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 | |
|---|---|---|---|---|---|---|---|
| 701 | ANDERSON GROWTH PARTNERS, LLC | BIRMINGHAM | 138600 | $1.01B | 14 | 2026-03-31 | → |
| 702 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
| 703 | VOLOFIN CAPITAL MANAGEMENT (US) LLC | DANIEL ISLAND | 309922 | $1.01B | 9 | 2026-03-31 | → |
| 704 | PYA WALTMAN CAPITAL, LLC | KNOXVILLE | 137283 | $1.01B | 17 | 2026-03-31 | → |
| 705 | LONGUEVUE MANAGEMENT COMPANY LLC | METAIRIE | 330117 | $1.01B | 25 | 2026-04-30 | → |
| 706 | BLUESKY WEALTH ADVISORS, LLC | NEW BERN | 116760 | $1.00B | 14 | 2026-03-31 | → |
| 707 | MSOUTH EQUITY PARTNERS, LLC | ATLANTA | 157601 | $1.00B | 18 | 2026-03-31 | → |
| 708 | AZIMUT INVESTMENT ADVISORS LLC | MIAMI | 134626 | $1.00B | 10 | 2026-05-31 | → |
| 709 | CAPSOUTH PARTNERS, INC. | DOTHAN | 132517 | $1.00B | 22 | 2026-03-31 | → |
| 710 | PALM BEACH CAPITAL MANAGEMENT III, LLC | WEST PALM BEACH | 159611 | $998.8M | 11 | 2026-03-31 | → |
| 711 | DAYBRIGHT ADVISORY SERVICES, INC. | MIAMI | 133795 | $997.4M | 10 | 2026-03-31 | → |
| 712 | COMMONWEALTH FINANCIAL SERVICES, LLC. | VIENNA | 324930 | $994.7M | 26 | 2026-04-30 | → |
| 713 | OMNIA FAMILY WEALTH, LLC | AVENTURA | 170909 | $994.6M | 10 | 2026-06-30 | → |
| 714 | MCLEAN ASSET MANAGEMENT CORPORATION | TYSONS | 108067 | $993.9M | 26 | 2026-05-31 | → |
| 715 | BROWN | MILLER WEALTH MANAGEMENT, LLC | MCLEAN | 305742 | $991.1M | 11 | 2026-04-30 | → |
| 716 | MORRIS & WELLS WEALTH MANAGEMENT | CHARLOTTESVILLE | 162411 | $987.9M | 2 | 2026-03-31 | → |
| 717 | BCS FINANCIAL, LLC | JOHNSON CITY | 115489 | $987.4M | 12 | 2026-03-31 | → |
| 718 | ONEASCENT INVESTMENT SOLUTIONS, LLC | BIRMINGHAM | 285512 | $987.2M | 27 | 2026-03-31 | → |
| 719 | KHROM CAPITAL MANAGEMENT, LLC | MIAMI | 170711 | $980.6M | 6 | 2026-03-31 | → |
| 720 | THE ARKANSAS FINANCIAL GROUP, INC. | LITTLE ROCK | 104808 | $971.1M | 11 | 2026-03-31 | → |
| 721 | BLUEPRINT FINANCIAL ADVISORS LLC | CHARLOTTE | 315570 | $966.6M | 35 | 2026-04-30 | → |
| 722 | UNIQUE WEALTH, LLC | TAMPA | 312462 | $965.6M | 15 | 2026-03-31 | → |
| 723 | HEXAGON CAPITAL PARTNERS, LLC | ROGERS | 305850 | $965.0M | 8 | 2026-03-31 | → |
| 724 | BOONE CAPITAL MANAGEMENT LLC | ATLANTA | 316230 | $963.2M | 5 | 2026-03-31 | → |
| 725 | COMVEST CREDIT MANAGERS, LLC | WEST PALM BEACH | 322342 | $956.8M | 150 | 2026-03-31 | → |
| 726 | PIONEER FAMILY OFFICE, LLC | NORTH MIAMI BEACH | 142856 | $956.8M | 5 | 2026-04-30 | → |
| 727 | BUILDER INVESTMENT GROUP INC | ATLANTA | 107671 | $952.5M | 6 | 2026-03-31 | → |
| 728 | AMERICAN FINANCIAL ADVISORS, LLC. | MARIETTA | 115824 | $950.2M | 7 | 2026-05-31 | → |
| 729 | GROUND SWELL CAPITAL, LLC | FOLLY BEACH | 159812 | $949.2M | 10 | 2026-03-31 | → |
| 730 | DESTINY WEALTH PARTNERS, LLC | TAVARES | 171346 | $947.3M | 26 | 2026-06-30 | → |
| 731 | DF INVESTMENT MANAGER, LLC | ATLANTA | 334742 | $940.8M | 79 | 2026-03-31 | → |
| 732 | MAC ALPHA CAPITAL MANAGEMENT, LP | TAMPA | 311412 | $937.8M | 8 | 2026-03-31 | → |
| 733 | PINNACLE WEALTH ADVISORS | NASHVILLE | 132634 | $936.5M | 6 | 2025-03-31 | → |
| 734 | TRAILS EDGE CAPITAL PARTNERS, LP | ATLANTA | 335659 | $933.4M | 7 | 2026-04-30 | → |
| 735 | PHILIP JAMES WEALTH MANAGEMENT, LLC | ALPHARETTA | 297517 | $930.6M | 9 | 2026-05-31 | → |
| 736 | TRINITY FUND ADVISORS LLC | MIAMI | 310217 | $930.0M | 32 | 2026-03-31 | → |
| 737 | BLUE WATER ADVISORS LP | BOCA RATON | 288923 | $927.9M | 20 | 2026-03-31 | → |
| 738 | LEGACY WEALTH ADVISORS, LLC | NORTH MIAMI BEACH | 326117 | $922.8M | 14 | 2026-03-31 | → |
| 739 | INTEGRITY FIXED INCOME MANAGEMENT, LLC | ORLANDO | 135635 | $921.5M | 6 | 2026-04-30 | → |
| 740 | RAINEY & RANDALL WEALTH ADVISORS, INC. | CELEBRATION | 116251 | $918.2M | 7 | 2026-03-31 | → |
| 741 | AVEGO MANAGEMENT, LLC | ALPHARETTA | 310520 | $917.5M | 16 | 2026-03-31 | → |
| 742 | STRENTA INVESTMENT MANAGEMENT SERVICES, LLC | MIAMI | 169667 | $916.1M | 18 | 2026-03-31 | → |
| 743 | PARTNERS IN FINANCIAL PLANNING, LLC | SALEM | 151980 | $913.6M | 14 | 2026-03-31 | → |
| 744 | NESTEGGS RETIREMENT PLAN SERVICES, INC. | JACKSONVILLE | 133507 | $911.3M | 29 | 2026-02-28 | → |
| 745 | TIEMPO CAPITAL PARTNERS, LLC | MIAMI | 329367 | $911.0M | 7 | 2026-06-30 | → |
| 746 | FCA PARTNERS, LLC | CHARLOTTE | 322393 | $910.3M | 11 | 2026-03-31 | → |
| 747 | CULLEN INVESTMENT GROUP, LTD. | LAFAYETTE | 18266 | $910.0M | 11 | 2026-03-31 | → |
| 748 | FONVILLE WEALTH MANAGEMENT LLC | RICHMOND | 155221 | $909.6M | 12 | 2026-05-31 | → |
| 749 | NAVIMED CAPITAL ADVISORS, LLC | ROSSLYN | 169508 | $904.9M | 14 | 2026-04-30 | → |
| 750 | FLAHARTY ASSET MANAGEMENT, LLC | CLEARWATER | 168495 | $901.6M | 10 | 2026-03-31 | → |
| 751 | TRANQUILITY PARTNERS, LLC | BRENTWOOD | 283478 | $897.0M | 7 | 2026-02-28 | → |
| 752 | KELMAN LAZAROV INC | MEMPHIS | 107727 | $894.6M | 17 | 2026-03-31 | → |
| 753 | ATLANTIC PRIVATE WEALTH, LLC | CHAPEL HILL | 311517 | $894.0M | 5 | 2026-02-28 | → |
| 754 | COMPASS FINANCIAL MANAGEMENT LLC | TAMPA | 156345 | $893.8M | 33 | 2026-05-31 | → |
| 755 | WESBANCO BANK, INC. | WHEELING | 111907 | $892.6M | 13 | 2026-03-31 | → |
| 756 | THOMAS J. HERZFELD ADVISORS, INC. | MIAMI BEACH | 108369 | $890.4M | 15 | 2026-03-31 | → |
| 757 | 3CHOPT INVESTMENT PARTNERS LLC | RICHMOND | 319125 | $889.4M | 7 | 2026-03-31 | → |
| 758 | DUPREE & COMPANY, INC. | LEXINGTON | 1697 | $888.2M | 12 | 2026-02-28 | → |
| 759 | MARTIN INVESTMENT MANAGEMENT, LLC | PALM BEACH GARDENS | 105381 | $888.1M | 12 | 2026-04-30 | → |
| 760 | CASTELLAN GROUP, LLC | LOUISVILLE | 299363 | $882.2M | 8 | 2026-03-31 | → |
| 761 | BAYSHORE CAPITAL ADVISORS, LLC | TAMPA | 110209 | $879.2M | 12 | 2026-06-30 | → |
| 762 | PARK PLACE CAPITAL CORPORATION | HOMEWOOD | 107952 | $879.2M | 20 | 2026-03-31 | → |
| 763 | CHATHAM CAPITAL GROUP INC | SAVANNAH | 106174 | $878.1M | 9 | 2026-05-31 | → |
| 764 | NOESIS CAPITAL MANAGEMENT CORP | BOCA RATON | 110819 | $876.9M | 12 | 2026-03-31 | → |
| 765 | MONTZ HARCUS WEALTH MANAGEMENT LLC | NEW ORLEANS | 301963 | $876.3M | 10 | 2026-06-30 | → |
| 766 | MARLIN MANAGER, LLC | SAINT PETERSBURG | 310768 | $871.0M | 2 | 2026-03-31 | → |
| 767 | TMB CAPITAL PARTNERS, LLC | LITTLE ROCK | 335750 | $867.8M | 6 | 2026-05-31 | → |
| 768 | STORGE PARTNERS ECONOMIC STUDIES LLC | CORAL GABLES | 305395 | $866.6M | 5 | 2026-02-28 | → |
| 769 | PATHFINDER WEALTH CONSULTING, INC. | WILMINGTON | 336658 | $865.5M | 17 | 2026-03-31 | → |
| 770 | CARSON ADVISORY, INC. | ATHENS | 117410 | $864.9M | 7 | 2026-04-30 | → |
| 771 | THE HIGH NET WORTH ADVISORY GROUP, LLC | NAPLES | 309997 | $861.7M | 9 | 2026-01-31 | → |
| 772 | MERIDIAN MANAGEMENT CO | LITTLE ROCK | 110216 | $861.6M | 6 | 2026-03-31 | → |
| 773 | BRIDGEINVEST LLC | MIAMI | 307343 | $858.6M | 33 | 2026-03-31 | → |
| 774 | AROSA CAPITAL MANAGEMENT LP | MIAMI BEACH | 169851 | $856.6M | 12 | 2026-03-31 | → |
| 775 | GFO ASSET MANAGEMENT, LLC | MIAMI BEACH | 311874 | $856.1M | 14 | 2026-03-31 | → |
| 776 | ROSSBY FINANCIAL, LLC | MELBOURNE | 324631 | $854.8M | 7 | 2026-05-31 | → |
| 777 | HARBOR ADVISORS LLC | WEST PALM BEACH | 312432 | $851.7M | 1 | 2026-02-28 | → |
| 778 | AZTLAN EQUITY MANAGEMENT, LLC | MCLEAN | 286360 | $851.1M | 10 | 2026-03-31 | → |
| 779 | AVENIR CORPORATION | ALEXANDRIA | 110545 | $849.3M | 6 | 2026-03-31 | → |
| 780 | OAKWORTH ASSET MANAGEMENT, LLC | BIRMINGHAM | 335388 | $846.3M | 20 | 2026-03-31 | → |
| 781 | ROSEMAWR MANAGEMENT LLC | MIAMI BEACH | 148984 | $843.6M | 23 | 2026-06-30 | → |
| 782 | INLIGHT WEALTH MANAGEMENT, LLC | ATLANTA | 289908 | $843.3M | 6 | 2026-03-31 | → |
| 783 | DONALD L. HAGAN, LLC | SARASOTA | 139671 | $842.8M | 10 | 2025-10-31 | → |
| 784 | FAI CAPITAL MANAGEMENT | TAMPA | 147025 | $842.1M | 5 | 2026-03-31 | → |
| 785 | AUA PRIVATE EQUITY PARTNERS, LLC | WEST PALM BEACH | 170597 | $841.8M | 11 | 2026-03-31 | → |
| 786 | EMP MANAGEMENT LLC | ATLANTA | 285104 | $840.6M | 22 | 2026-03-31 | → |
| 787 | CONCISE CAPITAL MANAGEMENT, LP | MIAMI | 145778 | $838.6M | 12 | 2026-05-31 | → |
| 788 | ACANSA INVESTMENT MANAGEMENT GROUP, LLC | TYSONS CORNER | 313457 | $838.0M | 5 | 2026-03-31 | → |
| 789 | FREEGULLIVER, L.L.C. | NEW ORLEANS | 117040 | $836.6M | 17 | 2026-04-30 | → |
| 790 | PRIVATE WEALTH MANAGEMENT, INC. | MEMPHIS | 120823 | $832.5M | 4 | 2026-03-31 | → |
| 791 | BLACK BAY PARTNERS, LLC | NEW ORLEANS | 284945 | $830.1M | 17 | 2026-03-31 | → |
| 792 | KFA PRIVATE WEALTH GROUP, LLC | TYSON | 281678 | $830.0M | 11 | 2026-03-31 | → |
| 793 | GLOBAL FINANCIAL PRIVATE CLIENT, LLC | SARASOTA | 290006 | $828.3M | 6 | 2026-03-31 | → |
| 794 | WALSH & ASSOCIATES, LLC | SARASOTA | 144441 | $827.7M | 15 | 2026-03-31 | → |
| 795 | TANNIN CAPITAL, LLC | CHARLOTTE | 304238 | $824.9M | 7 | 2026-03-31 | → |
| 796 | WAYPOINT WEALTH COUNSEL LLC | ATLANTA | 171822 | $824.3M | 4 | 2026-03-31 | → |
| 797 | GRATUS WEALTH ADVISORS LLC | VIRGINIA BEACH | 328641 | $822.2M | 9 | 2026-05-31 | → |
| 798 | PALATINE FUND ADVISORS, LLC | MIAMI | 168077 | $821.4M | 21 | 2026-03-31 | → |
| 799 | SEGRA CAPITAL MANAGEMENT, LLC | PALM BEACH | 167306 | $820.7M | 5 | 2026-03-31 | → |
| 800 | LNC MANAGEMENT, LLC | ARLINGTON | 319581 | $820.3M | 16 | 2026-03-31 | → |
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