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 | |
|---|---|---|---|---|---|---|---|
| 3201 | BROCK FIDUCIARY SERVICES LLC | NEW YORK | 153055 | $588.2M | 4 | 2026-04-30 | → |
| 3202 | SCOPIA CAPITAL MANAGEMENT LP | NEW YORK | 124403 | $587.3M | 20 | 2026-04-30 | → |
| 3203 | HARPSWELL CAPITAL ADVISORS, LLC | YARMOUTH | 168996 | $587.0M | 5 | 2026-05-31 | → |
| 3204 | KREITLER FINANCIAL LLC | NEW HAVEN | 309056 | $584.9M | 10 | 2026-03-31 | → |
| 3205 | WELLSPRING WEALTH MANAGEMENT LLC | ALPHARETTA | 134834 | $584.8M | 8 | 2026-03-31 | → |
| 3206 | TENSOR EDGE CAPITAL, LLC | BOSTON | 335633 | $584.8M | 9 | 2026-05-31 | → |
| 3207 | BH3 FUND ADVISORS, LLC | FORT LAUDERDALE | 298967 | $584.7M | 29 | 2026-03-31 | → |
| 3208 | 424 CAPITAL, LLC | WAKEFIELD | 167462 | $584.5M | 20 | 2026-04-30 | → |
| 3209 | HOBBS GROUP ADVISORS LLC | COLUMBIA | 157274 | $584.4M | 8 | 2026-03-31 | → |
| 3210 | FORTRESS PRIVATE LEDGER, LLC | RALEIGH | 290298 | $584.0M | 22 | 2026-03-31 | → |
| 3211 | PERSIUM ADVISORS, LLC | ATLANTA | 128335 | $583.6M | 13 | 2026-03-31 | → |
| 3212 | VINE INVESTMENT ADVISORS, LP | PALM BEACH GARDENS | 157341 | $583.5M | 1 | 2026-03-31 | → |
| 3213 | PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC | NEW YORK | 137980 | $582.9M | 11 | 2026-03-31 | → |
| 3214 | MANTEIO SCALABLE TECHNOLOGIES LLC | JERSEY CITY | 333019 | $582.5M | 13 | 2026-03-31 | → |
| 3215 | NORTHLIGHT CAPITAL PARTNERS LLC | WESTPORT | 170112 | $582.2M | 10 | 2026-04-30 | → |
| 3216 | FRESHFORD CAPITAL MANAGEMENT, LLC | HARRISON | 158448 | $581.8M | 8 | 2026-03-31 | → |
| 3217 | TWO SIGMA REAL ESTATE, LP | NEW YORK | 324210 | $581.7M | 36 | 2026-03-31 | → |
| 3218 | 55 NORTH PRIVATE WEALTH, LLC | WINTER PARK | 325325 | $581.3M | 8 | 2026-03-31 | → |
| 3219 | HYPERION CAPITAL ADVISORS LP | NEW YORK | 304230 | $581.3M | 41 | 2026-03-31 | → |
| 3220 | DEMPSEY LORD SMITH, LLC | ROME | 141238 | $580.5M | 92 | 2026-01-31 | → |
| 3221 | SAVANNA INVESTMENT MANAGEMENT LLC | NEW YORK | 158770 | $579.5M | 39 | 2026-03-31 | → |
| 3222 | ABLE WEALTH MANAGEMENT LLC | TOMS RIVER | 298085 | $579.5M | 7 | 2026-06-30 | → |
| 3223 | HARVEY CAPITAL MANAGEMENT INC | PALM BEACH | 106224 | $579.4M | 5 | 2026-03-31 | → |
| 3224 | EPG WEALTH MANAGEMENT LLC | ATLANTA | 302075 | $579.1M | 14 | 2026-03-31 | → |
| 3225 | TWO ROADS PARTNERS MANAGEMENT, LP | NEW YORK | 326470 | $578.9M | 13 | 2026-03-31 | → |
| 3226 | OXLER PRIVATE WEALTH LLC | RYE BROOK | 309684 | $578.1M | 4 | 2026-03-31 | → |
| 3227 | JACKSON, GRANT INVESTMENT ADVISERS, INC. | STAMFORD | 108156 | $577.7M | 8 | 2026-01-31 | → |
| 3228 | VALUEWORKS LLC | NEW YORK CITY | 116850 | $577.3M | 6 | 2026-04-30 | → |
| 3229 | SILVERVIEW CREDIT PARTNERS LP | TAMPA | 282955 | $577.3M | 14 | 2026-03-31 | → |
| 3230 | CELLO CAPITAL MANAGEMENT, LP | NEW YORK | 160398 | $577.2M | 15 | 2026-06-30 | → |
| 3231 | TABOR ASSET MANAGEMENT, LP | NEW YORK | 304666 | $577.2M | 6 | 2026-03-31 | → |
| 3232 | BIRNAM OAK ADVISORS, LP | NEW YORK | 328180 | $577.0M | 7 | 2026-03-31 | → |
| 3233 | MONTAG & CALDWELL LLC | ATLANTA | 104841 | $577.0M | 14 | 2025-03-31 | → |
| 3234 | REZNY WEALTH MANAGEMENT, INC. | FORT MYERS | 109638 | $576.0M | 7 | 2026-05-31 | → |
| 3235 | DOMAIN TIMBER ADVISORS, LLC | ATLANTA | 287750 | $575.9M | 28 | 2026-03-31 | → |
| 3236 | SOUTHOCEAN CAPITAL PARTNERS, LLC | FT. LAUDERDALE | 171580 | $575.3M | 8 | 2026-03-31 | → |
| 3237 | UNTITLED INVESTMENTS LP | NEW YORK | 306357 | $574.0M | 10 | 2026-03-31 | → |
| 3238 | BURKETT FINANCIAL SERVICES, LLC | ROCK HILL | 140168 | $572.6M | 7 | 2026-02-28 | → |
| 3239 | THE ITHAKA GROUP, LLC | ARLINGTON | 146975 | $572.1M | 7 | 2026-03-31 | → |
| 3240 | CONNING INVESTMENT PRODUCTS, INC. | HARTFORD | 120387 | $572.0M | 8 | 2026-03-31 | → |
| 3241 | INDEPENDENT INVESTORS INC | NESCONSET | 105677 | $571.9M | 6 | 2026-03-31 | → |
| 3242 | FAMILY WMS, LLC | ATHENS | 126456 | $571.6M | 8 | 2026-02-28 | → |
| 3243 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | JACKSONVILLE | 169274 | $571.2M | 3 | 2026-02-28 | → |
| 3244 | TYRO CAPITAL MANAGEMENT, LLC | MIAMI | 312329 | $570.9M | 6 | 2026-04-30 | → |
| 3245 | LOOM CAPITAL MANAGEMENT LLC | NEW YORK | 174093 | $570.8M | 2 | 2026-03-31 | → |
| 3246 | GUMSHOE CAPITAL MANAGEMENT LLC | NEW YORK | 328451 | $570.6M | 7 | 2026-03-31 | → |
| 3247 | LIONSTONE CAPITAL MANAGEMENT LLC | NEW YORK | 157603 | $569.7M | 6 | 2026-03-31 | → |
| 3248 | INCA INVESTMENTS, LLC | MIAMI | 131194 | $569.6M | 9 | 2026-04-30 | → |
| 3249 | DRIFTWOOD ADVISORS, LLC | CORAL GABLES | 307316 | $568.8M | 52 | 2026-06-30 | → |
| 3250 | FREEDOM INVESTMENT MANAGEMENT, INC. | SOUTH WINDSOR | 126052 | $568.7M | 9 | 2026-02-28 | → |
| 3251 | BR CAPITAL ADVISORS LLC | CORAL GABLES | 310003 | $568.4M | 6 | 2026-03-31 | → |
| 3252 | S.E.E.D. PLANNING GROUP, LLC | BINGHAMTON | 188521 | $568.0M | 28 | 2026-05-31 | → |
| 3253 | TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC | NEW YORK | 291631 | $567.8M | 23 | 2026-06-30 | → |
| 3254 | MASCOMA WEALTH MANAGEMENT LLC | HANOVER | 174907 | $567.8M | 12 | 2026-02-28 | → |
| 3255 | PRENTICE WEALTH MANAGEMENT LLC | ROCHESTER | 160052 | $567.5M | 14 | 2026-05-31 | → |
| 3256 | FFG PARTNERS, LLC | FORT LAUDERDALE | 318641 | $567.4M | 8 | 2026-03-31 | → |
| 3257 | WHITE WOLF CAPITAL ADVISORS, LLC | MIAMI | 311816 | $566.8M | 19 | 2026-03-31 | → |
| 3258 | EQUINUM, LLC | BROOKLYN | 304350 | $566.0M | 5 | 2026-04-30 | → |
| 3259 | MSP SPORTS ADVISORS, LLC | NEW YORK | 311037 | $565.6M | 5 | 2025-03-31 | → |
| 3260 | OPTO INVESTMENT MANAGEMENT, LLC | NEW YORK | 316847 | $565.4M | 14 | 2026-03-31 | → |
| 3261 | ATTICUS WEALTH MANAGEMENT, LLC | PALM BEACH GARDENS | 296949 | $565.3M | 8 | 2026-05-31 | → |
| 3262 | REEDMARK ADVISORS, LLC | SOMERVILLE | 173760 | $564.6M | 12 | 2026-03-31 | → |
| 3263 | OLSTEIN CAPITAL MANAGEMENT, L.P. | PURCHASE | 38474 | $564.1M | 11 | 2026-03-31 | → |
| 3264 | SHIKIAR ASSET MANAGEMENT INC | NEW YORK | 107533 | $564.0M | 6 | 2026-03-31 | → |
| 3265 | ECC FUND MANAGER II, LLC | NEW YORK | 167090 | $563.9M | 17 | 2026-03-31 | → |
| 3266 | THE LUTS & GREENLEIGH GROUP, INC. | BETHESDA | 305002 | $563.9M | 3 | 2026-01-31 | → |
| 3267 | WAVE EQUITY PARTNERS LLC | BOSTON | 170642 | $563.8M | 9 | 2026-03-31 | → |
| 3268 | DOWNTOWN WEALTH STUDIOS, LLC | MIAMI | 325213 | $563.5M | 5 | 2026-03-31 | → |
| 3269 | DARA CAPITAL US, INC. | MIAMI | 153544 | $563.1M | 3 | 2026-03-31 | → |
| 3270 | BROOKLYN FI, LLC | BROOKLYN | 292115 | $563.1M | 10 | 2026-06-30 | → |
| 3271 | HARRADEN CIRCLE INVESTMENTS, LLC | NEW YORK | 310227 | $562.9M | 9 | 2026-03-31 | → |
| 3272 | POINT 41 CAPITAL PARTNERS, L.P. | COS COB | 334365 | $562.9M | 11 | 2026-06-30 | → |
| 3273 | MB GLOBAL ADVISERS, LLC | NEW YORK | 166823 | $562.5M | 8 | 2026-03-31 | → |
| 3274 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | PRINCETON | 109318 | $562.3M | 8 | 2026-03-31 | → |
| 3275 | CAPITOL PRIVATE WEALTH GROUP LLC | VIENNA | 283257 | $562.1M | 8 | 2026-04-30 | → |
| 3276 | CANARAS CAPITAL MANAGEMENT, LLC | NEW YORK | 142766 | $561.0M | 10 | 2026-06-30 | → |
| 3277 | BULLDOG INVESTORS, LLP | SADDLE BROOK | 151585 | $561.0M | 6 | 2026-03-31 | → |
| 3278 | EMPIRICAL ASSET MANAGEMENT, LLC | WELLESLEY | 155436 | $560.0M | 14 | 2026-03-31 | → |
| 3279 | QP CONSULTING, LLC | TAKOMA PARK | 129601 | $559.6M | 2 | 2026-01-31 | → |
| 3280 | HEADLAND CAPITAL, LLC | MT. PLEASANT | 332277 | $559.3M | 19 | 2026-06-30 | → |
| 3281 | PAULSON WEALTH MANAGEMENT INC. | WEST PALM BEACH | 150374 | $558.9M | 11 | 2026-03-31 | → |
| 3282 | OGOREK WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 105707 | $558.9M | 8 | 2026-02-28 | → |
| 3283 | WEALTH SCIENCE ADVISORS LLC | ALPHARETTA | 321031 | $558.7M | 9 | 2026-03-31 | → |
| 3284 | THOMASLLOYD CLIMATE SOLUTIONS LLC | PLEASANTVILLE | 298222 | $558.2M | 6 | 2026-03-31 | → |
| 3285 | HOBART PRIVATE CAPITAL, LLC | CHARLOTTE | 168494 | $558.2M | 18 | 2026-06-30 | → |
| 3286 | F&V CAPITAL MANAGEMENT, L.L.C. | BOCA RATON | 146399 | $557.8M | 7 | 2026-02-28 | → |
| 3287 | QUANTUM FINANCIAL ADVISORS INC | ROCKVILLE | 113563 | $557.5M | 10 | 2026-03-31 | → |
| 3288 | FINANCIAL HARVEST, LLC | WINTER PARK | 148271 | $557.4M | 9 | 2026-02-28 | → |
| 3289 | HT PARTNERS LLC | CENTERBROOK | 147400 | $556.3M | 7 | 2026-03-31 | → |
| 3290 | SQ CAPITAL LLC | NEW YORK | 334301 | $556.1M | 17 | 2026-06-30 | → |
| 3291 | SPRUCE STREET CAPITAL LP | NEW YORK | 333213 | $555.9M | 4 | 2026-03-31 | → |
| 3292 | INDAGO CAPITAL LLC | NEW YORK | 330343 | $555.9M | 12 | 2026-05-31 | → |
| 3293 | BIGELOW INVESTMENT ADVISORS, LLC | PORTLAND | 143733 | $555.2M | 8 | 2026-05-31 | → |
| 3294 | O'ROURKE & COMPANY, INCORPORATED | BOSTON | 132481 | $555.1M | 4 | 2025-12-31 | → |
| 3295 | PREMIER WEALTH ADVISORS, LLC | NEW YORK | 120358 | $555.1M | 9 | 2026-03-31 | → |
| 3296 | TOTAL MANAGEMENT GROUP, INC. | MELVILLE | 124261 | $553.9M | 6 | 2026-02-28 | → |
| 3297 | GLOBAL VIEW INVESTMENT ADVISORS, LLC | GREENVILLE | 145499 | $553.8M | 8 | 2026-02-28 | → |
| 3298 | PEGASUS ASSET MANAGEMENT INC | MORRISTOWN | 104766 | $553.6M | 5 | 2026-06-30 | → |
| 3299 | SMA CAPITAL LLC | NEW YORK | 335168 | $553.5M | 9 | 2026-03-31 | → |
| 3300 | TSP CAPITAL MANAGEMENT GROUP, LLC | SUMMIT | 131889 | $553.3M | 5 | 2026-03-31 | → |
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