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RIA directory Rankings Biggest asset gains Georgia
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 .