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 | |
|---|---|---|---|---|---|---|---|
| 301 | MMBG INVESTMENT ADVISORS CO. | MIAMI | 285263 | $2.98B | 14 | 2026-03-31 | → |
| 302 | MONTAG A & ASSOCIATES INC | ATLANTA | 105756 | $2.97B | 30 | 2026-03-31 | → |
| 303 | IMPACT PARTNERSHIP WEALTH, LLC | MARIETTA | 313928 | $2.96B | 100 | 2026-03-31 | → |
| 304 | THE RENAISSANCE GROUP LLC | COVINGTON | 105916 | $2.91B | 19 | 2026-04-30 | → |
| 305 | SMITH, SALLEY & ASSOCIATES, LLC | GREENSBORO | 129614 | $2.89B | 18 | 2026-05-31 | → |
| 306 | HARDY REED, LLC | TUPELO | 141024 | $2.89B | 18 | 2026-04-30 | → |
| 307 | CHAS. P. SMITH & ASSOCIATES, PA, CPA'S | LAKELAND | 104914 | $2.89B | 60 | 2026-03-31 | → |
| 308 | TIMOTHY PARTNERS, LTD. | MAITLAND | 41835 | $2.86B | 24 | 2026-02-28 | → |
| 309 | WATERS, PARKERSON & CO., LLC | NEW ORLEANS | 3711 | $2.86B | 12 | 2026-05-31 | → |
| 310 | WEST FINANCIAL SERVICES, INC. | MCLEAN | 137497 | $2.84B | 39 | 2026-06-30 | → |
| 311 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | ST. AUGUSTINE | 165895 | $2.83B | 5 | 2026-04-30 | → |
| 312 | MARINER INSTITUTIONAL, LLC | WINTER PARK | 111964 | $2.82B | 148 | 2026-06-30 | → |
| 313 | KAUFMAN HALL INVESTMENT MANAGEMENT, LLC | BRENTWOOD | 328876 | $2.82B | 9 | 2026-03-31 | → |
| 314 | KAWA CAPITAL MANAGEMENT, INC. | HALLANDALE BEACH | 157780 | $2.82B | 53 | 2026-06-30 | → |
| 315 | L 1 GLOBAL WEALTH LLC | COCONUT GROVE | 337213 | $2.81B | 4 | 2026-03-31 | → |
| 316 | CSFC MANAGEMENT COMPANY, LLC | NASHVILLE | 161372 | $2.80B | 35 | 2026-03-31 | → |
| 317 | POINTER MANAGEMENT, LLC | CHATTANOOGA | 156810 | $2.79B | 16 | 2026-03-31 | → |
| 318 | LRI INVESTMENTS, LLC | PALM BEACH GARDENS | 323556 | $2.78B | 35 | 2026-02-28 | → |
| 319 | STEGNER INVESTMENT ASSOCIATES INC | LOUISVILLE | 107480 | $2.77B | 10 | 2026-03-31 | → |
| 320 | HOLDCO ASSET MANAGEMENT, LP | FORT LAUDERDALE | 167054 | $2.76B | 7 | 2026-03-31 | → |
| 321 | FALCONS I, LLC | ATLANTA | 294460 | $2.75B | 5 | 2026-03-31 | → |
| 322 | GUARDIAN WEALTH ADVISORS, LLC | RALEIGH | 305412 | $2.74B | 50 | 2026-03-31 | → |
| 323 | BISON WEALTH, LLC | ATLANTA | 299805 | $2.74B | 78 | 2026-06-30 | → |
| 324 | SSB WEALTH MANAGEMENT, INC. | VIENNA | 306510 | $2.73B | 20 | 2026-06-30 | → |
| 325 | 1789 CAPITAL MANAGEMENT, LLC | PALM BEACH | 335007 | $2.73B | 13 | 2026-03-31 | → |
| 326 | EIR PARTNERS CAPITAL, LP | MIAMI | 319010 | $2.72B | 16 | 2026-03-31 | → |
| 327 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC | MEMPHIS | 174809 | $2.69B | 21 | 2026-03-31 | → |
| 328 | STADION MONEY MANAGEMENT, LLC | WATKINSVILLE | 112608 | $2.69B | 39 | 2026-03-31 | → |
| 329 | 36 NORTH CAPITAL MANAGEMENT, LLC | BENTONVILLE | 317557 | $2.67B | 4 | 2026-02-28 | → |
| 330 | LEGACY WEALTH MANAGEMENT INC | MEMPHIS | 108619 | $2.66B | 22 | 2026-03-31 | → |
| 331 | CORNERSTONE INVESTMENT PARTNERS, LLC | ATLANTA | 111753 | $2.65B | 15 | 2026-03-31 | → |
| 332 | FOSTER VICTOR WEALTH ADVISORS, LLC | GREENVILLE | 283656 | $2.64B | 42 | 2026-03-31 | → |
| 333 | AJ CAPITAL MANAGEMENT LLC | NASHVILLE | 291880 | $2.64B | 112 | 2026-05-31 | → |
| 334 | FIRST CITIZENS INVESTOR SERVICES, INC. | RALEIGH | 44430 | $2.63B | 352 | 2026-05-31 | → |
| 335 | AB BROADLY SYNDICATED LOAN MANAGER LLC | NASHVILLE | 308135 | $2.62B | 1 | 2026-03-31 | → |
| 336 | INGHAM RUSSELL INVESTMENT ADVISORS INC | MIAMI | 106299 | $2.62B | 10 | 2026-03-31 | → |
| 337 | QUINN OPPORTUNITY PARTNERS LLC | CHARLOTTESVILLE | 167470 | $2.61B | 2 | 2026-04-30 | → |
| 338 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | MIAMI | 317392 | $2.61B | 11 | 2026-03-31 | → |
| 339 | LCG ASSOCIATES, INC. | ATLANTA | 105971 | $2.61B | 58 | 2026-03-31 | → |
| 340 | MOTLEY FOOL ASSET MANAGEMENT, LLC | ALEXANDRIA | 149688 | $2.60B | 14 | 2025-12-31 | → |
| 341 | RGM CAPITAL, LLC | NAPLES | 136634 | $2.60B | 7 | 2026-03-31 | → |
| 342 | EDISON PARTNERS MANAGEMENT, LLC | NASHVILLE | 310951 | $2.58B | 22 | 2026-03-31 | → |
| 343 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO | 144426 | $2.57B | 124 | 2026-01-31 | → |
| 344 | GLASSMAN WEALTH SERVICES, LLC | VIENNA | 151478 | $2.56B | 21 | 2026-04-30 | → |
| 345 | MAS ADVISORS LLC | CORAL GABLES | 165906 | $2.56B | 13 | 2026-03-31 | → |
| 346 | CHICKASAW CAPITAL MANAGEMENT, LLC | MEMPHIS | 127398 | $2.55B | 19 | 2026-04-30 | → |
| 347 | PHASE 3 CAPITAL MANAGEMENT LLC | BOCA RATON | 294408 | $2.54B | 9 | 2026-03-31 | → |
| 348 | STRATEGIC BLUEPRINT, LLC | ATLANTA | 284840 | $2.54B | 56 | 2026-05-31 | → |
| 349 | FIDUCIARY ALLIANCE LLC | GREENVILLE | 284924 | $2.53B | 76 | 2026-06-30 | → |
| 350 | ARCUS CAPITAL PARTNERS, LLC | ATLANTA | 147346 | $2.51B | 15 | 2026-03-31 | → |
| 351 | AZORA CAPITAL LP | MIAMI | 287621 | $2.50B | 16 | 2026-03-31 | → |
| 352 | ALPHASTAR CAPITAL MANAGEMENT, LLC | CORNELIUS | 157423 | $2.50B | 150 | 2026-05-31 | → |
| 353 | WHISTLER CAPITAL PARTNERS LLC | NASHVILLE | 316528 | $2.49B | 9 | 2026-03-31 | → |
| 354 | CORNERSTONE WEALTH GROUP, LLC | HUNTERSVILLE | 289971 | $2.49B | 50 | 2026-03-31 | → |
| 355 | CONCURRENT ASSET MANAGEMENT, LLC | TAMPA | 330657 | $2.49B | 3 | 2026-06-30 | → |
| 356 | FIDUCIARY FIRST, LLC | MAITLAND | 150330 | $2.46B | 7 | 2026-03-31 | → |
| 357 | SILVER OAK SECURITIES INCORPORATED | JACKSON | 46947 | $2.45B | 103 | 2026-05-31 | → |
| 358 | JAFFE TILCHIN INVESTMENT PARTNERS, LLC | TAMPA | 143608 | $2.45B | 39 | 2026-05-31 | → |
| 359 | BLUEARC CAPITAL MANAGEMENT, LLC | ATLANTA | 167233 | $2.44B | 11 | 2025-12-31 | → |
| 360 | 3650 REIT INVESTMENT MANAGEMENT LLC | MIAMI | 286013 | $2.43B | 16 | 2026-03-31 | → |
| 361 | COMVEST ADVISORS LLC | WEST PALM BEACH | 160753 | $2.43B | 150 | 2026-03-31 | → |
| 362 | STERLING INVESTMENT MANAGEMENT, LLC | WEST PALM BEACH | 174707 | $2.41B | 52 | 2026-03-31 | → |
| 363 | OXFORD FINANCE ADVISORS, LLC | ALEXANDRIA | 304433 | $2.41B | 84 | 2026-03-31 | → |
| 364 | FOREST AVENUE CAPITAL MANAGEMENT LP | MIAMI | 321948 | $2.41B | 11 | 2026-03-31 | → |
| 365 | CAPITAL INVESTMENT ADVISORY SERVICES, LLC | RALEIGH | 149124 | $2.39B | 91 | 2026-03-31 | → |
| 366 | WADDELL & ASSOCIATES, LLC | MEMPHIS | 283723 | $2.38B | 21 | 2026-03-31 | → |
| 367 | AFBI LP | MIAMI BEACH | 331428 | $2.34B | 22 | 2026-03-31 | → |
| 368 | KEYSTONE FINANCIAL GROUP, LLC | LEXINGTON | 170201 | $2.34B | 49 | 2026-03-31 | → |
| 369 | ISAM FUNDS (USA) LLC | BOCA RATON | 307934 | $2.33B | 58 | 2026-01-31 | → |
| 370 | SENTRY, LLC | MEMPHIS | 150593 | $2.33B | 4 | 2026-03-31 | → |
| 371 | ARLINGTON PARTNERS LLC | BIRMINGHAM | 109335 | $2.31B | 14 | 2026-03-31 | → |
| 372 | MCKINLEY CARTER WEALTH SERVICES, INC. | WHEELING | 135184 | $2.31B | 32 | 2026-03-31 | → |
| 373 | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | MIAMI | 158905 | $2.30B | 56 | 2026-03-31 | → |
| 374 | CORNERSTONE MANAGEMENT, INC. | DULUTH | 125828 | $2.29B | 19 | 2026-03-31 | → |
| 375 | FIDELIS CAPITAL PARTNERS, LLC | TAMPA | 322287 | $2.28B | 22 | 2026-04-30 | → |
| 376 | SOUND VIEW WEALTH ADVISORS GROUP, LLC | SAVANNAH | 300927 | $2.28B | 19 | 2026-03-31 | → |
| 377 | RUBICON FOUNDERS LLC | NASHVILLE | 315631 | $2.26B | 54 | 2026-05-31 | → |
| 378 | RATHER & KITTRELL, INC. | KNOXVILLE | 114885 | $2.25B | 32 | 2026-03-31 | → |
| 379 | HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. | BOCA RATON | 285401 | $2.24B | 32 | 2026-03-31 | → |
| 380 | ABSOLUTE INVESTMENT ADVISERS, LLC | ROSEMARY BEACH | 132436 | $2.23B | 16 | 2026-03-31 | → |
| 381 | NEWSOUTH CAPITAL MANAGEMENT INC | MEMPHIS | 110676 | $2.23B | 11 | 2026-06-30 | → |
| 382 | KOSS-OLINGER CONSULTING, LLC. | GAINESVILLE | 111855 | $2.23B | 30 | 2026-04-30 | → |
| 383 | HERITAGE INVESTMENT GROUP, INC. | POMPANO BEACH | 113204 | $2.23B | 21 | 2026-03-31 | → |
| 384 | LBMC INVESTMENT ADVISORS LLC | BRENTWOOD | 108943 | $2.23B | 8 | 2026-03-31 | → |
| 385 | ARISTOTLE ATLANTIC PARTNERS, LLC | SARASOTA | 285721 | $2.22B | 7 | 2026-03-31 | → |
| 386 | RIVERFRONT INVESTMENT GROUP, LLC | RICHMOND | 146221 | $2.22B | 46 | 2026-06-30 | → |
| 387 | E.S. BARR & COMPANY | LEXINGTON | 107447 | $2.22B | 6 | 2026-03-31 | → |
| 388 | OCCUDO QUANTITATIVE STRATEGIES LP | FORT LAUDERDALE | 310070 | $2.22B | 5 | 2026-03-31 | → |
| 389 | PATTEN AND PATTEN, INC. | CHATTANOOGA | 105414 | $2.21B | 13 | 2026-03-31 | → |
| 390 | RESURGENS TECHNOLOGY ADVISORS, L.P. | ATLANTA | 293042 | $2.17B | 42 | 2026-03-31 | → |
| 391 | CAPITOL SECURITIES MANAGEMENT, INC. | GLEN ALLEN | 14169 | $2.16B | 170 | 2026-03-31 | → |
| 392 | ABACUS PLANNING GROUP, INC. | COLUMBIA | 107994 | $2.16B | 30 | 2026-04-30 | → |
| 393 | TIVERTON ADVISORS, LLC | RALEIGH | 305331 | $2.14B | 41 | 2026-03-31 | → |
| 394 | RAM REALTY ADVISORS LLC | PALM BEACH GARDENS | 160238 | $2.14B | 54 | 2026-04-30 | → |
| 395 | FAIRHOLME CAPITAL MANAGEMENT, L.L.C. | SOUTH MIAMI | 107987 | $2.14B | 7 | 2026-03-31 | → |
| 396 | NFC INVESTMENTS, LLC | MEMPHIS | 132844 | $2.14B | 9 | 2026-02-28 | → |
| 397 | ORLEANS CAPITAL MANAGEMENT CORP | MANDEVILLE | 111359 | $2.13B | 12 | 2026-03-31 | → |
| 398 | DOUBLELINE ETF ADVISER LP | TAMPA | 317415 | $2.13B | 259 | 2026-03-31 | → |
| 399 | SUNCOAST EQUITY MANAGEMENT, LLC | TAMPA | 108289 | $2.11B | 12 | 2026-03-31 | → |
| 400 | NAVY FEDERAL INVESTMENT SERVICES, LLC | VIENNA | 138459 | $2.10B | 206 | 2026-05-31 | → |
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