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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Invesco Advisers, Inc. | Atlanta | $749.52 billion | 82,498 | 2,804 | 30 | (404) 892-0896 | invesco.com | adviserinfo.sec.gov |
| Truist Advisory Services, Inc. | Atlanta | $77.39 billion | 129,307 | 2,461 | Not listed | (800) 874-4770 | truist.com | adviserinfo.sec.gov |
| Earnest Partners, LLC | Atlanta | $42.61 billion | 7,515 | 47 | 6 | (404) 815-8772 | adviserinfo.sec.gov | |
| Voya Investment Management LLC | Atlanta | $38.77 billion | 9 | 859 | Not listed | (770) 690-4600 | adviserinfo.sec.gov | |
| Roark Capital Management, LLC | Atlanta | $34.18 billion | 14 | 145 | 14 | (404) 591-5200 | roarkcapital.com | adviserinfo.sec.gov |
| HB Wealth | Atlanta | $30.16 billion | 26,148 | 325 | 24 | (404) 264-1400 | adviserinfo.sec.gov | |
| Atlanta Capital | Atlanta | $28.64 billion | 9,277 | 35 | Not listed | (404) 876-9411 | adviserinfo.sec.gov | |
| Merit Financial Advisors | Alpharetta | $23.88 billion | 20,710 | 470 | Not listed | (678) 867-7050 | adviserinfo.sec.gov | |
| Vident Asset Management | Alpharetta | $22.02 billion | 1,962 | 38 | Not listed | (404) 267-1501 | videntam.com | adviserinfo.sec.gov |
| Primerica Advisors | Duluth | $15.54 billion | 89,813 | 3,992 | Not listed | (833) 786-0550 | landmark.primerica.com | adviserinfo.sec.gov |
| Osaic Advisory Services, LLC | Atlanta | $15.48 billion | 50,459 | 2,180 | Not listed | (866) 580-8219 | bluewaterswealth.com | adviserinfo.sec.gov |
| Ira Group, Inc. | Atlanta | $15.42 billion | 691 | 19 | Not listed | (404) 760-3730 | adviserinfo.sec.gov | |
| Atlanta Consulting Group Advisors, LLC | Atlanta | $14.70 billion | 1,727 | 23 | Not listed | (888) 317-2810 | adviserinfo.sec.gov | |
| Angel Oak Capital Advisors, LLC | Atlanta | $11.49 billion | 39 | 78 | 9 | (404) 953-4900 | adviserinfo.sec.gov | |
| Asset Preservation Advisors, LLC | Atlanta | $11.05 billion | 3,029 | 28 | Not listed | (404) 261-1333 | assetpreservationadvisors.com | adviserinfo.sec.gov |
| Advisory Services Network | Atlanta | $10.60 billion | 29,663 | 268 | Not listed | (770) 352-0449 | adviserinfo.sec.gov | |
| Openarc Corporate Advisory, LLC | Atlanta | $10.09 billion | 14,525 | 146 | Not listed | (844) 648-6001 | adviserinfo.sec.gov | |
| Signaturefd, LLC | Atlanta | $9.68 billion | 11,102 | 130 | 2 | (404) 253-7600 | signaturefd.com | adviserinfo.sec.gov |
| Crawford Investment Counsel Inc | Atlanta | $9.14 billion | 4,050 | 54 | Not listed | (770) 859-0045 | crawfordinvestmentfunds.com | adviserinfo.sec.gov |
| Arkadios Wealth Advisors | Atlanta | $8.79 billion | 14,886 | 188 | Not listed | (404) 445-0035 | arkadioscapital.com | adviserinfo.sec.gov |
| Synovus Securities, Inc. | Columbus | $8.45 billion | 12,411 | 280 | Not listed | (706) 649-2327 | cfgltd.com | adviserinfo.sec.gov |
| Nicholas Hoffman & Company, LLC | Atlanta | $8.26 billion | 2,233 | 25 | 1 | (404) 815-5050 | nhoffmanandco.com | adviserinfo.sec.gov |
| Capital Investment Advisors, LLC | Atlanta | $8.21 billion | 17,148 | 107 | Not listed | (404) 531-0018 | adviserinfo.sec.gov | |
| Howard Capital Management, LLC | Alpharetta | $8.01 billion | 14,608 | 45 | Not listed | (770) 642-4902 | howardcmetfs.com | adviserinfo.sec.gov |
| Domain Capital Advisors, LLC | Atlanta | $7.27 billion | 33 | 33 | 33 | (770) 628-0700 | adviserinfo.sec.gov | |
| Jamestown, L.P. | Atlanta | $7.06 billion | 23 | 233 | 21 | (770) 805-1000 | jamestowninvest.com | adviserinfo.sec.gov |
| GMT Capital Corp. | Atlanta | $6.90 billion | 6 | 19 | 3 | (770) 989-8250 | gmtcapital.com | adviserinfo.sec.gov |
| Gid Multifamily Investment Management LLC | Atlanta | $5.89 billion | 11 | 124 | 8 | (833) 259-7511 | adviserinfo.sec.gov | |
| Buckhead Capital Management, LLC | Atlanta | $5.76 billion | 365 | 13 | Not listed | (404) 720-8800 | buckheadcapital.com | adviserinfo.sec.gov |
| Cortland Investment Management, LLC | Atlanta | $5.67 billion | 8 | 91 | 3 | (404) 965-3988 | cortland.com | adviserinfo.sec.gov |
| Balentine | Atlanta | $5.54 billion | 3,447 | 61 | 6 | (404) 537-4800 | balentine.com | adviserinfo.sec.gov |
| Bip Wealth, LLC | Atlanta | $5.29 billion | 17,391 | 88 | 2 | (404) 495-5230 | prehmusfinancial.com | adviserinfo.sec.gov |
| Forest Investment Associates | Atlanta | $5.24 billion | 20 | 55 | 5 | (404) 829-8842 | forestinvest.com | adviserinfo.sec.gov |
| Fiduciaryvest, LLC | Atlanta | $4.93 billion | 61 | 10 | Not listed | (404) 446-1270 | fiduciaryvest.com | adviserinfo.sec.gov |
| Ifg Advisory, LLC | Atlanta | $4.76 billion | 14,619 | 187 | Not listed | (770) 353-6400 | adviserinfo.sec.gov | |
| Sage Mountain Advisors, LLC | Atlanta | $4.29 billion | 193 | 31 | 3 | (404) 795-8361 | sagemountainadvisors.com | adviserinfo.sec.gov |
| ZWJ Investment Counsel Inc | Atlanta | $4.23 billion | 2,387 | 20 | Not listed | (404) 873-2211 | zwjic.com | adviserinfo.sec.gov |
| Willis Investment Counsel Inc | Gainesville | $4.23 billion | 568 | 13 | 3 | (770) 718-0706 | wicinvest.com | adviserinfo.sec.gov |
| Southeast Asset Advisors, LLC | Thomasville | $4.20 billion | 1,356 | 14 | 7 | (229) 226-8839 | assetadvisor.com | adviserinfo.sec.gov |
| Clear Investment Research, LLC | Alpharetta | $4.19 billion | 277 | 5 | Not listed | (678) 293-8667 | clearinvestmentresearch.com | adviserinfo.sec.gov |
| Aprio Wealth Management, LLC | Atlanta | $4.15 billion | 5,258 | 55 | Not listed | (404) 892-9651 | wealth.aprio.com | adviserinfo.sec.gov |
| BT Family Office, LLC | Atlanta | $4.00 billion | 10 | 7 | Not listed | (404) 341-5800 | adviserinfo.sec.gov | |
| Henssler Financial | Kennesaw | $3.81 billion | 5,395 | 88 | Not listed | (770) 429-9166 | adviserinfo.sec.gov | |
| Holbrook Holdings, Inc. | Atlanta | $3.78 billion | 3 | 14 | Not listed | (678) 400-3980 | holbrookholdings.com | adviserinfo.sec.gov |
| Equity Investment Corp | Atlanta | $3.51 billion | 6,761 | 27 | Not listed | (404) 239-0111 | adviserinfo.sec.gov | |
| Advocacy Wealth Management, LLC | Atlanta | $3.24 billion | 2,234 | 36 | Not listed | (404) 836-7146 | advocacywealth.com | adviserinfo.sec.gov |
| LCP Institutional, LLC | Atlanta | $3.18 billion | 395 | 8 | Not listed | (470) 326-7920 | adviserinfo.sec.gov | |
| Gleneagles Investment Advisors, LLC | Atlanta | $3.08 billion | 51 | 4 | 4 | (678) 904-0594 | gleneaglesgroup.com | adviserinfo.sec.gov |
| Silvant Capital Management LLC | Atlanta | $3.04 billion | 21 | 8 | Not listed | (404) 845-7640 | adviserinfo.sec.gov | |
| Globalt Investments | Atlanta | $3.02 billion | 3,248 | 18 | Not listed | (404) 364-2188 | adviserinfo.sec.gov | |
| Montag | Atlanta | $2.97 billion | 1,308 | 30 | Not listed | (404) 522-5774 | adviserinfo.sec.gov | |
| Impact Partnership Wealth, LLC | Marietta | $2.96 billion | 16,058 | 100 | Not listed | (800) 380-5040 | adviserinfo.sec.gov | |
| Falcons I, LLC | Atlanta | $2.75 billion | 1 | 5 | Not listed | (404) 953-4900 | angeloakreit.com | adviserinfo.sec.gov |
| Bison Wealth, LLC | Atlanta | $2.74 billion | 9,003 | 78 | Not listed | (404) 841-2224 | capitaldefenderadvisors.com | adviserinfo.sec.gov |
| Stadion Money Management, LLC | Watkinsville | $2.69 billion | 49,626 | 38 | Not listed | (706) 583-5144 | stadionstoryline.com | adviserinfo.sec.gov |
| Cornerstone Investment Partners, LLC | Atlanta | $2.65 billion | 862 | 15 | Not listed | (404) 751-3900 | adviserinfo.sec.gov | |
| LCG Associates, Inc. | Atlanta | $2.61 billion | 56 | 58 | Not listed | (770) 644-0100 | adviserinfo.sec.gov | |
| Strategic Blueprint, LLC | Atlanta | $2.54 billion | 8,462 | 57 | Not listed | (678) 954-4130 | strategicblueprint.net | adviserinfo.sec.gov |
| Arcus Capital Partners, LLC | Atlanta | $2.51 billion | 1,667 | 15 | 2 | (404) 949-2111 | arcuscp.com | adviserinfo.sec.gov |
| Bluearc Capital Management | Atlanta | $2.44 billion | 51 | 11 | 43 | (404) 419-6130 | bluearccapital.com | adviserinfo.sec.gov |
| Cornerstone Management, Inc. | Duluth | $2.29 billion | 1,514 | 19 | Not listed | (770) 449-7799 | cornerstonemgt.net | adviserinfo.sec.gov |
| Sound View Wealth Advisors Group, LLC | Savannah | $2.28 billion | 3,285 | 19 | Not listed | (912) 239-4630 | adviserinfo.sec.gov | |
| Resurgens Technology Advisors, L.P. | Atlanta | $2.17 billion | 10 | 42 | 10 | (678) 894-1447 | resurgenstech.com | adviserinfo.sec.gov |
| Blue Grotto Capital, LLC | Atlanta | $2.10 billion | 7 | 6 | 1 | (404) 381-1890 | bluegrottocapital.com | adviserinfo.sec.gov |
| Narwhal Capital Management | Marietta | $2.08 billion | 850 | 18 | Not listed | (770) 344-0172 | adviserinfo.sec.gov | |
| Cahaba Wealth Management, Inc. | Atlanta | $2.06 billion | 888 | 23 | Not listed | (404) 549-7678 | adviserinfo.sec.gov | |
| Aff Fund Manager, LLC | Atlanta | $2.01 billion | 14 | 55 | Not listed | (770) 450-8742 | theardentcompanies.com | adviserinfo.sec.gov |
| Timberland Investment Resources, LLC | Atlanta | $1.98 billion | 13 | 30 | 6 | (404) 848-2000 | tirllc.com | adviserinfo.sec.gov |
| The Fiduciary Group | Savannah | $1.97 billion | 1,726 | 18 | Not listed | (912) 303-9000 | tfginvest.com | adviserinfo.sec.gov |
| Shapiro Capital Management LLC | Atlanta | $1.97 billion | 394 | 10 | Not listed | (404) 842-9600 | shapirocapital.com | adviserinfo.sec.gov |
| Marco Investment Management LLC | Atlanta | $1.77 billion | 694 | 10 | Not listed | (404) 504-8600 | marcoinv.com | adviserinfo.sec.gov |
| Argonne Capital Group, LLC | Atlanta | $1.68 billion | 19 | 82 | 19 | (404) 364-2984 | adviserinfo.sec.gov | |
| CPC Advisors, LLC | Atlanta | $1.68 billion | 2,588 | 30 | Not listed | (404) 879-3000 | adviserinfo.sec.gov | |
| Primus Capital Partners, Inc. | Atlanta | $1.67 billion | 4 | 19 | 4 | (440) 684-7300 | primuscapital.com | adviserinfo.sec.gov |
| Cannon Financial Strategists, Inc. | Athens | $1.67 billion | 3,311 | 33 | Not listed | (706) 548-3422 | cannonfinancialstrategists.com | adviserinfo.sec.gov |
| Rollins Financial Advisors, LLC | Atlanta | $1.59 billion | 1,004 | 14 | Not listed | (404) 892-7967 | focusfinancialpartners.com | adviserinfo.sec.gov |
| Infinity Capital Advisors, LLC | Atlanta | $1.53 billion | 50 | 20 | 10 | (404) 458-4448 | adviserinfo.sec.gov | |
| Albritton Capital Management Co | Alpharetta | $1.52 billion | 1 | 1 | Not listed | (770) 753-6041 | albrittoncapitol.com | adviserinfo.sec.gov |
| Liquid Strategies, LLC | Atlanta | $1.45 billion | 22 | 13 | 2 | (800) 970-2725 | overlayshares.com | adviserinfo.sec.gov |
| Haven Global Partners, LLC | Atlanta | $1.45 billion | 26 | 4 | 1 | (470) 355-2434 | havengp.com | adviserinfo.sec.gov |
| Asset Advisors | Augusta | $1.40 billion | 1,263 | 9 | Not listed | (706) 650-9900 | adviserinfo.sec.gov | |
| Marietta Wealth Management, LLC | Marietta | $1.39 billion | 1,545 | 12 | Not listed | (404) 549-6930 | adviserinfo.sec.gov | |
| Chi-Rho Financial, LLC | Atlanta | $1.35 billion | 5 | 13 | 5 | (678) 731-0032 | chirhollc.com | adviserinfo.sec.gov |
| Bip Capital | Atlanta | $1.29 billion | 62 | 50 | 61 | (404) 410-6476 | adviserinfo.sec.gov | |
| Sovereign's Capital Management, LLC | Atlanta | $1.28 billion | 27 | 37 | 25 | (404) 260-2798 | sovereignscapital.com | adviserinfo.sec.gov |
| Richard Young Advisors | Augusta | $1.20 billion | 5,023 | 16 | Not listed | (706) 739-0725 | vimeo.com | adviserinfo.sec.gov |
| Fulcrum Equity Partners, Inc. | Atlanta | $1.16 billion | 8 | 27 | 8 | (770) 551-6300 | fulcrumep.com | adviserinfo.sec.gov |
| Longview Wealth Management | Atlanta | $1.15 billion | 3,002 | 24 | Not listed | (404) 843-3100 | adviserinfo.sec.gov | |
| Godwin Capital Group, LLC | Atlanta | $1.13 billion | 416 | 6 | 13 | (404) 795-8300 | godwincap.com | adviserinfo.sec.gov |
| Berkeley Capital Partners, LLC | Milton | $1.10 billion | 2,368 | 11 | 8 | (678) 690-8700 | berkeleycp.com | adviserinfo.sec.gov |
| SB Advisory, LLC | Atlanta | $1.10 billion | 942 | 35 | Not listed | (404) 704-0406 | pnwadvisory.com | adviserinfo.sec.gov |
| Amb Wealth, LLC | Thomasville | $1.07 billion | 1,157 | 23 | Not listed | (866) 277-1500 | adviserinfo.sec.gov | |
| Elwood & Goetz | Athens | $1.07 billion | 3,394 | 29 | Not listed | (706) 548-1025 | adviserinfo.sec.gov | |
| Gibbs Wealth Management, LLC | Alpharetta | $1.06 billion | 5,357 | 147 | Not listed | (678) 694-8770 | marathongroupfinancial.com | adviserinfo.sec.gov |
| Jamison Private Wealth Management, Inc. | Milton | $1.05 billion | 1,358 | 5 | Not listed | (678) 323-3454 | jamisonwealth.com | adviserinfo.sec.gov |
| Bay Point Advisors, LLC | Atlanta | $1.03 billion | 8 | 29 | 7 | (404) 963-6031 | adviserinfo.sec.gov | |
| Greatmark Investment Partners, Inc. | Columbus | $1.02 billion | 1,159 | 8 | Not listed | (706) 327-2128 | greatmarkonline.com | adviserinfo.sec.gov |
| JT Stratford, LLC | Gainesville | $1.01 billion | 2,734 | 18 | Not listed | (770) 534-6046 | adviserinfo.sec.gov | |
| West Paces Advisors, Inc. | Atlanta | $1.01 billion | 831 | 7 | Not listed | (404) 478-3030 | adviserinfo.sec.gov | |
| Msouth Equity Partners, LLC | Atlanta | $1.00 billion | 2 | 18 | 2 | (404) 816-3255 | adviserinfo.sec.gov | |
| Boone Capital Management LLC | Atlanta | $963.2 million | 3 | 5 | 1 | (404) 891-9290 | adviserinfo.sec.gov | |
| Builder Investment Group | Atlanta | $952.5 million | 582 | 6 | Not listed | (404) 233-9341 | big-inc.com | adviserinfo.sec.gov |
| American Financial Advisors, LLC. | Marietta | $950.2 million | 1,861 | 6 | Not listed | (770) 977-2434 | adviserinfo.sec.gov | |
| Peachtree Group | Atlanta | $940.8 million | 3 | 79 | 3 | (404) 497-4111 | adviserinfo.sec.gov | |
| Trails Edge Capital Partners, LP | Atlanta | $933.4 million | 3 | 7 | 1 | (770) 600-9010 | adviserinfo.sec.gov | |
| Pgi Wealth Management | Alpharetta | $930.6 million | 1,235 | 9 | Not listed | (888) 493-9022 | adviserinfo.sec.gov | |
| Avego Management, LLC | Alpharetta | $917.5 million | 9 | 16 | 7 | (646) 844-0030 | adviserinfo.sec.gov | |
| Chatham Capital Group Inc | Savannah | $878.1 million | 661 | 9 | 2 | (912) 691-2320 | adviserinfo.sec.gov | |
| Carson Advisory Group | Athens | $864.9 million | 2,213 | 7 | Not listed | (706) 543-6578 | adviserinfo.sec.gov | |
| Inlight Wealth | Atlanta | $843.3 million | 845 | 6 | Not listed | (404) 551-2808 | adviserinfo.sec.gov | |
| Eagle Merchant Partners | Atlanta | $840.6 million | 17 | 22 | 17 | (404) 974-2480 | eaglemerchantpartners.com | adviserinfo.sec.gov |
| Masters Capital Management, L.L.C. | Atlanta | $804.6 million | 4 | 17 | 4 | (404) 364-2021 | masterscapital.com | adviserinfo.sec.gov |
| Veracity Capital LLC | Atlanta | $799.8 million | 1,852 | 12 | Not listed | (844) 508-7884 | adviserinfo.sec.gov | |
| Eagle Rock Investment Company, LLC | Atlanta | $786.7 million | 174 | 4 | Not listed | (404) 480-8578 | eaglerockinvest.com | adviserinfo.sec.gov |
| Regent Peak Wealth Advisors, LLC | Atlanta | $785.9 million | 1,611 | 10 | Not listed | (470) 867-3550 | regentpeakwealth.com | adviserinfo.sec.gov |
| Forthright Wealth Management, LLC | Alpharetta | $773.4 million | 1,922 | 10 | Not listed | (470) 395-4749 | forthrightwealthmanagement.com | adviserinfo.sec.gov |
| 4612 Group, LLC | Atlanta | $773.3 million | 9 | 9 | 7 | (470) 688-4606 | 4612group.com | adviserinfo.sec.gov |
| Retirement Fund Management | Atlanta | $769.7 million | 10 | 4 | Not listed | (770) 399-8803 | rfm401k.com | adviserinfo.sec.gov |
| Investment Performance Services LLC | Savannah | $763.7 million | 8 | 34 | Not listed | (912) 352-2862 | ips-net.com | adviserinfo.sec.gov |
| Beacon Global Advisor Network, LLC | Atlanta | $745.1 million | 1,833 | 61 | Not listed | (888) 679-6474 | bganetwork.com | adviserinfo.sec.gov |
| Nicholas Wealth Management | Marietta | $739.8 million | 2,250 | 19 | Not listed | (404) 890-5606 | adviserinfo.sec.gov | |
| Meadow Creek Wealth Advisors, LLC | Atlanta | $728 million | 595 | 5 | Not listed | (470) 359-9270 | meadowcreekwealthadvisors.com | adviserinfo.sec.gov |
| Smith & Howard Wealth Management, LLC | Atlanta | $726.9 million | 750 | 10 | Not listed | (404) 874-6244 | adviserinfo.sec.gov | |
| Woodstock Wealth Management, Inc. | Woodstock | $726.6 million | 2,995 | 26 | Not listed | (800) 279-4468 | assetmanagementstrategiesllc.com | adviserinfo.sec.gov |
| Anchyra Partners LLC | Atlanta | $689.2 million | 455 | 5 | Not listed | (404) 240-8799 | anchyrapartners.com | adviserinfo.sec.gov |
| Firethorn Wealth Partners, LLC | Augusta | $671.9 million | 2,323 | 9 | Not listed | (706) 426-4243 | adviserinfo.sec.gov | |
| Irc Wealth | Atlanta | $666.7 million | 1,076 | 11 | Not listed | (404) 968-9348 | adviserinfo.sec.gov | |
| Bluechip Wealth Advisors LLC | Milton | $666.4 million | 1,041 | 8 | Not listed | (770) 771-5812 | bcwealthadvisors.com | adviserinfo.sec.gov |
| Rowland Miller + Partners LLC | Atlanta | $635.9 million | 562 | 5 | Not listed | (404) 816-5350 | adviserinfo.sec.gov | |
| Sherrill & Hutchins Financial Advisory Inc | Atlanta | $623.7 million | 1,317 | 9 | Not listed | (770) 395-9797 | sherrillandhutchins.com | adviserinfo.sec.gov |
| Arcapita Investment Management US Inc. | Atlanta | $607.3 million | 8 | 8 | 8 | (404) 920-9000 | arcapita.com | adviserinfo.sec.gov |
| Wellspring Wealth Management LLC | Alpharetta | $584.8 million | 644 | 8 | Not listed | (770) 410-4088 | adviserinfo.sec.gov | |
| Persium Advisors, LLC | Atlanta | $583.6 million | 484 | 13 | Not listed | (678) 322-3000 | persiumgroup.com | adviserinfo.sec.gov |
| Epg Wealth Management LLC | Atlanta | $579.1 million | 1,194 | 14 | Not listed | (404) 809-3680 | eastpacesgroup.com | adviserinfo.sec.gov |
| Domain Timber Advisors, LLC | Atlanta | $575.9 million | 6 | 28 | Not listed | (770) 628-0700 | domaincapitalgroup.com | adviserinfo.sec.gov |
| Family WMS, LLC | Athens | $571.6 million | 554 | 8 | Not listed | (404) 961-1051 | familywms.com | adviserinfo.sec.gov |
| Altera Private Access, LLC | Atlanta | $562.4 million | 52 | 13 | 52 | (404) 537-2759 | adviserinfo.sec.gov | |
| Wealth Science Advisors LLC | Alpharetta | $558.7 million | 1,018 | 9 | Not listed | (678) 480-2681 | wealthscienceadvisors.net | adviserinfo.sec.gov |
| Weaver Capital Management, LLC | Suwanee | $537.8 million | 1,004 | 5 | Not listed | (678) 341-1333 | adviserinfo.sec.gov | |
| Novapoint Capital LLC | Atlanta | $536.2 million | 812 | 6 | Not listed | (404) 445-7885 | adviserinfo.sec.gov | |
| Financial Innovations, LLC | Atlanta | $535.2 million | 1,071 | 2 | Not listed | (404) 458-0065 | financialinnovations.biz | adviserinfo.sec.gov |
| Sardis Group, LLC | Atlanta | $531.2 million | 11 | 6 | Not listed | (404) 282-5552 | sardisgroup.com | adviserinfo.sec.gov |
| Benedict Financial Advisors, Inc. | Atlanta | $529.4 million | 724 | 7 | Not listed | (770) 671-8228 | adviserinfo.sec.gov | |
| Wiser Wealth Management, Inc | Marietta | $513.6 million | 1,491 | 11 | Not listed | (678) 905-4450 | adviserinfo.sec.gov | |
| Highbrook Capital Partners | Atlanta | $509.1 million | 596 | 6 | Not listed | (404) 850-2550 | adviserinfo.sec.gov | |
| First Advisors National, LLC | Atlanta | $505.9 million | 9,026 | 65 | Not listed | (855) 326-7427 | adviserinfo.sec.gov | |
| Investors Asset Management of Georgia Inc | Atlanta | $502 million | 772 | 9 | Not listed | (770) 394-5619 | investorsassetmanagement.com | adviserinfo.sec.gov |
| HC Advisors LLC | Sandy Springs | $500.2 million | 792 | 8 | Not listed | (404) 705-4593 | hc-adv.com | adviserinfo.sec.gov |
| Paces Ferry Wealth Advisors, LLC | Atlanta | $491.2 million | 698 | 6 | Not listed | (404) 480-5200 | adviserinfo.sec.gov | |
| Register Financial Advisors, LLC | Atlanta | $488.5 million | 850 | 15 | Not listed | (404) 364-2180 | maywealthstrategies.com | adviserinfo.sec.gov |
| Source Capital, LLC | Atlanta | $475.4 million | 19 | 18 | 19 | (404) 844-5381 | source-cap.com | adviserinfo.sec.gov |
| Cape Investment Advisory, Inc. | McDonough | $473.7 million | 1,660 | 34 | Not listed | (678) 583-1120 | glacierwealthmanagement.com | adviserinfo.sec.gov |
| Adapt Wealth Advisors, LLC | Atlanta | $469.2 million | 1,473 | 12 | Not listed | (404) 594-5559 | adaptwealthadvisors.com | adviserinfo.sec.gov |
| Sard Wealth Managment Group, LLC | Atlanta | $464 million | 1,127 | 3 | Not listed | (404) 843-4483 | adviserinfo.sec.gov | |
| TCP Management LLC | Atlanta | $463.5 million | 4 | 12 | 3 | (706) 231-1204 | adviserinfo.sec.gov | |
| Access Investment Management, LLC | Atlanta | $456.4 million | 85 | 2 | Not listed | (678) 429-4949 | accesscapital-llc.com | adviserinfo.sec.gov |
| Holcombe Financial, Inc. | Atlanta | $451.6 million | 722 | 5 | 4 | (404) 257-3317 | holcombefinancial.com | adviserinfo.sec.gov |
| Hamilton Capital Partners, LLC | Atlanta | $444 million | 218 | 5 | Not listed | (678) 802-4974 | adviserinfo.sec.gov | |
| The Lloyd Advisory Group | Suwanee | $437.6 million | 2,779 | 13 | Not listed | (770) 932-0387 | lloydadvisorygroup.com | adviserinfo.sec.gov |
| Peachtree Wealth Advisors, Inc | Atlanta | $436.8 million | 1,359 | 3 | Not listed | (404) 531-0965 | peachtreewa.com | adviserinfo.sec.gov |
| MMHP Investment Advisors | Thomasville | $435.3 million | 1,290 | 4 | Not listed | (229) 228-1822 | mmhpinvest.com | adviserinfo.sec.gov |
| Waypoint Wealth Counsel LLC | Atlanta | $433.3 million | 532 | 4 | Not listed | (404) 955-7481 | waypointwc.com | adviserinfo.sec.gov |
| Power Wealth Management | Alpharetta | $429.9 million | 718 | 10 | Not listed | (404) 889-8919 | adviserinfo.sec.gov | |
| First City Capital Management Inc | Savannah | $423.7 million | 515 | 6 | Not listed | (912) 233-5492 | fccm.us | adviserinfo.sec.gov |
| Trufp | Cumming | $421.7 million | 2,645 | 8 | Not listed | (770) 205-4394 | adviserinfo.sec.gov | |
| Adaptive Investments | Alpharetta | $421.4 million | 7 | 7 | Not listed | (888) 721-4588 | adaptiveinv.com | adviserinfo.sec.gov |
| Ferguson Shapiro LLC | Decatur | $415.2 million | 996 | 9 | Not listed | (404) 567-6771 | fergusonshapiro.com | adviserinfo.sec.gov |
| Kingsmark Private Financial Advisors, LLC | Albany | $406.5 million | 890 | 9 | Not listed | (229) 439-2348 | adviserinfo.sec.gov | |
| MCP Advisers, LLC | Atlanta | $400 million | 1 | 3 | 1 | (610) 897-0900 | adviserinfo.sec.gov | |
| Goodwin Investment Advisory | Woodstock | $397 million | 403 | 13 | Not listed | (678) 741-2370 | adviserinfo.sec.gov | |
| Kiker Wealth Management, LLC | Jasper | $395.1 million | 2,571 | 9 | Not listed | (706) 253-7285 | kikerwealth.com | adviserinfo.sec.gov |
| Private Family Wealth Advisors | Atlanta | $393.2 million | 371 | 4 | Not listed | (404) 848-0950 | adviserinfo.sec.gov | |
| Paul Manners & Associates, Inc. | Marietta | $391.7 million | 466 | 3 | Not listed | (404) 231-8611 | paulmanners.net | adviserinfo.sec.gov |
| 1776 Wealth LLC | Sandy Springs | $390.8 million | 436 | 2 | Not listed | (678) 257-2730 | 1776wealth.com | adviserinfo.sec.gov |
| Elevate Wealth Advisory, Inc. | Athens | $385.5 million | 1,706 | 13 | Not listed | (706) 353-2728 | elevate-wealth.com | adviserinfo.sec.gov |
| Agvictus Capital Management LLC | Alpharetta | $384.7 million | 3 | 5 | Not listed | (678) 387-1750 | adviserinfo.sec.gov | |
| The Strategic Financial Alliance | Atlanta | $382 million | 1,022 | 56 | Not listed | (678) 954-4000 | thesfa.net | adviserinfo.sec.gov |
| Christy Capital Management, Inc. | Macon | $376.3 million | 1,835 | 22 | Not listed | (478) 314-2160 | christycapital.com | adviserinfo.sec.gov |
| Regimen Wealth, LLC | Atlanta | $365.2 million | 738 | 6 | Not listed | (770) 738-8200 | adviserinfo.sec.gov | |
| Resurgent Advisors | Atlanta | $354.7 million | 913 | 20 | Not listed | (404) 654-0531 | encompassadvising.net | adviserinfo.sec.gov |
| Core Alternative Capital, LLC | Peachtree Corners | $354 million | 348 | 4 | Not listed | (770) 841-1893 | corealtfunds.com | adviserinfo.sec.gov |
| Southbridge Advisors, LLC | Marieta | $353.1 million | 612 | 6 | Not listed | (866) 797-8693 | southbridgeadv.com | adviserinfo.sec.gov |
| Maestria Partners LLC | Atlanta | $350.4 million | 1 | 2 | 1 | (317) 460-2929 | maestriapartners.com | adviserinfo.sec.gov |
| Bip Capital Management Services, LLC | Atlanta | $345.3 million | 17 | 6 | 17 | (404) 410-6476 | bipventures.vc | adviserinfo.sec.gov |
| Loftin Wealth Partners | Johns Creek | $344.5 million | 1,466 | 6 | Not listed | (888) 556-3846 | adviserinfo.sec.gov | |
| Ap Wealth Management | Augusta | $339.6 million | 948 | 7 | Not listed | (706) 364-4281 | adviserinfo.sec.gov | |
| Baer Wealth Management | Marietta | $334.7 million | 628 | 2 | Not listed | (770) 984-2312 | baerwealth.com | adviserinfo.sec.gov |
| Gridline | Atlanta | $332.1 million | 44 | 24 | 36 | (470) 632-6887 | adviserinfo.sec.gov | |
| Dai Wealth, LLC | Atlanta | $330 million | 2,048 | 40 | Not listed | (404) 531-7080 | goodcounselwealth.com | adviserinfo.sec.gov |
| MPWM Advisory Solutions LLC | Alpharetta | $326.9 million | 1,173 | 20 | Not listed | (678) 566-4001 | adviserinfo.sec.gov | |
| Wynn Capital | Augusta | $320.2 million | 832 | 4 | Not listed | (706) 869-3451 | wynncap.com | adviserinfo.sec.gov |
| Proactive Wealth Strategies, LLC | Marietta | $315.8 million | 1,200 | 4 | Not listed | (770) 971-4142 | adviserinfo.sec.gov | |
| O15 Capital Partners, LLC | Atlanta | $310.3 million | 2 | 9 | 2 | (404) 333-8579 | o15.com | adviserinfo.sec.gov |
| American Wealth Management, Inc. | Alpharetta | $310 million | 1,105 | 10 | Not listed | (770) 392-8741 | americanwealthmanagement.com | adviserinfo.sec.gov |
| Battle Investment Group, LLC | Atlanta | $307.9 million | 3 | 6 | 3 | (770) 298-2905 | adviserinfo.sec.gov | |
| Grove Mountain Partners, LLC | Atlanta | $307.7 million | 4 | 7 | 4 | (678) 655-6794 | grovemountainpartners.com | adviserinfo.sec.gov |
| Monterey Wealth | Atlanta | $300.1 million | 340 | 3 | Not listed | (404) 201-2285 | adviserinfo.sec.gov | |
| Tandemgrowth Financial Advisors, LLC | Alpharetta | $297 million | 664 | 4 | Not listed | (770) 641-6360 | adviserinfo.sec.gov | |
| Estate Management Counselors,Llc | Atlanta | $294.3 million | 1,018 | 4 | Not listed | (404) 250-9798 | emcadvisors.com | adviserinfo.sec.gov |
| Baugh & Associates, LLC | Atlanta | $294.2 million | 437 | 4 | Not listed | (404) 256-0268 | baughandassociates.com | adviserinfo.sec.gov |
| Chatham Capital | Atlanta | $288.9 million | 6 | 8 | 6 | (770) 618-2100 | chathamcapital.com | adviserinfo.sec.gov |
| Smith, Brown & Groover Inc. D/B/A SBG Wealth Management | Macon | $284.2 million | 722 | 7 | Not listed | (478) 474-7004 | sbgwealth.com | adviserinfo.sec.gov |
| Verisail Partners, LLC | Chamblee | $283.6 million | 1,017 | 6 | Not listed | (404) 220-7662 | adviserinfo.sec.gov | |
| Banyan Capital Management, Inc. | Atlanta | $281.7 million | 334 | 3 | Not listed | (770) 951-2129 | adviserinfo.sec.gov | |
| Conscious Wealth Investments, LLC | Atlanta | $272.8 million | 475 | 7 | Not listed | (404) 826-7747 | consciouswealthinvesting.com | adviserinfo.sec.gov |
| Bull Street Advisors | Savannah | $271.9 million | 197 | 1 | Not listed | (912) 441-5185 | bullstreetadvisors.com | adviserinfo.sec.gov |
| The Jenkins Group | Albany | $270.1 million | 458 | 5 | Not listed | (229) 883-8028 | adviserinfo.sec.gov | |
| C.W. O'Conner Wealth Advisors, Inc. | Duluth | $264.6 million | 464 | 3 | Not listed | (770) 368-9919 | adviserinfo.sec.gov | |
| Ables, Iannone, Moore & Associates, Inc. | Savannah | $258.7 million | 992 | 5 | Not listed | (912) 777-4128 | aimainc.com | adviserinfo.sec.gov |
| Bush Wealth Management | Valdosta | $258.4 million | 1,142 | 12 | Not listed | (229) 247-1474 | bushwealthmanagement.com | adviserinfo.sec.gov |
| Decatur Capital Management, Inc. | Decatur | $253.7 million | 40 | 6 | Not listed | (404) 270-9838 | decaturcapital.com | adviserinfo.sec.gov |
| Aurora Investment Counsel | Atlanta | $252.7 million | 65 | 3 | Not listed | (770) 226-5323 | aurora-invest.com | adviserinfo.sec.gov |
| Checks & Balances, Inc. | Atlanta | $251.1 million | 28 | 1 | Not listed | (404) 233-0560 | thefamilyoffices.com | adviserinfo.sec.gov |
| Journey Beyond Wealth | Roswell | $250.3 million | 412 | 6 | Not listed | (678) 331-7900 | journeybeyondwealth.com | adviserinfo.sec.gov |
| Wealth Intelligence, LLC | Columbus | $247.5 million | 414 | 5 | Not listed | (706) 571-2100 | adviserinfo.sec.gov | |
| Large and Gilbert Wealth Advisory | Atlanta | $247.4 million | 630 | 7 | Not listed | (770) 698-9816 | keystonefg.com | adviserinfo.sec.gov |
| Integras Partners, LLC | Alpharetta | $244.8 million | 567 | 5 | Not listed | (404) 941-2800 | adviserinfo.sec.gov | |
| Exit Wealth Advisors | Alpharetta | $243.2 million | 582 | 7 | Not listed | (404) 474-8513 | adviserinfo.sec.gov | |
| Anson Analytics | Tyrone | $242.2 million | 445 | 5 | Not listed | (678) 216-0795 | adviserinfo.sec.gov | |
| Caymus Equity Partners, LLC | Atlanta | $241.6 million | 12 | 11 | 12 | (404) 995-8300 | caymusequity.com | adviserinfo.sec.gov |
| Greybull Partners LLC | Atlanta | $241 million | 2 | 20 | Not listed | (404) 815-8772 | earnestpartners.com.cn | adviserinfo.sec.gov |
| Eads & Heald Wealth Management | Atlanta | $240.5 million | 229 | 6 | Not listed | (770) 988-9556 | eadsheald.com | adviserinfo.sec.gov |
| Galleria Financial Advisors, LLC | Atlanta | $239.2 million | 140 | 2 | Not listed | (770) 790-3714 | adviserinfo.sec.gov | |
| Minerva Planning Group | Decatur | $236.9 million | 551 | 6 | Not listed | (404) 816-6688 | adviserinfo.sec.gov | |
| Lanier Financial Group LLC | Athens | $236.2 million | 729 | 6 | Not listed | (404) 882-2628 | lanierfinancialgroup.com | adviserinfo.sec.gov |
| Rule One Partners, LLC | Moreland | $236.2 million | 2 | 5 | 1 | (855) 687-7853 | ruleonefund.com | adviserinfo.sec.gov |
| Legacy Planning Advisors, LLC | Suwanee | $234 million | 755 | 8 | Not listed | (770) 919-2075 | adviserinfo.sec.gov | |
| Cygnus Capital Advisors, LLC | Atlanta | $229.7 million | 6 | 8 | 1 | (404) 443-4762 | cygnuscapital.com | adviserinfo.sec.gov |
| Commonwealth Financial Planners Inc | Roswell | $227.6 million | 316 | 3 | Not listed | (770) 399-6644 | adviserinfo.sec.gov | |
| MRP Capital Investments, LLC | Alpharetta | $227.6 million | 384 | 5 | Not listed | (404) 274-7851 | adviserinfo.sec.gov | |
| Alder Financial Group Inc | Atlanta | $224.1 million | 249 | 3 | Not listed | (770) 563-8207 | alderfinancial.com | adviserinfo.sec.gov |
| Reicon Wealth Advisors, LLC | Atlanta | $220.1 million | 117 | 5 | 2 | (404) 328-2120 | reiconwealthadvisors.com | adviserinfo.sec.gov |
| San Blas Advisory, Inc. | Atlanta | $218.9 million | 665 | 13 | Not listed | (404) 704-0406 | thehendersonfinancialgroup.com | adviserinfo.sec.gov |
| Griffith & Werner, Inc. | Canton | $218.6 million | 336 | 4 | Not listed | (678) 901-4167 | griffith-werner.com | adviserinfo.sec.gov |
| Park Square Financial Group LLC | Roswell | $218.6 million | 706 | 5 | Not listed | (770) 641-1401 | adviserinfo.sec.gov | |
| Wealth With No Regrets® | Alpharetta | $214.4 million | 786 | 13 | Not listed | (678) 278-9632 | adviserinfo.sec.gov | |
| Premis Advisors, LLC | Atlanta | $213.9 million | 135 | 1 | 1 | (678) 666-5380 | premisadvisors.com | adviserinfo.sec.gov |
| Magellan Planning Group | Atlanta | $210 million | 420 | 3 | Not listed | (404) 257-8811 | magellanplanning.com | adviserinfo.sec.gov |
| Daner Wealth Management, LLC | Alpharetta | $201.7 million | 656 | 2 | Not listed | (404) 915-0128 | danerwealth.com | adviserinfo.sec.gov |
| Asset Management Group | Cartersville | $200.1 million | 1,808 | 5 | Not listed | (678) 792-5855 | assetmg-inc.com | adviserinfo.sec.gov |
| Financial Architects, LLC | Woodstock | $199.2 million | 345 | 3 | Not listed | (770) 517-8160 | financialarchitectsllc.com | adviserinfo.sec.gov |
| Townsend Wealth Management | Columbus | $194 million | 449 | 3 | Not listed | (706) 221-8200 | adviserinfo.sec.gov | |
| Capital and Planning, LLC | Jonesboro | $193.9 million | 792 | 2 | Not listed | (678) 519-5733 | capitalandplanning.com | adviserinfo.sec.gov |
| Wickham Financial & Insurance Services | Marietta | $193 million | 795 | 4 | Not listed | (770) 424-8711 | wickhamservices.com | adviserinfo.sec.gov |
| Incompass Financial Partners, LLC | Alpharetta | $192 million | 867 | 6 | Not listed | (770) 971-9141 | incompassfp.com | adviserinfo.sec.gov |
| Pierson Wealth Management | Atlanta | $192 million | 644 | 4 | Not listed | (404) 233-7272 | adviserinfo.sec.gov | |
| Phorcys Capital Partners, LLC | Alpharetta | $191.5 million | 3 | 7 | 2 | (770) 777-9373 | phorcyscp.com | adviserinfo.sec.gov |
| Xception Family Office | Atlanta | $189.3 million | 28 | 5 | Not listed | (404) 524-7900 | xceptionfamilyoffice.com | adviserinfo.sec.gov |
| CFS Wealth Management | Macon | $189.1 million | 465 | 3 | Not listed | (478) 471-1875 | cfswealth.com | adviserinfo.sec.gov |
| Elm3 Financial Group, LLC | Alpharetta | $189 million | 680 | 6 | Not listed | (678) 297-9500 | adviserinfo.sec.gov | |
| Wright Wealth LLC | Atlanta | $188.5 million | 839 | 7 | Not listed | (470) 373-1044 | adviserinfo.sec.gov | |
| Financial Consultants Group Inc | Cumming | $188.2 million | 577 | 8 | Not listed | (770) 627-2121 | adviserinfo.sec.gov | |
| Ridge Capital Management, LLC | John Creek | $186 million | 443 | 6 | Not listed | (770) 516-7747 | adviserinfo.sec.gov | |
| Ash Investment Partners, LLC | Atlanta | $185.7 million | 1 | 10 | 1 | (470) 795-5505 | adviserinfo.sec.gov | |
| Atlas Investment Advisors | Alpharetta | $184.1 million | 506 | 2 | Not listed | (770) 336-6805 | adviserinfo.sec.gov | |
| George M. Hiller Companies, LLC | Atlanta | $183 million | 429 | 5 | Not listed | (404) 365-0222 | georgehiller.com | adviserinfo.sec.gov |
| True Square Financial LLC | Atlanta | $178.8 million | 330 | 1 | Not listed | (404) 975-2720 | truesquarefinancial.com | adviserinfo.sec.gov |
| Newcorp Wealth Management | Alpharetta | $177.1 million | 579 | 3 | Not listed | (404) 996-6893 | newcorpwealth.com | adviserinfo.sec.gov |
| Chancellor Wealth Management, Inc. | Atlanta | $174 million | 399 | 3 | Not listed | (770) 661-0283 | adviserinfo.sec.gov | |
| Overlay Management, LLC | Alpharetta | $168.6 million | 41 | 16 | 40 | (770) 415-0596 | overlaycapital.com | adviserinfo.sec.gov |
| The Monitor Group, Inc. | Martinez | $167.2 million | 654 | 3 | Not listed | (706) 854-8040 | themonitorgroup.net | adviserinfo.sec.gov |
| The Keystone Financial Alliance, LLC | Atlanta | $164.7 million | 445 | 3 | Not listed | (404) 260-0710 | mykfa.com | adviserinfo.sec.gov |
| Dyche, Riley, & Selman Wealth Management | Fayetteville | $162.3 million | 270 | 4 | 12 | (770) 461-8191 | adviserinfo.sec.gov | |
| Gutt Financial Management, LLC | Atlanta | $162.1 million | 189 | 2 | Not listed | (404) 237-4188 | guttfm.com | adviserinfo.sec.gov |
| Martinwright Advisory, LLC | Atlanta | $160.7 million | 116 | 9 | Not listed | (404) 882-8756 | mwadvisory.com | adviserinfo.sec.gov |
| Wiregrass Asset Management | Thomasville | $159.7 million | 400 | 3 | Not listed | (229) 226-0111 | adviserinfo.sec.gov | |
| Starr-Mathews Financial, LLC | Calhoun | $158.6 million | 233 | 6 | Not listed | (706) 624-4080 | starrbenefits.com | adviserinfo.sec.gov |
| Georgia Wealth Partners, LLC | Griffin | $157.5 million | 759 | 4 | Not listed | (678) 510-5280 | georgiawealthpartners.com | adviserinfo.sec.gov |
| Covey Capital Advisors, LLC | Atlanta | $156.5 million | 36 | 1 | Not listed | (404) 442-2772 | adviserinfo.sec.gov | |
| Lynx Capital, LLC | Atlanta | $154.5 million | 6 | 6 | 6 | (770) 448-7047 | lynxcapitalfunds.com | adviserinfo.sec.gov |
| Maven Capital Partners, LLC | Atlanta | $152.9 million | 24 | 5 | 3 | (404) 798-7612 | adviserinfo.sec.gov | |
| West Elk Capital, LLC | Atlanta | $152.3 million | 1 | 2 | 1 | (404) 551-3551 | westelkcapital.com | adviserinfo.sec.gov |
| The Renn Wealth Management Group, Inc. | Atlanta | $151.9 million | 229 | 4 | Not listed | (404) 467-9882 | rennwealth.com | adviserinfo.sec.gov |
| Trademark Capital Management Inc. | Watkinsville | $150.8 million | 521 | 7 | 2 | (706) 534-2351 | adviserinfo.sec.gov | |
| Unified Investment Management | Atlanta | $150.6 million | 263 | 2 | Not listed | (404) 920-4768 | unifiedim.com | adviserinfo.sec.gov |
| Parrish Capital, LLC | Kennesaw | $150 million | 410 | 3 | Not listed | (800) 618-1940 | parrishcapital.com | adviserinfo.sec.gov |
| Sanders & Scott, CHFC | Watkinsville | $148.8 million | 699 | 3 | Not listed | (770) 760-8933 | sandersandscott.com | adviserinfo.sec.gov |
| Peachcap Tax & Advisory, LLC | Atlanta | $147.5 million | 598 | 4 | Not listed | (404) 220-8958 | idexfinancial.com | adviserinfo.sec.gov |
| Crown Management Advisors, LLC | Atlanta | $142.2 million | 1 | 6 | 1 | (404) 389-9045 | adviserinfo.sec.gov | |
| J. L. Perkins Wealth Management, LLC | Macon | $142.2 million | 691 | 8 | Not listed | (478) 254-3550 | myretirementclarity.com | adviserinfo.sec.gov |
| Fsam LLC | Alpharetta | $138.4 million | 158 | 14 | Not listed | (770) 777-9373 | fssec.com | adviserinfo.sec.gov |
| Linx Partners, LLC | Atlanta | $131.4 million | 7 | 4 | 7 | (770) 818-0335 | linxpartners.com | adviserinfo.sec.gov |
| Financial Potential Wealth Management | Gainesville | $130 million | 227 | 2 | Not listed | (770) 287-8718 | yourfinancialpotential.com | adviserinfo.sec.gov |
| St. John & Associates, Inc. | Roswell | $128.4 million | 666 | 6 | Not listed | (770) 642-7631 | adviserinfo.sec.gov | |
| Networth Financial Services, LLC | Johns Creek | $128.1 million | 335 | 5 | Not listed | (678) 319-0111 | adviserinfo.sec.gov | |
| The Marin Group Inc. | Atlanta | $128.1 million | 147 | 2 | Not listed | (404) 607-8014 | maringroup.com | adviserinfo.sec.gov |
| The Advisory Firm | Alpharetta | $126.4 million | 401 | 1 | Not listed | (678) 566-3711 | theadvisoryfirm.net | adviserinfo.sec.gov |
| Vip Wealth Advisors | Decatur | $126.1 million | 206 | 1 | Not listed | (917) 319-8281 | vipwealthadvisors.com | adviserinfo.sec.gov |
| Berkeley Advisors, Inc. | Atlanta | $125.3 million | 314 | 2 | Not listed | (404) 580-9560 | berkeleyadvisors.com | adviserinfo.sec.gov |
| T.R.U.E. Coastal Capital, LLC | Savannah | $124.1 million | 416 | 4 | Not listed | (912) 234-3657 | adviserinfo.sec.gov | |
| Wassaw Sound Management, LLC | Savannah | $122.7 million | 15 | 3 | Not listed | (404) 831-5109 | adviserinfo.sec.gov | |
| Strickland Davis Advisors LLC | Marietta | $121.3 million | 203 | 3 | Not listed | (770) 977-6892 | adviserinfo.sec.gov | |
| American Wealth Advisors, LLC | Johns Creek | $120.2 million | 321 | 3 | Not listed | (770) 814-7236 | americanwealthadvisors.com | adviserinfo.sec.gov |
| Sentara Capital | Marietta | $119.6 million | 493 | 3 | Not listed | (770) 509-5305 | sentaracapital.com | adviserinfo.sec.gov |
| CMC Financial Group, LLC | Atlanta | $119.3 million | 365 | 4 | Not listed | (678) 690-8800 | cmcfg.com | adviserinfo.sec.gov |
| Financial Discovery | Atlanta | $118.3 million | 343 | 3 | Not listed | (404) 816-0160 | financialdiscovery.net | adviserinfo.sec.gov |
| Cornerstone Financial | Atlanta | $118 million | 313 | 3 | Not listed | (404) 874-3111 | corstonefinancial.com | adviserinfo.sec.gov |
| McCormack Financial Planning Inc. | Atlanta | $115.7 million | 549 | 3 | Not listed | (404) 236-7316 | mccormackfp.com | adviserinfo.sec.gov |
| Infinite Giving Advisory Services, Inc. | Atlanta | $112.8 million | 364 | 10 | Not listed | (888) 926-4483 | adviserinfo.sec.gov | |
| Fully Financial | Athens | $111.1 million | 561 | 3 | Not listed | (706) 389-8426 | fullyfin.com | adviserinfo.sec.gov |
Advisers in Georgia that manage private funds
114 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Bip Capital | Atlanta | GA | 61 | Not listed | 8 | 53 | Not listed | $1.10 billion | $1.29 billion | adviserinfo.sec.gov |
| Altera Private Access, LLC | Atlanta | GA | 52 | Not listed | 20 | 8 | 20 | $562.4 million | $562.4 million | adviserinfo.sec.gov |
| Bluearc Capital Management | Atlanta | GA | 43 | Not listed | Not listed | Not listed | Not listed | $2.47 billion | $2.44 billion | adviserinfo.sec.gov |
| Overlay Management, LLC | Alpharetta | GA | 40 | Not listed | 36 | 4 | Not listed | $168.1 million | $168.6 million | adviserinfo.sec.gov |
| Gridline | Atlanta | GA | 36 | Not listed | 13 | 1 | Not listed | $301.8 million | $332.1 million | adviserinfo.sec.gov |
| Domain Capital Advisors, LLC | Atlanta | GA | 33 | Not listed | 11 | Not listed | Not listed | $7.27 billion | $7.27 billion | adviserinfo.sec.gov |
| Invesco Advisers, Inc. | Atlanta | GA | 30 | 12 | Not listed | Not listed | 3 | $64.45 billion | $749.52 billion | adviserinfo.sec.gov |
| Sovereign's Capital Management, LLC | Atlanta | GA | 25 | 1 | 15 | 6 | 2 | $1.17 billion | $1.28 billion | adviserinfo.sec.gov |
| HB Wealth | Atlanta | GA | 24 | Not listed | 17 | Not listed | 7 | $860.3 million | $30.16 billion | adviserinfo.sec.gov |
| Shadow Ventures, LLC | Atlanta | GA | 22 | Not listed | Not listed | 22 | Not listed | $58.1 million | Not listed | adviserinfo.sec.gov |
| Jamestown, L.P. | Atlanta | GA | 21 | Not listed | Not listed | Not listed | 10 | $6.82 billion | $7.06 billion | adviserinfo.sec.gov |
| Argonne Capital Group, LLC | Atlanta | GA | 19 | Not listed | 17 | Not listed | 2 | $1.68 billion | $1.68 billion | adviserinfo.sec.gov |
| Source Capital, LLC | Atlanta | GA | 19 | Not listed | 19 | Not listed | Not listed | $456.4 million | $475.4 million | adviserinfo.sec.gov |
| Eagle Merchant Partners | Atlanta | GA | 17 | Not listed | 17 | Not listed | Not listed | $840.6 million | $840.6 million | adviserinfo.sec.gov |
| Bip Capital Management Services, LLC | Atlanta | GA | 17 | Not listed | 8 | 9 | Not listed | $345.3 million | $345.3 million | adviserinfo.sec.gov |
| Roark Capital Management, LLC | Atlanta | GA | 14 | Not listed | 14 | Not listed | Not listed | $34.18 billion | $34.18 billion | adviserinfo.sec.gov |
| TTV Capital | Atlanta | GA | 14 | Not listed | Not listed | 14 | Not listed | $910.2 million | Not listed | adviserinfo.sec.gov |
| Godwin Capital Group, LLC | Atlanta | GA | 13 | 3 | 10 | Not listed | Not listed | $185.2 million | $1.13 billion | adviserinfo.sec.gov |
| Caymus Equity Partners, LLC | Atlanta | GA | 12 | Not listed | 12 | Not listed | Not listed | $217.8 million | $241.6 million | adviserinfo.sec.gov |
| Dyche, Riley, & Selman Wealth Management | Fayetteville | GA | 12 | Not listed | Not listed | Not listed | 12 | $30.7 million | $162.3 million | adviserinfo.sec.gov |
| Tech Square Ventures | Atlanta | GA | 11 | Not listed | Not listed | 11 | Not listed | $233.1 million | Not listed | adviserinfo.sec.gov |
| Resurgens Technology Advisors, L.P. | Atlanta | GA | 10 | Not listed | 10 | Not listed | Not listed | $2.17 billion | $2.17 billion | adviserinfo.sec.gov |
| Infinity Capital Advisors, LLC | Atlanta | GA | 10 | 10 | Not listed | Not listed | Not listed | $1.38 billion | $1.53 billion | adviserinfo.sec.gov |
| Angel Oak Capital Advisors, LLC | Atlanta | GA | 9 | 9 | Not listed | Not listed | Not listed | $1.73 billion | $11.49 billion | adviserinfo.sec.gov |
| Gid Multifamily Investment Management LLC | Atlanta | GA | 8 | 3 | 1 | Not listed | 4 | $5.89 billion | $5.89 billion | adviserinfo.sec.gov |
| Fulcrum Equity Partners, Inc. | Atlanta | GA | 8 | Not listed | Not listed | 8 | Not listed | $1.16 billion | $1.16 billion | adviserinfo.sec.gov |
| Berkeley Capital Partners, LLC | Milton | GA | 8 | Not listed | 6 | Not listed | Not listed | $245.7 million | $1.10 billion | adviserinfo.sec.gov |
| Arcapita Investment Management US Inc. | Atlanta | GA | 8 | Not listed | 6 | Not listed | 2 | $607.3 million | $607.3 million | adviserinfo.sec.gov |
| Sabertooth Capital | Atlanta | GA | 8 | Not listed | Not listed | 8 | Not listed | $91 million | Not listed | adviserinfo.sec.gov |
| Southeast Asset Advisors, LLC | Thomasville | GA | 7 | Not listed | 3 | Not listed | Not listed | $443.8 million | $4.20 billion | adviserinfo.sec.gov |
| Bay Point Advisors, LLC | Atlanta | GA | 7 | 4 | 3 | Not listed | Not listed | $1.84 billion | $1.03 billion | adviserinfo.sec.gov |
| Avego Management, LLC | Alpharetta | GA | 7 | 3 | 3 | 1 | Not listed | $917.5 million | $917.5 million | adviserinfo.sec.gov |
| 4612 Group, LLC | Atlanta | GA | 7 | Not listed | Not listed | Not listed | Not listed | $265.1 million | $773.3 million | adviserinfo.sec.gov |
| Linx Partners, LLC | Atlanta | GA | 7 | Not listed | 7 | Not listed | Not listed | $216.9 million | $131.4 million | adviserinfo.sec.gov |
| Earnest Partners, LLC | Atlanta | GA | 6 | Not listed | Not listed | Not listed | Not listed | $1.92 billion | $42.61 billion | adviserinfo.sec.gov |
| Balentine | Atlanta | GA | 6 | Not listed | 6 | Not listed | Not listed | $165.6 million | $5.54 billion | adviserinfo.sec.gov |
| Timberland Investment Resources, LLC | Atlanta | GA | 6 | Not listed | Not listed | Not listed | 6 | $686 million | $1.98 billion | adviserinfo.sec.gov |
| Chatham Capital | Atlanta | GA | 6 | 6 | Not listed | Not listed | Not listed | $223.5 million | $288.9 million | adviserinfo.sec.gov |
| Lynx Capital, LLC | Atlanta | GA | 6 | Not listed | Not listed | Not listed | 6 | $154.5 million | $154.5 million | adviserinfo.sec.gov |
| Forte Ventures | Atlanta | GA | 6 | Not listed | Not listed | 6 | Not listed | $54.4 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Georgia
6 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| E.T.S. Wealth Management, LLC | Hoschton | GA | October 30, 2026 | Not listed | etswealth.com | adviserinfo.sec.gov |
| Stribling-Whalen Financial Group | Gainesville | GA | September 30, 2026 | Not listed | adviserinfo.sec.gov | |
| Legacy Partners Financial Group, LLC | Woodstock | GA | September 29, 2026 | $107.6 million | mylpfg.com | adviserinfo.sec.gov |
| BCM Fixed Income | Atlanta | GA | September 23, 2026 | Not listed | bcmfi.com | adviserinfo.sec.gov |
| Generational Financial Partners, LLC | Atlanta | GA | August 10, 2026 | Not listed | genfipartners.com | adviserinfo.sec.gov |
| The Marin Group Inc. | Atlanta | GA | August 5, 2026 | $128.1 million | maringroup.com | adviserinfo.sec.gov |
Cities in Georgia
| City | Advisers | AUM |
|---|---|---|
| Atlanta | 218 | $1.34 trillion |
| Alpharetta | 32 | $69.25 billion |
| Marietta | 14 | $10.17 billion |
| Savannah | 10 | $7.20 billion |
More ways to read Georgia
- Advisers in Georgia with $10 billion to $100 billion in AUM
- Advisers in Georgia with $1 billion to $10 billion in AUM
- Advisers in Georgia with $500 million to $1 billion in AUM
- Advisers in Georgia with $100 million to $500 million in AUM
- Advisers in Georgia serving individuals
- Advisers in Georgia serving high net worth individuals
- Advisers in Georgia serving investment companies
- Advisers in Georgia serving pooled investment vehicles
- Advisers in Georgia serving pension and profit sharing plans
- Advisers in Georgia serving charitable organizations
- Advisers in Georgia serving state and municipal governments
- Advisers in Georgia serving other investment advisers
- Advisers in Georgia serving insurance companies
- Advisers in Georgia serving corporations and other businesses
- Private fund advisers in 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.