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 | |
|---|---|---|---|---|---|---|---|
| 1 | CAPFINANCIAL PARTNERS, LLC | RALEIGH | 175112 | $1.24T | 1,841 | 2026-05-31 | → |
| 2 | LPL FINANCIAL LLC | FORT MILL | 6413 | $819.12B | 41,879 | 2026-06-30 | → |
| 3 | ALLIANCEBERNSTEIN L.P. | NASHVILLE | 108477 | $763.40B | 4,204 | 2026-03-31 | → |
| 4 | INVESCO ADVISERS, INC. | ATLANTA | 105360 | $749.52B | 2,804 | 2026-06-30 | → |
| 5 | CITADEL ADVISORS LLC | MIAMI | 148826 | $570.62B | 3,284 | 2026-06-30 | → |
| 6 | RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG | 705 | $500.96B | 16,780 | 2026-06-30 | → |
| 7 | ALLSPRING GLOBAL INVESTMENTS, LLC | CHARLOTTE | 104973 | $475.78B | 956 | 2026-05-31 | → |
| 8 | BARINGS LLC | CHARLOTTE | 106006 | $392.75B | 1,101 | 2026-05-31 | → |
| 9 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | SAINT PETERSBURG | 149018 | $390.04B | 9,675 | 2026-06-30 | → |
| 10 | ALLSPRING FUNDS MANAGEMENT, LLC | CHARLOTTE | 110841 | $324.65B | 714 | 2026-05-31 | → |
| 11 | GQG PARTNERS LLC | FORT LAUDERDALE | 283720 | $163.86B | 227 | 2026-03-31 | → |
| 12 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | CHARLOTTE | 107312 | $132.63B | 29 | 2026-03-31 | → |
| 13 | ELLIOTT INVESTMENT MANAGEMENT L.P. | WEST PALM BEACH | 307151 | $128.62B | 665 | 2026-05-31 | → |
| 14 | SANDERS CAPITAL, LLC | WEST PALM BEACH | 151480 | $122.18B | 26 | 2026-03-31 | → |
| 15 | DOUBLELINE CAPITAL LP | TAMPA | 152606 | $93.32B | 258 | 2026-03-31 | → |
| 16 | III CAPITAL MANAGEMENT | BOCA RATON | 113539 | $88.24B | 9 | 2026-05-31 | → |
| 17 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 136591 | $87.38B | 481 | 2026-05-31 | → |
| 18 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. | MIAMI BEACH | 110148 | $79.17B | 439 | 2026-03-31 | → |
| 19 | TRUIST ADVISORY SERVICES, INC. | ATLANTA | 283390 | $77.39B | 2,461 | 2026-06-30 | → |
| 20 | OC INVESTMENT MANAGEMENT LP | MIAMI | 314948 | $75.93B | 15 | 2026-05-31 | → |
| 21 | H.I.G. CAPITAL, LLC | MIAMI | 160711 | $72.33B | 1,039 | 2026-03-31 | → |
| 22 | STERLING CAPITAL MANAGEMENT LLC | CHARLOTTE | 135405 | $69.23B | 186 | 2026-03-31 | → |
| 23 | BAYVIEW ASSET MANAGEMENT, LLC | CORAL GABLES | 157053 | $64.21B | 556 | 2026-05-31 | → |
| 24 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | BOCA RATON | 290954 | $61.10B | 285 | 2026-06-30 | → |
| 25 | EAGLE ASSET MANAGEMENT INC | ST. PETERSBURG | 110653 | $60.65B | 77 | 2026-06-30 | → |
| 26 | I SQUARED CAPITAL ADVISORS (US) LLC | MIAMI | 168339 | $60.09B | 331 | 2026-03-31 | → |
| 27 | VEST FINANCIAL LLC | MCLEAN | 165976 | $51.81B | 52 | 2026-06-30 | → |
| 28 | CIFC ASSET MANAGEMENT LLC | MIAMI | 159172 | $44.58B | 200 | 2026-05-31 | → |
| 29 | SANDS CAPITAL MANAGEMENT, LLC | ARLINGTON | 137610 | $44.30B | 182 | 2026-03-31 | → |
| 30 | NEWEDGE ADVISORS, LLC | NEW ORLEANS | 171351 | $43.21B | 1,073 | 2026-06-30 | → |
| 31 | WELLS FARGO INVESTMENT INSTITUTE, INC. | CHARLOTTE | 133204 | $43.00B | 225 | 2026-03-31 | → |
| 32 | EARNEST PARTNERS LLC | ATLANTA | 107926 | $42.61B | 47 | 2026-06-30 | → |
| 33 | VOYA INVESTMENT MANAGEMENT LLC | ATLANTA | 108934 | $38.77B | 859 | 2026-03-31 | → |
| 34 | INVESTURE, LLC | CHARLOTTESVILLE | 130099 | $38.52B | 51 | 2026-03-31 | → |
| 35 | GREYSTAR INVESTMENT GROUP, LLC | CHARLESTON | 160665 | $36.50B | 588 | 2026-06-30 | → |
| 36 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | JUPITER | 152869 | $36.17B | 144 | 2026-03-31 | → |
| 37 | STRATEGIC INVESTMENT MANAGEMENT, LLC | ARLINGTON | 104862 | $35.51B | 94 | 2026-03-31 | → |
| 38 | ALIGHT FINANCIAL ADVISORS, LLC | CHARLOTTE | 158744 | $35.05B | 70 | 2026-03-31 | → |
| 39 | SANCTUARY ADVISORS, LLC | MIAMI | 226606 | $34.88B | 770 | 2026-06-30 | → |
| 40 | ROARK CAPITAL MANAGEMENT, LLC | ATLANTA | 160368 | $34.18B | 145 | 2026-03-31 | → |
| 41 | &PARTNERS | NASHVILLE | 3767 | $30.27B | 703 | 2026-06-30 | → |
| 42 | HB WEALTH MANAGEMENT, LLC | ATLANTA | 316731 | $30.16B | 325 | 2026-05-31 | → |
| 43 | WAVERLY ADVISORS, LLC | BIRMINGHAM | 115332 | $29.78B | 414 | 2026-06-30 | → |
| 44 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 311296 | $29.35B | 36 | 2026-03-31 | → |
| 45 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | ATLANTA | 116719 | $28.64B | 35 | 2026-03-31 | → |
| 46 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | TAMPA | 312284 | $27.28B | 50 | 2026-04-30 | → |
| 47 | SMARTX ADVISORY SOLUTIONS LLC | WEST PALM BEACH | 297680 | $26.99B | 96 | 2026-03-31 | → |
| 48 | ALPHA WAVE GLOBAL, LP | MIAMI BEACH | 160894 | $26.66B | 113 | 2026-03-31 | → |
| 49 | ARCLINE INVESTMENT MANAGEMENT LP | NASHVILLE | 299352 | $26.46B | 59 | 2026-03-31 | → |
| 50 | LPL ENTERPRISE, LLC | FORT MILL | 8733 | $24.94B | 5,215 | 2026-03-31 | → |
| 51 | DAVENPORT & COMPANY LLC | RICHMOND | 1588 | $24.70B | 525 | 2026-06-30 | → |
| 52 | POLEN CAPITAL MANAGEMENT, LLC | BOCA RATON | 106093 | $24.06B | 168 | 2026-05-31 | → |
| 53 | MERIT FINANCIAL GROUP, LLC | ALPHARETTA | 142457 | $23.88B | 470 | 2026-06-30 | → |
| 54 | VIDENT ADVISORY, LLC | ALPHARETTA | 286622 | $22.02B | 38 | 2026-03-31 | → |
| 55 | RIALTO CAPITAL MANAGEMENT, LLC | MIAMI | 159998 | $21.73B | 82 | 2026-04-30 | → |
| 56 | UNIVERSA INVESTMENTS L.P. | MIAMI | 146052 | $21.35B | 20 | 2026-03-31 | → |
| 57 | THOMPSON SIEGEL & WALMSLEY LLC | RICHMOND | 105726 | $21.15B | 63 | 2026-04-30 | → |
| 58 | ARMOUR CAPITAL MANAGEMENT LP | VERO BEACH | 164570 | $21.01B | 20 | 2026-03-31 | → |
| 59 | HIGHLAND ASSOCIATES INC | BIRMINGHAM | 104948 | $20.99B | 19 | 2026-03-31 | → |
| 60 | REGIONS INVESTMENT MANAGEMENT, INC. | BIRMINGHAM | 111715 | $20.14B | 28 | 2026-03-31 | → |
| 61 | PENTWATER CAPITAL MANAGEMENT LP | NAPLES | 156873 | $19.26B | 45 | 2026-03-31 | → |
| 62 | 1823 PARTNERS (US) LLC | MIAMI | 333927 | $18.53B | 52 | 2026-03-31 | → |
| 63 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | TAMPA | 115344 | $18.16B | 20 | 2026-03-31 | → |
| 64 | STEPHENS INC. | LITTLE ROCK | 3496 | $18.04B | 611 | 2026-06-30 | → |
| 65 | STEPSTONE GROUP PRIVATE WEALTH LLC | CHARLOTTE | 305881 | $17.93B | 128 | 2026-06-30 | → |
| 66 | W.E. FAMILY OFFICES, LLC | CORAL GABLES | 109869 | $17.75B | 65 | 2026-04-30 | → |
| 67 | CAPITAL WEALTH PLANNING, LLC | NAPLES | 150764 | $17.25B | 30 | 2026-03-31 | → |
| 68 | INDEPENDENT ADVISOR ALLIANCE, LLC | CHARLOTTE | 168267 | $17.23B | 251 | 2026-06-30 | → |
| 69 | CARILLON TOWER ADVISERS, INC. | ST PETERSBURG | 174904 | $16.86B | 175 | 2026-05-31 | → |
| 70 | IFP ADVISORS, LLC | TAMPA | 125112 | $16.29B | 328 | 2026-06-30 | → |
| 71 | ARK INVESTMENT MANAGEMENT LLC | ST. PETERSBURG | 169525 | $15.98B | 58 | 2026-04-30 | → |
| 72 | TAYLOR ADVISORS, INC. | LOUISVILLE | 119300 | $15.95B | 14 | 2026-01-31 | → |
| 73 | CONCURRENT INVESTMENT ADVISORS, LLC | TAMPA | 323135 | $15.73B | 188 | 2026-06-30 | → |
| 74 | MASON INVESTMENT ADVISORY SERVICES INC | RESTON | 111113 | $15.67B | 72 | 2026-03-31 | → |
| 75 | PFS INVESTMENTS INC. | DULUTH | 10111 | $15.54B | 3,992 | 2026-03-31 | → |
| 76 | OSAIC ADVISORY SERVICES, LLC | ATLANTA | 171070 | $15.48B | 2,180 | 2026-06-30 | → |
| 77 | INTECH INVESTMENT MANAGEMENT LLC | WEST PALM BEACH | 119232 | $15.47B | 41 | 2026-03-31 | → |
| 78 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | ATLANTA | 126246 | $15.42B | 19 | 2026-03-31 | → |
| 79 | CV ADVISORS LLC | AVENTURA | 164817 | $15.08B | 82 | 2026-04-30 | → |
| 80 | THE LONDON COMPANY OF VIRGINIA, LLC | RICHMOND | 106654 | $14.89B | 56 | 2026-03-31 | → |
| 81 | ATLANTA CONSULTING GROUP ADVISORS, LLC | ATLANTA | 288169 | $14.70B | 23 | 2026-04-30 | → |
| 82 | DIGITAL BRIDGE ADVISORS, LLC | BOCA RATON | 291394 | $14.60B | 174 | 2026-05-31 | → |
| 83 | APTUS CAPITAL ADVISORS, LLC | FAIRHOPE | 167626 | $14.14B | 40 | 2026-03-31 | → |
| 84 | FRANKLIN ADVISORY SERVICES, LLC | SAN MATEO | 111361 | $14.07B | 2 | 2026-06-30 | → |
| 85 | DYNASTY WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 153377 | $13.88B | 200 | 2026-03-31 | → |
| 86 | CAPACUITY LLC | LAKE MARY | 297679 | $13.87B | 40 | 2026-03-31 | → |
| 87 | FIRST HORIZON ADVISORS, INC | MEMPHIS | 17117 | $13.62B | 239 | 2025-07-31 | → |
| 88 | GLOBAL ENDOWMENT MANAGEMENT, LP | CHARLOTTE | 157772 | $12.88B | 82 | 2026-05-31 | → |
| 89 | NEPHILA ADVISORS LLC | NASHVILLE | 156905 | $12.88B | 38 | 2026-03-31 | → |
| 90 | CHURCHILL INVESTMENT MANAGEMENT LLC | CHARLOTTE | 305060 | $12.14B | 101 | 2026-03-31 | → |
| 91 | AKRE CAPITAL MANAGEMENT, LLC | MIDDLEBURG | 109242 | $11.82B | 12 | 2026-06-30 | → |
| 92 | BIMINI ADVISORS, LLC | VERO BEACH | 164944 | $11.68B | 10 | 2026-04-30 | → |
| 93 | APOLLON WEALTH MANAGEMENT, LLC | MOUNT PLEASANT | 291902 | $11.56B | 199 | 2026-03-31 | → |
| 94 | ANGEL OAK CAPITAL ADVISORS, LLC | ATLANTA | 151090 | $11.49B | 78 | 2026-03-31 | → |
| 95 | GERBER/TAYLOR MANAGEMENT LLC | MEMPHIS | 109319 | $11.42B | 40 | 2026-03-31 | → |
| 96 | TRUEBRIDGE CAPITAL PARTNERS LLC | CHAPEL HILL | 155425 | $11.24B | 43 | 2026-04-30 | → |
| 97 | ASSET PRESERVATION ADVISORS, LLC | ATLANTA | 106741 | $11.05B | 28 | 2026-03-31 | → |
| 98 | ATRIA INVESTMENTS, INC. | CHARLOTTE | 143593 | $11.05B | 60 | 2026-03-31 | → |
| 99 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | MIAMI | 149280 | $10.81B | 23 | 2026-03-31 | → |
| 100 | ADVISORY SERVICES NETWORK, LLC | ATLANTA | 146051 | $10.60B | 268 | 2026-06-30 | → |
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