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Ranking, Georgia

Independent RIAs with the biggest asset gains over one year in Georgia

As of October 2, 2026, Openarc Corporate Advisory, LLC ranked #1 in Georgia in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $10.1 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Georgia
Rank Firm City Increase
1 Openarc Corporate Advisory, LLC Atlanta $10.1 billion
2 HB Wealth Atlanta $4.3 billion
3 Advisory Services Network Atlanta $2.0 billion
4 Bip Wealth, LLC Atlanta $1.9 billion
5 Capital Investment Advisors, LLC Atlanta $1.9 billion
6 Aprio Wealth Management, LLC Atlanta $1.5 billion
7 Signaturefd, LLC Atlanta $1.3 billion
8 Impact Partnership Wealth, LLC Marietta $1.3 billion
9 Advocacy Wealth Management, LLC Atlanta $1.2 billion
10 LCP Institutional, LLC Atlanta $1.2 billion
11 Nicholas Hoffman & Company, LLC Atlanta $1.1 billion
12 BT Family Office, LLC Atlanta $968.3 million
13 Sage Mountain Advisors, LLC Atlanta $922.6 million
14 IFG Advisory, LLC Atlanta $786.7 million
15 Anchyra Partners LLC Atlanta $689.2 million
16 Crawford Investment Counsel Inc Atlanta $644.8 million
17 Southeast Asset Advisors, LLC Thomasville $482.4 million
18 Gibbs Wealth Management, LLC Alpharetta $425.7 million
19 Marietta Wealth Management, LLC Marietta $420.2 million
20 Cahaba Wealth Management, Inc. Atlanta $419.7 million
21 Henssler Financial Kennesaw $411.2 million
22 Inlight Wealth Atlanta $391.7 million
23 Arcus Capital Partners, LLC Atlanta $390.0 million
24 ZWJ Investment Counsel Inc Atlanta $370.8 million
25 Beacon Global Advisor Network, LLC Atlanta $348.2 million
26 Sound View Wealth Advisors Group, LLC Savannah $342.0 million
27 Elwood & Goetz Athens $260.7 million
28 Balentine Atlanta $247.0 million
29 The Fiduciary Group Savannah $241.2 million
30 Cannon Financial Strategists, Inc. Athens $235.9 million
31 Montag Atlanta $226.9 million
32 Richard Young Advisors Augusta $223.0 million
33 Rollins Financial Advisors, LLC Atlanta $205.7 million
34 Marco Investment Management LLC Atlanta $204.8 million
35 Jamison Private Wealth Management, Inc. Milton $201.3 million
36 JT Stratford, LLC Gainesville $199.3 million
37 Sunbeam Capital Management, LLC Atlanta $197.0 million
38 Chicory Wealth Decatur $157.7 million
39 Hamilton Capital Partners, LLC Atlanta $142.8 million
40 Adapt Wealth Advisors, LLC Atlanta $141.4 million
41 Financial Innovations, LLC Atlanta $135.1 million
42 Firethorn Wealth Partners, LLC Augusta $128.3 million
43 Persium Advisors, LLC Atlanta $127.4 million
44 Eagle Rock Investment Company, LLC Atlanta $126.8 million
45 Kiker Wealth Management, LLC Jasper $126.5 million
46 Builder Investment Group Atlanta $114.7 million
47 Forthright Wealth Management, LLC Alpharetta $109.6 million
48 Wiser Wealth Management, Inc Marietta $109.1 million
49 Berkeley Capital Partners, LLC Milton $105.3 million
50 Veracity Capital LLC Atlanta $104.3 million
51 Weaver Capital Management, LLC Suwanee $103.7 million
52 Investors Asset Management of Georgia Inc Atlanta $100.7 million
53 Novapoint Capital LLC Atlanta $98.9 million
54 Asset Advisors Augusta $98.6 million
55 Chatham Capital Group Inc Savannah $97.5 million
56 Woodstock Wealth Management, Inc. Woodstock $96.6 million
57 Carson Advisory Group Athens $93.2 million
58 Peachtree Wealth Advisors, Inc Atlanta $90.0 million
59 Irc Wealth Atlanta $88.6 million
60 Trufp Cumming $87.6 million
61 Wellspring Wealth Management LLC Alpharetta $86.7 million
62 Epg Wealth Management LLC Atlanta $83.6 million
63 Greatmark Investment Partners, Inc. Columbus $81.9 million
64 Christy Capital Management, Inc. Macon $80.9 million
65 Smith & Howard Wealth Management, LLC Atlanta $80.4 million
66 Regent Peak Wealth Advisors, LLC Atlanta $79.7 million
67 West Paces Advisors, Inc. Atlanta $78.4 million
68 Sard Wealth Managment Group, LLC Atlanta $74.6 million
69 Holcombe Financial, Inc. Atlanta $72.2 million
70 Rowland Miller + Partners LLC Atlanta $71.9 million
71 Wynn Capital Augusta $69.2 million
72 Proactive Wealth Strategies, LLC Marietta $62.3 million
73 Banyan Capital Management, Inc. Atlanta $61.5 million
74 Paces Ferry Wealth Advisors, LLC Atlanta $61.2 million
75 Meadow Creek Wealth Advisors, LLC Atlanta $59.6 million
76 Conscious Wealth Investments, LLC Atlanta $58.4 million
77 Sherrill & Hutchins Financial Advisory Inc Atlanta $57.8 million
78 American Financial Advisors, LLC. Marietta $55.0 million
79 Paul Manners & Associates, Inc. Marietta $54.5 million
80 Benedict Financial Advisors, Inc. Atlanta $54.4 million
81 Ferguson Shapiro LLC Decatur $53.4 million
82 Goodwin Investment Advisory Woodstock $52.6 million
83 Loftin Wealth Partners Johns Creek $52.1 million
84 The Jenkins Group Albany $49.4 million
85 Longview Wealth Management Atlanta $48.9 million
86 Estate Management Counselors,llc Atlanta $48.8 million
87 Power Wealth Management Alpharetta $48.6 million
88 Financial Consultants Group Inc Cumming $48.3 million
89 Large and Gilbert Wealth Advisory Atlanta $47.8 million
90 Elevate Wealth Advisory, Inc. Athens $47.4 million
91 Wickham Financial & Insurance Services Marietta $47.2 million
92 Wealth Science Advisors LLC Alpharetta $46.2 million
93 Atlas Investment Advisors Alpharetta $45.9 million
94 AP Wealth Management Augusta $45.6 million
95 Bush Wealth Management Valdosta $45.3 million
96 Asset Management Group Cartersville $44.4 million
97 Baer Wealth Management Marietta $40.4 million
98 Compass Wealth Management, LLC Atlanta $39.9 million
99 Tandemgrowth Financial Advisors, LLC Alpharetta $38.9 million
100 Minerva Planning Group Decatur $38.6 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.