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 | |
|---|---|---|---|---|---|---|---|
| 6501 | DOMAIN MONEY ADVISORS, LLC | NEW YORK | 316434 | $43.3M | 39 | 2026-05-31 | → |
| 6502 | SQUARE 1 VENTURES, LLC | DURHAM | 163231 | $43.3M | 2 | 2024-12-31 | → |
| 6503 | STUYVESANT CAPITAL MANAGEMENT CORPORATION | ARMONK | 111998 | $43.0M | 2 | 2026-03-31 | → |
| 6504 | ETERNAL CAPITAL, LLC | MIAMI | 333684 | $42.7M | 7 | 2026-06-30 | → |
| 6505 | YORKVILLE AMERICA EQUITIES, LLC | MOUNTAINSIDE | 336431 | $42.6M | 3 | 2026-03-31 | → |
| 6506 | PROSPECT CREDIT REIT ADVISOR, LLC | WEST PALM BEACH | 331345 | $42.6M | 59 | 2026-03-31 | → |
| 6507 | ARRIVAL CAPITAL MANAGEMENT LLC | NEW YORK | 126547 | $42.4M | 1 | 2026-03-31 | → |
| 6508 | SIMPLEADVISORY LLC | GARDEN CITY | 334785 | $42.1M | 3 | 2026-03-31 | → |
| 6509 | QAPITAL INVEST, LLC | NEW YORK | 283762 | $42.1M | 9 | 2026-01-31 | → |
| 6510 | HGI CAPITAL MANAGEMENT, LLC. | NEW YORK | 168303 | $41.6M | 12 | 2026-03-31 | → |
| 6511 | WGS MANAGEMENT SERVICES, INC | ROCHESTER | 270003 | $41.6M | 1 | 2026-04-30 | → |
| 6512 | ACACIA GROVE WEALTH MANAGEMENT, LLC | SCHENECTADY | 332881 | $41.6M | 1 | 2026-06-30 | → |
| 6513 | PRICAP ADVISORS LLC | NEW YORK | 159614 | $41.5M | 2 | 2026-03-31 | → |
| 6514 | NEIMAN FUNDS MANAGEMENT LLC | WILLIAMSVILLIE | 151749 | $41.2M | 3 | 2026-02-28 | → |
| 6515 | TWENTYTHREE ADVISORY LLC | NEW YORK | 332537 | $41.1M | 1 | 2026-03-31 | → |
| 6516 | GOOSE HOLLOW CAPITAL MANAGEMENT LLC | TENAFLY | 312912 | $41.0M | 4 | 2026-02-28 | → |
| 6517 | CICC INVESTMENT MANAGEMENT (USA), INC. | NEW YORK | 168014 | $41.0M | 6 | 2024-12-31 | → |
| 6518 | SAGE ASSET MANAGEMENT, L.P. | NEW YORK | 160890 | $40.8M | 2 | 2024-12-31 | → |
| 6519 | MCNEILL CAPITAL, LLC | SARATOGA SPRINGS | 154517 | $40.6M | 1 | 2026-04-30 | → |
| 6520 | O'BRIEN CAPITAL MANAGEMENT, INC. | NYACK | 136100 | $40.6M | 1 | 2026-03-31 | → |
| 6521 | ARCAP PARTNERS LLC | PLAINVIEW | 313006 | $40.5M | 3 | 2026-06-30 | → |
| 6522 | MAGELLAN FINANCIAL SOLUTIONS LLC | WARWICK | 169107 | $40.4M | 1 | 2026-03-31 | → |
| 6523 | CIO CAPITAL GROUP LLC | NEW YORK | 336490 | $40.1M | 5 | 2026-04-30 | → |
| 6524 | FOUR POINTS ADVISORS, LLC | NEW YORK | 171720 | $40.0M | 12 | 2026-04-30 | → |
| 6525 | 2201 CAPITAL, LLC | NEW YORK | 341112 | $40.0M | 3 | 2026-06-30 | → |
| 6526 | MWMG ADVISORS, LLC | NEW YORK | 338376 | $40.0M | 1 | 2026-04-30 | → |
| 6527 | MSRESS III MANAGER, L.L.C. | NEW YORK | 138602 | $39.6M | 372 | 2026-03-31 | → |
| 6528 | BEQUEST CAPITAL LLC | SARASOTA | 334768 | $39.5M | 8 | 2025-06-30 | → |
| 6529 | IHS WEALTH MANAGEMENT LLC | OYSTER BAY | 329852 | $39.4M | 2 | 2026-06-30 | → |
| 6530 | GILEAD CAPITAL LP | NEW YORK | 282023 | $39.1M | 3 | 2026-03-31 | → |
| 6531 | AMIDON & PETERSEN FINANCIALS, LLC | ALBANY | 143079 | $39.1M | 2 | 2026-03-31 | → |
| 6532 | PEAK WEALTH MANAGEMENT LLC | SARATOGA SPRINGS | 332411 | $39.0M | 1 | 2026-01-31 | → |
| 6533 | CLEARVIEW FINANCIAL PLANNING, INC. | SOUTHOLD | 291834 | $37.9M | 1 | 2026-03-31 | → |
| 6534 | TAGLICH BROTHERS, INC. | COLD SPRING HARBOR | 29102 | $37.7M | 5 | 2026-03-31 | → |
| 6535 | ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP | NEW YORK | 325768 | $37.7M | 7 | 2026-03-31 | → |
| 6536 | INVICTUS ADVISORY SERVICES LLC | BUFFALO | 312399 | $37.6M | 3 | 2026-05-31 | → |
| 6537 | HERMITAGE WEALTH MANAGEMENT, INC. | RICHMOND | 333235 | $37.5M | 14 | 2026-03-31 | → |
| 6538 | PALLADIUM HERITAGE MANAGEMENT, LLC | NEW YORK | 321623 | $37.2M | 2 | 2026-03-31 | → |
| 6539 | DISCIPLINED ALPHA LLC | BOSTON | 167254 | $36.9M | 3 | 2026-03-31 | → |
| 6540 | DARK HORSE WEALTH LLC | CAZENOVIA | 159999 | $36.6M | 1 | 2026-03-31 | → |
| 6541 | GEMCORP CAPITAL ADVISORS LLC | NEW YORK | 329386 | $36.5M | 1 | 2026-03-31 | → |
| 6542 | CONCOURSE CAPITAL ADVISORS, LLC | ATLANTA | 336424 | $36.1M | 1 | 2026-03-31 | → |
| 6543 | BERTOLET CAPITAL LLC | NEW YORK | 125121 | $35.8M | 1 | 2026-01-31 | → |
| 6544 | EUDAIMONIA WEALTH LLC | BUFFALO | 305431 | $35.8M | 1 | 2026-03-31 | → |
| 6545 | RABENOLD ADVISORS, INC. | WILLIAMSVILLE | 283882 | $35.6M | 4 | 2026-03-31 | → |
| 6546 | TAG ASSOCIATES FLORIDA LLC | NEW YORK | 325292 | $35.5M | 71 | 2026-06-30 | → |
| 6547 | GRAND SLAM ASSET MANAGEMENT, LLC | ENGLEWOOD CLIFFS | 161122 | $35.0M | 2 | 2026-03-31 | → |
| 6548 | LEATHERBACK ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 310252 | $35.0M | 1 | 2026-03-31 | → |
| 6549 | AIML TRADING PARTNERS LLC | COLD SPRING HARBOR | 331742 | $35.0M | 1 | 2025-05-31 | → |
| 6550 | WEALTHNEST CAPITAL INC. | STATEN ISLAND | 281725 | $34.9M | 2 | 2026-03-31 | → |
| 6551 | BERENBERG ASSET MANAGEMENT LLC | NEW YORK | 171274 | $34.8M | 30 | 2026-06-30 | → |
| 6552 | EMPOWER PRIVATE WEALTH | NEW YORK | 331529 | $34.5M | 3 | 2026-02-28 | → |
| 6553 | ACADEMY INVESTMENT MANAGEMENT LLC | NEW YORK | 165220 | $34.3M | — | 2024-12-31 | → |
| 6554 | WESTCHESTER CAPITAL PARTNERS, LLC | VALHALLA | 135955 | $34.2M | 0 | 2026-06-30 | → |
| 6555 | JOSEPH GUNNAR & CO., LLC | UNIONDALE | 24795 | $34.0M | 50 | 2025-04-30 | → |
| 6556 | TELSEY CONSUMER FUND MANAGEMENT LP | NEW YORK | 312514 | $33.7M | 5 | 2026-03-31 | → |
| 6557 | BENJAMIN SECURITIES, INC. | ALBANY | 7754 | $33.6M | 12 | 2025-09-30 | → |
| 6558 | R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. | SUNNY ISLES BEACH | 137788 | $33.6M | 24 | 2026-03-31 | → |
| 6559 | VIRIDIAN PE MANAGEMENT LLC | PURCHASE | 337301 | $33.2M | 6 | 2026-03-31 | → |
| 6560 | CENTER POND MANAGEMENT, L.P. | NEW YORK | 175332 | $33.2M | 5 | 2024-12-31 | → |
| 6561 | LEO WEALTH MANAGEMENT, LLC | STATEN ISLAND | 337537 | $33.0M | 1 | 2026-03-31 | → |
| 6562 | SAGE TREE WEALTH, INC. | FAIRPORT | 298951 | $32.6M | 2 | 2026-03-31 | → |
| 6563 | LUNIN-PACK PLANNING AND ADVICE, LLC | COLD SPRING | 334066 | $32.4M | 2 | 2026-03-31 | → |
| 6564 | DJA CAPITAL MANAGEMENT, LP | NEW YORK | 332825 | $32.2M | 2 | 2026-03-31 | → |
| 6565 | MAVROS CAPITAL MANAGEMENT, LLC | NEW YORK | 327785 | $32.1M | 6 | 2026-04-30 | → |
| 6566 | LEDGER ILS MANAGERS, LLC | NEW YORK | 316012 | $32.1M | 4 | 2025-06-30 | → |
| 6567 | CASTLE INVESTMENT MANAGEMENT, LLC | ALEXANDRIA | 153464 | $32.1M | 2 | 2025-06-30 | → |
| 6568 | VARIANT PERCEPTION, LLC | CHARLOTTE | 334510 | $31.9M | 1 | 2026-03-31 | → |
| 6569 | CAMBRIDGE WEALTH MANAGEMENT, LLC | CAMBRIDGE | 172938 | $31.8M | 1 | 2026-04-30 | → |
| 6570 | PROSPECT ENHANCED YIELD MANAGEMENT, LLC | WEST PALM BEACH | 335748 | $31.7M | 61 | 2026-03-31 | → |
| 6571 | AMERICAN FINANCIAL MANAGEMENT, LTD. | OWINGS MILLS | 111016 | $31.6M | 2 | 2026-02-28 | → |
| 6572 | ALPHAPARITY, LLC | NEW YORK | 166768 | $31.6M | 6 | 2024-12-31 | → |
| 6573 | KENMAR PREFERRED INVESTMENTS, LLC | NEW YORK | 226658 | $31.4M | 2 | 2026-03-31 | → |
| 6574 | THE TOKARZ GROUP ADVISERS LLC | PURCHASE | 141577 | $31.3M | 4 | 2025-03-31 | → |
| 6575 | WHIPPOORWILL ASSOCIATES INC | WHITE PLAINS | 107497 | $31.2M | 1 | 2026-03-31 | → |
| 6576 | GLADE CAPITAL MANAGEMENT LP | WEST PALM BEACH | 331475 | $31.0M | 2 | 2025-09-30 | → |
| 6577 | MARTO CAPITAL LP | NEW YORK | 283862 | $31.0M | 15 | 2024-12-31 | → |
| 6578 | TAVIO CAPITAL LLC | NEW YORK | 282993 | $31.0M | 1 | 2024-12-31 | → |
| 6579 | MANIKAY PARTNERS, LLC | NEW YORK | 157272 | $30.8M | 2 | 2026-05-31 | → |
| 6580 | WHARTON WEALTH PLANNING, LLC | NEW YORK | 319716 | $30.7M | 1 | 2026-06-30 | → |
| 6581 | INTELLIGRATION LLC | SUMMIT | 290169 | $30.6M | 9 | 2024-12-31 | → |
| 6582 | UNFCU ADVISORS LLC | LONG ISLAND CITY | 136572 | $30.4M | 4 | 2026-03-31 | → |
| 6583 | ALPHYN CAPITAL MANAGEMENT LLC | HICKSVILLE | 304390 | $30.3M | 1 | 2026-03-31 | → |
| 6584 | EMERGE CAPITAL MANAGEMENT INC. | BUFFALO | 284581 | $30.0M | 5 | 2025-06-30 | → |
| 6585 | LOTUS HOLDINGS LLC | RYE | 172638 | $30.0M | 2 | 2026-06-30 | → |
| 6586 | STOCKWELL VENTURES, LLC | NEW YORK | 323092 | $30.0M | 12 | 2026-05-31 | → |
| 6587 | CASTFIRM ADVISORS LLC | GARDEN CITY | 327519 | $30.0M | 3 | 2026-05-31 | → |
| 6588 | OLD BELLOWS PARTNERS L.P. | NEW YORK | 157569 | $30.0M | 12 | 2026-05-31 | → |
| 6589 | PORT CAPITAL MANAGEMENT LLC | MASSAPEQUA | 330252 | $29.8M | 1 | 2026-03-31 | → |
| 6590 | S. WILLIAMS CAPITAL, LLC | NEW YORK | 173204 | $29.2M | 1 | 2026-03-31 | → |
| 6591 | LAUR CAPITAL MANAGEMENT, LP | NEW YORK | 167706 | $29.0M | 1 | 2024-12-31 | → |
| 6592 | BECKETT CLARK PRIVATE WEALTH, LLC | BETHESDA | 338806 | $28.6M | 2 | 2026-03-31 | → |
| 6593 | ARDINALL INVESTMENT MANAGEMENT LP | NEW YORK | 298114 | $28.5M | 3 | 2026-03-31 | → |
| 6594 | ROSENBAUM, LANNY, KEVIN | GLENVILLE | 144985 | $28.2M | 1 | 2026-06-30 | → |
| 6595 | DOMINARI SECURITIES LLC | NEW YORK | 18975 | $28.0M | 14 | 2026-03-31 | → |
| 6596 | DELAWARE AVENUE ADVISORS INC. | BUFFALO | 160020 | $28.0M | 2 | 2026-06-30 | → |
| 6597 | DERIVATY CO | WHITE PLAINS | 310249 | $28.0M | 3 | 2026-03-31 | → |
| 6598 | EDEN ADVISORY SERVICES, LLC | ALBANY | 277083 | $27.8M | 3 | 2026-04-30 | → |
| 6599 | BRENTON POINT WEALTH ADVISORS LLC | NEW YORK | 287603 | $27.7M | 18 | 2025-08-31 | → |
| 6600 | RIVO ALTO CAPITAL FUNDING LLC | NORTH MIAMI BEACH | 162400 | $27.6M | 13 | 2025-05-31 | → |
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