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 | |
|---|---|---|---|---|---|---|---|
| 1501 | THE BREIT GROUP, LLC | WRIGHTSVILLE BEACH | 335020 | $131.6M | 3 | 2026-03-31 | → |
| 1502 | ONEWELTH INC | NEW YORK | 325277 | $101.9M | 2 | 2026-03-31 | → |
| 1503 | PEGASUS ASSET MANAGEMENT INC | MORRISTOWN | 104766 | $553.6M | 5 | 2026-06-30 | → |
| 1504 | UNITED AMERICAN SECURITIES, INC. | NEW YORK | 21274 | $493.0M | 6 | 2026-05-31 | → |
| 1505 | ARIES WEALTH MANAGEMENT, LLC | PORTLAND | 175477 | $658.6M | 6 | 2026-03-31 | → |
| 1506 | WESTOVER CAPITAL ADVISORS, LLC | WILMINGTON | 126520 | $652.9M | 11 | 2026-03-31 | → |
| 1507 | TILSON FINANCIAL GROUP INC | NEW PROVIDENCE | 110890 | $750.6M | 9 | 2026-02-28 | → |
| 1508 | CONVERGENCE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 148472 | $523.6M | 5 | 2026-03-31 | → |
| 1509 | FINANCIAL DESIGNS WEALTH MANAGEMENT LLC | MIAMI | 314520 | $261.2M | 6 | 2026-06-30 | → |
| 1510 | KENNONDALE CAPITAL MANAGEMENT, LLC | RICHMOND | 299863 | $141.9M | 3 | 2026-03-31 | → |
| 1511 | COPPER BEECH FINANCIAL GROUP, LLC | MOORESTOWN | 313156 | $197.4M | 9 | 2026-03-31 | → |
| 1512 | DEUTERIUM CAPITAL MANAGEMENT, LLC | CLEARWATER | 294051 | $603.7M | 8 | 2026-04-30 | → |
| 1513 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | RALEIGH | 149124 | $2.39B | 91 | 2026-03-31 | → |
| 1514 | UNISON ADVISORS LLC | PROVIDENCE | 155470 | $2.02B | 1 | 2026-03-31 | → |
| 1515 | GUIDANCE POINT RETIREMENT SERVICES, LLC | PORTLAND | 161000 | $88.2M | 8 | 2026-05-31 | → |
| 1516 | AZORA CAPITAL LP | MIAMI | 287621 | $2.50B | 16 | 2026-03-31 | → |
| 1517 | IVESTA CORP | NEW YORK | 337603 | $88.0M | 2 | 2026-05-31 | → |
| 1518 | TOBIAS FINANCIAL ADVISORS, INC. | PLANTATION | 104711 | $1.19B | 26 | 2026-04-30 | → |
| 1519 | PKS INVESTMENT ADVISORS LLC | SALISBURY | 110147 | $367.2M | 9 | 2026-03-31 | → |
| 1520 | HOLLOW BROOK WEALTH MANAGEMENT LLC | KATONAH | 145521 | $1.37B | 18 | 2026-03-31 | → |
| 1521 | IC ADVISORY SERVICES, INC. | BEDMINSTER | 140190 | $2.06B | 220 | 2025-03-31 | → |
| 1522 | ARROW INVESTMENT MANAGEMENT, LLC | NEW YORK | 334614 | $85.6M | 5 | 2026-03-31 | → |
| 1523 | SPRING MOUNTAIN CAPITAL, LP | NEW YORK | 119126 | $310.9M | 17 | 2026-04-30 | → |
| 1524 | CLEARBROOK INVESTMENT CONSULTING LLC | NEW YORK | 108253 | $13.72B | 10 | 2026-03-31 | → |
| 1525 | SEACREST INVESTMENT MANAGEMENT, LLC | PURCHASE | 143670 | $110.9M | 3 | 2026-02-28 | → |
| 1526 | MAY HILL CAPITAL, LLC | COHASSET | 332076 | $548.6M | 3 | 2026-02-28 | → |
| 1527 | EAGLE'S VIEW CAPITAL MANAGEMENT LLC | NEW YORK | 160494 | $860.5M | 10 | 2026-03-31 | → |
| 1528 | PFG INVESTMENTS, LLC | WOODBURY | 116537 | $2.11B | 161 | 2026-02-28 | → |
| 1529 | LESTE CAPITAL PARTNERS (FLORIDA), LLC | MIAMI | 285179 | $1.61B | 19 | 2026-06-30 | → |
| 1530 | BERMAN MCALEER, LLC | TIMONIUM | 332906 | $1.82B | 29 | 2026-03-31 | → |
| 1531 | PULLEN INVESTMENT MANAGEMENT, LLC | BRADENTON | 310149 | $221.0M | 5 | 2026-02-28 | → |
| 1532 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO | 144426 | $2.57B | 124 | 2026-01-31 | → |
| 1533 | REICON WEALTH ADVISORS, LLC | ATLANTA | 315043 | $220.1M | 5 | 2026-03-31 | → |
| 1534 | KELLY FINANCIAL GROUP, LLC | BEL AIR | 310140 | $1.13B | 22 | 2026-03-31 | → |
| 1535 | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | SOMERS | 324586 | $367.0M | 10 | 2026-05-31 | → |
| 1536 | DIVERSIFIED ENTERPRISES, LLC | WILMINGTON | 331709 | $2.79B | 53 | 2026-06-30 | → |
| 1537 | THE PINNACLE FINANCIAL GROUP | ROCKVILLE CENTRE | 164395 | $1.38B | 54 | 2026-03-31 | → |
| 1538 | VINCI PARTNERS USA LLC | NEW YORK | 162399 | $327.0M | 14 | 2026-03-31 | → |
| 1539 | LION CAPITAL ADVISORS LLC | MIAMI | 305440 | $94.8M | 3 | 2026-03-31 | → |
| 1540 | CHANGE GLOBAL INVESTMENT, LLC | NEW YORK | 167844 | $226.0M | 9 | 2026-05-31 | → |
| 1541 | FIRST CITIZENS ASSET MANAGEMENT, INC | RALEIGH | 140777 | $465.1M | 58 | 2026-05-31 | → |
| 1542 | WPG ADVISERS, LLC | BALTIMORE | 291708 | $360.9M | 6 | 2026-03-31 | → |
| 1543 | HEADINVEST, LLC | PORTLAND | 140518 | $891.8M | 13 | 2026-03-31 | → |
| 1544 | SIR CAPITAL MANAGEMENT L.P. | NEW YORK | 161096 | $2.13B | 17 | 2026-03-31 | → |
| 1545 | SARGENT INVESTMENT GROUP, LLC | BETHESDA | 297499 | $1.48B | 18 | 2026-05-31 | → |
| 1546 | HORSE COVE PARTNERS LLC | ATLANTA | 172389 | $106.6M | 9 | 2026-03-31 | → |
| 1547 | TOURMALET ADVISORS, LP | FAIRFIELD | 336207 | $441.0M | 2 | 2026-05-31 | → |
| 1548 | LUMINA WEALTH MANAGEMENT, LLC | WILMINGTON | 291548 | $240.2M | 4 | 2026-04-30 | → |
| 1549 | SIHARUM ADVISORS, LLC | BOSTON | 147957 | $687.5M | 9 | 2026-03-31 | → |
| 1550 | GRITSTONE ASSET MANAGEMENT LLC | BETHESDA | 298500 | $114.9M | 4 | 2026-03-31 | → |
| 1551 | ACTITRUST WEALTH MANAGEMENT LLC | PLANTATION | 284827 | $140.5M | 7 | 2026-02-28 | → |
| 1552 | THE PITTI GROUP WEALTH MANAGEMENT, LLC | VICTOR | 314685 | $374.3M | 6 | 2026-06-30 | → |
| 1553 | CYGNUS CAPITAL ADVISERS, LLC | ATLANTA | 323041 | $229.7M | 8 | 2026-04-30 | → |
| 1554 | 2XIDEAS US INC. | NEW YORK | 328190 | $79.7M | 2 | 2026-06-30 | → |
| 1555 | CAYSIDE PARTNERS, LLC | JUPITER | 306090 | $353.0M | 4 | 2026-04-30 | → |
| 1556 | ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. | CORAL GABLES | 152104 | $690.9M | 10 | 2026-04-30 | → |
| 1557 | TOTAL MANAGEMENT GROUP, INC. | MELVILLE | 124261 | $553.9M | 6 | 2026-02-28 | → |
| 1558 | FAMILY LEGACY, INC. | GREENVILLE | 110945 | $377.3M | 10 | 2026-03-31 | → |
| 1559 | PURSUIT WEALTH MANAGMENT LLC | PALM BEACH GARDENS | 308969 | $186.3M | 4 | 2025-03-31 | → |
| 1560 | ROANOKE ASSET MANAGEMENT CORP | JERSEY CITY | 107063 | $362.4M | 4 | 2025-03-31 | → |
| 1561 | KNOWN WEALTH LLC | NEW YORK | 321745 | $104.9M | 10 | 2025-10-31 | → |
| 1562 | PASQUA, THOMAS | PALM CITY | 139618 | $129.7M | 3 | 2026-02-28 | → |
| 1563 | LAUREL WEALTH ADVISORS, LLC | CHARLOTTE | 118469 | $1.11B | 9 | 2026-03-31 | → |
| 1564 | STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. | FAIRFIELD | 128199 | $1.66B | 14 | 2026-03-31 | → |
| 1565 | BOUCHEY FINANCIAL GROUP LTD | TROY | 111824 | $1.61B | 21 | 2026-03-31 | → |
| 1566 | TITAN ADVISORS, LLC | STAMFORD | 135805 | $1.53B | 25 | 2026-06-30 | → |
| 1567 | MERKKURI WEALTH ADVISORS LLC | JERICHO | 330164 | $204.1M | 7 | 2026-03-31 | → |
| 1568 | MCLEAN ASSET MANAGEMENT CORPORATION | TYSONS | 108067 | $993.9M | 26 | 2026-05-31 | → |
| 1569 | THE CAPITAL MANAGEMENT CORPORATION | GLEN ALLEN | 112242 | $710.1M | 9 | 2025-06-30 | → |
| 1570 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | RICHMOND | 289178 | $1.45B | 49 | 2026-03-31 | → |
| 1571 | CASTLE ROCK ADVISORS LLC | BOSTON | 331429 | $2.38B | 33 | 2026-04-30 | → |
| 1572 | GLADSTONE INSTITUTIONAL ADVISORY LLC | PALM BEACH GARDENS | 250787 | $5.68B | 186 | 2026-06-30 | → |
| 1573 | SIERRA CAPITAL LLC | MIAMI | 110129 | $1.61B | 8 | 2026-06-30 | → |
| 1574 | DAVIVIENDA INVESTMENT ADVISOR USA LLC | MIAMI | 319755 | $120.2M | 8 | 2026-06-30 | → |
| 1575 | RVX ASSET MANAGEMENT LLC | AVENTURA | 282804 | $96.8M | 4 | 2026-02-28 | → |
| 1576 | TRUBEE WEALTH ADVISORS, INC. | BUFFALO | 3618 | $911.5M | 17 | 2026-03-31 | → |
| 1577 | GREY LEDGE ADVISORS, LLC | GUILFORD | 124867 | $616.0M | 12 | 2026-03-31 | → |
| 1578 | DELTEC ASSET MANAGEMENT LLC | NEW YORK | 104068 | $782.8M | 15 | 2026-03-31 | → |
| 1579 | FINANCIAL ADVISORY PARTNERS, LLC | WINTER PARK | 310914 | $377.8M | 3 | 2026-05-31 | → |
| 1580 | MON CAPITAL MANAGEMENT LLC | NEW YORK | 333785 | $95.0M | 2 | 2026-04-30 | → |
| 1581 | RENAISSANCE INVESTMENT GROUP, LLC | LENOX | 153679 | $726.1M | 9 | 2026-03-31 | → |
| 1582 | ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC | VIENNA | 313110 | $675.0M | 12 | 2026-05-31 | → |
| 1583 | GENEVA FINANCIAL GROUP LLC | LAKEWOOD | 331944 | $233.7M | 2 | 2026-06-30 | → |
| 1584 | MOUNT VERNON ASSOCIATES INC | BALTIMORE | 107099 | $232.5M | 3 | 2026-02-28 | → |
| 1585 | WOODSTOCK CORPORATION | BOSTON | 110662 | $1.29B | 10 | 2026-06-30 | → |
| 1586 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | WALTHAM | 309546 | $529.8M | 13 | 2026-05-31 | → |
| 1587 | LIGHTHOUSE FINANCIAL ADVISORS, INC. | RED BANK | 121496 | $1.11B | 9 | 2026-03-31 | → |
| 1588 | PEAPOD LANE CAPITAL LLC | BEDFORD HILLS | 159963 | $108.2M | 3 | 2026-03-31 | → |
| 1589 | BOURGEON CAPITAL MANAGEMENT LLC | DARIEN | 108054 | $1.07B | 7 | 2026-05-31 | → |
| 1590 | LAUREL OAK WEALTH MANAGEMENT, LLC | MARLTON | 336824 | $1.40B | 22 | 2026-06-30 | → |
| 1591 | GLOBAL TRUST ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 143120 | $384.5M | 12 | 2026-01-31 | → |
| 1592 | CAPITOL SECURITIES MANAGEMENT, INC. | GLEN ALLEN | 14169 | $2.16B | 170 | 2026-03-31 | → |
| 1593 | PENDLETON FINANCIAL, LLC | RALEIGH | 325303 | $160.0M | 4 | 2026-03-31 | → |
| 1594 | CHATHAM CAPITAL GROUP INC | SAVANNAH | 106174 | $878.1M | 9 | 2026-05-31 | → |
| 1595 | NOTE ADVISORS, LLC | BUFFALO | 171466 | $437.0M | 11 | 2026-03-31 | → |
| 1596 | COLLABORATIVE WEALTH MANAGEMENT, INC. | LAKE MARY | 142106 | $653.3M | 13 | 2026-03-31 | → |
| 1597 | GIVERNY CAPITAL ADVISORS LLC | PRINCETON | 150123 | $420.9M | 2 | 2026-03-31 | → |
| 1598 | KUBHERA ENTERPRISES LLC | PRINCETON | 151619 | $275.5M | 5 | 2026-03-31 | → |
| 1599 | JOURNEY STRATEGIC WEALTH LLC | SUMMIT | 310648 | $4.64B | 31 | 2026-03-31 | → |
| 1600 | KANAWHA CAPITAL MANAGEMENT, LLC | RICHMOND | 118458 | $1.84B | 11 | 2026-04-30 | → |
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