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 | |
|---|---|---|---|---|---|---|---|
| 1701 | TAGSTONE CAPITAL, INC. | CHARLOTTE | 158864 | $368.9M | 1 | 2026-02-28 | → |
| 1702 | STERLING INVESTMENT COUNSEL, LLC | BUFFALO | 282624 | $1.03B | 9 | 2026-05-31 | → |
| 1703 | INDEPENDENCE FINANCIAL ADVISORS, LLC | FRANKLIN | 156305 | $463.8M | 11 | 2025-12-31 | → |
| 1704 | THE L. WARNER COMPANIES, INC | TIMONIUM | 108001 | $802.4M | 38 | 2026-03-31 | → |
| 1705 | NEWOAK ASSET MANAGEMENT LLC | NEW YORK | 172956 | $57.1M | 6 | 2026-03-31 | → |
| 1706 | HMS FINANCIAL SERVICES, LLC | COLUMBIA | 131569 | $118.5M | 1 | 2026-03-31 | → |
| 1707 | BAILLIE GIFFORD INTERNATIONAL LLC | NEW YORK | 305849 | $1.81B | 21 | 2026-06-30 | → |
| 1708 | PRIVATE CAPITAL ADVISORS, INC. | DARIEN | 125771 | $1.28B | 6 | 2026-03-31 | → |
| 1709 | INVESTMENT PARTNERS ASSET MANAGEMENT | METUCHEN | 121812 | $333.4M | 6 | 2026-05-31 | → |
| 1710 | MOMENT ADVISORS, LLC | NEW YORK | 325262 | $56.3M | 6 | 2026-05-31 | → |
| 1711 | HUDSON CAPITAL MANAGEMENT LLC | RAMSEY | 131208 | $642.6M | 8 | 2026-03-31 | → |
| 1712 | UNISON ASSET MANAGEMENT LLC | AVENTURA | 288249 | $298.2M | 5 | 2026-03-31 | → |
| 1713 | HERITAGE INVESTMENT GROUP, INC. | POMPANO BEACH | 113204 | $2.23B | 21 | 2026-03-31 | → |
| 1714 | EAGLECLAW CAPITAL MANAGEMENT LLC | BOSTON | 134045 | $803.3M | 4 | 2025-09-30 | → |
| 1715 | ONEX CREDIT PARTNERS, LLC | ENGLEWOOD CLIFFS | 138941 | $30.14B | 80 | 2026-05-31 | → |
| 1716 | PACES FERRY WEALTH ADVISORS, LLC | ATLANTA | 300057 | $491.2M | 6 | 2026-03-31 | → |
| 1717 | RIVERGLADES FAMILY OFFICES, LLC | NAPLES | 171584 | $221.4M | 2 | 2026-03-31 | → |
| 1718 | HOLDUN FAMILY OFFICE LLC | MIAMI | 300709 | $114.5M | 4 | 2025-02-28 | → |
| 1719 | PEACHTREE WEALTH ADVISORS, INC | ATLANTA | 139779 | $436.8M | 3 | 2026-03-31 | → |
| 1720 | MARIVA GLOBAL ASSET MANAGEMENT, LLC | MIAMI | 285674 | $129.0M | 5 | 2026-04-30 | → |
| 1721 | BARNETT CAPITAL ADVISORS LLC | MIAMI | 159113 | $161.1M | 3 | 2026-03-31 | → |
| 1722 | ROUNDANGLE ADVISORS LLC | RED BANK | 282178 | $215.5M | 3 | 2026-03-31 | → |
| 1723 | MOLLY B INVESTMENT GROUP LLC | MARIETTA | 150555 | $334.7M | 2 | 2026-03-31 | → |
| 1724 | CONCORD WEALTH PARTNERS | ABINGDON | 118643 | $1.07B | 20 | 2026-03-31 | → |
| 1725 | ORCA WEALTH MANAGEMENT, LLC | NEW PORT RICHEY | 310053 | $224.4M | 3 | 2026-05-31 | → |
| 1726 | LINDEN GLOBAL STRATEGIES LLC | NEW YORK | 159667 | $1.60B | 8 | 2026-03-31 | → |
| 1727 | MOMENTUM ADVISORS, LLC | NEW YORK | 159574 | $414.7M | 10 | 2026-05-31 | → |
| 1728 | KAHN BROTHERS ADVISORS LLC | NEW YORK | 144368 | $498.6M | 6 | 2026-03-31 | → |
| 1729 | REGENT PEAK WEALTH ADVISORS, LLC | ATLANTA | 298259 | $785.9M | 10 | 2026-06-30 | → |
| 1730 | DORSEY, WRIGHT & ASSOCIATES, LLC | RICHMOND | 104925 | $1.01B | 25 | 2026-04-30 | → |
| 1731 | WINGATE WEALTH ADVISORS, INC. | LEXINGTON | 105012 | $1.42B | 24 | 2026-03-31 | → |
| 1732 | SHADE TREE ADVISORS LLC | SARATOGA SPRINGS | 289905 | $1.45B | 66 | 2026-03-31 | → |
| 1733 | EXCALIBUR MANAGEMENT CORP | WALTHAM | 110836 | $712.1M | 12 | 2026-03-31 | → |
| 1734 | THIRD SIGMA INVESTMENT ADVISORS LLC | WILMINGTON | 151188 | $98.8M | 4 | 2026-05-31 | → |
| 1735 | TRITONPOINT WEALTH, LLC | CHEVY CHASE | 328398 | $1.55B | 15 | 2026-03-31 | → |
| 1736 | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC | DAYTONA BEACH | 139806 | $400.1M | 9 | 2026-03-31 | → |
| 1737 | STEELE STREET CAPITAL LLC | KITTERY | 331520 | $140.5M | 3 | 2026-03-31 | → |
| 1738 | RIVERPARK CAPITAL MANAGEMENT LLC | NEW YORK | 150798 | $299.0M | 17 | 2026-03-31 | → |
| 1739 | Z3 CAPITAL PARTNERS, LLC | RICHMOND | 336791 | $466.8M | 5 | 2026-03-31 | → |
| 1740 | ALAPOCAS INVESTMENT PARTNERS, INC. | BEVERLY | 300841 | $206.6M | 4 | 2025-08-31 | → |
| 1741 | FAMILYWEALTH ASSET MANAGEMENT | LAKE MARY | 147869 | $177.0M | 4 | 2026-03-31 | → |
| 1742 | ATTICUS WEALTH MANAGEMENT, LLC | PALM BEACH GARDENS | 296949 | $565.3M | 8 | 2026-05-31 | → |
| 1743 | CANAL CAPITAL MANAGEMENT, LLC | RICHMOND | 164971 | $1.28B | 6 | 2026-06-30 | → |
| 1744 | SUNCOAST EQUITY MANAGEMENT, LLC | TAMPA | 108289 | $2.11B | 12 | 2026-03-31 | → |
| 1745 | CYNDEO WEALTH PARTNERS, LLC | ST. PETERSBURG | 307781 | $3.15B | 28 | 2026-06-30 | → |
| 1746 | COOK PINE CAPITAL LLC | GREENWICH | 134911 | $490.3M | 8 | 2026-03-31 | → |
| 1747 | ROOSEVELT MANAGEMENT COMPANY LLC | NEW YORK | 161605 | $52.4M | 30 | 2026-06-30 | → |
| 1748 | SFG WEALTH MANAGEMENT, LLC | TOWSON | 285785 | $760.2M | 19 | 2026-04-30 | → |
| 1749 | LIVE OAK PRIVATE WEALTH, LLC | WILMINGTON | 297904 | $1.32B | 12 | 2026-04-30 | → |
| 1750 | MONECO ADVISORS, LLC | FAIRFIELD | 171922 | $2.28B | 66 | 2026-06-30 | → |
| 1751 | COMPTON WEALTH ADVISORY GROUP, LLC | VIRGINIA BEACH | 281732 | $800.3M | 10 | 2026-06-30 | → |
| 1752 | GRATUS WEALTH ADVISORS LLC | VIRGINIA BEACH | 328641 | $822.2M | 9 | 2026-05-31 | → |
| 1753 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | AUGUSTA | 297305 | $1.40B | 9 | 2026-03-31 | → |
| 1754 | CATHOLIC INVESTMENT SERVICES, INC. | BOSTON | 172467 | $1.52B | 6 | 2026-06-30 | → |
| 1755 | MARK SHEPTOFF FINANCIAL PLANNING LLC | GLASTONBURY | 108742 | $466.5M | 3 | 2026-03-31 | → |
| 1756 | BUILDER INVESTMENT GROUP INC | ATLANTA | 107671 | $952.5M | 6 | 2026-03-31 | → |
| 1757 | VSM WEALTH ADVISORY, LLC | HUNT VALLEY | 313717 | $677.5M | 6 | 2026-03-31 | → |
| 1758 | MALTESE CAPITAL MANAGEMENT, LLC | NEW YORK | 138175 | $695.7M | 17 | 2026-03-31 | → |
| 1759 | ITS ASSET MANAGEMENT LP | NORTH HAVEN | 106977 | $297.8M | 9 | 2026-06-30 | → |
| 1760 | LANTERN WEALTH ADVISORS, LLC | MELVILLE | 147420 | $319.9M | 26 | 2026-05-31 | → |
| 1761 | ROUND ROCK ADVISORS LLC | WILTON | 286007 | $906.7M | 22 | 2026-06-30 | → |
| 1762 | HSBC SECURITIES (USA) INC. | NEW YORK | 19585 | $3.84B | 490 | 2026-04-30 | → |
| 1763 | BRIDGEWATER ADVISORS INC. | NEW YORK | 109826 | $2.57B | 24 | 2026-03-31 | → |
| 1764 | WEAVER CAPITAL MANAGEMENT, LLC | SUWANEE | 135037 | $537.8M | 5 | 2026-06-30 | → |
| 1765 | WINDWARD MANAGEMENT LP | MIAMI BEACH | 316224 | $110.5M | 3 | 2025-03-31 | → |
| 1766 | 42 AM, LLC | NEW YORK | 339735 | $51.9M | 5 | 2026-04-30 | → |
| 1767 | ONE68 GLOBAL CAPITAL, LLC | NEW YORK | 284585 | $50.0M | 4 | 2026-03-31 | → |
| 1768 | FOUNDERS FINANCIAL ALLIANCE, LLC | RALEIGH | 173011 | $1.19B | 31 | 2026-03-31 | → |
| 1769 | MCLAUGHLIN RYDER INVESTMENTS, INC. | ALEXANDRIA | 147529 | $522.1M | 3 | 2026-03-31 | → |
| 1770 | QUINBROOK INFRASTRUCTURE PARTNERS LLC | NEW YORK | 287822 | $8.95B | 25 | 2026-03-31 | → |
| 1771 | GRID 202 LLC | NEW YORK | 299357 | $136.6M | 5 | 2026-03-31 | → |
| 1772 | NFSG CORPORATION | BOCA RATON | 130814 | $1.08B | 89 | 2026-03-31 | → |
| 1773 | BILTMORE FAMILY OFFICE, LLC | CHARLOTTE | 167174 | $3.47B | 24 | 2026-03-31 | → |
| 1774 | CUTLER CAPITAL MANAGEMENT LLC | WORCESTER | 107463 | $430.8M | 9 | 2026-03-31 | → |
| 1775 | NEWMAN DIGNAN & SHEERAR, INC | PROVIDENCE | 107565 | $731.3M | 9 | 2026-05-31 | → |
| 1776 | TRIARTISAN CAPITAL ADVISORS LLC | WEST PALM BEACH | 324138 | $1.56B | 7 | 2026-03-31 | → |
| 1777 | BAXTER BROTHERS INC. | RIVERSIDE | 106548 | $1.17B | 7 | 2026-03-31 | → |
| 1778 | ROLLINS FINANCIAL ADVISORS, LLC | ATLANTA | 312921 | $1.59B | 14 | 2026-04-30 | → |
| 1779 | WELLINGTON SHIELDS & CO., LLC | NEW YORK | 149021 | $546.0M | 25 | 2026-03-31 | → |
| 1780 | MORGAN RIO CAPITAL MANAGEMENT, LLC | NEW YORK | 162500 | $338.7M | 4 | 2026-03-31 | → |
| 1781 | FUTURA ASSET ADVISORS LLC | CORAL GABLES | 136285 | $114.8M | 1 | 2026-04-30 | → |
| 1782 | GOODMAN ADVISORY GROUP, LLC | NEEDHAM | 285637 | $415.5M | 8 | 2026-03-31 | → |
| 1783 | YANDELL INVESTMENTS, LLC | ORLANDO | 332642 | $171.0M | 2 | 2026-03-31 | → |
| 1784 | ONYX BRIDGE WEALTH GROUP LLC | TARRYTOWN | 306097 | $1.37B | 32 | 2026-05-31 | → |
| 1785 | SHIKIAR ASSET MANAGEMENT INC | NEW YORK | 107533 | $564.0M | 6 | 2026-03-31 | → |
| 1786 | UWHARRIE INVESTMENT ADVISORS, INC. | ALBEMARLE | 117592 | $337.8M | 14 | 2026-03-31 | → |
| 1787 | COMPASS FINANCIAL MANAGEMENT LLC | TAMPA | 156345 | $893.8M | 33 | 2026-05-31 | → |
| 1788 | BULL STREET ADVISORS, LLC | SAVANNAH | 304058 | $271.9M | 1 | 2026-03-31 | → |
| 1789 | ARTEMIS WEALTH ADVISORS, LLC | PORT WASHINGTON | 150810 | $1.91B | 9 | 2026-05-31 | → |
| 1790 | BERKSHIRE MONEY MANAGEMENT, INC. | DALTON | 124873 | $1.23B | 22 | 2026-03-31 | → |
| 1791 | COLTER LEWIS INVESTMENT PARTNERS LLC | GREENWICH | 297213 | $3.41B | 18 | 2026-03-31 | → |
| 1792 | UNIQUE WEALTH, LLC | TAMPA | 312462 | $965.6M | 15 | 2026-03-31 | → |
| 1793 | ROCK HARBOR PARTNERS LLC | LARCHMONT | 322545 | $2.67B | 4 | 2026-03-31 | → |
| 1794 | HOLDERNESS INVESTMENTS CO | GREENSBORO | 106530 | $660.7M | 8 | 2026-03-31 | → |
| 1795 | ADALTA CAPITAL MANAGEMENT LLC | NEW YORK | 283771 | $305.5M | 3 | 2026-03-31 | → |
| 1796 | EPG WEALTH MANAGEMENT LLC | ATLANTA | 302075 | $579.1M | 14 | 2026-03-31 | → |
| 1797 | RIVA RIDGE CAPITAL MANAGEMENT LP | NEW YORK | 137716 | $757.5M | 8 | 2026-03-31 | → |
| 1798 | DRYDEN CAPITAL, LLC | NEW YORK | 172648 | $76.6M | 3 | 2026-04-30 | → |
| 1799 | ASTRA WEALTH PARTNERS LLC | JERSEY CITY | 321136 | $268.4M | 3 | 2026-03-31 | → |
| 1800 | EAGLE WEALTH STRATEGIES, LLC | MULLICA HILL | 323814 | $653.8M | 11 | 2026-03-31 | → |
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