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 | |
|---|---|---|---|---|---|---|---|
| 6101 | GREENBROOK MANAGEMENT, LLC | NEW YORK | 313632 | $108.5M | 10 | 2026-03-31 | → |
| 6102 | MONTELLO WEALTH MANAGEMENT, INC. | PALM BEACH GARDENS | 151058 | $108.4M | 1 | 2026-06-30 | → |
| 6103 | STANDARD PARTNERS LLC | BETHESDA | 167956 | $108.3M | 2 | 2026-03-31 | → |
| 6104 | PEAPOD LANE CAPITAL LLC | BEDFORD HILLS | 159963 | $108.2M | 3 | 2026-03-31 | → |
| 6105 | FEDERMANN FINANCIAL ADVISORS INC. | ROCKY POINT | 129975 | $108.2M | 3 | 2026-02-28 | → |
| 6106 | NEWMAN LADD CAPITAL ADVISORS, LLC. | CAMILLUS | 129860 | $108.1M | 2 | 2026-03-31 | → |
| 6107 | LAIDLAW WEALTH MANAGEMENT LLC | NEW YORK | 150040 | $108.1M | 13 | 2026-04-30 | → |
| 6108 | CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC | FAIR HAVEN | 107865 | $107.9M | 6 | 2026-03-31 | → |
| 6109 | SHANNON T. PITNER AND COMPANY | INDIALANTIC | 311853 | $107.9M | 2 | 2026-03-31 | → |
| 6110 | KORR ACQUISITIONS GROUP, INC. | WESTBURY | 242791 | $107.8M | 3 | 2025-04-30 | → |
| 6111 | XPS CAPITAL LLC | ARLINGTON | 311665 | $107.6M | 6 | 2026-05-31 | → |
| 6112 | RANDALL FINANCIAL GROUP, LLC | SMITHFILED | 134804 | $107.6M | 8 | 2026-06-30 | → |
| 6113 | IDLE HILL ADVISORS LLC | GREENVILLE | 317040 | $107.5M | 7 | 2026-06-30 | → |
| 6114 | THE FINANCIAL LEGACY GROUP, LLC | CHARLOTTE | 287632 | $107.3M | 3 | 2026-01-31 | → |
| 6115 | BETTER WAY LLC | BAL HARBOUR | 300305 | $107.3M | 2 | 2026-05-31 | → |
| 6116 | OMNITRUST WEALTH MANAGEMENT, INC. | JACKSONVILLE | 298025 | $107.2M | 1 | 2026-03-31 | → |
| 6117 | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC | ST. PETERSBURG | 329079 | $107.1M | 38 | 2026-06-30 | → |
| 6118 | KALAMATA ASSET MANAGEMENT LLC | BETHESDA | 284328 | $106.8M | 3 | 2026-03-31 | → |
| 6119 | EQV ADVISORY, LLC | RALEIGH | 338271 | $106.8M | 6 | 2026-01-31 | → |
| 6120 | STONEX INTERNATIONAL ADVISORS INC | MIAMI | 153799 | $106.7M | 15 | 2026-05-31 | → |
| 6121 | HORSE COVE PARTNERS LLC | ATLANTA | 172389 | $106.6M | 9 | 2026-03-31 | → |
| 6122 | COASTAL WEALTH ADVISORS, LLC | JOHNS ISLAND | 174574 | $106.6M | 2 | 2026-04-30 | → |
| 6123 | TOP PRIVATE WEALTH LLC | GLASTONBURY | 331000 | $106.5M | 2 | 2026-05-31 | → |
| 6124 | BERGAMOT ASSET MANAGEMENT LP | PRINCETON | 309424 | $106.5M | 8 | 2026-05-31 | → |
| 6125 | THAYER FINANCIAL, L.L.C. | HICKORY | 304729 | $106.4M | 3 | 2026-02-28 | → |
| 6126 | 1230 ADVISORS, LLC | POUND RIDGE | 312504 | $106.2M | 1 | 2026-01-31 | → |
| 6127 | STEWARD ADVISORS GROUP, LLC | HALFMOON | 321846 | $105.4M | 11 | 2026-03-31 | → |
| 6128 | WALLSTREETI.COM LLC. | NEW YORK | 123567 | $105.2M | 1 | 2026-03-31 | → |
| 6129 | INSTITUTIONAL INVESTMENT ADVISORS CORP | NEW YORK | 126055 | $105.2M | 3 | 2026-02-28 | → |
| 6130 | MD WEALTH ADVISORS INC | CRANFORD | 304595 | $105.2M | 1 | 2026-04-30 | → |
| 6131 | WEALTH ENGAGEMENT LLC | ATLANTA | 310438 | $105.0M | 3 | 2026-06-30 | → |
| 6132 | CLOUT CAPITAL INVESTMENT MANAGERS LLC | MIAMI | 327315 | $105.0M | 3 | 2026-04-30 | → |
| 6133 | KNOWN WEALTH LLC | NEW YORK | 321745 | $104.9M | 10 | 2025-10-31 | → |
| 6134 | E & R WEALTH MANAGEMENT, LLC | MOUNT PLEASANT | 171271 | $104.8M | 3 | 2026-03-31 | → |
| 6135 | V&V MANAGEMENT GROUP CORPORATION | MELVILLE | 287468 | $104.8M | 1 | 2026-02-28 | → |
| 6136 | PLUM POINTE WEALTH MANAGEMENT, LLC | PROVIDENCE | 332618 | $104.7M | 3 | 2026-05-31 | → |
| 6137 | CEDARVIEW CAPITAL MANAGEMENT, LP | WOODMERE | 136253 | $104.6M | 6 | 2026-03-31 | → |
| 6138 | CRUISER CAPITAL ADVISORS, LLC | STAMFORD | 168739 | $104.4M | 2 | 2026-03-31 | → |
| 6139 | MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY | PRINCETON | 297882 | $104.4M | 9 | 2026-06-30 | → |
| 6140 | ASSET PLANNING CORPORATION | W. PALM BEACH | 126242 | $104.4M | 5 | 2026-02-28 | → |
| 6141 | ALEXANDER CAPITAL ADVISORS, LLC | NEW CANAAN | 140508 | $104.2M | 3 | 2026-03-31 | → |
| 6142 | CARTER, TERRY & COMPANY, INC. | ATLANTA | 16365 | $104.0M | 33 | 2026-03-31 | → |
| 6143 | WAVELENGTH CAPITAL MANAGEMENT, LLC | WESTPORT | 167725 | $104.0M | 2 | 2026-02-28 | → |
| 6144 | FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC. | BETHEL | 113526 | $103.9M | 5 | 2025-08-31 | → |
| 6145 | EUROCAPITAL ADVISORS, INC | MIAMI | 126163 | $103.6M | 2 | 2026-03-31 | → |
| 6146 | SEASIDE WEALTH ADVISORS LLC | WILMINGTON | 327645 | $103.5M | 5 | 2026-03-31 | → |
| 6147 | BUTTERWORTH FINANCIAL LLC | DANVERS | 325026 | $103.3M | 1 | 2026-01-31 | → |
| 6148 | ALLRIDGE WEALTH MANAGEMENT, P.C. | ASHBURN | 117249 | $103.3M | 2 | 2026-03-31 | → |
| 6149 | INVICTUS TIMING SERVICE LTD | WESTBURY | 106372 | $103.0M | 1 | 2026-03-31 | → |
| 6150 | EAGLE CAPITAL ADVISORS, LLC | MIDDLEBURY | 173730 | $103.0M | 2 | 2026-06-30 | → |
| 6151 | TEMPLER WEALTH MANAGEMENT, LLC | VIENNA | 305972 | $102.9M | 1 | 2026-04-30 | → |
| 6152 | COAST CAPITAL MANAGEMENT, LP | NEW YORK | 289883 | $102.6M | 4 | 2026-03-31 | → |
| 6153 | VICTORY ASSET MANAGEMENT CO., INC. | MULLICA HILL | 107203 | $102.5M | 5 | 2026-03-31 | → |
| 6154 | ROCKY HILL ADVISORS INC. | PEABODY | 123242 | $102.4M | 2 | 2026-05-31 | → |
| 6155 | NEEDHAM R B ADVISORY CORP | NORTH ANDOVER | 105378 | $102.4M | 5 | 2026-03-31 | → |
| 6156 | HUNT CAPITAL MANAGEMENT, LLC | NEW YORK | 308017 | $102.0M | 22 | 2026-03-31 | → |
| 6157 | BALANCED WEALTH MANAGEMENT, LLC. | EAST GREENWICH | 174699 | $102.0M | 4 | 2026-04-30 | → |
| 6158 | APFORIA LTD | VIRGINIA BEACH | 327176 | $101.9M | 20 | 2026-04-30 | → |
| 6159 | ONEWELTH INC | NEW YORK | 325277 | $101.9M | 2 | 2026-03-31 | → |
| 6160 | CORNWALL CAPITAL MANAGEMENT LP | NEW YORK | 161451 | $101.8M | 6 | 2026-03-31 | → |
| 6161 | BLANTYRE CAPITAL US LLC | NEW YORK | 336308 | $101.6M | 8 | 2026-05-31 | → |
| 6162 | SEQUENTIS CAPITAL LLC | BOSTON | 298533 | $101.5M | 4 | 2026-05-31 | → |
| 6163 | TIA WEALTH MANAGEMENT LLC | NEWBURYPORT | 327402 | $101.5M | 3 | 2026-05-31 | → |
| 6164 | LAW FINANCE GROUP MANAGEMENT COMPANY | DELRAY BEACH | 174079 | $101.5M | 11 | 2025-03-31 | → |
| 6165 | INTEGRATIVE PLANNING, INC. | CORNELIUS | 336307 | $101.4M | 6 | 2026-03-31 | → |
| 6166 | MENDOZA PRIVATE WEALTH INC. | MIAMI | 329126 | $101.4M | 1 | 2026-03-31 | → |
| 6167 | BESPOKE INVESTMENT GROUP, LLC | HARRISON | 144080 | $101.3M | 6 | 2026-03-31 | → |
| 6168 | WELLS GLOBAL INVESTMENT ADVISERS LLC | WINTER HAVEN | 150139 | $101.3M | 3 | 2026-02-28 | → |
| 6169 | RGA INVESTMENT ADVISORS, LLC | GREAT NECK | 149171 | $101.1M | 4 | 2026-05-31 | → |
| 6170 | REPERTOIRE PARTNERS LP | NEW YORK | 316084 | $101.0M | 6 | 2025-03-31 | → |
| 6171 | BRAVE EAGLE WEALTH MANAGEMENT, LLC | NEW YORK | 283307 | $101.0M | 2 | 2026-03-31 | → |
| 6172 | 34 FINANCIAL, LLC | ATLANTA | 329383 | $101.0M | 4 | 2026-02-28 | → |
| 6173 | CWM ADVISORY, LLC | OCEAN PINES | 299923 | $101.0M | 6 | 2026-06-30 | → |
| 6174 | INDEXPERTS, LLC | CHARLOTTE | 314858 | $100.9M | 4 | 2026-03-31 | → |
| 6175 | ASCENT FINANCIAL GROUP LLC | RICHMOND | 325706 | $100.8M | 2 | 2026-02-28 | → |
| 6176 | SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC | NEW YORK | 309110 | $100.6M | 4 | 2026-03-31 | → |
| 6177 | COURSE MANAGEMENT INVESTMENT ADVISORS, LLC | PINEHURST | 306974 | $100.3M | 4 | 2026-05-31 | → |
| 6178 | HARBINGER ALTERNATIVE ASSOCIATES, LLC | ATLANTA | 337984 | $100.0M | 15 | 2026-03-31 | → |
| 6179 | VALHUM ASSET MANAGEMENT, LLC | UPPER SADDLE RIVER | 323895 | $100.0M | 1 | 2026-02-28 | → |
| 6180 | FERGHANA INVESTMENT PARTNERS, LP | NEW YORK | 337822 | $100.0M | 6 | 2026-05-31 | → |
| 6181 | ACACIA ASSET MANAGEMENT LLC | NEW YORK | 287857 | $100.0M | 2 | 2026-06-30 | → |
| 6182 | FAMA FIDUCIARY WEALTH LLC | ROCHESTER | 125627 | $99.9M | 1 | 2026-01-31 | → |
| 6183 | STONEBRIDGE PARTNERS LLC | WHITE PLAINS | 160018 | $99.4M | 4 | 2026-06-30 | → |
| 6184 | 13D MANAGEMENT LLC | NEW YORK | 154009 | $99.4M | 8 | 2026-03-31 | → |
| 6185 | AREX CAPITAL MANAGEMENT, LP | NEW YORK | 289595 | $99.4M | 6 | 2026-03-31 | → |
| 6186 | WATERFRONT CAPITAL PARTNERS LLC | NEW YORK | 167801 | $99.3M | 4 | 2026-03-31 | → |
| 6187 | GRANITE VALUE CAPITAL, LLC | HANOVER | 150169 | $98.9M | 3 | 2026-03-31 | → |
| 6188 | THIRD SIGMA INVESTMENT ADVISORS LLC | WILMINGTON | 151188 | $98.8M | 4 | 2026-05-31 | → |
| 6189 | LAKE ROAD ADVISORS, LLC | CORNING | 281657 | $98.8M | 2 | 2026-01-31 | → |
| 6190 | LUTHER FOREST WEALTH ADVISORS, L.L.C. | MALTA | 142714 | $98.6M | 3 | 2026-02-28 | → |
| 6191 | TIMBUKTU CAPITAL MANAGEMENT, LLC | BOSTON | 131084 | $98.6M | 3 | 2026-03-31 | → |
| 6192 | GARRETT NAGLE & CO., INC. | WOBURN | 7071 | $98.4M | 4 | 2026-03-31 | → |
| 6193 | GALLATIN & COMPANY, LLC | VERO BEACH | 111984 | $98.1M | 1 | 2026-02-28 | → |
| 6194 | MUZINICH DIRECT LENDING ADVISER, LLC | NEW YORK | 327891 | $98.0M | 48 | 2026-06-30 | → |
| 6195 | LPK INVESTMENT GROUP, LLP | NEW YORK | 218514 | $98.0M | 68 | 2026-03-31 | → |
| 6196 | BAYTRUST WEALTH MANAGEMENT, LLC | TAMPA | 338822 | $97.7M | 5 | 2026-05-31 | → |
| 6197 | TAVERIK CAPITAL, LLC | GREENVILLE | 156594 | $97.5M | 10 | 2026-03-31 | → |
| 6198 | PHOENIX INTERNATIONAL INVESTMENTS LLC | NASHUA | 170692 | $97.5M | 3 | 2026-03-31 | → |
| 6199 | MANISPACE CAPITAL, LP | NEW YORK | 334852 | $97.4M | 5 | 2026-06-30 | → |
| 6200 | ASPIRE STRATEGIST PORTFOLIOS LLC | NEW YORK | 327902 | $97.3M | 5 | 2026-03-31 | → |
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