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 | |
|---|---|---|---|---|---|---|---|
| 5501 | FAIRWAY FINANCIAL, LLC | CASSELBERRY | 134675 | $159.6M | 3 | 2026-03-31 | → |
| 5502 | BLUE MOON CAPITAL MANAGEMENT LLC | BOSTON | 311941 | $159.5M | 9 | 2026-03-31 | → |
| 5503 | CAPITAL FINANCIAL, LLC | OLNEY | 122844 | $159.4M | 2 | 2026-03-31 | → |
| 5504 | FUSCO FINANCIAL SERVICES INC | WILTON MANORS | 106841 | $159.3M | 2 | 2026-01-31 | → |
| 5505 | U.S.A. FINANCIAL & TAX SERVICES, LLC | FARMINGTON | 306214 | $159.3M | 3 | 2026-04-30 | → |
| 5506 | STRIVUS WEALTH PARTNERS LLC | JACKSONVILLE BEACH | 173580 | $159.1M | 4 | 2026-06-30 | → |
| 5507 | RS PETRELL & ASSOCIATES, LLC | DEWITT | 143462 | $159.1M | 3 | 2026-02-28 | → |
| 5508 | MAGNOLIA ROAD CAPITAL LP | NEW YORK | 167615 | $159.0M | 5 | 2024-12-31 | → |
| 5509 | TODD WEALTH MANAGEMENT LLC | VENICE | 164761 | $158.9M | 2 | 2026-03-31 | → |
| 5510 | PHOENICIAN CAPITAL LLC | NEW YORK | 286033 | $158.8M | 6 | 2026-03-31 | → |
| 5511 | RADIUS WEALTH MANAGEMENT, INC. | BOSTON | 168159 | $158.7M | 4 | 2026-03-31 | → |
| 5512 | NITOR CAPITAL MANAGEMENT, LLC | ENGLEWOOD CLIFFS | 173067 | $158.6M | 1 | 2026-06-30 | → |
| 5513 | STARR-MATHEWS FINANCIAL, LLC | CALHOUN | 166199 | $158.6M | 6 | 2026-03-31 | → |
| 5514 | LIVE OAK FAMILY OFFICES LLC | ST. PETERSBURG | 141570 | $158.3M | 2 | 2025-02-28 | → |
| 5515 | BPC ADVISORS LLC | EAST SYRACUSE | 284429 | $158.3M | 2 | 2026-03-31 | → |
| 5516 | AIM ADVISORS, LLC | RALEIGH | 325125 | $158.2M | 5 | 2026-01-31 | → |
| 5517 | THE EIDEARD GROUP, LLC | BEDFORD | 139834 | $158.1M | 3 | 2026-03-31 | → |
| 5518 | H PARTNERS MANAGEMENT LLC | NEW YORK | 161041 | $158.1M | 9 | 2026-03-31 | → |
| 5519 | CLARUS GROUP LLC | NEW YORK | 310156 | $158.0M | 2 | 2026-05-31 | → |
| 5520 | SREP CAPITAL MANAGEMENT, LLC | GREENWICH | 296281 | $157.9M | 4 | 2026-03-31 | → |
| 5521 | WAYPOINTS FINANCIAL, LLC | SEBRING | 157494 | $157.7M | 3 | 2026-03-31 | → |
| 5522 | OUTFITTERS FINANCIAL LLC | BRUNSWICK | 291413 | $157.7M | 4 | 2026-03-31 | → |
| 5523 | LIGHTVIEW CAPITAL, LLC | WEST PALM BEACH | 306106 | $157.6M | 12 | 2026-05-31 | → |
| 5524 | GEORGIA WEALTH PARTNERS, LLC | GRIFFIN | 314602 | $157.5M | 4 | 2026-03-31 | → |
| 5525 | FREMEN CAPITAL MANAGEMENT LP | STAMFORD | 334502 | $157.3M | 5 | 2026-03-31 | → |
| 5526 | MERIDA CAPITAL HOLDINGS LLC | RYE | 287784 | $157.3M | 10 | 2026-03-31 | → |
| 5527 | DELPHINUS FINANCIAL ADVISORS, LLC | MANSFIELD | 152952 | $157.1M | 2 | 2026-01-31 | → |
| 5528 | PPSGRP LLC | WHITE PLAINS | 340003 | $157.0M | 5 | 2026-06-30 | → |
| 5529 | IRVINE WEALTH PLANNING STRATEGIES, LLC | CORNING | 284120 | $157.0M | 7 | 2026-02-28 | → |
| 5530 | MOORE WEALTH LLC | FREDERICK | 323374 | $156.9M | 6 | 2026-02-28 | → |
| 5531 | LIFESTYLE FREEDOM ADVISORY GROUP, LLC | BRADENTON | 283512 | $156.8M | 5 | 2026-03-31 | → |
| 5532 | BELHEALTH INVESTMENT PARTNERS, LLC | FORT LAUDERDALE | 162674 | $156.7M | 5 | 2026-03-31 | → |
| 5533 | FACTORIAL PARTNERS, LLC | MT. KISCO | 169879 | $156.7M | 2 | 2026-03-31 | → |
| 5534 | SIMA WEALTH PARTNERS, LLC | NORTH CHESTERFIELD | 159943 | $156.7M | 6 | 2026-03-31 | → |
| 5535 | SETTIAN CAPITAL LP | SAINT AUGUSTINE | 297691 | $156.5M | 3 | 2026-04-30 | → |
| 5536 | COVEY CAPITAL ADVISORS, LLC | ATLANTA | 151978 | $156.5M | 1 | 2026-02-28 | → |
| 5537 | ELTURA CAPITAL MANAGEMENT, LLC | NEW YORK | 318320 | $156.5M | 6 | 2026-06-30 | → |
| 5538 | 401K GENERATION | ALTAMONTE SPRINGS, | 154279 | $156.4M | 35 | 2026-03-31 | → |
| 5539 | SPORTSOLOGY CAPITAL PARTNERS, L.P. | NEW YORK | 328226 | $156.4M | 6 | 2026-06-30 | → |
| 5540 | JK PRIVATE WEALTH, LLC | GLASTONBURY | 305987 | $156.4M | 2 | 2026-03-31 | → |
| 5541 | TRELLUS MANAGEMENT COMPANY, LLC | DELRAY BEACH | 137537 | $156.3M | 5 | 2026-04-30 | → |
| 5542 | MY WEALTH MANAGEMENT, INC. | GERMANTOWN | 168566 | $156.2M | 2 | 2025-10-31 | → |
| 5543 | PEAK WEALTH MANAGEMENT LLC | NASHUA | 281036 | $156.1M | 3 | 2026-01-31 | → |
| 5544 | BURKE & HERBERT WEALTH SERVICES, LLC | ALEXANDRIA | 340285 | $156.1M | 4 | 2026-04-30 | → |
| 5545 | PC3 PARTNERS, LLC | MIAMI BEACH | 339659 | $156.0M | 5 | 2026-05-31 | → |
| 5546 | MCGRATH & ASSOCIATES, INC. | ASHEVILLE | 121197 | $155.9M | 3 | 2026-04-30 | → |
| 5547 | UNIFY FINANCIAL LLC | CLEARWATER | 324120 | $155.8M | 3 | 2026-04-30 | → |
| 5548 | PERSONAL FINANCIAL SOLUTIONS, LLC | MANASQUAN | 129095 | $155.6M | 2 | 2026-04-30 | → |
| 5549 | FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. | WEST PALM BEACH | 126411 | $155.5M | 2 | 2025-03-31 | → |
| 5550 | GUGGENHEIM INVESTMENTS LOAN ADVISORS, LLC | STAMFORD | 339528 | $155.4M | 10 | 2026-04-30 | → |
| 5551 | SILVERFERN CAPITAL MANAGEMENT, LLC | GREENWICH | 160308 | $155.4M | 6 | 2025-03-31 | → |
| 5552 | BP ASSET MANAGEMENT INC. | CHARLOTTE | 328276 | $155.3M | 3 | 2026-03-31 | → |
| 5553 | GRP FINANCIAL SERVICES, LLC | FARMINGDALE | 333183 | $155.3M | 16 | 2026-01-31 | → |
| 5554 | BRIA CAPITAL GROUP, LLC | WESLEY CHAPEL | 175258 | $155.1M | 5 | 2026-03-31 | → |
| 5555 | QUARTUS INVESTMENT ADVISORS LLC | NEW YORK | 287597 | $155.1M | 1 | 2026-05-31 | → |
| 5556 | ELM RIDGE MANAGEMENT, LLC | BRIARCLIFF MANOR | 154508 | $155.1M | 2 | 2026-03-31 | → |
| 5557 | IVY EVERGREEN, LLC | CHARLESTON | 324430 | $155.0M | 13 | 2026-05-31 | → |
| 5558 | LYNX CAPITAL, LLC | ATLANTA | 306282 | $154.5M | 6 | 2026-03-31 | → |
| 5559 | UNION SQUARE PARK CAPITAL MANAGEMENT, LLC | NEW YORK | 175471 | $154.5M | 2 | 2026-03-31 | → |
| 5560 | DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC | ROSELAND | 321737 | $154.4M | 6 | 2026-05-31 | → |
| 5561 | JJSA ADVISORS, LTD. | VIRGINIA BEACH | 116460 | $154.3M | 2 | 2026-03-31 | → |
| 5562 | LONG SHORT ADVISORS, LLC | PALM BEACH GARDENS | 153632 | $154.2M | 4 | 2026-03-31 | → |
| 5563 | BLUEBIRD WEALTH MANAGEMENT LLC | MEDFIELD | 293420 | $154.0M | 3 | 2026-06-30 | → |
| 5564 | MAGGI INVESTMENT SERVICES, LLC | OLDMAR | 156856 | $154.0M | 3 | 2026-06-30 | → |
| 5565 | ALCION VENTURES, LIMITED PARTNERSHIP | BURLINGTON | 160505 | $153.8M | 6 | 2026-03-31 | → |
| 5566 | SHINING ROCK ADVISORS LLC | ASHEVILLE | 311295 | $153.8M | 2 | 2026-03-31 | → |
| 5567 | MAIDEN COVE CAPITAL, LLC | YARMOUTH | 312478 | $153.7M | 3 | 2026-03-31 | → |
| 5568 | GEA SPHERE, LLC | CRANSTON | 152001 | $153.6M | 3 | 2026-03-31 | → |
| 5569 | LEXINGTON CAPITAL MANAGEMENT LP | LAKEWOOD | 292364 | $153.4M | 9 | 2026-05-31 | → |
| 5570 | AMERICAN ASSET MANAGEMENT INC. | BOCA RATON | 123116 | $153.3M | 1 | 2026-01-31 | → |
| 5571 | HERITAGE WEALTH MANAGEMENT, INC. | MEDFORD | 159158 | $153.2M | 2 | 2026-03-31 | → |
| 5572 | THE LIND PARTNERS, LLC | NEW YORK | 290338 | $153.1M | 9 | 2026-05-31 | → |
| 5573 | R. F. LAFFERTY & CO., INC. | NEW YORK | 2498 | $153.0M | 80 | 2026-03-31 | → |
| 5574 | EAST COAST WEALTH MANAGEMENT, INC. | FLORHAM PARK | 136155 | $153.0M | 2 | 2026-02-28 | → |
| 5575 | SUSTAINABLE INVESTMENT SOLUTIONS, LLC | DEDHAM | 111456 | $152.9M | 1 | 2026-03-31 | → |
| 5576 | MAVEN CAPITAL PARTNERS, LLC | ATLANTA | 300626 | $152.9M | 5 | 2026-03-31 | → |
| 5577 | LIVIAN & CO., LLC | NEW YORK | 153771 | $152.9M | 5 | 2026-04-30 | → |
| 5578 | VINCENT WEALTH ADVISORS LLC | NORWELL | 332759 | $152.9M | 2 | 2026-03-31 | → |
| 5579 | BLUE POINT FINANCIAL, INC. | SCARBOROUGH | 299688 | $152.7M | 3 | 2026-03-31 | → |
| 5580 | SHAPIRO FINANCIAL SECURITY GROUP, INC. | HAZLET | 120801 | $152.6M | 5 | 2026-03-31 | → |
| 5581 | BALANZ ADVISORS LLC | CORAL GABLES | 322263 | $152.6M | 11 | 2026-04-30 | → |
| 5582 | CORDOBA CAPITAL PARTNERS, LLC | NEW YORK | 329644 | $152.6M | 11 | 2026-03-31 | → |
| 5583 | WEST ELK CAPITAL, LLC | ATLANTA | 292743 | $152.3M | 2 | 2026-03-31 | → |
| 5584 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | NORFOLK | 148459 | $152.2M | 5 | 2026-03-31 | → |
| 5585 | NORTHLANDING FINANCIAL PARTNERS, LLC | ROCHESTER | 167055 | $152.2M | 2 | 2026-03-31 | → |
| 5586 | VAN DER NOORD FINANCIAL ADVISORS, INC. | GREER | 135556 | $152.0M | 4 | 2026-01-31 | → |
| 5587 | TERRA WEALTH MANAGEMENT, LLC | HIGH POINT | 320643 | $152.0M | 13 | 2026-03-31 | → |
| 5588 | THE RENN WEALTH MANAGEMENT GROUP, INC. | ATLANTA | 117500 | $151.9M | 4 | 2026-02-28 | → |
| 5589 | H SQUARED MANAGEMENT LP | NEW YORK | 325633 | $151.9M | 5 | 2026-06-30 | → |
| 5590 | LCR WEALTH MANAGEMENT LLC | WESTPORT | 313013 | $151.8M | 3 | 2026-06-30 | → |
| 5591 | BARTLEY FINANCIAL ADVISORS, LLC | BEDFORD | 124293 | $151.6M | 5 | 2026-03-31 | → |
| 5592 | CRAMER & RAUCHEGGER, INC. | MAITLAND | 164784 | $151.4M | 4 | 2026-02-28 | → |
| 5593 | LEO FUND SERVICES, LLC | EDISON | 163259 | $151.3M | 6 | 2026-03-31 | → |
| 5594 | TWIN CITY PRIVATE WEALTH, LLC | WINSTON-SALEM | 315836 | $151.3M | 10 | 2026-03-31 | → |
| 5595 | UNIFIED WEALTH MANAGEMENT LLC | OLDSMAR | 284553 | $151.3M | 2 | 2026-03-31 | → |
| 5596 | SOUND PORTFOLIO ADVISORS, LLC | MYSTIC | 125511 | $151.1M | 3 | 2026-02-28 | → |
| 5597 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. | JACKSONVILLE | 132500 | $151.0M | 3 | 2026-06-30 | → |
| 5598 | KARANI ASSET MANAGEMENT LLC | NEW YORK | 297922 | $150.9M | 4 | 2026-03-31 | → |
| 5599 | TRADEMARK CAPITAL MANAGEMENT INC. | WATKINSVILLE | 214512 | $150.8M | 7 | 2026-03-31 | → |
| 5600 | BRIDGELIGHT FINANCIAL ADVISORS, INC | SHELTON | 139518 | $150.8M | 3 | 2026-03-31 | → |
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