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 | |
|---|---|---|---|---|---|---|---|
| 201 | THE ASCENT GROUP, LLC | VIRGINIA BEACH | 314424 | $4.76B | 44 | 2026-03-31 | → |
| 202 | IFG ADVISORY, LLC | ATLANTA | 168012 | $4.76B | 187 | 2026-03-31 | → |
| 203 | GWN SECURITIES INC. | PALM BEACH GARDENS | 128929 | $4.75B | 707 | 2026-04-30 | → |
| 204 | KINETIC PARTNERS MANAGEMENT, LP | MIAMI | 318097 | $4.73B | 15 | 2026-03-31 | → |
| 205 | WASHINGTON HARBOUR PARTNERS LP | ARLINGTON | 309915 | $4.73B | 12 | 2026-03-31 | → |
| 206 | ACASTA PARTNERS US LLC | BOCA RATON | 335005 | $4.72B | 4 | 2026-02-28 | → |
| 207 | MARITIME PARTNERS, LLC | METAIRIE | 300186 | $4.72B | 41 | 2026-03-31 | → |
| 208 | PACIFIC FINANCIAL GROUP,LLC | NASHVILLE | 143041 | $4.69B | 20 | 2026-03-31 | → |
| 209 | MCF ADVISORS, LLC | LEXINGTON | 130372 | $4.68B | 55 | 2026-05-31 | → |
| 210 | BRAGG FINANCIAL ADVISORS INC | CHARLOTTE | 108780 | $4.67B | 39 | 2026-03-31 | → |
| 211 | BOWEN, HANES & CO INC | PONTE VEDRA BEACH | 105153 | $4.62B | 10 | 2026-02-28 | → |
| 212 | TEMPLETON INVESTMENT COUNSEL, LLC | FT. LAUDERDALE | 111370 | $4.61B | 31 | 2026-06-30 | → |
| 213 | GSV EQUITY HOLDINGS, LLC | KNOXVILLE | 322865 | $4.57B | 44 | 2026-03-31 | → |
| 214 | QHP CAPITAL, L.P. | RALEIGH | 311710 | $4.57B | 25 | 2026-03-31 | → |
| 215 | DWIGHT SECURITIES MANAGEMENT LLC | SUNNY ISLES BEACH | 174984 | $4.56B | 41 | 2026-04-30 | → |
| 216 | FRANKLIN STREET ADVISORS, INC. | CHAPEL HILL | 106275 | $4.53B | 40 | 2026-05-31 | → |
| 217 | CWA ASSET MANAGEMENT GROUP, LLC | NAPLES | 158940 | $4.51B | 67 | 2026-04-30 | → |
| 218 | SPIRE WEALTH MANAGEMENT, LLC | MCLEAN | 113908 | $4.51B | 145 | 2026-06-30 | → |
| 219 | PERFORMA LIMITED (US), LLC | CHARLESTON | 154232 | $4.49B | 18 | 2026-06-30 | → |
| 220 | VALLEY FORGE CAPITAL MANAGEMENT, LP | MIAMI | 162953 | $4.45B | 9 | 2026-03-31 | → |
| 221 | PROVENANCE WEALTH ADVISORS, LLC | FORT LAUDERDALE | 126529 | $4.44B | 52 | 2026-01-31 | → |
| 222 | GLADSTONE MANAGEMENT CORPORATION | MCLEAN | 122482 | $4.42B | 45 | 2026-04-30 | → |
| 223 | RWC ASSET ADVISORS (US) LLC | MIAMI | 166517 | $4.38B | 22 | 2026-03-31 | → |
| 224 | GOOD LIFE ADVISORS, LLC | CELEBRATION | 171898 | $4.35B | 135 | 2026-03-31 | → |
| 225 | SAGE MOUNTAIN ADVISORS, LLC | ATLANTA | 298593 | $4.29B | 31 | 2026-03-31 | → |
| 226 | SIRENIA CAPITAL MANAGEMENT LP | MIAMI BEACH | 340192 | $4.26B | 13 | 2026-05-31 | → |
| 227 | ZWJ INVESTMENT COUNSEL INC | ATLANTA | 110397 | $4.23B | 20 | 2026-03-31 | → |
| 228 | WILLIS INVESTMENT COUNSEL INC | GAINESVILLE | 111042 | $4.23B | 13 | 2026-04-30 | → |
| 229 | B. RILEY WEALTH ADVISORS, INC. | MEMPHIS | 115927 | $4.21B | 268 | 2026-03-31 | → |
| 230 | SOUTHEAST ASSET ADVISORS, LLC | THOMASVILLE | 107588 | $4.20B | 14 | 2026-05-31 | → |
| 231 | CLEAR INVESTMENT RESEARCH, LLC | ALPHARETTA | 172685 | $4.19B | 5 | 2026-03-31 | → |
| 232 | SALEM INVESTMENT COUNSELORS INC | WINSTON SALEM | 104855 | $4.19B | 18 | 2026-03-31 | → |
| 233 | SOUND INCOME STRATEGIES, LLC | FORT LAUDERDALE | 173272 | $4.18B | 134 | 2026-01-31 | → |
| 234 | APRIO WEALTH MANAGEMENT, LLC | ATLANTA | 127333 | $4.15B | 55 | 2026-06-30 | → |
| 235 | ARCHPOINT INVESTORS LLC | CORAL GABLES | 151807 | $4.13B | 11 | 2026-03-31 | → |
| 236 | FINACCESS ADVISORS, LLC | MIAMI | 150697 | $4.11B | 13 | 2026-03-31 | → |
| 237 | KEEL POINT, LLC | HUNTSVILLE | 127902 | $4.07B | 92 | 2026-06-30 | → |
| 238 | MONEY CONCEPTS CAPITAL CORP | PALM BEACH GARDENS | 12963 | $4.07B | 478 | 2026-03-31 | → |
| 239 | THOROUGHBRED FINANCIAL SERVICES, LLC | BRENTWOOD | 47893 | $4.04B | 31 | 2026-03-31 | → |
| 240 | PERMANENS CAPITAL L.P. | CHARLESTON | 157476 | $4.02B | 17 | 2026-03-31 | → |
| 241 | VALOR ADVISORS LLC | MIAMI | 171358 | $4.01B | 16 | 2026-06-30 | → |
| 242 | BT FAMILY OFFICE, LLC | ATLANTA | 305713 | $4.00B | 7 | 2026-03-31 | → |
| 243 | ADVUS FINANCIAL PARTNERS, LLC | WINTER PARK | 311990 | $3.97B | 16 | 2026-06-30 | → |
| 244 | WEALTHCARE CAPITAL MANAGEMENT LLC | RICHMOND | 111119 | $3.93B | 54 | 2026-05-31 | → |
| 245 | JOHNSON STERLING, INC. | BIRMINGHAM | 106379 | $3.90B | 10 | 2026-03-31 | → |
| 246 | SHAOLIN CAPITAL MANAGEMENT LLC | MIAMI | 300095 | $3.89B | 14 | 2026-03-31 | → |
| 247 | MIDDLEGROUND MANAGEMENT, LP | LEXINGTON | 297235 | $3.89B | 111 | 2026-05-31 | → |
| 248 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | TAMPA | 309550 | $3.88B | 58 | 2026-04-30 | → |
| 249 | DEFIANCE ETFS, LLC | MIAMI | 294410 | $3.86B | 7 | 2026-05-31 | → |
| 250 | HIGHLAND CAPITAL MANAGEMENT, LLC | MEMPHIS | 104842 | $3.83B | 21 | 2026-03-31 | → |
| 251 | G. W. HENSSLER & ASSOCIATES, LTD | KENNESAW | 104545 | $3.81B | 88 | 2026-03-31 | → |
| 252 | TIMUCUAN ASSET MANAGEMENT INC | JACKSONVILLE | 105899 | $3.81B | 10 | 2026-03-31 | → |
| 253 | HARBOR GROUP INTERNATIONAL, LLC | NORFOLK | 285895 | $3.79B | 293 | 2026-04-30 | → |
| 254 | SOUTHSTATE ADVISORY, INC. | COLUMBIA | 153113 | $3.78B | 22 | 2025-06-30 | → |
| 255 | HOLBROOK HOLDINGS, INC. | ATLANTA | 283258 | $3.78B | 14 | 2026-02-28 | → |
| 256 | PLEXUS CAPITAL, LLC | RALEIGH | 310241 | $3.77B | 50 | 2026-03-31 | → |
| 257 | FALFURRIAS MANAGEMENT PARTNERS LP | CHARLOTTE | 163076 | $3.71B | 55 | 2026-03-31 | → |
| 258 | SOUTHEASTERN ASSET MANAGEMENT INC. | MEMPHIS | 105276 | $3.70B | 29 | 2026-03-31 | → |
| 259 | 57 STARS LLC | ARLINGTON | 135202 | $3.70B | 24 | 2026-03-31 | → |
| 260 | THE WELCH GROUP, LLC | BIRMINGHAM | 111273 | $3.68B | 28 | 2026-03-31 | → |
| 261 | FOURTH SAIL CAPITAL US LP | BOCA RATON | 332445 | $3.67B | 3 | 2026-03-31 | → |
| 262 | THE BURNEY COMPANY | RESTON | 106945 | $3.59B | 46 | 2026-03-31 | → |
| 263 | CALYDON CAPITAL, LLC | MEMPHIS | 285485 | $3.58B | 8 | 2026-04-30 | → |
| 264 | PNC TC, LLC | LOUISVILLE | 172753 | $3.55B | 186 | 2026-06-30 | → |
| 265 | QUAD-C MANAGEMENT, INC. | CHARLOTTESVILLE | 161395 | $3.55B | 33 | 2026-03-31 | → |
| 266 | ONEASCENT FINANCIAL SERVICES LLC | BIRMINGHAM | 284549 | $3.54B | 161 | 2026-06-30 | → |
| 267 | EQUITY INVESTMENT CORPORATION | ATLANTA | 283930 | $3.51B | 27 | 2026-03-31 | → |
| 268 | 1607 CAPITAL PARTNERS, LLC | RICHMOND | 144758 | $3.49B | 15 | 2026-03-31 | → |
| 269 | ARBOR INVESTMENTS MANAGEMENT, LLC | PALM BEACH | 157442 | $3.48B | 29 | 2026-05-31 | → |
| 270 | DOUBLELINE ALTERNATIVES LP | TAMPA | 175212 | $3.47B | 171 | 2026-03-31 | → |
| 271 | BILTMORE FAMILY OFFICE, LLC | CHARLOTTE | 167174 | $3.47B | 24 | 2026-03-31 | → |
| 272 | TANDEM INVESTMENT ADVISORS INC | CHARLESTON | 109392 | $3.45B | 18 | 2026-05-31 | → |
| 273 | ARVEST INVESTMENTS, INC. | LOWELL | 42057 | $3.44B | 238 | 2026-03-31 | → |
| 274 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | NASHVILLE | 105098 | $3.44B | 13 | 2026-03-31 | → |
| 275 | CEREDEX VALUE ADVISORS LLC | WINTER PARK | 146023 | $3.43B | 13 | 2026-03-31 | → |
| 276 | LEAVELL INVESTMENT MANAGEMENT, INC. | MOBILE | 107890 | $3.40B | 36 | 2026-05-31 | → |
| 277 | COLONY FAMILY OFFICES, LLC | CHARLOTTE | 167017 | $3.36B | 16 | 2026-02-28 | → |
| 278 | STOKES FAMILY OFFICE LLC | NEW ORLEANS | 300899 | $3.35B | 14 | 2026-04-30 | → |
| 279 | CERTUITY, LLC | NORTH PALM BEACH | 129505 | $3.30B | 35 | 2026-04-30 | → |
| 280 | VERGER CAPITAL MANAGEMENT LLC | WINSTON-SALEM | 170125 | $3.28B | 18 | 2026-06-30 | → |
| 281 | TREMBLANT ADVISORS LP | WEST PALM BEACH | 330605 | $3.27B | 19 | 2026-03-31 | → |
| 282 | ADVOCACY WEALTH MANAGEMENT, LLC | ATLANTA | 141943 | $3.24B | 36 | 2026-03-31 | → |
| 283 | GRYPHON WEALTH, LLC | JACKSONVILLE | 339969 | $3.24B | 22 | 2026-05-31 | → |
| 284 | CUMBERLAND ADVISORS, LLC | SARASOTA | 107964 | $3.22B | 36 | 2026-02-28 | → |
| 285 | EVENSKY & KATZ, LLC | CORAL GABLES | 109698 | $3.21B | 44 | 2026-03-31 | → |
| 286 | BOGART WEALTH, LLC | MCLEAN | 283886 | $3.19B | 50 | 2026-03-31 | → |
| 287 | LCP INSTITUTIONAL, LLC | ATLANTA | 325133 | $3.18B | 8 | 2026-03-31 | → |
| 288 | CSENGE ADVISORY GROUP, LLC | CLEARWATER | 131167 | $3.17B | 74 | 2026-03-31 | → |
| 289 | CYNDEO WEALTH PARTNERS, LLC | ST. PETERSBURG | 307781 | $3.15B | 28 | 2026-06-30 | → |
| 290 | RED DOOR WEALTH MANAGEMENT, LLC | MEMPHIS | 153235 | $3.09B | 19 | 2026-06-30 | → |
| 291 | GLENEAGLES INVESTMENT ADVISORS, LLC | ATLANTA | 312306 | $3.08B | 4 | 2026-03-31 | → |
| 292 | DISCIPLINA CAPITAL MANAGEMENT, LLC | NASHVILLE | 167295 | $3.06B | 11 | 2026-03-31 | → |
| 293 | TRUWEALTH ADVISORS, LLC | METAIRIE | 306876 | $3.05B | 3 | 2026-05-31 | → |
| 294 | CERTIFIED ADVISORY CORP | ALTAMONTE SPRINGS | 120990 | $3.04B | 39 | 2026-03-31 | → |
| 295 | CORNERSTONE ADVISORS, LLC | ASHEVILLE | 300891 | $3.04B | 7 | 2026-03-31 | → |
| 296 | SILVANT CAPITAL MANAGEMENT LLC | ATLANTA | 146025 | $3.04B | 8 | 2026-03-31 | → |
| 297 | NEW REPUBLIC CAPITAL, LLC | CHARLOTTE | 310907 | $3.03B | 28 | 2026-03-31 | → |
| 298 | GLOBALT INVESTMENTS LLC | ATLANTA | 328039 | $3.02B | 18 | 2026-04-30 | → |
| 299 | SHARIAPORTFOLIO, INC. | LAKE MARY | 173937 | $3.01B | 21 | 2026-04-30 | → |
| 300 | LARCH CAPITAL PARTNERS LLC | MIAMI | 307653 | $3.00B | 17 | 2026-05-31 | → |
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