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 | |
|---|---|---|---|---|---|---|---|
| 2401 | GORDON ASSET MANAGEMENT LLC | WEST PALM BEACH | 137136 | $128.9M | 3 | 2026-02-28 | → |
| 2402 | QFC ADVISORY LLC | MARYVILLE | 118886 | $128.8M | 4 | 2026-06-30 | → |
| 2403 | ISF GLOBAL CAPITAL INC. | ORLANDO | 340592 | $128.7M | 4 | 2026-06-30 | → |
| 2404 | PELICAN INVESTMENT ADVISORS, LLC | BATON ROUGE | 313227 | $128.5M | 12 | 2026-06-30 | → |
| 2405 | BHK SECURITIES, LLC | BIRMINGHAM | 139665 | $128.4M | 8 | 2026-03-31 | → |
| 2406 | MULLINS INVESTMENT SERVICES, LLC | CULPEPER | 155899 | $128.4M | 2 | 2025-10-31 | → |
| 2407 | ST. JOHN & ASSOCIATES, INC. | ROSWELL | 124778 | $128.4M | 6 | 2026-03-31 | → |
| 2408 | RM ADVISER, LLC | ORLANDO | 283877 | $128.3M | 4 | 2026-03-31 | → |
| 2409 | NETWORTH FINANCIAL SERVICES, LLC | JOHNS CREEK | 126666 | $128.1M | 5 | 2026-03-31 | → |
| 2410 | THE MARIN GROUP INC. | ATLANTA | 125217 | $128.1M | 2 | 2026-06-30 | → |
| 2411 | SECOND HALF FINANCIAL PARTNERS, LLC | SEBRING | 163454 | $128.0M | 5 | 2026-04-30 | → |
| 2412 | WILLOW FINANCIAL LLC | ROGERS | 325785 | $127.6M | 5 | 2026-06-30 | → |
| 2413 | HATCHER CAPITAL INVESTMENTS, INC. | LITTLE ROCK | 300230 | $127.5M | 6 | 2026-03-31 | → |
| 2414 | GAINSPOLETTI WEALTH PLANNERS ADVISORY LLC | CLEVELAND | 333768 | $127.0M | 3 | 2026-04-30 | → |
| 2415 | ADVR, INC | CHARLESTON | 318823 | $126.8M | 12 | 2026-03-31 | → |
| 2416 | CARMICHAEL CAPITAL, INC. | FRANKLIN | 118468 | $126.6M | 2 | 2026-03-31 | → |
| 2417 | ACTS FINANCIAL ADVISORS, LLC | MCLEAN | 325930 | $126.5M | 2 | 2026-03-31 | → |
| 2418 | WALLICK INVESTMENTS, LLC | COLUMBIA | 162976 | $126.5M | 5 | 2026-02-28 | → |
| 2419 | THE ADVISORY FIRM | ALPHARETTA | 139125 | $126.4M | 1 | 2026-06-30 | → |
| 2420 | COKER & PALMER, INC. | JACKSON | 29163 | $126.3M | 8 | 2026-03-31 | → |
| 2421 | PREMIER PRIVATE WEALTH MANAGEMENT, LLC | PALM HARBOR | 331860 | $126.3M | 4 | 2026-02-28 | → |
| 2422 | LESTE USA, LLC | MIAMI | 301289 | $126.3M | 12 | 2026-06-30 | → |
| 2423 | OAK STREET ADVISORS INC | MYRTLE BEACH | 139400 | $126.2M | 2 | 2026-05-31 | → |
| 2424 | VIP PLANNERS, INC. | ROANOKE | 111946 | $126.2M | 4 | 2026-03-31 | → |
| 2425 | VIP WEALTH ADVISORS LLC | DECATUR | 335528 | $126.1M | 1 | 2026-03-31 | → |
| 2426 | LIVE OAK MANAGEMENT GROUP, LLC | BLUFFTON | 287840 | $126.0M | 4 | 2026-05-31 | → |
| 2427 | REALITY FINANCIAL PLANNING SERVICES, LLC | SARASOTA | 143352 | $125.9M | 2 | 2026-03-31 | → |
| 2428 | SUNDIAL WEALTH LLC | BOCA RATON | 321900 | $125.8M | 3 | 2026-01-31 | → |
| 2429 | BERKELEY ADVISORS, INC. | ATLANTA | 134455 | $125.3M | 2 | 2026-02-28 | → |
| 2430 | MAR WEALTH MANAGEMENT SERVICES, LLC | WEST PALM BEACH | 167335 | $125.1M | 3 | 2026-06-30 | → |
| 2431 | WILSON GROUP FINANCIAL MANAGEMENT, LLC | ORLANDO | 339651 | $125.1M | 9 | 2026-05-31 | → |
| 2432 | DOXARA CAPITAL LP | JACKSONVILLE | 339621 | $125.0M | 3 | 2026-02-28 | → |
| 2433 | STRONGTOWER WEALTH MANAGEMENT, PLC | HOT SPRINGS | 292882 | $125.0M | 7 | 2026-03-31 | → |
| 2434 | TIDEHAVEN WEALTH, LLC | MOUNT PLEASANT | 281814 | $125.0M | 2 | 2026-03-31 | → |
| 2435 | LANDMARK INVESTMENT PARTNERS, L.P. | WEST PALM BEACH | 329543 | $124.9M | 5 | 2026-03-31 | → |
| 2436 | SUMMIT FINANCIAL PARTNERS, INC. | GLEN ALLEN | 117749 | $124.5M | 2 | 2025-11-30 | → |
| 2437 | FORTIS PRIVATE WEALTH ADVISORS, LLC | MIAMI | 304494 | $124.4M | 3 | 2026-03-31 | → |
| 2438 | CORAL WEALTH MANAGEMENT, LLC | MIAMI | 307117 | $124.3M | 2 | 2026-06-30 | → |
| 2439 | CARDEA CAPITAL ADVISORS, LLC | VERO BEACH | 307600 | $124.2M | 9 | 2026-06-30 | → |
| 2440 | T.R.U.E. COASTAL CAPITAL, LLC | SAVANNAH | 281556 | $124.1M | 4 | 2026-03-31 | → |
| 2441 | COSEY FINANCIAL SERVICES, INC. | KNOXVILLE | 140175 | $123.7M | 6 | 2026-02-28 | → |
| 2442 | KUCHARO WEALTH, LLC | CHARLOTTE | 329601 | $123.7M | 2 | 2026-05-31 | → |
| 2443 | FITZWILLIAMS WEALTH MANAGEMENT INC. | CHESAPEAKE | 312192 | $123.5M | 13 | 2026-03-31 | → |
| 2444 | IDEAL RETIREMENT SOLUTIONS, LLC | PORT CHARLOTTE | 333393 | $123.5M | 8 | 2026-04-30 | → |
| 2445 | Q2 WEALTH MANAGEMENT LLC | LEXINGTON | 314932 | $123.5M | 3 | 2026-06-30 | → |
| 2446 | RALL CAPITAL MANAGEMENT, INC. | ROCKLEDGE | 132827 | $122.7M | 3 | 2026-03-31 | → |
| 2447 | WASSAW SOUND MANAGEMENT, LLC | SAVANNAH | 299164 | $122.7M | 3 | 2026-03-31 | → |
| 2448 | KAHN FINANCIAL GROUP, INC. | CLEARWATER | 134802 | $122.6M | 2 | 2026-03-31 | → |
| 2449 | ALPHABOND LLC | PALM BEACH | 336339 | $122.6M | 3 | 2026-03-31 | → |
| 2450 | LIONSBRIDGE WEALTH MANAGEMENT LLC | JACKSONVILLE BEACH | 149019 | $122.4M | 3 | 2026-04-30 | → |
| 2451 | PEGASUS FINANCIAL GROUP LLC | CHANTILLY | 145127 | $122.3M | 4 | 2026-05-31 | → |
| 2452 | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | CORAL GABLES | 144601 | $121.9M | 17 | 2025-10-31 | → |
| 2453 | TOLLEY FINANCIAL GROUP, LLC | RALEIGH | 302115 | $121.9M | 1 | 2026-04-30 | → |
| 2454 | CLIO ASSET MANAGEMENT LLC | CHARLOTTESVILLE | 298041 | $121.8M | 1 | 2026-05-31 | → |
| 2455 | ARBALPHA CAPITAL, LLC | MIAMI | 327158 | $121.6M | 2 | 2026-03-31 | → |
| 2456 | GIRA & GIRA INVESTMENT ADVISORS LLC | HARRISONBURG | 167813 | $121.4M | 2 | 2026-04-30 | → |
| 2457 | STRICKLAND DAVIS ADVISORS LLC | MARIETTA | 126538 | $121.3M | 3 | 2026-03-31 | → |
| 2458 | RESNICK WEALTH ALLIANCE, LLC | PALM BEACH GARDENS | 316188 | $121.1M | 2 | 2026-05-31 | → |
| 2459 | WEST FINANCIAL STRATEGIES, INC. | SANFORD | 118241 | $121.0M | 3 | 2026-05-31 | → |
| 2460 | HUTCHINSON FINANCIAL ADVISORS, INC | GLEN ALLEN | 116062 | $120.9M | 4 | 2025-05-31 | → |
| 2461 | CRAFT ASSET MANAGEMENT LLC | TAMPA | 289557 | $120.8M | 7 | 2026-05-31 | → |
| 2462 | DOUCET ASSET MANAGEMENT, LLC | NEW ORLEANS | 141546 | $120.8M | 2 | 2026-03-31 | → |
| 2463 | EMERALD ASSET MANAGEMENT, INC. | ROCKY MOUNT | 174691 | $120.8M | 2 | 2026-03-31 | → |
| 2464 | IRONHORSE CAPITAL LLC | NASHVILLE | 148572 | $120.5M | 2 | 2026-01-31 | → |
| 2465 | DAVIVIENDA INVESTMENT ADVISOR USA LLC | MIAMI | 319755 | $120.2M | 8 | 2026-06-30 | → |
| 2466 | AMERICAN WEALTH ADVISORS, LLC | JOHNS CREEK | 145791 | $120.2M | 3 | 2026-03-31 | → |
| 2467 | PINETREE ADVISORS CORP. | MIAMI | 299275 | $120.0M | 2 | 2026-06-30 | → |
| 2468 | BRICKELL KEY ASSET MANAGEMENT LLC | CHARLESTON | 295209 | $119.9M | 4 | 2026-03-31 | → |
| 2469 | 1650 WEALTH MANAGEMENT, LLC | LIGHTHOUSE POINT | 152985 | $119.7M | 1 | 2026-03-31 | → |
| 2470 | MONEY MANAGEMENT CONCEPTS, INC. | MELBOURNE | 111485 | $119.6M | 2 | 2026-02-28 | → |
| 2471 | HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC | CARY | 323171 | $119.6M | 4 | 2026-02-28 | → |
| 2472 | SENTARA CAPITAL LLC | MARIETTA | 161132 | $119.6M | 3 | 2026-02-28 | → |
| 2473 | FINLEY WEALTH MANAGEMENT, LLC | ESTERO | 142776 | $119.5M | 3 | 2025-07-31 | → |
| 2474 | ABACUS CAPITAL ADVISORS LLC | PLANTATION | 309295 | $119.5M | 3 | 2026-03-31 | → |
| 2475 | CMC FINANCIAL GROUP, LLC | ATLANTA | 292413 | $119.3M | 4 | 2026-03-31 | → |
| 2476 | KAILIX ADVISORS LLC | AVENTURA | 311094 | $119.0M | 1 | 2026-02-28 | → |
| 2477 | INTELLICAPITAL ADVISORS LLC | PONTE VEDRA | 316908 | $118.9M | 3 | 2026-02-28 | → |
| 2478 | CHARMARLINE WEALTH MANAGEMENT LLC | LYNCHBURG | 336719 | $118.8M | 1 | 2026-02-28 | → |
| 2479 | HMS FINANCIAL SERVICES, LLC | COLUMBIA | 131569 | $118.5M | 1 | 2026-03-31 | → |
| 2480 | SANDHILL WEALTH MANAGEMENT, INC. | WINTER PARK | 291649 | $118.5M | 2 | 2026-03-31 | → |
| 2481 | SMITH & CO ADVISORY LLC | SPRING HILL | 333042 | $118.5M | 2 | 2026-05-31 | → |
| 2482 | THE FINANCIAL DISCOVERY GROUP,INC. | ATLANTA | 125383 | $118.3M | 3 | 2026-03-31 | → |
| 2483 | TONE CAPITAL, LLC | RICHMOND | 285622 | $118.3M | 4 | 2026-03-31 | → |
| 2484 | TRG CAPITAL MANAGEMENT INCORPORATED | RALEIGH | 146674 | $118.2M | 5 | 2026-06-30 | → |
| 2485 | CS ADVISORS INC. | BOCA RATON | 130729 | $118.0M | 3 | 2026-02-28 | → |
| 2486 | CORNERSTONE FINANCIAL MANAGEMENT, LLC | ATLANTA | 125494 | $118.0M | 3 | 2026-06-30 | → |
| 2487 | FORT HARRIS CONSULTING, INC. | ROSWELL | 286379 | $117.4M | 6 | 2025-05-31 | → |
| 2488 | SEA HUNTER CAPITAL LLC | PALM BEACH GARDENS | 287710 | $117.2M | 5 | 2026-04-30 | → |
| 2489 | SULZBERGER CAPITAL ADVISORS, INC. | MIAMI | 174673 | $117.1M | 2 | 2026-05-31 | → |
| 2490 | GEORGIA ADVISORY GROUP LLC | ALPHARETTA | 306815 | $117.0M | 2 | 2026-06-30 | → |
| 2491 | GREENLINE WEALTH MANAGEMENT LLC | BOCA RATON | 298397 | $117.0M | 6 | 2026-04-30 | → |
| 2492 | INTEGRA WEALTH, LLC | CHATTANOOGA | 149999 | $116.5M | 2 | 2026-05-31 | → |
| 2493 | STURMAN WEALTH ADVISORS, LLC | CHARLOTTESVILLE | 331560 | $116.4M | 2 | 2026-02-28 | → |
| 2494 | PORTFOLIO ADVISORY GROUP, INC. | ALEXANDRIA | 116011 | $115.8M | 2 | 2026-03-31 | → |
| 2495 | FIRST GEORGETOWN SECURITIES, INC. | ALEXANDRIA | 5871 | $115.7M | 4 | 2026-06-30 | → |
| 2496 | MCCORMACK FINANCIAL PLANNING INC. | ATLANTA | 136857 | $115.7M | 3 | 2026-02-28 | → |
| 2497 | REES WEALTH MANAGEMENT, LLC | SARASOTA | 335458 | $115.7M | 2 | 2026-03-31 | → |
| 2498 | ZENITH ADVISORY GROUP, LLC | THE VILLAGES | 321689 | $115.4M | 4 | 2026-02-28 | → |
| 2499 | 1818 PRIVATE CLIENT GROUP, LLC | AVENTURA | 304110 | $115.4M | 3 | 2026-01-31 | → |
| 2500 | PASSPORT WEALTH MANAGEMENT LLC | CORNELIUS | 297449 | $115.3M | 3 | 2026-02-28 | → |
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