Research Report · 2026-06-30
Institutional Registered Investment Advisers in Georgia
SEC-registered investment advisers in Georgia ranked by reported institutional client assets.
Firms
229
Total AUM
$1.39T
Median AUM
$500.2M
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 | VOYA INVESTMENT MANAGEMENT LLC | ATLANTA | 108934 | $38.77B | 859 | 2026-03-31 | → |
| 3 | EARNEST PARTNERS LLC | ATLANTA | 107926 | $42.61B | 47 | 2026-06-30 | → |
| 4 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | ATLANTA | 126246 | $15.42B | 19 | 2026-03-31 | → |
| 5 | ATLANTA CONSULTING GROUP ADVISORS, LLC | ATLANTA | 288169 | $14.70B | 23 | 2026-04-30 | → |
| 6 | ALLIANT RETIREMENT SERVICES, LLC | ALPHARETTA | 167970 | $7.37B | 30 | 2026-04-30 | → |
| 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 | HB WEALTH MANAGEMENT, LLC | ATLANTA | 316731 | $30.16B | 325 | 2026-05-31 | → |
| 10 | TRUIST ADVISORY SERVICES, INC. | ATLANTA | 283390 | $77.39B | 2,461 | 2026-06-30 | → |
| 11 | BUCKHEAD CAPITAL MANAGEMENT, LLC | ATLANTA | 110707 | $5.76B | 13 | 2026-03-31 | → |
| 12 | FIDUCIARYVEST, LLC | ATLANTA | 134351 | $4.93B | 10 | 2026-03-31 | → |
| 13 | CLEAR INVESTMENT RESEARCH, LLC | ALPHARETTA | 172685 | $4.19B | 5 | 2026-03-31 | → |
| 14 | FOREST INVESTMENT ASSOCIATES L.P. | ATLANTA | 110163 | $5.24B | 55 | 2026-04-30 | → |
| 15 | WILLIS INVESTMENT COUNSEL INC | GAINESVILLE | 111042 | $4.23B | 13 | 2026-04-30 | → |
| 16 | ANGEL OAK CAPITAL ADVISORS, LLC | ATLANTA | 151090 | $11.49B | 78 | 2026-03-31 | → |
| 17 | HOWARD CAPITAL MANAGEMENT, INC. | ALPHARETTA | 118070 | $8.01B | 45 | 2026-06-30 | → |
| 18 | CRAWFORD INVESTMENT COUNSEL INC | ATLANTA | 110271 | $9.14B | 54 | 2026-03-31 | → |
| 19 | LCG ASSOCIATES, INC. | ATLANTA | 105971 | $2.61B | 58 | 2026-03-31 | → |
| 20 | CORNERSTONE INVESTMENT PARTNERS, LLC | ATLANTA | 111753 | $2.65B | 15 | 2026-03-31 | → |
| 21 | CORNERSTONE MANAGEMENT, INC. | DULUTH | 125828 | $2.29B | 19 | 2026-03-31 | → |
| 22 | ASSET PRESERVATION ADVISORS, LLC | ATLANTA | 106741 | $11.05B | 28 | 2026-03-31 | → |
| 23 | ALBRITTON CAPITAL MANAGEMENT CO | ALPHARETTA | 112772 | $1.52B | 1 | 2026-03-31 | → |
| 24 | LCP INSTITUTIONAL, LLC | ATLANTA | 325133 | $3.18B | 8 | 2026-03-31 | → |
| 25 | HAVEN GLOBAL PARTNERS, LLC | ATLANTA | 289472 | $1.45B | 4 | 2026-05-31 | → |
| 26 | ARKADIOS WEALTH ADVISORS LLC | ATLANTA | 288863 | $8.79B | 188 | 2026-06-30 | → |
| 27 | BALENTINE LLC | ATLANTA | 152511 | $5.54B | 61 | 2026-06-30 | → |
| 28 | BLUE GROTTO CAPITAL, LLC | ATLANTA | 299869 | $2.10B | 6 | 2026-03-31 | → |
| 29 | TIMBERLAND INVESTMENT RESOURCES, LLC | ATLANTA | 129663 | $1.98B | 30 | 2026-03-31 | → |
| 30 | VIDENT ADVISORY, LLC | ALPHARETTA | 286622 | $22.02B | 38 | 2026-03-31 | → |
| 31 | SHAPIRO CAPITAL MANAGEMENT LLC | ATLANTA | 105581 | $1.97B | 10 | 2026-05-31 | → |
| 32 | SOUTHEAST ASSET ADVISORS, LLC | THOMASVILLE | 107588 | $4.20B | 14 | 2026-05-31 | → |
| 33 | NARWHAL CAPITAL MANAGMENT, LLC | MARIETTA | 135958 | $2.08B | 18 | 2026-06-30 | → |
| 34 | GODWIN CAPITAL GROUP, LLC | ATLANTA | 316592 | $1.13B | 6 | 2026-03-31 | → |
| 35 | SYNOVUS SECURITIES, INC. | COLUMBUS | 14023 | $8.45B | 280 | 2026-01-31 | → |
| 36 | RETIREMENT FUND MANAGEMENT, LLC | ATLANTA | 126573 | $769.7M | 4 | 2026-04-30 | → |
| 37 | GLOBALT INVESTMENTS LLC | ATLANTA | 328039 | $3.02B | 18 | 2026-04-30 | → |
| 38 | ARCUS CAPITAL PARTNERS, LLC | ATLANTA | 147346 | $2.51B | 15 | 2026-03-31 | → |
| 39 | CONSEQUENT CAPITAL MANAGEMENT, LLC | ATLANTA | 285262 | $639.3M | 7 | 2025-07-31 | → |
| 40 | INVESTMENT PERFORMANCE SERVICES LLC | SAVANNAH | 105527 | $763.7M | 34 | 2026-03-31 | → |
| 41 | G. W. HENSSLER & ASSOCIATES, LTD | KENNESAW | 104545 | $3.81B | 88 | 2026-03-31 | → |
| 42 | THE FIDUCIARY GROUP, LLC | SAVANNAH | 221530 | $1.97B | 18 | 2026-03-31 | → |
| 43 | ADVOCACY WEALTH MANAGEMENT, LLC | ATLANTA | 141943 | $3.24B | 36 | 2026-03-31 | → |
| 44 | OSAIC ADVISORY SERVICES, LLC | ATLANTA | 171070 | $15.48B | 2,180 | 2026-06-30 | → |
| 45 | SILVANT CAPITAL MANAGEMENT LLC | ATLANTA | 146025 | $3.04B | 8 | 2026-03-31 | → |
| 46 | SB ADVISORY, LLC | ATLANTA | 154680 | $1.10B | 35 | 2026-06-30 | → |
| 47 | ZWJ INVESTMENT COUNSEL INC | ATLANTA | 110397 | $4.23B | 20 | 2026-03-31 | → |
| 48 | NICHOLAS HOFFMAN & COMPANY, LLC | ATLANTA | 144516 | $8.26B | 26 | 2026-03-31 | → |
| 49 | EQUITY INVESTMENT CORPORATION | ATLANTA | 283930 | $3.51B | 27 | 2026-03-31 | → |
| 50 | SARDIS GROUP, LLC | ATLANTA | 333854 | $531.2M | 6 | 2026-03-31 | → |
| 51 | APRIO WEALTH MANAGEMENT, LLC | ATLANTA | 127333 | $4.15B | 55 | 2026-06-30 | → |
| 52 | MARCO INVESTMENT MANAGEMENT LLC | ATLANTA | 108170 | $1.77B | 10 | 2026-06-30 | → |
| 53 | ADVISORY SERVICES NETWORK, LLC | ATLANTA | 146051 | $10.60B | 268 | 2026-06-30 | → |
| 54 | MARIETTA WEALTH MANAGEMENT, LLC | MARIETTA | 281782 | $1.39B | 12 | 2026-03-31 | → |
| 55 | CANNON FINANCIAL STRATEGISTS, INC. | ATHENS | 133509 | $1.67B | 33 | 2026-03-31 | → |
| 56 | PURSELL MANAGEMENT CO. LLC | PEACHTREE CORNERS | 302011 | $354.0M | 4 | 2026-03-31 | → |
| 57 | NOVAPOINT CAPITAL LLC | ATLANTA | 173663 | $536.2M | 6 | 2026-03-31 | → |
| 58 | DECATUR CAPITAL MANAGEMENT, INC. | DECATUR | 120679 | $253.7M | 6 | 2026-03-31 | → |
| 59 | GREYBULL PARTNERS LLC | ATLANTA | 128390 | $241.0M | 20 | 2026-06-30 | → |
| 60 | SAGE MOUNTAIN ADVISORS, LLC | ATLANTA | 298593 | $4.29B | 31 | 2026-03-31 | → |
| 61 | EAGLE ROCK INVESTMENT COMPANY, LLC | ATLANTA | 313832 | $786.7M | 4 | 2026-02-28 | → |
| 62 | ACCESS INVESTMENT MANAGEMENT, LLC | ATLANTA | 322491 | $456.4M | 2 | 2026-02-28 | → |
| 63 | BLUECHIP WEALTH ADVISORS LLC | MILTON | 150008 | $666.4M | 8 | 2026-03-31 | → |
| 64 | LIQUID STRATEGIES, LLC | ATLANTA | 170107 | $1.45B | 13 | 2026-03-31 | → |
| 65 | ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC | THOMASVILLE | 113106 | $1.07B | 22 | 2026-03-31 | → |
| 66 | PERSIUM ADVISORS, LLC | ATLANTA | 128335 | $583.6M | 13 | 2026-03-31 | → |
| 67 | BISON WEALTH, LLC | ATLANTA | 299805 | $2.74B | 78 | 2026-06-30 | → |
| 68 | INVESTORS ASSET MANAGEMENT OF GEORGIA INC | ATLANTA | 106796 | $502.0M | 9 | 2026-03-31 | → |
| 69 | FIRETHORN WEALTH PARTNERS, LLC | AUGUSTA | 297634 | $671.9M | 9 | 2026-04-30 | → |
| 70 | IFG ADVISORY, LLC | ATLANTA | 168012 | $4.76B | 187 | 2026-03-31 | → |
| 71 | MONTAG A & ASSOCIATES INC | ATLANTA | 105756 | $2.97B | 30 | 2026-03-31 | → |
| 72 | MONTEREY WEALTH PARTNERS LLC | ATLANTA | 172577 | $300.1M | 3 | 2026-01-31 | → |
| 73 | MONTAG & CALDWELL LLC | ATLANTA | 104841 | $577.0M | 14 | 2025-03-31 | → |
| 74 | HAMILTON CAPITAL PARTNERS, LLC | ATLANTA | 314344 | $444.0M | 5 | 2026-04-30 | → |
| 75 | CPC ADVISORS, LLC | ATLANTA | 111025 | $1.68B | 29 | 2026-04-30 | → |
| 76 | SIGNATUREFD, LLC | ATLANTA | 112758 | $9.68B | 130 | 2026-03-31 | → |
| 77 | PFS INVESTMENTS INC. | DULUTH | 10111 | $15.54B | 3,992 | 2026-03-31 | → |
| 78 | 1776 WEALTH LLC | SANDY SPRINGS | 286321 | $390.8M | 2 | 2026-03-31 | → |
| 79 | AURORA INVESTMENT COUNSEL | ATLANTA | 107460 | $252.7M | 3 | 2026-03-31 | → |
| 80 | SOUTHBRIDGE ADVISORS, LLC | MARIETA | 306075 | $353.1M | 6 | 2026-03-31 | → |
| 81 | HIGHBROOK CAPITAL PARTNERS LLC | ATLANTA | 338408 | $509.1M | 6 | 2026-03-31 | → |
| 82 | INFINITE GIVING ADVISORY SERVICES, INC. | ATLANTA | 315935 | $112.8M | 10 | 2026-05-31 | → |
| 83 | CAHABA WEALTH MANAGEMENT, INC. | ATLANTA | 151675 | $2.06B | 23 | 2026-03-31 | → |
| 84 | FSAM LLC | ALPHARETTA | 287851 | $138.4M | 14 | 2026-03-31 | → |
| 85 | SOUND VIEW WEALTH ADVISORS GROUP, LLC | SAVANNAH | 300927 | $2.28B | 19 | 2026-03-31 | → |
| 86 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | MILTON | 109040 | $1.05B | 5 | 2026-02-28 | → |
| 87 | REICON WEALTH ADVISORS, LLC | ATLANTA | 315043 | $220.1M | 5 | 2026-03-31 | → |
| 88 | HORSE COVE PARTNERS LLC | ATLANTA | 172389 | $106.6M | 9 | 2026-03-31 | → |
| 89 | CYGNUS CAPITAL ADVISERS, LLC | ATLANTA | 323041 | $229.7M | 8 | 2026-04-30 | → |
| 90 | CHATHAM CAPITAL GROUP INC | SAVANNAH | 106174 | $878.1M | 9 | 2026-05-31 | → |
| 91 | WIREGRASS INVESTMENT MANAGEMENT LLC | THOMASVILLE | 284608 | $159.7M | 3 | 2026-05-31 | → |
| 92 | WOODSTOCK WEALTH MANAGEMENT, INC. | WOODSTOCK | 283472 | $726.6M | 26 | 2026-04-30 | → |
| 93 | FORTHRIGHT PARTNERS LLC | ATLANTA | 310311 | $136.5M | 3 | 2025-02-28 | → |
| 94 | JT STRATFORD, LLC | GAINESVILLE | 155629 | $1.01B | 18 | 2026-03-31 | → |
| 95 | PACES FERRY WEALTH ADVISORS, LLC | ATLANTA | 300057 | $491.2M | 6 | 2026-03-31 | → |
| 96 | PEACHTREE WEALTH ADVISORS, INC | ATLANTA | 139779 | $436.8M | 3 | 2026-03-31 | → |
| 97 | MOLLY B INVESTMENT GROUP LLC | MARIETTA | 150555 | $334.7M | 2 | 2026-03-31 | → |
| 98 | REGENT PEAK WEALTH ADVISORS, LLC | ATLANTA | 298259 | $785.9M | 10 | 2026-06-30 | → |
| 99 | ASSET ADVISORS INVESTMENT MANAGEMENT, LLC | AUGUSTA | 297305 | $1.40B | 9 | 2026-03-31 | → |
| 100 | BUILDER INVESTMENT GROUP INC | ATLANTA | 107671 | $952.5M | 6 | 2026-03-31 | → |
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