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 | |
|---|---|---|---|---|---|---|---|
| 3101 | KICKSTAND VENTURES, LLC | PITTSFORD | 327022 | $633.5M | 7 | 2026-06-30 | → |
| 3102 | KENNEDY INVESTMENT GROUP, INC. | WEST DEPTFORD | 322605 | $633.2M | 12 | 2026-02-28 | → |
| 3103 | EVEREST CONSULTANTS, LLC | SYRACUSE | 128474 | $633.1M | 5 | 2025-03-31 | → |
| 3104 | VIZCAYA CAPITAL, LLC | MIAMI | 170518 | $631.4M | 9 | 2026-06-30 | → |
| 3105 | G2 INVESTMENT PARTNERS MANAGEMENT LLC | NEW YORK | 163921 | $630.2M | 10 | 2026-03-31 | → |
| 3106 | SEARLE & CO. | GREENWICH | 13035 | $629.9M | 13 | 2025-12-31 | → |
| 3107 | ROSE PARK ADVISORS, LLC | BOSTON | 162017 | $629.9M | 13 | 2026-04-30 | → |
| 3108 | SOLAS CAPITAL MANAGEMENT, LLC | DARIEN | 159962 | $629.0M | 4 | 2026-03-31 | → |
| 3109 | MANATUCK HILL PARTNERS, LLC | WESTPORT | 160689 | $628.6M | 6 | 2026-03-31 | → |
| 3110 | ARGENTEM CREEK PARTNERS LP | NEW YORK | 282070 | $628.4M | 12 | 2026-03-31 | → |
| 3111 | CAPSHIFT ADVISORS, LLC | WEST NEWTON | 309860 | $628.0M | 16 | 2026-03-31 | → |
| 3112 | MERIDIAN FINANCIAL PARTNERS LLC | WARRENTON | 281969 | $627.6M | 7 | 2026-03-31 | → |
| 3113 | CENTRICA WEALTH MANAGEMENT, LLC | MIAMI | 335042 | $627.4M | 3 | 2026-02-28 | → |
| 3114 | BUTENSKY & COHEN FINANCIAL SECURITY INC | PONTE VEDRA BEACH | 110295 | $626.0M | 12 | 2026-01-31 | → |
| 3115 | RIALTO WEALTH MANAGEMENT, LLC | SYRACUSE | 319411 | $625.9M | 7 | 2026-03-31 | → |
| 3116 | PHRACTION MANAGEMENT LLC | COLCHESTER | 298633 | $625.5M | 7 | 2026-03-31 | → |
| 3117 | SANDIA INVESTMENT MANAGMENT LP | BOSTON | 311098 | $625.4M | 6 | 2026-06-30 | → |
| 3118 | BRAVE ASSET MANAGEMENT, INC. | SUMMIT | 108512 | $624.3M | 7 | 2026-03-31 | → |
| 3119 | RIVERVIEW CAPITAL ADVISERS LLC | BOSTON | 140377 | $624.1M | 8 | 2026-04-30 | → |
| 3120 | INDUSTRIAL DEVELOPMENT FUNDING LLC | MIAMI BEACH | 298015 | $624.0M | 5 | 2026-03-31 | → |
| 3121 | MACHINE INVESTMENT GROUP, LP | NEW YORK | 315219 | $623.7M | 13 | 2026-03-31 | → |
| 3122 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | ATLANTA | 105302 | $623.7M | 9 | 2026-06-30 | → |
| 3123 | SPP MANAGEMENT SERVICES, LLC | CHARLOTTE | 164078 | $623.6M | 23 | 2026-03-31 | → |
| 3124 | KELLY FINANCIAL SERVICES LLC | BRAINTREE | 291996 | $623.6M | 10 | 2026-03-31 | → |
| 3125 | STAPLE STREET CAPITAL MANAGEMENT, L.P. | NEW YORK | 173785 | $622.2M | 24 | 2026-03-31 | → |
| 3126 | GATEWOOD CAPITAL MANAGEMENT LLC | NEW YORK | 282128 | $622.0M | 8 | 2026-03-31 | → |
| 3127 | CAPITAL ADVISERS, INC. | RALEIGH | 118442 | $620.0M | 5 | 2026-01-31 | → |
| 3128 | BNA WEALTH, INC. | ROCK HILL | 39326 | $619.8M | 8 | 2026-05-31 | → |
| 3129 | ALPHA FINANCIAL ADVISORS, LLC | CHARLOTTE | 122545 | $619.3M | 9 | 2026-06-30 | → |
| 3130 | CPA ASSET MANAGEMENT GROUP, LLC | WEST PALM BEACH | 107833 | $619.2M | 11 | 2026-02-28 | → |
| 3131 | TACTIVE ADVISORS, LLC | SARASOTA | 309311 | $619.0M | 15 | 2026-06-30 | → |
| 3132 | RIVERMONT CAPITAL MANAGEMENT LP | NEW YORK | 311888 | $617.9M | 5 | 2026-03-31 | → |
| 3133 | HUSSMAN STRATEGIC ADVISORS INC | ELLICOTT CITY | 109400 | $617.4M | 5 | 2026-01-31 | → |
| 3134 | CLEAR WAVE WEALTH MANAGEMENT, LLC | RED BANK | 338582 | $617.0M | 3 | 2026-01-31 | → |
| 3135 | GREENBUSH FINANCIAL GROUP, LLC | ALBANY | 125500 | $616.5M | 6 | 2026-01-31 | → |
| 3136 | GREY LEDGE ADVISORS, LLC | GUILFORD | 124867 | $616.0M | 12 | 2026-03-31 | → |
| 3137 | KETTLE HILL CAPITAL MANAGEMENT, LLC | NEW YORK | 163722 | $615.5M | 8 | 2026-03-31 | → |
| 3138 | NINE THIRTY CAPITAL MANAGEMENT, LLC | NEW YORK | 130545 | $615.5M | 5 | 2026-03-31 | → |
| 3139 | H.I.G. WHITEHORSE ADVISERS, LLC | MIAMI | 164905 | $615.1M | 82 | 2026-03-31 | → |
| 3140 | MYSTIC ASSET MANAGEMENT, INC. | WARWICK | 170361 | $614.6M | 3 | 2026-03-31 | → |
| 3141 | LISC FUND MANAGEMENT, LLC | NEW YORK | 304733 | $614.6M | 14 | 2026-04-30 | → |
| 3142 | DARWIN WEALTH MANAGEMENT, LLC | TAMPA | 166585 | $614.5M | 10 | 2026-03-31 | → |
| 3143 | ZEGA INVESTMENTS, LLC | PALM BEACH GARDENS | 330428 | $614.0M | 10 | 2026-03-31 | → |
| 3144 | BLUE OWL STRATEGIC EQUITY ADVISORS LLC | NEW YORK | 325958 | $613.9M | 250 | 2026-06-30 | → |
| 3145 | SAFE HARBOR FAMILY CAPITAL, LLC | CHAPEL HILL | 317547 | $613.9M | 3 | 2026-03-31 | → |
| 3146 | TURAS CAPITAL MANAGEMENT LP | BOSTON | 336516 | $613.5M | 2 | 2026-01-31 | → |
| 3147 | AUCTUS ADVISORS LLC | CHARLOTTE | 289489 | $612.9M | 3 | 2026-05-31 | → |
| 3148 | PRIVATE WEALTH MANAGEMENT GROUP LLC | PRINCETON | 166539 | $612.8M | 11 | 2026-03-31 | → |
| 3149 | ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC | NEW YORK | 163428 | $612.4M | 15 | 2026-04-30 | → |
| 3150 | QUARTZ PARTNERS, LLC | SARATOGA SPRINGS | 174327 | $611.9M | 26 | 2026-06-30 | → |
| 3151 | CATALUR CAPITAL MANAGEMENT, LP | NEW YORK | 307830 | $611.9M | 8 | 2026-03-31 | → |
| 3152 | AMERRA CAPITAL MANAGEMENT, LLC | ENGLEWOOD | 155860 | $610.4M | 16 | 2026-03-31 | → |
| 3153 | SOAPSTONE MANAGEMENT L.P. | BETHESDA | 162936 | $610.1M | 4 | 2026-03-31 | → |
| 3154 | STRENGTHENING FAMILIES & COMMUNITIES, LLC | BOSTON | 282573 | $610.0M | 11 | 2026-03-31 | → |
| 3155 | J. STERN & CO., LLC | NEW YORK CITY | 326509 | $608.6M | 4 | 2026-03-31 | → |
| 3156 | CENTRAL FAMILY ADVISORS, LLC | NEW YORK | 283995 | $608.3M | 4 | 2026-03-31 | → |
| 3157 | ROSE CAPITAL ADVISORS, LLC | MIAMI BEACH | 173054 | $608.3M | 14 | 2026-04-30 | → |
| 3158 | BEACON HARBOR WEALTH ADVISORS, INC. | VIRGINIA BEACH | 300243 | $608.3M | 8 | 2026-02-28 | → |
| 3159 | INLET PRIVATE WEALTH, LLC | JUPITER | 297154 | $608.1M | 5 | 2026-02-28 | → |
| 3160 | MERCHANTS INVESTMENT PARTNERS, LLC | NEW YORK | 314794 | $607.9M | 11 | 2026-06-30 | → |
| 3161 | ARCAPITA INVESTMENT MANAGEMENT US INC. | ATLANTA | 168148 | $607.3M | 8 | 2026-05-31 | → |
| 3162 | VAN BIEMA VALUE PARTNERS, LLC | NEW YORK | 136988 | $606.9M | 5 | 2025-03-31 | → |
| 3163 | PROSTATIS GROUP LLC | HANOVER | 132662 | $605.4M | 27 | 2026-04-30 | → |
| 3164 | KAH CAPITAL MANAGEMENT, LLC | MCLEAN | 298287 | $605.3M | 8 | 2026-03-31 | → |
| 3165 | EAGLE HEALTH INVESTMENTS LP | GREENWICH | 309210 | $605.3M | 9 | 2026-03-31 | → |
| 3166 | DESTINY FAMILY OFFICE | TAVARES | 338015 | $605.1M | 7 | 2026-06-30 | → |
| 3167 | SAPERE WEALTH MANAGEMENT, LLC | MATTHEWS | 119598 | $604.8M | 7 | 2026-03-31 | → |
| 3168 | DEUTERIUM CAPITAL MANAGEMENT, LLC | CLEARWATER | 294051 | $603.7M | 8 | 2026-04-30 | → |
| 3169 | OAK HILL WEALTH ADVISORS, LLC | LANSDOWNE | 318606 | $603.2M | 10 | 2025-03-31 | → |
| 3170 | CALLODINE CREDIT MANAGEMENT, LLC | BOSTON | 313165 | $603.0M | 11 | 2026-03-31 | → |
| 3171 | ENDEAVOUR CAPITAL ADVISORS INC. | GREENWICH | 137689 | $602.7M | 8 | 2026-03-31 | → |
| 3172 | HURRICANE CAPITAL ADVISORS LLC | NEW YORK | 314749 | $602.7M | 25 | 2026-05-31 | → |
| 3173 | BPGC MANAGEMENT LP | NEW YORK | 309916 | $601.9M | 3 | 2026-03-31 | → |
| 3174 | 5C LENDING PARTNERS ADVISOR LLC | NEW YORK | 328959 | $601.8M | 29 | 2026-03-31 | → |
| 3175 | AXIAL READE CAPITAL, LP | NEW YORK | 301386 | $601.2M | 7 | 2026-03-31 | → |
| 3176 | OLIO FINANCIAL PLANNING, LLC | MCLEAN | 282355 | $600.5M | 14 | 2026-03-31 | → |
| 3177 | GFG ALTERNATIVE INVESTMENT ADVISORS LLC | GREENWICH | 160435 | $599.6M | 6 | 2026-03-31 | → |
| 3178 | GIVERNY CAPITAL ASSET MANAGEMENT LLC | NEW YORK | 306473 | $599.4M | 3 | 2026-03-31 | → |
| 3179 | WHITENER CAPITAL MANAGEMENT, INC | ROCKY MOUNT | 106865 | $598.5M | 9 | 2026-02-28 | → |
| 3180 | VELOCITY CAPITAL MANAGEMENT LLC | NEW YORK | 321641 | $598.2M | 11 | 2026-05-31 | → |
| 3181 | MAYTUS CAPITAL MANAGEMENT, LLC | NEW YORK | 288640 | $597.8M | 5 | 2026-06-30 | → |
| 3182 | JAFFA CAPITAL MANAGEMENT LLC | CLIFTON | 325411 | $597.2M | 14 | 2026-03-31 | → |
| 3183 | AFFINITY INVESTMENT GROUP, LLC | EXETER | 117191 | $595.1M | 9 | 2026-05-31 | → |
| 3184 | THE JUNK INVESTMENT GROUP, LLC | HUNT VALLEY | 104619 | $595.0M | 6 | 2026-02-28 | → |
| 3185 | INNOVATIVE FINANCIAL SOLUTIONS NJ, LLC | CRANFORD | 332536 | $594.9M | 6 | 2026-03-31 | → |
| 3186 | ALIGNMENT GROWTH MANAGEMENT LLC | NEW YORK | 319136 | $593.2M | 10 | 2026-03-31 | → |
| 3187 | ATLAS MERCHANT CAPITAL LLC | NEW YORK | 172124 | $593.0M | 15 | 2026-03-31 | → |
| 3188 | FUND DIRECT ADVISORS INC. | GREENSBORO | 155363 | $593.0M | 4 | 2026-03-31 | → |
| 3189 | GREENSLEDGE ASSET MANAGEMENT LLC | GLASTONBURY | 307732 | $592.8M | 11 | 2026-06-30 | → |
| 3190 | GDA LUMA CAPITAL MANAGEMENT, LP | MIAMI | 314502 | $592.4M | 14 | 2026-03-31 | → |
| 3191 | CYRUS J. LAWRENCE LLC | NEW YORK | 174034 | $591.5M | 7 | 2025-04-30 | → |
| 3192 | HZ INVESTMENTS INC. | CHEVY CHASE | 312268 | $591.4M | 1 | 2026-02-28 | → |
| 3193 | LEVCO CAPITAL LP | NEW YORK | 161117 | $590.5M | 10 | 2026-03-31 | → |
| 3194 | MILESTONE FINANCIAL PLANNING, LLC | BEDFORD | 283439 | $590.3M | 23 | 2026-04-30 | → |
| 3195 | FLORIDA ATLANTIC SECURITIES CORP. | MIAMI | 43272 | $590.0M | 4 | 2026-06-30 | → |
| 3196 | RESTON WEALTH MANAGEMENT, LLC. | RESTON | 148816 | $589.9M | 8 | 2026-03-31 | → |
| 3197 | FAIRFIELD, BUSH & CO. | DARIEN | 105970 | $589.0M | 5 | 2026-03-31 | → |
| 3198 | RJA ASSET MANAGEMENT LLC | STAMFORD | 153428 | $588.9M | 8 | 2026-05-31 | → |
| 3199 | STONE-GOFF MANAGEMENT, LLC | NEW YORK | 281205 | $588.6M | 14 | 2026-04-30 | → |
| 3200 | JADE MOUNTAIN PARTNERS, LLC | WHITE PLAINS | 290415 | $588.4M | 16 | 2026-03-31 | → |
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