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 | |
|---|---|---|---|---|---|---|---|
| 1101 | PUNCH CARD MANAGEMENT LP | WINTER PARK | 162939 | $505.4M | 4 | 2026-03-31 | → |
| 1102 | BELLARS HARRIS WEALTH MANAGEMENT, LLC | VIRGINIA BEACH | 338986 | $505.4M | 8 | 2026-04-30 | → |
| 1103 | CAPITALA PRIVATE ADVISORS, LLC | CHARLOTTE | 283527 | $505.1M | 16 | 2026-03-31 | → |
| 1104 | QUANTITATIVE PROCESS, LLC | CHARLOTTE | 165699 | $502.1M | 3 | 2026-02-28 | → |
| 1105 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | ATLANTA | 106796 | $502.0M | 9 | 2026-03-31 | → |
| 1106 | HC ADVISORS LLC | SANDY SPRINGS | 165200 | $500.2M | 8 | 2026-03-31 | → |
| 1107 | STOKES CAPITAL ADVISORS, LLC | GREENWOOD | 281278 | $499.4M | 2 | 2026-02-28 | → |
| 1108 | ACT ADVISORS, LLC | ASHEVILLE | 173120 | $498.9M | 10 | 2026-03-31 | → |
| 1109 | JACKSON FINANCIAL SERVICES, LLC | MT. PLEASANT | 132252 | $498.1M | 3 | 2026-03-31 | → |
| 1110 | XCEL WEALTH MANAGEMENT, LLC | HOLLY HILL | 158863 | $497.9M | 4 | 2026-02-28 | → |
| 1111 | ALEXANDER INVESTMENT SERVICES CO. | LOUISVILLE | 1037 | $496.3M | 12 | 2026-03-31 | → |
| 1112 | WHITE OAKS INVESTMENT MANAGEMENT, INC | SARASOTA | 170016 | $496.1M | 2 | 2026-05-31 | → |
| 1113 | KLOSTERS CAPITAL LLC | MIAMI | 285582 | $495.6M | 7 | 2026-03-31 | → |
| 1114 | PIEDMONT CAPITAL MANAGEMENT, LLC | GREENBORO | 155682 | $495.6M | 24 | 2026-03-31 | → |
| 1115 | CORIGLIANO INVESTMENT ADVISERS, LLC | RALEIGH | 331908 | $495.5M | 4 | 2026-03-31 | → |
| 1116 | MCCAY WEALTH ADVISORY LLC | MANCHESTER | 286503 | $495.4M | 10 | 2026-02-28 | → |
| 1117 | SEMMAX FINANCIAL ADVISORS, INC. | WINSTON-SALEM | 144978 | $495.4M | 18 | 2026-03-31 | → |
| 1118 | BONAVENTURE CAPITAL, LLC | BIRMINGHAM | 120780 | $493.8M | 3 | 2026-03-31 | → |
| 1119 | HARBER CAPITAL LLC | ASHEVILLE | 158939 | $492.7M | 4 | 2026-03-31 | → |
| 1120 | CARR'S HILL CAPITAL PARTNERS MANAGEMENT, L.P. | NEW ORLEANS | 305205 | $492.7M | 10 | 2026-04-30 | → |
| 1121 | FUSION CAPITAL, LLC | MT. PLEASANT | 154726 | $492.3M | 6 | 2026-03-31 | → |
| 1122 | PACES FERRY WEALTH ADVISORS, LLC | ATLANTA | 300057 | $491.2M | 6 | 2026-03-31 | → |
| 1123 | LIFEWEALTH INVESTMENTS, LLC | WINTER GARDEN | 332978 | $490.6M | 22 | 2026-03-31 | → |
| 1124 | TIM LOONEY INVESTMENTS, LLC | LONGWOOD | 164413 | $490.3M | 4 | 2026-03-31 | → |
| 1125 | DAHER CAPITAL GROUP, LLC | JUPITER | 341516 | $490.0M | 1 | 2026-05-31 | → |
| 1126 | MNS FINANCIAL MANAGEMENT, L.L.C. | FORT MYERS | 116604 | $489.2M | 9 | 2026-04-30 | → |
| 1127 | IFRAH FINANCIAL SERVICES, INC. | LITTLE ROCK | 136925 | $489.1M | 14 | 2026-02-28 | → |
| 1128 | REGISTER FINANCIAL ADVISORS, LLC | ATLANTA | 143884 | $488.5M | 15 | 2026-04-30 | → |
| 1129 | OBJECTIVITY SQUARED, LLC | CHARLESTON | 311052 | $487.8M | 6 | 2026-03-31 | → |
| 1130 | ARGENT WEALTH, LLC | RIDGELAND | 311685 | $487.3M | 11 | 2026-03-31 | → |
| 1131 | THREE MAGNOLIAS FINANCIAL ADVISORS, LLC | WINSTON SALEM | 114471 | $487.1M | 7 | 2026-03-31 | → |
| 1132 | AFFILIATED PRIVATE INVESTORS LLC | WEST PALM BEACH | 111545 | $486.0M | 6 | 2026-03-31 | → |
| 1133 | CORNERSTONE PLANNING, LLC | CHARLOTTE | 166886 | $485.9M | 13 | 2026-02-28 | → |
| 1134 | THE PINES WEALTH MANAGEMENT, LLC | SOUTHERN PINES | 326353 | $485.9M | 4 | 2026-03-31 | → |
| 1135 | BAYMOUNT MANAGEMENT LP | MIAMI | 304809 | $485.7M | 5 | 2025-03-31 | → |
| 1136 | THE CAVANAUGH GROUP INC | KIAWAH ISLAND | 105931 | $485.7M | 2 | 2026-06-30 | → |
| 1137 | THE AMBRUS GROUP LLC | TAMPA | 316761 | $485.1M | 5 | 2026-05-31 | → |
| 1138 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | LOUISVILLE | 324258 | $484.0M | 8 | 2026-03-31 | → |
| 1139 | EXODUS WEALTH, LLC | FORT LAUDERDALE | 174328 | $483.6M | 53 | 2026-06-30 | → |
| 1140 | PARADIEM, LLC | COVINGTON | 158200 | $483.4M | 14 | 2026-06-30 | → |
| 1141 | GLOBAL KANDOR ADVISORS, LLC | KEY BISCAYNE | 308452 | $483.3M | 13 | 2026-04-30 | → |
| 1142 | GENESIS PRIVATE WEALTH, LLC | ASHBURN | 315692 | $482.4M | 6 | 2026-03-31 | → |
| 1143 | PHYSICIANS FINANCIAL SERVICES, INC. | RALEIGH | 118519 | $482.3M | 6 | 2026-03-31 | → |
| 1144 | AMJ FINANCIAL WEALTH MANAGEMENT LLC | LEESBURG | 162878 | $481.8M | 17 | 2026-03-31 | → |
| 1145 | IP FINANCIAL ADVISORY SERVICES LLC | CHARLOTTE | 305772 | $481.4M | 112 | 2026-06-30 | → |
| 1146 | TIGEROAK MANAGEMENT, LLC | NASHVILLE | 330640 | $481.2M | 5 | 2026-02-28 | → |
| 1147 | THURSTON ADVISORS, LLC | VERO BEACH | 318422 | $480.9M | 9 | 2026-05-31 | → |
| 1148 | ORANGE AVENUE ADVISORS LLC | ORLANDO | 339327 | $480.7M | 2 | 2026-05-31 | → |
| 1149 | COURAGE MILLER PARTNERS, LLC | NORFOLK | 147360 | $480.7M | 4 | 2026-03-31 | → |
| 1150 | TOWNSEND ASSET MANAGEMENT CORP. | RALEIGH | 108216 | $479.6M | 7 | 2026-02-28 | → |
| 1151 | MATCH GRADE ADVISORS, LLC | GREENVILLE | 299181 | $479.4M | 8 | 2026-03-31 | → |
| 1152 | PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC | WEST PALM BEACH | 165500 | $479.1M | 661 | 2026-03-31 | → |
| 1153 | JOULE FINANCIAL, LLC | LEXINGTON | 320791 | $478.6M | 8 | 2026-03-31 | → |
| 1154 | MIDATLANTIC CAPITAL MANAGEMENT, INC. | RICHMOND | 116524 | $477.0M | 2 | 2026-02-28 | → |
| 1155 | ONEASCENT WEALTH MANAGEMENT LLC | BIRMINGHAM | 308057 | $475.6M | 23 | 2026-04-30 | → |
| 1156 | SOURCE CAPITAL, LLC | ATLANTA | 325758 | $475.4M | 18 | 2026-03-31 | → |
| 1157 | BCP ADVISORS LLC | MIAMI | 157973 | $475.3M | 5 | 2026-03-31 | → |
| 1158 | ALLGEN FINANCIAL ADVISORS, INC. | ORLANDO | 126877 | $475.2M | 17 | 2026-03-31 | → |
| 1159 | NOCTUA INTERNATIONAL WMG, LLC | MIAMI | 151170 | $474.5M | 7 | 2026-03-31 | → |
| 1160 | CAPE INVESTMENT ADVISORY, INC. | MCDONOUGH | 146384 | $473.7M | 34 | 2026-03-31 | → |
| 1161 | BRIGHTSIDE CAPITAL PARTNERS LLC | LANTANA | 338288 | $472.8M | 12 | 2026-03-31 | → |
| 1162 | CABANA LLC | FAYETTEVILLE | 151418 | $471.8M | 6 | 2026-03-31 | → |
| 1163 | MASON & ASSOCIATES, LLC | NEWPORT NEWS | 307206 | $471.4M | 11 | 2026-06-30 | → |
| 1164 | KASSOUF WEALTH ADVISORS, LLC | BIRMINGHAM | 122683 | $471.3M | 10 | 2026-03-31 | → |
| 1165 | OCTOGONE NA, LLC | MIAMI | 322478 | $469.7M | 6 | 2026-03-31 | → |
| 1166 | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC | RICHMOND | 309329 | $469.5M | 5 | 2026-03-31 | → |
| 1167 | ADAPT WEALTH ADVISORS, LLC | ATLANTA | 329448 | $469.2M | 12 | 2026-03-31 | → |
| 1168 | CAPCO ASSET MANAGEMENT, LLC | TAMPA | 141325 | $468.6M | 5 | 2026-03-31 | → |
| 1169 | BROWN MCLEOD, INC | FAIRHOPE | 155548 | $468.2M | 8 | 2026-03-31 | → |
| 1170 | MANGROVE EQUITY PARTNERS, L.P. | TAMPA | 162429 | $468.1M | 14 | 2026-03-31 | → |
| 1171 | THIRTYNORTH INVESTMENTS, LLC | NEW ORLEANS | 155355 | $467.8M | 6 | 2026-03-31 | → |
| 1172 | RPS ADVISORY SOLUTIONS, LLC | LOUISVILLE | 311575 | $467.0M | 17 | 2026-03-31 | → |
| 1173 | SANDS CAPITAL HORIZONS, LLC | ARLINGTON | 335568 | $466.9M | 4 | 2026-03-31 | → |
| 1174 | Z3 CAPITAL PARTNERS, LLC | RICHMOND | 336791 | $466.8M | 5 | 2026-03-31 | → |
| 1175 | SHARPVUE CAPITAL, LLC | RALEIGH | 304746 | $465.2M | 9 | 2026-05-31 | → |
| 1176 | FIRST CITIZENS ASSET MANAGEMENT, INC | RALEIGH | 140777 | $465.1M | 58 | 2026-05-31 | → |
| 1177 | HMV WEALTH ADVISORS, LLC | SHREVEPORT | 297747 | $464.8M | 4 | 2025-09-30 | → |
| 1178 | COLONIAL RIVER INVESTMENTS, LLC | MIDLOTHIAN | 284839 | $464.4M | 21 | 2026-03-31 | → |
| 1179 | SARD WEALTH MANAGEMENT GROUP, LLC | ATLANTA | 123457 | $464.0M | 3 | 2026-02-28 | → |
| 1180 | TCP MANAGEMENT LLC | ATLANTA | 319179 | $463.5M | 12 | 2026-06-30 | → |
| 1181 | ENVISION FINANCIAL PLANNING, LLC | MEMPHIS | 321790 | $462.5M | 6 | 2026-03-31 | → |
| 1182 | JAZZ WEALTH MANAGERS, INC. | LARGO | 282807 | $462.2M | 9 | 2026-03-31 | → |
| 1183 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | FLORENCE | 121006 | $460.5M | 9 | 2026-03-31 | → |
| 1184 | ALPHA FINANCIAL PARTNERS LLC | LEXINGTON | 306639 | $459.9M | 7 | 2026-03-31 | → |
| 1185 | OWEN LARUE, LLC | ELIZABETHTOWN | 289436 | $458.9M | 7 | 2026-03-31 | → |
| 1186 | TRINITY CAPITAL INVESTORS | JACKSON | 110798 | $458.3M | 2 | 2026-03-31 | → |
| 1187 | PARAGON PRIVATE WEALTH MANAGEMENT LLC | LEXINGTON | 312817 | $457.9M | 6 | 2026-03-31 | → |
| 1188 | PURSUIT WEALTH MANAGEMENT, LLC | RALEIGH | 337709 | $457.5M | 7 | 2026-02-28 | → |
| 1189 | MOSELEY INVESTMENT MANAGEMENT, INC. | BRADENTION | 124152 | $456.8M | 7 | 2026-03-31 | → |
| 1190 | WEALTH ADVISORS OF TAMPA BAY LLC | TAMPA | 162724 | $456.8M | 8 | 2026-03-31 | → |
| 1191 | ACCESS INVESTMENT MANAGEMENT, LLC | ATLANTA | 322491 | $456.4M | 2 | 2026-02-28 | → |
| 1192 | FLORIDA FINANCIAL ADVISORS, LLC | TAMPA | 288811 | $456.1M | 667 | 2026-04-30 | → |
| 1193 | EAGLE CAPITAL MANAGEMENT, LLC | MANDEVILLE | 110177 | $455.2M | 3 | 2026-02-28 | → |
| 1194 | LEGACY WEALTH MANAGEMENT, LLC | RIDGELAND | 304659 | $455.1M | 4 | 2026-02-28 | → |
| 1195 | SELECTIVE WEALTH MANAGEMENT, INC. | FOREST | 164882 | $454.8M | 9 | 2026-05-31 | → |
| 1196 | WHITESTAR ADVISORS, LLC | BOCA RATON | 124627 | $454.5M | 8 | 2026-03-31 | → |
| 1197 | NEW WATER CAPITAL, L.P. | BOCA RATON | 226608 | $454.4M | 12 | 2026-03-31 | → |
| 1198 | KRAFT ASSET MANAGEMENT, LLC | NASHVILLE | 119139 | $453.7M | 2 | 2025-08-31 | → |
| 1199 | IMZ ADVISORY INC. | BOCA RATON | 314890 | $452.7M | 4 | 2026-03-31 | → |
| 1200 | OLD NORTH STATE WEALTH MANAGEMENT, LLC | WILMINGTON | 148659 | $452.6M | 6 | 2026-03-31 | → |
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