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 | |
|---|---|---|---|---|---|---|---|
| 6201 | MYLES WEALTH MANAGEMENT, LLC | FLORIDA | 169635 | $97.1M | 5 | 2025-03-31 | → |
| 6202 | STRATACORE CAPITAL MANAGEMENT, LLC | NEW YORK | 171163 | $97.0M | 2 | 2026-03-31 | → |
| 6203 | RVX ASSET MANAGEMENT LLC | AVENTURA | 282804 | $96.8M | 4 | 2026-02-28 | → |
| 6204 | UOB GLOBAL CAPITAL LLC | NEW YORK | 160659 | $96.8M | 7 | 2026-03-31 | → |
| 6205 | CAPITAL DESIGN PRIVATE WEALTH LLC | PORTSMOUTH | 300472 | $96.0M | 2 | 2026-03-31 | → |
| 6206 | EASTWARD CAPITAL PARTNERS, LLC | WEST NEWTON | 161422 | $96.0M | 12 | 2026-03-31 | → |
| 6207 | S. MUOIO & CO. LLC | NEW YORK | 155549 | $95.1M | 2 | 2026-03-31 | → |
| 6208 | NOSURIS, INC. | LYNBROOK | 160979 | $95.0M | 2 | 2026-06-30 | → |
| 6209 | MON CAPITAL MANAGEMENT LLC | NEW YORK | 333785 | $95.0M | 2 | 2026-04-30 | → |
| 6210 | LYON CAPITAL MANAGEMENT, LLC | PITTSFORD | 111311 | $94.8M | 3 | 2026-04-30 | → |
| 6211 | LION CAPITAL ADVISORS LLC | MIAMI | 305440 | $94.8M | 3 | 2026-03-31 | → |
| 6212 | WINGSPAN CAPITAL, LLC | NEW YORK | 307759 | $94.5M | 1 | 2026-03-31 | → |
| 6213 | CIRCLE N ADVISORS, LLC | FISHKILL | 271027 | $94.2M | 3 | 2026-03-31 | → |
| 6214 | BAYRIDGE FINANCIAL GROUP, INC. | ROCKVILLE CENTRE | 296831 | $94.2M | 5 | 2026-03-31 | → |
| 6215 | LUESINK FINANCIAL PLANNING LLC | NEW YORK | 147076 | $94.1M | 2 | 2026-04-30 | → |
| 6216 | GRAVITY CAPITAL MANAGEMENT LLC | NEW YORK | 137083 | $94.0M | 2 | 2026-03-31 | → |
| 6217 | TARGET ROCK WEALTH MANAGEMENT, LLC | NEW YORK | 312279 | $94.0M | 4 | 2026-04-30 | → |
| 6218 | WALNUT INVESTMENT SERVICES LLC | BROOKLYN | 113666 | $94.0M | 2 | 2026-04-30 | → |
| 6219 | HENLEY & COMPANY WEALTH MANAGEMENT LLC | UNIONDALE | 144884 | $93.9M | 6 | 2026-03-31 | → |
| 6220 | VOSS WEALTH MANAGEMENT LLC | ENDICOTT | 338916 | $93.9M | 1 | 2026-06-30 | → |
| 6221 | STATETRUST CAPITAL, LLC. | BOCA RATON | 114052 | $93.7M | 4 | 2026-03-31 | → |
| 6222 | CAPITAL Q MANAGEMENT LLC | MAITLAND | 305337 | $93.4M | 2 | 2026-02-28 | → |
| 6223 | MIDAS MANAGEMENT CORPORATION | WALPOLE | 108237 | $93.2M | 10 | 2026-02-28 | → |
| 6224 | THINKING BIG FINANCIAL INC. | BROOKLYN | 287476 | $93.0M | 2 | 2026-02-28 | → |
| 6225 | OPPENHEIMER + CLOSE, LLC | NEW YORK | 15168 | $93.0M | 5 | 2026-03-31 | → |
| 6226 | CANNON GLOBAL INVESTMENT MANAGEMENT, LLC | DAVIE | 301911 | $92.9M | 2 | 2026-03-31 | → |
| 6227 | TEKMEN WELLS LLC | NEW YORK | 168431 | $92.4M | 2 | 2026-01-31 | → |
| 6228 | FAMILY PARTNERS CAPITAL, LLC | HAMILTON | 304176 | $92.3M | 2 | 2026-03-31 | → |
| 6229 | BUFFALO FIRST WEALTH MANAGEMENT, LLC | WILLIAMSVILLE | 168937 | $91.7M | 4 | 2026-01-31 | → |
| 6230 | EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC | ALEXANDRIA | 291127 | $91.7M | 5 | 2026-04-30 | → |
| 6231 | EARTHVIEW ADVISORS LLC | MIAMI | 326565 | $91.7M | 2 | 2025-03-31 | → |
| 6232 | PURA VIDA INVESTMENTS, LLC | NEW YORK | 166703 | $91.5M | 2 | 2026-03-31 | → |
| 6233 | PEGASUS GROUP, LLC | MORRISTOWN | 113499 | $91.3M | 2 | 2026-06-30 | → |
| 6234 | NOVUS ADVISORS, LLC | GREENVILLE | 157908 | $91.3M | 5 | 2026-04-30 | → |
| 6235 | OXFORD GATE MANAGEMENT, LLC | GREENWICH | 297061 | $90.9M | 23 | 2026-03-31 | → |
| 6236 | ALGORITHMIC INVESTMENT MODELS, LLC | BOSTON | 306354 | $90.9M | 8 | 2026-05-31 | → |
| 6237 | SCHAFFER & COMPANY ASSET MANAGEMENT, INC. | JACKSONVILLE | 138463 | $90.8M | 1 | 2026-03-31 | → |
| 6238 | ARIAS RESOURCE CAPITAL MANAGEMENT LP | MIAMI | 155885 | $90.8M | 8 | 2026-04-30 | → |
| 6239 | CONRAD CAPITAL MANAGEMENT, INC. | HAUPPAUGE | 113648 | $90.7M | 3 | 2026-05-31 | → |
| 6240 | MODERN CAPITAL MANAGEMENT, CO. | MT PLEASANT | 306631 | $90.7M | 6 | 2026-03-31 | → |
| 6241 | WEATHERHELM CAPITAL MANAGEMENT LLC | CAMBRIDGE | 175019 | $90.6M | 4 | 2026-03-31 | → |
| 6242 | ALPHAQ ADVISORS LLC | WINTER PARK | 141006 | $90.6M | 2 | 2026-02-28 | → |
| 6243 | ZEST CAPITAL LLC | MIAMI | 316889 | $90.6M | 3 | 2026-03-31 | → |
| 6244 | LEE INVESTMENT MANAGEMENT LLC | SARATOGA SPRINGS | 120535 | $90.5M | 1 | 2025-02-28 | → |
| 6245 | WASHINGTON SQUARE CAPITAL MANAGEMENT LLC | NEW YORK | 150335 | $90.4M | 2 | 2026-01-31 | → |
| 6246 | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC | GAINESVILLE | 154242 | $90.3M | 4 | 2026-04-30 | → |
| 6247 | OAK CREST ADVISORY, LLC | ROCHESTER | 304255 | $90.2M | 3 | 2026-03-31 | → |
| 6248 | WEISS FINANCIAL GROUP LLC | MAHOPAC | 159331 | $90.0M | 2 | 2026-01-31 | → |
| 6249 | REDWOOD ADVISORY, LLC | NEW YORK | 322770 | $88.5M | 2 | 2026-03-31 | → |
| 6250 | GUIDANCE POINT RETIREMENT SERVICES, LLC | PORTLAND | 161000 | $88.2M | 8 | 2026-05-31 | → |
| 6251 | IVESTA CORP | NEW YORK | 337603 | $88.0M | 2 | 2026-05-31 | → |
| 6252 | LEXION CAPITAL MANAGEMENT LP | NEW YORK | 153273 | $87.9M | 4 | 2026-03-31 | → |
| 6253 | IBN FINANCIAL SERVICES, INC. | LIVERPOOL | 42360 | $87.7M | 52 | 2026-04-30 | → |
| 6254 | THE WEALTHPLAN LLC | GREAT NECK | 306820 | $87.5M | 1 | 2026-03-31 | → |
| 6255 | YEARWOOD YOUNG ADVISORS LLC | BROOKLYN | 307719 | $87.1M | 2 | 2026-03-31 | → |
| 6256 | LK FINANCIAL PLANNING LLC | NEW YORK | 160539 | $86.9M | 1 | 2026-02-28 | → |
| 6257 | SEAHORSE FINANCIAL ADVISERS INC. | MILLBROOK | 117407 | $86.7M | 1 | 2026-02-28 | → |
| 6258 | UNION STREET PARTNERS LLC | ALEXANDRIA | 156148 | $86.3M | 2 | 2026-02-28 | → |
| 6259 | EAGAN CAPITAL MANAGEMENT, LLC | FAYETTEVILLE | 126599 | $86.2M | 2 | 2026-03-31 | → |
| 6260 | MACE CAPITAL MANAGEMENT, LLC | NEW YORK | 134605 | $86.2M | 1 | 2026-02-28 | → |
| 6261 | CRITERION AFRICA PARTNERS, INC | BETHESDA | 291386 | $85.9M | 9 | 2026-03-31 | → |
| 6262 | ARROW INVESTMENT MANAGEMENT, LLC | NEW YORK | 334614 | $85.6M | 5 | 2026-03-31 | → |
| 6263 | PRIVATE EQUITY INVESTORS, INC | NEW YORK | 160559 | $85.4M | 4 | 2026-03-31 | → |
| 6264 | ATW SPAC MANAGEMENT LLC | NEW YORK | 283737 | $85.4M | 7 | 2026-04-30 | → |
| 6265 | INTERCAROLINA FINANCIAL SERVICES, INC. | GREENSBORO | 19475 | $85.4M | 29 | 2026-04-30 | → |
| 6266 | IDYLLIC PARTNERS MANAGER, LP | SLEEPY HOLLOW | 339892 | $85.0M | 1 | 2026-03-31 | → |
| 6267 | API FINANCIAL ADVISORS, LLC | ROCKLEDGE | 304586 | $84.7M | 13 | 2026-06-30 | → |
| 6268 | GROUP RMC INVESTMENT ADVISOR LLC | NEW YORK | 318504 | $84.6M | 2 | 2026-03-31 | → |
| 6269 | EREZ ASSET MANAGEMENT, LLC | NEW ROCHELLE | 332027 | $84.3M | 2 | 2026-03-31 | → |
| 6270 | COMPLETE ADVISORS PLUS LLC | VALLEY STREAM | 307127 | $84.2M | 5 | 2026-03-31 | → |
| 6271 | LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC | NEW YORK | 169980 | $84.2M | 2 | 2026-04-30 | → |
| 6272 | WESTERN NEW YORK FINANCIAL GROUP, LLC | BUFFALO | 306083 | $84.1M | 2 | 2026-03-31 | → |
| 6273 | GREYCLIFF WEALTH MANAGEMENT, LLC | NEW YORK | 307645 | $83.8M | 4 | 2026-04-30 | → |
| 6274 | DOUBLE DUTY MONEY MANAGEMENT LLC | NEW YORK | 326792 | $83.7M | 4 | 2026-01-31 | → |
| 6275 | ROUTE 20 PRIVATE WEALTH INC. | FORT LAUDERDALE | 332581 | $83.5M | 6 | 2026-03-31 | → |
| 6276 | INTER US MANAGEMENT, LLC | MIAMI | 334212 | $83.4M | 6 | 2026-03-31 | → |
| 6277 | NORTHSTAR CAPITAL FUNDS, LLC | NEW YORK | 138526 | $83.3M | 4 | 2026-03-31 | → |
| 6278 | PROXY WEALTH ADVISORS LLC | WINDERMERE | 298080 | $83.3M | 25 | 2026-04-30 | → |
| 6279 | RALPH PARKS INVESTMENT GROUP LLC | PITTSFORD | 138121 | $82.9M | 3 | 2025-09-30 | → |
| 6280 | LUMIERE FINANCIAL GROUP LLC | NEW YORK | 319171 | $82.7M | 5 | 2026-04-30 | → |
| 6281 | SONICA CAPITAL LLC | NEW YORK | 163702 | $82.6M | — | 2024-12-31 | → |
| 6282 | HYJC CAPITAL OF WNY, LLC | LAKEVILLE | 325574 | $82.6M | 2 | 2026-03-31 | → |
| 6283 | WINTHROP CAPITAL ADVISORS, LLC | BOSTON | 289487 | $82.4M | 30 | 2026-03-31 | → |
| 6284 | WINTHROP PARTNERS - EPA, LLC | BUFFALO | 282098 | $82.2M | 5 | 2026-04-30 | → |
| 6285 | L&L PARTNERS WEALTH MANAGEMENT, LLC | SUFFERN | 140077 | $81.8M | 2 | 2026-03-31 | → |
| 6286 | DUB ADVISORS LLC | NEW YORK | 315589 | $81.8M | 8 | 2026-06-30 | → |
| 6287 | BETTEREDGE CAPITAL LLC | NEW YORK | 334496 | $81.4M | 4 | 2026-06-30 | → |
| 6288 | HUNTER MICHAEL INVESTMENT ADVISORS INC | RICHMOND | 107884 | $81.2M | 1 | 2026-03-31 | → |
| 6289 | COLUCCI WEALTH MANAGEMENT LLC | BRIGHTWATERS | 338046 | $80.8M | 1 | 2026-04-30 | → |
| 6290 | MOLLOT & HARDY, INC. | AMHERST | 128377 | $80.6M | 2 | 2026-03-31 | → |
| 6291 | 1 MAIN CAPITAL MANAGEMENT, LLC | WESTPORT | 328626 | $80.5M | 2 | 2026-05-31 | → |
| 6292 | NOTTINGHAM WEALTH PARTNERS, INC. | SYRACUSE | 306971 | $80.5M | 7 | 2026-04-30 | → |
| 6293 | EVER GREEN WEALTH MANAGEMENT, LLC | VICTOR | 297459 | $80.3M | 1 | 2026-03-31 | → |
| 6294 | WHITNEY PEAK CAPITAL, LP | BOSTON | 300269 | $80.2M | 1 | 2025-03-31 | → |
| 6295 | ABERNATHY GROUP II LLC | NEW YORK | 152401 | $80.2M | 4 | 2026-03-31 | → |
| 6296 | FEDERAL PREP ADVISORS, INC. | BOHEMIA | 282663 | $80.1M | 5 | 2026-03-31 | → |
| 6297 | SEAPORT GLOBAL ASSET MANAGEMENT LLC | NEW YORK | 298944 | $80.0M | 3 | 2026-03-31 | → |
| 6298 | CRAWFORD LAKE CAPITAL MANAGEMENT, LLC | LAKEWOOD | 175132 | $80.0M | 4 | 2024-12-31 | → |
| 6299 | 2XIDEAS US INC. | NEW YORK | 328190 | $79.7M | 2 | 2026-06-30 | → |
| 6300 | MINERVA WEALTH ADVISORY LLC | NEW YORK | 282723 | $79.5M | 2 | 2026-03-31 | → |
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