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 | |
|---|---|---|---|---|---|---|---|
| 601 | PULLEN INVESTMENT MANAGEMENT, LLC | BRADENTON | 310149 | $221.0M | 5 | 2026-02-28 | → |
| 602 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO | 144426 | $2.57B | 124 | 2026-01-31 | → |
| 603 | REICON WEALTH ADVISORS, LLC | ATLANTA | 315043 | $220.1M | 5 | 2026-03-31 | → |
| 604 | LION CAPITAL ADVISORS LLC | MIAMI | 305440 | $94.8M | 3 | 2026-03-31 | → |
| 605 | MONTZ HARCUS WEALTH MANAGEMENT LLC | NEW ORLEANS | 301963 | $876.3M | 10 | 2026-06-30 | → |
| 606 | CARDINAL WEALTH ADVISORY, LLC | MEMPHIS | 136659 | $273.2M | 3 | 2026-03-31 | → |
| 607 | FIRST CITIZENS ASSET MANAGEMENT, INC | RALEIGH | 140777 | $465.1M | 58 | 2026-05-31 | → |
| 608 | HORSE COVE PARTNERS LLC | ATLANTA | 172389 | $106.6M | 9 | 2026-03-31 | → |
| 609 | LUMINA WEALTH MANAGEMENT, LLC | WILMINGTON | 291548 | $240.2M | 4 | 2026-04-30 | → |
| 610 | BARLOW WEALTH PARTNERS, LLC | LOUISVILLE | 325308 | $1.35B | 6 | 2026-03-31 | → |
| 611 | ACTITRUST WEALTH MANAGEMENT LLC | PLANTATION | 284827 | $140.5M | 7 | 2026-02-28 | → |
| 612 | CYGNUS CAPITAL ADVISERS, LLC | ATLANTA | 323041 | $229.7M | 8 | 2026-04-30 | → |
| 613 | CAYSIDE PARTNERS, LLC | JUPITER | 306090 | $353.0M | 4 | 2026-04-30 | → |
| 614 | ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC. | CORAL GABLES | 152104 | $690.9M | 10 | 2026-04-30 | → |
| 615 | DELTA FINANCIAL ADVISORS, L.L.C. | METAIRIE | 122092 | $592.3M | 5 | 2026-03-31 | → |
| 616 | FAMILY LEGACY, INC. | GREENVILLE | 110945 | $377.3M | 10 | 2026-03-31 | → |
| 617 | PURSUIT WEALTH MANAGMENT LLC | PALM BEACH GARDENS | 308969 | $186.3M | 4 | 2025-03-31 | → |
| 618 | PASQUA, THOMAS | PALM CITY | 139618 | $129.7M | 3 | 2026-02-28 | → |
| 619 | LAUREL WEALTH ADVISORS, LLC | CHARLOTTE | 118469 | $1.11B | 9 | 2026-03-31 | → |
| 620 | MCLEAN ASSET MANAGEMENT CORPORATION | TYSONS | 108067 | $993.9M | 26 | 2026-05-31 | → |
| 621 | THE CAPITAL MANAGEMENT CORPORATION | GLEN ALLEN | 112242 | $710.1M | 9 | 2025-06-30 | → |
| 622 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | RICHMOND | 289178 | $1.45B | 49 | 2026-03-31 | → |
| 623 | GLADSTONE INSTITUTIONAL ADVISORY LLC | PALM BEACH GARDENS | 250787 | $5.68B | 186 | 2026-06-30 | → |
| 624 | SIERRA CAPITAL LLC | MIAMI | 110129 | $1.61B | 8 | 2026-06-30 | → |
| 625 | DAVIVIENDA INVESTMENT ADVISOR USA LLC | MIAMI | 319755 | $120.2M | 8 | 2026-06-30 | → |
| 626 | RVX ASSET MANAGEMENT LLC | AVENTURA | 282804 | $96.8M | 4 | 2026-02-28 | → |
| 627 | FINANCIAL ADVISORY PARTNERS, LLC | WINTER PARK | 310914 | $377.8M | 3 | 2026-05-31 | → |
| 628 | ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC | VIENNA | 313110 | $675.0M | 12 | 2026-05-31 | → |
| 629 | GLOBAL TRUST ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 143120 | $384.5M | 12 | 2026-01-31 | → |
| 630 | FAMILY WEALTH PLANNING PARTNERS LLC | LOUISVILLE | 323656 | $317.4M | 8 | 2026-05-31 | → |
| 631 | CAPITOL SECURITIES MANAGEMENT, INC. | GLEN ALLEN | 14169 | $2.16B | 170 | 2026-03-31 | → |
| 632 | PENDLETON FINANCIAL, LLC | RALEIGH | 325303 | $160.0M | 4 | 2026-03-31 | → |
| 633 | CHATHAM CAPITAL GROUP INC | SAVANNAH | 106174 | $878.1M | 9 | 2026-05-31 | → |
| 634 | LMG WEALTH PARTNERS, LLC | SHREVEPORT | 318023 | $681.2M | 4 | 2026-06-30 | → |
| 635 | COLLABORATIVE WEALTH MANAGEMENT, INC. | LAKE MARY | 142106 | $653.3M | 13 | 2026-03-31 | → |
| 636 | STEELOAKS INVESTMENT ADVISERS, INC. | WEIRTON | 108197 | $131.0M | 2 | 2026-03-31 | → |
| 637 | KANAWHA CAPITAL MANAGEMENT, LLC | RICHMOND | 118458 | $1.84B | 11 | 2026-04-30 | → |
| 638 | ARS WEALTH ADVISORS GROUP, LLC | ST. PETERSBURG | 314882 | $1.64B | 24 | 2026-03-31 | → |
| 639 | OBJECTIVITY SQUARED, LLC | CHARLESTON | 311052 | $487.8M | 6 | 2026-03-31 | → |
| 640 | MONEY CONCEPTS CAPITAL CORP | PALM BEACH GARDENS | 12963 | $4.07B | 478 | 2026-03-31 | → |
| 641 | INVESTOLOGY INC. | RESTON | 130408 | $250.0M | 5 | 2026-04-30 | → |
| 642 | INTELLUS ADVISORS, LLC | NAPLES | 332883 | $1.35B | 15 | 2026-03-31 | → |
| 643 | KRUSEN CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 150754 | $255.7M | 2 | 2026-03-31 | → |
| 644 | FINANCIAL MANAGEMENT ADVISORS, INC. | TULLAHOMA | 117442 | $149.9M | 1 | 2026-02-28 | → |
| 645 | CAMARDA FINANCIAL ADVISORS , LLC | FLEMING ISLAND | 113784 | $315.4M | 17 | 2026-03-31 | → |
| 646 | CPA ASSET MANAGEMENT GROUP, LLC | WEST PALM BEACH | 107833 | $619.2M | 11 | 2026-02-28 | → |
| 647 | COLTON GROOME FINANCIAL ADVISORS, LLC | ASHEVILLE | 128365 | $724.9M | 18 | 2026-04-30 | → |
| 648 | FPF FA L.L.C. | CHARLOTTE | 311329 | $181.3M | 1 | 2026-01-31 | → |
| 649 | KAUFMAN ROSSIN WEALTH, LLC | MIAMI | 301921 | $506.7M | 11 | 2026-03-31 | → |
| 650 | EATON FINANCIAL HOLDINGS COMPANY, LLC | CORAL SPRINGS | 316323 | $382.2M | 4 | 2026-03-31 | → |
| 651 | CROSSGEN WEALTH LLC | GREENVILLE | 336270 | $222.8M | 3 | 2026-03-31 | → |
| 652 | MCCAY WEALTH ADVISORY LLC | MANCHESTER | 286503 | $495.4M | 10 | 2026-02-28 | → |
| 653 | TRENT CAPITAL MANAGEMENT INC | GREENSBORO | 107344 | $140.9M | 4 | 2025-03-31 | → |
| 654 | EASTOVER INVESTMENT ADVISORS, LLC | CHARLOTTE | 150821 | $392.3M | 4 | 2026-02-28 | → |
| 655 | LANHAM ODELL & CO INC | HURRICANE | 105708 | $771.0M | 12 | 2025-11-30 | → |
| 656 | SAGESPRING WEALTH PARTNERS | FRANKLIN | 283515 | $8.49B | 195 | 2026-05-31 | → |
| 657 | GRANVILLE CAPITAL, INC. | GREENSBORO | 126679 | $1.37B | 9 | 2026-03-31 | → |
| 658 | SMITH BRUER ADVISORS, LLC | TALLAHASSEE | 284508 | $238.5M | 6 | 2026-03-31 | → |
| 659 | PRONVEST, LLC DBA FUTURE CAPITAL | CHATTANOOGA | 119081 | $2.02B | 30 | 2026-03-31 | → |
| 660 | WIREGRASS INVESTMENT MANAGEMENT LLC | THOMASVILLE | 284608 | $159.7M | 3 | 2026-05-31 | → |
| 661 | CSENGE ADVISORY GROUP, LLC | CLEARWATER | 131167 | $3.17B | 74 | 2026-03-31 | → |
| 662 | OMNISTAR FINANCIAL GROUP, INC. | WILMINGTON | 138515 | $285.7M | 7 | 2026-05-31 | → |
| 663 | NEXWEALTH LLC | PALM BEACH GARDENS | 311424 | $172.2M | 6 | 2026-06-30 | → |
| 664 | F&V CAPITAL MANAGEMENT, L.L.C. | BOCA RATON | 146399 | $557.8M | 7 | 2026-02-28 | → |
| 665 | JOURNEY ADVISORY GROUP, LLC | COVINGTON | 171919 | $1.65B | 31 | 2026-06-30 | → |
| 666 | WOODSTOCK WEALTH MANAGEMENT, INC. | WOODSTOCK | 283472 | $726.6M | 26 | 2026-04-30 | → |
| 667 | OPINICUS CAPITAL, INC. | TAMPA | 168344 | $297.1M | 7 | 2026-03-31 | → |
| 668 | VANTAGE CONSULTING GROUP INC | VIRGINIA BEACH | 105240 | $241.7M | 10 | 2026-03-31 | → |
| 669 | DUDLEY & SHANLEY, INC. | PALM BEACH | 157515 | $746.8M | 5 | 2026-03-31 | → |
| 670 | TOPSAIL WEALTH MANAGEMENT LLC | CHARLOTTE | 331098 | $1.31B | 5 | 2026-05-31 | → |
| 671 | GLOVER PARK WEALTH MANAGEMENT, LLC | ARLINGTON | 309793 | $144.3M | 2 | 2026-06-30 | → |
| 672 | MACERATIO LLC | MIAMI | 304078 | $1.19B | 7 | 2026-06-30 | → |
| 673 | WHITENER CAPITAL MANAGEMENT, INC | ROCKY MOUNT | 106865 | $598.5M | 9 | 2026-02-28 | → |
| 674 | FORTHRIGHT PARTNERS LLC | ATLANTA | 310311 | $136.5M | 3 | 2025-02-28 | → |
| 675 | HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC | NEW ORLEANS | 301715 | $617.9M | 3 | 2026-03-31 | → |
| 676 | DIVIDEND ASSETS CAPITAL, LLC | RIDGELAND | 129973 | $540.8M | 7 | 2026-03-31 | → |
| 677 | SKY ALPHA ASSET ADVISORS LLC | BOCA RATON | 295839 | $216.0M | 3 | 2026-02-28 | → |
| 678 | COGENT PRIVATE WEALTH, INC. | ORLANDO | 319092 | $250.3M | 8 | 2026-03-31 | → |
| 679 | DOMA PERPETUAL CAPITAL MANAGEMENT LLC | MIAMI | 321046 | $307.6M | 4 | 2026-06-30 | → |
| 680 | JT STRATFORD, LLC | GAINESVILLE | 155629 | $1.01B | 18 | 2026-03-31 | → |
| 681 | ADKINS SEALE CAPITAL MANAGEMENT LLC | SHREVEPORT | 166749 | $448.2M | 3 | 2026-02-28 | → |
| 682 | NOVARE CAPITAL MANAGEMENT | CHARLOTTE | 117949 | $1.92B | 23 | 2026-06-30 | → |
| 683 | GRAGG & GRAGG, L.L.P. | SHELBY | 110592 | $215.4M | 12 | 2026-02-28 | → |
| 684 | NAPLES GLOBAL ADVISORS LLC | NAPLES | 158544 | $2.00B | 20 | 2026-05-31 | → |
| 685 | TAGSTONE CAPITAL, INC. | CHARLOTTE | 158864 | $368.9M | 1 | 2026-02-28 | → |
| 686 | HMS FINANCIAL SERVICES, LLC | COLUMBIA | 131569 | $118.5M | 1 | 2026-03-31 | → |
| 687 | HAZLETT, BURT & WATSON, INC. | WHEELING | 396 | $1.39B | 20 | 2026-03-31 | → |
| 688 | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | KNOXVILLE | 313195 | $272.4M | 13 | 2026-03-31 | → |
| 689 | BLALOCK WILLIAMS, LLC | ALEXANDER CITY | 325465 | $242.6M | 4 | 2026-03-31 | → |
| 690 | UNISON ASSET MANAGEMENT LLC | AVENTURA | 288249 | $298.2M | 5 | 2026-03-31 | → |
| 691 | HERITAGE INVESTMENT GROUP, INC. | POMPANO BEACH | 113204 | $2.23B | 21 | 2026-03-31 | → |
| 692 | PEOPLE MAKE THE DIFFERENCE, INC. | HOOVER | 159443 | $111.6M | 7 | 2026-03-31 | → |
| 693 | PACES FERRY WEALTH ADVISORS, LLC | ATLANTA | 300057 | $491.2M | 6 | 2026-03-31 | → |
| 694 | RIVERGLADES FAMILY OFFICES, LLC | NAPLES | 171584 | $221.4M | 2 | 2026-03-31 | → |
| 695 | HOLDUN FAMILY OFFICE LLC | MIAMI | 300709 | $114.5M | 4 | 2025-02-28 | → |
| 696 | PEACHTREE WEALTH ADVISORS, INC | ATLANTA | 139779 | $436.8M | 3 | 2026-03-31 | → |
| 697 | MARIVA GLOBAL ASSET MANAGEMENT, LLC | MIAMI | 285674 | $129.0M | 5 | 2026-04-30 | → |
| 698 | BARNETT CAPITAL ADVISORS LLC | MIAMI | 159113 | $161.1M | 3 | 2026-03-31 | → |
| 699 | MOLLY B INVESTMENT GROUP LLC | MARIETTA | 150555 | $334.7M | 2 | 2026-03-31 | → |
| 700 | CONCORD WEALTH PARTNERS | ABINGDON | 118643 | $1.07B | 20 | 2026-03-31 | → |
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