Data / Investment advisers / Georgia / Atlanta

Investment advisers in Atlanta, GA: 218 firms, $1.3 trillion in AUM

Name: Investment advisers in Atlanta, GA: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

218 investment advisers have their main office in Atlanta, Georgia: 190 SEC registered and 28 exempt reporting. The registered advisers report $1.3 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Invesco Advisers, Inc. with $750 billion.

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.

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218Advisers
190SEC registered
28Exempt reporting
$1.3 trillionTotal AUM
178Advisers over $100 million
96Manage private funds
November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. The first 200 of 218 are shown. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	AUM	Accounts	Employees	Private funds	Phone	Website	Source
Invesco Advisers, Inc.	Atlanta	$749.52 billion	82,498	2,804	30	(404) 892-0896	invesco.com	adviserinfo.sec.gov
Truist Advisory Services, Inc.	Atlanta	$77.39 billion	129,307	2,461	Not listed	(800) 874-4770	truist.com	adviserinfo.sec.gov
Earnest Partners, LLC	Atlanta	$42.61 billion	7,515	47	6	(404) 815-8772		adviserinfo.sec.gov
Voya Investment Management LLC	Atlanta	$38.77 billion	9	859	Not listed	(770) 690-4600		adviserinfo.sec.gov
Roark Capital Management, LLC	Atlanta	$34.18 billion	14	145	14	(404) 591-5200	roarkcapital.com	adviserinfo.sec.gov
HB Wealth	Atlanta	$30.16 billion	26,148	325	24	(404) 264-1400		adviserinfo.sec.gov
Atlanta Capital	Atlanta	$28.64 billion	9,277	35	Not listed	(404) 876-9411		adviserinfo.sec.gov
Osaic Advisory Services, LLC	Atlanta	$15.48 billion	50,459	2,180	Not listed	(866) 580-8219	bluewaterswealth.com	adviserinfo.sec.gov
Ira Group, Inc.	Atlanta	$15.42 billion	691	19	Not listed	(404) 760-3730		adviserinfo.sec.gov
Atlanta Consulting Group Advisors, LLC	Atlanta	$14.70 billion	1,727	23	Not listed	(888) 317-2810		adviserinfo.sec.gov
Angel Oak Capital Advisors, LLC	Atlanta	$11.49 billion	39	78	9	(404) 953-4900		adviserinfo.sec.gov
Asset Preservation Advisors, LLC	Atlanta	$11.05 billion	3,029	28	Not listed	(404) 261-1333	assetpreservationadvisors.com	adviserinfo.sec.gov
Advisory Services Network	Atlanta	$10.60 billion	29,663	268	Not listed	(770) 352-0449		adviserinfo.sec.gov
Openarc Corporate Advisory, LLC	Atlanta	$10.09 billion	14,525	146	Not listed	(844) 648-6001		adviserinfo.sec.gov
Signaturefd, LLC	Atlanta	$9.68 billion	11,102	130	2	(404) 253-7600	signaturefd.com	adviserinfo.sec.gov
Crawford Investment Counsel Inc	Atlanta	$9.14 billion	4,050	54	Not listed	(770) 859-0045	crawfordinvestmentfunds.com	adviserinfo.sec.gov
Arkadios Wealth Advisors	Atlanta	$8.79 billion	14,886	188	Not listed	(404) 445-0035	arkadioscapital.com	adviserinfo.sec.gov
Nicholas Hoffman & Company, LLC	Atlanta	$8.26 billion	2,233	25	1	(404) 815-5050	nhoffmanandco.com	adviserinfo.sec.gov
Capital Investment Advisors, LLC	Atlanta	$8.21 billion	17,148	107	Not listed	(404) 531-0018		adviserinfo.sec.gov
Domain Capital Advisors, LLC	Atlanta	$7.27 billion	33	33	33	(770) 628-0700		adviserinfo.sec.gov
Jamestown, L.P.	Atlanta	$7.06 billion	23	233	21	(770) 805-1000	jamestowninvest.com	adviserinfo.sec.gov
GMT Capital Corp.	Atlanta	$6.90 billion	6	19	3	(770) 989-8250	gmtcapital.com	adviserinfo.sec.gov
Gid Multifamily Investment Management LLC	Atlanta	$5.89 billion	11	124	8	(833) 259-7511		adviserinfo.sec.gov
Buckhead Capital Management, LLC	Atlanta	$5.76 billion	365	13	Not listed	(404) 720-8800	buckheadcapital.com	adviserinfo.sec.gov
Cortland Investment Management, LLC	Atlanta	$5.67 billion	8	91	3	(404) 965-3988	cortland.com	adviserinfo.sec.gov
Balentine	Atlanta	$5.54 billion	3,447	61	6	(404) 537-4800	balentine.com	adviserinfo.sec.gov
Bip Wealth, LLC	Atlanta	$5.29 billion	17,391	88	2	(404) 495-5230	prehmusfinancial.com	adviserinfo.sec.gov
Forest Investment Associates	Atlanta	$5.24 billion	20	55	5	(404) 829-8842	forestinvest.com	adviserinfo.sec.gov
Fiduciaryvest, LLC	Atlanta	$4.93 billion	61	10	Not listed	(404) 446-1270	fiduciaryvest.com	adviserinfo.sec.gov
Ifg Advisory, LLC	Atlanta	$4.76 billion	14,619	187	Not listed	(770) 353-6400		adviserinfo.sec.gov
Sage Mountain Advisors, LLC	Atlanta	$4.29 billion	193	31	3	(404) 795-8361	sagemountainadvisors.com	adviserinfo.sec.gov
ZWJ Investment Counsel Inc	Atlanta	$4.23 billion	2,387	20	Not listed	(404) 873-2211	zwjic.com	adviserinfo.sec.gov
Aprio Wealth Management, LLC	Atlanta	$4.15 billion	5,258	55	Not listed	(404) 892-9651	wealth.aprio.com	adviserinfo.sec.gov
BT Family Office, LLC	Atlanta	$4.00 billion	10	7	Not listed	(404) 341-5800		adviserinfo.sec.gov
Holbrook Holdings, Inc.	Atlanta	$3.78 billion	3	14	Not listed	(678) 400-3980	holbrookholdings.com	adviserinfo.sec.gov
Equity Investment Corp	Atlanta	$3.51 billion	6,761	27	Not listed	(404) 239-0111		adviserinfo.sec.gov
Advocacy Wealth Management, LLC	Atlanta	$3.24 billion	2,234	36	Not listed	(404) 836-7146	advocacywealth.com	adviserinfo.sec.gov
LCP Institutional, LLC	Atlanta	$3.18 billion	395	8	Not listed	(470) 326-7920		adviserinfo.sec.gov
Gleneagles Investment Advisors, LLC	Atlanta	$3.08 billion	51	4	4	(678) 904-0594	gleneaglesgroup.com	adviserinfo.sec.gov
Silvant Capital Management LLC	Atlanta	$3.04 billion	21	8	Not listed	(404) 845-7640		adviserinfo.sec.gov
Globalt Investments	Atlanta	$3.02 billion	3,248	18	Not listed	(404) 364-2188		adviserinfo.sec.gov
Montag	Atlanta	$2.97 billion	1,308	30	Not listed	(404) 522-5774		adviserinfo.sec.gov
Falcons I, LLC	Atlanta	$2.75 billion	1	5	Not listed	(404) 953-4900	angeloakreit.com	adviserinfo.sec.gov
Bison Wealth, LLC	Atlanta	$2.74 billion	9,003	78	Not listed	(404) 841-2224	capitaldefenderadvisors.com	adviserinfo.sec.gov
Cornerstone Investment Partners, LLC	Atlanta	$2.65 billion	862	15	Not listed	(404) 751-3900		adviserinfo.sec.gov
LCG Associates, Inc.	Atlanta	$2.61 billion	56	58	Not listed	(770) 644-0100		adviserinfo.sec.gov
Strategic Blueprint, LLC	Atlanta	$2.54 billion	8,462	57	Not listed	(678) 954-4130	strategicblueprint.net	adviserinfo.sec.gov
Arcus Capital Partners, LLC	Atlanta	$2.51 billion	1,667	15	2	(404) 949-2111	arcuscp.com	adviserinfo.sec.gov
Bluearc Capital Management	Atlanta	$2.44 billion	51	11	43	(404) 419-6130	bluearccapital.com	adviserinfo.sec.gov
Resurgens Technology Advisors, L.P.	Atlanta	$2.17 billion	10	42	10	(678) 894-1447	resurgenstech.com	adviserinfo.sec.gov
Blue Grotto Capital, LLC	Atlanta	$2.10 billion	7	6	1	(404) 381-1890	bluegrottocapital.com	adviserinfo.sec.gov
Cahaba Wealth Management, Inc.	Atlanta	$2.06 billion	888	23	Not listed	(404) 549-7678		adviserinfo.sec.gov
Aff Fund Manager, LLC	Atlanta	$2.01 billion	14	55	Not listed	(770) 450-8742	theardentcompanies.com	adviserinfo.sec.gov
Timberland Investment Resources, LLC	Atlanta	$1.98 billion	13	30	6	(404) 848-2000	tirllc.com	adviserinfo.sec.gov
Shapiro Capital Management LLC	Atlanta	$1.97 billion	394	10	Not listed	(404) 842-9600	shapirocapital.com	adviserinfo.sec.gov
Marco Investment Management LLC	Atlanta	$1.77 billion	694	10	Not listed	(404) 504-8600	marcoinv.com	adviserinfo.sec.gov
Argonne Capital Group, LLC	Atlanta	$1.68 billion	19	82	19	(404) 364-2984		adviserinfo.sec.gov
CPC Advisors, LLC	Atlanta	$1.68 billion	2,588	30	Not listed	(404) 879-3000		adviserinfo.sec.gov
Primus Capital Partners, Inc.	Atlanta	$1.67 billion	4	19	4	(440) 684-7300	primuscapital.com	adviserinfo.sec.gov
Rollins Financial Advisors, LLC	Atlanta	$1.59 billion	1,004	14	Not listed	(404) 892-7967	focusfinancialpartners.com	adviserinfo.sec.gov
Infinity Capital Advisors, LLC	Atlanta	$1.53 billion	50	20	10	(404) 458-4448		adviserinfo.sec.gov
Liquid Strategies, LLC	Atlanta	$1.45 billion	22	13	2	(800) 970-2725	overlayshares.com	adviserinfo.sec.gov
Haven Global Partners, LLC	Atlanta	$1.45 billion	26	4	1	(470) 355-2434	havengp.com	adviserinfo.sec.gov
Chi-Rho Financial, LLC	Atlanta	$1.35 billion	5	13	5	(678) 731-0032	chirhollc.com	adviserinfo.sec.gov
Bip Capital	Atlanta	$1.29 billion	62	50	61	(404) 410-6476		adviserinfo.sec.gov
Sovereign's Capital Management, LLC	Atlanta	$1.28 billion	27	37	25	(404) 260-2798	sovereignscapital.com	adviserinfo.sec.gov
Fulcrum Equity Partners, Inc.	Atlanta	$1.16 billion	8	27	8	(770) 551-6300	fulcrumep.com	adviserinfo.sec.gov
Longview Wealth Management	Atlanta	$1.15 billion	3,002	24	Not listed	(404) 843-3100		adviserinfo.sec.gov
Godwin Capital Group, LLC	Atlanta	$1.13 billion	416	6	13	(404) 795-8300	godwincap.com	adviserinfo.sec.gov
SB Advisory, LLC	Atlanta	$1.10 billion	942	35	Not listed	(404) 704-0406	pnwadvisory.com	adviserinfo.sec.gov
Bay Point Advisors, LLC	Atlanta	$1.03 billion	8	29	7	(404) 963-6031		adviserinfo.sec.gov
West Paces Advisors, Inc.	Atlanta	$1.01 billion	831	7	Not listed	(404) 478-3030		adviserinfo.sec.gov
Msouth Equity Partners, LLC	Atlanta	$1.00 billion	2	18	2	(404) 816-3255		adviserinfo.sec.gov
Boone Capital Management LLC	Atlanta	$963.2 million	3	5	1	(404) 891-9290		adviserinfo.sec.gov
Builder Investment Group	Atlanta	$952.5 million	582	6	Not listed	(404) 233-9341	big-inc.com	adviserinfo.sec.gov
Peachtree Group	Atlanta	$940.8 million	3	79	3	(404) 497-4111		adviserinfo.sec.gov
Trails Edge Capital Partners, LP	Atlanta	$933.4 million	3	7	1	(770) 600-9010		adviserinfo.sec.gov
Inlight Wealth	Atlanta	$843.3 million	845	6	Not listed	(404) 551-2808		adviserinfo.sec.gov
Eagle Merchant Partners	Atlanta	$840.6 million	17	22	17	(404) 974-2480	eaglemerchantpartners.com	adviserinfo.sec.gov
Masters Capital Management, L.L.C.	Atlanta	$804.6 million	4	17	4	(404) 364-2021	masterscapital.com	adviserinfo.sec.gov
Veracity Capital LLC	Atlanta	$799.8 million	1,852	12	Not listed	(844) 508-7884		adviserinfo.sec.gov
Eagle Rock Investment Company, LLC	Atlanta	$786.7 million	174	4	Not listed	(404) 480-8578	eaglerockinvest.com	adviserinfo.sec.gov
Regent Peak Wealth Advisors, LLC	Atlanta	$785.9 million	1,611	10	Not listed	(470) 867-3550	regentpeakwealth.com	adviserinfo.sec.gov
4612 Group, LLC	Atlanta	$773.3 million	9	9	7	(470) 688-4606	4612group.com	adviserinfo.sec.gov
Retirement Fund Management	Atlanta	$769.7 million	10	4	Not listed	(770) 399-8803	rfm401k.com	adviserinfo.sec.gov
Beacon Global Advisor Network, LLC	Atlanta	$745.1 million	1,833	61	Not listed	(888) 679-6474	bganetwork.com	adviserinfo.sec.gov
Meadow Creek Wealth Advisors, LLC	Atlanta	$728 million	595	5	Not listed	(470) 359-9270	meadowcreekwealthadvisors.com	adviserinfo.sec.gov
Smith & Howard Wealth Management, LLC	Atlanta	$726.9 million	750	10	Not listed	(404) 874-6244		adviserinfo.sec.gov
Anchyra Partners LLC	Atlanta	$689.2 million	455	5	Not listed	(404) 240-8799	anchyrapartners.com	adviserinfo.sec.gov
Irc Wealth	Atlanta	$666.7 million	1,076	11	Not listed	(404) 968-9348		adviserinfo.sec.gov
Rowland Miller + Partners LLC	Atlanta	$635.9 million	562	5	Not listed	(404) 816-5350		adviserinfo.sec.gov
Sherrill & Hutchins Financial Advisory Inc	Atlanta	$623.7 million	1,317	9	Not listed	(770) 395-9797	sherrillandhutchins.com	adviserinfo.sec.gov
Arcapita Investment Management US Inc.	Atlanta	$607.3 million	8	8	8	(404) 920-9000	arcapita.com	adviserinfo.sec.gov
Persium Advisors, LLC	Atlanta	$583.6 million	484	13	Not listed	(678) 322-3000	persiumgroup.com	adviserinfo.sec.gov
Epg Wealth Management LLC	Atlanta	$579.1 million	1,194	14	Not listed	(404) 809-3680	eastpacesgroup.com	adviserinfo.sec.gov
Domain Timber Advisors, LLC	Atlanta	$575.9 million	6	28	Not listed	(770) 628-0700	domaincapitalgroup.com	adviserinfo.sec.gov
Altera Private Access, LLC	Atlanta	$562.4 million	52	13	52	(404) 537-2759		adviserinfo.sec.gov
Novapoint Capital LLC	Atlanta	$536.2 million	812	6	Not listed	(404) 445-7885		adviserinfo.sec.gov
Financial Innovations, LLC	Atlanta	$535.2 million	1,071	2	Not listed	(404) 458-0065	financialinnovations.biz	adviserinfo.sec.gov
Sardis Group, LLC	Atlanta	$531.2 million	11	6	Not listed	(404) 282-5552	sardisgroup.com	adviserinfo.sec.gov
Benedict Financial Advisors, Inc.	Atlanta	$529.4 million	724	7	Not listed	(770) 671-8228		adviserinfo.sec.gov
Highbrook Capital Partners	Atlanta	$509.1 million	596	6	Not listed	(404) 850-2550		adviserinfo.sec.gov
First Advisors National, LLC	Atlanta	$505.9 million	9,026	65	Not listed	(855) 326-7427		adviserinfo.sec.gov
Investors Asset Management of Georgia Inc	Atlanta	$502 million	772	9	Not listed	(770) 394-5619	investorsassetmanagement.com	adviserinfo.sec.gov
Paces Ferry Wealth Advisors, LLC	Atlanta	$491.2 million	698	6	Not listed	(404) 480-5200		adviserinfo.sec.gov
Register Financial Advisors, LLC	Atlanta	$488.5 million	850	15	Not listed	(404) 364-2180	maywealthstrategies.com	adviserinfo.sec.gov
Source Capital, LLC	Atlanta	$475.4 million	19	18	19	(404) 844-5381	source-cap.com	adviserinfo.sec.gov
Adapt Wealth Advisors, LLC	Atlanta	$469.2 million	1,473	12	Not listed	(404) 594-5559	adaptwealthadvisors.com	adviserinfo.sec.gov
Sard Wealth Managment Group, LLC	Atlanta	$464 million	1,127	3	Not listed	(404) 843-4483		adviserinfo.sec.gov
TCP Management LLC	Atlanta	$463.5 million	4	12	3	(706) 231-1204		adviserinfo.sec.gov
Access Investment Management, LLC	Atlanta	$456.4 million	85	2	Not listed	(678) 429-4949	accesscapital-llc.com	adviserinfo.sec.gov
Holcombe Financial, Inc.	Atlanta	$451.6 million	722	5	4	(404) 257-3317	holcombefinancial.com	adviserinfo.sec.gov
Hamilton Capital Partners, LLC	Atlanta	$444 million	218	5	Not listed	(678) 802-4974		adviserinfo.sec.gov
Peachtree Wealth Advisors, Inc	Atlanta	$436.8 million	1,359	3	Not listed	(404) 531-0965	peachtreewa.com	adviserinfo.sec.gov
Waypoint Wealth Counsel LLC	Atlanta	$433.3 million	532	4	Not listed	(404) 955-7481	waypointwc.com	adviserinfo.sec.gov
MCP Advisers, LLC	Atlanta	$400 million	1	3	1	(610) 897-0900		adviserinfo.sec.gov
Private Family Wealth Advisors	Atlanta	$393.2 million	371	4	Not listed	(404) 848-0950		adviserinfo.sec.gov
The Strategic Financial Alliance	Atlanta	$382 million	1,022	56	Not listed	(678) 954-4000	thesfa.net	adviserinfo.sec.gov
Regimen Wealth, LLC	Atlanta	$365.2 million	738	6	Not listed	(770) 738-8200		adviserinfo.sec.gov
Resurgent Advisors	Atlanta	$354.7 million	913	20	Not listed	(404) 654-0531	encompassadvising.net	adviserinfo.sec.gov
Maestria Partners LLC	Atlanta	$350.4 million	1	2	1	(317) 460-2929	maestriapartners.com	adviserinfo.sec.gov
Bip Capital Management Services, LLC	Atlanta	$345.3 million	17	6	17	(404) 410-6476	bipventures.vc	adviserinfo.sec.gov
Gridline	Atlanta	$332.1 million	44	24	36	(470) 632-6887		adviserinfo.sec.gov
Dai Wealth, LLC	Atlanta	$330 million	2,048	40	Not listed	(404) 531-7080	goodcounselwealth.com	adviserinfo.sec.gov
O15 Capital Partners, LLC	Atlanta	$310.3 million	2	9	2	(404) 333-8579	o15.com	adviserinfo.sec.gov
Battle Investment Group, LLC	Atlanta	$307.9 million	3	6	3	(770) 298-2905		adviserinfo.sec.gov
Grove Mountain Partners, LLC	Atlanta	$307.7 million	4	7	4	(678) 655-6794	grovemountainpartners.com	adviserinfo.sec.gov
Monterey Wealth	Atlanta	$300.1 million	340	3	Not listed	(404) 201-2285		adviserinfo.sec.gov
Estate Management Counselors,Llc	Atlanta	$294.3 million	1,018	4	Not listed	(404) 250-9798	emcadvisors.com	adviserinfo.sec.gov
Baugh & Associates, LLC	Atlanta	$294.2 million	437	4	Not listed	(404) 256-0268	baughandassociates.com	adviserinfo.sec.gov
Chatham Capital	Atlanta	$288.9 million	6	8	6	(770) 618-2100	chathamcapital.com	adviserinfo.sec.gov
Banyan Capital Management, Inc.	Atlanta	$281.7 million	334	3	Not listed	(770) 951-2129		adviserinfo.sec.gov
Conscious Wealth Investments, LLC	Atlanta	$272.8 million	475	7	Not listed	(404) 826-7747	consciouswealthinvesting.com	adviserinfo.sec.gov
Aurora Investment Counsel	Atlanta	$252.7 million	65	3	Not listed	(770) 226-5323	aurora-invest.com	adviserinfo.sec.gov
Checks & Balances, Inc.	Atlanta	$251.1 million	28	1	Not listed	(404) 233-0560	thefamilyoffices.com	adviserinfo.sec.gov
Large and Gilbert Wealth Advisory	Atlanta	$247.4 million	630	7	Not listed	(770) 698-9816	keystonefg.com	adviserinfo.sec.gov
Caymus Equity Partners, LLC	Atlanta	$241.6 million	12	11	12	(404) 995-8300	caymusequity.com	adviserinfo.sec.gov
Greybull Partners LLC	Atlanta	$241 million	2	20	Not listed	(404) 815-8772	earnestpartners.com.cn	adviserinfo.sec.gov
Eads & Heald Wealth Management	Atlanta	$240.5 million	229	6	Not listed	(770) 988-9556	eadsheald.com	adviserinfo.sec.gov
Galleria Financial Advisors, LLC	Atlanta	$239.2 million	140	2	Not listed	(770) 790-3714		adviserinfo.sec.gov
Cygnus Capital Advisors, LLC	Atlanta	$229.7 million	6	8	1	(404) 443-4762	cygnuscapital.com	adviserinfo.sec.gov
Alder Financial Group Inc	Atlanta	$224.1 million	249	3	Not listed	(770) 563-8207	alderfinancial.com	adviserinfo.sec.gov
Reicon Wealth Advisors, LLC	Atlanta	$220.1 million	117	5	2	(404) 328-2120	reiconwealthadvisors.com	adviserinfo.sec.gov
San Blas Advisory, Inc.	Atlanta	$218.9 million	665	13	Not listed	(404) 704-0406	thehendersonfinancialgroup.com	adviserinfo.sec.gov
Premis Advisors, LLC	Atlanta	$213.9 million	135	1	1	(678) 666-5380	premisadvisors.com	adviserinfo.sec.gov
Magellan Planning Group	Atlanta	$210 million	420	3	Not listed	(404) 257-8811	magellanplanning.com	adviserinfo.sec.gov
Pierson Wealth Management	Atlanta	$192 million	644	4	Not listed	(404) 233-7272		adviserinfo.sec.gov
Xception Family Office	Atlanta	$189.3 million	28	5	Not listed	(404) 524-7900	xceptionfamilyoffice.com	adviserinfo.sec.gov
Wright Wealth LLC	Atlanta	$188.5 million	839	7	Not listed	(470) 373-1044		adviserinfo.sec.gov
Ash Investment Partners, LLC	Atlanta	$185.7 million	1	10	1	(470) 795-5505		adviserinfo.sec.gov
George M. Hiller Companies, LLC	Atlanta	$183 million	429	5	Not listed	(404) 365-0222	georgehiller.com	adviserinfo.sec.gov
True Square Financial LLC	Atlanta	$178.8 million	330	1	Not listed	(404) 975-2720	truesquarefinancial.com	adviserinfo.sec.gov
Chancellor Wealth Management, Inc.	Atlanta	$174 million	399	3	Not listed	(770) 661-0283		adviserinfo.sec.gov
The Keystone Financial Alliance, LLC	Atlanta	$164.7 million	445	3	Not listed	(404) 260-0710	mykfa.com	adviserinfo.sec.gov
Gutt Financial Management, LLC	Atlanta	$162.1 million	189	2	Not listed	(404) 237-4188	guttfm.com	adviserinfo.sec.gov
Martinwright Advisory, LLC	Atlanta	$160.7 million	116	9	Not listed	(404) 882-8756	mwadvisory.com	adviserinfo.sec.gov
Covey Capital Advisors, LLC	Atlanta	$156.5 million	36	1	Not listed	(404) 442-2772		adviserinfo.sec.gov
Lynx Capital, LLC	Atlanta	$154.5 million	6	6	6	(770) 448-7047	lynxcapitalfunds.com	adviserinfo.sec.gov
Maven Capital Partners, LLC	Atlanta	$152.9 million	24	5	3	(404) 798-7612		adviserinfo.sec.gov
West Elk Capital, LLC	Atlanta	$152.3 million	1	2	1	(404) 551-3551	westelkcapital.com	adviserinfo.sec.gov
The Renn Wealth Management Group, Inc.	Atlanta	$151.9 million	229	4	Not listed	(404) 467-9882	rennwealth.com	adviserinfo.sec.gov
Unified Investment Management	Atlanta	$150.6 million	263	2	Not listed	(404) 920-4768	unifiedim.com	adviserinfo.sec.gov
Peachcap Tax & Advisory, LLC	Atlanta	$147.5 million	598	4	Not listed	(404) 220-8958	idexfinancial.com	adviserinfo.sec.gov
Crown Management Advisors, LLC	Atlanta	$142.2 million	1	6	1	(404) 389-9045		adviserinfo.sec.gov
Linx Partners, LLC	Atlanta	$131.4 million	7	4	7	(770) 818-0335	linxpartners.com	adviserinfo.sec.gov
The Marin Group Inc.	Atlanta	$128.1 million	147	2	Not listed	(404) 607-8014	maringroup.com	adviserinfo.sec.gov
Berkeley Advisors, Inc.	Atlanta	$125.3 million	314	2	Not listed	(404) 580-9560	berkeleyadvisors.com	adviserinfo.sec.gov
CMC Financial Group, LLC	Atlanta	$119.3 million	365	4	Not listed	(678) 690-8800	cmcfg.com	adviserinfo.sec.gov
Financial Discovery	Atlanta	$118.3 million	343	3	Not listed	(404) 816-0160	financialdiscovery.net	adviserinfo.sec.gov
Cornerstone Financial	Atlanta	$118 million	313	3	Not listed	(404) 874-3111	corstonefinancial.com	adviserinfo.sec.gov
McCormack Financial Planning Inc.	Atlanta	$115.7 million	549	3	Not listed	(404) 236-7316	mccormackfp.com	adviserinfo.sec.gov
Infinite Giving Advisory Services, Inc.	Atlanta	$112.8 million	364	10	Not listed	(888) 926-4483		adviserinfo.sec.gov
Skypoint Capital Advisors, LLC	Atlanta	$109 million	1	1	Not listed	(844) 385-1050	skypointfunds.com	adviserinfo.sec.gov
Horse Cove Partners LLC	Atlanta	$106.6 million	54	9	Not listed	(678) 905-5723	horsecovepartners.com	adviserinfo.sec.gov
Wealth Engagement	Atlanta	$105 million	104	3	Not listed	(917) 826-5955	wealthengagement.com	adviserinfo.sec.gov
Carter, Terry & Company, Inc.	Atlanta	$104 million	168	33	Not listed	(404) 364-2070	carterterry.com	adviserinfo.sec.gov
34 Financial, LLC	Atlanta	$101 million	93	4	Not listed	(404) 383-2100	trgwm.com	adviserinfo.sec.gov
Harbinger Sports Partners	Atlanta	$100 million	1	15	1	(443) 745-7813	harbingersportspartners.com	adviserinfo.sec.gov
Collective Wealth Partners, LLC	Atlanta	$59.9 million	438	6	Not listed	(404) 633-9952		adviserinfo.sec.gov
KDHB V Capital Management, LLC	Atlanta	$54.8 million	1	1	1	(404) 815-4533		adviserinfo.sec.gov
Infinity Credit Advisory, LLC	Atlanta	$53.5 million	1	1	1	(404) 458-4448	infinityfunds	adviserinfo.sec.gov
Concourse Capital Advisors, LLC	Atlanta	$36.1 million	1	1	Not listed	(404) 751-0100	concoursecap.com	adviserinfo.sec.gov
Wolverine Investment Advisors, LLC	Atlanta	$1.4 million	9	3	Not listed	(866) 504-0975	wolverineinvestmentadvisors.com	adviserinfo.sec.gov
Oppenheimerfunds Inc	Atlanta	$827,684	1	15	1	(404) 892-0896		adviserinfo.sec.gov
Greenwood Investment Advisors, LLC	Atlanta	$229,197	3,818	2	Not listed	(866) 659-4458	gogreenwood.com	adviserinfo.sec.gov
Shadow Ventures, LLC	Atlanta	Not listed	Not listed	Not listed	22	(404) 479-7943	shadow.vc	adviserinfo.sec.gov
TTV Capital	Atlanta	Not listed	Not listed	Not listed	14	(404) 347-8400	ttvcapital.com	adviserinfo.sec.gov
Tech Square Ventures	Atlanta	Not listed	Not listed	Not listed	11	(470) 832-2043		adviserinfo.sec.gov
Sabertooth Capital	Atlanta	Not listed	Not listed	Not listed	8	(404) 538-9497	sabertooth.vc	adviserinfo.sec.gov
Forte Ventures	Atlanta	Not listed	Not listed	Not listed	6	(404) 480-3090	forteventures.com	adviserinfo.sec.gov
Valor Ventures	Atlanta	Not listed	Not listed	Not listed	5	(404) 232-5700	valor.vc	adviserinfo.sec.gov
Cassius Family Management LLC	Atlanta	Not listed	Not listed	Not listed	4	(404) 519-8704		adviserinfo.sec.gov
Noro-Moseley Partners	Atlanta	Not listed	Not listed	Not listed	4	(404) 233-1966		adviserinfo.sec.gov
Steelsky Ventures	Atlanta	Not listed	Not listed	Not listed	4	(310) 422-7032	steelskyventures.com	adviserinfo.sec.gov
Techoperators, LLC	Atlanta	Not listed	Not listed	Not listed	4	(404) 537-2533	techoperators.com	adviserinfo.sec.gov
Consequent Capital Investments, LLC	Atlanta	Not listed	Not listed	Not listed	3	(404) 883-2500	consequentgroup.com	adviserinfo.sec.gov
Forte Capital Management III L.L.C.	Atlanta	Not listed	Not listed	Not listed	3	(404) 480-3090	forteventures.com	adviserinfo.sec.gov
Jam Special Opportunity Ventures	Atlanta	Not listed	Not listed	Not listed	3			adviserinfo.sec.gov
New Voices Advisors, LLC	Atlanta	Not listed	Not listed	Not listed	3	(929) 450-6416	newvoicesfund.com	adviserinfo.sec.gov
Open Opportunity Management, LLC	Atlanta	Not listed	Not listed	Not listed	3	(404) 941-4004	theopportunityfund.com	adviserinfo.sec.gov

Advisers in Atlanta that manage private funds

96 advisers report private funds. The 30 with the most funds.

Adviser	City	State	Private funds	Hedge	Private equity	Venture capital	Real estate	Fund gross assets	AUM	Source
Bip Capital	Atlanta	GA	61	Not listed	8	53	Not listed	$1.10 billion	$1.29 billion	adviserinfo.sec.gov
Altera Private Access, LLC	Atlanta	GA	52	Not listed	20	8	20	$562.4 million	$562.4 million	adviserinfo.sec.gov
Bluearc Capital Management	Atlanta	GA	43	Not listed	Not listed	Not listed	Not listed	$2.47 billion	$2.44 billion	adviserinfo.sec.gov
Gridline	Atlanta	GA	36	Not listed	13	1	Not listed	$301.8 million	$332.1 million	adviserinfo.sec.gov
Domain Capital Advisors, LLC	Atlanta	GA	33	Not listed	11	Not listed	Not listed	$7.27 billion	$7.27 billion	adviserinfo.sec.gov
Invesco Advisers, Inc.	Atlanta	GA	30	12	Not listed	Not listed	3	$64.45 billion	$749.52 billion	adviserinfo.sec.gov
Sovereign's Capital Management, LLC	Atlanta	GA	25	1	15	6	2	$1.17 billion	$1.28 billion	adviserinfo.sec.gov
HB Wealth	Atlanta	GA	24	Not listed	17	Not listed	7	$860.3 million	$30.16 billion	adviserinfo.sec.gov
Shadow Ventures, LLC	Atlanta	GA	22	Not listed	Not listed	22	Not listed	$58.1 million	Not listed	adviserinfo.sec.gov
Jamestown, L.P.	Atlanta	GA	21	Not listed	Not listed	Not listed	10	$6.82 billion	$7.06 billion	adviserinfo.sec.gov
Argonne Capital Group, LLC	Atlanta	GA	19	Not listed	17	Not listed	2	$1.68 billion	$1.68 billion	adviserinfo.sec.gov
Source Capital, LLC	Atlanta	GA	19	Not listed	19	Not listed	Not listed	$456.4 million	$475.4 million	adviserinfo.sec.gov
Eagle Merchant Partners	Atlanta	GA	17	Not listed	17	Not listed	Not listed	$840.6 million	$840.6 million	adviserinfo.sec.gov
Bip Capital Management Services, LLC	Atlanta	GA	17	Not listed	8	9	Not listed	$345.3 million	$345.3 million	adviserinfo.sec.gov
Roark Capital Management, LLC	Atlanta	GA	14	Not listed	14	Not listed	Not listed	$34.18 billion	$34.18 billion	adviserinfo.sec.gov
TTV Capital	Atlanta	GA	14	Not listed	Not listed	14	Not listed	$910.2 million	Not listed	adviserinfo.sec.gov
Godwin Capital Group, LLC	Atlanta	GA	13	3	10	Not listed	Not listed	$185.2 million	$1.13 billion	adviserinfo.sec.gov
Caymus Equity Partners, LLC	Atlanta	GA	12	Not listed	12	Not listed	Not listed	$217.8 million	$241.6 million	adviserinfo.sec.gov
Tech Square Ventures	Atlanta	GA	11	Not listed	Not listed	11	Not listed	$233.1 million	Not listed	adviserinfo.sec.gov
Resurgens Technology Advisors, L.P.	Atlanta	GA	10	Not listed	10	Not listed	Not listed	$2.17 billion	$2.17 billion	adviserinfo.sec.gov
Infinity Capital Advisors, LLC	Atlanta	GA	10	10	Not listed	Not listed	Not listed	$1.38 billion	$1.53 billion	adviserinfo.sec.gov
Angel Oak Capital Advisors, LLC	Atlanta	GA	9	9	Not listed	Not listed	Not listed	$1.73 billion	$11.49 billion	adviserinfo.sec.gov
Gid Multifamily Investment Management LLC	Atlanta	GA	8	3	1	Not listed	4	$5.89 billion	$5.89 billion	adviserinfo.sec.gov
Fulcrum Equity Partners, Inc.	Atlanta	GA	8	Not listed	Not listed	8	Not listed	$1.16 billion	$1.16 billion	adviserinfo.sec.gov
Arcapita Investment Management US Inc.	Atlanta	GA	8	Not listed	6	Not listed	2	$607.3 million	$607.3 million	adviserinfo.sec.gov
Sabertooth Capital	Atlanta	GA	8	Not listed	Not listed	8	Not listed	$91 million	Not listed	adviserinfo.sec.gov
Bay Point Advisors, LLC	Atlanta	GA	7	4	3	Not listed	Not listed	$1.84 billion	$1.03 billion	adviserinfo.sec.gov
4612 Group, LLC	Atlanta	GA	7	Not listed	Not listed	Not listed	Not listed	$265.1 million	$773.3 million	adviserinfo.sec.gov
Linx Partners, LLC	Atlanta	GA	7	Not listed	7	Not listed	Not listed	$216.9 million	$131.4 million	adviserinfo.sec.gov
Earnest Partners, LLC	Atlanta	GA	6	Not listed	Not listed	Not listed	Not listed	$1.92 billion	$42.61 billion	adviserinfo.sec.gov

Newest SEC registrations in Atlanta

3 advisers with an SEC status effective in the 90 days to November 2, 2026.

Adviser	City	State	SEC status effective	AUM	Website	Source
BCM Fixed Income	Atlanta	GA	September 23, 2026	Not listed	bcmfi.com	adviserinfo.sec.gov
Generational Financial Partners, LLC	Atlanta	GA	August 10, 2026	Not listed	genfipartners.com	adviserinfo.sec.gov
The Marin Group Inc.	Atlanta	GA	August 5, 2026	$128.1 million	maringroup.com	adviserinfo.sec.gov

Also on SpecStream

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