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 | |
|---|---|---|---|---|---|---|---|
| 1001 | ALDEBARAN FINANCIAL INC | KINGSPORT | 105741 | $222.8M | 8 | 2026-03-31 | → |
| 1002 | TUCKER JR., DOUGLAS, RAY | MONTGOMERY | 298292 | $339.0M | 3 | 2026-03-31 | → |
| 1003 | ARAGON CAPITAL LLC | FORT LAUDERDALE | 166958 | $349.3M | 10 | 2026-03-31 | → |
| 1004 | COURAGE CAPITAL MANAGEMENT, LLC | NASHVILLE | 130449 | $1.45B | 23 | 2026-03-31 | → |
| 1005 | BROWN MCLEOD, INC | FAIRHOPE | 155548 | $468.2M | 8 | 2026-03-31 | → |
| 1006 | MRWM ADVISORS, LLC | NASHVILLE | 288944 | $431.7M | 5 | 2026-03-31 | → |
| 1007 | ROWLAND MILLER + PARTNERS LLC | ATLANTA | 226629 | $635.9M | 5 | 2026-03-31 | → |
| 1008 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | KNOXVILLE | 160321 | $1.19B | 38 | 2026-06-30 | → |
| 1009 | MERIWETHER WEALTH & PLANNING, LLC | MINDEN | 310713 | $308.9M | 8 | 2026-03-31 | → |
| 1010 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | ALBANY | 146655 | $406.5M | 9 | 2026-03-31 | → |
| 1011 | MILLENNIUM CAPITAL ADVISORS, LLC | LITTLE ROCK | 108641 | $232.2M | 3 | 2026-04-30 | → |
| 1012 | FORT HENRY CAPITAL, LLC | WHEELING | 168695 | $278.5M | 2 | 2026-02-28 | → |
| 1013 | PARABLE, LLC | ST AUGUSTINE | 304873 | $176.3M | 5 | 2026-06-30 | → |
| 1014 | CORNERSTONE WEALTH, LLC | GREENEVILLE | 313269 | $284.7M | 6 | 2026-03-31 | → |
| 1015 | BURKETT FINANCIAL SERVICES, LLC | ROCK HILL | 140168 | $572.6M | 7 | 2026-02-28 | → |
| 1016 | GIBBS WEALTH MANAGEMENT, LLC | ALPHARETTA | 281621 | $1.06B | 147 | 2026-04-30 | → |
| 1017 | SUMMIT WEALTH PARTNERS, LLC | ORLANDO | 283648 | $675.7M | 21 | 2026-03-31 | → |
| 1018 | INVERSIONES SURA CORP | MIAMI | 318065 | $160.2M | 1 | 2026-06-30 | → |
| 1019 | INMAN JAGER WEALTH MANAGEMENT, LLC | HATTIESBURG | 329603 | $225.0M | 5 | 2026-02-28 | → |
| 1020 | GALLERIA FINANCIAL ADVISORS, LLC | ATLANTA | 133673 | $239.2M | 2 | 2026-02-28 | → |
| 1021 | ACASTA PARTNERS US LLC | BOCA RATON | 335005 | $4.72B | 4 | 2026-02-28 | → |
| 1022 | SOUND INCOME STRATEGIES, LLC | FORT LAUDERDALE | 173272 | $4.18B | 134 | 2026-01-31 | → |
| 1023 | CYCAP PARTNERS, LLC | TALLAHASSEE | 335347 | $143.2M | 6 | 2026-03-31 | → |
| 1024 | FR FINANCIAL ADVISORS LLC | CORAL SPRINGS | 135980 | $135.7M | 2 | 2026-03-31 | → |
| 1025 | PARAGON FINANCIAL SERVICES | RICHMOND | 164832 | $383.7M | 7 | 2026-03-31 | → |
| 1026 | FIRESTONE CAPITAL MANAGEMENT INC | SOUTH MIAMI | 106366 | $806.2M | 7 | 2026-06-30 | → |
| 1027 | VIRTUE CAPITAL MANAGEMENT, LLC | BRENTWOOD | 167816 | $1.31B | 105 | 2026-03-31 | → |
| 1028 | GUIRY CAPITAL MANAGEMENT, LLC | PALM BEACH GARDENS | 122056 | $204.3M | 2 | 2026-03-31 | → |
| 1029 | CREWS & ASSOCIATES, INC. | LITTLE ROCK | 8052 | $181.1M | 145 | 2026-03-31 | → |
| 1030 | TAYLOR HOFFMAN CAPITAL MANAGEMENT, LLC | RICHMOND | 309329 | $469.5M | 5 | 2026-03-31 | → |
| 1031 | TRUWEALTH ADVISORS, LLC | METAIRIE | 306876 | $3.05B | 3 | 2026-05-31 | → |
| 1032 | NEWERA WEALTH ADVISORS, INC. | CORAL GABLES | 331612 | $21.7M | 2 | 2025-02-28 | → |
| 1033 | HIBERNIA WEALTH PARTNERS, LLC | BATON ROUGE | 319509 | $372.5M | 10 | 2026-03-31 | → |
| 1034 | AGNELLO FINANCIAL GROUP, INC. | WEST PALM BEACH | 141522 | $378.6M | 4 | 2026-02-28 | → |
| 1035 | COMMONWEALTH FINANCIAL SERVICES, LLC. | VIENNA | 324930 | $994.7M | 26 | 2026-04-30 | → |
| 1036 | EVERMAY WEALTH MANAGEMENT, LLC | ARLINGTON | 149230 | $1.33B | 24 | 2026-03-31 | → |
| 1037 | CAPITAL INVESTMENT ADVISORS, LLC | ATLANTA | 158055 | $8.21B | 107 | 2026-04-30 | → |
| 1038 | PROVIDENT WEALTH MANAGEMENT, LLC | BRENTWOOD | 130417 | $758.5M | 9 | 2026-03-31 | → |
| 1039 | SYNERGY INVESTMENT MANAGEMENT LLC | ALTAMONTE SPRINGS | 305961 | $681.5M | 22 | 2026-05-31 | → |
| 1040 | BROAD RUN INVESTMENT MANAGEMENT, LLC | ARLINGTON | 165067 | $681.8M | 6 | 2026-03-31 | → |
| 1041 | ALEXANDER INVESTMENT SERVICES CO. | LOUISVILLE | 1037 | $496.3M | 12 | 2026-03-31 | → |
| 1042 | GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | FORT LAUDERDALE | 286005 | $722.8M | 42 | 2026-03-31 | → |
| 1043 | GOING, SEBASTIEN, FISHER & LEBOUEF, LLP | OPELOUSAS | 117104 | $160.8M | 10 | 2026-02-28 | → |
| 1044 | CORNERSTONE WEALTH GROUP, LLC | HUNTERSVILLE | 289971 | $2.49B | 50 | 2026-03-31 | → |
| 1045 | FIRST CITY CAPITAL MANAGEMENT INC | SAVANNAH | 104780 | $423.7M | 6 | 2026-03-31 | → |
| 1046 | DENTGROUP, LLC | BATON ROUGE | 151943 | $338.4M | 5 | 2025-10-31 | → |
| 1047 | ACT ADVISORS, LLC | ASHEVILLE | 173120 | $498.9M | 10 | 2026-03-31 | → |
| 1048 | OMNIA FAMILY WEALTH, LLC | AVENTURA | 170909 | $994.6M | 10 | 2026-06-30 | → |
| 1049 | ANDREW HILL INVESTMENT ADVISORS, INC. | NAPLES | 141590 | $231.3M | 4 | 2026-02-28 | → |
| 1050 | CORKERN BARRY M ADVISORY SERVICES INC | LITTLE ROCK | 104730 | $161.9M | 5 | 2026-01-31 | → |
| 1051 | TRANQUILITY PARTNERS, LLC | BRENTWOOD | 283478 | $897.0M | 7 | 2026-02-28 | → |
| 1052 | GWN SECURITIES INC. | PALM BEACH GARDENS | 128929 | $4.75B | 707 | 2026-04-30 | → |
| 1053 | DEFENDER CAPITAL LLC | CHARLOTTE | 159607 | $510.0M | 3 | 2026-01-31 | → |
| 1054 | KG CAPITAL MANAGEMENT, LLC | SAINT FRANCISVILLE | 164500 | $199.5M | 4 | 2026-06-30 | → |
| 1055 | PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC | HENDERSON | 149889 | $162.8M | 3 | 2026-03-31 | → |
| 1056 | MPWM ADVISORY SOLUTIONS LLC | ALPHARETTA | 169885 | $326.9M | 20 | 2026-03-31 | → |
| 1057 | TIMBERCHASE FINANCIAL, LLC | HOOVER | 131205 | $280.2M | 7 | 2026-03-31 | → |
| 1058 | BANYAN CAPITAL MANAGEMENT, INC. | ATLANTA | 108123 | $281.7M | 3 | 2026-02-28 | → |
| 1059 | XCEL WEALTH MANAGEMENT, LLC | HOLLY HILL | 158863 | $497.9M | 4 | 2026-02-28 | → |
| 1060 | AZ APICE CAPITAL MANAGEMENT LLC | MIAMI | 281973 | $375.8M | 4 | 2025-03-31 | → |
| 1061 | INSTRUMENTAL WEALTH, LLC | TAMPA | 310788 | $508.0M | 12 | 2026-03-31 | → |
| 1062 | STILLWATER WEALTH MANAGEMENT GROUP LLC | JUNO BEACH | 309796 | $206.6M | 3 | 2026-06-30 | → |
| 1063 | KIRTLAND FINANCIAL MANAGEMENT, INC. | CORAL GABLES | 131138 | $396.1M | 3 | 2026-03-31 | → |
| 1064 | CAPE INVESTMENT ADVISORY, INC. | MCDONOUGH | 146384 | $473.7M | 34 | 2026-03-31 | → |
| 1065 | COLLEGIATE CAPITAL MANAGEMENT, INC. | RALEIGH | 118205 | $653.0M | 8 | 2026-03-31 | → |
| 1066 | INTEGRATED FINANCIAL SOLUTIONS, INC. | RESTON | 112038 | $303.3M | 1 | 2026-02-28 | → |
| 1067 | LIGHTHOUSE FINANCIAL LLC | SAINT PETERSBURG | 137277 | $755.6M | 1 | 2026-06-30 | → |
| 1068 | CANE CAPITAL PARTNERS, LLC | SAINT FRANCISVILLE | 337468 | $284.1M | 5 | 2026-03-31 | → |
| 1069 | OLIO FINANCIAL PLANNING, LLC | MCLEAN | 282355 | $600.5M | 14 | 2026-03-31 | → |
| 1070 | R. STEWART EADS INVESTMENT COUNSEL, INC. | ATLANTA | 105524 | $240.5M | 6 | 2026-03-31 | → |
| 1071 | KIKER WEALTH MANAGEMENT, LLC | JASPER | 154405 | $395.1M | 9 | 2026-05-31 | → |
| 1072 | SHARIAPORTFOLIO, INC. | LAKE MARY | 173937 | $3.01B | 21 | 2026-04-30 | → |
| 1073 | MOSELEY INVESTMENT MANAGEMENT, INC. | BRADENTION | 124152 | $456.8M | 7 | 2026-03-31 | → |
| 1074 | LANIER FINANCIAL GROUP LLC | ATHENS | 152945 | $236.2M | 6 | 2026-03-31 | → |
| 1075 | STRATEGIC ADVISORY SERVICES, LLC | MEMPHIS | 287984 | $201.2M | 10 | 2026-04-30 | → |
| 1076 | WILSON GROUP FINANCIAL MANAGEMENT, LLC | ORLANDO | 339651 | $125.1M | 9 | 2026-05-31 | → |
| 1077 | FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC | CHARLOTTESVILLE | 136069 | $333.0M | 4 | 2026-03-31 | → |
| 1078 | TD CAPITAL MANAGEMENT LLC | MEMPHIS | 106125 | $1.24B | 15 | 2026-02-28 | → |
| 1079 | BEACON CAPITAL MANAGEMENT, LLC | FRANKLIN | 156228 | $1.27B | 39 | 2026-03-31 | → |
| 1080 | DESTINY FAMILY OFFICE | TAVARES | 338015 | $605.1M | 7 | 2026-06-30 | → |
| 1081 | CHIRON CAPITAL MANAGEMENT, LLC | TALLAHASSEE | 308286 | $242.6M | 6 | 2026-03-31 | → |
| 1082 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | ATLANTA | 105302 | $623.7M | 9 | 2026-06-30 | → |
| 1083 | TOLLEY FINANCIAL GROUP, LLC | RALEIGH | 302115 | $121.9M | 1 | 2026-04-30 | → |
| 1084 | HARDIN CAPITAL PARTNERS, LLC | GREENVILLE | 153023 | $447.8M | 3 | 2026-02-28 | → |
| 1085 | RIVERSTONE ASSET MANAGEMENT, LLC | LOUISVILLE | 161087 | $103.0M | 2 | 2026-06-30 | → |
| 1086 | REGISTER FINANCIAL ADVISORS, LLC | ATLANTA | 143884 | $488.5M | 15 | 2026-04-30 | → |
| 1087 | OSPREY CAPITAL MANAGEMENT CORP. | MIAMI BEACH | 172524 | $197.2M | 1 | 2026-02-28 | → |
| 1088 | FINANCIAL TRUST ASSET MANAGEMENT CHARTERED | BOCA RATON | 108998 | $141.9M | 5 | 2026-05-31 | → |
| 1089 | WASHBURN CAPITAL MANAGEMENT INC. | VERO BEACH | 125708 | $253.6M | 3 | 2026-02-28 | → |
| 1090 | RIVERBEND WEALTH MANAGEMENT, LLC | MYRTLE BEACH | 302031 | $281.0M | 8 | 2026-03-31 | → |
| 1091 | RED REEF ADVISORS LLC | BOCA RATON | 174748 | $135.0M | 3 | 2026-03-31 | → |
| 1092 | GLAXIS CAPITAL MANAGEMENT, LLC | SARASOTA | 134227 | $160.8M | 5 | 2026-03-31 | → |
| 1093 | PROVIDENCE CAPITAL ADVISORS, LLC | CHARLOTTE | 174631 | $1.07B | 14 | 2026-03-31 | → |
| 1094 | TARHEEL ADVISORS, LLC | CHAPEL HILL | 149308 | $137.8M | 2 | 2026-01-31 | → |
| 1095 | FORZA WEALTH MANAGEMENT, LLC | SARASOTA | 281075 | $422.4M | 4 | 2026-03-31 | → |
| 1096 | OPTIMUM FINANCIAL SERVICES, LLC | JACKSON | 105878 | $300.2M | 4 | 2026-02-28 | → |
| 1097 | AMERICAN FINANCIAL ADVISORS, LLC. | MARIETTA | 115824 | $950.2M | 7 | 2026-05-31 | → |
| 1098 | MASCAGNI WEALTH MANAGEMENT, INC. | CLINTON | 115046 | $424.5M | 6 | 2026-03-31 | → |
| 1099 | ONE + ONE WEALTH MANAGEMENT, LLC | JUPITER | 310906 | $383.0M | 5 | 2026-02-28 | → |
| 1100 | ASEMPA, LLC | BATON ROUGE | 328609 | $246.0M | 4 | 2026-05-31 | → |
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