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 | |
|---|---|---|---|---|---|---|---|
| 801 | PELICAN INVESTMENT ADVISORS, LLC | BATON ROUGE | 313227 | $128.5M | 12 | 2026-06-30 | → |
| 802 | DMC GROUP, LLC | BIRMINGHAM | 174077 | $176.7M | 3 | 2026-03-31 | → |
| 803 | DAI WEALTH, LLC | ATLANTA | 138938 | $330.0M | 40 | 2026-03-31 | → |
| 804 | AVENIR CORPORATION | ALEXANDRIA | 110545 | $849.3M | 6 | 2026-03-31 | → |
| 805 | TBH GLOBAL ASSET MANAGEMENT, LLC | BRENTWOOD | 145536 | $1.48B | 22 | 2026-03-31 | → |
| 806 | CULLEN INVESTMENT GROUP, LTD. | LAFAYETTE | 18266 | $910.0M | 11 | 2026-03-31 | → |
| 807 | 401K GENERATION | ALTAMONTE SPRINGS, | 154279 | $156.4M | 35 | 2026-03-31 | → |
| 808 | WEALTHSHIELD PARTNERS, LLC | CARY | 169584 | $1.27B | 23 | 2026-03-31 | → |
| 809 | GIRAFFES, INC. | COLUMBUS | 157616 | $1.09B | 19 | 2026-06-30 | → |
| 810 | OPENARC CORPORATE ADVISORY, LLC | ATLANTA | 336837 | $10.09B | 146 | 2026-05-31 | → |
| 811 | BIP ALLIANCE, LLC | ATLANTA | 330528 | $328.1M | 5 | 2025-03-31 | → |
| 812 | NEWCORP FINANCIAL SERVICES, INC. | ALPHARETTA | 297125 | $177.1M | 3 | 2026-02-28 | → |
| 813 | HMS CAPITAL MANAGEMENT, LLC | NASHVILLE | 149764 | $281.9M | 8 | 2026-06-30 | → |
| 814 | BEACON WEALTH CONSULTANTS, INC. | ROANOKE | 154939 | $278.3M | 19 | 2026-06-30 | → |
| 815 | MELD FINANCIAL, INC. | BIRMINGHAM | 118896 | $776.4M | 15 | 2026-03-31 | → |
| 816 | EVANS INVESTMENT ADVISORS, L.L.C. | BATON ROUGE | 147000 | $390.7M | 5 | 2026-03-31 | → |
| 817 | KEYSTONE FINANCIAL GROUP, LLC | LEXINGTON | 170201 | $2.34B | 49 | 2026-03-31 | → |
| 818 | PALM VALLEY CAPITAL MANAGEMENT LLC | JACKSONVILLE BEACH | 299896 | $281.6M | 2 | 2026-01-31 | → |
| 819 | BALLAST, INC. | LEXINGTON | 152695 | $751.5M | 12 | 2026-02-28 | → |
| 820 | THE GLEASON GROUP, INC. | PROSPECT | 175104 | $1.61B | 11 | 2026-06-30 | → |
| 821 | FFG PARTNERS, LLC | FORT LAUDERDALE | 318641 | $567.4M | 8 | 2026-03-31 | → |
| 822 | STRATHMORE CAPITAL ADVISORS, INC. | CHARLOTTE | 135008 | $805.0M | 17 | 2026-03-31 | → |
| 823 | RELIANT INVESTMENT PARTNERS, LLC | PINEHURST | 297369 | $268.3M | 6 | 2026-03-31 | → |
| 824 | FLAHARTY ASSET MANAGEMENT, LLC | CLEARWATER | 168495 | $901.6M | 10 | 2026-03-31 | → |
| 825 | PHYSICIANS FINANCIAL SERVICES, INC. | RALEIGH | 118519 | $482.3M | 6 | 2026-03-31 | → |
| 826 | BETTER WAY LLC | BAL HARBOUR | 300305 | $107.3M | 2 | 2026-05-31 | → |
| 827 | CAPITAL MANAGEMENT LLC | GREENSBORO | 109416 | $383.0M | 3 | 2026-03-31 | → |
| 828 | AULL & MONROE INVESTMENT MANAGEMENT CORP | MOBILE | 104830 | $323.2M | 5 | 2026-03-31 | → |
| 829 | AURORA INVESTMENT MANAGERS, LLC | NAPLES | 146325 | $358.7M | 4 | 2026-02-28 | → |
| 830 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 831 | RIVERPLACE CAPITAL MANAGEMENT INC | JACKSONVILLE | 109079 | $267.4M | 6 | 2026-04-30 | → |
| 832 | BLUEPRINT FINANCIAL ADVISORS LLC | CHARLOTTE | 315570 | $966.6M | 35 | 2026-04-30 | → |
| 833 | JFA ADVISORS, LLC | GREENVILLE | 144039 | $175.0M | 2 | 2026-05-31 | → |
| 834 | BETA CAPITAL MANAGEMENT LLC | MIAMI | 154894 | $506.6M | 16 | 2026-03-31 | → |
| 835 | MORSE CAPITAL PARTNERS, LLC | RICHMOND | 146383 | $246.1M | 4 | 2025-03-31 | → |
| 836 | CARPENTER, CLAYDON ADVISORS, INC. | MAITLAND | 143516 | $294.9M | 3 | 2026-03-31 | → |
| 837 | INVENIO WEALTH PARTNERS, LLC | CORAL GABLES | 323039 | $364.0M | 5 | 2026-06-30 | → |
| 838 | STRATEGIC ADVISORY PARTNERS, LLC | GREENSBORO | 314842 | $191.4M | 8 | 2026-03-31 | → |
| 839 | CRAVENS & COMPANY ADVISORS, LLC | COOKEVILLE | 130071 | $311.1M | 6 | 2026-05-31 | → |
| 840 | CONSILIUM INVESTMENT MANAGEMENT LLC | FORT LAUDERDALE | 131934 | $540.6M | 17 | 2026-06-30 | → |
| 841 | DISCIPLINE WEALTH SOLUTIONS, INC. | GREENVILLE | 315846 | $746.7M | 18 | 2026-06-30 | → |
| 842 | ATLANTIC FAMILY WEALTH, LLC | CORAL GABLES | 171062 | $210.1M | 4 | 2026-03-31 | → |
| 843 | PALACIOS WEALTH MANAGEMENT, LLC | ORMOND BEACH | 327660 | $234.3M | 4 | 2026-02-28 | → |
| 844 | KEEN CAPITAL, LTD | CHAPIN | 145023 | $179.7M | 12 | 2026-05-31 | → |
| 845 | DAVID WEALTH MANAGEMENT, LLC | FAIRFAX | 164232 | $239.3M | 2 | 2025-01-31 | → |
| 846 | HEMINGTON WEALTH MANAGEMENT, LLC | FALLS CHURCH | 169024 | $1.06B | 16 | 2025-05-31 | → |
| 847 | CAPWEALTH ADVISORS, LLC | FRANKLIN | 148781 | $2.03B | 19 | 2026-03-31 | → |
| 848 | JOEL ADAMS AND ASSOCIATES INC. | ASHEVILLE | 319379 | $305.6M | 3 | 2026-02-28 | → |
| 849 | COURAGE MILLER PARTNERS, LLC | NORFOLK | 147360 | $480.7M | 4 | 2026-03-31 | → |
| 850 | NORTHWEST FINANCIAL ADVISORS LLC | HERNDON | 166769 | $1.24B | 37 | 2026-03-31 | → |
| 851 | ONE8ZERO8, LLC | GREENSBORO | 332702 | $644.6M | 5 | 2026-05-31 | → |
| 852 | HERITAGE FINANCIAL, LLC | GAINESVILLE | 285149 | $408.0M | 8 | 2026-06-30 | → |
| 853 | CANOPY 360 WEALTH, LLC | OCALA | 296771 | $382.8M | 9 | 2026-01-31 | → |
| 854 | GARTON AND ASSOCIATES FINANCIAL ADVISORS LLC | LOUISVILLE | 146493 | $215.4M | 10 | 2026-03-31 | → |
| 855 | INTEGRATED WEALTHCARE, LLC | DURHAM | 312929 | $218.2M | 11 | 2026-03-31 | → |
| 856 | G. A. REPPLE & COMPANY | CASSELBERRY | 17486 | $716.3M | 53 | 2026-03-31 | → |
| 857 | WELCY CAPITAL ADVISORS LLC | MIAMI | 154782 | $225.7M | 10 | 2026-03-31 | → |
| 858 | NOVUS ADVISORS, LLC | GREENVILLE | 157908 | $91.3M | 5 | 2026-04-30 | → |
| 859 | BASSAM WEALTH MANAGEMENT, LLC | PALM BEACH | 330695 | $241.0M | 3 | 2026-03-31 | → |
| 860 | CLOCKWISE CAPITAL LLC | MIAMI | 175233 | $67.5M | 3 | 2026-03-31 | → |
| 861 | CAMPION ASSET MANAGEMENT, LLC | FAIRFAX | 134002 | $228.8M | 3 | 2026-03-31 | → |
| 862 | ALLIANCE WEALTH STRATEGIES, LLC | LYNCHBURG | 173559 | $330.7M | 7 | 2026-03-31 | → |
| 863 | BAYSHORE ASSET MANAGEMENT, LLC | CORAL GABLES | 144191 | $740.1M | 4 | 2026-03-31 | → |
| 864 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | RICHMOND | 149842 | $1.02B | 9 | 2026-03-31 | → |
| 865 | TRUSCO INVESTMENT MANAGEMENT, LLC | NASHVILLE | 285736 | $107.0M | 2 | 2026-02-28 | → |
| 866 | TAR RIVER WEALTH PLANNING, LLC | LOUISBURG | 328530 | $401.2M | 9 | 2026-02-28 | → |
| 867 | UYANA PARTNERS LLC | MIAMI | 300280 | $115.0M | 8 | 2026-04-30 | → |
| 868 | DUMAINE INVESTMENTS LLC | NEW ORLEANS | 306481 | $227.0M | 4 | 2026-03-31 | → |
| 869 | BCR WEALTH STRATEGIES, LLC | VESTAVIA | 119670 | $528.1M | 11 | 2026-01-31 | → |
| 870 | CENTURION WEALTH MANAGEMENT, LLC | MCLEAN | 317929 | $784.0M | 14 | 2026-06-30 | → |
| 871 | VISION ONE MANAGEMENT PARTNERS, LP | MIAMI | 316551 | $184.7M | 6 | 2026-03-31 | → |
| 872 | THE HIGH NET WORTH ADVISORY GROUP, LLC | NAPLES | 309997 | $861.7M | 9 | 2026-01-31 | → |
| 873 | PARAGON PRIVATE WEALTH MANAGEMENT LLC | LEXINGTON | 312817 | $457.9M | 6 | 2026-03-31 | → |
| 874 | BUCHANAN WEALTH MANAGEMENT, LLC | RESTON | 316629 | $212.0M | 4 | 2026-03-31 | → |
| 875 | RESOLUTE WEALTH STRATEGIES, LLC | JACKSON | 318599 | $387.6M | 7 | 2026-03-31 | → |
| 876 | ARGO WEALTH ADVISORY, LLC | MCLEAN | 334041 | $256.2M | 2 | 2025-12-31 | → |
| 877 | WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. | LEXINGTON | 289163 | $186.7M | 2 | 2026-03-31 | → |
| 878 | GLOBAL WEALTH MANAGEMENT, L.C. | DEERFIELD BEACH | 150743 | $184.2M | 4 | 2026-03-31 | → |
| 879 | HENDERSON FINANCIAL GROUP LLC | VIRGINIA BEACH | 333013 | $136.4M | 5 | 2026-06-30 | → |
| 880 | ARGENT WEALTH, LLC | RIDGELAND | 311685 | $487.3M | 11 | 2026-03-31 | → |
| 881 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | BOCA RATON | 126767 | $1.20B | 12 | 2026-03-31 | → |
| 882 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | FLORENCE | 121006 | $460.5M | 9 | 2026-03-31 | → |
| 883 | SARD WEALTH MANAGEMENT GROUP, LLC | ATLANTA | 123457 | $464.0M | 3 | 2026-02-28 | → |
| 884 | LIFESTYLE FREEDOM ADVISORY GROUP, LLC | BRADENTON | 283512 | $156.8M | 5 | 2026-03-31 | → |
| 885 | COUNCILMARK ASSET MANAGEMENT, LLC | KNOXVILLE | 111748 | $270.8M | 3 | 2026-03-31 | → |
| 886 | MONEYWISE INC | FOREST | 105103 | $449.2M | 10 | 2026-02-28 | → |
| 887 | MERIDIAN FINANCIAL PARTNERS LLC | WARRENTON | 281969 | $627.6M | 7 | 2026-03-31 | → |
| 888 | RESOURCE 1, INC. | NORFOLK | 115816 | $132.7M | 2 | 2026-03-31 | → |
| 889 | ALLGEN FINANCIAL ADVISORS, INC. | ORLANDO | 126877 | $475.2M | 17 | 2026-03-31 | → |
| 890 | J. L. BAINBRIDGE & CO., INC. | SARASOTA | 108058 | $1.37B | 11 | 2026-03-31 | → |
| 891 | TOTAL SOLUTIONS ENTERPRISE LLC | CHARLOTTE | 318036 | $305.0M | 8 | 2026-04-30 | → |
| 892 | SAPERE WEALTH MANAGEMENT, LLC | MATTHEWS | 119598 | $604.8M | 7 | 2026-03-31 | → |
| 893 | GLOBAL FINANCIAL PRIVATE CLIENT, LLC | SARASOTA | 290006 | $828.3M | 6 | 2026-03-31 | → |
| 894 | ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC | BOCA RATON | 288030 | $193.5M | 5 | 2026-03-31 | → |
| 895 | MMBG INVESTMENT ADVISORS CO. | MIAMI | 285263 | $2.98B | 14 | 2026-03-31 | → |
| 896 | HILTON HEAD FINANCIAL ADVISORS, INC. | HILTON HEAD | 140249 | $375.1M | 3 | 2026-03-31 | → |
| 897 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | ALEXANDRIA | 165689 | $1.60B | 39 | 2026-04-30 | → |
| 898 | FAMILY WEALTH PARTNERS, LLC | MATTHEWS | 317764 | $392.4M | 11 | 2026-05-31 | → |
| 899 | PATHFINDER WEALTH CONSULTING, INC. | WILMINGTON | 336658 | $865.5M | 17 | 2026-03-31 | → |
| 900 | SINGER WEALTH ADVISORS LLC | BOCA RATON | 317218 | $782.4M | 40 | 2026-02-28 | → |
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