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 | |
|---|---|---|---|---|---|---|---|
| 5301 | GREENWOOD INVESTORS LLC | NEW YORK | 155088 | $179.8M | 4 | 2026-03-31 | → |
| 5302 | KEEN CAPITAL, LTD | CHAPIN | 145023 | $179.7M | 12 | 2026-05-31 | → |
| 5303 | ARC24 MANAGEMENT, LP | NEW YORK | 331983 | $179.7M | 4 | 2026-03-31 | → |
| 5304 | RCW MANAGEMENT, LLC | JACKSONVILLE | 314312 | $179.6M | 4 | 2026-02-28 | → |
| 5305 | ALLARIA ASSET MANAGEMENT, LLC | MIAMI | 287513 | $179.6M | 6 | 2026-04-30 | → |
| 5306 | BEERS KIGHT FINANCIAL ADVISORS, LLC | COLUMBIA | 160286 | $179.4M | 2 | 2026-03-31 | → |
| 5307 | INVESTMENT ADVISORY SERVICES GROUP LLC | BOCA RATON | 323361 | $179.3M | 9 | 2026-02-28 | → |
| 5308 | DOWLING FINANCIAL SERVICES, INC | GREENWICH | 155624 | $179.3M | 3 | 2026-02-28 | → |
| 5309 | TIMMONS WEALTH MANAGEMENT, LLC | ATTLEBORO | 165914 | $179.2M | 3 | 2026-04-30 | → |
| 5310 | SPRING LAKE EQUITY GP LLC | BURLINGTON | 167613 | $179.2M | 3 | 2026-03-31 | → |
| 5311 | DOLAN CAPITAL ADVISORS, LLC | CHARLOTTE | 269886 | $179.1M | 4 | 2026-03-31 | → |
| 5312 | TRUE SQUARE FINANCIAL LLC | ATLANTA | 287997 | $178.8M | 1 | 2026-01-31 | → |
| 5313 | AJF CAPITAL MANAGEMENT, INC. | NEW YORK | 126414 | $178.5M | 4 | 2025-11-30 | → |
| 5314 | WILLIAM B. WALKUP & ASSOCIATES, INC. | COLUMBIA | 135533 | $178.3M | 4 | 2026-03-31 | → |
| 5315 | INDEX TECHNOLOGIES GROUP LLC | NEW YORK | 327771 | $178.3M | 7 | 2026-04-30 | → |
| 5316 | ASPETUCK FINANCIAL MANAGEMENT LLC | WESTPORT | 134500 | $178.3M | 1 | 2026-02-28 | → |
| 5317 | CANDELO CAPITAL MANAGEMENT LP | NEW YORK | 307389 | $178.1M | 5 | 2026-03-31 | → |
| 5318 | LANSING MANAGEMENT, LP | NEW YORK | 285921 | $178.1M | 3 | 2026-03-31 | → |
| 5319 | HUDSON EXECUTIVE CAPITAL LP | NEW YORK | 175032 | $178.1M | 2 | 2026-03-31 | → |
| 5320 | WATERMILL MANAGEMENT COMPANY, LLC | BOSTON | 163370 | $178.1M | 13 | 2026-03-31 | → |
| 5321 | OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC | NEW YORK | 140485 | $177.8M | 9 | 2026-04-30 | → |
| 5322 | FUTURE YOU WEALTH LLC | NEW YORK | 305173 | $177.8M | 4 | 2025-04-30 | → |
| 5323 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | RALEIGH | 118943 | $177.4M | 3 | 2026-03-31 | → |
| 5324 | NEWCORP FINANCIAL SERVICES, INC. | ALPHARETTA | 297125 | $177.1M | 3 | 2026-02-28 | → |
| 5325 | MARATHON MISSION, INC. | LATHAM | 288654 | $177.1M | 3 | 2026-01-31 | → |
| 5326 | FAMILYWEALTH ASSET MANAGEMENT | LAKE MARY | 147869 | $177.0M | 4 | 2026-03-31 | → |
| 5327 | TEA & TAXES COMPANY DBA PROSPERITEA PLANNING | GREENFIELD | 282041 | $176.9M | 4 | 2026-03-31 | → |
| 5328 | LADD CAPITAL MANAGEMENT LLC | NEW HAVEN | 105162 | $176.6M | 0 | 2026-02-28 | → |
| 5329 | COLLINS ADVISORS, LLC | BUFFALO | 129270 | $176.4M | 3 | 2026-05-31 | → |
| 5330 | POINTER FINANCIAL ADVISORS LLC | COLUMBIA | 326745 | $176.4M | 5 | 2026-03-31 | → |
| 5331 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | RALEIGH | 336317 | $176.4M | 1 | 2026-06-30 | → |
| 5332 | PARABLE, LLC | ST AUGUSTINE | 304873 | $176.3M | 5 | 2026-06-30 | → |
| 5333 | CORBETT ROAD CAPITAL MANAGEMENT, LLC | MCLEAN | 305063 | $176.3M | 5 | 2026-06-30 | → |
| 5334 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | STAMFORD | 289269 | $176.2M | 8 | 2026-03-31 | → |
| 5335 | NINE LEFT CAPITAL LP | NEW YORK | 332838 | $176.1M | 5 | 2026-03-31 | → |
| 5336 | SFI ADVISORS, LLC | MONTCLAIR | 287929 | $176.0M | 12 | 2026-03-31 | → |
| 5337 | THE MONEY MEN, INC. | AMHERST | 285103 | $176.0M | 2 | 2026-03-31 | → |
| 5338 | PHILADELPHIA INVESTMENT PARTNERS, LLC | VOORHEES | 122733 | $176.0M | 2 | 2026-03-31 | → |
| 5339 | MALLINI COMPLETE FINANCIAL PLANNING LLC | GAINESVILLE | 175341 | $176.0M | 4 | 2026-03-31 | → |
| 5340 | FELLOWSHIP INVESTMENT ADVISORS, LLC | MAITLAND | 154103 | $175.9M | 7 | 2026-03-31 | → |
| 5341 | PLANVEST FINANCIAL, INC. | GAITHERSBURG | 290306 | $175.9M | 8 | 2026-03-31 | → |
| 5342 | INTENTIONAL, LLC | FORT MILL | 318570 | $175.8M | 3 | 2026-06-30 | → |
| 5343 | URS ADVISORY LLC | JUPITER | 289892 | $175.8M | 5 | 2026-05-31 | → |
| 5344 | MACKE FINANCIAL ADVISORY GROUP, INC. | FORT MYERS | 111318 | $175.7M | 5 | 2026-03-31 | → |
| 5345 | STORMBORN CAPITAL MANAGEMENT, LLC | GREENWICH | 286222 | $175.6M | 2 | 2024-12-31 | → |
| 5346 | THREE BRIDGES CAPITAL, LP | NEW YORK | 160021 | $175.5M | 5 | 2026-03-31 | → |
| 5347 | FEENIX VENTURE PARTNERS, LLC | NEW YORK | 304152 | $175.5M | 10 | 2026-06-30 | → |
| 5348 | PENBROOK MANAGEMENT LLC | NEW YORK | 127269 | $175.4M | 4 | 2026-05-31 | → |
| 5349 | PRESTIGE WEALTH SERVICES GROUP, INC. | FLEMINGTON | 166641 | $175.2M | 4 | 2026-03-31 | → |
| 5350 | CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC | NEW YORK | 289848 | $175.1M | 1 | 2026-03-31 | → |
| 5351 | ZOCK ROBERT A & CO INC | SUTTON | 110480 | $175.1M | 1 | 2026-03-31 | → |
| 5352 | JFA ADVISORS, LLC | GREENVILLE | 144039 | $175.0M | 2 | 2026-05-31 | → |
| 5353 | SIPPICAN CAPITAL ADVISORS LLC | BOSTON | 155188 | $175.0M | 5 | 2026-03-31 | → |
| 5354 | REINOVA CAPITAL ADVISORS LLC | GREENWICH | 340095 | $175.0M | 4 | 2026-06-30 | → |
| 5355 | FLOW FOCUS LLC | MIAMI | 306849 | $174.9M | 4 | 2026-03-31 | → |
| 5356 | INCOME & ASSET ADVISORY, INC. | ARMONK | 124955 | $174.8M | 4 | 2026-03-31 | → |
| 5357 | ARROW CAPITAL MANAGEMENT, LLC | NEW YORK | 165190 | $174.8M | 2 | 2026-04-30 | → |
| 5358 | NESTGSV INVESTMENT MANAGEMENT, LLC | NEW YORK | 306285 | $174.7M | 3 | 2026-06-30 | → |
| 5359 | CAPSTONE INVESTMENT FINANCIAL GROUP, LLC | WEBSTER | 122575 | $174.6M | 6 | 2026-02-28 | → |
| 5360 | TWO PARKS CAPITAL LLC | NEW YORK | 333142 | $174.6M | 5 | 2026-03-31 | → |
| 5361 | FAMILY LEGACY FINANCIAL SOLUTIONS, LLC | CARY | 314351 | $174.5M | 7 | 2026-03-31 | → |
| 5362 | UNLIMITED FUNDS, INC. | NEW YORK | 322644 | $174.5M | 6 | 2026-04-30 | → |
| 5363 | CORRALES & COMPANY, LLC | MIAMI | 332189 | $174.2M | 10 | 2026-04-30 | → |
| 5364 | MURPHY & MULLICK CAPITAL MANAGEMENT CORP | SMITHTOWN | 328629 | $174.1M | 2 | 2026-03-31 | → |
| 5365 | FMA WEALTH MANAGEMENT, LLC | DUXBURY | 313049 | $174.0M | 2 | 2026-02-28 | → |
| 5366 | CHANCELLOR WEALTH MANAGEMENT, INC. | ATLANTA | 112918 | $174.0M | 3 | 2026-03-31 | → |
| 5367 | LEVATUS LLC | BOSTON | 287811 | $173.9M | 4 | 2026-05-31 | → |
| 5368 | PEMBERWICK INVESTMENT ADVISORS, LLC | GREENWICH | 149639 | $173.7M | 2 | 2026-03-31 | → |
| 5369 | PINAFORE WEALTH COUNSEL INC. | DURHAM | 170540 | $173.6M | 2 | 2026-02-28 | → |
| 5370 | WINNING POINTS ADVISORS, L.L.C. | BOCA RATON | 118077 | $173.1M | 2 | 2026-03-31 | → |
| 5371 | CIFUENTES WEALTH PARTNERS, LLC | HOLLYWOOD | 139610 | $173.1M | 2 | 2026-06-30 | → |
| 5372 | ZYNERGY RETIREMENT PLANNING | RED BANK | 143861 | $173.0M | 6 | 2026-06-30 | → |
| 5373 | STRONGHOLD WEALTH MANAGEMENT L.L.C. | TAMPA | 161194 | $172.9M | 2 | 2026-03-31 | → |
| 5374 | BARINGTON COMPANIES INVESTORS, LLC | NEW YORK | 161305 | $172.9M | 9 | 2026-03-31 | → |
| 5375 | HAYBEACH CAPITAL MANAGEMENT, LLC | RYE | 327539 | $172.8M | 4 | 2026-03-31 | → |
| 5376 | SF ADVISORS, LLC | BOSTON | 316518 | $172.5M | 34 | 2026-03-31 | → |
| 5377 | VIZCAYA CAPITAL PARTNERS LLC | MIAMI | 324032 | $172.5M | 3 | 2026-06-30 | → |
| 5378 | COOK FINANCIAL DESIGNS, INC. | VIRGINIA BEACH | 115241 | $172.4M | 1 | 2026-03-31 | → |
| 5379 | NS ADVISORS, LLC | WESTPORT | 162084 | $172.4M | 6 | 2024-12-31 | → |
| 5380 | DAVIDSON WEALTH MANAGEMENT LLC | FORKED RIVER | 153227 | $172.4M | 5 | 2026-06-30 | → |
| 5381 | NEXWEALTH LLC | PALM BEACH GARDENS | 311424 | $172.2M | 6 | 2026-06-30 | → |
| 5382 | STEINBERG ASSET MANAGEMENT, LLC | NEW YORK | 118968 | $172.2M | 5 | 2026-03-31 | → |
| 5383 | THOMPSON WEALTH SOLUTIONS, LLC | TIMONIUM | 338023 | $172.1M | 3 | 2026-06-30 | → |
| 5384 | INVESTOR ADVISORY GROUP, LLC | CHARLOTTE | 106837 | $172.1M | 4 | 2026-03-31 | → |
| 5385 | MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC. | ORLEANS | 105522 | $172.0M | 5 | 2026-03-31 | → |
| 5386 | NIGHTVIEW CAPITAL, LLC | CLEARWATER | 284183 | $171.9M | 4 | 2026-03-31 | → |
| 5387 | GOVERMAN FINANCIAL SOLUTIONS, LLC | DEDHAM | 130397 | $171.9M | 2 | 2026-04-30 | → |
| 5388 | CHESAPEAKE CAPITAL CORPORATION | TAMPA | 282099 | $171.9M | 6 | 2026-03-31 | → |
| 5389 | OPULEN FINANCIAL GROUP, LLC | ARLINGTON | 173963 | $171.8M | 1 | 2026-01-31 | → |
| 5390 | TRIANGLE INVESTMENT MANAGEMENT, LLC | NEW YORK | 329567 | $171.8M | 13 | 2026-03-31 | → |
| 5391 | EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS | 307644 | $171.7M | 7 | 2026-03-31 | → |
| 5392 | WHITE HAT CAPITAL PARTNERS LP | NEW YORK | 288059 | $171.4M | 6 | 2026-03-31 | → |
| 5393 | ASSABET ADVISORS, LLC | HOLDEN | 127795 | $171.4M | 3 | 2026-03-31 | → |
| 5394 | GRANADA WEALTH MANAGEMENT, LLC | DAVIDSON | 285812 | $171.4M | 1 | 2026-03-31 | → |
| 5395 | GENESIS FINANCIAL GROUP, LLC | PARAMUS | 327996 | $171.3M | 2 | 2026-03-31 | → |
| 5396 | DONALD W. NICHOLSON & ASSOCIATES LTD | WILMINGTON | 107054 | $171.2M | 5 | 2026-04-30 | → |
| 5397 | VALARC HOLDINGS LLC | NEW YORK | 169305 | $171.2M | 4 | 2024-12-31 | → |
| 5398 | HARBOR ITHAKA WM, LLC | AVENTURA | 170580 | $171.2M | 7 | 2026-03-31 | → |
| 5399 | HAYDEN HARPER WEALTH ADVISORY, LLC | CHARLOTTE | 152091 | $171.1M | 7 | 2026-03-31 | → |
| 5400 | HEGARTY ADVISORS, LLC | GARDEN CITY | 306342 | $171.1M | 2 | 2026-01-31 | → |
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