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 | |
|---|---|---|---|---|---|---|---|
| 1901 | MOTIV8 INVESTMENTS LLC | PORT ST LUCIE | 285560 | $219.1M | 21 | 2026-03-31 | → |
| 1902 | SAN BLAS ADVISORY, INC. | ATLANTA | 296929 | $218.9M | 13 | 2026-05-31 | → |
| 1903 | GRIFFITH & WERNER, INC. | CANTON | 136380 | $218.6M | 4 | 2026-05-31 | → |
| 1904 | PARK SQUARE FINANCIAL GROUP, LLC | ROSWELL | 332268 | $218.6M | 5 | 2026-04-30 | → |
| 1905 | ALPHA FINANCIAL ADVISORS, LLC | MCLEAN | 116291 | $218.3M | 7 | 2026-02-28 | → |
| 1906 | INTEGRATED WEALTHCARE, LLC | DURHAM | 312929 | $218.2M | 11 | 2026-03-31 | → |
| 1907 | ROCKBRIDGE ASSET MANAGEMENT, LLC | ALEXANDRIA | 329880 | $218.0M | 4 | 2026-05-31 | → |
| 1908 | IRONCLAD INVESTMENTS LLC | MAITLAND | 154872 | $217.9M | 2 | 2026-03-31 | → |
| 1909 | MARA RIVER CAPITAL MANAGEMENT, LP | CORAL GABLES | 304145 | $217.7M | 3 | 2026-06-30 | → |
| 1910 | SOUND FINANCIAL STRATEGIES GROUP, LLC | MADISON | 286261 | $217.7M | 7 | 2026-03-31 | → |
| 1911 | WEALTHTRUST ASSET MANAGEMENT, LLC | DESTIN | 174901 | $217.4M | 7 | 2026-03-31 | → |
| 1912 | DELTA ADVISORY GROUP, INC. | MAITLAND | 105966 | $216.3M | 8 | 2026-03-31 | → |
| 1913 | SKY ALPHA ASSET ADVISORS LLC | BOCA RATON | 295839 | $216.0M | 3 | 2026-02-28 | → |
| 1914 | VALUES FIRST ADVISORS, INC. | JOHNSON CITY | 148532 | $215.4M | 12 | 2026-03-31 | → |
| 1915 | GARTON AND ASSOCIATES FINANCIAL ADVISORS LLC | LOUISVILLE | 146493 | $215.4M | 10 | 2026-03-31 | → |
| 1916 | GRAGG & GRAGG, L.L.P. | SHELBY | 110592 | $215.4M | 12 | 2026-02-28 | → |
| 1917 | KINWELL LLC | CHARLESTON | 290449 | $214.7M | 2 | 2026-03-31 | → |
| 1918 | BOOMFISH WEALTH GROUP, LLC | ALPHARETTA | 159201 | $214.4M | 13 | 2026-03-31 | → |
| 1919 | WEALTHTRAK CAPITAL MANAGEMENT, L.L.C. | VIRGINIA BEACH | 160057 | $214.3M | 5 | 2026-05-31 | → |
| 1920 | EQUITAS CAPITAL ADVISORS,LLC | NEW ORLEANS | 124471 | $214.2M | 6 | 2026-03-31 | → |
| 1921 | PREMIS ADVISORS, LLC | ATLANTA | 283679 | $213.9M | 1 | 2026-03-31 | → |
| 1922 | A4 WEALTH ADVISORS LLC | HUNTERSVILLE | 152397 | $213.7M | 8 | 2026-05-31 | → |
| 1923 | GLOBAL TRUST WEALTH MANAGEMENT LLC | WEST PALM BEACH | 333458 | $213.7M | 5 | 2026-02-28 | → |
| 1924 | GUNN & COMPANY INVESTMENT MANAGEMENT, INC. | JACKSONVILLE | 120084 | $213.5M | 5 | 2026-02-28 | → |
| 1925 | DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC. | WILLIAMSBURG | 173083 | $213.1M | 2 | 2026-03-31 | → |
| 1926 | GEN CAP AMERICA, INC. | NASHVILLE | 160042 | $212.6M | 9 | 2026-03-31 | → |
| 1927 | BUCHANAN WEALTH MANAGEMENT, LLC | RESTON | 316629 | $212.0M | 4 | 2026-03-31 | → |
| 1928 | ITRUST ASSET MANAGEMENT, LLC | LEXINGTON | 164193 | $211.9M | 4 | 2026-03-31 | → |
| 1929 | REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. | METAIRIE | 113181 | $211.5M | 8 | 2026-05-31 | → |
| 1930 | THOMPSON DAVIS & CO., INC. | RICHMOND | 41353 | $211.3M | 9 | 2026-03-31 | → |
| 1931 | CALLAWAY CAPITAL MANAGEMENT, LLC | NASHVILLE | 285709 | $211.3M | 4 | 2026-03-31 | → |
| 1932 | CRESCENT STERLING LTD | METAIRIE | 106633 | $210.2M | 7 | 2026-03-31 | → |
| 1933 | ATLANTIC FAMILY WEALTH, LLC | CORAL GABLES | 171062 | $210.1M | 4 | 2026-03-31 | → |
| 1934 | TENTH STREET CAPITAL , LLC | CHATTANOOGA | 163600 | $210.1M | 8 | 2024-12-31 | → |
| 1935 | PARE PARTNERS II LLC | MIAMI | 327575 | $210.0M | 20 | 2026-03-31 | → |
| 1936 | MAGELLAN PLANNING GROUP, INC. | ATLANTA | 338739 | $210.0M | 3 | 2026-03-31 | → |
| 1937 | HUFFMAN & ROSS WEALTH MANAGEMENT LLC | MORGANTOWN | 334674 | $210.0M | 2 | 2026-06-30 | → |
| 1938 | GOUWS CAPITAL LLC | CHARLOTTE | 153812 | $209.9M | 3 | 2026-02-28 | → |
| 1939 | ADVISORY INVESTOR SERVICES LLC | MIAMI | 173134 | $209.9M | 12 | 2026-03-31 | → |
| 1940 | T.M. WEALTH MANAGEMENT, LLC | RESTON | 287965 | $209.8M | 6 | 2026-03-31 | → |
| 1941 | SUNSTATE WEALTH MANAGEMENT LLC | CORAL GABLES | 317453 | $209.8M | 4 | 2026-05-31 | → |
| 1942 | HIGHLAND RIM CAPITAL, L.P. | NASHVILLE | 331863 | $209.7M | 7 | 2026-06-30 | → |
| 1943 | IMG WEALTH MANAGEMENT, INC. | JACKSONVILLE | 285966 | $209.7M | 7 | 2026-02-28 | → |
| 1944 | SHELLMAN INVESTMENT MANAGEMENT, LLC | CORAL GABLES | 316579 | $209.6M | 4 | 2026-03-31 | → |
| 1945 | CREATIVE INVESTMENT GROUP LLC | NASHVILLE | 334028 | $209.0M | 8 | 2026-06-30 | → |
| 1946 | SOUTHCOL ADVISORS, LLC | NAPLES | 308154 | $208.7M | 4 | 2026-02-28 | → |
| 1947 | PONTA WEALTH PARTNERS, LLC | WINTER PARK | 330058 | $208.4M | 2 | 2026-03-31 | → |
| 1948 | UCAP ASSET MANAGEMENT LLC | MIAMI | 170846 | $208.2M | 14 | 2026-03-31 | → |
| 1949 | LONGVIEW FINANCIAL ADVISORS, INC. | HUNTSVILLE | 122451 | $208.2M | 7 | 2026-05-31 | → |
| 1950 | GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | SARASOTA | 172205 | $207.9M | 3 | 2026-03-31 | → |
| 1951 | COUNTERWEIGHT VENTURES, LLC | WILMINGTON | 327880 | $207.2M | 3 | 2026-03-31 | → |
| 1952 | 1819 PARTNERS, LLC | MEMPHIS | 326601 | $207.1M | 4 | 2026-03-31 | → |
| 1953 | FFO INVESTMENTS LLC | TAMPA | 338887 | $207.1M | 5 | 2026-03-31 | → |
| 1954 | STILLWATER WEALTH MANAGEMENT GROUP LLC | JUNO BEACH | 309796 | $206.6M | 3 | 2026-06-30 | → |
| 1955 | 360 FINANCIAL PARTNERS, LLC | MOUNT PLEASANT | 169280 | $206.5M | 3 | 2026-03-31 | → |
| 1956 | KENNETH FRENKE & CO., INC. | ARDEN | 109352 | $206.5M | 3 | 2026-03-31 | → |
| 1957 | GLASGOW & ASSOCIATES, LLC | WILMINGTON | 145151 | $206.5M | 9 | 2026-03-31 | → |
| 1958 | SRT GROUP LLC | WEST PALM BEACH | 330219 | $205.6M | 28 | 2026-04-30 | → |
| 1959 | BROWN CAPITAL MANAGEMENT, LLC | LITTLE ROCK | 174101 | $205.2M | 5 | 2026-04-30 | → |
| 1960 | KRF CAPITAL LLC | MIAMI | 328334 | $205.0M | 5 | 2026-03-31 | → |
| 1961 | CHESAPEAKE INVESTMENT MANAGEMENT LLC | MCLEAN | 119010 | $205.0M | 7 | 2026-03-31 | → |
| 1962 | FLAVIN FINANCIAL SERVICES, INC. | MELBOURNE | 144473 | $205.0M | 4 | 2026-02-28 | → |
| 1963 | KIRK CAPITAL ADVISORS LLC | VIENNA | 312401 | $204.9M | 5 | 2026-03-31 | → |
| 1964 | BROYHILL ASSET MANAGEMENT, LLC | CHARLOTTE | 120462 | $204.5M | 6 | 2026-03-31 | → |
| 1965 | MCGINN PENNINGER INVESTMENT MANAGEMENT INC. | ALEXANDRIA | 107396 | $204.4M | 5 | 2026-03-31 | → |
| 1966 | GUIRY CAPITAL MANAGEMENT, LLC | PALM BEACH GARDENS | 122056 | $204.3M | 2 | 2026-03-31 | → |
| 1967 | PORTUS WEALTH ADVISORS, LLC | CHARLOTTE | 300558 | $204.1M | 4 | 2026-02-28 | → |
| 1968 | ALIANZA CORP. INVESTMENT ADVISOR | MIAMI | 323267 | $204.1M | 5 | 2026-06-30 | → |
| 1969 | MCDERMOTT INVESTMENT ADVISORS, LLC | NAPLES | 132221 | $203.3M | 10 | 2026-03-31 | → |
| 1970 | SYNTAX RESEARCH, INC. | BOCA RATON | 151948 | $202.9M | 2 | 2026-03-31 | → |
| 1971 | CAMPBELL FINANCIAL PARTNERS, LLC | FORT MYERS | 142889 | $202.7M | 2 | 2026-05-31 | → |
| 1972 | BLONG FINANCIAL, LLC | MEMPHIS | 164746 | $202.0M | 2 | 2026-03-31 | → |
| 1973 | WELLINGS CAPITAL MANAGEMENT, LLC | FOREST | 316324 | $201.9M | 11 | 2025-08-31 | → |
| 1974 | DANER WEALTH MANAGEMENT, LLC | ALPHARETTA | 317373 | $201.7M | 2 | 2026-03-31 | → |
| 1975 | BRASIL PLURAL INVESTMENT ADVISOR LLC | MIAMI | 288563 | $201.6M | 14 | 2026-05-31 | → |
| 1976 | LEVEL ONE GLOBAL ADVISORS, LLC | MIAMI | 316294 | $201.5M | 5 | 2026-03-31 | → |
| 1977 | SAUL WEALTH ADVISORS, LLC | MIAMI | 337371 | $201.5M | 4 | 2026-03-31 | → |
| 1978 | HARREN EQUITY PARTNERS, LLC | CHARLOTTESVILLE | 158494 | $201.4M | 5 | 2026-03-31 | → |
| 1979 | STRATEGIC ADVISORY SERVICES, LLC | MEMPHIS | 287984 | $201.2M | 10 | 2026-04-30 | → |
| 1980 | U.S. PRIVATE WEALTH, LLC | PALM BEACH GARDENS | 167288 | $200.3M | 3 | 2026-03-31 | → |
| 1981 | AMG ASSET MANAGEMENT GROUP, INC. | CARTERSVILLE | 319444 | $200.1M | 5 | 2026-06-30 | → |
| 1982 | AHL INVESTMENT MANAGEMENT, INC. | WINTER PARK | 120593 | $200.0M | 3 | 2025-01-31 | → |
| 1983 | IA NETWORK, LLC | CHARLOTTE | 319096 | $199.5M | 5 | 2026-03-31 | → |
| 1984 | KG CAPITAL MANAGEMENT, LLC | SAINT FRANCISVILLE | 164500 | $199.5M | 4 | 2026-06-30 | → |
| 1985 | DIVERSIFIED INVESTMENT STRATEGIES, LLC | BATON ROUGE | 142202 | $199.4M | 6 | 2026-02-28 | → |
| 1986 | CORNERCAP INVESTMENT COUNSEL INC | ATLANTA | 107852 | $199.2M | 4 | 2025-03-31 | → |
| 1987 | FINANCIAL ARCHITECTS, LLC | WOODSTOCK | 116027 | $199.2M | 3 | 2026-02-28 | → |
| 1988 | RWA ADVISORS, LLC | BOCA RATON | 150120 | $199.1M | 4 | 2026-03-31 | → |
| 1989 | BEDMINSTER L.L.C. | BLUFFTON | 118794 | $199.0M | 3 | 2026-02-28 | → |
| 1990 | ATLANTIC WEALTH PARTNERS, LLC | JUPITER | 289440 | $198.1M | 4 | 2026-06-30 | → |
| 1991 | GIP INVESTMENT ADVISER LLC | WEST PALM BEACH | 300541 | $198.0M | 5 | 2026-03-31 | → |
| 1992 | LIEBLONG & ASSOCIATES, INC. | LITTLE ROCK | 42578 | $197.9M | 4 | 2025-12-31 | → |
| 1993 | WEALTH MANAGEMENT GROUP, INC. | WINSTON-SALEM | 113706 | $197.7M | 3 | 2026-03-31 | → |
| 1994 | OSPREY CAPITAL MANAGEMENT CORP. | MIAMI BEACH | 172524 | $197.2M | 1 | 2026-02-28 | → |
| 1995 | GRAND CENTRAL INVESTMENT GROUP, LLC | TAMPA | 172537 | $196.2M | 5 | 2026-06-30 | → |
| 1996 | AMPHORA WEALTH MANAGEMENT, LLC | CHAPEL HILL | 157968 | $196.2M | 3 | 2026-03-31 | → |
| 1997 | SMITH PARTNERS WEALTH MANAGEMENT, LLC | GREENSBORO | 112231 | $196.1M | 4 | 2026-03-31 | → |
| 1998 | BELLINGRATH WEALTH MANAGEMENT, L.L.C. | NEW ORLEANS | 336024 | $196.1M | 6 | 2026-05-31 | → |
| 1999 | FRAZIER FINANCIAL CONSULTANTS, LLC | CHAPEL HILL | 112897 | $196.0M | 3 | 2026-02-28 | → |
| 2000 | BALANCE CAPITAL PARTNERS L.P. | MIAMI | 325617 | $195.7M | 3 | 2026-06-30 | → |
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