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 | |
|---|---|---|---|---|---|---|---|
| 2701 | COLOMB INVESTMENT MANAGEMENT COMPANY, LLC | METAIRIE | 140088 | $4.7M | 8 | 2026-03-31 | → |
| 2702 | PROSPERA FUNDS, INC. | ISLE OF PALMS | 331765 | $4.6M | 4 | 2026-03-31 | → |
| 2703 | INVEX NEXT, LLC | CORAL GABLES | 328201 | $3.0M | 8 | 2026-03-31 | → |
| 2704 | NED DAVIS RESEARCH, INC. | SARASOTA | 112260 | $2.2M | 68 | 2025-12-31 | → |
| 2705 | YOUR WEALTH CONSULTANTS | ATLANTA | 310328 | $2.1M | 1 | 2026-01-31 | → |
| 2706 | SAVVY FINANCIAL, INC. | FRANKLIN | 304337 | $1.9M | 15 | 2026-03-31 | → |
| 2707 | ADVISIFI LLC | ST PETERSBURG | 332477 | $1.8M | 6 | 2026-03-31 | → |
| 2708 | AXIENT INVESTMENT ADVISORS LLC | HUNTSVILLE | 336722 | $1.7M | 1 | 2026-03-31 | → |
| 2709 | WOLVERINE INVESTMENT ADVISORS, LLC | ATLANTA | 307037 | $1.4M | 3 | 2026-05-31 | → |
| 2710 | JEDBURGH MANAGEMENT LLC | OCALA | 334677 | $1.0M | 3 | 2025-02-28 | → |
| 2711 | RICHMOND CAPITAL ADVISORS LLC | MIAMI | 327060 | $927,000 | 1 | 2026-02-28 | → |
| 2712 | OPPENHEIMERFUNDS INC | ATLANTA | 104983 | $827,684 | 15 | 2026-03-31 | → |
| 2713 | TRADERS A.I., INC. | FAIRFAX | 331700 | $773,573 | 3 | 2026-03-31 | → |
| 2714 | TIMBERLINK LLC | JOHNS CREEK | 170067 | $594,011 | 2 | 2026-01-31 | → |
| 2715 | NEW DAY WEALTH MANAGEMENT, LLC | RUSSELLVILLE | 327224 | $355,140 | 2 | 2026-02-28 | → |
| 2716 | OPENVEST ACCESS LLC | AVENTURA | 328152 | $353,485 | 2 | 2026-06-30 | → |
| 2717 | GREENWOOD INVESTMENT ADVISORS, LLC | ATLANTA | 327470 | $229,197 | 2 | 2026-04-30 | → |
| 2718 | DABA ADVISORS LLC | MIAMI | 319371 | $228,411 | 1 | 2026-03-31 | → |
| 2719 | RICHR MONEY LLC | MIAMI | 318725 | $186,824 | 2 | 2025-01-31 | → |
| 2720 | BULLTICK4U ADVISOR, LLC | MIAMI | 319418 | $142,776 | 10 | 2026-03-31 | → |
| 2721 | AXXES ADVISORS LLC | CORAL GABLES | 318039 | $100,000 | 10 | 2026-04-30 | → |
| 2722 | A|C MANAGEMENT TECH LLC | MIAMI | 333712 | $98,361 | 5 | 2026-03-31 | → |
| 2723 | VAQUITA SUN, INC. | FORT LAUDERDALE | 333125 | $95,888 | 1 | 2025-01-31 | → |
| 2724 | MATTY AI INC. | GREENVILLE | 317016 | $39,330 | 2 | 2026-03-31 | → |
| 2725 | RR DIGITAL LLC | MIAMI | 328800 | $19,535 | 2 | 2025-09-30 | → |
| 2726 | EL MENUDO CUENTA LLC | MIAMI | 328439 | $3,600 | 1 | 2026-04-30 | → |
| 2727 | KRAKEN ADVISER LLC | FORT LAUDERDALE | 337920 | $377 | 5 | 2026-06-30 | → |
| 2728 | ASAL INVEST LLC | ARLINGTON | 340305 | $270 | 2 | 2026-06-30 | → |
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