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 | |
|---|---|---|---|---|---|---|---|
| 2501 | UYANA PARTNERS LLC | MIAMI | 300280 | $115.0M | 8 | 2026-04-30 | → |
| 2502 | METIS WEALTH MANAGEMENT & PLANNING LLC | BLUFFTON | 305086 | $114.9M | 2 | 2026-01-31 | → |
| 2503 | FUTURA ASSET ADVISORS LLC | CORAL GABLES | 136285 | $114.8M | 1 | 2026-04-30 | → |
| 2504 | HATTERAS INVESTMENT PARTNERS, LP | RALEIGH | 170628 | $114.8M | 9 | 2026-03-31 | → |
| 2505 | POPE ASSET MANAGEMENT, LLC | MEMPHIS | 113584 | $114.8M | 3 | 2026-03-31 | → |
| 2506 | HOLDUN FAMILY OFFICE LLC | MIAMI | 300709 | $114.5M | 4 | 2025-02-28 | → |
| 2507 | ABRI LLC | LEXINGTON | 314832 | $114.4M | 8 | 2026-05-31 | → |
| 2508 | CONCOURSE CAPITAL MANAGEMENT, LLC | ATLANTA | 160182 | $114.1M | 9 | 2024-12-31 | → |
| 2509 | FIDUCIARY WEALTH ADVISORS, LLC | SARASOTA | 170709 | $114.1M | 1 | 2025-02-28 | → |
| 2510 | COORDINATED WEALTH MANAGEMENT, L.L.C. | HENDERSONVILLE | 141348 | $113.9M | 2 | 2026-01-31 | → |
| 2511 | COMMON CENTS WEALTH MANAGEMENT, LLC | PEMBROKE PINES | 153074 | $113.7M | 2 | 2026-06-30 | → |
| 2512 | CW SECURITIES, LLC | KNOXVILLE | 124496 | $113.5M | 3 | 2026-06-30 | → |
| 2513 | HULSEY CAPITAL MANAGEMENT, INC. | HEBER SPRINGS | 116183 | $113.2M | 1 | 2026-03-31 | → |
| 2514 | VELTRIA ADVISORS CORP. | MIAMI | 189514 | $113.2M | 6 | 2026-03-31 | → |
| 2515 | DELGADO WEALTH MANAGEMENT, LLC | ORLANDO | 305721 | $112.9M | 3 | 2026-06-30 | → |
| 2516 | INFINITE GIVING ADVISORY SERVICES, INC. | ATLANTA | 315935 | $112.8M | 10 | 2026-05-31 | → |
| 2517 | GENESIS INVESTMENT ADVISORS, LLC | OOLTEWAH | 310878 | $112.5M | 4 | 2026-03-31 | → |
| 2518 | JASON W. QUALLS | MURFREESBORO | 159192 | $112.5M | 1 | 2026-03-31 | → |
| 2519 | EVERGREEN WEALTH ADVISORS | RALEIGH | 326535 | $112.5M | 18 | 2026-03-31 | → |
| 2520 | ARIA WEALTH PARTNERS, LLC | CHARLOTTESVILLE | 334270 | $112.3M | 3 | 2026-03-31 | → |
| 2521 | ARAGON FAMILY OFFICE LLC | HOMEWOOD | 337597 | $112.0M | 3 | 2026-03-31 | → |
| 2522 | CHARMARLINE WEALTH MANAGEMENT LLC | LYNCHBURG | 152697 | $111.9M | 1 | 2025-06-30 | → |
| 2523 | CALEO CAPITAL N.A. LLC | PONTE VEDRA | 308542 | $111.8M | 5 | 2026-04-30 | → |
| 2524 | PEOPLE MAKE THE DIFFERENCE, INC. | HOOVER | 159443 | $111.6M | 7 | 2026-03-31 | → |
| 2525 | GLOBAL OPPORTUNE INVESTMENTS LLC | MIAMI | 319494 | $111.3M | 3 | 2026-04-30 | → |
| 2526 | BELLEAIR WEALTH MANAGEMENT, LLC | BELLEAIR BLUFFS | 131666 | $111.2M | 6 | 2026-03-31 | → |
| 2527 | FULLY FINANCIAL, LLC | ATHENS | 326015 | $111.1M | 3 | 2026-06-30 | → |
| 2528 | GOLDEN YEARS ADVISORY, LLC | DULUTH | 151640 | $111.1M | 2 | 2026-02-28 | → |
| 2529 | ADVANCED WEALTH MANAGEMENT, LLC | SARASOTA | 284438 | $110.7M | 4 | 2026-06-30 | → |
| 2530 | WINDWARD MANAGEMENT LP | MIAMI BEACH | 316224 | $110.5M | 3 | 2025-03-31 | → |
| 2531 | REH WEALTH ADVISORS LLC | RALEIGH | 153826 | $110.5M | 1 | 2026-01-31 | → |
| 2532 | THE TURLINGTON GROUP, INC. | RALEIGH | 317324 | $110.5M | 2 | 2026-03-31 | → |
| 2533 | GENEROUSWEALTH, LLC | SUMMERVILLE | 308263 | $110.4M | 3 | 2026-04-30 | → |
| 2534 | MUIRFIELD CAPITAL GLOBAL ADVISORS LLC | PALM BEACH | 287547 | $110.2M | 3 | 2026-05-31 | → |
| 2535 | SERVATUS CAPITAL, LLC | NAPLES | 311428 | $110.1M | 2 | 2026-03-31 | → |
| 2536 | PEAKSHARES LLC | TAMPA | 329193 | $110.0M | 4 | 2026-03-31 | → |
| 2537 | PRIVATE CLIENT ADVISOR GROUP, LLC | PALM CITY | 330038 | $110.0M | 6 | 2026-02-28 | → |
| 2538 | JAKE CARRIS FINANCIAL PLANNING, LLC | ORLANDO | 290061 | $109.7M | 1 | 2026-03-31 | → |
| 2539 | CAPSTONE WEALTH MANAGEMENT CORP. | LAKELAND | 165359 | $109.4M | 5 | 2026-03-31 | → |
| 2540 | ALPHA FINANCIAL MANAGEMENT, INC. | SAVANNAH | 125800 | $109.4M | 4 | 2026-04-30 | → |
| 2541 | INGRAM ADVISORY SERVICES, LLC | WINTER HAVEN | 123508 | $109.3M | 2 | 2026-02-28 | → |
| 2542 | ARCH PARTNERS WEALTH MANAGEMENT, INC. | WATKINSVILLE | 123735 | $109.2M | 3 | 2026-01-31 | → |
| 2543 | LYONS WEALTH MANAGEMENT, LLC | WINTER PARK | 150581 | $109.1M | 4 | 2026-04-30 | → |
| 2544 | SKYPOINT CAPITAL ADVISORS, LLC | ATLANTA | 314979 | $109.0M | 1 | 2026-04-30 | → |
| 2545 | PLANNING SOLUTIONS INTERNATIONAL LLC | JACKSONVILLE | 300043 | $108.8M | 2 | 2026-03-31 | → |
| 2546 | CAPITAL ENDURANCE GROUP, INC | ALPHARETTA | 284793 | $108.8M | 3 | 2026-06-30 | → |
| 2547 | BLUE GRANITE CAPITAL, LLC | CHARLESTON | 125607 | $108.8M | 3 | 2026-03-31 | → |
| 2548 | MONTELLO WEALTH MANAGEMENT, INC. | PALM BEACH GARDENS | 151058 | $108.4M | 1 | 2026-06-30 | → |
| 2549 | SHANNON T. PITNER AND COMPANY | INDIALANTIC | 311853 | $107.9M | 2 | 2026-03-31 | → |
| 2550 | XPS CAPITAL LLC | ARLINGTON | 311665 | $107.6M | 6 | 2026-05-31 | → |
| 2551 | IDLE HILL ADVISORS LLC | GREENVILLE | 317040 | $107.5M | 7 | 2026-06-30 | → |
| 2552 | THE FINANCIAL LEGACY GROUP, LLC | CHARLOTTE | 287632 | $107.3M | 3 | 2026-01-31 | → |
| 2553 | BETTER WAY LLC | BAL HARBOUR | 300305 | $107.3M | 2 | 2026-05-31 | → |
| 2554 | HOGAN INVESTMENT COUNSEL, LLC | CORDOVA | 160186 | $107.2M | 2 | 2026-02-28 | → |
| 2555 | OMNITRUST WEALTH MANAGEMENT, INC. | JACKSONVILLE | 298025 | $107.2M | 1 | 2026-03-31 | → |
| 2556 | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC | ST. PETERSBURG | 329079 | $107.1M | 38 | 2026-06-30 | → |
| 2557 | TRUSCO INVESTMENT MANAGEMENT, LLC | NASHVILLE | 285736 | $107.0M | 2 | 2026-02-28 | → |
| 2558 | EQV ADVISORY, LLC | RALEIGH | 338271 | $106.8M | 6 | 2026-01-31 | → |
| 2559 | LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC | NASHVILLE | 127618 | $106.8M | 6 | 2026-04-30 | → |
| 2560 | STONEX INTERNATIONAL ADVISORS INC | MIAMI | 153799 | $106.7M | 15 | 2026-05-31 | → |
| 2561 | HORSE COVE PARTNERS LLC | ATLANTA | 172389 | $106.6M | 9 | 2026-03-31 | → |
| 2562 | COASTAL WEALTH ADVISORS, LLC | JOHNS ISLAND | 174574 | $106.6M | 2 | 2026-04-30 | → |
| 2563 | THAYER FINANCIAL, L.L.C. | HICKORY | 304729 | $106.4M | 3 | 2026-02-28 | → |
| 2564 | ABACUS INVESTMENTS LLC | BIRMINGHAM | 327805 | $105.9M | 11 | 2025-04-30 | → |
| 2565 | WEALTH ENGAGEMENT LLC | ATLANTA | 310438 | $105.0M | 3 | 2026-06-30 | → |
| 2566 | CLOUT CAPITAL INVESTMENT MANAGERS LLC | MIAMI | 327315 | $105.0M | 3 | 2026-04-30 | → |
| 2567 | GRAETER WEALTH ADVISORS, LLC | LOUISVILLE | 170046 | $104.9M | 3 | 2026-02-28 | → |
| 2568 | E & R WEALTH MANAGEMENT, LLC | MOUNT PLEASANT | 171271 | $104.8M | 3 | 2026-03-31 | → |
| 2569 | ASSET PLANNING CORPORATION | W. PALM BEACH | 126242 | $104.4M | 5 | 2026-02-28 | → |
| 2570 | CARTER, TERRY & COMPANY, INC. | ATLANTA | 16365 | $104.0M | 33 | 2026-03-31 | → |
| 2571 | EUROCAPITAL ADVISORS, INC | MIAMI | 126163 | $103.6M | 2 | 2026-03-31 | → |
| 2572 | SEASIDE WEALTH ADVISORS LLC | WILMINGTON | 327645 | $103.5M | 5 | 2026-03-31 | → |
| 2573 | ADVOCACY FINANCIAL LLC | COVINGTON | 305954 | $103.4M | 4 | 2026-04-30 | → |
| 2574 | ALLRIDGE WEALTH MANAGEMENT, P.C. | ASHBURN | 117249 | $103.3M | 2 | 2026-03-31 | → |
| 2575 | FIRST FINANCIAL SERVICES, LLC | LITTLE ROCK | 329276 | $103.2M | 5 | 2026-03-31 | → |
| 2576 | RIVERSTONE ASSET MANAGEMENT, LLC | LOUISVILLE | 161087 | $103.0M | 2 | 2026-06-30 | → |
| 2577 | TEMPLER WEALTH MANAGEMENT, LLC | VIENNA | 305972 | $102.9M | 1 | 2026-04-30 | → |
| 2578 | DORIAN INVESTMENT ADVISORY LLC | MEMPHIS | 339280 | $102.6M | 1 | 2026-04-30 | → |
| 2579 | HAIRE WEALTH MANAGEMENT, INC. | TUPELO | 339998 | $102.0M | 2 | 2026-05-31 | → |
| 2580 | APFORIA LTD | VIRGINIA BEACH | 327176 | $101.9M | 20 | 2026-04-30 | → |
| 2581 | STRATEGIC WEALTH PARTNERS LLC | FRANKLIN | 336564 | $101.7M | 4 | 2026-03-31 | → |
| 2582 | LAW FINANCE GROUP MANAGEMENT COMPANY | DELRAY BEACH | 174079 | $101.5M | 11 | 2025-03-31 | → |
| 2583 | INTEGRATIVE PLANNING, INC. | CORNELIUS | 336307 | $101.4M | 6 | 2026-03-31 | → |
| 2584 | MENDOZA PRIVATE WEALTH INC. | MIAMI | 329126 | $101.4M | 1 | 2026-03-31 | → |
| 2585 | WELLS GLOBAL INVESTMENT ADVISERS LLC | WINTER HAVEN | 150139 | $101.3M | 3 | 2026-02-28 | → |
| 2586 | 34 FINANCIAL, LLC | ATLANTA | 329383 | $101.0M | 4 | 2026-02-28 | → |
| 2587 | INDEXPERTS, LLC | CHARLOTTE | 314858 | $100.9M | 4 | 2026-03-31 | → |
| 2588 | FUERST FINANCIAL GROUP, INC. | CHATTANOOGA | 149172 | $100.9M | 2 | 2026-06-30 | → |
| 2589 | ASCENT FINANCIAL GROUP LLC | RICHMOND | 325706 | $100.8M | 2 | 2026-02-28 | → |
| 2590 | NEWSONG CAPITAL MANAGEMENT, INC. | HATTIESBURG | 296877 | $100.4M | 3 | 2026-03-31 | → |
| 2591 | COURSE MANAGEMENT INVESTMENT ADVISORS, LLC | PINEHURST | 306974 | $100.3M | 4 | 2026-05-31 | → |
| 2592 | INFINITY INVESTMENT ADVISORS LLC | HUNTSVILLE | 332590 | $100.0M | 9 | 2026-06-30 | → |
| 2593 | CHAMBERLAIN LANE CAPITAL, LLC | NASHVILLE | 340063 | $100.0M | 2 | 2026-05-31 | → |
| 2594 | HARBINGER ALTERNATIVE ASSOCIATES, LLC | ATLANTA | 337984 | $100.0M | 15 | 2026-03-31 | → |
| 2595 | GALLATIN & COMPANY, LLC | VERO BEACH | 111984 | $98.1M | 1 | 2026-02-28 | → |
| 2596 | BAYTRUST WEALTH MANAGEMENT, LLC | TAMPA | 338822 | $97.7M | 5 | 2026-05-31 | → |
| 2597 | TAVERIK CAPITAL, LLC | GREENVILLE | 156594 | $97.5M | 10 | 2026-03-31 | → |
| 2598 | RVX ASSET MANAGEMENT LLC | AVENTURA | 282804 | $96.8M | 4 | 2026-02-28 | → |
| 2599 | LION CAPITAL ADVISORS LLC | MIAMI | 305440 | $94.8M | 3 | 2026-03-31 | → |
| 2600 | STATETRUST CAPITAL, LLC. | BOCA RATON | 114052 | $93.7M | 4 | 2026-03-31 | → |
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