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Research Report · 2026-06-30

Institutional Registered Investment Advisers in Atlanta

SEC-registered investment advisers in Atlanta ranked by reported institutional client assets.

Firms
120
Total AUM
$1.23T
Median AUM
$727.5M
Latest Filing
2026-06-30
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Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
101THE STRATEGIC FINANCIAL ALLIANCE, INC.ATLANTA126514$382.0M562026-03-31→
102LONGVIEW WEALTH MANAGEMENT, INC.ATLANTA136214$1.15B242026-05-31→
103WELA STRATEGIES, INC.ATLANTA147762$255.5M222025-03-31→
104RESURGENT FINANCIAL ADVISORS LLCATLANTA299575$354.7M202026-05-31→
105MAGELLAN PLANNING GROUP, INC.ATLANTA338739$210.0M32026-03-31→
106TRUE SQUARE FINANCIAL LLCATLANTA287997$178.8M12026-01-31→
107COLLECTIVE WEALTH PARTNERS, LLCATLANTA317519$59.9M62026-06-30→
108GEORGE M. HILLER COMPANIES, LLCATLANTA112409$183.0M52026-03-31→
109VERACITY CAPITAL LLCATLANTA304272$799.8M122026-04-30→
110SOVEREIGN'S CAPITAL MANAGEMENT, LLCATLANTA301879$1.28B372026-03-31→
111COMPASS WEALTH MANAGEMENT, LLCATLANTA156482$307.7M42026-02-28→
112CARTER, TERRY & COMPANY, INC.ATLANTA16365$104.0M332026-03-31→
113CONSCIOUS WEALTH INVESTMENTS, LLCATLANTA319143$272.8M72026-06-30→
114CHANCELLOR WEALTH MANAGEMENT, INC.ATLANTA112918$174.0M32026-03-31→
115ADAPT WEALTH ADVISORS, LLCATLANTA329448$469.2M122026-03-31→
116ALDER FINANCIAL GROUP INCATLANTA108837$224.1M32026-03-31→
117UNIFIED INVESTMENT MANAGEMENT, LLCATLANTA326056$150.6M22026-01-31→
118BAUGH & ASSOCIATES, LLCATLANTA136342$294.2M42026-03-31→
119WRIGHT WEALTH LLCATLANTA321215$188.5M72026-06-30→
120CMC FINANCIAL GROUP, LLCATLANTA292413$119.3M42026-03-31→

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Sleeve120 firms · 2026-06-30