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 | |
|---|---|---|---|---|---|---|---|
| 1201 | MATERETSKY FINANCIAL GROUP, INC. | BOYNTON BEACH | 292353 | $720.8M | 9 | 2026-03-31 | → |
| 1202 | WEALTH ENGAGEMENT LLC | ATLANTA | 310438 | $105.0M | 3 | 2026-06-30 | → |
| 1203 | STEIGERWALD, GORDON & KOCH INC. | LEESBURG | 111685 | $1.32B | 16 | 2026-04-30 | → |
| 1204 | THE AMBRUS GROUP LLC | TAMPA | 316761 | $485.1M | 5 | 2026-05-31 | → |
| 1205 | CHESAPEAKE INVESTMENT MANAGEMENT LLC | MCLEAN | 119010 | $205.0M | 7 | 2026-03-31 | → |
| 1206 | CAPITAL MANAGEMENT ADVISORS INC | MARIETTA | 110447 | $52.0M | 4 | 2025-12-31 | → |
| 1207 | MERITED WEALTH, LLC | NORTH BAY VILLAGE | 299549 | $186.1M | 8 | 2026-06-30 | → |
| 1208 | BENEDICT FINANCIAL ADVISORS, INC. | ATLANTA | 116690 | $529.4M | 7 | 2026-03-31 | → |
| 1209 | MAGNATE ADVISORY SERVICES, LLC | LOUISVILLE | 283056 | $314.1M | 7 | 2026-03-31 | → |
| 1210 | FRUGE' CAPITAL ADVISORS, LLC | OXFORD | 149447 | $141.2M | 2 | 2026-05-31 | → |
| 1211 | CENTERLINE WEALTH ADVISORS, LLC | LOUISVILLE | 164485 | $326.0M | 8 | 2026-02-28 | → |
| 1212 | GRIFFITH & WERNER, INC. | CANTON | 136380 | $218.6M | 4 | 2026-05-31 | → |
| 1213 | MWA INVESTMENTS, LLC | WHITE STONE | 156685 | $250.4M | 1 | 2026-03-31 | → |
| 1214 | FOREST CAPITAL OPERATING COMPANY LLC | CONCORD | 325514 | $143.2M | 4 | 2026-01-31 | → |
| 1215 | AHL INVESTMENT MANAGEMENT, INC. | WINTER PARK | 120593 | $200.0M | 3 | 2025-01-31 | → |
| 1216 | THE CAVANAUGH GROUP INC | KIAWAH ISLAND | 105931 | $485.7M | 2 | 2026-06-30 | → |
| 1217 | BUSH INVESTMENT GROUP, LLC | VALDOSTA | 304262 | $258.4M | 12 | 2026-02-28 | → |
| 1218 | ASSET PLANNING SERVICES INC | COVINGTON | 104715 | $365.6M | 5 | 2026-02-28 | → |
| 1219 | IPSEN ADVISOR GROUP LLC | LITTLE ROCK | 318010 | $236.1M | 5 | 2026-03-31 | → |
| 1220 | SPECTRUM FINANCIAL INC | VIRGINIA BEACH | 105618 | $236.5M | 9 | 2026-03-31 | → |
| 1221 | TRUVESTMENTS CAPITAL LLC | SARASOTA | 291297 | $660.8M | 17 | 2026-03-31 | → |
| 1222 | SHANNON T. PITNER AND COMPANY | INDIALANTIC | 311853 | $107.9M | 2 | 2026-03-31 | → |
| 1223 | BROGAN FINANCIAL, INC. | KNOXVILLE | 133623 | $577.0M | 31 | 2026-03-31 | → |
| 1224 | ROSSBY FINANCIAL, LLC | MELBOURNE | 324631 | $854.8M | 7 | 2026-05-31 | → |
| 1225 | MENDON CAPITAL ADVISORS CORP | KEY LARGO | 113058 | $253.8M | 4 | 2026-03-31 | → |
| 1226 | THE WEALTH ADVISORY TEAM, LLC | BELLEVUE | 124957 | $147.0M | 6 | 2026-02-28 | → |
| 1227 | PROXY WEALTH ADVISORS LLC | WINDERMERE | 298080 | $83.3M | 25 | 2026-04-30 | → |
| 1228 | TREASURE COAST FINANCIAL PLANNING, INC. | VERO BEACH | 166684 | $241.5M | 6 | 2026-03-31 | → |
| 1229 | NOCTUA INTERNATIONAL WMG, LLC | MIAMI | 151170 | $474.5M | 7 | 2026-03-31 | → |
| 1230 | EXODUS WEALTH, LLC | FORT LAUDERDALE | 174328 | $483.6M | 53 | 2026-06-30 | → |
| 1231 | PARTNERS IN FINANCIAL PLANNING, LLC | SALEM | 151980 | $913.6M | 14 | 2026-03-31 | → |
| 1232 | ACTIV8 FAMILY OFFICE LLC | MCLEAN | 337753 | $1.54B | 21 | 2026-03-31 | → |
| 1233 | PRIVATE WEALTH MANAGEMENT, INC. | MEMPHIS | 120823 | $832.5M | 4 | 2026-03-31 | → |
| 1234 | RALICKI & COMPANY, P.A. | STUART | 141192 | $129.0M | 3 | 2026-03-31 | → |
| 1235 | TRUEHAVEN CAPITAL, LLC | FRANKLIN | 332005 | $62.3M | 2 | 2026-06-30 | → |
| 1236 | NORTON CAPITAL MANAGEMENT, INC. | HENRICO | 110398 | $136.6M | 6 | 2025-09-30 | → |
| 1237 | STRUCTURE WEALTH PARTNERS LLC | ORLANDO | 338538 | $68.2M | 1 | 2026-03-31 | → |
| 1238 | PFG PRIVATE WEALTH MANAGEMENT, LLC | LUTZ | 282301 | $289.0M | 7 | 2026-03-31 | → |
| 1239 | WYNN CAPITAL LLC | AUGUSTA | 281291 | $320.2M | 4 | 2026-04-30 | → |
| 1240 | FRAZEE INVESTMENT CONSULTING, INC. | MEMPHIS | 123662 | $195.5M | 3 | 2026-02-28 | → |
| 1241 | SANDS CAPITAL HORIZONS, LLC | ARLINGTON | 335568 | $466.9M | 4 | 2026-03-31 | → |
| 1242 | ALLEGIANCE FINANCIAL ADVISORS, INC. | JACKSONVILLE | 127293 | $181.9M | 7 | 2026-02-28 | → |
| 1243 | INVESTMENT MANAGEMENT CORPORATION | ROANOKE | 107246 | $191.2M | 6 | 2026-02-28 | → |
| 1244 | BEACON FINANCIAL STRATEGIES CORP. | RALEIGH | 132987 | $309.4M | 7 | 2026-02-28 | → |
| 1245 | INTREPID CAPITAL MANAGEMENT INC | JACKSONVILLE BEACH | 108516 | $1.62B | 16 | 2026-05-31 | → |
| 1246 | FELLOWSHIP INVESTMENT ADVISORS, LLC | MAITLAND | 154103 | $175.9M | 7 | 2026-03-31 | → |
| 1247 | JOULE FINANCIAL, LLC | LEXINGTON | 320791 | $478.6M | 8 | 2026-03-31 | → |
| 1248 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
| 1249 | WILLIAM B. WALKUP & ASSOCIATES, INC. | COLUMBIA | 135533 | $178.3M | 4 | 2026-03-31 | → |
| 1250 | GHE, LLC | MEMPHIS | 125245 | $252.6M | 3 | 2026-06-30 | → |
| 1251 | POPE ASSET MANAGEMENT, LLC | MEMPHIS | 113584 | $114.8M | 3 | 2026-03-31 | → |
| 1252 | SOUTHERN CAPITAL ADVISORS, LLC | JACKSON | 292275 | $636.9M | 6 | 2026-05-31 | → |
| 1253 | OCTAGON FINANCIAL SERVICES INC | MCLEAN | 107335 | $1.36B | 24 | 2025-03-31 | → |
| 1254 | QFC ADVISORY LLC | MARYVILLE | 118886 | $128.8M | 4 | 2026-06-30 | → |
| 1255 | CHARLESTON FINANCIAL ADVISORS, LLC | CHARLESTON | 137536 | $262.4M | 5 | 2026-03-31 | → |
| 1256 | H. S. DREHER CAPITAL MANAGEMENT, LLC | SOUTHERN PINES | 104537 | $148.2M | 2 | 2026-02-28 | → |
| 1257 | DECKER WEALTH MANAGEMENT, LLC | NASHVILLE | 150094 | $566.2M | 7 | 2026-03-31 | → |
| 1258 | NORTHBRIDGE FINANCIAL GROUP, LLC | TAMPA | 310394 | $413.1M | 11 | 2026-02-28 | → |
| 1259 | SCHORN WEALTH, LLC | ENGLEWOOD | 304104 | $367.8M | 12 | 2026-02-28 | → |
| 1260 | FWG HOLDINGS, LLC | WINTER PARK | 308968 | $439.1M | 14 | 2026-03-31 | → |
| 1261 | HANCOCK WHITNEY INVESTMENT SERVICES INC. | NEW ORLEANS | 40637 | $306.1M | 49 | 2026-03-31 | → |
| 1262 | OCEANSIDE ADVISORS LLC | MOUNT PLEASANT | 170307 | $191.3M | 5 | 2026-02-28 | → |
| 1263 | FAIRVOY PRIVATE WEALTH, LLC | BIRMINGHAM | 329636 | $605.1M | 8 | 2026-03-31 | → |
| 1264 | CLIO ASSET MANAGEMENT LLC | CHARLOTTESVILLE | 298041 | $121.8M | 1 | 2026-05-31 | → |
| 1265 | HUDSON VALUE PARTNERS, LLC | PALM BEACH | 301325 | $678.3M | 4 | 2026-06-30 | → |
| 1266 | GRAND CENTRAL INVESTMENT GROUP, LLC | TAMPA | 172537 | $196.2M | 5 | 2026-06-30 | → |
| 1267 | PRIVATE CLIENT SERVICES, LLC | LOUISVILLE | 120222 | $1.38B | 60 | 2026-03-31 | → |
| 1268 | WIN ADVISORS, INC | PALM BEACH GARDENS | 300351 | $266.8M | 4 | 2026-03-31 | → |
| 1269 | TILIA FIDUCIARY PARTNERS, INC. | WILMINGTON | 157852 | $403.7M | 8 | 2026-05-31 | → |
| 1270 | ACIMA PRIVATE WEALTH LLC | RICHMOND | 281496 | $420.4M | 7 | 2026-04-30 | → |
| 1271 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | SAVANNAH | 126942 | $258.7M | 5 | 2026-01-31 | → |
| 1272 | RALEIGH CAPITAL MANAGEMENT INC. | CARY | 149538 | $397.8M | 20 | 2026-06-30 | → |
| 1273 | CYPRESS CAPITAL, LLC | FRANKLIN | 171266 | $426.0M | 12 | 2026-03-31 | → |
| 1274 | COVEY CAPITAL ADVISORS, LLC | ATLANTA | 151978 | $156.5M | 1 | 2026-02-28 | → |
| 1275 | HERMITAGE WEALTH MANAGEMENT, INC. | RICHMOND | 333235 | $37.5M | 14 | 2026-03-31 | → |
| 1276 | PRIMORIS WEALTH ADVISORS, LLC | NORTH PALM BEACH | 125567 | $230.0M | 7 | 2026-03-31 | → |
| 1277 | BOGART WEALTH, LLC | MCLEAN | 283886 | $3.19B | 50 | 2026-03-31 | → |
| 1278 | SPRAKER WEST WEALTH MANAGEMENT, INC | WINTER PARK | 147075 | $265.3M | 6 | 2026-03-31 | → |
| 1279 | NEW PERSPECTIVES, INC. | RIDGELAND | 113925 | $308.7M | 8 | 2026-03-31 | → |
| 1280 | IA NETWORK, LLC | CHARLOTTE | 319096 | $199.5M | 5 | 2026-03-31 | → |
| 1281 | FLP WEALTH MANAGEMENT, LLC | BENTONVILLE | 294277 | $169.1M | 3 | 2026-04-30 | → |
| 1282 | 1650 WEALTH MANAGEMENT, LLC | LIGHTHOUSE POINT | 152985 | $119.7M | 1 | 2026-03-31 | → |
| 1283 | PARK SQUARE FINANCIAL GROUP, LLC | ROSWELL | 332268 | $218.6M | 5 | 2026-04-30 | → |
| 1284 | RICHARD YOUNG ASSOCIATES, LTD. | AUGUSTA | 126124 | $1.20B | 16 | 2026-02-28 | → |
| 1285 | RBG WEALTH ADVISORS LLC | MEMPHIS | 319486 | $154.8M | 4 | 2026-03-31 | → |
| 1286 | INTENTIONAL, LLC | FORT MILL | 318570 | $175.8M | 3 | 2026-06-30 | → |
| 1287 | HOXTON PLANNING & MANAGEMENT, LLC | SHEPHERDSTOWN | 319087 | $591.5M | 8 | 2026-03-31 | → |
| 1288 | GOODWIN INVESTMENT ADVISORY, LLC | WOODSTOCK | 131193 | $397.0M | 13 | 2026-03-31 | → |
| 1289 | U.S. CHERRY LLC | ST. PETERSBURG | 311564 | $8.3M | 1 | 2026-03-31 | → |
| 1290 | GUILBAULT CAPITAL LLC | METAIRIE | 331160 | $303.8M | 3 | 2026-03-31 | → |
| 1291 | CASSEDY FINANCIAL GROUP, INC. | TAMPA | 111446 | $248.4M | 4 | 2026-03-31 | → |
| 1292 | BMSS WESSON WEALTH SOLUTIONS, LLC | BIRMINGHAM | 282792 | $704.0M | 11 | 2026-03-31 | → |
| 1293 | PAULSON WEALTH MANAGEMENT INC. | WEST PALM BEACH | 150374 | $558.9M | 11 | 2026-03-31 | → |
| 1294 | COPPERLEAF CAPITAL, LLC | CLOVER | 117823 | $281.6M | 7 | 2026-06-30 | → |
| 1295 | ABACUS FCF ADVISORS LLC | ORLANDO | 135152 | $642.6M | 5 | 2026-06-30 | → |
| 1296 | MAUNEY-PITT FINANCIAL MANAGEMENT, INC. | SHELBY | 337870 | $418.0M | 6 | 2026-05-31 | → |
| 1297 | CAPSTONE WEALTH MANAGEMENT, LLC | TUSCALOOSA | 118296 | $416.1M | 8 | 2026-03-31 | → |
| 1298 | BR CAPITAL ADVISORS LLC | CORAL GABLES | 310003 | $568.4M | 6 | 2026-03-31 | → |
| 1299 | FUSCO FINANCIAL SERVICES INC | WILTON MANORS | 106841 | $159.3M | 2 | 2026-01-31 | → |
| 1300 | CORNERSTONE PLANNING, LLC | CHARLOTTE | 166886 | $485.9M | 13 | 2026-02-28 | → |
Related Lists
Sleeve1,766 firms · 2026-06-30