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 | |
|---|---|---|---|---|---|---|---|
| 3201 | CLEMSON-EPS ADVISORS, LLC | SENECA | 153101 | $192.8M | 4 | 2025-10-31 | → |
| 3202 | DONALD W. NICHOLSON & ASSOCIATES LTD | WILMINGTON | 107054 | $171.2M | 5 | 2026-04-30 | → |
| 3203 | MAGNIFINA, LLC | BEDFORD HILLS | 306005 | $53.9M | 3 | 2026-03-31 | → |
| 3204 | SANDY COVE ADVISORS, LLC | HINGHAM | 152482 | $684.9M | 8 | 2026-03-31 | → |
| 3205 | EXCEED ADVISORY LLC | NEW YORK | 170403 | $119.2M | 3 | 2026-02-28 | → |
| 3206 | STERLING MANOR FINANCIAL, LLC | SARATOGA SPRINGS | 284218 | $201.0M | 3 | 2026-05-31 | → |
| 3207 | MAGELLAN FINANCIAL SOLUTIONS LLC | WARWICK | 169107 | $40.4M | 1 | 2026-03-31 | → |
| 3208 | MULLINS INVESTMENT SERVICES, LLC | CULPEPER | 155899 | $128.4M | 2 | 2025-10-31 | → |
| 3209 | INVESTMENT ADVISORY SERVICES GROUP LLC | BOCA RATON | 323361 | $179.3M | 9 | 2026-02-28 | → |
| 3210 | SULZBERGER CAPITAL ADVISORS, INC. | MIAMI | 174673 | $117.1M | 2 | 2026-05-31 | → |
| 3211 | FIRST FINANCIAL ADVISORY SERVICES INC | WESTERLY | 105031 | $278.0M | 7 | 2026-04-30 | → |
| 3212 | ARMOR INVESTMENT ADVISORS, LLC | RALEIGH | 134200 | $356.0M | 6 | 2026-04-30 | → |
| 3213 | INVESTOR ADVISORY GROUP, LLC | CHARLOTTE | 106837 | $172.1M | 4 | 2026-03-31 | → |
| 3214 | NAPLES MONEY MANAGEMENT LLC | NAPLES | 153499 | $164.4M | 6 | 2026-04-30 | → |
| 3215 | SINGLE POINT PARTNERS, LLC | BOSTON | 163793 | $641.3M | 16 | 2026-03-31 | → |
| 3216 | STRICKLAND DAVIS ADVISORS LLC | MARIETTA | 126538 | $121.3M | 3 | 2026-03-31 | → |
| 3217 | TORTOISE INVESTMENT MANAGEMENT, LLC | WHITE PLAINS | 128723 | $2.07B | 21 | 2026-03-31 | → |
| 3218 | RELYEA ZUCKERBERG HANSON, LLC | STAMFORD | 125696 | $2.45B | 11 | 2026-02-28 | → |
| 3219 | GER LOFTIN WEALTH ADVISORS, LLC | JOHNS CREEK | 305359 | $344.5M | 6 | 2026-06-30 | → |
| 3220 | TONE CAPITAL, LLC | RICHMOND | 285622 | $118.3M | 4 | 2026-03-31 | → |
| 3221 | BRETON FINANCIAL, INC. | MEDFORD | 105606 | $134.0M | 4 | 2025-03-31 | → |
| 3222 | RICHARDSON FINANCIAL SERVICES INC. | MEDWAY | 130715 | $256.1M | 6 | 2026-04-30 | → |
| 3223 | SLEDGE AND COMPANY WEALTH ADVISORS, LLC | HIGH POINT | 336314 | $183.4M | 4 | 2026-04-30 | → |
| 3224 | THIRD VIEW PRIVATE WEALTH, LLC | WESTPORT | 335591 | $1.16B | 11 | 2026-04-30 | → |
| 3225 | FINANCIAL SYMMETRY INCORPORATED | RALEIGH | 118443 | $1.54B | 35 | 2026-05-31 | → |
| 3226 | KANE FINANCIAL, LLC | WATERVILLE | 291231 | $75.2M | 4 | 2026-03-31 | → |
| 3227 | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | WEBSTER | 284920 | $294.5M | 14 | 2026-04-30 | → |
| 3228 | MYLES WEALTH MANAGEMENT, LLC | FLORIDA | 169635 | $97.1M | 5 | 2025-03-31 | → |
| 3229 | MUNICIPAL ASSET MANAGEMENT INC | RYE BROOK | 108320 | $112.8M | 3 | 2026-03-31 | → |
| 3230 | SEAWAY ADVISORS,LTD. | FAIRPORT | 149745 | $50.8M | 2 | 2026-03-31 | → |
| 3231 | MOUNTAIN PASS PLANNING CORPORATION | HOPEWELL JUNCTION | 283389 | $74.9M | 1 | 2026-03-31 | → |
| 3232 | BLUE WATER CAPITAL MANAGEMENT, LLC | APEX | 127193 | $159.8M | 2 | 2026-02-28 | → |
| 3233 | GOOD HARBOR ADVISORS, INC. | GLOUCESTER | 143492 | $333.7M | 4 | 2026-06-30 | → |
| 3234 | ELM3 FINANCIAL GROUP, LLC | ALPHARETTA | 140594 | $189.0M | 6 | 2026-06-30 | → |
| 3235 | NEW VERNON ADVISERS LP | MORRISTOWN | 160231 | $902.1M | 14 | 2026-05-31 | → |
| 3236 | PROFESSIONAL TRADING SERVICES BROKERAGE, LLC | MT. LAUREL | 119307 | $131.7M | 18 | 2026-06-30 | → |
| 3237 | PROSTATIS GROUP LLC | HANOVER | 132662 | $605.4M | 27 | 2026-04-30 | → |
| 3238 | T. ROWE PRICE ADVISORY SERVICES, INC. | OWINGS MILLS | 108958 | $5.90B | 92 | 2026-06-30 | → |
| 3239 | THE SIMMONS PARTNERSHIP, INC | TOWSON | 156740 | $216.5M | 3 | 2026-03-31 | → |
| 3240 | MCDONOUGH CAPITAL MANAGEMENT, INC. | ORLANDO | 143767 | $258.2M | 3 | 2026-06-30 | → |
| 3241 | WILLIAMS WEALTH MANAGEMENT GROUP, INC. | BRADENTON | 147341 | $161.0M | 1 | 2026-03-31 | → |
| 3242 | BUTTONWOOD FINANCIAL ADVISORS, INC. | BALTIMORE | 144926 | $483.2M | 8 | 2026-03-31 | → |
| 3243 | LIVE OAK MANAGEMENT GROUP, LLC | BLUFFTON | 287840 | $126.0M | 4 | 2026-05-31 | → |
| 3244 | STRATEGAS ASSET MANAGEMENT, LLC | NEW YORK | 172000 | $458.4M | 26 | 2026-06-30 | → |
| 3245 | CORNERSTONE FINANCIAL MANAGEMENT LLC | BURLINGTON | 140967 | $167.0M | 7 | 2026-03-31 | → |
| 3246 | SECOND HALF FINANCIAL PARTNERS, LLC | SEBRING | 163454 | $128.0M | 5 | 2026-04-30 | → |
| 3247 | BONE FIDE WEALTH, LLC | NEW YORK | 301066 | $126.7M | 4 | 2026-03-31 | → |
| 3248 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | WEBSTER | 122575 | $174.6M | 6 | 2026-02-28 | → |
| 3249 | HERITAGE WEALTH MANAGEMENT, INC. | MEDFORD | 159158 | $153.2M | 2 | 2026-03-31 | → |
| 3250 | WELLS FINANCIAL MANAGEMENT, LLC | ASHEVILLE | 158030 | $132.7M | 2 | 2026-03-31 | → |
| 3251 | HUDSON CAPITAL ADVISORY, INC. | BUFFALO | 304163 | $327.7M | 5 | 2026-03-31 | → |
| 3252 | BEDMINSTER L.L.C. | BLUFFTON | 118794 | $199.0M | 3 | 2026-02-28 | → |
| 3253 | IUR CAPITAL, LLC | MIAMI | 153630 | $4.7M | 1 | 2026-02-28 | → |
| 3254 | DAVIS CAPITAL ADVISORS, LLC | NEW YORK | 153496 | $46.9M | 2 | 2026-03-31 | → |
| 3255 | AMERICAN FINANCIAL & TAX STRATEGIES, INC. | NEW YORK | 115559 | $279.4M | 1 | 2026-01-31 | → |
| 3256 | BH ASSET MANAGEMENT, LLC | NEW YORK | 152117 | $117.0M | 2 | 2025-04-30 | → |
| 3257 | STERN CAPITAL MANAGEMENT, INC. | OLD BRIDGE | 124405 | $297.7M | 3 | 2026-03-31 | → |
| 3258 | THIRD AVENUE MANAGEMENT LLC | NEW YORK | 107545 | $1.63B | 19 | 2026-03-31 | → |
| 3259 | ALPHA FINANCIAL ADVISORS, LLC | CHARLOTTE | 122545 | $619.3M | 9 | 2026-06-30 | → |
| 3260 | PORT CAPITAL MANAGEMENT LLC | MASSAPEQUA | 330252 | $29.8M | 1 | 2026-03-31 | → |
| 3261 | MILLARES ASSET MANAGEMENT, LLC | CORAL GABLES | 144620 | $236.2M | 3 | 2026-02-28 | → |
| 3262 | PORTFOLIO ADVISORY GROUP, INC. | ALEXANDRIA | 116011 | $115.8M | 2 | 2026-03-31 | → |
| 3263 | ESSEX PRIVATE WEALTH MANAGEMENT LLC | TOPSFIELD | 149991 | $330.5M | 6 | 2026-06-30 | → |
| 3264 | QUAKER WEALTH MANAGEMENT LLC | MOORESTOWN | 284546 | $449.3M | 7 | 2026-03-31 | → |
| 3265 | INVESTMENT ADVISORY GROUP, LLC | SARASOTA | 109445 | $1.22B | 10 | 2026-02-28 | → |
| 3266 | EXOS ASSET MANAGEMENT LLC | NEW YORK | 305706 | $1.9M | 24 | 2026-04-30 | → |
| 3267 | DOUGHERTY & ASSOCIATES, LLC | SPRING HILL | 142284 | $141.1M | 4 | 2026-04-30 | → |
| 3268 | BUCKET LIST WEALTH MANAGEMENT, LLC | THE VILLAGES | 286494 | $224.2M | 2 | 2026-03-31 | → |
| 3269 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | ALPHARETTA | 125490 | $297.0M | 4 | 2026-03-31 | → |
| 3270 | LUTHER FOREST WEALTH ADVISORS, L.L.C. | MALTA | 142714 | $98.6M | 3 | 2026-02-28 | → |
| 3271 | ALIGN PRIVATE CAPITAL | SARASOTA | 304506 | $226.2M | 6 | 2026-06-30 | → |
| 3272 | ALLEGIANCE FINANCIAL GROUP, INC. | SOUTH PORTLAND | 113826 | $180.6M | 10 | 2026-03-31 | → |
| 3273 | PENOBSCOT WEALTH MANAGEMENT | PORTLAND | 286211 | $544.5M | 12 | 2026-04-30 | → |
| 3274 | OAK STREET ADVISORS INC | MYRTLE BEACH | 139400 | $126.2M | 2 | 2026-05-31 | → |
| 3275 | CAPSTONE WEALTH MANAGEMENT CORP. | LAKELAND | 165359 | $109.4M | 5 | 2026-03-31 | → |
| 3276 | MOTIV8 INVESTMENTS LLC | PORT ST LUCIE | 285560 | $219.1M | 21 | 2026-03-31 | → |
| 3277 | FUTURE YOU WEALTH LLC | NEW YORK | 305173 | $177.8M | 4 | 2025-04-30 | → |
| 3278 | VOLK FINANCIAL LLC | FALMOUTH | 311679 | $116.5M | 3 | 2026-05-31 | → |
| 3279 | HAYDEN HARPER WEALTH ADVISORY, LLC | CHARLOTTE | 152091 | $171.1M | 7 | 2026-03-31 | → |
| 3280 | CAPITAL AND PLANNING, LLC | JONESBORO | 321104 | $193.9M | 2 | 2026-05-31 | → |
| 3281 | STRONGHOLD WEALTH MANAGEMENT L.L.C. | TAMPA | 161194 | $172.9M | 2 | 2026-03-31 | → |
| 3282 | JAKE CARRIS FINANCIAL PLANNING, LLC | ORLANDO | 290061 | $109.7M | 1 | 2026-03-31 | → |
| 3283 | COLLIE FINANCIAL PLANNING, INC. | BLACK MOUNTAIN | 134884 | $162.9M | 2 | 2026-02-28 | → |
| 3284 | LUMA CAPITAL LLC | NAPLES | 119576 | $135.8M | 2 | 2026-03-31 | → |
| 3285 | WAHED INVEST LLC | NEW YORK | 242793 | $1.29B | 9 | 2026-06-30 | → |
| 3286 | CASSILLY FINANCIAL GROUP, LLC | SEVERNA PARK | 300672 | $135.5M | 2 | 2026-02-28 | → |
| 3287 | GLR PARTNERS, LLC | COLUMBIA | 334902 | $260.7M | 5 | 2026-06-30 | → |
| 3288 | SK WEALTH MANAGEMENT, LLC | PROVIDENCE | 109114 | $639.0M | 6 | 2026-01-31 | → |
| 3289 | MWMG ADVISORS, LLC | NEW YORK | 338376 | $40.0M | 1 | 2026-04-30 | → |
| 3290 | DARK HORSE WEALTH LLC | CAZENOVIA | 159999 | $36.6M | 1 | 2026-03-31 | → |
| 3291 | DIASTOLE WEALTH MANAGEMENT, INC. | GUILFORD | 111604 | $396.0M | 13 | 2026-05-31 | → |
| 3292 | UNIFY FINANCIAL LLC | CLEARWATER | 324120 | $155.8M | 3 | 2026-04-30 | → |
| 3293 | MRA ADVISORY GROUP | SARASOTA | 287933 | $361.3M | 13 | 2026-04-30 | → |
| 3294 | LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | WESTERLY | 127748 | $184.1M | 8 | 2025-02-28 | → |
| 3295 | MARATHON MISSION, INC. | LATHAM | 288654 | $177.1M | 3 | 2026-01-31 | → |
| 3296 | CHANCELLOR WEALTH MANAGEMENT, INC. | ATLANTA | 112918 | $174.0M | 3 | 2026-03-31 | → |
| 3297 | TOWNSEND PERSONAL FINANCIAL PLANNING, LLC | COLUMBUS | 126241 | $194.0M | 3 | 2026-02-28 | → |
| 3298 | ARBORSTONE FINANCIAL, LLC | ANDOVER | 338225 | $476.0M | 5 | 2026-05-31 | → |
| 3299 | MALLINI COMPLETE FINANCIAL PLANNING LLC | GAINESVILLE | 175341 | $176.0M | 4 | 2026-03-31 | → |
| 3300 | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | ATHENS | 154839 | $1.07B | 29 | 2026-06-30 | → |
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