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 | |
|---|---|---|---|---|---|---|---|
| 301 | THE MARIN GROUP INC. | ATLANTA | 125217 | $128.1M | 2 | 2026-06-30 | → |
| 302 | THE ADVISORY FIRM | ALPHARETTA | 139125 | $126.4M | 1 | 2026-06-30 | → |
| 303 | VIP WEALTH ADVISORS LLC | DECATUR | 335528 | $126.1M | 1 | 2026-03-31 | → |
| 304 | BERKELEY ADVISORS, INC. | ATLANTA | 134455 | $125.3M | 2 | 2026-02-28 | → |
| 305 | T.R.U.E. COASTAL CAPITAL, LLC | SAVANNAH | 281556 | $124.1M | 4 | 2026-03-31 | → |
| 306 | WASSAW SOUND MANAGEMENT, LLC | SAVANNAH | 299164 | $122.7M | 3 | 2026-03-31 | → |
| 307 | STRICKLAND DAVIS ADVISORS LLC | MARIETTA | 126538 | $121.3M | 3 | 2026-03-31 | → |
| 308 | AMERICAN WEALTH ADVISORS, LLC | JOHNS CREEK | 145791 | $120.2M | 3 | 2026-03-31 | → |
| 309 | SENTARA CAPITAL LLC | MARIETTA | 161132 | $119.6M | 3 | 2026-02-28 | → |
| 310 | CMC FINANCIAL GROUP, LLC | ATLANTA | 292413 | $119.3M | 4 | 2026-03-31 | → |
| 311 | THE FINANCIAL DISCOVERY GROUP,INC. | ATLANTA | 125383 | $118.3M | 3 | 2026-03-31 | → |
| 312 | CORNERSTONE FINANCIAL MANAGEMENT, LLC | ATLANTA | 125494 | $118.0M | 3 | 2026-06-30 | → |
| 313 | FORT HARRIS CONSULTING, INC. | ROSWELL | 286379 | $117.4M | 6 | 2025-05-31 | → |
| 314 | GEORGIA ADVISORY GROUP LLC | ALPHARETTA | 306815 | $117.0M | 2 | 2026-06-30 | → |
| 315 | MCCORMACK FINANCIAL PLANNING INC. | ATLANTA | 136857 | $115.7M | 3 | 2026-02-28 | → |
| 316 | CONCOURSE CAPITAL MANAGEMENT, LLC | ATLANTA | 160182 | $114.1M | 9 | 2024-12-31 | → |
| 317 | INFINITE GIVING ADVISORY SERVICES, INC. | ATLANTA | 315935 | $112.8M | 10 | 2026-05-31 | → |
| 318 | FULLY FINANCIAL, LLC | ATHENS | 326015 | $111.1M | 3 | 2026-06-30 | → |
| 319 | GOLDEN YEARS ADVISORY, LLC | DULUTH | 151640 | $111.1M | 2 | 2026-02-28 | → |
| 320 | ALPHA FINANCIAL MANAGEMENT, INC. | SAVANNAH | 125800 | $109.4M | 4 | 2026-04-30 | → |
| 321 | ARCH PARTNERS WEALTH MANAGEMENT, INC. | WATKINSVILLE | 123735 | $109.2M | 3 | 2026-01-31 | → |
| 322 | SKYPOINT CAPITAL ADVISORS, LLC | ATLANTA | 314979 | $109.0M | 1 | 2026-04-30 | → |
| 323 | CAPITAL ENDURANCE GROUP, INC | ALPHARETTA | 284793 | $108.8M | 3 | 2026-06-30 | → |
| 324 | HORSE COVE PARTNERS LLC | ATLANTA | 172389 | $106.6M | 9 | 2026-03-31 | → |
| 325 | WEALTH ENGAGEMENT LLC | ATLANTA | 310438 | $105.0M | 3 | 2026-06-30 | → |
| 326 | CARTER, TERRY & COMPANY, INC. | ATLANTA | 16365 | $104.0M | 33 | 2026-03-31 | → |
| 327 | 34 FINANCIAL, LLC | ATLANTA | 329383 | $101.0M | 4 | 2026-02-28 | → |
| 328 | HARBINGER ALTERNATIVE ASSOCIATES, LLC | ATLANTA | 337984 | $100.0M | 15 | 2026-03-31 | → |
| 329 | GRAY GHOST MANAGEMENT & OPERATIONS LLC | ATLANTA | 163417 | $74.7M | 7 | 2024-12-31 | → |
| 330 | GLOBAL INVESTMENT ADVISORY LLC | MCDONOUGH | 310305 | $71.8M | 9 | 2026-06-30 | → |
| 331 | COLLECTIVE WEALTH PARTNERS, LLC | ATLANTA | 317519 | $59.9M | 6 | 2026-06-30 | → |
| 332 | KDHB V CAPITAL MANAGEMENT, LLC | ATLANTA | 307182 | $54.8M | 1 | 2026-03-31 | → |
| 333 | INFINITY CREDIT ADVISORY, LLC | ATLANTA | 331652 | $53.5M | 1 | 2026-03-31 | → |
| 334 | CAPITAL MANAGEMENT ADVISORS INC | MARIETTA | 110447 | $52.0M | 4 | 2025-12-31 | → |
| 335 | CONCOURSE CAPITAL ADVISORS, LLC | ATLANTA | 336424 | $36.1M | 1 | 2026-03-31 | → |
| 336 | QUADRANT REAL ESTATE ADVISORS LLC | ALPHARETTA | 138077 | $24.9M | 2 | 2026-03-31 | → |
| 337 | PRCE MANAGEMENT LLC | ALPHARETTA | 312533 | $22.2M | 5 | 2026-03-31 | → |
| 338 | YOUR WEALTH CONSULTANTS | ATLANTA | 310328 | $2.1M | 1 | 2026-01-31 | → |
| 339 | WOLVERINE INVESTMENT ADVISORS, LLC | ATLANTA | 307037 | $1.4M | 3 | 2026-05-31 | → |
| 340 | OPPENHEIMERFUNDS INC | ATLANTA | 104983 | $827,684 | 15 | 2026-03-31 | → |
| 341 | TIMBERLINK LLC | JOHNS CREEK | 170067 | $594,011 | 2 | 2026-01-31 | → |
| 342 | GREENWOOD INVESTMENT ADVISORS, LLC | ATLANTA | 327470 | $229,197 | 2 | 2026-04-30 | → |
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