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 | |
|---|---|---|---|---|---|---|---|
| 6701 | ROSENBLATT GLOBAL ADVISORS LLC | NEW YORK | 311654 | $1.0M | 4 | 2025-03-31 | → |
| 6702 | JEDBURGH MANAGEMENT LLC | OCALA | 334677 | $1.0M | 3 | 2025-02-28 | → |
| 6703 | RICHMOND CAPITAL ADVISORS LLC | MIAMI | 327060 | $927,000 | 1 | 2026-02-28 | → |
| 6704 | OPPENHEIMERFUNDS INC | ATLANTA | 104983 | $827,684 | 15 | 2026-03-31 | → |
| 6705 | TRADERS A.I., INC. | FAIRFAX | 331700 | $773,573 | 3 | 2026-03-31 | → |
| 6706 | TIMBERLINK LLC | JOHNS CREEK | 170067 | $594,011 | 2 | 2026-01-31 | → |
| 6707 | PMC WEALTH, LLC | CLARENCE | 332215 | $550,000 | 2 | 2026-04-30 | → |
| 6708 | VALLEY FINANCIAL MANAGEMENT, INC. | NEW YORK | 105387 | $473,254 | 124 | 2026-02-28 | → |
| 6709 | ADAPTIVE ADVISERS, LLC | BOSTON | 318716 | $450,000 | 3 | 2026-02-28 | → |
| 6710 | VINEYARD WEALTH GROUP, LLC | WEST TISBURY | 330619 | $441,010 | 1 | 2025-03-31 | → |
| 6711 | PINNACLE ADVISORS LLC | EAST SYRACUSE | 107275 | $433,140 | 2 | 2026-03-31 | → |
| 6712 | XD FUND ADVISOR LLC | EAST LONGMEADOW | 328236 | $414,767 | 2 | 2026-06-30 | → |
| 6713 | OPENVEST ACCESS LLC | AVENTURA | 328152 | $353,485 | 2 | 2026-06-30 | → |
| 6714 | GREENWOOD INVESTMENT ADVISORS, LLC | ATLANTA | 327470 | $229,197 | 2 | 2026-04-30 | → |
| 6715 | DABA ADVISORS LLC | MIAMI | 319371 | $228,411 | 1 | 2026-03-31 | → |
| 6716 | SCALYR TECHNOLOGIES INC. | BOSTON | 326836 | $190,000 | 3 | 2026-02-28 | → |
| 6717 | RICHR MONEY LLC | MIAMI | 318725 | $186,824 | 2 | 2025-01-31 | → |
| 6718 | BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. | NEW YORK | 120936 | $147,753 | 426 | 2026-01-31 | → |
| 6719 | BULLTICK4U ADVISOR, LLC | MIAMI | 319418 | $142,776 | 10 | 2026-03-31 | → |
| 6720 | ALTI LLC | NEW YORK | 298935 | $100,817 | 3 | 2025-03-31 | → |
| 6721 | AXXES ADVISORS LLC | CORAL GABLES | 318039 | $100,000 | 10 | 2026-04-30 | → |
| 6722 | A|C MANAGEMENT TECH LLC | MIAMI | 333712 | $98,361 | 5 | 2026-03-31 | → |
| 6723 | VAQUITA SUN, INC. | FORT LAUDERDALE | 333125 | $95,888 | 1 | 2025-01-31 | → |
| 6724 | PIONEER ADVISORY LLC | JERSEY CITY | 337502 | $94,783 | 2 | 2026-03-31 | → |
| 6725 | BORABOND, LLC | FRAMINGHAM | 336456 | $83,085 | 3 | 2026-01-31 | → |
| 6726 | WEALTHMEUP ADVISORS LLC | NEW YORK | 335157 | $75,931 | 2 | 2026-04-30 | → |
| 6727 | GEN INVEST LLC | NEW YORK | 333196 | $40,000 | 4 | 2026-03-31 | → |
| 6728 | MATTY AI INC. | GREENVILLE | 317016 | $39,330 | 2 | 2026-03-31 | → |
| 6729 | OMEN ADVISORY, LLC | NEW YORK | 337532 | $36,000 | 2 | 2026-03-31 | → |
| 6730 | CAGR FINANCE LLC | LEWES | 337809 | $31,840 | 5 | 2026-02-28 | → |
| 6731 | WEALTHIE ADVISORS, LLC | BROOKLYN | 340058 | $27,322 | 2 | 2026-06-30 | → |
| 6732 | VALUR ROBO ADVISORS LLC | NEW YORK | 318675 | $26,526 | 2 | 2026-03-31 | → |
| 6733 | RR DIGITAL LLC | MIAMI | 328800 | $19,535 | 2 | 2025-09-30 | → |
| 6734 | TE ADVISORS LLC | QUINCY | 336139 | $10,715 | 5 | 2026-03-31 | → |
| 6735 | EL MENUDO CUENTA LLC | MIAMI | 328439 | $3,600 | 1 | 2026-04-30 | → |
| 6736 | MUSAFFA LLC | NEW YORK | 338525 | $2,000 | 2 | 2026-05-31 | → |
| 6737 | QUANT ALPHA LLC | NEW YORK | 336290 | $417 | 1 | 2026-03-31 | → |
| 6738 | KRAKEN ADVISER LLC | FORT LAUDERDALE | 337920 | $377 | 5 | 2026-06-30 | → |
| 6739 | ASAL INVEST LLC | ARLINGTON | 340305 | $270 | 2 | 2026-06-30 | → |
| 6740 | TAPP ENGINE ADVISORS LLC | QUINCY | 311303 | $15 | 3 | 2025-03-31 | → |
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