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 | |
|---|---|---|---|---|---|---|---|
| 6001 | GEF MANAGEMENT CORPORATION | BETHESDA | 107208 | $116.0M | 3 | 2026-03-31 | → |
| 6002 | FINHABITS ADVISORS, LLC | NEW YORK | 210522 | $116.0M | 11 | 2026-03-31 | → |
| 6003 | PORTFOLIO ADVISORY GROUP, INC. | ALEXANDRIA | 116011 | $115.8M | 2 | 2026-03-31 | → |
| 6004 | FIRST GEORGETOWN SECURITIES, INC. | ALEXANDRIA | 5871 | $115.7M | 4 | 2026-06-30 | → |
| 6005 | MCCORMACK FINANCIAL PLANNING INC. | ATLANTA | 136857 | $115.7M | 3 | 2026-02-28 | → |
| 6006 | REES WEALTH MANAGEMENT, LLC | SARASOTA | 335458 | $115.7M | 2 | 2026-03-31 | → |
| 6007 | RISK PARADIGM GROUP, LLC | BURLINGTON | 155870 | $115.6M | 7 | 2026-03-31 | → |
| 6008 | PALANTE WEALTH ADVISORS, LLC | PENNINGTON | 175298 | $115.5M | 5 | 2026-06-30 | → |
| 6009 | BEYOND YOUR HAMMOCK LLC | BOSTON | 168738 | $115.4M | 3 | 2026-06-30 | → |
| 6010 | ZENITH ADVISORY GROUP, LLC | THE VILLAGES | 321689 | $115.4M | 4 | 2026-02-28 | → |
| 6011 | 1818 PRIVATE CLIENT GROUP, LLC | AVENTURA | 304110 | $115.4M | 3 | 2026-01-31 | → |
| 6012 | RIDGELINE PRODUCTIONS LLC | NEW YORK | 315118 | $115.4M | 4 | 2026-03-31 | → |
| 6013 | KUTZ AND COMPANY INC. | GREAT NECK | 124722 | $115.4M | 2 | 2026-03-31 | → |
| 6014 | PASSPORT WEALTH MANAGEMENT LLC | CORNELIUS | 297449 | $115.3M | 3 | 2026-02-28 | → |
| 6015 | BREAKLINE CAPITAL LLC | NEW YORK | 288323 | $115.2M | 2 | 2024-12-31 | → |
| 6016 | UYANA PARTNERS LLC | MIAMI | 300280 | $115.0M | 8 | 2026-04-30 | → |
| 6017 | STRATEGIC FORESIGHT INVESTMENTS LLC | WILMINGTON | 164744 | $115.0M | 2 | 2026-02-28 | → |
| 6018 | LIGHTEDWAY ADVISORY SERVICES, INC. | HARRISON | 312712 | $115.0M | 1 | 2026-02-28 | → |
| 6019 | GRITSTONE ASSET MANAGEMENT LLC | BETHESDA | 298500 | $114.9M | 4 | 2026-03-31 | → |
| 6020 | METIS WEALTH MANAGEMENT & PLANNING LLC | BLUFFTON | 305086 | $114.9M | 2 | 2026-01-31 | → |
| 6021 | FUTURA ASSET ADVISORS LLC | CORAL GABLES | 136285 | $114.8M | 1 | 2026-04-30 | → |
| 6022 | HATTERAS INVESTMENT PARTNERS, LP | RALEIGH | 170628 | $114.8M | 9 | 2026-03-31 | → |
| 6023 | ALPINE HILL ADVISORS LLC | WESTPORT | 325412 | $114.5M | 4 | 2026-03-31 | → |
| 6024 | HOLDUN FAMILY OFFICE LLC | MIAMI | 300709 | $114.5M | 4 | 2025-02-28 | → |
| 6025 | ENGLESON & ASSOCIATES, INC. | ROCHESTER | 126349 | $114.5M | 4 | 2026-03-31 | → |
| 6026 | SERA CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY | ANNAPOLIS | 120896 | $114.3M | 5 | 2026-06-30 | → |
| 6027 | DARDANELLES CAPITAL LP | BOSTON | 323067 | $114.2M | 3 | 2026-03-31 | → |
| 6028 | CONCOURSE CAPITAL MANAGEMENT, LLC | ATLANTA | 160182 | $114.1M | 9 | 2024-12-31 | → |
| 6029 | FIDUCIARY WEALTH ADVISORS, LLC | SARASOTA | 170709 | $114.1M | 1 | 2025-02-28 | → |
| 6030 | POINT B PLANNING, LLC | KATONAH | 172961 | $113.9M | 3 | 2026-03-31 | → |
| 6031 | COMMON CENTS WEALTH MANAGEMENT, LLC | PEMBROKE PINES | 153074 | $113.7M | 2 | 2026-06-30 | → |
| 6032 | BURNE FINANCIAL CONCEPTS, LLC | WATERTOWN | 293013 | $113.7M | 1 | 2026-01-31 | → |
| 6033 | SIGNAL RIDGE CAPITAL PARTNERS, LLC | FRAMINGHAM | 167576 | $113.6M | 4 | 2026-03-31 | → |
| 6034 | COMPASS PRIVATE WEALTH GROUP LLC | SHORT HILLS | 316785 | $113.3M | 3 | 2026-06-30 | → |
| 6035 | VELTRIA ADVISORS CORP. | MIAMI | 189514 | $113.2M | 6 | 2026-03-31 | → |
| 6036 | MK3 WEALTH LLC | CHERRY HILL | 305760 | $113.1M | 3 | 2026-06-30 | → |
| 6037 | OXFORD PLANNING GROUP, LLC | WOODSTOCK | 286017 | $112.9M | 3 | 2026-06-30 | → |
| 6038 | DELGADO WEALTH MANAGEMENT, LLC | ORLANDO | 305721 | $112.9M | 3 | 2026-06-30 | → |
| 6039 | MUNICIPAL ASSET MANAGEMENT INC | RYE BROOK | 108320 | $112.8M | 3 | 2026-03-31 | → |
| 6040 | INFINITE GIVING ADVISORY SERVICES, INC. | ATLANTA | 315935 | $112.8M | 10 | 2026-05-31 | → |
| 6041 | 33 CAPITAL MANAGEMENT LLC | GREENWICH | 326780 | $112.7M | 11 | 2026-03-31 | → |
| 6042 | GASSMAN FINANCIAL LLC | SALEM | 317204 | $112.6M | 2 | 2026-03-31 | → |
| 6043 | EVERGREEN WEALTH ADVISORS | RALEIGH | 326535 | $112.5M | 18 | 2026-03-31 | → |
| 6044 | ABBONDANDOLO WEALTH MANAGEMENT CORP | GLEN COVE | 168081 | $112.5M | 1 | 2026-01-31 | → |
| 6045 | BCK CAPITAL MANAGEMENT LP | STAMFORD | 282798 | $112.4M | 5 | 2026-03-31 | → |
| 6046 | ARIA WEALTH PARTNERS, LLC | CHARLOTTESVILLE | 334270 | $112.3M | 3 | 2026-03-31 | → |
| 6047 | LEEB CAPITAL MANAGEMENT, INC. | NEW YORK | 104793 | $111.9M | 8 | 2026-05-31 | → |
| 6048 | BALLAST EQUITY PARTNERS MANAGEMENT COMPANY, LLC | PROVIDENCE | 330189 | $111.9M | 5 | 2026-05-31 | → |
| 6049 | CHARMARLINE WEALTH MANAGEMENT LLC | LYNCHBURG | 152697 | $111.9M | 1 | 2025-06-30 | → |
| 6050 | CALEO CAPITAL N.A. LLC | PONTE VEDRA | 308542 | $111.8M | 5 | 2026-04-30 | → |
| 6051 | GLOBAL OPPORTUNE INVESTMENTS LLC | MIAMI | 319494 | $111.3M | 3 | 2026-04-30 | → |
| 6052 | THE QUICK GROUP LLC | NEW YORK | 334472 | $111.3M | 3 | 2026-02-28 | → |
| 6053 | BELLEAIR WEALTH MANAGEMENT, LLC | BELLEAIR BLUFFS | 131666 | $111.2M | 6 | 2026-03-31 | → |
| 6054 | FULLY FINANCIAL, LLC | ATHENS | 326015 | $111.1M | 3 | 2026-06-30 | → |
| 6055 | GOLDEN YEARS ADVISORY, LLC | DULUTH | 151640 | $111.1M | 2 | 2026-02-28 | → |
| 6056 | SUMMIT PLANNING GROUP, INC. | E. SYRACUSE | 125994 | $111.0M | 4 | 2026-03-31 | → |
| 6057 | DUMONT GLOBAL LP | NEW YORK | 305883 | $111.0M | 0 | 2026-03-31 | → |
| 6058 | SEACREST INVESTMENT MANAGEMENT, LLC | PURCHASE | 143670 | $110.9M | 3 | 2026-02-28 | → |
| 6059 | FOX FINANCIAL SERVICES, INC. | WHITE PLAINS | 112506 | $110.9M | 1 | 2026-02-28 | → |
| 6060 | ADVANCED WEALTH MANAGEMENT, LLC | SARASOTA | 284438 | $110.7M | 4 | 2026-06-30 | → |
| 6061 | TENGRAM CAPITAL PARTNERS L.P. | WESTPORT | 166930 | $110.7M | 7 | 2026-03-31 | → |
| 6062 | WINDWARD MANAGEMENT LP | MIAMI BEACH | 316224 | $110.5M | 3 | 2025-03-31 | → |
| 6063 | REH WEALTH ADVISORS LLC | RALEIGH | 153826 | $110.5M | 1 | 2026-01-31 | → |
| 6064 | THE TURLINGTON GROUP, INC. | RALEIGH | 317324 | $110.5M | 2 | 2026-03-31 | → |
| 6065 | MUSSETT WEALTH MANAGEMENT, LLC | RENSSELAER | 158463 | $110.4M | 2 | 2026-03-31 | → |
| 6066 | QUINT WEALTH MANAGEMENT, INC. | WAPPINGERS FALLS | 168463 | $110.4M | 9 | 2026-05-31 | → |
| 6067 | GENEROUSWEALTH, LLC | SUMMERVILLE | 308263 | $110.4M | 3 | 2026-04-30 | → |
| 6068 | CHARLES RIVER WEALTH MANAGEMENT, LLC | BURLINGTON | 288017 | $110.3M | 1 | 2026-04-30 | → |
| 6069 | AIGEN INVESTMENT MANAGEMENT, LP | NEW YORK CITY | 297391 | $110.3M | 9 | 2026-03-31 | → |
| 6070 | CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC | GARDEN CITY | 115122 | $110.3M | 14 | 2026-03-31 | → |
| 6071 | MUIRFIELD CAPITAL GLOBAL ADVISORS LLC | PALM BEACH | 287547 | $110.2M | 3 | 2026-05-31 | → |
| 6072 | SERVATUS CAPITAL, LLC | NAPLES | 311428 | $110.1M | 2 | 2026-03-31 | → |
| 6073 | MEADOWBROOK WEALTH MANAGEMENT, LLC | GARDEN CITY | 110508 | $110.1M | 2 | 2026-04-30 | → |
| 6074 | BENTHAM WEALTH ADVISORS INC | WILLIAMSVILLE | 332035 | $110.1M | 2 | 2026-03-31 | → |
| 6075 | O.F.O. PARTNERS, LLC | HINGHAM | 297424 | $110.0M | 3 | 2026-04-30 | → |
| 6076 | PEAKSHARES LLC | TAMPA | 329193 | $110.0M | 4 | 2026-03-31 | → |
| 6077 | PRIVATE CLIENT ADVISOR GROUP, LLC | PALM CITY | 330038 | $110.0M | 6 | 2026-02-28 | → |
| 6078 | OLDFIELD WEALTH PARTNERS LLC | BANGOR | 332765 | $110.0M | 1 | 2026-04-30 | → |
| 6079 | RENAISSANCE WEALTH ADVISORS, LLC | NEWTON | 300007 | $109.9M | 2 | 2026-04-30 | → |
| 6080 | QUABBIN ADVISORS, LLC | AMHERST | 160019 | $109.8M | 1 | 2026-06-30 | → |
| 6081 | JAKE CARRIS FINANCIAL PLANNING, LLC | ORLANDO | 290061 | $109.7M | 1 | 2026-03-31 | → |
| 6082 | CAPSTONE WEALTH MANAGEMENT CORP. | LAKELAND | 165359 | $109.4M | 5 | 2026-03-31 | → |
| 6083 | WEALTHSHAPE LLC | WINDSOR | 226733 | $109.4M | 1 | 2026-03-31 | → |
| 6084 | ALPHA FINANCIAL MANAGEMENT, INC. | SAVANNAH | 125800 | $109.4M | 4 | 2026-04-30 | → |
| 6085 | INGRAM ADVISORY SERVICES, LLC | WINTER HAVEN | 123508 | $109.3M | 2 | 2026-02-28 | → |
| 6086 | GARDEN STATE RETIREMENT SPECIALISTS, LLC | RED BANK | 128414 | $109.3M | 3 | 2026-02-28 | → |
| 6087 | ASPIRE ADVISORS, LLC | NORTH WHITE PLAINS | 150652 | $109.2M | 8 | 2026-03-31 | → |
| 6088 | ARCH PARTNERS WEALTH MANAGEMENT, INC. | WATKINSVILLE | 123735 | $109.2M | 3 | 2026-01-31 | → |
| 6089 | RLJ EQUITY PARTNERS, LLC | BETHESDA | 162006 | $109.1M | 3 | 2026-04-30 | → |
| 6090 | LYONS WEALTH MANAGEMENT, LLC | WINTER PARK | 150581 | $109.1M | 4 | 2026-04-30 | → |
| 6091 | PARTNERS CAPITAL SERVICES, INC. | HAUPPAUGE | 127621 | $109.1M | 18 | 2026-02-28 | → |
| 6092 | SKYPOINT CAPITAL ADVISORS, LLC | ATLANTA | 314979 | $109.0M | 1 | 2026-04-30 | → |
| 6093 | PLANNING SOLUTIONS INTERNATIONAL LLC | JACKSONVILLE | 300043 | $108.8M | 2 | 2026-03-31 | → |
| 6094 | CAPITAL ENDURANCE GROUP, INC | ALPHARETTA | 284793 | $108.8M | 3 | 2026-06-30 | → |
| 6095 | ISLET MANAGEMENT, LP | NEW YORK | 290576 | $108.8M | 4 | 2026-04-30 | → |
| 6096 | BLUE GRANITE CAPITAL, LLC | CHARLESTON | 125607 | $108.8M | 3 | 2026-03-31 | → |
| 6097 | A. J. PERRY & COMPANY, INC. | TOWSON | 107041 | $108.8M | 2 | 2026-02-28 | → |
| 6098 | NORTHBROOK FINANCIAL PLANNING LLC | BALTIMORE | 309060 | $108.8M | 8 | 2026-06-30 | → |
| 6099 | SOLARIA MANAGEMENT LP | CHATHAM | 325252 | $108.5M | 2 | 2025-02-28 | → |
| 6100 | PRIVACORE CAPITAL ADVISORS, LLC | NEW YORK | 330893 | $108.5M | 24 | 2026-02-28 | → |
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