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Data / Investment advisers / Georgia

Investment advisers in Georgia: 366 firms, $1.5 trillion in AUM

366 investment advisers have their main office in Georgia: 331 SEC registered and 35 exempt reporting. The registered advisers report $1.5 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Invesco Advisers, Inc. with $750 billion.

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.

  • 366Advisers
  • 331SEC registered
  • 35Exempt reporting
  • $1.5 trillionTotal AUM
  • 312Advisers over $100 million
  • 114Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. The first 300 of 366 are shown. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Invesco Advisers, Inc.Atlanta$749.52 billion82,4982,80430(404) 892-0896invesco.comadviserinfo.sec.gov
Truist Advisory Services, Inc.Atlanta$77.39 billion129,3072,461Not listed(800) 874-4770truist.comadviserinfo.sec.gov
Earnest Partners, LLCAtlanta$42.61 billion7,515476(404) 815-8772adviserinfo.sec.gov
Voya Investment Management LLCAtlanta$38.77 billion9859Not listed(770) 690-4600adviserinfo.sec.gov
Roark Capital Management, LLCAtlanta$34.18 billion1414514(404) 591-5200roarkcapital.comadviserinfo.sec.gov
HB WealthAtlanta$30.16 billion26,14832524(404) 264-1400adviserinfo.sec.gov
Atlanta CapitalAtlanta$28.64 billion9,27735Not listed(404) 876-9411adviserinfo.sec.gov
Merit Financial AdvisorsAlpharetta$23.88 billion20,710470Not listed(678) 867-7050adviserinfo.sec.gov
Vident Asset ManagementAlpharetta$22.02 billion1,96238Not listed(404) 267-1501videntam.comadviserinfo.sec.gov
Primerica AdvisorsDuluth$15.54 billion89,8133,992Not listed(833) 786-0550landmark.primerica.comadviserinfo.sec.gov
Osaic Advisory Services, LLCAtlanta$15.48 billion50,4592,180Not listed(866) 580-8219bluewaterswealth.comadviserinfo.sec.gov
Ira Group, Inc.Atlanta$15.42 billion69119Not listed(404) 760-3730adviserinfo.sec.gov
Atlanta Consulting Group Advisors, LLCAtlanta$14.70 billion1,72723Not listed(888) 317-2810adviserinfo.sec.gov
Angel Oak Capital Advisors, LLCAtlanta$11.49 billion39789(404) 953-4900adviserinfo.sec.gov
Asset Preservation Advisors, LLCAtlanta$11.05 billion3,02928Not listed(404) 261-1333assetpreservationadvisors.comadviserinfo.sec.gov
Advisory Services NetworkAtlanta$10.60 billion29,663268Not listed(770) 352-0449adviserinfo.sec.gov
Openarc Corporate Advisory, LLCAtlanta$10.09 billion14,525146Not listed(844) 648-6001adviserinfo.sec.gov
Signaturefd, LLCAtlanta$9.68 billion11,1021302(404) 253-7600signaturefd.comadviserinfo.sec.gov
Crawford Investment Counsel IncAtlanta$9.14 billion4,05054Not listed(770) 859-0045crawfordinvestmentfunds.comadviserinfo.sec.gov
Arkadios Wealth AdvisorsAtlanta$8.79 billion14,886188Not listed(404) 445-0035arkadioscapital.comadviserinfo.sec.gov
Synovus Securities, Inc.Columbus$8.45 billion12,411280Not listed(706) 649-2327cfgltd.comadviserinfo.sec.gov
Nicholas Hoffman & Company, LLCAtlanta$8.26 billion2,233251(404) 815-5050nhoffmanandco.comadviserinfo.sec.gov
Capital Investment Advisors, LLCAtlanta$8.21 billion17,148107Not listed(404) 531-0018adviserinfo.sec.gov
Howard Capital Management, LLCAlpharetta$8.01 billion14,60845Not listed(770) 642-4902howardcmetfs.comadviserinfo.sec.gov
Domain Capital Advisors, LLCAtlanta$7.27 billion333333(770) 628-0700adviserinfo.sec.gov
Jamestown, L.P.Atlanta$7.06 billion2323321(770) 805-1000jamestowninvest.comadviserinfo.sec.gov
GMT Capital Corp.Atlanta$6.90 billion6193(770) 989-8250gmtcapital.comadviserinfo.sec.gov
Gid Multifamily Investment Management LLCAtlanta$5.89 billion111248(833) 259-7511adviserinfo.sec.gov
Buckhead Capital Management, LLCAtlanta$5.76 billion36513Not listed(404) 720-8800buckheadcapital.comadviserinfo.sec.gov
Cortland Investment Management, LLCAtlanta$5.67 billion8913(404) 965-3988cortland.comadviserinfo.sec.gov
BalentineAtlanta$5.54 billion3,447616(404) 537-4800balentine.comadviserinfo.sec.gov
Bip Wealth, LLCAtlanta$5.29 billion17,391882(404) 495-5230prehmusfinancial.comadviserinfo.sec.gov
Forest Investment AssociatesAtlanta$5.24 billion20555(404) 829-8842forestinvest.comadviserinfo.sec.gov
Fiduciaryvest, LLCAtlanta$4.93 billion6110Not listed(404) 446-1270fiduciaryvest.comadviserinfo.sec.gov
Ifg Advisory, LLCAtlanta$4.76 billion14,619187Not listed(770) 353-6400adviserinfo.sec.gov
Sage Mountain Advisors, LLCAtlanta$4.29 billion193313(404) 795-8361sagemountainadvisors.comadviserinfo.sec.gov
ZWJ Investment Counsel IncAtlanta$4.23 billion2,38720Not listed(404) 873-2211zwjic.comadviserinfo.sec.gov
Willis Investment Counsel IncGainesville$4.23 billion568133(770) 718-0706wicinvest.comadviserinfo.sec.gov
Southeast Asset Advisors, LLCThomasville$4.20 billion1,356147(229) 226-8839assetadvisor.comadviserinfo.sec.gov
Clear Investment Research, LLCAlpharetta$4.19 billion2775Not listed(678) 293-8667clearinvestmentresearch.comadviserinfo.sec.gov
Aprio Wealth Management, LLCAtlanta$4.15 billion5,25855Not listed(404) 892-9651wealth.aprio.comadviserinfo.sec.gov
BT Family Office, LLCAtlanta$4.00 billion107Not listed(404) 341-5800adviserinfo.sec.gov
Henssler FinancialKennesaw$3.81 billion5,39588Not listed(770) 429-9166adviserinfo.sec.gov
Holbrook Holdings, Inc.Atlanta$3.78 billion314Not listed(678) 400-3980holbrookholdings.comadviserinfo.sec.gov
Equity Investment CorpAtlanta$3.51 billion6,76127Not listed(404) 239-0111adviserinfo.sec.gov
Advocacy Wealth Management, LLCAtlanta$3.24 billion2,23436Not listed(404) 836-7146advocacywealth.comadviserinfo.sec.gov
LCP Institutional, LLCAtlanta$3.18 billion3958Not listed(470) 326-7920adviserinfo.sec.gov
Gleneagles Investment Advisors, LLCAtlanta$3.08 billion5144(678) 904-0594gleneaglesgroup.comadviserinfo.sec.gov
Silvant Capital Management LLCAtlanta$3.04 billion218Not listed(404) 845-7640adviserinfo.sec.gov
Globalt InvestmentsAtlanta$3.02 billion3,24818Not listed(404) 364-2188adviserinfo.sec.gov
MontagAtlanta$2.97 billion1,30830Not listed(404) 522-5774adviserinfo.sec.gov
Impact Partnership Wealth, LLCMarietta$2.96 billion16,058100Not listed(800) 380-5040adviserinfo.sec.gov
Falcons I, LLCAtlanta$2.75 billion15Not listed(404) 953-4900angeloakreit.comadviserinfo.sec.gov
Bison Wealth, LLCAtlanta$2.74 billion9,00378Not listed(404) 841-2224capitaldefenderadvisors.comadviserinfo.sec.gov
Stadion Money Management, LLCWatkinsville$2.69 billion49,62638Not listed(706) 583-5144stadionstoryline.comadviserinfo.sec.gov
Cornerstone Investment Partners, LLCAtlanta$2.65 billion86215Not listed(404) 751-3900adviserinfo.sec.gov
LCG Associates, Inc.Atlanta$2.61 billion5658Not listed(770) 644-0100adviserinfo.sec.gov
Strategic Blueprint, LLCAtlanta$2.54 billion8,46257Not listed(678) 954-4130strategicblueprint.netadviserinfo.sec.gov
Arcus Capital Partners, LLCAtlanta$2.51 billion1,667152(404) 949-2111arcuscp.comadviserinfo.sec.gov
Bluearc Capital ManagementAtlanta$2.44 billion511143(404) 419-6130bluearccapital.comadviserinfo.sec.gov
Cornerstone Management, Inc.Duluth$2.29 billion1,51419Not listed(770) 449-7799cornerstonemgt.netadviserinfo.sec.gov
Sound View Wealth Advisors Group, LLCSavannah$2.28 billion3,28519Not listed(912) 239-4630adviserinfo.sec.gov
Resurgens Technology Advisors, L.P.Atlanta$2.17 billion104210(678) 894-1447resurgenstech.comadviserinfo.sec.gov
Blue Grotto Capital, LLCAtlanta$2.10 billion761(404) 381-1890bluegrottocapital.comadviserinfo.sec.gov
Narwhal Capital ManagementMarietta$2.08 billion85018Not listed(770) 344-0172adviserinfo.sec.gov
Cahaba Wealth Management, Inc.Atlanta$2.06 billion88823Not listed(404) 549-7678adviserinfo.sec.gov
Aff Fund Manager, LLCAtlanta$2.01 billion1455Not listed(770) 450-8742theardentcompanies.comadviserinfo.sec.gov
Timberland Investment Resources, LLCAtlanta$1.98 billion13306(404) 848-2000tirllc.comadviserinfo.sec.gov
The Fiduciary GroupSavannah$1.97 billion1,72618Not listed(912) 303-9000tfginvest.comadviserinfo.sec.gov
Shapiro Capital Management LLCAtlanta$1.97 billion39410Not listed(404) 842-9600shapirocapital.comadviserinfo.sec.gov
Marco Investment Management LLCAtlanta$1.77 billion69410Not listed(404) 504-8600marcoinv.comadviserinfo.sec.gov
Argonne Capital Group, LLCAtlanta$1.68 billion198219(404) 364-2984adviserinfo.sec.gov
CPC Advisors, LLCAtlanta$1.68 billion2,58830Not listed(404) 879-3000adviserinfo.sec.gov
Primus Capital Partners, Inc.Atlanta$1.67 billion4194(440) 684-7300primuscapital.comadviserinfo.sec.gov
Cannon Financial Strategists, Inc.Athens$1.67 billion3,31133Not listed(706) 548-3422cannonfinancialstrategists.comadviserinfo.sec.gov
Rollins Financial Advisors, LLCAtlanta$1.59 billion1,00414Not listed(404) 892-7967focusfinancialpartners.comadviserinfo.sec.gov
Infinity Capital Advisors, LLCAtlanta$1.53 billion502010(404) 458-4448adviserinfo.sec.gov
Albritton Capital Management CoAlpharetta$1.52 billion11Not listed(770) 753-6041albrittoncapitol.comadviserinfo.sec.gov
Liquid Strategies, LLCAtlanta$1.45 billion22132(800) 970-2725overlayshares.comadviserinfo.sec.gov
Haven Global Partners, LLCAtlanta$1.45 billion2641(470) 355-2434havengp.comadviserinfo.sec.gov
Asset AdvisorsAugusta$1.40 billion1,2639Not listed(706) 650-9900adviserinfo.sec.gov
Marietta Wealth Management, LLCMarietta$1.39 billion1,54512Not listed(404) 549-6930adviserinfo.sec.gov
Chi-Rho Financial, LLCAtlanta$1.35 billion5135(678) 731-0032chirhollc.comadviserinfo.sec.gov
Bip CapitalAtlanta$1.29 billion625061(404) 410-6476adviserinfo.sec.gov
Sovereign's Capital Management, LLCAtlanta$1.28 billion273725(404) 260-2798sovereignscapital.comadviserinfo.sec.gov
Richard Young AdvisorsAugusta$1.20 billion5,02316Not listed(706) 739-0725vimeo.comadviserinfo.sec.gov
Fulcrum Equity Partners, Inc.Atlanta$1.16 billion8278(770) 551-6300fulcrumep.comadviserinfo.sec.gov
Longview Wealth ManagementAtlanta$1.15 billion3,00224Not listed(404) 843-3100adviserinfo.sec.gov
Godwin Capital Group, LLCAtlanta$1.13 billion416613(404) 795-8300godwincap.comadviserinfo.sec.gov
Berkeley Capital Partners, LLCMilton$1.10 billion2,368118(678) 690-8700berkeleycp.comadviserinfo.sec.gov
SB Advisory, LLCAtlanta$1.10 billion94235Not listed(404) 704-0406pnwadvisory.comadviserinfo.sec.gov
Amb Wealth, LLCThomasville$1.07 billion1,15723Not listed(866) 277-1500adviserinfo.sec.gov
Elwood & GoetzAthens$1.07 billion3,39429Not listed(706) 548-1025adviserinfo.sec.gov
Gibbs Wealth Management, LLCAlpharetta$1.06 billion5,357147Not listed(678) 694-8770marathongroupfinancial.comadviserinfo.sec.gov
Jamison Private Wealth Management, Inc.Milton$1.05 billion1,3585Not listed(678) 323-3454jamisonwealth.comadviserinfo.sec.gov
Bay Point Advisors, LLCAtlanta$1.03 billion8297(404) 963-6031adviserinfo.sec.gov
Greatmark Investment Partners, Inc.Columbus$1.02 billion1,1598Not listed(706) 327-2128greatmarkonline.comadviserinfo.sec.gov
JT Stratford, LLCGainesville$1.01 billion2,73418Not listed(770) 534-6046adviserinfo.sec.gov
West Paces Advisors, Inc.Atlanta$1.01 billion8317Not listed(404) 478-3030adviserinfo.sec.gov
Msouth Equity Partners, LLCAtlanta$1.00 billion2182(404) 816-3255adviserinfo.sec.gov
Boone Capital Management LLCAtlanta$963.2 million351(404) 891-9290adviserinfo.sec.gov
Builder Investment GroupAtlanta$952.5 million5826Not listed(404) 233-9341big-inc.comadviserinfo.sec.gov
American Financial Advisors, LLC.Marietta$950.2 million1,8616Not listed(770) 977-2434adviserinfo.sec.gov
Peachtree GroupAtlanta$940.8 million3793(404) 497-4111adviserinfo.sec.gov
Trails Edge Capital Partners, LPAtlanta$933.4 million371(770) 600-9010adviserinfo.sec.gov
Pgi Wealth ManagementAlpharetta$930.6 million1,2359Not listed(888) 493-9022adviserinfo.sec.gov
Avego Management, LLCAlpharetta$917.5 million9167(646) 844-0030adviserinfo.sec.gov
Chatham Capital Group IncSavannah$878.1 million66192(912) 691-2320adviserinfo.sec.gov
Carson Advisory GroupAthens$864.9 million2,2137Not listed(706) 543-6578adviserinfo.sec.gov
Inlight WealthAtlanta$843.3 million8456Not listed(404) 551-2808adviserinfo.sec.gov
Eagle Merchant PartnersAtlanta$840.6 million172217(404) 974-2480eaglemerchantpartners.comadviserinfo.sec.gov
Masters Capital Management, L.L.C.Atlanta$804.6 million4174(404) 364-2021masterscapital.comadviserinfo.sec.gov
Veracity Capital LLCAtlanta$799.8 million1,85212Not listed(844) 508-7884adviserinfo.sec.gov
Eagle Rock Investment Company, LLCAtlanta$786.7 million1744Not listed(404) 480-8578eaglerockinvest.comadviserinfo.sec.gov
Regent Peak Wealth Advisors, LLCAtlanta$785.9 million1,61110Not listed(470) 867-3550regentpeakwealth.comadviserinfo.sec.gov
Forthright Wealth Management, LLCAlpharetta$773.4 million1,92210Not listed(470) 395-4749forthrightwealthmanagement.comadviserinfo.sec.gov
4612 Group, LLCAtlanta$773.3 million997(470) 688-46064612group.comadviserinfo.sec.gov
Retirement Fund ManagementAtlanta$769.7 million104Not listed(770) 399-8803rfm401k.comadviserinfo.sec.gov
Investment Performance Services LLCSavannah$763.7 million834Not listed(912) 352-2862ips-net.comadviserinfo.sec.gov
Beacon Global Advisor Network, LLCAtlanta$745.1 million1,83361Not listed(888) 679-6474bganetwork.comadviserinfo.sec.gov
Nicholas Wealth ManagementMarietta$739.8 million2,25019Not listed(404) 890-5606adviserinfo.sec.gov
Meadow Creek Wealth Advisors, LLCAtlanta$728 million5955Not listed(470) 359-9270meadowcreekwealthadvisors.comadviserinfo.sec.gov
Smith & Howard Wealth Management, LLCAtlanta$726.9 million75010Not listed(404) 874-6244adviserinfo.sec.gov
Woodstock Wealth Management, Inc.Woodstock$726.6 million2,99526Not listed(800) 279-4468assetmanagementstrategiesllc.comadviserinfo.sec.gov
Anchyra Partners LLCAtlanta$689.2 million4555Not listed(404) 240-8799anchyrapartners.comadviserinfo.sec.gov
Firethorn Wealth Partners, LLCAugusta$671.9 million2,3239Not listed(706) 426-4243adviserinfo.sec.gov
Irc WealthAtlanta$666.7 million1,07611Not listed(404) 968-9348adviserinfo.sec.gov
Bluechip Wealth Advisors LLCMilton$666.4 million1,0418Not listed(770) 771-5812bcwealthadvisors.comadviserinfo.sec.gov
Rowland Miller + Partners LLCAtlanta$635.9 million5625Not listed(404) 816-5350adviserinfo.sec.gov
Sherrill & Hutchins Financial Advisory IncAtlanta$623.7 million1,3179Not listed(770) 395-9797sherrillandhutchins.comadviserinfo.sec.gov
Arcapita Investment Management US Inc.Atlanta$607.3 million888(404) 920-9000arcapita.comadviserinfo.sec.gov
Wellspring Wealth Management LLCAlpharetta$584.8 million6448Not listed(770) 410-4088adviserinfo.sec.gov
Persium Advisors, LLCAtlanta$583.6 million48413Not listed(678) 322-3000persiumgroup.comadviserinfo.sec.gov
Epg Wealth Management LLCAtlanta$579.1 million1,19414Not listed(404) 809-3680eastpacesgroup.comadviserinfo.sec.gov
Domain Timber Advisors, LLCAtlanta$575.9 million628Not listed(770) 628-0700domaincapitalgroup.comadviserinfo.sec.gov
Family WMS, LLCAthens$571.6 million5548Not listed(404) 961-1051familywms.comadviserinfo.sec.gov
Altera Private Access, LLCAtlanta$562.4 million521352(404) 537-2759adviserinfo.sec.gov
Wealth Science Advisors LLCAlpharetta$558.7 million1,0189Not listed(678) 480-2681wealthscienceadvisors.netadviserinfo.sec.gov
Weaver Capital Management, LLCSuwanee$537.8 million1,0045Not listed(678) 341-1333adviserinfo.sec.gov
Novapoint Capital LLCAtlanta$536.2 million8126Not listed(404) 445-7885adviserinfo.sec.gov
Financial Innovations, LLCAtlanta$535.2 million1,0712Not listed(404) 458-0065financialinnovations.bizadviserinfo.sec.gov
Sardis Group, LLCAtlanta$531.2 million116Not listed(404) 282-5552sardisgroup.comadviserinfo.sec.gov
Benedict Financial Advisors, Inc.Atlanta$529.4 million7247Not listed(770) 671-8228adviserinfo.sec.gov
Wiser Wealth Management, IncMarietta$513.6 million1,49111Not listed(678) 905-4450adviserinfo.sec.gov
Highbrook Capital PartnersAtlanta$509.1 million5966Not listed(404) 850-2550adviserinfo.sec.gov
First Advisors National, LLCAtlanta$505.9 million9,02665Not listed(855) 326-7427adviserinfo.sec.gov
Investors Asset Management of Georgia IncAtlanta$502 million7729Not listed(770) 394-5619investorsassetmanagement.comadviserinfo.sec.gov
HC Advisors LLCSandy Springs$500.2 million7928Not listed(404) 705-4593hc-adv.comadviserinfo.sec.gov
Paces Ferry Wealth Advisors, LLCAtlanta$491.2 million6986Not listed(404) 480-5200adviserinfo.sec.gov
Register Financial Advisors, LLCAtlanta$488.5 million85015Not listed(404) 364-2180maywealthstrategies.comadviserinfo.sec.gov
Source Capital, LLCAtlanta$475.4 million191819(404) 844-5381source-cap.comadviserinfo.sec.gov
Cape Investment Advisory, Inc.McDonough$473.7 million1,66034Not listed(678) 583-1120glacierwealthmanagement.comadviserinfo.sec.gov
Adapt Wealth Advisors, LLCAtlanta$469.2 million1,47312Not listed(404) 594-5559adaptwealthadvisors.comadviserinfo.sec.gov
Sard Wealth Managment Group, LLCAtlanta$464 million1,1273Not listed(404) 843-4483adviserinfo.sec.gov
TCP Management LLCAtlanta$463.5 million4123(706) 231-1204adviserinfo.sec.gov
Access Investment Management, LLCAtlanta$456.4 million852Not listed(678) 429-4949accesscapital-llc.comadviserinfo.sec.gov
Holcombe Financial, Inc.Atlanta$451.6 million72254(404) 257-3317holcombefinancial.comadviserinfo.sec.gov
Hamilton Capital Partners, LLCAtlanta$444 million2185Not listed(678) 802-4974adviserinfo.sec.gov
The Lloyd Advisory GroupSuwanee$437.6 million2,77913Not listed(770) 932-0387lloydadvisorygroup.comadviserinfo.sec.gov
Peachtree Wealth Advisors, IncAtlanta$436.8 million1,3593Not listed(404) 531-0965peachtreewa.comadviserinfo.sec.gov
MMHP Investment AdvisorsThomasville$435.3 million1,2904Not listed(229) 228-1822mmhpinvest.comadviserinfo.sec.gov
Waypoint Wealth Counsel LLCAtlanta$433.3 million5324Not listed(404) 955-7481waypointwc.comadviserinfo.sec.gov
Power Wealth ManagementAlpharetta$429.9 million71810Not listed(404) 889-8919adviserinfo.sec.gov
First City Capital Management IncSavannah$423.7 million5156Not listed(912) 233-5492fccm.usadviserinfo.sec.gov
TrufpCumming$421.7 million2,6458Not listed(770) 205-4394adviserinfo.sec.gov
Adaptive InvestmentsAlpharetta$421.4 million77Not listed(888) 721-4588adaptiveinv.comadviserinfo.sec.gov
Ferguson Shapiro LLCDecatur$415.2 million9969Not listed(404) 567-6771fergusonshapiro.comadviserinfo.sec.gov
Kingsmark Private Financial Advisors, LLCAlbany$406.5 million8909Not listed(229) 439-2348adviserinfo.sec.gov
MCP Advisers, LLCAtlanta$400 million131(610) 897-0900adviserinfo.sec.gov
Goodwin Investment AdvisoryWoodstock$397 million40313Not listed(678) 741-2370adviserinfo.sec.gov
Kiker Wealth Management, LLCJasper$395.1 million2,5719Not listed(706) 253-7285kikerwealth.comadviserinfo.sec.gov
Private Family Wealth AdvisorsAtlanta$393.2 million3714Not listed(404) 848-0950adviserinfo.sec.gov
Paul Manners & Associates, Inc.Marietta$391.7 million4663Not listed(404) 231-8611paulmanners.netadviserinfo.sec.gov
1776 Wealth LLCSandy Springs$390.8 million4362Not listed(678) 257-27301776wealth.comadviserinfo.sec.gov
Elevate Wealth Advisory, Inc.Athens$385.5 million1,70613Not listed(706) 353-2728elevate-wealth.comadviserinfo.sec.gov
Agvictus Capital Management LLCAlpharetta$384.7 million35Not listed(678) 387-1750adviserinfo.sec.gov
The Strategic Financial AllianceAtlanta$382 million1,02256Not listed(678) 954-4000thesfa.netadviserinfo.sec.gov
Christy Capital Management, Inc.Macon$376.3 million1,83522Not listed(478) 314-2160christycapital.comadviserinfo.sec.gov
Regimen Wealth, LLCAtlanta$365.2 million7386Not listed(770) 738-8200adviserinfo.sec.gov
Resurgent AdvisorsAtlanta$354.7 million91320Not listed(404) 654-0531encompassadvising.netadviserinfo.sec.gov
Core Alternative Capital, LLCPeachtree Corners$354 million3484Not listed(770) 841-1893corealtfunds.comadviserinfo.sec.gov
Southbridge Advisors, LLCMarieta$353.1 million6126Not listed(866) 797-8693southbridgeadv.comadviserinfo.sec.gov
Maestria Partners LLCAtlanta$350.4 million121(317) 460-2929maestriapartners.comadviserinfo.sec.gov
Bip Capital Management Services, LLCAtlanta$345.3 million17617(404) 410-6476bipventures.vcadviserinfo.sec.gov
Loftin Wealth PartnersJohns Creek$344.5 million1,4666Not listed(888) 556-3846adviserinfo.sec.gov
Ap Wealth ManagementAugusta$339.6 million9487Not listed(706) 364-4281adviserinfo.sec.gov
Baer Wealth ManagementMarietta$334.7 million6282Not listed(770) 984-2312baerwealth.comadviserinfo.sec.gov
GridlineAtlanta$332.1 million442436(470) 632-6887adviserinfo.sec.gov
Dai Wealth, LLCAtlanta$330 million2,04840Not listed(404) 531-7080goodcounselwealth.comadviserinfo.sec.gov
MPWM Advisory Solutions LLCAlpharetta$326.9 million1,17320Not listed(678) 566-4001adviserinfo.sec.gov
Wynn CapitalAugusta$320.2 million8324Not listed(706) 869-3451wynncap.comadviserinfo.sec.gov
Proactive Wealth Strategies, LLCMarietta$315.8 million1,2004Not listed(770) 971-4142adviserinfo.sec.gov
O15 Capital Partners, LLCAtlanta$310.3 million292(404) 333-8579o15.comadviserinfo.sec.gov
American Wealth Management, Inc.Alpharetta$310 million1,10510Not listed(770) 392-8741americanwealthmanagement.comadviserinfo.sec.gov
Battle Investment Group, LLCAtlanta$307.9 million363(770) 298-2905adviserinfo.sec.gov
Grove Mountain Partners, LLCAtlanta$307.7 million474(678) 655-6794grovemountainpartners.comadviserinfo.sec.gov
Monterey WealthAtlanta$300.1 million3403Not listed(404) 201-2285adviserinfo.sec.gov
Tandemgrowth Financial Advisors, LLCAlpharetta$297 million6644Not listed(770) 641-6360adviserinfo.sec.gov
Estate Management Counselors,LlcAtlanta$294.3 million1,0184Not listed(404) 250-9798emcadvisors.comadviserinfo.sec.gov
Baugh & Associates, LLCAtlanta$294.2 million4374Not listed(404) 256-0268baughandassociates.comadviserinfo.sec.gov
Chatham CapitalAtlanta$288.9 million686(770) 618-2100chathamcapital.comadviserinfo.sec.gov
Smith, Brown & Groover Inc. D/B/A SBG Wealth ManagementMacon$284.2 million7227Not listed(478) 474-7004sbgwealth.comadviserinfo.sec.gov
Verisail Partners, LLCChamblee$283.6 million1,0176Not listed(404) 220-7662adviserinfo.sec.gov
Banyan Capital Management, Inc.Atlanta$281.7 million3343Not listed(770) 951-2129adviserinfo.sec.gov
Conscious Wealth Investments, LLCAtlanta$272.8 million4757Not listed(404) 826-7747consciouswealthinvesting.comadviserinfo.sec.gov
Bull Street AdvisorsSavannah$271.9 million1971Not listed(912) 441-5185bullstreetadvisors.comadviserinfo.sec.gov
The Jenkins GroupAlbany$270.1 million4585Not listed(229) 883-8028adviserinfo.sec.gov
C.W. O'Conner Wealth Advisors, Inc.Duluth$264.6 million4643Not listed(770) 368-9919adviserinfo.sec.gov
Ables, Iannone, Moore & Associates, Inc.Savannah$258.7 million9925Not listed(912) 777-4128aimainc.comadviserinfo.sec.gov
Bush Wealth ManagementValdosta$258.4 million1,14212Not listed(229) 247-1474bushwealthmanagement.comadviserinfo.sec.gov
Decatur Capital Management, Inc.Decatur$253.7 million406Not listed(404) 270-9838decaturcapital.comadviserinfo.sec.gov
Aurora Investment CounselAtlanta$252.7 million653Not listed(770) 226-5323aurora-invest.comadviserinfo.sec.gov
Checks & Balances, Inc.Atlanta$251.1 million281Not listed(404) 233-0560thefamilyoffices.comadviserinfo.sec.gov
Journey Beyond WealthRoswell$250.3 million4126Not listed(678) 331-7900journeybeyondwealth.comadviserinfo.sec.gov
Wealth Intelligence, LLCColumbus$247.5 million4145Not listed(706) 571-2100adviserinfo.sec.gov
Large and Gilbert Wealth AdvisoryAtlanta$247.4 million6307Not listed(770) 698-9816keystonefg.comadviserinfo.sec.gov
Integras Partners, LLCAlpharetta$244.8 million5675Not listed(404) 941-2800adviserinfo.sec.gov
Exit Wealth AdvisorsAlpharetta$243.2 million5827Not listed(404) 474-8513adviserinfo.sec.gov
Anson AnalyticsTyrone$242.2 million4455Not listed(678) 216-0795adviserinfo.sec.gov
Caymus Equity Partners, LLCAtlanta$241.6 million121112(404) 995-8300caymusequity.comadviserinfo.sec.gov
Greybull Partners LLCAtlanta$241 million220Not listed(404) 815-8772earnestpartners.com.cnadviserinfo.sec.gov
Eads & Heald Wealth ManagementAtlanta$240.5 million2296Not listed(770) 988-9556eadsheald.comadviserinfo.sec.gov
Galleria Financial Advisors, LLCAtlanta$239.2 million1402Not listed(770) 790-3714adviserinfo.sec.gov
Minerva Planning GroupDecatur$236.9 million5516Not listed(404) 816-6688adviserinfo.sec.gov
Lanier Financial Group LLCAthens$236.2 million7296Not listed(404) 882-2628lanierfinancialgroup.comadviserinfo.sec.gov
Rule One Partners, LLCMoreland$236.2 million251(855) 687-7853ruleonefund.comadviserinfo.sec.gov
Legacy Planning Advisors, LLCSuwanee$234 million7558Not listed(770) 919-2075adviserinfo.sec.gov
Cygnus Capital Advisors, LLCAtlanta$229.7 million681(404) 443-4762cygnuscapital.comadviserinfo.sec.gov
Commonwealth Financial Planners IncRoswell$227.6 million3163Not listed(770) 399-6644adviserinfo.sec.gov
MRP Capital Investments, LLCAlpharetta$227.6 million3845Not listed(404) 274-7851adviserinfo.sec.gov
Alder Financial Group IncAtlanta$224.1 million2493Not listed(770) 563-8207alderfinancial.comadviserinfo.sec.gov
Reicon Wealth Advisors, LLCAtlanta$220.1 million11752(404) 328-2120reiconwealthadvisors.comadviserinfo.sec.gov
San Blas Advisory, Inc.Atlanta$218.9 million66513Not listed(404) 704-0406thehendersonfinancialgroup.comadviserinfo.sec.gov
Griffith & Werner, Inc.Canton$218.6 million3364Not listed(678) 901-4167griffith-werner.comadviserinfo.sec.gov
Park Square Financial Group LLCRoswell$218.6 million7065Not listed(770) 641-1401adviserinfo.sec.gov
Wealth With No Regrets®Alpharetta$214.4 million78613Not listed(678) 278-9632adviserinfo.sec.gov
Premis Advisors, LLCAtlanta$213.9 million13511(678) 666-5380premisadvisors.comadviserinfo.sec.gov
Magellan Planning GroupAtlanta$210 million4203Not listed(404) 257-8811magellanplanning.comadviserinfo.sec.gov
Daner Wealth Management, LLCAlpharetta$201.7 million6562Not listed(404) 915-0128danerwealth.comadviserinfo.sec.gov
Asset Management GroupCartersville$200.1 million1,8085Not listed(678) 792-5855assetmg-inc.comadviserinfo.sec.gov
Financial Architects, LLCWoodstock$199.2 million3453Not listed(770) 517-8160financialarchitectsllc.comadviserinfo.sec.gov
Townsend Wealth ManagementColumbus$194 million4493Not listed(706) 221-8200adviserinfo.sec.gov
Capital and Planning, LLCJonesboro$193.9 million7922Not listed(678) 519-5733capitalandplanning.comadviserinfo.sec.gov
Wickham Financial & Insurance ServicesMarietta$193 million7954Not listed(770) 424-8711wickhamservices.comadviserinfo.sec.gov
Incompass Financial Partners, LLCAlpharetta$192 million8676Not listed(770) 971-9141incompassfp.comadviserinfo.sec.gov
Pierson Wealth ManagementAtlanta$192 million6444Not listed(404) 233-7272adviserinfo.sec.gov
Phorcys Capital Partners, LLCAlpharetta$191.5 million372(770) 777-9373phorcyscp.comadviserinfo.sec.gov
Xception Family OfficeAtlanta$189.3 million285Not listed(404) 524-7900xceptionfamilyoffice.comadviserinfo.sec.gov
CFS Wealth ManagementMacon$189.1 million4653Not listed(478) 471-1875cfswealth.comadviserinfo.sec.gov
Elm3 Financial Group, LLCAlpharetta$189 million6806Not listed(678) 297-9500adviserinfo.sec.gov
Wright Wealth LLCAtlanta$188.5 million8397Not listed(470) 373-1044adviserinfo.sec.gov
Financial Consultants Group IncCumming$188.2 million5778Not listed(770) 627-2121adviserinfo.sec.gov
Ridge Capital Management, LLCJohn Creek$186 million4436Not listed(770) 516-7747adviserinfo.sec.gov
Ash Investment Partners, LLCAtlanta$185.7 million1101(470) 795-5505adviserinfo.sec.gov
Atlas Investment AdvisorsAlpharetta$184.1 million5062Not listed(770) 336-6805adviserinfo.sec.gov
George M. Hiller Companies, LLCAtlanta$183 million4295Not listed(404) 365-0222georgehiller.comadviserinfo.sec.gov
True Square Financial LLCAtlanta$178.8 million3301Not listed(404) 975-2720truesquarefinancial.comadviserinfo.sec.gov
Newcorp Wealth ManagementAlpharetta$177.1 million5793Not listed(404) 996-6893newcorpwealth.comadviserinfo.sec.gov
Chancellor Wealth Management, Inc.Atlanta$174 million3993Not listed(770) 661-0283adviserinfo.sec.gov
Overlay Management, LLCAlpharetta$168.6 million411640(770) 415-0596overlaycapital.comadviserinfo.sec.gov
The Monitor Group, Inc.Martinez$167.2 million6543Not listed(706) 854-8040themonitorgroup.netadviserinfo.sec.gov
The Keystone Financial Alliance, LLCAtlanta$164.7 million4453Not listed(404) 260-0710mykfa.comadviserinfo.sec.gov
Dyche, Riley, & Selman Wealth ManagementFayetteville$162.3 million270412(770) 461-8191adviserinfo.sec.gov
Gutt Financial Management, LLCAtlanta$162.1 million1892Not listed(404) 237-4188guttfm.comadviserinfo.sec.gov
Martinwright Advisory, LLCAtlanta$160.7 million1169Not listed(404) 882-8756mwadvisory.comadviserinfo.sec.gov
Wiregrass Asset ManagementThomasville$159.7 million4003Not listed(229) 226-0111adviserinfo.sec.gov
Starr-Mathews Financial, LLCCalhoun$158.6 million2336Not listed(706) 624-4080starrbenefits.comadviserinfo.sec.gov
Georgia Wealth Partners, LLCGriffin$157.5 million7594Not listed(678) 510-5280georgiawealthpartners.comadviserinfo.sec.gov
Covey Capital Advisors, LLCAtlanta$156.5 million361Not listed(404) 442-2772adviserinfo.sec.gov
Lynx Capital, LLCAtlanta$154.5 million666(770) 448-7047lynxcapitalfunds.comadviserinfo.sec.gov
Maven Capital Partners, LLCAtlanta$152.9 million2453(404) 798-7612adviserinfo.sec.gov
West Elk Capital, LLCAtlanta$152.3 million121(404) 551-3551westelkcapital.comadviserinfo.sec.gov
The Renn Wealth Management Group, Inc.Atlanta$151.9 million2294Not listed(404) 467-9882rennwealth.comadviserinfo.sec.gov
Trademark Capital Management Inc.Watkinsville$150.8 million52172(706) 534-2351adviserinfo.sec.gov
Unified Investment ManagementAtlanta$150.6 million2632Not listed(404) 920-4768unifiedim.comadviserinfo.sec.gov
Parrish Capital, LLCKennesaw$150 million4103Not listed(800) 618-1940parrishcapital.comadviserinfo.sec.gov
Sanders & Scott, CHFCWatkinsville$148.8 million6993Not listed(770) 760-8933sandersandscott.comadviserinfo.sec.gov
Peachcap Tax & Advisory, LLCAtlanta$147.5 million5984Not listed(404) 220-8958idexfinancial.comadviserinfo.sec.gov
Crown Management Advisors, LLCAtlanta$142.2 million161(404) 389-9045adviserinfo.sec.gov
J. L. Perkins Wealth Management, LLCMacon$142.2 million6918Not listed(478) 254-3550myretirementclarity.comadviserinfo.sec.gov
Fsam LLCAlpharetta$138.4 million15814Not listed(770) 777-9373fssec.comadviserinfo.sec.gov
Linx Partners, LLCAtlanta$131.4 million747(770) 818-0335linxpartners.comadviserinfo.sec.gov
Financial Potential Wealth ManagementGainesville$130 million2272Not listed(770) 287-8718yourfinancialpotential.comadviserinfo.sec.gov
St. John & Associates, Inc.Roswell$128.4 million6666Not listed(770) 642-7631adviserinfo.sec.gov
Networth Financial Services, LLCJohns Creek$128.1 million3355Not listed(678) 319-0111adviserinfo.sec.gov
The Marin Group Inc.Atlanta$128.1 million1472Not listed(404) 607-8014maringroup.comadviserinfo.sec.gov
The Advisory FirmAlpharetta$126.4 million4011Not listed(678) 566-3711theadvisoryfirm.netadviserinfo.sec.gov
Vip Wealth AdvisorsDecatur$126.1 million2061Not listed(917) 319-8281vipwealthadvisors.comadviserinfo.sec.gov
Berkeley Advisors, Inc.Atlanta$125.3 million3142Not listed(404) 580-9560berkeleyadvisors.comadviserinfo.sec.gov
T.R.U.E. Coastal Capital, LLCSavannah$124.1 million4164Not listed(912) 234-3657adviserinfo.sec.gov
Wassaw Sound Management, LLCSavannah$122.7 million153Not listed(404) 831-5109adviserinfo.sec.gov
Strickland Davis Advisors LLCMarietta$121.3 million2033Not listed(770) 977-6892adviserinfo.sec.gov
American Wealth Advisors, LLCJohns Creek$120.2 million3213Not listed(770) 814-7236americanwealthadvisors.comadviserinfo.sec.gov
Sentara CapitalMarietta$119.6 million4933Not listed(770) 509-5305sentaracapital.comadviserinfo.sec.gov
CMC Financial Group, LLCAtlanta$119.3 million3654Not listed(678) 690-8800cmcfg.comadviserinfo.sec.gov
Financial DiscoveryAtlanta$118.3 million3433Not listed(404) 816-0160financialdiscovery.netadviserinfo.sec.gov
Cornerstone FinancialAtlanta$118 million3133Not listed(404) 874-3111corstonefinancial.comadviserinfo.sec.gov
McCormack Financial Planning Inc.Atlanta$115.7 million5493Not listed(404) 236-7316mccormackfp.comadviserinfo.sec.gov
Infinite Giving Advisory Services, Inc.Atlanta$112.8 million36410Not listed(888) 926-4483adviserinfo.sec.gov
Fully FinancialAthens$111.1 million5613Not listed(706) 389-8426fullyfin.comadviserinfo.sec.gov

Advisers in Georgia that manage private funds

114 advisers report private funds. The 40 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Bip CapitalAtlantaGA61Not listed853Not listed$1.10 billion$1.29 billionadviserinfo.sec.gov
Altera Private Access, LLCAtlantaGA52Not listed20820$562.4 million$562.4 millionadviserinfo.sec.gov
Bluearc Capital ManagementAtlantaGA43Not listedNot listedNot listedNot listed$2.47 billion$2.44 billionadviserinfo.sec.gov
Overlay Management, LLCAlpharettaGA40Not listed364Not listed$168.1 million$168.6 millionadviserinfo.sec.gov
GridlineAtlantaGA36Not listed131Not listed$301.8 million$332.1 millionadviserinfo.sec.gov
Domain Capital Advisors, LLCAtlantaGA33Not listed11Not listedNot listed$7.27 billion$7.27 billionadviserinfo.sec.gov
Invesco Advisers, Inc.AtlantaGA3012Not listedNot listed3$64.45 billion$749.52 billionadviserinfo.sec.gov
Sovereign's Capital Management, LLCAtlantaGA2511562$1.17 billion$1.28 billionadviserinfo.sec.gov
HB WealthAtlantaGA24Not listed17Not listed7$860.3 million$30.16 billionadviserinfo.sec.gov
Shadow Ventures, LLCAtlantaGA22Not listedNot listed22Not listed$58.1 millionNot listedadviserinfo.sec.gov
Jamestown, L.P.AtlantaGA21Not listedNot listedNot listed10$6.82 billion$7.06 billionadviserinfo.sec.gov
Argonne Capital Group, LLCAtlantaGA19Not listed17Not listed2$1.68 billion$1.68 billionadviserinfo.sec.gov
Source Capital, LLCAtlantaGA19Not listed19Not listedNot listed$456.4 million$475.4 millionadviserinfo.sec.gov
Eagle Merchant PartnersAtlantaGA17Not listed17Not listedNot listed$840.6 million$840.6 millionadviserinfo.sec.gov
Bip Capital Management Services, LLCAtlantaGA17Not listed89Not listed$345.3 million$345.3 millionadviserinfo.sec.gov
Roark Capital Management, LLCAtlantaGA14Not listed14Not listedNot listed$34.18 billion$34.18 billionadviserinfo.sec.gov
TTV CapitalAtlantaGA14Not listedNot listed14Not listed$910.2 millionNot listedadviserinfo.sec.gov
Godwin Capital Group, LLCAtlantaGA13310Not listedNot listed$185.2 million$1.13 billionadviserinfo.sec.gov
Caymus Equity Partners, LLCAtlantaGA12Not listed12Not listedNot listed$217.8 million$241.6 millionadviserinfo.sec.gov
Dyche, Riley, & Selman Wealth ManagementFayettevilleGA12Not listedNot listedNot listed12$30.7 million$162.3 millionadviserinfo.sec.gov
Tech Square VenturesAtlantaGA11Not listedNot listed11Not listed$233.1 millionNot listedadviserinfo.sec.gov
Resurgens Technology Advisors, L.P.AtlantaGA10Not listed10Not listedNot listed$2.17 billion$2.17 billionadviserinfo.sec.gov
Infinity Capital Advisors, LLCAtlantaGA1010Not listedNot listedNot listed$1.38 billion$1.53 billionadviserinfo.sec.gov
Angel Oak Capital Advisors, LLCAtlantaGA99Not listedNot listedNot listed$1.73 billion$11.49 billionadviserinfo.sec.gov
Gid Multifamily Investment Management LLCAtlantaGA831Not listed4$5.89 billion$5.89 billionadviserinfo.sec.gov
Fulcrum Equity Partners, Inc.AtlantaGA8Not listedNot listed8Not listed$1.16 billion$1.16 billionadviserinfo.sec.gov
Berkeley Capital Partners, LLCMiltonGA8Not listed6Not listedNot listed$245.7 million$1.10 billionadviserinfo.sec.gov
Arcapita Investment Management US Inc.AtlantaGA8Not listed6Not listed2$607.3 million$607.3 millionadviserinfo.sec.gov
Sabertooth CapitalAtlantaGA8Not listedNot listed8Not listed$91 millionNot listedadviserinfo.sec.gov
Southeast Asset Advisors, LLCThomasvilleGA7Not listed3Not listedNot listed$443.8 million$4.20 billionadviserinfo.sec.gov
Bay Point Advisors, LLCAtlantaGA743Not listedNot listed$1.84 billion$1.03 billionadviserinfo.sec.gov
Avego Management, LLCAlpharettaGA7331Not listed$917.5 million$917.5 millionadviserinfo.sec.gov
4612 Group, LLCAtlantaGA7Not listedNot listedNot listedNot listed$265.1 million$773.3 millionadviserinfo.sec.gov
Linx Partners, LLCAtlantaGA7Not listed7Not listedNot listed$216.9 million$131.4 millionadviserinfo.sec.gov
Earnest Partners, LLCAtlantaGA6Not listedNot listedNot listedNot listed$1.92 billion$42.61 billionadviserinfo.sec.gov
BalentineAtlantaGA6Not listed6Not listedNot listed$165.6 million$5.54 billionadviserinfo.sec.gov
Timberland Investment Resources, LLCAtlantaGA6Not listedNot listedNot listed6$686 million$1.98 billionadviserinfo.sec.gov
Chatham CapitalAtlantaGA66Not listedNot listedNot listed$223.5 million$288.9 millionadviserinfo.sec.gov
Lynx Capital, LLCAtlantaGA6Not listedNot listedNot listed6$154.5 million$154.5 millionadviserinfo.sec.gov
Forte VenturesAtlantaGA6Not listedNot listed6Not listed$54.4 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Georgia

6 advisers with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
E.T.S. Wealth Management, LLCHoschtonGAOctober 30, 2026Not listedetswealth.comadviserinfo.sec.gov
Stribling-Whalen Financial GroupGainesvilleGASeptember 30, 2026Not listedadviserinfo.sec.gov
Legacy Partners Financial Group, LLCWoodstockGASeptember 29, 2026$107.6 millionmylpfg.comadviserinfo.sec.gov
BCM Fixed IncomeAtlantaGASeptember 23, 2026Not listedbcmfi.comadviserinfo.sec.gov
Generational Financial Partners, LLCAtlantaGAAugust 10, 2026Not listedgenfipartners.comadviserinfo.sec.gov
The Marin Group Inc.AtlantaGAAugust 5, 2026$128.1 millionmaringroup.comadviserinfo.sec.gov

Cities in Georgia

CityAdvisersAUM
Atlanta218$1.34 trillion
Alpharetta32$69.25 billion
Marietta14$10.17 billion
Savannah10$7.20 billion

More ways to read Georgia

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.