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Data / Investment advisers / $1 billion to $10 billion in AUM / Georgia

Investment advisers in Georgia with $1 billion to $10 billion in AUM: 83 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

83 SEC registered investment advisers in Georgia report between $1 billion and $10 billion in regulatory assets under management, $267 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Signaturefd, LLC with $9.7 billion.

The request: Every investment adviser in Georgia with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in GeorgiaWatch new advisers in Georgia

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 83Advisers
  • 83SEC registered
  • $267 billionTotal AUM
  • 83Advisers over $100 million
  • 32Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Signaturefd, LLCAtlanta$9.68 billion11,1021302(404) 253-7600signaturefd.comadviserinfo.sec.gov
Crawford Investment Counsel IncAtlanta$9.14 billion4,05054Not listed(770) 859-0045crawfordinvestmentfunds.comadviserinfo.sec.gov
Arkadios Wealth AdvisorsAtlanta$8.79 billion14,886188Not listed(404) 445-0035arkadioscapital.comadviserinfo.sec.gov
Synovus Securities, Inc.Columbus$8.45 billion12,411280Not listed(706) 649-2327cfgltd.comadviserinfo.sec.gov
Nicholas Hoffman & Company, LLCAtlanta$8.26 billion2,233251(404) 815-5050nhoffmanandco.comadviserinfo.sec.gov
Capital Investment Advisors, LLCAtlanta$8.21 billion17,148107Not listed(404) 531-0018adviserinfo.sec.gov
Howard Capital Management, LLCAlpharetta$8.01 billion14,60845Not listed(770) 642-4902howardcmetfs.comadviserinfo.sec.gov
Domain Capital Advisors, LLCAtlanta$7.27 billion333333(770) 628-0700adviserinfo.sec.gov
Jamestown, L.P.Atlanta$7.06 billion2323321(770) 805-1000jamestowninvest.comadviserinfo.sec.gov
GMT Capital Corp.Atlanta$6.90 billion6193(770) 989-8250gmtcapital.comadviserinfo.sec.gov
Gid Multifamily Investment Management LLCAtlanta$5.89 billion111248(833) 259-7511adviserinfo.sec.gov
Buckhead Capital Management, LLCAtlanta$5.76 billion36513Not listed(404) 720-8800buckheadcapital.comadviserinfo.sec.gov
Cortland Investment Management, LLCAtlanta$5.67 billion8913(404) 965-3988cortland.comadviserinfo.sec.gov
BalentineAtlanta$5.54 billion3,447616(404) 537-4800balentine.comadviserinfo.sec.gov
Bip Wealth, LLCAtlanta$5.29 billion17,391882(404) 495-5230prehmusfinancial.comadviserinfo.sec.gov
Forest Investment AssociatesAtlanta$5.24 billion20555(404) 829-8842forestinvest.comadviserinfo.sec.gov
Fiduciaryvest, LLCAtlanta$4.93 billion6110Not listed(404) 446-1270fiduciaryvest.comadviserinfo.sec.gov
Ifg Advisory, LLCAtlanta$4.76 billion14,619187Not listed(770) 353-6400adviserinfo.sec.gov
Sage Mountain Advisors, LLCAtlanta$4.29 billion193313(404) 795-8361sagemountainadvisors.comadviserinfo.sec.gov
ZWJ Investment Counsel IncAtlanta$4.23 billion2,38720Not listed(404) 873-2211zwjic.comadviserinfo.sec.gov
Willis Investment Counsel IncGainesville$4.23 billion568133(770) 718-0706wicinvest.comadviserinfo.sec.gov
Southeast Asset Advisors, LLCThomasville$4.20 billion1,356147(229) 226-8839assetadvisor.comadviserinfo.sec.gov
Clear Investment Research, LLCAlpharetta$4.19 billion2775Not listed(678) 293-8667clearinvestmentresearch.comadviserinfo.sec.gov
Aprio Wealth Management, LLCAtlanta$4.15 billion5,25855Not listed(404) 892-9651wealth.aprio.comadviserinfo.sec.gov
BT Family Office, LLCAtlanta$4.00 billion107Not listed(404) 341-5800adviserinfo.sec.gov
Henssler FinancialKennesaw$3.81 billion5,39588Not listed(770) 429-9166adviserinfo.sec.gov
Holbrook Holdings, Inc.Atlanta$3.78 billion314Not listed(678) 400-3980holbrookholdings.comadviserinfo.sec.gov
Equity Investment CorpAtlanta$3.51 billion6,76127Not listed(404) 239-0111adviserinfo.sec.gov
Advocacy Wealth Management, LLCAtlanta$3.24 billion2,23436Not listed(404) 836-7146advocacywealth.comadviserinfo.sec.gov
LCP Institutional, LLCAtlanta$3.18 billion3958Not listed(470) 326-7920adviserinfo.sec.gov
Gleneagles Investment Advisors, LLCAtlanta$3.08 billion5144(678) 904-0594gleneaglesgroup.comadviserinfo.sec.gov
Silvant Capital Management LLCAtlanta$3.04 billion218Not listed(404) 845-7640adviserinfo.sec.gov
Globalt InvestmentsAtlanta$3.02 billion3,24818Not listed(404) 364-2188adviserinfo.sec.gov
MontagAtlanta$2.97 billion1,30830Not listed(404) 522-5774adviserinfo.sec.gov
Impact Partnership Wealth, LLCMarietta$2.96 billion16,058100Not listed(800) 380-5040adviserinfo.sec.gov
Falcons I, LLCAtlanta$2.75 billion15Not listed(404) 953-4900angeloakreit.comadviserinfo.sec.gov
Bison Wealth, LLCAtlanta$2.74 billion9,00378Not listed(404) 841-2224capitaldefenderadvisors.comadviserinfo.sec.gov
Stadion Money Management, LLCWatkinsville$2.69 billion49,62638Not listed(706) 583-5144stadionstoryline.comadviserinfo.sec.gov
Cornerstone Investment Partners, LLCAtlanta$2.65 billion86215Not listed(404) 751-3900adviserinfo.sec.gov
LCG Associates, Inc.Atlanta$2.61 billion5658Not listed(770) 644-0100adviserinfo.sec.gov
Strategic Blueprint, LLCAtlanta$2.54 billion8,46257Not listed(678) 954-4130strategicblueprint.netadviserinfo.sec.gov
Arcus Capital Partners, LLCAtlanta$2.51 billion1,667152(404) 949-2111arcuscp.comadviserinfo.sec.gov
Bluearc Capital ManagementAtlanta$2.44 billion511143(404) 419-6130bluearccapital.comadviserinfo.sec.gov
Cornerstone Management, Inc.Duluth$2.29 billion1,51419Not listed(770) 449-7799cornerstonemgt.netadviserinfo.sec.gov
Sound View Wealth Advisors Group, LLCSavannah$2.28 billion3,28519Not listed(912) 239-4630adviserinfo.sec.gov
Resurgens Technology Advisors, L.P.Atlanta$2.17 billion104210(678) 894-1447resurgenstech.comadviserinfo.sec.gov
Blue Grotto Capital, LLCAtlanta$2.10 billion761(404) 381-1890bluegrottocapital.comadviserinfo.sec.gov
Narwhal Capital ManagementMarietta$2.08 billion85018Not listed(770) 344-0172adviserinfo.sec.gov
Cahaba Wealth Management, Inc.Atlanta$2.06 billion88823Not listed(404) 549-7678adviserinfo.sec.gov
Aff Fund Manager, LLCAtlanta$2.01 billion1455Not listed(770) 450-8742theardentcompanies.comadviserinfo.sec.gov
Timberland Investment Resources, LLCAtlanta$1.98 billion13306(404) 848-2000tirllc.comadviserinfo.sec.gov
The Fiduciary GroupSavannah$1.97 billion1,72618Not listed(912) 303-9000tfginvest.comadviserinfo.sec.gov
Shapiro Capital Management LLCAtlanta$1.97 billion39410Not listed(404) 842-9600shapirocapital.comadviserinfo.sec.gov
Marco Investment Management LLCAtlanta$1.77 billion69410Not listed(404) 504-8600marcoinv.comadviserinfo.sec.gov
Argonne Capital Group, LLCAtlanta$1.68 billion198219(404) 364-2984adviserinfo.sec.gov
CPC Advisors, LLCAtlanta$1.68 billion2,58830Not listed(404) 879-3000adviserinfo.sec.gov
Primus Capital Partners, Inc.Atlanta$1.67 billion4194(440) 684-7300primuscapital.comadviserinfo.sec.gov
Cannon Financial Strategists, Inc.Athens$1.67 billion3,31133Not listed(706) 548-3422cannonfinancialstrategists.comadviserinfo.sec.gov
Rollins Financial Advisors, LLCAtlanta$1.59 billion1,00414Not listed(404) 892-7967focusfinancialpartners.comadviserinfo.sec.gov
Infinity Capital Advisors, LLCAtlanta$1.53 billion502010(404) 458-4448adviserinfo.sec.gov
Albritton Capital Management CoAlpharetta$1.52 billion11Not listed(770) 753-6041albrittoncapitol.comadviserinfo.sec.gov
Liquid Strategies, LLCAtlanta$1.45 billion22132(800) 970-2725overlayshares.comadviserinfo.sec.gov
Haven Global Partners, LLCAtlanta$1.45 billion2641(470) 355-2434havengp.comadviserinfo.sec.gov
Asset AdvisorsAugusta$1.40 billion1,2639Not listed(706) 650-9900adviserinfo.sec.gov
Marietta Wealth Management, LLCMarietta$1.39 billion1,54512Not listed(404) 549-6930adviserinfo.sec.gov
Chi-Rho Financial, LLCAtlanta$1.35 billion5135(678) 731-0032chirhollc.comadviserinfo.sec.gov
Bip CapitalAtlanta$1.29 billion625061(404) 410-6476adviserinfo.sec.gov
Sovereign's Capital Management, LLCAtlanta$1.28 billion273725(404) 260-2798sovereignscapital.comadviserinfo.sec.gov
Richard Young AdvisorsAugusta$1.20 billion5,02316Not listed(706) 739-0725vimeo.comadviserinfo.sec.gov
Fulcrum Equity Partners, Inc.Atlanta$1.16 billion8278(770) 551-6300fulcrumep.comadviserinfo.sec.gov
Longview Wealth ManagementAtlanta$1.15 billion3,00224Not listed(404) 843-3100adviserinfo.sec.gov
Godwin Capital Group, LLCAtlanta$1.13 billion416613(404) 795-8300godwincap.comadviserinfo.sec.gov
Berkeley Capital Partners, LLCMilton$1.10 billion2,368118(678) 690-8700berkeleycp.comadviserinfo.sec.gov
SB Advisory, LLCAtlanta$1.10 billion94235Not listed(404) 704-0406pnwadvisory.comadviserinfo.sec.gov
Amb Wealth, LLCThomasville$1.07 billion1,15723Not listed(866) 277-1500adviserinfo.sec.gov
Elwood & GoetzAthens$1.07 billion3,39429Not listed(706) 548-1025adviserinfo.sec.gov
Gibbs Wealth Management, LLCAlpharetta$1.06 billion5,357147Not listed(678) 694-8770marathongroupfinancial.comadviserinfo.sec.gov
Jamison Private Wealth Management, Inc.Milton$1.05 billion1,3585Not listed(678) 323-3454jamisonwealth.comadviserinfo.sec.gov
Bay Point Advisors, LLCAtlanta$1.03 billion8297(404) 963-6031adviserinfo.sec.gov
Greatmark Investment Partners, Inc.Columbus$1.02 billion1,1598Not listed(706) 327-2128greatmarkonline.comadviserinfo.sec.gov
JT Stratford, LLCGainesville$1.01 billion2,73418Not listed(770) 534-6046adviserinfo.sec.gov
West Paces Advisors, Inc.Atlanta$1.01 billion8317Not listed(404) 478-3030adviserinfo.sec.gov
Msouth Equity Partners, LLCAtlanta$1.00 billion2182(404) 816-3255adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.