Research Report · 2026-06-30
Institutional Registered Investment Advisers in the Southeast
SEC-registered investment advisers in the Southeast ranked by reported institutional client assets.
Firms
1,766
Total AUM
$9.56T
Median AUM
$424.8M
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 | BARINGS LLC | CHARLOTTE | 106006 | $392.75B | 1,101 | 2026-05-31 | → |
| 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 | ALLSPRING GLOBAL INVESTMENTS, LLC | CHARLOTTE | 104973 | $475.78B | 956 | 2026-05-31 | → |
| 6 | RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG | 705 | $500.96B | 16,780 | 2026-06-30 | → |
| 7 | SANDERS CAPITAL, LLC | WEST PALM BEACH | 151480 | $122.18B | 26 | 2026-03-31 | → |
| 8 | STERLING CAPITAL MANAGEMENT LLC | CHARLOTTE | 135405 | $69.23B | 186 | 2026-03-31 | → |
| 9 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | SAINT PETERSBURG | 149018 | $390.04B | 9,675 | 2026-06-30 | → |
| 10 | VOYA INVESTMENT MANAGEMENT LLC | ATLANTA | 108934 | $38.77B | 859 | 2026-03-31 | → |
| 11 | LPL FINANCIAL LLC | FORT MILL | 6413 | $819.12B | 41,879 | 2026-06-30 | → |
| 12 | STRATEGIC INVESTMENT MANAGEMENT, LLC | ARLINGTON | 104862 | $35.51B | 94 | 2026-03-31 | → |
| 13 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | CHARLOTTESVILLE | 311296 | $29.35B | 36 | 2026-03-31 | → |
| 14 | SMARTX ADVISORY SOLUTIONS LLC | WEST PALM BEACH | 297680 | $26.99B | 96 | 2026-03-31 | → |
| 15 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | TAMPA | 312284 | $27.28B | 50 | 2026-04-30 | → |
| 16 | III CAPITAL MANAGEMENT | BOCA RATON | 113539 | $88.24B | 9 | 2026-05-31 | → |
| 17 | EARNEST PARTNERS LLC | ATLANTA | 107926 | $42.61B | 47 | 2026-06-30 | → |
| 18 | GQG PARTNERS LLC | FORT LAUDERDALE | 283720 | $163.86B | 227 | 2026-03-31 | → |
| 19 | REGIONS INVESTMENT MANAGEMENT, INC. | BIRMINGHAM | 111715 | $20.14B | 28 | 2026-03-31 | → |
| 20 | HIGHLAND ASSOCIATES INC | BIRMINGHAM | 104948 | $20.99B | 19 | 2026-03-31 | → |
| 21 | DOUBLELINE CAPITAL LP | TAMPA | 152606 | $93.32B | 258 | 2026-03-31 | → |
| 22 | 1823 PARTNERS (US) LLC | MIAMI | 333927 | $18.53B | 52 | 2026-03-31 | → |
| 23 | INVESTURE, LLC | CHARLOTTESVILLE | 130099 | $38.52B | 51 | 2026-03-31 | → |
| 24 | TAYLOR ADVISORS, INC. | LOUISVILLE | 119300 | $15.95B | 14 | 2026-01-31 | → |
| 25 | SANDS CAPITAL MANAGEMENT, LLC | ARLINGTON | 137610 | $44.30B | 182 | 2026-03-31 | → |
| 26 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | ATLANTA | 126246 | $15.42B | 19 | 2026-03-31 | → |
| 27 | INTECH INVESTMENT MANAGEMENT LLC | WEST PALM BEACH | 119232 | $15.47B | 41 | 2026-03-31 | → |
| 28 | DYNASTY WEALTH MANAGEMENT, LLC | ST. PETERSBURG | 153377 | $13.88B | 200 | 2026-03-31 | → |
| 29 | POLEN CAPITAL MANAGEMENT, LLC | BOCA RATON | 106093 | $24.06B | 168 | 2026-05-31 | → |
| 30 | CAPACUITY LLC | LAKE MARY | 297679 | $13.87B | 40 | 2026-03-31 | → |
| 31 | ATLANTA CONSULTING GROUP ADVISORS, LLC | ATLANTA | 288169 | $14.70B | 23 | 2026-04-30 | → |
| 32 | ATRIA INVESTMENTS, INC. | CHARLOTTE | 143593 | $11.05B | 60 | 2026-03-31 | → |
| 33 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | MIAMI | 149280 | $10.81B | 23 | 2026-03-31 | → |
| 34 | FIRST HORIZON ADVISORS, INC | MEMPHIS | 17117 | $13.62B | 239 | 2025-07-31 | → |
| 35 | AGINCOURT CAPITAL MANAGEMENT, LLC | RICHMOND | 112096 | $9.95B | 18 | 2026-03-31 | → |
| 36 | MASON INVESTMENT ADVISORY SERVICES INC | RESTON | 111113 | $15.67B | 72 | 2026-03-31 | → |
| 37 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | TAMPA | 115344 | $18.16B | 20 | 2026-03-31 | → |
| 38 | ALLIANT RETIREMENT SERVICES, LLC | ALPHARETTA | 167970 | $7.37B | 30 | 2026-04-30 | → |
| 39 | WEDGE CAPITAL MANAGEMENT LLP | CHARLOTTE | 106234 | $7.75B | 26 | 2026-03-31 | → |
| 40 | WAVERLY ADVISORS, LLC | BIRMINGHAM | 115332 | $29.78B | 414 | 2026-06-30 | → |
| 41 | SMITH SHELLNUT WILSON LLC | RIDGELAND | 106235 | $6.92B | 16 | 2026-06-30 | → |
| 42 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | ATLANTA | 116719 | $28.64B | 35 | 2026-03-31 | → |
| 43 | TODD ASSET MANAGEMENT LLC | LOUISVILLE | 109473 | $6.18B | 18 | 2026-03-31 | → |
| 44 | MERIT FINANCIAL GROUP, LLC | ALPHARETTA | 142457 | $23.88B | 470 | 2026-06-30 | → |
| 45 | HB WEALTH MANAGEMENT, LLC | ATLANTA | 316731 | $30.16B | 325 | 2026-05-31 | → |
| 46 | TRUIST ADVISORY SERVICES, INC. | ATLANTA | 283390 | $77.39B | 2,461 | 2026-06-30 | → |
| 47 | VERATIS ADVISORS, INC. | CARY | 117892 | $5.99B | 8 | 2026-03-31 | → |
| 48 | BUCKHEAD CAPITAL MANAGEMENT, LLC | ATLANTA | 110707 | $5.76B | 13 | 2026-03-31 | → |
| 49 | THOMPSON SIEGEL & WALMSLEY LLC | RICHMOND | 105726 | $21.15B | 63 | 2026-04-30 | → |
| 50 | ALUMINA INVESTMENT MANAGEMENT, LLC | CHARLOTTE | 164273 | $5.26B | 2 | 2026-03-31 | → |
| 51 | NEWPORT GROUP CONSULTING, LLC | LAKE MARY | 140944 | $5.05B | 31 | 2026-03-31 | → |
| 52 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | BOCA RATON | 113833 | $4.97B | 13 | 2026-04-30 | → |
| 53 | GLOBAL ENDOWMENT MANAGEMENT, LP | CHARLOTTE | 157772 | $12.88B | 82 | 2026-05-31 | → |
| 54 | FIDUCIARYVEST, LLC | ATLANTA | 134351 | $4.93B | 10 | 2026-03-31 | → |
| 55 | HOMESTEAD ADVISERS CORP. | ARLINGTON | 109845 | $7.45B | 40 | 2026-06-30 | → |
| 56 | IFP ADVISORS, LLC | TAMPA | 125112 | $16.29B | 328 | 2026-06-30 | → |
| 57 | DEPRINCE, RACE & ZOLLO, INC. | WINTER PARK | 112099 | $5.89B | 27 | 2026-05-31 | → |
| 58 | RESOURCE MANAGEMENT SERVICE, LLC | BIRMINGHAM | 130791 | $5.92B | 149 | 2026-03-31 | → |
| 59 | THIRD LAKE PARTNERS, LLC | TAMPA | 299961 | $5.97B | 16 | 2026-03-31 | → |
| 60 | VULCAN VALUE PARTNERS LLC | BIRMINGHAM | 151190 | $6.08B | 38 | 2026-05-31 | → |
| 61 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | COLUMBIA | 165306 | $4.96B | 38 | 2026-05-31 | → |
| 62 | SANCTUARY ADVISORS, LLC | MIAMI | 226606 | $34.88B | 770 | 2026-06-30 | → |
| 63 | CLEAR INVESTMENT RESEARCH, LLC | ALPHARETTA | 172685 | $4.19B | 5 | 2026-03-31 | → |
| 64 | BOWEN, HANES & CO INC | PONTE VEDRA BEACH | 105153 | $4.62B | 10 | 2026-02-28 | → |
| 65 | RICHMOND CAPITAL MANAGEMENT INC | RICHMOND | 104636 | $5.93B | 20 | 2026-03-31 | → |
| 66 | FOREST INVESTMENT ASSOCIATES L.P. | ATLANTA | 110163 | $5.24B | 55 | 2026-04-30 | → |
| 67 | THE LONDON COMPANY OF VIRGINIA, LLC | RICHMOND | 106654 | $14.89B | 56 | 2026-03-31 | → |
| 68 | HOOD RIVER CAPITAL MANAGEMENT LLC | PALM BEACH GARDENS | 166089 | $9.45B | 20 | 2026-05-31 | → |
| 69 | SOUTHSTATE ADVISORY, INC. | COLUMBIA | 153113 | $3.78B | 22 | 2025-06-30 | → |
| 70 | CIFC ASSET MANAGEMENT LLC | MIAMI | 159172 | $44.58B | 200 | 2026-05-31 | → |
| 71 | WILLIS INVESTMENT COUNSEL INC | GAINESVILLE | 111042 | $4.23B | 13 | 2026-04-30 | → |
| 72 | NEWEDGE ADVISORS, LLC | NEW ORLEANS | 171351 | $43.21B | 1,073 | 2026-06-30 | → |
| 73 | SPIDER MANAGEMENT COMPANY, LLC | RICHMOND | 149343 | $6.41B | 23 | 2025-09-30 | → |
| 74 | RIVER ROAD ASSET MANAGEMENT, LLC | LOUISVILLE | 134918 | $9.85B | 46 | 2026-03-31 | → |
| 75 | WEAVER C. BARKSDALE & ASSOCIATES, INC. | NASHVILLE | 105098 | $3.44B | 13 | 2026-03-31 | → |
| 76 | WELLS FARGO INVESTMENT INSTITUTE, INC. | CHARLOTTE | 133204 | $43.00B | 225 | 2026-03-31 | → |
| 77 | JOHNSON STERLING, INC. | BIRMINGHAM | 106379 | $3.90B | 10 | 2026-03-31 | → |
| 78 | DIMENSION CAPITAL MANAGEMENT LLC | CORAL GABLES | 109380 | $7.29B | 50 | 2026-03-31 | → |
| 79 | &PARTNERS | NASHVILLE | 3767 | $30.27B | 703 | 2026-06-30 | → |
| 80 | DISCIPLINA CAPITAL MANAGEMENT, LLC | NASHVILLE | 167295 | $3.06B | 11 | 2026-03-31 | → |
| 81 | ADVUS FINANCIAL PARTNERS, LLC | WINTER PARK | 311990 | $3.97B | 16 | 2026-06-30 | → |
| 82 | COMMUNITY CAPITAL MANAGEMENT, LLC | FORT LAUDERDALE | 109368 | $7.00B | 39 | 2026-06-30 | → |
| 83 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | ST. AUGUSTINE | 165895 | $2.83B | 5 | 2026-04-30 | → |
| 84 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | BRENTWOOD | 328876 | $2.82B | 9 | 2026-03-31 | → |
| 85 | INSIGNEO ADVISORY SERVICES, LLC | MIAMI | 282589 | $5.16B | 223 | 2026-06-30 | → |
| 86 | DSM CAPITAL PARTNERS LLC | PALM BEACH GARDENS | 113609 | $7.56B | 25 | 2026-05-31 | → |
| 87 | ANGEL OAK CAPITAL ADVISORS, LLC | ATLANTA | 151090 | $11.49B | 78 | 2026-03-31 | → |
| 88 | 36 NORTH CAPITAL MANAGEMENT, LLC | BENTONVILLE | 317557 | $2.67B | 4 | 2026-02-28 | → |
| 89 | ALLSPRING FUNDS MANAGEMENT, LLC | CHARLOTTE | 110841 | $324.65B | 714 | 2026-05-31 | → |
| 90 | EAGLE ASSET MANAGEMENT INC | ST. PETERSBURG | 110653 | $60.65B | 77 | 2026-06-30 | → |
| 91 | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | TAMPA | 309550 | $3.88B | 58 | 2026-04-30 | → |
| 92 | HOWARD CAPITAL MANAGEMENT, INC. | ALPHARETTA | 118070 | $8.01B | 45 | 2026-06-30 | → |
| 93 | CRAWFORD INVESTMENT COUNSEL INC | ATLANTA | 110271 | $9.14B | 54 | 2026-03-31 | → |
| 94 | ALPHA WAVE GLOBAL, LP | MIAMI BEACH | 160894 | $26.66B | 113 | 2026-03-31 | → |
| 95 | MAS ADVISORS LLC | CORAL GABLES | 165906 | $2.56B | 13 | 2026-03-31 | → |
| 96 | LCG ASSOCIATES, INC. | ATLANTA | 105971 | $2.61B | 58 | 2026-03-31 | → |
| 97 | ANDERSEN TAX LLC | MCLEAN | 124205 | $6.35B | 2,061 | 2026-03-31 | → |
| 98 | FIDUCIARY FIRST, LLC | MAITLAND | 150330 | $2.46B | 7 | 2026-03-31 | → |
| 99 | CONCURRENT ASSET MANAGEMENT, LLC | TAMPA | 330657 | $2.49B | 3 | 2026-06-30 | → |
| 100 | HIGHLAND CAPITAL MANAGEMENT, LLC | MEMPHIS | 104842 | $3.83B | 21 | 2026-03-31 | → |
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