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 | |
|---|---|---|---|---|---|---|---|
| 4101 | GFO ADVISORY SERVICES, LLC | GREENWICH | 109278 | $351.3M | 12 | 2026-04-30 | → |
| 4102 | THREE BEARINGS FIDUCIARY ADVISORS, INC. | HAMPTON | 283926 | $350.7M | 4 | 2026-03-31 | → |
| 4103 | FORMAN CAPITAL, LLC | DELRAY BEACH | 329537 | $350.5M | 14 | 2026-03-31 | → |
| 4104 | JONES ROAD CAPITAL MANAGEMENT, L.P. | NEW YORK | 296822 | $350.4M | 6 | 2026-03-31 | → |
| 4105 | MAESTRIA PARTNERS LLC | ATLANTA | 328822 | $350.4M | 2 | 2026-02-28 | → |
| 4106 | SYKON CAPITAL LLC | HARRISON | 326728 | $350.1M | 8 | 2026-06-30 | → |
| 4107 | SPX CAPITAL MANAGEMENT LLC | NEW YORK | 297944 | $350.0M | 9 | 2026-03-31 | → |
| 4108 | MANNERS PAUL & ASSOCIATES, INC. | MARIETTA | 110996 | $349.5M | 3 | 2025-10-31 | → |
| 4109 | GUGGENHEIM PRIVATE INVESTMENTS, LLC | NEW YORK | 331479 | $349.5M | 5 | 2026-03-31 | → |
| 4110 | ARAGON CAPITAL LLC | FORT LAUDERDALE | 166958 | $349.3M | 10 | 2026-03-31 | → |
| 4111 | ALTRIARCH ASSET MANAGEMENT, LLC | CHARLESTON | 328482 | $349.1M | 15 | 2026-04-30 | → |
| 4112 | WILLIS ASSET FINANCE MANAGEMENT LLC | COCONUT CREEK | 337254 | $349.0M | 17 | 2026-03-31 | → |
| 4113 | MELFA WEALTH MANAGEMENT, INC. | WESTBOROUGH | 315131 | $348.8M | 6 | 2026-03-31 | → |
| 4114 | ARLEN CAPITAL, LLC | WARWICK | 118113 | $348.8M | 6 | 2026-02-28 | → |
| 4115 | OPAL CAPITAL LLC | BOCA RATON | 322755 | $348.3M | 11 | 2026-06-30 | → |
| 4116 | TRILL IMPACT ADVISORY INC. | NEW YORK | 328179 | $348.2M | 5 | 2026-03-31 | → |
| 4117 | I SQUARED CAPITAL REGISTERED ADVISOR LLC | MIAMI | 332721 | $348.1M | 331 | 2026-03-31 | → |
| 4118 | 4J WEALTH MANAGEMENT, LLC | MCLEAN | 297268 | $348.1M | 4 | 2026-03-31 | → |
| 4119 | NORTHSTAR ASSET MANAGEMENT LLC | BERKELEY HEIGHTS | 129112 | $347.9M | 10 | 2026-03-31 | → |
| 4120 | UNITED FINANCIAL PLANNING GROUP LLC | HAUPPAUGE | 149843 | $347.5M | 8 | 2026-05-31 | → |
| 4121 | HERITAGE OAK WEALTH ADVISORS LLC | SANTA ROSA BEACH | 323925 | $347.4M | 11 | 2026-02-28 | → |
| 4122 | ARCTARIS IMPACT INVESTORS, LLC | WELLESLEY | 306898 | $347.3M | 24 | 2026-03-31 | → |
| 4123 | HCG FUND MANAGEMENT LP | RALEIGH | 281615 | $347.3M | 11 | 2026-03-31 | → |
| 4124 | EDUCATION GROWTH PARTNERS, LLC | STAMFORD | 166162 | $347.1M | 7 | 2026-03-31 | → |
| 4125 | WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC | FARMINGTON | 125765 | $346.4M | 9 | 2026-04-30 | → |
| 4126 | BRIGHTLINE CAPITAL MANAGEMENT, LLC | MIAMI | 161661 | $346.4M | 8 | 2026-03-31 | → |
| 4127 | GREAT ELM CAPITAL MANAGEMENT, LLC | PALM BEACH GARDENS | 284304 | $346.1M | 21 | 2026-03-31 | → |
| 4128 | REDE WEALTH, LLC | CHARLOTTESVILLE | 173346 | $346.1M | 4 | 2026-02-28 | → |
| 4129 | VEDANTA MANAGEMENT, L.P. | NEW YORK | 160685 | $345.6M | 6 | 2026-05-31 | → |
| 4130 | CONTINUUM WEALTH ADVISORS, LLC | SARATOGA SPRINGS | 152895 | $345.6M | 7 | 2026-03-31 | → |
| 4131 | IPCP MANAGEMENT, LLC | BOCA RATON | 316853 | $345.6M | 12 | 2026-03-31 | → |
| 4132 | PLACEHOLDER MANAGEMENT, LLC | NEW YORK | 292362 | $345.4M | 7 | 2026-02-28 | → |
| 4133 | BORDERLESS MANAGEMENT LLC | CLERMONT | 323404 | $345.4M | 24 | 2026-03-31 | → |
| 4134 | BIP CAPITAL MANAGEMENT SERVICES, LLC | ATLANTA | 300757 | $345.3M | 6 | 2026-03-31 | → |
| 4135 | BLACK TORO LLC | MIAMI | 315289 | $345.1M | 15 | 2026-03-31 | → |
| 4136 | TERAMO ADVISORS, LLC | NAPLES | 291574 | $344.7M | 5 | 2026-03-31 | → |
| 4137 | GER LOFTIN WEALTH ADVISORS, LLC | JOHNS CREEK | 305359 | $344.5M | 6 | 2026-06-30 | → |
| 4138 | WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | TAMPA | 206518 | $344.1M | 26 | 2026-03-31 | → |
| 4139 | BOURNE LENT ASSET MANAGEMENT, INC. | PAWLING | 111114 | $343.9M | 4 | 2026-01-31 | → |
| 4140 | SHE DDF1 MANAGER LLC | COCONUT GROVE | 305314 | $343.8M | 23 | 2026-05-31 | → |
| 4141 | GARDEN CITY MANAGEMENT, LLC | CHARLOTTE | 310518 | $343.8M | 5 | 2026-06-30 | → |
| 4142 | FORMULA GROWTH MANAGEMENT CORP | NEW YORK | 285005 | $343.5M | 2 | 2026-04-30 | → |
| 4143 | PEGASUS CAPITAL ADVISORS, L.P. | STAMFORD | 157094 | $343.4M | 14 | 2026-03-31 | → |
| 4144 | VICTRIX INVESTMENT ADVISORS LLC | STUART | 167517 | $343.3M | 7 | 2026-03-31 | → |
| 4145 | MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC | WEST TISBURY | 291599 | $342.9M | 6 | 2026-03-31 | → |
| 4146 | DIAMETER DCF ADVISOR LLC | NEW YORK | 335395 | $342.6M | 119 | 2026-04-30 | → |
| 4147 | M3 ADVISORY GROUP, LLC | NEEDHAM HEIGHTS | 156208 | $342.0M | 6 | 2026-04-30 | → |
| 4148 | CHICAGO ATLANTIC BDC ADVISERS, LLC | NEW YORK | 312723 | $342.0M | 0 | 2026-03-31 | → |
| 4149 | EAGLEBROOK ADVISORS, INC. | NEW YORK | 304438 | $342.0M | 22 | 2026-03-31 | → |
| 4150 | STEELHEAD WEALTH MANAGEMENT LLC | GLEN ALLEN | 338410 | $341.9M | 7 | 2026-03-31 | → |
| 4151 | BLUE INVESTMENT MANAGEMENT, LLC | MIAMI BEACH | 318610 | $341.4M | 4 | 2026-03-31 | → |
| 4152 | REICHARD CAPITAL, LLC | CHARLOTTE | 305695 | $341.0M | 4 | 2026-03-31 | → |
| 4153 | RM PRIVATE WEALTH MANAGEMENT INC. | MIAMI | 300082 | $340.9M | 1 | 2026-03-31 | → |
| 4154 | WEYBOSSET RESEARCH & MANAGEMENT, LLC | PROVIDENCE | 108047 | $340.9M | 3 | 2026-03-31 | → |
| 4155 | PREMIA GLOBAL ADVISORS, LLC | CORAL GABLES | 282426 | $340.8M | 3 | 2026-03-31 | → |
| 4156 | MELODEON CAPITAL PARTNERS, LP | MIAMI | 300896 | $340.6M | 2 | 2026-03-31 | → |
| 4157 | SCHOLTZ & COMPANY, L.L.C. | STAMFORD | 107363 | $340.5M | 7 | 2026-03-31 | → |
| 4158 | BLUEPRINT FUND MANAGEMENT LLC | GREENSBORO | 306419 | $340.5M | 9 | 2026-02-28 | → |
| 4159 | GUNPOWDER CAPITAL MANAGEMENT, LLC | TOWSON | 314867 | $340.4M | 6 | 2026-03-31 | → |
| 4160 | POST RESCH TALLON GROUP, INC. | PITTSFORD | 156302 | $340.2M | 5 | 2026-03-31 | → |
| 4161 | AIP CAPITAL ADVISORS LLC | STAMFORD | 328465 | $340.0M | 15 | 2026-06-30 | → |
| 4162 | THE MATHES COMPANY, INC. | NEW YORK | 109288 | $339.8M | 8 | 2026-03-31 | → |
| 4163 | QUANTUM PORTFOLIO MANAGEMENT, LLC | NEW YORK | 326280 | $339.6M | 7 | 2026-04-30 | → |
| 4164 | AP WEALTH MANAGEMENT, LLC | AUGUSTA | 156417 | $339.6M | 7 | 2026-03-31 | → |
| 4165 | SUPERSTRING CAPITAL MANAGEMENT LP | NEW YORK | 305743 | $339.5M | 5 | 2026-03-31 | → |
| 4166 | GARNET EQUITY CAPITAL HOLDINGS, INC. | NEW YORK | 161948 | $339.5M | 7 | 2026-02-28 | → |
| 4167 | TURNING POINT BENEFIT GROUP, INC. | FREDERICK | 301282 | $339.4M | 23 | 2026-06-30 | → |
| 4168 | MILLENNIAL ADVISERS, LLC. | NEW YORK | 170847 | $339.4M | 14 | 2026-03-31 | → |
| 4169 | FLEXIS CAPITAL LLC | MIAMI | 162601 | $339.1M | 3 | 2026-03-31 | → |
| 4170 | HEALTH CATALYST CAPITAL MANAGEMENT, LLC | NEW YORK | 282602 | $339.0M | 4 | 2026-04-30 | → |
| 4171 | SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | RED BANK | 288663 | $339.0M | 12 | 2026-03-31 | → |
| 4172 | AMERITY WEALTH MANAGEMENT, LLC | LAKELAND | 322265 | $338.8M | 17 | 2026-06-30 | → |
| 4173 | DIVERSIFIED FINANCIAL MANAGEMENT ASSOCIATES, INC. | NORWELL | 171813 | $338.8M | 5 | 2026-03-31 | → |
| 4174 | LEWIS FINANCIAL MANAGEMENT, LLC | RALEIGH | 116344 | $338.7M | 2 | 2026-03-31 | → |
| 4175 | MORGAN RIO CAPITAL MANAGEMENT, LLC | NEW YORK | 162500 | $338.7M | 4 | 2026-03-31 | → |
| 4176 | MDRN CAPITAL, LLC | ANNAPOLIS | 325950 | $338.6M | 36 | 2026-05-31 | → |
| 4177 | NOVO HOLDINGS US INVESTMENT ADVISOR, INC. | BOSTON | 334495 | $338.6M | 25 | 2026-06-30 | → |
| 4178 | CORE COMPLIANCE GROUP, LLC | ROCK HILL | 306661 | $338.4M | 9 | 2026-03-31 | → |
| 4179 | UWHARRIE INVESTMENT ADVISORS, INC. | ALBEMARLE | 117592 | $337.8M | 14 | 2026-03-31 | → |
| 4180 | 325 CAPITAL LLC | NEW YORK | 310762 | $337.8M | 7 | 2026-03-31 | → |
| 4181 | ASSETGRADE, LLC | BOSTON | 168779 | $337.7M | 3 | 2026-03-31 | → |
| 4182 | MUTIMA CAPITAL MANAGEMENT LLC | NEW YORK | 284629 | $337.4M | 3 | 2026-03-31 | → |
| 4183 | LENK LADNER INVESTMENT SOLUTIONS LLC | OSTERVILLE | 109927 | $337.3M | 3 | 2026-03-31 | → |
| 4184 | BLUEDOOR PRIVATE WEALTH, LLC | BEVERLY | 301907 | $337.3M | 6 | 2026-06-30 | → |
| 4185 | EVOLUTION ADVISERS, INC. | RICHMOND | 149615 | $337.2M | 7 | 2026-04-30 | → |
| 4186 | AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC | CHEVY CHASE | 315485 | $337.1M | 10 | 2026-03-31 | → |
| 4187 | MULLANEY KEATING & WRIGHT INC | MIDDLETOWN | 110743 | $337.0M | 3 | 2026-05-31 | → |
| 4188 | EVERSTAR ASSET MANAGEMENT, LLC | MOORESVILLE | 313334 | $336.7M | 13 | 2026-05-31 | → |
| 4189 | KILNER CAPITAL ADVISORS, LLC | GAITHERSBURG | 139521 | $336.7M | 3 | 2026-03-31 | → |
| 4190 | COLONY CAPITAL INVESTMENT ADVISORS, LLC | BOCA RATON | 175506 | $336.2M | 86 | 2026-05-31 | → |
| 4191 | LOON LAKE CAPITAL MANAGEMENT LP | BOSTON | 339830 | $336.0M | 6 | 2026-04-30 | → |
| 4192 | CROSS RAPIDS CAPITAL LP | NEW YORK | 313143 | $335.8M | 7 | 2026-03-31 | → |
| 4193 | APRICUS WEALTH LLC | BEAUFORT | 306239 | $335.7M | 6 | 2026-02-28 | → |
| 4194 | SEIX CLO MANAGEMENT LLC | PARK RIDGE | 285354 | $335.6M | 12 | 2026-04-30 | → |
| 4195 | PERSONAL FINANCIAL PROFILES INC | CORAL SPRINGS | 109327 | $335.3M | 2 | 2026-02-28 | → |
| 4196 | CION GROSVENOR MANAGEMENT, LLC | NEW YORK | 330199 | $335.2M | 5 | 2026-03-31 | → |
| 4197 | BVP MANAGEMENT COMPANY, LLC | NEW YORK | 307029 | $335.2M | 8 | 2026-03-31 | → |
| 4198 | STONE RUN CAPITAL, LLC | NEW YORK | 152078 | $335.0M | 4 | 2025-04-30 | → |
| 4199 | MOLLY B INVESTMENT GROUP LLC | MARIETTA | 150555 | $334.7M | 2 | 2026-03-31 | → |
| 4200 | NORTH RUN CAPITAL, LP | BOSTON | 157922 | $334.5M | 4 | 2026-06-30 | → |
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