Research Report · 2026-06-30
Largest Registered Investment Advisers in the Southeast
SEC-registered investment advisers based in the Southeast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,728
Total AUM
$11.72T
Median AUM
$378.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | WMG FINANCIAL ADVISORS, LLC | KNOXVILLE | 285824 | $693.8M | 18 | 2026-05-31 | → |
| 902 | RAMSEY QUANTITATIVE SYSTEMS, INC. | LOUISVILLE | 175257 | $691.4M | 20 | 2026-06-30 | → |
| 903 | BRAINVEST WEALTH MANAGEMENT LLC | MIAMI | 289743 | $690.9M | 8 | 2026-04-30 | → |
| 904 | ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. | CORAL GABLES | 152104 | $690.9M | 10 | 2026-04-30 | → |
| 905 | ANCHYRA PARTNERS LLC | ATLANTA | 335467 | $689.2M | 5 | 2026-03-31 | → |
| 906 | WEALTH MANAGEMENT ADVISORS, LLC | GREENVILLE | 171260 | $686.1M | 10 | 2026-03-31 | → |
| 907 | MAROTTA ASSET MANAGEMENT, INC. | CHARLOTTESVILLE | 115645 | $686.0M | 16 | 2026-03-31 | → |
| 908 | ARGENT RETIREMENT PLAN ADVISORS, LLC | NEW ORLEANS | 165031 | $683.1M | 7 | 2026-03-31 | → |
| 909 | GLOBAL FRONTIER INVESTMENTS, LLC | CHARLESTON | 160105 | $682.0M | 2 | 2026-03-31 | → |
| 910 | BROAD RUN INVESTMENT MANAGEMENT, LLC | ARLINGTON | 165067 | $681.8M | 6 | 2026-03-31 | → |
| 911 | SYNERGY INVESTMENT MANAGEMENT LLC | ALTAMONTE SPRINGS | 305961 | $681.5M | 22 | 2026-05-31 | → |
| 912 | LMG WEALTH PARTNERS, LLC | SHREVEPORT | 318023 | $681.2M | 4 | 2026-06-30 | → |
| 913 | ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC | BOCA RATON | 159393 | $679.5M | 47 | 2026-03-31 | → |
| 914 | HUDSON VALUE PARTNERS, LLC | PALM BEACH | 301325 | $678.3M | 4 | 2026-06-30 | → |
| 915 | MTM INVESTMENT MANAGEMENT, LLC | SPARTANBURG | 297500 | $678.1M | 8 | 2026-03-31 | → |
| 916 | YORKTOWN MANAGEMENT AND RESEARCH CO INC | FOREST | 105083 | $677.1M | 9 | 2026-03-31 | → |
| 917 | SUMMIT WEALTH PARTNERS, LLC | ORLANDO | 283648 | $675.7M | 21 | 2026-03-31 | → |
| 918 | TOUNJIAN ADVISORY PARTNERS LLC | FORT MYERS | 329635 | $675.5M | 10 | 2026-03-31 | → |
| 919 | ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC | VIENNA | 313110 | $675.0M | 12 | 2026-05-31 | → |
| 920 | FIRETHORN WEALTH PARTNERS, LLC | AUGUSTA | 297634 | $671.9M | 9 | 2026-04-30 | → |
| 921 | ABS LEGACY PARTNERS, LLC | HICKORY | 325604 | $670.8M | 3 | 2026-03-31 | → |
| 922 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 923 | BLUECHIP WEALTH ADVISORS LLC | MILTON | 150008 | $666.4M | 8 | 2026-03-31 | → |
| 924 | ALLEN WEALTH MANAGEMENT, LLC | BOONE | 133038 | $664.3M | 7 | 2026-01-31 | → |
| 925 | TRUVESTMENTS CAPITAL LLC | SARASOTA | 291297 | $660.8M | 17 | 2026-03-31 | → |
| 926 | HOLDERNESS INVESTMENTS CO | GREENSBORO | 106530 | $660.7M | 8 | 2026-03-31 | → |
| 927 | TRADEWINDS, LLC | RALEIGH | 316415 | $659.4M | 12 | 2026-03-31 | → |
| 928 | HIGHPOST CAPITAL, LLC | WEST PALM BEACH | 307798 | $657.2M | 14 | 2026-05-31 | → |
| 929 | POLAR CAPITAL (AMERICA) CORPORATION | TAMPA | 155389 | $656.1M | 12 | 2026-06-30 | → |
| 930 | RANGE ADVISORY, LLC | MCLEAN | 321969 | $653.9M | 38 | 2026-03-31 | → |
| 931 | COLLABORATIVE WEALTH MANAGEMENT, INC. | LAKE MARY | 142106 | $653.3M | 13 | 2026-03-31 | → |
| 932 | COLLEGIATE CAPITAL MANAGEMENT, INC. | RALEIGH | 118205 | $653.0M | 8 | 2026-03-31 | → |
| 933 | DALE K. EHRHART, INC. | VENICE | 35971 | $648.8M | 6 | 2026-03-31 | → |
| 934 | POWELL INVESTMENT ADVISORS, LLC | MIAMI | 160333 | $648.0M | 2 | 2026-03-31 | → |
| 935 | GUARDIAN POINT CAPITAL, LP | CHARLOTTESVILLE | 165053 | $646.4M | 4 | 2026-03-31 | → |
| 936 | ONE8ZERO8, LLC | GREENSBORO | 332702 | $644.6M | 5 | 2026-05-31 | → |
| 937 | ABACUS FCF ADVISORS LLC | ORLANDO | 135152 | $642.6M | 5 | 2026-06-30 | → |
| 938 | WOODWARD FINANCIAL ADVISORS, INC. | CHAPEL HILL | 150641 | $641.5M | 10 | 2026-04-30 | → |
| 939 | PHOENIX WEALTH ADVISORS INC. | CHAPEL HILL | 118412 | $641.4M | 8 | 2026-02-28 | → |
| 940 | EVE PARTNERS, LLC | PONTE VEDRA BEACH | 307661 | $641.3M | 14 | 2026-05-31 | → |
| 941 | CONCORD ASSET MANAGEMENT, LLC | ABINGDON | 310710 | $639.4M | 2 | 2026-03-31 | → |
| 942 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 943 | FINANCIAL PARTNERS GROUP, LLC | GALLATIN | 165856 | $638.6M | 6 | 2025-03-31 | → |
| 944 | ACUMEN WEALTH ADVISORS, LLC | CHATTANOOGA | 282565 | $638.5M | 17 | 2026-03-31 | → |
| 945 | SOUTHERN CAPITAL ADVISORS, LLC | JACKSON | 292275 | $636.9M | 6 | 2026-05-31 | → |
| 946 | CROW'S NEST HOLDINGS LP | RICHMOND | 316652 | $636.6M | 4 | 2026-03-31 | → |
| 947 | ROWLAND MILLER + PARTNERS LLC | ATLANTA | 226629 | $635.9M | 5 | 2026-03-31 | → |
| 948 | HILLTOP WEALTH ADVISORS, LLC | CHAPEL HILL | 283014 | $635.5M | 17 | 2026-06-30 | → |
| 949 | VIZCAYA CAPITAL, LLC | MIAMI | 170518 | $631.4M | 9 | 2026-06-30 | → |
| 950 | PHAROS CAPITAL GROUP, LLC | BRENTWOOD | 158849 | $629.6M | 22 | 2026-03-31 | → |
| 951 | MERIDIAN FINANCIAL PARTNERS LLC | WARRENTON | 281969 | $627.6M | 7 | 2026-03-31 | → |
| 952 | CENTRICA WEALTH MANAGEMENT, LLC | MIAMI | 335042 | $627.4M | 3 | 2026-02-28 | → |
| 953 | BUTENSKY & COHEN FINANCIAL SECURITY INC | PONTE VEDRA BEACH | 110295 | $626.0M | 12 | 2026-01-31 | → |
| 954 | INDUSTRIAL DEVELOPMENT FUNDING LLC | MIAMI BEACH | 298015 | $624.0M | 5 | 2026-03-31 | → |
| 955 | PARK LANE ADVISORS, LLC | BIRMINGHAM | 338445 | $623.9M | 4 | 2026-02-28 | → |
| 956 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | ATLANTA | 105302 | $623.7M | 9 | 2026-06-30 | → |
| 957 | SPP MANAGEMENT SERVICES, LLC | CHARLOTTE | 164078 | $623.6M | 23 | 2026-03-31 | → |
| 958 | 12TH STREET ASSET MANAGEMENT LLC | NASHVILLE | 153528 | $621.6M | 5 | 2026-02-28 | → |
| 959 | CAPITAL ADVISERS, INC. | RALEIGH | 118442 | $620.0M | 5 | 2026-01-31 | → |
| 960 | BNA WEALTH, INC. | ROCK HILL | 39326 | $619.8M | 8 | 2026-05-31 | → |
| 961 | ALPHA FINANCIAL ADVISORS, LLC | CHARLOTTE | 122545 | $619.3M | 9 | 2026-06-30 | → |
| 962 | CPA ASSET MANAGEMENT GROUP, LLC | WEST PALM BEACH | 107833 | $619.2M | 11 | 2026-02-28 | → |
| 963 | TACTIVE ADVISORS, LLC | SARASOTA | 309311 | $619.0M | 15 | 2026-06-30 | → |
| 964 | HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC | NEW ORLEANS | 301715 | $617.9M | 3 | 2026-03-31 | → |
| 965 | CARDINAL STRATEGIC WEALTH GUIDANCE, LLC | LOUISVILLE | 283226 | $617.7M | 11 | 2026-03-31 | → |
| 966 | H.I.G. WHITEHORSE ADVISERS, LLC | MIAMI | 164905 | $615.1M | 82 | 2026-03-31 | → |
| 967 | DARWIN WEALTH MANAGEMENT, LLC | TAMPA | 166585 | $614.5M | 10 | 2026-03-31 | → |
| 968 | ZEGA INVESTMENTS, LLC | PALM BEACH GARDENS | 330428 | $614.0M | 10 | 2026-03-31 | → |
| 969 | SAFE HARBOR FAMILY CAPITAL, LLC | CHAPEL HILL | 317547 | $613.9M | 3 | 2026-03-31 | → |
| 970 | AUCTUS ADVISORS LLC | CHARLOTTE | 289489 | $612.9M | 3 | 2026-05-31 | → |
| 971 | ROSE CAPITAL ADVISORS, LLC | MIAMI BEACH | 173054 | $608.3M | 14 | 2026-04-30 | → |
| 972 | BEACON HARBOR WEALTH ADVISORS, INC. | VIRGINIA BEACH | 300243 | $608.3M | 8 | 2026-02-28 | → |
| 973 | INLET PRIVATE WEALTH, LLC | JUPITER | 297154 | $608.1M | 5 | 2026-02-28 | → |
| 974 | ARCAPITA INVESTMENT MANAGEMENT US INC. | ATLANTA | 168148 | $607.3M | 8 | 2026-05-31 | → |
| 975 | COGENTBLUE WEALTH ADVISORS, LLC | KNOXVILLE | 312899 | $606.0M | 5 | 2026-05-31 | → |
| 976 | KAH CAPITAL MANAGEMENT, LLC | MCLEAN | 298287 | $605.3M | 8 | 2026-03-31 | → |
| 977 | ATLAS BROWN, INC. | LOUISVILLE | 133408 | $605.2M | 9 | 2026-03-31 | → |
| 978 | FAIRVOY PRIVATE WEALTH, LLC | BIRMINGHAM | 329636 | $605.1M | 8 | 2026-03-31 | → |
| 979 | DESTINY FAMILY OFFICE | TAVARES | 338015 | $605.1M | 7 | 2026-06-30 | → |
| 980 | SAPERE WEALTH MANAGEMENT, LLC | MATTHEWS | 119598 | $604.8M | 7 | 2026-03-31 | → |
| 981 | DEUTERIUM CAPITAL MANAGEMENT, LLC | CLEARWATER | 294051 | $603.7M | 8 | 2026-04-30 | → |
| 982 | OAK HILL WEALTH ADVISORS, LLC | LANSDOWNE | 318606 | $603.2M | 10 | 2025-03-31 | → |
| 983 | OLIO FINANCIAL PLANNING, LLC | MCLEAN | 282355 | $600.5M | 14 | 2026-03-31 | → |
| 984 | VISHRIA BIRD FINANCIAL GROUP, LLC | MEMPHIS | 291979 | $599.7M | 7 | 2025-04-30 | → |
| 985 | MAINSAIL ASSET MANAGEMENT, LLC | BIRMINGHAM | 128373 | $598.8M | 7 | 2026-03-31 | → |
| 986 | WHITENER CAPITAL MANAGEMENT, INC | ROCKY MOUNT | 106865 | $598.5M | 9 | 2026-02-28 | → |
| 987 | RELIANT WEALTH PLANNING, LLC | LOUISVILLE | 286230 | $595.2M | 13 | 2026-03-31 | → |
| 988 | FUND DIRECT ADVISORS INC. | GREENSBORO | 155363 | $593.0M | 4 | 2026-03-31 | → |
| 989 | GDA LUMA CAPITAL MANAGEMENT, LP | MIAMI | 314502 | $592.4M | 14 | 2026-03-31 | → |
| 990 | DELTA FINANCIAL ADVISORS, L.L.C. | METAIRIE | 122092 | $592.3M | 5 | 2026-03-31 | → |
| 991 | WEALTH PRESERVATION ADVISORS, LLC | CHATTANOOGA | 167518 | $591.6M | 3 | 2026-03-31 | → |
| 992 | HOXTON PLANNING & MANAGEMENT, LLC | SHEPHERDSTOWN | 319087 | $591.5M | 8 | 2026-03-31 | → |
| 993 | WALTER C. FLOWER & CO., INC | NEW ORLEANS | 110775 | $591.3M | 2 | 2026-02-28 | → |
| 994 | FLORIDA ATLANTIC SECURITIES CORP. | MIAMI | 43272 | $590.0M | 4 | 2026-06-30 | → |
| 995 | RESTON WEALTH MANAGEMENT, LLC. | RESTON | 148816 | $589.9M | 8 | 2026-03-31 | → |
| 996 | WELLSPRING WEALTH MANAGEMENT LLC | ALPHARETTA | 134834 | $584.8M | 8 | 2026-03-31 | → |
| 997 | BH3 FUND ADVISORS, LLC | FORT LAUDERDALE | 298967 | $584.7M | 29 | 2026-03-31 | → |
| 998 | NEWROAD CAPITAL PARTNERS, LLC | BENTONVILLE | 281487 | $584.4M | 16 | 2026-03-31 | → |
| 999 | HOBBS GROUP ADVISORS LLC | COLUMBIA | 157274 | $584.4M | 8 | 2026-03-31 | → |
| 1000 | FORTRESS PRIVATE LEDGER, LLC | RALEIGH | 290298 | $584.0M | 22 | 2026-03-31 | → |
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