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 | |
|---|---|---|---|---|---|---|---|
| 2701 | COINBASE ASSET MANAGEMENT, LLC | STAMFORD | 322174 | $840.5M | 14 | 2026-03-31 | → |
| 2702 | OPENVIEW ADVISORS, LLC | BOSTON | 316766 | $839.0M | 15 | 2026-03-31 | → |
| 2703 | CONCISE CAPITAL MANAGEMENT, LP | MIAMI | 145778 | $838.6M | 12 | 2026-05-31 | → |
| 2704 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | TYSONS CORNER | 313457 | $838.0M | 5 | 2026-03-31 | → |
| 2705 | PEDDOCK CAPITAL ADVISORS, LLC | BRAINTREE | 148216 | $836.2M | 6 | 2026-06-30 | → |
| 2706 | RIVERPARK ADVISORS, LLC | NEW YORK | 150646 | $836.0M | 17 | 2026-03-31 | → |
| 2707 | SETPOINT MANAGEMENT LLC | NEW YORK | 328702 | $835.1M | 22 | 2026-05-31 | → |
| 2708 | STRATEGIC ADVISORS LLC | NEW YORK | 125882 | $832.9M | 7 | 2026-02-28 | → |
| 2709 | AMERICAN TRIPLE I, LLC | NEW YORK | 318463 | $832.2M | 11 | 2026-03-31 | → |
| 2710 | DINALE MANAGEMENT, LLC | BOSTON | 312887 | $830.6M | 11 | 2026-05-31 | → |
| 2711 | THAMES CAPITAL MANAGEMENT, LLC | ROSELAND | 288755 | $830.5M | 6 | 2026-03-31 | → |
| 2712 | NEW HERITAGE CAPITAL, LLC | BOSTON | 160083 | $830.0M | 15 | 2026-03-31 | → |
| 2713 | KFA PRIVATE WEALTH GROUP, LLC | TYSON | 281678 | $830.0M | 11 | 2026-03-31 | → |
| 2714 | GRANITE GROUP ADVISORS, LLC | STAMFORD | 127357 | $829.6M | 8 | 2026-03-31 | → |
| 2715 | FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT LLC | NEW YORK | 285836 | $829.2M | 25 | 2026-03-31 | → |
| 2716 | GLOBAL FINANCIAL PRIVATE CLIENT, LLC | SARASOTA | 290006 | $828.3M | 6 | 2026-03-31 | → |
| 2717 | WALSH & ASSOCIATES, LLC | SARASOTA | 144441 | $827.7M | 15 | 2026-03-31 | → |
| 2718 | EDGE WEALTH MANAGEMENT, LLC | NEW YORK | 142380 | $827.2M | 7 | 2026-02-28 | → |
| 2719 | ARGAND PARTNERS, LP | NEW YORK | 282127 | $827.0M | 16 | 2026-05-31 | → |
| 2720 | AEQUITAS INVESTMENT ADVISORS, LLC | HINGHAM | 127625 | $826.1M | 8 | 2026-03-31 | → |
| 2721 | RITHM CAPITAL ADVISORS LLC | NEW YORK | 334244 | $825.7M | 73 | 2026-03-31 | → |
| 2722 | KENNERMAN ASSOCIATE INC | SARATOGA SPRING | 105696 | $825.5M | 6 | 2026-02-28 | → |
| 2723 | TANNIN CAPITAL, LLC | CHARLOTTE | 304238 | $824.9M | 7 | 2026-03-31 | → |
| 2724 | P2 CAPITAL PARTNERS, LLC | NEW YORK | 159299 | $824.4M | 14 | 2026-04-30 | → |
| 2725 | WAYPOINT WEALTH COUNSEL LLC | ATLANTA | 171822 | $824.3M | 4 | 2026-03-31 | → |
| 2726 | REDBLACK ADVISERS, INC. | ORADELL | 151692 | $823.6M | 7 | 2026-03-31 | → |
| 2727 | FORTIS GROUP ADVISORS LLC | WESTWOOD | 290427 | $822.4M | 29 | 2026-03-31 | → |
| 2728 | GRATUS WEALTH ADVISORS LLC | VIRGINIA BEACH | 328641 | $822.2M | 9 | 2026-05-31 | → |
| 2729 | CONSERVATION RESOURCE PARTNERS, LLC | EXETER | 160706 | $822.1M | 17 | 2026-05-31 | → |
| 2730 | PALATINE FUND ADVISORS, LLC | MIAMI | 168077 | $821.4M | 21 | 2026-03-31 | → |
| 2731 | MYDA ADVISORS LLC | WOODMERE | 168658 | $821.2M | 8 | 2026-03-31 | → |
| 2732 | NEW HARBOR FINANCIAL GROUP, LLC | WORCESTER | 155528 | $820.9M | 9 | 2026-04-30 | → |
| 2733 | J.P. MARVEL INVESTMENT ADVISORS, INC. | BOSTON | 144364 | $820.7M | 8 | 2026-03-31 | → |
| 2734 | SEGRA CAPITAL MANAGEMENT, LLC | PALM BEACH | 167306 | $820.7M | 5 | 2026-03-31 | → |
| 2735 | LNC MANAGEMENT, LLC | ARLINGTON | 319581 | $820.3M | 16 | 2026-03-31 | → |
| 2736 | VALICENTI ADVISORY SERVICES INC | ELMIRA | 110669 | $820.0M | 11 | 2026-03-31 | → |
| 2737 | FSA WEALTH PARTNERS, INC. | ROCKVILLE | 104513 | $819.7M | 16 | 2026-04-30 | → |
| 2738 | CCMP GROWTH ADVISORS, LP | NEW YORK | 322926 | $818.5M | 14 | 2026-03-31 | → |
| 2739 | CLEAR BROOK ADVISORS, INC. | BOSTON | 132045 | $817.8M | 6 | 2026-03-31 | → |
| 2740 | A. N. CULBERTSON & COMPANY, INC. | CHARLOTTESVILLE | 108341 | $817.8M | 9 | 2026-06-30 | → |
| 2741 | SHULMAN DEMEO ASSET MANAGEMENT, LLC | LAKE SUCCESS | 142897 | $815.4M | 6 | 2026-03-31 | → |
| 2742 | SHORELINE EQUITY PARTNERS, LLC | NEPTUNE BEACH | 301128 | $815.2M | 23 | 2026-03-31 | → |
| 2743 | ELDRIDGE INVESTMENT ADVISORS INC | MANCHESTER | 106380 | $814.3M | 8 | 2026-05-31 | → |
| 2744 | AMERICAN VENTURES IM LLC | PALM BEACH GARDENS | 337677 | $813.7M | 3 | 2026-06-30 | → |
| 2745 | CMH WEALTH MANAGEMENT, LLC | PORTSMOUTH | 150138 | $813.4M | 9 | 2026-05-31 | → |
| 2746 | PROSPECTOR PARTNERS, LLC | GUILFORD | 123546 | $811.7M | 14 | 2025-06-30 | → |
| 2747 | HORIZON TECHNOLOGY FINANCE MANAGEMENT LLC | FARMINGTON | 153052 | $811.1M | 23 | 2026-06-30 | → |
| 2748 | POLEN CAPITAL CLO MANAGEMENT, LLC | WALTHAM | 330470 | $808.4M | 46 | 2026-03-31 | → |
| 2749 | RMWC | NEW YORK | 147359 | $807.4M | 13 | 2026-03-31 | → |
| 2750 | ANDBANC ADVISORY LLC | MIAMI | 150463 | $806.5M | 13 | 2026-05-31 | → |
| 2751 | FIRESTONE CAPITAL MANAGEMENT INC | SOUTH MIAMI | 106366 | $806.2M | 7 | 2026-06-30 | → |
| 2752 | NORTHSTAR ASSET MANAGEMENT INC | BOSTON | 107138 | $805.9M | 15 | 2026-03-31 | → |
| 2753 | CLARUS VENTURES, LLC | CAMBRIDGE | 160980 | $805.6M | 31 | 2026-03-31 | → |
| 2754 | CREDIT SUISSE SECURITIES (USA) LLC | NEW YORK | 816 | $805.3M | 39 | 2025-01-31 | → |
| 2755 | OHA PRIVATE CREDIT ADVISORS II, L.P. | NEW YORK | 322289 | $805.2M | 435 | 2026-03-31 | → |
| 2756 | STRATHMORE CAPITAL ADVISORS, INC. | CHARLOTTE | 135008 | $805.0M | 17 | 2026-03-31 | → |
| 2757 | MASTERS CAPITAL MANAGEMENT, L.L.C. | ATLANTA | 137605 | $804.6M | 17 | 2026-03-31 | → |
| 2758 | CIM, LLC | ALBANY | 132136 | $804.3M | 12 | 2026-03-31 | → |
| 2759 | GREAT DIAMOND PARTNERS, LLC | PORTLAND | 299598 | $804.1M | 12 | 2026-04-30 | → |
| 2760 | HOXTON WEALTH USA LLC | JERSEY CITY | 307387 | $803.5M | 74 | 2026-05-31 | → |
| 2761 | BARNEGAT FUND MANAGEMENT INC. | HOBOKEN | 158347 | $803.4M | 6 | 2026-02-28 | → |
| 2762 | EAGLECLAW CAPITAL MANAGEMENT LLC | BOSTON | 134045 | $803.3M | 4 | 2025-09-30 | → |
| 2763 | NET RETURN ASSET MANAGEMENT LLC | NEW YORK | 159895 | $803.3M | 3 | 2026-03-31 | → |
| 2764 | FRANCIS FINANCIAL, INC. | NEW YORK | 128067 | $803.2M | 14 | 2026-03-31 | → |
| 2765 | OPALEYE MANAGEMENT INC. | BOSTON | 124513 | $802.8M | 4 | 2026-02-28 | → |
| 2766 | POETIC GROUP LLC | HACKENSACK | 293886 | $802.5M | 9 | 2026-06-30 | → |
| 2767 | THE L. WARNER COMPANIES, INC | TIMONIUM | 108001 | $802.4M | 38 | 2026-03-31 | → |
| 2768 | KAIN CAPITAL LLC | NEW YORK | 315669 | $801.6M | 14 | 2026-05-31 | → |
| 2769 | PSI ADVISORS, LLC | TAMPA | 285880 | $800.9M | 22 | 2026-03-31 | → |
| 2770 | FINTECH COLLECTIVE MANAGEMENT LLC | NEW YORK | 288031 | $800.8M | 16 | 2026-03-31 | → |
| 2771 | KUHN ADVISORS, INC. | DURHAM | 117816 | $800.8M | 8 | 2026-05-31 | → |
| 2772 | SHOREPOINT CAPITAL PARTNERS LLC | NORWOOD | 152087 | $800.5M | 10 | 2025-03-31 | → |
| 2773 | COMPTON WEALTH ADVISORY GROUP, LLC | VIRGINIA BEACH | 281732 | $800.3M | 10 | 2026-06-30 | → |
| 2774 | VERACITY CAPITAL LLC | ATLANTA | 304272 | $799.8M | 12 | 2026-04-30 | → |
| 2775 | CAROLINA WEALTH MANAGEMENT, INC. | GREENVILLE | 131393 | $798.5M | 10 | 2026-04-30 | → |
| 2776 | MCNAMARA FINANCIAL SERVICES, INC. | MARSHFIELD | 154311 | $797.9M | 11 | 2026-02-28 | → |
| 2777 | SCHIAVI & COMPANY LLC | WILMINGTON | 104804 | $797.6M | 10 | 2026-03-31 | → |
| 2778 | PARISI GRAY WEALTH MANAGEMENT, LLC | MENDHAM | 286388 | $796.0M | 7 | 2026-02-28 | → |
| 2779 | 337 FRONTIER CAPITAL, LP | NEW YORK | 284266 | $795.3M | 4 | 2026-04-30 | → |
| 2780 | MCRAE CAPITAL MANAGEMENT INC. | MORRISTOWN | 104567 | $795.0M | 8 | 2026-03-31 | → |
| 2781 | FORTRESS WEALTH PLANNING, LLC | PONTE VEDRA BEACH | 307618 | $793.9M | 6 | 2026-03-31 | → |
| 2782 | KR CAPITAL LP | NEW YORK | 338229 | $792.4M | 20 | 2026-01-31 | → |
| 2783 | XP ADVISORY US, INC. | MIAMI | 173779 | $792.3M | 34 | 2026-04-30 | → |
| 2784 | DEFINITION CAPITAL MANAGEMENT LLC | NEW YORK | 321942 | $791.9M | 4 | 2026-06-30 | → |
| 2785 | MAVERICK REAL ESTATE PARTNERS LLC | NEW YORK | 269825 | $791.8M | 15 | 2026-04-30 | → |
| 2786 | MARATHON CAPITAL MANAGEMENT LLC | HUNT VALLEY | 119416 | $790.1M | 7 | 2026-02-28 | → |
| 2787 | LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC | STAMFORD | 149487 | $790.1M | 8 | 2026-03-31 | → |
| 2788 | HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC | CHARLOTTE | 297174 | $788.3M | 2 | 2026-03-31 | → |
| 2789 | NEW WAVE LOANS RESIDENTIAL, LLC | NORTH MIAMI BEACH | 326888 | $787.4M | 16 | 2026-03-31 | → |
| 2790 | CORNER CAPITAL MANAGEMENT, LLC | NEW YORK | 317086 | $787.4M | 12 | 2026-05-31 | → |
| 2791 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 2792 | VESTGEN INVESTMENT MANAGEMENT, LLC | EGG HARBOR TWP. | 118851 | $786.6M | 21 | 2026-04-30 | → |
| 2793 | REGENT PEAK WEALTH ADVISORS, LLC | ATLANTA | 298259 | $785.9M | 10 | 2026-06-30 | → |
| 2794 | ACP VENTURE CAPITAL MANAGEMENT FUND LLC | HAUPPAUGE | 298029 | $785.7M | 2 | 2026-06-30 | → |
| 2795 | ENHALUS CAPITAL, LP | NEW YORK | 313321 | $785.5M | 4 | 2026-03-31 | → |
| 2796 | FLAGSTAR ADVISORS, INC. | NEW YORK | 104233 | $784.3M | 37 | 2026-03-31 | → |
| 2797 | CENTURION WEALTH MANAGEMENT, LLC | MCLEAN | 317929 | $784.0M | 14 | 2026-06-30 | → |
| 2798 | AUGUSTINE ASSET MANAGEMENT INC | JACKSONVILLE | 105801 | $783.3M | 8 | 2026-03-31 | → |
| 2799 | OLD PORT ADVISORS, INC | PORTLAND | 108228 | $782.8M | 14 | 2026-05-31 | → |
| 2800 | DELTEC ASSET MANAGEMENT LLC | NEW YORK | 104068 | $782.8M | 15 | 2026-03-31 | → |
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