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 | |
|---|---|---|---|---|---|---|---|
| 1601 | DOUGHERTY & ASSOCIATES, LLC | SPRING HILL | 142284 | $141.1M | 4 | 2026-04-30 | → |
| 1602 | BUCKET LIST WEALTH MANAGEMENT, LLC | THE VILLAGES | 286494 | $224.2M | 2 | 2026-03-31 | → |
| 1603 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | ALPHARETTA | 125490 | $297.0M | 4 | 2026-03-31 | → |
| 1604 | ALIGN PRIVATE CAPITAL | SARASOTA | 304506 | $226.2M | 6 | 2026-06-30 | → |
| 1605 | OAK STREET ADVISORS INC | MYRTLE BEACH | 139400 | $126.2M | 2 | 2026-05-31 | → |
| 1606 | CAPSTONE WEALTH MANAGEMENT CORP. | LAKELAND | 165359 | $109.4M | 5 | 2026-03-31 | → |
| 1607 | MOTIV8 INVESTMENTS LLC | PORT ST LUCIE | 285560 | $219.1M | 21 | 2026-03-31 | → |
| 1608 | HAYDEN HARPER WEALTH ADVISORY, LLC | CHARLOTTE | 152091 | $171.1M | 7 | 2026-03-31 | → |
| 1609 | CAPITAL AND PLANNING, LLC | JONESBORO | 321104 | $193.9M | 2 | 2026-05-31 | → |
| 1610 | STRONGHOLD WEALTH MANAGEMENT L.L.C. | TAMPA | 161194 | $172.9M | 2 | 2026-03-31 | → |
| 1611 | JAKE CARRIS FINANCIAL PLANNING, LLC | ORLANDO | 290061 | $109.7M | 1 | 2026-03-31 | → |
| 1612 | COLLIE FINANCIAL PLANNING, INC. | BLACK MOUNTAIN | 134884 | $162.9M | 2 | 2026-02-28 | → |
| 1613 | LUMA CAPITAL LLC | NAPLES | 119576 | $135.8M | 2 | 2026-03-31 | → |
| 1614 | RPS ADVISORY SOLUTIONS, LLC | LOUISVILLE | 311575 | $467.0M | 17 | 2026-03-31 | → |
| 1615 | UNIFY FINANCIAL LLC | CLEARWATER | 324120 | $155.8M | 3 | 2026-04-30 | → |
| 1616 | MRA ADVISORY GROUP | SARASOTA | 287933 | $361.3M | 13 | 2026-04-30 | → |
| 1617 | CHANCELLOR WEALTH MANAGEMENT, INC. | ATLANTA | 112918 | $174.0M | 3 | 2026-03-31 | → |
| 1618 | TOWNSEND PERSONAL FINANCIAL PLANNING, LLC | COLUMBUS | 126241 | $194.0M | 3 | 2026-02-28 | → |
| 1619 | MALLINI COMPLETE FINANCIAL PLANNING LLC | GAINESVILLE | 175341 | $176.0M | 4 | 2026-03-31 | → |
| 1620 | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | ATHENS | 154839 | $1.07B | 29 | 2026-06-30 | → |
| 1621 | ADVISIFI LLC | ST PETERSBURG | 332477 | $1.8M | 6 | 2026-03-31 | → |
| 1622 | LANIER ASSET MANAGEMENT, LLC | LOUISVILLE | 150888 | $140.8M | 2 | 2026-05-31 | → |
| 1623 | CYPRESS CAPITAL GROUP, INC. | PALM BEACH | 121923 | $57.5M | 7 | 2025-08-31 | → |
| 1624 | BURGESS INVESTMENT GROUP, LLC | GREENVILLE | 318698 | $147.1M | 25 | 2026-06-30 | → |
| 1625 | WILDES FINANCIAL STRATEGIES, INC | GEORGETOWN | 289496 | $138.3M | 8 | 2026-03-31 | → |
| 1626 | ATLAS FINANCIAL PLANNING, LLC | ALPHARETTA | 324861 | $184.1M | 2 | 2026-02-28 | → |
| 1627 | TAYLOR FINANCIAL GROUP, INC. | ROANOKE | 116744 | $410.0M | 6 | 2026-02-28 | → |
| 1628 | RIDGELINE WEALTH ADVISORS, LLC. | RALEIGH | 284843 | $189.0M | 7 | 2026-03-31 | → |
| 1629 | LOCKSHIELD PARTNERS, INC. | GLASGOW | 175433 | $290.6M | 8 | 2026-03-31 | → |
| 1630 | AMPHORA WEALTH MANAGEMENT, LLC | CHAPEL HILL | 157968 | $196.2M | 3 | 2026-03-31 | → |
| 1631 | GALLATIN & COMPANY, LLC | VERO BEACH | 111984 | $98.1M | 1 | 2026-02-28 | → |
| 1632 | EPIC ADVISORY SERVICES CORP | BOCA RATON | 176526 | $134.3M | 23 | 2026-05-31 | → |
| 1633 | FENWAY FINANCIAL ADVISORS, LLC | ARLINGTON | 139775 | $247.7M | 2 | 2026-03-31 | → |
| 1634 | DELTA ADVISORY GROUP, INC. | MAITLAND | 105966 | $216.3M | 8 | 2026-03-31 | → |
| 1635 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | NORFOLK | 148459 | $152.2M | 5 | 2026-03-31 | → |
| 1636 | INVESTMENTS & FINANCIAL PLANNING, LLC | LEXINGTON | 164333 | $318.7M | 6 | 2026-02-28 | → |
| 1637 | QP WEALTH MANAGEMENT, LLC | BOCA RATON | 301071 | $405.0M | 7 | 2026-05-31 | → |
| 1638 | POWELL FINANCIAL, INC. | CORNELIUS | 144230 | $229.2M | 3 | 2026-02-28 | → |
| 1639 | VIP PLANNERS, INC. | ROANOKE | 111946 | $126.2M | 4 | 2026-03-31 | → |
| 1640 | PEGASUS FINANCIAL GROUP LLC | CHANTILLY | 145127 | $122.3M | 4 | 2026-05-31 | → |
| 1641 | ADAPT WEALTH ADVISORS, LLC | ATLANTA | 329448 | $469.2M | 12 | 2026-03-31 | → |
| 1642 | ONEASCENT INVESTMENT SOLUTIONS, LLC | BIRMINGHAM | 285512 | $987.2M | 27 | 2026-03-31 | → |
| 1643 | INDEPENDENT WEALTH ADVISORS, LLC | CARY | 328786 | $195.3M | 4 | 2026-06-30 | → |
| 1644 | AMUNI FINANCIAL, INC. | ST PETERSBURG | 8365 | $194.6M | 21 | 2026-03-31 | → |
| 1645 | MBL WEALTH, LLC | CHARLOTTE | 305176 | $1.42B | 14 | 2026-03-31 | → |
| 1646 | DESTINY WEALTH PARTNERS, LLC | TAVARES | 171346 | $947.3M | 26 | 2026-06-30 | → |
| 1647 | GORDON ASSET MANAGEMENT LLC | WEST PALM BEACH | 137136 | $128.9M | 3 | 2026-02-28 | → |
| 1648 | VERISAIL PARTNERS, LLC | CHAMBLEE | 153751 | $283.6M | 6 | 2026-06-30 | → |
| 1649 | AIM ADVISORS, LLC | RALEIGH | 325125 | $158.2M | 5 | 2026-01-31 | → |
| 1650 | OPTIVISE ADVISORY SERVICES LLC | FRANKLIN | 301764 | $287.9M | 25 | 2026-03-31 | → |
| 1651 | BARNETT & CO INC | CHATTANOOGA | 105867 | $142.0M | 5 | 2026-01-31 | → |
| 1652 | WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. | MEMPHIS | 105959 | $342.1M | 10 | 2026-03-31 | → |
| 1653 | BRIGHTER FINANCIAL CAPITAL MANAGEMENT, LLC | RESTON | 300619 | $135.1M | 4 | 2026-02-28 | → |
| 1654 | MARSH WEALTH MANAGEMENT, LLC | KNOXVILLE | 282111 | $182.3M | 6 | 2026-03-31 | → |
| 1655 | PREMIER PRIVATE WEALTH MANAGEMENT, LLC | PALM HARBOR | 331860 | $126.3M | 4 | 2026-02-28 | → |
| 1656 | GLASGOW & ASSOCIATES, LLC | WILMINGTON | 145151 | $206.5M | 9 | 2026-03-31 | → |
| 1657 | WASSAW SOUND MANAGEMENT, LLC | SAVANNAH | 299164 | $122.7M | 3 | 2026-03-31 | → |
| 1658 | SMITH, BRIAN DAVID | GREENVILLE | 121757 | $133.0M | 2 | 2026-06-30 | → |
| 1659 | WESTHAMPTON CAPITAL, LLC | WINSTON-SALEM | 119176 | $238.5M | 4 | 2026-01-31 | → |
| 1660 | GLOBAL TRUST WEALTH MANAGEMENT LLC | WEST PALM BEACH | 333458 | $213.7M | 5 | 2026-02-28 | → |
| 1661 | DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC | RIDGELAND | 127506 | $157.1M | 3 | 2026-04-30 | → |
| 1662 | WEST FINANCIAL STRATEGIES, INC. | SANFORD | 118241 | $121.0M | 3 | 2026-05-31 | → |
| 1663 | MENDOZA PRIVATE WEALTH INC. | MIAMI | 329126 | $101.4M | 1 | 2026-03-31 | → |
| 1664 | TRIO WEALTH MANAGEMENT, LLC | GREAT FALLS | 328042 | $134.0M | 4 | 2026-03-31 | → |
| 1665 | LMPG WEALTH ADVISORS, LLC | MIAMI | 328251 | $131.7M | 3 | 2026-03-31 | → |
| 1666 | EMERALD ASSET MANAGEMENT, INC. | ROCKY MOUNT | 174691 | $120.8M | 2 | 2026-03-31 | → |
| 1667 | ALDER FINANCIAL GROUP INC | ATLANTA | 108837 | $224.1M | 3 | 2026-03-31 | → |
| 1668 | IMPRINT WEALTH LLC | MOUNT PLEASANT | 322130 | $131.6M | 7 | 2026-03-31 | → |
| 1669 | AXIENT INVESTMENT ADVISORS LLC | HUNTSVILLE | 336722 | $1.7M | 1 | 2026-03-31 | → |
| 1670 | TIMBERLINK LLC | JOHNS CREEK | 170067 | $594,011 | 2 | 2026-01-31 | → |
| 1671 | BLUESKY WEALTH ADVISORS, LLC | NEW BERN | 116760 | $1.00B | 14 | 2026-03-31 | → |
| 1672 | WEALTHWAY FINANCIAL ADVISORS | NORFOLK | 108824 | $245.6M | 5 | 2026-02-28 | → |
| 1673 | RESHAPE, LLC | BOCA RATON | 330582 | $232.2M | 3 | 2026-03-31 | → |
| 1674 | 6TH STREET ADVISORS, LLC | DAPHNE | 156623 | $256.5M | 2 | 2026-01-31 | → |
| 1675 | MERCURIO & ASSOCIATES INC. | LOUISVILLE | 283632 | $141.1M | 11 | 2026-03-31 | → |
| 1676 | HILLTOP WEALTH ADVISORS, LLC | CHAPEL HILL | 283014 | $635.5M | 17 | 2026-06-30 | → |
| 1677 | UNIFIED INVESTMENT MANAGEMENT, LLC | ATLANTA | 326056 | $150.6M | 2 | 2026-01-31 | → |
| 1678 | LIFEPLAN INVESTMENT ADVISORS, INC | RALEIGH | 144157 | $326.0M | 9 | 2026-03-31 | → |
| 1679 | WEALTHVIEW CAPITAL, LLC | JACKSON | 149476 | $319.5M | 9 | 2026-06-30 | → |
| 1680 | RAYBURN WEST FINANCIAL SERVICES LLC | NASHVILLE | 145264 | $242.6M | 2 | 2026-03-31 | → |
| 1681 | LIFE PLANNING PARTNERS, INC. | JACKSONVILLE | 129338 | $354.0M | 8 | 2026-01-31 | → |
| 1682 | BAUGH & ASSOCIATES, LLC | ATLANTA | 136342 | $294.2M | 4 | 2026-03-31 | → |
| 1683 | IDLE HILL ADVISORS LLC | GREENVILLE | 317040 | $107.5M | 7 | 2026-06-30 | → |
| 1684 | REES WEALTH MANAGEMENT, LLC | SARASOTA | 335458 | $115.7M | 2 | 2026-03-31 | → |
| 1685 | ASPIRE PRIVATE WEALTH COUNSEL, LLC | KNOXVILLE | 282582 | $74.3M | 5 | 2025-08-31 | → |
| 1686 | OXENFREE CAPITAL LLC | MELBOURNE | 327105 | $249.8M | 8 | 2026-06-30 | → |
| 1687 | REDE WEALTH, LLC | CHARLOTTESVILLE | 173346 | $346.1M | 4 | 2026-02-28 | → |
| 1688 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | VIRGINIA BEACH | 311248 | $393.8M | 4 | 2026-02-28 | → |
| 1689 | TERRA WEALTH MANAGEMENT, LLC | HIGH POINT | 320643 | $152.0M | 13 | 2026-03-31 | → |
| 1690 | MONEY MANAGEMENT SERVICES, INC. | BIRMINGHAM | 106832 | $442.7M | 12 | 2026-03-31 | → |
| 1691 | OAK ADVISORS, LLC | BLUFFTON | 137192 | $284.7M | 6 | 2026-02-28 | → |
| 1692 | COURSE MANAGEMENT INVESTMENT ADVISORS, LLC | PINEHURST | 306974 | $100.3M | 4 | 2026-05-31 | → |
| 1693 | CHRISTY CAPITAL MANAGEMENT, INC. | MACON | 149313 | $376.3M | 22 | 2026-03-31 | → |
| 1694 | VISHRIA BIRD FINANCIAL GROUP, LLC | MEMPHIS | 291979 | $599.7M | 7 | 2025-04-30 | → |
| 1695 | DANER WEALTH MANAGEMENT, LLC | ALPHARETTA | 317373 | $201.7M | 2 | 2026-03-31 | → |
| 1696 | COLONIAL RIVER INVESTMENTS, LLC | MIDLOTHIAN | 284839 | $464.4M | 21 | 2026-03-31 | → |
| 1697 | PROFESSIONAL FINANCIAL SOLUTIONS, LLC | FAIRFAX | 114957 | $409.7M | 8 | 2026-02-28 | → |
| 1698 | TRUSTWELL FINANCIAL ADVISORS, LLC | JACKSONVILLE | 108426 | $260.8M | 7 | 2026-03-31 | → |
| 1699 | BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC | THE VILLAGES | 291380 | $332.8M | 17 | 2026-03-31 | → |
| 1700 | SEVEN HILLS FINANCIAL, LLC | TALLAHASSEE | 143190 | $280.9M | 5 | 2026-03-31 | → |
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