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 | |
|---|---|---|---|---|---|---|---|
| 1301 | PALM PEAK CAPITAL, LLC | BOCA RATON | 334986 | $400.8M | 9 | 2026-06-30 | → |
| 1302 | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC | DAYTONA BEACH | 139806 | $400.1M | 9 | 2026-03-31 | → |
| 1303 | MCP ADVISERS, LLC | ATLANTA | 328391 | $400.0M | 3 | 2025-04-30 | → |
| 1304 | GOLDEN SPARK INSIGHTS MERCHANT BANKING GROUP INC. | FAIRFAX | 339382 | $400.0M | 1 | 2026-03-31 | → |
| 1305 | RALEIGH CAPITAL MANAGEMENT INC. | CARY | 149538 | $397.8M | 20 | 2026-06-30 | → |
| 1306 | GOODWIN INVESTMENT ADVISORY, LLC | WOODSTOCK | 131193 | $397.0M | 13 | 2026-03-31 | → |
| 1307 | SARA-BAY FINANCIAL CORP. | SARASOTA | 133443 | $396.8M | 5 | 2026-04-30 | → |
| 1308 | VISIONARY HORIZONS, LLC | KNOXVILLE | 150483 | $396.7M | 12 | 2026-05-31 | → |
| 1309 | KIRTLAND FINANCIAL MANAGEMENT, INC. | CORAL GABLES | 131138 | $396.1M | 3 | 2026-03-31 | → |
| 1310 | POINCIANA ADVISORS GROUP, LLC | PALM BEACH GARDENS | 137423 | $396.0M | 2 | 2026-03-31 | → |
| 1311 | GUNDERSON CAPITAL MANAGEMENT, LLC | MOUNT PLEASANT | 140795 | $395.8M | 4 | 2026-04-30 | → |
| 1312 | GALAPAGOS ADVISORY LLC | MIAMI | 322042 | $395.7M | 8 | 2026-03-31 | → |
| 1313 | KIKER WEALTH MANAGEMENT, LLC | JASPER | 154405 | $395.1M | 9 | 2026-05-31 | → |
| 1314 | REFRAME WEALTH, LLC | FAIRFAX | 313386 | $394.8M | 5 | 2026-04-30 | → |
| 1315 | CLARION WEALTH MANAGEMENT PARTNERS, LLC | FAIRFAX | 334243 | $394.8M | 8 | 2026-03-31 | → |
| 1316 | ABICH FINANCIAL WEALTH MANAGEMENT, LLC | ASHBURN | 310633 | $394.7M | 28 | 2026-03-31 | → |
| 1317 | FAMILYWEALTH ADVISERS LLC | LAKE MARY | 289193 | $394.6M | 13 | 2026-03-31 | → |
| 1318 | HUNTER LEWIS LLC | CROZET | 304985 | $394.6M | 7 | 2026-04-30 | → |
| 1319 | AJ ADVISORS, LLC | NASHVILLE | 321606 | $393.9M | 5 | 2026-03-31 | → |
| 1320 | ARSENAL VENTURE PARTNERS, INC. | WINTER PARK | 160426 | $393.8M | 4 | 2026-06-30 | → |
| 1321 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | VIRGINIA BEACH | 311248 | $393.8M | 4 | 2026-02-28 | → |
| 1322 | PFW ADVISORS, LLC | ATLANTA | 325119 | $393.2M | 4 | 2026-01-31 | → |
| 1323 | KEY CAPITAL MANAGEMENT, INC. | HENDERSONVILLE | 173773 | $393.0M | 35 | 2026-04-30 | → |
| 1324 | APEX INVESTMENTS MANAGEMENT US, LLC | COCONUT GROVE | 322874 | $392.5M | 6 | 2026-04-30 | → |
| 1325 | FAMILY WEALTH PARTNERS, LLC | MATTHEWS | 317764 | $392.4M | 11 | 2026-05-31 | → |
| 1326 | EASTOVER INVESTMENT ADVISORS, LLC | CHARLOTTE | 150821 | $392.3M | 4 | 2026-02-28 | → |
| 1327 | MIURA INVESTMENT ADVISORS, INC | MIAMI | 283148 | $391.8M | 6 | 2026-06-30 | → |
| 1328 | MOON CAPITAL MANAGEMENT LLC | KNOXVILLE | 107612 | $391.5M | 6 | 2026-05-31 | → |
| 1329 | 1776 WEALTH LLC | SANDY SPRINGS | 286321 | $390.8M | 2 | 2026-03-31 | → |
| 1330 | EVANS INVESTMENT ADVISORS, L.L.C. | BATON ROUGE | 147000 | $390.7M | 5 | 2026-03-31 | → |
| 1331 | BARRAMUNDI ADVISORS LLC | BOCA RATON | 334454 | $390.4M | 7 | 2026-05-31 | → |
| 1332 | DAVIS INVESTMENT PARTNERS, LLC | CHARLOTTE | 318783 | $390.0M | 3 | 2026-01-31 | → |
| 1333 | IN ON CAPITAL ADVISORS LLC | MIAMI | 290038 | $389.4M | 16 | 2026-03-31 | → |
| 1334 | SOLOMON API LLC | ROCKLEDGE | 159471 | $389.0M | 3 | 2026-06-30 | → |
| 1335 | TIMONIER FAMILY OFFICE, LTD. | WINSTON SALEM | 150748 | $388.8M | 8 | 2026-02-28 | → |
| 1336 | SENTINEL WEALTH MANAGEMENT, INC. | RESTON | 122235 | $388.8M | 3 | 2026-04-30 | → |
| 1337 | MONORAIL SECURITIES LLC | SARASOTA | 285309 | $388.7M | 7 | 2026-03-31 | → |
| 1338 | RESOLUTE WEALTH STRATEGIES, LLC | JACKSON | 318599 | $387.6M | 7 | 2026-03-31 | → |
| 1339 | HASSELL WEALTH MANAGEMENT, L.L.C. | HOUMA | 297892 | $387.4M | 9 | 2026-03-31 | → |
| 1340 | NEW WAVE WEALTH ADVISORS LLC | SPRINGDALE | 323414 | $386.8M | 7 | 2026-02-28 | → |
| 1341 | HD MONEY, INC. | SARASOTA | 167623 | $386.1M | 12 | 2026-03-31 | → |
| 1342 | ALTERNATIVE INVESTMENT ADVISORS, LLC | MAITLAND | 160108 | $385.9M | 15 | 2026-03-31 | → |
| 1343 | WILLS FINANCIAL GROUP, LLC | RICHMOND | 334431 | $385.7M | 5 | 2026-02-28 | → |
| 1344 | RANCH CAPITAL ADVISORS INC. | SARASOTA | 300966 | $385.5M | 7 | 2026-03-31 | → |
| 1345 | ELEVATE WEALTH ADVISORY, INC. | ATHENS | 149713 | $385.5M | 13 | 2026-03-31 | → |
| 1346 | AGVICTUS CAPITAL MANAGEMENT LLC | ALPHARETTA | 307047 | $384.7M | 5 | 2026-03-31 | → |
| 1347 | GLOBAL TRUST ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 143120 | $384.5M | 12 | 2026-01-31 | → |
| 1348 | WEATHERVANE ASSET MANAGEMENT LLC | FORT LAUDERDALE | 312424 | $384.1M | 4 | 2026-03-31 | → |
| 1349 | PARAGON FINANCIAL SERVICES | RICHMOND | 164832 | $383.7M | 7 | 2026-03-31 | → |
| 1350 | SPARTAN PLANNING & WEALTH MANAGEMENT, LLC | GREENSBORO | 166599 | $383.7M | 5 | 2026-03-31 | → |
| 1351 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | GREENSBORO | 167102 | $383.3M | 3 | 2026-03-31 | → |
| 1352 | KEATING INVESTMENT COUNSELORS INC | DELRAY BEACH | 110134 | $383.1M | 3 | 2026-04-30 | → |
| 1353 | CAPITAL MANAGEMENT LLC | GREENSBORO | 109416 | $383.0M | 3 | 2026-03-31 | → |
| 1354 | ONE + ONE WEALTH MANAGEMENT, LLC | JUPITER | 310906 | $383.0M | 5 | 2026-02-28 | → |
| 1355 | CANOPY 360 WEALTH, LLC | OCALA | 296771 | $382.8M | 9 | 2026-01-31 | → |
| 1356 | CLEARSHARES LLC | MARCO ISLAND | 157531 | $382.5M | 3 | 2026-04-30 | → |
| 1357 | RED TORTOISE, LLC | ATLANTA | 282509 | $382.3M | 4 | 2026-03-31 | → |
| 1358 | EATON FINANCIAL HOLDINGS COMPANY, LLC | CORAL SPRINGS | 316323 | $382.2M | 4 | 2026-03-31 | → |
| 1359 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | ATLANTA | 126514 | $382.0M | 56 | 2026-03-31 | → |
| 1360 | MYRIAD ASSET MANAGEMENT ADVISORS LLC | WEST PALM BEACH | 335546 | $380.9M | 5 | 2026-02-28 | → |
| 1361 | SCALA CAPITAL LLC | MIAMI | 156165 | $380.5M | 12 | 2026-01-31 | → |
| 1362 | GOEPPER BURKHARDT LLC | GREENVILLE | 127896 | $380.3M | 5 | 2026-03-31 | → |
| 1363 | SUNCOAST CAPITAL MANAGEMENT | NEW ORLEANS | 304638 | $380.0M | 4 | 2026-06-30 | → |
| 1364 | AGNELLO FINANCIAL GROUP, INC. | WEST PALM BEACH | 141522 | $378.6M | 4 | 2026-02-28 | → |
| 1365 | BOCA WEALTH ADVISORS, LLC | BOCA RATON | 108038 | $378.6M | 2 | 2026-01-31 | → |
| 1366 | FINANCIAL ADVISORY PARTNERS, LLC | WINTER PARK | 310914 | $377.8M | 3 | 2026-05-31 | → |
| 1367 | PINVEST LLC | CORAL GABLES | 331586 | $377.5M | 4 | 2026-06-30 | → |
| 1368 | FAMILY LEGACY, INC. | GREENVILLE | 110945 | $377.3M | 10 | 2026-03-31 | → |
| 1369 | NEW RIVER FINANCIAL GROUP, LLC | CHRISTIANSBURG | 283428 | $377.1M | 10 | 2026-02-28 | → |
| 1370 | YEOMANS CONSULTING GROUP, INC. | MARIETTA | 125573 | $377.1M | 14 | 2026-01-31 | → |
| 1371 | COMMONWEALTH RETIREMENT INVESTMENTS LLC | RICHMOND | 285998 | $377.0M | 12 | 2026-03-31 | → |
| 1372 | CHRISTY CAPITAL MANAGEMENT, INC. | MACON | 149313 | $376.3M | 22 | 2026-03-31 | → |
| 1373 | AZ APICE CAPITAL MANAGEMENT LLC | MIAMI | 281973 | $375.8M | 4 | 2025-03-31 | → |
| 1374 | HILTON HEAD FINANCIAL ADVISORS, INC. | HILTON HEAD | 140249 | $375.1M | 3 | 2026-03-31 | → |
| 1375 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | JACKSONVILLE | 169538 | $374.8M | 6 | 2026-02-28 | → |
| 1376 | CIBEST CAPITAL ADVISORY SERVICES LLC | MIAMI | 317663 | $374.8M | 7 | 2026-03-31 | → |
| 1377 | AVENTURA PRIVATE WEALTH, LLC | AVENTURA | 332630 | $374.8M | 5 | 2026-05-31 | → |
| 1378 | STRATEGENT FINANCIAL, LLC | HARRISONBURG | 148173 | $374.7M | 6 | 2026-03-31 | → |
| 1379 | COMPREHENSIVE WEALTH SOLUTIONS, LLC | BOCA RATON | 131324 | $374.3M | 3 | 2026-03-31 | → |
| 1380 | WALKER FINANCIAL SERVICES, INC. | BOWLING GREEN | 145457 | $373.7M | 17 | 2026-06-30 | → |
| 1381 | HIBERNIA WEALTH PARTNERS, LLC | BATON ROUGE | 319509 | $372.5M | 10 | 2026-03-31 | → |
| 1382 | UNITED BROKERAGE SERVICES, INC | PARKERSBURG | 39062 | $372.3M | 95 | 2026-04-30 | → |
| 1383 | ANDREW W. BYRD & CO., L.L.C. | NASHVILLE | 163780 | $372.0M | 13 | 2026-03-31 | → |
| 1384 | LANGLEY WEALTH MANAGEMENT, LLC | CORINTH | 312823 | $370.6M | 9 | 2026-03-31 | → |
| 1385 | MASONRY CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 292664 | $370.5M | 3 | 2026-03-31 | → |
| 1386 | BLACKRIDGE ASSET MANAGEMENT, LLC | JUPITER | 277085 | $370.3M | 72 | 2026-05-31 | → |
| 1387 | LRZ CAPITAL LLC | MIAMI | 333746 | $370.0M | 3 | 2026-04-30 | → |
| 1388 | ARAGON GLOBAL MANAGEMENT, LP | MIAMI | 156043 | $369.0M | 3 | 2026-05-31 | → |
| 1389 | TAGSTONE CAPITAL, INC. | CHARLOTTE | 158864 | $368.9M | 1 | 2026-02-28 | → |
| 1390 | AFT, FORSYTH & SOBER, LLC | VALRICO | 162858 | $368.5M | 2 | 2026-05-31 | → |
| 1391 | PEREGRINE INVESTMENT ADVISORS, LLC | MADISON | 153081 | $368.4M | 4 | 2026-02-28 | → |
| 1392 | HIGHLAND INVESTMENT ADVISORS LLC | PONTE VEDRA | 141694 | $368.3M | 11 | 2026-06-30 | → |
| 1393 | SCHORN WEALTH, LLC | ENGLEWOOD | 304104 | $367.8M | 12 | 2026-02-28 | → |
| 1394 | CARTER-HASTON INVESTMENT PARTNERS II GP, LLC | NASHVILLE | 165442 | $367.2M | 12 | 2026-03-31 | → |
| 1395 | TULL FINANCIAL GROUP, INC. | CHESAPEAKE | 112235 | $367.1M | 9 | 2026-03-31 | → |
| 1396 | ASSET PLANNING SERVICES INC | COVINGTON | 104715 | $365.6M | 5 | 2026-02-28 | → |
| 1397 | REGIMEN WEALTH, LLC | ATLANTA | 309672 | $365.2M | 6 | 2026-06-30 | → |
| 1398 | EVR RESEARCH LP | RICHMOND | 283385 | $365.0M | 6 | 2026-05-31 | → |
| 1399 | INVENIO WEALTH PARTNERS, LLC | CORAL GABLES | 323039 | $364.0M | 5 | 2026-06-30 | → |
| 1400 | SOLITUDE FINANCIAL SERVICES, INC. | CHARLOTTESVILLE | 150348 | $363.5M | 8 | 2026-05-31 | → |
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