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 | |
|---|---|---|---|---|---|---|---|
| 5901 | RILEX CAPITAL LLC | MANASQUAN | 309783 | $124.3M | 1 | 2026-05-31 | → |
| 5902 | OAKMONT WEALTH ADVISORY, LLC | COLUMBIA | 299021 | $124.2M | 3 | 2026-03-31 | → |
| 5903 | MERRYFIELD BARNES, LLC | ITHACA | 159862 | $124.2M | 4 | 2026-03-31 | → |
| 5904 | CARDEA CAPITAL ADVISORS, LLC | VERO BEACH | 307600 | $124.2M | 9 | 2026-06-30 | → |
| 5905 | T.R.U.E. COASTAL CAPITAL, LLC | SAVANNAH | 281556 | $124.1M | 4 | 2026-03-31 | → |
| 5906 | JMH WEALTH MANAGEMENT, LLC | HANOVER | 139294 | $124.1M | 3 | 2026-05-31 | → |
| 5907 | EAGLE POINT ENHANCED INCOME MANAGEMENT LLC | GREENWICH | 327357 | $124.1M | 90 | 2026-03-31 | → |
| 5908 | BROOKLAWN CAPITAL ADVISORS LLC | NEW YORK | 287796 | $124.0M | 1 | 2026-03-31 | → |
| 5909 | AGILIS INVESTMENT MANAGEMENT LLC | WILTON | 336358 | $123.8M | 4 | 2026-05-31 | → |
| 5910 | TQM WEALTH PARTNERS, LLC | MARBLEHEAD | 282979 | $123.7M | 4 | 2026-05-31 | → |
| 5911 | KUCHARO WEALTH, LLC | CHARLOTTE | 329601 | $123.7M | 2 | 2026-05-31 | → |
| 5912 | FITZWILLIAMS WEALTH MANAGEMENT INC. | CHESAPEAKE | 312192 | $123.5M | 13 | 2026-03-31 | → |
| 5913 | IDEAL RETIREMENT SOLUTIONS, LLC | PORT CHARLOTTE | 333393 | $123.5M | 8 | 2026-04-30 | → |
| 5914 | INVESTMENT MANAGEMENT TRUST, LLC | FITCHBURG | 129456 | $123.5M | 1 | 2026-03-31 | → |
| 5915 | IBS CAPITAL LLC | MEDFIELD | 160585 | $123.0M | 4 | 2026-04-30 | → |
| 5916 | VALLIANCE ASSET MANAGEMENT LLC | NEW YORK | 329927 | $123.0M | 1 | 2026-04-30 | → |
| 5917 | ARKHOUSE MANAGEMENT CO. LP | NEW YORK | 325180 | $122.9M | 6 | 2026-06-30 | → |
| 5918 | RALL CAPITAL MANAGEMENT, INC. | ROCKLEDGE | 132827 | $122.7M | 3 | 2026-03-31 | → |
| 5919 | TC FINANCIAL MANAGEMENT, CO. INC. | MARGATE CITY | 128967 | $122.7M | 5 | 2026-01-31 | → |
| 5920 | WASSAW SOUND MANAGEMENT, LLC | SAVANNAH | 299164 | $122.7M | 3 | 2026-03-31 | → |
| 5921 | KAHN FINANCIAL GROUP, INC. | CLEARWATER | 134802 | $122.6M | 2 | 2026-03-31 | → |
| 5922 | ALPHABOND LLC | PALM BEACH | 336339 | $122.6M | 3 | 2026-03-31 | → |
| 5923 | LIONSBRIDGE WEALTH MANAGEMENT LLC | JACKSONVILLE BEACH | 149019 | $122.4M | 3 | 2026-04-30 | → |
| 5924 | PEGASUS FINANCIAL GROUP LLC | CHANTILLY | 145127 | $122.3M | 4 | 2026-05-31 | → |
| 5925 | FSC WEALTH ADVISORS, LLC | FISHKILL | 154382 | $122.3M | 5 | 2026-03-31 | → |
| 5926 | CONDON WEALTH MANAGEMENT, INC. | PLYMOUTH | 128409 | $122.1M | 4 | 2026-05-31 | → |
| 5927 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | CORAL GABLES | 144601 | $121.9M | 17 | 2025-10-31 | → |
| 5928 | TOLLEY FINANCIAL GROUP, LLC | RALEIGH | 302115 | $121.9M | 1 | 2026-04-30 | → |
| 5929 | CLIO ASSET MANAGEMENT LLC | CHARLOTTESVILLE | 298041 | $121.8M | 1 | 2026-05-31 | → |
| 5930 | ARBALPHA CAPITAL, LLC | MIAMI | 327158 | $121.6M | 2 | 2026-03-31 | → |
| 5931 | BOSTON PORTFOLIO ADVISERS, LLC | BOSTON | 172374 | $121.5M | 3 | 2026-04-30 | → |
| 5932 | GIRA & GIRA INVESTMENT ADVISORS LLC | HARRISONBURG | 167813 | $121.4M | 2 | 2026-04-30 | → |
| 5933 | CONNECTIVE PORTFOLIO MANAGEMENT, LLC | NEW YORK | 297755 | $121.3M | 2 | 2026-02-28 | → |
| 5934 | WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY | BEDMINSTER | 279034 | $121.3M | 3 | 2026-06-30 | → |
| 5935 | THE CERATO GROUP LLC | NASHUA | 299174 | $121.3M | 3 | 2025-04-30 | → |
| 5936 | STRICKLAND DAVIS ADVISORS LLC | MARIETTA | 126538 | $121.3M | 3 | 2026-03-31 | → |
| 5937 | RESNICK WEALTH ALLIANCE, LLC | PALM BEACH GARDENS | 316188 | $121.1M | 2 | 2026-05-31 | → |
| 5938 | WEST FINANCIAL STRATEGIES, INC. | SANFORD | 118241 | $121.0M | 3 | 2026-05-31 | → |
| 5939 | JBGLOBAL.COM LLC | NEW YORK | 119111 | $120.9M | 1 | 2026-01-31 | → |
| 5940 | HUTCHINSON FINANCIAL ADVISORS, INC | GLEN ALLEN | 116062 | $120.9M | 4 | 2025-05-31 | → |
| 5941 | CRAFT ASSET MANAGEMENT LLC | TAMPA | 289557 | $120.8M | 7 | 2026-05-31 | → |
| 5942 | WOMEN'S WEALTH ADVISOR | CHESTER | 317291 | $120.8M | 12 | 2026-04-30 | → |
| 5943 | MONTCHANIN ASSET MANAGEMENT, LLC | MONTCHANIN | 304367 | $120.8M | 1 | 2026-03-31 | → |
| 5944 | EMERALD ASSET MANAGEMENT, INC. | ROCKY MOUNT | 174691 | $120.8M | 2 | 2026-03-31 | → |
| 5945 | WRIGHT COVE CAPITAL, LLC | PORTLAND | 307252 | $120.7M | 2 | 2026-01-31 | → |
| 5946 | DAVIVIENDA INVESTMENT ADVISOR USA LLC | MIAMI | 319755 | $120.2M | 8 | 2026-06-30 | → |
| 5947 | AMERICAN WEALTH ADVISORS, LLC | JOHNS CREEK | 145791 | $120.2M | 3 | 2026-03-31 | → |
| 5948 | MARATHON PARTNERS EQUITY MANAGEMENT, LLC | NEW YORK | 161095 | $120.1M | 3 | 2026-06-30 | → |
| 5949 | PINETREE ADVISORS CORP. | MIAMI | 299275 | $120.0M | 2 | 2026-06-30 | → |
| 5950 | BRICKELL KEY ASSET MANAGEMENT LLC | CHARLESTON | 295209 | $119.9M | 4 | 2026-03-31 | → |
| 5951 | ALTMAN INVESTMENT MANAGEMENT LLC | PRINCETON | 113832 | $119.9M | 5 | 2026-03-31 | → |
| 5952 | 1650 WEALTH MANAGEMENT, LLC | LIGHTHOUSE POINT | 152985 | $119.7M | 1 | 2026-03-31 | → |
| 5953 | MONEY MANAGEMENT CONCEPTS, INC. | MELBOURNE | 111485 | $119.6M | 2 | 2026-02-28 | → |
| 5954 | HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC | CARY | 323171 | $119.6M | 4 | 2026-02-28 | → |
| 5955 | SENTARA CAPITAL LLC | MARIETTA | 161132 | $119.6M | 3 | 2026-02-28 | → |
| 5956 | FINLEY WEALTH MANAGEMENT, LLC | ESTERO | 142776 | $119.5M | 3 | 2025-07-31 | → |
| 5957 | ABACUS CAPITAL ADVISORS LLC | PLANTATION | 309295 | $119.5M | 3 | 2026-03-31 | → |
| 5958 | CMC FINANCIAL GROUP, LLC | ATLANTA | 292413 | $119.3M | 4 | 2026-03-31 | → |
| 5959 | RHEECO, INC. | NATICK | 301106 | $119.2M | 4 | 2026-02-28 | → |
| 5960 | GREENPORT CAPITAL ADVISORS, LLC | MARLBOROUGH | 205511 | $119.2M | 2 | 2026-06-30 | → |
| 5961 | EXCEED ADVISORY LLC | NEW YORK | 170403 | $119.2M | 3 | 2026-02-28 | → |
| 5962 | WEALTH COACH LLC | BROOKLYN | 170886 | $119.1M | 3 | 2026-06-30 | → |
| 5963 | SULLIVAN FINANCIAL, LLC | ESSEX | 121371 | $119.1M | 4 | 2026-03-31 | → |
| 5964 | WASHINGTON FINANCIAL GROUP, INC. | OSTERVILLE | 132369 | $119.0M | 2 | 2026-06-30 | → |
| 5965 | KAILIX ADVISORS LLC | AVENTURA | 311094 | $119.0M | 1 | 2026-02-28 | → |
| 5966 | INTELLICAPITAL ADVISORS LLC | PONTE VEDRA | 316908 | $118.9M | 3 | 2026-02-28 | → |
| 5967 | SAVVY LABS INC | NEW YORK | 322453 | $118.9M | 14 | 2026-03-31 | → |
| 5968 | CHARMARLINE WEALTH MANAGEMENT LLC | LYNCHBURG | 336719 | $118.8M | 1 | 2026-02-28 | → |
| 5969 | BRUCKMANN, ROSSER, SHERRILL & CO., MANAGEMENT, L.P. | NEW YORK | 156881 | $118.7M | 7 | 2026-03-31 | → |
| 5970 | HMS FINANCIAL SERVICES, LLC | COLUMBIA | 131569 | $118.5M | 1 | 2026-03-31 | → |
| 5971 | SANDHILL WEALTH MANAGEMENT, INC. | WINTER PARK | 291649 | $118.5M | 2 | 2026-03-31 | → |
| 5972 | THE FINANCIAL DISCOVERY GROUP,INC. | ATLANTA | 125383 | $118.3M | 3 | 2026-03-31 | → |
| 5973 | TONE CAPITAL, LLC | RICHMOND | 285622 | $118.3M | 4 | 2026-03-31 | → |
| 5974 | TRG CAPITAL MANAGEMENT INCORPORATED | RALEIGH | 146674 | $118.2M | 5 | 2026-06-30 | → |
| 5975 | CS ADVISORS INC. | BOCA RATON | 130729 | $118.0M | 3 | 2026-02-28 | → |
| 5976 | CORNERSTONE FINANCIAL MANAGEMENT, LLC | ATLANTA | 125494 | $118.0M | 3 | 2026-06-30 | → |
| 5977 | YG PARTNERS, LLC | NEW YORK | 168677 | $118.0M | 5 | 2024-12-31 | → |
| 5978 | SOUTH SHORE INVESTMENT SERVICES LLC | NORWELL | 311450 | $117.9M | 5 | 2026-03-31 | → |
| 5979 | AEM ASSET MANAGEMENT, LLC | SOMERSET | 310360 | $117.9M | 2 | 2026-03-31 | → |
| 5980 | HUNT INVESTMENT MANAGEMENT, LLC | NEW YORK | 151744 | $117.7M | 22 | 2026-04-30 | → |
| 5981 | CIRO CAPITAL LLC | JERSEY CITY | 329576 | $117.4M | 2 | 2026-05-31 | → |
| 5982 | FORT HARRIS CONSULTING, INC. | ROSWELL | 286379 | $117.4M | 6 | 2025-05-31 | → |
| 5983 | COVALENT PARTNERS LLC | CONCORD | 140494 | $117.3M | 4 | 2026-03-31 | → |
| 5984 | BUCKRAM SECURITIES LTD | LOCUST VALLEY | 126976 | $117.3M | 3 | 2026-02-28 | → |
| 5985 | SEA HUNTER CAPITAL LLC | PALM BEACH GARDENS | 287710 | $117.2M | 5 | 2026-04-30 | → |
| 5986 | DUNHAM LANE CAPITAL PARTNERS LLC | GREENWICH | 283276 | $117.2M | 2 | 2026-03-31 | → |
| 5987 | SULZBERGER CAPITAL ADVISORS, INC. | MIAMI | 174673 | $117.1M | 2 | 2026-05-31 | → |
| 5988 | BH ASSET MANAGEMENT, LLC | NEW YORK | 152117 | $117.0M | 2 | 2025-04-30 | → |
| 5989 | NEW SUMMIT INVESTMENTS LLC | MANCHESTER | 285219 | $117.0M | 10 | 2025-03-31 | → |
| 5990 | GEORGIA ADVISORY GROUP LLC | ALPHARETTA | 306815 | $117.0M | 2 | 2026-06-30 | → |
| 5991 | GREENLINE WEALTH MANAGEMENT LLC | BOCA RATON | 298397 | $117.0M | 6 | 2026-04-30 | → |
| 5992 | RIP ROAD CAPITAL PARTNERS LP | BOSTON | 297998 | $116.8M | 4 | 2025-03-31 | → |
| 5993 | ALSWORTH CAPITAL MANAGEMENT, LLC | CORNING | 281417 | $116.7M | 8 | 2026-03-31 | → |
| 5994 | HAYES ASSET MANAGEMENT, LLC | ROCHESTER | 141220 | $116.6M | 4 | 2026-03-31 | → |
| 5995 | DYNAMIC TRADING MANAGEMENT, LLC. | WHITE PLAINS | 142638 | $116.6M | 3 | 2026-03-31 | → |
| 5996 | VOLK FINANCIAL LLC | FALMOUTH | 311679 | $116.5M | 3 | 2026-05-31 | → |
| 5997 | STURMAN WEALTH ADVISORS, LLC | CHARLOTTESVILLE | 331560 | $116.4M | 2 | 2026-02-28 | → |
| 5998 | FIRST LIGHT WEALTH ADVISORS, LLC | LITTLE FALLS | 291214 | $116.3M | 4 | 2026-04-30 | → |
| 5999 | SERONE CAPITAL MANAGEMENT LLC | NEW YORK | 338114 | $116.1M | 3 | 2026-04-30 | → |
| 6000 | MPM ADVISORS GROUP LLC | LIVERPOOL | 335595 | $116.1M | 3 | 2026-01-31 | → |
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