Data / Investment advisers / Serving high net worth individuals / Georgia

Investment advisers in Georgia serving high net worth individuals: 245 firms

Name: Investment advisers in Georgia serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

245 SEC registered investment advisers with a main office in Georgia report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $275 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Truist Advisory Services, Inc.

The request: Every investment adviser in Georgia that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

245Advisers
$275 billionAUM from this client type
241Advisers over $100 million
November 2, 2026File date

Advisers in Georgia serving high net worth individuals

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
Truist Advisory Services, Inc.	Atlanta	32,526	$47.62 billion	$77.39 billion	adviserinfo.sec.gov
HB Wealth	Atlanta	3,169	$21.78 billion	$30.16 billion	adviserinfo.sec.gov
Merit Financial Advisors	Alpharetta	4,344	$11.33 billion	$23.88 billion	adviserinfo.sec.gov
Openarc Corporate Advisory, LLC	Atlanta	2,356	$9.11 billion	$10.09 billion	adviserinfo.sec.gov
Osaic Advisory Services, LLC	Atlanta	3,755	$8.89 billion	$15.48 billion	adviserinfo.sec.gov
Asset Preservation Advisors, LLC	Atlanta	1,714	$8.59 billion	$11.05 billion	adviserinfo.sec.gov
Signaturefd, LLC	Atlanta	1,271	$8.46 billion	$9.68 billion	adviserinfo.sec.gov
Nicholas Hoffman & Company, LLC	Atlanta	285	$7.77 billion	$8.26 billion	adviserinfo.sec.gov
Capital Investment Advisors, LLC	Atlanta	2,462	$6.39 billion	$8.21 billion	adviserinfo.sec.gov
Crawford Investment Counsel Inc	Atlanta	1,176	$5.69 billion	$9.14 billion	adviserinfo.sec.gov
Synovus Securities, Inc.	Columbus	1,938	$4.96 billion	$8.45 billion	adviserinfo.sec.gov
Bip Wealth, LLC	Atlanta	1,566	$4.82 billion	$5.29 billion	adviserinfo.sec.gov
Sage Mountain Advisors, LLC	Atlanta	161	$4.02 billion	$4.29 billion	adviserinfo.sec.gov
BT Family Office, LLC	Atlanta	10	$4.00 billion	$4.00 billion	adviserinfo.sec.gov
Balentine	Atlanta	426	$4.00 billion	$5.54 billion	adviserinfo.sec.gov
Advisory Services Network	Atlanta	1,121	$3.80 billion	$10.60 billion	adviserinfo.sec.gov
ZWJ Investment Counsel Inc	Atlanta	656	$3.65 billion	$4.23 billion	adviserinfo.sec.gov
Aprio Wealth Management, LLC	Atlanta	710	$3.56 billion	$4.15 billion	adviserinfo.sec.gov
Ifg Advisory, LLC	Atlanta	3,556	$3.52 billion	$4.76 billion	adviserinfo.sec.gov
Arkadios Wealth Advisors	Atlanta	764	$3.28 billion	$8.79 billion	adviserinfo.sec.gov
Primerica Advisors	Duluth	2,097	$3.20 billion	$15.54 billion	adviserinfo.sec.gov
Vident Asset Management	Alpharetta	720	$3.09 billion	$22.02 billion	adviserinfo.sec.gov
Gleneagles Investment Advisors, LLC	Atlanta	47	$3.07 billion	$3.08 billion	adviserinfo.sec.gov
Atlanta Consulting Group Advisors, LLC	Atlanta	50	$3.00 billion	$14.70 billion	adviserinfo.sec.gov
Henssler Financial	Kennesaw	733	$2.96 billion	$3.81 billion	adviserinfo.sec.gov
Montag	Atlanta	377	$2.75 billion	$2.97 billion	adviserinfo.sec.gov
Southeast Asset Advisors, LLC	Thomasville	185	$2.57 billion	$4.20 billion	adviserinfo.sec.gov
Advocacy Wealth Management, LLC	Atlanta	649	$2.25 billion	$3.24 billion	adviserinfo.sec.gov
Sound View Wealth Advisors Group, LLC	Savannah	455	$2.05 billion	$2.28 billion	adviserinfo.sec.gov
Howard Capital Management, LLC	Alpharetta	812	$1.90 billion	$8.01 billion	adviserinfo.sec.gov
Arcus Capital Partners, LLC	Atlanta	401	$1.81 billion	$2.51 billion	adviserinfo.sec.gov
Cahaba Wealth Management, Inc.	Atlanta	437	$1.78 billion	$2.06 billion	adviserinfo.sec.gov
Strategic Blueprint, LLC	Atlanta	906	$1.73 billion	$2.54 billion	adviserinfo.sec.gov
Bison Wealth, LLC	Atlanta	5,877	$1.72 billion	$2.74 billion	adviserinfo.sec.gov
LCP Institutional, LLC	Atlanta	50	$1.69 billion	$3.18 billion	adviserinfo.sec.gov
Globalt Investments	Atlanta	727	$1.56 billion	$3.02 billion	adviserinfo.sec.gov
Marco Investment Management LLC	Atlanta	185	$1.39 billion	$1.77 billion	adviserinfo.sec.gov
Rollins Financial Advisors, LLC	Atlanta	402	$1.32 billion	$1.59 billion	adviserinfo.sec.gov
The Fiduciary Group	Savannah	350	$1.32 billion	$1.97 billion	adviserinfo.sec.gov
Asset Advisors	Augusta	245	$1.30 billion	$1.40 billion	adviserinfo.sec.gov
Cannon Financial Strategists, Inc.	Athens	389	$1.17 billion	$1.67 billion	adviserinfo.sec.gov
Equity Investment Corp	Atlanta	464	$1.16 billion	$3.51 billion	adviserinfo.sec.gov
Impact Partnership Wealth, LLC	Marietta	512	$971.3 million	$2.96 billion	adviserinfo.sec.gov
West Paces Advisors, Inc.	Atlanta	177	$969.8 million	$1.01 billion	adviserinfo.sec.gov
Marietta Wealth Management, LLC	Marietta	232	$962.2 million	$1.39 billion	adviserinfo.sec.gov
Elwood & Goetz	Athens	346	$926.6 million	$1.07 billion	adviserinfo.sec.gov
Greatmark Investment Partners, Inc.	Columbus	197	$916.5 million	$1.02 billion	adviserinfo.sec.gov
Narwhal Capital Management	Marietta	111	$901.1 million	$2.08 billion	adviserinfo.sec.gov
Jamison Private Wealth Management, Inc.	Milton	187	$834.4 million	$1.05 billion	adviserinfo.sec.gov
Inlight Wealth	Atlanta	148	$824.8 million	$843.3 million	adviserinfo.sec.gov
Pgi Wealth Management	Alpharetta	193	$806.6 million	$930.6 million	adviserinfo.sec.gov
Longview Wealth Management	Atlanta	295	$800.5 million	$1.15 billion	adviserinfo.sec.gov
Builder Investment Group	Atlanta	80	$779.6 million	$952.5 million	adviserinfo.sec.gov
Veracity Capital LLC	Atlanta	219	$739.7 million	$799.8 million	adviserinfo.sec.gov
Richard Young Advisors	Augusta	332	$734.6 million	$1.20 billion	adviserinfo.sec.gov
American Financial Advisors, LLC.	Marietta	299	$733.5 million	$950.2 million	adviserinfo.sec.gov
Chatham Capital Group Inc	Savannah	161	$714.9 million	$878.1 million	adviserinfo.sec.gov
Anchyra Partners LLC	Atlanta	40	$689.2 million	$689.2 million	adviserinfo.sec.gov
Regent Peak Wealth Advisors, LLC	Atlanta	141	$688.1 million	$785.9 million	adviserinfo.sec.gov
Smith & Howard Wealth Management, LLC	Atlanta	139	$675.2 million	$726.9 million	adviserinfo.sec.gov
Carson Advisory Group	Athens	382	$673.2 million	$864.9 million	adviserinfo.sec.gov
Forthright Wealth Management, LLC	Alpharetta	266	$666.9 million	$773.4 million	adviserinfo.sec.gov
JT Stratford, LLC	Gainesville	261	$657.3 million	$1.01 billion	adviserinfo.sec.gov
CPC Advisors, LLC	Atlanta	105	$640.1 million	$1.68 billion	adviserinfo.sec.gov
Meadow Creek Wealth Advisors, LLC	Atlanta	80	$638.3 million	$728 million	adviserinfo.sec.gov
Shapiro Capital Management LLC	Atlanta	271	$618.7 million	$1.97 billion	adviserinfo.sec.gov
Ira Group, Inc.	Atlanta	103	$600.4 million	$15.42 billion	adviserinfo.sec.gov
Rowland Miller + Partners LLC	Atlanta	115	$576.1 million	$635.9 million	adviserinfo.sec.gov
Family WMS, LLC	Athens	39	$561.4 million	$571.6 million	adviserinfo.sec.gov
Eagle Rock Investment Company, LLC	Atlanta	63	$549.6 million	$786.7 million	adviserinfo.sec.gov
Irc Wealth	Atlanta	149	$529.7 million	$666.7 million	adviserinfo.sec.gov
Wealth Science Advisors LLC	Alpharetta	138	$524.5 million	$558.7 million	adviserinfo.sec.gov
Wellspring Wealth Management LLC	Alpharetta	132	$511.6 million	$584.8 million	adviserinfo.sec.gov
Sherrill & Hutchins Financial Advisory Inc	Atlanta	206	$499.4 million	$623.7 million	adviserinfo.sec.gov
Willis Investment Counsel Inc	Gainesville	129	$497.6 million	$4.23 billion	adviserinfo.sec.gov
Financial Innovations, LLC	Atlanta	234	$467 million	$535.2 million	adviserinfo.sec.gov
Amb Wealth, LLC	Thomasville	175	$452.5 million	$1.07 billion	adviserinfo.sec.gov
Benedict Financial Advisors, Inc.	Atlanta	162	$448.4 million	$529.4 million	adviserinfo.sec.gov
Weaver Capital Management, LLC	Suwanee	88	$443.9 million	$537.8 million	adviserinfo.sec.gov
HC Advisors LLC	Sandy Springs	102	$440.1 million	$500.2 million	adviserinfo.sec.gov
Epg Wealth Management LLC	Atlanta	570	$435.4 million	$579.1 million	adviserinfo.sec.gov
Berkeley Capital Partners, LLC	Milton	180	$433 million	$1.10 billion	adviserinfo.sec.gov
Paces Ferry Wealth Advisors, LLC	Atlanta	107	$416.5 million	$491.2 million	adviserinfo.sec.gov
Firethorn Wealth Partners, LLC	Augusta	297	$415.1 million	$671.9 million	adviserinfo.sec.gov
Bluechip Wealth Advisors LLC	Milton	166	$400.3 million	$666.4 million	adviserinfo.sec.gov
MMHP Investment Advisors	Thomasville	174	$387.1 million	$435.3 million	adviserinfo.sec.gov
Sard Wealth Managment Group, LLC	Atlanta	155	$381.5 million	$464 million	adviserinfo.sec.gov
Waypoint Wealth Counsel LLC	Atlanta	117	$377.2 million	$433.3 million	adviserinfo.sec.gov
Highbrook Capital Partners	Atlanta	96	$373.2 million	$509.1 million	adviserinfo.sec.gov
Power Wealth Management	Alpharetta	131	$369 million	$429.9 million	adviserinfo.sec.gov
Holcombe Financial, Inc.	Atlanta	96	$366 million	$451.6 million	adviserinfo.sec.gov
Adapt Wealth Advisors, LLC	Atlanta	149	$363.1 million	$469.2 million	adviserinfo.sec.gov
Private Family Wealth Advisors	Atlanta	74	$362.7 million	$393.2 million	adviserinfo.sec.gov
Persium Advisors, LLC	Atlanta	77	$362.5 million	$583.6 million	adviserinfo.sec.gov
Wiser Wealth Management, Inc	Marietta	156	$358 million	$513.6 million	adviserinfo.sec.gov
Register Financial Advisors, LLC	Atlanta	136	$342.1 million	$488.5 million	adviserinfo.sec.gov
First City Capital Management Inc	Savannah	84	$335.7 million	$423.7 million	adviserinfo.sec.gov
Regimen Wealth, LLC	Atlanta	130	$322.7 million	$365.2 million	adviserinfo.sec.gov
Paul Manners & Associates, Inc.	Marietta	100	$320 million	$391.7 million	adviserinfo.sec.gov
Peachtree Wealth Advisors, Inc	Atlanta	174	$318.6 million	$436.8 million	adviserinfo.sec.gov
Woodstock Wealth Management, Inc.	Woodstock	116	$318.1 million	$726.6 million	adviserinfo.sec.gov
Beacon Global Advisor Network, LLC	Atlanta	185	$312.1 million	$745.1 million	adviserinfo.sec.gov
Ap Wealth Management	Augusta	137	$303.4 million	$339.6 million	adviserinfo.sec.gov
Ferguson Shapiro LLC	Decatur	139	$303 million	$415.2 million	adviserinfo.sec.gov
Buckhead Capital Management, LLC	Atlanta	65	$296.2 million	$5.76 billion	adviserinfo.sec.gov
Atlanta Capital	Atlanta	22	$289.9 million	$28.64 billion	adviserinfo.sec.gov
Kingsmark Private Financial Advisors, LLC	Albany	170	$284.8 million	$406.5 million	adviserinfo.sec.gov
Investors Asset Management of Georgia Inc	Atlanta	136	$284.1 million	$502 million	adviserinfo.sec.gov
Cape Investment Advisory, Inc.	McDonough	107	$277.5 million	$473.7 million	adviserinfo.sec.gov
Hamilton Capital Partners, LLC	Atlanta	64	$270.1 million	$444 million	adviserinfo.sec.gov
SB Advisory, LLC	Atlanta	113	$269.9 million	$1.10 billion	adviserinfo.sec.gov
Cornerstone Management, Inc.	Duluth	46	$267.3 million	$2.29 billion	adviserinfo.sec.gov
1776 Wealth LLC	Sandy Springs	48	$266.7 million	$390.8 million	adviserinfo.sec.gov
Loftin Wealth Partners	Johns Creek	105	$265.4 million	$344.5 million	adviserinfo.sec.gov
Tandemgrowth Financial Advisors, LLC	Alpharetta	135	$265 million	$297 million	adviserinfo.sec.gov
Baugh & Associates, LLC	Atlanta	55	$259.8 million	$294.2 million	adviserinfo.sec.gov
Conscious Wealth Investments, LLC	Atlanta	69	$258 million	$272.8 million	adviserinfo.sec.gov
Gibbs Wealth Management, LLC	Alpharetta	140	$256.2 million	$1.06 billion	adviserinfo.sec.gov
Elevate Wealth Advisory, Inc.	Athens	107	$249.7 million	$385.5 million	adviserinfo.sec.gov
C.W. O'Conner Wealth Advisors, Inc.	Duluth	69	$249.6 million	$264.6 million	adviserinfo.sec.gov
Goodwin Investment Advisory	Woodstock	118	$249.5 million	$397 million	adviserinfo.sec.gov
Resurgent Advisors	Atlanta	82	$247.7 million	$354.7 million	adviserinfo.sec.gov
Baer Wealth Management	Marietta	149	$245.2 million	$334.7 million	adviserinfo.sec.gov
Access Investment Management, LLC	Atlanta	16	$238.2 million	$456.4 million	adviserinfo.sec.gov
Trufp	Cumming	120	$233.8 million	$421.7 million	adviserinfo.sec.gov
Checks & Balances, Inc.	Atlanta	16	$230.3 million	$251.1 million	adviserinfo.sec.gov
Banyan Capital Management, Inc.	Atlanta	59	$228.7 million	$281.7 million	adviserinfo.sec.gov
Wynn Capital	Augusta	71	$228.4 million	$320.2 million	adviserinfo.sec.gov
American Wealth Management, Inc.	Alpharetta	167	$228 million	$310 million	adviserinfo.sec.gov
The Jenkins Group	Albany	91	$226.8 million	$270.1 million	adviserinfo.sec.gov
Journey Beyond Wealth	Roswell	51	$226.4 million	$250.3 million	adviserinfo.sec.gov
Estate Management Counselors,Llc	Atlanta	80	$217.5 million	$294.3 million	adviserinfo.sec.gov
Novapoint Capital LLC	Atlanta	63	$217.3 million	$536.2 million	adviserinfo.sec.gov
Alder Financial Group Inc	Atlanta	46	$212.6 million	$224.1 million	adviserinfo.sec.gov
Premis Advisors, LLC	Atlanta	7	$211.5 million	$213.9 million	adviserinfo.sec.gov
Bull Street Advisors	Savannah	58	$211 million	$271.9 million	adviserinfo.sec.gov
Galleria Financial Advisors, LLC	Atlanta	61	$205 million	$239.2 million	adviserinfo.sec.gov
Proactive Wealth Strategies, LLC	Marietta	105	$204.2 million	$315.8 million	adviserinfo.sec.gov
Minerva Planning Group	Decatur	70	$199.3 million	$236.9 million	adviserinfo.sec.gov
Integras Partners, LLC	Alpharetta	80	$199.3 million	$244.8 million	adviserinfo.sec.gov
Dai Wealth, LLC	Atlanta	643	$198.4 million	$330 million	adviserinfo.sec.gov
Anson Analytics	Tyrone	68	$195.6 million	$242.2 million	adviserinfo.sec.gov
Wealth Intelligence, LLC	Columbus	32	$195 million	$247.5 million	adviserinfo.sec.gov
Commonwealth Financial Planners Inc	Roswell	66	$194.6 million	$227.6 million	adviserinfo.sec.gov
Large and Gilbert Wealth Advisory	Atlanta	67	$192.9 million	$247.4 million	adviserinfo.sec.gov
Xception Family Office	Atlanta	26	$188.3 million	$189.3 million	adviserinfo.sec.gov
Southbridge Advisors, LLC	Marieta	82	$188.1 million	$353.1 million	adviserinfo.sec.gov
Ables, Iannone, Moore & Associates, Inc.	Savannah	83	$188.1 million	$258.7 million	adviserinfo.sec.gov
Cornerstone Investment Partners, LLC	Atlanta	72	$183.5 million	$2.65 billion	adviserinfo.sec.gov
Eads & Heald Wealth Management	Atlanta	107	$181.8 million	$240.5 million	adviserinfo.sec.gov
Financial Architects, LLC	Woodstock	61	$181.5 million	$199.2 million	adviserinfo.sec.gov
MPWM Advisory Solutions LLC	Alpharetta	76	$181.4 million	$326.9 million	adviserinfo.sec.gov
Kiker Wealth Management, LLC	Jasper	80	$180.2 million	$395.1 million	adviserinfo.sec.gov
MRP Capital Investments, LLC	Alpharetta	68	$179.2 million	$227.6 million	adviserinfo.sec.gov
Legacy Planning Advisors, LLC	Suwanee	75	$179 million	$234 million	adviserinfo.sec.gov
True Square Financial LLC	Atlanta	58	$173.9 million	$178.8 million	adviserinfo.sec.gov
Smith, Brown & Groover Inc. D/B/A SBG Wealth Management	Macon	79	$171 million	$284.2 million	adviserinfo.sec.gov
Atlas Investment Advisors	Alpharetta	101	$170.5 million	$184.1 million	adviserinfo.sec.gov
Lanier Financial Group LLC	Athens	74	$165.7 million	$236.2 million	adviserinfo.sec.gov
Gutt Financial Management, LLC	Atlanta	49	$162.1 million	$162.1 million	adviserinfo.sec.gov
The Strategic Financial Alliance	Atlanta	127	$154.4 million	$382 million	adviserinfo.sec.gov
Wealth With No Regrets®	Alpharetta	97	$153.7 million	$214.4 million	adviserinfo.sec.gov
The Keystone Financial Alliance, LLC	Atlanta	75	$152.2 million	$164.7 million	adviserinfo.sec.gov
Exit Wealth Advisors	Alpharetta	62	$152 million	$243.2 million	adviserinfo.sec.gov
Forest Investment Associates	Atlanta	Fewer than 5	$151.9 million	$5.24 billion	adviserinfo.sec.gov
Covey Capital Advisors, LLC	Atlanta	28	$148.5 million	$156.5 million	adviserinfo.sec.gov
Magellan Planning Group	Atlanta	61	$147.5 million	$210 million	adviserinfo.sec.gov
George M. Hiller Companies, LLC	Atlanta	165	$145.8 million	$183 million	adviserinfo.sec.gov
CFS Wealth Management	Macon	69	$145.6 million	$189.1 million	adviserinfo.sec.gov
Townsend Wealth Management	Columbus	60	$145.5 million	$194 million	adviserinfo.sec.gov
Christy Capital Management, Inc.	Macon	86	$145 million	$376.3 million	adviserinfo.sec.gov
Earnest Partners, LLC	Atlanta	10	$143.7 million	$42.61 billion	adviserinfo.sec.gov
Fiduciaryvest, LLC	Atlanta	16	$143.4 million	$4.93 billion	adviserinfo.sec.gov
Daner Wealth Management, LLC	Alpharetta	62	$142.3 million	$201.7 million	adviserinfo.sec.gov
The Renn Wealth Management Group, Inc.	Atlanta	48	$140.7 million	$151.9 million	adviserinfo.sec.gov
Unified Investment Management	Atlanta	43	$138.6 million	$150.6 million	adviserinfo.sec.gov
Ridge Capital Management, LLC	John Creek	68	$136.2 million	$186 million	adviserinfo.sec.gov
The Monitor Group, Inc.	Martinez	61	$134.9 million	$167.2 million	adviserinfo.sec.gov
Maven Capital Partners, LLC	Atlanta	5	$134.8 million	$152.9 million	adviserinfo.sec.gov
Elm3 Financial Group, LLC	Alpharetta	66	$134.8 million	$189 million	adviserinfo.sec.gov
Aurora Investment Counsel	Atlanta	53	$133.2 million	$252.7 million	adviserinfo.sec.gov
Pierson Wealth Management	Atlanta	77	$131.6 million	$192 million	adviserinfo.sec.gov
Wright Wealth LLC	Atlanta	48	$130.5 million	$188.5 million	adviserinfo.sec.gov
Incompass Financial Partners, LLC	Alpharetta	79	$127.8 million	$192 million	adviserinfo.sec.gov
Reicon Wealth Advisors, LLC	Atlanta	27	$127 million	$220.1 million	adviserinfo.sec.gov
Capital and Planning, LLC	Jonesboro	126	$126.4 million	$193.9 million	adviserinfo.sec.gov
Vip Wealth Advisors	Decatur	27	$124.6 million	$126.1 million	adviserinfo.sec.gov
Parrish Capital, LLC	Kennesaw	65	$123.6 million	$150 million	adviserinfo.sec.gov
Bush Wealth Management	Valdosta	79	$119.9 million	$258.4 million	adviserinfo.sec.gov
The Lloyd Advisory Group	Suwanee	60	$118.8 million	$437.6 million	adviserinfo.sec.gov
Financial Consultants Group Inc	Cumming	64	$118.1 million	$188.2 million	adviserinfo.sec.gov
Wickham Financial & Insurance Services	Marietta	53	$116 million	$193 million	adviserinfo.sec.gov
Martinwright Advisory, LLC	Atlanta	100	$114.7 million	$160.7 million	adviserinfo.sec.gov
Dyche, Riley, & Selman Wealth Management	Fayetteville	40	$114.4 million	$162.3 million	adviserinfo.sec.gov
Starr-Mathews Financial, LLC	Calhoun	54	$110.3 million	$158.6 million	adviserinfo.sec.gov
Asset Management Group	Cartersville	58	$108.4 million	$200.1 million	adviserinfo.sec.gov
Strickland Davis Advisors LLC	Marietta	44	$105.5 million	$121.3 million	adviserinfo.sec.gov
Wassaw Sound Management, LLC	Savannah	9	$105 million	$122.7 million	adviserinfo.sec.gov
LCG Associates, Inc.	Atlanta	Fewer than 5	$104.5 million	$2.61 billion	adviserinfo.sec.gov
Monterey Wealth	Atlanta	34	$103.6 million	$300.1 million	adviserinfo.sec.gov
Clear Investment Research, LLC	Alpharetta	47	$103.6 million	$4.19 billion	adviserinfo.sec.gov
Financial Discovery	Atlanta	44	$102.6 million	$118.3 million	adviserinfo.sec.gov
American Wealth Advisors, LLC	Johns Creek	44	$102 million	$120.2 million	adviserinfo.sec.gov
Berkeley Advisors, Inc.	Atlanta	38	$101.5 million	$125.3 million	adviserinfo.sec.gov
Legacy Partners Financial Group, LLC	Woodstock	94	$100.7 million	$107.6 million	adviserinfo.sec.gov
34 Financial, LLC	Atlanta	90	$99.2 million	$101 million	adviserinfo.sec.gov
The Marin Group Inc.	Atlanta	30	$98.7 million	$128.1 million	adviserinfo.sec.gov
Newcorp Wealth Management	Alpharetta	43	$93.4 million	$177.1 million	adviserinfo.sec.gov
St. John & Associates, Inc.	Roswell	43	$93.4 million	$128.4 million	adviserinfo.sec.gov
The Advisory Firm	Alpharetta	43	$92.1 million	$126.4 million	adviserinfo.sec.gov
Financial Potential Wealth Management	Gainesville	28	$92 million	$130 million	adviserinfo.sec.gov
Networth Financial Services, LLC	Johns Creek	42	$91 million	$128.1 million	adviserinfo.sec.gov
Park Square Financial Group LLC	Roswell	45	$90.8 million	$218.6 million	adviserinfo.sec.gov
Cornerstone Financial	Atlanta	59	$90 million	$118 million	adviserinfo.sec.gov
Evans Wealth Management	Duluth	47	$84.1 million	$111.1 million	adviserinfo.sec.gov
Nicholas Wealth Management	Marietta	44	$84 million	$739.8 million	adviserinfo.sec.gov
McCormack Financial Planning Inc.	Atlanta	36	$83 million	$115.7 million	adviserinfo.sec.gov
Carter, Terry & Company, Inc.	Atlanta	60	$81.5 million	$104 million	adviserinfo.sec.gov
Georgia Wealth Partners, LLC	Griffin	73	$81.4 million	$157.5 million	adviserinfo.sec.gov
CMC Financial Group, LLC	Atlanta	29	$81.1 million	$119.3 million	adviserinfo.sec.gov
Fully Financial	Athens	34	$79.3 million	$111.1 million	adviserinfo.sec.gov
Alpha Financial Management, Inc.	Savannah	35	$78.3 million	$109.4 million	adviserinfo.sec.gov
Godwin Capital Group, LLC	Atlanta	4	$78.1 million	$1.13 billion	adviserinfo.sec.gov
Wealth Engagement	Atlanta	27	$76.2 million	$105 million	adviserinfo.sec.gov
Sentara Capital	Marietta	39	$75.1 million	$119.6 million	adviserinfo.sec.gov
T.R.U.E. Coastal Capital, LLC	Savannah	50	$72.4 million	$124.1 million	adviserinfo.sec.gov
San Blas Advisory, Inc.	Atlanta	63	$69.5 million	$218.9 million	adviserinfo.sec.gov
Capital Endurance Group, Inc	Alpharetta	24	$66.5 million	$108.8 million	adviserinfo.sec.gov
Sanders & Scott, CHFC	Watkinsville	30	$66.4 million	$148.8 million	adviserinfo.sec.gov
Wiregrass Asset Management	Thomasville	105	$66.1 million	$159.7 million	adviserinfo.sec.gov
Trademark Capital Management Inc.	Watkinsville	26	$65.9 million	$150.8 million	adviserinfo.sec.gov
Peachcap Tax & Advisory, LLC	Atlanta	59	$63.1 million	$147.5 million	adviserinfo.sec.gov
Cygnus Capital Advisors, LLC	Atlanta	Fewer than 5	$44 million	$229.7 million	adviserinfo.sec.gov
Griffith & Werner, Inc.	Canton	33	$43.1 million	$218.6 million	adviserinfo.sec.gov
Global Investment Advisory	McDonough	21	$38.2 million	$71.8 million	adviserinfo.sec.gov
Arch Partners Wealth Management, Inc.	Watkinsville	85	$38.2 million	$109.2 million	adviserinfo.sec.gov
Tuttle Wealth Partners LLC	Brookhaven	29	$32 million	$104.2 million	adviserinfo.sec.gov
Collective Wealth Partners, LLC	Atlanta	16	$30 million	$59.9 million	adviserinfo.sec.gov
Horse Cove Partners LLC	Atlanta	25	$23.8 million	$106.6 million	adviserinfo.sec.gov
J. L. Perkins Wealth Management, LLC	Macon	8	$20.4 million	$142.2 million	adviserinfo.sec.gov
Fsam LLC	Alpharetta	18	$10.7 million	$138.4 million	adviserinfo.sec.gov
Capital Management Advisors Inc	Marietta	Fewer than 5	$9.9 million	$52 million	adviserinfo.sec.gov
Decatur Capital Management, Inc.	Decatur	8	$5.2 million	$253.7 million	adviserinfo.sec.gov
Silvant Capital Management LLC	Atlanta	Fewer than 5	$5.2 million	$3.04 billion	adviserinfo.sec.gov
KDHB V Capital Management, LLC	Atlanta	2	Not listed	$54.8 million	adviserinfo.sec.gov

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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.