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Investment advisers in Georgia: 366 firms, page 2

The full lists. Investment advisers in Georgia: 366 rows, $18.30, or the new rows each week for $19 a month. Investment advisers (SEC registered and exempt reporting): 24,111 rows, $321.11, or the new rows each week for $19 a month. $10 of credit on sign-up, no card. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (legal name, CRD number, SEC number, registration, SEC status, SEC status effective and 17 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.

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Updated November 10, 2026. Source: the SEC's Form ADV data files for investment advisers.

Largest advisers by AUM, 301 to 366 of 366, in the same order as page 1.

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.

Largest advisers by AUM, page 2

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Evans Wealth ManagementDuluth$111.1 million5322Not listed(770) 828-8303evanswealthmanagement.comadviserinfo.sec.gov
Alpha Financial Management, Inc.Savannah$109.4 million5434Not listed(912) 353-9343michaeldayoub.wordpress.comadviserinfo.sec.gov
Arch Partners Wealth Management, Inc.Watkinsville$109.2 million5683Not listed(706) 850-8877archpartnerswealth.comadviserinfo.sec.gov
Skypoint Capital Advisors, LLCAtlanta$109 million11Not listed(844) 385-1050skypointfunds.comadviserinfo.sec.gov
Capital Endurance Group, IncAlpharetta$108.8 million2923Not listed(470) 375-6663adviserinfo.sec.gov
Legacy Partners Financial Group, LLCWoodstock$107.6 million51710Not listed(678) 388-2233mylpfg.comadviserinfo.sec.gov
Horse Cove Partners LLCAtlanta$106.6 million549Not listed(678) 905-5723horsecovepartners.comadviserinfo.sec.gov
Wealth EngagementAtlanta$105 million1043Not listed(917) 826-5955wealthengagement.comadviserinfo.sec.gov
Tuttle Wealth Partners LLCBrookhaven$104.2 million6887Not listed(800) 871-1219tuttlewealth.comadviserinfo.sec.gov
Carter, Terry & Company, Inc.Atlanta$104 million16833Not listed(404) 364-2070carterterry.comadviserinfo.sec.gov
34 Financial, LLCAtlanta$101 million934Not listed(404) 383-2100trgwm.comadviserinfo.sec.gov
Harbinger Sports PartnersAtlanta$100 million1151(443) 745-7813harbingersportspartners.comadviserinfo.sec.gov
Global Investment AdvisoryMcDonough$71.8 million3529Not listed(678) 583-1120globalria.comadviserinfo.sec.gov
Collective Wealth Partners, LLCAtlanta$59.9 million4386Not listed(404) 633-9952adviserinfo.sec.gov
KDHB V Capital Management, LLCAtlanta$54.8 million111(404) 815-4533adviserinfo.sec.gov
Infinity Credit Advisory, LLCAtlanta$53.5 million111(404) 458-4448infinityfundsadviserinfo.sec.gov
Capital Management Advisors IncMarietta$52 million1984Not listed(770) 422-4606ccmcma.comadviserinfo.sec.gov
Concourse Capital Advisors, LLCAtlanta$36.1 million11Not listed(404) 751-0100concoursecap.comadviserinfo.sec.gov
Prce Management LLCAlpharetta$22.2 million151(770) 777-9373adviserinfo.sec.gov
Wolverine Investment Advisors, LLCAtlanta$1.4 million93Not listed(866) 504-0975wolverineinvestmentadvisors.comadviserinfo.sec.gov
Oppenheimerfunds IncAtlanta$827,6841151(404) 892-0896adviserinfo.sec.gov
Timberlink LLCJohns Creek$594,01112Not listed(678) 638-6184timberlink.netadviserinfo.sec.gov
Greenwood Investment Advisors, LLCAtlanta$229,1973,8182Not listed(866) 659-4458gogreenwood.comadviserinfo.sec.gov
Shadow Ventures, LLCAtlantaNot listedNot listedNot listed22(404) 479-7943shadow.vcadviserinfo.sec.gov
TTV CapitalAtlantaNot listedNot listedNot listed14(404) 347-8400ttvcapital.comadviserinfo.sec.gov
Tech Square VenturesAtlantaNot listedNot listedNot listed11(470) 832-2043adviserinfo.sec.gov
Sabertooth CapitalAtlantaNot listedNot listedNot listed8(404) 538-9497sabertooth.vcadviserinfo.sec.gov
Forte VenturesAtlantaNot listedNot listedNot listed6(404) 480-3090forteventures.comadviserinfo.sec.gov
Valor VenturesAtlantaNot listedNot listedNot listed5(404) 232-5700valor.vcadviserinfo.sec.gov
Cassius Family Management LLCAtlantaNot listedNot listedNot listed4(404) 519-8704adviserinfo.sec.gov
Noro-Moseley PartnersAtlantaNot listedNot listedNot listed4(404) 233-1966adviserinfo.sec.gov
Steelsky VenturesAtlantaNot listedNot listedNot listed4(310) 422-7032steelskyventures.comadviserinfo.sec.gov
Techoperators, LLCAtlantaNot listedNot listedNot listed4(404) 537-2533techoperators.comadviserinfo.sec.gov
Consequent Capital Investments, LLCAtlantaNot listedNot listedNot listed3(404) 883-2500consequentgroup.comadviserinfo.sec.gov
Fenbushi Associates, LLCDuluthNot listedNot listedNot listed3(678) 203-6791fenbushiassociates.comadviserinfo.sec.gov
Forte Capital Management III L.L.C.AtlantaNot listedNot listedNot listed3(404) 480-3090forteventures.comadviserinfo.sec.gov
Itc Broadband Manager LLCWest PointNot listedNot listedNot listed3(762) 888-0648adviserinfo.sec.gov
Jam Special Opportunity VenturesAtlantaNot listedNot listedNot listed3adviserinfo.sec.gov
New Voices Advisors, LLCAtlantaNot listedNot listedNot listed3(929) 450-6416newvoicesfund.comadviserinfo.sec.gov
Open Opportunity Management, LLCAtlantaNot listedNot listedNot listed3(404) 941-4004theopportunityfund.comadviserinfo.sec.gov
Rangewater Investment Management, LLCAtlantaNot listedNot listedNot listed3(678) 961-9200rangewaterre.comadviserinfo.sec.gov
Silicon Road VenturesAtlantaNot listedNot listedNot listed3(404) 512-0091adviserinfo.sec.gov
Akg Capital Management LLCAtlantaNot listedNot listedNot listed2(404) 697-8129adviserinfo.sec.gov
Collab Capital, LLCAtlantaNot listedNot listedNot listed2(404) 641-6393adviserinfo.sec.gov
Croft & Bender, LPAtlantaNot listedNot listedNot listed2(404) 841-3131adviserinfo.sec.gov
Discipline Strategies Management, LPAtlantaNot listed072(404) 531-7103adviserinfo.sec.gov
Gondor Advisors, LLCAtlantaNot listedNot listedNot listed2(929) 888-3614gondorcap.comadviserinfo.sec.gov
Homegrown Financing, Inc.AtlantaNot listedNot listedNot listed2(678) 367-4105joinhomegrown.comadviserinfo.sec.gov
Knoll Ventures Management, LLCAtlantaNot listedNot listedNot listed2(404) 983-4007knollventures.comadviserinfo.sec.gov
NRD Capital Management II, LLCAtlantaNot listedNot listedNot listed2(404) 865-3342nrdcapital.comadviserinfo.sec.gov
Seedtob Management Company, LLCSuwaneeNot listedNot listedNot listed2(770) 940-6833seedtob.comadviserinfo.sec.gov
Acropolis Partners LLCWatkinsvilleNot listedNot listedNot listed1(706) 389-0210adviserinfo.sec.gov
DM Capital Management, LLCDecaturNot listedNot listedNot listed1(404) 593-8977dmcinvestors.comadviserinfo.sec.gov
Direct Investment Advisor LLCMiltonNot listedNot listedNot listed1(201) 370-7888adviserinfo.sec.gov
Highland View Capital, LLCAtlantaNot listedNot listedNot listed1(706) 372-5040adviserinfo.sec.gov
Iref Capital Partners LLCAtlantaNot listedNot listedNot listed1(404) 480-2080irefcapital.comadviserinfo.sec.gov
J. P. Brinker Uys & Co., LLCAtlantaNot listedNot listedNot listed1(678) 653-8212brinker-uys.comadviserinfo.sec.gov
NRD of I Management Company, LLCAtlantaNot listedNot listedNot listed1(404) 865-3342adviserinfo.sec.gov
NWX Management LLCMariettaNot listedNot listedNot listed1(689) 249-2281adviserinfo.sec.gov
755 FinancialWoodstockNot listed04Not listed(678) 567-7915755financial.comadviserinfo.sec.gov
BCM Fixed IncomeAtlantaNot listed06Not listed(404) 668-9190bcmfi.comadviserinfo.sec.gov
Consequent Capital Management, LLCAtlantaNot listed03Not listed(404) 883-2500consequentgroup.comadviserinfo.sec.gov
E.T.S. Wealth Management, LLCHoschtonNot listed06Not listed(770) 904-1978etswealth.comadviserinfo.sec.gov
Generational Financial Partners, LLCAtlantaNot listed010Not listed(770) 559-0815genfipartners.comadviserinfo.sec.gov
Greenlight Investment AdvisorsAtlantaNot listed06Not listed(888) 483-2645adviserinfo.sec.gov
Stribling-Whalen Financial GroupGainesvilleNot listed07Not listed(678) 989-0048adviserinfo.sec.gov

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.

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