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Data / Investment advisers / Serving investment companies / Georgia

Investment advisers in Georgia serving investment companies: 25 firms

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

25 SEC registered investment advisers with a main office in Georgia report investment companies among their clients in Form ADV item 5.D, and together they attribute $512 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.

The request: Every investment adviser in Georgia that serves investment companies, 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.

  • 25Advisers
  • $512 billionAUM from this client type
  • 24Advisers over $100 million
  • November 2, 2026File date

Advisers in Georgia serving investment companies

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Invesco Advisers, Inc.Atlanta200$459.29 billion$749.52 billionadviserinfo.sec.gov
Atlanta CapitalAtlanta5$17.63 billion$28.64 billionadviserinfo.sec.gov
Vident Asset ManagementAlpharetta87$12.49 billion$22.02 billionadviserinfo.sec.gov
Angel Oak Capital Advisors, LLCAtlanta11$6.90 billion$11.49 billionadviserinfo.sec.gov
Earnest Partners, LLCAtlanta14$4.22 billion$42.61 billionadviserinfo.sec.gov
Holbrook Holdings, Inc.Atlanta3$3.78 billion$3.78 billionadviserinfo.sec.gov
Silvant Capital Management LLCAtlanta4$2.50 billion$3.04 billionadviserinfo.sec.gov
Liquid Strategies, LLCAtlanta11$1.07 billion$1.45 billionadviserinfo.sec.gov
Howard Capital Management, LLCAlpharetta7$1.04 billion$8.01 billionadviserinfo.sec.gov
Crawford Investment Counsel IncAtlanta3$557.9 million$9.14 billionadviserinfo.sec.gov
Nicholas Wealth ManagementMarietta3$441.6 million$739.8 millionadviserinfo.sec.gov
Adaptive InvestmentsAlpharetta4$418.3 million$421.4 millionadviserinfo.sec.gov
Equity Investment CorpAtlanta1$353 million$3.51 billionadviserinfo.sec.gov
HB WealthAtlanta1$260.7 million$30.16 billionadviserinfo.sec.gov
Rule One Partners, LLCMoreland1$229.1 million$236.2 millionadviserinfo.sec.gov
Sardis Group, LLCAtlanta3$159.2 million$531.2 millionadviserinfo.sec.gov
Infinity Capital Advisors, LLCAtlanta1$152.2 million$1.53 billionadviserinfo.sec.gov
Skypoint Capital Advisors, LLCAtlanta1$109 million$109 millionadviserinfo.sec.gov
Sovereign's Capital Management, LLCAtlanta1$101.2 million$1.28 billionadviserinfo.sec.gov
Shapiro Capital Management LLCAtlanta1$92 million$1.97 billionadviserinfo.sec.gov
Core Alternative Capital, LLCPeachtree Corners2$67 million$354 millionadviserinfo.sec.gov
Concourse Capital Advisors, LLCAtlanta1$36.1 million$36.1 millionadviserinfo.sec.gov
Asset Preservation Advisors, LLCAtlanta1$17.7 million$11.05 billionadviserinfo.sec.gov
Henssler FinancialKennesaw1$16 million$3.81 billionadviserinfo.sec.gov
San Blas Advisory, Inc.Atlanta1$32,000$218.9 millionadviserinfo.sec.gov

Also on SpecStream

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.