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Data / Investment advisers / $100 million to $500 million in AUM / Georgia

Investment advisers in Georgia with $100 million to $500 million in AUM: 164 firms

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

164 SEC registered investment advisers in Georgia report between $100 million and $500 million in regulatory assets under management, $40.3 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Paces Ferry Wealth Advisors, LLC with $491 million.

The request: Every investment adviser in Georgia with AUM in the range $100 million to $500 million, 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.

  • 164Advisers
  • 164SEC registered
  • $40.3 billionTotal AUM
  • 164Advisers over $100 million
  • 27Manage 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
Paces Ferry Wealth Advisors, LLCAtlanta$491.2 million6986Not listed(404) 480-5200adviserinfo.sec.gov
Register Financial Advisors, LLCAtlanta$488.5 million85015Not listed(404) 364-2180maywealthstrategies.comadviserinfo.sec.gov
Source Capital, LLCAtlanta$475.4 million191819(404) 844-5381source-cap.comadviserinfo.sec.gov
Cape Investment Advisory, Inc.McDonough$473.7 million1,66034Not listed(678) 583-1120glacierwealthmanagement.comadviserinfo.sec.gov
Adapt Wealth Advisors, LLCAtlanta$469.2 million1,47312Not listed(404) 594-5559adaptwealthadvisors.comadviserinfo.sec.gov
Sard Wealth Managment Group, LLCAtlanta$464 million1,1273Not listed(404) 843-4483adviserinfo.sec.gov
TCP Management LLCAtlanta$463.5 million4123(706) 231-1204adviserinfo.sec.gov
Access Investment Management, LLCAtlanta$456.4 million852Not listed(678) 429-4949accesscapital-llc.comadviserinfo.sec.gov
Holcombe Financial, Inc.Atlanta$451.6 million72254(404) 257-3317holcombefinancial.comadviserinfo.sec.gov
Hamilton Capital Partners, LLCAtlanta$444 million2185Not listed(678) 802-4974adviserinfo.sec.gov
The Lloyd Advisory GroupSuwanee$437.6 million2,77913Not listed(770) 932-0387lloydadvisorygroup.comadviserinfo.sec.gov
Peachtree Wealth Advisors, IncAtlanta$436.8 million1,3593Not listed(404) 531-0965peachtreewa.comadviserinfo.sec.gov
MMHP Investment AdvisorsThomasville$435.3 million1,2904Not listed(229) 228-1822mmhpinvest.comadviserinfo.sec.gov
Waypoint Wealth Counsel LLCAtlanta$433.3 million5324Not listed(404) 955-7481waypointwc.comadviserinfo.sec.gov
Power Wealth ManagementAlpharetta$429.9 million71810Not listed(404) 889-8919adviserinfo.sec.gov
First City Capital Management IncSavannah$423.7 million5156Not listed(912) 233-5492fccm.usadviserinfo.sec.gov
TrufpCumming$421.7 million2,6458Not listed(770) 205-4394adviserinfo.sec.gov
Adaptive InvestmentsAlpharetta$421.4 million77Not listed(888) 721-4588adaptiveinv.comadviserinfo.sec.gov
Ferguson Shapiro LLCDecatur$415.2 million9969Not listed(404) 567-6771fergusonshapiro.comadviserinfo.sec.gov
Kingsmark Private Financial Advisors, LLCAlbany$406.5 million8909Not listed(229) 439-2348adviserinfo.sec.gov
MCP Advisers, LLCAtlanta$400 million131(610) 897-0900adviserinfo.sec.gov
Goodwin Investment AdvisoryWoodstock$397 million40313Not listed(678) 741-2370adviserinfo.sec.gov
Kiker Wealth Management, LLCJasper$395.1 million2,5719Not listed(706) 253-7285kikerwealth.comadviserinfo.sec.gov
Private Family Wealth AdvisorsAtlanta$393.2 million3714Not listed(404) 848-0950adviserinfo.sec.gov
Paul Manners & Associates, Inc.Marietta$391.7 million4663Not listed(404) 231-8611paulmanners.netadviserinfo.sec.gov
1776 Wealth LLCSandy Springs$390.8 million4362Not listed(678) 257-27301776wealth.comadviserinfo.sec.gov
Elevate Wealth Advisory, Inc.Athens$385.5 million1,70613Not listed(706) 353-2728elevate-wealth.comadviserinfo.sec.gov
Agvictus Capital Management LLCAlpharetta$384.7 million35Not listed(678) 387-1750adviserinfo.sec.gov
The Strategic Financial AllianceAtlanta$382 million1,02256Not listed(678) 954-4000thesfa.netadviserinfo.sec.gov
Christy Capital Management, Inc.Macon$376.3 million1,83522Not listed(478) 314-2160christycapital.comadviserinfo.sec.gov
Regimen Wealth, LLCAtlanta$365.2 million7386Not listed(770) 738-8200adviserinfo.sec.gov
Resurgent AdvisorsAtlanta$354.7 million91320Not listed(404) 654-0531encompassadvising.netadviserinfo.sec.gov
Core Alternative Capital, LLCPeachtree Corners$354 million3484Not listed(770) 841-1893corealtfunds.comadviserinfo.sec.gov
Southbridge Advisors, LLCMarieta$353.1 million6126Not listed(866) 797-8693southbridgeadv.comadviserinfo.sec.gov
Maestria Partners LLCAtlanta$350.4 million121(317) 460-2929maestriapartners.comadviserinfo.sec.gov
Bip Capital Management Services, LLCAtlanta$345.3 million17617(404) 410-6476bipventures.vcadviserinfo.sec.gov
Loftin Wealth PartnersJohns Creek$344.5 million1,4666Not listed(888) 556-3846adviserinfo.sec.gov
Ap Wealth ManagementAugusta$339.6 million9487Not listed(706) 364-4281adviserinfo.sec.gov
Baer Wealth ManagementMarietta$334.7 million6282Not listed(770) 984-2312baerwealth.comadviserinfo.sec.gov
GridlineAtlanta$332.1 million442436(470) 632-6887adviserinfo.sec.gov
Dai Wealth, LLCAtlanta$330 million2,04840Not listed(404) 531-7080goodcounselwealth.comadviserinfo.sec.gov
MPWM Advisory Solutions LLCAlpharetta$326.9 million1,17320Not listed(678) 566-4001adviserinfo.sec.gov
Wynn CapitalAugusta$320.2 million8324Not listed(706) 869-3451wynncap.comadviserinfo.sec.gov
Proactive Wealth Strategies, LLCMarietta$315.8 million1,2004Not listed(770) 971-4142adviserinfo.sec.gov
O15 Capital Partners, LLCAtlanta$310.3 million292(404) 333-8579o15.comadviserinfo.sec.gov
American Wealth Management, Inc.Alpharetta$310 million1,10510Not listed(770) 392-8741americanwealthmanagement.comadviserinfo.sec.gov
Battle Investment Group, LLCAtlanta$307.9 million363(770) 298-2905adviserinfo.sec.gov
Grove Mountain Partners, LLCAtlanta$307.7 million474(678) 655-6794grovemountainpartners.comadviserinfo.sec.gov
Monterey WealthAtlanta$300.1 million3403Not listed(404) 201-2285adviserinfo.sec.gov
Tandemgrowth Financial Advisors, LLCAlpharetta$297 million6644Not listed(770) 641-6360adviserinfo.sec.gov
Estate Management Counselors,LlcAtlanta$294.3 million1,0184Not listed(404) 250-9798emcadvisors.comadviserinfo.sec.gov
Baugh & Associates, LLCAtlanta$294.2 million4374Not listed(404) 256-0268baughandassociates.comadviserinfo.sec.gov
Chatham CapitalAtlanta$288.9 million686(770) 618-2100chathamcapital.comadviserinfo.sec.gov
Smith, Brown & Groover Inc. D/B/A SBG Wealth ManagementMacon$284.2 million7227Not listed(478) 474-7004sbgwealth.comadviserinfo.sec.gov
Verisail Partners, LLCChamblee$283.6 million1,0176Not listed(404) 220-7662adviserinfo.sec.gov
Banyan Capital Management, Inc.Atlanta$281.7 million3343Not listed(770) 951-2129adviserinfo.sec.gov
Conscious Wealth Investments, LLCAtlanta$272.8 million4757Not listed(404) 826-7747consciouswealthinvesting.comadviserinfo.sec.gov
Bull Street AdvisorsSavannah$271.9 million1971Not listed(912) 441-5185bullstreetadvisors.comadviserinfo.sec.gov
The Jenkins GroupAlbany$270.1 million4585Not listed(229) 883-8028adviserinfo.sec.gov
C.W. O'Conner Wealth Advisors, Inc.Duluth$264.6 million4643Not listed(770) 368-9919adviserinfo.sec.gov
Ables, Iannone, Moore & Associates, Inc.Savannah$258.7 million9925Not listed(912) 777-4128aimainc.comadviserinfo.sec.gov
Bush Wealth ManagementValdosta$258.4 million1,14212Not listed(229) 247-1474bushwealthmanagement.comadviserinfo.sec.gov
Decatur Capital Management, Inc.Decatur$253.7 million406Not listed(404) 270-9838decaturcapital.comadviserinfo.sec.gov
Aurora Investment CounselAtlanta$252.7 million653Not listed(770) 226-5323aurora-invest.comadviserinfo.sec.gov
Checks & Balances, Inc.Atlanta$251.1 million281Not listed(404) 233-0560thefamilyoffices.comadviserinfo.sec.gov
Journey Beyond WealthRoswell$250.3 million4126Not listed(678) 331-7900journeybeyondwealth.comadviserinfo.sec.gov
Wealth Intelligence, LLCColumbus$247.5 million4145Not listed(706) 571-2100adviserinfo.sec.gov
Large and Gilbert Wealth AdvisoryAtlanta$247.4 million6307Not listed(770) 698-9816keystonefg.comadviserinfo.sec.gov
Integras Partners, LLCAlpharetta$244.8 million5675Not listed(404) 941-2800adviserinfo.sec.gov
Exit Wealth AdvisorsAlpharetta$243.2 million5827Not listed(404) 474-8513adviserinfo.sec.gov
Anson AnalyticsTyrone$242.2 million4455Not listed(678) 216-0795adviserinfo.sec.gov
Caymus Equity Partners, LLCAtlanta$241.6 million121112(404) 995-8300caymusequity.comadviserinfo.sec.gov
Greybull Partners LLCAtlanta$241 million220Not listed(404) 815-8772earnestpartners.com.cnadviserinfo.sec.gov
Eads & Heald Wealth ManagementAtlanta$240.5 million2296Not listed(770) 988-9556eadsheald.comadviserinfo.sec.gov
Galleria Financial Advisors, LLCAtlanta$239.2 million1402Not listed(770) 790-3714adviserinfo.sec.gov
Minerva Planning GroupDecatur$236.9 million5516Not listed(404) 816-6688adviserinfo.sec.gov
Lanier Financial Group LLCAthens$236.2 million7296Not listed(404) 882-2628lanierfinancialgroup.comadviserinfo.sec.gov
Rule One Partners, LLCMoreland$236.2 million251(855) 687-7853ruleonefund.comadviserinfo.sec.gov
Legacy Planning Advisors, LLCSuwanee$234 million7558Not listed(770) 919-2075adviserinfo.sec.gov
Cygnus Capital Advisors, LLCAtlanta$229.7 million681(404) 443-4762cygnuscapital.comadviserinfo.sec.gov
Commonwealth Financial Planners IncRoswell$227.6 million3163Not listed(770) 399-6644adviserinfo.sec.gov
MRP Capital Investments, LLCAlpharetta$227.6 million3845Not listed(404) 274-7851adviserinfo.sec.gov
Alder Financial Group IncAtlanta$224.1 million2493Not listed(770) 563-8207alderfinancial.comadviserinfo.sec.gov
Reicon Wealth Advisors, LLCAtlanta$220.1 million11752(404) 328-2120reiconwealthadvisors.comadviserinfo.sec.gov
San Blas Advisory, Inc.Atlanta$218.9 million66513Not listed(404) 704-0406thehendersonfinancialgroup.comadviserinfo.sec.gov
Griffith & Werner, Inc.Canton$218.6 million3364Not listed(678) 901-4167griffith-werner.comadviserinfo.sec.gov
Park Square Financial Group LLCRoswell$218.6 million7065Not listed(770) 641-1401adviserinfo.sec.gov
Wealth With No Regrets®Alpharetta$214.4 million78613Not listed(678) 278-9632adviserinfo.sec.gov
Premis Advisors, LLCAtlanta$213.9 million13511(678) 666-5380premisadvisors.comadviserinfo.sec.gov
Magellan Planning GroupAtlanta$210 million4203Not listed(404) 257-8811magellanplanning.comadviserinfo.sec.gov
Daner Wealth Management, LLCAlpharetta$201.7 million6562Not listed(404) 915-0128danerwealth.comadviserinfo.sec.gov
Asset Management GroupCartersville$200.1 million1,8085Not listed(678) 792-5855assetmg-inc.comadviserinfo.sec.gov
Financial Architects, LLCWoodstock$199.2 million3453Not listed(770) 517-8160financialarchitectsllc.comadviserinfo.sec.gov
Townsend Wealth ManagementColumbus$194 million4493Not listed(706) 221-8200adviserinfo.sec.gov
Capital and Planning, LLCJonesboro$193.9 million7922Not listed(678) 519-5733capitalandplanning.comadviserinfo.sec.gov
Wickham Financial & Insurance ServicesMarietta$193 million7954Not listed(770) 424-8711wickhamservices.comadviserinfo.sec.gov
Incompass Financial Partners, LLCAlpharetta$192 million8676Not listed(770) 971-9141incompassfp.comadviserinfo.sec.gov
Pierson Wealth ManagementAtlanta$192 million6444Not listed(404) 233-7272adviserinfo.sec.gov
Phorcys Capital Partners, LLCAlpharetta$191.5 million372(770) 777-9373phorcyscp.comadviserinfo.sec.gov
Xception Family OfficeAtlanta$189.3 million285Not listed(404) 524-7900xceptionfamilyoffice.comadviserinfo.sec.gov
CFS Wealth ManagementMacon$189.1 million4653Not listed(478) 471-1875cfswealth.comadviserinfo.sec.gov
Elm3 Financial Group, LLCAlpharetta$189 million6806Not listed(678) 297-9500adviserinfo.sec.gov
Wright Wealth LLCAtlanta$188.5 million8397Not listed(470) 373-1044adviserinfo.sec.gov
Financial Consultants Group IncCumming$188.2 million5778Not listed(770) 627-2121adviserinfo.sec.gov
Ridge Capital Management, LLCJohn Creek$186 million4436Not listed(770) 516-7747adviserinfo.sec.gov
Ash Investment Partners, LLCAtlanta$185.7 million1101(470) 795-5505adviserinfo.sec.gov
Atlas Investment AdvisorsAlpharetta$184.1 million5062Not listed(770) 336-6805adviserinfo.sec.gov
George M. Hiller Companies, LLCAtlanta$183 million4295Not listed(404) 365-0222georgehiller.comadviserinfo.sec.gov
True Square Financial LLCAtlanta$178.8 million3301Not listed(404) 975-2720truesquarefinancial.comadviserinfo.sec.gov
Newcorp Wealth ManagementAlpharetta$177.1 million5793Not listed(404) 996-6893newcorpwealth.comadviserinfo.sec.gov
Chancellor Wealth Management, Inc.Atlanta$174 million3993Not listed(770) 661-0283adviserinfo.sec.gov
Overlay Management, LLCAlpharetta$168.6 million411640(770) 415-0596overlaycapital.comadviserinfo.sec.gov
The Monitor Group, Inc.Martinez$167.2 million6543Not listed(706) 854-8040themonitorgroup.netadviserinfo.sec.gov
The Keystone Financial Alliance, LLCAtlanta$164.7 million4453Not listed(404) 260-0710mykfa.comadviserinfo.sec.gov
Dyche, Riley, & Selman Wealth ManagementFayetteville$162.3 million270412(770) 461-8191adviserinfo.sec.gov
Gutt Financial Management, LLCAtlanta$162.1 million1892Not listed(404) 237-4188guttfm.comadviserinfo.sec.gov
Martinwright Advisory, LLCAtlanta$160.7 million1169Not listed(404) 882-8756mwadvisory.comadviserinfo.sec.gov
Wiregrass Asset ManagementThomasville$159.7 million4003Not listed(229) 226-0111adviserinfo.sec.gov
Starr-Mathews Financial, LLCCalhoun$158.6 million2336Not listed(706) 624-4080starrbenefits.comadviserinfo.sec.gov
Georgia Wealth Partners, LLCGriffin$157.5 million7594Not listed(678) 510-5280georgiawealthpartners.comadviserinfo.sec.gov
Covey Capital Advisors, LLCAtlanta$156.5 million361Not listed(404) 442-2772adviserinfo.sec.gov
Lynx Capital, LLCAtlanta$154.5 million666(770) 448-7047lynxcapitalfunds.comadviserinfo.sec.gov
Maven Capital Partners, LLCAtlanta$152.9 million2453(404) 798-7612adviserinfo.sec.gov
West Elk Capital, LLCAtlanta$152.3 million121(404) 551-3551westelkcapital.comadviserinfo.sec.gov
The Renn Wealth Management Group, Inc.Atlanta$151.9 million2294Not listed(404) 467-9882rennwealth.comadviserinfo.sec.gov
Trademark Capital Management Inc.Watkinsville$150.8 million52172(706) 534-2351adviserinfo.sec.gov
Unified Investment ManagementAtlanta$150.6 million2632Not listed(404) 920-4768unifiedim.comadviserinfo.sec.gov
Parrish Capital, LLCKennesaw$150 million4103Not listed(800) 618-1940parrishcapital.comadviserinfo.sec.gov
Sanders & Scott, CHFCWatkinsville$148.8 million6993Not listed(770) 760-8933sandersandscott.comadviserinfo.sec.gov
Peachcap Tax & Advisory, LLCAtlanta$147.5 million5984Not listed(404) 220-8958idexfinancial.comadviserinfo.sec.gov
Crown Management Advisors, LLCAtlanta$142.2 million161(404) 389-9045adviserinfo.sec.gov
J. L. Perkins Wealth Management, LLCMacon$142.2 million6918Not listed(478) 254-3550myretirementclarity.comadviserinfo.sec.gov
Fsam LLCAlpharetta$138.4 million15814Not listed(770) 777-9373fssec.comadviserinfo.sec.gov
Linx Partners, LLCAtlanta$131.4 million747(770) 818-0335linxpartners.comadviserinfo.sec.gov
Financial Potential Wealth ManagementGainesville$130 million2272Not listed(770) 287-8718yourfinancialpotential.comadviserinfo.sec.gov
St. John & Associates, Inc.Roswell$128.4 million6666Not listed(770) 642-7631adviserinfo.sec.gov
Networth Financial Services, LLCJohns Creek$128.1 million3355Not listed(678) 319-0111adviserinfo.sec.gov
The Marin Group Inc.Atlanta$128.1 million1472Not listed(404) 607-8014maringroup.comadviserinfo.sec.gov
The Advisory FirmAlpharetta$126.4 million4011Not listed(678) 566-3711theadvisoryfirm.netadviserinfo.sec.gov
Vip Wealth AdvisorsDecatur$126.1 million2061Not listed(917) 319-8281vipwealthadvisors.comadviserinfo.sec.gov
Berkeley Advisors, Inc.Atlanta$125.3 million3142Not listed(404) 580-9560berkeleyadvisors.comadviserinfo.sec.gov
T.R.U.E. Coastal Capital, LLCSavannah$124.1 million4164Not listed(912) 234-3657adviserinfo.sec.gov
Wassaw Sound Management, LLCSavannah$122.7 million153Not listed(404) 831-5109adviserinfo.sec.gov
Strickland Davis Advisors LLCMarietta$121.3 million2033Not listed(770) 977-6892adviserinfo.sec.gov
American Wealth Advisors, LLCJohns Creek$120.2 million3213Not listed(770) 814-7236americanwealthadvisors.comadviserinfo.sec.gov
Sentara CapitalMarietta$119.6 million4933Not listed(770) 509-5305sentaracapital.comadviserinfo.sec.gov
CMC Financial Group, LLCAtlanta$119.3 million3654Not listed(678) 690-8800cmcfg.comadviserinfo.sec.gov
Financial DiscoveryAtlanta$118.3 million3433Not listed(404) 816-0160financialdiscovery.netadviserinfo.sec.gov
Cornerstone FinancialAtlanta$118 million3133Not listed(404) 874-3111corstonefinancial.comadviserinfo.sec.gov
McCormack Financial Planning Inc.Atlanta$115.7 million5493Not listed(404) 236-7316mccormackfp.comadviserinfo.sec.gov
Infinite Giving Advisory Services, Inc.Atlanta$112.8 million36410Not listed(888) 926-4483adviserinfo.sec.gov
Fully FinancialAthens$111.1 million5613Not listed(706) 389-8426fullyfin.comadviserinfo.sec.gov
Evans Wealth ManagementDuluth$111.1 million5322Not listed(770) 828-8303evanswealthmanagement.comadviserinfo.sec.gov
Alpha Financial Management, Inc.Savannah$109.4 million5434Not listed(912) 353-9343michaeldayoub.wordpress.comadviserinfo.sec.gov
Arch Partners Wealth Management, Inc.Watkinsville$109.2 million5683Not listed(706) 850-8877archpartnerswealth.comadviserinfo.sec.gov
Skypoint Capital Advisors, LLCAtlanta$109 million11Not listed(844) 385-1050skypointfunds.comadviserinfo.sec.gov
Capital Endurance Group, IncAlpharetta$108.8 million2923Not listed(470) 375-6663adviserinfo.sec.gov
Legacy Partners Financial Group, LLCWoodstock$107.6 million51710Not listed(678) 388-2233mylpfg.comadviserinfo.sec.gov
Horse Cove Partners LLCAtlanta$106.6 million549Not listed(678) 905-5723horsecovepartners.comadviserinfo.sec.gov
Wealth EngagementAtlanta$105 million1043Not listed(917) 826-5955wealthengagement.comadviserinfo.sec.gov
Tuttle Wealth Partners LLCBrookhaven$104.2 million6887Not listed(800) 871-1219tuttlewealth.comadviserinfo.sec.gov
Carter, Terry & Company, Inc.Atlanta$104 million16833Not listed(404) 364-2070carterterry.comadviserinfo.sec.gov
34 Financial, LLCAtlanta$101 million934Not listed(404) 383-2100trgwm.comadviserinfo.sec.gov
Harbinger Sports PartnersAtlanta$100 million1151(443) 745-7813harbingersportspartners.comadviserinfo.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.