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 | |
|---|---|---|---|---|---|---|---|
| 701 | ORCA WEALTH MANAGEMENT, LLC | NEW PORT RICHEY | 310053 | $224.4M | 3 | 2026-05-31 | → |
| 702 | BELLINGRATH WEALTH MANAGEMENT, L.L.C. | NEW ORLEANS | 336024 | $196.1M | 6 | 2026-05-31 | → |
| 703 | REGENT PEAK WEALTH ADVISORS, LLC | ATLANTA | 298259 | $785.9M | 10 | 2026-06-30 | → |
| 704 | DORSEY, WRIGHT & ASSOCIATES, LLC | RICHMOND | 104925 | $1.01B | 25 | 2026-04-30 | → |
| 705 | KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC | DAYTONA BEACH | 139806 | $400.1M | 9 | 2026-03-31 | → |
| 706 | MENDEL CAPITAL MANAGEMENT, LLC | LITTLE ROCK | 311919 | $272.3M | 3 | 2026-03-31 | → |
| 707 | Z3 CAPITAL PARTNERS, LLC | RICHMOND | 336791 | $466.8M | 5 | 2026-03-31 | → |
| 708 | FAMILYWEALTH ASSET MANAGEMENT | LAKE MARY | 147869 | $177.0M | 4 | 2026-03-31 | → |
| 709 | ATTICUS WEALTH MANAGEMENT, LLC | PALM BEACH GARDENS | 296949 | $565.3M | 8 | 2026-05-31 | → |
| 710 | CANAL CAPITAL MANAGEMENT, LLC | RICHMOND | 164971 | $1.28B | 6 | 2026-06-30 | → |
| 711 | SUNCOAST EQUITY MANAGEMENT, LLC | TAMPA | 108289 | $2.11B | 12 | 2026-03-31 | → |
| 712 | CYNDEO WEALTH PARTNERS, LLC | ST. PETERSBURG | 307781 | $3.15B | 28 | 2026-06-30 | → |
| 713 | GILLILAND JETER WEALTH MANAGEMENT, LLC | LITTLE ROCK | 324403 | $569.1M | 4 | 2026-02-28 | → |
| 714 | HHM WEALTH ADVISORS, LLC | CHATTANOOGA | 150843 | $1.47B | 20 | 2026-03-31 | → |
| 715 | LIVE OAK PRIVATE WEALTH, LLC | WILMINGTON | 297904 | $1.32B | 12 | 2026-04-30 | → |
| 716 | COMPTON WEALTH ADVISORY GROUP, LLC | VIRGINIA BEACH | 281732 | $800.3M | 10 | 2026-06-30 | → |
| 717 | GRATUS WEALTH ADVISORS LLC | VIRGINIA BEACH | 328641 | $822.2M | 9 | 2026-05-31 | → |
| 718 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | AUGUSTA | 297305 | $1.40B | 9 | 2026-03-31 | → |
| 719 | BUILDER INVESTMENT GROUP INC | ATLANTA | 107671 | $952.5M | 6 | 2026-03-31 | → |
| 720 | ATLAS BROWN, INC. | LOUISVILLE | 133408 | $605.2M | 9 | 2026-03-31 | → |
| 721 | WEAVER CAPITAL MANAGEMENT, LLC | SUWANEE | 135037 | $537.8M | 5 | 2026-06-30 | → |
| 722 | WINDWARD MANAGEMENT LP | MIAMI BEACH | 316224 | $110.5M | 3 | 2025-03-31 | → |
| 723 | FOUNDERS FINANCIAL ALLIANCE, LLC | RALEIGH | 173011 | $1.19B | 31 | 2026-03-31 | → |
| 724 | LBMC INVESTMENT ADVISORS LLC | BRENTWOOD | 108943 | $2.23B | 8 | 2026-03-31 | → |
| 725 | MCLAUGHLIN RYDER INVESTMENTS, INC. | ALEXANDRIA | 147529 | $522.1M | 3 | 2026-03-31 | → |
| 726 | NFSG CORPORATION | BOCA RATON | 130814 | $1.08B | 89 | 2026-03-31 | → |
| 727 | BILTMORE FAMILY OFFICE, LLC | CHARLOTTE | 167174 | $3.47B | 24 | 2026-03-31 | → |
| 728 | TRIARTISAN CAPITAL ADVISORS LLC | WEST PALM BEACH | 324138 | $1.56B | 7 | 2026-03-31 | → |
| 729 | ROLLINS FINANCIAL ADVISORS, LLC | ATLANTA | 312921 | $1.59B | 14 | 2026-04-30 | → |
| 730 | TIGEROAK MANAGEMENT, LLC | NASHVILLE | 330640 | $481.2M | 5 | 2026-02-28 | → |
| 731 | FUTURA ASSET ADVISORS LLC | CORAL GABLES | 136285 | $114.8M | 1 | 2026-04-30 | → |
| 732 | YANDELL INVESTMENTS, LLC | ORLANDO | 332642 | $171.0M | 2 | 2026-03-31 | → |
| 733 | UWHARRIE INVESTMENT ADVISORS, INC. | ALBEMARLE | 117592 | $337.8M | 14 | 2026-03-31 | → |
| 734 | COMPASS FINANCIAL MANAGEMENT LLC | TAMPA | 156345 | $893.8M | 33 | 2026-05-31 | → |
| 735 | BULL STREET ADVISORS, LLC | SAVANNAH | 304058 | $271.9M | 1 | 2026-03-31 | → |
| 736 | UNIQUE WEALTH, LLC | TAMPA | 312462 | $965.6M | 15 | 2026-03-31 | → |
| 737 | HOLDERNESS INVESTMENTS CO | GREENSBORO | 106530 | $660.7M | 8 | 2026-03-31 | → |
| 738 | EPG WEALTH MANAGEMENT LLC | ATLANTA | 302075 | $579.1M | 14 | 2026-03-31 | → |
| 739 | IFRAH FINANCIAL SERVICES, INC. | LITTLE ROCK | 136925 | $489.1M | 14 | 2026-02-28 | → |
| 740 | ABSHER WEALTH MANAGEMENT, LLC | CHAPEL HILL | 304642 | $1.26B | 9 | 2026-05-31 | → |
| 741 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 742 | RED TORTOISE, LLC | ATLANTA | 282509 | $382.3M | 4 | 2026-03-31 | → |
| 743 | CLARITY CAPITAL ADVISORS, LLC | LAKEWOOD RANCH | 282405 | $406.3M | 2 | 2026-02-28 | → |
| 744 | BIP WEALTH, LLC | ATLANTA | 143208 | $5.29B | 88 | 2026-06-30 | → |
| 745 | ALPINE ASSOCIATES MANAGEMENT INC. | PALM BEACH | 138901 | $2.09B | 26 | 2026-03-31 | → |
| 746 | HOROWITZ & COMPANY, INC. | FORT LAUDERDALE | 106737 | $180.7M | 2 | 2026-03-31 | → |
| 747 | WILKINS MILLER WEALTH MANAGEMENT, LLC | MOBILE | 162222 | $257.5M | 3 | 2026-03-31 | → |
| 748 | LIFEWEALTH INVESTMENTS, LLC | WINTER GARDEN | 332978 | $490.6M | 22 | 2026-03-31 | → |
| 749 | MW ADVISORY LLC | ATLANTA | 338634 | $160.7M | 9 | 2026-06-30 | → |
| 750 | SHAYNE & JACOBS, LLC | NASHVILLE | 109423 | $429.5M | 5 | 2026-03-31 | → |
| 751 | STOKES CAPITAL ADVISORS, LLC | GREENWOOD | 281278 | $499.4M | 2 | 2026-02-28 | → |
| 752 | TARGETED FINANCIAL SERVICES, LLC | SEMINOLE | 129049 | $353.4M | 5 | 2026-03-31 | → |
| 753 | HARVEY CAPITAL MANAGEMENT INC | PALM BEACH | 106224 | $579.4M | 5 | 2026-03-31 | → |
| 754 | FOSTER VICTOR WEALTH ADVISORS, LLC | GREENVILLE | 283656 | $2.64B | 42 | 2026-03-31 | → |
| 755 | PIEDMONT CAPITAL MANAGEMENT, LLC | GREENBORO | 155682 | $495.6M | 24 | 2026-03-31 | → |
| 756 | PROFESSIONAL ADVISORY SERVICES INC | VERO BEACH | 105397 | $1.26B | 13 | 2026-03-31 | → |
| 757 | PSI ADVISORS, LLC | TAMPA | 285880 | $800.9M | 22 | 2026-03-31 | → |
| 758 | PHILIP JAMES WEALTH MANAGEMENT, LLC | ALPHARETTA | 297517 | $930.6M | 9 | 2026-05-31 | → |
| 759 | BROWN | MILLER WEALTH MANAGEMENT, LLC | MCLEAN | 305742 | $991.1M | 11 | 2026-04-30 | → |
| 760 | STRATEGIC BLUEPRINT, LLC | ATLANTA | 284840 | $2.54B | 56 | 2026-05-31 | → |
| 761 | MORRIS & WELLS WEALTH MANAGEMENT | CHARLOTTESVILLE | 162411 | $987.9M | 2 | 2026-03-31 | → |
| 762 | MAYFAIR ADVISORY GROUP, LLC | BIRMINGHAM | 304668 | $806.4M | 4 | 2026-02-28 | → |
| 763 | PROFFITT & GOODSON INC. | KNOXVILLE | 105278 | $797.7M | 9 | 2026-04-30 | → |
| 764 | ADDITIVE ADVISORY PBC | MEMPHIS | 283979 | $140.9M | 3 | 2026-03-31 | → |
| 765 | FINANCIAL PARTNERS GROUP, LLC | GALLATIN | 165856 | $638.6M | 6 | 2025-03-31 | → |
| 766 | TIMONIER FAMILY OFFICE, LTD. | WINSTON SALEM | 150748 | $388.8M | 8 | 2026-02-28 | → |
| 767 | ARBOR INVESTMENT ADVISORS, LLC | WINSTON SALEM | 111077 | $1.29B | 8 | 2026-03-31 | → |
| 768 | WOODARD & CO ASSET MANAGEMENT GROUP INC | BERMUDA RUN | 108199 | $1.17B | 5 | 2026-04-30 | → |
| 769 | VIGIL WEALTH MANAGEMENT, LLC | PONTE VEDRA BEACH | 299619 | $186.0M | 4 | 2026-03-31 | → |
| 770 | HARBOUR WEALTH MANAGEMENT GROUP, INC. | DANIEL ISLAND | 314496 | $266.2M | 5 | 2026-05-31 | → |
| 771 | CASCADES CAPITAL ASSET MANAGEMENT, LLC | GREENSBORO | 167102 | $383.3M | 3 | 2026-03-31 | → |
| 772 | RIDGEPATH CAPITAL MANAGEMENT LLC | KNOXVILLE | 283343 | $358.9M | 5 | 2026-02-28 | → |
| 773 | EQV ADVISORY, LLC | RALEIGH | 338271 | $106.8M | 6 | 2026-01-31 | → |
| 774 | BROOKS, MOORE & ASSOCIATES, INC. | CHATTANOOGA | 105716 | $348.9M | 5 | 2026-03-31 | → |
| 775 | FINANCIAL INDEPENDENCE ADVISORS, LLC | JACKSONVILLE | 317193 | $161.0M | 6 | 2026-01-31 | → |
| 776 | NEIL JESANI WEALTH MANAGEMENT, LLC | SUNRISE | 322345 | $194.2M | 13 | 2026-05-31 | → |
| 777 | FREEGULLIVER, L.L.C. | NEW ORLEANS | 117040 | $836.6M | 17 | 2026-04-30 | → |
| 778 | MISSION VALUE PARTNERS, LLC | NASHVILLE | 153704 | $303.2M | 4 | 2026-03-31 | → |
| 779 | H. L. ORMOND & COMPANY, LLC | GREENVILLE | 313593 | $401.4M | 7 | 2026-05-31 | → |
| 780 | 55 NORTH PRIVATE WEALTH, LLC | WINTER PARK | 325325 | $581.3M | 8 | 2026-03-31 | → |
| 781 | SILVER OAK SECURITIES INCORPORATED | JACKSON | 46947 | $2.45B | 103 | 2026-05-31 | → |
| 782 | SPECTRA INVESTMENT MANAGEMENT, LLC | STUART | 288145 | $306.8M | 3 | 2026-03-31 | → |
| 783 | WELLSPRING WEALTH MANAGEMENT LLC | ALPHARETTA | 134834 | $584.8M | 8 | 2026-03-31 | → |
| 784 | VINES CAPITAL MANAGEMENT, LLC | MONROE | 298727 | $192.2M | 3 | 2026-05-31 | → |
| 785 | GOOD LIFE ADVISORS, LLC | CELEBRATION | 171898 | $4.35B | 135 | 2026-03-31 | → |
| 786 | CHASE INVESTMENT COUNSEL CORPORATION | CHARLOTTESVILLE | 104648 | $509.8M | 7 | 2026-03-31 | → |
| 787 | BONAVENTURE CAPITAL, LLC | BIRMINGHAM | 120780 | $493.8M | 3 | 2026-03-31 | → |
| 788 | REICHARD CAPITAL, LLC | CHARLOTTE | 305695 | $341.0M | 4 | 2026-03-31 | → |
| 789 | PEREGRINE INVESTMENT ADVISORS, LLC | MADISON | 153081 | $368.4M | 4 | 2026-02-28 | → |
| 790 | CATAWBA RIVER CAPITAL | LAKE WYLIE | 134217 | $325.1M | 4 | 2026-02-28 | → |
| 791 | BROYHILL ASSET MANAGEMENT, LLC | CHARLOTTE | 120462 | $204.5M | 6 | 2026-03-31 | → |
| 792 | IRONSIDES ASSET ADVISORS, LLC | ROCKY MOUNT | 161683 | $1.42B | 3 | 2026-02-28 | → |
| 793 | CARDINAL STRATEGIC WEALTH GUIDANCE, LLC | LOUISVILLE | 283226 | $617.7M | 11 | 2026-03-31 | → |
| 794 | THE PATTEN GROUP, INC. | CHATTANOOGA | 168255 | $725.1M | 11 | 2026-03-31 | → |
| 795 | BOCA WEALTH ADVISORS, LLC | BOCA RATON | 108038 | $378.6M | 2 | 2026-01-31 | → |
| 796 | IBEX WEALTH ADVISORS, LLC | WEST PALM BEACH | 168674 | $1.28B | 10 | 2026-03-31 | → |
| 797 | THE WELCH GROUP, LLC | BIRMINGHAM | 111273 | $3.68B | 28 | 2026-03-31 | → |
| 798 | EVERGREEN WEALTH ADVISORS | RALEIGH | 326535 | $112.5M | 18 | 2026-03-31 | → |
| 799 | EJF CAPITAL LP | ARLINGTON | 138854 | $6.10B | 44 | 2026-04-30 | → |
| 800 | HEADLAND CAPITAL, LLC | MT. PLEASANT | 332277 | $559.3M | 19 | 2026-06-30 | → |
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