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 | |
|---|---|---|---|---|---|---|---|
| 1501 | FULLY FINANCIAL, LLC | ATHENS | 326015 | $111.1M | 3 | 2026-06-30 | → |
| 1502 | ENHANCED CAPITAL PARTNERS, LLC | NEW ORLEANS | 170236 | $785.9M | 37 | 2026-05-31 | → |
| 1503 | HULSEY CAPITAL MANAGEMENT, INC. | HEBER SPRINGS | 116183 | $113.2M | 1 | 2026-03-31 | → |
| 1504 | HUTCHINSON FINANCIAL ADVISORS, INC | GLEN ALLEN | 116062 | $120.9M | 4 | 2025-05-31 | → |
| 1505 | ADG WEALTH MANAGEMENT GROUP, LLC | METAIRIE | 132341 | $336.3M | 4 | 2026-02-28 | → |
| 1506 | AVANT CAPITAL, LLC | LAFAYETTE | 167961 | $176.2M | 5 | 2026-04-30 | → |
| 1507 | T.M. WEALTH MANAGEMENT, LLC | RESTON | 287965 | $209.8M | 6 | 2026-03-31 | → |
| 1508 | AVIANCE CAPITAL PARTNERS LLC | NAPLES | 146597 | $1.13B | 11 | 2026-04-30 | → |
| 1509 | ALTUS WEALTH MANAGEMENT, LLC | FT. MITCHELL | 153650 | $405.2M | 5 | 2026-04-30 | → |
| 1510 | YEOMANS CONSULTING GROUP, INC. | MARIETTA | 125573 | $377.1M | 14 | 2026-01-31 | → |
| 1511 | RETIREMENT SOLUTIONS GROUP, INC. | FRANKLIN | 289069 | $159.6M | 7 | 2026-05-31 | → |
| 1512 | FIDUCIARY WEALTH ADVISORS, LLC | SARASOTA | 170709 | $114.1M | 1 | 2025-02-28 | → |
| 1513 | BARR FINANCIAL SERVICES, LLC | WINTER PARK | 125444 | $269.2M | 2 | 2026-05-31 | → |
| 1514 | PINAFORE WEALTH COUNSEL INC. | DURHAM | 170540 | $173.6M | 2 | 2026-02-28 | → |
| 1515 | CODE WAECHTER LLC | TAMPA | 289372 | $409.0M | 9 | 2026-01-31 | → |
| 1516 | COVENANT PARTNERS, LLC | NASHVILLE | 110137 | $1.08B | 15 | 2026-02-28 | → |
| 1517 | BUSINESS-OWNER STRATEGIES GROUP, LLC | APEX | 297243 | $134.8M | 9 | 2026-01-31 | → |
| 1518 | SMITH, BROWN & GROOVER, INC. | MACON | 1329 | $284.2M | 7 | 2026-03-31 | → |
| 1519 | GUNDERSON CAPITAL MANAGEMENT, LLC | MOUNT PLEASANT | 140795 | $395.8M | 4 | 2026-04-30 | → |
| 1520 | SUCCESSFUL PORTFOLIOS LLC | CLEARWATER | 152429 | $281.5M | 3 | 2026-03-31 | → |
| 1521 | WALLICK INVESTMENTS, LLC | COLUMBIA | 162976 | $126.5M | 5 | 2026-02-28 | → |
| 1522 | BLUEPRINT WEALTH MANAGEMENT, LLC | THE VILLAGES | 169997 | $145.7M | 19 | 2026-03-31 | → |
| 1523 | SAGACE WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 307212 | $162.7M | 7 | 2026-02-28 | → |
| 1524 | NAVIANT PARTNERS, LLC | FAIRHOPE | 339108 | $177.3M | 11 | 2026-03-31 | → |
| 1525 | KANEN WEALTH MANAGEMENT LLC | COCONUT CREEK | 282746 | $404.6M | 5 | 2026-05-31 | → |
| 1526 | ANDERSON GRIGGS & COMPANY, INC. | ROCK HILL | 110313 | $133.6M | 3 | 2026-01-31 | → |
| 1527 | KORVING & COMPANY LLC | SUFFOLK | 152095 | $137.5M | 3 | 2026-03-31 | → |
| 1528 | WAYPOINTS FINANCIAL, LLC | SEBRING | 157494 | $157.7M | 3 | 2026-03-31 | → |
| 1529 | METIS WEALTH MANAGEMENT & PLANNING LLC | BLUFFTON | 305086 | $114.9M | 2 | 2026-01-31 | → |
| 1530 | HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. | FAIRHOPE | 106454 | $424.4M | 3 | 2026-03-31 | → |
| 1531 | STEADMONT ADVISORS, LLC | BIRMINGHAM | 328882 | $430.7M | 5 | 2026-04-30 | → |
| 1532 | ANCHOR WEALTH MANAGEMENT GROUP LLC | WEST PALM BEACH | 329286 | $233.0M | 1 | 2026-03-31 | → |
| 1533 | HORIZON FINANCIAL SERVICES, LLC | WINSTON SALEM | 158798 | $262.4M | 8 | 2026-03-31 | → |
| 1534 | EFINANCIAL ALLIANCE, LLC | FRANKLIN | 161352 | $291.9M | 5 | 2026-04-30 | → |
| 1535 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | RICHMOND | 293020 | $745.1M | 7 | 2026-03-31 | → |
| 1536 | UNIFIED WEALTH MANAGEMENT LLC | OLDSMAR | 284553 | $151.3M | 2 | 2026-03-31 | → |
| 1537 | JACKSON FINANCIAL SERVICES, LLC | MT. PLEASANT | 132252 | $498.1M | 3 | 2026-03-31 | → |
| 1538 | MANNA WEALTH MANAGEMENT INC. | MIAMI BEACH | 332313 | $146.1M | 2 | 2026-03-31 | → |
| 1539 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | ATLANTA | 301879 | $1.28B | 37 | 2026-03-31 | → |
| 1540 | WEALTH INTELLIGENCE, LLC | COLUMBUS | 333253 | $247.5M | 5 | 2026-02-28 | → |
| 1541 | GUARDANT PARTNERS LLC | MIAMI | 339708 | $149.3M | 4 | 2026-05-31 | → |
| 1542 | BHK SECURITIES, LLC | BIRMINGHAM | 139665 | $128.4M | 8 | 2026-03-31 | → |
| 1543 | COMPASS WEALTH MANAGEMENT, LLC | ATLANTA | 156482 | $307.7M | 4 | 2026-02-28 | → |
| 1544 | CANNON ADVISORS, INC. | CHARLOTTE | 293929 | $181.6M | 5 | 2026-03-31 | → |
| 1545 | CARTER, TERRY & COMPANY, INC. | ATLANTA | 16365 | $104.0M | 33 | 2026-03-31 | → |
| 1546 | VALUES FIRST ADVISORS, INC. | JOHNSON CITY | 148532 | $215.4M | 12 | 2026-03-31 | → |
| 1547 | CORE WEALTH ADVISORS, INC. | LAKELAND | 174386 | $702.1M | 13 | 2026-06-30 | → |
| 1548 | ARIA WEALTH PARTNERS, LLC | CHARLOTTESVILLE | 334270 | $112.3M | 3 | 2026-03-31 | → |
| 1549 | OLD NORTH STATE WEALTH MANAGEMENT, LLC | WILMINGTON | 148659 | $452.6M | 6 | 2026-03-31 | → |
| 1550 | CRAFT ASSET MANAGEMENT LLC | TAMPA | 289557 | $120.8M | 7 | 2026-05-31 | → |
| 1551 | MOISAND FITZGERALD TAMAYO, LLC | ORLANDO | 109419 | $1.35B | 30 | 2026-03-31 | → |
| 1552 | SCHRUM PRIVATE WEALTH MANAGEMENT, LLC | SAINT AUGUSTINE | 312164 | $185.9M | 3 | 2026-03-31 | → |
| 1553 | GUIDANCE CAPITAL, INC. | LOUISVILLE | 323541 | $449.8M | 10 | 2026-04-30 | → |
| 1554 | FRAZIER FINANCIAL CONSULTANTS, LLC | CHAPEL HILL | 112897 | $196.0M | 3 | 2026-02-28 | → |
| 1555 | DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. | WILLIAMSBURG | 173083 | $213.1M | 2 | 2026-03-31 | → |
| 1556 | ARMADA ADVISORS, INC. | PENSACOLA | 150416 | $190.3M | 2 | 2026-02-28 | → |
| 1557 | ELEMENT POINTE ADVISORS, LLC | MIAMI | 282750 | $1.22B | 11 | 2026-05-31 | → |
| 1558 | LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC | NASHVILLE | 127618 | $106.8M | 6 | 2026-04-30 | → |
| 1559 | 8TH STREET INVESTMENTS, LLC | ALEXANDRIA | 148727 | $166.9M | 3 | 2026-03-31 | → |
| 1560 | CONSCIOUS WEALTH INVESTMENTS, LLC | ATLANTA | 319143 | $272.8M | 7 | 2026-06-30 | → |
| 1561 | DEANE RETIREMENT STRATEGIES, INC. | NEW ORLEANS | 127096 | $250.7M | 5 | 2026-03-31 | → |
| 1562 | AJ ADVISORS, LLC | NASHVILLE | 321606 | $393.9M | 5 | 2026-03-31 | → |
| 1563 | BRIA CAPITAL GROUP, LLC | WESLEY CHAPEL | 175258 | $155.1M | 5 | 2026-03-31 | → |
| 1564 | TRG CAPITAL MANAGEMENT INCORPORATED | RALEIGH | 146674 | $118.2M | 5 | 2026-06-30 | → |
| 1565 | COVINGTONALSINA, LLC | JACKSONVILLE | 326810 | $282.9M | 5 | 2026-04-30 | → |
| 1566 | ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC | ROSWELL | 322496 | $295.3M | 4 | 2025-03-31 | → |
| 1567 | MONTVUE CAPITAL MANAGEMENT, INC. | LYNCHBURG | 116807 | $357.2M | 5 | 2026-01-31 | → |
| 1568 | WHITE OAK FINANCIAL MANAGEMENT, INC | ASHEVILLE | 142615 | $143.5M | 3 | 2026-01-31 | → |
| 1569 | KUCHARO WEALTH, LLC | CHARLOTTE | 329601 | $123.7M | 2 | 2026-05-31 | → |
| 1570 | CLEMSON-EPS ADVISORS, LLC | SENECA | 153101 | $192.8M | 4 | 2025-10-31 | → |
| 1571 | MULLINS INVESTMENT SERVICES, LLC | CULPEPER | 155899 | $128.4M | 2 | 2025-10-31 | → |
| 1572 | SOUTHERN FINANCIAL GROUP, LLC | BIRMINGHAM | 142644 | $1.05B | 8 | 2026-02-28 | → |
| 1573 | INVESTMENT ADVISORY SERVICES GROUP LLC | BOCA RATON | 323361 | $179.3M | 9 | 2026-02-28 | → |
| 1574 | SULZBERGER CAPITAL ADVISORS, INC. | MIAMI | 174673 | $117.1M | 2 | 2026-05-31 | → |
| 1575 | ARMOR INVESTMENT ADVISORS, LLC | RALEIGH | 134200 | $356.0M | 6 | 2026-04-30 | → |
| 1576 | INVESTOR ADVISORY GROUP, LLC | CHARLOTTE | 106837 | $172.1M | 4 | 2026-03-31 | → |
| 1577 | NAPLES MONEY MANAGEMENT LLC | NAPLES | 153499 | $164.4M | 6 | 2026-04-30 | → |
| 1578 | STRICKLAND DAVIS ADVISORS LLC | MARIETTA | 126538 | $121.3M | 3 | 2026-03-31 | → |
| 1579 | GER LOFTIN WEALTH ADVISORS, LLC | JOHNS CREEK | 305359 | $344.5M | 6 | 2026-06-30 | → |
| 1580 | TONE CAPITAL, LLC | RICHMOND | 285622 | $118.3M | 4 | 2026-03-31 | → |
| 1581 | SLEDGE AND COMPANY WEALTH ADVISORS, LLC | HIGH POINT | 336314 | $183.4M | 4 | 2026-04-30 | → |
| 1582 | FINANCIAL SYMMETRY INCORPORATED | RALEIGH | 118443 | $1.54B | 35 | 2026-05-31 | → |
| 1583 | BLUE WATER CAPITAL MANAGEMENT, LLC | APEX | 127193 | $159.8M | 2 | 2026-02-28 | → |
| 1584 | BELLWETHER INVESTMENT GROUP, LLC | HIXSON | 148114 | $155.1M | 6 | 2026-02-28 | → |
| 1585 | ELM3 FINANCIAL GROUP, LLC | ALPHARETTA | 140594 | $189.0M | 6 | 2026-06-30 | → |
| 1586 | LONGVIEW FINANCIAL ADVISORS, INC. | HUNTSVILLE | 122451 | $208.2M | 7 | 2026-05-31 | → |
| 1587 | MCDONOUGH CAPITAL MANAGEMENT, INC. | ORLANDO | 143767 | $258.2M | 3 | 2026-06-30 | → |
| 1588 | WILLIAMS WEALTH MANAGEMENT GROUP, INC. | BRADENTON | 147341 | $161.0M | 1 | 2026-03-31 | → |
| 1589 | LIVE OAK MANAGEMENT GROUP, LLC | BLUFFTON | 287840 | $126.0M | 4 | 2026-05-31 | → |
| 1590 | SECOND HALF FINANCIAL PARTNERS, LLC | SEBRING | 163454 | $128.0M | 5 | 2026-04-30 | → |
| 1591 | REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. | METAIRIE | 113181 | $211.5M | 8 | 2026-05-31 | → |
| 1592 | WELLS FINANCIAL MANAGEMENT, LLC | ASHEVILLE | 158030 | $132.7M | 2 | 2026-03-31 | → |
| 1593 | BEDMINSTER L.L.C. | BLUFFTON | 118794 | $199.0M | 3 | 2026-02-28 | → |
| 1594 | IUR CAPITAL, LLC | MIAMI | 153630 | $4.7M | 1 | 2026-02-28 | → |
| 1595 | COORDINATED WEALTH MANAGEMENT, L.L.C. | HENDERSONVILLE | 141348 | $113.9M | 2 | 2026-01-31 | → |
| 1596 | ALPHA FINANCIAL ADVISORS, LLC | CHARLOTTE | 122545 | $619.3M | 9 | 2026-06-30 | → |
| 1597 | MILLARES ASSET MANAGEMENT, LLC | CORAL GABLES | 144620 | $236.2M | 3 | 2026-02-28 | → |
| 1598 | PORTFOLIO ADVISORY GROUP, INC. | ALEXANDRIA | 116011 | $115.8M | 2 | 2026-03-31 | → |
| 1599 | INSIGHT STRATEGIC WEALTH LLC | KNOXVILLE | 147290 | $401.0M | 7 | 2026-03-31 | → |
| 1600 | INVESTMENT ADVISORY GROUP, LLC | SARASOTA | 109445 | $1.22B | 10 | 2026-02-28 | → |
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