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 | |
|---|---|---|---|---|---|---|---|
| 501 | TRIARTISAN CAPITAL ADVISORS LLC | WEST PALM BEACH | 324138 | $1.56B | 7 | 2026-03-31 | → |
| 502 | CCM INVESTMENT ADVISERS, LLC | COLUMBIA | 105743 | $1.55B | 11 | 2026-03-31 | → |
| 503 | HEARTWOOD WEALTH ADVISORS, LLC | RICHMOND | 300273 | $1.55B | 13 | 2026-04-30 | → |
| 504 | ACTIV8 FAMILY OFFICE LLC | MCLEAN | 337753 | $1.54B | 21 | 2026-03-31 | → |
| 505 | FINANCIAL SYMMETRY INCORPORATED | RALEIGH | 118443 | $1.54B | 35 | 2026-05-31 | → |
| 506 | SBK FINANCIAL, INC. | RICHMOND | 132513 | $1.54B | 18 | 2026-03-31 | → |
| 507 | CNL STRATEGIC CAPITAL MANAGEMENT, LLC | ORLANDO | 286342 | $1.54B | 7 | 2026-06-30 | → |
| 508 | METEORA CAPITAL, LLC | BOCA RATON | 313378 | $1.54B | 16 | 2026-03-31 | → |
| 509 | INFINITY CAPITAL ADVISORS, LLC | ATLANTA | 159852 | $1.53B | 20 | 2026-03-31 | → |
| 510 | DELTA ASSET MANAGEMENT, LLC | MEMPHIS | 113688 | $1.53B | 10 | 2026-05-31 | → |
| 511 | ANDERSON FINANCIAL PARTNERS, INC. | PONTE VEDRA | 126641 | $1.52B | 4 | 2026-03-31 | → |
| 512 | ALBRITTON CAPITAL MANAGEMENT CO | ALPHARETTA | 112772 | $1.52B | 1 | 2026-03-31 | → |
| 513 | LEGACY CAPITAL WEALTH PARTNERS, LLC | LITTLE ROCK | 291960 | $1.52B | 21 | 2026-06-30 | → |
| 514 | ANCHOR INVESTMENT MANAGEMENT, LLC | COLUMBIA | 135296 | $1.52B | 17 | 2026-03-31 | → |
| 515 | LEGACY FINANCIAL ADVISORS, INC. | COVINGTON | 158675 | $1.52B | 21 | 2026-03-31 | → |
| 516 | 22C CAPITAL LLC | BOCA RATON | 298094 | $1.51B | 19 | 2026-05-31 | → |
| 517 | MILL CAPITAL MANAGEMENT, LLC | CONCORD | 312798 | $1.49B | 5 | 2026-02-28 | → |
| 518 | CULLINAN ASSOCIATES, INC. | LOUISVILLE | 108340 | $1.48B | 17 | 2026-03-31 | → |
| 519 | TBH GLOBAL ASSET MANAGEMENT, LLC | BRENTWOOD | 145536 | $1.48B | 22 | 2026-03-31 | → |
| 520 | SERENGETI ASSET MANAGEMENT LP | WEST PALM BEACH | 156366 | $1.48B | 29 | 2026-03-31 | → |
| 521 | HHM WEALTH ADVISORS, LLC | CHATTANOOGA | 150843 | $1.47B | 20 | 2026-03-31 | → |
| 522 | RELIANT INVESTMENT MANAGEMENT, LLC | MEMPHIS | 111220 | $1.47B | 12 | 2026-03-31 | → |
| 523 | CJM WEALTH ADVISERS, LTD. | FALLS CHURCH | 107750 | $1.47B | 13 | 2026-06-30 | → |
| 524 | ACTIVEST WEALTH MANAGEMENT, LLC | AVENTURA | 156150 | $1.46B | 22 | 2026-04-30 | → |
| 525 | COURAGE CAPITAL MANAGEMENT, LLC | NASHVILLE | 130449 | $1.45B | 23 | 2026-03-31 | → |
| 526 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | RICHMOND | 289178 | $1.45B | 49 | 2026-03-31 | → |
| 527 | APOLLON FINANCIAL, LLC | MOUNT PLEASANT | 321217 | $1.45B | 29 | 2026-06-30 | → |
| 528 | LIQUID STRATEGIES, LLC | ATLANTA | 170107 | $1.45B | 13 | 2026-03-31 | → |
| 529 | HAVEN GLOBAL PARTNERS, LLC | ATLANTA | 289472 | $1.45B | 4 | 2026-05-31 | → |
| 530 | FIVE POINTS CAPITAL LLC | WINSTON-SALEM | 160792 | $1.45B | 26 | 2026-03-31 | → |
| 531 | PRIVATE CAPITAL MANAGEMENT, LLC | NAPLES | 169172 | $1.44B | 21 | 2026-03-31 | → |
| 532 | D'ORAZIO & ASSOCIATES, INC. | VIENNA | 131976 | $1.44B | 11 | 2026-03-31 | → |
| 533 | SPIREPOINT PRIVATE CLIENT, LLC | VERO BEACH | 327350 | $1.44B | 10 | 2026-06-30 | → |
| 534 | TERRACAP MANAGEMENT LLC | NAPLES | 169695 | $1.44B | 21 | 2026-05-31 | → |
| 535 | OAK CITY CONSULTING, LLC | WAKE FOREST | 162220 | $1.43B | 6 | 2026-03-31 | → |
| 536 | EIGHTFOLD REAL ESTATE CAPITAL, L.P. | MIAMI | 163086 | $1.43B | 19 | 2026-04-30 | → |
| 537 | THE EDGAR LOMAX COMPANY | ALEXANDRIA | 105444 | $1.42B | 8 | 2026-03-31 | → |
| 538 | IRONSIDES ASSET ADVISORS, LLC | ROCKY MOUNT | 161683 | $1.42B | 3 | 2026-02-28 | → |
| 539 | MBL WEALTH, LLC | CHARLOTTE | 305176 | $1.42B | 14 | 2026-03-31 | → |
| 540 | LFM CAPITAL, LLC | NASHVILLE | 173834 | $1.42B | 25 | 2026-03-31 | → |
| 541 | TALLVINE PARTNERS MANAGEMENT LP | CORAL GABLES | 330629 | $1.42B | 16 | 2026-04-30 | → |
| 542 | WATER STREET CAPITAL, INC. | JACKSONVILLE | 158133 | $1.42B | 16 | 2026-03-31 | → |
| 543 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | NASHVILLE | 110879 | $1.42B | 1 | 2026-03-31 | → |
| 544 | ELION PARTNERS, LLC | MIAMI | 170483 | $1.41B | 27 | 2026-03-31 | → |
| 545 | SEVEN SPRINGS WEALTH GROUP, LLC | BRENTWOOD | 127411 | $1.41B | 15 | 2026-06-30 | → |
| 546 | ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC | MIAMI | 292038 | $1.41B | 10 | 2026-03-31 | → |
| 547 | DC CAPITAL PARTNERS MANAGEMENT, L.P. | ALEXANDRIA | 283131 | $1.40B | 18 | 2026-05-31 | → |
| 548 | VERITY AND VERITY, LLC | BEAUFORT | 119630 | $1.40B | 16 | 2026-03-31 | → |
| 549 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | AUGUSTA | 297305 | $1.40B | 9 | 2026-03-31 | → |
| 550 | ACORN FINANCIAL ADVISORY SERVICES, INC. | RESTON | 116763 | $1.40B | 11 | 2026-06-30 | → |
| 551 | ST. DENIS J. VILLERE & CO., LLC | NEW ORLEANS | 105159 | $1.40B | 5 | 2026-05-31 | → |
| 552 | MARIETTA WEALTH MANAGEMENT, LLC | MARIETTA | 281782 | $1.39B | 12 | 2026-03-31 | → |
| 553 | CC MANAGEMENT GP, LLC | CHARLOTTE | 168693 | $1.39B | 17 | 2026-03-31 | → |
| 554 | HAZLETT, BURT & WATSON, INC. | WHEELING | 396 | $1.39B | 20 | 2026-03-31 | → |
| 555 | STRATEGIC WEALTH INVESTMENT GROUP, LLC | LOUISVILLE | 165474 | $1.38B | 88 | 2026-03-31 | → |
| 556 | PRIVATE CLIENT SERVICES, LLC | LOUISVILLE | 120222 | $1.38B | 60 | 2026-03-31 | → |
| 557 | GRANVILLE CAPITAL, INC. | GREENSBORO | 126679 | $1.37B | 9 | 2026-03-31 | → |
| 558 | AGAMERICA LENDING LLC | LAKELAND | 164866 | $1.37B | 62 | 2026-03-31 | → |
| 559 | J. L. BAINBRIDGE & CO., INC. | SARASOTA | 108058 | $1.37B | 11 | 2026-03-31 | → |
| 560 | SEAVIEW INVESTMENT MANAGERS LLC | CORAL GABLES | 300155 | $1.37B | 13 | 2026-05-31 | → |
| 561 | AEGIS FINANCIAL CORPORATION | MCLEAN | 111587 | $1.37B | 6 | 2026-03-31 | → |
| 562 | SHEETS SMITH WEALTH MANAGEMENT | WINSTON SALEM | 105710 | $1.37B | 15 | 2026-03-31 | → |
| 563 | BBVA GLOBAL WEALTH ADVISORS, INC. | MIAMI | 327326 | $1.36B | 84 | 2026-06-30 | → |
| 564 | OCTAGON FINANCIAL SERVICES INC | MCLEAN | 107335 | $1.36B | 24 | 2025-03-31 | → |
| 565 | CHI-RHO FINANCIAL, LLC | ATLANTA | 138947 | $1.35B | 13 | 2026-03-31 | → |
| 566 | HOBE MOUNTAIN CAPITAL MANAGEMENT LLC | WEST PALM BEACH | 338577 | $1.35B | 6 | 2026-04-30 | → |
| 567 | BARLOW WEALTH PARTNERS, LLC | LOUISVILLE | 325308 | $1.35B | 6 | 2026-03-31 | → |
| 568 | FIFTH AVENUE FAMILY OFFICE LLC | NAPLES | 122448 | $1.35B | 7 | 2026-03-31 | → |
| 569 | INTELLUS ADVISORS, LLC | NAPLES | 332883 | $1.35B | 15 | 2026-03-31 | → |
| 570 | MOISAND FITZGERALD TAMAYO, LLC | ORLANDO | 109419 | $1.35B | 30 | 2026-03-31 | → |
| 571 | SALOMON AND LUDWIN, LLC | RICHMOND | 292456 | $1.34B | 12 | 2026-05-31 | → |
| 572 | CAROLINAS WEALTH CONSULTING LLC | CHARLOTTE | 300003 | $1.34B | 18 | 2025-03-31 | → |
| 573 | EVERMAY WEALTH MANAGEMENT, LLC | ARLINGTON | 149230 | $1.33B | 24 | 2026-03-31 | → |
| 574 | SECOND LINE CAPITAL, LLC | METAIRIE | 324386 | $1.32B | 28 | 2026-06-30 | → |
| 575 | STEIGERWALD, GORDON & KOCH INC. | LEESBURG | 111685 | $1.32B | 16 | 2026-04-30 | → |
| 576 | ALLIE FAMILY OFFICE LLC | MIAMI | 307144 | $1.32B | 11 | 2026-03-31 | → |
| 577 | LIVE OAK PRIVATE WEALTH, LLC | WILMINGTON | 297904 | $1.32B | 12 | 2026-04-30 | → |
| 578 | VIRTUE CAPITAL MANAGEMENT, LLC | BRENTWOOD | 167816 | $1.31B | 105 | 2026-03-31 | → |
| 579 | BARNES PETTEY FINANCIAL ADVISORS, LLC | CLARKSDALE | 142944 | $1.31B | 13 | 2026-04-30 | → |
| 580 | TOPSAIL WEALTH MANAGEMENT LLC | CHARLOTTE | 331098 | $1.31B | 5 | 2026-05-31 | → |
| 581 | NORTHAMPTON CAPITAL PARTNERS LLC | MIAMI | 329072 | $1.31B | 12 | 2026-05-31 | → |
| 582 | PBMARES WEALTH MANAGEMENT LLC | WILLIAMSBURG | 116218 | $1.30B | 22 | 2025-11-30 | → |
| 583 | BALLEW ADVISORS INC | JACKSON | 110522 | $1.30B | 11 | 2026-03-31 | → |
| 584 | CRYSTAL CAPITAL PARTNERS, LLC | BAY HARBOR ISLANDS | 146010 | $1.30B | 23 | 2026-03-31 | → |
| 585 | ADVANTAGE CAPITAL INVESTMENT ADVISER, LLC | NEW ORLEANS | 171365 | $1.29B | 230 | 2026-05-31 | → |
| 586 | BLUESTEM ASSET MANAGEMENT, LLC | CHARLOTTESVILLE | 158330 | $1.29B | 4 | 2026-05-31 | → |
| 587 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC | RALEIGH | 148156 | $1.29B | 14 | 2026-02-28 | → |
| 588 | BIP CAPITAL, LLC | ATLANTA | 292983 | $1.29B | 50 | 2026-03-31 | → |
| 589 | ARBOR INVESTMENT ADVISORS, LLC | WINSTON SALEM | 111077 | $1.29B | 8 | 2026-03-31 | → |
| 590 | RIZVI TRAVERSE MANAGEMENT, LLC | WEST PALM BEACH | 160733 | $1.29B | 9 | 2026-03-31 | → |
| 591 | CANAL CAPITAL MANAGEMENT, LLC | RICHMOND | 164971 | $1.28B | 6 | 2026-06-30 | → |
| 592 | IBEX WEALTH ADVISORS, LLC | WEST PALM BEACH | 168674 | $1.28B | 10 | 2026-03-31 | → |
| 593 | BIGSUR WEALTH MANAGEMENT, LLC | MIAMI | 146511 | $1.28B | 16 | 2026-03-31 | → |
| 594 | AMERICAN FINANCIAL ADVISORS INC | WINTER PARK | 108530 | $1.28B | 8 | 2026-02-28 | → |
| 595 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | ATLANTA | 301879 | $1.28B | 37 | 2026-03-31 | → |
| 596 | PAUL WINKLER, INC. | GOODLETTSVILLE | 119342 | $1.28B | 22 | 2026-03-31 | → |
| 597 | BEACON CAPITAL MANAGEMENT, LLC | FRANKLIN | 156228 | $1.27B | 39 | 2026-03-31 | → |
| 598 | WEALTHSHIELD PARTNERS, LLC | CARY | 169584 | $1.27B | 23 | 2026-03-31 | → |
| 599 | CANAL ROAD CAPITAL, LLC | MIAMI | 327488 | $1.26B | 16 | 2026-03-31 | → |
| 600 | ABSHER WEALTH MANAGEMENT, LLC | CHAPEL HILL | 304642 | $1.26B | 9 | 2026-05-31 | → |
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