IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Georgia

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Georgia

As of October 2, 2026, Merit Financial Advisors ranked #1 in Georgia in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $13.3 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Rank Firm City Increase
1 Merit Financial Advisors Broker-dealer affiliated Alpharetta $13.3 billion
2 Openarc Corporate Advisory, LLC Atlanta $10.1 billion
3 Truist Advisory Services, Inc. Broker-dealer affiliated Atlanta $9.7 billion
4 Arkadios Wealth Advisors Broker-dealer affiliated Atlanta $4.9 billion
5 Primerica Advisors Broker-dealer affiliated Duluth $4.4 billion
6 HB Wealth Atlanta $4.3 billion
7 Osaic Advisory Services, LLC Broker-dealer affiliated Atlanta $3.0 billion
8 Advisory Services Network Atlanta $2.0 billion
9 Bip Wealth, LLC Atlanta $1.9 billion
10 Capital Investment Advisors, LLC Atlanta $1.9 billion
11 Aprio Wealth Management, LLC Atlanta $1.5 billion
12 Synovus Securities, Inc. Broker-dealer affiliated Columbus $1.4 billion
13 Signaturefd, LLC Atlanta $1.3 billion
14 Impact Partnership Wealth, LLC Marietta $1.3 billion
15 Advocacy Wealth Management, LLC Atlanta $1.2 billion
16 LCP Institutional, LLC Atlanta $1.2 billion
17 Nicholas Hoffman & Company, LLC Atlanta $1.1 billion
18 BT Family Office, LLC Atlanta $968.3 million
19 Sage Mountain Advisors, LLC Atlanta $922.6 million
20 IFG Advisory, LLC Atlanta $786.7 million
21 SB Advisory, LLC Broker-dealer affiliated Atlanta $696.7 million
22 Anchyra Partners LLC Atlanta $689.2 million
23 Crawford Investment Counsel Inc Atlanta $644.8 million
24 Southeast Asset Advisors, LLC Thomasville $482.4 million
25 Gibbs Wealth Management, LLC Alpharetta $425.7 million
26 Marietta Wealth Management, LLC Marietta $420.2 million
27 Cahaba Wealth Management, Inc. Atlanta $419.7 million
28 Henssler Financial Kennesaw $411.2 million
29 Inlight Wealth Atlanta $391.7 million
30 Arcus Capital Partners, LLC Atlanta $390.0 million
31 ZWJ Investment Counsel Inc Atlanta $370.8 million
32 Beacon Global Advisor Network, LLC Atlanta $348.2 million
33 Sound View Wealth Advisors Group, LLC Savannah $342.0 million
34 Elwood & Goetz Athens $260.7 million
35 Balentine Atlanta $247.0 million
36 The Fiduciary Group Savannah $241.2 million
37 Cannon Financial Strategists, Inc. Athens $235.9 million
38 Montag Atlanta $226.9 million
39 Richard Young Advisors Augusta $223.0 million
40 Rollins Financial Advisors, LLC Atlanta $205.7 million
41 Marco Investment Management LLC Atlanta $204.8 million
42 Jamison Private Wealth Management, Inc. Milton $201.3 million
43 JT Stratford, LLC Gainesville $199.3 million
44 Sunbeam Capital Management, LLC Atlanta $197.0 million
45 Chicory Wealth Decatur $157.7 million
46 Hamilton Capital Partners, LLC Atlanta $142.8 million
47 Adapt Wealth Advisors, LLC Atlanta $141.4 million
48 Financial Innovations, LLC Atlanta $135.1 million
49 Firethorn Wealth Partners, LLC Augusta $128.3 million
50 Persium Advisors, LLC Atlanta $127.4 million
51 Eagle Rock Investment Company, LLC Atlanta $126.8 million
52 Kiker Wealth Management, LLC Jasper $126.5 million
53 Builder Investment Group Atlanta $114.7 million
54 Forthright Wealth Management, LLC Alpharetta $109.6 million
55 Wiser Wealth Management, Inc Marietta $109.1 million
56 Berkeley Capital Partners, LLC Milton $105.3 million
57 Veracity Capital LLC Atlanta $104.3 million
58 Weaver Capital Management, LLC Suwanee $103.7 million
59 Investors Asset Management of Georgia Inc Atlanta $100.7 million
60 Novapoint Capital LLC Atlanta $98.9 million
61 Asset Advisors Augusta $98.6 million
62 Chatham Capital Group Inc Savannah $97.5 million
63 Woodstock Wealth Management, Inc. Woodstock $96.6 million
64 Carson Advisory Group Athens $93.2 million
65 Register Financial Advisors, LLC Broker-dealer affiliated Atlanta $91.5 million
66 Peachtree Wealth Advisors, Inc Atlanta $90.0 million
67 Irc Wealth Atlanta $88.6 million
68 Trufp Cumming $87.6 million
69 Wellspring Wealth Management LLC Alpharetta $86.7 million
70 Epg Wealth Management LLC Atlanta $83.6 million
71 Greatmark Investment Partners, Inc. Columbus $81.9 million
72 Christy Capital Management, Inc. Macon $80.9 million
73 Smith & Howard Wealth Management, LLC Atlanta $80.4 million
74 Regent Peak Wealth Advisors, LLC Atlanta $79.7 million
75 West Paces Advisors, Inc. Atlanta $78.4 million
76 Sard Wealth Managment Group, LLC Atlanta $74.6 million
77 Holcombe Financial, Inc. Atlanta $72.2 million
78 Rowland Miller + Partners LLC Atlanta $71.9 million
79 Cape Investment Advisory, Inc. Broker-dealer affiliated McDonough $71.3 million
80 Wynn Capital Augusta $69.2 million
81 Amb Wealth, LLC Broker-dealer affiliated Thomasville $64.1 million
82 Dai Wealth, LLC Broker-dealer affiliated Atlanta $62.5 million
83 Proactive Wealth Strategies, LLC Marietta $62.3 million
84 Banyan Capital Management, Inc. Atlanta $61.5 million
85 Paces Ferry Wealth Advisors, LLC Atlanta $61.2 million
86 Meadow Creek Wealth Advisors, LLC Atlanta $59.6 million
87 Conscious Wealth Investments, LLC Atlanta $58.4 million
88 Sherrill & Hutchins Financial Advisory Inc Atlanta $57.8 million
89 American Financial Advisors, LLC. Marietta $55.0 million
90 Paul Manners & Associates, Inc. Marietta $54.5 million
91 Benedict Financial Advisors, Inc. Atlanta $54.4 million
92 Ferguson Shapiro LLC Decatur $53.4 million
93 Goodwin Investment Advisory Woodstock $52.6 million
94 Loftin Wealth Partners Johns Creek $52.1 million
95 Global Investment Advisory Broker-dealer affiliated McDonough $50.3 million
96 The Jenkins Group Albany $49.4 million
97 Longview Wealth Management Atlanta $48.9 million
98 Estate Management Counselors,llc Atlanta $48.8 million
99 Power Wealth Management Alpharetta $48.6 million
100 Financial Consultants Group Inc Cumming $48.3 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.