Research Report · 2026-02-28
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
100
Total AUM
$255.55B
Median AUM
$1.05B
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | EAGLE ASSET MANAGEMENT INC | ST. PETERSBURG | 110653 | $60.65B | 77 | 2025-12-31 | → |
| 2 | TAYLOR ADVISORS, INC. | LOUISVILLE | 119300 | $15.95B | 14 | 2026-01-31 | → |
| 3 | FIRST HORIZON ADVISORS, INC | MEMPHIS | 17117 | $13.62B | 239 | 2025-07-31 | → |
| 4 | SYNOVUS SECURITIES, INC. | COLUMBUS | 14023 | $8.45B | 280 | 2026-01-31 | → |
| 5 | STEPSTONE GROUP PRIVATE WEALTH LLC | CHARLOTTE | 305881 | $8.17B | 97 | 2025-06-30 | → |
| 6 | SPIDER MANAGEMENT COMPANY, LLC | RICHMOND | 149343 | $6.41B | 23 | 2025-09-30 | → |
| 7 | FACET WEALTH, INC | WEST PALM BEACH | 285961 | $6.04B | 168 | 2026-02-28 | → |
| 8 | STONEGATE INVESTMENT GROUP, LLC | BIRMINGHAM | 314889 | $5.67B | 14 | 2025-05-31 | → |
| 9 | EULAV ASSET MANAGEMENT | SARASOTA | 156397 | $4.90B | 14 | 2025-07-31 | → |
| 10 | ACASTA PARTNERS US LLC | BOCA RATON | 335005 | $4.72B | 4 | 2026-02-28 | → |
| 11 | BOWEN, HANES & CO INC | PONTE VEDRA BEACH | 105153 | $4.62B | 10 | 2026-02-28 | → |
| 12 | PROVENANCE WEALTH ADVISORS, LLC | FORT LAUDERDALE | 126529 | $4.44B | 52 | 2026-01-31 | → |
| 13 | SOUND INCOME STRATEGIES, LLC | FORT LAUDERDALE | 173272 | $4.18B | 134 | 2026-01-31 | → |
| 14 | SOUTHSTATE ADVISORY, INC. | COLUMBIA | 153113 | $3.78B | 22 | 2025-06-30 | → |
| 15 | HOLBROOK HOLDINGS, INC. | ATLANTA | 283258 | $3.78B | 14 | 2026-02-28 | → |
| 16 | KEEL POINT, LLC | HUNTSVILLE | 127902 | $3.46B | 76 | 2025-05-31 | → |
| 17 | COLONY FAMILY OFFICES, LLC | CHARLOTTE | 167017 | $3.36B | 16 | 2026-02-28 | → |
| 18 | CUMBERLAND ADVISORS, LLC | SARASOTA | 107964 | $3.22B | 36 | 2026-02-28 | → |
| 19 | TIMOTHY PARTNERS, LTD. | MAITLAND | 41835 | $2.86B | 24 | 2026-02-28 | → |
| 20 | LRI INVESTMENTS, LLC | PALM BEACH GARDENS | 323556 | $2.78B | 35 | 2026-02-28 | → |
| 21 | 36 NORTH CAPITAL MANAGEMENT, LLC | BENTONVILLE | 317557 | $2.67B | 4 | 2026-02-28 | → |
| 22 | MOTLEY FOOL ASSET MANAGEMENT, LLC | ALEXANDRIA | 149688 | $2.60B | 14 | 2025-12-31 | → |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO | 144426 | $2.57B | 124 | 2026-01-31 | → |
| 24 | BLUEARC CAPITAL MANAGEMENT, LLC | ATLANTA | 167233 | $2.44B | 11 | 2025-12-31 | → |
| 25 | ISAM FUNDS (USA) LLC | BOCA RATON | 307934 | $2.33B | 58 | 2026-01-31 | → |
| 26 | NEWSOUTH CAPITAL MANAGEMENT INC | MEMPHIS | 110676 | $2.21B | 11 | 2025-06-30 | → |
| 27 | NFC INVESTMENTS, LLC | MEMPHIS | 132844 | $2.14B | 9 | 2026-02-28 | → |
| 28 | WESTEND ADVISORS, LLC | CHARLOTTE | 133279 | $1.87B | 29 | 2026-01-31 | → |
| 29 | AZZAD ASSET MANAGEMENT, INC. | FALLS CHURCH | 111291 | $1.84B | 18 | 2026-01-31 | → |
| 30 | CICCARELLI ADVISORY SERVICES INC | NAPLES | 110904 | $1.59B | 16 | 2025-11-30 | → |
| 31 | MILL CAPITAL MANAGEMENT, LLC | CONCORD | 312798 | $1.49B | 5 | 2026-02-28 | → |
| 32 | IRONSIDES ASSET ADVISORS, LLC | ROCKY MOUNT | 161683 | $1.42B | 3 | 2026-02-28 | → |
| 33 | OCTAGON FINANCIAL SERVICES INC | MCLEAN | 107335 | $1.36B | 24 | 2025-03-31 | → |
| 34 | CAROLINAS WEALTH CONSULTING LLC | CHARLOTTE | 300003 | $1.34B | 18 | 2025-03-31 | → |
| 35 | PBMARES WEALTH MANAGEMENT LLC | WILLIAMSBURG | 116218 | $1.30B | 22 | 2025-11-30 | → |
| 36 | TRIANGLE SECURITIES WEALTH MANAGEMENT, INC | RALEIGH | 148156 | $1.29B | 14 | 2026-02-28 | → |
| 37 | AMERICAN FINANCIAL ADVISORS INC | WINTER PARK | 108530 | $1.28B | 8 | 2026-02-28 | → |
| 38 | TD CAPITAL MANAGEMENT LLC | MEMPHIS | 106125 | $1.24B | 15 | 2026-02-28 | → |
| 39 | PARTHENON LLC | LOUISVILLE | 107794 | $1.22B | 7 | 2026-01-31 | → |
| 40 | INVESTMENT ADVISORY GROUP, LLC | SARASOTA | 109445 | $1.22B | 10 | 2026-02-28 | → |
| 41 | RICHARD YOUNG ASSOCIATES, LTD. | AUGUSTA | 126124 | $1.20B | 16 | 2026-02-28 | → |
| 42 | AB2 CAPITAL PARTNERS LLC | HOLLYWOOD | 318038 | $1.15B | 1 | 2026-02-28 | → |
| 43 | ALDRICH CAPITAL PARTNERS LLC | MCLEAN | 283127 | $1.12B | 52 | 2025-03-31 | → |
| 44 | NEWFOUND RESEARCH LLC | ST. PETERSBURG | 159064 | $1.11B | 5 | 2026-02-28 | → |
| 45 | GIRAFFES, INC. | COLUMBUS | 157616 | $1.09B | 19 | 2026-02-28 | → |
| 46 | FPL CAPITAL MANAGEMENT, LLC | METAIRIE | 117499 | $1.08B | 5 | 2026-01-31 | → |
| 47 | COVENANT PARTNERS, LLC | NASHVILLE | 110137 | $1.08B | 15 | 2026-02-28 | → |
| 48 | YESKE BUIE INC. | VIENNA | 143234 | $1.07B | 17 | 2026-02-28 | → |
| 49 | HEMINGTON WEALTH MANAGEMENT, LLC | FALLS CHURCH | 169024 | $1.06B | 16 | 2025-05-31 | → |
| 50 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | MILTON | 109040 | $1.05B | 5 | 2026-02-28 | → |
| 51 | PANORAMIKA ADVISORS INC. | MIAMI | 172737 | $1.05B | 2 | 2026-02-28 | → |
| 52 | SOUTHERN FINANCIAL GROUP, LLC | BIRMINGHAM | 142644 | $1.05B | 8 | 2026-02-28 | → |
| 53 | WHALEROCK POINT PARTNERS, LLC | WEST PALM BEACH | 140781 | $1.04B | 6 | 2026-01-31 | → |
| 54 | CARDINAL CAPITAL MANAGEMENT INC | RALEIGH | 108076 | $1.03B | 4 | 2026-02-28 | → |
| 55 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
| 56 | PINNACLE WEALTH ADVISORS | NASHVILLE | 132634 | $936.5M | 6 | 2025-03-31 | → |
| 57 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | JACKSONVILLE | 133507 | $911.3M | 29 | 2026-02-28 | → |
| 58 | TRANQUILITY PARTNERS, LLC | BRENTWOOD | 283478 | $897.0M | 7 | 2026-02-28 | → |
| 59 | ATLANTIC PRIVATE WEALTH, LLC | CHAPEL HILL | 311517 | $894.0M | 5 | 2026-02-28 | → |
| 60 | DUPREE & COMPANY, INC. | LEXINGTON | 1697 | $888.2M | 12 | 2026-02-28 | → |
| 61 | STORGE PARTNERS ECONOMIC STUDIES LLC | CORAL GABLES | 305395 | $866.6M | 5 | 2026-02-28 | → |
| 62 | THE HIGH NET WORTH ADVISORY GROUP, LLC | NAPLES | 309997 | $861.7M | 9 | 2026-01-31 | → |
| 63 | HARBOR ADVISORS LLC | WEST PALM BEACH | 312432 | $851.7M | 1 | 2026-02-28 | → |
| 64 | DONALD L. HAGAN, LLC | SARASOTA | 139671 | $842.8M | 10 | 2025-10-31 | → |
| 65 | ABEL HALL, LLC | BATON ROUGE | 302076 | $819.1M | 10 | 2026-02-28 | → |
| 66 | MAYFAIR ADVISORY GROUP, LLC | BIRMINGHAM | 304668 | $806.4M | 4 | 2026-02-28 | → |
| 67 | RIVER ASSOCIATES INVESTMENTS (TN), LLC | CHATTANOOGA | 158034 | $800.5M | 18 | 2025-03-31 | → |
| 68 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 69 | SINGER WEALTH ADVISORS LLC | BOCA RATON | 317218 | $782.4M | 40 | 2026-02-28 | → |
| 70 | BCM ADVISORS, LLC | LAFAYETTE | 107946 | $775.7M | 9 | 2026-02-28 | → |
| 71 | LANHAM ODELL & CO INC | HURRICANE | 105708 | $771.0M | 12 | 2025-11-30 | → |
| 72 | SHAH CAPITAL MANAGEMENT, INC | RALEIGH | 133941 | $768.0M | 4 | 2026-02-28 | → |
| 73 | ABACUS FCF ADVISORS LLC | ORLANDO | 135152 | $763.0M | 5 | 2025-10-31 | → |
| 74 | HUGHES FINANCIAL SERVICES, LLC | HERNDON | 173195 | $759.8M | 12 | 2026-02-28 | → |
| 75 | LIGHTHOUSE FINANCIAL LLC | LARGO | 137277 | $755.6M | 1 | 2026-02-28 | → |
| 76 | BALLAST, INC. | LEXINGTON | 152695 | $751.5M | 12 | 2026-02-28 | → |
| 77 | AM INVESTMENT STRATEGIES, LLC | CHATTANOOGA | 165823 | $738.4M | 5 | 2026-02-28 | → |
| 78 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 79 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 80 | THE CAPITAL MANAGEMENT CORPORATION | GLEN ALLEN | 112242 | $710.1M | 9 | 2025-06-30 | → |
| 81 | MILLENNIUM ADVISORY SERVICES, INC. | GLEN ALLEN | 116057 | $707.5M | 29 | 2025-01-31 | → |
| 82 | HARBOUR CAPITAL ADVISORS, LLC | TYSONS CORNER | 157266 | $701.1M | 11 | 2026-02-28 | → |
| 83 | LMG WEALTH PARTNERS, LLC | SHREVEPORT | 318023 | $681.2M | 4 | 2026-02-28 | → |
| 84 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 85 | ALLEN WEALTH MANAGEMENT, LLC | BOONE | 133038 | $664.3M | 7 | 2026-01-31 | → |
| 86 | PHOENIX WEALTH ADVISORS INC. | CHAPEL HILL | 118412 | $641.4M | 8 | 2026-02-28 | → |
| 87 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 88 | FINANCIAL PARTNERS GROUP, LLC | GALLATIN | 165856 | $638.6M | 6 | 2025-03-31 | → |
| 89 | CENTRICA WEALTH MANAGEMENT, LLC | MIAMI | 335042 | $627.4M | 3 | 2026-02-28 | → |
| 90 | BUTENSKY & COHEN FINANCIAL SECURITY INC | PONTE VEDRA BEACH | 110295 | $626.0M | 12 | 2026-01-31 | → |
| 91 | PARK LANE ADVISORS, LLC | BIRMINGHAM | 338445 | $623.9M | 4 | 2026-02-28 | → |
| 92 | 12TH STREET ASSET MANAGEMENT LLC | NASHVILLE | 153528 | $621.6M | 5 | 2026-02-28 | → |
| 93 | CAPITAL ADVISERS, INC. | RALEIGH | 118442 | $620.0M | 5 | 2026-01-31 | → |
| 94 | CPA ASSET MANAGEMENT GROUP, LLC | WEST PALM BEACH | 107833 | $619.2M | 11 | 2026-02-28 | → |
| 95 | BEACON HARBOR WEALTH ADVISORS, INC. | VIRGINIA BEACH | 300243 | $608.3M | 8 | 2026-02-28 | → |
| 96 | INLET PRIVATE WEALTH, LLC | JUPITER | 297154 | $608.1M | 5 | 2026-02-28 | → |
| 97 | OAK HILL WEALTH ADVISORS, LLC | LANSDOWNE | 318606 | $603.2M | 10 | 2025-03-31 | → |
| 98 | VISHRIA BIRD FINANCIAL GROUP, LLC | MEMPHIS | 291979 | $599.7M | 7 | 2025-04-30 | → |
| 99 | WHITENER CAPITAL MANAGEMENT, INC | ROCKY MOUNT | 106865 | $598.5M | 9 | 2026-02-28 | → |
| 100 | WALTER C. FLOWER & CO., INC | NEW ORLEANS | 110775 | $591.3M | 2 | 2026-02-28 | → |
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