Research Report · 2026-02-28
Largest Registered Investment Advisers in Atlanta
Atlanta SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
35
Total AUM
$17.39B
Median AUM
$281.7M
Latest Filing
2026-02-28
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | HOLBROOK HOLDINGS, INC. | ATLANTA | 283258 | $3.78B | 14 | 2026-02-28 | → |
| 2 | BLUEARC CAPITAL MANAGEMENT, LLC | ATLANTA | 167233 | $2.44B | 11 | 2025-12-31 | → |
| 3 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
| 4 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 5 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 6 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 7 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 8 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 9 | MONTAG & CALDWELL LLC | ATLANTA | 104841 | $577.0M | 14 | 2025-03-31 | → |
| 10 | SARD WEALTH MANAGEMENT GROUP, LLC | ATLANTA | 123457 | $464.0M | 3 | 2026-02-28 | → |
| 11 | ACCESS INVESTMENT MANAGEMENT, LLC | ATLANTA | 322491 | $456.4M | 2 | 2026-02-28 | → |
| 12 | MCP ADVISERS, LLC | ATLANTA | 328391 | $400.0M | 3 | 2025-04-30 | → |
| 13 | PFW ADVISORS, LLC | ATLANTA | 325119 | $393.2M | 4 | 2026-01-31 | → |
| 14 | MAESTRIA PARTNERS LLC | ATLANTA | 328822 | $350.4M | 2 | 2026-02-28 | → |
| 15 | BIP ALLIANCE, LLC | ATLANTA | 330528 | $328.1M | 5 | 2025-03-31 | → |
| 16 | COMPASS WEALTH MANAGEMENT, LLC | ATLANTA | 156482 | $307.7M | 4 | 2026-02-28 | → |
| 17 | MONTEREY WEALTH PARTNERS LLC | ATLANTA | 172577 | $300.1M | 3 | 2026-01-31 | → |
| 18 | BANYAN CAPITAL MANAGEMENT, INC. | ATLANTA | 108123 | $281.7M | 3 | 2026-02-28 | → |
| 19 | CONSCIOUS WEALTH INVESTMENTS, LLC | ATLANTA | 319143 | $272.8M | 7 | 2026-02-28 | → |
| 20 | WELA STRATEGIES, INC. | ATLANTA | 147762 | $255.5M | 22 | 2025-03-31 | → |
| 21 | CHECKS & BALANCES, INC. | ATLANTA | 112145 | $251.1M | 1 | 2026-01-31 | → |
| 22 | GALLERIA FINANCIAL ADVISORS, LLC | ATLANTA | 133673 | $239.2M | 2 | 2026-02-28 | → |
| 23 | CORNERCAP INVESTMENT COUNSEL INC | ATLANTA | 107852 | $199.2M | 4 | 2025-03-31 | → |
| 24 | TRUE SQUARE FINANCIAL LLC | ATLANTA | 287997 | $178.8M | 1 | 2026-01-31 | → |
| 25 | GUTT FINANCIAL MANAGEMENT, LLC | ATLANTA | 109270 | $162.1M | 2 | 2026-01-31 | → |
| 26 | COVEY CAPITAL ADVISORS, LLC | ATLANTA | 151978 | $156.5M | 1 | 2026-02-28 | → |
| 27 | THE RENN WEALTH MANAGEMENT GROUP, INC. | ATLANTA | 117500 | $151.9M | 4 | 2026-02-28 | → |
| 28 | UNIFIED INVESTMENT MANAGEMENT, LLC | ATLANTA | 326056 | $150.6M | 2 | 2026-01-31 | → |
| 29 | PEACHCAP TAX & ADVISORY, LLC | ATLANTA | 158729 | $147.5M | 4 | 2026-02-28 | → |
| 30 | FORTHRIGHT PARTNERS LLC | ATLANTA | 310311 | $136.5M | 3 | 2025-02-28 | → |
| 31 | BERKELEY ADVISORS, INC. | ATLANTA | 134455 | $125.3M | 2 | 2026-02-28 | → |
| 32 | MCCORMACK FINANCIAL PLANNING INC. | ATLANTA | 136857 | $115.7M | 3 | 2026-02-28 | → |
| 33 | WEALTH ENGAGEMENT LLC | ATLANTA | 310438 | $105.0M | 3 | 2026-01-31 | → |
| 34 | 34 FINANCIAL, LLC | ATLANTA | 329383 | $101.0M | 4 | 2026-02-28 | → |
| 35 | YOUR WEALTH CONSULTANTS | ATLANTA | 310328 | $2.1M | 1 | 2026-01-31 | → |
Related Lists
Sleeve35 firms · 2026-02-28