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 | |
|---|---|---|---|---|---|---|---|
| 801 | ABEL HALL, LLC | BATON ROUGE | 302076 | $819.1M | 10 | 2026-02-28 | → |
| 802 | A. N. CULBERTSON & COMPANY, INC. | CHARLOTTESVILLE | 108341 | $817.8M | 9 | 2026-06-30 | → |
| 803 | RIVER ASSOCIATES INVESTMENTS, L.P. | CHATTANOOGA | 295692 | $815.5M | 18 | 2026-03-31 | → |
| 804 | SHORELINE EQUITY PARTNERS, LLC | NEPTUNE BEACH | 301128 | $815.2M | 23 | 2026-03-31 | → |
| 805 | CLARITAS CAPITAL MANAGEMENT SERVICES, INC. | NASHVILLE | 329689 | $814.0M | 10 | 2026-03-31 | → |
| 806 | AMERICAN VENTURES IM LLC | PALM BEACH GARDENS | 337677 | $813.7M | 3 | 2026-06-30 | → |
| 807 | SUNBURST FINANCIAL GROUP, LLC | VESTAVIA HILLS | 283605 | $808.1M | 9 | 2026-05-31 | → |
| 808 | ANDBANC ADVISORY LLC | MIAMI | 150463 | $806.5M | 13 | 2026-05-31 | → |
| 809 | MAYFAIR ADVISORY GROUP, LLC | BIRMINGHAM | 304668 | $806.4M | 4 | 2026-02-28 | → |
| 810 | FIRESTONE CAPITAL MANAGEMENT INC | SOUTH MIAMI | 106366 | $806.2M | 7 | 2026-06-30 | → |
| 811 | ASIO CAPITAL LLC | LEXINGTON | 298326 | $805.1M | 7 | 2026-03-31 | → |
| 812 | STRATHMORE CAPITAL ADVISORS, INC. | CHARLOTTE | 135008 | $805.0M | 17 | 2026-03-31 | → |
| 813 | MASTERS CAPITAL MANAGEMENT, L.L.C. | ATLANTA | 137605 | $804.6M | 17 | 2026-03-31 | → |
| 814 | PSI ADVISORS, LLC | TAMPA | 285880 | $800.9M | 22 | 2026-03-31 | → |
| 815 | KUHN ADVISORS, INC. | DURHAM | 117816 | $800.8M | 8 | 2026-05-31 | → |
| 816 | SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. | NICHOLASVILLE | 125147 | $800.5M | 13 | 2026-06-30 | → |
| 817 | RIVER ASSOCIATES INVESTMENTS (TN), LLC | CHATTANOOGA | 158034 | $800.5M | 18 | 2025-03-31 | → |
| 818 | COMPTON WEALTH ADVISORY GROUP, LLC | VIRGINIA BEACH | 281732 | $800.3M | 10 | 2026-06-30 | → |
| 819 | LAFFER TENGLER INVESTMENTS, INC. | NASHVILLE | 108068 | $800.1M | 14 | 2026-03-31 | → |
| 820 | VERACITY CAPITAL LLC | ATLANTA | 304272 | $799.8M | 12 | 2026-04-30 | → |
| 821 | ICR PARTNERS, LLC | NASHVILLLE | 304689 | $798.7M | 6 | 2026-05-31 | → |
| 822 | CAROLINA WEALTH MANAGEMENT, INC. | GREENVILLE | 131393 | $798.5M | 10 | 2026-04-30 | → |
| 823 | PROFFITT & GOODSON INC. | KNOXVILLE | 105278 | $797.7M | 9 | 2026-04-30 | → |
| 824 | BHK INVESTMENT ADVISORS, LLC | BIRMINGHAM | 140515 | $794.1M | 9 | 2026-04-30 | → |
| 825 | FORTRESS WEALTH PLANNING, LLC | PONTE VEDRA BEACH | 307618 | $793.9M | 6 | 2026-03-31 | → |
| 826 | XP ADVISORY US, INC. | MIAMI | 173779 | $792.3M | 34 | 2026-04-30 | → |
| 827 | HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC | CHARLOTTE | 297174 | $788.3M | 2 | 2026-03-31 | → |
| 828 | NEW WAVE LOANS RESIDENTIAL, LLC | NORTH MIAMI BEACH | 326888 | $787.4M | 16 | 2026-03-31 | → |
| 829 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 830 | ENHANCED CAPITAL PARTNERS, LLC | NEW ORLEANS | 170236 | $785.9M | 37 | 2026-05-31 | → |
| 831 | REGENT PEAK WEALTH ADVISORS, LLC | ATLANTA | 298259 | $785.9M | 10 | 2026-06-30 | → |
| 832 | CENTURION WEALTH MANAGEMENT, LLC | MCLEAN | 317929 | $784.0M | 14 | 2026-06-30 | → |
| 833 | AUGUSTINE ASSET MANAGEMENT INC | JACKSONVILLE | 105801 | $783.3M | 8 | 2026-03-31 | → |
| 834 | SINGER WEALTH ADVISORS LLC | BOCA RATON | 317218 | $782.4M | 40 | 2026-02-28 | → |
| 835 | AMERANT INVESTMENTS, INC. | CORAL GABLES | 117284 | $782.4M | 35 | 2026-04-30 | → |
| 836 | PORTFOLIO MEDICS, LLC | BONITA SPRINGS | 145958 | $780.5M | 75 | 2026-06-30 | → |
| 837 | ARTIA GLOBAL PARTNERS LP | MIAMI | 322091 | $778.9M | 5 | 2026-03-31 | → |
| 838 | MELD FINANCIAL, INC. | BIRMINGHAM | 118896 | $776.4M | 15 | 2026-03-31 | → |
| 839 | BCM ADVISORS, LLC | LAFAYETTE | 107946 | $775.7M | 9 | 2026-02-28 | → |
| 840 | KLH CAPITAL PARTNERS, L.P. | TAMPA | 304294 | $773.9M | 20 | 2026-03-31 | → |
| 841 | FORTHRIGHT WEALTH MANAGEMENT, LLC | ALPHARETTA | 220515 | $773.4M | 10 | 2026-05-31 | → |
| 842 | 4612 GROUP, LLC | ATLANTA | 287619 | $773.3M | 9 | 2026-03-31 | → |
| 843 | LANHAM ODELL & CO INC | HURRICANE | 105708 | $771.0M | 12 | 2025-11-30 | → |
| 844 | RETIREMENT FUND MANAGEMENT, LLC | ATLANTA | 126573 | $769.7M | 4 | 2026-04-30 | → |
| 845 | SHAH CAPITAL MANAGEMENT, INC | RALEIGH | 133941 | $768.0M | 4 | 2026-02-28 | → |
| 846 | BENCHMARK FINANCIAL WEALTH ADVISORS LLC | BOCA RATON | 287966 | $766.1M | 14 | 2026-05-31 | → |
| 847 | BLUE EDGE CAPITAL, LLC | RICHMOND | 155613 | $765.1M | 5 | 2026-04-30 | → |
| 848 | ORANGE INVESTMENT ADVISORS, LLC | WINTER PARK | 289406 | $765.0M | 4 | 2026-03-31 | → |
| 849 | INVESTMENT PERFORMANCE SERVICES LLC | SAVANNAH | 105527 | $763.7M | 34 | 2026-03-31 | → |
| 850 | FSA INVESTMENT GROUP, LLC | PENSACOLA | 163641 | $761.8M | 12 | 2026-05-31 | → |
| 851 | HUGHES FINANCIAL SERVICES, LLC | HERNDON | 173195 | $759.8M | 12 | 2026-02-28 | → |
| 852 | INVEX ADVISORS LLC | CORAL GABLES | 164519 | $759.3M | 8 | 2026-03-31 | → |
| 853 | PROVIDENT WEALTH MANAGEMENT, LLC | BRENTWOOD | 130417 | $758.5M | 9 | 2026-03-31 | → |
| 854 | SAGEGUARD FINANCIAL GROUP, LLC | GOODLETTSVILLE | 160266 | $755.7M | 15 | 2026-05-31 | → |
| 855 | LIGHTHOUSE FINANCIAL LLC | SAINT PETERSBURG | 137277 | $755.6M | 1 | 2026-06-30 | → |
| 856 | BALLAST, INC. | LEXINGTON | 152695 | $751.5M | 12 | 2026-02-28 | → |
| 857 | GATOR CAPITAL MANAGEMENT, LLC | TAMPA | 147067 | $751.1M | 7 | 2026-04-30 | → |
| 858 | HOPWOOD FINANCIAL SERVICES, INC. | RESTON | 127927 | $750.3M | 11 | 2026-03-31 | → |
| 859 | CURRAN FINANCIAL PARTNERS, LLC | DANIEL ISLAND | 281943 | $749.4M | 30 | 2026-03-31 | → |
| 860 | SOUTHERNSUN ASSET MANAGEMENT LLC | MEMPHIS | 154572 | $749.4M | 15 | 2026-03-31 | → |
| 861 | QTR FAMILY WEALTH, LLC | LAKE MARY | 331655 | $749.3M | 7 | 2026-03-31 | → |
| 862 | PORTER WHITE INVESTMENT ADVISORS, INC. | BIRMINGHAM | 110876 | $748.2M | 7 | 2026-04-30 | → |
| 863 | FIDUCIARY FAMILY OFFICE, LLC | BOCA RATON | 326990 | $747.7M | 3 | 2026-03-31 | → |
| 864 | DUDLEY & SHANLEY, INC. | PALM BEACH | 157515 | $746.8M | 5 | 2026-03-31 | → |
| 865 | DISCIPLINE WEALTH SOLUTIONS, INC. | GREENVILLE | 315846 | $746.7M | 18 | 2026-06-30 | → |
| 866 | BEACON GLOBAL ADVISOR NETWORK, LLC | ATLANTA | 288833 | $745.1M | 61 | 2026-03-31 | → |
| 867 | CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC | RICHMOND | 293020 | $745.1M | 7 | 2026-03-31 | → |
| 868 | TREMBLANT CAPITAL LP | WEST PALM BEACH | 138743 | $744.6M | 19 | 2026-03-31 | → |
| 869 | ELEMENT WEALTH, LLC | RIDGELAND | 114968 | $743.7M | 15 | 2026-03-31 | → |
| 870 | IFC CORE INVESTMENT MANAGEMENT LLC | RALEIGH | 302090 | $742.4M | 44 | 2026-05-31 | → |
| 871 | BAYSHORE ASSET MANAGEMENT, LLC | CORAL GABLES | 144191 | $740.1M | 4 | 2026-03-31 | → |
| 872 | NICHOLAS WEALTH, LLC | MARIETTA | 282635 | $739.8M | 19 | 2026-04-30 | → |
| 873 | AM INVESTMENT STRATEGIES, LLC | CHATTANOOGA | 165823 | $738.4M | 5 | 2026-02-28 | → |
| 874 | SMITH THORNTON ADVISORS, LLC | HUNTSVILLE | 312537 | $733.6M | 9 | 2026-03-31 | → |
| 875 | OAK HARBOR WEALTH PARTNERS, LLC | RALEIGH | 311528 | $729.9M | 8 | 2026-04-30 | → |
| 876 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 877 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 878 | WOODSTOCK WEALTH MANAGEMENT, INC. | WOODSTOCK | 283472 | $726.6M | 26 | 2026-04-30 | → |
| 879 | INCASA LLC | MIAMI | 174058 | $725.2M | 3 | 2026-03-31 | → |
| 880 | THE PATTEN GROUP, INC. | CHATTANOOGA | 168255 | $725.1M | 11 | 2026-03-31 | → |
| 881 | COLTON GROOME FINANCIAL ADVISORS, LLC | ASHEVILLE | 128365 | $724.9M | 18 | 2026-04-30 | → |
| 882 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | FORT LAUDERDALE | 286005 | $722.8M | 42 | 2026-03-31 | → |
| 883 | MATERETSKY FINANCIAL GROUP, INC. | BOYNTON BEACH | 292353 | $720.8M | 9 | 2026-03-31 | → |
| 884 | SAAGA, LLC | MIAMI | 327015 | $717.5M | 6 | 2026-03-31 | → |
| 885 | G. A. REPPLE & COMPANY | CASSELBERRY | 17486 | $716.3M | 53 | 2026-03-31 | → |
| 886 | OLD PEAK FINANCE LLC | CHAPEL HILL | 154804 | $714.1M | 9 | 2026-05-31 | → |
| 887 | BY CRYPTO MANAGEMENT, LLC | LITTLE ROCK | 315265 | $712.9M | 15 | 2026-05-31 | → |
| 888 | ASTON CAPITAL MANAGEMENT | CORAL GABLES | 291310 | $711.8M | 3 | 2026-03-31 | → |
| 889 | THE CAPITAL MANAGEMENT CORPORATION | GLEN ALLEN | 112242 | $710.1M | 9 | 2025-06-30 | → |
| 890 | ROGAN & ASSOCIATES, INC. | SAFETY HARBOR | 42762 | $709.6M | 14 | 2026-05-31 | → |
| 891 | BENCH WALK ADVISORS LLC | BOCA RATON | 313945 | $707.6M | 15 | 2026-06-30 | → |
| 892 | MILLENNIUM ADVISORY SERVICES, INC. | GLEN ALLEN | 116057 | $707.5M | 29 | 2025-01-31 | → |
| 893 | MORANGIE MANAGEMENT LLC | VERO BEACH | 332949 | $706.0M | 7 | 2026-03-31 | → |
| 894 | BMSS WESSON WEALTH SOLUTIONS, LLC | BIRMINGHAM | 282792 | $704.0M | 11 | 2026-03-31 | → |
| 895 | CORE WEALTH ADVISORS, INC. | LAKELAND | 174386 | $702.1M | 13 | 2026-06-30 | → |
| 896 | HARBOUR CAPITAL ADVISORS, LLC | TYSONS CORNER | 157266 | $701.1M | 11 | 2026-02-28 | → |
| 897 | LAFISE GLOBAL ADVISORS LLC | MIAMI | 331244 | $699.0M | 3 | 2026-03-31 | → |
| 898 | IRON PATH CAPITAL, L.P. | CHARLOTTESVILLE | 316139 | $698.5M | 18 | 2026-04-30 | → |
| 899 | MAXIMAI INVESTMENT PARTNERS, LLC | CORAL GABLES | 284919 | $695.8M | 8 | 2026-03-31 | → |
| 900 | ICV PARTNERS, LLC | MIAMI | 160651 | $694.1M | 13 | 2026-03-31 | → |
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