Research Report · 2026-06-30
Largest Registered Investment Advisers in Georgia
Georgia SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
342
Total AUM
$1.51T
Median AUM
$418.3M
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 | MERIT FINANCIAL GROUP, LLC | ALPHARETTA | 142457 | $23.88B | 470 | 2026-06-30 | → |
| 9 | VIDENT ADVISORY, LLC | ALPHARETTA | 286622 | $22.02B | 38 | 2026-03-31 | → |
| 10 | PFS INVESTMENTS INC. | DULUTH | 10111 | $15.54B | 3,992 | 2026-03-31 | → |
| 11 | OSAIC ADVISORY SERVICES, LLC | ATLANTA | 171070 | $15.48B | 2,180 | 2026-06-30 | → |
| 12 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | ATLANTA | 126246 | $15.42B | 19 | 2026-03-31 | → |
| 13 | ATLANTA CONSULTING GROUP ADVISORS, LLC | ATLANTA | 288169 | $14.70B | 23 | 2026-04-30 | → |
| 14 | ANGEL OAK CAPITAL ADVISORS, LLC | ATLANTA | 151090 | $11.49B | 78 | 2026-03-31 | → |
| 15 | ASSET PRESERVATION ADVISORS, LLC | ATLANTA | 106741 | $11.05B | 28 | 2026-03-31 | → |
| 16 | ADVISORY SERVICES NETWORK, LLC | ATLANTA | 146051 | $10.60B | 268 | 2026-06-30 | → |
| 17 | OPENARC CORPORATE ADVISORY, LLC | ATLANTA | 336837 | $10.09B | 146 | 2026-05-31 | → |
| 18 | SIGNATUREFD, LLC | ATLANTA | 112758 | $9.68B | 130 | 2026-03-31 | → |
| 19 | CRAWFORD INVESTMENT COUNSEL INC | ATLANTA | 110271 | $9.14B | 54 | 2026-03-31 | → |
| 20 | ARKADIOS WEALTH ADVISORS LLC | ATLANTA | 288863 | $8.79B | 188 | 2026-06-30 | → |
| 21 | SYNOVUS SECURITIES, INC. | COLUMBUS | 14023 | $8.45B | 280 | 2026-01-31 | → |
| 22 | NICHOLAS HOFFMAN & COMPANY, LLC | ATLANTA | 144516 | $8.26B | 26 | 2026-03-31 | → |
| 23 | CAPITAL INVESTMENT ADVISORS, LLC | ATLANTA | 158055 | $8.21B | 107 | 2026-04-30 | → |
| 24 | HOWARD CAPITAL MANAGEMENT, INC. | ALPHARETTA | 118070 | $8.01B | 45 | 2026-06-30 | → |
| 25 | ALLIANT RETIREMENT SERVICES, LLC | ALPHARETTA | 167970 | $7.37B | 30 | 2026-04-30 | → |
| 26 | DOMAIN CAPITAL ADVISORS, LLC | ATLANTA | 110663 | $7.27B | 33 | 2026-03-31 | → |
| 27 | JAMESTOWN, L.P. | ATLANTA | 158207 | $7.06B | 233 | 2026-05-31 | → |
| 28 | GMT CAPITAL CORP. | ATLANTA | 160404 | $6.90B | 19 | 2026-03-31 | → |
| 29 | GID MULTIFAMILY INVESTMENT MANAGEMENT LLC | ATLANTA | 329225 | $5.89B | 124 | 2026-06-30 | → |
| 30 | BUCKHEAD CAPITAL MANAGEMENT, LLC | ATLANTA | 110707 | $5.76B | 13 | 2026-03-31 | → |
| 31 | CORTLAND INVESTMENT MANAGEMENT, LLC | ATLANTA | 299369 | $5.67B | 91 | 2026-03-31 | → |
| 32 | BALENTINE LLC | ATLANTA | 152511 | $5.54B | 61 | 2026-06-30 | → |
| 33 | BIP WEALTH, LLC | ATLANTA | 143208 | $5.29B | 88 | 2026-06-30 | → |
| 34 | FOREST INVESTMENT ASSOCIATES L.P. | ATLANTA | 110163 | $5.24B | 55 | 2026-04-30 | → |
| 35 | FIDUCIARYVEST, LLC | ATLANTA | 134351 | $4.93B | 10 | 2026-03-31 | → |
| 36 | IFG ADVISORY, LLC | ATLANTA | 168012 | $4.76B | 187 | 2026-03-31 | → |
| 37 | SAGE MOUNTAIN ADVISORS, LLC | ATLANTA | 298593 | $4.29B | 31 | 2026-03-31 | → |
| 38 | ZWJ INVESTMENT COUNSEL INC | ATLANTA | 110397 | $4.23B | 20 | 2026-03-31 | → |
| 39 | WILLIS INVESTMENT COUNSEL INC | GAINESVILLE | 111042 | $4.23B | 13 | 2026-04-30 | → |
| 40 | SOUTHEAST ASSET ADVISORS, LLC | THOMASVILLE | 107588 | $4.20B | 14 | 2026-05-31 | → |
| 41 | CLEAR INVESTMENT RESEARCH, LLC | ALPHARETTA | 172685 | $4.19B | 5 | 2026-03-31 | → |
| 42 | APRIO WEALTH MANAGEMENT, LLC | ATLANTA | 127333 | $4.15B | 55 | 2026-06-30 | → |
| 43 | BT FAMILY OFFICE, LLC | ATLANTA | 305713 | $4.00B | 7 | 2026-03-31 | → |
| 44 | G. W. HENSSLER & ASSOCIATES, LTD | KENNESAW | 104545 | $3.81B | 88 | 2026-03-31 | → |
| 45 | HOLBROOK HOLDINGS, INC. | ATLANTA | 283258 | $3.78B | 14 | 2026-02-28 | → |
| 46 | EQUITY INVESTMENT CORPORATION | ATLANTA | 283930 | $3.51B | 27 | 2026-03-31 | → |
| 47 | ADVOCACY WEALTH MANAGEMENT, LLC | ATLANTA | 141943 | $3.24B | 36 | 2026-03-31 | → |
| 48 | LCP INSTITUTIONAL, LLC | ATLANTA | 325133 | $3.18B | 8 | 2026-03-31 | → |
| 49 | GLENEAGLES INVESTMENT ADVISORS, LLC | ATLANTA | 312306 | $3.08B | 4 | 2026-03-31 | → |
| 50 | SILVANT CAPITAL MANAGEMENT LLC | ATLANTA | 146025 | $3.04B | 8 | 2026-03-31 | → |
| 51 | GLOBALT INVESTMENTS LLC | ATLANTA | 328039 | $3.02B | 18 | 2026-04-30 | → |
| 52 | MONTAG A & ASSOCIATES INC | ATLANTA | 105756 | $2.97B | 30 | 2026-03-31 | → |
| 53 | IMPACT PARTNERSHIP WEALTH, LLC | MARIETTA | 313928 | $2.96B | 100 | 2026-03-31 | → |
| 54 | FALCONS I, LLC | ATLANTA | 294460 | $2.75B | 5 | 2026-03-31 | → |
| 55 | BISON WEALTH, LLC | ATLANTA | 299805 | $2.74B | 78 | 2026-06-30 | → |
| 56 | STADION MONEY MANAGEMENT, LLC | WATKINSVILLE | 112608 | $2.69B | 39 | 2026-03-31 | → |
| 57 | CORNERSTONE INVESTMENT PARTNERS, LLC | ATLANTA | 111753 | $2.65B | 15 | 2026-03-31 | → |
| 58 | LCG ASSOCIATES, INC. | ATLANTA | 105971 | $2.61B | 58 | 2026-03-31 | → |
| 59 | STRATEGIC BLUEPRINT, LLC | ATLANTA | 284840 | $2.54B | 56 | 2026-05-31 | → |
| 60 | ARCUS CAPITAL PARTNERS, LLC | ATLANTA | 147346 | $2.51B | 15 | 2026-03-31 | → |
| 61 | BLUEARC CAPITAL MANAGEMENT, LLC | ATLANTA | 167233 | $2.44B | 11 | 2025-12-31 | → |
| 62 | CORNERSTONE MANAGEMENT, INC. | DULUTH | 125828 | $2.29B | 19 | 2026-03-31 | → |
| 63 | SOUND VIEW WEALTH ADVISORS GROUP, LLC | SAVANNAH | 300927 | $2.28B | 19 | 2026-03-31 | → |
| 64 | RESURGENS TECHNOLOGY ADVISORS, L.P. | ATLANTA | 293042 | $2.17B | 42 | 2026-03-31 | → |
| 65 | BLUE GROTTO CAPITAL, LLC | ATLANTA | 299869 | $2.10B | 6 | 2026-03-31 | → |
| 66 | NARWHAL CAPITAL MANAGMENT, LLC | MARIETTA | 135958 | $2.08B | 18 | 2026-06-30 | → |
| 67 | CAHABA WEALTH MANAGEMENT, INC. | ATLANTA | 151675 | $2.06B | 23 | 2026-03-31 | → |
| 68 | AFF FUND MANAGER, LLC | ATLANTA | 281296 | $2.01B | 55 | 2026-03-31 | → |
| 69 | TIMBERLAND INVESTMENT RESOURCES, LLC | ATLANTA | 129663 | $1.98B | 30 | 2026-03-31 | → |
| 70 | THE FIDUCIARY GROUP, LLC | SAVANNAH | 221530 | $1.97B | 18 | 2026-03-31 | → |
| 71 | SHAPIRO CAPITAL MANAGEMENT LLC | ATLANTA | 105581 | $1.97B | 10 | 2026-05-31 | → |
| 72 | MARCO INVESTMENT MANAGEMENT LLC | ATLANTA | 108170 | $1.77B | 10 | 2026-06-30 | → |
| 73 | ARGONNE CAPITAL GROUP, LLC | ATLANTA | 291254 | $1.68B | 82 | 2026-05-31 | → |
| 74 | CPC ADVISORS, LLC | ATLANTA | 111025 | $1.68B | 29 | 2026-04-30 | → |
| 75 | PRIMUS CAPITAL PARTNERS, INC. | ATLANTA | 156861 | $1.67B | 19 | 2026-03-31 | → |
| 76 | CANNON FINANCIAL STRATEGISTS, INC. | ATHENS | 133509 | $1.67B | 33 | 2026-03-31 | → |
| 77 | ROLLINS FINANCIAL ADVISORS, LLC | ATLANTA | 312921 | $1.59B | 14 | 2026-04-30 | → |
| 78 | INFINITY CAPITAL ADVISORS, LLC | ATLANTA | 159852 | $1.53B | 20 | 2026-03-31 | → |
| 79 | ALBRITTON CAPITAL MANAGEMENT CO | ALPHARETTA | 112772 | $1.52B | 1 | 2026-03-31 | → |
| 80 | LIQUID STRATEGIES, LLC | ATLANTA | 170107 | $1.45B | 13 | 2026-03-31 | → |
| 81 | HAVEN GLOBAL PARTNERS, LLC | ATLANTA | 289472 | $1.45B | 4 | 2026-05-31 | → |
| 82 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | AUGUSTA | 297305 | $1.40B | 9 | 2026-03-31 | → |
| 83 | MARIETTA WEALTH MANAGEMENT, LLC | MARIETTA | 281782 | $1.39B | 12 | 2026-03-31 | → |
| 84 | CHI-RHO FINANCIAL, LLC | ATLANTA | 138947 | $1.35B | 13 | 2026-03-31 | → |
| 85 | BIP CAPITAL, LLC | ATLANTA | 292983 | $1.29B | 50 | 2026-03-31 | → |
| 86 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | ATLANTA | 301879 | $1.28B | 37 | 2026-03-31 | → |
| 87 | RICHARD YOUNG ASSOCIATES, LTD. | AUGUSTA | 126124 | $1.20B | 16 | 2026-02-28 | → |
| 88 | FULCRUM EQUITY PARTNERS, INC. | ATLANTA | 163489 | $1.16B | 27 | 2026-03-31 | → |
| 89 | LONGVIEW WEALTH MANAGEMENT, INC. | ATLANTA | 136214 | $1.15B | 24 | 2026-05-31 | → |
| 90 | GODWIN CAPITAL GROUP, LLC | ATLANTA | 316592 | $1.13B | 6 | 2026-03-31 | → |
| 91 | BERKELEY CAPITAL PARTNERS, LLC | MILTON | 281082 | $1.10B | 11 | 2026-03-31 | → |
| 92 | SB ADVISORY, LLC | ATLANTA | 154680 | $1.10B | 35 | 2026-06-30 | → |
| 93 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | THOMASVILLE | 113106 | $1.07B | 22 | 2026-03-31 | → |
| 94 | ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC | ATHENS | 154839 | $1.07B | 29 | 2026-06-30 | → |
| 95 | GIBBS WEALTH MANAGEMENT, LLC | ALPHARETTA | 281621 | $1.06B | 147 | 2026-04-30 | → |
| 96 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | MILTON | 109040 | $1.05B | 5 | 2026-02-28 | → |
| 97 | BAY POINT ADVISORS, LLC | ATLANTA | 286050 | $1.03B | 29 | 2026-03-31 | → |
| 98 | GREATMARK INVESTMENT PARTNERS, INC. | COLUMBUS | 105267 | $1.02B | 7 | 2026-03-31 | → |
| 99 | JT STRATFORD, LLC | GAINESVILLE | 155629 | $1.01B | 18 | 2026-03-31 | → |
| 100 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
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