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 | |
|---|---|---|---|---|---|---|---|
| 4801 | GSA CAPITAL PARTNERS (NEW YORK) LP | NEW YORK | 286369 | $237.6M | 5 | 2026-03-31 | → |
| 4802 | COHEN & COMPANY FINANCIAL MANAGEMENT, LLC | NEW YORK | 133171 | $237.4M | 29 | 2026-03-31 | → |
| 4803 | LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. | PARSIPPANY | 171967 | $237.4M | 5 | 2026-03-31 | → |
| 4804 | PENTO PORTFOLIO STRATEGIES, LLC | NAPLES | 159217 | $237.3M | 3 | 2026-05-31 | → |
| 4805 | SOUNDCORE CAPITAL PARTNERS, LLC | NEW YORK | 288749 | $237.2M | 3 | 2026-03-31 | → |
| 4806 | MINERVA PLANNING GROUP, INC. | DECATUR | 127263 | $236.9M | 5 | 2026-04-30 | → |
| 4807 | AXIOM INVESTMENT MANAGEMENT LLC | NEW YORK | 141516 | $236.8M | 10 | 2026-04-30 | → |
| 4808 | LEVEL WEALTH MANAGEMENT LLC | GREENSBORO | 301381 | $236.5M | 3 | 2026-01-31 | → |
| 4809 | SPECTRUM FINANCIAL INC | VIRGINIA BEACH | 105618 | $236.5M | 9 | 2026-03-31 | → |
| 4810 | LANIER FINANCIAL GROUP LLC | ATHENS | 152945 | $236.2M | 6 | 2026-03-31 | → |
| 4811 | RULE ONE PARTNERS, LLC | MORELAND | 166341 | $236.2M | 6 | 2026-03-31 | → |
| 4812 | MILLARES ASSET MANAGEMENT, LLC | CORAL GABLES | 144620 | $236.2M | 3 | 2026-02-28 | → |
| 4813 | HERITAGE FINANCIAL COUNSELORS, LLC | BEDMINSTER | 288232 | $235.9M | 5 | 2026-03-31 | → |
| 4814 | CREO CAPITAL PARTNERS MANAGEMENT LLC | MIAMI | 296861 | $235.5M | 6 | 2026-03-31 | → |
| 4815 | PROMETHIUM ADVISORS, LLC | BETHESDA | 329565 | $235.3M | 4 | 2026-03-31 | → |
| 4816 | MBF HEALTHCARE MANAGEMENT II, LLC | CORAL GABLES | 283576 | $235.0M | 11 | 2026-03-31 | → |
| 4817 | KINGSMAN WEALTH MANAGEMENT INC. | PENSACOLA | 319238 | $235.0M | 3 | 2026-03-31 | → |
| 4818 | LCW SERVICES, LLC | VIRGINIA BEACH | 337998 | $234.9M | 6 | 2026-04-30 | → |
| 4819 | PARTNERSHIP WEALTH MANAGEMENT, LLC | TOWSON | 285718 | $234.9M | 3 | 2026-02-28 | → |
| 4820 | PALACIOS WEALTH MANAGEMENT, LLC | ORMOND BEACH | 327660 | $234.3M | 4 | 2026-02-28 | → |
| 4821 | BELLEAIR ASSET MANAGEMENT, LLC | BELLEAIR BLUFFS | 290882 | $234.3M | 4 | 2026-03-31 | → |
| 4822 | LEGACY PLANNING ADVISORS, LLC | SUWANEE | 121289 | $234.0M | 8 | 2026-02-28 | → |
| 4823 | DELTA FINANCIAL ADVISORS, INC | KENSINGTON | 121907 | $234.0M | 10 | 2026-03-31 | → |
| 4824 | RPM CAPITAL PARTNERS, LLC | NEW YORK | 160913 | $233.9M | 6 | 2026-03-31 | → |
| 4825 | NEW CHINA CAPITAL MANAGEMENT CORP. | STAMFORD | 295905 | $233.7M | 4 | 2026-05-31 | → |
| 4826 | GENEVA FINANCIAL GROUP LLC | LAKEWOOD | 331944 | $233.7M | 2 | 2026-06-30 | → |
| 4827 | WINDMARK INVESTMENT PARTNERS, INC. | WILMINGTON | 131880 | $233.3M | 14 | 2026-03-31 | → |
| 4828 | REYNOLDS CHANNEL MANAGEMENT, L.P. | NEW YORK | 296292 | $233.2M | 4 | 2026-03-31 | → |
| 4829 | SENZAR ASSET MANAGEMENT, LLC | NEW YORK | 163610 | $233.0M | 6 | 2024-12-31 | → |
| 4830 | ANCHOR WEALTH MANAGEMENT GROUP LLC | WEST PALM BEACH | 329286 | $233.0M | 1 | 2026-03-31 | → |
| 4831 | OBERON ASSET MANAGEMENT, LLC | NEW YORK | 123494 | $232.7M | 4 | 2026-05-31 | → |
| 4832 | MOUNT VERNON ASSOCIATES INC | BALTIMORE | 107099 | $232.5M | 3 | 2026-02-28 | → |
| 4833 | OT MANAGEMENT, LLC | BOSTON | 284192 | $232.4M | 4 | 2026-04-30 | → |
| 4834 | TAPPAN STREET PARTNERS LLC | NEW YORK | 158652 | $232.4M | 4 | 2024-12-31 | → |
| 4835 | RESHAPE, LLC | BOCA RATON | 330582 | $232.2M | 3 | 2026-03-31 | → |
| 4836 | CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC | FAIRFIELD | 165763 | $232.0M | 3 | 2026-03-31 | → |
| 4837 | SHELTER ROCK MANAGEMENT, LLC | JERICHO | 142739 | $232.0M | 6 | 2026-03-31 | → |
| 4838 | LOUDON INVESTMENT MANAGEMENT, LLC | WEST LEBANON | 113641 | $231.8M | 4 | 2026-03-31 | → |
| 4839 | GRADIENT RIDGE CAPITAL, L.P. | NORWALK | 340497 | $231.8M | 7 | 2026-06-30 | → |
| 4840 | BRX GLOBAL LP | GREENWICH | 284664 | $231.4M | 3 | 2026-03-31 | → |
| 4841 | L&S INVESTMENT ADVISORS, LLC | MIAMI | 285002 | $231.4M | 8 | 2026-03-31 | → |
| 4842 | ANDREW HILL INVESTMENT ADVISORS, INC. | NAPLES | 141590 | $231.3M | 4 | 2026-02-28 | → |
| 4843 | WHARTON MIDMARKET INVESTMENT ADVISORS INC. | WOODBRIDGE | 301186 | $231.1M | 2 | 2026-04-30 | → |
| 4844 | TENZING FINANCIAL LLC | WILLIAMSBURG | 335259 | $231.1M | 5 | 2026-02-28 | → |
| 4845 | DRAPER ASSET MANAGEMENT, LLC | SMITHTOWN | 148136 | $231.0M | 9 | 2026-04-30 | → |
| 4846 | CONCORDE FINANCIAL RESOURCES I INC. | YORK | 117836 | $231.0M | 2 | 2026-03-31 | → |
| 4847 | ARCH GLOBAL ADVISORS, LLC | NEW YORK | 297397 | $230.9M | 16 | 2026-06-30 | → |
| 4848 | UNIMAR FINANCIAL SERVICES, LLC | MIAMI | 159674 | $230.8M | 3 | 2026-03-31 | → |
| 4849 | UPLIFT INVESTORS, LP | DARIEN | 335515 | $230.5M | 8 | 2026-03-31 | → |
| 4850 | ALJEN ASSET MANAGEMENT LLC | CEDAR KNOLLS | 128962 | $230.2M | 5 | 2026-04-30 | → |
| 4851 | GRANTVEST FINANCIAL GROUP LLC | MATAWAN | 310272 | $230.0M | 5 | 2026-03-31 | → |
| 4852 | PRIMORIS WEALTH ADVISORS, LLC | NORTH PALM BEACH | 125567 | $230.0M | 7 | 2026-03-31 | → |
| 4853 | GRANITE ISLANDS PRIVATE WEALTH, LLC | GUILFORD | 336263 | $229.9M | 4 | 2026-06-30 | → |
| 4854 | LIONSHEAD WEALTH MANAGEMENT, LLC | NEW YORK | 288526 | $229.8M | 4 | 2026-03-31 | → |
| 4855 | BOWSIDE CAPITAL, LLC | CHARLESTON | 170509 | $229.8M | 2 | 2026-06-30 | → |
| 4856 | MONTGOMERY FINANCIAL SERVICES, LLC | OCEAN CITY | 170024 | $229.8M | 6 | 2026-06-30 | → |
| 4857 | TABLEAUX LLC | GREAT BARRINGTON | 319355 | $229.7M | 6 | 2026-03-31 | → |
| 4858 | CYGNUS CAPITAL ADVISERS, LLC | ATLANTA | 323041 | $229.7M | 8 | 2026-04-30 | → |
| 4859 | TURNER FINANCIAL GROUP, INC. | PACE | 134204 | $229.6M | 12 | 2026-06-30 | → |
| 4860 | LONETREE CAPITAL, LLC | NEW YORK | 321784 | $229.3M | 12 | 2026-03-31 | → |
| 4861 | BOOSTER, LLC | BALTIMORE | 314629 | $229.3M | 4 | 2026-03-31 | → |
| 4862 | POWELL FINANCIAL, INC. | CORNELIUS | 144230 | $229.2M | 3 | 2026-02-28 | → |
| 4863 | VOLARIS CAPITAL MANAGEMENT LLC | SHORT HILLS | 286219 | $229.2M | 4 | 2025-01-31 | → |
| 4864 | VSV MANAGEMENT, LLC | WEST PALM BEACH | 317632 | $229.1M | 9 | 2026-04-30 | → |
| 4865 | FORSYTH STREET ASSET MANAGEMENT LLC | NEW YORK | 310545 | $228.9M | 9 | 2026-03-31 | → |
| 4866 | HEMISPHERE PARTNERS LLC | NEW YORK | 136535 | $228.9M | 2 | 2026-03-31 | → |
| 4867 | DILATION CAPITAL MANAGEMENT LP | NEW YORK | 307862 | $228.8M | 4 | 2026-03-31 | → |
| 4868 | CAMPION ASSET MANAGEMENT, LLC | FAIRFAX | 134002 | $228.8M | 3 | 2026-03-31 | → |
| 4869 | SPRING BRIDGE MANAGEMENT, L.P. | NEW YORK | 298364 | $228.8M | 6 | 2024-12-31 | → |
| 4870 | JAT CAPITAL MANAGEMENT LP | GREENWICH | 311599 | $228.5M | 5 | 2026-03-31 | → |
| 4871 | PRENTICE CAPITAL MANAGEMENT, LP | GREENWICH | 161178 | $228.4M | 6 | 2026-03-31 | → |
| 4872 | BAY CAPITAL ADVISORS, LLC | VIRGINIA BEACH | 140796 | $228.3M | 5 | 2026-03-31 | → |
| 4873 | BOYAR ASSET MANAGEMENT INC | NEW YORK | 105255 | $228.2M | 9 | 2026-05-31 | → |
| 4874 | BEACON FINANCIAL ADVISORS, INC. | RYE BROOK | 119672 | $228.0M | 4 | 2026-03-31 | → |
| 4875 | ALTERNA EQUITY PARTNERS MANAGEMENT LLC | FORT LAUDERDALE | 313985 | $228.0M | 8 | 2026-03-31 | → |
| 4876 | LANSDOWNE WEALTH MANAGEMENT, LLC | MYSTIC | 155422 | $227.7M | 7 | 2026-03-31 | → |
| 4877 | MAGNOLIA CAPITAL MANAGEMENT, LTD. | COLD SPRING | 119597 | $227.7M | 4 | 2026-03-31 | → |
| 4878 | BREACH INLET CAPITAL MANAGEMENT, LLC | MT. PLEASANT | 282056 | $227.7M | 4 | 2026-03-31 | → |
| 4879 | COMMONWEALTH FINANCIAL PLANNERS INC | ROSWELL | 106831 | $227.6M | 3 | 2026-03-31 | → |
| 4880 | MRP CAPITAL INVESTMENTS, LLC | ALPHARETTA | 167256 | $227.6M | 5 | 2026-03-31 | → |
| 4881 | PODELL FINANCIAL GROUP LLC | FAIRFIELD | 325383 | $227.6M | 6 | 2026-03-31 | → |
| 4882 | SANDRO WEALTH MANAGEMENT LLC | FAIRFIELD | 332113 | $227.6M | 21 | 2026-05-31 | → |
| 4883 | KEYNOTE FINANCIAL SERVICES, LLC | VERNON | 130384 | $227.4M | 2 | 2026-03-31 | → |
| 4884 | SUCCESSFUL MONEY STRATEGIES INC | FALL RIVER | 109829 | $227.1M | 3 | 2026-03-31 | → |
| 4885 | R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC. | NEW YORK | 145159 | $227.1M | 1 | 2026-03-31 | → |
| 4886 | NAPLES WEALTH PLANNING, LLC | BONITA SPRINGS | 330316 | $226.9M | 13 | 2026-04-30 | → |
| 4887 | SHIKHARA INVESTMENT MANAGEMENT LP | NEW YORK | 329963 | $226.9M | 4 | 2026-05-31 | → |
| 4888 | WORLDLY PARTNERS MANAGEMENT, LLC | NEEDHAM | 309792 | $226.8M | 5 | 2026-04-30 | → |
| 4889 | PERRYRIDGE CAPITAL LP | GREENWICH | 331781 | $226.6M | 5 | 2026-03-31 | → |
| 4890 | BQS FINANCIAL ADVISORS, LLC | NEW YORK | 333795 | $226.4M | 7 | 2026-03-31 | → |
| 4891 | NORTH BAY CAPITAL MANAGEMENT, LP | BOSTON | 162782 | $226.3M | — | 2024-12-31 | → |
| 4892 | ALIGN PRIVATE CAPITAL | SARASOTA | 304506 | $226.2M | 6 | 2026-06-30 | → |
| 4893 | ELEVATION ADVISORY PARTNERS LLC | ORLANDO | 312170 | $226.0M | 5 | 2026-06-30 | → |
| 4894 | VALPEY FINANCIAL SERVICES LLC | CONCORD | 154154 | $226.0M | 4 | 2026-03-31 | → |
| 4895 | CHANGE GLOBAL INVESTMENT, LLC | NEW YORK | 167844 | $226.0M | 9 | 2026-05-31 | → |
| 4896 | DRAGUS CAPITAL, LLC | CORAL GABLES | 158122 | $225.9M | 5 | 2026-03-31 | → |
| 4897 | SECFI ADVISORY LIMITED | NEW YORK | 306961 | $225.9M | 15 | 2026-06-30 | → |
| 4898 | PROFESSIONAL FINANCIAL STRATEGIES, INC | PITTSFORD | 125580 | $225.8M | 4 | 2026-04-30 | → |
| 4899 | WELCY CAPITAL ADVISORS LLC | MIAMI | 154782 | $225.7M | 10 | 2026-03-31 | → |
| 4900 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. | SENECA | 135759 | $225.7M | 4 | 2026-03-31 | → |
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