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 | |
|---|---|---|---|---|---|---|---|
| 2801 | HALBERSTADT FINANCIAL CONSULTANTS, INC. | PRINCETON | 109462 | $185.0M | 5 | 2026-03-31 | → |
| 2802 | BRIDGE CREEK CAPITAL MANAGEMENT LLC | WEST BARNSTABLE | 141001 | $470.6M | 5 | 2025-03-31 | → |
| 2803 | ROSE CAPITAL ADVISORS, LLC | MIAMI BEACH | 173054 | $608.3M | 14 | 2026-04-30 | → |
| 2804 | EDMP, INC. | LUTZ | 110248 | $147.4M | 3 | 2026-03-31 | → |
| 2805 | WARREN CAPITAL MANAGEMENT, INC. | CHARLESTON | 137449 | $131.0M | 3 | 2026-06-30 | → |
| 2806 | SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC | WALTHAM | 120766 | $885.4M | 20 | 2025-05-31 | → |
| 2807 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | ATLANTA | 126514 | $382.0M | 56 | 2026-03-31 | → |
| 2808 | SAMALIN INVESTMENT COUNSEL, LLC | CHAPPAQUA | 142214 | $490.5M | 13 | 2026-06-30 | → |
| 2809 | QTR FAMILY WEALTH, LLC | LAKE MARY | 331655 | $749.3M | 7 | 2026-03-31 | → |
| 2810 | DIVERSIFIED RESOURCES, LLC | WARWICK | 31346 | $268.8M | 6 | 2026-03-31 | → |
| 2811 | MERRYFIELD BARNES, LLC | ITHACA | 159862 | $124.2M | 4 | 2026-03-31 | → |
| 2812 | CLARK & STUART INC | PORTLAND | 107991 | $195.6M | 4 | 2026-03-31 | → |
| 2813 | CLARITY FINANCIAL ADVISORS LLC | ST. PETERSBURG | 323321 | $149.5M | 9 | 2026-06-30 | → |
| 2814 | 4J WEALTH MANAGEMENT, LLC | MCLEAN | 297268 | $348.1M | 4 | 2026-03-31 | → |
| 2815 | BDFS CAPITAL LLC | REHOBOTH BEACH | 287680 | $411.3M | 9 | 2026-01-31 | → |
| 2816 | DAVIDOV FINANCIAL COACHING, LLC | NEW HYDE PARK | 166794 | $143.8M | 3 | 2026-03-31 | → |
| 2817 | FRIEDENTHAL FINANCIAL, LLC | MARLTON | 150457 | $196.4M | 4 | 2026-04-30 | → |
| 2818 | CAPITAL FINANCIAL, LLC | OLNEY | 122844 | $159.4M | 2 | 2026-03-31 | → |
| 2819 | GUNPOWDER CAPITAL MANAGEMENT, LLC | TOWSON | 314867 | $340.4M | 6 | 2026-03-31 | → |
| 2820 | NOBSCOT INVESTMENT MANAGEMENT LLC | WELLESLEY | 283289 | $164.2M | 1 | 2026-01-31 | → |
| 2821 | RANDALL FINANCIAL GROUP, LLC | SMITHFILED | 134804 | $107.6M | 8 | 2026-06-30 | → |
| 2822 | MONTE FINANCIAL GROUP, LLC | GUILFORD | 150119 | $482.4M | 12 | 2026-03-31 | → |
| 2823 | COMPOUND FAMILY OFFICES, LLC | SARASOTA | 298776 | $540.8M | 6 | 2026-04-30 | → |
| 2824 | CARL P. SHERR & CO., LLC | WORCESTER | 3394 | $505.4M | 5 | 2026-03-31 | → |
| 2825 | TOWNSEND ASSET MANAGEMENT CORP. | RALEIGH | 108216 | $479.6M | 7 | 2026-02-28 | → |
| 2826 | SHERMAN WEALTH MANAGEMENT LLC | GAITHERSBURG | 281093 | $160.3M | 5 | 2026-04-30 | → |
| 2827 | PEAK FINANCIAL MANAGEMENT INC | WELLESLEY | 110559 | $534.4M | 9 | 2026-06-30 | → |
| 2828 | BUTTERWORTH FINANCIAL LLC | DANVERS | 325026 | $103.3M | 1 | 2026-01-31 | → |
| 2829 | SAYBROOK WEALTH GROUP, INC. | OLD SAYBROOK | 317867 | $292.1M | 2 | 2026-03-31 | → |
| 2830 | TRICAPITAL WEALTH MANAGEMENT, INC. | CHARLOTTE | 118788 | $132.7M | 3 | 2026-03-31 | → |
| 2831 | COBBLESTONE ASSET MANAGEMENT LLC | RICHMOND | 326545 | $258.9M | 4 | 2026-05-31 | → |
| 2832 | PINNACLE CAPITAL MANAGEMENT, LLC | EAST SYRACUSE | 141661 | $300.5M | 7 | 2026-04-30 | → |
| 2833 | ADVISORS FINANCIAL, INC. | MCLEAN | 144837 | $321.2M | 7 | 2026-06-30 | → |
| 2834 | STRATEGIC POINT INVESTMENT ADVISORS LLC | PROVIDENCE | 124636 | $914.8M | 12 | 2026-03-31 | → |
| 2835 | CURIO WEALTH, LLC | ANNAPOLIS | 328178 | $460.7M | 13 | 2026-03-31 | → |
| 2836 | CHRONOS WEALTH MANAGEMENT, L.L.C. | CLEARWATER | 299782 | $274.0M | 3 | 2026-02-28 | → |
| 2837 | 360 FINANCIAL PARTNERS, LLC | MOUNT PLEASANT | 169280 | $206.5M | 3 | 2026-03-31 | → |
| 2838 | GOLD COAST WEALTH MANAGEMENT, LLC | JERICHO | 156338 | $413.8M | 3 | 2026-03-31 | → |
| 2839 | VICTRIX INVESTMENT ADVISORS LLC | STUART | 167517 | $343.3M | 7 | 2026-03-31 | → |
| 2840 | V&V MANAGEMENT GROUP CORPORATION | MELVILLE | 287468 | $104.8M | 1 | 2026-02-28 | → |
| 2841 | KUHN ADVISORS, INC. | DURHAM | 117816 | $800.8M | 8 | 2026-05-31 | → |
| 2842 | A. N. CULBERTSON & COMPANY, INC. | CHARLOTTESVILLE | 108341 | $817.8M | 9 | 2026-06-30 | → |
| 2843 | CLEARVIEW FINANCIAL PLANNING, INC. | SOUTHOLD | 291834 | $37.9M | 1 | 2026-03-31 | → |
| 2844 | SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | MONTVALE | 298315 | $454.2M | 8 | 2026-03-31 | → |
| 2845 | SDR INVESTMENT MANAGEMENT, INC. | LONGWOOD | 108682 | $188.6M | 6 | 2026-03-31 | → |
| 2846 | AVENTURA PRIVATE WEALTH, LLC | AVENTURA | 332630 | $374.8M | 5 | 2026-05-31 | → |
| 2847 | BALANCED WEALTH MANAGEMENT, LLC. | EAST GREENWICH | 174699 | $102.0M | 4 | 2026-04-30 | → |
| 2848 | MG FINANCIAL LLC | BRAINTREE | 107649 | $1.13B | 9 | 2026-03-31 | → |
| 2849 | OLD PEAK FINANCE LLC | CHAPEL HILL | 154804 | $714.1M | 9 | 2026-05-31 | → |
| 2850 | THE WEALTH GROUP, LTD | RALEIGH | 154106 | $160.2M | 8 | 2026-03-31 | → |
| 2851 | LOWE WEALTH ADVISORS, LLC | COLUMBIA | 157906 | $460.2M | 9 | 2025-03-31 | → |
| 2852 | LONGVIEW WEALTH MANAGEMENT, INC. | ATLANTA | 136214 | $1.15B | 24 | 2026-05-31 | → |
| 2853 | THAYER FINANCIAL, L.L.C. | HICKORY | 304729 | $106.4M | 3 | 2026-02-28 | → |
| 2854 | CLARIS FINANCIAL, LLC | GLEN ALLEN | 168503 | $330.2M | 8 | 2026-03-31 | → |
| 2855 | GOLDEN ROAD ADVISORS LLC | TAMPA | 314077 | $237.7M | 4 | 2026-03-31 | → |
| 2856 | PENINSULA ASSET MANAGEMENT INC | BRADENTON | 108600 | $284.1M | 4 | 2026-03-31 | → |
| 2857 | MCNAMARA FINANCIAL SERVICES, INC. | MARSHFIELD | 154311 | $797.9M | 11 | 2026-02-28 | → |
| 2858 | GENESIS WEALTH ADVISORS, LLC | BRAINTREE | 158388 | $200.1M | 7 | 2026-02-28 | → |
| 2859 | FLOREK FINANCIAL, LLC | DUXBURY | 152235 | $511.0M | 2 | 2026-02-28 | → |
| 2860 | ULLMANN WEALTH PARTNERS GROUP, LLC | JACKSONVILLE BEACH | 316697 | $1.25B | 13 | 2026-03-31 | → |
| 2861 | MORI HUSTON PARTNERS LLC | MIAMI | 151260 | $241.6M | 3 | 2026-05-31 | → |
| 2862 | WELA STRATEGIES, INC. | ATLANTA | 147762 | $255.5M | 22 | 2025-03-31 | → |
| 2863 | MULLOOLY ASSET MANAGEMENT, INC. | WALL TOWNSHIP | 121184 | $455.6M | 4 | 2026-02-28 | → |
| 2864 | NOSURIS, INC. | LYNBROOK | 160979 | $95.0M | 2 | 2026-06-30 | → |
| 2865 | DGS CAPITAL MANAGEMENT, LLC | JERSEY CITY | 281938 | $1.05B | 12 | 2026-03-31 | → |
| 2866 | AIFG CONSULTANTS LTD. | HALFMOON | 281122 | $213.0M | 11 | 2026-04-30 | → |
| 2867 | MADISON ADVISORY SERVICES, INC. | WHITE PLAINS | 132386 | $509.7M | 16 | 2026-04-30 | → |
| 2868 | ENTELEVEST, LLC | CORAL GABLES | 318115 | $147.0M | 3 | 2026-03-31 | → |
| 2869 | WH CORNERSTONE INVESTMENTS INC. | DUXBURY | 119725 | $200.0M | 6 | 2026-02-28 | → |
| 2870 | ALGORITHMIC INVESTMENT MODELS, LLC | BOSTON | 306354 | $90.9M | 8 | 2026-05-31 | → |
| 2871 | QUANTUM PRIVATE WEALTH, LLC | TAMPA | 307358 | $418.0M | 6 | 2026-03-31 | → |
| 2872 | HOLISTIC WEALTH ADVISORS | CLIFTON PARK | 332918 | $278.7M | 10 | 2026-03-31 | → |
| 2873 | MORRIS FINANCIAL CONCEPTS, INC. | MOUNT PLEASANT | 114862 | $538.4M | 10 | 2026-03-31 | → |
| 2874 | ALLEN WEALTH MANAGEMENT, LLC | BOONE | 133038 | $664.3M | 7 | 2026-01-31 | → |
| 2875 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | BOCA RATON | 283264 | $162.1M | 4 | 2026-03-31 | → |
| 2876 | COLUMN PARK ASSET MANAGEMENT, LP | COCOA BEACH | 169730 | $148.8M | 4 | 2026-03-31 | → |
| 2877 | FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. | WEST PALM BEACH | 126411 | $155.5M | 2 | 2025-03-31 | → |
| 2878 | LEGACY WEALTH ADVISORS, LLC | NORTH MIAMI BEACH | 326117 | $922.8M | 14 | 2026-03-31 | → |
| 2879 | CS ADVISORS INC. | BOCA RATON | 130729 | $118.0M | 3 | 2026-02-28 | → |
| 2880 | SEARLE & CO. | GREENWICH | 13035 | $629.9M | 13 | 2025-12-31 | → |
| 2881 | PW ADVISORS, LLC | TALLAHASSEE | 336499 | $131.8M | 7 | 2026-04-30 | → |
| 2882 | SGROI WEALTH ADVISORY GROUP LLC | WEST SENECA | 289764 | $1.36B | 27 | 2026-02-28 | → |
| 2883 | P&A CAPITAL ADVISORS, INC. | NEW YORK | 111731 | $126.4M | 10 | 2026-03-31 | → |
| 2884 | EAGLE CAPITAL ADVISORS, LLC | MIDDLEBURY | 173730 | $103.0M | 2 | 2026-06-30 | → |
| 2885 | COMMONWEALTH FINANCIAL PLANNERS INC | ROSWELL | 106831 | $227.6M | 3 | 2026-03-31 | → |
| 2886 | ARMSTRONG ADVISORY GROUP INC. | NEEDHAM | 318662 | $1.67B | 22 | 2026-03-31 | → |
| 2887 | BCA PRIVATE WEALTH, INC. | GREENVILLE | 140913 | $317.3M | 5 | 2026-02-28 | → |
| 2888 | BREACHWAY INVESTMENTS, LLC | CHARLESTOWN | 299102 | $164.9M | 1 | 2026-06-30 | → |
| 2889 | THE FINANCIAL LEGACY GROUP, LLC | CHARLOTTE | 287632 | $107.3M | 3 | 2026-01-31 | → |
| 2890 | HARBOR ADVISORY CORPORATION | PORTSMOUTH | 105151 | $480.9M | 3 | 2026-05-31 | → |
| 2891 | KENDALL CAPITAL MANAGEMENT | ROCKVILLE | 134740 | $743.9M | 12 | 2026-03-31 | → |
| 2892 | QUORUS INC. | WESTPORT | 323161 | $148.2M | 7 | 2026-06-30 | → |
| 2893 | HUDSON HERITAGE CAPITAL MANAGEMENT, INC. | CROTON-ON-HUDSON | 44357 | $128.7M | 12 | 2026-03-31 | → |
| 2894 | PROMETHIUM ADVISORS, LLC | BETHESDA | 329565 | $235.3M | 4 | 2026-03-31 | → |
| 2895 | AMERITY WEALTH MANAGEMENT, LLC | LAKELAND | 322265 | $338.8M | 17 | 2026-06-30 | → |
| 2896 | SAUL WEALTH ADVISORS, LLC | MIAMI | 337371 | $201.5M | 4 | 2026-03-31 | → |
| 2897 | SUMMIT INVESTMENT ADVISORS, INC. | HUNT VALLEY | 281050 | $255.0M | 8 | 2025-05-31 | → |
| 2898 | TIMBUKTU CAPITAL MANAGEMENT, LLC | BOSTON | 131084 | $98.6M | 3 | 2026-03-31 | → |
| 2899 | ROBBINS FARLEY LLC | BEDFORD | 286581 | $252.9M | 5 | 2026-03-31 | → |
| 2900 | PECONIC ASSET PLANNING, INC. | RIVERHEAD | 310121 | $64.6M | 2 | 2026-01-31 | → |
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