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 | |
|---|---|---|---|---|---|---|---|
| 1501 | BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC | THE VILLAGES | 291380 | $332.8M | 17 | 2026-03-31 | → |
| 1502 | GRIDLINE ADVISORS, LLC | ATLANTA | 317336 | $332.1M | 24 | 2026-06-30 | → |
| 1503 | INSIGHT FOLIOS INC | CHARLOTTE | 174411 | $331.3M | 15 | 2026-03-31 | → |
| 1504 | ALLIANCE WEALTH STRATEGIES, LLC | LYNCHBURG | 173559 | $330.7M | 7 | 2026-03-31 | → |
| 1505 | CLARIS FINANCIAL, LLC | GLEN ALLEN | 168503 | $330.2M | 8 | 2026-03-31 | → |
| 1506 | DAI WEALTH, LLC | ATLANTA | 138938 | $330.0M | 40 | 2026-03-31 | → |
| 1507 | MAI, INC. | LEXINGTON | 107337 | $329.7M | 6 | 2026-03-31 | → |
| 1508 | STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | ORLANDO | 154616 | $329.7M | 8 | 2026-03-31 | → |
| 1509 | GUTIERREZ WEALTH ADVISORY, LLC | LITTLE ROCK | 319481 | $329.3M | 4 | 2026-03-31 | → |
| 1510 | POWER FINANCIAL PARTNERS, LLC | TAMPA | 324253 | $329.1M | 4 | 2026-02-28 | → |
| 1511 | MTC WEALTH MANAGEMENT LLC | TAMPA | 305308 | $329.0M | 16 | 2026-03-31 | → |
| 1512 | WOLF RIVER CAPITAL MANAGEMENT, LLC | MEMPHIS | 149038 | $328.7M | 8 | 2026-03-31 | → |
| 1513 | GLIDE CAPITAL LLC | MIAMI | 288592 | $328.5M | 7 | 2026-03-31 | → |
| 1514 | BIP ALLIANCE, LLC | ATLANTA | 330528 | $328.1M | 5 | 2025-03-31 | → |
| 1515 | OXFORD WEALTH GROUP, LLC | ORLANDO | 319561 | $327.9M | 14 | 2026-05-31 | → |
| 1516 | LEVEL 5 CAPITAL PARTNERS, LLC | ATLANTA | 304140 | $327.2M | 11 | 2026-05-31 | → |
| 1517 | GREENWOOD FAMILY ADVISORS LLC | MIAMI | 304820 | $327.1M | 3 | 2026-02-28 | → |
| 1518 | MPWM ADVISORY SOLUTIONS LLC | ALPHARETTA | 169885 | $326.9M | 20 | 2026-03-31 | → |
| 1519 | PL CAPITAL ADVISORS, LLC | NAPLES | 162083 | $326.5M | 8 | 2026-05-31 | → |
| 1520 | BASE WEALTH MANAGEMENT LLC | LAKEWOOD RANCH | 321991 | $326.3M | 15 | 2026-03-31 | → |
| 1521 | BAY RIVERS GROUP, INC. | WILLIAMSBURG | 290095 | $326.2M | 4 | 2026-03-31 | → |
| 1522 | CENTERLINE WEALTH ADVISORS, LLC | LOUISVILLE | 164485 | $326.0M | 8 | 2026-02-28 | → |
| 1523 | LIFEPLAN INVESTMENT ADVISORS, INC | RALEIGH | 144157 | $326.0M | 9 | 2026-03-31 | → |
| 1524 | HEALTHEDGE INVESTMENT PARTNERS, LLC | TAMPA | 163421 | $325.8M | 9 | 2026-03-31 | → |
| 1525 | CATAWBA RIVER CAPITAL | LAKE WYLIE | 134217 | $325.1M | 4 | 2026-02-28 | → |
| 1526 | AULL & MONROE INVESTMENT MANAGEMENT CORP | MOBILE | 104830 | $323.2M | 5 | 2026-03-31 | → |
| 1527 | OSCEOLA CAPITAL MANAGEMENT, LLC | TAMPA | 301565 | $322.3M | 9 | 2026-03-31 | → |
| 1528 | INTEGRATED FINANCIAL STRATEGIES, LLC | FORT LAUDERDALE | 165007 | $322.0M | 5 | 2026-06-30 | → |
| 1529 | NICHOLSON WEALTH MANAGEMENT GROUP, LLC | CHARLESTON | 327001 | $322.0M | 4 | 2026-06-30 | → |
| 1530 | STEWARDSHIP ADVISORY GROUP, LLC | CLERMONT | 165710 | $321.9M | 17 | 2026-06-30 | → |
| 1531 | ADVISORS FINANCIAL, INC. | MCLEAN | 144837 | $321.2M | 7 | 2026-06-30 | → |
| 1532 | WSC & COMPANY, LLC | CHARLOTTE | 289138 | $320.4M | 6 | 2026-05-31 | → |
| 1533 | ALHAMBRA INVESTMENT MANAGEMENT LLC | PALMETTO BAY | 138537 | $320.2M | 5 | 2026-06-30 | → |
| 1534 | WYNN CAPITAL LLC | AUGUSTA | 281291 | $320.2M | 4 | 2026-04-30 | → |
| 1535 | WEALTHVIEW CAPITAL, LLC | JACKSON | 149476 | $319.5M | 9 | 2026-06-30 | → |
| 1536 | REMEDIUM CAPITAL PARTNERS, LLC | WEST PALM BEACH | 340302 | $319.0M | 1 | 2026-05-31 | → |
| 1537 | ACCESS WEALTH MANAGEMENT, INC. | LOUISVILLE | 281616 | $319.0M | 5 | 2025-06-30 | → |
| 1538 | INVESTMENTS & FINANCIAL PLANNING, LLC | LEXINGTON | 164333 | $318.7M | 6 | 2026-02-28 | → |
| 1539 | CATHERINE AVERY INVESTMENT MANAGEMENT LLC | LONGBOAT KEY | 144946 | $318.0M | 4 | 2026-04-30 | → |
| 1540 | NAVIGATE 401K, LLC | BIRMINGHAM | 309466 | $317.9M | 4 | 2026-04-30 | → |
| 1541 | LINDA S. LUBITZ, CFP?, PA | CORAL GABLES | 108648 | $317.8M | 6 | 2026-03-31 | → |
| 1542 | WEALTH PRO ADVISORS, INC. | SARASOTA | 169266 | $317.5M | 6 | 2026-03-31 | → |
| 1543 | FAMILY WEALTH PLANNING PARTNERS LLC | LOUISVILLE | 323656 | $317.4M | 8 | 2026-05-31 | → |
| 1544 | BCA PRIVATE WEALTH, INC. | GREENVILLE | 140913 | $317.3M | 5 | 2026-02-28 | → |
| 1545 | FIRST FINANCIAL GROUP CORPORATION | RALEIGH | 134006 | $317.0M | 4 | 2026-05-31 | → |
| 1546 | FIRST OAK WEALTH MANAGEMENT, LLC | RALEIGH | 288316 | $316.2M | 3 | 2026-03-31 | → |
| 1547 | PROACTIVE WEALTH STRATEGIES, LLC | MARIETTA | 318872 | $315.8M | 4 | 2026-06-30 | → |
| 1548 | CAMARDA FINANCIAL ADVISORS , LLC | FLEMING ISLAND | 113784 | $315.4M | 17 | 2026-03-31 | → |
| 1549 | TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC | LOOKOUT MOUNTAIN | 149101 | $314.2M | 3 | 2026-05-31 | → |
| 1550 | MAGNATE ADVISORY SERVICES, LLC | LOUISVILLE | 283056 | $314.1M | 7 | 2026-03-31 | → |
| 1551 | RICKETTS FINANCIAL, LLC | LOUISVILLE | 309381 | $314.0M | 3 | 2026-03-31 | → |
| 1552 | TRUST ADVISORY GROUP LTD | BIRMINGHAM | 106926 | $313.5M | 22 | 2026-06-30 | → |
| 1553 | CAROLINA WEALTH ADVISORS, LLC | MYRTLE BEACH | 288837 | $313.4M | 6 | 2026-03-31 | → |
| 1554 | JAGUAR GROWTH ASSET MANAGEMENT, LLC | MIAMI | 169571 | $313.1M | 7 | 2026-06-30 | → |
| 1555 | HAWKEYE CAPITAL MANAGEMENT, LLC | MIAMI BEACH | 157316 | $312.8M | 4 | 2026-03-31 | → |
| 1556 | SUNRISE MANAGER LLC | WEST PALM BEACH | 330704 | $311.8M | 28 | 2026-03-31 | → |
| 1557 | NORTHSTAR FINANCIAL PLANNERS, INC. | PLANTATION | 131507 | $311.6M | 8 | 2026-02-28 | → |
| 1558 | LYON WEALTH ADVISORS GROUP, LLC | CHARLOTTE | 325041 | $311.4M | 3 | 2026-01-31 | → |
| 1559 | CRAVENS & COMPANY ADVISORS, LLC | COOKEVILLE | 130071 | $311.1M | 6 | 2026-05-31 | → |
| 1560 | LEVEL VENTURES MANAGEMENT LLC | SUNNY ISLES BEACH | 323733 | $310.9M | 7 | 2026-06-30 | → |
| 1561 | O15 CAPITAL PARTNERS, LLC | ATLANTA | 328464 | $310.3M | 9 | 2026-03-31 | → |
| 1562 | AMERICAN WEALTH MANAGEMENT, INC. | ALPHARETTA | 25536 | $310.0M | 10 | 2026-03-31 | → |
| 1563 | OMEGA WEALTH MANAGEMENT LLC | ARLINGTON | 132580 | $309.7M | 7 | 2026-03-31 | → |
| 1564 | STORR CAPITAL, LLC | WEST PALM BEACH | 324212 | $309.5M | 8 | 2026-01-31 | → |
| 1565 | BEACON FINANCIAL STRATEGIES CORP. | RALEIGH | 132987 | $309.4M | 7 | 2026-02-28 | → |
| 1566 | MERIWETHER WEALTH & PLANNING, LLC | MINDEN | 310713 | $308.9M | 8 | 2026-03-31 | → |
| 1567 | NEW PERSPECTIVES, INC. | RIDGELAND | 113925 | $308.7M | 8 | 2026-03-31 | → |
| 1568 | BEACON WEALTHCARE LLC | RALEIGH | 312556 | $308.3M | 6 | 2026-01-31 | → |
| 1569 | BATTLE INVESTMENT GROUP, LLC | ATLANTA | 283292 | $307.9M | 6 | 2026-04-30 | → |
| 1570 | GROVE MOUNTAIN PARTNERS, LLC | ATLANTA | 322303 | $307.7M | 7 | 2026-05-31 | → |
| 1571 | COMPASS WEALTH MANAGEMENT, LLC | ATLANTA | 156482 | $307.7M | 4 | 2026-02-28 | → |
| 1572 | HOLLAND ADVISORY SERVICES, INC. | ORMOND BEACH | 136302 | $307.7M | 17 | 2026-02-28 | → |
| 1573 | DOMA PERPETUAL CAPITAL MANAGEMENT LLC | MIAMI | 321046 | $307.6M | 4 | 2026-06-30 | → |
| 1574 | SPECTRA INVESTMENT MANAGEMENT, LLC | STUART | 288145 | $306.8M | 3 | 2026-03-31 | → |
| 1575 | EKANTA WEALTH ADVISORS LLC | COCONUT GROVE | 282031 | $306.7M | 7 | 2026-03-31 | → |
| 1576 | GFG WEALTH, LLC | ORLANDO | 331977 | $306.6M | 18 | 2026-06-30 | → |
| 1577 | MCALLISTER CAPITAL MANAGEMENT CORPORATION | JACKSON | 115613 | $306.2M | 3 | 2026-01-31 | → |
| 1578 | HANCOCK WHITNEY INVESTMENT SERVICES INC. | NEW ORLEANS | 40637 | $306.1M | 49 | 2026-03-31 | → |
| 1579 | JOEL ADAMS AND ASSOCIATES INC. | ASHEVILLE | 319379 | $305.6M | 3 | 2026-02-28 | → |
| 1580 | VICTORIA CAPITAL MANAGEMENT, INC. | CHARLESTON | 107665 | $305.5M | 3 | 2026-03-31 | → |
| 1581 | TOTAL SOLUTIONS ENTERPRISE LLC | CHARLOTTE | 318036 | $305.0M | 8 | 2026-04-30 | → |
| 1582 | YON DRAKE & ASSOCIATES INC | COLUMBIA | 111491 | $304.7M | 2 | 2026-03-31 | → |
| 1583 | BRIGHTWATER ADVISORY, LLC | TAMPA | 169806 | $303.8M | 5 | 2026-03-31 | → |
| 1584 | GUILBAULT CAPITAL LLC | METAIRIE | 331160 | $303.8M | 3 | 2026-03-31 | → |
| 1585 | CAMPBELL CAPITAL MANAGEMENT INC | MIAMI | 106130 | $303.3M | 3 | 2026-03-31 | → |
| 1586 | INTEGRATED FINANCIAL SOLUTIONS, INC. | RESTON | 112038 | $303.3M | 1 | 2026-02-28 | → |
| 1587 | MISSION VALUE PARTNERS, LLC | NASHVILLE | 153704 | $303.2M | 4 | 2026-03-31 | → |
| 1588 | CLIENTFIRST WEALTH MANAGEMENT, LLC | LITTLE ROCK | 120286 | $302.8M | 4 | 2026-05-31 | → |
| 1589 | KINLOCH CAPITAL, LLC | GLEN ALLEN | 300735 | $301.1M | 5 | 2026-03-31 | → |
| 1590 | RESOLUTE CAPITAL, LLC | GREENVILLE | 304558 | $300.8M | 31 | 2026-06-30 | → |
| 1591 | PL3 CAPITAL LP | SUNNY ISLES BEACH | 331201 | $300.7M | 2 | 2025-02-28 | → |
| 1592 | LIFEINVEST WEALTH MANAGEMENT, LTD | MIAMI | 146966 | $300.5M | 11 | 2026-03-31 | → |
| 1593 | DEEPWORK CAPITAL, LLC | ORLANDO | 314673 | $300.2M | 8 | 2026-03-31 | → |
| 1594 | OPTIMUM FINANCIAL SERVICES, LLC | JACKSON | 105878 | $300.2M | 4 | 2026-02-28 | → |
| 1595 | CATHY PARETO AND ASSOCIATES, INC. | CORAL GABLES | 145919 | $300.1M | 7 | 2026-06-30 | → |
| 1596 | MONTEREY WEALTH PARTNERS LLC | ATLANTA | 172577 | $300.1M | 3 | 2026-01-31 | → |
| 1597 | DAVID KENNON INCORPORATED | SARASOTA | 301130 | $300.0M | 3 | 2026-03-31 | → |
| 1598 | CIC, LLC | MARCO ISLAND | 311969 | $299.8M | 2 | 2026-04-30 | → |
| 1599 | DOVETAIL FINANCIAL GROUP LLC | WILMINGTON | 311298 | $298.9M | 6 | 2026-06-30 | → |
| 1600 | SEARCH FUND ACCELERATOR, LLC | NEW ORLEANS | 281491 | $298.9M | 7 | 2026-03-31 | → |
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