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 | |
|---|---|---|---|---|---|---|---|
| 401 | TIMUCUAN ASSET MANAGEMENT INC | JACKSONVILLE | 105899 | $3.81B | 10 | 2026-03-31 | → |
| 402 | ACORN FINANCIAL ADVISORY SERVICES, INC. | RESTON | 116763 | $1.40B | 11 | 2026-06-30 | → |
| 403 | PATTEN AND PATTEN, INC. | CHATTANOOGA | 105414 | $2.21B | 13 | 2026-03-31 | → |
| 404 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | LAFAYETTE | 171278 | $1.80B | 22 | 2026-03-31 | → |
| 405 | ACCESS INVESTMENT MANAGEMENT, LLC | ATLANTA | 322491 | $456.4M | 2 | 2026-02-28 | → |
| 406 | SUNSTATE WEALTH MANAGEMENT LLC | CORAL GABLES | 317453 | $209.8M | 4 | 2026-05-31 | → |
| 407 | HORRELL CAPITAL MANAGEMENT, INC. | LITTLE ROCK | 115711 | $435.1M | 1 | 2026-03-31 | → |
| 408 | NBC SECURITIES, INC. | BIRMINGHAM | 17870 | $1.78B | 68 | 2026-06-30 | → |
| 409 | LAS OLAS CAPITAL ADVISORS, LLC | FORT LAUDERDALE | 175077 | $551.9M | 8 | 2026-03-31 | → |
| 410 | BCM ADVISORS, LLC | LAFAYETTE | 107946 | $775.7M | 9 | 2026-02-28 | → |
| 411 | BLUECHIP WEALTH ADVISORS LLC | MILTON | 150008 | $666.4M | 8 | 2026-03-31 | → |
| 412 | ADVISORTRUST PARTNERS, LLC | RALEIGH | 304967 | $435.3M | 6 | 2026-05-31 | → |
| 413 | LOYOLA ASSET MANAGEMENT LLC | CORAL GABLES | 153255 | $239.9M | 5 | 2026-03-31 | → |
| 414 | GRAVES LIGHT LENHART WEALTH, INC. | HARRISONBURG | 298283 | $1.23B | 11 | 2026-03-31 | → |
| 415 | LIQUID STRATEGIES, LLC | ATLANTA | 170107 | $1.45B | 13 | 2026-03-31 | → |
| 416 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | THOMASVILLE | 113106 | $1.07B | 22 | 2026-03-31 | → |
| 417 | GODSEY & GIBB INC | RICHMOND | 105650 | $1.56B | 23 | 2026-05-31 | → |
| 418 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | VENICE | 323060 | $1.93B | 20 | 2026-04-30 | → |
| 419 | WEALTHHARBOR CAPITAL GROUP, LLC | METAIRIE | 118614 | $334.7M | 9 | 2026-03-31 | → |
| 420 | WEALTHCARE CAPITAL MANAGEMENT LLC | RICHMOND | 111119 | $3.93B | 54 | 2026-05-31 | → |
| 421 | LAFFER TENGLER INVESTMENTS, INC. | NASHVILLE | 108068 | $800.1M | 14 | 2026-03-31 | → |
| 422 | FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC | MOBILE | 168390 | $194.9M | 4 | 2026-03-31 | → |
| 423 | AFBI LP | MIAMI BEACH | 331428 | $2.34B | 22 | 2026-03-31 | → |
| 424 | FDI WEALTH MANAGEMENT, LLC | MIAMI | 292050 | $283.8M | 5 | 2026-03-31 | → |
| 425 | B. RILEY WEALTH ADVISORS, INC. | MEMPHIS | 115927 | $4.21B | 268 | 2026-03-31 | → |
| 426 | AGIS MANAGEMENT LLC | CLEARWATER | 172457 | $428.7M | 16 | 2026-03-31 | → |
| 427 | PERSIUM ADVISORS, LLC | ATLANTA | 128335 | $583.6M | 13 | 2026-03-31 | → |
| 428 | BISON WEALTH, LLC | ATLANTA | 299805 | $2.74B | 78 | 2026-06-30 | → |
| 429 | 3EDGE ASSET MANAGEMENT, LP | NAPLES | 282059 | $1.95B | 24 | 2026-04-30 | → |
| 430 | FIELDER CAPITAL GROUP LLC | NASHVILLE | 156737 | $1.21B | 11 | 2026-03-31 | → |
| 431 | GENTRUST, LLC | MIAMI | 158369 | $5.20B | 40 | 2026-03-31 | → |
| 432 | SPIRE WEALTH MANAGEMENT, LLC | MCLEAN | 113908 | $4.51B | 145 | 2026-06-30 | → |
| 433 | AMICORP WEALTH SERVICES LLC | MIAMI | 319247 | $188.5M | 3 | 2026-03-31 | → |
| 434 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | ATLANTA | 106796 | $502.0M | 9 | 2026-03-31 | → |
| 435 | FIRETHORN WEALTH PARTNERS, LLC | AUGUSTA | 297634 | $671.9M | 9 | 2026-04-30 | → |
| 436 | HORIZON INVESTMENTS LLC | CHARLOTTE | 109552 | $8.47B | 76 | 2026-03-31 | → |
| 437 | TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC | LOOKOUT MOUNTAIN | 149101 | $314.2M | 3 | 2026-05-31 | → |
| 438 | IFG ADVISORY, LLC | ATLANTA | 168012 | $4.76B | 187 | 2026-03-31 | → |
| 439 | ERISA ADVISERS, INC. | BRENTWOOD | 170487 | $187.1M | 4 | 2026-03-31 | → |
| 440 | BROAD REACH CAPITAL LLC | RALEIGH | 144686 | $180.5M | 4 | 2026-05-31 | → |
| 441 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | RALEIGH | 336317 | $176.4M | 1 | 2026-06-30 | → |
| 442 | CORBETT ROAD CAPITAL MANAGEMENT, LLC | MCLEAN | 305063 | $176.3M | 5 | 2026-06-30 | → |
| 443 | BRASIL CAPITAL ADVISER LLC | AVENTURA | 310125 | $183.7M | 4 | 2025-07-31 | → |
| 444 | ALLARIA ASSET MANAGEMENT, LLC | MIAMI | 287513 | $179.6M | 6 | 2026-04-30 | → |
| 445 | EVERSOURCE WEALTH ADVISORS, LLC | BIRMINGHAM | 286340 | $5.10B | 76 | 2026-04-30 | → |
| 446 | INCASA LLC | MIAMI | 174058 | $725.2M | 3 | 2026-03-31 | → |
| 447 | TANDEM INVESTMENT ADVISORS INC | CHARLESTON | 109392 | $3.45B | 18 | 2026-05-31 | → |
| 448 | MCDONALD FINANCIAL SERVICES, LLC | MONTGOMERY | 282899 | $443.5M | 8 | 2026-03-31 | → |
| 449 | MONTAG A & ASSOCIATES INC | ATLANTA | 105756 | $2.97B | 30 | 2026-03-31 | → |
| 450 | WEALTH MANAGEMENT ADVISORS, LLC | GREENVILLE | 171260 | $686.1M | 10 | 2026-03-31 | → |
| 451 | BRIDGES CAPITAL LLC | FORT LAUDERDALE | 297718 | $251.6M | 1 | 2026-01-31 | → |
| 452 | LYON WEALTH ADVISORS GROUP, LLC | CHARLOTTE | 325041 | $311.4M | 3 | 2026-01-31 | → |
| 453 | MONTEREY WEALTH PARTNERS LLC | ATLANTA | 172577 | $300.1M | 3 | 2026-01-31 | → |
| 454 | FIDUCIARY ALLIANCE LLC | GREENVILLE | 284924 | $2.53B | 76 | 2026-06-30 | → |
| 455 | SOUTHCOL ADVISORS, LLC | NAPLES | 308154 | $208.7M | 4 | 2026-02-28 | → |
| 456 | ABACUS PLANNING GROUP, INC. | COLUMBIA | 107994 | $2.16B | 30 | 2026-04-30 | → |
| 457 | EVENSKY & KATZ, LLC | CORAL GABLES | 109698 | $3.21B | 44 | 2026-03-31 | → |
| 458 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | MONTGOMERY | 116091 | $2.01B | 16 | 2026-05-31 | → |
| 459 | HUNTER LEWIS LLC | CROZET | 304985 | $394.6M | 7 | 2026-04-30 | → |
| 460 | KERUSSO CAPITAL MANAGEMENT, LLC | WINSTON-SALEM | 316352 | $222.4M | 3 | 2026-03-31 | → |
| 461 | COLONY CAPITAL INVESTMENT ADVISORS, LLC | BOCA RATON | 175506 | $336.2M | 86 | 2026-05-31 | → |
| 462 | SANDS CAPITAL ALTERNATIVES, LLC | ARLINGTON | 155517 | $5.41B | 182 | 2026-03-31 | → |
| 463 | TANNIN CAPITAL, LLC | CHARLOTTE | 304238 | $824.9M | 7 | 2026-03-31 | → |
| 464 | NTV ASSET MANAGEMENT, LLC | CHARLESTON | 111062 | $1.16B | 5 | 2026-03-31 | → |
| 465 | LINDEN THOMAS ADVISORY SERVICES, LLC | CHARLOTTE | 288557 | $1.77B | 14 | 2026-05-31 | → |
| 466 | MONTAG & CALDWELL LLC | ATLANTA | 104841 | $577.0M | 14 | 2025-03-31 | → |
| 467 | WEST FINANCIAL SERVICES, INC. | MCLEAN | 137497 | $2.84B | 39 | 2026-06-30 | → |
| 468 | IMZ ADVISORY INC. | BOCA RATON | 314890 | $452.7M | 4 | 2026-03-31 | → |
| 469 | SEVEN SPRINGS WEALTH GROUP, LLC | BRENTWOOD | 127411 | $1.41B | 15 | 2026-06-30 | → |
| 470 | RBF CAPITAL MANAGEMENT, INC. | SARASOTA | 164524 | $160.6M | 3 | 2026-02-28 | → |
| 471 | BAYMOUNT MANAGEMENT LP | MIAMI | 304809 | $485.7M | 5 | 2025-03-31 | → |
| 472 | AFT, FORSYTH & SOBER, LLC | VALRICO | 162858 | $368.5M | 2 | 2026-05-31 | → |
| 473 | HAMILTON CAPITAL PARTNERS, LLC | ATLANTA | 314344 | $444.0M | 5 | 2026-04-30 | → |
| 474 | CAPITAL ADVISERS, INC. | RALEIGH | 118442 | $620.0M | 5 | 2026-01-31 | → |
| 475 | DARA CAPITAL US, INC. | MIAMI | 153544 | $563.1M | 3 | 2026-03-31 | → |
| 476 | DALE K. EHRHART, INC. | VENICE | 35971 | $648.8M | 6 | 2026-03-31 | → |
| 477 | CASSADAY & CO WEALTH MANAGEMENT LLC | MCLEAN | 317672 | $7.14B | 97 | 2026-03-31 | → |
| 478 | CULLINAN ASSOCIATES, INC. | LOUISVILLE | 108340 | $1.48B | 17 | 2026-03-31 | → |
| 479 | UCAP ASSET MANAGEMENT LLC | MIAMI | 170846 | $208.2M | 14 | 2026-03-31 | → |
| 480 | RIVERNORTH CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 122020 | $6.17B | 20 | 2026-03-31 | → |
| 481 | CPC ADVISORS, LLC | ATLANTA | 111025 | $1.68B | 29 | 2026-04-30 | → |
| 482 | FLOW FOCUS LLC | MIAMI | 306849 | $174.9M | 4 | 2026-03-31 | → |
| 483 | COLONY FAMILY OFFICES, LLC | CHARLOTTE | 167017 | $3.36B | 16 | 2026-02-28 | → |
| 484 | VERUM PARTNERS LLC | CHARLOTTE | 301058 | $1.01B | 17 | 2026-03-31 | → |
| 485 | WADDELL & ASSOCIATES, LLC | MEMPHIS | 283723 | $2.38B | 21 | 2026-03-31 | → |
| 486 | AUGUSTINE ASSET MANAGEMENT INC | JACKSONVILLE | 105801 | $783.3M | 8 | 2026-03-31 | → |
| 487 | BASS AND BELL, INC. | LITTLE ROCK | 300557 | $1.02B | 6 | 2026-03-31 | → |
| 488 | JEFFERSON BRIDGE CAPITAL, LLC | NASHVILLE | 325636 | $146.2M | 3 | 2026-01-31 | → |
| 489 | CASTELLAN GROUP, LLC | LOUISVILLE | 299363 | $882.2M | 8 | 2026-03-31 | → |
| 490 | L&S INVESTMENT ADVISORS, LLC | MIAMI | 285002 | $231.4M | 8 | 2026-03-31 | → |
| 491 | OAKWORTH ASSET MANAGEMENT, LLC | BIRMINGHAM | 335388 | $846.3M | 20 | 2026-03-31 | → |
| 492 | ATLANTIC UNION MUNICIPAL ADVISORS, INC | GLEN ALLEN | 329425 | $134.3M | 4 | 2026-05-31 | → |
| 493 | WESTEND ADVISORS, LLC | CHARLOTTE | 133279 | $1.87B | 29 | 2026-01-31 | → |
| 494 | CAROLINAS WEALTH CONSULTING LLC | CHARLOTTE | 300003 | $1.34B | 18 | 2025-03-31 | → |
| 495 | PRIVATE CAPITAL MANAGEMENT, LLC | NAPLES | 169172 | $1.44B | 21 | 2026-03-31 | → |
| 496 | COGENTBLUE WEALTH ADVISORS, LLC | KNOXVILLE | 312899 | $606.0M | 5 | 2026-05-31 | → |
| 497 | BIRMINGHAM CAPITAL MANAGEMENT CO INC | BIRMINGHAM | 108508 | $273.6M | 1 | 2026-03-31 | → |
| 498 | CEETO CAPITAL GROUP, LLC | CORAL GABLES | 286538 | $531.4M | 4 | 2026-03-31 | → |
| 499 | BURGESS CHAMBERS & ASSOCIATES INC | ORLANDO | 110164 | $165.9M | 10 | 2026-03-31 | → |
| 500 | BLUE EDGE CAPITAL, LLC | RICHMOND | 155613 | $765.1M | 5 | 2026-04-30 | → |
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