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 | |
|---|---|---|---|---|---|---|---|
| 3501 | TIM LOONEY INVESTMENTS, LLC | LONGWOOD | 164413 | $490.3M | 4 | 2026-03-31 | → |
| 3502 | DAHER CAPITAL GROUP, LLC | JUPITER | 341516 | $490.0M | 1 | 2026-05-31 | → |
| 3503 | HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC | NEW YORK | 288671 | $490.0M | 2 | 2026-03-31 | → |
| 3504 | MONTGOMERY INVESTMENT MANAGEMENT INC | ROCKVILLE | 105417 | $490.0M | 3 | 2026-02-28 | → |
| 3505 | MNS FINANCIAL MANAGEMENT, L.L.C. | FORT MYERS | 116604 | $489.2M | 9 | 2026-04-30 | → |
| 3506 | WPH GP, LLC | BOSTON | 295192 | $488.8M | 11 | 2026-05-31 | → |
| 3507 | REGISTER FINANCIAL ADVISORS, LLC | ATLANTA | 143884 | $488.5M | 15 | 2026-04-30 | → |
| 3508 | OBJECTIVITY SQUARED, LLC | CHARLESTON | 311052 | $487.8M | 6 | 2026-03-31 | → |
| 3509 | BLT FUND MANAGER LLC | STAMFORD | 166743 | $487.3M | 7 | 2026-06-30 | → |
| 3510 | BROWN, LISLE/CUMMINGS, INC. | PROVIDENCE | 1331 | $487.3M | 13 | 2026-06-30 | → |
| 3511 | ABR CAPITAL PARTNERS, LLC | BALTIMORE | 152121 | $487.2M | 26 | 2026-05-31 | → |
| 3512 | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | WINSTON SALEM | 114471 | $487.1M | 7 | 2026-03-31 | → |
| 3513 | AFFILIATED PRIVATE INVESTORS LLC | WEST PALM BEACH | 111545 | $486.0M | 6 | 2026-03-31 | → |
| 3514 | CORNERSTONE PLANNING, LLC | CHARLOTTE | 166886 | $485.9M | 13 | 2026-02-28 | → |
| 3515 | THE PINES WEALTH MANAGEMENT, LLC | SOUTHERN PINES | 326353 | $485.9M | 4 | 2026-03-31 | → |
| 3516 | 1505 CAPITAL LLC | NEW YORK | 298880 | $485.7M | 11 | 2026-03-31 | → |
| 3517 | BAYMOUNT MANAGEMENT LP | MIAMI | 304809 | $485.7M | 5 | 2025-03-31 | → |
| 3518 | THE CAVANAUGH GROUP INC | KIAWAH ISLAND | 105931 | $485.7M | 2 | 2026-06-30 | → |
| 3519 | ARMOR ADVISORS, L.L.C. | NEW YORK | 157238 | $485.5M | 7 | 2026-03-31 | → |
| 3520 | ANTHEMIS CAPITAL MANAGERS (AMERICAS) LLC | NEW YORK | 323376 | $485.5M | 12 | 2026-03-31 | → |
| 3521 | BRIDGER MANAGEMENT LLC | NEW YORK | 160738 | $485.2M | 8 | 2026-03-31 | → |
| 3522 | THE AMBRUS GROUP LLC | TAMPA | 316761 | $485.1M | 5 | 2026-05-31 | → |
| 3523 | NINE MASTS CAPITAL ADVISERS LLC | NEW YORK | 322775 | $484.6M | 4 | 2026-04-30 | → |
| 3524 | GRANEY & KING, LLC | LATHAM | 126461 | $484.4M | 4 | 2026-03-31 | → |
| 3525 | EXODUS WEALTH, LLC | FORT LAUDERDALE | 174328 | $483.6M | 53 | 2026-06-30 | → |
| 3526 | GLOBAL KANDOR ADVISORS, LLC | KEY BISCAYNE | 308452 | $483.3M | 13 | 2026-04-30 | → |
| 3527 | BUTTONWOOD FINANCIAL ADVISORS, INC. | BALTIMORE | 144926 | $483.2M | 8 | 2026-03-31 | → |
| 3528 | MONTE FINANCIAL GROUP, LLC | GUILFORD | 150119 | $482.4M | 12 | 2026-03-31 | → |
| 3529 | GENESIS PRIVATE WEALTH, LLC | ASHBURN | 315692 | $482.4M | 6 | 2026-03-31 | → |
| 3530 | PHYSICIANS FINANCIAL SERVICES, INC. | RALEIGH | 118519 | $482.3M | 6 | 2026-03-31 | → |
| 3531 | PING CAPITAL MANAGEMENT, INC. | NEW YORK | 308358 | $482.2M | 10 | 2026-03-31 | → |
| 3532 | EMET CAPITAL MANAGEMENT, LLC | NEW YORK | 167047 | $481.8M | 10 | 2026-03-31 | → |
| 3533 | AMJ FINANCIAL WEALTH MANAGEMENT LLC | LEESBURG | 162878 | $481.8M | 17 | 2026-03-31 | → |
| 3534 | IP FINANCIAL ADVISORY SERVICES LLC | CHARLOTTE | 305772 | $481.4M | 112 | 2026-06-30 | → |
| 3535 | ONYXPOINT GLOBAL MANAGEMENT LP | NEW YORK | 288356 | $481.2M | 8 | 2026-03-31 | → |
| 3536 | AUREON PARTNERS LLC | NEW YORK | 338348 | $481.0M | 7 | 2026-03-31 | → |
| 3537 | THURSTON ADVISORS, LLC | VERO BEACH | 318422 | $480.9M | 9 | 2026-05-31 | → |
| 3538 | HARBOR ADVISORY CORPORATION | PORTSMOUTH | 105151 | $480.9M | 3 | 2026-05-31 | → |
| 3539 | ORANGE AVENUE ADVISORS LLC | ORLANDO | 339327 | $480.7M | 2 | 2026-05-31 | → |
| 3540 | COURAGE MILLER PARTNERS, LLC | NORFOLK | 147360 | $480.7M | 4 | 2026-03-31 | → |
| 3541 | LION POINT CAPITAL, LP | NEW YORK | 174322 | $480.6M | 7 | 2026-04-30 | → |
| 3542 | TOWNSEND ASSET MANAGEMENT CORP. | RALEIGH | 108216 | $479.6M | 7 | 2026-02-28 | → |
| 3543 | ASSET ADVISORY GROUP, INC. | KINNELON | 106618 | $479.5M | 5 | 2026-02-28 | → |
| 3544 | MATCH GRADE ADVISORS, LLC | GREENVILLE | 299181 | $479.4M | 8 | 2026-03-31 | → |
| 3545 | POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC | GREENWICH | 331469 | $479.2M | 4 | 2026-03-31 | → |
| 3546 | PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC | WEST PALM BEACH | 165500 | $479.1M | 661 | 2026-03-31 | → |
| 3547 | SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC | NEW YORK | 329887 | $478.5M | 9 | 2026-03-31 | → |
| 3548 | IDB LIDO WEALTH, LLC | NEW YORK | 322488 | $478.4M | 14 | 2026-05-31 | → |
| 3549 | GREAT OAK CAPITAL PARTNERS, LLC | SOUTH EASTON | 281045 | $477.9M | 7 | 2026-04-30 | → |
| 3550 | MIDATLANTIC CAPITAL MANAGEMENT, INC. | RICHMOND | 116524 | $477.0M | 2 | 2026-02-28 | → |
| 3551 | BROAD SKY PARTNERS LLC | NEW YORK | 317966 | $476.9M | 12 | 2026-03-31 | → |
| 3552 | SFW CAPITAL PARTNERS, L.P. | RYE | 160561 | $476.8M | 6 | 2026-04-30 | → |
| 3553 | ARBORSTONE FINANCIAL, LLC | ANDOVER | 338225 | $476.0M | 5 | 2026-05-31 | → |
| 3554 | SOURCE CAPITAL, LLC | ATLANTA | 325758 | $475.4M | 18 | 2026-03-31 | → |
| 3555 | BCP ADVISORS LLC | MIAMI | 157973 | $475.3M | 5 | 2026-03-31 | → |
| 3556 | ALLGEN FINANCIAL ADVISORS, INC. | ORLANDO | 126877 | $475.2M | 17 | 2026-03-31 | → |
| 3557 | HORIKO CAPITAL MANAGEMENT LLC | NEW YORK | 126343 | $475.1M | 6 | 2026-03-31 | → |
| 3558 | KELLY FINANCIAL GROUP, LLC | WETHERSFIELD | 136372 | $474.9M | 7 | 2026-02-28 | → |
| 3559 | NOCTUA INTERNATIONAL WMG, LLC | MIAMI | 151170 | $474.5M | 7 | 2026-03-31 | → |
| 3560 | CSL III ADVISOR, LLC | NEW YORK | 316704 | $473.8M | 335 | 2025-03-31 | → |
| 3561 | SPIELBERGER & BROOKS, INC. | WOODBURY | 147197 | $473.8M | 2 | 2026-03-31 | → |
| 3562 | CAPE INVESTMENT ADVISORY, INC. | MCDONOUGH | 146384 | $473.7M | 34 | 2026-03-31 | → |
| 3563 | SYCALE ADVISORS (NY) LLC | NEW YORK | 168204 | $473.1M | 6 | 2026-03-31 | → |
| 3564 | BRIGHTSIDE CAPITAL PARTNERS LLC | LANTANA | 338288 | $472.8M | 12 | 2026-03-31 | → |
| 3565 | WEALTHEDGE INVESTMENT ADVISORS, LLC | NEW YORK | 126337 | $472.1M | 9 | 2026-04-30 | → |
| 3566 | WEALTH EFFECTS LLC | BOSTON | 315244 | $472.0M | 17 | 2026-02-28 | → |
| 3567 | BIRINYI ASSOCIATES, INC. | WESTPORT | 107169 | $471.7M | 4 | 2026-02-28 | → |
| 3568 | MAIN CAPITAL PARTNERS NORTH AMERICA LLC | BOSTON | 329886 | $471.6M | 9 | 2026-03-31 | → |
| 3569 | MASON & ASSOCIATES, LLC | NEWPORT NEWS | 307206 | $471.4M | 11 | 2026-06-30 | → |
| 3570 | VANTERRA CAPITAL LLC | NEW YORK | 167242 | $470.8M | 6 | 2026-06-30 | → |
| 3571 | BRIDGE CREEK CAPITAL MANAGEMENT LLC | WEST BARNSTABLE | 141001 | $470.6M | 5 | 2025-03-31 | → |
| 3572 | HS MANAGEMENT PARTNERS, LLC | NEW YORK | 145480 | $469.9M | 9 | 2026-06-30 | → |
| 3573 | ROTHSCHILD CAPITAL PARTNERS, LLC | NEW YORK | 161688 | $469.7M | 9 | 2026-04-30 | → |
| 3574 | OCTOGONE NA, LLC | MIAMI | 322478 | $469.7M | 6 | 2026-03-31 | → |
| 3575 | BERNARD CAROLI WEALTH MANAGEMENT INC. | RUMSON | 174761 | $469.7M | 6 | 2026-02-28 | → |
| 3576 | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC | RICHMOND | 309329 | $469.5M | 5 | 2026-03-31 | → |
| 3577 | ADAPT WEALTH ADVISORS, LLC | ATLANTA | 329448 | $469.2M | 12 | 2026-03-31 | → |
| 3578 | ADVANTAGE ADVISERS MANAGEMENT, LLC | NEW YORK | 108180 | $468.8M | 18 | 2026-05-31 | → |
| 3579 | CHESAPEAKE ASSET MANAGEMENT LLC | NEW YORK | 108994 | $468.8M | 5 | 2026-04-30 | → |
| 3580 | CAPCO ASSET MANAGEMENT, LLC | TAMPA | 141325 | $468.6M | 5 | 2026-03-31 | → |
| 3581 | PEMBROOK CAPITAL MANAGEMENT LLC | NEW YORK | 161420 | $468.5M | 11 | 2026-03-31 | → |
| 3582 | HIVEMIND CAPITAL PARTNERS LLC | NEW YORK | 319077 | $468.2M | 13 | 2026-06-30 | → |
| 3583 | MANGROVE EQUITY PARTNERS, L.P. | TAMPA | 162429 | $468.1M | 14 | 2026-03-31 | → |
| 3584 | SANDS CAPITAL HORIZONS, LLC | ARLINGTON | 335568 | $466.9M | 4 | 2026-03-31 | → |
| 3585 | COSTON, MCISAAC, AND PARTNERS INC. | BAR HARBOR | 194515 | $466.9M | 12 | 2026-05-31 | → |
| 3586 | SEASCAPE CAPITAL MANAGEMENT,LLC | PORTSMOUTH | 126928 | $466.9M | 6 | 2026-03-31 | → |
| 3587 | WIDMANN FINANCIAL SERVICES, INC. | BOWIE | 289106 | $466.8M | 14 | 2026-04-30 | → |
| 3588 | Z3 CAPITAL PARTNERS, LLC | RICHMOND | 336791 | $466.8M | 5 | 2026-03-31 | → |
| 3589 | MARK SHEPTOFF FINANCIAL PLANNING LLC | GLASTONBURY | 108742 | $466.5M | 3 | 2026-03-31 | → |
| 3590 | CLOSED LOOP PARTNERS, LLC | NEW YORK | 307079 | $466.4M | 35 | 2026-05-31 | → |
| 3591 | PETER KIMMELMAN ASSET MANAGEMENT LP | NEW YORK | 133302 | $466.3M | 7 | 2026-03-31 | → |
| 3592 | ALLIANCE PRIVATE WEALTH, LLC | NORTH READING | 316612 | $466.2M | 11 | 2026-03-31 | → |
| 3593 | ADIT VENTURES MANAGEMENT, LLC | NEW YORK | 283262 | $465.9M | 5 | 2026-03-31 | → |
| 3594 | ALTA FUNDAMENTAL ADVISERS LLC | NEW YORK | 168642 | $465.8M | 5 | 2026-03-31 | → |
| 3595 | BALDWIN & CLARKE ADVISORY SERVICES LLC | BEDFORD | 105666 | $465.7M | 8 | 2026-06-30 | → |
| 3596 | SHARPVUE CAPITAL, LLC | RALEIGH | 304746 | $465.2M | 9 | 2026-05-31 | → |
| 3597 | FIRST CITIZENS ASSET MANAGEMENT, INC | RALEIGH | 140777 | $465.1M | 58 | 2026-05-31 | → |
| 3598 | COLONIAL RIVER INVESTMENTS, LLC | MIDLOTHIAN | 284839 | $464.4M | 21 | 2026-03-31 | → |
| 3599 | ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. | PLAINVIEW | 126685 | $464.3M | 3 | 2025-12-31 | → |
| 3600 | SARD WEALTH MANAGEMENT GROUP, LLC | ATLANTA | 123457 | $464.0M | 3 | 2026-02-28 | → |
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