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 | |
|---|---|---|---|---|---|---|---|
| 101 | CARLYLE AVIATION PDP MANAGEMENT LLC | MIAMI | 305746 | $10.40B | 124 | 2026-03-31 | → |
| 102 | RIDGEMONT PARTNERS MANAGEMENT, LLC | CHARLOTTE | 157421 | $10.26B | 61 | 2026-03-31 | → |
| 103 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | RICHMOND | 128545 | $10.25B | 182 | 2026-03-31 | → |
| 104 | KOPERNIK GLOBAL INVESTORS, LLC | TAMPA | 168625 | $10.18B | 44 | 2026-03-31 | → |
| 105 | OPENARC CORPORATE ADVISORY, LLC | ATLANTA | 336837 | $10.09B | 146 | 2026-05-31 | → |
| 106 | AGINCOURT CAPITAL MANAGEMENT, LLC | RICHMOND | 112096 | $9.95B | 18 | 2026-03-31 | → |
| 107 | RIVER ROAD ASSET MANAGEMENT, LLC | LOUISVILLE | 134918 | $9.85B | 46 | 2026-03-31 | → |
| 108 | SIGNATUREFD, LLC | ATLANTA | 112758 | $9.68B | 130 | 2026-03-31 | → |
| 109 | HOOD RIVER CAPITAL MANAGEMENT LLC | PALM BEACH GARDENS | 166089 | $9.45B | 20 | 2026-05-31 | → |
| 110 | COMVEST CREDIT ADVISORS, LLC | WEST PALM BEACH | 311663 | $9.25B | 150 | 2026-03-31 | → |
| 111 | CRAWFORD INVESTMENT COUNSEL INC | ATLANTA | 110271 | $9.14B | 54 | 2026-03-31 | → |
| 112 | COLUMBIA CAPITAL, L.P. | ALEXANDRIA | 159616 | $9.10B | 23 | 2026-05-31 | → |
| 113 | DEERPATH CAPITAL MANAGEMENT, LP | FORT LAUDERDALE | 160791 | $9.03B | 100 | 2026-03-31 | → |
| 114 | ARKADIOS WEALTH ADVISORS LLC | ATLANTA | 288863 | $8.79B | 188 | 2026-06-30 | → |
| 115 | SAGESPRING WEALTH PARTNERS | FRANKLIN | 283515 | $8.49B | 195 | 2026-05-31 | → |
| 116 | HORIZON INVESTMENTS LLC | CHARLOTTE | 109552 | $8.47B | 76 | 2026-03-31 | → |
| 117 | SYNOVUS SECURITIES, INC. | COLUMBUS | 14023 | $8.45B | 280 | 2026-01-31 | → |
| 118 | ASANA PARTNERS, LP | CHARLOTTE | 284477 | $8.35B | 125 | 2026-04-30 | → |
| 119 | NICHOLAS HOFFMAN & COMPANY, LLC | ATLANTA | 144516 | $8.26B | 26 | 2026-03-31 | → |
| 120 | JONATHAN ROBERTS ADVISORY GROUP, INC. | TAMPA | 112294 | $8.25B | 550 | 2026-03-31 | → |
| 121 | CAPITAL INVESTMENT ADVISORS, LLC | ATLANTA | 158055 | $8.21B | 107 | 2026-04-30 | → |
| 122 | BRAMSHILL INVESTMENTS, LLC | NAPLES | 162492 | $8.14B | 38 | 2026-03-31 | → |
| 123 | HOWARD CAPITAL MANAGEMENT, INC. | ALPHARETTA | 118070 | $8.01B | 45 | 2026-06-30 | → |
| 124 | EDWARDS CAPITAL, LLC | MIAMI | 157864 | $7.89B | 65 | 2026-03-31 | → |
| 125 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | LITTLE ROCK | 136369 | $7.86B | 22 | 2026-03-31 | → |
| 126 | HARBERT FUND ADVISORS, LLC | BIRMINGHAM | 110577 | $7.82B | 147 | 2026-03-31 | → |
| 127 | WEDGE CAPITAL MANAGEMENT LLP | CHARLOTTE | 106234 | $7.75B | 26 | 2026-03-31 | → |
| 128 | AE INDUSTRIAL PARTNERS, LP | BOCA RATON | 173020 | $7.72B | 90 | 2026-03-31 | → |
| 129 | SIGNATURE FINANCIAL MANAGEMENT INC | NORFOLK | 106375 | $7.57B | 36 | 2026-03-31 | → |
| 130 | DSM CAPITAL PARTNERS LLC | PALM BEACH GARDENS | 113609 | $7.56B | 25 | 2026-05-31 | → |
| 131 | HOMESTEAD ADVISERS CORP. | ARLINGTON | 109845 | $7.45B | 40 | 2026-06-30 | → |
| 132 | GRAMERCY FUNDS MANAGEMENT LLC | WEST PALM BEACH | 152209 | $7.42B | 75 | 2026-03-31 | → |
| 133 | ALLIANT RETIREMENT SERVICES, LLC | ALPHARETTA | 167970 | $7.37B | 30 | 2026-04-30 | → |
| 134 | DIMENSION CAPITAL MANAGEMENT LLC | CORAL GABLES | 109380 | $7.29B | 50 | 2026-03-31 | → |
| 135 | DOMAIN CAPITAL ADVISORS, LLC | ATLANTA | 110663 | $7.27B | 33 | 2026-03-31 | → |
| 136 | CASSADAY & CO WEALTH MANAGEMENT LLC | MCLEAN | 317672 | $7.14B | 97 | 2026-03-31 | → |
| 137 | DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC | MIAMI | 285629 | $7.10B | 3 | 2026-03-31 | → |
| 138 | JAMESTOWN, L.P. | ATLANTA | 158207 | $7.06B | 233 | 2026-05-31 | → |
| 139 | COMMUNITY CAPITAL MANAGEMENT, LLC | FORT LAUDERDALE | 109368 | $7.00B | 39 | 2026-06-30 | → |
| 140 | DAKOTA WEALTH, LLC | PALM BEACH GARDENS | 297987 | $6.94B | 91 | 2026-03-31 | → |
| 141 | SMITH SHELLNUT WILSON LLC | RIDGELAND | 106235 | $6.92B | 16 | 2026-06-30 | → |
| 142 | GMT CAPITAL CORP. | ATLANTA | 160404 | $6.90B | 19 | 2026-03-31 | → |
| 143 | IMPERIAL FUND ASSET MANAGEMENT LLC | FORT LAUDERDALE | 317525 | $6.84B | 12 | 2026-06-30 | → |
| 144 | RFG ADVISORY, LLC | VESTAVIA HILLS | 158401 | $6.81B | 311 | 2026-06-30 | → |
| 145 | PROSPECT CAPITAL MANAGEMENT L.P. | WEST PALM BEACH | 131018 | $6.64B | 143 | 2026-03-31 | → |
| 146 | BERNHARD CAPITAL PARTNERS MANAGEMENT, LP | BATON ROUGE | 168155 | $6.58B | 42 | 2026-03-31 | → |
| 147 | FOXHAVEN ASSET MANAGEMENT, LP | CHARLOTTESVILLE | 168872 | $6.50B | 10 | 2026-03-31 | → |
| 148 | SPIDER MANAGEMENT COMPANY, LLC | RICHMOND | 149343 | $6.41B | 23 | 2025-09-30 | → |
| 149 | ANDERSEN TAX LLC | MCLEAN | 124205 | $6.35B | 2,061 | 2026-03-31 | → |
| 150 | KOVACK ADVISORS, INC. | FT. LAUDERDALE | 140808 | $6.28B | 320 | 2026-04-30 | → |
| 151 | TODD ASSET MANAGEMENT LLC | LOUISVILLE | 109473 | $6.18B | 18 | 2026-03-31 | → |
| 152 | RIVERNORTH CAPITAL MANAGEMENT, LLC | WEST PALM BEACH | 122020 | $6.17B | 20 | 2026-03-31 | → |
| 153 | A FIN MANAGEMENT LLC | SUNNY ISLES BEACH | 315482 | $6.16B | 30 | 2026-03-31 | → |
| 154 | PENNANTPARK INVESTMENT ADVISERS, LLC | MIAMI BEACH | 143149 | $6.16B | 91 | 2026-03-31 | → |
| 155 | BELL PARTNERS INVESTMENT MANAGER, LLC | GREENSBORO | 329611 | $6.12B | 69 | 2026-05-31 | → |
| 156 | EJF CAPITAL LP | ARLINGTON | 138854 | $6.10B | 44 | 2026-04-30 | → |
| 157 | WARREN EQUITY PARTNERS MANAGER, L.P. | JACKSONVILLE BEACH | 295903 | $6.09B | 67 | 2026-03-31 | → |
| 158 | VULCAN VALUE PARTNERS LLC | BIRMINGHAM | 151190 | $6.08B | 38 | 2026-05-31 | → |
| 159 | FACET WEALTH, INC | WEST PALM BEACH | 285961 | $6.04B | 168 | 2026-02-28 | → |
| 160 | TRIVEST INVESTMENT ADVISORS, LLC | CORAL GABLES | 161432 | $6.01B | 100 | 2026-05-31 | → |
| 161 | VERATIS ADVISORS, INC. | CARY | 117892 | $5.99B | 8 | 2026-03-31 | → |
| 162 | THIRD LAKE PARTNERS, LLC | TAMPA | 299961 | $5.97B | 16 | 2026-03-31 | → |
| 163 | RICHMOND CAPITAL MANAGEMENT INC | RICHMOND | 104636 | $5.93B | 20 | 2026-03-31 | → |
| 164 | RESOURCE MANAGEMENT SERVICE, LLC | BIRMINGHAM | 130791 | $5.92B | 149 | 2026-03-31 | → |
| 165 | DEPRINCE, RACE & ZOLLO, INC. | WINTER PARK | 112099 | $5.89B | 27 | 2026-05-31 | → |
| 166 | GID MULTIFAMILY INVESTMENT MANAGEMENT LLC | ATLANTA | 329225 | $5.89B | 124 | 2026-06-30 | → |
| 167 | SUN CAPITAL ADVISORS, L.P. | BOCA RATON | 155109 | $5.84B | 58 | 2026-06-30 | → |
| 168 | BUCKHEAD CAPITAL MANAGEMENT, LLC | ATLANTA | 110707 | $5.76B | 13 | 2026-03-31 | → |
| 169 | GLADSTONE INSTITUTIONAL ADVISORY LLC | PALM BEACH GARDENS | 250787 | $5.68B | 186 | 2026-06-30 | → |
| 170 | STONEGATE INVESTMENT GROUP, LLC | BIRMINGHAM | 314889 | $5.67B | 14 | 2025-05-31 | → |
| 171 | CORTLAND INVESTMENT MANAGEMENT, LLC | ATLANTA | 299369 | $5.67B | 91 | 2026-03-31 | → |
| 172 | ALTAROCK PARTNERS LP | WEST PALM BEACH | 161005 | $5.66B | 7 | 2026-04-30 | → |
| 173 | BALENTINE LLC | ATLANTA | 152511 | $5.54B | 61 | 2026-06-30 | → |
| 174 | LOWE, BROCKENBROUGH & COMPANY, INC. | RICHMOND | 105142 | $5.49B | 31 | 2026-05-31 | → |
| 175 | STWD INVESTMENT MANAGEMENT, LLC | MIAMI BEACH | 288615 | $5.43B | 139 | 2026-03-31 | → |
| 176 | SANDS CAPITAL ALTERNATIVES, LLC | ARLINGTON | 155517 | $5.41B | 182 | 2026-03-31 | → |
| 177 | HQ CAPITAL PRIVATE EQUITY LLC | MIAMI | 134231 | $5.40B | 78 | 2026-03-31 | → |
| 178 | PAMLICO CAPITAL MANAGEMENT, LP | CHARLOTTE | 157532 | $5.30B | 41 | 2026-03-31 | → |
| 179 | BIP WEALTH, LLC | ATLANTA | 143208 | $5.29B | 88 | 2026-06-30 | → |
| 180 | ALUMINA INVESTMENT MANAGEMENT, LLC | CHARLOTTE | 164273 | $5.26B | 2 | 2026-03-31 | → |
| 181 | FOREST INVESTMENT ASSOCIATES L.P. | ATLANTA | 110163 | $5.24B | 55 | 2026-04-30 | → |
| 182 | SKYE GLOBAL MANAGEMENT LP | WEST PALM BEACH | 283493 | $5.21B | 7 | 2026-03-31 | → |
| 183 | GENTRUST, LLC | MIAMI | 158369 | $5.20B | 40 | 2026-03-31 | → |
| 184 | INSIGNEO ADVISORY SERVICES, LLC | MIAMI | 282589 | $5.16B | 223 | 2026-06-30 | → |
| 185 | CORIENT IA LLC | MIAMI | 326262 | $5.11B | 100 | 2026-06-30 | → |
| 186 | EVERSOURCE WEALTH ADVISORS, LLC | BIRMINGHAM | 286340 | $5.10B | 76 | 2026-04-30 | → |
| 187 | MORAN WEALTH MANAGEMENT, LLC | NAPLES | 319208 | $5.10B | 56 | 2026-06-30 | → |
| 188 | ALIYA CAPITAL PARTNERS LLC | MIAMI | 305988 | $5.09B | 18 | 2026-05-31 | → |
| 189 | STONEX ADVISORS INC. | BIRMINGHAM | 174182 | $5.09B | 220 | 2026-06-30 | → |
| 190 | PACIFIC FINANCIAL GROUP INC | NASHVILLE | 105203 | $5.07B | 62 | 2026-05-31 | → |
| 191 | NEWPORT GROUP CONSULTING, LLC | LAKE MARY | 140944 | $5.05B | 31 | 2026-03-31 | → |
| 192 | MERIDIAN WEALTH MANAGEMENT, LLC | LEXINGTON | 151523 | $4.98B | 67 | 2026-03-31 | → |
| 193 | SLAVIC MUTUAL FUNDS MANAGEMENT CORP. | BOCA RATON | 113833 | $4.97B | 13 | 2026-04-30 | → |
| 194 | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | COLUMBIA | 165306 | $4.96B | 38 | 2026-05-31 | → |
| 195 | FIDUCIARYVEST, LLC | ATLANTA | 134351 | $4.93B | 10 | 2026-03-31 | → |
| 196 | TEXAS YALE CAPITAL CORP. | ST. PETERSBURG | 126992 | $4.92B | 7 | 2026-05-31 | → |
| 197 | EULAV ASSET MANAGEMENT | SARASOTA | 156397 | $4.90B | 14 | 2025-07-31 | → |
| 198 | HERITAGE WEALTH ADVISORS, LLC | RICHMOND | 137484 | $4.86B | 36 | 2026-05-31 | → |
| 199 | SIRIS CAPITAL GROUP, LLC | WEST PALM BEACH | 157798 | $4.81B | 24 | 2026-03-31 | → |
| 200 | SOWELL FINANCIAL SERVICES, LLC | NORTH LITTLE ROCK | 127145 | $4.81B | 162 | 2026-06-30 | → |
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