Research Report · 2026-06-30
Institutional Registered Investment Advisers in the Southeast
SEC-registered investment advisers in the Southeast ranked by reported institutional client assets.
Firms
1,766
Total AUM
$9.56T
Median AUM
$424.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | STARR-MATHEWS FINANCIAL, LLC | CALHOUN | 166199 | $158.6M | 6 | 2026-03-31 | → |
| 902 | PAUL WINKLER, INC. | GOODLETTSVILLE | 119342 | $1.28B | 22 | 2026-03-31 | → |
| 903 | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | WINSTON SALEM | 114471 | $487.1M | 7 | 2026-03-31 | → |
| 904 | KEATING INVESTMENT COUNSELORS INC | DELRAY BEACH | 110134 | $383.1M | 3 | 2026-04-30 | → |
| 905 | HOLCOMBE FINANCIAL, INC. | ATLANTA | 142238 | $451.6M | 5 | 2026-06-30 | → |
| 906 | ACCESS WEALTH MANAGEMENT, INC. | LOUISVILLE | 281616 | $319.0M | 5 | 2025-06-30 | → |
| 907 | VISIONARY HORIZONS, LLC | KNOXVILLE | 150483 | $396.7M | 12 | 2026-05-31 | → |
| 908 | TASSEL CAPITAL MANAGEMENT, INC. | MATTHEWS | 121112 | $266.0M | 5 | 2026-01-31 | → |
| 909 | RUSSELL CAPITAL MANAGEMENT, LLC | LEXINGTON | 109513 | $275.0M | 4 | 2026-04-30 | → |
| 910 | CRESCENT STERLING LTD | METAIRIE | 106633 | $210.2M | 7 | 2026-03-31 | → |
| 911 | DISCIPLINED EQUITY MANAGEMENT, INC. | NEPTUNE BEACH | 129436 | $521.0M | 4 | 2026-02-28 | → |
| 912 | BEACON HARBOR WEALTH ADVISORS, INC. | VIRGINIA BEACH | 300243 | $608.3M | 8 | 2026-02-28 | → |
| 913 | ANSON CAPITAL, INC. | TYRONE | 131416 | $242.2M | 5 | 2026-02-28 | → |
| 914 | ACCESS WEALTH MANAGEMENT, LLC | LOUISVILLE | 339285 | $357.7M | 5 | 2026-04-30 | → |
| 915 | NORRIS FINANCIAL GROUP, LLC | GREENVILLE | 129422 | $353.0M | 6 | 2026-03-31 | → |
| 916 | CAPITAL MARKET STRATEGIES LLC | PALM BEACH GARDENS | 286579 | $267.0M | 5 | 2025-03-31 | → |
| 917 | RFP FINANCIAL GROUP, LLC | ATLANTA | 293206 | $192.0M | 3 | 2026-03-31 | → |
| 918 | FINANCIAL INNOVATIONS, LLC | ATLANTA | 142769 | $535.2M | 2 | 2026-03-31 | → |
| 919 | TOTH FINANCIAL ADVISORY CORP | LEESBURG | 104952 | $1.15B | 18 | 2026-03-31 | → |
| 920 | PACIFIC FINANCIAL GROUP INC | NASHVILLE | 105203 | $5.07B | 62 | 2026-05-31 | → |
| 921 | TOUNJIAN ADVISORY PARTNERS LLC | FORT MYERS | 329635 | $675.5M | 10 | 2026-03-31 | → |
| 922 | FINIAT, LLC | MOUNT DORA | 329094 | $25.6M | 7 | 2026-06-30 | → |
| 923 | FSA INVESTMENT GROUP, LLC | PENSACOLA | 163641 | $761.8M | 12 | 2026-05-31 | → |
| 924 | TIEMPO CAPITAL PARTNERS, LLC | MIAMI | 329367 | $911.0M | 7 | 2026-06-30 | → |
| 925 | MARIACA WEALTH MANAGEMENT, LLC | WELLINGTON | 164001 | $251.1M | 6 | 2026-03-31 | → |
| 926 | ITRUST ASSET MANAGEMENT, LLC | LEXINGTON | 164193 | $211.9M | 4 | 2026-03-31 | → |
| 927 | DOCK STREET ASSET MANAGEMENT INC | PALM BEACH | 111163 | $1.11B | 6 | 2026-03-31 | → |
| 928 | GEORGIA WEALTH PARTNERS, LLC | GRIFFIN | 314602 | $157.5M | 4 | 2026-03-31 | → |
| 929 | MUSTARD SEED FINANCIAL, LLC | MAGNOLIA | 117737 | $449.4M | 10 | 2026-03-31 | → |
| 930 | WESTBOURNE INVESTMENTS, INC. | ALEXANDRIA | 37499 | $276.4M | 7 | 2026-03-31 | → |
| 931 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC | CHARLESTON | 327001 | $322.0M | 4 | 2026-06-30 | → |
| 932 | SBK FINANCIAL, INC. | RICHMOND | 132513 | $1.54B | 18 | 2026-03-31 | → |
| 933 | FLAVIN FINANCIAL SERVICES, INC. | MELBOURNE | 144473 | $205.0M | 4 | 2026-02-28 | → |
| 934 | QUADRANT REAL ESTATE ADVISORS LLC | ALPHARETTA | 138077 | $24.9M | 2 | 2026-03-31 | → |
| 935 | APEX CAPITAL MANAGEMENT, L.L.C. | LAFAYETTE | 117059 | $225.2M | 7 | 2026-03-31 | → |
| 936 | GREATMARK INVESTMENT PARTNERS, INC. | COLUMBUS | 105267 | $1.02B | 7 | 2026-03-31 | → |
| 937 | SHELLMAN INVESTMENT MANAGEMENT, LLC | CORAL GABLES | 316579 | $209.6M | 4 | 2026-03-31 | → |
| 938 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC | RALEIGH | 148156 | $1.29B | 14 | 2026-02-28 | → |
| 939 | CJM WEALTH ADVISERS, LTD. | FALLS CHURCH | 107750 | $1.47B | 13 | 2026-06-30 | → |
| 940 | STONEX INTERNATIONAL ADVISORS INC | MIAMI | 153799 | $106.7M | 15 | 2026-05-31 | → |
| 941 | UNITED BROKERAGE SERVICES, INC | PARKERSBURG | 39062 | $372.3M | 95 | 2026-04-30 | → |
| 942 | SANDHILL WEALTH MANAGEMENT, INC. | WINTER PARK | 291649 | $118.5M | 2 | 2026-03-31 | → |
| 943 | HC ADVISORS LLC | SANDY SPRINGS | 165200 | $500.2M | 8 | 2026-03-31 | → |
| 944 | ALPHAMARK ADVISORS, LLC | FT. WRIGHT | 109366 | $405.8M | 5 | 2025-03-31 | → |
| 945 | STATETRUST CAPITAL, LLC. | BOCA RATON | 114052 | $93.7M | 4 | 2026-03-31 | → |
| 946 | TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. | SIGNAL MOUNTAIN | 113586 | $277.3M | 2 | 2026-03-31 | → |
| 947 | N.D. PITMAN & COMPANY, INC. | MOBILE | 121180 | $160.4M | 2 | 2025-03-31 | → |
| 948 | MNS FINANCIAL MANAGEMENT, L.L.C. | FORT MYERS | 116604 | $489.2M | 9 | 2026-04-30 | → |
| 949 | BUTENSKY & COHEN FINANCIAL SECURITY INC | PONTE VEDRA BEACH | 110295 | $626.0M | 12 | 2026-01-31 | → |
| 950 | CLARITAS CAPITAL MANAGEMENT SERVICES, INC. | NASHVILLE | 329689 | $814.0M | 10 | 2026-03-31 | → |
| 951 | FOGEL CAPITAL MANAGEMENT INC | STUART | 108212 | $436.7M | 11 | 2026-03-31 | → |
| 952 | BOOMFISH WEALTH GROUP, LLC | ALPHARETTA | 159201 | $214.4M | 13 | 2026-03-31 | → |
| 953 | TRADEWINDS, LLC | RALEIGH | 316415 | $659.4M | 12 | 2026-03-31 | → |
| 954 | SPARTAN PLANNING & WEALTH MANAGEMENT, LLC | GREENSBORO | 166599 | $383.7M | 5 | 2026-03-31 | → |
| 955 | PRINCIPLED WEALTH ADVISORS, LLC | COVINGTON | 138143 | $252.1M | 5 | 2026-06-30 | → |
| 956 | SALOMON AND LUDWIN, LLC | RICHMOND | 292456 | $1.34B | 12 | 2026-05-31 | → |
| 957 | OWEN LARUE, LLC | ELIZABETHTOWN | 289436 | $458.9M | 7 | 2026-03-31 | → |
| 958 | MARMO FINANCIAL GROUP, LLC | JOHNSON CITY | 143816 | $295.2M | 9 | 2026-03-31 | → |
| 959 | PHOENIX WEALTH ADVISORS INC. | CHAPEL HILL | 118412 | $641.4M | 8 | 2026-02-28 | → |
| 960 | CLEARWELL ADVISORS, LLC | TAMPA | 306186 | $413.5M | 9 | 2026-04-30 | → |
| 961 | MAROTTA ASSET MANAGEMENT, INC. | CHARLOTTESVILLE | 115645 | $686.0M | 16 | 2026-03-31 | → |
| 962 | FIDUCIARY FAMILY OFFICE, LLC | BOCA RATON | 326990 | $747.7M | 3 | 2026-03-31 | → |
| 963 | GREENWOOD PINE PARTNERS, LLC | MEMPHIS | 314679 | $22.9M | 29 | 2026-03-31 | → |
| 964 | MILLER VALUE PARTNERS, LLC | SARASOTA | 110632 | $418.2M | 5 | 2026-03-31 | → |
| 965 | HAVEN PRIVATE, LLC | ORLANDO | 329012 | $428.1M | 6 | 2026-04-30 | → |
| 966 | SERVATUS CAPITAL, LLC | NAPLES | 311428 | $110.1M | 2 | 2026-03-31 | → |
| 967 | MADDEN ADVISORY SERVICES, INC. | JACKSONVILLE | 112607 | $291.7M | 5 | 2026-05-31 | → |
| 968 | GUERRA ADVISORS INC. | MIAMI | 282409 | $406.2M | 12 | 2026-03-31 | → |
| 969 | HIGHLAND INVESTMENT ADVISORS LLC | PONTE VEDRA | 141694 | $368.3M | 11 | 2026-06-30 | → |
| 970 | COQUINA PRIVATE WEALTH LLC | PORT CHARLOTTE | 333615 | $417.6M | 12 | 2026-02-28 | → |
| 971 | CAPITAL SQUARE, LLC | ATHENS | 286098 | $449.9M | 11 | 2026-05-31 | → |
| 972 | DUDLEY CAPITAL MANAGEMENT LLC | MIDDLEBURG | 282958 | $291.7M | 3 | 2026-04-30 | → |
| 973 | ASHDON INVESTMENT MANAGEMENT, LLC | TULLAHOMA | 130180 | $425.1M | 6 | 2026-03-31 | → |
| 974 | ROYAL FUND MANAGEMENT, LLC | LADY LAKE | 144434 | $1.56B | 93 | 2026-05-31 | → |
| 975 | KFA PRIVATE WEALTH GROUP, LLC | TYSON | 281678 | $830.0M | 11 | 2026-03-31 | → |
| 976 | CASSIA CAPITAL PARTNERS LLC | WINSTON SALEM | 159911 | $251.2M | 5 | 2026-02-28 | → |
| 977 | PEAKVALLEY WEALTH, LLC | ROANOKE | 165542 | $130.3M | 4 | 2026-02-28 | → |
| 978 | PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) | SHREVEPORT | 109965 | $156.4M | 2 | 2026-03-31 | → |
| 979 | HALL RETIREMENT PLANNING SERVICES, LLC | KNOXVILLE | 289847 | $246.0M | 6 | 2026-03-31 | → |
| 980 | CARSON ADVISORY, INC. | ATHENS | 117410 | $864.9M | 7 | 2026-04-30 | → |
| 981 | ASPECT PARTNERS, LLC | FAIRFAX | 307273 | $418.2M | 8 | 2026-04-30 | → |
| 982 | GREENLINE WEALTH MANAGEMENT LLC | BOCA RATON | 298397 | $117.0M | 6 | 2026-04-30 | → |
| 983 | CONCURRENT INVESTMENT ADVISORS, LLC | TAMPA | 323135 | $15.73B | 188 | 2026-06-30 | → |
| 984 | BALLAST ROCK PRIVATE WEALTH LLC | CHARLESTON | 322064 | $405.7M | 9 | 2026-03-31 | → |
| 985 | RESTON WEALTH MANAGEMENT, LLC. | RESTON | 148816 | $589.9M | 8 | 2026-03-31 | → |
| 986 | NAVIGATE WEALTH MANAGEMENT, LLC | BIRMINGHAM | 173770 | $429.6M | 8 | 2026-04-30 | → |
| 987 | QUESTMONT VIRTUAL FAMILY OFFICE, LLC | TAMPA | 335307 | $435.6M | 9 | 2026-03-31 | → |
| 988 | RUGGIERO INVESTMENTS, INC. | WEST PALM BEACH | 169180 | $137.6M | 5 | 2026-03-31 | → |
| 989 | INTEGRA WEALTH, LLC | CHATTANOOGA | 149999 | $116.5M | 2 | 2026-05-31 | → |
| 990 | COLARION LLC | MOUNTAIN BROOK | 284588 | $188.3M | 3 | 2026-03-31 | → |
| 991 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | CORAL GABLES | 144601 | $121.9M | 17 | 2025-10-31 | → |
| 992 | SCALA CAPITAL LLC | MIAMI | 156165 | $380.5M | 12 | 2026-01-31 | → |
| 993 | MTM INVESTMENT MANAGEMENT, LLC | SPARTANBURG | 297500 | $678.1M | 8 | 2026-03-31 | → |
| 994 | FIRST CITIZENS INVESTOR SERVICES, INC. | RALEIGH | 44430 | $2.63B | 352 | 2026-05-31 | → |
| 995 | HILTON HEAD CAPITAL PARTNERS, LLC | HILTON HEAD ISLAND | 299375 | $409.5M | 6 | 2026-03-31 | → |
| 996 | WALSH & ASSOCIATES, LLC | SARASOTA | 144441 | $827.7M | 15 | 2026-03-31 | → |
| 997 | CHECKS & BALANCES, INC. | ATLANTA | 112145 | $251.1M | 1 | 2026-01-31 | → |
| 998 | ONEASCENT WEALTH MANAGEMENT LLC | BIRMINGHAM | 308057 | $475.6M | 23 | 2026-04-30 | → |
| 999 | IMPACT PARTNERSHIP WEALTH, LLC | MARIETTA | 313928 | $2.96B | 100 | 2026-03-31 | → |
| 1000 | PRIVATE WEALTH GROUP, LLC | TAMPA | 128560 | $274.0M | 2 | 2026-04-30 | → |
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