Data / Investment advisers / Georgia / Page 2
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.
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
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Evans Wealth Management | Duluth | $111.1 million | 532 | 2 | Not listed | (770) 828-8303 | evanswealthmanagement.com | adviserinfo.sec.gov |
| Alpha Financial Management, Inc. | Savannah | $109.4 million | 543 | 4 | Not listed | (912) 353-9343 | michaeldayoub.wordpress.com | adviserinfo.sec.gov |
| Arch Partners Wealth Management, Inc. | Watkinsville | $109.2 million | 568 | 3 | Not listed | (706) 850-8877 | archpartnerswealth.com | adviserinfo.sec.gov |
| Skypoint Capital Advisors, LLC | Atlanta | $109 million | 1 | 1 | Not listed | (844) 385-1050 | skypointfunds.com | adviserinfo.sec.gov |
| Capital Endurance Group, Inc | Alpharetta | $108.8 million | 292 | 3 | Not listed | (470) 375-6663 | adviserinfo.sec.gov | |
| Legacy Partners Financial Group, LLC | Woodstock | $107.6 million | 517 | 10 | Not listed | (678) 388-2233 | mylpfg.com | adviserinfo.sec.gov |
| Horse Cove Partners LLC | Atlanta | $106.6 million | 54 | 9 | Not listed | (678) 905-5723 | horsecovepartners.com | adviserinfo.sec.gov |
| Wealth Engagement | Atlanta | $105 million | 104 | 3 | Not listed | (917) 826-5955 | wealthengagement.com | adviserinfo.sec.gov |
| Tuttle Wealth Partners LLC | Brookhaven | $104.2 million | 688 | 7 | Not listed | (800) 871-1219 | tuttlewealth.com | adviserinfo.sec.gov |
| Carter, Terry & Company, Inc. | Atlanta | $104 million | 168 | 33 | Not listed | (404) 364-2070 | carterterry.com | adviserinfo.sec.gov |
| 34 Financial, LLC | Atlanta | $101 million | 93 | 4 | Not listed | (404) 383-2100 | trgwm.com | adviserinfo.sec.gov |
| Harbinger Sports Partners | Atlanta | $100 million | 1 | 15 | 1 | (443) 745-7813 | harbingersportspartners.com | adviserinfo.sec.gov |
| Global Investment Advisory | McDonough | $71.8 million | 352 | 9 | Not listed | (678) 583-1120 | globalria.com | adviserinfo.sec.gov |
| Collective Wealth Partners, LLC | Atlanta | $59.9 million | 438 | 6 | Not listed | (404) 633-9952 | adviserinfo.sec.gov | |
| KDHB V Capital Management, LLC | Atlanta | $54.8 million | 1 | 1 | 1 | (404) 815-4533 | adviserinfo.sec.gov | |
| Infinity Credit Advisory, LLC | Atlanta | $53.5 million | 1 | 1 | 1 | (404) 458-4448 | infinityfunds | adviserinfo.sec.gov |
| Capital Management Advisors Inc | Marietta | $52 million | 198 | 4 | Not listed | (770) 422-4606 | ccmcma.com | adviserinfo.sec.gov |
| Concourse Capital Advisors, LLC | Atlanta | $36.1 million | 1 | 1 | Not listed | (404) 751-0100 | concoursecap.com | adviserinfo.sec.gov |
| Prce Management LLC | Alpharetta | $22.2 million | 1 | 5 | 1 | (770) 777-9373 | adviserinfo.sec.gov | |
| Wolverine Investment Advisors, LLC | Atlanta | $1.4 million | 9 | 3 | Not listed | (866) 504-0975 | wolverineinvestmentadvisors.com | adviserinfo.sec.gov |
| Oppenheimerfunds Inc | Atlanta | $827,684 | 1 | 15 | 1 | (404) 892-0896 | adviserinfo.sec.gov | |
| Timberlink LLC | Johns Creek | $594,011 | 1 | 2 | Not listed | (678) 638-6184 | timberlink.net | adviserinfo.sec.gov |
| Greenwood Investment Advisors, LLC | Atlanta | $229,197 | 3,818 | 2 | Not listed | (866) 659-4458 | gogreenwood.com | adviserinfo.sec.gov |
| Shadow Ventures, LLC | Atlanta | Not listed | Not listed | Not listed | 22 | (404) 479-7943 | shadow.vc | adviserinfo.sec.gov |
| TTV Capital | Atlanta | Not listed | Not listed | Not listed | 14 | (404) 347-8400 | ttvcapital.com | adviserinfo.sec.gov |
| Tech Square Ventures | Atlanta | Not listed | Not listed | Not listed | 11 | (470) 832-2043 | adviserinfo.sec.gov | |
| Sabertooth Capital | Atlanta | Not listed | Not listed | Not listed | 8 | (404) 538-9497 | sabertooth.vc | adviserinfo.sec.gov |
| Forte Ventures | Atlanta | Not listed | Not listed | Not listed | 6 | (404) 480-3090 | forteventures.com | adviserinfo.sec.gov |
| Valor Ventures | Atlanta | Not listed | Not listed | Not listed | 5 | (404) 232-5700 | valor.vc | adviserinfo.sec.gov |
| Cassius Family Management LLC | Atlanta | Not listed | Not listed | Not listed | 4 | (404) 519-8704 | adviserinfo.sec.gov | |
| Noro-Moseley Partners | Atlanta | Not listed | Not listed | Not listed | 4 | (404) 233-1966 | adviserinfo.sec.gov | |
| Steelsky Ventures | Atlanta | Not listed | Not listed | Not listed | 4 | (310) 422-7032 | steelskyventures.com | adviserinfo.sec.gov |
| Techoperators, LLC | Atlanta | Not listed | Not listed | Not listed | 4 | (404) 537-2533 | techoperators.com | adviserinfo.sec.gov |
| Consequent Capital Investments, LLC | Atlanta | Not listed | Not listed | Not listed | 3 | (404) 883-2500 | consequentgroup.com | adviserinfo.sec.gov |
| Fenbushi Associates, LLC | Duluth | Not listed | Not listed | Not listed | 3 | (678) 203-6791 | fenbushiassociates.com | adviserinfo.sec.gov |
| Forte Capital Management III L.L.C. | Atlanta | Not listed | Not listed | Not listed | 3 | (404) 480-3090 | forteventures.com | adviserinfo.sec.gov |
| Itc Broadband Manager LLC | West Point | Not listed | Not listed | Not listed | 3 | (762) 888-0648 | adviserinfo.sec.gov | |
| Jam Special Opportunity Ventures | Atlanta | Not listed | Not listed | Not listed | 3 | adviserinfo.sec.gov | ||
| New Voices Advisors, LLC | Atlanta | Not listed | Not listed | Not listed | 3 | (929) 450-6416 | newvoicesfund.com | adviserinfo.sec.gov |
| Open Opportunity Management, LLC | Atlanta | Not listed | Not listed | Not listed | 3 | (404) 941-4004 | theopportunityfund.com | adviserinfo.sec.gov |
| Rangewater Investment Management, LLC | Atlanta | Not listed | Not listed | Not listed | 3 | (678) 961-9200 | rangewaterre.com | adviserinfo.sec.gov |
| Silicon Road Ventures | Atlanta | Not listed | Not listed | Not listed | 3 | (404) 512-0091 | adviserinfo.sec.gov | |
| Akg Capital Management LLC | Atlanta | Not listed | Not listed | Not listed | 2 | (404) 697-8129 | adviserinfo.sec.gov | |
| Collab Capital, LLC | Atlanta | Not listed | Not listed | Not listed | 2 | (404) 641-6393 | adviserinfo.sec.gov | |
| Croft & Bender, LP | Atlanta | Not listed | Not listed | Not listed | 2 | (404) 841-3131 | adviserinfo.sec.gov | |
| Discipline Strategies Management, LP | Atlanta | Not listed | 0 | 7 | 2 | (404) 531-7103 | adviserinfo.sec.gov | |
| Gondor Advisors, LLC | Atlanta | Not listed | Not listed | Not listed | 2 | (929) 888-3614 | gondorcap.com | adviserinfo.sec.gov |
| Homegrown Financing, Inc. | Atlanta | Not listed | Not listed | Not listed | 2 | (678) 367-4105 | joinhomegrown.com | adviserinfo.sec.gov |
| Knoll Ventures Management, LLC | Atlanta | Not listed | Not listed | Not listed | 2 | (404) 983-4007 | knollventures.com | adviserinfo.sec.gov |
| NRD Capital Management II, LLC | Atlanta | Not listed | Not listed | Not listed | 2 | (404) 865-3342 | nrdcapital.com | adviserinfo.sec.gov |
| Seedtob Management Company, LLC | Suwanee | Not listed | Not listed | Not listed | 2 | (770) 940-6833 | seedtob.com | adviserinfo.sec.gov |
| Acropolis Partners LLC | Watkinsville | Not listed | Not listed | Not listed | 1 | (706) 389-0210 | adviserinfo.sec.gov | |
| DM Capital Management, LLC | Decatur | Not listed | Not listed | Not listed | 1 | (404) 593-8977 | dmcinvestors.com | adviserinfo.sec.gov |
| Direct Investment Advisor LLC | Milton | Not listed | Not listed | Not listed | 1 | (201) 370-7888 | adviserinfo.sec.gov | |
| Highland View Capital, LLC | Atlanta | Not listed | Not listed | Not listed | 1 | (706) 372-5040 | adviserinfo.sec.gov | |
| Iref Capital Partners LLC | Atlanta | Not listed | Not listed | Not listed | 1 | (404) 480-2080 | irefcapital.com | adviserinfo.sec.gov |
| J. P. Brinker Uys & Co., LLC | Atlanta | Not listed | Not listed | Not listed | 1 | (678) 653-8212 | brinker-uys.com | adviserinfo.sec.gov |
| NRD of I Management Company, LLC | Atlanta | Not listed | Not listed | Not listed | 1 | (404) 865-3342 | adviserinfo.sec.gov | |
| NWX Management LLC | Marietta | Not listed | Not listed | Not listed | 1 | (689) 249-2281 | adviserinfo.sec.gov | |
| 755 Financial | Woodstock | Not listed | 0 | 4 | Not listed | (678) 567-7915 | 755financial.com | adviserinfo.sec.gov |
| BCM Fixed Income | Atlanta | Not listed | 0 | 6 | Not listed | (404) 668-9190 | bcmfi.com | adviserinfo.sec.gov |
| Consequent Capital Management, LLC | Atlanta | Not listed | 0 | 3 | Not listed | (404) 883-2500 | consequentgroup.com | adviserinfo.sec.gov |
| E.T.S. Wealth Management, LLC | Hoschton | Not listed | 0 | 6 | Not listed | (770) 904-1978 | etswealth.com | adviserinfo.sec.gov |
| Generational Financial Partners, LLC | Atlanta | Not listed | 0 | 10 | Not listed | (770) 559-0815 | genfipartners.com | adviserinfo.sec.gov |
| Greenlight Investment Advisors | Atlanta | Not listed | 0 | 6 | Not listed | (888) 483-2645 | adviserinfo.sec.gov | |
| Stribling-Whalen Financial Group | Gainesville | Not listed | 0 | 7 | Not listed | (678) 989-0048 | adviserinfo.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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