Research Report · 2026-06-30
Largest Registered Investment Advisers in the Southeast
SEC-registered investment advisers based in the Southeast ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
2,728
Total AUM
$11.72T
Median AUM
$378.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1001 | PERSIUM ADVISORS, LLC | ATLANTA | 128335 | $583.6M | 13 | 2026-03-31 | → |
| 1002 | VINE INVESTMENT ADVISORS, LP | PALM BEACH GARDENS | 157341 | $583.5M | 1 | 2026-03-31 | → |
| 1003 | 55 NORTH PRIVATE WEALTH, LLC | WINTER PARK | 325325 | $581.3M | 8 | 2026-03-31 | → |
| 1004 | DEMPSEY LORD SMITH, LLC | ROME | 141238 | $580.5M | 92 | 2026-01-31 | → |
| 1005 | HARVEY CAPITAL MANAGEMENT INC | PALM BEACH | 106224 | $579.4M | 5 | 2026-03-31 | → |
| 1006 | EPG WEALTH MANAGEMENT LLC | ATLANTA | 302075 | $579.1M | 14 | 2026-03-31 | → |
| 1007 | SILVERVIEW CREDIT PARTNERS LP | TAMPA | 282955 | $577.3M | 14 | 2026-03-31 | → |
| 1008 | BROGAN FINANCIAL, INC. | KNOXVILLE | 133623 | $577.0M | 31 | 2026-03-31 | → |
| 1009 | MONTAG & CALDWELL LLC | ATLANTA | 104841 | $577.0M | 14 | 2025-03-31 | → |
| 1010 | REZNY WEALTH MANAGEMENT, INC. | FORT MYERS | 109638 | $576.0M | 7 | 2026-05-31 | → |
| 1011 | DOMAIN TIMBER ADVISORS, LLC | ATLANTA | 287750 | $575.9M | 28 | 2026-03-31 | → |
| 1012 | SOUTHOCEAN CAPITAL PARTNERS, LLC | FT. LAUDERDALE | 171580 | $575.3M | 8 | 2026-03-31 | → |
| 1013 | BURKETT FINANCIAL SERVICES, LLC | ROCK HILL | 140168 | $572.6M | 7 | 2026-02-28 | → |
| 1014 | THE ITHAKA GROUP, LLC | ARLINGTON | 146975 | $572.1M | 7 | 2026-03-31 | → |
| 1015 | FAMILY WMS, LLC | ATHENS | 126456 | $571.6M | 8 | 2026-02-28 | → |
| 1016 | SANCHEZ WEALTH MANAGEMENT GROUP, LLC | JACKSONVILLE | 169274 | $571.2M | 3 | 2026-02-28 | → |
| 1017 | TYRO CAPITAL MANAGEMENT, LLC | MIAMI | 312329 | $570.9M | 6 | 2026-04-30 | → |
| 1018 | INCA INVESTMENTS, LLC | MIAMI | 131194 | $569.6M | 9 | 2026-04-30 | → |
| 1019 | GILLILAND JETER WEALTH MANAGEMENT, LLC | LITTLE ROCK | 324403 | $569.1M | 4 | 2026-02-28 | → |
| 1020 | DRIFTWOOD ADVISORS, LLC | CORAL GABLES | 307316 | $568.8M | 52 | 2026-06-30 | → |
| 1021 | BR CAPITAL ADVISORS LLC | CORAL GABLES | 310003 | $568.4M | 6 | 2026-03-31 | → |
| 1022 | FCG INVESTMENT COMPANY | GERMANTOWN | 308192 | $568.2M | 10 | 2026-02-28 | → |
| 1023 | FFG PARTNERS, LLC | FORT LAUDERDALE | 318641 | $567.4M | 8 | 2026-03-31 | → |
| 1024 | WHITE WOLF CAPITAL ADVISORS, LLC | MIAMI | 311816 | $566.8M | 19 | 2026-03-31 | → |
| 1025 | DECKER WEALTH MANAGEMENT, LLC | NASHVILLE | 150094 | $566.2M | 7 | 2026-03-31 | → |
| 1026 | FIRST KENTUCKY SECURITIES CORPORATION | LOUISVILLE | 7524 | $566.0M | 19 | 2025-12-31 | → |
| 1027 | ATTICUS WEALTH MANAGEMENT, LLC | PALM BEACH GARDENS | 296949 | $565.3M | 8 | 2026-05-31 | → |
| 1028 | DOWNTOWN WEALTH STUDIOS, LLC | MIAMI | 325213 | $563.5M | 5 | 2026-03-31 | → |
| 1029 | DARA CAPITAL US, INC. | MIAMI | 153544 | $563.1M | 3 | 2026-03-31 | → |
| 1030 | CAPITOL PRIVATE WEALTH GROUP LLC | VIENNA | 283257 | $562.1M | 8 | 2026-04-30 | → |
| 1031 | VAN LEEUWEN & ASSOCIATES, INC. | RICHMOND | 289463 | $559.4M | 3 | 2026-03-31 | → |
| 1032 | HEADLAND CAPITAL, LLC | MT. PLEASANT | 332277 | $559.3M | 19 | 2026-06-30 | → |
| 1033 | PAULSON WEALTH MANAGEMENT INC. | WEST PALM BEACH | 150374 | $558.9M | 11 | 2026-03-31 | → |
| 1034 | WEALTH SCIENCE ADVISORS LLC | ALPHARETTA | 321031 | $558.7M | 9 | 2026-03-31 | → |
| 1035 | HOBART PRIVATE CAPITAL, LLC | CHARLOTTE | 168494 | $558.2M | 18 | 2026-06-30 | → |
| 1036 | F&V CAPITAL MANAGEMENT, L.L.C. | BOCA RATON | 146399 | $557.8M | 7 | 2026-02-28 | → |
| 1037 | FINANCIAL HARVEST, LLC | WINTER PARK | 148271 | $557.4M | 9 | 2026-02-28 | → |
| 1038 | KIMERY WEALTH MANAGEMENT, LLC | MEMPHIS | 288229 | $555.0M | 10 | 2026-03-31 | → |
| 1039 | GLOBAL VIEW INVESTMENT ADVISORS, LLC | GREENVILLE | 145499 | $553.8M | 8 | 2026-02-28 | → |
| 1040 | LAS OLAS CAPITAL ADVISORS, LLC | FORT LAUDERDALE | 175077 | $551.9M | 8 | 2026-03-31 | → |
| 1041 | GLOBAL ASSETS ADVISORY, LLC | ORLANDO | 300460 | $551.7M | 29 | 2026-06-30 | → |
| 1042 | TRG ADVISORS, INC. | LAKEWOOD RANCH | 297171 | $547.7M | 3 | 2025-03-31 | → |
| 1043 | TRUEWEALTH ADVISORS, LLC | HOOVER | 298838 | $547.5M | 21 | 2026-03-31 | → |
| 1044 | MACH-1 FINANCIAL GROUP, LLC | ROGERS | 298195 | $546.3M | 20 | 2026-04-30 | → |
| 1045 | TSW II CAPITAL ADVISORS, LLC | CHATTANOOGA | 157380 | $544.5M | 7 | 2026-03-31 | → |
| 1046 | ONEASCENT FAMILY OFFICE LLC | BIRMINGHAM | 323305 | $544.5M | 14 | 2026-04-30 | → |
| 1047 | GRAVITALIX FINANCIAL LLC | CORAL SPRINGS | 340206 | $542.5M | 2 | 2026-04-30 | → |
| 1048 | JUNO FINANCIAL GROUP LLC | RICHMOND | 336362 | $541.9M | 8 | 2026-02-28 | → |
| 1049 | ARISTIDES CAPITAL LLC | LOUISVILLE | 162368 | $541.4M | 11 | 2026-05-31 | → |
| 1050 | COMPOUND FAMILY OFFICES, LLC | SARASOTA | 298776 | $540.8M | 6 | 2026-04-30 | → |
| 1051 | DIVIDEND ASSETS CAPITAL, LLC | RIDGELAND | 129973 | $540.8M | 7 | 2026-03-31 | → |
| 1052 | CONSILIUM INVESTMENT MANAGEMENT LLC | FORT LAUDERDALE | 131934 | $540.6M | 17 | 2026-06-30 | → |
| 1053 | MORRIS FINANCIAL CONCEPTS, INC. | MOUNT PLEASANT | 114862 | $538.4M | 10 | 2026-03-31 | → |
| 1054 | WEAVER CAPITAL MANAGEMENT, LLC | SUWANEE | 135037 | $537.8M | 5 | 2026-06-30 | → |
| 1055 | REDMOND ASSET MANAGEMENT, LLC | HENRICO | 138706 | $537.2M | 6 | 2026-04-30 | → |
| 1056 | NOVAPOINT CAPITAL LLC | ATLANTA | 173663 | $536.2M | 6 | 2026-03-31 | → |
| 1057 | FINANCIAL INNOVATIONS, LLC | ATLANTA | 142769 | $535.2M | 2 | 2026-03-31 | → |
| 1058 | JACKSONVILLE WEALTH MANAGEMENT, LLC | JACKSONVILLE | 309312 | $533.5M | 13 | 2026-02-28 | → |
| 1059 | FOUNDERS GROVE WEALTH PARTNERS, LLC | RICHMOND | 331352 | $532.3M | 4 | 2026-03-31 | → |
| 1060 | MONUMENT CAPITAL MANAGEMENT, LLC | ALEXANDRIA | 159882 | $531.7M | 11 | 2026-03-31 | → |
| 1061 | CEETO CAPITAL GROUP, LLC | CORAL GABLES | 286538 | $531.4M | 4 | 2026-03-31 | → |
| 1062 | SARDIS GROUP, LLC | ATLANTA | 333854 | $531.2M | 6 | 2026-03-31 | → |
| 1063 | CAP91 PARTNERS MANAGEMENT LLC | RICHMOND | 324057 | $531.0M | 9 | 2026-03-31 | → |
| 1064 | SECURITIZE CAPITAL LLC | MIAMI | 315859 | $530.2M | 2 | 2026-06-30 | → |
| 1065 | BENEFIT FIDUCIARY GROUP LLC | RICHMOND | 291252 | $529.4M | 2 | 2026-01-31 | → |
| 1066 | BENEDICT FINANCIAL ADVISORS, INC. | ATLANTA | 116690 | $529.4M | 7 | 2026-03-31 | → |
| 1067 | COOK WEALTH, LLC | RALEIGH | 170372 | $529.4M | 29 | 2025-02-28 | → |
| 1068 | BCR WEALTH STRATEGIES, LLC | VESTAVIA | 119670 | $528.1M | 11 | 2026-01-31 | → |
| 1069 | NOBLE FAMILY WEALTH, LLC | CLEARWATER | 315152 | $527.5M | 9 | 2026-05-31 | → |
| 1070 | COMPASS FINANCIAL ADVISORY SERVICES, LLC | ORMOND BEACH | 316843 | $527.2M | 12 | 2026-02-28 | → |
| 1071 | COMPASS GROUP INVESTMENTS SOLUTIONS LLC | MIAMI | 305680 | $526.8M | 17 | 2026-03-31 | → |
| 1072 | RDL FINANCIAL, INC. | FAIRFAX | 111647 | $526.8M | 13 | 2025-04-30 | → |
| 1073 | CONVERGENCE INVESTMENT PARTNERS, LLC | PALM BEACH GARDENS | 148472 | $523.6M | 5 | 2026-03-31 | → |
| 1074 | CHURCHILL FINANCIAL ADVISORS, LLC | LOUISVILLE | 333071 | $522.9M | 5 | 2026-03-31 | → |
| 1075 | EVERGREEN ADVISORS, LLC | CHATTANOOGA | 149861 | $522.8M | 6 | 2026-03-31 | → |
| 1076 | MCLAUGHLIN RYDER INVESTMENTS, INC. | ALEXANDRIA | 147529 | $522.1M | 3 | 2026-03-31 | → |
| 1077 | LEADING EDGE FINANCIAL PLANNING LLC | KNOXVILLE | 277149 | $521.8M | 15 | 2026-06-30 | → |
| 1078 | DISCIPLINED EQUITY MANAGEMENT, INC. | NEPTUNE BEACH | 129436 | $521.0M | 4 | 2026-02-28 | → |
| 1079 | ZURAW FINANCIAL ADVISORS, LLC | GREENSBORO | 173129 | $519.9M | 3 | 2026-02-28 | → |
| 1080 | ALTERA PRIVATE ACCESS, LLC | ATLANTA | 287467 | $519.1M | 13 | 2026-05-31 | → |
| 1081 | COUNCIL CAPITAL FUNDS MANAGEMENT, LLC | NASHVILLE | 174036 | $518.6M | 18 | 2026-03-31 | → |
| 1082 | BICYCLE MANAGEMENT COMPANY, L.P. | COCONUT GROVE | 328090 | $518.5M | 10 | 2026-03-31 | → |
| 1083 | ALTIUM INVESTMENT STRATEGIES LLC | WESLEY CHAPEL | 333950 | $517.7M | 8 | 2026-03-31 | → |
| 1084 | THE MAIN STREET GROUP, LTD | GLEN ALLEN | 175502 | $515.3M | 13 | 2026-05-31 | → |
| 1085 | UHLER VERTICH WHITE ADVISORS, LLC | FORT MYERS | 130716 | $513.7M | 11 | 2026-04-30 | → |
| 1086 | WISER WEALTH MANAGEMENT, INC | MARIETTA | 125282 | $513.6M | 11 | 2026-06-30 | → |
| 1087 | PHARVISION ADVISERS, LLC | BOCA RATON | 311739 | $513.2M | 2 | 2026-03-31 | → |
| 1088 | CLIENT 1ST ADVISORY GROUP LLC | DUNEDIN | 167790 | $511.5M | 8 | 2026-03-31 | → |
| 1089 | DEFENDER CAPITAL LLC | CHARLOTTE | 159607 | $510.0M | 3 | 2026-01-31 | → |
| 1090 | CHASE INVESTMENT COUNSEL CORPORATION | CHARLOTTESVILLE | 104648 | $509.8M | 7 | 2026-03-31 | → |
| 1091 | ASPIRE PRIVATE CAPITAL, LLC | CORNELIUS | 154116 | $509.7M | 9 | 2026-03-31 | → |
| 1092 | HIGHBROOK CAPITAL PARTNERS LLC | ATLANTA | 338408 | $509.1M | 6 | 2026-03-31 | → |
| 1093 | INSTRUMENTAL WEALTH, LLC | TAMPA | 310788 | $508.0M | 12 | 2026-03-31 | → |
| 1094 | WEALTHCREST FINANCIAL SERVICES, LLC | SPRINGFIELD | 130049 | $507.5M | 9 | 2026-03-31 | → |
| 1095 | PINE HARBOR WEALTH MANAGEMENT LLC | FAIRFAX | 317352 | $507.1M | 2 | 2026-02-28 | → |
| 1096 | KAUFMAN ROSSIN WEALTH, LLC | MIAMI | 301921 | $506.7M | 11 | 2026-03-31 | → |
| 1097 | BETA CAPITAL MANAGEMENT LLC | MIAMI | 154894 | $506.6M | 16 | 2026-03-31 | → |
| 1098 | STONY POINT WEALTH MANAGEMENT INC. | RICHMOND | 210519 | $506.1M | 8 | 2026-03-31 | → |
| 1099 | FIRST ADVISORS NATIONAL, LLC | ATLANTA | 166212 | $505.9M | 65 | 2026-03-31 | → |
| 1100 | SELBY LANE CAPITAL, LLC | CHARLOTTESVILLE | 325345 | $505.4M | 15 | 2026-03-31 | → |
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