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 | |
|---|---|---|---|---|---|---|---|
| 2101 | NEWCORP FINANCIAL SERVICES, INC. | ALPHARETTA | 297125 | $177.1M | 3 | 2026-02-28 | → |
| 2102 | FAMILYWEALTH ASSET MANAGEMENT | LAKE MARY | 147869 | $177.0M | 4 | 2026-03-31 | → |
| 2103 | DMC GROUP, LLC | BIRMINGHAM | 174077 | $176.7M | 3 | 2026-03-31 | → |
| 2104 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | RALEIGH | 336317 | $176.4M | 1 | 2026-06-30 | → |
| 2105 | PARABLE, LLC | ST AUGUSTINE | 304873 | $176.3M | 5 | 2026-06-30 | → |
| 2106 | CORBETT ROAD CAPITAL MANAGEMENT, LLC | MCLEAN | 305063 | $176.3M | 5 | 2026-06-30 | → |
| 2107 | AVANT CAPITAL, LLC | LAFAYETTE | 167961 | $176.2M | 5 | 2026-04-30 | → |
| 2108 | MALLINI COMPLETE FINANCIAL PLANNING LLC | GAINESVILLE | 175341 | $176.0M | 4 | 2026-03-31 | → |
| 2109 | FELLOWSHIP INVESTMENT ADVISORS, LLC | MAITLAND | 154103 | $175.9M | 7 | 2026-03-31 | → |
| 2110 | INTENTIONAL, LLC | FORT MILL | 318570 | $175.8M | 3 | 2026-06-30 | → |
| 2111 | URS ADVISORY LLC | JUPITER | 289892 | $175.8M | 5 | 2026-05-31 | → |
| 2112 | PRESERVER PARTNERS LLC | MEMPHIS | 152356 | $175.7M | 5 | 2026-03-31 | → |
| 2113 | MACKE FINANCIAL ADVISORY GROUP, INC. | FORT MYERS | 111318 | $175.7M | 5 | 2026-03-31 | → |
| 2114 | JFA ADVISORS, LLC | GREENVILLE | 144039 | $175.0M | 2 | 2026-05-31 | → |
| 2115 | FLOW FOCUS LLC | MIAMI | 306849 | $174.9M | 4 | 2026-03-31 | → |
| 2116 | FAMILY LEGACY FINANCIAL SOLUTIONS, LLC | CARY | 314351 | $174.5M | 7 | 2026-03-31 | → |
| 2117 | CORRALES & COMPANY, LLC | MIAMI | 332189 | $174.2M | 10 | 2026-04-30 | → |
| 2118 | CHANCELLOR WEALTH MANAGEMENT, INC. | ATLANTA | 112918 | $174.0M | 3 | 2026-03-31 | → |
| 2119 | PINAFORE WEALTH COUNSEL INC. | DURHAM | 170540 | $173.6M | 2 | 2026-02-28 | → |
| 2120 | WINNING POINTS ADVISORS, L.L.C. | BOCA RATON | 118077 | $173.1M | 2 | 2026-03-31 | → |
| 2121 | CIFUENTES WEALTH PARTNERS, LLC | HOLLYWOOD | 139610 | $173.1M | 2 | 2026-06-30 | → |
| 2122 | STRONGHOLD WEALTH MANAGEMENT L.L.C. | TAMPA | 161194 | $172.9M | 2 | 2026-03-31 | → |
| 2123 | VIZCAYA CAPITAL PARTNERS LLC | MIAMI | 324032 | $172.5M | 3 | 2026-06-30 | → |
| 2124 | COOK FINANCIAL DESIGNS, INC. | VIRGINIA BEACH | 115241 | $172.4M | 1 | 2026-03-31 | → |
| 2125 | NEXWEALTH LLC | PALM BEACH GARDENS | 311424 | $172.2M | 6 | 2026-06-30 | → |
| 2126 | INVESTOR ADVISORY GROUP, LLC | CHARLOTTE | 106837 | $172.1M | 4 | 2026-03-31 | → |
| 2127 | NIGHTVIEW CAPITAL, LLC | CLEARWATER | 284183 | $171.9M | 4 | 2026-03-31 | → |
| 2128 | CHESAPEAKE CAPITAL CORPORATION | TAMPA | 282099 | $171.9M | 6 | 2026-03-31 | → |
| 2129 | OPULEN FINANCIAL GROUP, LLC | ARLINGTON | 173963 | $171.8M | 1 | 2026-01-31 | → |
| 2130 | EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS | 307644 | $171.7M | 7 | 2026-03-31 | → |
| 2131 | GRANADA WEALTH MANAGEMENT, LLC | DAVIDSON | 285812 | $171.4M | 1 | 2026-03-31 | → |
| 2132 | HARBOR ITHAKA WM, LLC | AVENTURA | 170580 | $171.2M | 7 | 2026-03-31 | → |
| 2133 | HAYDEN HARPER WEALTH ADVISORY, LLC | CHARLOTTE | 152091 | $171.1M | 7 | 2026-03-31 | → |
| 2134 | YANDELL INVESTMENTS, LLC | ORLANDO | 332642 | $171.0M | 2 | 2026-03-31 | → |
| 2135 | 1623 CAPITAL LLC | ALEXANDRIA | 299755 | $170.7M | 5 | 2024-12-31 | → |
| 2136 | ALLISON INVESTMENT MANAGEMENT, LLC | COLUMBIA | 124645 | $170.4M | 2 | 2026-03-31 | → |
| 2137 | OXFORD CAPITAL MANAGEMENT, INC. | RICHM0ND | 118359 | $170.0M | 2 | 2026-02-28 | → |
| 2138 | STONE HOUSE CAPITAL MANAGEMENT, LLC | BAY HARBOR ISLANDS | 167094 | $169.8M | 2 | 2026-03-31 | → |
| 2139 | KENSINGTON FINANCIAL GROUP, INC. | WINSTON-SALEM | 127658 | $169.5M | 2 | 2026-05-31 | → |
| 2140 | ARK ROYAL WEALTH MANAGEMENT LLC | RALEIGH | 175151 | $169.3M | 4 | 2026-03-31 | → |
| 2141 | FLP WEALTH MANAGEMENT, LLC | BENTONVILLE | 294277 | $169.1M | 3 | 2026-04-30 | → |
| 2142 | PATH CAPITAL PARTNERS, LLC | NORTH MIAMI BEACH | 335156 | $169.0M | 4 | 2026-06-30 | → |
| 2143 | OBP CAPITAL LLC | ROCKY MOUNT | 167619 | $168.8M | 2 | 2026-05-31 | → |
| 2144 | ZINNIA WEALTH ADVISORY, LLC | OCALA | 295122 | $168.8M | 11 | 2026-03-31 | → |
| 2145 | OVERLAY MANAGEMENT, LLC | ALPHARETTA | 324401 | $168.6M | 16 | 2026-04-30 | → |
| 2146 | FRONTLINE HEALTHCARE PARTNERS, LLC | CHARLESTON | 311770 | $168.1M | 10 | 2026-03-31 | → |
| 2147 | DIPAOLO FINANCIAL GROUP, INC. | LUTZ | 309637 | $168.0M | 9 | 2026-04-30 | → |
| 2148 | FORTY THREE EIGHTEEN ADVISORS, LLC | BENTONVILLE | 157712 | $167.8M | 1 | 2026-03-31 | → |
| 2149 | CYBER HORNET ETFS LLC | ST. PETERSBURG | 305171 | $167.6M | 12 | 2026-03-31 | → |
| 2150 | BLANCHE PARK CAPITAL LLC | MIAMI | 338172 | $167.3M | 3 | 2026-03-31 | → |
| 2151 | THE MONITOR GROUP, INC. | MARTINEZ | 126576 | $167.2M | 3 | 2026-03-31 | → |
| 2152 | 8TH STREET INVESTMENTS, LLC | ALEXANDRIA | 148727 | $166.9M | 3 | 2026-03-31 | → |
| 2153 | HUNTER STREET INVESTMENT ADVISORS LLC | APEX | 145334 | $166.4M | 8 | 2026-06-30 | → |
| 2154 | PARTICIPANT CAPITAL ADVISORS, LLC | MIAMI | 304859 | $166.1M | 9 | 2026-03-31 | → |
| 2155 | ANCHOR HEALTH CAPITAL, LLC | CHATTANOOGA | 309949 | $166.0M | 8 | 2026-03-31 | → |
| 2156 | LYONS CAPITAL GROUP, LLC | SHREVEPORT | 335733 | $165.9M | 6 | 2026-06-30 | → |
| 2157 | BURGESS CHAMBERS & ASSOCIATES INC | ORLANDO | 110164 | $165.9M | 10 | 2026-03-31 | → |
| 2158 | MUTUAL TRUST ADVISORY GROUP, INC. | ESTERO | 277060 | $165.8M | 3 | 2026-02-28 | → |
| 2159 | JOHN BOYER, INC. | TAMPA | 145275 | $165.6M | 3 | 2026-03-31 | → |
| 2160 | SOLAS BIOVENTURES MANAGEMENT, LLC | CHATTANOOGA | 322344 | $165.0M | 6 | 2026-04-30 | → |
| 2161 | THE KEYSTONE FINANCIAL ALLIANCE, LLC | ATLANTA | 168760 | $164.7M | 3 | 2026-03-31 | → |
| 2162 | SAGE INVESTMENT COUNSEL LLC | FRANKLIN | 116907 | $164.6M | 4 | 2026-03-31 | → |
| 2163 | TRINITY CAPITAL MANAGEMENT, LLC | GERMANTOWN | 289583 | $164.5M | 5 | 2026-03-31 | → |
| 2164 | BICE WEALTH MANAGEMENT LLC | MIAMI | 323979 | $164.5M | 3 | 2026-03-31 | → |
| 2165 | NAPLES MONEY MANAGEMENT LLC | NAPLES | 153499 | $164.4M | 6 | 2026-04-30 | → |
| 2166 | ACCIAL CAPITAL MANAGEMENT LLC | MIAMI | 305587 | $164.3M | 21 | 2026-06-30 | → |
| 2167 | TLS ADVISORS LLC | MIAMI | 286356 | $164.0M | 10 | 2026-03-31 | → |
| 2168 | LINDER FINANCIAL SERVICES, INC. | ALPHARETTA | 117861 | $163.6M | 4 | 2025-02-28 | → |
| 2169 | COLLIE FINANCIAL PLANNING, INC. | BLACK MOUNTAIN | 134884 | $162.9M | 2 | 2026-02-28 | → |
| 2170 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | HENDERSON | 149889 | $162.8M | 3 | 2026-03-31 | → |
| 2171 | WESTROCK ASSET MANAGEMENT, LLC | LITTLE ROCK | 174408 | $162.7M | 12 | 2026-05-31 | → |
| 2172 | SAGACE WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 307212 | $162.7M | 7 | 2026-02-28 | → |
| 2173 | JOSS BROWN WEALTH ADVISORS GROUP LLC | WILLIAMSBURG | 324719 | $162.4M | 5 | 2026-02-28 | → |
| 2174 | DYCHE WEALTH MANAGEMENT, INC | FAYETTEVILLE | 159708 | $162.3M | 4 | 2026-05-31 | → |
| 2175 | BANYAN GLOBAL INVESTMENT ADVISORS, LLC | BOCA RATON | 283264 | $162.1M | 4 | 2026-03-31 | → |
| 2176 | GUTT FINANCIAL MANAGEMENT, LLC | ATLANTA | 109270 | $162.1M | 2 | 2026-01-31 | → |
| 2177 | CORKERN BARRY M ADVISORY SERVICES INC | LITTLE ROCK | 104730 | $161.9M | 5 | 2026-01-31 | → |
| 2178 | BARNETT CAPITAL ADVISORS LLC | MIAMI | 159113 | $161.1M | 3 | 2026-03-31 | → |
| 2179 | WILLIAMS WEALTH MANAGEMENT GROUP, INC. | BRADENTON | 147341 | $161.0M | 1 | 2026-03-31 | → |
| 2180 | FINANCIAL INDEPENDENCE ADVISORS, LLC | JACKSONVILLE | 317193 | $161.0M | 6 | 2026-01-31 | → |
| 2181 | GLAXIS CAPITAL MANAGEMENT, LLC | SARASOTA | 134227 | $160.8M | 5 | 2026-03-31 | → |
| 2182 | GOING, SEBASTIEN, FISHER & LEBOUEF, LLP | OPELOUSAS | 117104 | $160.8M | 10 | 2026-02-28 | → |
| 2183 | CYWP FUND LLC | BOCA RATON | 337234 | $160.8M | 3 | 2026-04-30 | → |
| 2184 | MCW FINANCIAL, INC. | CRESCENT SPRINGS | 157609 | $160.8M | 3 | 2026-03-31 | → |
| 2185 | MW ADVISORY LLC | ATLANTA | 338634 | $160.7M | 9 | 2026-06-30 | → |
| 2186 | DORMAN FINANCIAL MANAGEMENT, P.A. | MAITLAND | 136881 | $160.6M | 2 | 2026-02-28 | → |
| 2187 | RBF CAPITAL MANAGEMENT, INC. | SARASOTA | 164524 | $160.6M | 3 | 2026-02-28 | → |
| 2188 | KROPOG FINANCIAL GROUP, LLC | MANDEVILLE | 282747 | $160.5M | 7 | 2026-04-30 | → |
| 2189 | WITT FINANCIAL GROUP, LLC | CROSSVILLE | 156462 | $160.5M | 6 | 2026-03-31 | → |
| 2190 | N.D. PITMAN & COMPANY, INC. | MOBILE | 121180 | $160.4M | 2 | 2025-03-31 | → |
| 2191 | INVERSIONES SURA CORP | MIAMI | 318065 | $160.2M | 1 | 2026-06-30 | → |
| 2192 | THE WEALTH GROUP, LTD | RALEIGH | 154106 | $160.2M | 8 | 2026-03-31 | → |
| 2193 | ARBOR PRIVATE WEALTH, LLC | ASHBURN | 315812 | $160.1M | 2 | 2026-02-28 | → |
| 2194 | PENDLETON FINANCIAL, LLC | RALEIGH | 325303 | $160.0M | 4 | 2026-03-31 | → |
| 2195 | BLUE WATER CAPITAL MANAGEMENT, LLC | APEX | 127193 | $159.8M | 2 | 2026-02-28 | → |
| 2196 | WIREGRASS INVESTMENT MANAGEMENT LLC | THOMASVILLE | 284608 | $159.7M | 3 | 2026-05-31 | → |
| 2197 | RETIREMENT SOLUTIONS GROUP, INC. | FRANKLIN | 289069 | $159.6M | 7 | 2026-05-31 | → |
| 2198 | FAIRWAY FINANCIAL, LLC | CASSELBERRY | 134675 | $159.6M | 3 | 2026-03-31 | → |
| 2199 | RETIREMENT ADVISORS, INC. | MOBILE | 122122 | $159.6M | 3 | 2026-03-31 | → |
| 2200 | FUSCO FINANCIAL SERVICES INC | WILTON MANORS | 106841 | $159.3M | 2 | 2026-01-31 | → |
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