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 | |
|---|---|---|---|---|---|---|---|
| 601 | PROFESSIONAL ADVISORY SERVICES INC | VERO BEACH | 105397 | $1.26B | 13 | 2026-03-31 | → |
| 602 | ULLMANN WEALTH PARTNERS GROUP, LLC | JACKSONVILLE BEACH | 316697 | $1.25B | 13 | 2026-03-31 | → |
| 603 | TD CAPITAL MANAGEMENT LLC | MEMPHIS | 106125 | $1.24B | 15 | 2026-02-28 | → |
| 604 | NORTHWEST FINANCIAL ADVISORS LLC | HERNDON | 166769 | $1.24B | 37 | 2026-03-31 | → |
| 605 | KPP ADVISORY SERVICES LLC | LOUISVILLE | 289507 | $1.24B | 37 | 2026-05-31 | → |
| 606 | KORE ADVISORS LP | BOYNTON BEACH | 159663 | $1.24B | 15 | 2026-03-31 | → |
| 607 | GRAVES LIGHT LENHART WEALTH, INC. | HARRISONBURG | 298283 | $1.23B | 11 | 2026-03-31 | → |
| 608 | ELEMENT POINTE ADVISORS, LLC | MIAMI | 282750 | $1.22B | 11 | 2026-05-31 | → |
| 609 | SANFORD C. BERNSTEIN & CO., LLC | NASHVILLE | 104474 | $1.22B | 0 | 2026-03-31 | → |
| 610 | PARTHENON LLC | LOUISVILLE | 107794 | $1.22B | 7 | 2026-01-31 | → |
| 611 | INVESTMENT ADVISORY GROUP, LLC | SARASOTA | 109445 | $1.22B | 10 | 2026-02-28 | → |
| 612 | FIELDER CAPITAL GROUP LLC | NASHVILLE | 156737 | $1.21B | 11 | 2026-03-31 | → |
| 613 | HAMILTON POINT INVESTMENT ADVISORS, LLC | CHAPEL HILL | 144534 | $1.21B | 12 | 2026-03-31 | → |
| 614 | HG CAPITAL MANAGEMENT, LLC | NASHVILLE | 163613 | $1.21B | 14 | 2026-03-31 | → |
| 615 | AMERGIN ASSET MANAGEMENT, LLC | BOCA RATON | 323350 | $1.21B | 13 | 2026-03-31 | → |
| 616 | BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | BOCA RATON | 126767 | $1.20B | 12 | 2026-03-31 | → |
| 617 | MODERN PORTFOLIO CONSULTANTS, LLC | NAPLES | 120846 | $1.20B | 3 | 2026-03-31 | → |
| 618 | FINBACK INVESTMENT PARTNERS, LLC | CORAL GABLES | 310944 | $1.20B | 17 | 2026-03-31 | → |
| 619 | RICHARD YOUNG ASSOCIATES, LTD. | AUGUSTA | 126124 | $1.20B | 16 | 2026-02-28 | → |
| 620 | SILVERBACK ASSET MANAGEMENT, LLC | DURHAM | 141407 | $1.19B | 12 | 2026-03-31 | → |
| 621 | MACERATIO LLC | MIAMI | 304078 | $1.19B | 7 | 2026-06-30 | → |
| 622 | TOBIAS FINANCIAL ADVISORS, INC. | PLANTATION | 104711 | $1.19B | 26 | 2026-04-30 | → |
| 623 | FOUNDERS FINANCIAL ALLIANCE, LLC | RALEIGH | 173011 | $1.19B | 31 | 2026-03-31 | → |
| 624 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC | KNOXVILLE | 160321 | $1.19B | 38 | 2026-06-30 | → |
| 625 | NUVERSE ADVISORS LLC | HALLANDALE BEACH | 119840 | $1.18B | 17 | 2026-03-31 | → |
| 626 | WAYCROSS PARTNERS, LLC | LOUISVILLE | 153838 | $1.18B | 13 | 2026-06-30 | → |
| 627 | VERUS FINANCIAL PARTNERS, INC. | RICHMOND | 106744 | $1.18B | 21 | 2026-05-31 | → |
| 628 | WOODARD & CO ASSET MANAGEMENT GROUP INC | BERMUDA RUN | 108199 | $1.17B | 5 | 2026-04-30 | → |
| 629 | FULCRUM EQUITY PARTNERS, INC. | ATLANTA | 163489 | $1.16B | 27 | 2026-03-31 | → |
| 630 | BOYNE CAPITAL MANAGEMENT, LLC | MIAMI | 285919 | $1.16B | 33 | 2026-03-31 | → |
| 631 | NTV ASSET MANAGEMENT, LLC | CHARLESTON | 111062 | $1.16B | 5 | 2026-03-31 | → |
| 632 | TOTH FINANCIAL ADVISORY CORP | LEESBURG | 104952 | $1.15B | 18 | 2026-03-31 | → |
| 633 | VERITY ASSET MANAGEMENT, INC. | DURHAM | 158667 | $1.15B | 77 | 2026-06-30 | → |
| 634 | LONGVIEW WEALTH MANAGEMENT, INC. | ATLANTA | 136214 | $1.15B | 24 | 2026-05-31 | → |
| 635 | AB2 CAPITAL PARTNERS LLC | HOLLYWOOD | 318038 | $1.15B | 1 | 2026-02-28 | → |
| 636 | WINSTON CAPITAL MANAGEMENT LLC | ARLINGTON | 111450 | $1.15B | 9 | 2026-06-30 | → |
| 637 | LIBERTY HALL CAPITAL PARTNERS, L.P. | CHARLESTON | 173159 | $1.14B | 10 | 2026-04-30 | → |
| 638 | INFINITUM ASSET MANAGEMENT, LLC | FORT LAUDERDALE | 333552 | $1.14B | 5 | 2026-03-31 | → |
| 639 | FOUNDATION RESOURCE MANAGEMENT, INC. | LITTLE ROCK | 116359 | $1.14B | 9 | 2026-03-31 | → |
| 640 | CARLYLE AVIATION SECURITIES PARTNERS LLC | MIAMI | 168456 | $1.14B | 4 | 2026-03-31 | → |
| 641 | GODWIN CAPITAL GROUP, LLC | ATLANTA | 316592 | $1.13B | 6 | 2026-03-31 | → |
| 642 | MOONRISE CAPITAL LP | VERO BEACH | 286269 | $1.13B | 3 | 2026-03-31 | → |
| 643 | AVIANCE CAPITAL PARTNERS LLC | NAPLES | 146597 | $1.13B | 11 | 2026-04-30 | → |
| 644 | ALDRICH CAPITAL PARTNERS LLC | MCLEAN | 283127 | $1.12B | 52 | 2025-03-31 | → |
| 645 | ADAMO CAPITAL FAMILY OFFICE LLC | MIAMI | 315653 | $1.12B | 17 | 2026-03-31 | → |
| 646 | CHANNING GLOBAL ADVISORS, LLC | FORT LAUDERDALE | 290893 | $1.11B | 8 | 2026-03-31 | → |
| 647 | DOCK STREET ASSET MANAGEMENT INC | PALM BEACH | 111163 | $1.11B | 6 | 2026-03-31 | → |
| 648 | NEWFOUND RESEARCH LLC | ST. PETERSBURG | 159064 | $1.11B | 5 | 2026-02-28 | → |
| 649 | LAUREL WEALTH ADVISORS, LLC | CHARLOTTE | 118469 | $1.11B | 9 | 2026-03-31 | → |
| 650 | KIAN CAPITAL PARTNERS, LLC | CHARLOTTE | 329179 | $1.10B | 19 | 2026-03-31 | → |
| 651 | BERKELEY CAPITAL PARTNERS, LLC | MILTON | 281082 | $1.10B | 11 | 2026-03-31 | → |
| 652 | SB ADVISORY, LLC | ATLANTA | 154680 | $1.10B | 35 | 2026-06-30 | → |
| 653 | LWM ADVISORY SERVICES, LLC | PLANTATION | 172009 | $1.09B | 10 | 2026-04-30 | → |
| 654 | GIRAFFES, INC. | COLUMBUS | 157616 | $1.09B | 19 | 2026-06-30 | → |
| 655 | FPL CAPITAL MANAGEMENT, LLC | METAIRIE | 117499 | $1.08B | 5 | 2026-01-31 | → |
| 656 | NFSG CORPORATION | BOCA RATON | 130814 | $1.08B | 89 | 2026-03-31 | → |
| 657 | ANZU PARTNERS, LLC | TAMPA | 288985 | $1.08B | 49 | 2026-06-30 | → |
| 658 | FJ CAPITAL MANAGEMENT LLC | MCLEAN | 158049 | $1.08B | 18 | 2026-03-31 | → |
| 659 | SUMMIT ASSET MANAGEMENT LLC | MEMPHIS | 109606 | $1.08B | 8 | 2026-03-31 | → |
| 660 | COVENANT PARTNERS, LLC | NASHVILLE | 110137 | $1.08B | 15 | 2026-02-28 | → |
| 661 | POINTOAK RETIREMENT ADVISORS, LLC | MCLEAN | 314866 | $1.08B | 3 | 2026-03-31 | → |
| 662 | SOLOMON HESS SBA MANAGEMENT LLC | ARLINGTON | 158481 | $1.08B | 7 | 2026-04-30 | → |
| 663 | CORNERSTONE TRUST MANAGEMENT SERVICES LLC | ALTAMONTE SPRINGS | 170864 | $1.08B | 2 | 2026-03-31 | → |
| 664 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | THOMASVILLE | 113106 | $1.07B | 22 | 2026-03-31 | → |
| 665 | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | ATHENS | 154839 | $1.07B | 29 | 2026-06-30 | → |
| 666 | POWER SUSTAINABLE MANAGER US, INC. | MIAMI | 325145 | $1.07B | 31 | 2026-03-31 | → |
| 667 | PROVIDENCE CAPITAL ADVISORS, LLC | CHARLOTTE | 174631 | $1.07B | 14 | 2026-03-31 | → |
| 668 | CONCORD WEALTH PARTNERS | ABINGDON | 118643 | $1.07B | 20 | 2026-03-31 | → |
| 669 | JACKSON WEALTH MANAGEMENT, LLC | LAKE MARY | 147642 | $1.07B | 10 | 2026-03-31 | → |
| 670 | YESKE BUIE INC. | VIENNA | 143234 | $1.07B | 17 | 2026-02-28 | → |
| 671 | GIBBS WEALTH MANAGEMENT, LLC | ALPHARETTA | 281621 | $1.06B | 147 | 2026-04-30 | → |
| 672 | HEMINGTON WEALTH MANAGEMENT, LLC | FALLS CHURCH | 169024 | $1.06B | 16 | 2025-05-31 | → |
| 673 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | MILTON | 109040 | $1.05B | 5 | 2026-02-28 | → |
| 674 | PANORAMIKA ADVISORS INC. | MIAMI | 172737 | $1.05B | 2 | 2026-02-28 | → |
| 675 | SOUTHERN FINANCIAL GROUP, LLC | BIRMINGHAM | 142644 | $1.05B | 8 | 2026-02-28 | → |
| 676 | WEATHERFORD CAPITAL MANAGEMENT LLC | TAMPA | 304514 | $1.05B | 14 | 2026-03-31 | → |
| 677 | ROUND HILL MUSIC LP | NASHVILLE | 167234 | $1.05B | 59 | 2026-03-31 | → |
| 678 | MARBLE WEALTH, LLC | MONTGOMERY | 335291 | $1.05B | 6 | 2026-04-30 | → |
| 679 | CIFC INVESTMENT MANAGEMENT LLC | MIAMI | 107050 | $1.04B | 200 | 2026-03-31 | → |
| 680 | FITZROY INVESTMENT ADVISORS LLC | AVENTURA | 174342 | $1.04B | 9 | 2026-03-31 | → |
| 681 | LS BDC ADVISER, LLC | MIAMI | 313799 | $1.04B | 35 | 2026-06-30 | → |
| 682 | WHALEROCK POINT PARTNERS, LLC | WEST PALM BEACH | 140781 | $1.04B | 6 | 2026-01-31 | → |
| 683 | BAY POINT ADVISORS, LLC | ATLANTA | 286050 | $1.03B | 29 | 2026-03-31 | → |
| 684 | HARVEY INVESTMENT COMPANY, LLC | LOUISVILLE | 110482 | $1.03B | 4 | 2026-05-31 | → |
| 685 | CARDINAL CAPITAL MANAGEMENT INC | RALEIGH | 108076 | $1.03B | 4 | 2026-02-28 | → |
| 686 | BASS AND BELL, INC. | LITTLE ROCK | 300557 | $1.02B | 6 | 2026-03-31 | → |
| 687 | ALPHA OMEGA WEALTH MANAGEMENT, LLC | RICHMOND | 149842 | $1.02B | 9 | 2026-03-31 | → |
| 688 | CAPITAL INVESTMENT COUNSEL INC | RALEIGH | 104591 | $1.02B | 11 | 2026-04-30 | → |
| 689 | PETTYJOHN, WOOD & WHITE, INC. | LYNCHBURG | 106403 | $1.02B | 6 | 2026-03-31 | → |
| 690 | GREATMARK INVESTMENT PARTNERS, INC. | COLUMBUS | 105267 | $1.02B | 7 | 2026-03-31 | → |
| 691 | WM PARTNERS, LP | AVENTURA | 235788 | $1.02B | 24 | 2026-03-31 | → |
| 692 | MEG GREEN & ASSOCIATES, INC. | PLANTATION | 284866 | $1.02B | 15 | 2026-03-31 | → |
| 693 | SOLLINDA CAPITAL MANAGEMENT LLC | MIAMI | 321742 | $1.02B | 20 | 2026-06-30 | → |
| 694 | GFG CAPITAL, LLC | MIAMI | 128059 | $1.01B | 16 | 2026-03-31 | → |
| 695 | JT STRATFORD, LLC | GAINESVILLE | 155629 | $1.01B | 18 | 2026-03-31 | → |
| 696 | VERUM PARTNERS LLC | CHARLOTTE | 301058 | $1.01B | 17 | 2026-03-31 | → |
| 697 | DORSEY, WRIGHT & ASSOCIATES, LLC | RICHMOND | 104925 | $1.01B | 25 | 2026-04-30 | → |
| 698 | FTA ASSET MANAGEMENT, LLC | CHARLOTTE | 332377 | $1.01B | 13 | 2026-03-31 | → |
| 699 | INVICTUS FIDUCIARY SERVICES, LLC | MEMPHIS | 286117 | $1.01B | 2 | 2026-03-31 | → |
| 700 | LATHROP INVESTMENT MANAGEMENT COMPANY | LITTLE ROCK | 334458 | $1.01B | 5 | 2026-03-31 | → |
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