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 | |
|---|---|---|---|---|---|---|---|
| 6401 | BIRCH WEALTH, INC. | ROME | 304727 | $62.1M | 3 | 2026-05-31 | → |
| 6402 | HAWKS POINT CAPITAL PARTNERS LLC | RYE BROOK | 307006 | $61.4M | 3 | 2026-03-31 | → |
| 6403 | ANCHOR CAPITAL MANAGEMENT, LLC | ITHACA | 124600 | $61.2M | 3 | 2026-04-30 | → |
| 6404 | KINEO CAPITAL LLC | NEW YORK | 315019 | $61.1M | 3 | 2026-03-31 | → |
| 6405 | IQCIO LLC | NEW YORK | 285435 | $60.9M | 2 | 2026-03-31 | → |
| 6406 | ATLA CAPITAL MANAGEMENT LLC | NEW YORK | 312501 | $60.8M | 2 | 2026-03-31 | → |
| 6407 | GRAYSCALE ADVISORS, LLC | STAMFORD | 314868 | $60.6M | 126 | 2026-06-30 | → |
| 6408 | BLACKSTONE REAL ESTATE ADVISORS V L.P. | NEW YORK | 138208 | $60.2M | 374 | 2026-03-31 | → |
| 6409 | GOLDIRON GP LLC | NEW YORK | 285239 | $60.2M | 1 | 2026-03-31 | → |
| 6410 | R & R FINANCIAL PLANNERS, INC. | EAST MEADOW | 113291 | $60.1M | 3 | 2026-03-31 | → |
| 6411 | HALO INVESTMENT SERVICES, LLC | MANHASSET | 325613 | $60.0M | 24 | 2026-03-31 | → |
| 6412 | COLLECTIVE WEALTH PARTNERS, LLC | ATLANTA | 317519 | $59.9M | 6 | 2026-06-30 | → |
| 6413 | NEWSHOLME FINANCIAL GROUP, INC | YORKTOWN HTS | 126165 | $59.9M | 2 | 2025-03-31 | → |
| 6414 | LIBERTY WEALTH MANAGERS LLC | NEW YORK | 322131 | $59.9M | 2 | 2026-03-31 | → |
| 6415 | QUANTEL ASSET MANAGEMENT LLC | NEW YORK | 311013 | $59.7M | 3 | 2026-05-31 | → |
| 6416 | NEW POTOMAC PARTNERS LLC | NORTH BETHESDA | 170061 | $59.3M | 2 | 2025-03-31 | → |
| 6417 | WYSER-PRATTE MANAGEMENT CO., INC. | BEDFORD HILLS | 106399 | $58.6M | 2 | 2026-03-31 | → |
| 6418 | CAPITAL INSIGHTS GROUP OF WNY, LLC. | BUFFALO | 282909 | $58.6M | 3 | 2026-04-30 | → |
| 6419 | HELIANTH INVESTMENT MANAGEMENT LLC | PORT CHESTER | 317326 | $58.4M | 1 | 2026-03-31 | → |
| 6420 | MUTUAL TRUST ASSET MGMT., INC. | TAMPA | 121364 | $58.4M | 4 | 2026-05-31 | → |
| 6421 | TRUCK CAPITAL MANAGEMENT LLC | NEW YORK | 164329 | $58.3M | 7 | 2026-05-31 | → |
| 6422 | BROOKS, WAYNE I | UTICA | 168816 | $57.5M | 3 | 2026-03-31 | → |
| 6423 | CYPRESS CAPITAL GROUP, INC. | PALM BEACH | 121923 | $57.5M | 7 | 2025-08-31 | → |
| 6424 | PRINCETON VALUE PARTNERS LLC | NEW YORK | 313153 | $57.4M | 2 | 2026-03-31 | → |
| 6425 | NETWORK INVESTMENT ADVISORS INCORPORATED | COMMACK | 290927 | $57.4M | 5 | 2025-04-30 | → |
| 6426 | NGC FINANCIAL, LLC | BAYSIDE | 139992 | $57.1M | 1 | 2026-06-30 | → |
| 6427 | NEWOAK ASSET MANAGEMENT LLC | NEW YORK | 172956 | $57.1M | 6 | 2026-03-31 | → |
| 6428 | HUDSON PARK MANAGEMENT, LLC | NEW YORK | 312410 | $57.0M | 2 | 2025-03-31 | → |
| 6429 | BROWN FINANCIAL MANAGEMENT GROUP, LLC | LATHAM | 282501 | $56.8M | 3 | 2025-02-28 | → |
| 6430 | MOMENT ADVISORS, LLC | NEW YORK | 325262 | $56.3M | 6 | 2026-05-31 | → |
| 6431 | SZOP MULTISTRAT MANAGEMENT LLC | NEW YORK | 317689 | $55.9M | 8 | 2026-04-30 | → |
| 6432 | SIDUS INVESTMENT MANAGEMENT, LLC | NEW YORK | 160406 | $55.1M | 4 | 2026-03-31 | → |
| 6433 | KDHB V CAPITAL MANAGEMENT, LLC | ATLANTA | 307182 | $54.8M | 1 | 2026-03-31 | → |
| 6434 | GROESBECK INVESTMENT MANAGEMENT CORP | PARAMUS | 106679 | $54.7M | 1 | 2026-03-31 | → |
| 6435 | MIANO, JOHN CHRISTOPHER | UTICA | 132484 | $54.5M | 1 | 2026-03-31 | → |
| 6436 | RENA ADVISORS LLC | PEARL RIVER | 164431 | $54.5M | 1 | 2026-02-28 | → |
| 6437 | ALPHA RIA LLC | NEW YORK | 313285 | $54.5M | 2 | 2025-03-31 | → |
| 6438 | VALOREM LLC | NEW YORK | 339215 | $54.3M | 2 | 2026-04-30 | → |
| 6439 | MAGNIFINA, LLC | BEDFORD HILLS | 306005 | $53.9M | 3 | 2026-03-31 | → |
| 6440 | INFINITY CREDIT ADVISORY, LLC | ATLANTA | 331652 | $53.5M | 1 | 2026-03-31 | → |
| 6441 | WILLINK ASSET MANAGEMENT LLC | EAST AURORA | 117622 | $53.5M | 2 | 2025-05-31 | → |
| 6442 | LT ADVISORS LLC | NEW CITY | 318920 | $53.5M | 1 | 2026-02-28 | → |
| 6443 | NUMINA CAPITAL MANAGEMENT, LLC | NEW YORK | 169973 | $53.2M | 4 | 2024-12-31 | → |
| 6444 | VISDOM INVESTMENT GROUP LLC | RYE BROOK | 327619 | $53.1M | 4 | 2026-03-31 | → |
| 6445 | KB & PARTNERS MANAGEMENT CO LLC | NEW YORK | 108105 | $52.8M | 6 | 2026-03-31 | → |
| 6446 | PULTENEY STREET CAPITAL MANAGEMENT, LLC | NEW YORK | 166988 | $52.7M | 4 | 2024-12-31 | → |
| 6447 | BLUE MARLIN HOLDCO LLC | BETHESDA | 313892 | $52.7M | 13 | 2026-03-31 | → |
| 6448 | ROOSEVELT MANAGEMENT COMPANY LLC | NEW YORK | 161605 | $52.4M | 30 | 2026-06-30 | → |
| 6449 | CAPITAL MANAGEMENT ADVISORS INC | MARIETTA | 110447 | $52.0M | 4 | 2025-12-31 | → |
| 6450 | 42 AM, LLC | NEW YORK | 339735 | $51.9M | 5 | 2026-04-30 | → |
| 6451 | STASH WEALTH, LLC | NEW YORK | 167072 | $51.7M | 3 | 2026-03-31 | → |
| 6452 | PUREVEST, LLC | STATEN ISLAND | 318332 | $51.6M | 2 | 2026-03-31 | → |
| 6453 | ALOOOLA, LLC | KINGSTON | 325090 | $51.2M | 4 | 2026-03-31 | → |
| 6454 | LEGADO WEALTH MANAGEMENT LLC | NEW YORK | 305263 | $51.0M | 1 | 2026-02-28 | → |
| 6455 | BPBI LLC | NEW YORK | 288133 | $51.0M | 2 | 2026-03-31 | → |
| 6456 | SAVICKI CAPITAL, LLC | NEW HARTFORD | 288180 | $51.0M | 2 | 2025-01-31 | → |
| 6457 | SEAWAY ADVISORS,LTD. | FAIRPORT | 149745 | $50.8M | 2 | 2026-03-31 | → |
| 6458 | ENDICOTT MANAGEMENT COMPANY | NEW YORK | 157119 | $50.8M | 5 | 2026-03-31 | → |
| 6459 | CAROSA STANTON ASSET MANAGEMENT, LLC | MENDON | 104588 | $50.7M | 3 | 2026-03-31 | → |
| 6460 | FORTE ADVISORY SERVICES,LLC | VICTOR | 317854 | $50.6M | 1 | 2026-03-31 | → |
| 6461 | PERSONAL ASSET STRATEGIES, INC. | WESTBURY | 128627 | $50.6M | 3 | 2026-06-30 | → |
| 6462 | RNC RIA LLC | BRAINTREE | 336740 | $50.6M | 15 | 2026-06-30 | → |
| 6463 | GOLDEN EAGLE STRATEGIES, LLC | DELRAY BEACH | 169362 | $50.5M | 7 | 2026-03-31 | → |
| 6464 | ENTREPRENEURSHARES LLC | BOSTON | 153615 | $50.4M | 5 | 2026-03-31 | → |
| 6465 | LOWELL ROAD ASSET MANAGEMENT, INC. | MANHASSET | 164370 | $50.3M | 2 | 2026-02-28 | → |
| 6466 | SPP CREDIT ADVISORS II LLC | NEW YORK | 323725 | $50.2M | 7 | 2026-03-31 | → |
| 6467 | ONE68 GLOBAL CAPITAL, LLC | NEW YORK | 284585 | $50.0M | 4 | 2026-03-31 | → |
| 6468 | FOXPATH CAPITAL PARTNERS LP | NEW YORK | 331708 | $50.0M | 5 | 2026-03-31 | → |
| 6469 | ALBRIGHT CAPITAL MANAGEMENT LP | ARLINGTON | 133613 | $49.8M | 7 | 2026-03-31 | → |
| 6470 | WEBULL ADVISORS LLC | ST PETERSBURG | 304881 | $48.9M | 16 | 2026-04-30 | → |
| 6471 | HUDSON VALLEY WEALTH MANAGEMENT, INC | PEARL RIVER | 146338 | $48.8M | 1 | 2026-03-31 | → |
| 6472 | KPC TERRAPIN GROUP LLC | NEW YORK | 285526 | $48.7M | 1 | 2026-03-31 | → |
| 6473 | SWARTHMORE ASSET MANAGEMENT LTD | NEW YORK | 108507 | $48.6M | 2 | 2026-02-28 | → |
| 6474 | KRANE CAPITAL MANAGEMENT, LLC | NEW YORK | 329110 | $48.4M | 50 | 2026-03-31 | → |
| 6475 | AVENTURA CAPITAL MANAGEMENT, LLC | BOCA RATON | 142478 | $48.4M | 4 | 2026-03-31 | → |
| 6476 | BYRON PLACE CAPITAL MANAGEMENT, LLC | METUCHEN | 282078 | $48.4M | 2 | 2026-03-31 | → |
| 6477 | AMERICAN WEALTH ADMINISTRATION GROUP LLC | GLEN COVE | 282683 | $48.3M | 3 | 2026-03-31 | → |
| 6478 | CNL RESIDENTIAL CREDIT MANAGER, LLC | ORLANDO | 335786 | $48.0M | 5 | 2026-06-30 | → |
| 6479 | ASA ASSET MANAGEMENT LLC | NEW YORK | 335177 | $47.6M | 15 | 2026-06-30 | → |
| 6480 | HILBERT 8, LLC | NEW YORK | 284577 | $47.2M | 4 | 2026-03-31 | → |
| 6481 | DAVIS CAPITAL ADVISORS, LLC | NEW YORK | 153496 | $46.9M | 2 | 2026-03-31 | → |
| 6482 | CBF ADVISORS, LLC | NEW YORK | 134079 | $46.6M | 8 | 2026-03-31 | → |
| 6483 | CAMBRIDGE ADVISORS, LLC | WILLIAMSVILLE | 158928 | $46.5M | 1 | 2026-03-31 | → |
| 6484 | BOERUM HILL FINANCIAL ADVISORS LLC | BROOKLYN | 288987 | $46.4M | 1 | 2026-01-31 | → |
| 6485 | SEAPORT GLOBAL ADVISORS, LLC | BOSTON | 154287 | $46.3M | 5 | 2026-03-31 | → |
| 6486 | INTEGRITY ADVISORY PARTNERS LLC | NEW YORK | 161647 | $46.1M | 2 | 2026-03-31 | → |
| 6487 | ALERA RETIREMENT ADVISORS, LLC | ROCHESTER | 155738 | $45.7M | 5 | 2025-03-31 | → |
| 6488 | QUANTESSENCE CAPITAL LLC | NEW YORK | 330051 | $45.5M | 5 | 2026-03-31 | → |
| 6489 | GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC | MIAMI | 326890 | $45.4M | 6 | 2026-05-31 | → |
| 6490 | MANENTIA WEALTH CONSULTING INC. | GREAT NECK | 333415 | $45.2M | 6 | 2025-04-30 | → |
| 6491 | CAPRA IBEX CREDIT OPPORTUNITIES, LLC | NEW YORK | 332538 | $45.1M | 8 | 2026-03-31 | → |
| 6492 | CAPRA CREDIT MANAGEMENT, LLC | NEW YORK | 281736 | $45.1M | 3 | 2026-03-31 | → |
| 6493 | COASTAL PRIVATE WEALTH MANAGEMENT LLC | NEW YORK | 327867 | $45.1M | 1 | 2026-02-28 | → |
| 6494 | LINCOLN PARK CAPITAL LLC | OLEAN | 330031 | $45.1M | 3 | 2026-04-30 | → |
| 6495 | BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC | NEW YORK | 143124 | $45.0M | 2 | 2026-03-31 | → |
| 6496 | ELKWATER CAPITAL MANAGEMENT, LLC | NEW YORK | 333963 | $44.8M | 3 | 2026-03-31 | → |
| 6497 | SAVVI FINANCIAL LLC | WALTHAM | 169196 | $44.7M | 22 | 2026-02-28 | → |
| 6498 | WINTHROP PARTNERS - WPA, LLC | BUFFALO | 282102 | $44.1M | 3 | 2026-04-30 | → |
| 6499 | TRANSPARENT WEALTH CONSULTING LLC | NEW YORK | 283193 | $43.9M | 1 | 2026-06-30 | → |
| 6500 | ACME CREDIT PARTNERS LLC | NEW YORK | 328087 | $43.8M | 5 | 2026-03-31 | → |
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