Research Report · 2026-06-30
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
198
Total AUM
$1.34T
Median AUM
$556.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | INVESCO ADVISERS, INC. | ATLANTA | 105360 | $749.52B | 2,804 | 2026-06-30 | → |
| 2 | TRUIST ADVISORY SERVICES, INC. | ATLANTA | 283390 | $77.39B | 2,461 | 2026-06-30 | → |
| 3 | EARNEST PARTNERS LLC | ATLANTA | 107926 | $42.61B | 47 | 2026-06-30 | → |
| 4 | VOYA INVESTMENT MANAGEMENT LLC | ATLANTA | 108934 | $38.77B | 859 | 2026-03-31 | → |
| 5 | ROARK CAPITAL MANAGEMENT, LLC | ATLANTA | 160368 | $34.18B | 145 | 2026-03-31 | → |
| 6 | HB WEALTH MANAGEMENT, LLC | ATLANTA | 316731 | $30.16B | 325 | 2026-05-31 | → |
| 7 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | ATLANTA | 116719 | $28.64B | 35 | 2026-03-31 | → |
| 8 | OSAIC ADVISORY SERVICES, LLC | ATLANTA | 171070 | $15.48B | 2,180 | 2026-06-30 | → |
| 9 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | ATLANTA | 126246 | $15.42B | 19 | 2026-03-31 | → |
| 10 | ATLANTA CONSULTING GROUP ADVISORS, LLC | ATLANTA | 288169 | $14.70B | 23 | 2026-04-30 | → |
| 11 | ANGEL OAK CAPITAL ADVISORS, LLC | ATLANTA | 151090 | $11.49B | 78 | 2026-03-31 | → |
| 12 | ASSET PRESERVATION ADVISORS, LLC | ATLANTA | 106741 | $11.05B | 28 | 2026-03-31 | → |
| 13 | ADVISORY SERVICES NETWORK, LLC | ATLANTA | 146051 | $10.60B | 268 | 2026-06-30 | → |
| 14 | OPENARC CORPORATE ADVISORY, LLC | ATLANTA | 336837 | $10.09B | 146 | 2026-05-31 | → |
| 15 | SIGNATUREFD, LLC | ATLANTA | 112758 | $9.68B | 130 | 2026-03-31 | → |
| 16 | CRAWFORD INVESTMENT COUNSEL INC | ATLANTA | 110271 | $9.14B | 54 | 2026-03-31 | → |
| 17 | ARKADIOS WEALTH ADVISORS LLC | ATLANTA | 288863 | $8.79B | 188 | 2026-06-30 | → |
| 18 | NICHOLAS HOFFMAN & COMPANY, LLC | ATLANTA | 144516 | $8.26B | 26 | 2026-03-31 | → |
| 19 | CAPITAL INVESTMENT ADVISORS, LLC | ATLANTA | 158055 | $8.21B | 107 | 2026-04-30 | → |
| 20 | DOMAIN CAPITAL ADVISORS, LLC | ATLANTA | 110663 | $7.27B | 33 | 2026-03-31 | → |
| 21 | JAMESTOWN, L.P. | ATLANTA | 158207 | $7.06B | 233 | 2026-05-31 | → |
| 22 | GMT CAPITAL CORP. | ATLANTA | 160404 | $6.90B | 19 | 2026-03-31 | → |
| 23 | GID MULTIFAMILY INVESTMENT MANAGEMENT LLC | ATLANTA | 329225 | $5.89B | 124 | 2026-06-30 | → |
| 24 | BUCKHEAD CAPITAL MANAGEMENT, LLC | ATLANTA | 110707 | $5.76B | 13 | 2026-03-31 | → |
| 25 | CORTLAND INVESTMENT MANAGEMENT, LLC | ATLANTA | 299369 | $5.67B | 91 | 2026-03-31 | → |
| 26 | BALENTINE LLC | ATLANTA | 152511 | $5.54B | 61 | 2026-06-30 | → |
| 27 | BIP WEALTH, LLC | ATLANTA | 143208 | $5.29B | 88 | 2026-06-30 | → |
| 28 | FOREST INVESTMENT ASSOCIATES L.P. | ATLANTA | 110163 | $5.24B | 55 | 2026-04-30 | → |
| 29 | FIDUCIARYVEST, LLC | ATLANTA | 134351 | $4.93B | 10 | 2026-03-31 | → |
| 30 | IFG ADVISORY, LLC | ATLANTA | 168012 | $4.76B | 187 | 2026-03-31 | → |
| 31 | SAGE MOUNTAIN ADVISORS, LLC | ATLANTA | 298593 | $4.29B | 31 | 2026-03-31 | → |
| 32 | ZWJ INVESTMENT COUNSEL INC | ATLANTA | 110397 | $4.23B | 20 | 2026-03-31 | → |
| 33 | APRIO WEALTH MANAGEMENT, LLC | ATLANTA | 127333 | $4.15B | 55 | 2026-06-30 | → |
| 34 | BT FAMILY OFFICE, LLC | ATLANTA | 305713 | $4.00B | 7 | 2026-03-31 | → |
| 35 | HOLBROOK HOLDINGS, INC. | ATLANTA | 283258 | $3.78B | 14 | 2026-02-28 | → |
| 36 | EQUITY INVESTMENT CORPORATION | ATLANTA | 283930 | $3.51B | 27 | 2026-03-31 | → |
| 37 | ADVOCACY WEALTH MANAGEMENT, LLC | ATLANTA | 141943 | $3.24B | 36 | 2026-03-31 | → |
| 38 | LCP INSTITUTIONAL, LLC | ATLANTA | 325133 | $3.18B | 8 | 2026-03-31 | → |
| 39 | GLENEAGLES INVESTMENT ADVISORS, LLC | ATLANTA | 312306 | $3.08B | 4 | 2026-03-31 | → |
| 40 | SILVANT CAPITAL MANAGEMENT LLC | ATLANTA | 146025 | $3.04B | 8 | 2026-03-31 | → |
| 41 | GLOBALT INVESTMENTS LLC | ATLANTA | 328039 | $3.02B | 18 | 2026-04-30 | → |
| 42 | MONTAG A & ASSOCIATES INC | ATLANTA | 105756 | $2.97B | 30 | 2026-03-31 | → |
| 43 | FALCONS I, LLC | ATLANTA | 294460 | $2.75B | 5 | 2026-03-31 | → |
| 44 | BISON WEALTH, LLC | ATLANTA | 299805 | $2.74B | 78 | 2026-06-30 | → |
| 45 | CORNERSTONE INVESTMENT PARTNERS, LLC | ATLANTA | 111753 | $2.65B | 15 | 2026-03-31 | → |
| 46 | LCG ASSOCIATES, INC. | ATLANTA | 105971 | $2.61B | 58 | 2026-03-31 | → |
| 47 | STRATEGIC BLUEPRINT, LLC | ATLANTA | 284840 | $2.54B | 56 | 2026-05-31 | → |
| 48 | ARCUS CAPITAL PARTNERS, LLC | ATLANTA | 147346 | $2.51B | 15 | 2026-03-31 | → |
| 49 | BLUEARC CAPITAL MANAGEMENT, LLC | ATLANTA | 167233 | $2.44B | 11 | 2025-12-31 | → |
| 50 | RESURGENS TECHNOLOGY ADVISORS, L.P. | ATLANTA | 293042 | $2.17B | 42 | 2026-03-31 | → |
| 51 | BLUE GROTTO CAPITAL, LLC | ATLANTA | 299869 | $2.10B | 6 | 2026-03-31 | → |
| 52 | CAHABA WEALTH MANAGEMENT, INC. | ATLANTA | 151675 | $2.06B | 23 | 2026-03-31 | → |
| 53 | AFF FUND MANAGER, LLC | ATLANTA | 281296 | $2.01B | 55 | 2026-03-31 | → |
| 54 | TIMBERLAND INVESTMENT RESOURCES, LLC | ATLANTA | 129663 | $1.98B | 30 | 2026-03-31 | → |
| 55 | SHAPIRO CAPITAL MANAGEMENT LLC | ATLANTA | 105581 | $1.97B | 10 | 2026-05-31 | → |
| 56 | MARCO INVESTMENT MANAGEMENT LLC | ATLANTA | 108170 | $1.77B | 10 | 2026-06-30 | → |
| 57 | ARGONNE CAPITAL GROUP, LLC | ATLANTA | 291254 | $1.68B | 82 | 2026-05-31 | → |
| 58 | CPC ADVISORS, LLC | ATLANTA | 111025 | $1.68B | 29 | 2026-04-30 | → |
| 59 | PRIMUS CAPITAL PARTNERS, INC. | ATLANTA | 156861 | $1.67B | 19 | 2026-03-31 | → |
| 60 | ROLLINS FINANCIAL ADVISORS, LLC | ATLANTA | 312921 | $1.59B | 14 | 2026-04-30 | → |
| 61 | INFINITY CAPITAL ADVISORS, LLC | ATLANTA | 159852 | $1.53B | 20 | 2026-03-31 | → |
| 62 | LIQUID STRATEGIES, LLC | ATLANTA | 170107 | $1.45B | 13 | 2026-03-31 | → |
| 63 | HAVEN GLOBAL PARTNERS, LLC | ATLANTA | 289472 | $1.45B | 4 | 2026-05-31 | → |
| 64 | CHI-RHO FINANCIAL, LLC | ATLANTA | 138947 | $1.35B | 13 | 2026-03-31 | → |
| 65 | BIP CAPITAL, LLC | ATLANTA | 292983 | $1.29B | 50 | 2026-03-31 | → |
| 66 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | ATLANTA | 301879 | $1.28B | 37 | 2026-03-31 | → |
| 67 | FULCRUM EQUITY PARTNERS, INC. | ATLANTA | 163489 | $1.16B | 27 | 2026-03-31 | → |
| 68 | LONGVIEW WEALTH MANAGEMENT, INC. | ATLANTA | 136214 | $1.15B | 24 | 2026-05-31 | → |
| 69 | GODWIN CAPITAL GROUP, LLC | ATLANTA | 316592 | $1.13B | 6 | 2026-03-31 | → |
| 70 | SB ADVISORY, LLC | ATLANTA | 154680 | $1.10B | 35 | 2026-06-30 | → |
| 71 | BAY POINT ADVISORS, LLC | ATLANTA | 286050 | $1.03B | 29 | 2026-03-31 | → |
| 72 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
| 73 | MSOUTH EQUITY PARTNERS, LLC | ATLANTA | 157601 | $1.00B | 18 | 2026-03-31 | → |
| 74 | BOONE CAPITAL MANAGEMENT LLC | ATLANTA | 316230 | $963.2M | 5 | 2026-03-31 | → |
| 75 | BUILDER INVESTMENT GROUP INC | ATLANTA | 107671 | $952.5M | 6 | 2026-03-31 | → |
| 76 | DF INVESTMENT MANAGER, LLC | ATLANTA | 334742 | $940.8M | 79 | 2026-03-31 | → |
| 77 | TRAILS EDGE CAPITAL PARTNERS, LP | ATLANTA | 335659 | $933.4M | 7 | 2026-04-30 | → |
| 78 | INLIGHT WEALTH MANAGEMENT, LLC | ATLANTA | 289908 | $843.3M | 6 | 2026-03-31 | → |
| 79 | EMP MANAGEMENT LLC | ATLANTA | 285104 | $840.6M | 22 | 2026-03-31 | → |
| 80 | WAYPOINT WEALTH COUNSEL LLC | ATLANTA | 171822 | $824.3M | 4 | 2026-03-31 | → |
| 81 | MASTERS CAPITAL MANAGEMENT, L.L.C. | ATLANTA | 137605 | $804.6M | 17 | 2026-03-31 | → |
| 82 | VERACITY CAPITAL LLC | ATLANTA | 304272 | $799.8M | 12 | 2026-04-30 | → |
| 83 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 84 | REGENT PEAK WEALTH ADVISORS, LLC | ATLANTA | 298259 | $785.9M | 10 | 2026-06-30 | → |
| 85 | 4612 GROUP, LLC | ATLANTA | 287619 | $773.3M | 9 | 2026-03-31 | → |
| 86 | RETIREMENT FUND MANAGEMENT, LLC | ATLANTA | 126573 | $769.7M | 4 | 2026-04-30 | → |
| 87 | BEACON GLOBAL ADVISOR NETWORK, LLC | ATLANTA | 288833 | $745.1M | 61 | 2026-03-31 | → |
| 88 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 89 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 90 | ANCHYRA PARTNERS LLC | ATLANTA | 335467 | $689.2M | 5 | 2026-03-31 | → |
| 91 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 92 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 93 | ROWLAND MILLER + PARTNERS LLC | ATLANTA | 226629 | $635.9M | 5 | 2026-03-31 | → |
| 94 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | ATLANTA | 105302 | $623.7M | 9 | 2026-06-30 | → |
| 95 | ARCAPITA INVESTMENT MANAGEMENT US INC. | ATLANTA | 168148 | $607.3M | 8 | 2026-05-31 | → |
| 96 | PERSIUM ADVISORS, LLC | ATLANTA | 128335 | $583.6M | 13 | 2026-03-31 | → |
| 97 | EPG WEALTH MANAGEMENT LLC | ATLANTA | 302075 | $579.1M | 14 | 2026-03-31 | → |
| 98 | MONTAG & CALDWELL LLC | ATLANTA | 104841 | $577.0M | 14 | 2025-03-31 | → |
| 99 | DOMAIN TIMBER ADVISORS, LLC | ATLANTA | 287750 | $575.9M | 28 | 2026-03-31 | → |
| 100 | NOVAPOINT CAPITAL LLC | ATLANTA | 173663 | $536.2M | 6 | 2026-03-31 | → |
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