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 | |
|---|---|---|---|---|---|---|---|
| 501 | EQUITAS CAPITAL ADVISORS,LLC | NEW ORLEANS | 124471 | $214.2M | 6 | 2026-03-31 | → |
| 502 | ALIANZA CORP. INVESTMENT ADVISOR | MIAMI | 323267 | $204.1M | 5 | 2026-06-30 | → |
| 503 | CHARTER WEALTH MANAGEMENT, INC. | RALEIGH | 162299 | $195.6M | 4 | 2026-03-31 | → |
| 504 | FINANCIAL MANAGEMENT, INC. | LITTLE ROCK | 108350 | $224.5M | 6 | 2026-04-30 | → |
| 505 | EMERGENT FINANCIAL SERVICES, LLC. | CHARLOTTESVILLE | 288434 | $195.2M | 5 | 2026-03-31 | → |
| 506 | ADVANTAGE INVESTING, INC. | CORAL GABLES | 116059 | $138.9M | 2 | 2026-02-28 | → |
| 507 | CALTON & ASSOCIATES, INC. | TAMPA | 20999 | $1.58B | 373 | 2026-05-31 | → |
| 508 | PARTHENON LLC | LOUISVILLE | 107794 | $1.22B | 7 | 2026-01-31 | → |
| 509 | LESTE USA, LLC | MIAMI | 301289 | $126.3M | 12 | 2026-06-30 | → |
| 510 | SIGNATUREFD, LLC | ATLANTA | 112758 | $9.68B | 130 | 2026-03-31 | → |
| 511 | KOSS-OLINGER CONSULTING, LLC. | GAINESVILLE | 111855 | $2.23B | 30 | 2026-04-30 | → |
| 512 | PROVISE MANAGEMENT GROUP, LLC | CLEARWATER | 105375 | $2.03B | 22 | 2026-06-30 | → |
| 513 | ANCHOR INVESTMENT MANAGEMENT, LLC | COLUMBIA | 135296 | $1.52B | 17 | 2026-03-31 | → |
| 514 | EMETH VALUE CAPITAL, LLC | NEW ORLEANS | 310696 | $193.7M | 1 | 2026-02-28 | → |
| 515 | FINACCESS ADVISORS, LLC | MIAMI | 150697 | $4.11B | 13 | 2026-03-31 | → |
| 516 | ALPHABOND LLC | PALM BEACH | 336339 | $122.6M | 3 | 2026-03-31 | → |
| 517 | KINWELL LLC | CHARLESTON | 290449 | $214.7M | 2 | 2026-03-31 | → |
| 518 | SHEETS SMITH WEALTH MANAGEMENT | WINSTON SALEM | 105710 | $1.37B | 15 | 2026-03-31 | → |
| 519 | PATTON ALBERTSON MILLER GROUP, LLC | CHATTANOOGA | 281558 | $1.68B | 23 | 2026-03-31 | → |
| 520 | BRIGHT INVESTMENTS, LLC | AUBURN | 269955 | $151.5M | 6 | 2026-03-31 | → |
| 521 | GREYSTAR INVESTMENT GROUP, LLC | CHARLESTON | 160665 | $36.50B | 588 | 2026-06-30 | → |
| 522 | PFS INVESTMENTS INC. | DULUTH | 10111 | $15.54B | 3,992 | 2026-03-31 | → |
| 523 | HARVEY INVESTMENT COMPANY, LLC | LOUISVILLE | 110482 | $1.03B | 4 | 2026-05-31 | → |
| 524 | HEARTWOOD WEALTH ADVISORS, LLC | RICHMOND | 300273 | $1.55B | 13 | 2026-04-30 | → |
| 525 | 1776 WEALTH LLC | SANDY SPRINGS | 286321 | $390.8M | 2 | 2026-03-31 | → |
| 526 | RIVERFRONT INVESTMENT GROUP, LLC | RICHMOND | 146221 | $2.22B | 46 | 2026-06-30 | → |
| 527 | PREMIA GLOBAL ADVISORS, LLC | CORAL GABLES | 282426 | $340.8M | 3 | 2026-03-31 | → |
| 528 | AURORA INVESTMENT COUNSEL | ATLANTA | 107460 | $252.7M | 3 | 2026-03-31 | → |
| 529 | ALPHA FINANCIAL PARTNERS LLC | LEXINGTON | 306639 | $459.9M | 7 | 2026-03-31 | → |
| 530 | RFG ADVISORY, LLC | VESTAVIA HILLS | 158401 | $6.81B | 311 | 2026-06-30 | → |
| 531 | MCKINLEY CARTER WEALTH SERVICES, INC. | WHEELING | 135184 | $2.31B | 32 | 2026-03-31 | → |
| 532 | SOUTHBRIDGE ADVISORS, LLC | MARIETA | 306075 | $353.1M | 6 | 2026-03-31 | → |
| 533 | HIGHBROOK CAPITAL PARTNERS LLC | ATLANTA | 338408 | $509.1M | 6 | 2026-03-31 | → |
| 534 | BCS FINANCIAL, LLC | JOHNSON CITY | 115489 | $987.4M | 12 | 2026-03-31 | → |
| 535 | INFINITE GIVING ADVISORY SERVICES, INC. | ATLANTA | 315935 | $112.8M | 10 | 2026-05-31 | → |
| 536 | FIRST OAK WEALTH MANAGEMENT, LLC | RALEIGH | 288316 | $316.2M | 3 | 2026-03-31 | → |
| 537 | EAGLE CAPITAL MANAGEMENT, LLC | MANDEVILLE | 110177 | $455.2M | 3 | 2026-02-28 | → |
| 538 | FORTRESS PRIVATE LEDGER, LLC | RALEIGH | 290298 | $584.0M | 22 | 2026-03-31 | → |
| 539 | FINANCIAL SECURITY ADVISORY INC | VIRGINIA BEACH | 110746 | $1.74B | 43 | 2026-03-31 | → |
| 540 | CAPITAL INVESTMENT COUNSEL INC | RALEIGH | 104591 | $1.02B | 11 | 2026-04-30 | → |
| 541 | KASSOUF WEALTH ADVISORS, LLC | BIRMINGHAM | 122683 | $471.3M | 10 | 2026-03-31 | → |
| 542 | BCP ADVISORS LLC | MIAMI | 157973 | $475.3M | 5 | 2026-03-31 | → |
| 543 | GREENWOOD GEARHART, LLC | FAYETTEVILLE | 110379 | $1.97B | 26 | 2026-05-31 | → |
| 544 | CAHABA WEALTH MANAGEMENT, INC. | ATLANTA | 151675 | $2.06B | 23 | 2026-03-31 | → |
| 545 | TRINITY CAPITAL INVESTORS | JACKSON | 110798 | $458.3M | 2 | 2026-03-31 | → |
| 546 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | SARASOTA | 172205 | $207.9M | 3 | 2026-03-31 | → |
| 547 | BGV FINANCIAL ADVISORS USA, LLC | MIAMI | 324511 | $143.8M | 2 | 2026-03-31 | → |
| 548 | ATLANTIC PRIVATE WEALTH, LLC | CHAPEL HILL | 311517 | $894.0M | 5 | 2026-02-28 | → |
| 549 | BARNES PETTEY FINANCIAL ADVISORS, LLC | CLARKSDALE | 142944 | $1.31B | 13 | 2026-04-30 | → |
| 550 | KI CAPITAL WEALTH MANAGEMENT US LLC | MIAMI | 317738 | $145.9M | 5 | 2026-06-30 | → |
| 551 | BRASIL PLURAL INVESTMENT ADVISOR LLC | MIAMI | 288563 | $201.6M | 14 | 2026-05-31 | → |
| 552 | REDMOND ASSET MANAGEMENT, LLC | HENRICO | 138706 | $537.2M | 6 | 2026-04-30 | → |
| 553 | DELTA ASSET MANAGEMENT, LLC | MEMPHIS | 113688 | $1.53B | 10 | 2026-05-31 | → |
| 554 | TRUE WEALTH ADVISORY GROUP, LLC | MIAMI | 306523 | $240.1M | 4 | 2026-03-31 | → |
| 555 | AZZAD ASSET MANAGEMENT, INC. | FALLS CHURCH | 111291 | $1.84B | 18 | 2026-01-31 | → |
| 556 | BAYSHORE CAPITAL ADVISORS, LLC | TAMPA | 110209 | $879.2M | 12 | 2026-06-30 | → |
| 557 | LEGACY CAPITAL WEALTH PARTNERS, LLC | LITTLE ROCK | 291960 | $1.52B | 21 | 2026-06-30 | → |
| 558 | SSB WEALTH MANAGEMENT, INC. | VIENNA | 306510 | $2.73B | 20 | 2026-06-30 | → |
| 559 | NOESIS CAPITAL MANAGEMENT CORP | BOCA RATON | 110819 | $876.9M | 12 | 2026-03-31 | → |
| 560 | EVERGREEN ADVISORS, LLC | CHATTANOOGA | 149861 | $522.8M | 6 | 2026-03-31 | → |
| 561 | NAVITER WEALTH, LLC | LITTLE ROCK | 311508 | $1.60B | 15 | 2026-05-31 | → |
| 562 | GRAVITALIX FINANCIAL LLC | CORAL SPRINGS | 340206 | $542.5M | 2 | 2026-04-30 | → |
| 563 | CERTUITY, LLC | NORTH PALM BEACH | 129505 | $3.30B | 35 | 2026-04-30 | → |
| 564 | BALANZ ADVISORS LLC | CORAL GABLES | 322263 | $152.6M | 11 | 2026-04-30 | → |
| 565 | VERITY AND VERITY, LLC | BEAUFORT | 119630 | $1.40B | 16 | 2026-03-31 | → |
| 566 | ENVISION FINANCIAL PLANNING, LLC | MEMPHIS | 321790 | $462.5M | 6 | 2026-03-31 | → |
| 567 | RWA ADVISORS, LLC | BOCA RATON | 150120 | $199.1M | 4 | 2026-03-31 | → |
| 568 | THE ITHAKA GROUP, LLC | ARLINGTON | 146975 | $572.1M | 7 | 2026-03-31 | → |
| 569 | RAVENSWOOD PARTNERS LP | MCLEAN | 327106 | $436.1M | 5 | 2026-05-31 | → |
| 570 | FSAM LLC | ALPHARETTA | 287851 | $138.4M | 14 | 2026-03-31 | → |
| 571 | GLASSMAN WEALTH SERVICES, LLC | VIENNA | 151478 | $2.56B | 21 | 2026-04-30 | → |
| 572 | SOUND VIEW WEALTH ADVISORS GROUP, LLC | SAVANNAH | 300927 | $2.28B | 19 | 2026-03-31 | → |
| 573 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | MILTON | 109040 | $1.05B | 5 | 2026-02-28 | → |
| 574 | ALTAMONT CAPITAL MANAGEMENT, LLC. | ASHEVILLE | 118979 | $412.3M | 2 | 2026-01-31 | → |
| 575 | SUMMIT ASSET MANAGEMENT LLC | MEMPHIS | 109606 | $1.08B | 8 | 2026-03-31 | → |
| 576 | HMV WEALTH ADVISORS, LLC | SHREVEPORT | 297747 | $464.8M | 4 | 2025-09-30 | → |
| 577 | ZURAW FINANCIAL ADVISORS, LLC | GREENSBORO | 173129 | $519.9M | 3 | 2026-02-28 | → |
| 578 | LYNK CAPITAL MANAGEMENT COMPANY, LLC | JACKSONVILLE | 329038 | $359.6M | 6 | 2026-03-31 | → |
| 579 | MAINSAIL ASSET MANAGEMENT, LLC | BIRMINGHAM | 128373 | $598.8M | 7 | 2026-03-31 | → |
| 580 | PETTYJOHN, WOOD & WHITE, INC. | LYNCHBURG | 106403 | $1.02B | 6 | 2026-03-31 | → |
| 581 | THOMAS J. HERZFELD ADVISORS, INC. | MIAMI BEACH | 108369 | $890.4M | 15 | 2026-03-31 | → |
| 582 | THE BREIT GROUP, LLC | WRIGHTSVILLE BEACH | 335020 | $131.6M | 3 | 2026-03-31 | → |
| 583 | SUNBURST FINANCIAL GROUP, LLC | VESTAVIA HILLS | 283605 | $808.1M | 9 | 2026-05-31 | → |
| 584 | ASIO CAPITAL LLC | LEXINGTON | 298326 | $805.1M | 7 | 2026-03-31 | → |
| 585 | COMMERCE ADVISORS, LLC | MEMPHIS | 151439 | $337.9M | 6 | 2026-02-28 | → |
| 586 | CONVERGENCE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 148472 | $523.6M | 5 | 2026-03-31 | → |
| 587 | FINANCIAL DESIGNS WEALTH MANAGEMENT LLC | MIAMI | 314520 | $261.2M | 6 | 2026-06-30 | → |
| 588 | HATCHER CAPITAL INVESTMENTS, INC. | LITTLE ROCK | 300230 | $127.5M | 6 | 2026-03-31 | → |
| 589 | KENNONDALE CAPITAL MANAGEMENT, LLC | RICHMOND | 299863 | $141.9M | 3 | 2026-03-31 | → |
| 590 | DEUTERIUM CAPITAL MANAGEMENT, LLC | CLEARWATER | 294051 | $603.7M | 8 | 2026-04-30 | → |
| 591 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | RALEIGH | 149124 | $2.39B | 91 | 2026-03-31 | → |
| 592 | ACUMEN WEALTH ADVISORS, LLC | CHATTANOOGA | 282565 | $638.5M | 17 | 2026-03-31 | → |
| 593 | AZORA CAPITAL LP | MIAMI | 287621 | $2.50B | 16 | 2026-03-31 | → |
| 594 | TOBIAS FINANCIAL ADVISORS, INC. | PLANTATION | 104711 | $1.19B | 26 | 2026-04-30 | → |
| 595 | STEEL GROVE CAPITAL ADVISORS, LLC | MEMPHIS | 115231 | $1.64B | 13 | 2026-03-31 | → |
| 596 | DOUCET ASSET MANAGEMENT, LLC | NEW ORLEANS | 141546 | $120.8M | 2 | 2026-03-31 | → |
| 597 | SOUND FINANCIAL STRATEGIES GROUP, LLC | MADISON | 286261 | $217.7M | 7 | 2026-03-31 | → |
| 598 | TAYLOR SECURITIES, INC. | BRENTWOOD | 17575 | $283.8M | 6 | 2025-01-31 | → |
| 599 | LESTE CAPITAL PARTNERS (FLORIDA), LLC | MIAMI | 285179 | $1.61B | 19 | 2026-06-30 | → |
| 600 | RED DOOR WEALTH MANAGEMENT, LLC | MEMPHIS | 153235 | $3.09B | 19 | 2026-06-30 | → |
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