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 | |
|---|---|---|---|---|---|---|---|
| 3901 | CLARION WEALTH MANAGEMENT PARTNERS, LLC | FAIRFAX | 334243 | $394.8M | 8 | 2026-03-31 | → |
| 3902 | ABICH FINANCIAL WEALTH MANAGEMENT, LLC | ASHBURN | 310633 | $394.7M | 28 | 2026-03-31 | → |
| 3903 | FAMILYWEALTH ADVISERS LLC | LAKE MARY | 289193 | $394.6M | 13 | 2026-03-31 | → |
| 3904 | HUNTER LEWIS LLC | CROZET | 304985 | $394.6M | 7 | 2026-04-30 | → |
| 3905 | THE RETIREMENT PLANNING COMPANY OF NEW ENGLAND, INC. | WARWICK | 108705 | $394.4M | 4 | 2026-03-31 | → |
| 3906 | SIGNET INVESTMENT ADVISORY GROUP, INC. | PROVIDENCE | 123910 | $394.1M | 9 | 2026-03-31 | → |
| 3907 | ARSENAL VENTURE PARTNERS, INC. | WINTER PARK | 160426 | $393.8M | 4 | 2026-06-30 | → |
| 3908 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | VIRGINIA BEACH | 311248 | $393.8M | 4 | 2026-02-28 | → |
| 3909 | PFW ADVISORS, LLC | ATLANTA | 325119 | $393.2M | 4 | 2026-01-31 | → |
| 3910 | APEX INVESTMENTS MANAGEMENT US, LLC | COCONUT GROVE | 322874 | $392.5M | 6 | 2026-04-30 | → |
| 3911 | FAMILY WEALTH PARTNERS, LLC | MATTHEWS | 317764 | $392.4M | 11 | 2026-05-31 | → |
| 3912 | THE DARROW COMPANY, INC. | NEEDHAM | 105679 | $392.4M | 5 | 2026-03-31 | → |
| 3913 | EASTOVER INVESTMENT ADVISORS, LLC | CHARLOTTE | 150821 | $392.3M | 4 | 2026-02-28 | → |
| 3914 | MIURA INVESTMENT ADVISORS, INC | MIAMI | 283148 | $391.8M | 6 | 2026-06-30 | → |
| 3915 | 3B1 PARTNERS, LLC | NEW YORK | 300835 | $391.6M | 4 | 2026-06-30 | → |
| 3916 | SIEBERT ADVISORNXT, LLC. | NEW YORK | 288572 | $391.5M | 43 | 2026-03-31 | → |
| 3917 | WEALTH QUARTERBACK LLC | TOMS RIVER | 282967 | $391.3M | 11 | 2026-03-31 | → |
| 3918 | 1776 WEALTH LLC | SANDY SPRINGS | 286321 | $390.8M | 2 | 2026-03-31 | → |
| 3919 | BOULDER HILL CAPITAL MANAGEMENT LP | NEW YORK | 313520 | $390.7M | 11 | 2025-03-31 | → |
| 3920 | HILLCREST WEALTH ADVISORS - NY, LLC | HOLMDEL | 126818 | $390.7M | 2 | 2026-05-31 | → |
| 3921 | BARRAMUNDI ADVISORS LLC | BOCA RATON | 334454 | $390.4M | 7 | 2026-05-31 | → |
| 3922 | 16TH AMENDMENT ADVISORS LLC | NEW YORK | 150575 | $390.2M | 8 | 2026-03-31 | → |
| 3923 | ASCEND INTERPLAY, LLC | NEW YORK | 317344 | $390.2M | 7 | 2026-06-30 | → |
| 3924 | DAVIS INVESTMENT PARTNERS, LLC | CHARLOTTE | 318783 | $390.0M | 3 | 2026-01-31 | → |
| 3925 | GREEN RIDGE WEALTH PLANNING LLC | MONTVILLE | 304236 | $389.6M | 11 | 2026-02-28 | → |
| 3926 | SAVOIR FAIRE CAPITAL MANAGEMENT, LP | NORWALK | 306994 | $389.5M | 4 | 2026-04-30 | → |
| 3927 | IN ON CAPITAL ADVISORS LLC | MIAMI | 290038 | $389.4M | 16 | 2026-03-31 | → |
| 3928 | SOLOMON API LLC | ROCKLEDGE | 159471 | $389.0M | 3 | 2026-06-30 | → |
| 3929 | REDWOOD FINANCIAL PLANNING, LLC | SCOTCH PLAINS | 291250 | $388.8M | 4 | 2026-04-30 | → |
| 3930 | TIMONIER FAMILY OFFICE, LTD. | WINSTON SALEM | 150748 | $388.8M | 8 | 2026-02-28 | → |
| 3931 | SENTINEL WEALTH MANAGEMENT, INC. | RESTON | 122235 | $388.8M | 3 | 2026-04-30 | → |
| 3932 | MONORAIL SECURITIES LLC | SARASOTA | 285309 | $388.7M | 7 | 2026-03-31 | → |
| 3933 | JOSEPH P. LUCIA & ASSOCIATES, LLC | YORKTOWN HEIGHTS | 147625 | $388.0M | 5 | 2026-03-31 | → |
| 3934 | RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC | STAMFORD | 283786 | $387.9M | 3 | 2026-03-31 | → |
| 3935 | COLLABORATIVE CAPITAL ADVISORS LLC | NEW YORK | 337588 | $387.8M | 5 | 2026-05-31 | → |
| 3936 | MACROVIEW INVESTMENT MANAGEMENT LLC | BETHESDA | 149621 | $387.1M | 5 | 2026-02-28 | → |
| 3937 | HD MONEY, INC. | SARASOTA | 167623 | $386.1M | 12 | 2026-03-31 | → |
| 3938 | FISCAL WISDOM WEALTH MANAGEMENT LLC | CANTON | 168299 | $386.0M | 18 | 2026-04-30 | → |
| 3939 | ALTERNATIVE INVESTMENT ADVISORS, LLC | MAITLAND | 160108 | $385.9M | 15 | 2026-03-31 | → |
| 3940 | BRIGHTLIGHT CAPITAL MANAGEMENT LP | WESTPORT | 171109 | $385.8M | 3 | 2026-04-30 | → |
| 3941 | WILLS FINANCIAL GROUP, LLC | RICHMOND | 334431 | $385.7M | 5 | 2026-02-28 | → |
| 3942 | RANCH CAPITAL ADVISORS INC. | SARASOTA | 300966 | $385.5M | 7 | 2026-03-31 | → |
| 3943 | ELEVATE WEALTH ADVISORY, INC. | ATHENS | 149713 | $385.5M | 13 | 2026-03-31 | → |
| 3944 | REALTA INVESTMENT ADVISORS, INC | WILMINGTON | 134952 | $385.4M | 61 | 2026-03-31 | → |
| 3945 | WEALTH MANAGEMENT RESOURCES, INC. | SMITHFIELD | 45452 | $385.2M | 9 | 2026-05-31 | → |
| 3946 | AGVICTUS CAPITAL MANAGEMENT LLC | ALPHARETTA | 307047 | $384.7M | 5 | 2026-03-31 | → |
| 3947 | GLOBAL TRUST ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 143120 | $384.5M | 12 | 2026-01-31 | → |
| 3948 | WEATHERVANE ASSET MANAGEMENT LLC | FORT LAUDERDALE | 312424 | $384.1M | 4 | 2026-03-31 | → |
| 3949 | ATLANTIC INVESTMENT MANAGEMENT, INC | NEW YORK | 137698 | $384.0M | 7 | 2026-03-31 | → |
| 3950 | PARAGON FINANCIAL SERVICES | RICHMOND | 164832 | $383.7M | 7 | 2026-03-31 | → |
| 3951 | SPARTAN PLANNING & WEALTH MANAGEMENT, LLC | GREENSBORO | 166599 | $383.7M | 5 | 2026-03-31 | → |
| 3952 | ARCADIA WEALTH MANAGEMENT, INC. | SMITHTOWN | 165504 | $383.6M | 6 | 2026-03-31 | → |
| 3953 | VOLT INVESTMENT HOLDINGS LLC | BROOKLYN | 306923 | $383.5M | 5 | 2026-04-30 | → |
| 3954 | CROWLEY WEALTH MANAGEMENT, INC. | WILMINGTON | 112368 | $383.4M | 6 | 2025-03-31 | → |
| 3955 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | GREENSBORO | 167102 | $383.3M | 3 | 2026-03-31 | → |
| 3956 | KEATING INVESTMENT COUNSELORS INC | DELRAY BEACH | 110134 | $383.1M | 3 | 2026-04-30 | → |
| 3957 | CAPITAL MANAGEMENT LLC | GREENSBORO | 109416 | $383.0M | 3 | 2026-03-31 | → |
| 3958 | ONE + ONE WEALTH MANAGEMENT, LLC | JUPITER | 310906 | $383.0M | 5 | 2026-02-28 | → |
| 3959 | CANOPY 360 WEALTH, LLC | OCALA | 296771 | $382.8M | 9 | 2026-01-31 | → |
| 3960 | CLEARSHARES LLC | MARCO ISLAND | 157531 | $382.5M | 3 | 2026-04-30 | → |
| 3961 | PROCTOR FINANCIAL, INC. | SHERBORN | 122021 | $382.3M | 5 | 2026-03-31 | → |
| 3962 | RED TORTOISE, LLC | ATLANTA | 282509 | $382.3M | 4 | 2026-03-31 | → |
| 3963 | EATON FINANCIAL HOLDINGS COMPANY, LLC | CORAL SPRINGS | 316323 | $382.2M | 4 | 2026-03-31 | → |
| 3964 | PICTET ASSET MANAGEMENT (USA) CORP | NEW YORK | 306378 | $382.0M | 14 | 2026-06-30 | → |
| 3965 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | ATLANTA | 126514 | $382.0M | 56 | 2026-03-31 | → |
| 3966 | MARK J SNYDER FINANCIAL SERVICES INC | MEDFORD | 106425 | $382.0M | 10 | 2026-04-30 | → |
| 3967 | DRAVO BAY LLC | REHOBOTH BEACH | 298558 | $381.8M | 10 | 2026-03-31 | → |
| 3968 | RF&L WEALTH MANAGEMENT, LLC | ACTON | 140210 | $381.1M | 3 | 2026-03-31 | → |
| 3969 | SNOWCAT CAPITAL MANAGEMENT LP | NEW YORK | 304254 | $381.0M | 3 | 2025-03-31 | → |
| 3970 | MYRIAD ASSET MANAGEMENT ADVISORS LLC | WEST PALM BEACH | 335546 | $380.9M | 5 | 2026-02-28 | → |
| 3971 | PHILOSMITH CAPITAL CORPORATION | STAMFORD | 162082 | $380.5M | 9 | 2026-03-31 | → |
| 3972 | SCALA CAPITAL LLC | MIAMI | 156165 | $380.5M | 12 | 2026-01-31 | → |
| 3973 | GOEPPER BURKHARDT LLC | GREENVILLE | 127896 | $380.3M | 5 | 2026-03-31 | → |
| 3974 | EXCHANGE PLACE ADVISORS, LLC | SUDBURY | 125240 | $379.7M | 3 | 2026-03-31 | → |
| 3975 | CAMBER PARTNERS MANAGEMENT LLC | NEW YORK | 309328 | $378.8M | 13 | 2026-03-31 | → |
| 3976 | AGNELLO FINANCIAL GROUP, INC. | WEST PALM BEACH | 141522 | $378.6M | 4 | 2026-02-28 | → |
| 3977 | BOCA WEALTH ADVISORS, LLC | BOCA RATON | 108038 | $378.6M | 2 | 2026-01-31 | → |
| 3978 | HIDDEN LAKE ASSET MANAGEMENT LP | NEW YORK | 298209 | $378.3M | 10 | 2026-03-31 | → |
| 3979 | CENTURY EQUITY PARTNERS LLC | BOSTON | 281939 | $378.3M | 3 | 2026-04-30 | → |
| 3980 | AUOUR INVESTMENTS LLC | WOBURN | 173392 | $378.0M | 7 | 2026-03-31 | → |
| 3981 | FINANCIAL ADVISORY PARTNERS, LLC | WINTER PARK | 310914 | $377.8M | 3 | 2026-05-31 | → |
| 3982 | BREYTA CAPITAL PARTNERS LP | BROOKLYN | 326510 | $377.6M | 4 | 2026-06-30 | → |
| 3983 | PINVEST LLC | CORAL GABLES | 331586 | $377.5M | 4 | 2026-06-30 | → |
| 3984 | AXIS WEALTH PARTNERS, LLC | EAST PROVIDENCE | 167122 | $377.4M | 9 | 2026-03-31 | → |
| 3985 | FAMILY LEGACY, INC. | GREENVILLE | 110945 | $377.3M | 10 | 2026-03-31 | → |
| 3986 | ARROW INVESTMENT ADVISORS, LLC | LAUREL | 139652 | $377.3M | 10 | 2026-03-31 | → |
| 3987 | NEW RIVER FINANCIAL GROUP, LLC | CHRISTIANSBURG | 283428 | $377.1M | 10 | 2026-02-28 | → |
| 3988 | YEOMANS CONSULTING GROUP, INC. | MARIETTA | 125573 | $377.1M | 14 | 2026-01-31 | → |
| 3989 | NORTHSTAR ADVISORY GROUP, LLC | NORTHFIELD | 306850 | $377.0M | 9 | 2026-03-31 | → |
| 3990 | COMMONWEALTH RETIREMENT INVESTMENTS LLC | RICHMOND | 285998 | $377.0M | 12 | 2026-03-31 | → |
| 3991 | VOLTERRA TECHNOLOGIES LP | NEW YORK | 306817 | $376.9M | 4 | 2026-03-31 | → |
| 3992 | PALM DRIVE CAPITAL LLC | NEW YORK | 284014 | $376.4M | 7 | 2026-06-30 | → |
| 3993 | CHRISTY CAPITAL MANAGEMENT, INC. | MACON | 149313 | $376.3M | 22 | 2026-03-31 | → |
| 3994 | COURT PLACE ADVISORS LLC | ELLICOTT CITY | 108545 | $375.9M | 7 | 2025-02-28 | → |
| 3995 | AZ APICE CAPITAL MANAGEMENT LLC | MIAMI | 281973 | $375.8M | 4 | 2025-03-31 | → |
| 3996 | FINDELL CAPITAL MANAGEMENT LLC | NEW YORK | 307394 | $375.8M | 3 | 2026-03-31 | → |
| 3997 | MELKONIAN CAPITAL MANAGEMENT, LLC | NEW YORK | 162543 | $375.5M | 5 | 2026-03-31 | → |
| 3998 | RETIREMENT PLANNING GROUP, LLC | MALTA | 310647 | $375.4M | 8 | 2026-03-31 | → |
| 3999 | HILTON HEAD FINANCIAL ADVISORS, INC. | HILTON HEAD | 140249 | $375.1M | 3 | 2026-03-31 | → |
| 4000 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | JACKSONVILLE | 169538 | $374.8M | 6 | 2026-02-28 | → |
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