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 | |
|---|---|---|---|---|---|---|---|
| 1801 | ABSHER WEALTH MANAGEMENT, LLC | CHAPEL HILL | 304642 | $1.26B | 9 | 2026-05-31 | → |
| 1802 | INDIANO CAPITAL MANAGEMENT INC. | ROCHESTER | 122620 | $253.8M | 2 | 2026-03-31 | → |
| 1803 | BARRETT & COMPANY, INC. | PROVIDENCE | 1175 | $529.7M | 7 | 2026-03-31 | → |
| 1804 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 1805 | KASTEL CAPITAL ADVISORS, LLC | WELLESLEY | 226520 | $193.3M | 3 | 2026-06-30 | → |
| 1806 | RED TORTOISE, LLC | ATLANTA | 282509 | $382.3M | 4 | 2026-03-31 | → |
| 1807 | MRM-HORIZON ADVISORS, LLC | BOSTON | 130585 | $403.5M | 6 | 2026-03-31 | → |
| 1808 | LIVIAN & CO., LLC | NEW YORK | 153771 | $152.9M | 5 | 2026-04-30 | → |
| 1809 | HENNION & WALSH ASSET MANAGEMENT, INC. | PARSIPPANY | 126236 | $768.8M | 75 | 2026-03-31 | → |
| 1810 | CLARITY CAPITAL ADVISORS, LLC | LAKEWOOD RANCH | 282405 | $406.3M | 2 | 2026-02-28 | → |
| 1811 | DYNAMIC TRADING MANAGEMENT, LLC. | WHITE PLAINS | 142638 | $116.6M | 3 | 2026-03-31 | → |
| 1812 | BIP WEALTH, LLC | ATLANTA | 143208 | $5.29B | 88 | 2026-06-30 | → |
| 1813 | ALPINE ASSOCIATES MANAGEMENT INC. | PALM BEACH | 138901 | $2.09B | 26 | 2026-03-31 | → |
| 1814 | HOROWITZ & COMPANY, INC. | FORT LAUDERDALE | 106737 | $180.7M | 2 | 2026-03-31 | → |
| 1815 | GRAVITY CAPITAL MANAGEMENT LLC | NEW YORK | 137083 | $94.0M | 2 | 2026-03-31 | → |
| 1816 | LIFEWEALTH INVESTMENTS, LLC | WINTER GARDEN | 332978 | $490.6M | 22 | 2026-03-31 | → |
| 1817 | CAPRA IBEX CREDIT OPPORTUNITIES, LLC | NEW YORK | 332538 | $45.1M | 8 | 2026-03-31 | → |
| 1818 | CAPRA CREDIT MANAGEMENT, LLC | NEW YORK | 281736 | $45.1M | 3 | 2026-03-31 | → |
| 1819 | 191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT | WYCKOFF | 124288 | $150.1M | 2 | 2026-02-28 | → |
| 1820 | MW ADVISORY LLC | ATLANTA | 338634 | $160.7M | 9 | 2026-06-30 | → |
| 1821 | STOKES CAPITAL ADVISORS, LLC | GREENWOOD | 281278 | $499.4M | 2 | 2026-02-28 | → |
| 1822 | ARJUNA CAPITAL, LLC | MANCHESTER | 283713 | $642.4M | 14 | 2026-03-31 | → |
| 1823 | TARGETED FINANCIAL SERVICES, LLC | SEMINOLE | 129049 | $353.4M | 5 | 2026-03-31 | → |
| 1824 | RAGA PARTNERS LP | NEW YORK | 316791 | $2.20B | 12 | 2026-05-31 | → |
| 1825 | PRATO CAPITAL MANAGEMENT, INC. | WHITE PLAINS | 289917 | $224.6M | 4 | 2026-03-31 | → |
| 1826 | HARVEY CAPITAL MANAGEMENT INC | PALM BEACH | 106224 | $579.4M | 5 | 2026-03-31 | → |
| 1827 | FOSTER VICTOR WEALTH ADVISORS, LLC | GREENVILLE | 283656 | $2.64B | 42 | 2026-03-31 | → |
| 1828 | INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | CRANFORD | 332536 | $594.9M | 6 | 2026-03-31 | → |
| 1829 | PIEDMONT CAPITAL MANAGEMENT, LLC | GREENBORO | 155682 | $495.6M | 24 | 2026-03-31 | → |
| 1830 | PROFESSIONAL ADVISORY SERVICES INC | VERO BEACH | 105397 | $1.26B | 13 | 2026-03-31 | → |
| 1831 | PSI ADVISORS, LLC | TAMPA | 285880 | $800.9M | 22 | 2026-03-31 | → |
| 1832 | PHILIP JAMES WEALTH MANAGEMENT, LLC | ALPHARETTA | 297517 | $930.6M | 9 | 2026-05-31 | → |
| 1833 | BROWN | MILLER WEALTH MANAGEMENT, LLC | MCLEAN | 305742 | $991.1M | 11 | 2026-04-30 | → |
| 1834 | STRATEGIC BLUEPRINT, LLC | ATLANTA | 284840 | $2.54B | 56 | 2026-05-31 | → |
| 1835 | GRACE & WHITE, INC | NEW YORK | 110761 | $964.2M | 5 | 2026-05-31 | → |
| 1836 | MORRIS & WELLS WEALTH MANAGEMENT | CHARLOTTESVILLE | 162411 | $987.9M | 2 | 2026-03-31 | → |
| 1837 | MCCARTER PRIVATE WEALTH SERVICES LLC | BOSTON | 108191 | $427.7M | 6 | 2025-12-31 | → |
| 1838 | SANTANDER SECURITIES LLC | BOSTON | 41791 | $3.14B | 449 | 2026-05-31 | → |
| 1839 | BAY COLONY ADVISORY GROUP, INC. | CONCORD | 152583 | $1.43B | 36 | 2026-03-31 | → |
| 1840 | CBRE INVESTMENT MANAGEMENT, LLC | NEW YORK | 109981 | $22.84B | 213 | 2026-03-31 | → |
| 1841 | LANSING MANAGEMENT, LP | NEW YORK | 285921 | $178.1M | 3 | 2026-03-31 | → |
| 1842 | GRANT/GROSSMENDELSOHN, LLC | BALTIMORE | 111509 | $446.8M | 7 | 2025-03-31 | → |
| 1843 | 4THOUGHT FINANCIAL GROUP INC. | SYOSSET | 162997 | $214.3M | 6 | 2026-01-31 | → |
| 1844 | TWENTYFOUR ASSET MANAGEMENT (US) LP | NEW YORK | 285791 | $23.48B | 5 | 2026-03-31 | → |
| 1845 | CARDEROCK CAPITAL MANAGEMENT, INC. | CHEVY CHASE | 104570 | $677.0M | 4 | 2026-02-28 | → |
| 1846 | TIMONIER FAMILY OFFICE, LTD. | WINSTON SALEM | 150748 | $388.8M | 8 | 2026-02-28 | → |
| 1847 | ARBOR INVESTMENT ADVISORS, LLC | WINSTON SALEM | 111077 | $1.29B | 8 | 2026-03-31 | → |
| 1848 | KENNERMAN ASSOCIATE INC | SARATOGA SPRING | 105696 | $825.5M | 6 | 2026-02-28 | → |
| 1849 | ROSCI LAMB, LLC | NEW YORK | 337278 | $65.0M | 1 | 2026-01-31 | → |
| 1850 | WOODARD & CO ASSET MANAGEMENT GROUP INC | BERMUDA RUN | 108199 | $1.17B | 5 | 2026-04-30 | → |
| 1851 | MANENTIA WEALTH CONSULTING INC. | GREAT NECK | 333415 | $45.2M | 6 | 2025-04-30 | → |
| 1852 | VIGIL WEALTH MANAGEMENT, LLC | PONTE VEDRA BEACH | 299619 | $186.0M | 4 | 2026-03-31 | → |
| 1853 | HARBOUR WEALTH MANAGEMENT GROUP, INC. | DANIEL ISLAND | 314496 | $266.2M | 5 | 2026-05-31 | → |
| 1854 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | GREENSBORO | 167102 | $383.3M | 3 | 2026-03-31 | → |
| 1855 | EQV ADVISORY, LLC | RALEIGH | 338271 | $106.8M | 6 | 2026-01-31 | → |
| 1856 | JAMES J. BURNS & COMPANY, LLC | MELVILLE | 140452 | $1.25B | 17 | 2026-03-31 | → |
| 1857 | SHOREHAVEN WEALTH PARTNERS, LLC | RED BANK | 308026 | $541.5M | 6 | 2026-03-31 | → |
| 1858 | PORTLAND GLOBAL ADVISORS LLC | PORTLAND | 109127 | $1.17B | 13 | 2026-03-31 | → |
| 1859 | FINANCIAL INDEPENDENCE ADVISORS, LLC | JACKSONVILLE | 317193 | $161.0M | 6 | 2026-01-31 | → |
| 1860 | EDGEMOOR INVESTMENT ADVISORS, INC. | BETHESDA | 109104 | $1.52B | 9 | 2026-03-31 | → |
| 1861 | NEIL JESANI WEALTH MANAGEMENT, LLC | SUNRISE | 322345 | $194.2M | 13 | 2026-05-31 | → |
| 1862 | AGILIS INVESTMENT MANAGEMENT LLC | WILTON | 336358 | $123.8M | 4 | 2026-05-31 | → |
| 1863 | NAPIER FINANCIAL, LLC | BRAINTREE | 336725 | $550.1M | 13 | 2026-02-28 | → |
| 1864 | TORRAY INVESTMENT PARTNERS LLC | BETHESDA | 105818 | $750.1M | 10 | 2026-06-30 | → |
| 1865 | SENVEST MANAGEMENT, LLC | NEW YORK | 137312 | $4.12B | 25 | 2026-03-31 | → |
| 1866 | MULLANEY KEATING & WRIGHT INC | MIDDLETOWN | 110743 | $337.0M | 3 | 2026-05-31 | → |
| 1867 | CONCORDIA WEALTH MANAGEMENT, LLC | CONCORD | 164278 | $197.1M | 4 | 2026-03-31 | → |
| 1868 | FLAGSHIP HARBOR ADVISORS, LLC | BOSTON | 155733 | $3.42B | 61 | 2026-05-31 | → |
| 1869 | MAKROD INVESTMENT ASSOCIATES INC | VERONA | 110325 | $894.4M | 4 | 2026-03-31 | → |
| 1870 | SATOVSKY ASSET MANAGEMENT LLC | NEW YORK | 143519 | $974.8M | 12 | 2026-04-30 | → |
| 1871 | H. L. ORMOND & COMPANY, LLC | GREENVILLE | 313593 | $401.4M | 7 | 2026-05-31 | → |
| 1872 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | GARDEN CITY | 152689 | $773.9M | 7 | 2026-02-28 | → |
| 1873 | POLARIS INVESTMENT ADVISORS, LLC | FRAMINGHAM | 324093 | $217.1M | 4 | 2026-01-31 | → |
| 1874 | 55 NORTH PRIVATE WEALTH, LLC | WINTER PARK | 325325 | $581.3M | 8 | 2026-03-31 | → |
| 1875 | ARISTA ADVISORY GROUP, LLC | ALBANY | 285722 | $143.7M | 3 | 2026-05-31 | → |
| 1876 | SPECTRA INVESTMENT MANAGEMENT, LLC | STUART | 288145 | $306.8M | 3 | 2026-03-31 | → |
| 1877 | GREENSLEDGE ASSET MANAGEMENT LLC | GLASTONBURY | 307732 | $592.8M | 11 | 2026-06-30 | → |
| 1878 | PAYNE CAPITAL MANAGEMENT, LLC | NEW YORK | 147119 | $1.34B | 17 | 2026-03-31 | → |
| 1879 | BALLENTINE PARTNERS, LLC | WALTHAM | 152802 | $15.32B | 125 | 2026-05-31 | → |
| 1880 | WELLSPRING WEALTH MANAGEMENT LLC | ALPHARETTA | 134834 | $584.8M | 8 | 2026-03-31 | → |
| 1881 | GROVE POINT ADVISORS, LLC | ROCKVILLE | 313171 | $2.47B | 389 | 2025-07-31 | → |
| 1882 | OIC, L.P. | NEW YORK | 282499 | $4.51B | 46 | 2026-04-30 | → |
| 1883 | GOOD LIFE ADVISORS, LLC | CELEBRATION | 171898 | $4.35B | 135 | 2026-03-31 | → |
| 1884 | COLLEY ASSET MANAGEMENT, INC. | SARATOGA SPRINGS | 111837 | $353.6M | 1 | 2025-03-31 | → |
| 1885 | CHASE INVESTMENT COUNSEL CORPORATION | CHARLOTTESVILLE | 104648 | $509.8M | 7 | 2026-03-31 | → |
| 1886 | PRINCETON GLOBAL ASSET MANAGEMENT LLC | PRINCETON | 146644 | $921.3M | 22 | 2026-03-31 | → |
| 1887 | REICHARD CAPITAL, LLC | CHARLOTTE | 305695 | $341.0M | 4 | 2026-03-31 | → |
| 1888 | 71 WEST CAPITAL PARTNERS, LLC | BOSTON | 338756 | $5.51B | 10 | 2026-06-30 | → |
| 1889 | VICTORY ASSET MANAGEMENT CO., INC. | MULLICA HILL | 107203 | $102.5M | 5 | 2026-03-31 | → |
| 1890 | LIPE & DALTON,INC. | SYRACUSE | 132737 | $779.9M | 2 | 2026-02-28 | → |
| 1891 | MARINO, STRAM AND ASSOCIATES LLC | BRAINTREE | 107768 | $1.41B | 19 | 2026-06-30 | → |
| 1892 | CATAWBA RIVER CAPITAL | LAKE WYLIE | 134217 | $325.1M | 4 | 2026-02-28 | → |
| 1893 | PARK STATE ASSET MANAGEMENT LLC | BEVERLY | 336573 | $192.4M | 6 | 2026-04-30 | → |
| 1894 | BROYHILL ASSET MANAGEMENT, LLC | CHARLOTTE | 120462 | $204.5M | 6 | 2026-03-31 | → |
| 1895 | IRONSIDES ASSET ADVISORS, LLC | ROCKY MOUNT | 161683 | $1.42B | 3 | 2026-02-28 | → |
| 1896 | WRIGHT PRIVATE ASSET MANAGEMENT LLC | SHELTON | 139570 | $74.1M | 23 | 2026-05-31 | → |
| 1897 | SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | RED BANK | 288663 | $339.0M | 12 | 2026-03-31 | → |
| 1898 | BOCA WEALTH ADVISORS, LLC | BOCA RATON | 108038 | $378.6M | 2 | 2026-01-31 | → |
| 1899 | IBEX WEALTH ADVISORS, LLC | WEST PALM BEACH | 168674 | $1.28B | 10 | 2026-03-31 | → |
| 1900 | REVOLVE WEALTH PARTNERS, LLC | HACKENSACK | 286643 | $1.42B | 20 | 2026-06-30 | → |
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