Skip to the page
Get started free

Data / Investment advisers / Serving pension and profit sharing plans / Georgia

Investment advisers in Georgia serving pension and profit sharing plans: 135 firms

135 SEC registered investment advisers with a main office in Georgia report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $88 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.

Get pension and profit sharing plans advisers in GeorgiaWatch new advisers in Georgia
  • 135Advisers
  • $88 billionAUM from this client type
  • 133Advisers over $100 million
  • November 2, 2026File date

Advisers in Georgia serving pension and profit sharing plans

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.Atlanta86$41.88 billion$749.52 billionadviserinfo.sec.gov
Ira Group, Inc.Atlanta85$13.84 billion$15.42 billionadviserinfo.sec.gov
Merit Financial AdvisorsAlpharetta434$4.41 billion$23.88 billionadviserinfo.sec.gov
Clear Investment Research, LLCAlpharetta17$4.05 billion$4.19 billionadviserinfo.sec.gov
Atlanta Consulting Group Advisors, LLCAtlanta20$3.96 billion$14.70 billionadviserinfo.sec.gov
Earnest Partners, LLCAtlanta44$3.87 billion$42.61 billionadviserinfo.sec.gov
Atlanta CapitalAtlanta32$2.14 billion$28.64 billionadviserinfo.sec.gov
Fiduciaryvest, LLCAtlanta5$1.73 billion$4.93 billionadviserinfo.sec.gov
Forest Investment AssociatesAtlanta5$1.54 billion$5.24 billionadviserinfo.sec.gov
Albritton Capital Management CoAlpharettaFewer than 5$1.52 billion$1.52 billionadviserinfo.sec.gov
Willis Investment Counsel IncGainesville19$1.46 billion$4.23 billionadviserinfo.sec.gov
Angel Oak Capital Advisors, LLCAtlantaFewer than 5$1.05 billion$11.49 billionadviserinfo.sec.gov
Retirement Fund ManagementAtlanta10$769.7 million$769.7 millionadviserinfo.sec.gov
Investment Performance Services LLCSavannahFewer than 5$624 million$763.7 millionadviserinfo.sec.gov
Henssler FinancialKennesaw107$517.4 million$3.81 billionadviserinfo.sec.gov
The Fiduciary GroupSavannah41$373.5 million$1.97 billionadviserinfo.sec.gov
Marietta Wealth Management, LLCMarietta7$285.7 million$1.39 billionadviserinfo.sec.gov
Cannon Financial Strategists, Inc.Athens24$281.5 million$1.67 billionadviserinfo.sec.gov
Cornerstone Investment Partners, LLCAtlanta7$268.5 million$2.65 billionadviserinfo.sec.gov
Timberland Investment Resources, LLCAtlanta2$214.2 million$1.98 billionadviserinfo.sec.gov
Bluechip Wealth Advisors LLCMilton26$194.2 million$666.4 millionadviserinfo.sec.gov
Investors Asset Management of Georgia IncAtlanta92$187.1 million$502 millionadviserinfo.sec.gov
Persium Advisors, LLCAtlanta13$180.1 million$583.6 millionadviserinfo.sec.gov
Monterey WealthAtlanta36$170.3 million$300.1 millionadviserinfo.sec.gov
Firethorn Wealth Partners, LLCAugusta26$167.3 million$671.9 millionadviserinfo.sec.gov
Aprio Wealth Management, LLCAtlanta78$163.5 million$4.15 billionadviserinfo.sec.gov
Hamilton Capital Partners, LLCAtlanta31$135 million$444 millionadviserinfo.sec.gov
Shapiro Capital Management LLCAtlanta5$131.6 million$1.97 billionadviserinfo.sec.gov
Southbridge Advisors, LLCMarieta19$113.4 million$353.1 millionadviserinfo.sec.gov
Cahaba Wealth Management, Inc.Atlanta2$106.1 million$2.06 billionadviserinfo.sec.gov
Synovus Securities, Inc.Columbus131$99 million$8.45 billionadviserinfo.sec.gov
Equity Investment CorpAtlanta5$82.2 million$3.51 billionadviserinfo.sec.gov
Jamison Private Wealth Management, Inc.Milton26$81.8 million$1.05 billionadviserinfo.sec.gov
Globalt InvestmentsAtlanta15$81.6 million$3.02 billionadviserinfo.sec.gov
HB WealthAtlanta42$72.3 million$30.16 billionadviserinfo.sec.gov
Ifg Advisory, LLCAtlanta78$62.1 million$4.76 billionadviserinfo.sec.gov
Bison Wealth, LLCAtlanta72$54.7 million$2.74 billionadviserinfo.sec.gov
JT Stratford, LLCGainesville18$50.9 million$1.01 billionadviserinfo.sec.gov
Rollins Financial Advisors, LLCAtlanta22$48.8 million$1.59 billionadviserinfo.sec.gov
Baer Wealth ManagementMarietta32$47.3 million$334.7 millionadviserinfo.sec.gov
Advisory Services NetworkAtlanta49$44.1 million$10.60 billionadviserinfo.sec.gov
BalentineAtlanta2$42.7 million$5.54 billionadviserinfo.sec.gov
Truist Advisory Services, Inc.Atlanta147$39.6 million$77.39 billionadviserinfo.sec.gov
ZWJ Investment Counsel IncAtlanta9$38.1 million$4.23 billionadviserinfo.sec.gov
Arkadios Wealth AdvisorsAtlanta29$35 million$8.79 billionadviserinfo.sec.gov
Newcorp Wealth ManagementAlpharetta15$34.7 million$177.1 millionadviserinfo.sec.gov
Southeast Asset Advisors, LLCThomasville7$32.2 million$4.20 billionadviserinfo.sec.gov
Sard Wealth Managment Group, LLCAtlanta6$29.9 million$464 millionadviserinfo.sec.gov
Strategic Blueprint, LLCAtlanta106$28.2 million$2.54 billionadviserinfo.sec.gov
Starr-Mathews Financial, LLCCalhoun6$28 million$158.6 millionadviserinfo.sec.gov
Horse Cove Partners LLCAtlanta2$27.9 million$106.6 millionadviserinfo.sec.gov
Holcombe Financial, Inc.Atlanta5$27.3 million$451.6 millionadviserinfo.sec.gov
Anson AnalyticsTyrone3$26.9 million$242.2 millionadviserinfo.sec.gov
Wiregrass Asset ManagementThomasville11$23.5 million$159.7 millionadviserinfo.sec.gov
Asset AdvisorsAugusta6$22.8 million$1.40 billionadviserinfo.sec.gov
Financial Innovations, LLCAtlanta13$22 million$535.2 millionadviserinfo.sec.gov
Osaic Advisory Services, LLCAtlanta70$21.6 million$15.48 billionadviserinfo.sec.gov
Gibbs Wealth Management, LLCAlpharettaFewer than 5$19 million$1.06 billionadviserinfo.sec.gov
Capital Investment Advisors, LLCAtlantaFewer than 5$17.6 million$8.21 billionadviserinfo.sec.gov
Greatmark Investment Partners, Inc.Columbus4$17.5 million$1.02 billionadviserinfo.sec.gov
CPC Advisors, LLCAtlanta20$17.1 million$1.68 billionadviserinfo.sec.gov
Epg Wealth Management LLCAtlanta24$16.9 million$579.1 millionadviserinfo.sec.gov
Kiker Wealth Management, LLCJasper7$15.8 million$395.1 millionadviserinfo.sec.gov
Banyan Capital Management, Inc.Atlanta2$15.7 million$281.7 millionadviserinfo.sec.gov
Builder Investment GroupAtlanta4$15.6 million$952.5 millionadviserinfo.sec.gov
Lanier Financial Group LLCAthensFewer than 5$14.4 million$236.2 millionadviserinfo.sec.gov
MPWM Advisory Solutions LLCAlpharetta10$14.2 million$326.9 millionadviserinfo.sec.gov
Kingsmark Private Financial Advisors, LLCAlbany14$13.1 million$406.5 millionadviserinfo.sec.gov
Peachcap Tax & Advisory, LLCAtlanta11$12.5 million$147.5 millionadviserinfo.sec.gov
Wiser Wealth Management, IncMarietta7$11.9 million$513.6 millionadviserinfo.sec.gov
The Lloyd Advisory GroupSuwanee60$11 million$437.6 millionadviserinfo.sec.gov
Tuttle Wealth Partners LLCBrookhaven14$11 million$104.2 millionadviserinfo.sec.gov
Dyche, Riley, & Selman Wealth ManagementFayetteville7$10.8 million$162.3 millionadviserinfo.sec.gov
Irc WealthAtlanta7$10.7 million$666.7 millionadviserinfo.sec.gov
Dai Wealth, LLCAtlanta26$10.7 million$330 millionadviserinfo.sec.gov
Berkeley Capital Partners, LLCMilton38$10.5 million$1.10 billionadviserinfo.sec.gov
SB Advisory, LLCAtlanta35$10.4 million$1.10 billionadviserinfo.sec.gov
Wealth EngagementAtlanta2$10 million$105 millionadviserinfo.sec.gov
Bull Street AdvisorsSavannah4$10 million$271.9 millionadviserinfo.sec.gov
Griffith & Werner, Inc.Canton4$9.8 million$218.6 millionadviserinfo.sec.gov
Pierson Wealth ManagementAtlantaFewer than 5$9.7 million$192 millionadviserinfo.sec.gov
Bush Wealth ManagementValdosta2$9.6 million$258.4 millionadviserinfo.sec.gov
Elevate Wealth Advisory, Inc.Athens9$9.3 million$385.5 millionadviserinfo.sec.gov
Rowland Miller + Partners LLCAtlantaFewer than 5$8.9 million$635.9 millionadviserinfo.sec.gov
Large and Gilbert Wealth AdvisoryAtlanta6$8.6 million$247.4 millionadviserinfo.sec.gov
Eads & Heald Wealth ManagementAtlantaFewer than 5$8 million$240.5 millionadviserinfo.sec.gov
Register Financial Advisors, LLCAtlantaFewer than 5$7.8 million$488.5 millionadviserinfo.sec.gov
Park Square Financial Group LLCRoswell26$7.5 million$218.6 millionadviserinfo.sec.gov
Benedict Financial Advisors, Inc.Atlanta1$7.3 million$529.4 millionadviserinfo.sec.gov
Signaturefd, LLCAtlanta7$7.2 million$9.68 billionadviserinfo.sec.gov
Richard Young AdvisorsAugustaFewer than 5$6.9 million$1.20 billionadviserinfo.sec.gov
1776 Wealth LLCSandy Springs1$6.7 million$390.8 millionadviserinfo.sec.gov
Impact Partnership Wealth, LLCMarietta7$6.6 million$2.96 billionadviserinfo.sec.gov
Paces Ferry Wealth Advisors, LLCAtlanta1$6.4 million$491.2 millionadviserinfo.sec.gov
Sherrill & Hutchins Financial Advisory IncAtlantaFewer than 5$5.9 million$623.7 millionadviserinfo.sec.gov
Goodwin Investment AdvisoryWoodstock5$5.7 million$397 millionadviserinfo.sec.gov
Cape Investment Advisory, Inc.McDonoughFewer than 5$5 million$473.7 millionadviserinfo.sec.gov
Wellspring Wealth Management LLCAlpharettaFewer than 5$4.5 million$584.8 millionadviserinfo.sec.gov
Howard Capital Management, LLCAlpharetta6$4.5 million$8.01 billionadviserinfo.sec.gov
Weaver Capital Management, LLCSuwaneeFewer than 5$4.3 million$537.8 millionadviserinfo.sec.gov
MMHP Investment AdvisorsThomasvilleFewer than 5$4.1 million$435.3 millionadviserinfo.sec.gov
Crawford Investment Counsel IncAtlanta1$4.1 million$9.14 billionadviserinfo.sec.gov
Commonwealth Financial Planners IncRoswellFewer than 5$3.8 million$227.6 millionadviserinfo.sec.gov
Advocacy Wealth Management, LLCAtlantaFewer than 5$3.6 million$3.24 billionadviserinfo.sec.gov
Trademark Capital Management Inc.Watkinsville7$3.5 million$150.8 millionadviserinfo.sec.gov
Financial Consultants Group IncCumming10$3.5 million$188.2 millionadviserinfo.sec.gov
Nicholas Hoffman & Company, LLCAtlantaFewer than 5$3.5 million$8.26 billionadviserinfo.sec.gov
Ap Wealth ManagementAugusta8$3.4 million$339.6 millionadviserinfo.sec.gov
Evans Wealth ManagementDuluth6$2.9 million$111.1 millionadviserinfo.sec.gov
Fully FinancialAthens8$2.9 million$111.1 millionadviserinfo.sec.gov
Capital Management Advisors IncMariettaFewer than 5$2.9 million$52 millionadviserinfo.sec.gov
Carson Advisory GroupAthens2$2.9 million$864.9 millionadviserinfo.sec.gov
Incompass Financial Partners, LLCAlpharetta8$2.6 million$192 millionadviserinfo.sec.gov
West Paces Advisors, Inc.Atlanta1$2.5 million$1.01 billionadviserinfo.sec.gov
Chatham Capital Group IncSavannahFewer than 5$2.1 million$878.1 millionadviserinfo.sec.gov
Highbrook Capital PartnersAtlanta1$1.9 million$509.1 millionadviserinfo.sec.gov
Carter, Terry & Company, Inc.Atlanta1$1.1 million$104 millionadviserinfo.sec.gov
Longview Wealth ManagementAtlantaFewer than 5$1 million$1.15 billionadviserinfo.sec.gov
Strickland Davis Advisors LLCMariettaFewer than 5$905,135$121.3 millionadviserinfo.sec.gov
Ables, Iannone, Moore & Associates, Inc.Savannah4$896,524$258.7 millionadviserinfo.sec.gov
Verisail Partners, LLCChamblee8$807,000$283.6 millionadviserinfo.sec.gov
Nicholas Wealth ManagementMarietta4$771,372$739.8 millionadviserinfo.sec.gov
Peachtree Wealth Advisors, IncAtlantaFewer than 5$734,522$436.8 millionadviserinfo.sec.gov
Amb Wealth, LLCThomasville1$722,458$1.07 billionadviserinfo.sec.gov
True Square Financial LLCAtlantaFewer than 5$680,484$178.8 millionadviserinfo.sec.gov
Timberlink LLCJohns CreekFewer than 5$594,011$594,011adviserinfo.sec.gov
Christy Capital Management, Inc.Macon1$410,871$376.3 millionadviserinfo.sec.gov
Wynn CapitalAugusta2$364,900$320.2 millionadviserinfo.sec.gov
Proactive Wealth Strategies, LLCMarietta1$174,252$315.8 millionadviserinfo.sec.gov
Novapoint Capital LLCAtlanta1$169,183$536.2 millionadviserinfo.sec.gov
Capital and Planning, LLCJonesboroFewer than 5$54,520$193.9 millionadviserinfo.sec.gov
Arcus Capital Partners, LLCAtlantaFewer than 5$23,882$2.51 billionadviserinfo.sec.gov
Sanders & Scott, CHFCWatkinsville5$16,841$148.8 millionadviserinfo.sec.gov
LCG Associates, Inc.Atlanta10Not listed$2.61 billionadviserinfo.sec.gov
Bip Wealth, LLCAtlanta9Not listed$5.29 billionadviserinfo.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.