Research Report · 2026-06-30
Institutional Registered Investment Advisers in the East Coast
SEC-registered investment advisers in the East Coast ranked by reported institutional client assets.
Firms
3,543
Total AUM
$67.47T
Median AUM
$581.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1101 | SCULPTOR CAPITAL LP | NEW YORK | 107913 | $52.68B | 343 | 2026-04-30 | → |
| 1102 | VANDERBILT AVENUE ASSET MANAGEMENT LLC | NEW YORK | 145370 | $241.9M | 6 | 2026-03-31 | → |
| 1103 | WINDROSE ADVISORS LLC | WALTHAM | 152145 | $2.67B | 23 | 2026-03-31 | → |
| 1104 | EKANTA WEALTH ADVISORS LLC | COCONUT GROVE | 282031 | $306.7M | 7 | 2026-03-31 | → |
| 1105 | HS MANAGEMENT PARTNERS, LLC | NEW YORK | 145480 | $469.9M | 9 | 2026-06-30 | → |
| 1106 | FIDUCIARY WEALTH PARTNERS, LLC | NEWTON LOWER FALLS | 160696 | $1.54B | 10 | 2026-03-31 | → |
| 1107 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 1108 | NPA ASSET MANAGEMENT, LLC | FAIR LAWN | 131534 | $1.06B | 68 | 2026-03-31 | → |
| 1109 | AGAMERICA LENDING LLC | LAKELAND | 164866 | $1.37B | 62 | 2026-03-31 | → |
| 1110 | FORSYTH STREET ASSET MANAGEMENT LLC | NEW YORK | 310545 | $228.9M | 9 | 2026-03-31 | → |
| 1111 | HEARTWOOD FUNDS, LLC | NEW YORK | 136940 | $317.6M | 2 | 2026-03-31 | → |
| 1112 | RJA ASSET MANAGEMENT LLC | STAMFORD | 153428 | $588.9M | 8 | 2026-05-31 | → |
| 1113 | SPIREPOINT PRIVATE CLIENT, LLC | VERO BEACH | 327350 | $1.44B | 10 | 2026-06-30 | → |
| 1114 | ABS LEGACY PARTNERS, LLC | HICKORY | 325604 | $670.8M | 3 | 2026-03-31 | → |
| 1115 | CANTON HATHAWAY LLC | PROVIDENCE | 297527 | $866.1M | 5 | 2026-03-31 | → |
| 1116 | AVORY & COMPANY, LLC. | MIAMI | 284812 | $353.2M | 3 | 2026-04-30 | → |
| 1117 | GREYLOCK CAPITAL MANAGEMENT, LLC | STAMFORD | 137825 | $313.9M | 6 | 2026-03-31 | → |
| 1118 | LIONSTONE PARTNERS, LLC | BOSTON | 160214 | $224.4M | 3 | 2026-03-31 | → |
| 1119 | CAROLINA WEALTH MANAGEMENT, INC. | GREENVILLE | 131393 | $798.5M | 10 | 2026-04-30 | → |
| 1120 | CLINTON INVESTMENT MANAGEMENT, LLC | STAMFORD | 143599 | $3.91B | 14 | 2026-05-31 | → |
| 1121 | FOSTER DYKEMA CABOT & PARTNERS, LLC | WALTHAM | 300282 | $2.22B | 21 | 2026-03-31 | → |
| 1122 | CAPITAL COUNSEL LLC | NEW YORK | 109001 | $2.87B | 13 | 2026-03-31 | → |
| 1123 | SOLUM PARTNERS LP | BOSTON | 310213 | $1.75B | 24 | 2026-06-30 | → |
| 1124 | VERITY ASSET MANAGEMENT, INC. | DURHAM | 158667 | $1.15B | 77 | 2026-06-30 | → |
| 1125 | MILLER HOWARD INVESTMENTS INC | KINGSTON | 105800 | $3.81B | 34 | 2026-03-31 | → |
| 1126 | SHIKHARA INVESTMENT MANAGEMENT LP | NEW YORK | 329963 | $226.9M | 4 | 2026-05-31 | → |
| 1127 | CAIUS CAPITAL US LP | NEW YORK | 322911 | $1.75B | 2 | 2026-03-31 | → |
| 1128 | BRAGG FINANCIAL ADVISORS INC | CHARLOTTE | 108780 | $4.67B | 39 | 2026-03-31 | → |
| 1129 | THE BURNEY COMPANY | RESTON | 106945 | $3.59B | 46 | 2026-03-31 | → |
| 1130 | BQS FINANCIAL ADVISORS, LLC | NEW YORK | 333795 | $226.4M | 7 | 2026-03-31 | → |
| 1131 | SMITH, SALLEY & ASSOCIATES, LLC | GREENSBORO | 129614 | $2.89B | 18 | 2026-05-31 | → |
| 1132 | 5TH STREET ADVISORS, LLC | SOUTHPORT | 140165 | $524.5M | 7 | 2026-05-31 | → |
| 1133 | BEACON INVESTMENT ADVISORS LLC | GAITHERSBURG | 127368 | $541.9M | 2 | 2026-03-31 | → |
| 1134 | TIMUCUAN ASSET MANAGEMENT INC | JACKSONVILLE | 105899 | $3.81B | 10 | 2026-03-31 | → |
| 1135 | CATALUR CAPITAL MANAGEMENT, LP | NEW YORK | 307830 | $611.9M | 8 | 2026-03-31 | → |
| 1136 | ACORN FINANCIAL ADVISORY SERVICES, INC. | RESTON | 116763 | $1.40B | 11 | 2026-06-30 | → |
| 1137 | ACCESS INVESTMENT MANAGEMENT, LLC | ATLANTA | 322491 | $456.4M | 2 | 2026-02-28 | → |
| 1138 | THE WEALTH ALLIANCE, LLC | MELVILLE | 305052 | $2.10B | 29 | 2026-04-30 | → |
| 1139 | PGIM CUSTOM HARVEST LLC | NEWARK | 290235 | $6.90B | 68 | 2026-05-31 | → |
| 1140 | CORECOMMODITY MANAGEMENT, LLC | STAMFORD | 135810 | $2.41B | 30 | 2026-03-31 | → |
| 1141 | SUNSTATE WEALTH MANAGEMENT LLC | CORAL GABLES | 317453 | $209.8M | 4 | 2026-05-31 | → |
| 1142 | HARTFORD FINANCIAL MANAGEMENT INC | WEST HARTFORD | 105039 | $699.6M | 10 | 2026-03-31 | → |
| 1143 | PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | RED BANK | 158332 | $2.34B | 13 | 2026-03-31 | → |
| 1144 | RESOURCES MANAGEMENT CORP | WEST HARTFORD | 104674 | $1.07B | 14 | 2026-04-30 | → |
| 1145 | LAS OLAS CAPITAL ADVISORS, LLC | FORT LAUDERDALE | 175077 | $551.9M | 8 | 2026-03-31 | → |
| 1146 | CONNECTICUT WEALTH MANAGEMENT, LLC | FARMINGTON | 154310 | $4.48B | 74 | 2026-05-31 | → |
| 1147 | BLUECHIP WEALTH ADVISORS LLC | MILTON | 150008 | $666.4M | 8 | 2026-03-31 | → |
| 1148 | AMERICAN TRUST INVESTMENT ADVISORS, LLC | LEBANON | 114439 | $303.5M | 4 | 2026-03-31 | → |
| 1149 | CORNERSTONE ADVISORY, LLC | HUNT VALLEY | 142359 | $2.25B | 19 | 2026-03-31 | → |
| 1150 | ADVISORTRUST PARTNERS, LLC | RALEIGH | 304967 | $435.3M | 6 | 2026-05-31 | → |
| 1151 | TRAPHAGEN INVESTMENT ADVISORS LLC | ORADELL | 107764 | $2.28B | 18 | 2026-03-31 | → |
| 1152 | LOYOLA ASSET MANAGEMENT LLC | CORAL GABLES | 153255 | $239.9M | 5 | 2026-03-31 | → |
| 1153 | GRAVES LIGHT LENHART WEALTH, INC. | HARRISONBURG | 298283 | $1.23B | 11 | 2026-03-31 | → |
| 1154 | LIQUID STRATEGIES, LLC | ATLANTA | 170107 | $1.45B | 13 | 2026-03-31 | → |
| 1155 | INTEGRA GLOBAL ADVISORS LLC | STAMFORD | 288511 | $684.1M | 11 | 2026-03-31 | → |
| 1156 | ELDRIDGE INVESTMENT ADVISORS INC | MANCHESTER | 106380 | $814.3M | 8 | 2026-05-31 | → |
| 1157 | RFG - BRISTOL WEALTH ADVISORS, LLC | TAUNTON | 330145 | $985.6M | 10 | 2026-06-30 | → |
| 1158 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | THOMASVILLE | 113106 | $1.07B | 22 | 2026-03-31 | → |
| 1159 | GREENHOUSE FUNDS LLLP | BALTIMORE | 169840 | $2.93B | 9 | 2026-05-31 | → |
| 1160 | GODSEY & GIBB INC | RICHMOND | 105650 | $1.56B | 23 | 2026-05-31 | → |
| 1161 | ARTEMIS REAL ESTATE PARTNERS, LLC | CHEVY CHASE | 160668 | $11.42B | 64 | 2026-03-31 | → |
| 1162 | ASCENT WEALTH PARTNERS, LLC | NEW HARTFORD | 158898 | $1.52B | 17 | 2026-03-31 | → |
| 1163 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | VENICE | 323060 | $1.93B | 20 | 2026-04-30 | → |
| 1164 | SAX WEALTH ADVISORS, LLC | PARSIPPANY | 119193 | $3.60B | 39 | 2026-06-30 | → |
| 1165 | BALDWIN WEALTH PARTNERS, LLC | MARION | 105343 | $2.33B | 34 | 2026-06-30 | → |
| 1166 | SWS CAPITAL MANAGEMENT, LLC | NEW YORK | 119043 | $413.1M | 10 | 2026-03-31 | → |
| 1167 | DL CARLSON INVESTMENT GROUP INC. | CONCORD | 105729 | $735.5M | 14 | 2026-03-31 | → |
| 1168 | WEALTHCARE CAPITAL MANAGEMENT LLC | RICHMOND | 111119 | $3.93B | 54 | 2026-05-31 | → |
| 1169 | PARSONS CAPITAL MANAGEMENT INC | PROVIDENCE | 106295 | $2.38B | 22 | 2026-04-30 | → |
| 1170 | MOODY ALDRICH PARTNERS, LLC | MARBLEHEAD | 106920 | $864.3M | 14 | 2026-05-31 | → |
| 1171 | NEVILLE, RODIE & SHAW INC | NEW YORK | 104969 | $2.00B | 13 | 2026-01-31 | → |
| 1172 | CLARO ADVISORS INC. | BOSTON | 160294 | $1.41B | 37 | 2026-06-30 | → |
| 1173 | MYSTIC ASSET MANAGEMENT, INC. | WARWICK | 170361 | $614.6M | 3 | 2026-03-31 | → |
| 1174 | ROUNDVIEW CAPITAL, LLC | PRINCETON | 148083 | $2.13B | 13 | 2026-05-31 | → |
| 1175 | AFBI LP | MIAMI BEACH | 331428 | $2.34B | 22 | 2026-03-31 | → |
| 1176 | FDI WEALTH MANAGEMENT, LLC | MIAMI | 292050 | $283.8M | 5 | 2026-03-31 | → |
| 1177 | GRAYCLIFF PARTNERS LP | NEW YORK | 157221 | $1.98B | 30 | 2026-06-30 | → |
| 1178 | AGIS MANAGEMENT LLC | CLEARWATER | 172457 | $428.7M | 16 | 2026-03-31 | → |
| 1179 | BLACK DIAMOND FINANCIAL, LLC | LUTHERVILLE | 145108 | $1.37B | 17 | 2026-03-31 | → |
| 1180 | WELLESLEY ASSET MANAGEMENT, INC. | PORTSMOUTH | 116176 | $1.99B | 30 | 2026-03-31 | → |
| 1181 | PRINCIPLE WEALTH PARTNERS LLC | MADISON | 290180 | $3.20B | 28 | 2026-06-30 | → |
| 1182 | PERSIUM ADVISORS, LLC | ATLANTA | 128335 | $583.6M | 13 | 2026-03-31 | → |
| 1183 | BISON WEALTH, LLC | ATLANTA | 299805 | $2.74B | 78 | 2026-06-30 | → |
| 1184 | 3EDGE ASSET MANAGEMENT, LP | NAPLES | 282059 | $1.95B | 24 | 2026-04-30 | → |
| 1185 | APS WEALTH MANAGEMENT, LLC | MELVILLE | 298233 | $311.5M | 9 | 2026-05-31 | → |
| 1186 | AMOVA ASSET MANAGEMENT AMERICAS, INC. | NEW YORK | 824 | $7.78B | 27 | 2026-06-30 | → |
| 1187 | EVENTIDE ASSET MANAGEMENT, LLC | BOSTON | 147110 | $7.38B | 69 | 2026-03-31 | → |
| 1188 | GENTRUST, LLC | MIAMI | 158369 | $5.20B | 40 | 2026-03-31 | → |
| 1189 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | NEW YORK | 120109 | $763.7M | 16 | 2026-03-31 | → |
| 1190 | GFS WEALTH MANAGEMENT ADVISORS, INC. | SHELTON | 285679 | $238.6M | 4 | 2026-04-30 | → |
| 1191 | SPIRE WEALTH MANAGEMENT, LLC | MCLEAN | 113908 | $4.51B | 145 | 2026-06-30 | → |
| 1192 | AMICORP WEALTH SERVICES LLC | MIAMI | 319247 | $188.5M | 3 | 2026-03-31 | → |
| 1193 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | ATLANTA | 106796 | $502.0M | 9 | 2026-03-31 | → |
| 1194 | BIDDLE CAPITAL MANAGEMENT, INC. | WILMINGTON | 122434 | $199.5M | 5 | 2025-03-31 | → |
| 1195 | FIRETHORN WEALTH PARTNERS, LLC | AUGUSTA | 297634 | $671.9M | 9 | 2026-04-30 | → |
| 1196 | HORIZON INVESTMENTS LLC | CHARLOTTE | 109552 | $8.47B | 76 | 2026-03-31 | → |
| 1197 | FRANKLIN MUTUAL ADVISERS, LLC | SHORT HILLS | 111376 | $42.59B | 52 | 2025-12-31 | → |
| 1198 | CORNERSTONE PLANNING GROUP INC. | FAIRFIELD | 307189 | $951.8M | 21 | 2026-04-30 | → |
| 1199 | HOWE AND RUSLING, INC. | ROCHESTER | 104627 | $2.44B | 26 | 2026-05-31 | → |
| 1200 | MEANS INVESTMENT CO., INC. | BANGOR | 2748 | $1.59B | 24 | 2026-03-31 | → |
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