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 | |
|---|---|---|---|---|---|---|---|
| 5201 | ARMADA ADVISORS, INC. | PENSACOLA | 150416 | $190.3M | 2 | 2026-02-28 | → |
| 5202 | ATEGRA CAPITAL MANAGEMENT, LLC | VIENNA | 164245 | $190.2M | 5 | 2026-03-31 | → |
| 5203 | BLUEPRINT WEALTH MANAGEMENT INC. | ELLICOTT CITY | 325099 | $190.0M | 6 | 2026-03-31 | → |
| 5204 | CALVERT WEALTH MANAGEMENT, INC. | DUNKIRK | 115639 | $189.6M | 4 | 2026-03-31 | → |
| 5205 | OM ADVISERS LP | SUMMIT | 309024 | $189.5M | 1 | 2026-03-31 | → |
| 5206 | XCEPTION ADVISORY SERVICES, LLC | ATLANTA | 338122 | $189.3M | 5 | 2026-05-31 | → |
| 5207 | BLUEROCK CREDIT FUND ADVISOR, LLC | NEW YORK | 291770 | $189.1M | 11 | 2026-03-31 | → |
| 5208 | CFS WEALTH MANAGEMENT, LLC | MACON | 135579 | $189.1M | 3 | 2026-03-31 | → |
| 5209 | ELM3 FINANCIAL GROUP, LLC | ALPHARETTA | 140594 | $189.0M | 6 | 2026-06-30 | → |
| 5210 | RIDGELINE WEALTH ADVISORS, LLC. | RALEIGH | 284843 | $189.0M | 7 | 2026-03-31 | → |
| 5211 | IVY LEAGUE FINANCIAL ADVISORS LLC | ROCKVILLE | 119145 | $188.7M | 4 | 2026-03-31 | → |
| 5212 | ORVIETO PARTNERS, L.P. | BOSTON | 313475 | $188.6M | 4 | 2026-05-31 | → |
| 5213 | SDR INVESTMENT MANAGEMENT, INC. | LONGWOOD | 108682 | $188.6M | 6 | 2026-03-31 | → |
| 5214 | AMICORP WEALTH SERVICES LLC | MIAMI | 319247 | $188.5M | 3 | 2026-03-31 | → |
| 5215 | WRIGHT WEALTH LLC | ATLANTA | 321215 | $188.5M | 7 | 2026-06-30 | → |
| 5216 | TIMBER POINT CAPITAL MANAGEMENT LLC | WHITE PLAINS | 307366 | $188.3M | 4 | 2026-03-31 | → |
| 5217 | FINANCIAL CONSULTANTS GROUP INC | CUMMING | 108062 | $188.2M | 8 | 2026-03-31 | → |
| 5218 | PACTOLUS PRIVATE WEALTH MANAGEMENT LLC | VIENNA | 155195 | $187.8M | 17 | 2026-03-31 | → |
| 5219 | SADDLEROCK CAPITAL MANAGEMENT LLC | NEW YORK | 330801 | $187.8M | 6 | 2026-04-30 | → |
| 5220 | LIFTPOINT FAMILY WEALTH ADVISORS, LLC | FAR HILLS | 337973 | $187.7M | 2 | 2026-02-28 | → |
| 5221 | LANX MANAGEMENT, LLC | WHITE PLAINS | 138305 | $187.7M | 2 | 2026-03-31 | → |
| 5222 | ROTHWELL INVESTMENT ADVISORS LLC | SALEM | 337504 | $187.7M | 5 | 2026-03-31 | → |
| 5223 | COLMAN KNIGHT ADVISORY GROUP, LLC | ACTON | 119696 | $187.7M | 8 | 2026-06-30 | → |
| 5224 | SFG WEALTH ADVISORS, LLC | TAMPA | 307368 | $187.7M | 6 | 2026-03-31 | → |
| 5225 | FINARC INVESTMENTS, INC. | NORWOOD | 166571 | $187.6M | 4 | 2026-03-31 | → |
| 5226 | DURANTE & WATERS, LLC | BREWSTER | 127216 | $187.4M | 5 | 2026-02-28 | → |
| 5227 | GAGNON ADVISORS, LLC | NEW YORK | 161697 | $187.3M | 10 | 2026-02-28 | → |
| 5228 | SECURE PLANNING, LLC | PORTSMOUTH | 42179 | $187.0M | 5 | 2026-05-31 | → |
| 5229 | BLUE DOOR ASSET MANAGEMENT, LLC | STAMFORD | 314457 | $187.0M | 4 | 2026-05-31 | → |
| 5230 | DUTCH ASSET CORPORATION | SELKIRK | 170884 | $186.9M | 10 | 2026-06-30 | → |
| 5231 | PICEA CAPITAL LLC | MIAMI | 307775 | $186.8M | 3 | 2026-03-31 | → |
| 5232 | ADVOCATE INVESTING SERVICES, LLC | WOODBINE | 273035 | $186.6M | 5 | 2026-03-31 | → |
| 5233 | ELIOT ROSE WEALTH MANAGEMENT, LLC | PROVIDENCE | 120465 | $186.3M | 4 | 2026-02-28 | → |
| 5234 | PURSUIT WEALTH MANAGMENT LLC | PALM BEACH GARDENS | 308969 | $186.3M | 4 | 2025-03-31 | → |
| 5235 | WINTHROP PARTNERS - WNY, LLC | BUFFALO | 282100 | $186.2M | 4 | 2026-04-30 | → |
| 5236 | AMBER INFRASTRUCTURE INVESTMENT ADVISOR LLC | NEW YORK | 328406 | $186.2M | 33 | 2026-04-30 | → |
| 5237 | MERITED WEALTH, LLC | NORTH BAY VILLAGE | 299549 | $186.1M | 8 | 2026-06-30 | → |
| 5238 | VIGIL WEALTH MANAGEMENT, LLC | PONTE VEDRA BEACH | 299619 | $186.0M | 4 | 2026-03-31 | → |
| 5239 | RIDGE CAPITAL MANAGEMENT, LLC | JOHN CREEK | 127200 | $186.0M | 6 | 2026-05-31 | → |
| 5240 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | SAINT AUGUSTINE | 312164 | $185.9M | 3 | 2026-03-31 | → |
| 5241 | HUDSON PORTFOLIO MANAGEMENT LLC | GARRISON | 130021 | $185.9M | 5 | 2026-03-31 | → |
| 5242 | S.F. EHRLICH ASSOCIATES, INC. | CRANFORD | 121356 | $185.8M | 2 | 2026-02-28 | → |
| 5243 | ASH INVESTMENT PARTNERS, LLC | ATLANTA | 322109 | $185.7M | 10 | 2026-04-30 | → |
| 5244 | SEVEN SIX CAPITAL MANAGEMENT, LLC | NEW YORK | 299257 | $185.6M | 4 | 2026-03-31 | → |
| 5245 | NILES INVESTMENT MANAGEMENT, LLC | PLANTATION | 329384 | $185.5M | 4 | 2026-03-31 | → |
| 5246 | AHARA ADVISORS LLC | JERSEY CITY | 312385 | $185.4M | 3 | 2026-03-31 | → |
| 5247 | EMISSARY WEALTH LLC | HACKENSACK | 308002 | $185.1M | 6 | 2026-03-31 | → |
| 5248 | HALBERSTADT FINANCIAL CONSULTANTS, INC. | PRINCETON | 109462 | $185.0M | 5 | 2026-03-31 | → |
| 5249 | PCB CAPITAL LLC | EAST BRUNSWICK | 309784 | $184.8M | 5 | 2026-05-31 | → |
| 5250 | VISION ONE MANAGEMENT PARTNERS, LP | MIAMI | 316551 | $184.7M | 6 | 2026-03-31 | → |
| 5251 | GREENWAY WEALTH ADVISORS, LLC | CHARLOTTE | 290727 | $184.5M | 4 | 2026-06-30 | → |
| 5252 | WYNNEFIELD CAPITAL, INC. | NEW YORK | 157604 | $184.5M | 2 | 2026-06-30 | → |
| 5253 | RIVERTREE ADVISORS, LLC | WINTER PARK | 168065 | $184.4M | 3 | 2026-03-31 | → |
| 5254 | CLEANHILL PARTNERS LP | NEW YORK | 338398 | $184.4M | 5 | 2026-06-30 | → |
| 5255 | GLOBAL WEALTH MANAGEMENT, L.C. | DEERFIELD BEACH | 150743 | $184.2M | 4 | 2026-03-31 | → |
| 5256 | ANGELUS INVESTMENT CONSULTING, INC. | CORAL GABLES | 281413 | $184.1M | 2 | 2026-03-31 | → |
| 5257 | COASTLINE COMPLETE WEALTH LLC | BLUFFTON | 338227 | $184.1M | 3 | 2026-03-31 | → |
| 5258 | LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | WESTERLY | 127748 | $184.1M | 8 | 2025-02-28 | → |
| 5259 | COOPER FINANCIAL SERVICES, INC. | SHELTON | 104671 | $184.1M | 3 | 2026-05-31 | → |
| 5260 | ATLAS FINANCIAL PLANNING, LLC | ALPHARETTA | 324861 | $184.1M | 2 | 2026-02-28 | → |
| 5261 | OCTAGON FINANCE LLC | CHARLOTTESVILLE | 289850 | $184.1M | 5 | 2026-03-31 | → |
| 5262 | NVERSES CAPITAL, LLC | WELLINGTON | 323291 | $184.1M | 11 | 2026-03-31 | → |
| 5263 | HIGH PINES WEALTH MANAGEMENT LLC | DUXBURY | 285191 | $184.0M | 5 | 2026-03-31 | → |
| 5264 | BRASIL CAPITAL ADVISER LLC | AVENTURA | 310125 | $183.7M | 4 | 2025-07-31 | → |
| 5265 | EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC | GREENWICH | 328508 | $183.5M | 68 | 2026-03-31 | → |
| 5266 | SLEDGE AND COMPANY WEALTH ADVISORS, LLC | HIGH POINT | 336314 | $183.4M | 4 | 2026-04-30 | → |
| 5267 | DPM CAPITAL LLC | NEW YORK | 289313 | $183.3M | 6 | 2024-12-31 | → |
| 5268 | JLENS | NEW YORK | 331778 | $183.3M | 5 | 2025-10-31 | → |
| 5269 | ECONOLOGICS FINANCIAL ADVISORS, LLC | LARGO | 125738 | $183.2M | 18 | 2026-03-31 | → |
| 5270 | J.M. ARBOUR, LLC | GARDINER | 313352 | $183.2M | 12 | 2026-03-31 | → |
| 5271 | SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC | TAMPA | 187519 | $183.1M | 8 | 2026-03-31 | → |
| 5272 | MILLER GESKO & CO INC. | BUFFALO | 109671 | $183.1M | 5 | 2026-03-31 | → |
| 5273 | GEORGE M. HILLER COMPANIES, LLC | ATLANTA | 112409 | $183.0M | 5 | 2026-03-31 | → |
| 5274 | ANCHORED FINANCIAL PLANNING LLC | WEST DEPTFORD | 336537 | $182.9M | 5 | 2026-02-28 | → |
| 5275 | GODFREY FINANCIAL ASSOCIATES, INC. | GLENMONT | 126189 | $182.5M | 3 | 2026-03-31 | → |
| 5276 | SHERCLAR, INC | CHARLOTTE | 166812 | $182.4M | 4 | 2026-03-31 | → |
| 5277 | RIGHTHAND CAPITAL, LLC | WEST NEWTON | 307517 | $182.3M | 3 | 2026-04-30 | → |
| 5278 | FOUR TREE ISLAND ADVISORY LLC | PORTSMOUTH | 158851 | $182.2M | 2 | 2026-03-31 | → |
| 5279 | ALLEGIANCE FINANCIAL ADVISORS, INC. | JACKSONVILLE | 127293 | $181.9M | 7 | 2026-02-28 | → |
| 5280 | EMMETT INVESTMENT MANAGEMENT, LP | NEW YORK | 299543 | $181.6M | 2 | 2026-03-31 | → |
| 5281 | CANNON ADVISORS, INC. | CHARLOTTE | 293929 | $181.6M | 5 | 2026-03-31 | → |
| 5282 | EPILOG PARTNERS, LP. | BOSTON | 325368 | $181.6M | 3 | 2026-04-30 | → |
| 5283 | BRADESCO GLOBAL ADVISORS INC. | CORAL GABLES | 134416 | $181.5M | 21 | 2026-04-30 | → |
| 5284 | RUTHERFORD ASSET PLANNING, INC. | TAMPA | 128036 | $181.3M | 2 | 2026-02-28 | → |
| 5285 | FPF FA L.L.C. | CHARLOTTE | 311329 | $181.3M | 1 | 2026-01-31 | → |
| 5286 | PRIVATE CLIENT ASSET MANAGEMENT, INC. | MASSAPEQUA | 147052 | $181.2M | 2 | 2026-04-30 | → |
| 5287 | MURPHY CLARKE WILLIAMS & STONE LLC | MIAMI BEACH | 330290 | $181.2M | 2 | 2026-03-31 | → |
| 5288 | CHRONOS CAPITAL ADVISORS LLC | MIAMI | 283639 | $181.1M | 2 | 2026-03-31 | → |
| 5289 | CARRY ADVISORS LLC | BROOKLYN | 323620 | $180.9M | 2 | 2026-06-30 | → |
| 5290 | SAPERSTON LEGACY ADVISORS, INC. | HAMBURG | 105849 | $180.8M | 5 | 2026-03-31 | → |
| 5291 | HOROWITZ & COMPANY, INC. | FORT LAUDERDALE | 106737 | $180.7M | 2 | 2026-03-31 | → |
| 5292 | ALLEGIANCE FINANCIAL GROUP, INC. | SOUTH PORTLAND | 113826 | $180.6M | 10 | 2026-03-31 | → |
| 5293 | ALPINE WOODS CAPITAL INVESTORS, LLC | PURCHASE | 112496 | $180.6M | 12 | 2026-04-30 | → |
| 5294 | BROAD REACH CAPITAL LLC | RALEIGH | 144686 | $180.5M | 4 | 2026-05-31 | → |
| 5295 | ROXBURY FINANCIAL LLC | MOUNT ARLINGTON | 330547 | $180.5M | 3 | 2026-02-28 | → |
| 5296 | WOLOSHIN INVESTMENT MANAGEMENT, LLC | MEDFORD | 132346 | $180.4M | 3 | 2026-03-31 | → |
| 5297 | 2E CAPITAL PARTNERS LP | NEW YORK | 334821 | $180.0M | 5 | 2026-03-31 | → |
| 5298 | DAVENTRY GROUP LP | NEW YORK | 306533 | $179.9M | 3 | 2026-03-31 | → |
| 5299 | STIRLINGSHIRE RIA LLC | NEW YORK | 327779 | $179.8M | 29 | 2026-03-31 | → |
| 5300 | BEY-DOUGLAS, LLC | MARIETTA | 108856 | $179.8M | 3 | 2026-03-31 | → |
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