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 | |
|---|---|---|---|---|---|---|---|
| 101 | CORNERSTONE INVESTMENT PARTNERS, LLC | ATLANTA | 111753 | $2.65B | 15 | 2026-03-31 | → |
| 102 | IMPERIAL FUND ASSET MANAGEMENT LLC | FORT LAUDERDALE | 317525 | $6.84B | 12 | 2026-06-30 | → |
| 103 | MARINER INSTITUTIONAL, LLC | WINTER PARK | 111964 | $2.82B | 148 | 2026-06-30 | → |
| 104 | PERFORMA LIMITED (US), LLC | CHARLESTON | 154232 | $4.49B | 18 | 2026-06-30 | → |
| 105 | STEGNER INVESTMENT ASSOCIATES INC | LOUISVILLE | 107480 | $2.77B | 10 | 2026-03-31 | → |
| 106 | 1607 CAPITAL PARTNERS, LLC | RICHMOND | 144758 | $3.49B | 15 | 2026-03-31 | → |
| 107 | MCF ADVISORS, LLC | LEXINGTON | 130372 | $4.68B | 55 | 2026-05-31 | → |
| 108 | 3650 REIT INVESTMENT MANAGEMENT LLC | MIAMI | 286013 | $2.43B | 16 | 2026-03-31 | → |
| 109 | COMPERIO RETIREMENT CONSULTING, INC. | CARY | 140786 | $1.99B | 4 | 2026-03-31 | → |
| 110 | CORNERSTONE MANAGEMENT, INC. | DULUTH | 125828 | $2.29B | 19 | 2026-03-31 | → |
| 111 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | LITTLE ROCK | 136369 | $7.86B | 22 | 2026-03-31 | → |
| 112 | ORLEANS CAPITAL MANAGEMENT CORP | MANDEVILLE | 111359 | $2.13B | 12 | 2026-03-31 | → |
| 113 | HERITAGE WEALTH ADVISORS, LLC | RICHMOND | 137484 | $4.86B | 36 | 2026-05-31 | → |
| 114 | SISUNG INVESTMENT MANAGEMENT SERVICES LLC | METAIRIE | 107318 | $1.94B | 7 | 2026-03-31 | → |
| 115 | INGHAM RUSSELL INVESTMENT ADVISORS INC | MIAMI | 106299 | $2.62B | 10 | 2026-03-31 | → |
| 116 | DAVENPORT & COMPANY LLC | RICHMOND | 1588 | $24.70B | 525 | 2026-06-30 | → |
| 117 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | MEMPHIS | 174809 | $2.69B | 21 | 2026-03-31 | → |
| 118 | ASSET PRESERVATION ADVISORS, LLC | ATLANTA | 106741 | $11.05B | 28 | 2026-03-31 | → |
| 119 | CEREDEX VALUE ADVISORS LLC | WINTER PARK | 146023 | $3.43B | 13 | 2026-03-31 | → |
| 120 | HQ CAPITAL PRIVATE EQUITY LLC | MIAMI | 134231 | $5.40B | 78 | 2026-03-31 | → |
| 121 | CV ADVISORS LLC | AVENTURA | 164817 | $15.08B | 82 | 2026-04-30 | → |
| 122 | LOWE, BROCKENBROUGH & COMPANY, INC. | RICHMOND | 105142 | $5.49B | 31 | 2026-05-31 | → |
| 123 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 136591 | $87.38B | 481 | 2026-05-31 | → |
| 124 | RGM CAPITAL, LLC | NAPLES | 136634 | $2.60B | 7 | 2026-03-31 | → |
| 125 | SAWGRASS ASSET MANAGEMENT LLC | PONTE VEDRA BEACH | 108831 | $2.05B | 15 | 2026-04-30 | → |
| 126 | CARLYLE AVIATION PDP MANAGEMENT LLC | MIAMI | 305746 | $10.40B | 124 | 2026-03-31 | → |
| 127 | ALBRITTON CAPITAL MANAGEMENT CO | ALPHARETTA | 112772 | $1.52B | 1 | 2026-03-31 | → |
| 128 | BLUEPRINT INVESTMENT PARTNERS LLC | GREENSBORO | 170196 | $1.87B | 9 | 2026-04-30 | → |
| 129 | PROVENANCE WEALTH ADVISORS, LLC | FORT LAUDERDALE | 126529 | $4.44B | 52 | 2026-01-31 | → |
| 130 | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | MIAMI | 158905 | $2.30B | 56 | 2026-03-31 | → |
| 131 | NEWSOUTH CAPITAL MANAGEMENT INC | MEMPHIS | 110676 | $2.23B | 11 | 2026-06-30 | → |
| 132 | SENTRY, LLC | MEMPHIS | 150593 | $2.33B | 4 | 2026-03-31 | → |
| 133 | AB CUSTOM ALTERNATIVE SOLUTIONS LLC | NASHVILLE | 110879 | $1.42B | 1 | 2026-03-31 | → |
| 134 | OAK CITY CONSULTING, LLC | WAKE FOREST | 162220 | $1.43B | 6 | 2026-03-31 | → |
| 135 | LCP INSTITUTIONAL, LLC | ATLANTA | 325133 | $3.18B | 8 | 2026-03-31 | → |
| 136 | HAVEN GLOBAL PARTNERS, LLC | ATLANTA | 289472 | $1.45B | 4 | 2026-05-31 | → |
| 137 | ARKADIOS WEALTH ADVISORS LLC | ATLANTA | 288863 | $8.79B | 188 | 2026-06-30 | → |
| 138 | BRAMSHILL INVESTMENTS, LLC | NAPLES | 162492 | $8.14B | 38 | 2026-03-31 | → |
| 139 | STEPHENS INC. | LITTLE ROCK | 3496 | $18.04B | 611 | 2026-06-30 | → |
| 140 | BALENTINE LLC | ATLANTA | 152511 | $5.54B | 61 | 2026-06-30 | → |
| 141 | EVOLUTION WEALTH ADVISORS, LLC | AVENTURA | 285142 | $1.96B | 15 | 2026-03-31 | → |
| 142 | BLUE GROTTO CAPITAL, LLC | ATLANTA | 299869 | $2.10B | 6 | 2026-03-31 | → |
| 143 | SEAVIEW INVESTMENT MANAGERS LLC | CORAL GABLES | 300155 | $1.37B | 13 | 2026-05-31 | → |
| 144 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | RICHMOND | 128545 | $10.25B | 182 | 2026-03-31 | → |
| 145 | KOPERNIK GLOBAL INVESTORS, LLC | TAMPA | 168625 | $10.18B | 44 | 2026-03-31 | → |
| 146 | MARTIN & COMPANY, INC | KNOXVILLE | 108718 | $1.65B | 6 | 2026-05-31 | → |
| 147 | NFC INVESTMENTS, LLC | MEMPHIS | 132844 | $2.14B | 9 | 2026-02-28 | → |
| 148 | THE EDGAR LOMAX COMPANY | ALEXANDRIA | 105444 | $1.42B | 8 | 2026-03-31 | → |
| 149 | TIMBERLAND INVESTMENT RESOURCES, LLC | ATLANTA | 129663 | $1.98B | 30 | 2026-03-31 | → |
| 150 | THOROUGHBRED FINANCIAL SERVICES, LLC | BRENTWOOD | 47893 | $4.04B | 31 | 2026-03-31 | → |
| 151 | HARDY REED, LLC | TUPELO | 141024 | $2.89B | 18 | 2026-04-30 | → |
| 152 | VIDENT ADVISORY, LLC | ALPHARETTA | 286622 | $22.02B | 38 | 2026-03-31 | → |
| 153 | SHAPIRO CAPITAL MANAGEMENT LLC | ATLANTA | 105581 | $1.97B | 10 | 2026-05-31 | → |
| 154 | THE ASCENT GROUP, LLC | VIRGINIA BEACH | 314424 | $4.76B | 44 | 2026-03-31 | → |
| 155 | BAYVIEW ASSET MANAGEMENT, LLC | CORAL GABLES | 157053 | $64.21B | 556 | 2026-05-31 | → |
| 156 | GRAMERCY FUNDS MANAGEMENT LLC | WEST PALM BEACH | 152209 | $7.42B | 75 | 2026-03-31 | → |
| 157 | CALYDON CAPITAL, LLC | MEMPHIS | 285485 | $3.58B | 8 | 2026-04-30 | → |
| 158 | SOUTHEAST ASSET ADVISORS, LLC | THOMASVILLE | 107588 | $4.20B | 14 | 2026-05-31 | → |
| 159 | ANDERSON FINANCIAL PARTNERS, INC. | PONTE VEDRA | 126641 | $1.52B | 4 | 2026-03-31 | → |
| 160 | CREDICORP CAPITAL ADVISORS LLC | MIAMI | 290081 | $1.58B | 26 | 2026-04-30 | → |
| 161 | NARWHAL CAPITAL MANAGMENT, LLC | MARIETTA | 135958 | $2.08B | 18 | 2026-06-30 | → |
| 162 | CARLYLE AVIATION SECURITIES PARTNERS LLC | MIAMI | 168456 | $1.14B | 4 | 2026-03-31 | → |
| 163 | DEERPATH CAPITAL MANAGEMENT, LP | FORT LAUDERDALE | 160791 | $9.03B | 100 | 2026-03-31 | → |
| 164 | PENTWATER CAPITAL MANAGEMENT LP | NAPLES | 156873 | $19.26B | 45 | 2026-03-31 | → |
| 165 | POINTOAK RETIREMENT ADVISORS, LLC | MCLEAN | 314866 | $1.08B | 3 | 2026-03-31 | → |
| 166 | DIGITAL BRIDGE ADVISORS, LLC | BOCA RATON | 291394 | $14.60B | 174 | 2026-05-31 | → |
| 167 | RELIANT INVESTMENT MANAGEMENT, LLC | MEMPHIS | 111220 | $1.47B | 12 | 2026-03-31 | → |
| 168 | CHANNING GLOBAL ADVISORS, LLC | FORT LAUDERDALE | 290893 | $1.11B | 8 | 2026-03-31 | → |
| 169 | FTA ASSET MANAGEMENT, LLC | CHARLOTTE | 332377 | $1.01B | 13 | 2026-03-31 | → |
| 170 | DAYBRIGHT ADVISORY SERVICES, INC. | MIAMI | 133795 | $997.4M | 10 | 2026-03-31 | → |
| 171 | TEMPLETON INVESTMENT COUNSEL, LLC | FT. LAUDERDALE | 111370 | $4.61B | 31 | 2026-06-30 | → |
| 172 | RATHER & KITTRELL, INC. | KNOXVILLE | 114885 | $2.25B | 32 | 2026-03-31 | → |
| 173 | QUINN OPPORTUNITY PARTNERS LLC | CHARLOTTESVILLE | 167470 | $2.61B | 2 | 2026-04-30 | → |
| 174 | ALLIE FAMILY OFFICE LLC | MIAMI | 307144 | $1.32B | 11 | 2026-03-31 | → |
| 175 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | ORLANDO | 135635 | $921.5M | 6 | 2026-04-30 | → |
| 176 | INDEPENDENT ADVISOR ALLIANCE, LLC | CHARLOTTE | 168267 | $17.23B | 251 | 2026-06-30 | → |
| 177 | CHICKASAW CAPITAL MANAGEMENT, LLC | MEMPHIS | 127398 | $2.55B | 19 | 2026-04-30 | → |
| 178 | FCA PARTNERS, LLC | CHARLOTTE | 322393 | $910.3M | 11 | 2026-03-31 | → |
| 179 | WAYCROSS PARTNERS, LLC | LOUISVILLE | 153838 | $1.18B | 13 | 2026-06-30 | → |
| 180 | LRI INVESTMENTS, LLC | PALM BEACH GARDENS | 323556 | $2.78B | 35 | 2026-02-28 | → |
| 181 | GODWIN CAPITAL GROUP, LLC | ATLANTA | 316592 | $1.13B | 6 | 2026-03-31 | → |
| 182 | STOKES FAMILY OFFICE LLC | NEW ORLEANS | 300899 | $3.35B | 14 | 2026-04-30 | → |
| 183 | A&M PRIVATE WEALTH PARTNERS, LLC | WEST PALM BEACH | 331478 | $1.83B | 28 | 2026-03-31 | → |
| 184 | MAC ALPHA CAPITAL MANAGEMENT, LP | TAMPA | 311412 | $937.8M | 8 | 2026-03-31 | → |
| 185 | HARBOR ADVISORS LLC | WEST PALM BEACH | 312432 | $851.7M | 1 | 2026-02-28 | → |
| 186 | FAI CAPITAL MANAGEMENT | TAMPA | 147025 | $842.1M | 5 | 2026-03-31 | → |
| 187 | KEEL POINT, LLC | HUNTSVILLE | 127902 | $4.07B | 92 | 2026-06-30 | → |
| 188 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | TYSONS CORNER | 313457 | $838.0M | 5 | 2026-03-31 | → |
| 189 | SYNOVUS SECURITIES, INC. | COLUMBUS | 14023 | $8.45B | 280 | 2026-01-31 | → |
| 190 | SOUTHEASTERN ASSET MANAGEMENT INC. | MEMPHIS | 105276 | $3.70B | 29 | 2026-03-31 | → |
| 191 | ICR PARTNERS, LLC | NASHVILLLE | 304689 | $798.7M | 6 | 2026-05-31 | → |
| 192 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | JACKSONVILLE | 133507 | $911.3M | 29 | 2026-02-28 | → |
| 193 | ETON ADVISORS GROUP, LLC | CHAPEL HILL | 289395 | $1.89B | 11 | 2026-03-31 | → |
| 194 | SILVERBACK ASSET MANAGEMENT, LLC | DURHAM | 141407 | $1.19B | 12 | 2026-03-31 | → |
| 195 | GUARDIAN WEALTH ADVISORS, LLC | RALEIGH | 305412 | $2.74B | 50 | 2026-03-31 | → |
| 196 | RETIREMENT FUND MANAGEMENT, LLC | ATLANTA | 126573 | $769.7M | 4 | 2026-04-30 | → |
| 197 | MAGNOLIA CAPITAL ADVISORS LLC | RIDGELAND | 298398 | $1.69B | 18 | 2026-03-31 | → |
| 198 | AZIMUT INVESTMENT ADVISORS LLC | MIAMI | 134626 | $1.00B | 10 | 2026-05-31 | → |
| 199 | GREENWOOD CAPITAL ASSOCIATES, LLC | GREENWOOD | 115015 | $1.77B | 21 | 2026-04-30 | → |
| 200 | GLOBALT INVESTMENTS LLC | ATLANTA | 328039 | $3.02B | 18 | 2026-04-30 | → |
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