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 | |
|---|---|---|---|---|---|---|---|
| 1701 | RIVERPLACE CAPITAL MANAGEMENT INC | JACKSONVILLE | 109079 | $267.4M | 6 | 2026-04-30 | → |
| 1702 | CAPITAL MARKET STRATEGIES LLC | PALM BEACH GARDENS | 286579 | $267.0M | 5 | 2025-03-31 | → |
| 1703 | WIN ADVISORS, INC | PALM BEACH GARDENS | 300351 | $266.8M | 4 | 2026-03-31 | → |
| 1704 | HARBOUR WEALTH MANAGEMENT GROUP, INC. | DANIEL ISLAND | 314496 | $266.2M | 5 | 2026-05-31 | → |
| 1705 | TASSEL CAPITAL MANAGEMENT, INC. | MATTHEWS | 121112 | $266.0M | 5 | 2026-01-31 | → |
| 1706 | RETIREMENT PLANOLOGY, INC. | ALEXANDRIA | 171302 | $265.9M | 3 | 2026-03-31 | → |
| 1707 | RAVEN MUSIC PARTNERS LLC | PALM BEACH GARDENS | 332058 | $265.4M | 23 | 2026-04-30 | → |
| 1708 | SPRAKER WEST WEALTH MANAGEMENT, INC | WINTER PARK | 147075 | $265.3M | 6 | 2026-03-31 | → |
| 1709 | DEMETER TACTICAL INVESTMENTS CORP. | PROSPECT | 329512 | $265.3M | 10 | 2026-03-31 | → |
| 1710 | INNOVA ADVISORS LLC | CORAL GABLES | 318958 | $264.8M | 4 | 2026-05-31 | → |
| 1711 | C.W. O'CONNER WEALTH ADVISORS, INC. | DULUTH | 125646 | $264.6M | 3 | 2026-02-28 | → |
| 1712 | WALLACE HART LLC | LEXINGTON | 285981 | $264.0M | 5 | 2026-03-31 | → |
| 1713 | COMPREHENSIVE FINANCIAL PLANNING CORPORATION | RICHMOND | 107549 | $263.9M | 4 | 2026-03-31 | → |
| 1714 | BANKPLUS WEALTH MANAGEMENT, LLC | JACKSON | 152588 | $263.8M | 19 | 2026-04-30 | → |
| 1715 | PREMIER PRIVATE WEALTH, LLC | FRANKLIN | 314516 | $263.5M | 8 | 2025-11-30 | → |
| 1716 | MILLBANK DARTMOOR PORTSMOUTH LLC | ASHEVILLE | 311046 | $263.2M | 3 | 2026-03-31 | → |
| 1717 | COASTAL INVESTMENT COMPANY, LLC | WINTER PARK | 322164 | $262.9M | 9 | 2026-04-30 | → |
| 1718 | SEMUS WEALTH PARTNERS, LLC | BOCA RATON | 305758 | $262.7M | 3 | 2026-03-31 | → |
| 1719 | WATERSTONE FINANCIAL ADVISORY LLC | FORT MYERS | 325012 | $262.5M | 5 | 2026-02-28 | → |
| 1720 | HORIZON FINANCIAL SERVICES, LLC | WINSTON SALEM | 158798 | $262.4M | 8 | 2026-03-31 | → |
| 1721 | CHARLESTON FINANCIAL ADVISORS, LLC | CHARLESTON | 137536 | $262.4M | 5 | 2026-03-31 | → |
| 1722 | UTOPIA WEALTH MANAGEMENT, LLC | COCONUT CREEK | 300266 | $261.4M | 3 | 2026-01-31 | → |
| 1723 | FINANCIAL DESIGNS WEALTH MANAGEMENT LLC | MIAMI | 314520 | $261.2M | 6 | 2026-06-30 | → |
| 1724 | TRUSTWELL FINANCIAL ADVISORS, LLC | JACKSONVILLE | 108426 | $260.8M | 7 | 2026-03-31 | → |
| 1725 | WINEBRENNER CAPITAL MANAGEMENT LLC | LOUISVILLE | 154708 | $260.5M | 9 | 2026-03-31 | → |
| 1726 | ID FUNDS ADVISOR LLC | BOCA RATON | 305035 | $260.1M | 12 | 2025-10-31 | → |
| 1727 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | SOUTH MIAMI | 331683 | $259.8M | 7 | 2026-03-31 | → |
| 1728 | DAVIS CAPITAL MANAGEMENT LLC | JACKSONVILLE | 149014 | $259.0M | 5 | 2026-03-31 | → |
| 1729 | COBBLESTONE ASSET MANAGEMENT LLC | RICHMOND | 326545 | $258.9M | 4 | 2026-05-31 | → |
| 1730 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | SAVANNAH | 126942 | $258.7M | 5 | 2026-01-31 | → |
| 1731 | AFT, FORSYTH AND COMPANY, INC. | JUPITER | 137404 | $258.6M | 2 | 2026-05-31 | → |
| 1732 | GEOSPHERE CAPITAL MANAGEMENT, LLC | MIAMI BEACH | 160088 | $258.4M | 6 | 2026-03-31 | → |
| 1733 | BUSH INVESTMENT GROUP, LLC | VALDOSTA | 304262 | $258.4M | 12 | 2026-02-28 | → |
| 1734 | MCDONOUGH CAPITAL MANAGEMENT, INC. | ORLANDO | 143767 | $258.2M | 3 | 2026-06-30 | → |
| 1735 | HORIZONS WEALTH MANAGEMENT, INC. | ASHEVILLE | 127457 | $258.2M | 4 | 2026-01-31 | → |
| 1736 | GENROCK CAPITAL MANAGEMENT, LP | PALM BEACH | 290265 | $257.6M | 4 | 2026-03-31 | → |
| 1737 | WILKINS MILLER WEALTH MANAGEMENT, LLC | MOBILE | 162222 | $257.5M | 3 | 2026-03-31 | → |
| 1738 | CENTER FOR ASSET MANAGEMENT, LLC | PALM BEACH GARDENS | 147981 | $257.1M | 6 | 2026-03-31 | → |
| 1739 | RD LEWIS HOLDINGS, INC. | MAITLAND | 156073 | $256.8M | 8 | 2026-06-30 | → |
| 1740 | IFS ADVISORS, INC | SARASOTA | 153975 | $256.7M | 3 | 2025-02-28 | → |
| 1741 | 6TH STREET ADVISORS, LLC | DAPHNE | 156623 | $256.5M | 2 | 2026-01-31 | → |
| 1742 | ARGO WEALTH ADVISORY, LLC | MCLEAN | 334041 | $256.2M | 2 | 2025-12-31 | → |
| 1743 | ALPHA ADVISORS, LLC | RICHMOND | 118107 | $256.1M | 4 | 2026-02-28 | → |
| 1744 | MUIRFIELD WEALTH ADVISORS LLC | CHARLOTTE | 316071 | $255.8M | 3 | 2026-01-31 | → |
| 1745 | KRUSEN CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 150754 | $255.7M | 2 | 2026-03-31 | → |
| 1746 | WELA STRATEGIES, INC. | ATLANTA | 147762 | $255.5M | 22 | 2025-03-31 | → |
| 1747 | MODERN CAPITAL ADVISORS, LLC | RALEIGH | 131117 | $254.8M | 19 | 2026-04-30 | → |
| 1748 | CAP PARTNERS, LLC | FRANKLIN | 144779 | $254.7M | 12 | 2026-01-31 | → |
| 1749 | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC | ORLANDO | 289142 | $254.4M | 29 | 2026-03-31 | → |
| 1750 | MENDON CAPITAL ADVISORS CORP | KEY LARGO | 113058 | $253.8M | 4 | 2026-03-31 | → |
| 1751 | DECATUR CAPITAL MANAGEMENT, INC. | DECATUR | 120679 | $253.7M | 6 | 2026-03-31 | → |
| 1752 | WASHBURN CAPITAL MANAGEMENT INC. | VERO BEACH | 125708 | $253.6M | 3 | 2026-02-28 | → |
| 1753 | ABF INVESTMENT MANAGEMENT, LLC | MIAMI | 333541 | $253.2M | 10 | 2026-03-31 | → |
| 1754 | AURORA INVESTMENT COUNSEL | ATLANTA | 107460 | $252.7M | 3 | 2026-03-31 | → |
| 1755 | GHE, LLC | MEMPHIS | 125245 | $252.6M | 3 | 2026-06-30 | → |
| 1756 | PRINCIPLED WEALTH ADVISORS, LLC | COVINGTON | 138143 | $252.1M | 5 | 2026-06-30 | → |
| 1757 | BRIDGES CAPITAL LLC | FORT LAUDERDALE | 297718 | $251.6M | 1 | 2026-01-31 | → |
| 1758 | CASSIA CAPITAL PARTNERS LLC | WINSTON SALEM | 159911 | $251.2M | 5 | 2026-02-28 | → |
| 1759 | MARIACA WEALTH MANAGEMENT, LLC | WELLINGTON | 164001 | $251.1M | 6 | 2026-03-31 | → |
| 1760 | CHECKS & BALANCES, INC. | ATLANTA | 112145 | $251.1M | 1 | 2026-01-31 | → |
| 1761 | LEGACY WEALTH MANAGEMENT INC. | MANASSAS | 173453 | $251.0M | 10 | 2026-03-31 | → |
| 1762 | KARLOV STREET CAPITAL, LLC | BOCA RATON | 288910 | $251.0M | 4 | 2026-03-31 | → |
| 1763 | DEANE RETIREMENT STRATEGIES, INC. | NEW ORLEANS | 127096 | $250.7M | 5 | 2026-03-31 | → |
| 1764 | WEALTHMD CORPORATION | LOUISVILLE | 140498 | $250.5M | 4 | 2026-03-31 | → |
| 1765 | MWA INVESTMENTS, LLC | WHITE STONE | 156685 | $250.4M | 1 | 2026-03-31 | → |
| 1766 | COGENT PRIVATE WEALTH, INC. | ORLANDO | 319092 | $250.3M | 8 | 2026-03-31 | → |
| 1767 | JOURNEY BEYOND WEALTH, LLC | ROSWELL | 290367 | $250.3M | 6 | 2026-02-28 | → |
| 1768 | INVESTOLOGY INC. | RESTON | 130408 | $250.0M | 5 | 2026-04-30 | → |
| 1769 | FIRSTRUST LLC | DAYTONA BEACH | 111800 | $250.0M | 6 | 2026-03-31 | → |
| 1770 | OXENFREE CAPITAL LLC | MELBOURNE | 327105 | $249.8M | 8 | 2026-06-30 | → |
| 1771 | VANDALIA WEALTH MANAGEMENT INCORPORATED | CHARLESTON | 340089 | $249.6M | 22 | 2026-06-30 | → |
| 1772 | E. BATOFF & CO., INC. | TAMPA | 124815 | $249.2M | 1 | 2026-03-31 | → |
| 1773 | FOREST HILL CAPITAL, LLC | LITTLE ROCK | 129667 | $248.8M | 4 | 2026-04-30 | → |
| 1774 | CASSEDY FINANCIAL GROUP, INC. | TAMPA | 111446 | $248.4M | 4 | 2026-03-31 | → |
| 1775 | FENWAY FINANCIAL ADVISORS, LLC | ARLINGTON | 139775 | $247.7M | 2 | 2026-03-31 | → |
| 1776 | COVE CAPITAL MANAGEMENT INC. | BRENTWOOD | 284649 | $247.5M | 3 | 2026-03-31 | → |
| 1777 | NOVA WEALTH MANAGEMENT, INC. | BONITA SPRINGS | 169450 | $247.5M | 7 | 2026-03-31 | → |
| 1778 | WEALTH INTELLIGENCE, LLC | COLUMBUS | 333253 | $247.5M | 5 | 2026-02-28 | → |
| 1779 | KEYSTONE FINANCIAL GROUP, INC. | ATLANTA | 129301 | $247.4M | 7 | 2026-04-30 | → |
| 1780 | AGP FRANKLIN, LLC | FRANKLIN | 331699 | $247.1M | 7 | 2026-04-30 | → |
| 1781 | LIBERTY PRIVATE CLIENT, LLC | FORT MYERS | 305130 | $246.9M | 4 | 2025-03-31 | → |
| 1782 | EUDAIMONIA ASSET MANAGEMENT, LLC | WINCHESTER | 299379 | $246.9M | 4 | 2026-03-31 | → |
| 1783 | MORSE CAPITAL PARTNERS, LLC | RICHMOND | 146383 | $246.1M | 4 | 2025-03-31 | → |
| 1784 | ASEMPA, LLC | BATON ROUGE | 328609 | $246.0M | 4 | 2026-05-31 | → |
| 1785 | HALL RETIREMENT PLANNING SERVICES, LLC | KNOXVILLE | 289847 | $246.0M | 6 | 2026-03-31 | → |
| 1786 | WEALTHWAY FINANCIAL ADVISORS | NORFOLK | 108824 | $245.6M | 5 | 2026-02-28 | → |
| 1787 | CANNON WEALTH MANAGEMENT SERVICES, LLC | WINSTON SALEM | 323302 | $245.2M | 8 | 2026-04-30 | → |
| 1788 | W ADVISORS LLC | GERMANTOWN | 168452 | $244.9M | 3 | 2026-03-31 | → |
| 1789 | INTEGRAS PARTNERS, LLC | ALPHARETTA | 172979 | $244.8M | 5 | 2026-02-28 | → |
| 1790 | EXIT WEALTH ADVISORS, LLC | ALPHARETTA | 332573 | $243.2M | 7 | 2026-03-31 | → |
| 1791 | RINALDI WEALTH MANAGEMENT, INC. | BONITA SPRINGS | 311583 | $243.2M | 3 | 2026-02-28 | → |
| 1792 | MATTHIAS PRIVATE WEALTH, LLC | WINTER PARK | 289761 | $242.8M | 12 | 2026-03-31 | → |
| 1793 | BLALOCK WILLIAMS, LLC | ALEXANDER CITY | 325465 | $242.6M | 4 | 2026-03-31 | → |
| 1794 | CHIRON CAPITAL MANAGEMENT, LLC | TALLAHASSEE | 308286 | $242.6M | 6 | 2026-03-31 | → |
| 1795 | RAYBURN WEST FINANCIAL SERVICES LLC | NASHVILLE | 145264 | $242.6M | 2 | 2026-03-31 | → |
| 1796 | SEMINOLE ADVISORY SERVICES, LLC | BELLAIR BLUFFS | 148975 | $242.5M | 4 | 2026-03-31 | → |
| 1797 | ANSON CAPITAL, INC. | TYRONE | 131416 | $242.2M | 5 | 2026-02-28 | → |
| 1798 | SANCHEZ & ZURES, LLC | MCLEAN | 139898 | $241.9M | 2 | 2026-03-31 | → |
| 1799 | VANTAGE CONSULTING GROUP INC | VIRGINIA BEACH | 105240 | $241.7M | 10 | 2026-03-31 | → |
| 1800 | MORI HUSTON PARTNERS LLC | MIAMI | 151260 | $241.6M | 3 | 2026-05-31 | → |
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