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 | |
|---|---|---|---|---|---|---|---|
| 101 | WEAVER CAPITAL MANAGEMENT, LLC | SUWANEE | 135037 | $537.8M | 5 | 2026-06-30 | → |
| 102 | ROLLINS FINANCIAL ADVISORS, LLC | ATLANTA | 312921 | $1.59B | 14 | 2026-04-30 | → |
| 103 | BULL STREET ADVISORS, LLC | SAVANNAH | 304058 | $271.9M | 1 | 2026-03-31 | → |
| 104 | EPG WEALTH MANAGEMENT LLC | ATLANTA | 302075 | $579.1M | 14 | 2026-03-31 | → |
| 105 | MEADOW CREEK WEALTH ADVISORS, LLC | ATLANTA | 297796 | $728.0M | 5 | 2026-02-28 | → |
| 106 | RED TORTOISE, LLC | ATLANTA | 282509 | $382.3M | 4 | 2026-03-31 | → |
| 107 | BIP WEALTH, LLC | ATLANTA | 143208 | $5.29B | 88 | 2026-06-30 | → |
| 108 | MW ADVISORY LLC | ATLANTA | 338634 | $160.7M | 9 | 2026-06-30 | → |
| 109 | PHILIP JAMES WEALTH MANAGEMENT, LLC | ALPHARETTA | 297517 | $930.6M | 9 | 2026-05-31 | → |
| 110 | STRATEGIC BLUEPRINT, LLC | ATLANTA | 284840 | $2.54B | 56 | 2026-05-31 | → |
| 111 | WELLSPRING WEALTH MANAGEMENT LLC | ALPHARETTA | 134834 | $584.8M | 8 | 2026-03-31 | → |
| 112 | DAI WEALTH, LLC | ATLANTA | 138938 | $330.0M | 40 | 2026-03-31 | → |
| 113 | OPENARC CORPORATE ADVISORY, LLC | ATLANTA | 336837 | $10.09B | 146 | 2026-05-31 | → |
| 114 | BIP ALLIANCE, LLC | ATLANTA | 330528 | $328.1M | 5 | 2025-03-31 | → |
| 115 | NEWCORP FINANCIAL SERVICES, INC. | ALPHARETTA | 297125 | $177.1M | 3 | 2026-02-28 | → |
| 116 | INVESTORS RESEARCH CORPORATION | ATLANTA | 132022 | $666.7M | 11 | 2026-02-28 | → |
| 117 | SARD WEALTH MANAGEMENT GROUP, LLC | ATLANTA | 123457 | $464.0M | 3 | 2026-02-28 | → |
| 118 | STARR-MATHEWS FINANCIAL, LLC | CALHOUN | 166199 | $158.6M | 6 | 2026-03-31 | → |
| 119 | HOLCOMBE FINANCIAL, INC. | ATLANTA | 142238 | $451.6M | 5 | 2026-06-30 | → |
| 120 | ANSON CAPITAL, INC. | TYRONE | 131416 | $242.2M | 5 | 2026-02-28 | → |
| 121 | RFP FINANCIAL GROUP, LLC | ATLANTA | 293206 | $192.0M | 3 | 2026-03-31 | → |
| 122 | FINANCIAL INNOVATIONS, LLC | ATLANTA | 142769 | $535.2M | 2 | 2026-03-31 | → |
| 123 | GEORGIA WEALTH PARTNERS, LLC | GRIFFIN | 314602 | $157.5M | 4 | 2026-03-31 | → |
| 124 | QUADRANT REAL ESTATE ADVISORS LLC | ALPHARETTA | 138077 | $24.9M | 2 | 2026-03-31 | → |
| 125 | GREATMARK INVESTMENT PARTNERS, INC. | COLUMBUS | 105267 | $1.02B | 7 | 2026-03-31 | → |
| 126 | HC ADVISORS LLC | SANDY SPRINGS | 165200 | $500.2M | 8 | 2026-03-31 | → |
| 127 | BOOMFISH WEALTH GROUP, LLC | ALPHARETTA | 159201 | $214.4M | 13 | 2026-03-31 | → |
| 128 | CARSON ADVISORY, INC. | ATHENS | 117410 | $864.9M | 7 | 2026-04-30 | → |
| 129 | CHECKS & BALANCES, INC. | ATLANTA | 112145 | $251.1M | 1 | 2026-01-31 | → |
| 130 | IMPACT PARTNERSHIP WEALTH, LLC | MARIETTA | 313928 | $2.96B | 100 | 2026-03-31 | → |
| 131 | ROWLAND MILLER + PARTNERS LLC | ATLANTA | 226629 | $635.9M | 5 | 2026-03-31 | → |
| 132 | KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC | ALBANY | 146655 | $406.5M | 9 | 2026-03-31 | → |
| 133 | GIBBS WEALTH MANAGEMENT, LLC | ALPHARETTA | 281621 | $1.06B | 147 | 2026-04-30 | → |
| 134 | GALLERIA FINANCIAL ADVISORS, LLC | ATLANTA | 133673 | $239.2M | 2 | 2026-02-28 | → |
| 135 | CAPITAL INVESTMENT ADVISORS, LLC | ATLANTA | 158055 | $8.21B | 107 | 2026-04-30 | → |
| 136 | FIRST CITY CAPITAL MANAGEMENT INC | SAVANNAH | 104780 | $423.7M | 6 | 2026-03-31 | → |
| 137 | MPWM ADVISORY SOLUTIONS LLC | ALPHARETTA | 169885 | $326.9M | 20 | 2026-03-31 | → |
| 138 | BANYAN CAPITAL MANAGEMENT, INC. | ATLANTA | 108123 | $281.7M | 3 | 2026-02-28 | → |
| 139 | CAPE INVESTMENT ADVISORY, INC. | MCDONOUGH | 146384 | $473.7M | 34 | 2026-03-31 | → |
| 140 | R. STEWART EADS INVESTMENT COUNSEL, INC. | ATLANTA | 105524 | $240.5M | 6 | 2026-03-31 | → |
| 141 | KIKER WEALTH MANAGEMENT, LLC | JASPER | 154405 | $395.1M | 9 | 2026-05-31 | → |
| 142 | LANIER FINANCIAL GROUP LLC | ATHENS | 152945 | $236.2M | 6 | 2026-03-31 | → |
| 143 | SHERRILL & HUTCHINS FINANCIAL ADVISORY INC | ATLANTA | 105302 | $623.7M | 9 | 2026-06-30 | → |
| 144 | REGISTER FINANCIAL ADVISORS, LLC | ATLANTA | 143884 | $488.5M | 15 | 2026-04-30 | → |
| 145 | AMERICAN FINANCIAL ADVISORS, LLC. | MARIETTA | 115824 | $950.2M | 7 | 2026-05-31 | → |
| 146 | GMT CAPITAL CORP. | ATLANTA | 160404 | $6.90B | 19 | 2026-03-31 | → |
| 147 | DYCHE WEALTH MANAGEMENT, INC | FAYETTEVILLE | 159708 | $162.3M | 4 | 2026-05-31 | → |
| 148 | ELEVATE WEALTH ADVISORY, INC. | ATHENS | 149713 | $385.5M | 13 | 2026-03-31 | → |
| 149 | PEACHCAP TAX & ADVISORY, LLC | ATLANTA | 158729 | $147.5M | 4 | 2026-02-28 | → |
| 150 | WAYPOINT WEALTH COUNSEL LLC | ATLANTA | 171822 | $824.3M | 4 | 2026-03-31 | → |
| 151 | KEYSTONE FINANCIAL GROUP, INC. | ATLANTA | 129301 | $247.4M | 7 | 2026-04-30 | → |
| 152 | WISER WEALTH MANAGEMENT, INC | MARIETTA | 125282 | $513.6M | 11 | 2026-06-30 | → |
| 153 | FORTHRIGHT WEALTH MANAGEMENT, LLC | ALPHARETTA | 220515 | $773.4M | 10 | 2026-05-31 | → |
| 154 | LLOYD ADVISORY SERVICES, LLC | SUWANEE | 150582 | $437.6M | 13 | 2026-03-31 | → |
| 155 | MANNERS PAUL & ASSOCIATES, INC. | MARIETTA | 110996 | $349.5M | 3 | 2025-10-31 | → |
| 156 | AP WEALTH MANAGEMENT, LLC | AUGUSTA | 156417 | $339.6M | 7 | 2026-03-31 | → |
| 157 | BERKELEY CAPITAL PARTNERS, LLC | MILTON | 281082 | $1.10B | 11 | 2026-03-31 | → |
| 158 | PROACTIVE WEALTH STRATEGIES, LLC | MARIETTA | 318872 | $315.8M | 4 | 2026-06-30 | → |
| 159 | GOLDEN YEARS ADVISORY, LLC | DULUTH | 151640 | $111.1M | 2 | 2026-02-28 | → |
| 160 | BEY-DOUGLAS, LLC | MARIETTA | 108856 | $179.8M | 3 | 2026-03-31 | → |
| 161 | WEALTH ENGAGEMENT LLC | ATLANTA | 310438 | $105.0M | 3 | 2026-06-30 | → |
| 162 | CAPITAL MANAGEMENT ADVISORS INC | MARIETTA | 110447 | $52.0M | 4 | 2025-12-31 | → |
| 163 | BENEDICT FINANCIAL ADVISORS, INC. | ATLANTA | 116690 | $529.4M | 7 | 2026-03-31 | → |
| 164 | GRIFFITH & WERNER, INC. | CANTON | 136380 | $218.6M | 4 | 2026-05-31 | → |
| 165 | BUSH INVESTMENT GROUP, LLC | VALDOSTA | 304262 | $258.4M | 12 | 2026-02-28 | → |
| 166 | WYNN CAPITAL LLC | AUGUSTA | 281291 | $320.2M | 4 | 2026-04-30 | → |
| 167 | WEST PACES ADVISORS, INC. | ATLANTA | 175512 | $1.01B | 7 | 2026-01-31 | → |
| 168 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | SAVANNAH | 126942 | $258.7M | 5 | 2026-01-31 | → |
| 169 | COVEY CAPITAL ADVISORS, LLC | ATLANTA | 151978 | $156.5M | 1 | 2026-02-28 | → |
| 170 | PARK SQUARE FINANCIAL GROUP, LLC | ROSWELL | 332268 | $218.6M | 5 | 2026-04-30 | → |
| 171 | RICHARD YOUNG ASSOCIATES, LTD. | AUGUSTA | 126124 | $1.20B | 16 | 2026-02-28 | → |
| 172 | GOODWIN INVESTMENT ADVISORY, LLC | WOODSTOCK | 131193 | $397.0M | 13 | 2026-03-31 | → |
| 173 | SMITH & HOWARD WEALTH MANAGEMENT, LLC | ATLANTA | 109540 | $726.9M | 10 | 2026-01-31 | → |
| 174 | PFW ADVISORS, LLC | ATLANTA | 325119 | $393.2M | 4 | 2026-01-31 | → |
| 175 | PARRISH CAPITAL, LLC | KENNESAW | 172783 | $150.0M | 3 | 2026-03-31 | → |
| 176 | THE STRATEGIC FINANCIAL ALLIANCE, INC. | ATLANTA | 126514 | $382.0M | 56 | 2026-03-31 | → |
| 177 | LONGVIEW WEALTH MANAGEMENT, INC. | ATLANTA | 136214 | $1.15B | 24 | 2026-05-31 | → |
| 178 | WELA STRATEGIES, INC. | ATLANTA | 147762 | $255.5M | 22 | 2025-03-31 | → |
| 179 | COMMONWEALTH FINANCIAL PLANNERS INC | ROSWELL | 106831 | $227.6M | 3 | 2026-03-31 | → |
| 180 | RESURGENT FINANCIAL ADVISORS LLC | ATLANTA | 299575 | $354.7M | 20 | 2026-05-31 | → |
| 181 | MURPHY MIDDLETON HINKLE & PARKER, INC. | THOMASVILLE | 107861 | $435.3M | 4 | 2026-03-31 | → |
| 182 | TRADEMARK CAPITAL MANAGEMENT INC. | WATKINSVILLE | 214512 | $150.8M | 7 | 2026-03-31 | → |
| 183 | RIDGE CAPITAL MANAGEMENT, LLC | JOHN CREEK | 127200 | $186.0M | 6 | 2026-05-31 | → |
| 184 | AMERICAN WEALTH MANAGEMENT, INC. | ALPHARETTA | 25536 | $310.0M | 10 | 2026-03-31 | → |
| 185 | MAGELLAN PLANNING GROUP, INC. | ATLANTA | 338739 | $210.0M | 3 | 2026-03-31 | → |
| 186 | FERGUSON SHAPIRO LLC | DECATUR | 297555 | $415.2M | 9 | 2026-05-31 | → |
| 187 | EXIT WEALTH ADVISORS, LLC | ALPHARETTA | 332573 | $243.2M | 7 | 2026-03-31 | → |
| 188 | NICHOLAS WEALTH, LLC | MARIETTA | 282635 | $739.8M | 19 | 2026-04-30 | → |
| 189 | INCOMPASS FINANCIAL PARTNERS, LLC | ALPHARETTA | 318227 | $192.0M | 6 | 2026-02-28 | → |
| 190 | TRUE SQUARE FINANCIAL LLC | ATLANTA | 287997 | $178.8M | 1 | 2026-01-31 | → |
| 191 | FINANCIAL CONSULTANTS GROUP INC | CUMMING | 108062 | $188.2M | 8 | 2026-03-31 | → |
| 192 | AMERICAN WEALTH ADVISORS, LLC | JOHNS CREEK | 145791 | $120.2M | 3 | 2026-03-31 | → |
| 193 | ARCH PARTNERS WEALTH MANAGEMENT, INC. | WATKINSVILLE | 123735 | $109.2M | 3 | 2026-01-31 | → |
| 194 | COLLECTIVE WEALTH PARTNERS, LLC | ATLANTA | 317519 | $59.9M | 6 | 2026-06-30 | → |
| 195 | GEORGE M. HILLER COMPANIES, LLC | ATLANTA | 112409 | $183.0M | 5 | 2026-03-31 | → |
| 196 | VERACITY CAPITAL LLC | ATLANTA | 304272 | $799.8M | 12 | 2026-04-30 | → |
| 197 | PRESTON F. SANDERS, CHFC, LLC | WATKINSVILLE | 125741 | $148.8M | 3 | 2026-03-31 | → |
| 198 | FULLY FINANCIAL, LLC | ATHENS | 326015 | $111.1M | 3 | 2026-06-30 | → |
| 199 | YEOMANS CONSULTING GROUP, INC. | MARIETTA | 125573 | $377.1M | 14 | 2026-01-31 | → |
| 200 | SMITH, BROWN & GROOVER, INC. | MACON | 1329 | $284.2M | 7 | 2026-03-31 | → |
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