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 | |
|---|---|---|---|---|---|---|---|
| 1901 | BCK CAPITAL MANAGEMENT LP | STAMFORD | 282798 | $112.4M | 5 | 2026-03-31 | → |
| 1902 | EVERGREEN WEALTH ADVISORS | RALEIGH | 326535 | $112.5M | 18 | 2026-03-31 | → |
| 1903 | EJF CAPITAL LP | ARLINGTON | 138854 | $6.10B | 44 | 2026-04-30 | → |
| 1904 | HEADLAND CAPITAL, LLC | MT. PLEASANT | 332277 | $559.3M | 19 | 2026-06-30 | → |
| 1905 | SLOCUM GORDON & CO LLP | NEWPORT | 104929 | $219.2M | 5 | 2026-02-28 | → |
| 1906 | COOPER/HAIMS ADVISORS, LLC | VICTOR | 124122 | $1.15B | 19 | 2026-04-30 | → |
| 1907 | TRANSCEND CAPITAL ADVISORS, LLC | MADISON | 299723 | $2.91B | 39 | 2026-03-31 | → |
| 1908 | CLARION CAPITAL PARTNERS, LLC | NEW YORK | 157038 | $1.89B | 38 | 2026-03-31 | → |
| 1909 | DRAPER ASSET MANAGEMENT, LLC | SMITHTOWN | 148136 | $231.0M | 9 | 2026-04-30 | → |
| 1910 | SIPPICAN CAPITAL ADVISORS LLC | BOSTON | 155188 | $175.0M | 5 | 2026-03-31 | → |
| 1911 | NOMURA ASSET MANAGEMENT U.S.A. INC | NEW YORK | 108222 | $1.01B | 26 | 2026-06-30 | → |
| 1912 | CIM, LLC | ALBANY | 132136 | $804.3M | 12 | 2026-03-31 | → |
| 1913 | PODELL FINANCIAL GROUP LLC | FAIRFIELD | 325383 | $227.6M | 6 | 2026-03-31 | → |
| 1914 | CREDIT CAPITAL INVESTMENTS, LLC | LIVINGSTON | 160537 | $351.3M | 7 | 2026-03-31 | → |
| 1915 | DAI WEALTH, LLC | ATLANTA | 138938 | $330.0M | 40 | 2026-03-31 | → |
| 1916 | THE QUICK GROUP LLC | NEW YORK | 334472 | $111.3M | 3 | 2026-02-28 | → |
| 1917 | HERON VIEW PARTNERS LLC | NEW YORK | 105926 | $2.67B | 17 | 2026-03-31 | → |
| 1918 | AVENIR CORPORATION | ALEXANDRIA | 110545 | $849.3M | 6 | 2026-03-31 | → |
| 1919 | TRED AVON FAMILY WEALTH, LLC | EASTON | 174115 | $431.9M | 3 | 2026-03-31 | → |
| 1920 | AFFINITY INVESTMENT GROUP, LLC | EXETER | 117191 | $595.1M | 9 | 2026-05-31 | → |
| 1921 | 401K GENERATION | ALTAMONTE SPRINGS, | 154279 | $156.4M | 35 | 2026-03-31 | → |
| 1922 | WEALTHSHIELD PARTNERS, LLC | CARY | 169584 | $1.27B | 23 | 2026-03-31 | → |
| 1923 | OPENARC CORPORATE ADVISORY, LLC | ATLANTA | 336837 | $10.09B | 146 | 2026-05-31 | → |
| 1924 | HURLEY CAPITAL, LLC | NEW YORK | 130051 | $326.1M | 4 | 2026-03-31 | → |
| 1925 | TSP CAPITAL MANAGEMENT GROUP, LLC | SUMMIT | 131889 | $553.3M | 5 | 2026-03-31 | → |
| 1926 | FAMILY FIDUCIARY SERVICES, INC. | BEVERLY | 146339 | $254.2M | 5 | 2026-03-31 | → |
| 1927 | OPTIMA ASSET MANAGEMENT LLC | NEW YORK | 299826 | $891.6M | 22 | 2026-03-31 | → |
| 1928 | BIP ALLIANCE, LLC | ATLANTA | 330528 | $328.1M | 5 | 2025-03-31 | → |
| 1929 | NEWCORP FINANCIAL SERVICES, INC. | ALPHARETTA | 297125 | $177.1M | 3 | 2026-02-28 | → |
| 1930 | PLATFORM TECHNOLOGY PARTNERS LLC | LOCUST VALLEY | 305602 | $1.23B | 12 | 2026-03-31 | → |
| 1931 | YOUNG RICHARD C & CO LTD | NEWPORT | 105866 | $1.80B | 14 | 2026-03-31 | → |
| 1932 | TANDEM CAPITAL MANAGEMENT CORP | WOODCLIFF LAKE | 107856 | $279.7M | 5 | 2026-03-31 | → |
| 1933 | BEYOND WEALTH MANAGEMENT GROUP, LLC | NEW PALTZ | 293291 | $139.4M | 3 | 2026-03-31 | → |
| 1934 | M3 ADVISORY GROUP, LLC | NEEDHAM HEIGHTS | 156208 | $342.0M | 6 | 2026-04-30 | → |
| 1935 | PICTET ASSET MANAGEMENT (USA) CORP | NEW YORK | 306378 | $382.0M | 14 | 2026-06-30 | → |
| 1936 | BEACON WEALTH CONSULTANTS, INC. | ROANOKE | 154939 | $278.3M | 19 | 2026-06-30 | → |
| 1937 | KING WEALTH MANAGEMENT GROUP, LLC | SARATOGA SPRINGS | 159550 | $1.08B | 8 | 2026-01-31 | → |
| 1938 | FORTIS GROUP ADVISORS LLC | WESTWOOD | 290427 | $822.4M | 29 | 2026-03-31 | → |
| 1939 | NHWM LLC | CEDAR KNOLLS | 328155 | $203.3M | 9 | 2026-06-30 | → |
| 1940 | MASSO TORRENCE WEALTH MANAGEMENT INC. | MARLTON | 311097 | $326.5M | 5 | 2025-04-30 | → |
| 1941 | CATUM ADVISORY GROUP, LLC. | WILTON | 277148 | $128.6M | 4 | 2026-03-31 | → |
| 1942 | PALM VALLEY CAPITAL MANAGEMENT LLC | JACKSONVILLE BEACH | 299896 | $281.6M | 2 | 2026-01-31 | → |
| 1943 | OLD FARM PARTNERS LP | NEW YORK | 283573 | $744.2M | 6 | 2026-03-31 | → |
| 1944 | FFG PARTNERS, LLC | FORT LAUDERDALE | 318641 | $567.4M | 8 | 2026-03-31 | → |
| 1945 | ONYXPOINT GLOBAL MANAGEMENT LP | NEW YORK | 288356 | $481.2M | 8 | 2026-03-31 | → |
| 1946 | VAZIRANI ASSET MANAGEMENT LLC | NEW YORK | 289186 | $65.0M | 3 | 2026-03-31 | → |
| 1947 | FIERSTON FINANCIAL GROUP INC | WEST HARTFORD | 105003 | $1.04B | 7 | 2026-02-28 | → |
| 1948 | ALOOOLA, LLC | KINGSTON | 325090 | $51.2M | 4 | 2026-03-31 | → |
| 1949 | STRATHMORE CAPITAL ADVISORS, INC. | CHARLOTTE | 135008 | $805.0M | 17 | 2026-03-31 | → |
| 1950 | BUCKMAN ADVISORY GROUP LLC | LITTLE SILVER | 131688 | $277.3M | 15 | 2026-04-30 | → |
| 1951 | RELIANT INVESTMENT PARTNERS, LLC | PINEHURST | 297369 | $268.3M | 6 | 2026-03-31 | → |
| 1952 | BERENBERG ASSET MANAGEMENT LLC | NEW YORK | 171274 | $34.8M | 30 | 2026-06-30 | → |
| 1953 | FLAHARTY ASSET MANAGEMENT, LLC | CLEARWATER | 168495 | $901.6M | 10 | 2026-03-31 | → |
| 1954 | PHYSICIANS FINANCIAL SERVICES, INC. | RALEIGH | 118519 | $482.3M | 6 | 2026-03-31 | → |
| 1955 | BETTER WAY LLC | BAL HARBOUR | 300305 | $107.3M | 2 | 2026-05-31 | → |
| 1956 | CAPITAL MANAGEMENT LLC | GREENSBORO | 109416 | $383.0M | 3 | 2026-03-31 | → |
| 1957 | AURORA INVESTMENT MANAGERS, LLC | NAPLES | 146325 | $358.7M | 4 | 2026-02-28 | → |
| 1958 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | BOSTON | 138538 | $1.32B | 10 | 2026-03-31 | → |
| 1959 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 1960 | RIVERPLACE CAPITAL MANAGEMENT INC | JACKSONVILLE | 109079 | $267.4M | 6 | 2026-04-30 | → |
| 1961 | HALL CAPITAL MANAGEMENT COMPANY, INC. | BARRINGTON | 108141 | $411.6M | 9 | 2026-03-31 | → |
| 1962 | BLUEPRINT FINANCIAL ADVISORS LLC | CHARLOTTE | 315570 | $966.6M | 35 | 2026-04-30 | → |
| 1963 | STRATEGIC ADVISORS LLC | NEW YORK | 125882 | $832.9M | 7 | 2026-02-28 | → |
| 1964 | DIADEMA PARTNERS LP | MORRISTOWN | 331527 | $397.9M | 6 | 2026-03-31 | → |
| 1965 | ARCH GLOBAL ADVISORS, LLC | NEW YORK | 297397 | $230.9M | 16 | 2026-06-30 | → |
| 1966 | TA CAPITAL MANAGEMENT, LLC | SEWELL | 169326 | $438.9M | 4 | 2026-03-31 | → |
| 1967 | O.F.O. PARTNERS, LLC | HINGHAM | 297424 | $110.0M | 3 | 2026-04-30 | → |
| 1968 | SHOREPOINT CAPITAL PARTNERS LLC | NORWOOD | 152087 | $800.5M | 10 | 2025-03-31 | → |
| 1969 | DOPKINS WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 124209 | $717.0M | 6 | 2026-06-30 | → |
| 1970 | JFA ADVISORS, LLC | GREENVILLE | 144039 | $175.0M | 2 | 2026-05-31 | → |
| 1971 | BETA CAPITAL MANAGEMENT LLC | MIAMI | 154894 | $506.6M | 16 | 2026-03-31 | → |
| 1972 | MORSE CAPITAL PARTNERS, LLC | RICHMOND | 146383 | $246.1M | 4 | 2025-03-31 | → |
| 1973 | CARPENTER, CLAYDON ADVISORS, INC. | MAITLAND | 143516 | $294.9M | 3 | 2026-03-31 | → |
| 1974 | INVENIO WEALTH PARTNERS, LLC | CORAL GABLES | 323039 | $364.0M | 5 | 2026-06-30 | → |
| 1975 | STRATEGIC ADVISORY PARTNERS, LLC | GREENSBORO | 314842 | $191.4M | 8 | 2026-03-31 | → |
| 1976 | LONG RUN WEALTH ADVISORS, LLC | LAKE PLACID | 311415 | $514.2M | 7 | 2026-01-31 | → |
| 1977 | CONSILIUM INVESTMENT MANAGEMENT LLC | FORT LAUDERDALE | 131934 | $540.6M | 17 | 2026-06-30 | → |
| 1978 | DISCIPLINE WEALTH SOLUTIONS, INC. | GREENVILLE | 315846 | $746.7M | 18 | 2026-06-30 | → |
| 1979 | FAGAN ASSOCIATES INC | TROY | 107562 | $940.7M | 7 | 2026-03-31 | → |
| 1980 | ATLANTIC FAMILY WEALTH, LLC | CORAL GABLES | 171062 | $210.1M | 4 | 2026-03-31 | → |
| 1981 | PUREFI WEALTH, LLC | BOSTON | 328459 | $326.4M | 10 | 2026-03-31 | → |
| 1982 | SAWYER & CO INC | BOSTON | 112849 | $320.1M | 4 | 2026-06-30 | → |
| 1983 | FSA WEALTH PARTNERS, INC. | ROCKVILLE | 104513 | $819.7M | 16 | 2026-04-30 | → |
| 1984 | PALACIOS WEALTH MANAGEMENT, LLC | ORMOND BEACH | 327660 | $234.3M | 4 | 2026-02-28 | → |
| 1985 | KEEN CAPITAL, LTD | CHAPIN | 145023 | $179.7M | 12 | 2026-05-31 | → |
| 1986 | O'BRIEN WEALTH PARTNERS LLC | WALTHAM | 105336 | $1.11B | 14 | 2025-07-31 | → |
| 1987 | MAXIM FINANCIAL ADVISORS LLC | NEW YORK | 139366 | $445.5M | 35 | 2026-03-31 | → |
| 1988 | DAVID WEALTH MANAGEMENT, LLC | FAIRFAX | 164232 | $239.3M | 2 | 2025-01-31 | → |
| 1989 | FINANCIAL PLANNING SOLUTIONS, LLC | AUBURNDALE | 168211 | $312.4M | 8 | 2025-12-31 | → |
| 1990 | GLADOWSKY CAPITAL MANAGEMENT CORP | SMITHTOWN | 45287 | $197.8M | 4 | 2026-02-28 | → |
| 1991 | HEMINGTON WEALTH MANAGEMENT, LLC | FALLS CHURCH | 169024 | $1.06B | 16 | 2025-05-31 | → |
| 1992 | JOEL ADAMS AND ASSOCIATES INC. | ASHEVILLE | 319379 | $305.6M | 3 | 2026-02-28 | → |
| 1993 | PARADIGM INVESTMENT ADVISORY, LLC | BRIDGEWATER | 334370 | $425.1M | 8 | 2026-03-31 | → |
| 1994 | HARVEST PARTNERS, LP | NEW YORK | 158284 | $20.25B | 102 | 2026-03-31 | → |
| 1995 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | RED BANK | 106758 | $331.6M | 4 | 2026-03-31 | → |
| 1996 | COURAGE MILLER PARTNERS, LLC | NORFOLK | 147360 | $480.7M | 4 | 2026-03-31 | → |
| 1997 | NORTHWEST FINANCIAL ADVISORS LLC | HERNDON | 166769 | $1.24B | 37 | 2026-03-31 | → |
| 1998 | VAN ECK ASSOCIATES CORPORATION | NEW YORK | 105080 | $125.61B | 292 | 2026-03-31 | → |
| 1999 | ONE8ZERO8, LLC | GREENSBORO | 332702 | $644.6M | 5 | 2026-05-31 | → |
| 2000 | HERITAGE FINANCIAL, LLC | GAINESVILLE | 285149 | $408.0M | 8 | 2026-06-30 | → |
Related Lists
Sleeve3,543 firms · 2026-06-30