Data / Investment advisers / Serving corporations and other businesses / Georgia

Investment advisers in Georgia serving corporations and other businesses: 151 firms

Name: Investment advisers in Georgia serving corporations and other businesses: Form ADV data
Creator: SpecStream
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151 SEC registered investment advisers with a main office in Georgia report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $79.8 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Invesco Advisers, Inc.

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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151Advisers
$79.8 billionAUM from this client type
149Advisers over $100 million
November 2, 2026File date

Advisers in Georgia serving corporations and other businesses

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
Invesco Advisers, Inc.	Atlanta	62	$47.77 billion	$749.52 billion	adviserinfo.sec.gov
Truist Advisory Services, Inc.	Atlanta	2,186	$5.49 billion	$77.39 billion	adviserinfo.sec.gov
HB Wealth	Atlanta	358	$4.49 billion	$30.16 billion	adviserinfo.sec.gov
Atlanta Consulting Group Advisors, LLC	Atlanta	14	$2.40 billion	$14.70 billion	adviserinfo.sec.gov
Asset Preservation Advisors, LLC	Atlanta	272	$1.83 billion	$11.05 billion	adviserinfo.sec.gov
Willis Investment Counsel Inc	Gainesville	23	$1.81 billion	$4.23 billion	adviserinfo.sec.gov
Earnest Partners, LLC	Atlanta	51	$1.55 billion	$42.61 billion	adviserinfo.sec.gov
Buckhead Capital Management, LLC	Atlanta	17	$1.42 billion	$5.76 billion	adviserinfo.sec.gov
Arkadios Wealth Advisors	Atlanta	521	$1.30 billion	$8.79 billion	adviserinfo.sec.gov
Merit Financial Advisors	Alpharetta	184	$1.28 billion	$23.88 billion	adviserinfo.sec.gov
Crawford Investment Counsel Inc	Atlanta	43	$1.20 billion	$9.14 billion	adviserinfo.sec.gov
Narwhal Capital Management	Marietta	19	$1.04 billion	$2.08 billion	adviserinfo.sec.gov
LCG Associates, Inc.	Atlanta	37	$764.5 million	$2.61 billion	adviserinfo.sec.gov
Godwin Capital Group, LLC	Atlanta	4	$739.4 million	$1.13 billion	adviserinfo.sec.gov
Synovus Securities, Inc.	Columbus	230	$550.9 million	$8.45 billion	adviserinfo.sec.gov
Shapiro Capital Management LLC	Atlanta	70	$456.4 million	$1.97 billion	adviserinfo.sec.gov
Arcus Capital Partners, LLC	Atlanta	17	$451.8 million	$2.51 billion	adviserinfo.sec.gov
Osaic Advisory Services, LLC	Atlanta	274	$386.6 million	$15.48 billion	adviserinfo.sec.gov
Atlanta Capital	Atlanta	7	$385 million	$28.64 billion	adviserinfo.sec.gov
Cornerstone Investment Partners, LLC	Atlanta	18	$372.3 million	$2.65 billion	adviserinfo.sec.gov
Advisory Services Network	Atlanta	410	$258.4 million	$10.60 billion	adviserinfo.sec.gov
Greybull Partners LLC	Atlanta	2	$241 million	$241 million	adviserinfo.sec.gov
Globalt Investments	Atlanta	91	$239.1 million	$3.02 billion	adviserinfo.sec.gov
Voya Investment Management LLC	Atlanta	2	$237.9 million	$38.77 billion	adviserinfo.sec.gov
The Fiduciary Group	Savannah	35	$163 million	$1.97 billion	adviserinfo.sec.gov
Aprio Wealth Management, LLC	Atlanta	11	$162.2 million	$4.15 billion	adviserinfo.sec.gov
Access Investment Management, LLC	Atlanta	Fewer than 5	$157.6 million	$456.4 million	adviserinfo.sec.gov
Advocacy Wealth Management, LLC	Atlanta	48	$142.9 million	$3.24 billion	adviserinfo.sec.gov
ZWJ Investment Counsel Inc	Atlanta	25	$129.9 million	$4.23 billion	adviserinfo.sec.gov
Marco Investment Management LLC	Atlanta	Fewer than 5	$114.5 million	$1.77 billion	adviserinfo.sec.gov
1776 Wealth LLC	Sandy Springs	24	$109.7 million	$390.8 million	adviserinfo.sec.gov
Bison Wealth, LLC	Atlanta	301	$109.4 million	$2.74 billion	adviserinfo.sec.gov
CPC Advisors, LLC	Atlanta	21	$107.4 million	$1.68 billion	adviserinfo.sec.gov
Highbrook Capital Partners	Atlanta	36	$105.9 million	$509.1 million	adviserinfo.sec.gov
Equity Investment Corp	Atlanta	127	$98.5 million	$3.51 billion	adviserinfo.sec.gov
Fsam LLC	Alpharetta	46	$96.7 million	$138.4 million	adviserinfo.sec.gov
Timberland Investment Resources, LLC	Atlanta	1	$91.9 million	$1.98 billion	adviserinfo.sec.gov
Primerica Advisors	Duluth	166	$90.6 million	$15.54 billion	adviserinfo.sec.gov
Ifg Advisory, LLC	Atlanta	57	$79.1 million	$4.76 billion	adviserinfo.sec.gov
Silvant Capital Management LLC	Atlanta	Fewer than 5	$68.7 million	$3.04 billion	adviserinfo.sec.gov
Amb Wealth, LLC	Thomasville	24	$68.5 million	$1.07 billion	adviserinfo.sec.gov
Woodstock Wealth Management, Inc.	Woodstock	32	$62.7 million	$726.6 million	adviserinfo.sec.gov
Southeast Asset Advisors, LLC	Thomasville	16	$59.7 million	$4.20 billion	adviserinfo.sec.gov
Peachtree Wealth Advisors, Inc	Atlanta	50	$54.4 million	$436.8 million	adviserinfo.sec.gov
Regent Peak Wealth Advisors, LLC	Atlanta	6	$54.2 million	$785.9 million	adviserinfo.sec.gov
Vident Asset Management	Alpharetta	11	$47.9 million	$22.02 billion	adviserinfo.sec.gov
Sound View Wealth Advisors Group, LLC	Savannah	12	$47.2 million	$2.28 billion	adviserinfo.sec.gov
Martinwright Advisory, LLC	Atlanta	8	$45 million	$160.7 million	adviserinfo.sec.gov
Paces Ferry Wealth Advisors, LLC	Atlanta	1	$41.4 million	$491.2 million	adviserinfo.sec.gov
Bip Wealth, LLC	Atlanta	25	$41 million	$5.29 billion	adviserinfo.sec.gov
Henssler Financial	Kennesaw	18	$41 million	$3.81 billion	adviserinfo.sec.gov
Fiduciaryvest, LLC	Atlanta	Fewer than 5	$40.4 million	$4.93 billion	adviserinfo.sec.gov
Bull Street Advisors	Savannah	3	$36.8 million	$271.9 million	adviserinfo.sec.gov
Howard Capital Management, LLC	Alpharetta	24	$32.8 million	$8.01 billion	adviserinfo.sec.gov
Decatur Capital Management, Inc.	Decatur	6	$31 million	$253.7 million	adviserinfo.sec.gov
Montag	Atlanta	6	$24.8 million	$2.97 billion	adviserinfo.sec.gov
Irc Wealth	Atlanta	Fewer than 5	$23.9 million	$666.7 million	adviserinfo.sec.gov
Paul Manners & Associates, Inc.	Marietta	10	$23.8 million	$391.7 million	adviserinfo.sec.gov
Weaver Capital Management, LLC	Suwanee	Fewer than 5	$21.8 million	$537.8 million	adviserinfo.sec.gov
Wellspring Wealth Management LLC	Alpharetta	13	$21.1 million	$584.8 million	adviserinfo.sec.gov
Builder Investment Group	Atlanta	3	$20.9 million	$952.5 million	adviserinfo.sec.gov
Epg Wealth Management LLC	Atlanta	11	$20.4 million	$579.1 million	adviserinfo.sec.gov
Openarc Corporate Advisory, LLC	Atlanta	Fewer than 5	$20.2 million	$10.09 billion	adviserinfo.sec.gov
Cannon Financial Strategists, Inc.	Athens	5	$20.2 million	$1.67 billion	adviserinfo.sec.gov
Firethorn Wealth Partners, LLC	Augusta	25	$19.4 million	$671.9 million	adviserinfo.sec.gov
Pierson Wealth Management	Atlanta	5	$16.4 million	$192 million	adviserinfo.sec.gov
Hamilton Capital Partners, LLC	Atlanta	23	$14.7 million	$444 million	adviserinfo.sec.gov
American Financial Advisors, LLC.	Marietta	4	$14.7 million	$950.2 million	adviserinfo.sec.gov
Investment Performance Services LLC	Savannah	Fewer than 5	$14.4 million	$763.7 million	adviserinfo.sec.gov
Marietta Wealth Management, LLC	Marietta	5	$14.4 million	$1.39 billion	adviserinfo.sec.gov
Strategic Blueprint, LLC	Atlanta	45	$14 million	$2.54 billion	adviserinfo.sec.gov
GMT Capital Corp.	Atlanta	1	$13.9 million	$6.90 billion	adviserinfo.sec.gov
First City Capital Management Inc	Savannah	Fewer than 5	$13.8 million	$423.7 million	adviserinfo.sec.gov
SB Advisory, LLC	Atlanta	28	$13.7 million	$1.10 billion	adviserinfo.sec.gov
Impact Partnership Wealth, LLC	Marietta	22	$13.6 million	$2.96 billion	adviserinfo.sec.gov
Forthright Wealth Management, LLC	Alpharetta	8	$11.7 million	$773.4 million	adviserinfo.sec.gov
Cape Investment Advisory, Inc.	McDonough	11	$11 million	$473.7 million	adviserinfo.sec.gov
Wiregrass Asset Management	Thomasville	6	$10.8 million	$159.7 million	adviserinfo.sec.gov
Persium Advisors, LLC	Atlanta	5	$10.7 million	$583.6 million	adviserinfo.sec.gov
Proactive Wealth Strategies, LLC	Marietta	12	$10.2 million	$315.8 million	adviserinfo.sec.gov
Jamison Private Wealth Management, Inc.	Milton	18	$9.1 million	$1.05 billion	adviserinfo.sec.gov
Galleria Financial Advisors, LLC	Atlanta	5	$9 million	$239.2 million	adviserinfo.sec.gov
Ira Group, Inc.	Atlanta	Fewer than 5	$7.9 million	$15.42 billion	adviserinfo.sec.gov
Bluechip Wealth Advisors LLC	Milton	Fewer than 5	$7.9 million	$666.4 million	adviserinfo.sec.gov
Eagle Rock Investment Company, LLC	Atlanta	Fewer than 5	$7.8 million	$786.7 million	adviserinfo.sec.gov
Register Financial Advisors, LLC	Atlanta	Fewer than 5	$7.4 million	$488.5 million	adviserinfo.sec.gov
Evans Wealth Management	Duluth	8	$7.2 million	$111.1 million	adviserinfo.sec.gov
JT Stratford, LLC	Gainesville	4	$6.2 million	$1.01 billion	adviserinfo.sec.gov
The Strategic Financial Alliance	Atlanta	6	$5.9 million	$382 million	adviserinfo.sec.gov
Parrish Capital, LLC	Kennesaw	3	$5.9 million	$150 million	adviserinfo.sec.gov
Baer Wealth Management	Marietta	7	$5.1 million	$334.7 million	adviserinfo.sec.gov
Financial Innovations, LLC	Atlanta	Fewer than 5	$4.4 million	$535.2 million	adviserinfo.sec.gov
Ridge Capital Management, LLC	John Creek	5	$4.4 million	$186 million	adviserinfo.sec.gov
Georgia Wealth Partners, LLC	Griffin	10	$4.2 million	$157.5 million	adviserinfo.sec.gov
Dai Wealth, LLC	Atlanta	36	$4.1 million	$330 million	adviserinfo.sec.gov
Ables, Iannone, Moore & Associates, Inc.	Savannah	8	$4 million	$258.7 million	adviserinfo.sec.gov
Longview Wealth Management	Atlanta	12	$4 million	$1.15 billion	adviserinfo.sec.gov
Magellan Planning Group	Atlanta	4	$4 million	$210 million	adviserinfo.sec.gov
Chatham Capital Group Inc	Savannah	Fewer than 5	$3.9 million	$878.1 million	adviserinfo.sec.gov
Exit Wealth Advisors	Alpharetta	8	$3.9 million	$243.2 million	adviserinfo.sec.gov
Private Family Wealth Advisors	Atlanta	Fewer than 5	$3.1 million	$393.2 million	adviserinfo.sec.gov
Nicholas Wealth Management	Marietta	8	$3.1 million	$739.8 million	adviserinfo.sec.gov
Collective Wealth Partners, LLC	Atlanta	10	$3 million	$59.9 million	adviserinfo.sec.gov
Veracity Capital LLC	Atlanta	3	$3 million	$799.8 million	adviserinfo.sec.gov
Ferguson Shapiro LLC	Decatur	Fewer than 5	$2.9 million	$415.2 million	adviserinfo.sec.gov
Waypoint Wealth Counsel LLC	Atlanta	Fewer than 5	$2.9 million	$433.3 million	adviserinfo.sec.gov
Capital Management Advisors Inc	Marietta	Fewer than 5	$2.7 million	$52 million	adviserinfo.sec.gov
American Wealth Advisors, LLC	Johns Creek	Fewer than 5	$2.7 million	$120.2 million	adviserinfo.sec.gov
Smith, Brown & Groover Inc. D/B/A SBG Wealth Management	Macon	4	$2.6 million	$284.2 million	adviserinfo.sec.gov
Asset Advisors	Augusta	3	$2.4 million	$1.40 billion	adviserinfo.sec.gov
Carson Advisory Group	Athens	6	$2.4 million	$864.9 million	adviserinfo.sec.gov
American Wealth Management, Inc.	Alpharetta	8	$2.4 million	$310 million	adviserinfo.sec.gov
Wealth Intelligence, LLC	Columbus	1	$2.2 million	$247.5 million	adviserinfo.sec.gov
Arch Partners Wealth Management, Inc.	Watkinsville	7	$2.2 million	$109.2 million	adviserinfo.sec.gov
Smith & Howard Wealth Management, LLC	Atlanta	Fewer than 5	$1.8 million	$726.9 million	adviserinfo.sec.gov
True Square Financial LLC	Atlanta	9	$1.8 million	$178.8 million	adviserinfo.sec.gov
Sanders & Scott, CHFC	Watkinsville	8	$1.8 million	$148.8 million	adviserinfo.sec.gov
Elm3 Financial Group, LLC	Alpharetta	5	$1.5 million	$189 million	adviserinfo.sec.gov
Large and Gilbert Wealth Advisory	Atlanta	4	$1.2 million	$247.4 million	adviserinfo.sec.gov
Dyche, Riley, & Selman Wealth Management	Fayetteville	2	$1.2 million	$162.3 million	adviserinfo.sec.gov
Horse Cove Partners LLC	Atlanta	3	$1.1 million	$106.6 million	adviserinfo.sec.gov
Carter, Terry & Company, Inc.	Atlanta	5	$1 million	$104 million	adviserinfo.sec.gov
Newcorp Wealth Management	Alpharetta	2	$970,356	$177.1 million	adviserinfo.sec.gov
Commonwealth Financial Planners Inc	Roswell	Fewer than 5	$938,100	$227.6 million	adviserinfo.sec.gov
Lanier Financial Group LLC	Athens	Fewer than 5	$877,896	$236.2 million	adviserinfo.sec.gov
Townsend Wealth Management	Columbus	Fewer than 5	$815,678	$194 million	adviserinfo.sec.gov
Kingsmark Private Financial Advisors, LLC	Albany	Fewer than 5	$676,652	$406.5 million	adviserinfo.sec.gov
Capital and Planning, LLC	Jonesboro	Fewer than 5	$565,453	$193.9 million	adviserinfo.sec.gov
Unified Investment Management	Atlanta	1	$517,952	$150.6 million	adviserinfo.sec.gov
Monterey Wealth	Atlanta	Fewer than 5	$500,000	$300.1 million	adviserinfo.sec.gov
Chancellor Wealth Management, Inc.	Atlanta	Fewer than 5	$465,583	$174 million	adviserinfo.sec.gov
Adapt Wealth Advisors, LLC	Atlanta	5	$464,749	$469.2 million	adviserinfo.sec.gov
Novapoint Capital LLC	Atlanta	2	$453,951	$536.2 million	adviserinfo.sec.gov
Richard Young Advisors	Augusta	Fewer than 5	$333,070	$1.20 billion	adviserinfo.sec.gov
Southbridge Advisors, LLC	Marieta	Fewer than 5	$330,320	$353.1 million	adviserinfo.sec.gov
Greatmark Investment Partners, Inc.	Columbus	1	$325,057	$1.02 billion	adviserinfo.sec.gov
Daner Wealth Management, LLC	Alpharetta	Fewer than 5	$308,059	$201.7 million	adviserinfo.sec.gov
Meadow Creek Wealth Advisors, LLC	Atlanta	Fewer than 5	$270,926	$728 million	adviserinfo.sec.gov
Alder Financial Group Inc	Atlanta	Fewer than 5	$248,463	$224.1 million	adviserinfo.sec.gov
The Lloyd Advisory Group	Suwanee	Fewer than 5	$241,691	$437.6 million	adviserinfo.sec.gov
Incompass Financial Partners, LLC	Alpharetta	Fewer than 5	$189,483	$192 million	adviserinfo.sec.gov
Holcombe Financial, Inc.	Atlanta	Fewer than 5	$151,280	$451.6 million	adviserinfo.sec.gov
Elevate Wealth Advisory, Inc.	Athens	1	$95,341	$385.5 million	adviserinfo.sec.gov
Sentara Capital	Marietta	Fewer than 5	$88,113	$119.6 million	adviserinfo.sec.gov
MPWM Advisory Solutions LLC	Alpharetta	3	$82,554	$326.9 million	adviserinfo.sec.gov
MMHP Investment Advisors	Thomasville	Fewer than 5	$76,157	$435.3 million	adviserinfo.sec.gov
Wright Wealth LLC	Atlanta	1	$44,635	$188.5 million	adviserinfo.sec.gov
Checks & Balances, Inc.	Atlanta	1	$18,222	$251.1 million	adviserinfo.sec.gov
Park Square Financial Group LLC	Roswell	Fewer than 5	$6,562	$218.6 million	adviserinfo.sec.gov
George M. Hiller Companies, LLC	Atlanta	1	$2,830	$183 million	adviserinfo.sec.gov
CMC Financial Group, LLC	Atlanta	Fewer than 5	$2,261	$119.3 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.