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 | |
|---|---|---|---|---|---|---|---|
| 4301 | PROACTIVE WEALTH STRATEGIES, LLC | MARIETTA | 318872 | $315.8M | 4 | 2026-06-30 | → |
| 4302 | ADVAITA CAPITAL LLC | BOSTON | 325205 | $315.7M | 3 | 2026-06-30 | → |
| 4303 | CDM FINANCIAL COUNSELING SERVICES, INC. | NORWICH | 126295 | $315.4M | 2 | 2026-01-31 | → |
| 4304 | CAMARDA FINANCIAL ADVISORS , LLC | FLEMING ISLAND | 113784 | $315.4M | 17 | 2026-03-31 | → |
| 4305 | AURELIUS FAMILY OFFICE, LLC | BEDFORD | 323016 | $315.3M | 8 | 2026-03-31 | → |
| 4306 | GREYLOCK CAPITAL MANAGEMENT, LLC | STAMFORD | 137825 | $313.9M | 6 | 2026-03-31 | → |
| 4307 | BEEHOUSE, LLC | NEW YORK | 306095 | $313.6M | 7 | 2024-12-31 | → |
| 4308 | CAROLINA WEALTH ADVISORS, LLC | MYRTLE BEACH | 288837 | $313.4M | 6 | 2026-03-31 | → |
| 4309 | JAGUAR GROWTH ASSET MANAGEMENT, LLC | MIAMI | 169571 | $313.1M | 7 | 2026-06-30 | → |
| 4310 | HAWKEYE CAPITAL MANAGEMENT, LLC | MIAMI BEACH | 157316 | $312.8M | 4 | 2026-03-31 | → |
| 4311 | LAGODA INVESTMENT MANAGEMENT, L.P. | NEW YORK | 170961 | $312.6M | 4 | 2026-03-31 | → |
| 4312 | FINANCIAL PLANNING SOLUTIONS, LLC | AUBURNDALE | 168211 | $312.4M | 8 | 2025-12-31 | → |
| 4313 | PARKVIEW US LLC | NEW YORK CITY | 160172 | $312.3M | 5 | 2026-02-28 | → |
| 4314 | SUNRISE MANAGER LLC | WEST PALM BEACH | 330704 | $311.8M | 28 | 2026-03-31 | → |
| 4315 | NORTHSTAR FINANCIAL PLANNERS, INC. | PLANTATION | 131507 | $311.6M | 8 | 2026-02-28 | → |
| 4316 | APS WEALTH MANAGEMENT, LLC | MELVILLE | 298233 | $311.5M | 9 | 2026-05-31 | → |
| 4317 | LYON WEALTH ADVISORS GROUP, LLC | CHARLOTTE | 325041 | $311.4M | 3 | 2026-01-31 | → |
| 4318 | OPTIMIST VENTURES LLC | NEW YORK | 337808 | $311.3M | 3 | 2026-05-31 | → |
| 4319 | BOUSSARD & GAVAUDAN AMERICA LLC | NEW YORK | 322621 | $311.1M | 6 | 2026-03-31 | → |
| 4320 | SPRING MOUNTAIN CAPITAL, LP | NEW YORK | 119126 | $310.9M | 17 | 2026-04-30 | → |
| 4321 | LEVEL VENTURES MANAGEMENT LLC | SUNNY ISLES BEACH | 323733 | $310.9M | 7 | 2026-06-30 | → |
| 4322 | WAYPOINT CAPITAL PARTNERS ADVISORS, LLC | STAMFORD | 333573 | $310.7M | 7 | 2026-06-30 | → |
| 4323 | PROSPECT HILL GROWTH PARTNERS, L.P. | WALTHAM | 171462 | $310.6M | 8 | 2026-03-31 | → |
| 4324 | TWO POINT CAPITAL MANAGEMENT, INC. | PITTSFORD | 131816 | $310.5M | 6 | 2026-03-31 | → |
| 4325 | EXCEL WEALTH MANAGEMENT, LLC | MANCHESTER | 299602 | $310.5M | 9 | 2026-03-31 | → |
| 4326 | GENERAL EQUITY HOLDINGS LP | BROOKLYN | 287823 | $310.4M | 3 | 2026-03-31 | → |
| 4327 | O15 CAPITAL PARTNERS, LLC | ATLANTA | 328464 | $310.3M | 9 | 2026-03-31 | → |
| 4328 | HUDSON ADVISOR SERVICES, INC. | BUFFALO | 107769 | $310.1M | 6 | 2026-04-30 | → |
| 4329 | THOMA CAPITAL MANAGEMENT LLC | TOWSON | 120139 | $310.1M | 10 | 2026-03-31 | → |
| 4330 | AMERICAN WEALTH MANAGEMENT, INC. | ALPHARETTA | 25536 | $310.0M | 10 | 2026-03-31 | → |
| 4331 | OMEGA WEALTH MANAGEMENT LLC | ARLINGTON | 132580 | $309.7M | 7 | 2026-03-31 | → |
| 4332 | STORR CAPITAL, LLC | WEST PALM BEACH | 324212 | $309.5M | 8 | 2026-01-31 | → |
| 4333 | BEACON FINANCIAL STRATEGIES CORP. | RALEIGH | 132987 | $309.4M | 7 | 2026-02-28 | → |
| 4334 | MILESTONE ASSET MANAGEMENT GROUP, LLC | AVON | 282896 | $309.0M | 3 | 2026-01-31 | → |
| 4335 | SAMJO MANAGEMENT, LLC | NEW YORK | 326808 | $308.8M | 3 | 2026-03-31 | → |
| 4336 | FINIVI INC. | WESTBOROUGH | 292329 | $308.4M | 10 | 2026-06-30 | → |
| 4337 | BEACON WEALTHCARE LLC | RALEIGH | 312556 | $308.3M | 6 | 2026-01-31 | → |
| 4338 | MERIT FINANCIAL PARTNERS LLC | MASPETH | 141359 | $308.2M | 5 | 2026-03-31 | → |
| 4339 | COVINGTON & ASSOCIATES, INC. | WESTFIELD | 113357 | $308.2M | 3 | 2026-03-31 | → |
| 4340 | BATTLE INVESTMENT GROUP, LLC | ATLANTA | 283292 | $307.9M | 6 | 2026-04-30 | → |
| 4341 | ALLSQUARE WEALTH MANAGEMENT, LLC | ALBANY | 153591 | $307.8M | 5 | 2026-05-31 | → |
| 4342 | MARATHON WEALTH ADVISORS, LLC | BOSTON | 338006 | $307.8M | 6 | 2026-03-31 | → |
| 4343 | GROVE MOUNTAIN PARTNERS, LLC | ATLANTA | 322303 | $307.7M | 7 | 2026-05-31 | → |
| 4344 | COMPASS WEALTH MANAGEMENT, LLC | ATLANTA | 156482 | $307.7M | 4 | 2026-02-28 | → |
| 4345 | HOLLAND ADVISORY SERVICES, INC. | ORMOND BEACH | 136302 | $307.7M | 17 | 2026-02-28 | → |
| 4346 | DOMA PERPETUAL CAPITAL MANAGEMENT LLC | MIAMI | 321046 | $307.6M | 4 | 2026-06-30 | → |
| 4347 | DUNBAR ASSOCIATES, LLC | MONROE | 323134 | $307.5M | 3 | 2026-03-31 | → |
| 4348 | COMMONS CAPITAL, LLC | NEEDHAM | 165738 | $307.4M | 6 | 2026-04-30 | → |
| 4349 | SILVERPEAK REAL ESTATE PARTNERS L.P. | NEW YORK | 156018 | $307.1M | 31 | 2026-03-31 | → |
| 4350 | KEVIN M. GIBNEY AND COMPANY, LLC | ISELIN | 151879 | $306.9M | 2 | 2026-03-31 | → |
| 4351 | SPECTRA INVESTMENT MANAGEMENT, LLC | STUART | 288145 | $306.8M | 3 | 2026-03-31 | → |
| 4352 | FENWAY PARTNERS, LLC | WESTERLY | 160630 | $306.8M | 3 | 2026-03-31 | → |
| 4353 | OXFORD SQUARE MANAGEMENT, LLC | GREENWICH | 127888 | $306.7M | 23 | 2026-03-31 | → |
| 4354 | EKANTA WEALTH ADVISORS LLC | COCONUT GROVE | 282031 | $306.7M | 7 | 2026-03-31 | → |
| 4355 | GFG WEALTH, LLC | ORLANDO | 331977 | $306.6M | 18 | 2026-06-30 | → |
| 4356 | BEXIL ADVISERS LLC | WALPOLE | 154387 | $306.6M | 10 | 2026-02-28 | → |
| 4357 | PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC | GUILFORD | 143013 | $306.5M | 14 | 2025-03-31 | → |
| 4358 | FINER WEALTH MANAGEMENT, INC. | SALEM | 129987 | $305.8M | 7 | 2026-03-31 | → |
| 4359 | MOUNTAINEER PARTNERS MANAGEMENT, LLC | NEW YORK | 163089 | $305.7M | 4 | 2026-03-31 | → |
| 4360 | JOEL ADAMS AND ASSOCIATES INC. | ASHEVILLE | 319379 | $305.6M | 3 | 2026-02-28 | → |
| 4361 | ADALTA CAPITAL MANAGEMENT LLC | NEW YORK | 283771 | $305.5M | 3 | 2026-03-31 | → |
| 4362 | MORTON WEALTH ADVISORS | DANVERS | 142912 | $305.5M | 2 | 2026-03-31 | → |
| 4363 | VICTORIA CAPITAL MANAGEMENT, INC. | CHARLESTON | 107665 | $305.5M | 3 | 2026-03-31 | → |
| 4364 | PARADIGM FUNDS ADVISOR LLC | ALBANY | 136481 | $305.1M | 12 | 2026-03-31 | → |
| 4365 | OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC | NEW YORK | 297976 | $305.0M | 3 | 2026-02-28 | → |
| 4366 | TOTAL SOLUTIONS ENTERPRISE LLC | CHARLOTTE | 318036 | $305.0M | 8 | 2026-04-30 | → |
| 4367 | YON DRAKE & ASSOCIATES INC | COLUMBIA | 111491 | $304.7M | 2 | 2026-03-31 | → |
| 4368 | HERGENROEDER FINANCIAL ADVISORS, INC. | TIMONIUM | 121278 | $304.5M | 6 | 2026-02-28 | → |
| 4369 | COLTRANE ASSET MANAGEMENT, L.P. | NEW YORK | 165131 | $304.0M | 5 | 2026-03-31 | → |
| 4370 | BRIGHTWATER ADVISORY, LLC | TAMPA | 169806 | $303.8M | 5 | 2026-03-31 | → |
| 4371 | AMERICAN TRUST INVESTMENT ADVISORS, LLC | LEBANON | 114439 | $303.5M | 4 | 2026-03-31 | → |
| 4372 | CAMPBELL CAPITAL MANAGEMENT INC | MIAMI | 106130 | $303.3M | 3 | 2026-03-31 | → |
| 4373 | INTEGRATED FINANCIAL SOLUTIONS, INC. | RESTON | 112038 | $303.3M | 1 | 2026-02-28 | → |
| 4374 | BECKERMAN INSTITUTIONAL, LLC | OCEAN GROVE | 142480 | $303.3M | 6 | 2026-03-31 | → |
| 4375 | ABBOT FINANCIAL MANAGEMENT, INC | ANDOVER | 111040 | $303.0M | 4 | 2025-09-30 | → |
| 4376 | ALBANYADVISOR GROUP LLC | ALBANY | 316226 | $302.8M | 6 | 2026-02-28 | → |
| 4377 | DOMINARI IM LLC | NEW YORK | 334275 | $302.4M | 3 | 2026-06-30 | → |
| 4378 | HARBOUR POINT MANAGEMENT LP | DARIEN | 226521 | $302.4M | 4 | 2026-03-31 | → |
| 4379 | MASSACHUSETTS WEALTH MANAGEMENT, LLC | NORTH ANDOVER | 160235 | $301.5M | 3 | 2026-03-31 | → |
| 4380 | TCS CAPITAL MANAGEMENT, LLC | NEW YORK | 137257 | $301.2M | 7 | 2024-12-31 | → |
| 4381 | KINLOCH CAPITAL, LLC | GLEN ALLEN | 300735 | $301.1M | 5 | 2026-03-31 | → |
| 4382 | CONCORD MANAGEMENT SERVICES, LLC | SUMMIT | 292760 | $301.0M | 2 | 2026-03-31 | → |
| 4383 | INNOVAHEALTH PARTNERS, LP | NEW YORK | 297788 | $301.0M | 6 | 2026-03-31 | → |
| 4384 | RETIRABLE INC. | NEW YORK | 307472 | $301.0M | 23 | 2026-03-31 | → |
| 4385 | TRIVENI CAPITAL INVESTMENTS LP | STAMFORD | 325802 | $300.9M | 6 | 2026-03-31 | → |
| 4386 | RESOLUTE CAPITAL, LLC | GREENVILLE | 304558 | $300.8M | 31 | 2026-06-30 | → |
| 4387 | PL3 CAPITAL LP | SUNNY ISLES BEACH | 331201 | $300.7M | 2 | 2025-02-28 | → |
| 4388 | LIFEINVEST WEALTH MANAGEMENT, LTD | MIAMI | 146966 | $300.5M | 11 | 2026-03-31 | → |
| 4389 | PINNACLE CAPITAL MANAGEMENT, LLC | EAST SYRACUSE | 141661 | $300.5M | 7 | 2026-04-30 | → |
| 4390 | WELLSPRING GBL, LLC | NEW YORK | 312017 | $300.5M | 6 | 2026-06-30 | → |
| 4391 | SUMMIT PLACE FINANCIAL ADVISORS,LLC | SUMMIT | 147984 | $300.4M | 6 | 2026-03-31 | → |
| 4392 | DEEPWORK CAPITAL, LLC | ORLANDO | 314673 | $300.2M | 8 | 2026-03-31 | → |
| 4393 | KRENSAVAGE ASSET MANAGEMENT, LLC | NEW YORK | 168976 | $300.2M | 4 | 2026-03-31 | → |
| 4394 | CATHY PARETO AND ASSOCIATES, INC. | CORAL GABLES | 145919 | $300.1M | 7 | 2026-06-30 | → |
| 4395 | MONTEREY WEALTH PARTNERS LLC | ATLANTA | 172577 | $300.1M | 3 | 2026-01-31 | → |
| 4396 | DAVID KENNON INCORPORATED | SARASOTA | 301130 | $300.0M | 3 | 2026-03-31 | → |
| 4397 | HILL WINDS CAPITAL, LP | NEW YORK | 284869 | $300.0M | 2 | 2024-12-31 | → |
| 4398 | CIC, LLC | MARCO ISLAND | 311969 | $299.8M | 2 | 2026-04-30 | → |
| 4399 | GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP | GREENWICH | 288555 | $299.5M | 4 | 2026-03-31 | → |
| 4400 | MQS MANAGEMENT, LLC | NEW YORK | 161238 | $299.4M | 18 | 2026-03-31 | → |
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