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 | |
|---|---|---|---|---|---|---|---|
| 1801 | CAYMUS EQUITY PARTNERS, LLC | ATLANTA | 322999 | $241.6M | 11 | 2026-03-31 | → |
| 1802 | WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. | TALLAHASSEE | 109576 | $241.5M | 6 | 2026-03-31 | → |
| 1803 | TREASURE COAST FINANCIAL PLANNING, INC. | VERO BEACH | 166684 | $241.5M | 6 | 2026-03-31 | → |
| 1804 | DFN MANAGEMENT LLC. | TAMPA | 285057 | $241.4M | 6 | 2026-03-31 | → |
| 1805 | MAVEN ROYALTY PARTNERS, LLC | SHREVEPORT | 288377 | $241.4M | 26 | 2026-03-31 | → |
| 1806 | GREYBULL PARTNERS LLC | ATLANTA | 128390 | $241.0M | 20 | 2026-06-30 | → |
| 1807 | BASSAM WEALTH MANAGEMENT, LLC | PALM BEACH | 330695 | $241.0M | 3 | 2026-03-31 | → |
| 1808 | CAROLINA FINANCIAL ADVISORS, INC. | GREENSBORO | 118823 | $240.9M | 7 | 2026-05-31 | → |
| 1809 | R. STEWART EADS INVESTMENT COUNSEL, INC. | ATLANTA | 105524 | $240.5M | 6 | 2026-03-31 | → |
| 1810 | LUMINA WEALTH MANAGEMENT, LLC | WILMINGTON | 291548 | $240.2M | 4 | 2026-04-30 | → |
| 1811 | JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC | PADUCAH | 312706 | $240.1M | 8 | 2026-03-31 | → |
| 1812 | TRUE WEALTH ADVISORY GROUP, LLC | MIAMI | 306523 | $240.1M | 4 | 2026-03-31 | → |
| 1813 | LOYOLA ASSET MANAGEMENT LLC | CORAL GABLES | 153255 | $239.9M | 5 | 2026-03-31 | → |
| 1814 | THE CIRCUMFERENCE GROUP LLC | LITTLE ROCK | 159012 | $239.6M | 14 | 2026-03-31 | → |
| 1815 | BRIAN LOW FINANCIAL GROUP, LLC | BATON ROUGE | 306346 | $239.3M | 8 | 2026-03-31 | → |
| 1816 | DAVID WEALTH MANAGEMENT, LLC | FAIRFAX | 164232 | $239.3M | 2 | 2025-01-31 | → |
| 1817 | GALLERIA FINANCIAL ADVISORS, LLC | ATLANTA | 133673 | $239.2M | 2 | 2026-02-28 | → |
| 1818 | SAOS CAPITAL, LLC | MOUNT PLEASANT | 159515 | $239.1M | 4 | 2026-05-31 | → |
| 1819 | WESTHAMPTON CAPITAL, LLC | WINSTON-SALEM | 119176 | $238.5M | 4 | 2026-01-31 | → |
| 1820 | SMITH BRUER ADVISORS, LLC | TALLAHASSEE | 284508 | $238.5M | 6 | 2026-03-31 | → |
| 1821 | GOLDEN ROAD ADVISORS LLC | TAMPA | 314077 | $237.7M | 4 | 2026-03-31 | → |
| 1822 | QUEST 10 WEALTH BUILDERS, INC. | FUQUAY-VARINA | 154092 | $237.7M | 8 | 2026-06-30 | → |
| 1823 | FORTUNE 45, LLC. | GONZALES | 170693 | $237.7M | 5 | 2026-04-30 | → |
| 1824 | PENTO PORTFOLIO STRATEGIES, LLC | NAPLES | 159217 | $237.3M | 3 | 2026-05-31 | → |
| 1825 | MINERVA PLANNING GROUP, INC. | DECATUR | 127263 | $236.9M | 5 | 2026-04-30 | → |
| 1826 | LEVEL WEALTH MANAGEMENT LLC | GREENSBORO | 301381 | $236.5M | 3 | 2026-01-31 | → |
| 1827 | SPECTRUM FINANCIAL INC | VIRGINIA BEACH | 105618 | $236.5M | 9 | 2026-03-31 | → |
| 1828 | LANIER FINANCIAL GROUP LLC | ATHENS | 152945 | $236.2M | 6 | 2026-03-31 | → |
| 1829 | RULE ONE PARTNERS, LLC | MORELAND | 166341 | $236.2M | 6 | 2026-03-31 | → |
| 1830 | MILLARES ASSET MANAGEMENT, LLC | CORAL GABLES | 144620 | $236.2M | 3 | 2026-02-28 | → |
| 1831 | IPSEN ADVISOR GROUP LLC | LITTLE ROCK | 318010 | $236.1M | 5 | 2026-03-31 | → |
| 1832 | CREO CAPITAL PARTNERS MANAGEMENT LLC | MIAMI | 296861 | $235.5M | 6 | 2026-03-31 | → |
| 1833 | MBF HEALTHCARE MANAGEMENT II, LLC | CORAL GABLES | 283576 | $235.0M | 11 | 2026-03-31 | → |
| 1834 | KINGSMAN WEALTH MANAGEMENT INC. | PENSACOLA | 319238 | $235.0M | 3 | 2026-03-31 | → |
| 1835 | LCW SERVICES, LLC | VIRGINIA BEACH | 337998 | $234.9M | 6 | 2026-04-30 | → |
| 1836 | PALACIOS WEALTH MANAGEMENT, LLC | ORMOND BEACH | 327660 | $234.3M | 4 | 2026-02-28 | → |
| 1837 | BELLEAIR ASSET MANAGEMENT, LLC | BELLEAIR BLUFFS | 290882 | $234.3M | 4 | 2026-03-31 | → |
| 1838 | LEGACY PLANNING ADVISORS, LLC | SUWANEE | 121289 | $234.0M | 8 | 2026-02-28 | → |
| 1839 | IRONWOOD WEALTH MANAGEMENT, INC. | HURRICANE | 128699 | $233.1M | 3 | 2026-03-31 | → |
| 1840 | ANCHOR WEALTH MANAGEMENT GROUP LLC | WEST PALM BEACH | 329286 | $233.0M | 1 | 2026-03-31 | → |
| 1841 | NCP MANAGEMENT HOLDINGS, INC. | BIRMINGHAM | 160075 | $232.6M | 8 | 2026-03-31 | → |
| 1842 | MILLENNIUM CAPITAL ADVISORS, LLC | LITTLE ROCK | 108641 | $232.2M | 3 | 2026-04-30 | → |
| 1843 | RESHAPE, LLC | BOCA RATON | 330582 | $232.2M | 3 | 2026-03-31 | → |
| 1844 | L&S INVESTMENT ADVISORS, LLC | MIAMI | 285002 | $231.4M | 8 | 2026-03-31 | → |
| 1845 | ANDREW HILL INVESTMENT ADVISORS, INC. | NAPLES | 141590 | $231.3M | 4 | 2026-02-28 | → |
| 1846 | TENZING FINANCIAL LLC | WILLIAMSBURG | 335259 | $231.1M | 5 | 2026-02-28 | → |
| 1847 | CONCORDE FINANCIAL RESOURCES I INC. | YORK | 117836 | $231.0M | 2 | 2026-03-31 | → |
| 1848 | UNIMAR FINANCIAL SERVICES, LLC | MIAMI | 159674 | $230.8M | 3 | 2026-03-31 | → |
| 1849 | PRIMORIS WEALTH ADVISORS, LLC | NORTH PALM BEACH | 125567 | $230.0M | 7 | 2026-03-31 | → |
| 1850 | BOWSIDE CAPITAL, LLC | CHARLESTON | 170509 | $229.8M | 2 | 2026-06-30 | → |
| 1851 | CYGNUS CAPITAL ADVISERS, LLC | ATLANTA | 323041 | $229.7M | 8 | 2026-04-30 | → |
| 1852 | TURNER FINANCIAL GROUP, INC. | PACE | 134204 | $229.6M | 12 | 2026-06-30 | → |
| 1853 | POWELL FINANCIAL, INC. | CORNELIUS | 144230 | $229.2M | 3 | 2026-02-28 | → |
| 1854 | VSV MANAGEMENT, LLC | WEST PALM BEACH | 317632 | $229.1M | 9 | 2026-04-30 | → |
| 1855 | CAMPION ASSET MANAGEMENT, LLC | FAIRFAX | 134002 | $228.8M | 3 | 2026-03-31 | → |
| 1856 | RIDGELINE CAPITAL MANAGEMENT, LLC | MEMPHIS | 330668 | $228.3M | 3 | 2026-06-30 | → |
| 1857 | BAY CAPITAL ADVISORS, LLC | VIRGINIA BEACH | 140796 | $228.3M | 5 | 2026-03-31 | → |
| 1858 | ALTERNA EQUITY PARTNERS MANAGEMENT LLC | FORT LAUDERDALE | 313985 | $228.0M | 8 | 2026-03-31 | → |
| 1859 | BREACH INLET CAPITAL MANAGEMENT, LLC | MT. PLEASANT | 282056 | $227.7M | 4 | 2026-03-31 | → |
| 1860 | COMMONWEALTH FINANCIAL PLANNERS INC | ROSWELL | 106831 | $227.6M | 3 | 2026-03-31 | → |
| 1861 | MRP CAPITAL INVESTMENTS, LLC | ALPHARETTA | 167256 | $227.6M | 5 | 2026-03-31 | → |
| 1862 | APPROACH RETIREMENT ADVISORS, LLC | BIRMINGHAM | 166221 | $227.5M | 2 | 2026-03-31 | → |
| 1863 | DUMAINE INVESTMENTS LLC | NEW ORLEANS | 306481 | $227.0M | 4 | 2026-03-31 | → |
| 1864 | NAPLES WEALTH PLANNING, LLC | BONITA SPRINGS | 330316 | $226.9M | 13 | 2026-04-30 | → |
| 1865 | WALNUT GROVE CAPITAL PARTNERS, LP | MEMPHIS | 300721 | $226.3M | 6 | 2026-03-31 | → |
| 1866 | ALIGN PRIVATE CAPITAL | SARASOTA | 304506 | $226.2M | 6 | 2026-06-30 | → |
| 1867 | ELEVATION ADVISORY PARTNERS LLC | ORLANDO | 312170 | $226.0M | 5 | 2026-06-30 | → |
| 1868 | DRAGUS CAPITAL, LLC | CORAL GABLES | 158122 | $225.9M | 5 | 2026-03-31 | → |
| 1869 | WELCY CAPITAL ADVISORS LLC | MIAMI | 154782 | $225.7M | 10 | 2026-03-31 | → |
| 1870 | NATURAL CAPITAL MANAGEMENT, LLC | FAYETTEVILLE | 306002 | $225.7M | 11 | 2026-06-30 | → |
| 1871 | MAGNOLIA FINANCIAL PLANNING SERVICES, INC. | SENECA | 135759 | $225.7M | 4 | 2026-03-31 | → |
| 1872 | OCEANIS FINANCIAL ADVISORS, INC. | MIAMI | 307787 | $225.6M | 2 | 2026-03-31 | → |
| 1873 | SIMPLIFIED WEALTH MANAGEMENT, LLC | HATTIESBURG | 297059 | $225.5M | 9 | 2026-02-28 | → |
| 1874 | THE TENRET COMPANY, LLC | TAMPA | 298570 | $225.4M | 1 | 2026-03-31 | → |
| 1875 | BUCKEYE-PACIFIC LLC | NAPLES | 311553 | $225.4M | 3 | 2026-03-31 | → |
| 1876 | APEX CAPITAL MANAGEMENT, L.L.C. | LAFAYETTE | 117059 | $225.2M | 7 | 2026-03-31 | → |
| 1877 | INMAN JAGER WEALTH MANAGEMENT, LLC | HATTIESBURG | 329603 | $225.0M | 5 | 2026-02-28 | → |
| 1878 | ALLIED PRIVATE WEALTH | BOCA RATON | 328952 | $224.5M | 4 | 2026-03-31 | → |
| 1879 | FINANCIAL MANAGEMENT, INC. | LITTLE ROCK | 108350 | $224.5M | 6 | 2026-04-30 | → |
| 1880 | ORCA WEALTH MANAGEMENT, LLC | NEW PORT RICHEY | 310053 | $224.4M | 3 | 2026-05-31 | → |
| 1881 | BUCKET LIST WEALTH MANAGEMENT, LLC | THE VILLAGES | 286494 | $224.2M | 2 | 2026-03-31 | → |
| 1882 | ALDER FINANCIAL GROUP INC | ATLANTA | 108837 | $224.1M | 3 | 2026-03-31 | → |
| 1883 | EASLEY INVESTMENT CONSULTANTS, INC. | RIDGELAND | 307258 | $223.8M | 3 | 2026-01-31 | → |
| 1884 | BD INVESTMENT PARTNERS, LLC | RALEIGH | 309347 | $223.7M | 9 | 2026-05-31 | → |
| 1885 | STERLING WEALTH ADVISORS, INC. | PLANTATION | 124121 | $223.5M | 7 | 2026-04-30 | → |
| 1886 | DAVIDSON ADVISORY GROUP, LLC | CHARLOTTE | 333090 | $223.5M | 4 | 2026-02-28 | → |
| 1887 | DAVINCI FINANCIAL DESIGNS LLC | COLUMBIA | 163362 | $222.8M | 5 | 2026-04-30 | → |
| 1888 | ALDEBARAN FINANCIAL INC | KINGSPORT | 105741 | $222.8M | 8 | 2026-03-31 | → |
| 1889 | CROSSGEN WEALTH LLC | GREENVILLE | 336270 | $222.8M | 3 | 2026-03-31 | → |
| 1890 | KERUSSO CAPITAL MANAGEMENT, LLC | WINSTON-SALEM | 316352 | $222.4M | 3 | 2026-03-31 | → |
| 1891 | ADDICUS ADVISORY, LLC | TUPELO | 282244 | $221.7M | 35 | 2026-06-30 | → |
| 1892 | CAPITAL DEVELOPERS, LLC | GREENVILLE | 292797 | $221.5M | 5 | 2026-03-31 | → |
| 1893 | CARROLL INVESTORS, INC. | MT PLEASANT | 311180 | $221.4M | 3 | 2026-03-31 | → |
| 1894 | RIVERGLADES FAMILY OFFICES, LLC | NAPLES | 171584 | $221.4M | 2 | 2026-03-31 | → |
| 1895 | LYNX ADVISORY PARTNERS LLC | CORAL GABLES | 326594 | $221.4M | 7 | 2026-02-28 | → |
| 1896 | OCTAGON ASSET MANAGEMENT, LLC | CHARLOTTE | 286248 | $221.2M | 4 | 2026-03-31 | → |
| 1897 | PULLEN INVESTMENT MANAGEMENT, LLC | BRADENTON | 310149 | $221.0M | 5 | 2026-02-28 | → |
| 1898 | BLVD PRIVATE WEALTH, LLC | PROSPECT | 310682 | $220.4M | 3 | 2026-02-28 | → |
| 1899 | REICON WEALTH ADVISORS, LLC | ATLANTA | 315043 | $220.1M | 5 | 2026-03-31 | → |
| 1900 | INDEPENDENCE WEALTH ADVISORS INC. | MCLEAN | 142195 | $219.8M | 4 | 2025-03-31 | → |
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