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 | |
|---|---|---|---|---|---|---|---|
| 2601 | CAPITAL Q MANAGEMENT LLC | MAITLAND | 305337 | $93.4M | 2 | 2026-02-28 | → |
| 2602 | CANNON GLOBAL INVESTMENT MANAGEMENT, LLC | DAVIE | 301911 | $92.9M | 2 | 2026-03-31 | → |
| 2603 | EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC | ALEXANDRIA | 291127 | $91.7M | 5 | 2026-04-30 | → |
| 2604 | EARTHVIEW ADVISORS LLC | MIAMI | 326565 | $91.7M | 2 | 2025-03-31 | → |
| 2605 | NOVUS ADVISORS, LLC | GREENVILLE | 157908 | $91.3M | 5 | 2026-04-30 | → |
| 2606 | MCKINNEY CAPITAL, LLC | BIRMINGHAM | 315545 | $91.0M | 5 | 2026-03-31 | → |
| 2607 | SCHAFFER & COMPANY ASSET MANAGEMENT, INC. | JACKSONVILLE | 138463 | $90.8M | 1 | 2026-03-31 | → |
| 2608 | ARIAS RESOURCE CAPITAL MANAGEMENT LP | MIAMI | 155885 | $90.8M | 8 | 2026-04-30 | → |
| 2609 | MODERN CAPITAL MANAGEMENT, CO. | MT PLEASANT | 306631 | $90.7M | 6 | 2026-03-31 | → |
| 2610 | ALPHAQ ADVISORS LLC | WINTER PARK | 141006 | $90.6M | 2 | 2026-02-28 | → |
| 2611 | ZEST CAPITAL LLC | MIAMI | 316889 | $90.6M | 3 | 2026-03-31 | → |
| 2612 | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC | GAINESVILLE | 154242 | $90.3M | 4 | 2026-04-30 | → |
| 2613 | UNION STREET PARTNERS LLC | ALEXANDRIA | 156148 | $86.3M | 2 | 2026-02-28 | → |
| 2614 | INTERCAROLINA FINANCIAL SERVICES, INC. | GREENSBORO | 19475 | $85.4M | 29 | 2026-04-30 | → |
| 2615 | API FINANCIAL ADVISORS, LLC | ROCKLEDGE | 304586 | $84.7M | 13 | 2026-06-30 | → |
| 2616 | ROUTE 20 PRIVATE WEALTH INC. | FORT LAUDERDALE | 332581 | $83.5M | 6 | 2026-03-31 | → |
| 2617 | INTER US MANAGEMENT, LLC | MIAMI | 334212 | $83.4M | 6 | 2026-03-31 | → |
| 2618 | PROXY WEALTH ADVISORS LLC | WINDERMERE | 298080 | $83.3M | 25 | 2026-04-30 | → |
| 2619 | HUNTER MICHAEL INVESTMENT ADVISORS INC | RICHMOND | 107884 | $81.2M | 1 | 2026-03-31 | → |
| 2620 | MGM INNOVA CAP MANAGEMENT LLC | MIAMI | 301918 | $78.0M | 10 | 2026-05-31 | → |
| 2621 | CENTER LAKE CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 174311 | $77.9M | 1 | 2026-05-31 | → |
| 2622 | VANSHAP CAPITAL, LLC | ARLINGTON | 162206 | $76.7M | 2 | 2026-03-31 | → |
| 2623 | GRAY GHOST MANAGEMENT & OPERATIONS LLC | ATLANTA | 163417 | $74.7M | 7 | 2024-12-31 | → |
| 2624 | ASPIRE PRIVATE WEALTH COUNSEL, LLC | KNOXVILLE | 282582 | $74.3M | 5 | 2025-08-31 | → |
| 2625 | GREAT NORTHERN ASSET MANAGEMENT, INC. | WINTER PARK | 166788 | $73.1M | 5 | 2026-03-31 | → |
| 2626 | GLOBAL INVESTMENT ADVISORY LLC | MCDONOUGH | 310305 | $71.8M | 9 | 2026-06-30 | → |
| 2627 | PLANROCK INVESTMENT MANAGEMENT, LLC | BRENTWOOD | 304803 | $71.0M | 7 | 2026-05-31 | → |
| 2628 | STRUCTURE WEALTH PARTNERS LLC | ORLANDO | 338538 | $68.2M | 1 | 2026-03-31 | → |
| 2629 | CLOCKWISE CAPITAL LLC | MIAMI | 175233 | $67.5M | 3 | 2026-03-31 | → |
| 2630 | PARE PARTNERS LLC | MIAMI | 309242 | $66.9M | 20 | 2026-03-31 | → |
| 2631 | CANTATA WEALTH MANAGEMENT, LLC | CORAL GABLES | 332526 | $65.7M | 4 | 2025-07-31 | → |
| 2632 | THIRDLINE CAPITAL MANAGEMENT LLC | RICHMOND | 314158 | $64.3M | 7 | 2026-01-31 | → |
| 2633 | SLP WEALTH LLC | DURHAM | 325631 | $63.7M | 21 | 2026-06-30 | → |
| 2634 | ACCESS REAL ESTATE, LLC | LOUISVILLE | 337329 | $63.4M | 1 | 2026-04-30 | → |
| 2635 | VN CAPITAL MANAGEMENT, LLC | GREENSBORO | 166761 | $63.0M | 1 | 2026-03-31 | → |
| 2636 | TRUEHAVEN CAPITAL, LLC | FRANKLIN | 332005 | $62.3M | 2 | 2026-06-30 | → |
| 2637 | COLLECTIVE WEALTH PARTNERS, LLC | ATLANTA | 317519 | $59.9M | 6 | 2026-06-30 | → |
| 2638 | MUTUAL TRUST ASSET MGMT., INC. | TAMPA | 121364 | $58.4M | 4 | 2026-05-31 | → |
| 2639 | HAFELE INVESTMENTS, INC. | LOUISVILLE | 341803 | $57.7M | 4 | 2026-06-30 | → |
| 2640 | CYPRESS CAPITAL GROUP, INC. | PALM BEACH | 121923 | $57.5M | 7 | 2025-08-31 | → |
| 2641 | ONEASCENT CAPITAL LLC | BIRMINGHAM | 323220 | $55.6M | 1 | 2026-03-31 | → |
| 2642 | KDHB V CAPITAL MANAGEMENT, LLC | ATLANTA | 307182 | $54.8M | 1 | 2026-03-31 | → |
| 2643 | INFINITY CREDIT ADVISORY, LLC | ATLANTA | 331652 | $53.5M | 1 | 2026-03-31 | → |
| 2644 | CAPITAL MANAGEMENT ADVISORS INC | MARIETTA | 110447 | $52.0M | 4 | 2025-12-31 | → |
| 2645 | GOLDEN EAGLE STRATEGIES, LLC | DELRAY BEACH | 169362 | $50.5M | 7 | 2026-03-31 | → |
| 2646 | ALBRIGHT CAPITAL MANAGEMENT LP | ARLINGTON | 133613 | $49.8M | 7 | 2026-03-31 | → |
| 2647 | WEBULL ADVISORS LLC | ST PETERSBURG | 304881 | $48.9M | 16 | 2026-04-30 | → |
| 2648 | AVENTURA CAPITAL MANAGEMENT, LLC | BOCA RATON | 142478 | $48.4M | 4 | 2026-03-31 | → |
| 2649 | CNL RESIDENTIAL CREDIT MANAGER, LLC | ORLANDO | 335786 | $48.0M | 5 | 2026-06-30 | → |
| 2650 | B. RILEY WEALTH PRIVATE SHARES, LLC | MEMPHIS | 315851 | $47.6M | 8 | 2026-03-31 | → |
| 2651 | GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC | MIAMI | 326890 | $45.4M | 6 | 2026-05-31 | → |
| 2652 | OMPHALOS PARTNERS, LLC | MARYVILLE | 172202 | $45.0M | 2 | 2025-03-31 | → |
| 2653 | SQUARE 1 VENTURES, LLC | DURHAM | 163231 | $43.3M | 2 | 2024-12-31 | → |
| 2654 | ETERNAL CAPITAL, LLC | MIAMI | 333684 | $42.7M | 7 | 2026-06-30 | → |
| 2655 | PROSPECT CREDIT REIT ADVISOR, LLC | WEST PALM BEACH | 331345 | $42.6M | 59 | 2026-03-31 | → |
| 2656 | STRINGER ASSET MANAGEMENT, LLC | MEMPHIS | 166133 | $42.2M | 6 | 2025-03-31 | → |
| 2657 | CONNETIC RIA LLC | COVINGTON | 329078 | $41.3M | 4 | 2026-06-30 | → |
| 2658 | WORTHINGTON CAPITAL MANAGEMENT, LLC | MEMPHIS | 305391 | $41.2M | 3 | 2026-03-31 | → |
| 2659 | BEQUEST CAPITAL LLC | SARASOTA | 334768 | $39.5M | 8 | 2025-06-30 | → |
| 2660 | HERMITAGE WEALTH MANAGEMENT, INC. | RICHMOND | 333235 | $37.5M | 14 | 2026-03-31 | → |
| 2661 | MALT PARTNERS MANAGEMENT LLC | NASHVILLE | 337855 | $36.3M | 2 | 2026-03-31 | → |
| 2662 | CONCOURSE CAPITAL ADVISORS, LLC | ATLANTA | 336424 | $36.1M | 1 | 2026-03-31 | → |
| 2663 | LEATHERBACK ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 310252 | $35.0M | 1 | 2026-03-31 | → |
| 2664 | R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. | SUNNY ISLES BEACH | 137788 | $33.6M | 24 | 2026-03-31 | → |
| 2665 | CASTLE INVESTMENT MANAGEMENT, LLC | ALEXANDRIA | 153464 | $32.1M | 2 | 2025-06-30 | → |
| 2666 | VARIANT PERCEPTION, LLC | CHARLOTTE | 334510 | $31.9M | 1 | 2026-03-31 | → |
| 2667 | PROSPECT ENHANCED YIELD MANAGEMENT, LLC | WEST PALM BEACH | 335748 | $31.7M | 61 | 2026-03-31 | → |
| 2668 | GLADE CAPITAL MANAGEMENT LP | WEST PALM BEACH | 331475 | $31.0M | 2 | 2025-09-30 | → |
| 2669 | DMLO WEALTH PLANNING, LLC | LOUISVILLE | 316202 | $30.4M | 9 | 2026-03-31 | → |
| 2670 | RIVO ALTO CAPITAL FUNDING LLC | NORTH MIAMI BEACH | 162400 | $27.6M | 13 | 2025-05-31 | → |
| 2671 | ST BERNARD ASSET MANAGEMENT, INC. | RUSSELLVILLE | 307770 | $27.4M | 1 | 2026-02-28 | → |
| 2672 | FLATIRON FUND MANAGEMENT LP | WEST PALM BEACH | 331871 | $27.3M | 2 | 2026-04-30 | → |
| 2673 | DORIAN EASON ASSET MANAGEMENT, LLC | MEMPHIS | 113724 | $27.1M | 1 | 2026-03-31 | → |
| 2674 | ALTON ROAD CAPITAL, LP | VERO BEACH | 332521 | $26.6M | 2 | 2026-03-31 | → |
| 2675 | FINIAT, LLC | MOUNT DORA | 329094 | $25.6M | 7 | 2026-06-30 | → |
| 2676 | QUADRANT REAL ESTATE ADVISORS LLC | ALPHARETTA | 138077 | $24.9M | 2 | 2026-03-31 | → |
| 2677 | GREENWOOD PINE PARTNERS, LLC | MEMPHIS | 314679 | $22.9M | 29 | 2026-03-31 | → |
| 2678 | PRCE MANAGEMENT LLC | ALPHARETTA | 312533 | $22.2M | 5 | 2026-03-31 | → |
| 2679 | NEWERA WEALTH ADVISORS, INC. | CORAL GABLES | 331612 | $21.7M | 2 | 2025-02-28 | → |
| 2680 | INNOVATION PARTNERS LLC. | CHARLOTTE | 146344 | $21.7M | 305 | 2026-03-31 | → |
| 2681 | FINANCIAL PLANNING SERVICES, INC. | FORT LAUDERDALE | 311146 | $20.0M | 2 | 2026-06-30 | → |
| 2682 | CNL FUND ADVISORS II, LLC | ORLANDO | 174178 | $19.9M | 6 | 2026-06-30 | → |
| 2683 | ALPHA GROWTH MANAGEMENT LLC | DELRAY BEACH | 316760 | $19.6M | 4 | 2026-05-31 | → |
| 2684 | FIDELIS CAPITAL, LLC | BIRMINGHAM | 141341 | $18.3M | 1 | 2026-03-31 | → |
| 2685 | STOKES ASSET MANAGEMENT, LLC | NEW ORLEANS | 322470 | $15.9M | 6 | 2025-03-31 | → |
| 2686 | OT ADVISORS LLC | BOCA RATON | 328812 | $15.2M | 3 | 2026-01-31 | → |
| 2687 | FWG INVESTMENT MANAGEMENT, LLC | WINTER PARK | 322394 | $14.4M | 2 | 2026-03-31 | → |
| 2688 | C4M GLOBAL ADVISORS LLC | ARLINGTON | 326942 | $13.3M | 3 | 2026-02-28 | → |
| 2689 | TYPHON ADVISORS, LLC | MIAMI BEACH | 339537 | $10.0M | 3 | 2026-05-31 | → |
| 2690 | 1787FP INVESTMENT SERVICES, LLC | MCLEAN | 328273 | $9.1M | 3 | 2026-03-31 | → |
| 2691 | PENSION PLANNING SOLUTIONS, INC. | GREENSBORO | 126393 | $9.1M | 1 | 2025-05-31 | → |
| 2692 | MRWM CAPITAL MANAGEMENT, LLC | NASHVILLE | 336384 | $8.8M | 2 | 2026-03-31 | → |
| 2693 | U.S. CHERRY LLC | ST. PETERSBURG | 311564 | $8.3M | 1 | 2026-03-31 | → |
| 2694 | COASTAL EQUITY MANAGEMENT, LLC | PENSACOLA | 331518 | $7.3M | 2 | 2026-03-31 | → |
| 2695 | CORNERSTONE ADVISORS LLC | FAYETTEVILLE | 325163 | $7.2M | 7 | 2026-05-31 | → |
| 2696 | AXXES ADVISORS I LLC | CORAL GABLES | 332460 | $6.8M | 10 | 2026-04-30 | → |
| 2697 | DARROW BENTLEY LLC | DAYTONA BEACH | 334443 | $6.1M | 3 | 2026-04-30 | → |
| 2698 | HAVEN CAPITAL ADVISORS, LLC | CHARLOTTE | 338419 | $5.4M | 15 | 2026-06-30 | → |
| 2699 | TCG STRATEGIC INCOME ADVISOR LLC | WEST PALM BEACH | 336718 | $5.1M | 29 | 2026-03-31 | → |
| 2700 | IUR CAPITAL, LLC | MIAMI | 153630 | $4.7M | 1 | 2026-02-28 | → |
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