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 | |
|---|---|---|---|---|---|---|---|
| 2901 | IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. | BEVERLY | 106625 | $730.2M | 11 | 2026-03-31 | → |
| 2902 | OAK HARBOR WEALTH PARTNERS, LLC | RALEIGH | 311528 | $729.9M | 8 | 2026-04-30 | → |
| 2903 | CARBON DIRECT CAPITAL MANAGEMENT LLC | NEW YORK | 317548 | $729.6M | 15 | 2026-04-30 | → |
| 2904 | CANBY FINANCIAL ADVISORS, LLC | FRAMINGHAM | 338797 | $729.4M | 11 | 2026-06-30 | → |
| 2905 | UNOFFICIAL MANAGEMENT, INC. | NEW YORK | 306409 | $729.2M | 12 | 2026-05-31 | → |
| 2906 | LESKO SECURITIES, INC. | VESTAL | 10091 | $728.5M | 22 | 2026-03-31 | → |
| 2907 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 2908 | COOPERATIVE FUNERAL FUND INC | MADISON | 107631 | $727.8M | 20 | 2026-03-31 | → |
| 2909 | AAF WEALTH MANAGEMENT, LLC | WESTBOROUGH | 164646 | $727.6M | 10 | 2026-03-31 | → |
| 2910 | AXQ CAPITAL, LP | JERSEY CITY | 318863 | $727.1M | 7 | 2026-03-31 | → |
| 2911 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 2912 | TRGP INVESTMENT PARTNERS, LP | STAMFORD | 305563 | $726.8M | 16 | 2026-03-31 | → |
| 2913 | WOODSTOCK WEALTH MANAGEMENT, INC. | WOODSTOCK | 283472 | $726.6M | 26 | 2026-04-30 | → |
| 2914 | RENAISSANCE INVESTMENT GROUP, LLC | LENOX | 153679 | $726.1M | 9 | 2026-03-31 | → |
| 2915 | GREAT POINT WEALTH ADVISORS, LLC | BOSTON | 147082 | $725.8M | 5 | 2026-03-31 | → |
| 2916 | HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC | MORRISTOWN | 157865 | $725.7M | 49 | 2026-06-30 | → |
| 2917 | INCASA LLC | MIAMI | 174058 | $725.2M | 3 | 2026-03-31 | → |
| 2918 | COLTON GROOME FINANCIAL ADVISORS, LLC | ASHEVILLE | 128365 | $724.9M | 18 | 2026-04-30 | → |
| 2919 | CORA CAPITAL ADVISORS LLC | MARLTON | 318134 | $722.9M | 13 | 2026-03-31 | → |
| 2920 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | SARATOGA SPRINGS | 151237 | $722.9M | 10 | 2026-05-31 | → |
| 2921 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | FORT LAUDERDALE | 286005 | $722.8M | 42 | 2026-03-31 | → |
| 2922 | UNION CAPITAL ASSOCIATES, L.P. | GREENWICH | 285154 | $721.5M | 28 | 2026-03-31 | → |
| 2923 | DECAGON ASSET MANAGEMENT (US) LP | NEW YORK | 322135 | $720.8M | 2 | 2026-06-30 | → |
| 2924 | MATERETSKY FINANCIAL GROUP, INC. | BOYNTON BEACH | 292353 | $720.8M | 9 | 2026-03-31 | → |
| 2925 | SAAGA, LLC | MIAMI | 327015 | $717.5M | 6 | 2026-03-31 | → |
| 2926 | WEALTH MANAGEMENT ASSOCIATES, INC. | CHERRY HILL | 117606 | $717.4M | 20 | 2026-03-31 | → |
| 2927 | DOPKINS WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 124209 | $717.0M | 6 | 2026-06-30 | → |
| 2928 | AISLING CAPITAL MANAGEMENT LP | NEW YORK | 269994 | $716.4M | 12 | 2026-03-31 | → |
| 2929 | G. A. REPPLE & COMPANY | CASSELBERRY | 17486 | $716.3M | 53 | 2026-03-31 | → |
| 2930 | GRANT AVENUE CAPITAL LLC | NEW YORK | 313104 | $716.1M | 14 | 2026-05-31 | → |
| 2931 | DAVERN CAPITAL PARTNERS, LP | NEW YORK | 323018 | $715.1M | 4 | 2026-03-31 | → |
| 2932 | OLD PEAK FINANCE LLC | CHAPEL HILL | 154804 | $714.1M | 9 | 2026-05-31 | → |
| 2933 | DRAKE CAPITAL ADVISORS LLC | OLD GREENWICH | 136716 | $713.4M | 5 | 2026-03-31 | → |
| 2934 | BRYCE POINT CAPITAL LLC | SCARSDALE | 330065 | $713.1M | 3 | 2025-02-28 | → |
| 2935 | ESSEX INVESTMENT MANAGEMENT COMPANY, LLC | BOSTON | 109962 | $712.7M | 13 | 2026-03-31 | → |
| 2936 | EXCALIBUR MANAGEMENT CORP | WALTHAM | 110836 | $712.1M | 12 | 2026-03-31 | → |
| 2937 | ASTON CAPITAL MANAGEMENT | CORAL GABLES | 291310 | $711.8M | 3 | 2026-03-31 | → |
| 2938 | REDWOOD INVESTMENTS, LLC | BOSTON | 133028 | $710.1M | 6 | 2026-05-31 | → |
| 2939 | THE CAPITAL MANAGEMENT CORPORATION | GLEN ALLEN | 112242 | $710.1M | 9 | 2025-06-30 | → |
| 2940 | ROGAN & ASSOCIATES, INC. | SAFETY HARBOR | 42762 | $709.6M | 14 | 2026-05-31 | → |
| 2941 | COVISION ADVISORS LLC | NEW YORK | 285328 | $708.4M | 8 | 2026-03-31 | → |
| 2942 | BENCH WALK ADVISORS LLC | BOCA RATON | 313945 | $707.6M | 15 | 2026-06-30 | → |
| 2943 | MILLENNIUM ADVISORY SERVICES, INC. | GLEN ALLEN | 116057 | $707.5M | 29 | 2025-01-31 | → |
| 2944 | LINCOLN PEAK CAPITAL MANAGEMENT, LLC | BOSTON | 292864 | $706.5M | 12 | 2026-03-31 | → |
| 2945 | KALEIDOSCOPE CAPITAL LP | BOSTON | 282159 | $706.2M | 9 | 2026-04-30 | → |
| 2946 | NORTHCAPE WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 312350 | $706.1M | 6 | 2026-04-30 | → |
| 2947 | EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | HOLMDEL | 146097 | $706.0M | 12 | 2026-05-31 | → |
| 2948 | MORANGIE MANAGEMENT LLC | VERO BEACH | 332949 | $706.0M | 7 | 2026-03-31 | → |
| 2949 | CORE WEALTH ADVISORS, INC. | LAKELAND | 174386 | $702.1M | 13 | 2026-06-30 | → |
| 2950 | OLYMPUS PEAK ASSET MANAGEMENT LP | GREENWICH | 299460 | $702.0M | 5 | 2026-02-28 | → |
| 2951 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | NORWELL | 109767 | $701.7M | 7 | 2026-05-31 | → |
| 2952 | HARBOUR CAPITAL ADVISORS, LLC | TYSONS CORNER | 157266 | $701.1M | 11 | 2026-02-28 | → |
| 2953 | RPG FAMILY WEALTH ADVISORY, LLC | BURLINGTON | 158528 | $700.7M | 21 | 2026-04-30 | → |
| 2954 | ENTRYPOINT CAPITAL, LLC | NEW YORK | 313946 | $700.3M | 10 | 2026-03-31 | → |
| 2955 | COVALIS CAPITAL (AMERICA) LLC | NEW YORK | 286139 | $699.6M | 5 | 2024-12-31 | → |
| 2956 | HARTFORD FINANCIAL MANAGEMENT INC | WEST HARTFORD | 105039 | $699.6M | 10 | 2026-03-31 | → |
| 2957 | LAFISE GLOBAL ADVISORS LLC | MIAMI | 331244 | $699.0M | 3 | 2026-03-31 | → |
| 2958 | GREY FOX WEALTH ADVISORS, LLC | ROCKLAND | 307172 | $698.8M | 11 | 2026-03-31 | → |
| 2959 | IRON PATH CAPITAL, L.P. | CHARLOTTESVILLE | 316139 | $698.5M | 18 | 2026-04-30 | → |
| 2960 | MAXIMAI INVESTMENT PARTNERS, LLC | CORAL GABLES | 284919 | $695.8M | 8 | 2026-03-31 | → |
| 2961 | FOX RUN MANAGEMENT LLC | GREENWICH | 149092 | $695.8M | 9 | 2026-03-31 | → |
| 2962 | MALTESE CAPITAL MANAGEMENT, LLC | NEW YORK | 138175 | $695.7M | 17 | 2026-03-31 | → |
| 2963 | WEMBLEY STRATEGIC ADVISORY LLC | NEW YORK | 305692 | $695.2M | 2 | 2026-05-31 | → |
| 2964 | HIGH FALLS ADVISORS, INC. | ROCHESTER | 108678 | $694.7M | 17 | 2026-03-31 | → |
| 2965 | BLUESHIFT ASSET MANAGEMENT, LLC | RED BANK | 290637 | $694.4M | 13 | 2026-03-31 | → |
| 2966 | WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. | BRISTOL | 226535 | $694.3M | 27 | 2026-03-31 | → |
| 2967 | ICV PARTNERS, LLC | MIAMI | 160651 | $694.1M | 13 | 2026-03-31 | → |
| 2968 | MONEDA USA, INC. | NEW YORK | 157833 | $694.0M | 5 | 2026-05-31 | → |
| 2969 | COVENANT ASSET MANAGEMENT, LLC | CHESTER | 108567 | $692.6M | 11 | 2026-03-31 | → |
| 2970 | UNIO CAPITAL LLC | PRINCETON | 166483 | $691.5M | 8 | 2026-03-31 | → |
| 2971 | BRAINVEST WEALTH MANAGEMENT LLC | MIAMI | 289743 | $690.9M | 8 | 2026-04-30 | → |
| 2972 | ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. | CORAL GABLES | 152104 | $690.9M | 10 | 2026-04-30 | → |
| 2973 | NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC | NEW YORK | 321208 | $690.1M | 10 | 2026-03-31 | → |
| 2974 | WEST BRANCH CAPITAL LLC | AMHERST | 133813 | $690.1M | 9 | 2026-02-28 | → |
| 2975 | INTERVEST CAPITAL PARTNERS LLC | NEW YORK | 159681 | $689.3M | 38 | 2026-03-31 | → |
| 2976 | EAST END FINANCIAL GROUP, INC. | RIVERHEAD | 110584 | $689.2M | 12 | 2026-02-28 | → |
| 2977 | ANCHYRA PARTNERS LLC | ATLANTA | 335467 | $689.2M | 5 | 2026-03-31 | → |
| 2978 | NVEST FINANCIAL, LLC | PORTSMOUTH | 128868 | $688.3M | 16 | 2026-03-31 | → |
| 2979 | 9YARDS CAPITAL MANAGEMENT LP | NEW YORK | 299727 | $687.6M | 9 | 2026-03-31 | → |
| 2980 | SIHARUM ADVISORS, LLC | BOSTON | 147957 | $687.5M | 9 | 2026-03-31 | → |
| 2981 | WEALTH MANAGEMENT ADVISORS, LLC | GREENVILLE | 171260 | $686.1M | 10 | 2026-03-31 | → |
| 2982 | MAROTTA ASSET MANAGEMENT, INC. | CHARLOTTESVILLE | 115645 | $686.0M | 16 | 2026-03-31 | → |
| 2983 | TOPSPIN MANAGEMENT COMPANY LBO LLC | MAMARONECK | 161399 | $685.6M | 10 | 2026-03-31 | → |
| 2984 | SANDY COVE ADVISORS, LLC | HINGHAM | 152482 | $684.9M | 8 | 2026-03-31 | → |
| 2985 | INTEGRA GLOBAL ADVISORS LLC | STAMFORD | 288511 | $684.1M | 11 | 2026-03-31 | → |
| 2986 | COMPASS WEALTH MANAGEMENT LLC | GUILFORD | 106289 | $682.5M | 5 | 2026-02-28 | → |
| 2987 | GLOBAL FRONTIER INVESTMENTS, LLC | CHARLESTON | 160105 | $682.0M | 2 | 2026-03-31 | → |
| 2988 | BROAD RUN INVESTMENT MANAGEMENT, LLC | ARLINGTON | 165067 | $681.8M | 6 | 2026-03-31 | → |
| 2989 | SANDBOX FINANCIAL PARTNERS, LLC | BETHESDA | 297858 | $681.7M | 11 | 2026-05-31 | → |
| 2990 | SYNERGY INVESTMENT MANAGEMENT LLC | ALTAMONTE SPRINGS | 305961 | $681.5M | 22 | 2026-05-31 | → |
| 2991 | BELLTOWER PARTNERS LLC | NEW YORK | 333385 | $681.4M | 5 | 2026-03-31 | → |
| 2992 | EAGLE BAY ADVISORS LLC | NEW YORK | 281675 | $680.8M | 15 | 2026-04-30 | → |
| 2993 | TRUFFLE HOUND CAPITAL, LLC | BETHESDA | 137616 | $680.0M | 7 | 2026-03-31 | → |
| 2994 | BRYANT WOODS INVESTMENT ADVISORS, LLC | GETZVILLE | 109379 | $679.7M | 8 | 2026-03-31 | → |
| 2995 | ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC | BOCA RATON | 159393 | $679.5M | 47 | 2026-03-31 | → |
| 2996 | MONUMENT GROUP WEALTH ADVISORS, LLC | CONCORD | 111908 | $678.9M | 7 | 2026-05-31 | → |
| 2997 | HUDSON VALUE PARTNERS, LLC | PALM BEACH | 301325 | $678.3M | 4 | 2026-06-30 | → |
| 2998 | MTM INVESTMENT MANAGEMENT, LLC | SPARTANBURG | 297500 | $678.1M | 8 | 2026-03-31 | → |
| 2999 | CASTLE HARLAN, INC. | NEW YORK | 158106 | $678.0M | 27 | 2026-03-31 | → |
| 3000 | GOOD SPRINGS CAPITAL LP | NEW YORK | 326803 | $677.9M | 8 | 2026-03-31 | → |
Related Lists
Sleeve6,740 firms · 2026-06-30