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 | |
|---|---|---|---|---|---|---|---|
| 401 | BLUE GROTTO CAPITAL, LLC | ATLANTA | 299869 | $2.10B | 6 | 2026-03-31 | → |
| 402 | ALPINE ASSOCIATES MANAGEMENT INC. | PALM BEACH | 138901 | $2.09B | 26 | 2026-03-31 | → |
| 403 | NARWHAL CAPITAL MANAGMENT, LLC | MARIETTA | 135958 | $2.08B | 18 | 2026-06-30 | → |
| 404 | INDIVISIBLE PARTNERS, LLC | CLEARWATER | 332431 | $2.08B | 24 | 2026-05-31 | → |
| 405 | CAHABA WEALTH MANAGEMENT, INC. | ATLANTA | 151675 | $2.06B | 23 | 2026-03-31 | → |
| 406 | SAWGRASS ASSET MANAGEMENT LLC | PONTE VEDRA BEACH | 108831 | $2.05B | 15 | 2026-04-30 | → |
| 407 | VOLATILITY SHARES LLC | PALM BEACH GARDENS | 321955 | $2.04B | 10 | 2026-03-31 | → |
| 408 | POINT BREAK CAPITAL MANAGEMENT LLC | MIAMI | 164213 | $2.04B | 11 | 2026-05-31 | → |
| 409 | PROVISE MANAGEMENT GROUP, LLC | CLEARWATER | 105375 | $2.03B | 22 | 2026-06-30 | → |
| 410 | CAPWEALTH ADVISORS, LLC | FRANKLIN | 148781 | $2.03B | 19 | 2026-03-31 | → |
| 411 | ALTHUM ADVISORS LLC | MIAMI | 315952 | $2.03B | 11 | 2026-03-31 | → |
| 412 | PRONVEST, LLC DBA FUTURE CAPITAL | CHATTANOOGA | 119081 | $2.02B | 30 | 2026-03-31 | → |
| 413 | WOODMONT INVESTMENT COUNSEL, LLC | NASHVILLE | 109779 | $2.01B | 15 | 2026-03-31 | → |
| 414 | AFF FUND MANAGER, LLC | ATLANTA | 281296 | $2.01B | 55 | 2026-03-31 | → |
| 415 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | MONTGOMERY | 116091 | $2.01B | 16 | 2026-05-31 | → |
| 416 | CORRY CAPITAL ADVISORS, LLC | VERO BEACH | 165403 | $2.01B | 9 | 2026-03-31 | → |
| 417 | NAPLES GLOBAL ADVISORS LLC | NAPLES | 158544 | $2.00B | 20 | 2026-05-31 | → |
| 418 | COMPERIO RETIREMENT CONSULTING, INC. | CARY | 140786 | $1.99B | 4 | 2026-03-31 | → |
| 419 | TIMBERLAND INVESTMENT RESOURCES, LLC | ATLANTA | 129663 | $1.98B | 30 | 2026-03-31 | → |
| 420 | LEE DANNER & BASS INC | NASHVILLE | 111002 | $1.98B | 11 | 2026-06-30 | → |
| 421 | GREENWOOD GEARHART, LLC | FAYETTEVILLE | 110379 | $1.97B | 26 | 2026-05-31 | → |
| 422 | THE FIDUCIARY GROUP, LLC | SAVANNAH | 221530 | $1.97B | 18 | 2026-03-31 | → |
| 423 | SHAPIRO CAPITAL MANAGEMENT LLC | ATLANTA | 105581 | $1.97B | 10 | 2026-05-31 | → |
| 424 | EVOLUTION WEALTH ADVISORS, LLC | AVENTURA | 285142 | $1.96B | 15 | 2026-03-31 | → |
| 425 | 3EDGE ASSET MANAGEMENT, LP | NAPLES | 282059 | $1.95B | 24 | 2026-04-30 | → |
| 426 | ABOUND WEALTH MANAGEMENT, LLC | FRANKLIN | 285903 | $1.95B | 41 | 2026-06-30 | → |
| 427 | BULLTICK WEALTH MANAGEMENT, LLC | MIAMI | 141588 | $1.95B | 62 | 2026-03-31 | → |
| 428 | CAPITAL Z PARTNERS MANAGEMENT, LLC | NAPLES | 157048 | $1.94B | 5 | 2026-03-31 | → |
| 429 | LORIENT CAPITAL MANAGEMENT, LLC | MIAMI | 289572 | $1.94B | 29 | 2026-03-31 | → |
| 430 | SISUNG INVESTMENT MANAGEMENT SERVICES LLC | METAIRIE | 107318 | $1.94B | 7 | 2026-03-31 | → |
| 431 | FOURTHOUGHT FINANCIAL PARTNERS, LLC. | VENICE | 323060 | $1.93B | 20 | 2026-04-30 | → |
| 432 | COMVEST PE ADVISORS, LLC | WEST PALM BEACH | 338119 | $1.92B | 23 | 2026-06-30 | → |
| 433 | NOVARE CAPITAL MANAGEMENT | CHARLOTTE | 117949 | $1.92B | 23 | 2026-06-30 | → |
| 434 | CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P. | CHARLOTTE | 157822 | $1.91B | 19 | 2026-05-31 | → |
| 435 | PATRIOT INVESTMENT MANAGEMENT GROUP INC | KNOXVILLE | 112155 | $1.91B | 25 | 2026-03-31 | → |
| 436 | MORA CAPITAL MANAGEMENT, LLC | MIAMI | 112221 | $1.90B | 49 | 2026-06-30 | → |
| 437 | HALIFAX INVESTMENT MANAGEMENT, L.L.C. | RALEIGH | 152789 | $1.90B | 18 | 2026-03-31 | → |
| 438 | ETON ADVISORS GROUP, LLC | CHAPEL HILL | 289395 | $1.89B | 11 | 2026-03-31 | → |
| 439 | BLUEPRINT INVESTMENT PARTNERS LLC | GREENSBORO | 170196 | $1.87B | 9 | 2026-04-30 | → |
| 440 | WESTEND ADVISORS, LLC | CHARLOTTE | 133279 | $1.87B | 29 | 2026-01-31 | → |
| 441 | COLONIAL TRUST ADVISORS, INC. | SPARTANBURG | 110257 | $1.85B | 28 | 2026-06-30 | → |
| 442 | KANAWHA CAPITAL MANAGEMENT, LLC | RICHMOND | 118458 | $1.84B | 11 | 2026-04-30 | → |
| 443 | PALISADES HUDSON ASSET MANAGEMENT, L.P. | FORT LAUDERDALE | 109134 | $1.84B | 14 | 2026-03-31 | → |
| 444 | AZZAD ASSET MANAGEMENT, INC. | FALLS CHURCH | 111291 | $1.84B | 18 | 2026-01-31 | → |
| 445 | A&M PRIVATE WEALTH PARTNERS, LLC | WEST PALM BEACH | 331478 | $1.83B | 28 | 2026-03-31 | → |
| 446 | THE MOLPUS WOODLANDS GROUP, LLC | RIDGELAND | 114575 | $1.83B | 112 | 2026-04-30 | → |
| 447 | SUMMIT FINANCIAL WEALTH ADVISORS, LLC | LAFAYETTE | 171278 | $1.80B | 22 | 2026-03-31 | → |
| 448 | MORGAN CREEK CAPITAL MANAGEMENT, LLC | CHAPEL HILL | 138401 | $1.79B | 29 | 2026-03-31 | → |
| 449 | NBC SECURITIES, INC. | BIRMINGHAM | 17870 | $1.78B | 68 | 2026-06-30 | → |
| 450 | LINDEN THOMAS ADVISORY SERVICES, LLC | CHARLOTTE | 288557 | $1.77B | 14 | 2026-05-31 | → |
| 451 | MARCO INVESTMENT MANAGEMENT LLC | ATLANTA | 108170 | $1.77B | 10 | 2026-06-30 | → |
| 452 | GREENWOOD CAPITAL ASSOCIATES, LLC | GREENWOOD | 115015 | $1.77B | 21 | 2026-04-30 | → |
| 453 | SLATESTONE WEALTH LLC | JUPITER | 286669 | $1.76B | 28 | 2026-06-30 | → |
| 454 | GEF CAPITAL PARTNERS, LLC | ARLINGTON | 293329 | $1.75B | 52 | 2026-03-31 | → |
| 455 | FINANCIAL SECURITY ADVISORY INC | VIRGINIA BEACH | 110746 | $1.74B | 43 | 2026-03-31 | → |
| 456 | STEELE CREEK INVESTMENT MANAGEMENT LLC | CHARLOTTE | 170209 | $1.74B | 12 | 2026-03-31 | → |
| 457 | COMMONWEALTH CREDIT ADVISORS, LLC | WEST PALM BEACH | 312541 | $1.73B | 150 | 2026-03-31 | → |
| 458 | ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | TAMPA | 150570 | $1.73B | 21 | 2026-03-31 | → |
| 459 | ALLY INVEST ADVISORS INC | CHARLOTTE | 170301 | $1.73B | 8 | 2026-04-30 | → |
| 460 | WEXFORD CAPITAL LP | WEST PALM BEACH | 108726 | $1.72B | 39 | 2026-05-31 | → |
| 461 | RK CAPITAL MANAGEMENT, LLC | WESTON | 314175 | $1.72B | 9 | 2026-03-31 | → |
| 462 | DELEGATE ADVISORS, LLC | CHAPEL HILL | 159953 | $1.71B | 13 | 2026-03-31 | → |
| 463 | ARGENT ADVISORS, INC. | RUSTON | 112028 | $1.71B | 27 | 2026-03-31 | → |
| 464 | ACCURATE WEALTH MANAGEMENT, LLC | WESLEY CHAPEL | 298137 | $1.71B | 47 | 2026-06-30 | → |
| 465 | THE PRAEDIUM GROUP LLC | BOCA RATON | 161789 | $1.71B | 10 | 2026-03-31 | → |
| 466 | STEPHENS GROUP ASSET MANAGEMENT, LLC | LITTLE ROCK | 288981 | $1.70B | 4 | 2026-03-31 | → |
| 467 | PRESCOTT GENERAL PARTNERS LLC | BOCA RATON | 157907 | $1.69B | 5 | 2026-03-31 | → |
| 468 | MAGNOLIA CAPITAL ADVISORS LLC | RIDGELAND | 298398 | $1.69B | 18 | 2026-03-31 | → |
| 469 | WELLINGTON CONSULTING SERVICES INC | CHANTILLY | 105837 | $1.69B | 13 | 2026-03-31 | → |
| 470 | ARGONNE CAPITAL GROUP, LLC | ATLANTA | 291254 | $1.68B | 82 | 2026-05-31 | → |
| 471 | PATTON ALBERTSON MILLER GROUP, LLC | CHATTANOOGA | 281558 | $1.68B | 23 | 2026-03-31 | → |
| 472 | CPC ADVISORS, LLC | ATLANTA | 111025 | $1.68B | 29 | 2026-04-30 | → |
| 473 | PRIMUS CAPITAL PARTNERS, INC. | ATLANTA | 156861 | $1.67B | 19 | 2026-03-31 | → |
| 474 | QUANTITATIVE INVESTMENT MANAGEMENT, LLC | CHARLOTTESVILLE | 156869 | $1.67B | 39 | 2026-03-31 | → |
| 475 | CANNON FINANCIAL STRATEGISTS, INC. | ATHENS | 133509 | $1.67B | 33 | 2026-03-31 | → |
| 476 | FORA CAPITAL, LLC | MIAMI | 295393 | $1.67B | 8 | 2026-03-31 | → |
| 477 | JOURNEY ADVISORY GROUP, LLC | COVINGTON | 171919 | $1.65B | 31 | 2026-06-30 | → |
| 478 | THE HOERNER PLANNING GROUP, LLC | MIDDLEBURG | 139464 | $1.65B | 8 | 2026-03-31 | → |
| 479 | BLUE SEA CAPITAL LLC | WEST PALM BEACH | 169023 | $1.65B | 24 | 2026-03-31 | → |
| 480 | MARTIN & COMPANY, INC | KNOXVILLE | 108718 | $1.65B | 6 | 2026-05-31 | → |
| 481 | ARS WEALTH ADVISORS GROUP, LLC | ST. PETERSBURG | 314882 | $1.64B | 24 | 2026-03-31 | → |
| 482 | STEEL GROVE CAPITAL ADVISORS, LLC | MEMPHIS | 115231 | $1.64B | 13 | 2026-03-31 | → |
| 483 | FORGELIGHT LLC | MIAMI | 307944 | $1.63B | 5 | 2026-03-31 | → |
| 484 | VECTORGLOBAL IAG, INC. | MIAMI | 147129 | $1.63B | 27 | 2026-06-30 | → |
| 485 | INTREPID CAPITAL MANAGEMENT INC | JACKSONVILLE BEACH | 108516 | $1.62B | 16 | 2026-05-31 | → |
| 486 | SIERRA CAPITAL LLC | MIAMI | 110129 | $1.61B | 8 | 2026-06-30 | → |
| 487 | LESTE CAPITAL PARTNERS (FLORIDA), LLC | MIAMI | 285179 | $1.61B | 19 | 2026-06-30 | → |
| 488 | THE GLEASON GROUP, INC. | PROSPECT | 175104 | $1.61B | 11 | 2026-06-30 | → |
| 489 | FC CAPITAL MANAGEMENT LLC | CHARLOTTE | 161220 | $1.61B | 19 | 2026-03-31 | → |
| 490 | NAVITER WEALTH, LLC | LITTLE ROCK | 311508 | $1.60B | 15 | 2026-05-31 | → |
| 491 | BEAM WEALTH ADVISORS, INC. | COVINGTON | 109867 | $1.60B | 27 | 2026-04-30 | → |
| 492 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | ALEXANDRIA | 165689 | $1.60B | 39 | 2026-04-30 | → |
| 493 | ROLLINS FINANCIAL ADVISORS, LLC | ATLANTA | 312921 | $1.59B | 14 | 2026-04-30 | → |
| 494 | CICCARELLI ADVISORY SERVICES INC | NAPLES | 110904 | $1.59B | 16 | 2025-11-30 | → |
| 495 | LOCUST POINT CAPITAL, INC. | MIAMI | 286689 | $1.58B | 43 | 2026-03-31 | → |
| 496 | CREDICORP CAPITAL ADVISORS LLC | MIAMI | 290081 | $1.58B | 26 | 2026-04-30 | → |
| 497 | ILS ADVISORY SERVICES, LLC | NASHVILLE | 333054 | $1.58B | 6 | 2026-03-31 | → |
| 498 | CALTON & ASSOCIATES, INC. | TAMPA | 20999 | $1.58B | 373 | 2026-05-31 | → |
| 499 | GODSEY & GIBB INC | RICHMOND | 105650 | $1.56B | 23 | 2026-05-31 | → |
| 500 | ROYAL FUND MANAGEMENT, LLC | LADY LAKE | 144434 | $1.56B | 93 | 2026-05-31 | → |
Related Lists
Sleeve2,728 firms · 2026-06-30