Data / Investment advisers / Serving individuals / Georgia

Investment advisers in Georgia serving individuals: 235 firms

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

235 SEC registered investment advisers with a main office in Georgia report individuals among their clients in Form ADV item 5.D, and together they attribute $97.2 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.

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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235Advisers
$97.2 billionAUM from this client type
230Advisers over $100 million
November 2, 2026File date

Advisers in Georgia serving 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	93,619	$23.06 billion	$77.39 billion	adviserinfo.sec.gov
Primerica Advisors	Duluth	65,489	$12.21 billion	$15.54 billion	adviserinfo.sec.gov
Merit Financial Advisors	Alpharetta	15,696	$6.66 billion	$23.88 billion	adviserinfo.sec.gov
Advisory Services Network	Atlanta	11,305	$6.46 billion	$10.60 billion	adviserinfo.sec.gov
Osaic Advisory Services, LLC	Atlanta	25,761	$6.12 billion	$15.48 billion	adviserinfo.sec.gov
Arkadios Wealth Advisors	Atlanta	13,556	$4.11 billion	$8.79 billion	adviserinfo.sec.gov
Synovus Securities, Inc.	Columbus	10,026	$2.67 billion	$8.45 billion	adviserinfo.sec.gov
Howard Capital Management, LLC	Alpharetta	9,734	$2.45 billion	$8.01 billion	adviserinfo.sec.gov
Impact Partnership Wealth, LLC	Marietta	7,476	$1.97 billion	$2.96 billion	adviserinfo.sec.gov
Capital Investment Advisors, LLC	Atlanta	3,552	$1.81 billion	$8.21 billion	adviserinfo.sec.gov
Equity Investment Corp	Atlanta	6,086	$1.61 billion	$3.51 billion	adviserinfo.sec.gov
Stadion Money Management, LLC	Watkinsville	49,562	$1.47 billion	$2.69 billion	adviserinfo.sec.gov
HB Wealth	Atlanta	1,639	$1.43 billion	$30.16 billion	adviserinfo.sec.gov
Ifg Advisory, LLC	Atlanta	5,482	$1.05 billion	$4.76 billion	adviserinfo.sec.gov
Openarc Corporate Advisory, LLC	Atlanta	1,485	$943.1 million	$10.09 billion	adviserinfo.sec.gov
CPC Advisors, LLC	Atlanta	829	$892.3 million	$1.68 billion	adviserinfo.sec.gov
Bison Wealth, LLC	Atlanta	2,692	$820.7 million	$2.74 billion	adviserinfo.sec.gov
Gibbs Wealth Management, LLC	Alpharetta	5,216	$789.6 million	$1.06 billion	adviserinfo.sec.gov
Strategic Blueprint, LLC	Atlanta	2,432	$758.3 million	$2.54 billion	adviserinfo.sec.gov
Globalt Investments	Atlanta	2,335	$721.5 million	$3.02 billion	adviserinfo.sec.gov
Signaturefd, LLC	Atlanta	620	$719.9 million	$9.68 billion	adviserinfo.sec.gov
Asset Preservation Advisors, LLC	Atlanta	1,033	$582.9 million	$11.05 billion	adviserinfo.sec.gov
First Advisors National, LLC	Atlanta	4,858	$505.9 million	$505.9 million	adviserinfo.sec.gov
Advocacy Wealth Management, LLC	Atlanta	1,009	$492.3 million	$3.24 billion	adviserinfo.sec.gov
Richard Young Advisors	Augusta	1,608	$453.3 million	$1.20 billion	adviserinfo.sec.gov
Beacon Global Advisor Network, LLC	Atlanta	1,203	$433 million	$745.1 million	adviserinfo.sec.gov
Amb Wealth, LLC	Thomasville	703	$422.1 million	$1.07 billion	adviserinfo.sec.gov
Bip Wealth, LLC	Atlanta	1,542	$420.9 million	$5.29 billion	adviserinfo.sec.gov
Vident Asset Management	Alpharetta	588	$412.4 million	$22.02 billion	adviserinfo.sec.gov
SB Advisory, LLC	Atlanta	2,521	$368.6 million	$1.10 billion	adviserinfo.sec.gov
Longview Wealth Management	Atlanta	878	$348 million	$1.15 billion	adviserinfo.sec.gov
Woodstock Wealth Management, Inc.	Woodstock	1,438	$345.4 million	$726.6 million	adviserinfo.sec.gov
Berkeley Capital Partners, LLC	Milton	1,377	$326.6 million	$1.10 billion	adviserinfo.sec.gov
Crawford Investment Counsel Inc	Atlanta	767	$310.1 million	$9.14 billion	adviserinfo.sec.gov
The Lloyd Advisory Group	Suwanee	1,142	$307.5 million	$437.6 million	adviserinfo.sec.gov
Atlanta Consulting Group Advisors, LLC	Atlanta	227	$302.3 million	$14.70 billion	adviserinfo.sec.gov
JT Stratford, LLC	Gainesville	977	$298 million	$1.01 billion	adviserinfo.sec.gov
Verisail Partners, LLC	Chamblee	262	$282.8 million	$283.6 million	adviserinfo.sec.gov
Henssler Financial	Kennesaw	876	$263.2 million	$3.81 billion	adviserinfo.sec.gov
Aprio Wealth Management, LLC	Atlanta	882	$247 million	$4.15 billion	adviserinfo.sec.gov
Christy Capital Management, Inc.	Macon	679	$230.9 million	$376.3 million	adviserinfo.sec.gov
The Strategic Financial Alliance	Atlanta	1,330	$221.7 million	$382 million	adviserinfo.sec.gov
Rollins Financial Advisors, LLC	Atlanta	580	$218.9 million	$1.59 billion	adviserinfo.sec.gov
Nicholas Wealth Management	Marietta	1,013	$210.3 million	$739.8 million	adviserinfo.sec.gov
American Financial Advisors, LLC.	Marietta	517	$201.9 million	$950.2 million	adviserinfo.sec.gov
Kiker Wealth Management, LLC	Jasper	814	$199.1 million	$395.1 million	adviserinfo.sec.gov
Cannon Financial Strategists, Inc.	Athens	597	$193.5 million	$1.67 billion	adviserinfo.sec.gov
Trufp	Cumming	700	$187.9 million	$421.7 million	adviserinfo.sec.gov
Cape Investment Advisory, Inc.	McDonough	895	$180.2 million	$473.7 million	adviserinfo.sec.gov
Chancellor Wealth Management, Inc.	Atlanta	119	$172.9 million	$174 million	adviserinfo.sec.gov
Cahaba Wealth Management, Inc.	Atlanta	451	$172.5 million	$2.06 billion	adviserinfo.sec.gov
Carson Advisory Group	Athens	551	$170.3 million	$864.9 million	adviserinfo.sec.gov
Griffith & Werner, Inc.	Canton	299	$165.8 million	$218.6 million	adviserinfo.sec.gov
ZWJ Investment Counsel Inc	Atlanta	334	$153 million	$4.23 billion	adviserinfo.sec.gov
San Blas Advisory, Inc.	Atlanta	601	$149.3 million	$218.9 million	adviserinfo.sec.gov
Elwood & Goetz	Athens	336	$146.1 million	$1.07 billion	adviserinfo.sec.gov
Wiser Wealth Management, Inc	Marietta	365	$143.7 million	$513.6 million	adviserinfo.sec.gov
Goodwin Investment Advisory	Woodstock	279	$140.3 million	$397 million	adviserinfo.sec.gov
Sound View Wealth Advisors Group, LLC	Savannah	472	$134.9 million	$2.28 billion	adviserinfo.sec.gov
Register Financial Advisors, LLC	Atlanta	297	$131.2 million	$488.5 million	adviserinfo.sec.gov
Bush Wealth Management	Valdosta	415	$128.9 million	$258.4 million	adviserinfo.sec.gov
MPWM Advisory Solutions LLC	Alpharetta	497	$128.7 million	$326.9 million	adviserinfo.sec.gov
Elevate Wealth Advisory, Inc.	Athens	506	$123.2 million	$385.5 million	adviserinfo.sec.gov
Jamison Private Wealth Management, Inc.	Milton	285	$122.7 million	$1.05 billion	adviserinfo.sec.gov
J. L. Perkins Wealth Management, LLC	Macon	331	$121.8 million	$142.2 million	adviserinfo.sec.gov
Builder Investment Group	Atlanta	94	$121.4 million	$952.5 million	adviserinfo.sec.gov
Park Square Financial Group LLC	Roswell	359	$120.2 million	$218.6 million	adviserinfo.sec.gov
Smith, Brown & Groover Inc. D/B/A SBG Wealth Management	Macon	398	$110.6 million	$284.2 million	adviserinfo.sec.gov
Sherrill & Hutchins Financial Advisory Inc	Atlanta	203	$109 million	$623.7 million	adviserinfo.sec.gov
Ferguson Shapiro LLC	Decatur	193	$108.3 million	$415.2 million	adviserinfo.sec.gov
Marietta Wealth Management, LLC	Marietta	216	$105.6 million	$1.39 billion	adviserinfo.sec.gov
Adapt Wealth Advisors, LLC	Atlanta	307	$105.3 million	$469.2 million	adviserinfo.sec.gov
Resurgent Advisors	Atlanta	297	$102.5 million	$354.7 million	adviserinfo.sec.gov
Irc Wealth	Atlanta	217	$102.4 million	$666.7 million	adviserinfo.sec.gov
Kingsmark Private Financial Advisors, LLC	Albany	246	$102.3 million	$406.5 million	adviserinfo.sec.gov
Proactive Wealth Strategies, LLC	Marietta	324	$101.3 million	$315.8 million	adviserinfo.sec.gov
The Fiduciary Group	Savannah	271	$98 million	$1.97 billion	adviserinfo.sec.gov
Epg Wealth Management LLC	Atlanta	586	$96.5 million	$579.1 million	adviserinfo.sec.gov
Forthright Wealth Management, LLC	Alpharetta	301	$94.7 million	$773.4 million	adviserinfo.sec.gov
Dai Wealth, LLC	Atlanta	823	$94.2 million	$330 million	adviserinfo.sec.gov
Asset Management Group	Cartersville	314	$91.6 million	$200.1 million	adviserinfo.sec.gov
Cornerstone Investment Partners, LLC	Atlanta	166	$90.1 million	$2.65 billion	adviserinfo.sec.gov
Buckhead Capital Management, LLC	Atlanta	68	$87.2 million	$5.76 billion	adviserinfo.sec.gov
Pgi Wealth Management	Alpharetta	304	$80 million	$930.6 million	adviserinfo.sec.gov
Sanders & Scott, CHFC	Watkinsville	362	$79.5 million	$148.8 million	adviserinfo.sec.gov
Greatmark Investment Partners, Inc.	Columbus	223	$79.4 million	$1.02 billion	adviserinfo.sec.gov
American Wealth Management, Inc.	Alpharetta	383	$78 million	$310 million	adviserinfo.sec.gov
Loftin Wealth Partners	Johns Creek	282	$77.5 million	$344.5 million	adviserinfo.sec.gov
Wynn Capital	Augusta	222	$77.2 million	$320.2 million	adviserinfo.sec.gov
Estate Management Counselors,Llc	Atlanta	275	$76.8 million	$294.3 million	adviserinfo.sec.gov
Wickham Financial & Insurance Services	Marietta	255	$75.8 million	$193 million	adviserinfo.sec.gov
Peachcap Tax & Advisory, LLC	Atlanta	178	$71.9 million	$147.5 million	adviserinfo.sec.gov
LCP Institutional, LLC	Atlanta	69	$71.8 million	$3.18 billion	adviserinfo.sec.gov
Benedict Financial Advisors, Inc.	Atlanta	153	$71 million	$529.4 million	adviserinfo.sec.gov
First City Capital Management Inc	Savannah	167	$70.7 million	$423.7 million	adviserinfo.sec.gov
Firethorn Wealth Partners, LLC	Augusta	382	$69.9 million	$671.9 million	adviserinfo.sec.gov
Arch Partners Wealth Management, Inc.	Watkinsville	159	$67.6 million	$109.2 million	adviserinfo.sec.gov
Financial Consultants Group Inc	Cumming	171	$66.6 million	$188.2 million	adviserinfo.sec.gov
Capital and Planning, LLC	Jonesboro	391	$66.4 million	$193.9 million	adviserinfo.sec.gov
Trademark Capital Management Inc.	Watkinsville	304	$63.7 million	$150.8 million	adviserinfo.sec.gov
Ables, Iannone, Moore & Associates, Inc.	Savannah	312	$62.7 million	$258.7 million	adviserinfo.sec.gov
Peachtree Wealth Advisors, Inc	Atlanta	279	$62.6 million	$436.8 million	adviserinfo.sec.gov
Bluechip Wealth Advisors LLC	Milton	206	$62.6 million	$666.4 million	adviserinfo.sec.gov
Tuttle Wealth Partners LLC	Brookhaven	374	$61.3 million	$104.2 million	adviserinfo.sec.gov
Power Wealth Management	Alpharetta	122	$61 million	$429.9 million	adviserinfo.sec.gov
Incompass Financial Partners, LLC	Alpharetta	246	$60.4 million	$192 million	adviserinfo.sec.gov
Narwhal Capital Management	Marietta	223	$59.5 million	$2.08 billion	adviserinfo.sec.gov
Daner Wealth Management, LLC	Alpharetta	128	$58.9 million	$201.7 million	adviserinfo.sec.gov
Novapoint Capital LLC	Atlanta	147	$58.8 million	$536.2 million	adviserinfo.sec.gov
Magellan Planning Group	Atlanta	186	$58.5 million	$210 million	adviserinfo.sec.gov
Wright Wealth LLC	Atlanta	192	$57.6 million	$188.5 million	adviserinfo.sec.gov
Veracity Capital LLC	Atlanta	140	$57.1 million	$799.8 million	adviserinfo.sec.gov
Legacy Planning Advisors, LLC	Suwanee	190	$55 million	$234 million	adviserinfo.sec.gov
Lanier Financial Group LLC	Athens	166	$54.9 million	$236.2 million	adviserinfo.sec.gov
Elm3 Financial Group, LLC	Alpharetta	216	$52.7 million	$189 million	adviserinfo.sec.gov
Sard Wealth Managment Group, LLC	Atlanta	164	$52.5 million	$464 million	adviserinfo.sec.gov
T.R.U.E. Coastal Capital, LLC	Savannah	106	$51.7 million	$124.1 million	adviserinfo.sec.gov
Georgia Wealth Partners, LLC	Griffin	441	$50.8 million	$157.5 million	adviserinfo.sec.gov
Wealth Intelligence, LLC	Columbus	195	$50.3 million	$247.5 million	adviserinfo.sec.gov
Southbridge Advisors, LLC	Marieta	119	$50.3 million	$353.1 million	adviserinfo.sec.gov
Asset Advisors	Augusta	211	$49.6 million	$1.40 billion	adviserinfo.sec.gov
Nicholas Hoffman & Company, LLC	Atlanta	114	$49 million	$8.26 billion	adviserinfo.sec.gov
Exit Wealth Advisors	Alpharetta	108	$48.2 million	$243.2 million	adviserinfo.sec.gov
Townsend Wealth Management	Columbus	119	$47.4 million	$194 million	adviserinfo.sec.gov
Newcorp Wealth Management	Alpharetta	147	$47.4 million	$177.1 million	adviserinfo.sec.gov
Montag	Atlanta	100	$46.1 million	$2.97 billion	adviserinfo.sec.gov
Ridge Capital Management, LLC	John Creek	267	$45.4 million	$186 million	adviserinfo.sec.gov
Integras Partners, LLC	Alpharetta	107	$45.2 million	$244.8 million	adviserinfo.sec.gov
Smith & Howard Wealth Management, LLC	Atlanta	78	$45.1 million	$726.9 million	adviserinfo.sec.gov
Sentara Capital	Marietta	130	$44.4 million	$119.6 million	adviserinfo.sec.gov
Weaver Capital Management, LLC	Suwanee	115	$43.8 million	$537.8 million	adviserinfo.sec.gov
MMHP Investment Advisors	Thomasville	162	$43.7 million	$435.3 million	adviserinfo.sec.gov
Meadow Creek Wealth Advisors, LLC	Atlanta	73	$43.6 million	$728 million	adviserinfo.sec.gov
Holcombe Financial, Inc.	Atlanta	83	$43.6 million	$451.6 million	adviserinfo.sec.gov
Chatham Capital Group Inc	Savannah	78	$43.6 million	$878.1 million	adviserinfo.sec.gov
CFS Wealth Management	Macon	396	$43.4 million	$189.1 million	adviserinfo.sec.gov
The Jenkins Group	Albany	160	$43.3 million	$270.1 million	adviserinfo.sec.gov
Eads & Heald Wealth Management	Atlanta	122	$42.9 million	$240.5 million	adviserinfo.sec.gov
Regimen Wealth, LLC	Atlanta	86	$42.4 million	$365.2 million	adviserinfo.sec.gov
Capital Endurance Group, Inc	Alpharetta	41	$42.3 million	$108.8 million	adviserinfo.sec.gov
Cornerstone Management, Inc.	Duluth	143	$42.2 million	$2.29 billion	adviserinfo.sec.gov
Large and Gilbert Wealth Advisory	Atlanta	210	$41.5 million	$247.4 million	adviserinfo.sec.gov
Waypoint Wealth Counsel LLC	Atlanta	59	$41.1 million	$433.3 million	adviserinfo.sec.gov
Rowland Miller + Partners LLC	Atlanta	82	$40.2 million	$635.9 million	adviserinfo.sec.gov
Paul Manners & Associates, Inc.	Marietta	131	$40.1 million	$391.7 million	adviserinfo.sec.gov
Financial Innovations, LLC	Atlanta	100	$38.4 million	$535.2 million	adviserinfo.sec.gov
Minerva Planning Group	Decatur	52	$37.5 million	$236.9 million	adviserinfo.sec.gov
Networth Financial Services, LLC	Johns Creek	65	$37.2 million	$128.1 million	adviserinfo.sec.gov
Ira Group, Inc.	Atlanta	89	$37 million	$15.42 billion	adviserinfo.sec.gov
Wealth With No Regrets®	Alpharetta	129	$36.6 million	$214.4 million	adviserinfo.sec.gov
Financial Potential Wealth Management	Gainesville	199	$36.6 million	$130 million	adviserinfo.sec.gov
Southeast Asset Advisors, LLC	Thomasville	96	$36.3 million	$4.20 billion	adviserinfo.sec.gov
Banyan Capital Management, Inc.	Atlanta	78	$36.3 million	$281.7 million	adviserinfo.sec.gov
HC Advisors LLC	Sandy Springs	104	$35.8 million	$500.2 million	adviserinfo.sec.gov
Marco Investment Management LLC	Atlanta	81	$34.3 million	$1.77 billion	adviserinfo.sec.gov
Baer Wealth Management	Marietta	114	$34.3 million	$334.7 million	adviserinfo.sec.gov
The Advisory Firm	Alpharetta	77	$34.3 million	$126.4 million	adviserinfo.sec.gov
Wealth Science Advisors LLC	Alpharetta	135	$34.2 million	$558.7 million	adviserinfo.sec.gov
George M. Hiller Companies, LLC	Atlanta	258	$34.1 million	$183 million	adviserinfo.sec.gov
Baugh & Associates, LLC	Atlanta	105	$34 million	$294.2 million	adviserinfo.sec.gov
Pierson Wealth Management	Atlanta	178	$33.9 million	$192 million	adviserinfo.sec.gov
Global Investment Advisory	McDonough	161	$33.6 million	$71.8 million	adviserinfo.sec.gov
Wellspring Wealth Management LLC	Alpharetta	110	$33.4 million	$584.8 million	adviserinfo.sec.gov
McCormack Financial Planning Inc.	Atlanta	96	$32.7 million	$115.7 million	adviserinfo.sec.gov
The Monitor Group, Inc.	Martinez	113	$32.3 million	$167.2 million	adviserinfo.sec.gov
Capital Management Advisors Inc	Marietta	115	$32.2 million	$52 million	adviserinfo.sec.gov
Alpha Financial Management, Inc.	Savannah	80	$31.1 million	$109.4 million	adviserinfo.sec.gov
Fsam LLC	Alpharetta	94	$30.9 million	$138.4 million	adviserinfo.sec.gov
Investors Asset Management of Georgia Inc	Atlanta	221	$30.8 million	$502 million	adviserinfo.sec.gov
Tandemgrowth Financial Advisors, LLC	Alpharetta	67	$30.7 million	$297 million	adviserinfo.sec.gov
Regent Peak Wealth Advisors, LLC	Atlanta	65	$30.3 million	$785.9 million	adviserinfo.sec.gov
Persium Advisors, LLC	Atlanta	81	$29.6 million	$583.6 million	adviserinfo.sec.gov
St. John & Associates, Inc.	Roswell	99	$29.4 million	$128.4 million	adviserinfo.sec.gov
CMC Financial Group, LLC	Atlanta	147	$29.3 million	$119.3 million	adviserinfo.sec.gov
The Marin Group Inc.	Atlanta	112	$29.3 million	$128.1 million	adviserinfo.sec.gov
Wiregrass Asset Management	Thomasville	208	$28.9 million	$159.7 million	adviserinfo.sec.gov
Fully Financial	Athens	85	$28.9 million	$111.1 million	adviserinfo.sec.gov
Commonwealth Financial Planners Inc	Roswell	66	$28.4 million	$227.6 million	adviserinfo.sec.gov
West Paces Advisors, Inc.	Atlanta	74	$28.1 million	$1.01 billion	adviserinfo.sec.gov
Cornerstone Financial	Atlanta	141	$28 million	$118 million	adviserinfo.sec.gov
Collective Wealth Partners, LLC	Atlanta	178	$26.8 million	$59.9 million	adviserinfo.sec.gov
Monterey Wealth	Atlanta	87	$25.7 million	$300.1 million	adviserinfo.sec.gov
Ap Wealth Management	Augusta	132	$25.5 million	$339.6 million	adviserinfo.sec.gov
Private Family Wealth Advisors	Atlanta	64	$24.1 million	$393.2 million	adviserinfo.sec.gov
Journey Beyond Wealth	Roswell	58	$23.9 million	$250.3 million	adviserinfo.sec.gov
Hamilton Capital Partners, LLC	Atlanta	99	$23.9 million	$444 million	adviserinfo.sec.gov
Berkeley Advisors, Inc.	Atlanta	43	$23.8 million	$125.3 million	adviserinfo.sec.gov
Highbrook Capital Partners	Atlanta	62	$22.2 million	$509.1 million	adviserinfo.sec.gov
Carter, Terry & Company, Inc.	Atlanta	102	$20.4 million	$104 million	adviserinfo.sec.gov
Starr-Mathews Financial, LLC	Calhoun	54	$20.3 million	$158.6 million	adviserinfo.sec.gov
Parrish Capital, LLC	Kennesaw	169	$20.3 million	$150 million	adviserinfo.sec.gov
Anson Analytics	Tyrone	45	$19.7 million	$242.2 million	adviserinfo.sec.gov
Paces Ferry Wealth Advisors, LLC	Atlanta	91	$19 million	$491.2 million	adviserinfo.sec.gov
Wealth Engagement	Atlanta	31	$18.8 million	$105 million	adviserinfo.sec.gov
Inlight Wealth	Atlanta	81	$18.5 million	$843.3 million	adviserinfo.sec.gov
Financial Architects, LLC	Woodstock	39	$17.6 million	$199.2 million	adviserinfo.sec.gov
Dyche, Riley, & Selman Wealth Management	Fayetteville	100	$17.2 million	$162.3 million	adviserinfo.sec.gov
Willis Investment Counsel Inc	Gainesville	49	$17.2 million	$4.23 billion	adviserinfo.sec.gov
Evans Wealth Management	Duluth	36	$16.9 million	$111.1 million	adviserinfo.sec.gov
MRP Capital Investments, LLC	Alpharetta	70	$15.8 million	$227.6 million	adviserinfo.sec.gov
Financial Discovery	Atlanta	35	$15.7 million	$118.3 million	adviserinfo.sec.gov
Galleria Financial Advisors, LLC	Atlanta	71	$15.5 million	$239.2 million	adviserinfo.sec.gov
Clear Investment Research, LLC	Alpharetta	68	$15.4 million	$4.19 billion	adviserinfo.sec.gov
Arcus Capital Partners, LLC	Atlanta	46	$15 million	$2.51 billion	adviserinfo.sec.gov
C.W. O'Conner Wealth Advisors, Inc.	Duluth	66	$15 million	$264.6 million	adviserinfo.sec.gov
American Wealth Advisors, LLC	Johns Creek	65	$14.8 million	$120.2 million	adviserinfo.sec.gov
Strickland Davis Advisors LLC	Marietta	49	$14.1 million	$121.3 million	adviserinfo.sec.gov
Bull Street Advisors	Savannah	40	$13.1 million	$271.9 million	adviserinfo.sec.gov
Conscious Wealth Investments, LLC	Atlanta	46	$13 million	$272.8 million	adviserinfo.sec.gov
Atlas Investment Advisors	Alpharetta	15	$12.6 million	$184.1 million	adviserinfo.sec.gov
The Keystone Financial Alliance, LLC	Atlanta	44	$12.5 million	$164.7 million	adviserinfo.sec.gov
Unified Investment Management	Atlanta	45	$11.5 million	$150.6 million	adviserinfo.sec.gov
The Renn Wealth Management Group, Inc.	Atlanta	26	$11.2 million	$151.9 million	adviserinfo.sec.gov
Alder Financial Group Inc	Atlanta	19	$10.9 million	$224.1 million	adviserinfo.sec.gov
Family WMS, LLC	Athens	22	$10.3 million	$571.6 million	adviserinfo.sec.gov
Access Investment Management, LLC	Atlanta	16	$8.4 million	$456.4 million	adviserinfo.sec.gov
Eagle Rock Investment Company, LLC	Atlanta	14	$8.1 million	$786.7 million	adviserinfo.sec.gov
1776 Wealth LLC	Sandy Springs	27	$7.7 million	$390.8 million	adviserinfo.sec.gov
Legacy Partners Financial Group, LLC	Woodstock	60	$7 million	$107.6 million	adviserinfo.sec.gov
Reicon Wealth Advisors, LLC	Atlanta	25	$6.5 million	$220.1 million	adviserinfo.sec.gov
Sage Mountain Advisors, LLC	Atlanta	25	$5 million	$4.29 billion	adviserinfo.sec.gov
Balentine	Atlanta	13	$3.2 million	$5.54 billion	adviserinfo.sec.gov
Shapiro Capital Management LLC	Atlanta	9	$2.9 million	$1.97 billion	adviserinfo.sec.gov
34 Financial, LLC	Atlanta	Fewer than 5	$1.8 million	$101 million	adviserinfo.sec.gov
Horse Cove Partners LLC	Atlanta	9	$1.6 million	$106.6 million	adviserinfo.sec.gov
Vip Wealth Advisors	Decatur	3	$1.5 million	$126.1 million	adviserinfo.sec.gov
Wolverine Investment Advisors, LLC	Atlanta	9	$1.4 million	$1.4 million	adviserinfo.sec.gov
True Square Financial LLC	Atlanta	6	$1.2 million	$178.8 million	adviserinfo.sec.gov
Maven Capital Partners, LLC	Atlanta	4	$1.1 million	$152.9 million	adviserinfo.sec.gov
Martinwright Advisory, LLC	Atlanta	8	$1.1 million	$160.7 million	adviserinfo.sec.gov
Xception Family Office	Atlanta	2	$1 million	$189.3 million	adviserinfo.sec.gov
Decatur Capital Management, Inc.	Decatur	9	$1 million	$253.7 million	adviserinfo.sec.gov
Checks & Balances, Inc.	Atlanta	2	$420,182	$251.1 million	adviserinfo.sec.gov
Covey Capital Advisors, LLC	Atlanta	Fewer than 5	$319,454	$156.5 million	adviserinfo.sec.gov
Greenwood Investment Advisors, LLC	Atlanta	3,818	$229,197	$229,197	adviserinfo.sec.gov

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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.