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 | |
|---|---|---|---|---|---|---|---|
| 4001 | CIBEST CAPITAL ADVISORY SERVICES LLC | MIAMI | 317663 | $374.8M | 7 | 2026-03-31 | → |
| 4002 | AVENTURA PRIVATE WEALTH, LLC | AVENTURA | 332630 | $374.8M | 5 | 2026-05-31 | → |
| 4003 | STRATEGENT FINANCIAL, LLC | HARRISONBURG | 148173 | $374.7M | 6 | 2026-03-31 | → |
| 4004 | HALE CAPITAL MANAGEMENT, LP | NEW YORK | 157220 | $374.6M | 10 | 2026-03-31 | → |
| 4005 | CARL MARKS MANAGEMENT COMPANY, LLC | NEW YORK | 107695 | $374.5M | 8 | 2026-03-31 | → |
| 4006 | THE PITTI GROUP WEALTH MANAGEMENT, LLC | VICTOR | 314685 | $374.3M | 6 | 2026-06-30 | → |
| 4007 | COMPREHENSIVE WEALTH SOLUTIONS, LLC | BOCA RATON | 131324 | $374.3M | 3 | 2026-03-31 | → |
| 4008 | AURORA PRIVATE WEALTH, INC. | TOTOWA | 281604 | $374.0M | 25 | 2026-03-31 | → |
| 4009 | HUNTING HILL GLOBAL CAPITAL, LLC | NEW YORK | 167481 | $373.0M | 8 | 2026-03-31 | → |
| 4010 | BRIDGEPORT MANAGEMENT COMPANY LLC | NEW YORK | 322871 | $372.8M | 10 | 2026-05-31 | → |
| 4011 | RPO LLC | STAMFORD | 318296 | $372.1M | 6 | 2026-04-30 | → |
| 4012 | LIVELIFE CAPITAL PARTNERS LLC | SOUTHBOROUGH | 290008 | $372.1M | 9 | 2026-06-30 | → |
| 4013 | FACT CAPITAL, L.P. | NEW YORK | 307860 | $370.8M | 7 | 2026-03-31 | → |
| 4014 | DONOGHUE FORLINES LLC | BOSTON | 285403 | $370.5M | 7 | 2026-03-31 | → |
| 4015 | MASONRY CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 292664 | $370.5M | 3 | 2026-03-31 | → |
| 4016 | BLACKRIDGE ASSET MANAGEMENT, LLC | JUPITER | 277085 | $370.3M | 72 | 2026-05-31 | → |
| 4017 | LRZ CAPITAL LLC | MIAMI | 333746 | $370.0M | 3 | 2026-04-30 | → |
| 4018 | GLASSY MOUNTAIN ADVISORS, INC. | BETHESDA | 314937 | $369.8M | 7 | 2026-03-31 | → |
| 4019 | CAMDEN PARTNERS HOLDINGS, LLC | OWINGS MILLS | 117011 | $369.6M | 4 | 2026-03-31 | → |
| 4020 | BOOTHE INVESTMENT GROUP, INC. | DOVER | 291437 | $369.3M | 8 | 2026-02-28 | → |
| 4021 | BARON FINANCIAL GROUP LLC | FAIR LAWN | 144234 | $369.1M | 9 | 2026-03-31 | → |
| 4022 | ARAGON GLOBAL MANAGEMENT, LP | MIAMI | 156043 | $369.0M | 3 | 2026-05-31 | → |
| 4023 | TAGSTONE CAPITAL, INC. | CHARLOTTE | 158864 | $368.9M | 1 | 2026-02-28 | → |
| 4024 | CROMWELL INVESTMENT ADVISORS, LLC | BALTIMORE | 314411 | $368.9M | 4 | 2026-03-31 | → |
| 4025 | AFT, FORSYTH & SOBER, LLC | VALRICO | 162858 | $368.5M | 2 | 2026-05-31 | → |
| 4026 | HIGHLAND INVESTMENT ADVISORS LLC | PONTE VEDRA | 141694 | $368.3M | 11 | 2026-06-30 | → |
| 4027 | SCHORN WEALTH, LLC | ENGLEWOOD | 304104 | $367.8M | 12 | 2026-02-28 | → |
| 4028 | EYRE STREET CAPITAL, LLC | NEW YORK | 333970 | $367.2M | 5 | 2026-04-30 | → |
| 4029 | PKS INVESTMENT ADVISORS LLC | SALISBURY | 110147 | $367.2M | 9 | 2026-03-31 | → |
| 4030 | TULL FINANCIAL GROUP, INC. | CHESAPEAKE | 112235 | $367.1M | 9 | 2026-03-31 | → |
| 4031 | INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. | SOMERS | 324586 | $367.0M | 10 | 2026-05-31 | → |
| 4032 | LOKKEN INVESTMENT GROUP, LLC | LEWES | 283696 | $366.5M | 4 | 2025-03-31 | → |
| 4033 | SARAZA MANAGEMENT LP | NEW YORK | 317572 | $366.5M | 8 | 2026-03-31 | → |
| 4034 | FIO ADVISORS LP | NEW YORK | 300903 | $366.5M | 8 | 2026-03-31 | → |
| 4035 | JACOBS ASSET MANAGEMENT, LLC | NEW YORK | 156563 | $366.4M | 5 | 2026-03-31 | → |
| 4036 | SAGE ADVISORS, LLC | NEW YORK | 148964 | $366.1M | 18 | 2026-06-30 | → |
| 4037 | EPOCH CAPITAL, US, LLC | NEW YORK | 315254 | $366.1M | 18 | 2026-06-30 | → |
| 4038 | REGIMEN WEALTH, LLC | ATLANTA | 309672 | $365.2M | 6 | 2026-06-30 | → |
| 4039 | EVR RESEARCH LP | RICHMOND | 283385 | $365.0M | 6 | 2026-05-31 | → |
| 4040 | RESERVOIR OPERATIONS, L.P. | NEW YORK | 156800 | $364.8M | 8 | 2026-03-31 | → |
| 4041 | LUCERNE CAPITAL MANAGEMENT, LP | GREENWICH | 111288 | $364.6M | 8 | 2026-03-31 | → |
| 4042 | INVENIO WEALTH PARTNERS, LLC | CORAL GABLES | 323039 | $364.0M | 5 | 2026-06-30 | → |
| 4043 | REDWOOD GROVE CAPITAL, LLC | NEW YORK | 286228 | $364.0M | 5 | 2026-04-30 | → |
| 4044 | SOLITUDE FINANCIAL SERVICES, INC. | CHARLOTTESVILLE | 150348 | $363.5M | 8 | 2026-05-31 | → |
| 4045 | DECISIONMAP WEALTH MANAGEMENT, LLC | GREAT FALLS | 328429 | $363.4M | 5 | 2026-03-31 | → |
| 4046 | AMERICAN ALPHA ADVISORS, LLC | NEW YORK | 291796 | $362.8M | 3 | 2026-03-31 | → |
| 4047 | C CUBED CAPITAL PARTNERS, LLC | BOCA RATON | 328128 | $362.7M | 8 | 2026-03-31 | → |
| 4048 | UNIVERSITY VENTURES FUNDS MANAGEMENT, LLC | NEW YORK | 163575 | $362.6M | 3 | 2026-03-31 | → |
| 4049 | ROANOKE ASSET MANAGEMENT CORP | JERSEY CITY | 107063 | $362.4M | 4 | 2025-03-31 | → |
| 4050 | ROUND TABLE CAPITAL MANAGEMENT, L.P. | MIAMI | 307065 | $362.4M | 3 | 2026-03-31 | → |
| 4051 | KANBRICK LLC | CHARLOTTE | 309288 | $362.2M | 8 | 2026-03-31 | → |
| 4052 | BRIGGS WEALTH MANAGEMENT, INC. | GLASTONBURY | 125518 | $362.0M | 6 | 2026-02-28 | → |
| 4053 | MRA ADVISORY GROUP | SARASOTA | 287933 | $361.3M | 13 | 2026-04-30 | → |
| 4054 | MFP FINANCIAL SERVICES, LLC | SAFETY HARBOR | 331681 | $361.0M | 5 | 2026-03-31 | → |
| 4055 | COX CAPITAL MANAGEMENT LLC | ANDOVER | 117593 | $361.0M | 4 | 2026-02-28 | → |
| 4056 | WPG ADVISERS, LLC | BALTIMORE | 291708 | $360.9M | 6 | 2026-03-31 | → |
| 4057 | OUTCOME DRIVEN STRATEGIES, LLC | HUNT VALLEY | 311398 | $360.4M | 10 | 2026-03-31 | → |
| 4058 | ACP CAPITAL MANAGEMENT, LLC | MIAMI | 138556 | $360.3M | 17 | 2026-03-31 | → |
| 4059 | U. S. BOSTON CAPITAL CORPORATION | LINCOLN | 5251 | $359.8M | 5 | 2026-02-28 | → |
| 4060 | LYNK CAPITAL MANAGEMENT COMPANY, LLC | JACKSONVILLE | 329038 | $359.6M | 6 | 2026-03-31 | → |
| 4061 | NOVAK & POWELL FINANCIAL SERVICES, INC. | ST. PETERSBURG | 112970 | $359.5M | 7 | 2026-03-31 | → |
| 4062 | AYRTON CAPITAL LLC | WESTPORT | 286298 | $358.9M | 9 | 2026-04-30 | → |
| 4063 | AURORA INVESTMENT MANAGERS, LLC | NAPLES | 146325 | $358.7M | 4 | 2026-02-28 | → |
| 4064 | ARARAT CAPITAL MANAGEMENT LP | WESTPORT | 291783 | $358.6M | 7 | 2026-03-31 | → |
| 4065 | SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC | GREENWICH | 332374 | $358.6M | 357 | 2026-03-31 | → |
| 4066 | POINT WINDWARD ADVISORS, INC. | NEW YORK | 110457 | $358.6M | 9 | 2026-06-30 | → |
| 4067 | AIS CAPITAL MANAGEMENT L.P. | WILTON | 107971 | $358.3M | 3 | 2026-02-28 | → |
| 4068 | PAPAMARKOU WELLNER ASSET MANAGEMENT, INC. | NEW YORK | 131796 | $357.5M | 11 | 2026-03-31 | → |
| 4069 | LIFESPAN FINANCIAL STRATEGIES, INC. | WESTON | 119800 | $357.4M | 6 | 2026-03-31 | → |
| 4070 | MONTVUE CAPITAL MANAGEMENT, INC. | LYNCHBURG | 116807 | $357.2M | 5 | 2026-01-31 | → |
| 4071 | HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | ASHBURN | 116670 | $357.2M | 4 | 2026-03-31 | → |
| 4072 | SALTMARSH FINANCIAL ADVISORS, LLC | PENSACOLA | 132248 | $356.5M | 6 | 2026-03-31 | → |
| 4073 | OAKCLIFF PARTNERS LLC | NEW YORK | 162325 | $356.3M | 3 | 2026-03-31 | → |
| 4074 | CRAWFORD FUND MANAGEMENT, LLC | BOSTON | 158659 | $356.1M | 4 | 2026-03-31 | → |
| 4075 | ARMOR INVESTMENT ADVISORS, LLC | RALEIGH | 134200 | $356.0M | 6 | 2026-04-30 | → |
| 4076 | ARKVIEW CAPITAL, L.P. | STAMFORD | 316130 | $355.9M | 8 | 2026-03-31 | → |
| 4077 | TWIN POINT CAPITAL LLC | NEW YORK | 281731 | $355.9M | 10 | 2026-04-30 | → |
| 4078 | ACORN CAPITAL ADVISORS, LLC | NEW YORK | 304164 | $355.3M | 5 | 2026-03-31 | → |
| 4079 | HANOVER ADVISORS, INC | SENECA | 119655 | $354.9M | 3 | 2026-05-31 | → |
| 4080 | BULL HARBOR CAPITAL LLC. | BETHESDA | 324995 | $354.8M | 43 | 2026-05-31 | → |
| 4081 | RESURGENT FINANCIAL ADVISORS LLC | ATLANTA | 299575 | $354.7M | 20 | 2026-05-31 | → |
| 4082 | LLOYD HARBOR CAPITAL MANAGEMENT, LLC | COLD SPRING HARBOR | 304646 | $354.5M | 6 | 2026-03-31 | → |
| 4083 | STANCE CAPITAL LLC | BOSTON | 284267 | $354.2M | 5 | 2026-04-30 | → |
| 4084 | SIGHTLINE WEALTH ADVISORS, LLC | GROTON | 176520 | $354.2M | 5 | 2026-05-31 | → |
| 4085 | LIFE PLANNING PARTNERS, INC. | JACKSONVILLE | 129338 | $354.0M | 8 | 2026-01-31 | → |
| 4086 | TENCORE PARTNERS, LP | NEW YORK | 299327 | $354.0M | 5 | 2026-04-30 | → |
| 4087 | PURSELL MANAGEMENT CO. LLC | PEACHTREE CORNERS | 302011 | $354.0M | 4 | 2026-03-31 | → |
| 4088 | OAK BARREL WEALTH ADVISORY LLC | RESTON | 333693 | $353.7M | 3 | 2026-01-31 | → |
| 4089 | COLLEY ASSET MANAGEMENT, INC. | SARATOGA SPRINGS | 111837 | $353.6M | 1 | 2025-03-31 | → |
| 4090 | TARGETED FINANCIAL SERVICES, LLC | SEMINOLE | 129049 | $353.4M | 5 | 2026-03-31 | → |
| 4091 | CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | MIAMI | 164517 | $353.3M | 5 | 2026-04-30 | → |
| 4092 | AVORY & COMPANY, LLC. | MIAMI | 284812 | $353.2M | 3 | 2026-04-30 | → |
| 4093 | NEXT MANAGEMENT ADVISORS, LLC | NEW YORK | 324644 | $353.1M | 5 | 2026-04-30 | → |
| 4094 | SOUTHBRIDGE ADVISORS, LLC | MARIETA | 306075 | $353.1M | 6 | 2026-03-31 | → |
| 4095 | 10TALENTS INVESTORS, LLC | FOXBOROUGH | 262786 | $353.0M | 6 | 2026-03-31 | → |
| 4096 | NORRIS FINANCIAL GROUP, LLC | GREENVILLE | 129422 | $353.0M | 6 | 2026-03-31 | → |
| 4097 | CAYSIDE PARTNERS, LLC | JUPITER | 306090 | $353.0M | 4 | 2026-04-30 | → |
| 4098 | CLARENDON PRIVATE LLC | BOSTON | 316616 | $352.1M | 8 | 2026-03-31 | → |
| 4099 | ACA/PRUDENT INVESTORS PLANNING CORPORATION | GREEN BROOK | 47798 | $351.4M | 2 | 2026-03-31 | → |
| 4100 | CREDIT CAPITAL INVESTMENTS, LLC | LIVINGSTON | 160537 | $351.3M | 7 | 2026-03-31 | → |
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