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 | |
|---|---|---|---|---|---|---|---|
| 201 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | TAMPA | 143608 | $2.45B | 39 | 2026-05-31 | → |
| 202 | FRANKLIN STREET ADVISORS, INC. | CHAPEL HILL | 106275 | $4.53B | 40 | 2026-05-31 | → |
| 203 | ARGENT ADVISORS, INC. | RUSTON | 112028 | $1.71B | 27 | 2026-03-31 | → |
| 204 | PIONEER FAMILY OFFICE, LLC | NORTH MIAMI BEACH | 142856 | $956.8M | 5 | 2026-04-30 | → |
| 205 | MILL CAPITAL MANAGEMENT, LLC | CONCORD | 312798 | $1.49B | 5 | 2026-02-28 | → |
| 206 | LAFISE GLOBAL ADVISORS LLC | MIAMI | 331244 | $699.0M | 3 | 2026-03-31 | → |
| 207 | VOLOFIN CAPITAL MANAGEMENT (US) LLC | DANIEL ISLAND | 309922 | $1.01B | 9 | 2026-03-31 | → |
| 208 | KOVACK ADVISORS, INC. | FT. LAUDERDALE | 140808 | $6.28B | 320 | 2026-04-30 | → |
| 209 | ARGENT RETIREMENT PLAN ADVISORS, LLC | NEW ORLEANS | 165031 | $683.1M | 7 | 2026-03-31 | → |
| 210 | MARTIN INVESTMENT MANAGEMENT, LLC | PALM BEACH GARDENS | 105381 | $888.1M | 12 | 2026-04-30 | → |
| 211 | BALLEW ADVISORS INC | JACKSON | 110522 | $1.30B | 11 | 2026-03-31 | → |
| 212 | ARCUS CAPITAL PARTNERS, LLC | ATLANTA | 147346 | $2.51B | 15 | 2026-03-31 | → |
| 213 | STONEGATE INVESTMENT GROUP, LLC | BIRMINGHAM | 314889 | $5.67B | 14 | 2025-05-31 | → |
| 214 | SECOND LINE CAPITAL, LLC | METAIRIE | 324386 | $1.32B | 28 | 2026-06-30 | → |
| 215 | PERMANENS CAPITAL L.P. | CHARLESTON | 157476 | $4.02B | 17 | 2026-03-31 | → |
| 216 | GERBER/TAYLOR MANAGEMENT LLC | MEMPHIS | 109319 | $11.42B | 40 | 2026-03-31 | → |
| 217 | GFG CAPITAL, LLC | MIAMI | 128059 | $1.01B | 16 | 2026-03-31 | → |
| 218 | CONCORD ASSET MANAGEMENT, LLC | ABINGDON | 310710 | $639.4M | 2 | 2026-03-31 | → |
| 219 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 220 | INVESTMENT PERFORMANCE SERVICES LLC | SAVANNAH | 105527 | $763.7M | 34 | 2026-03-31 | → |
| 221 | CAPITAL WEALTH PLANNING, LLC | NAPLES | 150764 | $17.25B | 30 | 2026-03-31 | → |
| 222 | MERIDIAN WEALTH MANAGEMENT, LLC | LEXINGTON | 151523 | $4.98B | 67 | 2026-03-31 | → |
| 223 | INDUSTRIAL DEVELOPMENT FUNDING LLC | MIAMI BEACH | 298015 | $624.0M | 5 | 2026-03-31 | → |
| 224 | PARK LANE ADVISORS, LLC | BIRMINGHAM | 338445 | $623.9M | 4 | 2026-02-28 | → |
| 225 | LEAVELL INVESTMENT MANAGEMENT, INC. | MOBILE | 107890 | $3.40B | 36 | 2026-05-31 | → |
| 226 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | FORT LAUDERDALE | 109134 | $1.84B | 14 | 2026-03-31 | → |
| 227 | MORA CAPITAL MANAGEMENT, LLC | MIAMI | 112221 | $1.90B | 49 | 2026-06-30 | → |
| 228 | CANAL ROAD CAPITAL, LLC | MIAMI | 327488 | $1.26B | 16 | 2026-03-31 | → |
| 229 | GLOBAL FRONTIER INVESTMENTS, LLC | CHARLESTON | 160105 | $682.0M | 2 | 2026-03-31 | → |
| 230 | G. W. HENSSLER & ASSOCIATES, LTD | KENNESAW | 104545 | $3.81B | 88 | 2026-03-31 | → |
| 231 | H.I.G. CAPITAL, LLC | MIAMI | 160711 | $72.33B | 1,039 | 2026-03-31 | → |
| 232 | CAPSOUTH PARTNERS, INC. | DOTHAN | 132517 | $1.00B | 22 | 2026-03-31 | → |
| 233 | VECTORGLOBAL IAG, INC. | MIAMI | 147129 | $1.63B | 27 | 2026-06-30 | → |
| 234 | THE FIDUCIARY GROUP, LLC | SAVANNAH | 221530 | $1.97B | 18 | 2026-03-31 | → |
| 235 | FUND DIRECT ADVISORS INC. | GREENSBORO | 155363 | $593.0M | 4 | 2026-03-31 | → |
| 236 | BENEFIT FIDUCIARY GROUP LLC | RICHMOND | 291252 | $529.4M | 2 | 2026-01-31 | → |
| 237 | CERTIFIED ADVISORY CORP | ALTAMONTE SPRINGS | 120990 | $3.04B | 39 | 2026-03-31 | → |
| 238 | SOWELL FINANCIAL SERVICES, LLC | NORTH LITTLE ROCK | 127145 | $4.81B | 162 | 2026-06-30 | → |
| 239 | CCM INVESTMENT ADVISERS, LLC | COLUMBIA | 105743 | $1.55B | 11 | 2026-03-31 | → |
| 240 | SOLLINDA CAPITAL MANAGEMENT LLC | MIAMI | 321742 | $1.02B | 20 | 2026-06-30 | → |
| 241 | ALTIUM INVESTMENT STRATEGIES LLC | WESLEY CHAPEL | 333950 | $517.7M | 8 | 2026-03-31 | → |
| 242 | HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC | CHARLOTTE | 297174 | $788.3M | 2 | 2026-03-31 | → |
| 243 | ONEASCENT FINANCIAL SERVICES LLC | BIRMINGHAM | 284549 | $3.54B | 161 | 2026-06-30 | → |
| 244 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | LAKELAND | 104914 | $2.89B | 60 | 2026-03-31 | → |
| 245 | CC MANAGEMENT GP, LLC | CHARLOTTE | 168693 | $1.39B | 17 | 2026-03-31 | → |
| 246 | ARVEST INVESTMENTS, INC. | LOWELL | 42057 | $3.44B | 238 | 2026-03-31 | → |
| 247 | ADVOCACY WEALTH MANAGEMENT, LLC | ATLANTA | 141943 | $3.24B | 36 | 2026-03-31 | → |
| 248 | SANFORD C. BERNSTEIN & CO., LLC | NASHVILLE | 104474 | $1.22B | 0 | 2026-03-31 | → |
| 249 | DAHER CAPITAL GROUP, LLC | JUPITER | 341516 | $490.0M | 1 | 2026-05-31 | → |
| 250 | MERIDIAN MANAGEMENT CO | LITTLE ROCK | 110216 | $861.6M | 6 | 2026-03-31 | → |
| 251 | ZEGA INVESTMENTS, LLC | PALM BEACH GARDENS | 330428 | $614.0M | 10 | 2026-03-31 | → |
| 252 | INDIVISIBLE PARTNERS, LLC | CLEARWATER | 332431 | $2.08B | 24 | 2026-05-31 | → |
| 253 | BRIGHTSIDE CAPITAL PARTNERS LLC | LANTANA | 338288 | $472.8M | 12 | 2026-03-31 | → |
| 254 | OSAIC ADVISORY SERVICES, LLC | ATLANTA | 171070 | $15.48B | 2,180 | 2026-06-30 | → |
| 255 | SILVANT CAPITAL MANAGEMENT LLC | ATLANTA | 146025 | $3.04B | 8 | 2026-03-31 | → |
| 256 | LPL ENTERPRISE, LLC | FORT MILL | 8733 | $24.94B | 5,215 | 2026-03-31 | → |
| 257 | CONCISE CAPITAL MANAGEMENT, LP | MIAMI | 145778 | $838.6M | 12 | 2026-05-31 | → |
| 258 | SB ADVISORY, LLC | ATLANTA | 154680 | $1.10B | 35 | 2026-06-30 | → |
| 259 | WATERS, PARKERSON & CO., LLC | NEW ORLEANS | 3711 | $2.86B | 12 | 2026-05-31 | → |
| 260 | POWER SUSTAINABLE MANAGER US, INC. | MIAMI | 325145 | $1.07B | 31 | 2026-03-31 | → |
| 261 | WHITESTAR ADVISORS, LLC | BOCA RATON | 124627 | $454.5M | 8 | 2026-03-31 | → |
| 262 | ARK INVESTMENT MANAGEMENT LLC | ST. PETERSBURG | 169525 | $15.98B | 58 | 2026-04-30 | → |
| 263 | AKRE CAPITAL MANAGEMENT, LLC | MIDDLEBURG | 109242 | $11.82B | 12 | 2026-06-30 | → |
| 264 | TRG ADVISORS, INC. | LAKEWOOD RANCH | 297171 | $547.7M | 3 | 2025-03-31 | → |
| 265 | ZWJ INVESTMENT COUNSEL INC | ATLANTA | 110397 | $4.23B | 20 | 2026-03-31 | → |
| 266 | NICHOLAS HOFFMAN & COMPANY, LLC | ATLANTA | 144516 | $8.26B | 26 | 2026-03-31 | → |
| 267 | SMITH THORNTON ADVISORS, LLC | HUNTSVILLE | 312537 | $733.6M | 9 | 2026-03-31 | → |
| 268 | PRIMETRUST ADVISORS LLC | GREENVILLE | 141625 | $421.6M | 3 | 2026-03-31 | → |
| 269 | SALEM INVESTMENT COUNSELORS INC | WINSTON SALEM | 104855 | $4.19B | 18 | 2026-03-31 | → |
| 270 | GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. | FAIRFAX | 339382 | $400.0M | 1 | 2026-03-31 | → |
| 271 | BRAINVEST WEALTH MANAGEMENT LLC | MIAMI | 289743 | $690.9M | 8 | 2026-04-30 | → |
| 272 | MARBLE WEALTH, LLC | MONTGOMERY | 335291 | $1.05B | 6 | 2026-04-30 | → |
| 273 | QUANTITATIVE PROCESS, LLC | CHARLOTTE | 165699 | $502.1M | 3 | 2026-02-28 | → |
| 274 | STEPHENS GROUP ASSET MANAGEMENT, LLC | LITTLE ROCK | 288981 | $1.70B | 4 | 2026-03-31 | → |
| 275 | FLORIDA ATLANTIC SECURITIES CORP. | MIAMI | 43272 | $590.0M | 4 | 2026-06-30 | → |
| 276 | SAFE HARBOR FAMILY CAPITAL, LLC | CHAPEL HILL | 317547 | $613.9M | 3 | 2026-03-31 | → |
| 277 | MONORAIL SECURITIES LLC | SARASOTA | 285309 | $388.7M | 7 | 2026-03-31 | → |
| 278 | WHALEROCK POINT PARTNERS, LLC | WEST PALM BEACH | 140781 | $1.04B | 6 | 2026-01-31 | → |
| 279 | EQUITY INVESTMENT CORPORATION | ATLANTA | 283930 | $3.51B | 27 | 2026-03-31 | → |
| 280 | LATHROP INVESTMENT MANAGEMENT COMPANY | LITTLE ROCK | 334458 | $1.01B | 5 | 2026-03-31 | → |
| 281 | PINVEST LLC | CORAL GABLES | 331586 | $377.5M | 4 | 2026-06-30 | → |
| 282 | FIDELIS CAPITAL PARTNERS, LLC | TAMPA | 322287 | $2.28B | 22 | 2026-04-30 | → |
| 283 | SARDIS GROUP, LLC | ATLANTA | 333854 | $531.2M | 6 | 2026-03-31 | → |
| 284 | PARK PLACE CAPITAL CORPORATION | HOMEWOOD | 107952 | $879.2M | 20 | 2026-03-31 | → |
| 285 | FAIRHOLME CAPITAL MANAGEMENT, L.L.C. | SOUTH MIAMI | 107987 | $2.14B | 7 | 2026-03-31 | → |
| 286 | ST. DENIS J. VILLERE & CO., LLC | NEW ORLEANS | 105159 | $1.40B | 5 | 2026-05-31 | → |
| 287 | DYNAMIC MARKET ADVANTAGE, LLC | LOUISVILLE | 323540 | $361.9M | 4 | 2026-02-28 | → |
| 288 | OCTOGONE NA, LLC | MIAMI | 322478 | $469.7M | 6 | 2026-03-31 | → |
| 289 | SIGNATURE FINANCIAL MANAGEMENT INC | NORFOLK | 106375 | $7.57B | 36 | 2026-03-31 | → |
| 290 | APOLLON WEALTH MANAGEMENT, LLC | MOUNT PLEASANT | 291902 | $11.56B | 199 | 2026-03-31 | → |
| 291 | FOUNDATION RESOURCE MANAGEMENT, INC. | LITTLE ROCK | 116359 | $1.14B | 9 | 2026-03-31 | → |
| 292 | LWM ADVISORY SERVICES, LLC | PLANTATION | 172009 | $1.09B | 10 | 2026-04-30 | → |
| 293 | JONATHAN ROBERTS ADVISORY GROUP, INC. | TAMPA | 112294 | $8.25B | 550 | 2026-03-31 | → |
| 294 | NEW REPUBLIC CAPITAL, LLC | CHARLOTTE | 310907 | $3.03B | 28 | 2026-03-31 | → |
| 295 | SUNCOAST CAPITAL MANAGEMENT | NEW ORLEANS | 304638 | $380.0M | 4 | 2026-06-30 | → |
| 296 | INCA INVESTMENTS, LLC | MIAMI | 131194 | $569.6M | 9 | 2026-04-30 | → |
| 297 | CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC | MIAMI | 164517 | $353.3M | 5 | 2026-04-30 | → |
| 298 | DAKOTA WEALTH, LLC | PALM BEACH GARDENS | 297987 | $6.94B | 91 | 2026-03-31 | → |
| 299 | AMERANT INVESTMENTS, INC. | CORAL GABLES | 117284 | $782.4M | 35 | 2026-04-30 | → |
| 300 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | BOCA RATON | 290954 | $61.10B | 285 | 2026-06-30 | → |
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