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 | |
|---|---|---|---|---|---|---|---|
| 1101 | CAPASSO PLANNING PARTNERS LLC | CHARLESTON | 294673 | $274.2M | 5 | 2026-04-30 | → |
| 1102 | PBMARES WEALTH MANAGEMENT LLC | WILLIAMSBURG | 116218 | $1.30B | 22 | 2025-11-30 | → |
| 1103 | SOLIST WEALTH, LLC | TAMPA | 329317 | $130.1M | 1 | 2026-06-30 | → |
| 1104 | FWG INVESTMENTS, LLC | LEXINGTON | 284064 | $349.0M | 27 | 2026-05-31 | → |
| 1105 | RENAISSANCE HOLDINGS, LLC | RIDGELAND | 175254 | $150.9M | 2 | 2026-03-31 | → |
| 1106 | TENZING FINANCIAL LLC | WILLIAMSBURG | 335259 | $231.1M | 5 | 2026-02-28 | → |
| 1107 | GAINSPOLETTI WEALTH PLANNERS ADVISORY LLC | CLEVELAND | 333768 | $127.0M | 3 | 2026-04-30 | → |
| 1108 | COSEY FINANCIAL SERVICES, INC. | KNOXVILLE | 140175 | $123.7M | 6 | 2026-02-28 | → |
| 1109 | SOUTHERN CAPITAL SERVICES, INC. | DAPHNE | 105582 | $192.5M | 9 | 2026-03-31 | → |
| 1110 | CORE WEALTH MANAGEMENT, INC. | JUPITER | 162870 | $404.7M | 4 | 2026-03-31 | → |
| 1111 | CROWN WEALTH GROUP LLC | CHARLOTTE | 299732 | $437.5M | 10 | 2026-01-31 | → |
| 1112 | PARADIEM, LLC | COVINGTON | 158200 | $483.4M | 14 | 2026-06-30 | → |
| 1113 | LIEBLONG & ASSOCIATES, INC. | LITTLE ROCK | 42578 | $197.9M | 4 | 2025-12-31 | → |
| 1114 | SAOS CAPITAL, LLC | MOUNT PLEASANT | 159515 | $239.1M | 4 | 2026-05-31 | → |
| 1115 | CHIPSER WEALTH MANAGEMENT, LLC | DESTIN | 306396 | $140.0M | 3 | 2026-01-31 | → |
| 1116 | ACCREDITED WEALTH MANAGEMENT LLC | LOUISVILLE | 170261 | $158.9M | 5 | 2025-03-31 | → |
| 1117 | GMT CAPITAL CORP. | ATLANTA | 160404 | $6.90B | 19 | 2026-03-31 | → |
| 1118 | GREAT NORTHERN ASSET MANAGEMENT, INC. | WINTER PARK | 166788 | $73.1M | 5 | 2026-03-31 | → |
| 1119 | INLET PRIVATE WEALTH, LLC | JUPITER | 297154 | $608.1M | 5 | 2026-02-28 | → |
| 1120 | SMITH PARTNERS WEALTH MANAGEMENT, LLC | GREENSBORO | 112231 | $196.1M | 4 | 2026-03-31 | → |
| 1121 | CASTLE WEALTH MANAGEMENT LLC | BOYNTON BEACH | 118364 | $430.1M | 6 | 2026-03-31 | → |
| 1122 | MOON CAPITAL MANAGEMENT LLC | KNOXVILLE | 107612 | $391.5M | 6 | 2026-05-31 | → |
| 1123 | DYCHE WEALTH MANAGEMENT, INC | FAYETTEVILLE | 159708 | $162.3M | 4 | 2026-05-31 | → |
| 1124 | PERSONAL FINANCIAL PROFILES INC | CORAL SPRINGS | 109327 | $335.3M | 2 | 2026-02-28 | → |
| 1125 | ALHAMBRA INVESTMENT MANAGEMENT LLC | PALMETTO BAY | 138537 | $320.2M | 5 | 2026-06-30 | → |
| 1126 | MIURA INVESTMENT ADVISORS, INC | MIAMI | 283148 | $391.8M | 6 | 2026-06-30 | → |
| 1127 | THE TURLINGTON GROUP, INC. | RALEIGH | 317324 | $110.5M | 2 | 2026-03-31 | → |
| 1128 | D. SCOTT NEAL, INC. | LEXINGTON | 110975 | $352.0M | 10 | 2025-04-30 | → |
| 1129 | FORTY THREE EIGHTEEN ADVISORS, LLC | BENTONVILLE | 157712 | $167.8M | 1 | 2026-03-31 | → |
| 1130 | FIRSTRUST LLC | DAYTONA BEACH | 111800 | $250.0M | 6 | 2026-03-31 | → |
| 1131 | LANGLEY WEALTH MANAGEMENT, LLC | CORINTH | 312823 | $370.6M | 9 | 2026-03-31 | → |
| 1132 | STEWARDSHIP ADVISORY GROUP, LLC | CLERMONT | 165710 | $321.9M | 17 | 2026-06-30 | → |
| 1133 | KRAFT ASSET MANAGEMENT, LLC | NASHVILLE | 119139 | $453.7M | 2 | 2025-08-31 | → |
| 1134 | PRESTON WEALTH ADVISORS, LLC. | RESTON | 165983 | $286.0M | 5 | 2026-03-31 | → |
| 1135 | WEALTHGEN ADVISORS, LLC | SARASOTA | 306196 | $146.6M | 2 | 2026-03-31 | → |
| 1136 | COASTAL WEALTH ADVISORS, LLC | JOHNS ISLAND | 174574 | $106.6M | 2 | 2026-04-30 | → |
| 1137 | WEALTH ADVISORS OF TAMPA BAY LLC | TAMPA | 162724 | $456.8M | 8 | 2026-03-31 | → |
| 1138 | ELEVATE WEALTH ADVISORY, INC. | ATHENS | 149713 | $385.5M | 13 | 2026-03-31 | → |
| 1139 | PEACHCAP TAX & ADVISORY, LLC | ATLANTA | 158729 | $147.5M | 4 | 2026-02-28 | → |
| 1140 | ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC | JACKSONVILLE | 169538 | $374.8M | 6 | 2026-02-28 | → |
| 1141 | THE MAIN STREET GROUP, LTD | GLEN ALLEN | 175502 | $515.3M | 13 | 2026-05-31 | → |
| 1142 | POINCIANA ADVISORS GROUP, LLC | PALM BEACH GARDENS | 137423 | $396.0M | 2 | 2026-03-31 | → |
| 1143 | OCTOBER WEALTH ADVISORS, INC | FORT SMITH | 153993 | $141.6M | 2 | 2026-02-28 | → |
| 1144 | GREENWOOD FAMILY ADVISORS LLC | MIAMI | 304820 | $327.1M | 3 | 2026-02-28 | → |
| 1145 | AEGIS FINANCIAL CORPORATION | MCLEAN | 111587 | $1.37B | 6 | 2026-03-31 | → |
| 1146 | LINDA S. LUBITZ, CFP?, PA | CORAL GABLES | 108648 | $317.8M | 6 | 2026-03-31 | → |
| 1147 | BORDERLESS MANAGEMENT LLC | CLERMONT | 323404 | $345.4M | 24 | 2026-03-31 | → |
| 1148 | GREENWAY WEALTH ADVISORS, LLC | CHARLOTTE | 290727 | $184.5M | 4 | 2026-06-30 | → |
| 1149 | WAYPOINT WEALTH COUNSEL LLC | ATLANTA | 171822 | $824.3M | 4 | 2026-03-31 | → |
| 1150 | KEYSTONE FINANCIAL GROUP, INC. | ATLANTA | 129301 | $247.4M | 7 | 2026-04-30 | → |
| 1151 | DOWNTOWN WEALTH STUDIOS, LLC | MIAMI | 325213 | $563.5M | 5 | 2026-03-31 | → |
| 1152 | ROCKBRIDGE ASSET MANAGEMENT, LLC | ALEXANDRIA | 329880 | $218.0M | 4 | 2026-05-31 | → |
| 1153 | TURNER FINANCIAL GROUP, INC. | PACE | 134204 | $229.6M | 12 | 2026-06-30 | → |
| 1154 | PHILLIPS WEALTH PLANNERS LLC | STARKVILLE | 319226 | $340.8M | 6 | 2026-03-31 | → |
| 1155 | SIMA WEALTH PARTNERS, LLC | NORTH CHESTERFIELD | 159943 | $156.7M | 6 | 2026-03-31 | → |
| 1156 | BRANDON FINANCIAL PLANNING, INC. | MEMPHIS | 110267 | $434.9M | 5 | 2026-03-31 | → |
| 1157 | WISER WEALTH MANAGEMENT, INC | MARIETTA | 125282 | $513.6M | 11 | 2026-06-30 | → |
| 1158 | FORTHRIGHT WEALTH MANAGEMENT, LLC | ALPHARETTA | 220515 | $773.4M | 10 | 2026-05-31 | → |
| 1159 | WEALTHTRUST ASSET MANAGEMENT, LLC | DESTIN | 174901 | $217.4M | 7 | 2026-03-31 | → |
| 1160 | PREMIER PRIVATE WEALTH, LLC | FRANKLIN | 314516 | $263.5M | 8 | 2025-11-30 | → |
| 1161 | LEGACY FINANCIAL ADVISORS, INC. | COVINGTON | 158675 | $1.52B | 21 | 2026-03-31 | → |
| 1162 | CORRALES & COMPANY, LLC | MIAMI | 332189 | $174.2M | 10 | 2026-04-30 | → |
| 1163 | BROWN CAPITAL MANAGEMENT, LLC | LITTLE ROCK | 174101 | $205.2M | 5 | 2026-04-30 | → |
| 1164 | WATERSTONE FINANCIAL ADVISORY LLC | FORT MYERS | 325012 | $262.5M | 5 | 2026-02-28 | → |
| 1165 | TULL FINANCIAL GROUP, INC. | CHESAPEAKE | 112235 | $367.1M | 9 | 2026-03-31 | → |
| 1166 | WFG CAPITAL ADVISORS, LLC | MOBILE | 310008 | $354.8M | 5 | 2026-03-31 | → |
| 1167 | ECONOLOGICS FINANCIAL ADVISORS, LLC | LARGO | 125738 | $183.2M | 18 | 2026-03-31 | → |
| 1168 | LEGACY WEALTH MANAGEMENT, LLC | RIDGELAND | 304659 | $455.1M | 4 | 2026-02-28 | → |
| 1169 | THE ARKANSAS FINANCIAL GROUP, INC. | LITTLE ROCK | 104808 | $971.1M | 11 | 2026-03-31 | → |
| 1170 | LLOYD ADVISORY SERVICES, LLC | SUWANEE | 150582 | $437.6M | 13 | 2026-03-31 | → |
| 1171 | SELECTIVE WEALTH MANAGEMENT, INC. | FOREST | 164882 | $454.8M | 9 | 2026-05-31 | → |
| 1172 | SYNTAX RESEARCH, INC. | BOCA RATON | 151948 | $202.9M | 2 | 2026-03-31 | → |
| 1173 | MODERN CAPITAL MANAGEMENT, CO. | MT PLEASANT | 306631 | $90.7M | 6 | 2026-03-31 | → |
| 1174 | BROOKLINE INVESTMENTS, INC. | BIRMINGHAM | 109239 | $281.5M | 3 | 2026-06-30 | → |
| 1175 | MEG GREEN & ASSOCIATES, INC. | PLANTATION | 284866 | $1.02B | 15 | 2026-03-31 | → |
| 1176 | INDEPENDENCE WEALTH ADVISORS INC. | MCLEAN | 142195 | $219.8M | 4 | 2025-03-31 | → |
| 1177 | MAR WEALTH MANAGEMENT SERVICES, LLC | WEST PALM BEACH | 167335 | $125.1M | 3 | 2026-06-30 | → |
| 1178 | THE PINES WEALTH MANAGEMENT, LLC | SOUTHERN PINES | 326353 | $485.9M | 4 | 2026-03-31 | → |
| 1179 | FIRST KENTUCKY SECURITIES CORPORATION | LOUISVILLE | 7524 | $566.0M | 19 | 2025-12-31 | → |
| 1180 | FIFTH AVENUE FAMILY OFFICE LLC | NAPLES | 122448 | $1.35B | 7 | 2026-03-31 | → |
| 1181 | KAWA CAPITAL MANAGEMENT, INC. | HALLANDALE BEACH | 157780 | $2.82B | 53 | 2026-06-30 | → |
| 1182 | BENCHMARK FINANCIAL WEALTH ADVISORS LLC | BOCA RATON | 287966 | $766.1M | 14 | 2026-05-31 | → |
| 1183 | HOPWOOD FINANCIAL SERVICES, INC. | RESTON | 127927 | $750.3M | 11 | 2026-03-31 | → |
| 1184 | BUTTONWOOD WEALTH, LLC | WINCHESTER | 305896 | $425.3M | 7 | 2026-02-28 | → |
| 1185 | WOLF RIVER CAPITAL MANAGEMENT, LLC | MEMPHIS | 149038 | $328.7M | 8 | 2026-03-31 | → |
| 1186 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | JACKSONVILLE | 169274 | $571.2M | 3 | 2026-02-28 | → |
| 1187 | MANNERS PAUL & ASSOCIATES, INC. | MARIETTA | 110996 | $349.5M | 3 | 2025-10-31 | → |
| 1188 | AP WEALTH MANAGEMENT, LLC | AUGUSTA | 156417 | $339.6M | 7 | 2026-03-31 | → |
| 1189 | BERKELEY CAPITAL PARTNERS, LLC | MILTON | 281082 | $1.10B | 11 | 2026-03-31 | → |
| 1190 | KROPOG FINANCIAL GROUP, LLC | MANDEVILLE | 282747 | $160.5M | 7 | 2026-04-30 | → |
| 1191 | UHLER VERTICH WHITE ADVISORS, LLC | FORT MYERS | 130716 | $513.7M | 11 | 2026-04-30 | → |
| 1192 | ALTERNATIVE INVESTMENT ADVISORS, LLC | MAITLAND | 160108 | $385.9M | 15 | 2026-03-31 | → |
| 1193 | DAVIS PRIVATE WEALTH, LLC | ROYAL PALM BEACH | 285952 | $192.7M | 3 | 2026-06-30 | → |
| 1194 | BRIGHTWATER ADVISORY, LLC | TAMPA | 169806 | $303.8M | 5 | 2026-03-31 | → |
| 1195 | VAN LEEUWEN & ASSOCIATES, INC. | RICHMOND | 289463 | $559.4M | 3 | 2026-03-31 | → |
| 1196 | BLACKRIDGE ASSET MANAGEMENT, LLC | JUPITER | 277085 | $370.3M | 72 | 2026-05-31 | → |
| 1197 | HORIZONS WEALTH MANAGEMENT, INC. | ASHEVILLE | 127457 | $258.2M | 4 | 2026-01-31 | → |
| 1198 | PROACTIVE WEALTH STRATEGIES, LLC | MARIETTA | 318872 | $315.8M | 4 | 2026-06-30 | → |
| 1199 | GOLDEN YEARS ADVISORY, LLC | DULUTH | 151640 | $111.1M | 2 | 2026-02-28 | → |
| 1200 | BEY-DOUGLAS, LLC | MARIETTA | 108856 | $179.8M | 3 | 2026-03-31 | → |
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