 | → |
| 5864 | ASHWOOD ADVISORS, LLC | MEDFIELD | 128811 | $126.9M | 3 | 2026-06-30 | → |
| 5865 | DUKE FUNDING MANAGEMENT, L.L.C. | OLD GREENWICH | 117590 | $126.9M | 164 | 2026-03-31 | → |
| 5866 | ADVR, INC | CHARLESTON | 318823 | $126.8M | 12 | 2026-03-31 | → |
| 5867 | BONE FIDE WEALTH, LLC | NEW YORK | 301066 | $126.7M | 4 | 2026-03-31 | → |
| 5868 | ACTS FINANCIAL ADVISORS, LLC | MCLEAN | 325930 | $126.5M | 2 | 2026-03-31 | → |
| 5869 | TWIN GRYPHON ADVISORS LLC | MARSHFIELD | 297264 | $126.5M | 4 | 2026-03-31 | → |
| 5870 | WALLICK INVESTMENTS, LLC | COLUMBIA | 162976 | $126.5M | 5 | 2026-02-28 | → |
| 5871 | P&A CAPITAL ADVISORS, INC. | NEW YORK | 111731 | $126.4M | 10 | 2026-03-31 | → |
| 5872 | THE ADVISORY FIRM | ALPHARETTA | 139125 | $126.4M | 1 | 2026-06-30 | → |
| 5873 | PREMIER PRIVATE WEALTH MANAGEMENT, LLC | PALM HARBOR | 331860 | $126.3M | 4 | 2026-02-28 | → |
| 5874 | LESTE USA, LLC | MIAMI | 301289 | $126.3M | 12 | 2026-06-30 | → |
| 5875 | OAK STREET ADVISORS INC | MYRTLE BEACH | 139400 | $126.2M | 2 | 2026-05-31 | → |
| 5876 | VIP PLANNERS, INC. | ROANOKE | 111946 | $126.2M | 4 | 2026-03-31 | → |
| 5877 | ADIRONDACK RESEARCH & MANAGEMENT INC. | GUILDERLAND | 130987 | $126.1M | 4 | 2026-03-31 | → |
| 5878 | VIP WEALTH ADVISORS LLC | DECATUR | 335528 | $126.1M | 1 | 2026-03-31 | → |
| 5879 | LIVE OAK MANAGEMENT GROUP, LLC | BLUFFTON | 287840 | $126.0M | 4 | 2026-05-31 | → |
| 5880 | REALITY FINANCIAL PLANNING SERVICES, LLC | SARASOTA | 143352 | $125.9M | 2 | 2026-03-31 | → |
| 5881 | SUNDIAL WEALTH LLC | BOCA RATON | 321900 | $125.8M | 3 | 2026-01-31 | → |
| 5882 | LIONTREE PARTNERS LLC | NEW YORK | 289817 | $125.5M | 30 | 2026-05-31 | → |
| 5883 | BERKELEY ADVISORS, INC. | ATLANTA | 134455 | $125.3M | 2 | 2026-02-28 | → |
| 5884 | MAYTAL ASSET MANAGEMENT LLC | WHITE PLAINS | 168812 | $125.3M | 1 | 2026-02-28 | → |
| 5885 | BLUE CURVE ADVISORY, LLC | TOWSON | 333724 | $125.2M | 8 | 2026-03-31 | → |
| 5886 | MAR WEALTH MANAGEMENT SERVICES, LLC | WEST PALM BEACH | 167335 | $125.1M | 3 | 2026-06-30 | → |
| 5887 | WILSON GROUP FINANCIAL MANAGEMENT, LLC | ORLANDO | 339651 | $125.1M | 9 | 2026-05-31 | → |
| 5888 | PARADOXIOM CAPITAL LP | STAMFORD | 330671 | $125.0M | 3 | 2026-01-31 | → |
| 5889 | DOXARA CAPITAL LP | JACKSONVILLE | 339621 | $125.0M | 3 | 2026-02-28 | → |
| 5890 | ATERNALIS CAPITAL LLC | NEW YORK | 174753 | $125.0M | 1 | 2024-12-31 | → |
| 5891 | CARBONADO CAPITAL LLC | NEW YORK | 174455 | $125.0M | 1 | 2024-12-31 | → |
| 5892 | STEVEN CHARLES CAPITAL LTD | ROCHESTER | 104814 | $125.0M | 2 | 2025-06-30 | → |
| 5893 | TIDEHAVEN WEALTH, LLC | MOUNT PLEASANT | 281814 | $125.0M | 2 | 2026-03-31 | → |
| 5894 | HIGHER MOMENT CAPITAL LLC | CAMBRIDGE | 159775 | $125.0M | 4 | 2024-12-31 | → |
| 5895 | NORTH COUNTRY INVESTMENT ADVISERS, INC. | GLENS FALLS | 112554 | $124.9M | 6 | 2025-03-31 | → |
| 5896 | LANDMARK INVESTMENT PARTNERS, L.P. | WEST PALM BEACH | 329543 | $124.9M | 5 | 2026-03-31 | → |
| 5897 | SUMMIT FINANCIAL PARTNERS, INC. | GLEN ALLEN | 117749 | $124.5M | 2 | 2025-11-30 | → |
| 5898 | CB CAPITAL LLC | NORTH SMITHFIELD | 300200 | $124.5M | 1 | 2026-06-30 | → |
| 5899 | FORTIS PRIVATE WEALTH ADVISORS, LLC | MIAMI | 304494 | $124.4M | 3 | 2026-03-31 | → |
| 5900 | CORAL WEALTH MANAGEMENT, LLC | MIAMI | 307117 | $124.3M | 2 | 2026-06-30 | → |
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