Data / Investment advisers / Serving charitable organizations / Georgia

Investment advisers in Georgia serving charitable organizations: 152 firms

Name: Investment advisers in Georgia serving charitable organizations: Form ADV data
Creator: SpecStream
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152 SEC registered investment advisers with a main office in Georgia report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $26.1 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Atlanta Consulting Group Advisors, LLC.

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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152Advisers
$26.1 billionAUM from this client type
150Advisers over $100 million
November 2, 2026File date

Advisers in Georgia serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Atlanta Consulting Group Advisors, LLC	Atlanta	53	$4.62 billion	$14.70 billion	adviserinfo.sec.gov
Fiduciaryvest, LLC	Atlanta	12	$2.48 billion	$4.93 billion	adviserinfo.sec.gov
Cornerstone Management, Inc.	Duluth	97	$1.98 billion	$2.29 billion	adviserinfo.sec.gov
LCG Associates, Inc.	Atlanta	55	$1.74 billion	$2.61 billion	adviserinfo.sec.gov
LCP Institutional, LLC	Atlanta	14	$1.41 billion	$3.18 billion	adviserinfo.sec.gov
Blue Grotto Capital, LLC	Atlanta	4	$1.36 billion	$2.10 billion	adviserinfo.sec.gov
Earnest Partners, LLC	Atlanta	44	$1.26 billion	$42.61 billion	adviserinfo.sec.gov
HB Wealth	Atlanta	227	$1.26 billion	$30.16 billion	adviserinfo.sec.gov
Vident Asset Management	Alpharetta	64	$1.21 billion	$22.02 billion	adviserinfo.sec.gov
Crawford Investment Counsel Inc	Atlanta	36	$1.11 billion	$9.14 billion	adviserinfo.sec.gov
Southeast Asset Advisors, LLC	Thomasville	23	$1.01 billion	$4.20 billion	adviserinfo.sec.gov
Balentine	Atlanta	13	$527.9 million	$5.54 billion	adviserinfo.sec.gov
SB Advisory, LLC	Atlanta	35	$437.3 million	$1.10 billion	adviserinfo.sec.gov
Nicholas Hoffman & Company, LLC	Atlanta	9	$410.3 million	$8.26 billion	adviserinfo.sec.gov
Shapiro Capital Management LLC	Atlanta	33	$381 million	$1.97 billion	adviserinfo.sec.gov
Advocacy Wealth Management, LLC	Atlanta	14	$351.1 million	$3.24 billion	adviserinfo.sec.gov
Buckhead Capital Management, LLC	Atlanta	23	$335.3 million	$5.76 billion	adviserinfo.sec.gov
Sage Mountain Advisors, LLC	Atlanta	4	$234.2 million	$4.29 billion	adviserinfo.sec.gov
ZWJ Investment Counsel Inc	Atlanta	32	$229.6 million	$4.23 billion	adviserinfo.sec.gov
Eagle Rock Investment Company, LLC	Atlanta	6	$221.3 million	$786.7 million	adviserinfo.sec.gov
Atlanta Capital	Atlanta	8	$218.7 million	$28.64 billion	adviserinfo.sec.gov
Arcus Capital Partners, LLC	Atlanta	Fewer than 5	$213.3 million	$2.51 billion	adviserinfo.sec.gov
Merit Financial Advisors	Alpharetta	52	$201.1 million	$23.88 billion	adviserinfo.sec.gov
Globalt Investments	Atlanta	75	$192.2 million	$3.02 billion	adviserinfo.sec.gov
Synovus Securities, Inc.	Columbus	86	$173.9 million	$8.45 billion	adviserinfo.sec.gov
Montag	Atlanta	20	$148.2 million	$2.97 billion	adviserinfo.sec.gov
Godwin Capital Group, LLC	Atlanta	1	$128.7 million	$1.13 billion	adviserinfo.sec.gov
Silvant Capital Management LLC	Atlanta	5	$128.5 million	$3.04 billion	adviserinfo.sec.gov
Invesco Advisers, Inc.	Atlanta	2	$125.6 million	$749.52 billion	adviserinfo.sec.gov
Marco Investment Management LLC	Atlanta	Fewer than 5	$124.7 million	$1.77 billion	adviserinfo.sec.gov
Signaturefd, LLC	Atlanta	9	$118.8 million	$9.68 billion	adviserinfo.sec.gov
Equity Investment Corp	Atlanta	73	$116 million	$3.51 billion	adviserinfo.sec.gov
Infinite Giving Advisory Services, Inc.	Atlanta	211	$112.8 million	$112.8 million	adviserinfo.sec.gov
Willis Investment Counsel Inc	Gainesville	16	$107.7 million	$4.23 billion	adviserinfo.sec.gov
Reicon Wealth Advisors, LLC	Atlanta	5	$82.7 million	$220.1 million	adviserinfo.sec.gov
Narwhal Capital Management	Marietta	12	$79.9 million	$2.08 billion	adviserinfo.sec.gov
Haven Global Partners, LLC	Atlanta	Fewer than 5	$79.1 million	$1.45 billion	adviserinfo.sec.gov
Truist Advisory Services, Inc.	Atlanta	75	$63.6 million	$77.39 billion	adviserinfo.sec.gov
Osaic Advisory Services, LLC	Atlanta	38	$63.2 million	$15.48 billion	adviserinfo.sec.gov
Arkadios Wealth Advisors	Atlanta	16	$59.8 million	$8.79 billion	adviserinfo.sec.gov
Access Investment Management, LLC	Atlanta	Fewer than 5	$52.3 million	$456.4 million	adviserinfo.sec.gov
Ira Group, Inc.	Atlanta	5	$51.6 million	$15.42 billion	adviserinfo.sec.gov
Sound View Wealth Advisors Group, LLC	Savannah	11	$48.4 million	$2.28 billion	adviserinfo.sec.gov
Meadow Creek Wealth Advisors, LLC	Atlanta	Fewer than 5	$45.8 million	$728 million	adviserinfo.sec.gov
Pgi Wealth Management	Alpharetta	Fewer than 5	$44 million	$930.6 million	adviserinfo.sec.gov
Ifg Advisory, LLC	Atlanta	29	$40.1 million	$4.76 billion	adviserinfo.sec.gov
Amb Wealth, LLC	Thomasville	12	$38.8 million	$1.07 billion	adviserinfo.sec.gov
Asset Preservation Advisors, LLC	Atlanta	9	$31.5 million	$11.05 billion	adviserinfo.sec.gov
Wiregrass Asset Management	Thomasville	Fewer than 5	$30.3 million	$159.7 million	adviserinfo.sec.gov
Primerica Advisors	Duluth	64	$28 million	$15.54 billion	adviserinfo.sec.gov
Bison Wealth, LLC	Atlanta	61	$27.4 million	$2.74 billion	adviserinfo.sec.gov
Asset Advisors	Augusta	11	$26.6 million	$1.40 billion	adviserinfo.sec.gov
HC Advisors LLC	Sandy Springs	Fewer than 5	$24.3 million	$500.2 million	adviserinfo.sec.gov
Wealth With No Regrets®	Alpharetta	6	$24 million	$214.4 million	adviserinfo.sec.gov
Weaver Capital Management, LLC	Suwanee	Fewer than 5	$23.9 million	$537.8 million	adviserinfo.sec.gov
Clear Investment Research, LLC	Alpharetta	Fewer than 5	$21.2 million	$4.19 billion	adviserinfo.sec.gov
Checks & Balances, Inc.	Atlanta	2	$20.3 million	$251.1 million	adviserinfo.sec.gov
Chatham Capital Group Inc	Savannah	9	$19.3 million	$878.1 million	adviserinfo.sec.gov
Howard Capital Management, LLC	Alpharetta	7	$19.1 million	$8.01 billion	adviserinfo.sec.gov
CPC Advisors, LLC	Atlanta	6	$18.6 million	$1.68 billion	adviserinfo.sec.gov
Aprio Wealth Management, LLC	Atlanta	18	$18.3 million	$4.15 billion	adviserinfo.sec.gov
Henssler Financial	Kennesaw	8	$16.7 million	$3.81 billion	adviserinfo.sec.gov
Openarc Corporate Advisory, LLC	Atlanta	Fewer than 5	$16.3 million	$10.09 billion	adviserinfo.sec.gov
Carson Advisory Group	Athens	16	$16.1 million	$864.9 million	adviserinfo.sec.gov
The Fiduciary Group	Savannah	5	$16.1 million	$1.97 billion	adviserinfo.sec.gov
Builder Investment Group	Atlanta	4	$15 million	$952.5 million	adviserinfo.sec.gov
Wellspring Wealth Management LLC	Alpharetta	7	$14.2 million	$584.8 million	adviserinfo.sec.gov
Advisory Services Network	Atlanta	30	$12.9 million	$10.60 billion	adviserinfo.sec.gov
Georgia Wealth Partners, LLC	Griffin	5	$12.6 million	$157.5 million	adviserinfo.sec.gov
Dai Wealth, LLC	Atlanta	8	$11.3 million	$330 million	adviserinfo.sec.gov
Rowland Miller + Partners LLC	Atlanta	Fewer than 5	$10.7 million	$635.9 million	adviserinfo.sec.gov
Epg Wealth Management LLC	Atlanta	3	$9.8 million	$579.1 million	adviserinfo.sec.gov
Galleria Financial Advisors, LLC	Atlanta	3	$9.7 million	$239.2 million	adviserinfo.sec.gov
Sherrill & Hutchins Financial Advisory Inc	Atlanta	Fewer than 5	$9.4 million	$623.7 million	adviserinfo.sec.gov
Wynn Capital	Augusta	4	$8.5 million	$320.2 million	adviserinfo.sec.gov
Paces Ferry Wealth Advisors, LLC	Atlanta	19	$8 million	$491.2 million	adviserinfo.sec.gov
Eads & Heald Wealth Management	Atlanta	Fewer than 5	$7.7 million	$240.5 million	adviserinfo.sec.gov
Paul Manners & Associates, Inc.	Marietta	4	$7.7 million	$391.7 million	adviserinfo.sec.gov
Ap Wealth Management	Augusta	6	$7.2 million	$339.6 million	adviserinfo.sec.gov
Greatmark Investment Partners, Inc.	Columbus	8	$7 million	$1.02 billion	adviserinfo.sec.gov
Marietta Wealth Management, LLC	Marietta	6	$7 million	$1.39 billion	adviserinfo.sec.gov
West Paces Advisors, Inc.	Atlanta	3	$6 million	$1.01 billion	adviserinfo.sec.gov
Highbrook Capital Partners	Atlanta	2	$5.7 million	$509.1 million	adviserinfo.sec.gov
Kingsmark Private Financial Advisors, LLC	Albany	Fewer than 5	$5.6 million	$406.5 million	adviserinfo.sec.gov
Covey Capital Advisors, LLC	Atlanta	Fewer than 5	$4.8 million	$156.5 million	adviserinfo.sec.gov
Smith & Howard Wealth Management, LLC	Atlanta	Fewer than 5	$4.8 million	$726.9 million	adviserinfo.sec.gov
Resurgent Advisors	Atlanta	2	$4.5 million	$354.7 million	adviserinfo.sec.gov
Capital Management Advisors Inc	Marietta	Fewer than 5	$4.4 million	$52 million	adviserinfo.sec.gov
Jamison Private Wealth Management, Inc.	Milton	17	$4.4 million	$1.05 billion	adviserinfo.sec.gov
Bip Wealth, LLC	Atlanta	4	$4.4 million	$5.29 billion	adviserinfo.sec.gov
Cornerstone Investment Partners, LLC	Atlanta	Fewer than 5	$3.8 million	$2.65 billion	adviserinfo.sec.gov
First City Capital Management Inc	Savannah	Fewer than 5	$3.5 million	$423.7 million	adviserinfo.sec.gov
Private Family Wealth Advisors	Atlanta	Fewer than 5	$3.3 million	$393.2 million	adviserinfo.sec.gov
Elevate Wealth Advisory, Inc.	Athens	12	$3.2 million	$385.5 million	adviserinfo.sec.gov
George M. Hiller Companies, LLC	Atlanta	5	$3.1 million	$183 million	adviserinfo.sec.gov
Ables, Iannone, Moore & Associates, Inc.	Savannah	2	$3 million	$258.7 million	adviserinfo.sec.gov
Baer Wealth Management	Marietta	6	$2.8 million	$334.7 million	adviserinfo.sec.gov
Benedict Financial Advisors, Inc.	Atlanta	5	$2.6 million	$529.4 million	adviserinfo.sec.gov
MPWM Advisory Solutions LLC	Alpharetta	3	$2.6 million	$326.9 million	adviserinfo.sec.gov
Large and Gilbert Wealth Advisory	Atlanta	1	$2.4 million	$247.4 million	adviserinfo.sec.gov
Sovereign's Capital Management, LLC	Atlanta	1	$2.2 million	$1.28 billion	adviserinfo.sec.gov
Conscious Wealth Investments, LLC	Atlanta	Fewer than 5	$1.8 million	$272.8 million	adviserinfo.sec.gov
JT Stratford, LLC	Gainesville	6	$1.8 million	$1.01 billion	adviserinfo.sec.gov
Strategic Blueprint, LLC	Atlanta	17	$1.8 million	$2.54 billion	adviserinfo.sec.gov
Loftin Wealth Partners	Johns Creek	Fewer than 5	$1.6 million	$344.5 million	adviserinfo.sec.gov
American Wealth Management, Inc.	Alpharetta	7	$1.6 million	$310 million	adviserinfo.sec.gov
Goodwin Investment Advisory	Woodstock	Fewer than 5	$1.6 million	$397 million	adviserinfo.sec.gov
Cahaba Wealth Management, Inc.	Atlanta	2	$1.5 million	$2.06 billion	adviserinfo.sec.gov
Financial Potential Wealth Management	Gainesville	1	$1.4 million	$130 million	adviserinfo.sec.gov
Dyche, Riley, & Selman Wealth Management	Fayetteville	1	$1.3 million	$162.3 million	adviserinfo.sec.gov
Waypoint Wealth Counsel LLC	Atlanta	Fewer than 5	$1.3 million	$433.3 million	adviserinfo.sec.gov
True Square Financial LLC	Atlanta	Fewer than 5	$1.3 million	$178.8 million	adviserinfo.sec.gov
Tandemgrowth Financial Advisors, LLC	Alpharetta	Fewer than 5	$1.3 million	$297 million	adviserinfo.sec.gov
Arch Partners Wealth Management, Inc.	Watkinsville	Fewer than 5	$1.2 million	$109.2 million	adviserinfo.sec.gov
Sanders & Scott, CHFC	Watkinsville	5	$1.1 million	$148.8 million	adviserinfo.sec.gov
Elwood & Goetz	Athens	4	$1.1 million	$1.07 billion	adviserinfo.sec.gov
Bull Street Advisors	Savannah	4	$1.1 million	$271.9 million	adviserinfo.sec.gov
Ferguson Shapiro LLC	Decatur	Fewer than 5	$1 million	$415.2 million	adviserinfo.sec.gov
Incompass Financial Partners, LLC	Alpharetta	7	$1 million	$192 million	adviserinfo.sec.gov
Atlas Investment Advisors	Alpharetta	Fewer than 5	$1 million	$184.1 million	adviserinfo.sec.gov
Decatur Capital Management, Inc.	Decatur	Fewer than 5	$968,815	$253.7 million	adviserinfo.sec.gov
Trademark Capital Management Inc.	Watkinsville	Fewer than 5	$963,873	$150.8 million	adviserinfo.sec.gov
Strickland Davis Advisors LLC	Marietta	Fewer than 5	$752,959	$121.3 million	adviserinfo.sec.gov
Persium Advisors, LLC	Atlanta	1	$709,041	$583.6 million	adviserinfo.sec.gov
Wassaw Sound Management, LLC	Savannah	Fewer than 5	$700,000	$122.7 million	adviserinfo.sec.gov
American Wealth Advisors, LLC	Johns Creek	Fewer than 5	$673,759	$120.2 million	adviserinfo.sec.gov
Chancellor Wealth Management, Inc.	Atlanta	Fewer than 5	$637,620	$174 million	adviserinfo.sec.gov
Newcorp Wealth Management	Alpharetta	1	$568,674	$177.1 million	adviserinfo.sec.gov
Capital and Planning, LLC	Jonesboro	Fewer than 5	$556,703	$193.9 million	adviserinfo.sec.gov
Baugh & Associates, LLC	Atlanta	1	$483,276	$294.2 million	adviserinfo.sec.gov
Peachtree Wealth Advisors, Inc	Atlanta	Fewer than 5	$451,709	$436.8 million	adviserinfo.sec.gov
Pierson Wealth Management	Atlanta	Fewer than 5	$390,255	$192 million	adviserinfo.sec.gov
Adapt Wealth Advisors, LLC	Atlanta	2	$389,181	$469.2 million	adviserinfo.sec.gov
Alder Financial Group Inc	Atlanta	Fewer than 5	$380,085	$224.1 million	adviserinfo.sec.gov
Integras Partners, LLC	Alpharetta	1	$363,846	$244.8 million	adviserinfo.sec.gov
Woodstock Wealth Management, Inc.	Woodstock	Fewer than 5	$345,897	$726.6 million	adviserinfo.sec.gov
Lanier Financial Group LLC	Athens	Fewer than 5	$341,298	$236.2 million	adviserinfo.sec.gov
Bluechip Wealth Advisors LLC	Milton	Fewer than 5	$339,902	$666.4 million	adviserinfo.sec.gov
Hamilton Capital Partners, LLC	Atlanta	1	$319,785	$444 million	adviserinfo.sec.gov
Wright Wealth LLC	Atlanta	1	$318,309	$188.5 million	adviserinfo.sec.gov
Townsend Wealth Management	Columbus	Fewer than 5	$287,404	$194 million	adviserinfo.sec.gov
Richard Young Advisors	Augusta	Fewer than 5	$255,740	$1.20 billion	adviserinfo.sec.gov
MMHP Investment Advisors	Thomasville	Fewer than 5	$253,191	$435.3 million	adviserinfo.sec.gov
Firethorn Wealth Partners, LLC	Augusta	1	$208,271	$671.9 million	adviserinfo.sec.gov
Forthright Wealth Management, LLC	Alpharetta	Fewer than 5	$186,280	$773.4 million	adviserinfo.sec.gov
Parrish Capital, LLC	Kennesaw	1	$175,442	$150 million	adviserinfo.sec.gov
Longview Wealth Management	Atlanta	Fewer than 5	$147,673	$1.15 billion	adviserinfo.sec.gov
Southbridge Advisors, LLC	Marieta	Fewer than 5	$120,000	$353.1 million	adviserinfo.sec.gov
Novapoint Capital LLC	Atlanta	1	$101,620	$536.2 million	adviserinfo.sec.gov
Collective Wealth Partners, LLC	Atlanta	5	$100,000	$59.9 million	adviserinfo.sec.gov
Daner Wealth Management, LLC	Alpharetta	Fewer than 5	$87,401	$201.7 million	adviserinfo.sec.gov
Anson Analytics	Tyrone	1	$2,763	$242.2 million	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.