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 | |
|---|---|---|---|---|---|---|---|
| 2501 | BUFFALO FIRST WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 168937 | $91.7M | 4 | 2026-01-31 | → |
| 2502 | SIGNET INVESTMENT ADVISORY GROUP, INC. | PROVIDENCE | 123910 | $394.1M | 9 | 2026-03-31 | → |
| 2503 | WISER WEALTH MANAGEMENT, INC | MARIETTA | 125282 | $513.6M | 11 | 2026-06-30 | → |
| 2504 | CHAPIN DAVIS, INC | BALTIMORE | 28116 | $642.8M | 26 | 2026-05-31 | → |
| 2505 | STOLZER ROTHSCHILD LEVY LLC | BASKING RIDGE | 169817 | $166.0M | 2 | 2026-03-31 | → |
| 2506 | FORTHRIGHT WEALTH MANAGEMENT, LLC | ALPHARETTA | 220515 | $773.4M | 10 | 2026-05-31 | → |
| 2507 | TOOMEY INVESTMENT MANAGEMENT, INC | WALLINGFORD | 127346 | $321.0M | 3 | 2026-01-31 | → |
| 2508 | KALEIDOSCOPE CAPITAL LP | BOSTON | 282159 | $706.2M | 9 | 2026-04-30 | → |
| 2509 | CLARUS GROUP LLC | NEW YORK | 310156 | $158.0M | 2 | 2026-05-31 | → |
| 2510 | WEALTHTRUST ASSET MANAGEMENT, LLC | DESTIN | 174901 | $217.4M | 7 | 2026-03-31 | → |
| 2511 | S. WILLIAMS CAPITAL, LLC | NEW YORK | 173204 | $29.2M | 1 | 2026-03-31 | → |
| 2512 | BECK BODE LLC | DEDHAM | 282611 | $666.4M | 16 | 2026-03-31 | → |
| 2513 | BARON FINANCIAL GROUP LLC | FAIR LAWN | 144234 | $369.1M | 9 | 2026-03-31 | → |
| 2514 | RM FINANCIAL SERVICES, LLC | FALMOUTH | 304297 | $245.4M | 4 | 2026-03-31 | → |
| 2515 | DOWLING FINANCIAL SERVICES, INC | GREENWICH | 155624 | $179.3M | 3 | 2026-02-28 | → |
| 2516 | PARLIN ADVISORS LLC | HAGUE | 300774 | $68.2M | 1 | 2026-03-31 | → |
| 2517 | LINCOLN CAPITAL CORPORATION | EAST GREENWICH | 109922 | $418.3M | 6 | 2026-03-31 | → |
| 2518 | CORRALES & COMPANY, LLC | MIAMI | 332189 | $174.2M | 10 | 2026-04-30 | → |
| 2519 | WATERSTONE FINANCIAL ADVISORY LLC | FORT MYERS | 325012 | $262.5M | 5 | 2026-02-28 | → |
| 2520 | SCHOLTZ & COMPANY, L.L.C. | STAMFORD | 107363 | $340.5M | 7 | 2026-03-31 | → |
| 2521 | POINT B PLANNING, LLC | KATONAH | 172961 | $113.9M | 3 | 2026-03-31 | → |
| 2522 | S. MUOIO & CO. LLC | NEW YORK | 155549 | $95.1M | 2 | 2026-03-31 | → |
| 2523 | TULL FINANCIAL GROUP, INC. | CHESAPEAKE | 112235 | $367.1M | 9 | 2026-03-31 | → |
| 2524 | NEEDHAM R B ADVISORY CORP | NORTH ANDOVER | 105378 | $102.4M | 5 | 2026-03-31 | → |
| 2525 | ECONOLOGICS FINANCIAL ADVISORS, LLC | LARGO | 125738 | $183.2M | 18 | 2026-03-31 | → |
| 2526 | STONE RUN CAPITAL, LLC | NEW YORK | 152078 | $335.0M | 4 | 2025-04-30 | → |
| 2527 | LLOYD ADVISORY SERVICES, LLC | SUWANEE | 150582 | $437.6M | 13 | 2026-03-31 | → |
| 2528 | SELECTIVE WEALTH MANAGEMENT, INC. | FOREST | 164882 | $454.8M | 9 | 2026-05-31 | → |
| 2529 | SYNTAX RESEARCH, INC. | BOCA RATON | 151948 | $202.9M | 2 | 2026-03-31 | → |
| 2530 | MODERN CAPITAL MANAGEMENT, CO. | MT PLEASANT | 306631 | $90.7M | 6 | 2026-03-31 | → |
| 2531 | MEG GREEN & ASSOCIATES, INC. | PLANTATION | 284866 | $1.02B | 15 | 2026-03-31 | → |
| 2532 | INDEPENDENCE WEALTH ADVISORS INC. | MCLEAN | 142195 | $219.8M | 4 | 2025-03-31 | → |
| 2533 | MAR WEALTH MANAGEMENT SERVICES, LLC | WEST PALM BEACH | 167335 | $125.1M | 3 | 2026-06-30 | → |
| 2534 | THE PINES WEALTH MANAGEMENT, LLC | SOUTHERN PINES | 326353 | $485.9M | 4 | 2026-03-31 | → |
| 2535 | PROFESSIONAL FINANCIAL STRATEGIES, INC | PITTSFORD | 125580 | $225.8M | 4 | 2026-04-30 | → |
| 2536 | GROESBECK INVESTMENT MANAGEMENT CORP | PARAMUS | 106679 | $54.7M | 1 | 2026-03-31 | → |
| 2537 | FIFTH AVENUE FAMILY OFFICE LLC | NAPLES | 122448 | $1.35B | 7 | 2026-03-31 | → |
| 2538 | GEA SPHERE, LLC | CRANSTON | 152001 | $153.6M | 3 | 2026-03-31 | → |
| 2539 | S.E.E.D. PLANNING GROUP, LLC | BINGHAMTON | 188521 | $568.0M | 28 | 2026-05-31 | → |
| 2540 | PROFICIENT WEALTH COUNSELORS, LLC | NORWOOD | 152640 | $146.9M | 1 | 2026-03-31 | → |
| 2541 | KAWA CAPITAL MANAGEMENT, INC. | HALLANDALE BEACH | 157780 | $2.82B | 53 | 2026-06-30 | → |
| 2542 | BENCHMARK FINANCIAL WEALTH ADVISORS LLC | BOCA RATON | 287966 | $766.1M | 14 | 2026-05-31 | → |
| 2543 | HOPWOOD FINANCIAL SERVICES, INC. | RESTON | 127927 | $750.3M | 11 | 2026-03-31 | → |
| 2544 | BUTTONWOOD WEALTH, LLC | WINCHESTER | 305896 | $425.3M | 7 | 2026-02-28 | → |
| 2545 | MY WEALTH MANAGEMENT, INC. | GERMANTOWN | 168566 | $156.2M | 2 | 2025-10-31 | → |
| 2546 | CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC | GARDEN CITY | 115122 | $110.3M | 14 | 2026-03-31 | → |
| 2547 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | NEW LONDON | 117097 | $221.6M | 3 | 2026-01-31 | → |
| 2548 | FINANCIAL DECISIONS, LLC | NEW YORK | 107755 | $327.7M | 8 | 2026-06-30 | → |
| 2549 | AURELIUS FAMILY OFFICE, LLC | BEDFORD | 323016 | $315.3M | 8 | 2026-03-31 | → |
| 2550 | KICKSTAND VENTURES, LLC | PITTSFORD | 327022 | $633.5M | 7 | 2026-06-30 | → |
| 2551 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | JACKSONVILLE | 169274 | $571.2M | 3 | 2026-02-28 | → |
| 2552 | MANNERS PAUL & ASSOCIATES, INC. | MARIETTA | 110996 | $349.5M | 3 | 2025-10-31 | → |
| 2553 | AP WEALTH MANAGEMENT, LLC | AUGUSTA | 156417 | $339.6M | 7 | 2026-03-31 | → |
| 2554 | SOUTH STREET ADVISORS, LLC | NEW YORK | 112326 | $906.1M | 7 | 2026-03-31 | → |
| 2555 | BERKELEY CAPITAL PARTNERS, LLC | MILTON | 281082 | $1.10B | 11 | 2026-03-31 | → |
| 2556 | GREAT OAK CAPITAL PARTNERS, LLC | SOUTH EASTON | 281045 | $477.9M | 7 | 2026-04-30 | → |
| 2557 | ASSABET ADVISORS, LLC | HOLDEN | 127795 | $171.4M | 3 | 2026-03-31 | → |
| 2558 | HUDSON PORTFOLIO MANAGEMENT LLC | GARRISON | 130021 | $185.9M | 5 | 2026-03-31 | → |
| 2559 | BROWN, LISLE/CUMMINGS, INC. | PROVIDENCE | 1331 | $487.3M | 13 | 2026-06-30 | → |
| 2560 | BLUESTONE FINANCIAL ADVISORS, LLC | BETHESDA | 146946 | $207.3M | 3 | 2026-02-28 | → |
| 2561 | UHLER VERTICH WHITE ADVISORS, LLC | FORT MYERS | 130716 | $513.7M | 11 | 2026-04-30 | → |
| 2562 | COMPASS CAPITAL CORPORATION | BRAINTREE | 112323 | $663.6M | 14 | 2025-09-30 | → |
| 2563 | LONGWALL INVESTMENT PARTNERS, LLC | WESTPORT | 324336 | $428.2M | 5 | 2026-04-30 | → |
| 2564 | ALTERNATIVE INVESTMENT ADVISORS, LLC | MAITLAND | 160108 | $385.9M | 15 | 2026-03-31 | → |
| 2565 | OXFORD PLANNING GROUP, LLC | WOODSTOCK | 286017 | $112.9M | 3 | 2026-06-30 | → |
| 2566 | DAVIS PRIVATE WEALTH, LLC | ROYAL PALM BEACH | 285952 | $192.7M | 3 | 2026-06-30 | → |
| 2567 | BRIGHTWATER ADVISORY, LLC | TAMPA | 169806 | $303.8M | 5 | 2026-03-31 | → |
| 2568 | HART & PATTERSON FINANCIAL GROUP, LLC | AMHERST | 310639 | $275.6M | 4 | 2025-03-31 | → |
| 2569 | BLACKRIDGE ASSET MANAGEMENT, LLC | JUPITER | 277085 | $370.3M | 72 | 2026-05-31 | → |
| 2570 | HORIZONS WEALTH MANAGEMENT, INC. | ASHEVILLE | 127457 | $258.2M | 4 | 2026-01-31 | → |
| 2571 | PROACTIVE WEALTH STRATEGIES, LLC | MARIETTA | 318872 | $315.8M | 4 | 2026-06-30 | → |
| 2572 | EDLY ADVISORS LLC | WHITE PLAINS | 328677 | $19.8M | 2 | 2025-10-31 | → |
| 2573 | TIKEHAU CAPITAL NORTH AMERICA LLC | NEW YORK | 289075 | $6.16B | 56 | 2026-05-31 | → |
| 2574 | SEASCAPE CAPITAL MANAGEMENT,LLC | PORTSMOUTH | 126928 | $466.9M | 6 | 2026-03-31 | → |
| 2575 | GOLDEN YEARS ADVISORY, LLC | DULUTH | 151640 | $111.1M | 2 | 2026-02-28 | → |
| 2576 | HILLMAN CAPITAL MANAGEMENT INC | BETHESDA | 110096 | $195.9M | 7 | 2026-03-31 | → |
| 2577 | BEY-DOUGLAS, LLC | MARIETTA | 108856 | $179.8M | 3 | 2026-03-31 | → |
| 2578 | MATERETSKY FINANCIAL GROUP, INC. | BOYNTON BEACH | 292353 | $720.8M | 9 | 2026-03-31 | → |
| 2579 | WEALTH ENGAGEMENT LLC | ATLANTA | 310438 | $105.0M | 3 | 2026-06-30 | → |
| 2580 | TILDEN PARK CAPITAL MANAGEMENT LP | NEW YORK | 161836 | $6.84B | 37 | 2026-06-30 | → |
| 2581 | STEIGERWALD, GORDON & KOCH INC. | LEESBURG | 111685 | $1.32B | 16 | 2026-04-30 | → |
| 2582 | THE AMBRUS GROUP LLC | TAMPA | 316761 | $485.1M | 5 | 2026-05-31 | → |
| 2583 | CHESAPEAKE INVESTMENT MANAGEMENT LLC | MCLEAN | 119010 | $205.0M | 7 | 2026-03-31 | → |
| 2584 | CAPITAL MANAGEMENT ADVISORS INC | MARIETTA | 110447 | $52.0M | 4 | 2025-12-31 | → |
| 2585 | MERITED WEALTH, LLC | NORTH BAY VILLAGE | 299549 | $186.1M | 8 | 2026-06-30 | → |
| 2586 | BENEDICT FINANCIAL ADVISORS, INC. | ATLANTA | 116690 | $529.4M | 7 | 2026-03-31 | → |
| 2587 | WESTBOURNE INVESTMENT ADVISORS INC. | ANNAPOLIS | 144571 | $448.8M | 6 | 2026-03-31 | → |
| 2588 | LIVELIFE CAPITAL PARTNERS LLC | SOUTHBOROUGH | 290008 | $372.1M | 9 | 2026-06-30 | → |
| 2589 | FIR TREE CAPITAL MANAGEMENT LP | NEW YORK | 156651 | $1.06B | 19 | 2025-05-31 | → |
| 2590 | RCS FINANCIAL PLANNING, LLC | ANNAPOLIS | 291678 | $281.0M | 2 | 2026-03-31 | → |
| 2591 | GRIFFITH & WERNER, INC. | CANTON | 136380 | $218.6M | 4 | 2026-05-31 | → |
| 2592 | MK3 WEALTH LLC | CHERRY HILL | 305760 | $113.1M | 3 | 2026-06-30 | → |
| 2593 | MWA INVESTMENTS, LLC | WHITE STONE | 156685 | $250.4M | 1 | 2026-03-31 | → |
| 2594 | VOYA FINANCIAL ADVISORS, INC. | WINDSOR | 2882 | $3.87B | 638 | 2026-05-31 | → |
| 2595 | SPC FINANCIAL INC | ROCKVILLE | 104618 | $1.39B | 33 | 2025-03-31 | → |
| 2596 | FOREST CAPITAL OPERATING COMPANY LLC | CONCORD | 325514 | $143.2M | 4 | 2026-01-31 | → |
| 2597 | JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC | FLORHAM PARK | 155392 | $161.7M | 14 | 2026-03-31 | → |
| 2598 | BECKERMAN INSTITUTIONAL, LLC | OCEAN GROVE | 142480 | $303.3M | 6 | 2026-03-31 | → |
| 2599 | RDM CAPITAL ASSOCIATES INC | RED BANK | 106941 | $164.5M | 4 | 2026-03-31 | → |
| 2600 | AHL INVESTMENT MANAGEMENT, INC. | WINTER PARK | 120593 | $200.0M | 3 | 2025-01-31 | → |
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