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 | |
|---|---|---|---|---|---|---|---|
| 2101 | AVESTAR CAPITAL, LLC | NEW YORK | 287525 | $2.07B | 16 | 2026-06-30 | → |
| 2102 | SA WEALTH MANAGEMENT LLC | HUNTINGTON | 335680 | $496.4M | 3 | 2026-02-28 | → |
| 2103 | WARNER FINANCIAL, INC | BETHESDA | 135303 | $851.8M | 4 | 2026-02-28 | → |
| 2104 | WERNAU ASSET MANAGEMENT INC. | GLOUCESTER | 129473 | $202.6M | 2 | 2026-02-28 | → |
| 2105 | DISCIPLINED EQUITY MANAGEMENT, INC. | NEPTUNE BEACH | 129436 | $521.0M | 4 | 2026-02-28 | → |
| 2106 | HEIGHTS POINT MANAGEMENT, LP | NEW YORK | 313849 | $135.2M | 4 | 2026-03-31 | → |
| 2107 | BEACON HARBOR WEALTH ADVISORS, INC. | VIRGINIA BEACH | 300243 | $608.3M | 8 | 2026-02-28 | → |
| 2108 | KILNER CAPITAL ADVISORS, LLC | GAITHERSBURG | 139521 | $336.7M | 3 | 2026-03-31 | → |
| 2109 | ANSON CAPITAL, INC. | TYRONE | 131416 | $242.2M | 5 | 2026-02-28 | → |
| 2110 | LATTIS MANAGEMENT LP | NEW YORK | 333629 | $210.7M | 11 | 2026-03-31 | → |
| 2111 | MCGUIRE INVESTMENT GROUP, LLC | WAKEFIELD | 296271 | $1.06B | 5 | 2026-03-31 | → |
| 2112 | NORRIS FINANCIAL GROUP, LLC | GREENVILLE | 129422 | $353.0M | 6 | 2026-03-31 | → |
| 2113 | ZOCK ROBERT A & CO INC | SUTTON | 110480 | $175.1M | 1 | 2026-03-31 | → |
| 2114 | HELIANTH INVESTMENT MANAGEMENT LLC | PORT CHESTER | 317326 | $58.4M | 1 | 2026-03-31 | → |
| 2115 | WYSER-PRATTE MANAGEMENT CO., INC. | BEDFORD HILLS | 106399 | $58.6M | 2 | 2026-03-31 | → |
| 2116 | CAPITAL MARKET STRATEGIES LLC | PALM BEACH GARDENS | 286579 | $267.0M | 5 | 2025-03-31 | → |
| 2117 | GOODNOW INVESTMENT GROUP LLC | DARIEN | 136792 | $1.13B | 8 | 2026-03-31 | → |
| 2118 | RFP FINANCIAL GROUP, LLC | ATLANTA | 293206 | $192.0M | 3 | 2026-03-31 | → |
| 2119 | PHILADELPHIA INVESTMENT PARTNERS, LLC | VOORHEES | 122733 | $176.0M | 2 | 2026-03-31 | → |
| 2120 | SULLIVAN FINANCIAL, LLC | ESSEX | 121371 | $119.1M | 4 | 2026-03-31 | → |
| 2121 | FINANCIAL INNOVATIONS, LLC | ATLANTA | 142769 | $535.2M | 2 | 2026-03-31 | → |
| 2122 | HARVEST INVESTMENT CONSULTANTS LLC | HUNT VALLEY | 110258 | $549.0M | 12 | 2026-03-31 | → |
| 2123 | TOTH FINANCIAL ADVISORY CORP | LEESBURG | 104952 | $1.15B | 18 | 2026-03-31 | → |
| 2124 | BLUE SQUARE ASSET MANAGEMENT, LLC | NEW YORK | 296802 | $410.3M | 9 | 2026-03-31 | → |
| 2125 | CABOT WEALTH MANAGEMENT | BEVERLY | 107327 | $1.22B | 16 | 2026-06-30 | → |
| 2126 | SOUND POINT LUNA LLC | NEW YORK | 128132 | $10.24B | 39 | 2026-03-31 | → |
| 2127 | EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | HOLMDEL | 146097 | $706.0M | 12 | 2026-05-31 | → |
| 2128 | STEDFAST CAPITAL MANAGEMENT LLC | CANANDAIGUA | 336660 | $26.0M | 1 | 2026-03-31 | → |
| 2129 | POETIC GROUP LLC | HACKENSACK | 293886 | $802.5M | 9 | 2026-06-30 | → |
| 2130 | WESTERN NEW YORK FINANCIAL GROUP, LLC | BUFFALO | 306083 | $84.1M | 2 | 2026-03-31 | → |
| 2131 | TOUNJIAN ADVISORY PARTNERS LLC | FORT MYERS | 329635 | $675.5M | 10 | 2026-03-31 | → |
| 2132 | FINIAT, LLC | MOUNT DORA | 329094 | $25.6M | 7 | 2026-06-30 | → |
| 2133 | FSA INVESTMENT GROUP, LLC | PENSACOLA | 163641 | $761.8M | 12 | 2026-05-31 | → |
| 2134 | TIEMPO CAPITAL PARTNERS, LLC | MIAMI | 329367 | $911.0M | 7 | 2026-06-30 | → |
| 2135 | FORTE ADVISORY SERVICES,LLC | VICTOR | 317854 | $50.6M | 1 | 2026-03-31 | → |
| 2136 | COX CAPITAL MANAGEMENT LLC | ANDOVER | 117593 | $361.0M | 4 | 2026-02-28 | → |
| 2137 | C & C FINANCIAL SERVICES, INC. | GREAT NECK | 106752 | $66.2M | 2 | 2026-03-31 | → |
| 2138 | MARIACA WEALTH MANAGEMENT, LLC | WELLINGTON | 164001 | $251.1M | 6 | 2026-03-31 | → |
| 2139 | MARIDEA WEALTH MANAGEMENT LLC | BROOKLYN | 325523 | $958.7M | 48 | 2026-06-30 | → |
| 2140 | FAIRFIELD FINANCIAL ADVISORS LTD | WELLESLEY | 106408 | $333.2M | 4 | 2026-03-31 | → |
| 2141 | COVENANT ASSET MANAGEMENT, LLC | CHESTER | 108567 | $692.6M | 11 | 2026-03-31 | → |
| 2142 | DOCK STREET ASSET MANAGEMENT INC | PALM BEACH | 111163 | $1.11B | 6 | 2026-03-31 | → |
| 2143 | GEORGIA WEALTH PARTNERS, LLC | GRIFFIN | 314602 | $157.5M | 4 | 2026-03-31 | → |
| 2144 | GC WEALTH MANAGEMENT RIA, LLC | CAMBRIDGE | 327269 | $5.83B | 44 | 2026-03-31 | → |
| 2145 | WESTBOURNE INVESTMENTS, INC. | ALEXANDRIA | 37499 | $276.4M | 7 | 2026-03-31 | → |
| 2146 | TYLER STREET CAPITAL | PLYMOUTH | 340011 | $491.5M | 1 | 2026-06-30 | → |
| 2147 | DELLORA INVESTMENTS LP | GREENWICH | 310885 | $148.4M | 4 | 2026-03-31 | → |
| 2148 | ALLIES CAPITAL MANAGEMENT, LLC | NEW YORK | 319640 | $25.0M | 1 | 2026-02-28 | → |
| 2149 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC | CHARLESTON | 327001 | $322.0M | 4 | 2026-06-30 | → |
| 2150 | ARCADIA INVESTMENT PARTNERS LLC | NEW YORK | 161426 | $1.37B | 8 | 2026-03-31 | → |
| 2151 | SBK FINANCIAL, INC. | RICHMOND | 132513 | $1.54B | 18 | 2026-03-31 | → |
| 2152 | FLAVIN FINANCIAL SERVICES, INC. | MELBOURNE | 144473 | $205.0M | 4 | 2026-02-28 | → |
| 2153 | QUADRANT REAL ESTATE ADVISORS LLC | ALPHARETTA | 138077 | $24.9M | 2 | 2026-03-31 | → |
| 2154 | GREATMARK INVESTMENT PARTNERS, INC. | COLUMBUS | 105267 | $1.02B | 7 | 2026-03-31 | → |
| 2155 | SHELLMAN INVESTMENT MANAGEMENT, LLC | CORAL GABLES | 316579 | $209.6M | 4 | 2026-03-31 | → |
| 2156 | PREMIER PATH WEALTH PARTNERS, LLC | MADISON | 325300 | $1.22B | 8 | 2026-05-31 | → |
| 2157 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC | RALEIGH | 148156 | $1.29B | 14 | 2026-02-28 | → |
| 2158 | CJM WEALTH ADVISERS, LTD. | FALLS CHURCH | 107750 | $1.47B | 13 | 2026-06-30 | → |
| 2159 | STONEX INTERNATIONAL ADVISORS INC | MIAMI | 153799 | $106.7M | 15 | 2026-05-31 | → |
| 2160 | R.W. ROGE & COMPANY, INC | BOHEMIA | 104645 | $419.5M | 9 | 2026-02-28 | → |
| 2161 | SANDHILL WEALTH MANAGEMENT, INC. | WINTER PARK | 291649 | $118.5M | 2 | 2026-03-31 | → |
| 2162 | HC ADVISORS LLC | SANDY SPRINGS | 165200 | $500.2M | 8 | 2026-03-31 | → |
| 2163 | INCLINE GLOBAL MANAGEMENT, LLC | NEW YORK | 162607 | $259.0M | 6 | 2026-03-31 | → |
| 2164 | STATETRUST CAPITAL, LLC. | BOCA RATON | 114052 | $93.7M | 4 | 2026-03-31 | → |
| 2165 | COMPASS WEALTH MANAGEMENT LLC | GUILFORD | 106289 | $682.5M | 5 | 2026-02-28 | → |
| 2166 | MNS FINANCIAL MANAGEMENT, L.L.C. | FORT MYERS | 116604 | $489.2M | 9 | 2026-04-30 | → |
| 2167 | BUTENSKY & COHEN FINANCIAL SECURITY INC | PONTE VEDRA BEACH | 110295 | $626.0M | 12 | 2026-01-31 | → |
| 2168 | INTEGRITY FINANCIAL ADVISORS, LLC | WOBURN | 313369 | $134.9M | 9 | 2026-06-30 | → |
| 2169 | FOGEL CAPITAL MANAGEMENT INC | STUART | 108212 | $436.7M | 11 | 2026-03-31 | → |
| 2170 | BOOMFISH WEALTH GROUP, LLC | ALPHARETTA | 159201 | $214.4M | 13 | 2026-03-31 | → |
| 2171 | TRADEWINDS, LLC | RALEIGH | 316415 | $659.4M | 12 | 2026-03-31 | → |
| 2172 | EXCEL CAPITAL MANAGEMENT CORP | WARREN | 109229 | $192.5M | 2 | 2026-03-31 | → |
| 2173 | SPARTAN PLANNING & WEALTH MANAGEMENT, LLC | GREENSBORO | 166599 | $383.7M | 5 | 2026-03-31 | → |
| 2174 | SALOMON AND LUDWIN, LLC | RICHMOND | 292456 | $1.34B | 12 | 2026-05-31 | → |
| 2175 | COURT PLACE ADVISORS LLC | ELLICOTT CITY | 108545 | $375.9M | 7 | 2025-02-28 | → |
| 2176 | MJB ASSET MANAGEMENT LLC | NEW YORK | 109940 | $141.4M | 1 | 2026-03-31 | → |
| 2177 | PHOENIX WEALTH ADVISORS INC. | CHAPEL HILL | 118412 | $641.4M | 8 | 2026-02-28 | → |
| 2178 | CLEARWELL ADVISORS, LLC | TAMPA | 306186 | $413.5M | 9 | 2026-04-30 | → |
| 2179 | CORINTHIAN PARTNERS ASSET MANAGEMENT LLC | NEW YORK | 109385 | $62.9M | 7 | 2026-03-31 | → |
| 2180 | MAROTTA ASSET MANAGEMENT, INC. | CHARLOTTESVILLE | 115645 | $686.0M | 16 | 2026-03-31 | → |
| 2181 | FIDUCIARY FAMILY OFFICE, LLC | BOCA RATON | 326990 | $747.7M | 3 | 2026-03-31 | → |
| 2182 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | COLUMBIA | 159388 | $2.99B | 36 | 2026-03-31 | → |
| 2183 | CB CAPITAL ADVISORS, LLC | NEW YORK | 147242 | $138.6M | 2 | 2026-03-31 | → |
| 2184 | MILLER VALUE PARTNERS, LLC | SARASOTA | 110632 | $418.2M | 5 | 2026-03-31 | → |
| 2185 | PARTNERS CAPITAL SERVICES, INC. | HAUPPAUGE | 127621 | $109.1M | 18 | 2026-02-28 | → |
| 2186 | HAVEN PRIVATE, LLC | ORLANDO | 329012 | $428.1M | 6 | 2026-04-30 | → |
| 2187 | SERVATUS CAPITAL, LLC | NAPLES | 311428 | $110.1M | 2 | 2026-03-31 | → |
| 2188 | MADDEN ADVISORY SERVICES, INC. | JACKSONVILLE | 112607 | $291.7M | 5 | 2026-05-31 | → |
| 2189 | GUERRA ADVISORS INC. | MIAMI | 282409 | $406.2M | 12 | 2026-03-31 | → |
| 2190 | WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY | BEDMINSTER | 279034 | $121.3M | 3 | 2026-06-30 | → |
| 2191 | OUTFITTERS FINANCIAL LLC | BRUNSWICK | 291413 | $157.7M | 4 | 2026-03-31 | → |
| 2192 | HIGHLAND INVESTMENT ADVISORS LLC | PONTE VEDRA | 141694 | $368.3M | 11 | 2026-06-30 | → |
| 2193 | COQUINA PRIVATE WEALTH LLC | PORT CHARLOTTE | 333615 | $417.6M | 12 | 2026-02-28 | → |
| 2194 | ASPETUCK FINANCIAL MANAGEMENT LLC | WESTPORT | 134500 | $178.3M | 1 | 2026-02-28 | → |
| 2195 | DUDLEY CAPITAL MANAGEMENT LLC | MIDDLEBURG | 282958 | $291.7M | 3 | 2026-04-30 | → |
| 2196 | LUMBARD & KELLNER, LLC | HOLLIS | 117196 | $443.6M | 4 | 2026-03-31 | → |
| 2197 | ROYAL FUND MANAGEMENT, LLC | LADY LAKE | 144434 | $1.56B | 93 | 2026-05-31 | → |
| 2198 | KFA PRIVATE WEALTH GROUP, LLC | TYSON | 281678 | $830.0M | 11 | 2026-03-31 | → |
| 2199 | CASSIA CAPITAL PARTNERS LLC | WINSTON SALEM | 159911 | $251.2M | 5 | 2026-02-28 | → |
| 2200 | PEAKVALLEY WEALTH, LLC | ROANOKE | 165542 | $130.3M | 4 | 2026-02-28 | → |
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