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 | |
|---|---|---|---|---|---|---|---|
| 201 | PROACTIVE WEALTH STRATEGIES, LLC | MARIETTA | 318872 | $315.8M | 4 | 2026-06-30 | → |
| 202 | O15 CAPITAL PARTNERS, LLC | ATLANTA | 328464 | $310.3M | 9 | 2026-03-31 | → |
| 203 | AMERICAN WEALTH MANAGEMENT, INC. | ALPHARETTA | 25536 | $310.0M | 10 | 2026-03-31 | → |
| 204 | BATTLE INVESTMENT GROUP, LLC | ATLANTA | 283292 | $307.9M | 6 | 2026-04-30 | → |
| 205 | GROVE MOUNTAIN PARTNERS, LLC | ATLANTA | 322303 | $307.7M | 7 | 2026-05-31 | → |
| 206 | COMPASS WEALTH MANAGEMENT, LLC | ATLANTA | 156482 | $307.7M | 4 | 2026-02-28 | → |
| 207 | MONTEREY WEALTH PARTNERS LLC | ATLANTA | 172577 | $300.1M | 3 | 2026-01-31 | → |
| 208 | TANDEMGROWTH FINANCIAL ADVISORS, LLC | ALPHARETTA | 125490 | $297.0M | 4 | 2026-03-31 | → |
| 209 | ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC | ROSWELL | 322496 | $295.3M | 4 | 2025-03-31 | → |
| 210 | ESTATE MANAGEMENT COUNSELORS,LLC | ATLANTA | 126624 | $294.3M | 4 | 2026-03-31 | → |
| 211 | BAUGH & ASSOCIATES, LLC | ATLANTA | 136342 | $294.2M | 4 | 2026-03-31 | → |
| 212 | CHATHAM CAPITAL MANAGEMENT, LLC | ATLANTA | 160961 | $288.9M | 8 | 2026-03-31 | → |
| 213 | SMITH, BROWN & GROOVER, INC. | MACON | 1329 | $284.2M | 7 | 2026-03-31 | → |
| 214 | VERISAIL PARTNERS, LLC | CHAMBLEE | 153751 | $283.6M | 6 | 2026-06-30 | → |
| 215 | BANYAN CAPITAL MANAGEMENT, INC. | ATLANTA | 108123 | $281.7M | 3 | 2026-02-28 | → |
| 216 | CONSCIOUS WEALTH INVESTMENTS, LLC | ATLANTA | 319143 | $272.8M | 7 | 2026-06-30 | → |
| 217 | BULL STREET ADVISORS, LLC | SAVANNAH | 304058 | $271.9M | 1 | 2026-03-31 | → |
| 218 | THE JENKINS FINANCIAL GROUP, INC. | ALBANY | 125941 | $270.1M | 5 | 2026-03-31 | → |
| 219 | C.W. O'CONNER WEALTH ADVISORS, INC. | DULUTH | 125646 | $264.6M | 3 | 2026-02-28 | → |
| 220 | ABLES, IANNONE, MOORE & ASSOCIATES, INC. | SAVANNAH | 126942 | $258.7M | 5 | 2026-01-31 | → |
| 221 | BUSH INVESTMENT GROUP, LLC | VALDOSTA | 304262 | $258.4M | 12 | 2026-02-28 | → |
| 222 | WELA STRATEGIES, INC. | ATLANTA | 147762 | $255.5M | 22 | 2025-03-31 | → |
| 223 | DECATUR CAPITAL MANAGEMENT, INC. | DECATUR | 120679 | $253.7M | 6 | 2026-03-31 | → |
| 224 | AURORA INVESTMENT COUNSEL | ATLANTA | 107460 | $252.7M | 3 | 2026-03-31 | → |
| 225 | CHECKS & BALANCES, INC. | ATLANTA | 112145 | $251.1M | 1 | 2026-01-31 | → |
| 226 | JOURNEY BEYOND WEALTH, LLC | ROSWELL | 290367 | $250.3M | 6 | 2026-02-28 | → |
| 227 | WEALTH INTELLIGENCE, LLC | COLUMBUS | 333253 | $247.5M | 5 | 2026-02-28 | → |
| 228 | KEYSTONE FINANCIAL GROUP, INC. | ATLANTA | 129301 | $247.4M | 7 | 2026-04-30 | → |
| 229 | INTEGRAS PARTNERS, LLC | ALPHARETTA | 172979 | $244.8M | 5 | 2026-02-28 | → |
| 230 | EXIT WEALTH ADVISORS, LLC | ALPHARETTA | 332573 | $243.2M | 7 | 2026-03-31 | → |
| 231 | ANSON CAPITAL, INC. | TYRONE | 131416 | $242.2M | 5 | 2026-02-28 | → |
| 232 | CAYMUS EQUITY PARTNERS, LLC | ATLANTA | 322999 | $241.6M | 11 | 2026-03-31 | → |
| 233 | GREYBULL PARTNERS LLC | ATLANTA | 128390 | $241.0M | 20 | 2026-06-30 | → |
| 234 | R. STEWART EADS INVESTMENT COUNSEL, INC. | ATLANTA | 105524 | $240.5M | 6 | 2026-03-31 | → |
| 235 | GALLERIA FINANCIAL ADVISORS, LLC | ATLANTA | 133673 | $239.2M | 2 | 2026-02-28 | → |
| 236 | MINERVA PLANNING GROUP, INC. | DECATUR | 127263 | $236.9M | 5 | 2026-04-30 | → |
| 237 | LANIER FINANCIAL GROUP LLC | ATHENS | 152945 | $236.2M | 6 | 2026-03-31 | → |
| 238 | RULE ONE PARTNERS, LLC | MORELAND | 166341 | $236.2M | 6 | 2026-03-31 | → |
| 239 | LEGACY PLANNING ADVISORS, LLC | SUWANEE | 121289 | $234.0M | 8 | 2026-02-28 | → |
| 240 | CYGNUS CAPITAL ADVISERS, LLC | ATLANTA | 323041 | $229.7M | 8 | 2026-04-30 | → |
| 241 | COMMONWEALTH FINANCIAL PLANNERS INC | ROSWELL | 106831 | $227.6M | 3 | 2026-03-31 | → |
| 242 | MRP CAPITAL INVESTMENTS, LLC | ALPHARETTA | 167256 | $227.6M | 5 | 2026-03-31 | → |
| 243 | ALDER FINANCIAL GROUP INC | ATLANTA | 108837 | $224.1M | 3 | 2026-03-31 | → |
| 244 | REICON WEALTH ADVISORS, LLC | ATLANTA | 315043 | $220.1M | 5 | 2026-03-31 | → |
| 245 | SAN BLAS ADVISORY, INC. | ATLANTA | 296929 | $218.9M | 13 | 2026-05-31 | → |
| 246 | GRIFFITH & WERNER, INC. | CANTON | 136380 | $218.6M | 4 | 2026-05-31 | → |
| 247 | PARK SQUARE FINANCIAL GROUP, LLC | ROSWELL | 332268 | $218.6M | 5 | 2026-04-30 | → |
| 248 | BOOMFISH WEALTH GROUP, LLC | ALPHARETTA | 159201 | $214.4M | 13 | 2026-03-31 | → |
| 249 | PREMIS ADVISORS, LLC | ATLANTA | 283679 | $213.9M | 1 | 2026-03-31 | → |
| 250 | MAGELLAN PLANNING GROUP, INC. | ATLANTA | 338739 | $210.0M | 3 | 2026-03-31 | → |
| 251 | DANER WEALTH MANAGEMENT, LLC | ALPHARETTA | 317373 | $201.7M | 2 | 2026-03-31 | → |
| 252 | AMG ASSET MANAGEMENT GROUP, INC. | CARTERSVILLE | 319444 | $200.1M | 5 | 2026-06-30 | → |
| 253 | CORNERCAP INVESTMENT COUNSEL INC | ATLANTA | 107852 | $199.2M | 4 | 2025-03-31 | → |
| 254 | FINANCIAL ARCHITECTS, LLC | WOODSTOCK | 116027 | $199.2M | 3 | 2026-02-28 | → |
| 255 | TOWNSEND PERSONAL FINANCIAL PLANNING, LLC | COLUMBUS | 126241 | $194.0M | 3 | 2026-02-28 | → |
| 256 | CAPITAL AND PLANNING, LLC | JONESBORO | 321104 | $193.9M | 2 | 2026-05-31 | → |
| 257 | WICKHAM FINANCIAL GROUP, INC. | MARIETTA | 307299 | $193.0M | 4 | 2026-03-31 | → |
| 258 | INCOMPASS FINANCIAL PARTNERS, LLC | ALPHARETTA | 318227 | $192.0M | 6 | 2026-02-28 | → |
| 259 | RFP FINANCIAL GROUP, LLC | ATLANTA | 293206 | $192.0M | 3 | 2026-03-31 | → |
| 260 | PHORCYS CAPITAL PARTNERS, LLC | ALPHARETTA | 285635 | $191.5M | 7 | 2026-04-30 | → |
| 261 | XCEPTION ADVISORY SERVICES, LLC | ATLANTA | 338122 | $189.3M | 5 | 2026-05-31 | → |
| 262 | CFS WEALTH MANAGEMENT, LLC | MACON | 135579 | $189.1M | 3 | 2026-03-31 | → |
| 263 | ELM3 FINANCIAL GROUP, LLC | ALPHARETTA | 140594 | $189.0M | 6 | 2026-06-30 | → |
| 264 | WRIGHT WEALTH LLC | ATLANTA | 321215 | $188.5M | 7 | 2026-06-30 | → |
| 265 | FINANCIAL CONSULTANTS GROUP INC | CUMMING | 108062 | $188.2M | 8 | 2026-03-31 | → |
| 266 | RIDGE CAPITAL MANAGEMENT, LLC | JOHN CREEK | 127200 | $186.0M | 6 | 2026-05-31 | → |
| 267 | ASH INVESTMENT PARTNERS, LLC | ATLANTA | 322109 | $185.7M | 10 | 2026-04-30 | → |
| 268 | ATLAS FINANCIAL PLANNING, LLC | ALPHARETTA | 324861 | $184.1M | 2 | 2026-02-28 | → |
| 269 | GEORGE M. HILLER COMPANIES, LLC | ATLANTA | 112409 | $183.0M | 5 | 2026-03-31 | → |
| 270 | BEY-DOUGLAS, LLC | MARIETTA | 108856 | $179.8M | 3 | 2026-03-31 | → |
| 271 | TRUE SQUARE FINANCIAL LLC | ATLANTA | 287997 | $178.8M | 1 | 2026-01-31 | → |
| 272 | NEWCORP FINANCIAL SERVICES, INC. | ALPHARETTA | 297125 | $177.1M | 3 | 2026-02-28 | → |
| 273 | CHANCELLOR WEALTH MANAGEMENT, INC. | ATLANTA | 112918 | $174.0M | 3 | 2026-03-31 | → |
| 274 | OVERLAY MANAGEMENT, LLC | ALPHARETTA | 324401 | $168.6M | 16 | 2026-04-30 | → |
| 275 | THE MONITOR GROUP, INC. | MARTINEZ | 126576 | $167.2M | 3 | 2026-03-31 | → |
| 276 | THE KEYSTONE FINANCIAL ALLIANCE, LLC | ATLANTA | 168760 | $164.7M | 3 | 2026-03-31 | → |
| 277 | LINDER FINANCIAL SERVICES, INC. | ALPHARETTA | 117861 | $163.6M | 4 | 2025-02-28 | → |
| 278 | DYCHE WEALTH MANAGEMENT, INC | FAYETTEVILLE | 159708 | $162.3M | 4 | 2026-05-31 | → |
| 279 | GUTT FINANCIAL MANAGEMENT, LLC | ATLANTA | 109270 | $162.1M | 2 | 2026-01-31 | → |
| 280 | MW ADVISORY LLC | ATLANTA | 338634 | $160.7M | 9 | 2026-06-30 | → |
| 281 | WIREGRASS INVESTMENT MANAGEMENT LLC | THOMASVILLE | 284608 | $159.7M | 3 | 2026-05-31 | → |
| 282 | STARR-MATHEWS FINANCIAL, LLC | CALHOUN | 166199 | $158.6M | 6 | 2026-03-31 | → |
| 283 | GEORGIA WEALTH PARTNERS, LLC | GRIFFIN | 314602 | $157.5M | 4 | 2026-03-31 | → |
| 284 | COVEY CAPITAL ADVISORS, LLC | ATLANTA | 151978 | $156.5M | 1 | 2026-02-28 | → |
| 285 | LYNX CAPITAL, LLC | ATLANTA | 306282 | $154.5M | 6 | 2026-03-31 | → |
| 286 | MAVEN CAPITAL PARTNERS, LLC | ATLANTA | 300626 | $152.9M | 5 | 2026-03-31 | → |
| 287 | WEST ELK CAPITAL, LLC | ATLANTA | 292743 | $152.3M | 2 | 2026-03-31 | → |
| 288 | THE RENN WEALTH MANAGEMENT GROUP, INC. | ATLANTA | 117500 | $151.9M | 4 | 2026-02-28 | → |
| 289 | TRADEMARK CAPITAL MANAGEMENT INC. | WATKINSVILLE | 214512 | $150.8M | 7 | 2026-03-31 | → |
| 290 | UNIFIED INVESTMENT MANAGEMENT, LLC | ATLANTA | 326056 | $150.6M | 2 | 2026-01-31 | → |
| 291 | PARRISH CAPITAL, LLC | KENNESAW | 172783 | $150.0M | 3 | 2026-03-31 | → |
| 292 | PRESTON F. SANDERS, CHFC, LLC | WATKINSVILLE | 125741 | $148.8M | 3 | 2026-03-31 | → |
| 293 | PEACHCAP TAX & ADVISORY, LLC | ATLANTA | 158729 | $147.5M | 4 | 2026-02-28 | → |
| 294 | CROWN MANAGEMENT ADVISORS, LLC | ATLANTA | 326369 | $142.2M | 6 | 2026-03-31 | → |
| 295 | J. L. PERKINS WEALTH MANAGEMENT, LLC | MACON | 174308 | $142.2M | 8 | 2026-04-30 | → |
| 296 | FSAM LLC | ALPHARETTA | 287851 | $138.4M | 14 | 2026-03-31 | → |
| 297 | FORTHRIGHT PARTNERS LLC | ATLANTA | 310311 | $136.5M | 3 | 2025-02-28 | → |
| 298 | LINX PARTNERS, LLC | ATLANTA | 158607 | $131.4M | 4 | 2026-03-31 | → |
| 299 | ST. JOHN & ASSOCIATES, INC. | ROSWELL | 124778 | $128.4M | 6 | 2026-03-31 | → |
| 300 | NETWORTH FINANCIAL SERVICES, LLC | JOHNS CREEK | 126666 | $128.1M | 5 | 2026-03-31 | → |
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