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 | |
|---|---|---|---|---|---|---|---|
| 1601 | UNISON ASSET MANAGEMENT LLC | AVENTURA | 288249 | $298.2M | 5 | 2026-03-31 | → |
| 1602 | OPINICUS CAPITAL, INC. | TAMPA | 168344 | $297.1M | 7 | 2026-03-31 | → |
| 1603 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | ALPHARETTA | 125490 | $297.0M | 4 | 2026-03-31 | → |
| 1604 | MATTERS CAPITAL LLC | CORAL GABLES | 333776 | $296.8M | 3 | 2026-06-30 | → |
| 1605 | COLBERT INVESTMENT MANAGEMENT CO | MIAMI | 108642 | $295.8M | 3 | 2026-03-31 | → |
| 1606 | ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC | ROSWELL | 322496 | $295.3M | 4 | 2025-03-31 | → |
| 1607 | DOUGLAS CAPITAL MANAGEMENT INC | JACKSONVILLE | 106262 | $295.2M | 4 | 2026-03-31 | → |
| 1608 | MARMO FINANCIAL GROUP, LLC | JOHNSON CITY | 143816 | $295.2M | 9 | 2026-03-31 | → |
| 1609 | CARPENTER, CLAYDON ADVISORS, INC. | MAITLAND | 143516 | $294.9M | 3 | 2026-03-31 | → |
| 1610 | ESTATE MANAGEMENT COUNSELORS,LLC | ATLANTA | 126624 | $294.3M | 4 | 2026-03-31 | → |
| 1611 | BAUGH & ASSOCIATES, LLC | ATLANTA | 136342 | $294.2M | 4 | 2026-03-31 | → |
| 1612 | LUKEN INVESTMENT ANALYTICS, LLC | BRENTWOOD | 169008 | $292.2M | 6 | 2026-05-31 | → |
| 1613 | APEX STRATEGIC WEALTH, LLC | CHATTANOOGA | 308569 | $292.1M | 8 | 2026-06-30 | → |
| 1614 | EFINANCIAL ALLIANCE, LLC | FRANKLIN | 161352 | $291.9M | 5 | 2026-04-30 | → |
| 1615 | MADDEN ADVISORY SERVICES, INC. | JACKSONVILLE | 112607 | $291.7M | 5 | 2026-05-31 | → |
| 1616 | DUDLEY CAPITAL MANAGEMENT LLC | MIDDLEBURG | 282958 | $291.7M | 3 | 2026-04-30 | → |
| 1617 | THIRD EYE CAPITAL MANAGEMENT, LLC | MIAMI BEACH | 287819 | $291.3M | 1 | 2026-06-30 | → |
| 1618 | LOCKSHIELD PARTNERS, INC. | GLASGOW | 175433 | $290.6M | 8 | 2026-03-31 | → |
| 1619 | BIRKS FINANCIAL CORP. | HERNDON | 118623 | $290.6M | 3 | 2026-06-30 | → |
| 1620 | CIFC PRIVATE CREDIT MANAGEMENT LLC | MIAMI | 334020 | $289.9M | 200 | 2026-03-31 | → |
| 1621 | LEGACY WEALTH MANAGEMENT GROUP, INC. | LYNCHBURG | 322235 | $289.8M | 19 | 2026-03-31 | → |
| 1622 | ONE STONE PARTNERS L.L.C. | MIAMI | 163742 | $289.7M | 3 | 2026-03-31 | → |
| 1623 | PFG PRIVATE WEALTH MANAGEMENT, LLC | LUTZ | 282301 | $289.0M | 7 | 2026-03-31 | → |
| 1624 | CHATHAM CAPITAL MANAGEMENT, LLC | ATLANTA | 160961 | $288.9M | 8 | 2026-03-31 | → |
| 1625 | YELLOWSTONE CAPITAL PARTNERS US, LLC | GAINESVILLE | 324681 | $288.6M | 2 | 2026-04-30 | → |
| 1626 | OPTIVISE ADVISORY SERVICES LLC | FRANKLIN | 301764 | $287.9M | 25 | 2026-03-31 | → |
| 1627 | VALTRION CAPITAL MANAGEMENT, LLC | FRANKLIN | 318048 | $287.3M | 6 | 2026-03-31 | → |
| 1628 | SKYVIEW FINANCIAL GROUP, LLC | PONTE VEDRA BEACH | 310581 | $286.6M | 3 | 2026-03-31 | → |
| 1629 | BAU ADVISORS LLC | MIAMI | 301667 | $286.5M | 4 | 2026-03-31 | → |
| 1630 | N.L.C. LLC | BOCA RATON | 330231 | $286.1M | 2 | 2026-06-30 | → |
| 1631 | THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC | CLEARWATER | 326421 | $286.1M | 10 | 2026-03-31 | → |
| 1632 | PRESTON WEALTH ADVISORS, LLC. | RESTON | 165983 | $286.0M | 5 | 2026-03-31 | → |
| 1633 | OMNISTAR FINANCIAL GROUP, INC. | WILMINGTON | 138515 | $285.7M | 7 | 2026-05-31 | → |
| 1634 | THE PALMER KNIGHT COMPANY | JACKSONVILLE | 112983 | $285.4M | 2 | 2026-03-31 | → |
| 1635 | OAK ADVISORS, LLC | BLUFFTON | 137192 | $284.7M | 6 | 2026-02-28 | → |
| 1636 | CORNERSTONE WEALTH, LLC | GREENEVILLE | 313269 | $284.7M | 6 | 2026-03-31 | → |
| 1637 | MARTIN D. PARLATO & ASSOCIATES, INC. | PONTE VEDRA | 147403 | $284.6M | 1 | 2026-03-31 | → |
| 1638 | MOMENTUS MANAGER LLC | ARLINGTON | 324068 | $284.3M | 30 | 2026-05-31 | → |
| 1639 | SMITH, BROWN & GROOVER, INC. | MACON | 1329 | $284.2M | 7 | 2026-03-31 | → |
| 1640 | PENINSULA ASSET MANAGEMENT INC | BRADENTON | 108600 | $284.1M | 4 | 2026-03-31 | → |
| 1641 | CANE CAPITAL PARTNERS, LLC | SAINT FRANCISVILLE | 337468 | $284.1M | 5 | 2026-03-31 | → |
| 1642 | TAYLOR SECURITIES, INC. | BRENTWOOD | 17575 | $283.8M | 6 | 2025-01-31 | → |
| 1643 | FDI WEALTH MANAGEMENT, LLC | MIAMI | 292050 | $283.8M | 5 | 2026-03-31 | → |
| 1644 | PRIDEROCK FUND MANAGEMENT PARTNERS, LLC | PALM BEACH GARDENS | 297635 | $283.6M | 10 | 2026-03-31 | → |
| 1645 | VERISAIL PARTNERS, LLC | CHAMBLEE | 153751 | $283.6M | 6 | 2026-06-30 | → |
| 1646 | POM INVESTMENT STRATEGIES, LLC | RALEIGH | 317067 | $283.3M | 18 | 2026-04-30 | → |
| 1647 | FIG CAPITAL MANAGEMENT, LLC | JACKSONVILLE | 290099 | $283.0M | 0 | 2026-03-31 | → |
| 1648 | COVINGTONALSINA, LLC | JACKSONVILLE | 326810 | $282.9M | 5 | 2026-04-30 | → |
| 1649 | HMS CAPITAL MANAGEMENT, LLC | NASHVILLE | 149764 | $281.9M | 8 | 2026-06-30 | → |
| 1650 | BANYAN CAPITAL MANAGEMENT, INC. | ATLANTA | 108123 | $281.7M | 3 | 2026-02-28 | → |
| 1651 | COPPERLEAF CAPITAL, LLC | CLOVER | 117823 | $281.6M | 7 | 2026-06-30 | → |
| 1652 | PALM VALLEY CAPITAL MANAGEMENT LLC | JACKSONVILLE BEACH | 299896 | $281.6M | 2 | 2026-01-31 | → |
| 1653 | SUCCESSFUL PORTFOLIOS LLC | CLEARWATER | 152429 | $281.5M | 3 | 2026-03-31 | → |
| 1654 | BROOKLINE INVESTMENTS, INC. | BIRMINGHAM | 109239 | $281.5M | 3 | 2026-06-30 | → |
| 1655 | SMITH ASSET MANAGEMENT CO., LLC | CHIEFLAND | 127684 | $281.2M | 7 | 2026-05-31 | → |
| 1656 | RIVERBEND WEALTH MANAGEMENT, LLC | MYRTLE BEACH | 302031 | $281.0M | 8 | 2026-03-31 | → |
| 1657 | WMS ADVISORS, LLC | CHARLOTTE | 122224 | $280.9M | 7 | 2026-02-28 | → |
| 1658 | SEVEN HILLS FINANCIAL, LLC | TALLAHASSEE | 143190 | $280.9M | 5 | 2026-03-31 | → |
| 1659 | PLUSTICK MANAGEMENT LLC | CHARLOTTESVILLE | 173707 | $280.8M | 4 | 2026-03-31 | → |
| 1660 | HARLAN CAPITAL PARTNERS LLC | PALM BEACH | 163718 | $280.8M | 9 | 2026-03-31 | → |
| 1661 | WORTH FINANCIAL ADVISORY GROUP, LLC | CHARLOTTE | 156564 | $280.7M | 15 | 2026-03-31 | → |
| 1662 | TIMBERCHASE FINANCIAL, LLC | HOOVER | 131205 | $280.2M | 7 | 2026-03-31 | → |
| 1663 | MCBREARTY CAPITAL MANAGEMENT INC | KNOXVILLE | 108972 | $279.7M | 4 | 2026-02-28 | → |
| 1664 | FORT HENRY CAPITAL, LLC | WHEELING | 168695 | $278.5M | 2 | 2026-02-28 | → |
| 1665 | BEACON WEALTH CONSULTANTS, INC. | ROANOKE | 154939 | $278.3M | 19 | 2026-06-30 | → |
| 1666 | MIDTOWN INVESTMENT ADVISORS LLC | MIAMI | 316137 | $278.0M | 4 | 2026-03-31 | → |
| 1667 | LPF ADVISORS, LLC | SARASOTA | 298068 | $277.5M | 5 | 2025-04-30 | → |
| 1668 | DELTA CAPITAL MANAGEMENT, LLC | MAITLAND | 128350 | $277.4M | 9 | 2026-03-31 | → |
| 1669 | TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC. | SIGNAL MOUNTAIN | 113586 | $277.3M | 2 | 2026-03-31 | → |
| 1670 | MILESTONE INVESTMENTS, INC. | CHARLOTTE | 47090 | $277.3M | 2 | 2026-02-28 | → |
| 1671 | GLOBAL INVESTMENT ADVISER LC | NORTH PALM BEACH | 105862 | $276.4M | 2 | 2025-05-31 | → |
| 1672 | WESTBOURNE INVESTMENTS, INC. | ALEXANDRIA | 37499 | $276.4M | 7 | 2026-03-31 | → |
| 1673 | STRAUSS WEALTH ADVISING, INC. | HOOVER | 310512 | $276.0M | 6 | 2026-02-28 | → |
| 1674 | AFC MANAGEMENT, LLC | WEST PALM BEACH | 311281 | $275.8M | 32 | 2026-03-31 | → |
| 1675 | CLARENDON CAPITAL, LLC | TYSONS | 298698 | $275.4M | 11 | 2026-03-31 | → |
| 1676 | RUSSELL CAPITAL MANAGEMENT, LLC | LEXINGTON | 109513 | $275.0M | 4 | 2026-04-30 | → |
| 1677 | CAPASSO PLANNING PARTNERS LLC | CHARLESTON | 294673 | $274.2M | 5 | 2026-04-30 | → |
| 1678 | CHRONOS WEALTH MANAGEMENT, L.L.C. | CLEARWATER | 299782 | $274.0M | 3 | 2026-02-28 | → |
| 1679 | PRIVATE WEALTH GROUP, LLC | TAMPA | 128560 | $274.0M | 2 | 2026-04-30 | → |
| 1680 | JP WEALTH MANAGEMENT, INC. | MT. PLEASANT | 129475 | $274.0M | 2 | 2026-03-31 | → |
| 1681 | JAMES RIVER ASSET MANAGEMENT, LLC | MIDLOTHIAN | 117917 | $273.8M | 9 | 2026-03-31 | → |
| 1682 | BIRMINGHAM CAPITAL MANAGEMENT CO INC | BIRMINGHAM | 108508 | $273.6M | 1 | 2026-03-31 | → |
| 1683 | VALOR FINANCIAL SERVICES, LLC | KNOXVILLE | 309377 | $273.3M | 2 | 2026-01-31 | → |
| 1684 | CARDINAL WEALTH ADVISORY, LLC | MEMPHIS | 136659 | $273.2M | 3 | 2026-03-31 | → |
| 1685 | KNOX WEALTH PARTNERS ADVISORY, LLC | KNOXVILLE | 288580 | $272.9M | 7 | 2026-03-31 | → |
| 1686 | CONSCIOUS WEALTH INVESTMENTS, LLC | ATLANTA | 319143 | $272.8M | 7 | 2026-06-30 | → |
| 1687 | ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | KNOXVILLE | 313195 | $272.4M | 13 | 2026-03-31 | → |
| 1688 | MENDEL CAPITAL MANAGEMENT, LLC | LITTLE ROCK | 311919 | $272.3M | 3 | 2026-03-31 | → |
| 1689 | BULL STREET ADVISORS, LLC | SAVANNAH | 304058 | $271.9M | 1 | 2026-03-31 | → |
| 1690 | COUNCILMARK ASSET MANAGEMENT, LLC | KNOXVILLE | 111748 | $270.8M | 3 | 2026-03-31 | → |
| 1691 | THE JENKINS FINANCIAL GROUP, INC. | ALBANY | 125941 | $270.1M | 5 | 2026-03-31 | → |
| 1692 | ALPHA ZERO LLC | BOCA RATON | 319050 | $269.8M | 17 | 2026-05-31 | → |
| 1693 | BARR FINANCIAL SERVICES, LLC | WINTER PARK | 125444 | $269.2M | 2 | 2026-05-31 | → |
| 1694 | CAPITOL FINANCIAL CONSULTANTS, INC. | MCLEAN | 109800 | $269.2M | 4 | 2026-03-31 | → |
| 1695 | LEDGERPRIME, LLC | MIAMI | 313715 | $269.0M | 9 | 2024-12-31 | → |
| 1696 | DUNN CAPITAL MANAGEMENT, LLC | STUART | 328632 | $269.0M | 27 | 2026-03-31 | → |
| 1697 | MEMPHIS CAPITAL MANAGEMENT, LLC | MEMPHIS | 134522 | $268.6M | 2 | 2026-05-31 | → |
| 1698 | REMORA CAPITAL MANAGEMENT, LLC | NASHVILLE | 316160 | $268.6M | 4 | 2026-03-31 | → |
| 1699 | RELIANT INVESTMENT PARTNERS, LLC | PINEHURST | 297369 | $268.3M | 6 | 2026-03-31 | → |
| 1700 | VARIANT PRIVATE WEALTH LLC | TYSONS | 288011 | $267.5M | 4 | 2026-05-31 | → |
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