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 | |
|---|---|---|---|---|---|---|---|
| 4401 | RIVERPARK CAPITAL MANAGEMENT LLC | NEW YORK | 150798 | $299.0M | 17 | 2026-03-31 | → |
| 4402 | DOVETAIL FINANCIAL GROUP LLC | WILMINGTON | 311298 | $298.9M | 6 | 2026-06-30 | → |
| 4403 | CRESCENT HILL PARTNERS LLC | SARATOGA SPRINGS | 166276 | $298.8M | 1 | 2026-01-31 | → |
| 4404 | GS GAMMA ADVISORS, LLC | NEW YORK | 135424 | $298.6M | 4 | 2026-04-30 | → |
| 4405 | CONSELLO MANAGEMENT LP | NEW YORK | 317399 | $298.5M | 13 | 2026-03-31 | → |
| 4406 | SARISSA CAPITAL MANAGEMENT LP | GREENWICH | 167244 | $298.3M | 4 | 2026-03-31 | → |
| 4407 | UNISON ASSET MANAGEMENT LLC | AVENTURA | 288249 | $298.2M | 5 | 2026-03-31 | → |
| 4408 | INNOVATIVE ASSET ADVISORS GROUP, LLC | SHELTON | 336773 | $297.9M | 13 | 2026-03-31 | → |
| 4409 | ITS ASSET MANAGEMENT LP | NORTH HAVEN | 106977 | $297.8M | 9 | 2026-06-30 | → |
| 4410 | AVOS CAPITAL MANAGEMENT, LLC | DARIEN | 313979 | $297.8M | 7 | 2026-06-30 | → |
| 4411 | STERN CAPITAL MANAGEMENT, INC. | OLD BRIDGE | 124405 | $297.7M | 3 | 2026-03-31 | → |
| 4412 | MERCATOR MANAGEMENT (USA) LP | PRINCETON | 318911 | $297.6M | 7 | 2026-03-31 | → |
| 4413 | ANANYM CAPITAL MANAGEMENT, LP | NEW YORK | 332320 | $297.6M | 7 | 2026-03-31 | → |
| 4414 | TAP ROOT CAPITAL MANAGEMENT LP | SUMMIT | 334936 | $297.3M | 8 | 2026-05-31 | → |
| 4415 | OPINICUS CAPITAL, INC. | TAMPA | 168344 | $297.1M | 7 | 2026-03-31 | → |
| 4416 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | ALPHARETTA | 125490 | $297.0M | 4 | 2026-03-31 | → |
| 4417 | HIGH TRAIL CAPITAL LP | HOBOKEN | 305245 | $296.9M | 3 | 2026-03-31 | → |
| 4418 | MATTERS CAPITAL LLC | CORAL GABLES | 333776 | $296.8M | 3 | 2026-06-30 | → |
| 4419 | BIRCHBROOK | BANGOR | 105164 | $296.5M | 7 | 2026-04-30 | → |
| 4420 | INFUSIVE ASSET MANAGEMENT INC. | NEW YORK | 285765 | $295.9M | 10 | 2026-03-31 | → |
| 4421 | COLBERT INVESTMENT MANAGEMENT CO | MIAMI | 108642 | $295.8M | 3 | 2026-03-31 | → |
| 4422 | ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC | ROSWELL | 322496 | $295.3M | 4 | 2025-03-31 | → |
| 4423 | HUBER, WEAKLAND & ASSOCIATES, INC. | ELLICOTT CITY | 120745 | $295.3M | 4 | 2026-03-31 | → |
| 4424 | DOUGLAS CAPITAL MANAGEMENT INC | JACKSONVILLE | 106262 | $295.2M | 4 | 2026-03-31 | → |
| 4425 | CARPENTER, CLAYDON ADVISORS, INC. | MAITLAND | 143516 | $294.9M | 3 | 2026-03-31 | → |
| 4426 | DELTROIT ASSET MANAGEMENT (US) LLC | WILTON | 334438 | $294.6M | 1 | 2026-03-31 | → |
| 4427 | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | WEBSTER | 284920 | $294.5M | 14 | 2026-04-30 | → |
| 4428 | BRIZO CAPITAL, LP | NEW YORK | 298102 | $294.5M | 1 | 2026-03-31 | → |
| 4429 | ESTATE MANAGEMENT COUNSELORS,LLC | ATLANTA | 126624 | $294.3M | 4 | 2026-03-31 | → |
| 4430 | BAUGH & ASSOCIATES, LLC | ATLANTA | 136342 | $294.2M | 4 | 2026-03-31 | → |
| 4431 | A.R.T. ADVISORS, LLC | NEW YORK | 161643 | $294.2M | 30 | 2026-03-31 | → |
| 4432 | TJT CAPITAL GROUP, LLC | STAMFORD | 150200 | $294.1M | 4 | 2025-04-30 | → |
| 4433 | GENERATIVE INVESTMENT PARTNERS LP | GREENWICH | 312473 | $293.9M | 4 | 2026-03-31 | → |
| 4434 | ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. | ELMHURST | 106574 | $293.5M | 3 | 2026-03-31 | → |
| 4435 | PELKONEN AND ASSOCIATES LLC | MELVILLE | 305933 | $293.3M | 4 | 2026-03-31 | → |
| 4436 | GREENWICH ADVISORS, LLC | GREENWICH | 165892 | $293.2M | 4 | 2026-06-30 | → |
| 4437 | MASTERTON CAPITAL MANAGEMENT, LP | NEW YORK | 308917 | $293.1M | 3 | 2026-03-31 | → |
| 4438 | 22V ASSET MANAGEMENT LLC | NEW YORK | 323898 | $293.0M | 11 | 2026-03-31 | → |
| 4439 | HAMILTON ROBINSON LLC | STAMFORD | 162590 | $292.4M | 10 | 2026-03-31 | → |
| 4440 | SAYBROOK WEALTH GROUP, INC. | OLD SAYBROOK | 317867 | $292.1M | 2 | 2026-03-31 | → |
| 4441 | SEMPOLINSKI, WILLIAM JOHN | EASTON | 338120 | $292.0M | 3 | 2026-01-31 | → |
| 4442 | LONG ISLAND WEALTH MANAGEMENT, INC. | MELVILLE | 173363 | $291.7M | 1 | 2026-04-30 | → |
| 4443 | MADDEN ADVISORY SERVICES, INC. | JACKSONVILLE | 112607 | $291.7M | 5 | 2026-05-31 | → |
| 4444 | DUDLEY CAPITAL MANAGEMENT LLC | MIDDLEBURG | 282958 | $291.7M | 3 | 2026-04-30 | → |
| 4445 | THIRD EYE CAPITAL MANAGEMENT, LLC | MIAMI BEACH | 287819 | $291.3M | 1 | 2026-06-30 | → |
| 4446 | THE ELLERSON GROUP INC | ANNAPOLIS | 106658 | $291.2M | 2 | 2026-03-31 | → |
| 4447 | IDIRECT PRIVATE CREDIT ADVISORS LLC | NEW YORK | 333824 | $290.9M | 158 | 2026-06-30 | → |
| 4448 | LEIGH BALDWIN & CO., LLC | CAZENOVIA | 38751 | $290.6M | 16 | 2026-05-31 | → |
| 4449 | BIRKS FINANCIAL CORP. | HERNDON | 118623 | $290.6M | 3 | 2026-06-30 | → |
| 4450 | FOX HILL WEALTH MANAGEMENT | DEDHAM | 321881 | $290.2M | 8 | 2026-03-31 | → |
| 4451 | TC43 LLC | NEW YORK | 329373 | $290.1M | 11 | 2025-06-30 | → |
| 4452 | CIFC PRIVATE CREDIT MANAGEMENT LLC | MIAMI | 334020 | $289.9M | 200 | 2026-03-31 | → |
| 4453 | LEGACY WEALTH MANAGEMENT GROUP, INC. | LYNCHBURG | 322235 | $289.8M | 19 | 2026-03-31 | → |
| 4454 | ONE STONE PARTNERS L.L.C. | MIAMI | 163742 | $289.7M | 3 | 2026-03-31 | → |
| 4455 | MONEY MANAGEMENT FINANCIAL SERVICES LLC | MOORESTOWN | 288375 | $289.6M | 4 | 2026-04-30 | → |
| 4456 | FAYERWEATHER MANAGEMENT, LLC | CAMBRIDGE | 187517 | $289.6M | 3 | 2026-02-28 | → |
| 4457 | WATCHTOWER ADVISORS, LP | OLD GREENWICH | 299887 | $289.5M | 5 | 2026-04-30 | → |
| 4458 | ALCOVA CAPITAL MANAGEMENT LP | NEW YORK | 298021 | $289.3M | 6 | 2026-06-30 | → |
| 4459 | AIFAM GROUP LLC | RYE | 158290 | $289.2M | 10 | 2026-05-31 | → |
| 4460 | AIGA CAPITAL PARTNERS LLC | JERSEY CITY | 311692 | $289.2M | 10 | 2026-03-31 | → |
| 4461 | PFG PRIVATE WEALTH MANAGEMENT, LLC | LUTZ | 282301 | $289.0M | 7 | 2026-03-31 | → |
| 4462 | CHATHAM CAPITAL MANAGEMENT, LLC | ATLANTA | 160961 | $288.9M | 8 | 2026-03-31 | → |
| 4463 | POWER INNOVATION PARTNERS, L.P. | NEW YORK | 312100 | $288.7M | 8 | 2026-06-30 | → |
| 4464 | GREENHOUSE WEALTH MANAGEMENT, LLC | WESTPORT | 283763 | $288.6M | 2 | 2026-02-28 | → |
| 4465 | ACADIA INFRASTRUCTURE CAPITAL LP | NEW YORK | 326032 | $288.6M | 11 | 2026-03-31 | → |
| 4466 | YELLOWSTONE CAPITAL PARTNERS US, LLC | GAINESVILLE | 324681 | $288.6M | 2 | 2026-04-30 | → |
| 4467 | GF CAPITAL ASSET ADVISORS, LLC | NEW YORK | 160144 | $288.5M | 8 | 2026-06-30 | → |
| 4468 | PALISADE AMERICAS MANAGEMENT LLC | NEW YORK | 322412 | $288.4M | 4 | 2026-06-30 | → |
| 4469 | FINANCIAL INDEPENDENCE, LLC | WARWICK | 150515 | $288.1M | 7 | 2026-03-31 | → |
| 4470 | BROADLIGHT CAPITAL MANAGEMENT, LLC | GREENWICH | 315015 | $287.5M | 8 | 2026-03-31 | → |
| 4471 | ALCHEMI WEALTH, LLC | ESSEX | 310451 | $286.9M | 8 | 2026-02-28 | → |
| 4472 | SKYVIEW FINANCIAL GROUP, LLC | PONTE VEDRA BEACH | 310581 | $286.6M | 3 | 2026-03-31 | → |
| 4473 | TRITONPOINT PARTNERS, LLC | CHEVY CHASE | 333259 | $286.5M | 6 | 2026-05-31 | → |
| 4474 | BAU ADVISORS LLC | MIAMI | 301667 | $286.5M | 4 | 2026-03-31 | → |
| 4475 | SHAKER FINANCIAL SERVICES, LLC | ANNAPOLIS | 121534 | $286.3M | 6 | 2026-03-31 | → |
| 4476 | N.L.C. LLC | BOCA RATON | 330231 | $286.1M | 2 | 2026-06-30 | → |
| 4477 | THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC | CLEARWATER | 326421 | $286.1M | 10 | 2026-03-31 | → |
| 4478 | PRESTON WEALTH ADVISORS, LLC. | RESTON | 165983 | $286.0M | 5 | 2026-03-31 | → |
| 4479 | OMNISTAR FINANCIAL GROUP, INC. | WILMINGTON | 138515 | $285.7M | 7 | 2026-05-31 | → |
| 4480 | EDEN GLOBAL ADVISORS LLC | NEW YORK | 317761 | $285.6M | 22 | 2026-03-31 | → |
| 4481 | THE PALMER KNIGHT COMPANY | JACKSONVILLE | 112983 | $285.4M | 2 | 2026-03-31 | → |
| 4482 | FINGERLAKES WEALTH MANAGEMENT, INC. | ITHACA | 149709 | $285.4M | 4 | 2026-04-30 | → |
| 4483 | AYRSHIRE CAPITAL MANAGEMENT LLC | WESTPORT | 157883 | $285.1M | 2 | 2026-02-28 | → |
| 4484 | OAK ADVISORS, LLC | BLUFFTON | 137192 | $284.7M | 6 | 2026-02-28 | → |
| 4485 | MARTIN D. PARLATO & ASSOCIATES, INC. | PONTE VEDRA | 147403 | $284.6M | 1 | 2026-03-31 | → |
| 4486 | FULL IN PARTNERS MANAGEMENT, LLC | NEW YORK | 309967 | $284.4M | 9 | 2026-03-31 | → |
| 4487 | MOMENTUS MANAGER LLC | ARLINGTON | 324068 | $284.3M | 30 | 2026-05-31 | → |
| 4488 | THE FOUNDRY FINANCIAL GROUP, INC. | LACONIA | 116823 | $284.2M | 11 | 2026-02-28 | → |
| 4489 | SMITH, BROWN & GROOVER, INC. | MACON | 1329 | $284.2M | 7 | 2026-03-31 | → |
| 4490 | PENINSULA ASSET MANAGEMENT INC | BRADENTON | 108600 | $284.1M | 4 | 2026-03-31 | → |
| 4491 | MERIDIAN FINANCIAL, LLC | HOLLISTON | 119679 | $283.9M | 5 | 2026-05-31 | → |
| 4492 | DARWINS RIVER CAPITAL, LP | NEW YORK | 334878 | $283.8M | 3 | 2026-06-30 | → |
| 4493 | EDEN CAPITAL MANAGEMENT LLC | NEW YORK | 290418 | $283.8M | 9 | 2026-04-30 | → |
| 4494 | FDI WEALTH MANAGEMENT, LLC | MIAMI | 292050 | $283.8M | 5 | 2026-03-31 | → |
| 4495 | PRIDEROCK FUND MANAGEMENT PARTNERS, LLC | PALM BEACH GARDENS | 297635 | $283.6M | 10 | 2026-03-31 | → |
| 4496 | VERISAIL PARTNERS, LLC | CHAMBLEE | 153751 | $283.6M | 6 | 2026-06-30 | → |
| 4497 | ZOE FINANCIAL, INC. | NEW YORK | 285158 | $283.5M | 45 | 2026-06-30 | → |
| 4498 | POM INVESTMENT STRATEGIES, LLC | RALEIGH | 317067 | $283.3M | 18 | 2026-04-30 | → |
| 4499 | SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | ARMONK | 327151 | $283.0M | 3 | 2026-03-31 | → |
| 4500 | FIG CAPITAL MANAGEMENT, LLC | JACKSONVILLE | 290099 | $283.0M | 0 | 2026-03-31 | → |
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