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 | |
|---|---|---|---|---|---|---|---|
| 1301 | BAY CAPITAL ADVISORS, LLC | VIRGINIA BEACH | 140796 | $228.3M | 5 | 2026-03-31 | → |
| 1302 | CAMPBELL ASSET MANAGEMENT, LLC | CHATTANOOGA | 125052 | $146.0M | 4 | 2026-03-31 | → |
| 1303 | SALTMARSH FINANCIAL ADVISORS, LLC | PENSACOLA | 132248 | $356.5M | 6 | 2026-03-31 | → |
| 1304 | CAROLINA WEALTH ADVISORS, LLC | MYRTLE BEACH | 288837 | $313.4M | 6 | 2026-03-31 | → |
| 1305 | OAK HILL WEALTH ADVISORS, LLC | LANSDOWNE | 318606 | $603.2M | 10 | 2025-03-31 | → |
| 1306 | MCBREARTY CAPITAL MANAGEMENT INC | KNOXVILLE | 108972 | $279.7M | 4 | 2026-02-28 | → |
| 1307 | DORIAN EASON ASSET MANAGEMENT, LLC | MEMPHIS | 113724 | $27.1M | 1 | 2026-03-31 | → |
| 1308 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 1309 | TRUEWEALTH ADVISORS, LLC | HOOVER | 298838 | $547.5M | 21 | 2026-03-31 | → |
| 1310 | CORE COMPLIANCE GROUP, LLC | ROCK HILL | 306661 | $338.4M | 9 | 2026-03-31 | → |
| 1311 | HOLLINGSWORTH AVENT AVERRE & PURVIS, PA | RALEIGH | 118943 | $177.4M | 3 | 2026-03-31 | → |
| 1312 | FORTUNE 45, LLC. | GONZALES | 170693 | $237.7M | 5 | 2026-04-30 | → |
| 1313 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | JACKSONVILLE | 120084 | $213.5M | 5 | 2026-02-28 | → |
| 1314 | PFW ADVISORS, LLC | ATLANTA | 325119 | $393.2M | 4 | 2026-01-31 | → |
| 1315 | ALLISON INVESTMENT MANAGEMENT, LLC | COLUMBIA | 124645 | $170.4M | 2 | 2026-03-31 | → |
| 1316 | OAK BARREL WEALTH ADVISORY LLC | RESTON | 333693 | $353.7M | 3 | 2026-01-31 | → |
| 1317 | STORMS & ROWDON FINANCIAL SERVICES, INC. | ORMOND BEACH | 334690 | $141.2M | 4 | 2026-02-28 | → |
| 1318 | BELLARS HARRIS WEALTH MANAGEMENT, LLC | VIRGINIA BEACH | 338986 | $505.4M | 8 | 2026-04-30 | → |
| 1319 | APEX STRATEGIC WEALTH, LLC | CHATTANOOGA | 308569 | $292.1M | 8 | 2026-06-30 | → |
| 1320 | WINEBRENNER CAPITAL MANAGEMENT LLC | LOUISVILLE | 154708 | $260.5M | 9 | 2026-03-31 | → |
| 1321 | ARNOLD CASTELLANO AND ASSOCIATES, LLC | SHREVEPORT | 117369 | $129.5M | 14 | 2026-03-31 | → |
| 1322 | ADVOCACY FINANCIAL LLC | COVINGTON | 305954 | $103.4M | 4 | 2026-04-30 | → |
| 1323 | HUNTER MICHAEL INVESTMENT ADVISORS INC | RICHMOND | 107884 | $81.2M | 1 | 2026-03-31 | → |
| 1324 | YESKE BUIE INC. | VIENNA | 143234 | $1.07B | 17 | 2026-02-28 | → |
| 1325 | BANKPLUS WEALTH MANAGEMENT, LLC | JACKSON | 152588 | $263.8M | 19 | 2026-04-30 | → |
| 1326 | NORTHSTAR FINANCIAL PLANNERS, INC. | PLANTATION | 131507 | $311.6M | 8 | 2026-02-28 | → |
| 1327 | EUDAIMONIA ASSET MANAGEMENT, LLC | WINCHESTER | 299379 | $246.9M | 4 | 2026-03-31 | → |
| 1328 | LEE-WAY FINANCIAL SERVICES, INC | HATTIESBURG | 113983 | $132.1M | 2 | 2026-03-31 | → |
| 1329 | BNA WEALTH, INC. | ROCK HILL | 39326 | $619.8M | 8 | 2026-05-31 | → |
| 1330 | CATHY PARETO AND ASSOCIATES, INC. | CORAL GABLES | 145919 | $300.1M | 7 | 2026-06-30 | → |
| 1331 | PARRISH CAPITAL, LLC | KENNESAW | 172783 | $150.0M | 3 | 2026-03-31 | → |
| 1332 | AMJ FINANCIAL WEALTH MANAGEMENT LLC | LEESBURG | 162878 | $481.8M | 17 | 2026-03-31 | → |
| 1333 | CALAMITA WEALTH MANAGEMENT INC. | CHARLOTTE | 153316 | $138.2M | 4 | 2026-02-28 | → |
| 1334 | FUERST FINANCIAL GROUP, INC. | CHATTANOOGA | 149172 | $100.9M | 2 | 2026-06-30 | → |
| 1335 | SIMPLIFIED WEALTH MANAGEMENT, LLC | HATTIESBURG | 297059 | $225.5M | 9 | 2026-02-28 | → |
| 1336 | ROSE CAPITAL ADVISORS, LLC | MIAMI BEACH | 173054 | $608.3M | 14 | 2026-04-30 | → |
| 1337 | EDMP, INC. | LUTZ | 110248 | $147.4M | 3 | 2026-03-31 | → |
| 1338 | WARREN CAPITAL MANAGEMENT, INC. | CHARLESTON | 137449 | $131.0M | 3 | 2026-06-30 | → |
| 1339 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | ATLANTA | 126514 | $382.0M | 56 | 2026-03-31 | → |
| 1340 | QTR FAMILY WEALTH, LLC | LAKE MARY | 331655 | $749.3M | 7 | 2026-03-31 | → |
| 1341 | CLARITY FINANCIAL ADVISORS LLC | ST. PETERSBURG | 323321 | $149.5M | 9 | 2026-06-30 | → |
| 1342 | 4J WEALTH MANAGEMENT, LLC | MCLEAN | 297268 | $348.1M | 4 | 2026-03-31 | → |
| 1343 | GENESIS INVESTMENT ADVISORS, LLC | OOLTEWAH | 310878 | $112.5M | 4 | 2026-03-31 | → |
| 1344 | COMPOUND FAMILY OFFICES, LLC | SARASOTA | 298776 | $540.8M | 6 | 2026-04-30 | → |
| 1345 | TOWNSEND ASSET MANAGEMENT CORP. | RALEIGH | 108216 | $479.6M | 7 | 2026-02-28 | → |
| 1346 | KELMAN LAZAROV INC | MEMPHIS | 107727 | $894.6M | 17 | 2026-03-31 | → |
| 1347 | TRICAPITAL WEALTH MANAGEMENT, INC. | CHARLOTTE | 118788 | $132.7M | 3 | 2026-03-31 | → |
| 1348 | COBBLESTONE ASSET MANAGEMENT LLC | RICHMOND | 326545 | $258.9M | 4 | 2026-05-31 | → |
| 1349 | ADVISORS FINANCIAL, INC. | MCLEAN | 144837 | $321.2M | 7 | 2026-06-30 | → |
| 1350 | CHRONOS WEALTH MANAGEMENT, L.L.C. | CLEARWATER | 299782 | $274.0M | 3 | 2026-02-28 | → |
| 1351 | 360 FINANCIAL PARTNERS, LLC | MOUNT PLEASANT | 169280 | $206.5M | 3 | 2026-03-31 | → |
| 1352 | VICTRIX INVESTMENT ADVISORS LLC | STUART | 167517 | $343.3M | 7 | 2026-03-31 | → |
| 1353 | KUHN ADVISORS, INC. | DURHAM | 117816 | $800.8M | 8 | 2026-05-31 | → |
| 1354 | A. N. CULBERTSON & COMPANY, INC. | CHARLOTTESVILLE | 108341 | $817.8M | 9 | 2026-06-30 | → |
| 1355 | INTEGRITY RIA, LLC | LAFAYETTE | 150415 | $130.5M | 3 | 2025-07-31 | → |
| 1356 | ABOUND WEALTH MANAGEMENT, LLC | FRANKLIN | 285903 | $1.95B | 41 | 2026-06-30 | → |
| 1357 | SDR INVESTMENT MANAGEMENT, INC. | LONGWOOD | 108682 | $188.6M | 6 | 2026-03-31 | → |
| 1358 | AVENTURA PRIVATE WEALTH, LLC | AVENTURA | 332630 | $374.8M | 5 | 2026-05-31 | → |
| 1359 | OLD PEAK FINANCE LLC | CHAPEL HILL | 154804 | $714.1M | 9 | 2026-05-31 | → |
| 1360 | THE WEALTH GROUP, LTD | RALEIGH | 154106 | $160.2M | 8 | 2026-03-31 | → |
| 1361 | LONGVIEW WEALTH MANAGEMENT, INC. | ATLANTA | 136214 | $1.15B | 24 | 2026-05-31 | → |
| 1362 | THAYER FINANCIAL, L.L.C. | HICKORY | 304729 | $106.4M | 3 | 2026-02-28 | → |
| 1363 | CLARIS FINANCIAL, LLC | GLEN ALLEN | 168503 | $330.2M | 8 | 2026-03-31 | → |
| 1364 | GOLDEN ROAD ADVISORS LLC | TAMPA | 314077 | $237.7M | 4 | 2026-03-31 | → |
| 1365 | PENINSULA ASSET MANAGEMENT INC | BRADENTON | 108600 | $284.1M | 4 | 2026-03-31 | → |
| 1366 | GUTIERREZ WEALTH ADVISORY, LLC | LITTLE ROCK | 319481 | $329.3M | 4 | 2026-03-31 | → |
| 1367 | ULLMANN WEALTH PARTNERS GROUP, LLC | JACKSONVILLE BEACH | 316697 | $1.25B | 13 | 2026-03-31 | → |
| 1368 | MORI HUSTON PARTNERS LLC | MIAMI | 151260 | $241.6M | 3 | 2026-05-31 | → |
| 1369 | WELA STRATEGIES, INC. | ATLANTA | 147762 | $255.5M | 22 | 2025-03-31 | → |
| 1370 | ENTELEVEST, LLC | CORAL GABLES | 318115 | $147.0M | 3 | 2026-03-31 | → |
| 1371 | GRAHAM, BORDELON, GOLSON & GILBERT, INC. | MONROE | 104612 | $420.8M | 4 | 2026-03-31 | → |
| 1372 | QUANTUM PRIVATE WEALTH, LLC | TAMPA | 307358 | $418.0M | 6 | 2026-03-31 | → |
| 1373 | MORRIS FINANCIAL CONCEPTS, INC. | MOUNT PLEASANT | 114862 | $538.4M | 10 | 2026-03-31 | → |
| 1374 | ALLEN WEALTH MANAGEMENT, LLC | BOONE | 133038 | $664.3M | 7 | 2026-01-31 | → |
| 1375 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | BOCA RATON | 283264 | $162.1M | 4 | 2026-03-31 | → |
| 1376 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | LOUISVILLE | 324258 | $484.0M | 8 | 2026-03-31 | → |
| 1377 | COLUMN PARK ASSET MANAGEMENT, LP | COCOA BEACH | 169730 | $148.8M | 4 | 2026-03-31 | → |
| 1378 | DORIAN INVESTMENT ADVISORY LLC | MEMPHIS | 339280 | $102.6M | 1 | 2026-04-30 | → |
| 1379 | FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. | WEST PALM BEACH | 126411 | $155.5M | 2 | 2025-03-31 | → |
| 1380 | LYONS CAPITAL GROUP, LLC | SHREVEPORT | 335733 | $165.9M | 6 | 2026-06-30 | → |
| 1381 | LEGACY WEALTH ADVISORS, LLC | NORTH MIAMI BEACH | 326117 | $922.8M | 14 | 2026-03-31 | → |
| 1382 | CS ADVISORS INC. | BOCA RATON | 130729 | $118.0M | 3 | 2026-02-28 | → |
| 1383 | PW ADVISORS, LLC | TALLAHASSEE | 336499 | $131.8M | 7 | 2026-04-30 | → |
| 1384 | VERITAS INDEPENDENT PARTNERS, LLC | CONWAY | 169291 | $142.0M | 9 | 2026-03-31 | → |
| 1385 | INDEPENDENT FINANCIAL ADVISORS, INC. | NORTH LITTLE ROCK | 115798 | $134.5M | 4 | 2026-02-28 | → |
| 1386 | RICKETTS FINANCIAL, LLC | LOUISVILLE | 309381 | $314.0M | 3 | 2026-03-31 | → |
| 1387 | COMMONWEALTH FINANCIAL PLANNERS INC | ROSWELL | 106831 | $227.6M | 3 | 2026-03-31 | → |
| 1388 | BCA PRIVATE WEALTH, INC. | GREENVILLE | 140913 | $317.3M | 5 | 2026-02-28 | → |
| 1389 | THE FINANCIAL LEGACY GROUP, LLC | CHARLOTTE | 287632 | $107.3M | 3 | 2026-01-31 | → |
| 1390 | LUKEN INVESTMENT ANALYTICS, LLC | BRENTWOOD | 169008 | $292.2M | 6 | 2026-05-31 | → |
| 1391 | AMERITY WEALTH MANAGEMENT, LLC | LAKELAND | 322265 | $338.8M | 17 | 2026-06-30 | → |
| 1392 | SAUL WEALTH ADVISORS, LLC | MIAMI | 337371 | $201.5M | 4 | 2026-03-31 | → |
| 1393 | WALTON FINANCIAL | BIRMINGHAM | 331634 | $182.9M | 7 | 2026-06-30 | → |
| 1394 | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC | GAINESVILLE | 154242 | $90.3M | 4 | 2026-04-30 | → |
| 1395 | RESURGENT FINANCIAL ADVISORS LLC | ATLANTA | 299575 | $354.7M | 20 | 2026-05-31 | → |
| 1396 | MURPHY MIDDLETON HINKLE & PARKER, INC. | THOMASVILLE | 107861 | $435.3M | 4 | 2026-03-31 | → |
| 1397 | TRADEMARK CAPITAL MANAGEMENT INC. | WATKINSVILLE | 214512 | $150.8M | 7 | 2026-03-31 | → |
| 1398 | WINSTON CAPITAL MANAGEMENT LLC | ARLINGTON | 111450 | $1.15B | 9 | 2026-06-30 | → |
| 1399 | JAMES RIVER ASSET MANAGEMENT, LLC | MIDLOTHIAN | 117917 | $273.8M | 9 | 2026-03-31 | → |
| 1400 | ASSET PLANNING CORPORATION | W. PALM BEACH | 126242 | $104.4M | 5 | 2026-02-28 | → |
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