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 | |
|---|---|---|---|---|---|---|---|
| 6601 | MAIDSTONE WEALTH MANAGEMENT, LLC | CAMBRIDGE | 291873 | $27.4M | 1 | 2026-03-31 | → |
| 6602 | FLATIRON FUND MANAGEMENT LP | WEST PALM BEACH | 331871 | $27.3M | 2 | 2026-04-30 | → |
| 6603 | AVRIO WEALTH LLC | NEW YORK | 337579 | $27.3M | 3 | 2026-03-31 | → |
| 6604 | ROSECLIFF CAPITAL ADVISORY LLC | NEW YORK | 305951 | $27.3M | 4 | 2026-03-31 | → |
| 6605 | JBT CAPITAL, INC | NEW YORK | 161810 | $27.3M | 5 | 2024-12-31 | → |
| 6606 | GLOBAL LISTING ACCELERATOR SECURITIES LIMITED | NEW YORK | 327603 | $27.0M | 6 | 2026-03-31 | → |
| 6607 | DDO ADVISORY SERVICES, LLC | RHINEBECK | 154944 | $26.8M | 1 | 2026-03-31 | → |
| 6608 | SAFE HARBOR ASSET MANAGEMENT, INC. | HUNTINGTON | 124787 | $26.8M | 4 | 2026-03-31 | → |
| 6609 | KARAGOSIAN FINANCIAL SERVICES, INC | CROTON ON HUDSON | 124532 | $26.8M | 1 | 2026-03-31 | → |
| 6610 | PROFIT INVESTMENT MANAGEMENT, LLC | NORTH BETHESDA | 110294 | $26.8M | 5 | 2026-03-31 | → |
| 6611 | ALTON ROAD CAPITAL, LP | VERO BEACH | 332521 | $26.6M | 2 | 2026-03-31 | → |
| 6612 | QUANTBASE, LLC | NEW YORK | 315414 | $26.6M | 2 | 2026-04-30 | → |
| 6613 | SPRING STREET WEALTH, LLC | NEW YORK | 338643 | $26.4M | 1 | 2026-03-31 | → |
| 6614 | INVESTALL, INC. | NEW YORK | 285955 | $26.2M | 17 | 2026-03-31 | → |
| 6615 | TRIAXX ASSET MANAGEMENT LLC | NEW YORK | 137140 | $26.1M | 1 | 2026-03-31 | → |
| 6616 | STEDFAST CAPITAL MANAGEMENT LLC | CANANDAIGUA | 336660 | $26.0M | 1 | 2026-03-31 | → |
| 6617 | DERRYRUSH WEALTH MANAGEMENT LLC | WEST SAYVILLE | 338575 | $25.8M | 1 | 2026-03-31 | → |
| 6618 | MAP FUNDS MANAGEMENT, LLC | MARBLEHEAD | 165979 | $25.8M | 4 | 2026-05-31 | → |
| 6619 | FINIAT, LLC | MOUNT DORA | 329094 | $25.6M | 7 | 2026-06-30 | → |
| 6620 | FRUITFUL ADVISORY, LLC | NEW YORK | 322603 | $25.2M | 44 | 2026-03-31 | → |
| 6621 | JOSEPH SASSOON INVESTMENT MANAGEMENT LLC | NEW YORK | 322215 | $25.0M | 8 | 2024-12-31 | → |
| 6622 | ALLIES CAPITAL MANAGEMENT, LLC | NEW YORK | 319640 | $25.0M | 1 | 2026-02-28 | → |
| 6623 | QUADRANT REAL ESTATE ADVISORS LLC | ALPHARETTA | 138077 | $24.9M | 2 | 2026-03-31 | → |
| 6624 | FIORILE & ASSOCIATES, LLC | SARANAC LAKE | 158733 | $24.5M | 1 | 2025-02-28 | → |
| 6625 | CANNON HILL INVESTMENT MANAGEMENT, LLC | NEW YORK | 166750 | $24.2M | 57 | 2026-06-30 | → |
| 6626 | AMERICAFIRST WEALTH MANAGEMENT, INC. | WEST HENRIETTA | 314640 | $23.4M | 3 | 2025-03-31 | → |
| 6627 | PASSIVE MANAGEMENT LLC | NEW YORK | 314627 | $22.6M | 2 | 2026-06-30 | → |
| 6628 | PRCE MANAGEMENT LLC | ALPHARETTA | 312533 | $22.2M | 5 | 2026-03-31 | → |
| 6629 | AXEL CAPITAL MANAGEMENT, LLC | NEW YORK | 151246 | $21.7M | 2 | 2026-03-31 | → |
| 6630 | NEWERA WEALTH ADVISORS, INC. | CORAL GABLES | 331612 | $21.7M | 2 | 2025-02-28 | → |
| 6631 | INNOVATION PARTNERS LLC. | CHARLOTTE | 146344 | $21.7M | 305 | 2026-03-31 | → |
| 6632 | KUAHIWI MANAGEMENT LLC | BOSTON | 334146 | $21.4M | 5 | 2025-01-31 | → |
| 6633 | SNC WEALTH MANAGEMENT LLC | PLAINSBORO | 317066 | $21.0M | 2 | 2025-03-31 | → |
| 6634 | FINANCIAL PLANNING SERVICES, INC. | FORT LAUDERDALE | 311146 | $20.0M | 2 | 2026-06-30 | → |
| 6635 | CNL FUND ADVISORS II, LLC | ORLANDO | 174178 | $19.9M | 6 | 2026-06-30 | → |
| 6636 | EDLY ADVISORS LLC | WHITE PLAINS | 328677 | $19.8M | 2 | 2025-10-31 | → |
| 6637 | THE GMS GROUP, LLC | EAST HANOVER | 8000 | $19.8M | 15 | 2026-03-31 | → |
| 6638 | HOUSE HANOVER LLC | NORTH ANDOVER | 284838 | $19.7M | 2 | 2026-03-31 | → |
| 6639 | ALPHA GROWTH MANAGEMENT LLC | DELRAY BEACH | 316760 | $19.6M | 4 | 2026-05-31 | → |
| 6640 | RYAN HERITAGE, LLP | SADDLE BROOK | 317097 | $18.8M | 7 | 2026-03-31 | → |
| 6641 | PUBLIC ADVISORS LLC | NEW YORK | 318234 | $18.8M | 44 | 2026-03-31 | → |
| 6642 | MOUNT STREET PORTFOLIO ADVISERS LLC | NEW YORK | 299192 | $18.6M | 1 | 2026-03-31 | → |
| 6643 | KAHN BROTHERS ASSET MANAGEMENT CORP | NEW YORK | 105620 | $18.5M | 6 | 2026-03-31 | → |
| 6644 | EXCELSIOR INVESTMENT ADVISORS, LLC | MELVILLE | 311850 | $18.2M | 1 | 2025-03-31 | → |
| 6645 | BARDIN HILL ARBITRAGE IC MANAGEMENT LP | NEW YORK | 169933 | $16.3M | 0 | 2025-03-31 | → |
| 6646 | SPP CREDIT ADVISORS LLC | NEW YORK | 314442 | $15.4M | 7 | 2026-03-31 | → |
| 6647 | OT ADVISORS LLC | BOCA RATON | 328812 | $15.2M | 3 | 2026-01-31 | → |
| 6648 | FWG INVESTMENT MANAGEMENT, LLC | WINTER PARK | 322394 | $14.4M | 2 | 2026-03-31 | → |
| 6649 | C4M GLOBAL ADVISORS LLC | ARLINGTON | 326942 | $13.3M | 3 | 2026-02-28 | → |
| 6650 | PEO PARTNERS, LLC | NEW YORK | 311201 | $13.3M | 8 | 2026-05-31 | → |
| 6651 | ARENE CAPITAL MANAGEMENT LP | NEW YORK | 337916 | $13.0M | 6 | 2026-06-30 | → |
| 6652 | PRIVATE CAPITAL ASSET MANAGEMENT LLC | DARIEN | 317930 | $13.0M | 4 | 2026-03-31 | → |
| 6653 | ML WEALTH LLC | NEW YORK | 289521 | $12.4M | 13 | 2026-03-31 | → |
| 6654 | NEEDHAM CAPITAL MANAGEMENT, LLC | NEW YORK | 163073 | $10.3M | 9 | 2024-12-31 | → |
| 6655 | TYPHON ADVISORS, LLC | MIAMI BEACH | 339537 | $10.0M | 3 | 2026-05-31 | → |
| 6656 | E. MAGNUS OPPENHEIM & CO. INC. | NEW YORK | 14268 | $9.5M | 1 | 2026-03-31 | → |
| 6657 | WMS PARTNERS, LLC | TOWSON | 109971 | $9.3M | 0 | 2025-06-30 | → |
| 6658 | 1787FP INVESTMENT SERVICES, LLC | MCLEAN | 328273 | $9.1M | 3 | 2026-03-31 | → |
| 6659 | PENSION PLANNING SOLUTIONS, INC. | GREENSBORO | 126393 | $9.1M | 1 | 2025-05-31 | → |
| 6660 | J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. | NEW YORK | 335439 | $9.0M | 65 | 2026-03-31 | → |
| 6661 | BLUEVINE ADVISORY LLC | JERSEY CITY | 326599 | $8.9M | 2 | 2026-06-30 | → |
| 6662 | TINICUM VENTURE PARTNERS LLC | NEW YORK | 321701 | $8.6M | 1 | 2026-03-31 | → |
| 6663 | M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC | NEW YORK | 124506 | $8.3M | 6 | 2026-03-31 | → |
| 6664 | U.S. CHERRY LLC | ST. PETERSBURG | 311564 | $8.3M | 1 | 2026-03-31 | → |
| 6665 | MASTERWORKS ADVISERS, LLC | NEW YORK | 324239 | $8.1M | 13 | 2026-03-31 | → |
| 6666 | STONECASTLE ASSET MANAGEMENT, LLC | NEW YORK | 166252 | $7.5M | 6 | 2026-03-31 | → |
| 6667 | COASTAL EQUITY MANAGEMENT, LLC | PENSACOLA | 331518 | $7.3M | 2 | 2026-03-31 | → |
| 6668 | HYPATIA CAPITAL MANAGEMENT LLC | NEW YORK | 311411 | $6.9M | 2 | 2026-03-31 | → |
| 6669 | OUTERLANDS CAPITAL MANAGEMENT, LLC | NEW YORK | 327602 | $6.9M | 6 | 2026-03-31 | → |
| 6670 | AXXES ADVISORS I LLC | CORAL GABLES | 332460 | $6.8M | 10 | 2026-04-30 | → |
| 6671 | ACORN ASSET MANAGEMENT LLC | PRINCETON | 340572 | $6.6M | 1 | 2026-06-30 | → |
| 6672 | CT INVESTMENT MANAGEMENT CO., LLC | NEW YORK | 160080 | $6.6M | 13 | 2026-03-31 | → |
| 6673 | NEWDAY FUNDS, INC. | SOUTHBURY | 174758 | $6.5M | 2 | 2026-04-30 | → |
| 6674 | ASPIRE WEALTH ADVISORY GROUP, LLC | NEW YORK | 338618 | $6.2M | 1 | 2026-03-31 | → |
| 6675 | DARROW BENTLEY LLC | DAYTONA BEACH | 334443 | $6.1M | 3 | 2026-04-30 | → |
| 6676 | LIONSHARES LLC | BROOKLYN | 335459 | $6.0M | 1 | 2026-03-31 | → |
| 6677 | SAUBERAN & COMPANY, LLC | LOCKPORT | 106317 | $5.8M | 1 | 2026-04-30 | → |
| 6678 | REVOLUT WEALTH INC. | NEW YORK | 322894 | $5.5M | 5 | 2026-02-28 | → |
| 6679 | HAVEN CAPITAL ADVISORS, LLC | CHARLOTTE | 338419 | $5.4M | 15 | 2026-06-30 | → |
| 6680 | TCG STRATEGIC INCOME ADVISOR LLC | WEST PALM BEACH | 336718 | $5.1M | 29 | 2026-03-31 | → |
| 6681 | STREETBEAT LLC | WILMINGTON | 315893 | $4.9M | 2 | 2026-03-31 | → |
| 6682 | IUR CAPITAL, LLC | MIAMI | 153630 | $4.7M | 1 | 2026-02-28 | → |
| 6683 | PROSPERA FUNDS, INC. | ISLE OF PALMS | 331765 | $4.6M | 4 | 2026-03-31 | → |
| 6684 | CENTERFIN INC. | NEW YORK | 306461 | $4.4M | 5 | 2025-08-31 | → |
| 6685 | ADLER ASSET MANAGEMENT, LLC | NEW YORK | 293512 | $4.4M | 1 | 2026-01-31 | → |
| 6686 | 21SHARES US LLC | NEW YORK | 328136 | $4.4M | 25 | 2026-03-31 | → |
| 6687 | META INVESTMENT MANAGEMENT COMPANY LLC | BROOKLYN | 312540 | $3.9M | 1 | 2026-03-31 | → |
| 6688 | INVEX NEXT, LLC | CORAL GABLES | 328201 | $3.0M | 8 | 2026-03-31 | → |
| 6689 | MSA POWER FUNDS LLC | NEW YORK | 326791 | $3.0M | 2 | 2026-03-31 | → |
| 6690 | MARSTONE LLC | PROVIDENCE | 164810 | $2.8M | 21 | 2026-03-31 | → |
| 6691 | WORTH CHARTING GROUP LLC | NEW YORK | 340328 | $2.5M | 2 | 2026-04-30 | → |
| 6692 | STACKWELL CAPITAL ADVISERS, LLC | BOSTON | 316298 | $2.3M | 17 | 2026-03-31 | → |
| 6693 | NED DAVIS RESEARCH, INC. | SARASOTA | 112260 | $2.2M | 68 | 2025-12-31 | → |
| 6694 | YOUR WEALTH CONSULTANTS | ATLANTA | 310328 | $2.1M | 1 | 2026-01-31 | → |
| 6695 | EXOS ASSET MANAGEMENT LLC | NEW YORK | 305706 | $1.9M | 24 | 2026-04-30 | → |
| 6696 | ADVISIFI LLC | ST PETERSBURG | 332477 | $1.8M | 6 | 2026-03-31 | → |
| 6697 | UPSKILL WEALTH MANAGEMENT, LLC | CORTLAND | 332762 | $1.8M | 2 | 2025-03-31 | → |
| 6698 | FUTUREMONEY RIA, LLC | MANCHESTER | 329835 | $1.6M | 9 | 2026-03-31 | → |
| 6699 | WOLVERINE INVESTMENT ADVISORS, LLC | ATLANTA | 307037 | $1.4M | 3 | 2026-05-31 | → |
| 6700 | ELPHINSTONE, INC. | NEW YORK | 311264 | $1.4M | 5 | 2026-04-30 | → |
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