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 | |
|---|---|---|---|---|---|---|---|
| 1401 | DCM ADVISORS, LLC | NEW YORK | 126248 | $260.5M | 11 | 2026-03-31 | → |
| 1402 | INFINITE GIVING ADVISORY SERVICES, INC. | ATLANTA | 315935 | $112.8M | 10 | 2026-05-31 | → |
| 1403 | CYRUS J. LAWRENCE LLC | NEW YORK | 174034 | $591.5M | 7 | 2025-04-30 | → |
| 1404 | FIRST OAK WEALTH MANAGEMENT, LLC | RALEIGH | 288316 | $316.2M | 3 | 2026-03-31 | → |
| 1405 | QP GLOBAL FAMILY OFFICES, LLC | GREENWICH | 294879 | $1.05B | 9 | 2026-03-31 | → |
| 1406 | FORTRESS PRIVATE LEDGER, LLC | RALEIGH | 290298 | $584.0M | 22 | 2026-03-31 | → |
| 1407 | FINANCIAL SECURITY ADVISORY INC | VIRGINIA BEACH | 110746 | $1.74B | 43 | 2026-03-31 | → |
| 1408 | CAPITAL INVESTMENT COUNSEL INC | RALEIGH | 104591 | $1.02B | 11 | 2026-04-30 | → |
| 1409 | PORTOLAN CAPITAL MANAGEMENT, LLC | BOSTON | 157542 | $2.02B | 12 | 2026-04-30 | → |
| 1410 | COVINGTON & ASSOCIATES, INC. | WESTFIELD | 113357 | $308.2M | 3 | 2026-03-31 | → |
| 1411 | ROCKLINE WEALTH MANAGEMENT LLC | ISLIP TERRACE | 324004 | $749.6M | 4 | 2026-02-28 | → |
| 1412 | BCP ADVISORS LLC | MIAMI | 157973 | $475.3M | 5 | 2026-03-31 | → |
| 1413 | SANDBOX FINANCIAL PARTNERS, LLC | BETHESDA | 297858 | $681.7M | 11 | 2026-05-31 | → |
| 1414 | BOSTON FAMILY OFFICE LLC | BOSTON | 107141 | $2.02B | 17 | 2026-03-31 | → |
| 1415 | SOLARIA MANAGEMENT LP | CHATHAM | 325252 | $108.5M | 2 | 2025-02-28 | → |
| 1416 | SANDERSON WEALTH MANAGEMENT, LLC | BUFFALO | 118910 | $1.43B | 19 | 2026-03-31 | → |
| 1417 | VANBARTON GROUP LLC | NEW YORK | 119128 | $2.28B | 28 | 2026-03-31 | → |
| 1418 | LEBENTHAL GLOBAL ADVISORS, LLC | HAUPPAUGE | 283303 | $971.8M | 30 | 2026-03-31 | → |
| 1419 | ADIRONDACK FINANCIAL SERVICES CORP | UTICA | 126155 | $461.8M | 16 | 2026-05-31 | → |
| 1420 | GREENWICH ADVISORS, LLC | GREENWICH | 165892 | $293.2M | 4 | 2026-06-30 | → |
| 1421 | OGOREK WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 105707 | $558.9M | 8 | 2026-02-28 | → |
| 1422 | CAHABA WEALTH MANAGEMENT, INC. | ATLANTA | 151675 | $2.06B | 23 | 2026-03-31 | → |
| 1423 | PREMIER WEALTH ADVISORS, LLC | NEW YORK | 120358 | $555.1M | 9 | 2026-03-31 | → |
| 1424 | PROSPECTOR PARTNERS, LLC | GUILFORD | 123546 | $811.7M | 14 | 2025-06-30 | → |
| 1425 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | SARASOTA | 172205 | $207.9M | 3 | 2026-03-31 | → |
| 1426 | APPLETON PARTNERS, INC. | BOSTON | 110049 | $12.55B | 59 | 2026-03-31 | → |
| 1427 | PARKVIEW US LLC | NEW YORK CITY | 160172 | $312.3M | 5 | 2026-02-28 | → |
| 1428 | CANBY FINANCIAL ADVISORS, LLC | FRAMINGHAM | 338797 | $729.4M | 11 | 2026-06-30 | → |
| 1429 | AVOS CAPITAL MANAGEMENT, LLC | DARIEN | 313979 | $297.8M | 7 | 2026-06-30 | → |
| 1430 | BIREME CAPITAL, LLC | ROCKVILLE | 283224 | $196.9M | 2 | 2026-03-31 | → |
| 1431 | MANTEIO SCALABLE TECHNOLOGIES LLC | JERSEY CITY | 333019 | $582.5M | 13 | 2026-03-31 | → |
| 1432 | BGV FINANCIAL ADVISORS USA, LLC | MIAMI | 324511 | $143.8M | 2 | 2026-03-31 | → |
| 1433 | STANCE CAPITAL LLC | BOSTON | 284267 | $354.2M | 5 | 2026-04-30 | → |
| 1434 | GOALVEST ADVISORY LLC | NEW YORK | 285374 | $777.6M | 10 | 2026-03-31 | → |
| 1435 | ATLANTIC PRIVATE WEALTH, LLC | CHAPEL HILL | 311517 | $894.0M | 5 | 2026-02-28 | → |
| 1436 | KI CAPITAL WEALTH MANAGEMENT US LLC | MIAMI | 317738 | $145.9M | 5 | 2026-06-30 | → |
| 1437 | BRASIL PLURAL INVESTMENT ADVISOR LLC | MIAMI | 288563 | $201.6M | 14 | 2026-05-31 | → |
| 1438 | PETER KIMMELMAN ASSET MANAGEMENT LP | NEW YORK | 133302 | $466.3M | 7 | 2026-03-31 | → |
| 1439 | SHAWSPRING PARTNERS, LLC | BOSTON | 172766 | $438.7M | 7 | 2026-03-31 | → |
| 1440 | BEATON MANAGEMENT CO INC | HAVERHILL | 104728 | $445.7M | 3 | 2026-03-31 | → |
| 1441 | OSPREY PRIVATE WEALTH LLC | NEW YORK | 331295 | $448.4M | 6 | 2026-06-30 | → |
| 1442 | REDMOND ASSET MANAGEMENT, LLC | HENRICO | 138706 | $537.2M | 6 | 2026-04-30 | → |
| 1443 | TENSOR EDGE CAPITAL, LLC | BOSTON | 335633 | $584.8M | 9 | 2026-05-31 | → |
| 1444 | LAGODA INVESTMENT MANAGEMENT, L.P. | NEW YORK | 170961 | $312.6M | 4 | 2026-03-31 | → |
| 1445 | KOLINSKY WEALTH MANAGEMENT, LLC | RAMSEY | 153763 | $493.8M | 11 | 2025-03-31 | → |
| 1446 | CORRIGAN FINANCIAL INC | MIDDLETOWN | 109115 | $1.15B | 19 | 2025-03-31 | → |
| 1447 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | NORWELL | 109767 | $701.7M | 7 | 2026-05-31 | → |
| 1448 | IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. | BEVERLY | 106625 | $730.2M | 11 | 2026-03-31 | → |
| 1449 | TRUE WEALTH ADVISORY GROUP, LLC | MIAMI | 306523 | $240.1M | 4 | 2026-03-31 | → |
| 1450 | OLD PORT ADVISORS, INC | PORTLAND | 108228 | $782.8M | 14 | 2026-05-31 | → |
| 1451 | QUENT CAPITAL, LLC | NEW YORK | 308203 | $2.05B | 17 | 2026-03-31 | → |
| 1452 | RIVERSEDGE ADVISORS, LLC | WILMINGTON | 298390 | $928.4M | 20 | 2026-06-30 | → |
| 1453 | PENSO ADVISORS, LLC | NEW YORK | 158297 | $1.06B | 10 | 2026-03-31 | → |
| 1454 | PROSPECT FINANCIAL SERVICES LLC | MELVILLE | 314154 | $431.0M | 12 | 2026-03-31 | → |
| 1455 | AZZAD ASSET MANAGEMENT, INC. | FALLS CHURCH | 111291 | $1.84B | 18 | 2026-01-31 | → |
| 1456 | BAYSHORE CAPITAL ADVISORS, LLC | TAMPA | 110209 | $879.2M | 12 | 2026-06-30 | → |
| 1457 | FELIS ADVANTAGE, LP | BOSTON | 335282 | $150.0M | 5 | 2026-02-28 | → |
| 1458 | VALHUM ASSET MANAGEMENT, LLC | UPPER SADDLE RIVER | 323895 | $100.0M | 1 | 2026-02-28 | → |
| 1459 | SSB WEALTH MANAGEMENT, INC. | VIENNA | 306510 | $2.73B | 20 | 2026-06-30 | → |
| 1460 | NOESIS CAPITAL MANAGEMENT CORP | BOCA RATON | 110819 | $876.9M | 12 | 2026-03-31 | → |
| 1461 | NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. | DARIEN | 133046 | $552.8M | 6 | 2026-03-31 | → |
| 1462 | THE LYME TIMBER COMPANY LLC | HANOVER | 171953 | $773.9M | 18 | 2026-03-31 | → |
| 1463 | IVY HILL ASSET MANAGEMENT, L.P. | NEW YORK | 161608 | $12.96B | 16 | 2026-05-31 | → |
| 1464 | GRAVITALIX FINANCIAL LLC | CORAL SPRINGS | 340206 | $542.5M | 2 | 2026-04-30 | → |
| 1465 | CERTUITY, LLC | NORTH PALM BEACH | 129505 | $3.30B | 35 | 2026-04-30 | → |
| 1466 | BALANZ ADVISORS LLC | CORAL GABLES | 322263 | $152.6M | 11 | 2026-04-30 | → |
| 1467 | QUINT CAPITAL CORPORATION | NEW YORK | 26586 | $162.1M | 16 | 2026-05-31 | → |
| 1468 | VERITY AND VERITY, LLC | BEAUFORT | 119630 | $1.40B | 16 | 2026-03-31 | → |
| 1469 | LUXOR CAPITAL GROUP, LP | NEW YORK | 138253 | $5.04B | 39 | 2026-06-30 | → |
| 1470 | RWA ADVISORS, LLC | BOCA RATON | 150120 | $199.1M | 4 | 2026-03-31 | → |
| 1471 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | WELLESLEY | 316736 | $532.9M | 6 | 2026-04-30 | → |
| 1472 | SETPOINT MANAGEMENT LLC | NEW YORK | 328702 | $835.1M | 22 | 2026-05-31 | → |
| 1473 | MONARCH ALTERNATIVE CAPITAL LP | NEW YORK | 159465 | $16.69B | 107 | 2026-05-31 | → |
| 1474 | THE ITHAKA GROUP, LLC | ARLINGTON | 146975 | $572.1M | 7 | 2026-03-31 | → |
| 1475 | MASCOMA WEALTH MANAGEMENT LLC | HANOVER | 174907 | $567.8M | 12 | 2026-02-28 | → |
| 1476 | MERRION INVESTMENT MANAGEMENT CO, LLC | CRANFORD | 139143 | $244.8M | 6 | 2026-02-28 | → |
| 1477 | SR ALTERNATIVE CREDIT, LLC | DARIEN | 319478 | $247.4M | 9 | 2026-04-30 | → |
| 1478 | BREED'S HILL CAPITAL LLC | BOSTON | 169314 | $2.24B | 6 | 2025-09-30 | → |
| 1479 | CONNECTIVE PORTFOLIO MANAGEMENT, LLC | NEW YORK | 297755 | $121.3M | 2 | 2026-02-28 | → |
| 1480 | GM ADVISORY GROUP, LLC | MELVILLE | 147592 | $4.36B | 46 | 2026-03-31 | → |
| 1481 | RAVENSWOOD PARTNERS LP | MCLEAN | 327106 | $436.1M | 5 | 2026-05-31 | → |
| 1482 | FSAM LLC | ALPHARETTA | 287851 | $138.4M | 14 | 2026-03-31 | → |
| 1483 | GLASSMAN WEALTH SERVICES, LLC | VIENNA | 151478 | $2.56B | 21 | 2026-04-30 | → |
| 1484 | MAGNOLIA CAPITAL MANAGEMENT, LTD. | COLD SPRING | 119597 | $227.7M | 4 | 2026-03-31 | → |
| 1485 | AMPFIELD MANAGEMENT, L.P. | NEW YORK | 292722 | $774.0M | 8 | 2026-04-30 | → |
| 1486 | KARANI ASSET MANAGEMENT LLC | NEW YORK | 297922 | $150.9M | 4 | 2026-03-31 | → |
| 1487 | SOUND VIEW WEALTH ADVISORS GROUP, LLC | SAVANNAH | 300927 | $2.28B | 19 | 2026-03-31 | → |
| 1488 | HIGHLAND PEAK CAPITAL, LLC | OLD GREENWICH | 306304 | $333.2M | 5 | 2026-03-31 | → |
| 1489 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | MILTON | 109040 | $1.05B | 5 | 2026-02-28 | → |
| 1490 | FAMILY OFFICE RESEARCH, LLC | BETHESDA | 144136 | $648.2M | 5 | 2026-03-31 | → |
| 1491 | OSPRAIE MANAGEMENT, LLC | RYE | 305479 | $1.26B | 20 | 2026-03-31 | → |
| 1492 | ALTAMONT CAPITAL MANAGEMENT, LLC. | ASHEVILLE | 118979 | $412.3M | 2 | 2026-01-31 | → |
| 1493 | KIMELMAN & BAIRD, LLC | NEW YORK | 2440 | $1.48B | 9 | 2026-04-30 | → |
| 1494 | ABLE WEALTH MANAGEMENT LLC | TOMS RIVER | 298085 | $579.5M | 7 | 2026-06-30 | → |
| 1495 | CITRIN COOPERMAN WEALTH MANAGEMENT, LLC | NEW YORK | 317528 | $1.70B | 9 | 2026-03-31 | → |
| 1496 | WEALTHSTREAM ADVISORS, INC. | NEW YORK | 129428 | $1.54B | 22 | 2025-03-31 | → |
| 1497 | ZURAW FINANCIAL ADVISORS, LLC | GREENSBORO | 173129 | $519.9M | 3 | 2026-02-28 | → |
| 1498 | LYNK CAPITAL MANAGEMENT COMPANY, LLC | JACKSONVILLE | 329038 | $359.6M | 6 | 2026-03-31 | → |
| 1499 | PETTYJOHN, WOOD & WHITE, INC. | LYNCHBURG | 106403 | $1.02B | 6 | 2026-03-31 | → |
| 1500 | THOMAS J. HERZFELD ADVISORS, INC. | MIAMI BEACH | 108369 | $890.4M | 15 | 2026-03-31 | → |
Related Lists
Sleeve3,543 firms · 2026-06-30