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 | |
|---|---|---|---|---|---|---|---|
| 3301 | MERIT FINANCIAL PARTNERS LLC | MASPETH | 141359 | $308.2M | 5 | 2026-03-31 | → |
| 3302 | ADVISIFI LLC | ST PETERSBURG | 332477 | $1.8M | 6 | 2026-03-31 | → |
| 3303 | PERENNIAL ADVISORS GROUP, LLC | WESTFORD | 128600 | $397.4M | 4 | 2026-03-31 | → |
| 3304 | ROTHWELL INVESTMENT ADVISORS LLC | SALEM | 337504 | $187.7M | 5 | 2026-03-31 | → |
| 3305 | CYPRESS CAPITAL GROUP, INC. | PALM BEACH | 121923 | $57.5M | 7 | 2025-08-31 | → |
| 3306 | ROTHSCHILD CAPITAL PARTNERS, LLC | NEW YORK | 161688 | $469.7M | 9 | 2026-04-30 | → |
| 3307 | BURGESS INVESTMENT GROUP, LLC | GREENVILLE | 318698 | $147.1M | 25 | 2026-06-30 | → |
| 3308 | WILDES FINANCIAL STRATEGIES, INC | GEORGETOWN | 289496 | $138.3M | 8 | 2026-03-31 | → |
| 3309 | SIGHTLINE WEALTH ADVISORS, LLC | GROTON | 176520 | $354.2M | 5 | 2026-05-31 | → |
| 3310 | MPM ADVISORS GROUP LLC | LIVERPOOL | 335595 | $116.1M | 3 | 2026-01-31 | → |
| 3311 | CONDON WEALTH MANAGEMENT, INC. | PLYMOUTH | 128409 | $122.1M | 4 | 2026-05-31 | → |
| 3312 | PRENTICE CAPITAL MANAGEMENT, LP | GREENWICH | 161178 | $228.4M | 6 | 2026-03-31 | → |
| 3313 | ATLAS FINANCIAL PLANNING, LLC | ALPHARETTA | 324861 | $184.1M | 2 | 2026-02-28 | → |
| 3314 | HONEOYE FALLS CAPITAL LLC | HONEOYE FALLS | 333306 | $67.0M | 2 | 2026-05-31 | → |
| 3315 | TAYLOR FINANCIAL GROUP, INC. | ROANOKE | 116744 | $410.0M | 6 | 2026-02-28 | → |
| 3316 | ASHTON THOMAS SECURITIES, LLC | ROCHESTER | 16629 | $1.86B | 46 | 2026-06-30 | → |
| 3317 | YEARWOOD YOUNG ADVISORS LLC | BROOKLYN | 307719 | $87.1M | 2 | 2026-03-31 | → |
| 3318 | SHAKER FINANCIAL SERVICES, LLC | ANNAPOLIS | 121534 | $286.3M | 6 | 2026-03-31 | → |
| 3319 | RIDGELINE WEALTH ADVISORS, LLC. | RALEIGH | 284843 | $189.0M | 7 | 2026-03-31 | → |
| 3320 | AMPHORA WEALTH MANAGEMENT, LLC | CHAPEL HILL | 157968 | $196.2M | 3 | 2026-03-31 | → |
| 3321 | INVESCO PRIVATE CAPITAL, INC. | NEW YORK | 107584 | $860.4M | 10 | 2026-03-31 | → |
| 3322 | TRANQUILLI FINANCIAL ADVISOR, LLC | CLINTON | 298056 | $199.4M | 2 | 2026-03-31 | → |
| 3323 | GROWTHCURVE CAPITAL, LP | NEW YORK | 313204 | $3.24B | 31 | 2026-03-31 | → |
| 3324 | JN PRIVATE WEALTH MANAGEMENT LLC | COLUMBIA | 327975 | $129.3M | 3 | 2025-03-31 | → |
| 3325 | SAVICKI CAPITAL, LLC | NEW HARTFORD | 288180 | $51.0M | 2 | 2025-01-31 | → |
| 3326 | TURNING POINT BENEFIT GROUP, INC. | FREDERICK | 301282 | $339.4M | 23 | 2026-06-30 | → |
| 3327 | PRIVATE CAPITAL ASSET MANAGEMENT LLC | DARIEN | 317930 | $13.0M | 4 | 2026-03-31 | → |
| 3328 | GALLATIN & COMPANY, LLC | VERO BEACH | 111984 | $98.1M | 1 | 2026-02-28 | → |
| 3329 | ROSENBAUM, LANNY, KEVIN | GLENVILLE | 144985 | $28.2M | 1 | 2026-06-30 | → |
| 3330 | EPIC ADVISORY SERVICES CORP | BOCA RATON | 176526 | $134.3M | 23 | 2026-05-31 | → |
| 3331 | FENWAY FINANCIAL ADVISORS, LLC | ARLINGTON | 139775 | $247.7M | 2 | 2026-03-31 | → |
| 3332 | DELTA ADVISORY GROUP, INC. | MAITLAND | 105966 | $216.3M | 8 | 2026-03-31 | → |
| 3333 | BPC ADVISORS LLC | EAST SYRACUSE | 284429 | $158.3M | 2 | 2026-03-31 | → |
| 3334 | CHARLES RIVER WEALTH MANAGEMENT, LLC | BURLINGTON | 288017 | $110.3M | 1 | 2026-04-30 | → |
| 3335 | HUNT INVESTMENT MANAGEMENT, LLC | NEW YORK | 151744 | $117.7M | 22 | 2026-04-30 | → |
| 3336 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | NORFOLK | 148459 | $152.2M | 5 | 2026-03-31 | → |
| 3337 | MONUMENT GROUP WEALTH ADVISORS, LLC | CONCORD | 111908 | $678.9M | 7 | 2026-05-31 | → |
| 3338 | QP WEALTH MANAGEMENT, LLC | BOCA RATON | 301071 | $405.0M | 7 | 2026-05-31 | → |
| 3339 | CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC | MILFORD | 305013 | $253.9M | 5 | 2026-05-31 | → |
| 3340 | FINARC INVESTMENTS, INC. | NORWOOD | 166571 | $187.6M | 4 | 2026-03-31 | → |
| 3341 | MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. | OLD TAPPAN | 125584 | $168.7M | 5 | 2026-03-31 | → |
| 3342 | POWELL FINANCIAL, INC. | CORNELIUS | 144230 | $229.2M | 3 | 2026-02-28 | → |
| 3343 | VIP PLANNERS, INC. | ROANOKE | 111946 | $126.2M | 4 | 2026-03-31 | → |
| 3344 | NEW HORIZON FINANCIAL STRATEGIES, LLC | ITHACA | 125729 | $217.2M | 7 | 2026-03-31 | → |
| 3345 | PEGASUS FINANCIAL GROUP LLC | CHANTILLY | 145127 | $122.3M | 4 | 2026-05-31 | → |
| 3346 | ADAPT WEALTH ADVISORS, LLC | ATLANTA | 329448 | $469.2M | 12 | 2026-03-31 | → |
| 3347 | INDEPENDENT WEALTH ADVISORS, LLC | CARY | 328786 | $195.3M | 4 | 2026-06-30 | → |
| 3348 | AMUNI FINANCIAL, INC. | ST PETERSBURG | 8365 | $194.6M | 21 | 2026-03-31 | → |
| 3349 | MBL WEALTH, LLC | CHARLOTTE | 305176 | $1.42B | 14 | 2026-03-31 | → |
| 3350 | MARSTONE LLC | PROVIDENCE | 164810 | $2.8M | 21 | 2026-03-31 | → |
| 3351 | LIFECAPITAL PARTNERS LLC | NEW YORK | 337455 | $133.2M | 4 | 2026-03-31 | → |
| 3352 | DESTINY WEALTH PARTNERS, LLC | TAVARES | 171346 | $947.3M | 26 | 2026-06-30 | → |
| 3353 | GORDON ASSET MANAGEMENT LLC | WEST PALM BEACH | 137136 | $128.9M | 3 | 2026-02-28 | → |
| 3354 | SAFE HARBOR ASSET MANAGEMENT, INC. | HUNTINGTON | 124787 | $26.8M | 4 | 2026-03-31 | → |
| 3355 | FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC. | BETHEL | 113526 | $103.9M | 5 | 2025-08-31 | → |
| 3356 | GROVE STREET FIDUCIARY, LLC | PETERBOROUGH | 107703 | $413.2M | 4 | 2026-03-31 | → |
| 3357 | VERISAIL PARTNERS, LLC | CHAMBLEE | 153751 | $283.6M | 6 | 2026-06-30 | → |
| 3358 | AIM ADVISORS, LLC | RALEIGH | 325125 | $158.2M | 5 | 2026-01-31 | → |
| 3359 | WGS MANAGEMENT SERVICES, INC | ROCHESTER | 270003 | $41.6M | 1 | 2026-04-30 | → |
| 3360 | PROCTOR FINANCIAL, INC. | SHERBORN | 122021 | $382.3M | 5 | 2026-03-31 | → |
| 3361 | BEACON FINANCIAL PLANNING, INC | HYANNIS | 175372 | $397.1M | 9 | 2026-03-31 | → |
| 3362 | BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC | RESTON | 300619 | $135.1M | 4 | 2026-02-28 | → |
| 3363 | PREMIER PRIVATE WEALTH MANAGEMENT, LLC | PALM HARBOR | 331860 | $126.3M | 4 | 2026-02-28 | → |
| 3364 | JMH WEALTH MANAGEMENT, LLC | HANOVER | 139294 | $124.1M | 3 | 2026-05-31 | → |
| 3365 | BCK PARTNERS, INC. | CORNING | 181512 | $212.7M | 5 | 2026-03-31 | → |
| 3366 | GLASGOW & ASSOCIATES, LLC | WILMINGTON | 145151 | $206.5M | 9 | 2026-03-31 | → |
| 3367 | W & S MANAGEMENT SERVICES, INC. | ROCHESTER | 127852 | $166.0M | 4 | 2026-03-31 | → |
| 3368 | WASSAW SOUND MANAGEMENT, LLC | SAVANNAH | 299164 | $122.7M | 3 | 2026-03-31 | → |
| 3369 | SMITH, BRIAN DAVID | GREENVILLE | 121757 | $133.0M | 2 | 2026-06-30 | → |
| 3370 | ARRIVAL CAPITAL MANAGEMENT LLC | NEW YORK | 126547 | $42.4M | 1 | 2026-03-31 | → |
| 3371 | WESTHAMPTON CAPITAL, LLC | WINSTON-SALEM | 119176 | $238.5M | 4 | 2026-01-31 | → |
| 3372 | GLOBAL TRUST WEALTH MANAGEMENT LLC | WEST PALM BEACH | 333458 | $213.7M | 5 | 2026-02-28 | → |
| 3373 | TIMECAPITAL INVESTOR ADVISORY SERVICES INC | PORT JEFFERSON STATION | 105672 | $262.0M | 2 | 2026-06-30 | → |
| 3374 | PLOTKIN FINANCIAL ADVISORS, LLC | CHEVY CHASE | 127635 | $255.9M | 4 | 2026-03-31 | → |
| 3375 | STAGE HARBOR FINANCIAL, LLC | WESTWOOD | 289725 | $1.10B | 11 | 2026-03-31 | → |
| 3376 | KALEEL INVESTMENT ADVISORS, LLC | BOSTON | 131216 | $127.6M | 2 | 2026-03-31 | → |
| 3377 | WEST FINANCIAL STRATEGIES, INC. | SANFORD | 118241 | $121.0M | 3 | 2026-05-31 | → |
| 3378 | MENDOZA PRIVATE WEALTH INC. | MIAMI | 329126 | $101.4M | 1 | 2026-03-31 | → |
| 3379 | TRIO WEALTH MANAGEMENT, LLC | GREAT FALLS | 328042 | $134.0M | 4 | 2026-03-31 | → |
| 3380 | LMPG WEALTH ADVISORS, LLC | MIAMI | 328251 | $131.7M | 3 | 2026-03-31 | → |
| 3381 | WINCAP FINANCIAL LLC | BOSTON | 315798 | $223.1M | 7 | 2026-06-30 | → |
| 3382 | EMERALD ASSET MANAGEMENT, INC. | ROCKY MOUNT | 174691 | $120.8M | 2 | 2026-03-31 | → |
| 3383 | ALDER FINANCIAL GROUP INC | ATLANTA | 108837 | $224.1M | 3 | 2026-03-31 | → |
| 3384 | IMPRINT WEALTH LLC | MOUNT PLEASANT | 322130 | $131.6M | 7 | 2026-03-31 | → |
| 3385 | BRENDEL FINANCIAL ADVISORS LLC | HANOVER | 288927 | $260.2M | 4 | 2026-04-30 | → |
| 3386 | AEGIS WEALTH MANAGEMENT LLC | BETHESDA | 134429 | $744.1M | 6 | 2026-03-31 | → |
| 3387 | NEW CENTURY FINANCIAL GROUP, LLC | PRINCETON | 104553 | $192.9M | 14 | 2025-11-30 | → |
| 3388 | TIMBERLINK LLC | JOHNS CREEK | 170067 | $594,011 | 2 | 2026-01-31 | → |
| 3389 | TARGET ROCK WEALTH MANAGEMENT, LLC | NEW YORK | 312279 | $94.0M | 4 | 2026-04-30 | → |
| 3390 | SERENITY CAPITAL ADVISORS INC. | PITTSFORD | 332396 | $64.3M | 4 | 2026-03-31 | → |
| 3391 | LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC | NEW YORK | 169980 | $84.2M | 2 | 2026-04-30 | → |
| 3392 | BLUESKY WEALTH ADVISORS, LLC | NEW BERN | 116760 | $1.00B | 14 | 2026-03-31 | → |
| 3393 | INTERVEST LTD | CHEVY CHASE | 104614 | $247.0M | 5 | 2026-03-31 | → |
| 3394 | WEALTHWAY FINANCIAL ADVISORS | NORFOLK | 108824 | $245.6M | 5 | 2026-02-28 | → |
| 3395 | EXCHANGE PLACE ADVISORS, LLC | SUDBURY | 125240 | $379.7M | 3 | 2026-03-31 | → |
| 3396 | RESHAPE, LLC | BOCA RATON | 330582 | $232.2M | 3 | 2026-03-31 | → |
| 3397 | R. SEEGER WEALTH MANAGEMENT, LTD | LINDENHURST | 152258 | $72.1M | 1 | 2026-02-28 | → |
| 3398 | LEGACY EDGE ADVISORS, LLC | SYOSSET | 328064 | $1.23B | 18 | 2026-04-30 | → |
| 3399 | FARRELL FINANCIAL LLC | ORCHARD PARK | 321609 | $200.6M | 3 | 2026-06-30 | → |
| 3400 | HILLTOP WEALTH ADVISORS, LLC | CHAPEL HILL | 283014 | $635.5M | 17 | 2026-06-30 | → |
Related Lists
Sleeve3,543 firms · 2026-06-30