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 | |
|---|---|---|---|---|---|---|---|
| 1701 | EVOLUTION ADVISERS, INC. | RICHMOND | 149615 | $337.2M | 7 | 2026-04-30 | → |
| 1702 | STERLING BRIDGE FINANCIAL GROUP LLC | PALM HARBOR | 304409 | $131.1M | 8 | 2026-03-31 | → |
| 1703 | INTEGRAS PARTNERS, LLC | ALPHARETTA | 172979 | $244.8M | 5 | 2026-02-28 | → |
| 1704 | SCHAFFER & COMPANY ASSET MANAGEMENT, INC. | JACKSONVILLE | 138463 | $90.8M | 1 | 2026-03-31 | → |
| 1705 | WRIGHT WEALTH LLC | ATLANTA | 321215 | $188.5M | 7 | 2026-06-30 | → |
| 1706 | NBZ INVESTMENT ADVISORS, LLC | KNOXVILLE | 123902 | $431.2M | 7 | 2026-03-31 | → |
| 1707 | AUREUM WEALTH MANAGEMENT, LLC | NORTH PALM BEACH | 272027 | $150.6M | 4 | 2026-04-30 | → |
| 1708 | PENSION PLANNING SOLUTIONS, INC. | GREENSBORO | 126393 | $9.1M | 1 | 2025-05-31 | → |
| 1709 | LEGACY WEALTH MANAGEMENT INC. | MANASSAS | 173453 | $251.0M | 10 | 2026-03-31 | → |
| 1710 | BELLEAIR WEALTH MANAGEMENT, LLC | BELLEAIR BLUFFS | 131666 | $111.2M | 6 | 2026-03-31 | → |
| 1711 | KIRK CAPITAL ADVISORS LLC | VIENNA | 312401 | $204.9M | 5 | 2026-03-31 | → |
| 1712 | ROGAN & ASSOCIATES, INC. | SAFETY HARBOR | 42762 | $709.6M | 14 | 2026-05-31 | → |
| 1713 | PROVIDENCE WEALTH MANAGEMENT LLC | KNOXVILLE | 144902 | $151.8M | 8 | 2026-04-30 | → |
| 1714 | TRINITY CAPITAL MANAGEMENT, LLC | GERMANTOWN | 289583 | $164.5M | 5 | 2026-03-31 | → |
| 1715 | PROATHLETE WEALTH MANAGEMENT LLC | BOCA RATON | 317372 | $402.2M | 5 | 2026-05-31 | → |
| 1716 | LIFECOURSE CAPITAL, INC. | MADISON | 128583 | $159.3M | 4 | 2025-08-31 | → |
| 1717 | BASE WEALTH MANAGEMENT LLC | LAKEWOOD RANCH | 321991 | $326.3M | 15 | 2026-03-31 | → |
| 1718 | CONCORDE FINANCIAL RESOURCES I INC. | YORK | 117836 | $231.0M | 2 | 2026-03-31 | → |
| 1719 | HUGHES FINANCIAL SERVICES, LLC | HERNDON | 173195 | $759.8M | 12 | 2026-02-28 | → |
| 1720 | KAHN FINANCIAL GROUP, INC. | CLEARWATER | 134802 | $122.6M | 2 | 2026-03-31 | → |
| 1721 | CAROLINA FINANCIAL ADVISORS, INC. | GREENSBORO | 118823 | $240.9M | 7 | 2026-05-31 | → |
| 1722 | HASSELL WEALTH MANAGEMENT, L.L.C. | HOUMA | 297892 | $387.4M | 9 | 2026-03-31 | → |
| 1723 | GRAND STRATEGY CAPITAL, LLC | CHARLOTTESVILLE | 154400 | $137.7M | 3 | 2025-01-31 | → |
| 1724 | GOOD STEWARD WEALTH ADVISERS LLC | CLARKSVILLE | 333092 | $180.7M | 7 | 2026-03-31 | → |
| 1725 | CARDEA CAPITAL ADVISORS, LLC | VERO BEACH | 307600 | $124.2M | 9 | 2026-06-30 | → |
| 1726 | TIM LOONEY INVESTMENTS, LLC | LONGWOOD | 164413 | $490.3M | 4 | 2026-03-31 | → |
| 1727 | LECONTE WEALTH MANAGEMENT, LLC | MARYVILLE | 168539 | $346.8M | 11 | 2026-03-31 | → |
| 1728 | GIRA & GIRA INVESTMENT ADVISORS LLC | HARRISONBURG | 167813 | $121.4M | 2 | 2026-04-30 | → |
| 1729 | RESNICK WEALTH ALLIANCE, LLC | PALM BEACH GARDENS | 316188 | $121.1M | 2 | 2026-05-31 | → |
| 1730 | STEELHEAD WEALTH MANAGEMENT LLC | GLEN ALLEN | 338410 | $341.9M | 7 | 2026-03-31 | → |
| 1731 | EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS | 307644 | $171.7M | 7 | 2026-03-31 | → |
| 1732 | TAVERIK CAPITAL, LLC | GREENVILLE | 156594 | $97.5M | 10 | 2026-03-31 | → |
| 1733 | APOLLON FINANCIAL, LLC | MOUNT PLEASANT | 321217 | $1.45B | 29 | 2026-06-30 | → |
| 1734 | HOBART PRIVATE CAPITAL, LLC | CHARLOTTE | 168494 | $558.2M | 18 | 2026-06-30 | → |
| 1735 | HERITAGE OAK WEALTH ADVISORS LLC | SANTA ROSA BEACH | 323925 | $347.4M | 11 | 2026-02-28 | → |
| 1736 | ALEXANDER RANDOLPH ADVISORY INC | MCLEAN | 106024 | $403.9M | 5 | 2026-03-31 | → |
| 1737 | ABRI LLC | LEXINGTON | 314832 | $114.4M | 8 | 2026-05-31 | → |
| 1738 | INNOVATIVE ADVISORY PARTNERS, LLC | HIXSON | 156135 | $352.1M | 8 | 2026-04-30 | → |
| 1739 | WAYPOINT STRATEGIC ADVISORS, LLC | SUMMERVILLE | 152077 | $136.3M | 4 | 2026-01-31 | → |
| 1740 | COKER & PALMER, INC. | JACKSON | 29163 | $126.3M | 8 | 2026-03-31 | → |
| 1741 | COMMONWEALTH RETIREMENT INVESTMENTS LLC | RICHMOND | 285998 | $377.0M | 12 | 2026-03-31 | → |
| 1742 | SENTARA CAPITAL LLC | MARIETTA | 161132 | $119.6M | 3 | 2026-02-28 | → |
| 1743 | LINDER FINANCIAL SERVICES, INC. | ALPHARETTA | 117861 | $163.6M | 4 | 2025-02-28 | → |
| 1744 | TRUST ADVISORY GROUP LTD | BIRMINGHAM | 106926 | $313.5M | 22 | 2026-06-30 | → |
| 1745 | COMPREHENSIVE WEALTH SOLUTIONS, LLC | BOCA RATON | 131324 | $374.3M | 3 | 2026-03-31 | → |
| 1746 | CAMPBELL FINANCIAL PARTNERS, LLC | FORT MYERS | 142889 | $202.7M | 2 | 2026-05-31 | → |
| 1747 | INFINITY INVESTMENT ADVISORS LLC | HUNTSVILLE | 332590 | $100.0M | 9 | 2026-06-30 | → |
| 1748 | ALPHAQ ADVISORS LLC | WINTER PARK | 141006 | $90.6M | 2 | 2026-02-28 | → |
| 1749 | NEW RIVER FINANCIAL GROUP, LLC | CHRISTIANSBURG | 283428 | $377.1M | 10 | 2026-02-28 | → |
| 1750 | MACLENDON WEALTH MANAGEMENT, LLC | DELRAY BEACH | 157819 | $129.6M | 3 | 2026-03-31 | → |
| 1751 | BLUE WEALTH INC. | CHARLOTTE | 330324 | $145.1M | 11 | 2026-02-28 | → |
| 1752 | DMLO WEALTH PLANNING, LLC | LOUISVILLE | 316202 | $30.4M | 9 | 2026-03-31 | → |
| 1753 | PASSPORT WEALTH MANAGEMENT LLC | CORNELIUS | 297449 | $115.3M | 3 | 2026-02-28 | → |
| 1754 | TOWNSEND FINANCIAL PLANNING, LLC | MT. STERLING | 141571 | $148.3M | 6 | 2026-05-31 | → |
| 1755 | Q2 WEALTH MANAGEMENT LLC | LEXINGTON | 314932 | $123.5M | 3 | 2026-06-30 | → |
| 1756 | ASSET PLANNING CORPORATION | KNOXVILLE | 7890 | $406.6M | 9 | 2025-08-31 | → |
| 1757 | OXFORD WEALTH GROUP, LLC | ORLANDO | 319561 | $327.9M | 14 | 2026-05-31 | → |
| 1758 | CAPITOL PRIVATE WEALTH GROUP LLC | VIENNA | 283257 | $562.1M | 8 | 2026-04-30 | → |
| 1759 | DOVETAIL FINANCIAL GROUP LLC | WILMINGTON | 311298 | $298.9M | 6 | 2026-06-30 | → |
| 1760 | BLUE INVESTMENT MANAGEMENT, LLC | MIAMI BEACH | 318610 | $341.4M | 4 | 2026-03-31 | → |
| 1761 | RELIANT WEALTH PLANNING, LLC | LOUISVILLE | 286230 | $595.2M | 13 | 2026-03-31 | → |
| 1762 | RDL FINANCIAL, INC. | FAIRFAX | 111647 | $526.8M | 13 | 2025-04-30 | → |
| 1763 | PILLAR FINANCIAL ADVISORS, LLC | LOUISVILLE | 121880 | $357.9M | 6 | 2026-03-31 | → |
| 1764 | J. MARK NICKELL & CO. | BRENTWOOD | 111635 | $146.4M | 3 | 2026-03-31 | → |
| 1765 | CMC FINANCIAL GROUP, LLC | ATLANTA | 292413 | $119.3M | 4 | 2026-03-31 | → |
| 1766 | NAPLES WEALTH PLANNING, LLC | BONITA SPRINGS | 330316 | $226.9M | 13 | 2026-04-30 | → |
Related Lists
Sleeve1,766 firms · 2026-06-30