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 | |
|---|---|---|---|---|---|---|---|
| 301 | APRIO WEALTH MANAGEMENT, LLC | ATLANTA | 127333 | $4.15B | 55 | 2026-06-30 | → |
| 302 | ARAGON GLOBAL MANAGEMENT, LP | MIAMI | 156043 | $369.0M | 3 | 2026-05-31 | → |
| 303 | MARCO INVESTMENT MANAGEMENT LLC | ATLANTA | 108170 | $1.77B | 10 | 2026-06-30 | → |
| 304 | BULLTICK WEALTH MANAGEMENT, LLC | MIAMI | 141588 | $1.95B | 62 | 2026-03-31 | → |
| 305 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | TAMPA | 150570 | $1.73B | 21 | 2026-03-31 | → |
| 306 | HEXAGON CAPITAL PARTNERS, LLC | ROGERS | 305850 | $965.0M | 8 | 2026-03-31 | → |
| 307 | ORANGE INVESTMENT ADVISORS, LLC | WINTER PARK | 289406 | $765.0M | 4 | 2026-03-31 | → |
| 308 | ADVISORY SERVICES NETWORK, LLC | ATLANTA | 146051 | $10.60B | 268 | 2026-06-30 | → |
| 309 | MTC WEALTH MANAGEMENT LLC | TAMPA | 305308 | $329.0M | 16 | 2026-03-31 | → |
| 310 | CUMBERLAND ADVISORS, LLC | SARASOTA | 107964 | $3.22B | 36 | 2026-02-28 | → |
| 311 | PYA WALTMAN CAPITAL, LLC | KNOXVILLE | 137283 | $1.01B | 17 | 2026-03-31 | → |
| 312 | INVEX ADVISORS LLC | CORAL GABLES | 164519 | $759.3M | 8 | 2026-03-31 | → |
| 313 | REMEDIUM CAPITAL PARTNERS, LLC | WEST PALM BEACH | 340302 | $319.0M | 1 | 2026-05-31 | → |
| 314 | BBVA GLOBAL WEALTH ADVISORS, INC. | MIAMI | 327326 | $1.36B | 84 | 2026-06-30 | → |
| 315 | MARIETTA WEALTH MANAGEMENT, LLC | MARIETTA | 281782 | $1.39B | 12 | 2026-03-31 | → |
| 316 | NAVIGATE 401K, LLC | BIRMINGHAM | 309466 | $317.9M | 4 | 2026-04-30 | → |
| 317 | GALAPAGOS ADVISORY LLC | MIAMI | 322042 | $395.7M | 8 | 2026-03-31 | → |
| 318 | ARISTOTLE ATLANTIC PARTNERS, LLC | SARASOTA | 285721 | $2.22B | 7 | 2026-03-31 | → |
| 319 | CSFC MANAGEMENT COMPANY, LLC | NASHVILLE | 161372 | $2.80B | 35 | 2026-03-31 | → |
| 320 | BHK INVESTMENT ADVISORS, LLC | BIRMINGHAM | 140515 | $794.1M | 9 | 2026-04-30 | → |
| 321 | THE RENAISSANCE GROUP LLC | COVINGTON | 105916 | $2.91B | 19 | 2026-04-30 | → |
| 322 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | KNOXVILLE | 112155 | $1.91B | 25 | 2026-03-31 | → |
| 323 | TMB CAPITAL PARTNERS, LLC | LITTLE ROCK | 335750 | $867.8M | 6 | 2026-05-31 | → |
| 324 | DELEGATE ADVISORS, LLC | CHAPEL HILL | 159953 | $1.71B | 13 | 2026-03-31 | → |
| 325 | CIBEST CAPITAL ADVISORY SERVICES LLC | MIAMI | 317663 | $374.8M | 7 | 2026-03-31 | → |
| 326 | YON DRAKE & ASSOCIATES INC | COLUMBIA | 111491 | $304.7M | 2 | 2026-03-31 | → |
| 327 | HAMILTON POINT INVESTMENT ADVISORS, LLC | CHAPEL HILL | 144534 | $1.21B | 12 | 2026-03-31 | → |
| 328 | MATCH GRADE ADVISORS, LLC | GREENVILLE | 299181 | $479.4M | 8 | 2026-03-31 | → |
| 329 | SOLOMON API LLC | ROCKLEDGE | 159471 | $389.0M | 3 | 2026-06-30 | → |
| 330 | CANNON FINANCIAL STRATEGISTS, INC. | ATHENS | 133509 | $1.67B | 33 | 2026-03-31 | → |
| 331 | CIC, LLC | MARCO ISLAND | 311969 | $299.8M | 2 | 2026-04-30 | → |
| 332 | ONEASCENT FAMILY OFFICE LLC | BIRMINGHAM | 323305 | $544.5M | 14 | 2026-04-30 | → |
| 333 | 12TH STREET ASSET MANAGEMENT LLC | NASHVILLE | 153528 | $621.6M | 5 | 2026-02-28 | → |
| 334 | MASONRY CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 292664 | $370.5M | 3 | 2026-03-31 | → |
| 335 | E.S. BARR & COMPANY | LEXINGTON | 107447 | $2.22B | 6 | 2026-03-31 | → |
| 336 | OAK HARBOR WEALTH PARTNERS, LLC | RALEIGH | 311528 | $729.9M | 8 | 2026-04-30 | → |
| 337 | SLATESTONE WEALTH LLC | JUPITER | 286669 | $1.76B | 28 | 2026-06-30 | → |
| 338 | PURSELL MANAGEMENT CO. LLC | PEACHTREE CORNERS | 302011 | $354.0M | 4 | 2026-03-31 | → |
| 339 | MORAN WEALTH MANAGEMENT, LLC | NAPLES | 319208 | $5.10B | 56 | 2026-06-30 | → |
| 340 | TACTIVE ADVISORS, LLC | SARASOTA | 309311 | $619.0M | 15 | 2026-06-30 | → |
| 341 | FCG INVESTMENT COMPANY | GERMANTOWN | 308192 | $568.2M | 10 | 2026-02-28 | → |
| 342 | VALOR ADVISORS LLC | MIAMI | 171358 | $4.01B | 16 | 2026-06-30 | → |
| 343 | DELTA CAPITAL MANAGEMENT, LLC | MAITLAND | 128350 | $277.4M | 9 | 2026-03-31 | → |
| 344 | KLOSTERS CAPITAL LLC | MIAMI | 285582 | $495.6M | 7 | 2026-03-31 | → |
| 345 | SOUTHERNSUN ASSET MANAGEMENT LLC | MEMPHIS | 154572 | $749.4M | 15 | 2026-03-31 | → |
| 346 | NAPLES ASSET MANAGEMENT CO., LLC | MOORESVILLE | 133978 | $404.3M | 11 | 2026-06-30 | → |
| 347 | LEGACY WEALTH MANAGEMENT INC | MEMPHIS | 108619 | $2.66B | 22 | 2026-03-31 | → |
| 348 | COLONIAL TRUST ADVISORS, INC. | SPARTANBURG | 110257 | $1.85B | 28 | 2026-06-30 | → |
| 349 | RETIREMENT PLANOLOGY, INC. | ALEXANDRIA | 171302 | $265.9M | 3 | 2026-03-31 | → |
| 350 | MILLBANK DARTMOOR PORTSMOUTH LLC | ASHEVILLE | 311046 | $263.2M | 3 | 2026-03-31 | → |
| 351 | ALPHASTAR CAPITAL MANAGEMENT, LLC | CORNELIUS | 157423 | $2.50B | 150 | 2026-05-31 | → |
| 352 | PINNACLE WEALTH ADVISORS | NASHVILLE | 132634 | $936.5M | 6 | 2025-03-31 | → |
| 353 | CARDINAL CAPITAL MANAGEMENT INC | RALEIGH | 108076 | $1.03B | 4 | 2026-02-28 | → |
| 354 | NOVAPOINT CAPITAL LLC | ATLANTA | 173663 | $536.2M | 6 | 2026-03-31 | → |
| 355 | VICTORIA CAPITAL MANAGEMENT, INC. | CHARLESTON | 107665 | $305.5M | 3 | 2026-03-31 | → |
| 356 | MIDATLANTIC CAPITAL MANAGEMENT, INC. | RICHMOND | 116524 | $477.0M | 2 | 2026-02-28 | → |
| 357 | MORGAN CREEK CAPITAL MANAGEMENT, LLC | CHAPEL HILL | 138401 | $1.79B | 29 | 2026-03-31 | → |
| 358 | TREMBLANT CAPITAL LP | WEST PALM BEACH | 138743 | $744.6M | 19 | 2026-03-31 | → |
| 359 | THE HOERNER PLANNING GROUP, LLC | MIDDLEBURG | 139464 | $1.65B | 8 | 2026-03-31 | → |
| 360 | SKYE GLOBAL MANAGEMENT LP | WEST PALM BEACH | 283493 | $5.21B | 7 | 2026-03-31 | → |
| 361 | LEE DANNER & BASS INC | NASHVILLE | 111002 | $1.98B | 11 | 2026-06-30 | → |
| 362 | DECATUR CAPITAL MANAGEMENT, INC. | DECATUR | 120679 | $253.7M | 6 | 2026-03-31 | → |
| 363 | INNOVA ADVISORS LLC | CORAL GABLES | 318958 | $264.8M | 4 | 2026-05-31 | → |
| 364 | FAMILYWEALTH ADVISERS LLC | LAKE MARY | 289193 | $394.6M | 13 | 2026-03-31 | → |
| 365 | XP ADVISORY US, INC. | MIAMI | 173779 | $792.3M | 34 | 2026-04-30 | → |
| 366 | BLACK TORO LLC | MIAMI | 315289 | $345.1M | 15 | 2026-03-31 | → |
| 367 | GABLES CAPITAL MANAGEMENT INC | MIAMI | 109608 | $438.8M | 8 | 2026-03-31 | → |
| 368 | PORTER WHITE INVESTMENT ADVISORS, INC. | BIRMINGHAM | 110876 | $748.2M | 7 | 2026-04-30 | → |
| 369 | BCI SECURITIES, INC. | MIAMI | 168047 | $402.2M | 74 | 2026-03-31 | → |
| 370 | METEORA CAPITAL, LLC | BOCA RATON | 313378 | $1.54B | 16 | 2026-03-31 | → |
| 371 | GREYBULL PARTNERS LLC | ATLANTA | 128390 | $241.0M | 20 | 2026-06-30 | → |
| 372 | FPL CAPITAL MANAGEMENT, LLC | METAIRIE | 117499 | $1.08B | 5 | 2026-01-31 | → |
| 373 | POWER FINANCIAL PARTNERS, LLC | TAMPA | 324253 | $329.1M | 4 | 2026-02-28 | → |
| 374 | ABEL HALL, LLC | BATON ROUGE | 302076 | $819.1M | 10 | 2026-02-28 | → |
| 375 | CWA ASSET MANAGEMENT GROUP, LLC | NAPLES | 158940 | $4.51B | 67 | 2026-04-30 | → |
| 376 | FORA CAPITAL, LLC | MIAMI | 295393 | $1.67B | 8 | 2026-03-31 | → |
| 377 | HOBBS GROUP ADVISORS LLC | COLUMBIA | 157274 | $584.4M | 8 | 2026-03-31 | → |
| 378 | COLBERT INVESTMENT MANAGEMENT CO | MIAMI | 108642 | $295.8M | 3 | 2026-03-31 | → |
| 379 | DOUGLAS CAPITAL MANAGEMENT INC | JACKSONVILLE | 106262 | $295.2M | 4 | 2026-03-31 | → |
| 380 | JUNO FINANCIAL GROUP LLC | RICHMOND | 336362 | $541.9M | 8 | 2026-02-28 | → |
| 381 | SAGE MOUNTAIN ADVISORS, LLC | ATLANTA | 298593 | $4.29B | 31 | 2026-03-31 | → |
| 382 | MILESTONE INVESTMENTS, INC. | CHARLOTTE | 47090 | $277.3M | 2 | 2026-02-28 | → |
| 383 | WOODMONT INVESTMENT COUNSEL, LLC | NASHVILLE | 109779 | $2.01B | 15 | 2026-03-31 | → |
| 384 | ARCHPOINT INVESTORS LLC | CORAL GABLES | 151807 | $4.13B | 11 | 2026-03-31 | → |
| 385 | EKANTA WEALTH ADVISORS LLC | COCONUT GROVE | 282031 | $306.7M | 7 | 2026-03-31 | → |
| 386 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 387 | AGAMERICA LENDING LLC | LAKELAND | 164866 | $1.37B | 62 | 2026-03-31 | → |
| 388 | SPIREPOINT PRIVATE CLIENT, LLC | VERO BEACH | 327350 | $1.44B | 10 | 2026-06-30 | → |
| 389 | ABS LEGACY PARTNERS, LLC | HICKORY | 325604 | $670.8M | 3 | 2026-03-31 | → |
| 390 | THIRTYNORTH INVESTMENTS, LLC | NEW ORLEANS | 155355 | $467.8M | 6 | 2026-03-31 | → |
| 391 | AVORY & COMPANY, LLC. | MIAMI | 284812 | $353.2M | 3 | 2026-04-30 | → |
| 392 | CAROLINA WEALTH MANAGEMENT, INC. | GREENVILLE | 131393 | $798.5M | 10 | 2026-04-30 | → |
| 393 | BEAM WEALTH ADVISORS, INC. | COVINGTON | 109867 | $1.60B | 27 | 2026-04-30 | → |
| 394 | WMG FINANCIAL ADVISORS, LLC | KNOXVILLE | 285824 | $693.8M | 18 | 2026-05-31 | → |
| 395 | VERITY ASSET MANAGEMENT, INC. | DURHAM | 158667 | $1.15B | 77 | 2026-06-30 | → |
| 396 | BRAGG FINANCIAL ADVISORS INC | CHARLOTTE | 108780 | $4.67B | 39 | 2026-03-31 | → |
| 397 | THE BURNEY COMPANY | RESTON | 106945 | $3.59B | 46 | 2026-03-31 | → |
| 398 | SMITH, SALLEY & ASSOCIATES, LLC | GREENSBORO | 129614 | $2.89B | 18 | 2026-05-31 | → |
| 399 | STONEX ADVISORS INC. | BIRMINGHAM | 174182 | $5.09B | 220 | 2026-06-30 | → |
| 400 | ELEMENT WEALTH, LLC | RIDGELAND | 114968 | $743.7M | 15 | 2026-03-31 | → |
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