Research Report · 2026-06-30
Largest Registered Investment Advisers in the East Coast
SEC-registered investment advisers based in the East Coast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
6,740
Total AUM
$82.21T
Median AUM
$529.4M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 2001 | SBK FINANCIAL, INC. | RICHMOND | 132513 | $1.54B | 18 | 2026-03-31 | → |
| 2002 | CNL STRATEGIC CAPITAL MANAGEMENT, LLC | ORLANDO | 286342 | $1.54B | 7 | 2026-06-30 | → |
| 2003 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 144733 | $1.54B | 30 | 2026-03-31 | → |
| 2004 | WEALTHSTREAM ADVISORS, INC. | NEW YORK | 129428 | $1.54B | 22 | 2025-03-31 | → |
| 2005 | METEORA CAPITAL, LLC | BOCA RATON | 313378 | $1.54B | 16 | 2026-03-31 | → |
| 2006 | SEACREST WEALTH MANAGEMENT, LLC | PURCHASE | 147092 | $1.53B | 47 | 2026-03-31 | → |
| 2007 | TITAN ADVISORS, LLC | STAMFORD | 135805 | $1.53B | 25 | 2026-06-30 | → |
| 2008 | EQUITABLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 322513 | $1.53B | 67 | 2026-03-31 | → |
| 2009 | INFINITY CAPITAL ADVISORS, LLC | ATLANTA | 159852 | $1.53B | 20 | 2026-03-31 | → |
| 2010 | CAVU CONSUMER PARTNERS, LLC | NEW YORK | 281535 | $1.53B | 20 | 2026-05-31 | → |
| 2011 | ANDERSON FINANCIAL PARTNERS, INC. | PONTE VEDRA | 126641 | $1.52B | 4 | 2026-03-31 | → |
| 2012 | ALBRITTON CAPITAL MANAGEMENT CO | ALPHARETTA | 112772 | $1.52B | 1 | 2026-03-31 | → |
| 2013 | ASCENT WEALTH PARTNERS, LLC | NEW HARTFORD | 158898 | $1.52B | 17 | 2026-03-31 | → |
| 2014 | CATHOLIC INVESTMENT SERVICES, INC. | BOSTON | 172467 | $1.52B | 6 | 2026-06-30 | → |
| 2015 | ANCHOR INVESTMENT MANAGEMENT, LLC | COLUMBIA | 135296 | $1.52B | 17 | 2026-03-31 | → |
| 2016 | EDGEMOOR INVESTMENT ADVISORS, INC. | BETHESDA | 109104 | $1.52B | 9 | 2026-03-31 | → |
| 2017 | GOEHRING & ROZENCWAJG ASSOCIATES, LLC | NEW YORK | 283394 | $1.51B | 6 | 2026-05-31 | → |
| 2018 | 22C CAPITAL LLC | BOCA RATON | 298094 | $1.51B | 19 | 2026-05-31 | → |
| 2019 | REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC | NEW YORK | 294006 | $1.51B | 22 | 2026-03-31 | → |
| 2020 | ULLMAN JOHN & ASSOCIATES INC | HORSEHEADS | 105361 | $1.51B | 58 | 2026-03-31 | → |
| 2021 | CLOUGH CAPITAL PARTNERS, LP | BOSTON | 131257 | $1.51B | 11 | 2026-03-31 | → |
| 2022 | STONY POINT CAPITAL LLC | NEW YORK | 283066 | $1.49B | 5 | 2026-03-31 | → |
| 2023 | LINEAR B PARTNERS LP | NEW YORK | 315185 | $1.49B | 9 | 2026-05-31 | → |
| 2024 | MILL CAPITAL MANAGEMENT, LLC | CONCORD | 312798 | $1.49B | 5 | 2026-02-28 | → |
| 2025 | VIRTUS CAPITAL ADVISERS, LLC | HARTFORD | 107346 | $1.49B | 0 | 2026-06-30 | → |
| 2026 | KYOBO LIFE ASSET MANAGEMENT (AMERICA) CO., LTD. | NEW YORK | 174341 | $1.49B | 4 | 2026-05-31 | → |
| 2027 | W.G.SHAHEEN & ASSOCIATES,LTD. | ROCHESTER | 117307 | $1.49B | 12 | 2026-03-31 | → |
| 2028 | BROOKSIDE EQUITY PARTNERS LLC | STAMFORD | 164429 | $1.49B | 8 | 2026-06-30 | → |
| 2029 | SPRINGCOAST CAPITAL PARTNERS, L.P. | NEW YORK | 327164 | $1.49B | 18 | 2026-03-31 | → |
| 2030 | CCS PARTNERS LLC | NEW YORK | 329876 | $1.49B | 9 | 2026-04-30 | → |
| 2031 | FPLF MANAGEMENT LLC | NEW YORK | 331881 | $1.49B | 140 | 2026-03-31 | → |
| 2032 | ISO-MTS CAPITAL MANAGEMENT LP | GREENWICH | 322648 | $1.49B | 6 | 2026-03-31 | → |
| 2033 | CAPITAL IMPACT ADVISORS, LLC | BOSTON | 168313 | $1.49B | 5 | 2026-03-31 | → |
| 2034 | GABELLI & COMPANY INVESTMENT ADVISERS, INC. | GREENWICH | 137024 | $1.48B | 27 | 2026-06-30 | → |
| 2035 | CZECH ASSET MANAGEMENT, L.P. | STAMFORD | 159308 | $1.48B | 9 | 2026-03-31 | → |
| 2036 | TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. | GLEN HEAD | 106440 | $1.48B | 32 | 2026-03-31 | → |
| 2037 | NEBRODI PARTNERS, LLC | HARTFORD | 174280 | $1.48B | 5 | 2026-03-31 | → |
| 2038 | KIMELMAN & BAIRD, LLC | NEW YORK | 2440 | $1.48B | 9 | 2026-04-30 | → |
| 2039 | TA REALTY LLC | BOSTON | 108586 | $1.48B | 152 | 2026-05-31 | → |
| 2040 | SARGENT INVESTMENT GROUP, LLC | BETHESDA | 297499 | $1.48B | 18 | 2026-05-31 | → |
| 2041 | SERENGETI ASSET MANAGEMENT LP | WEST PALM BEACH | 156366 | $1.48B | 29 | 2026-03-31 | → |
| 2042 | PENWOOD REAL ESTATE INVESTMENT MANAGEMENT, LLC | WEST HARTFORD | 130289 | $1.47B | 18 | 2026-03-31 | → |
| 2043 | PAR CAPITAL MANAGEMENT, INC. | BOSTON | 156596 | $1.47B | 12 | 2026-03-31 | → |
| 2044 | VANTAGE INFRASTRUCTURE (USA) INC. | NEW YORK | 157458 | $1.47B | 5 | 2026-03-31 | → |
| 2045 | CJM WEALTH ADVISERS, LTD. | FALLS CHURCH | 107750 | $1.47B | 13 | 2026-06-30 | → |
| 2046 | DENDUR CAPITAL LP | NEW YORK | 300823 | $1.46B | 9 | 2026-03-31 | → |
| 2047 | ACTIVEST WEALTH MANAGEMENT, LLC | AVENTURA | 156150 | $1.46B | 22 | 2026-04-30 | → |
| 2048 | RAVEN CREDIT CAPITAL MANAGEMENT LLC | NEW YORK | 331556 | $1.46B | 23 | 2026-05-31 | → |
| 2049 | KKR REGISTERED ADVISOR LLC | NEW YORK | 309284 | $1.46B | 26 | 2026-04-30 | → |
| 2050 | TEMA ETFS LLC | NEW YORK | 332224 | $1.46B | 18 | 2026-03-31 | → |
| 2051 | SHADE TREE ADVISORS LLC | SARATOGA SPRINGS | 289905 | $1.45B | 66 | 2026-03-31 | → |
| 2052 | ICAPITAL, LLC | BOSTON | 122816 | $1.45B | 9 | 2026-03-31 | → |
| 2053 | FORTE CAPITAL LLC | ROCHESTER | 109941 | $1.45B | 20 | 2025-02-28 | → |
| 2054 | TRIPOST CAPITAL PARTNERS LLC | NEW YORK | 293282 | $1.45B | 24 | 2026-05-31 | → |
| 2055 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | RICHMOND | 289178 | $1.45B | 49 | 2026-03-31 | → |
| 2056 | BORNITE CAPITAL MANAGEMENT LP | NEW YORK | 307598 | $1.45B | 7 | 2026-03-31 | → |
| 2057 | APOLLON FINANCIAL, LLC | MOUNT PLEASANT | 321217 | $1.45B | 29 | 2026-06-30 | → |
| 2058 | LIQUID STRATEGIES, LLC | ATLANTA | 170107 | $1.45B | 13 | 2026-03-31 | → |
| 2059 | HAVEN GLOBAL PARTNERS, LLC | ATLANTA | 289472 | $1.45B | 4 | 2026-05-31 | → |
| 2060 | FIVE POINTS CAPITAL LLC | WINSTON-SALEM | 160792 | $1.45B | 26 | 2026-03-31 | → |
| 2061 | ROC360 ADVISORS LLC | NEW YORK | 326954 | $1.45B | 41 | 2026-04-30 | → |
| 2062 | PRIVATE CAPITAL MANAGEMENT, LLC | NAPLES | 169172 | $1.44B | 21 | 2026-03-31 | → |
| 2063 | D'ORAZIO & ASSOCIATES, INC. | VIENNA | 131976 | $1.44B | 11 | 2026-03-31 | → |
| 2064 | FUSION FAMILY WEALTH, LLC | WOODBURY | 168254 | $1.44B | 8 | 2026-03-31 | → |
| 2065 | SPIREPOINT PRIVATE CLIENT, LLC | VERO BEACH | 327350 | $1.44B | 10 | 2026-06-30 | → |
| 2066 | MV CAPITAL MANAGEMENT, INC. | BETHESDA | 139034 | $1.44B | 8 | 2026-03-31 | → |
| 2067 | TERRACAP MANAGEMENT LLC | NAPLES | 169695 | $1.44B | 21 | 2026-05-31 | → |
| 2068 | CLEARLINE CAPITAL LP | NEW YORK | 166699 | $1.44B | 11 | 2026-05-31 | → |
| 2069 | TERRA REIT ADVISORS, LLC | NEW YORK | 290571 | $1.44B | 30 | 2026-03-31 | → |
| 2070 | BAY COLONY ADVISORY GROUP, INC. | CONCORD | 152583 | $1.43B | 36 | 2026-03-31 | → |
| 2071 | NASSAU ALTERNATIVE INVESTMENTS LLC | NEW YORK | 300006 | $1.43B | 6 | 2026-03-31 | → |
| 2072 | OAK CITY CONSULTING, LLC | WAKE FOREST | 162220 | $1.43B | 6 | 2026-03-31 | → |
| 2073 | SANDERSON WEALTH MANAGEMENT, LLC | BUFFALO | 118910 | $1.43B | 19 | 2026-03-31 | → |
| 2074 | NOTTINGHAM ADVISORS INC. | AMHERST | 104928 | $1.43B | 11 | 2026-03-31 | → |
| 2075 | EIGHTFOLD REAL ESTATE CAPITAL, L.P. | MIAMI | 163086 | $1.43B | 19 | 2026-04-30 | → |
| 2076 | THE EDGAR LOMAX COMPANY | ALEXANDRIA | 105444 | $1.42B | 8 | 2026-03-31 | → |
| 2077 | IRONSIDES ASSET ADVISORS, LLC | ROCKY MOUNT | 161683 | $1.42B | 3 | 2026-02-28 | → |
| 2078 | MBL WEALTH, LLC | CHARLOTTE | 305176 | $1.42B | 14 | 2026-03-31 | → |
| 2079 | TEKNE CAPITAL MANAGEMENT, LLC | NEW YORK | 164648 | $1.42B | 11 | 2026-03-31 | → |
| 2080 | REVOLVE WEALTH PARTNERS, LLC | HACKENSACK | 286643 | $1.42B | 20 | 2026-06-30 | → |
| 2081 | ULYSSES MANAGEMENT LLC | NEW YORK | 157251 | $1.42B | 23 | 2026-03-31 | → |
| 2082 | APIS CAPITAL ADVISORS, LLC | NEW YORK | 131200 | $1.42B | 9 | 2026-03-31 | → |
| 2083 | TALLVINE PARTNERS MANAGEMENT LP | CORAL GABLES | 330629 | $1.42B | 16 | 2026-04-30 | → |
| 2084 | VIRTUS ADVISERS, LLC | HARTFORD | 168955 | $1.42B | 8 | 2026-03-31 | → |
| 2085 | WATER STREET CAPITAL, INC. | JACKSONVILLE | 158133 | $1.42B | 16 | 2026-03-31 | → |
| 2086 | WINGATE WEALTH ADVISORS, INC. | LEXINGTON | 105012 | $1.42B | 24 | 2026-03-31 | → |
| 2087 | EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC | STAMFORD | 105885 | $1.41B | 11 | 2026-03-31 | → |
| 2088 | DIAMETRIC CAPITAL, LP | BOSTON | 288409 | $1.41B | 14 | 2026-03-31 | → |
| 2089 | ELION PARTNERS, LLC | MIAMI | 170483 | $1.41B | 27 | 2026-03-31 | → |
| 2090 | ZBS PARTNERS, LLC | NEW YORK | 326727 | $1.41B | 4 | 2026-03-31 | → |
| 2091 | SAGARD HOLDINGS MANAGER (US) LLC | NEW YORK CITY | 322374 | $1.41B | 41 | 2026-03-31 | → |
| 2092 | CLARO ADVISORS INC. | BOSTON | 160294 | $1.41B | 37 | 2026-06-30 | → |
| 2093 | ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC | MIAMI | 292038 | $1.41B | 10 | 2026-03-31 | → |
| 2094 | SLG CAPITAL MANAGEMENT LLC | NEW YORK | 331370 | $1.41B | 20 | 2026-05-31 | → |
| 2095 | GREENLINE PARTNERS, LLC | NEW YORK | 164192 | $1.41B | 5 | 2026-03-31 | → |
| 2096 | MARINO, STRAM AND ASSOCIATES LLC | BRAINTREE | 107768 | $1.41B | 19 | 2026-06-30 | → |
| 2097 | POLYMER CAPITAL MANAGEMENT (US), LLC | NEW YORK | 316277 | $1.41B | 23 | 2026-03-31 | → |
| 2098 | DC CAPITAL PARTNERS MANAGEMENT, L.P. | ALEXANDRIA | 283131 | $1.40B | 18 | 2026-05-31 | → |
| 2099 | TAURUS ASSET MANAGEMENT, LLC | NEW YORK | 130930 | $1.40B | 8 | 2025-03-31 | → |
| 2100 | VERITY AND VERITY, LLC | BEAUFORT | 119630 | $1.40B | 16 | 2026-03-31 | → |
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