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 | |
|---|---|---|---|---|---|---|---|
| 4201 | SWAN INVESTMENT PARTNERS, LP | OLD GREENWICH | 331679 | $334.2M | 5 | 2026-06-30 | → |
| 4202 | ESCHATON OPPORTUNITIES FUND MANAGEMENT LP | MIAMI | 285575 | $333.9M | 5 | 2026-03-31 | → |
| 4203 | COTTAGE STREET ADVISORS, LLC | MARION | 173487 | $333.8M | 4 | 2026-03-31 | → |
| 4204 | GOOD HARBOR ADVISORS, INC. | GLOUCESTER | 143492 | $333.7M | 4 | 2026-06-30 | → |
| 4205 | INVESTMENT PARTNERS ASSET MANAGEMENT | METUCHEN | 121812 | $333.4M | 6 | 2026-05-31 | → |
| 4206 | VESTA WEALTH MANAGEMENT, LLC | MIAMI BEACH | 167498 | $333.3M | 1 | 2026-03-31 | → |
| 4207 | FAIRFIELD FINANCIAL ADVISORS LTD | WELLESLEY | 106408 | $333.2M | 4 | 2026-03-31 | → |
| 4208 | HIGHLAND PEAK CAPITAL, LLC | OLD GREENWICH | 306304 | $333.2M | 5 | 2026-03-31 | → |
| 4209 | FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC | CHARLOTTESVILLE | 136069 | $333.0M | 4 | 2026-03-31 | → |
| 4210 | BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC | THE VILLAGES | 291380 | $332.8M | 17 | 2026-03-31 | → |
| 4211 | CENTRAL PINE CAPITAL, LLC | CEDARHURST | 322281 | $332.4M | 5 | 2026-05-31 | → |
| 4212 | PHOENICIAN RESOURCES FUND SPONSOR, LLC | NEW YORK | 304953 | $332.2M | 6 | 2026-03-31 | → |
| 4213 | GRIDLINE ADVISORS, LLC | ATLANTA | 317336 | $332.1M | 24 | 2026-06-30 | → |
| 4214 | NOKOTA MANAGEMENT, LP | NEW YORK | 159004 | $332.0M | 1 | 2025-07-31 | → |
| 4215 | OPUS INVESTMENT MANAGEMENT LLC | NEW YORK | 163262 | $331.9M | 8 | 2026-03-31 | → |
| 4216 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | RED BANK | 106758 | $331.6M | 4 | 2026-03-31 | → |
| 4217 | INSIGHT FOLIOS INC | CHARLOTTE | 174411 | $331.3M | 15 | 2026-03-31 | → |
| 4218 | ALLIANCE WEALTH STRATEGIES, LLC | LYNCHBURG | 173559 | $330.7M | 7 | 2026-03-31 | → |
| 4219 | GENERAL INNOVATION CAPITAL, LLC | NEW YORK | 331306 | $330.7M | 8 | 2026-05-31 | → |
| 4220 | ESSEX PRIVATE WEALTH MANAGEMENT LLC | TOPSFIELD | 149991 | $330.5M | 6 | 2026-06-30 | → |
| 4221 | CLARIS FINANCIAL, LLC | GLEN ALLEN | 168503 | $330.2M | 8 | 2026-03-31 | → |
| 4222 | DAI WEALTH, LLC | ATLANTA | 138938 | $330.0M | 40 | 2026-03-31 | → |
| 4223 | BOSTON FAMILY ADVISORS LLC | BOSTON | 299060 | $329.7M | 10 | 2026-03-31 | → |
| 4224 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | ORLANDO | 154616 | $329.7M | 8 | 2026-03-31 | → |
| 4225 | STELLA POINT CAPITAL, LP | NEW YORK | 290013 | $329.5M | 12 | 2026-03-31 | → |
| 4226 | 501 NORTH, LLC | NEW YORK | 338118 | $329.4M | 9 | 2026-03-31 | → |
| 4227 | POWER FINANCIAL PARTNERS, LLC | TAMPA | 324253 | $329.1M | 4 | 2026-02-28 | → |
| 4228 | MTC WEALTH MANAGEMENT LLC | TAMPA | 305308 | $329.0M | 16 | 2026-03-31 | → |
| 4229 | GAME CREEK CAPITAL, LP | BOSTON | 158973 | $329.0M | 10 | 2026-04-30 | → |
| 4230 | FVLCRUM PARTNERS, LLC | BETHESDA | 310971 | $328.8M | 16 | 2026-03-31 | → |
| 4231 | OMC FINANCIAL SERVICES LTD | DEWITT | 110528 | $328.5M | 7 | 2026-03-31 | → |
| 4232 | GLIDE CAPITAL LLC | MIAMI | 288592 | $328.5M | 7 | 2026-03-31 | → |
| 4233 | BIP ALLIANCE, LLC | ATLANTA | 330528 | $328.1M | 5 | 2025-03-31 | → |
| 4234 | OXFORD WEALTH GROUP, LLC | ORLANDO | 319561 | $327.9M | 14 | 2026-05-31 | → |
| 4235 | SHORE POINT ADVISORS, LLC | BRIELLE | 296848 | $327.7M | 5 | 2026-03-31 | → |
| 4236 | FUKOKU LIFE INTERNATIONAL (AMERICA) INC. | NEW YORK | 284662 | $327.7M | 6 | 2026-04-30 | → |
| 4237 | HUDSON CAPITAL ADVISORY, INC. | BUFFALO | 304163 | $327.7M | 5 | 2026-03-31 | → |
| 4238 | FINANCIAL DECISIONS, LLC | NEW YORK | 107755 | $327.7M | 8 | 2026-06-30 | → |
| 4239 | RYE BROOK CAPITAL, LLC | GREENWICH | 288517 | $327.3M | 1 | 2026-02-28 | → |
| 4240 | LEVEL 5 CAPITAL PARTNERS, LLC | ATLANTA | 304140 | $327.2M | 11 | 2026-05-31 | → |
| 4241 | GREENWOOD FAMILY ADVISORS LLC | MIAMI | 304820 | $327.1M | 3 | 2026-02-28 | → |
| 4242 | VINCI PARTNERS USA LLC | NEW YORK | 162399 | $327.0M | 14 | 2026-03-31 | → |
| 4243 | MPWM ADVISORY SOLUTIONS LLC | ALPHARETTA | 169885 | $326.9M | 20 | 2026-03-31 | → |
| 4244 | MFG PARTNERS LLC | NEW YORK | 330388 | $326.6M | 8 | 2026-06-30 | → |
| 4245 | LAW & ASSOCIATES INC | GLEN ECHO | 105350 | $326.6M | 6 | 2026-04-30 | → |
| 4246 | MASSO TORRENCE WEALTH MANAGEMENT INC. | MARLTON | 311097 | $326.5M | 5 | 2025-04-30 | → |
| 4247 | PL CAPITAL ADVISORS, LLC | NAPLES | 162083 | $326.5M | 8 | 2026-05-31 | → |
| 4248 | PUREFI WEALTH, LLC | BOSTON | 328459 | $326.4M | 10 | 2026-03-31 | → |
| 4249 | BASE WEALTH MANAGEMENT LLC | LAKEWOOD RANCH | 321991 | $326.3M | 15 | 2026-03-31 | → |
| 4250 | FINANCIALLY IN TUNE, LLC | STONEHAM | 156200 | $326.2M | 4 | 2026-02-28 | → |
| 4251 | BAY RIVERS GROUP, INC. | WILLIAMSBURG | 290095 | $326.2M | 4 | 2026-03-31 | → |
| 4252 | HURLEY CAPITAL, LLC | NEW YORK | 130051 | $326.1M | 4 | 2026-03-31 | → |
| 4253 | LIFEPLAN INVESTMENT ADVISORS, INC | RALEIGH | 144157 | $326.0M | 9 | 2026-03-31 | → |
| 4254 | ALLEGIANT REAL ESTATE CAPITAL, LP | NEW YORK | 285525 | $326.0M | 2 | 2025-10-31 | → |
| 4255 | HEALTHEDGE INVESTMENT PARTNERS, LLC | TAMPA | 163421 | $325.8M | 9 | 2026-03-31 | → |
| 4256 | CATAWBA RIVER CAPITAL | LAKE WYLIE | 134217 | $325.1M | 4 | 2026-02-28 | → |
| 4257 | DHH ADVISORS, LLC | PRINCETON | 169687 | $324.3M | 3 | 2026-03-31 | → |
| 4258 | LIGHT ARC CAPITAL MANAGEMENT LLC | GREENWICH | 339985 | $324.1M | 6 | 2026-06-30 | → |
| 4259 | GALAXY INVESTMENT MANAGEMENT, LLC | UNIONDALE | 281589 | $323.8M | 7 | 2026-03-31 | → |
| 4260 | CHOICE WEALTH ADVISORS LLC | WATERVILLE | 297745 | $323.3M | 4 | 2026-02-28 | → |
| 4261 | CARSWELL INVESTMENTS, LLC | EAST SYRACUSE | 158205 | $322.5M | 2 | 2026-03-31 | → |
| 4262 | OSCEOLA CAPITAL MANAGEMENT, LLC | TAMPA | 301565 | $322.3M | 9 | 2026-03-31 | → |
| 4263 | INTEGRATED FINANCIAL STRATEGIES, LLC | FORT LAUDERDALE | 165007 | $322.0M | 5 | 2026-06-30 | → |
| 4264 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC | CHARLESTON | 327001 | $322.0M | 4 | 2026-06-30 | → |
| 4265 | STEWARDSHIP ADVISORY GROUP, LLC | CLERMONT | 165710 | $321.9M | 17 | 2026-06-30 | → |
| 4266 | HF ADVISORY GROUP, LLC | ANNAPOLIS | 309051 | $321.5M | 6 | 2026-03-31 | → |
| 4267 | ADVISORS FINANCIAL, INC. | MCLEAN | 144837 | $321.2M | 7 | 2026-06-30 | → |
| 4268 | TOOMEY INVESTMENT MANAGEMENT, INC | WALLINGFORD | 127346 | $321.0M | 3 | 2026-01-31 | → |
| 4269 | 1 NORTH WEALTH SERVICES, LLC | ANNAPOLIS | 115948 | $320.4M | 6 | 2026-03-31 | → |
| 4270 | WSC & COMPANY, LLC | CHARLOTTE | 289138 | $320.4M | 6 | 2026-05-31 | → |
| 4271 | ALHAMBRA INVESTMENT MANAGEMENT LLC | PALMETTO BAY | 138537 | $320.2M | 5 | 2026-06-30 | → |
| 4272 | WYNN CAPITAL LLC | AUGUSTA | 281291 | $320.2M | 4 | 2026-04-30 | → |
| 4273 | SAWYER & CO INC | BOSTON | 112849 | $320.1M | 4 | 2026-06-30 | → |
| 4274 | LANTERN WEALTH ADVISORS, LLC | MELVILLE | 147420 | $319.9M | 26 | 2026-05-31 | → |
| 4275 | KANAME CAPITAL, L.P. | BOSTON | 300565 | $319.7M | 5 | 2026-04-30 | → |
| 4276 | ATOMIC INVEST LLC | NEW YORK | 313255 | $319.5M | 21 | 2026-04-30 | → |
| 4277 | HAMILTON SQUARE PARTNERS MANAGEMENT, LP | NEW YORK | 338881 | $319.3M | 5 | 2026-05-31 | → |
| 4278 | REMEDIUM CAPITAL PARTNERS, LLC | WEST PALM BEACH | 340302 | $319.0M | 1 | 2026-05-31 | → |
| 4279 | VALUEWEALTH SERVICES, LLC | ANNAPOLIS | 304049 | $319.0M | 4 | 2026-06-30 | → |
| 4280 | GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC | NEW YORK | 288841 | $318.5M | 320 | 2026-04-30 | → |
| 4281 | TRIBUNE INVESTMENT GROUP LP | NEW YORK | 329330 | $318.1M | 4 | 2026-03-31 | → |
| 4282 | CATHERINE AVERY INVESTMENT MANAGEMENT LLC | LONGBOAT KEY | 144946 | $318.0M | 4 | 2026-04-30 | → |
| 4283 | LINDA S. LUBITZ, CFP?, PA | CORAL GABLES | 108648 | $317.8M | 6 | 2026-03-31 | → |
| 4284 | TWIN SECURITIES, INC. | NEW YORK | 158318 | $317.7M | 5 | 2026-03-31 | → |
| 4285 | TALARA CAPITAL MANAGEMENT, LLC | MONTCLAIR | 158866 | $317.6M | 3 | 2026-03-31 | → |
| 4286 | HEARTWOOD FUNDS, LLC | NEW YORK | 136940 | $317.6M | 2 | 2026-03-31 | → |
| 4287 | MACQUARIE CAPITAL PARTNERS, LLC | NEW YORK | 293250 | $317.6M | 80 | 2026-06-30 | → |
| 4288 | WEALTH PRO ADVISORS, INC. | SARASOTA | 169266 | $317.5M | 6 | 2026-03-31 | → |
| 4289 | GOODE PARTNERS LLC | NEW YORK | 161816 | $317.5M | 7 | 2026-04-30 | → |
| 4290 | BCA PRIVATE WEALTH, INC. | GREENVILLE | 140913 | $317.3M | 5 | 2026-02-28 | → |
| 4291 | REDWOOD WEALTH MANAGEMENT GROUP, LLC | MEDFORD | 281741 | $317.2M | 4 | 2026-03-31 | → |
| 4292 | FIRST FINANCIAL GROUP CORPORATION | RALEIGH | 134006 | $317.0M | 4 | 2026-05-31 | → |
| 4293 | MAY BARNHARD INVESTMENTS LLC | BETHESDA | 170858 | $316.9M | 13 | 2026-06-30 | → |
| 4294 | CARO INVESTORS MANAGEMENT, LLC | CHEVY CHASE | 332085 | $316.7M | 6 | 2026-03-31 | → |
| 4295 | THE MUSTICO FINANCIAL GROUP, INC. | ELMIRA | 125763 | $316.5M | 4 | 2026-01-31 | → |
| 4296 | SALVUS WEALTH MANAGEMENT, LLC | RED BANK | 171986 | $316.5M | 7 | 2026-06-30 | → |
| 4297 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | ROCKVILLE | 109232 | $316.4M | 4 | 2026-03-31 | → |
| 4298 | HARVEST MANAGEMENT, L.L.C. | NEW YORK | 124477 | $316.3M | 7 | 2026-03-31 | → |
| 4299 | FIRST OAK WEALTH MANAGEMENT, LLC | RALEIGH | 288316 | $316.2M | 3 | 2026-03-31 | → |
| 4300 | TENON FINANCIAL LLC | METUCHEN | 305581 | $316.0M | 3 | 2026-01-31 | → |
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