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 | |
|---|---|---|---|---|---|---|---|
| 2201 | LIFECOURSE CAPITAL, INC. | MADISON | 128583 | $159.3M | 4 | 2025-08-31 | → |
| 2202 | STRIVUS WEALTH PARTNERS LLC | JACKSONVILLE BEACH | 173580 | $159.1M | 4 | 2026-06-30 | → |
| 2203 | ACCREDITED WEALTH MANAGEMENT LLC | LOUISVILLE | 170261 | $158.9M | 5 | 2025-03-31 | → |
| 2204 | TODD WEALTH MANAGEMENT LLC | VENICE | 164761 | $158.9M | 2 | 2026-03-31 | → |
| 2205 | J.D.T. INC | LEXINGTON | 146357 | $158.7M | 5 | 2026-02-28 | → |
| 2206 | STARR-MATHEWS FINANCIAL, LLC | CALHOUN | 166199 | $158.6M | 6 | 2026-03-31 | → |
| 2207 | LIVE OAK FAMILY OFFICES LLC | ST. PETERSBURG | 141570 | $158.3M | 2 | 2025-02-28 | → |
| 2208 | AIM ADVISORS, LLC | RALEIGH | 325125 | $158.2M | 5 | 2026-01-31 | → |
| 2209 | WAYPOINTS FINANCIAL, LLC | SEBRING | 157494 | $157.7M | 3 | 2026-03-31 | → |
| 2210 | LIGHTVIEW CAPITAL, LLC | WEST PALM BEACH | 306106 | $157.6M | 12 | 2026-05-31 | → |
| 2211 | GEORGIA WEALTH PARTNERS, LLC | GRIFFIN | 314602 | $157.5M | 4 | 2026-03-31 | → |
| 2212 | DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC | RIDGELAND | 127506 | $157.1M | 3 | 2026-04-30 | → |
| 2213 | LIFESTYLE FREEDOM ADVISORY GROUP, LLC | BRADENTON | 283512 | $156.8M | 5 | 2026-03-31 | → |
| 2214 | BELHEALTH INVESTMENT PARTNERS, LLC | FORT LAUDERDALE | 162674 | $156.7M | 5 | 2026-03-31 | → |
| 2215 | SIMA WEALTH PARTNERS, LLC | NORTH CHESTERFIELD | 159943 | $156.7M | 6 | 2026-03-31 | → |
| 2216 | SETTIAN CAPITAL LP | SAINT AUGUSTINE | 297691 | $156.5M | 3 | 2026-04-30 | → |
| 2217 | COVEY CAPITAL ADVISORS, LLC | ATLANTA | 151978 | $156.5M | 1 | 2026-02-28 | → |
| 2218 | 401K GENERATION | ALTAMONTE SPRINGS, | 154279 | $156.4M | 35 | 2026-03-31 | → |
| 2219 | PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) | SHREVEPORT | 109965 | $156.4M | 2 | 2026-03-31 | → |
| 2220 | TRELLUS MANAGEMENT COMPANY, LLC | DELRAY BEACH | 137537 | $156.3M | 5 | 2026-04-30 | → |
| 2221 | WAYCROSS GP LLC | LOUISVILLE | 339521 | $156.1M | 12 | 2026-02-28 | → |
| 2222 | BURKE & HERBERT WEALTH SERVICES, LLC | ALEXANDRIA | 340285 | $156.1M | 4 | 2026-04-30 | → |
| 2223 | PC3 PARTNERS, LLC | MIAMI BEACH | 339659 | $156.0M | 5 | 2026-05-31 | → |
| 2224 | MCGRATH & ASSOCIATES, INC. | ASHEVILLE | 121197 | $155.9M | 3 | 2026-04-30 | → |
| 2225 | UNIFY FINANCIAL LLC | CLEARWATER | 324120 | $155.8M | 3 | 2026-04-30 | → |
| 2226 | FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. | WEST PALM BEACH | 126411 | $155.5M | 2 | 2025-03-31 | → |
| 2227 | BP ASSET MANAGEMENT INC. | CHARLOTTE | 328276 | $155.3M | 3 | 2026-03-31 | → |
| 2228 | BRIA CAPITAL GROUP, LLC | WESLEY CHAPEL | 175258 | $155.1M | 5 | 2026-03-31 | → |
| 2229 | DIVERSIFIED PARTNERS INC | BRENTWOOD | 109570 | $155.1M | 3 | 2026-03-31 | → |
| 2230 | BELLWETHER INVESTMENT GROUP, LLC | HIXSON | 148114 | $155.1M | 6 | 2026-02-28 | → |
| 2231 | IVY EVERGREEN, LLC | CHARLESTON | 324430 | $155.0M | 13 | 2026-05-31 | → |
| 2232 | FINANCIAL LEGACY MANAGEMENT, INC. | LITTLE ROCK | 136348 | $155.0M | 2 | 2026-04-30 | → |
| 2233 | RBG WEALTH ADVISORS LLC | MEMPHIS | 319486 | $154.8M | 4 | 2026-03-31 | → |
| 2234 | LYNX CAPITAL, LLC | ATLANTA | 306282 | $154.5M | 6 | 2026-03-31 | → |
| 2235 | JJSA ADVISORS, LTD. | VIRGINIA BEACH | 116460 | $154.3M | 2 | 2026-03-31 | → |
| 2236 | LONG SHORT ADVISORS, LLC | PALM BEACH GARDENS | 153632 | $154.2M | 4 | 2026-03-31 | → |
| 2237 | MAGGI INVESTMENT SERVICES, LLC | OLDMAR | 156856 | $154.0M | 3 | 2026-06-30 | → |
| 2238 | SHINING ROCK ADVISORS LLC | ASHEVILLE | 311295 | $153.8M | 2 | 2026-03-31 | → |
| 2239 | AMERICAN ASSET MANAGEMENT INC. | BOCA RATON | 123116 | $153.3M | 1 | 2026-01-31 | → |
| 2240 | MAVEN CAPITAL PARTNERS, LLC | ATLANTA | 300626 | $152.9M | 5 | 2026-03-31 | → |
| 2241 | EMPIRICAL CAPITAL MANAGEMENT, LLC | HENDERSONVILLE | 160509 | $152.7M | 4 | 2026-02-28 | → |
| 2242 | BALANZ ADVISORS LLC | CORAL GABLES | 322263 | $152.6M | 11 | 2026-04-30 | → |
| 2243 | WEST ELK CAPITAL, LLC | ATLANTA | 292743 | $152.3M | 2 | 2026-03-31 | → |
| 2244 | HERITAGE WEALTH MANAGEMENT GROUP, LTD | NORFOLK | 148459 | $152.2M | 5 | 2026-03-31 | → |
| 2245 | ROAN CAPITAL PARTNERS, LLC | JOHNSON CITY | 293119 | $152.0M | 5 | 2026-01-31 | → |
| 2246 | VAN DER NOORD FINANCIAL ADVISORS, INC. | GREER | 135556 | $152.0M | 4 | 2026-01-31 | → |
| 2247 | TERRA WEALTH MANAGEMENT, LLC | HIGH POINT | 320643 | $152.0M | 13 | 2026-03-31 | → |
| 2248 | THE RENN WEALTH MANAGEMENT GROUP, INC. | ATLANTA | 117500 | $151.9M | 4 | 2026-02-28 | → |
| 2249 | PROVIDENCE WEALTH MANAGEMENT LLC | KNOXVILLE | 144902 | $151.8M | 8 | 2026-04-30 | → |
| 2250 | BRIGHT INVESTMENTS, LLC | AUBURN | 269955 | $151.5M | 6 | 2026-03-31 | → |
| 2251 | CRAMER & RAUCHEGGER, INC. | MAITLAND | 164784 | $151.4M | 4 | 2026-02-28 | → |
| 2252 | TWIN CITY PRIVATE WEALTH, LLC | WINSTON-SALEM | 315836 | $151.3M | 10 | 2026-03-31 | → |
| 2253 | UNIFIED WEALTH MANAGEMENT LLC | OLDSMAR | 284553 | $151.3M | 2 | 2026-03-31 | → |
| 2254 | ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. | JACKSONVILLE | 132500 | $151.0M | 3 | 2026-06-30 | → |
| 2255 | THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC | BENTONVILLE | 293532 | $151.0M | 5 | 2026-02-28 | → |
| 2256 | RENAISSANCE HOLDINGS, LLC | RIDGELAND | 175254 | $150.9M | 2 | 2026-03-31 | → |
| 2257 | TRADEMARK CAPITAL MANAGEMENT INC. | WATKINSVILLE | 214512 | $150.8M | 7 | 2026-03-31 | → |
| 2258 | UNIFIED INVESTMENT MANAGEMENT, LLC | ATLANTA | 326056 | $150.6M | 2 | 2026-01-31 | → |
| 2259 | AUREUM WEALTH MANAGEMENT, LLC | NORTH PALM BEACH | 272027 | $150.6M | 4 | 2026-04-30 | → |
| 2260 | VF ADVISORS, LLC | LOUISVILLE | 334305 | $150.0M | 10 | 2026-03-31 | → |
| 2261 | PARRISH CAPITAL, LLC | KENNESAW | 172783 | $150.0M | 3 | 2026-03-31 | → |
| 2262 | FINANCIAL MANAGEMENT ADVISORS, INC. | TULLAHOMA | 117442 | $149.9M | 1 | 2026-02-28 | → |
| 2263 | CLARITY FINANCIAL ADVISORS LLC | ST. PETERSBURG | 323321 | $149.5M | 9 | 2026-06-30 | → |
| 2264 | FUND ADVISORS OF AMERICA INC | ORLANDO | 112567 | $149.4M | 3 | 2026-02-28 | → |
| 2265 | GUARDANT PARTNERS LLC | MIAMI | 339708 | $149.3M | 4 | 2026-05-31 | → |
| 2266 | PRESTON F. SANDERS, CHFC, LLC | WATKINSVILLE | 125741 | $148.8M | 3 | 2026-03-31 | → |
| 2267 | COLUMN PARK ASSET MANAGEMENT, LP | COCOA BEACH | 169730 | $148.8M | 4 | 2026-03-31 | → |
| 2268 | ACCUMULATOR OPERATIONS LLC | CORAL GABLES | 341270 | $148.4M | 29 | 2026-04-30 | → |
| 2269 | TOWNSEND FINANCIAL PLANNING, LLC | MT. STERLING | 141571 | $148.3M | 6 | 2026-05-31 | → |
| 2270 | H. S. DREHER CAPITAL MANAGEMENT, LLC | SOUTHERN PINES | 104537 | $148.2M | 2 | 2026-02-28 | → |
| 2271 | HUNDREDFOLD ADVISORS, LLC | VIRGINIA BEACH | 131854 | $148.2M | 2 | 2026-03-31 | → |
| 2272 | PEACHCAP TAX & ADVISORY, LLC | ATLANTA | 158729 | $147.5M | 4 | 2026-02-28 | → |
| 2273 | EDMP, INC. | LUTZ | 110248 | $147.4M | 3 | 2026-03-31 | → |
| 2274 | BURGESS INVESTMENT GROUP, LLC | GREENVILLE | 318698 | $147.1M | 25 | 2026-06-30 | → |
| 2275 | WEALTHPOINT FINANCIAL LLC | CRAMERTON | 332312 | $147.1M | 7 | 2026-03-31 | → |
| 2276 | SPARK FINANCIAL ADVISORS, LLC | RICHMOND | 296914 | $147.1M | 7 | 2026-03-31 | → |
| 2277 | ENTELEVEST, LLC | CORAL GABLES | 318115 | $147.0M | 3 | 2026-03-31 | → |
| 2278 | THE WEALTH ADVISORY TEAM, LLC | BELLEVUE | 124957 | $147.0M | 6 | 2026-02-28 | → |
| 2279 | WEALTHGEN ADVISORS, LLC | SARASOTA | 306196 | $146.6M | 2 | 2026-03-31 | → |
| 2280 | J. MARK NICKELL & CO. | BRENTWOOD | 111635 | $146.4M | 3 | 2026-03-31 | → |
| 2281 | JEFFERSON BRIDGE CAPITAL, LLC | NASHVILLE | 325636 | $146.2M | 3 | 2026-01-31 | → |
| 2282 | MANNA WEALTH MANAGEMENT INC. | MIAMI BEACH | 332313 | $146.1M | 2 | 2026-03-31 | → |
| 2283 | CAMPBELL ASSET MANAGEMENT, LLC | CHATTANOOGA | 125052 | $146.0M | 4 | 2026-03-31 | → |
| 2284 | KI CAPITAL WEALTH MANAGEMENT US LLC | MIAMI | 317738 | $145.9M | 5 | 2026-06-30 | → |
| 2285 | BLUEWATER WEALTH ADVISORS, LLC | VESTAVIA HILLS | 330078 | $145.8M | 3 | 2026-03-31 | → |
| 2286 | BLUEPRINT WEALTH MANAGEMENT, LLC | THE VILLAGES | 169997 | $145.7M | 19 | 2026-03-31 | → |
| 2287 | OCTOBER EFFECT LTD. | VIRGINIA BEACH | 281369 | $145.6M | 4 | 2026-06-30 | → |
| 2288 | ASCENDOR WEALTH, LLC | WILMINGTON | 148969 | $145.6M | 7 | 2026-03-31 | → |
| 2289 | SPYRNAL WEALTH MANAGEMENT, LLC | BOKEELIA | 299957 | $145.5M | 4 | 2026-03-31 | → |
| 2290 | GULLANE CAPITAL, LLC | JACKSONVILLE | 313464 | $145.3M | 2 | 2026-05-31 | → |
| 2291 | BLUE WEALTH INC. | CHARLOTTE | 330324 | $145.1M | 11 | 2026-02-28 | → |
| 2292 | DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC | NASHVILLE | 286575 | $144.9M | 3 | 2026-03-31 | → |
| 2293 | BLUESTONE INVESTMENT MANAGER, LLC | MCLEAN | 296820 | $144.8M | 11 | 2026-03-31 | → |
| 2294 | TAIKA CAPITAL, LP | SUNNY ISLES BEACH | 315803 | $144.4M | 5 | 2025-03-31 | → |
| 2295 | GLOVER PARK WEALTH MANAGEMENT, LLC | ARLINGTON | 309793 | $144.3M | 2 | 2026-06-30 | → |
| 2296 | JAMES I. BLACK & COMPANY | LAKELAND | 1249 | $144.1M | 10 | 2026-02-28 | → |
| 2297 | BGV FINANCIAL ADVISORS USA, LLC | MIAMI | 324511 | $143.8M | 2 | 2026-03-31 | → |
| 2298 | WHITE OAK FINANCIAL MANAGEMENT, INC | ASHEVILLE | 142615 | $143.5M | 3 | 2026-01-31 | → |
| 2299 | CYCAP PARTNERS, LLC | TALLAHASSEE | 335347 | $143.2M | 6 | 2026-03-31 | → |
| 2300 | FOREST CAPITAL OPERATING COMPANY LLC | CONCORD | 325514 | $143.2M | 4 | 2026-01-31 | → |
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