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 | |
|---|---|---|---|---|---|---|---|
| 2701 | STUYVESANT CAPITAL MANAGEMENT CORPORATION | ARMONK | 111998 | $43.0M | 2 | 2026-03-31 | → |
| 2702 | HERMITAGE WEALTH MANAGEMENT, INC. | RICHMOND | 333235 | $37.5M | 14 | 2026-03-31 | → |
| 2703 | ASSETGRADE, LLC | BOSTON | 168779 | $337.7M | 3 | 2026-03-31 | → |
| 2704 | PRIMORIS WEALTH ADVISORS, LLC | NORTH PALM BEACH | 125567 | $230.0M | 7 | 2026-03-31 | → |
| 2705 | BOGART WEALTH, LLC | MCLEAN | 283886 | $3.19B | 50 | 2026-03-31 | → |
| 2706 | SPRAKER WEST WEALTH MANAGEMENT, INC | WINTER PARK | 147075 | $265.3M | 6 | 2026-03-31 | → |
| 2707 | IA NETWORK, LLC | CHARLOTTE | 319096 | $199.5M | 5 | 2026-03-31 | → |
| 2708 | 1650 WEALTH MANAGEMENT, LLC | LIGHTHOUSE POINT | 152985 | $119.7M | 1 | 2026-03-31 | → |
| 2709 | STONECASTLE ASSET MANAGEMENT, LLC | NEW YORK | 166252 | $7.5M | 6 | 2026-03-31 | → |
| 2710 | PARK SQUARE FINANCIAL GROUP, LLC | ROSWELL | 332268 | $218.6M | 5 | 2026-04-30 | → |
| 2711 | RICHARD YOUNG ASSOCIATES, LTD. | AUGUSTA | 126124 | $1.20B | 16 | 2026-02-28 | → |
| 2712 | TANDEM INVESTMENT PARTNERS, LLC | BORDENTOWN | 172309 | $200.2M | 4 | 2026-02-28 | → |
| 2713 | SIGNAL RIDGE CAPITAL PARTNERS, LLC | FRAMINGHAM | 167576 | $113.6M | 4 | 2026-03-31 | → |
| 2714 | APEX INVESTMENT GROUP, LLC | HUDSON | 333593 | $211.1M | 6 | 2026-06-30 | → |
| 2715 | SAVIOR LLC | WELLESLEY | 299178 | $140.2M | 3 | 2026-03-31 | → |
| 2716 | SUSTAINVEST ASSET MANAGEMENT, LLC | LINWOOD | 166685 | $137.4M | 1 | 2026-03-31 | → |
| 2717 | INTENTIONAL, LLC | FORT MILL | 318570 | $175.8M | 3 | 2026-06-30 | → |
| 2718 | LADD CAPITAL MANAGEMENT LLC | NEW HAVEN | 105162 | $176.6M | 0 | 2026-02-28 | → |
| 2719 | GOODWIN INVESTMENT ADVISORY, LLC | WOODSTOCK | 131193 | $397.0M | 13 | 2026-03-31 | → |
| 2720 | U.S. CHERRY LLC | ST. PETERSBURG | 311564 | $8.3M | 1 | 2026-03-31 | → |
| 2721 | BOSTONPREMIER WEALTH, LLC | HINGHAM | 282268 | $525.2M | 8 | 2026-04-30 | → |
| 2722 | SOUTH SHORE CAPITAL ADVISORS, LLC | BOSTON | 142915 | $272.8M | 3 | 2026-03-31 | → |
| 2723 | WOLFSTICH CAPITAL, LLC | MEDFIELD | 146026 | $162.1M | 1 | 2026-01-31 | → |
| 2724 | CASSEDY FINANCIAL GROUP, INC. | TAMPA | 111446 | $248.4M | 4 | 2026-03-31 | → |
| 2725 | APPOMATTOX ADVISORY, INC | NEW YORK | 153731 | $425.6M | 6 | 2026-03-31 | → |
| 2726 | RAVEN CREDIT CAPITAL MANAGEMENT LLC | NEW YORK | 331556 | $1.46B | 23 | 2026-05-31 | → |
| 2727 | PAULSON WEALTH MANAGEMENT INC. | WEST PALM BEACH | 150374 | $558.9M | 11 | 2026-03-31 | → |
| 2728 | LYON CAPITAL MANAGEMENT, LLC | PITTSFORD | 111311 | $94.8M | 3 | 2026-04-30 | → |
| 2729 | COPPERLEAF CAPITAL, LLC | CLOVER | 117823 | $281.6M | 7 | 2026-06-30 | → |
| 2730 | ABACUS FCF ADVISORS LLC | ORLANDO | 135152 | $642.6M | 5 | 2026-06-30 | → |
| 2731 | REALTA INVESTMENT ADVISORS, INC | WILMINGTON | 134952 | $385.4M | 61 | 2026-03-31 | → |
| 2732 | MAUNEY-PITT FINANCIAL MANAGEMENT, INC. | SHELBY | 337870 | $418.0M | 6 | 2026-05-31 | → |
| 2733 | ALCHEMI WEALTH, LLC | ESSEX | 310451 | $286.9M | 8 | 2026-02-28 | → |
| 2734 | SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | ARMONK | 327151 | $283.0M | 3 | 2026-03-31 | → |
| 2735 | THE LUTS & GREENLEIGH GROUP, INC. | BETHESDA | 305002 | $563.9M | 3 | 2026-01-31 | → |
| 2736 | IBN ADVISORY SERVICES, INC. | LIVERPOOL | 293288 | $69.8M | 8 | 2026-04-30 | → |
| 2737 | ONE OAK CAPITAL MANAGEMENT, LLC | PURCHASE | 170339 | $418.5M | 14 | 2026-03-31 | → |
| 2738 | WBI INVESTMENTS, LLC | RED BANK | 106336 | $539.6M | 13 | 2026-03-31 | → |
| 2739 | FINANCIAL FUTURES LIMITED LIABILITY COMPANY | BRIELLE | 128900 | $270.5M | 5 | 2026-03-31 | → |
| 2740 | BR CAPITAL ADVISORS LLC | CORAL GABLES | 310003 | $568.4M | 6 | 2026-03-31 | → |
| 2741 | FOUR TREE ISLAND ADVISORY LLC | PORTSMOUTH | 158851 | $182.2M | 2 | 2026-03-31 | → |
| 2742 | COHEN INVESTMENT ADVISORS, LLC | BEDFORD | 168595 | $259.3M | 7 | 2026-06-30 | → |
| 2743 | ADVOCATE INVESTING SERVICES, LLC | WOODBINE | 273035 | $186.6M | 5 | 2026-03-31 | → |
| 2744 | FUSCO FINANCIAL SERVICES INC | WILTON MANORS | 106841 | $159.3M | 2 | 2026-01-31 | → |
| 2745 | ALPHA CAPITAL ADVISORS, INC. | BANGOR | 138825 | $146.0M | 6 | 2026-03-31 | → |
| 2746 | DOMINARI SECURITIES LLC | NEW YORK | 18975 | $28.0M | 14 | 2026-03-31 | → |
| 2747 | LAKE ROAD ADVISORS, LLC | CORNING | 281657 | $98.8M | 2 | 2026-01-31 | → |
| 2748 | CORNERSTONE PLANNING, LLC | CHARLOTTE | 166886 | $485.9M | 13 | 2026-02-28 | → |
| 2749 | BAY CAPITAL ADVISORS, LLC | VIRGINIA BEACH | 140796 | $228.3M | 5 | 2026-03-31 | → |
| 2750 | WILMINGTON CAPITAL SECURITIES, LLC | GARDEN CITY | 133839 | $277.1M | 6 | 2026-03-31 | → |
| 2751 | SALTMARSH FINANCIAL ADVISORS, LLC | PENSACOLA | 132248 | $356.5M | 6 | 2026-03-31 | → |
| 2752 | THE EIDEARD GROUP, LLC | BEDFORD | 139834 | $158.1M | 3 | 2026-03-31 | → |
| 2753 | SCHIAVI & COMPANY LLC | WILMINGTON | 104804 | $797.6M | 10 | 2026-03-31 | → |
| 2754 | CAROLINA WEALTH ADVISORS, LLC | MYRTLE BEACH | 288837 | $313.4M | 6 | 2026-03-31 | → |
| 2755 | HUDSON ADVISOR SERVICES, INC. | BUFFALO | 107769 | $310.1M | 6 | 2026-04-30 | → |
| 2756 | OAK HILL WEALTH ADVISORS, LLC | LANSDOWNE | 318606 | $603.2M | 10 | 2025-03-31 | → |
| 2757 | DIAMANT ASSET MANAGEMENT, INC. | RIDGEFIELD | 107788 | $211.5M | 3 | 2026-03-31 | → |
| 2758 | SUMMIT PLACE FINANCIAL ADVISORS,LLC | SUMMIT | 147984 | $300.4M | 6 | 2026-03-31 | → |
| 2759 | THEOREM PARTNERS LLC | NEW YORK | 281280 | $1.03B | 121 | 2026-06-30 | → |
| 2760 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 2761 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. | WOODBRIDGE | 301186 | $231.1M | 2 | 2026-04-30 | → |
| 2762 | LANE AND ASSOCIATES LLC | MOORESTOWN | 165321 | $418.5M | 8 | 2025-02-28 | → |
| 2763 | BPBI LLC | NEW YORK | 288133 | $51.0M | 2 | 2026-03-31 | → |
| 2764 | LUNIN-PACK PLANNING AND ADVICE, LLC | COLD SPRING | 334066 | $32.4M | 2 | 2026-03-31 | → |
| 2765 | CORE COMPLIANCE GROUP, LLC | ROCK HILL | 306661 | $338.4M | 9 | 2026-03-31 | → |
| 2766 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | RALEIGH | 118943 | $177.4M | 3 | 2026-03-31 | → |
| 2767 | LAIDLAW WEALTH MANAGEMENT LLC | NEW YORK | 150040 | $108.1M | 13 | 2026-04-30 | → |
| 2768 | SALVUS WEALTH MANAGEMENT, LLC | RED BANK | 171986 | $316.5M | 7 | 2026-06-30 | → |
| 2769 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | JACKSONVILLE | 120084 | $213.5M | 5 | 2026-02-28 | → |
| 2770 | PFW ADVISORS, LLC | ATLANTA | 325119 | $393.2M | 4 | 2026-01-31 | → |
| 2771 | ALLISON INVESTMENT MANAGEMENT, LLC | COLUMBIA | 124645 | $170.4M | 2 | 2026-03-31 | → |
| 2772 | BLUE POINT FINANCIAL, INC. | SCARBOROUGH | 299688 | $152.7M | 3 | 2026-03-31 | → |
| 2773 | MOORE WEALTH LLC | FREDERICK | 323374 | $156.9M | 6 | 2026-02-28 | → |
| 2774 | CARR FINANCIAL GROUP CORPORATION | WORCESTER | 317321 | $744.2M | 9 | 2026-05-31 | → |
| 2775 | STRATTON CAPITAL INVESTMENT ADVISORY LLC | NEW YORK | 307491 | $138.3M | 13 | 2026-06-30 | → |
| 2776 | ACTIVE WEALTH ADVISORS LLC | WOODCLIFF LAKE | 336793 | $75.4M | 1 | 2026-03-31 | → |
| 2777 | OAK BARREL WEALTH ADVISORY LLC | RESTON | 333693 | $353.7M | 3 | 2026-01-31 | → |
| 2778 | STORMS & ROWDON FINANCIAL SERVICES, INC. | ORMOND BEACH | 334690 | $141.2M | 4 | 2026-02-28 | → |
| 2779 | BLANK EQUITY MANAGEMENT LLC | PORT WASHINGTON | 153570 | $143.0M | 2 | 2026-01-31 | → |
| 2780 | FIRST LIGHT WEALTH ADVISORS, LLC | LITTLE FALLS | 291214 | $116.3M | 4 | 2026-04-30 | → |
| 2781 | BELLARS HARRIS WEALTH MANAGEMENT, LLC | VIRGINIA BEACH | 338986 | $505.4M | 8 | 2026-04-30 | → |
| 2782 | CLEAR POINT ADVISORS, INC. | MELVILLE | 111775 | $253.4M | 4 | 2026-03-31 | → |
| 2783 | HUNTER MICHAEL INVESTMENT ADVISORS INC | RICHMOND | 107884 | $81.2M | 1 | 2026-03-31 | → |
| 2784 | CHARTER RESEARCH & INVESTMENT GROUP INC | SOUTHPORT | 106452 | $275.1M | 3 | 2026-03-31 | → |
| 2785 | YESKE BUIE INC. | VIENNA | 143234 | $1.07B | 17 | 2026-02-28 | → |
| 2786 | LAW & ASSOCIATES INC | GLEN ECHO | 105350 | $326.6M | 6 | 2026-04-30 | → |
| 2787 | NORTHSTAR FINANCIAL PLANNERS, INC. | PLANTATION | 131507 | $311.6M | 8 | 2026-02-28 | → |
| 2788 | ICG INVESTMENTS INC | NEW YORK | 162589 | $49.69B | 94 | 2026-03-31 | → |
| 2789 | GARRETT NAGLE & CO., INC. | WOBURN | 7071 | $98.4M | 4 | 2026-03-31 | → |
| 2790 | FIEN CAPITAL MANAGEMENT, LLC | ROCHESTER | 114951 | $137.7M | 2 | 2026-02-28 | → |
| 2791 | MONEY MANAGEMENT FINANCIAL SERVICES LLC | MOORESTOWN | 288375 | $289.6M | 4 | 2026-04-30 | → |
| 2792 | HUDSON VIEW ADVISORS, LLC | CROTON-ON-HUDSON | 288839 | $64.3M | 1 | 2026-03-31 | → |
| 2793 | BNA WEALTH, INC. | ROCK HILL | 39326 | $619.8M | 8 | 2026-05-31 | → |
| 2794 | CORNELL POCHILY INVESTMENT ADVISORS, INC. | ITHACA | 145355 | $654.4M | 5 | 2026-03-31 | → |
| 2795 | CATHY PARETO AND ASSOCIATES, INC. | CORAL GABLES | 145919 | $300.1M | 7 | 2026-06-30 | → |
| 2796 | PARRISH CAPITAL, LLC | KENNESAW | 172783 | $150.0M | 3 | 2026-03-31 | → |
| 2797 | SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC | SOUTHPORT | 146270 | $192.1M | 3 | 2026-03-31 | → |
| 2798 | AMJ FINANCIAL WEALTH MANAGEMENT LLC | LEESBURG | 162878 | $481.8M | 17 | 2026-03-31 | → |
| 2799 | CHEMISTRY WEALTH MANAGEMENT LLC | NEW YORK | 316069 | $1.26B | 11 | 2026-03-31 | → |
| 2800 | CALAMITA WEALTH MANAGEMENT INC. | CHARLOTTE | 153316 | $138.2M | 4 | 2026-02-28 | → |
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