# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/georgia/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Georgia
- firms_listed: 100
- rows: rank: 1, crd: 336837, firm: Openarc Corporate Advisory, LLC, city: Atlanta, state: GA, value: 10094562750, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336837/; rank: 2, crd: 316731, firm: HB Wealth, city: Atlanta, state: GA, value: 4278105750, base_value: 25880296192, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316731/; rank: 3, crd: 146051, firm: Advisory Services Network, city: Atlanta, state: GA, value: 1975901475, base_value: 8619812562, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146051/; rank: 4, crd: 143208, firm: Bip Wealth, LLC, city: Atlanta, state: GA, value: 1923585402, base_value: 3364405786, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143208/; rank: 5, crd: 158055, firm: Capital Investment Advisors, LLC, city: Atlanta, state: GA, value: 1914215902, base_value: 6298397792, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158055/; rank: 6, crd: 127333, firm: Aprio Wealth Management, LLC, city: Atlanta, state: GA, value: 1519706938, base_value: 2635136991, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127333/; rank: 7, crd: 112758, firm: Signaturefd, LLC, city: Atlanta, state: GA, value: 1344290660, base_value: 8331600262, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112758/; rank: 8, crd: 313928, firm: Impact Partnership Wealth, LLC, city: Marietta, state: GA, value: 1281827522, base_value: 1682147707, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313928/; rank: 9, crd: 141943, firm: Advocacy Wealth Management, LLC, city: Atlanta, state: GA, value: 1160597851, base_value: 2084296352, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141943/; rank: 10, crd: 325133, firm: LCP Institutional, LLC, city: Atlanta, state: GA, value: 1159295057, base_value: 2017279733, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325133/; rank: 11, crd: 144516, firm: Nicholas Hoffman & Company, LLC, city: Atlanta, state: GA, value: 1101293412, base_value: 7161171861, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144516/; rank: 12, crd: 305713, firm: BT Family Office, LLC, city: Atlanta, state: GA, value: 968274356, base_value: 3028234069, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305713/; rank: 13, crd: 298593, firm: Sage Mountain Advisors, LLC, city: Atlanta, state: GA, value: 922565170, base_value: 3364259268, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298593/; rank: 14, crd: 168012, firm: IFG Advisory, LLC, city: Atlanta, state: GA, value: 786738145, base_value: 3972449338, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168012/; rank: 15, crd: 335467, firm: Anchyra Partners LLC, city: Atlanta, state: GA, value: 689203741, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335467/; rank: 16, crd: 110271, firm: Crawford Investment Counsel Inc, city: Atlanta, state: GA, value: 644816801, base_value: 8494589824, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110271/; rank: 17, crd: 107588, firm: Southeast Asset Advisors, LLC, city: Thomasville, state: GA, value: 482394764, base_value: 3717428235, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107588/; rank: 18, crd: 281621, firm: Gibbs Wealth Management, LLC, city: Alpharetta, state: GA, value: 425664232, base_value: 639157693, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281621/; rank: 19, crd: 281782, firm: Marietta Wealth Management, LLC, city: Marietta, state: GA, value: 420169488, base_value: 974375088, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281782/; rank: 20, crd: 151675, firm: Cahaba Wealth Management, Inc., city: Atlanta, state: GA, value: 419665352, base_value: 1641225754, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151675/; rank: 21, crd: 104545, firm: Henssler Financial, city: Kennesaw, state: GA, value: 411247893, base_value: 3403216968, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104545/; rank: 22, crd: 289908, firm: Inlight Wealth, city: Atlanta, state: GA, value: 391745178, base_value: 451537978, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289908/; rank: 23, crd: 147346, firm: Arcus Capital Partners, LLC, city: Atlanta, state: GA, value: 390013595, base_value: 2122557796, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147346/; rank: 24, crd: 110397, firm: ZWJ Investment Counsel Inc, city: Atlanta, state: GA, value: 370815346, base_value: 3856084952, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110397/; rank: 25, crd: 288833, firm: Beacon Global Advisor Network, LLC, city: Atlanta, state: GA, value: 348208734, base_value: 396867180, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288833/; rank: 26, crd: 300927, firm: Sound View Wealth Advisors Group, LLC, city: Savannah, state: GA, value: 341958256, base_value: 1937657662, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300927/; rank: 27, crd: 154839, firm: Elwood & Goetz, city: Athens, state: GA, value: 260738987, base_value: 813016044, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154839/; rank: 28, crd: 152511, firm: Balentine, city: Atlanta, state: GA, value: 246974904, base_value: 5295516500, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152511/; rank: 29, crd: 221530, firm: The Fiduciary Group, city: Savannah, state: GA, value: 241245238, base_value: 1728035318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/221530/; rank: 30, crd: 133509, firm: Cannon Financial Strategists, Inc., city: Athens, state: GA, value: 235863482, base_value: 1433957745, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133509/; rank: 31, crd: 105756, firm: Montag, city: Atlanta, state: GA, value: 226939959, base_value: 2746167726, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105756/; rank: 32, crd: 126124, firm: Richard Young Advisors, city: Augusta, state: GA, value: 222965318, base_value: 972379424, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126124/; rank: 33, crd: 312921, firm: Rollins Financial Advisors, LLC, city: Atlanta, state: GA, value: 205687979, base_value: 1382588015, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312921/; rank: 34, crd: 108170, firm: Marco Investment Management LLC, city: Atlanta, state: GA, value: 204772075, base_value: 1561855720, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108170/; rank: 35, crd: 109040, firm: Jamison Private Wealth Management, Inc., city: Milton, state: GA, value: 201270924, base_value: 851302957, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109040/; rank: 36, crd: 155629, firm: JT Stratford, LLC, city: Gainesville, state: GA, value: 199327887, base_value: 814917678, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155629/; rank: 37, crd: 289723, firm: Sunbeam Capital Management, LLC, city: Atlanta, state: GA, value: 196980688, base_value: 213179129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289723/; rank: 38, crd: 290887, firm: Chicory Wealth, city: Decatur, state: GA, value: 157688233, base_value: 682691835, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290887/; rank: 39, crd: 314344, firm: Hamilton Capital Partners, LLC, city: Atlanta, state: GA, value: 142750035, base_value: 301246755, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314344/; rank: 40, crd: 329448, firm: Adapt Wealth Advisors, LLC, city: Atlanta, state: GA, value: 141437921, base_value: 327765997, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329448/; rank: 41, crd: 142769, firm: Financial Innovations, LLC, city: Atlanta, state: GA, value: 135104601, base_value: 400093442, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142769/; rank: 42, crd: 297634, firm: Firethorn Wealth Partners, LLC, city: Augusta, state: GA, value: 128326940, base_value: 543566110, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297634/; rank: 43, crd: 128335, firm: Persium Advisors, LLC, city: Atlanta, state: GA, value: 127358304, base_value: 456271837, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128335/; rank: 44, crd: 313832, firm: Eagle Rock Investment Company, LLC, city: Atlanta, state: GA, value: 126769960, base_value: 659953497, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313832/; rank: 45, crd: 154405, firm: Kiker Wealth Management, LLC, city: Jasper, state: GA, value: 126523601, base_value: 268580103, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154405/; rank: 46, crd: 107671, firm: Builder Investment Group, city: Atlanta, state: GA, value: 114724826, base_value: 837804375, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107671/; rank: 47, crd: 220515, firm: Forthright Wealth Management, LLC, city: Alpharetta, state: GA, value: 109645332, base_value: 663769999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/220515/; rank: 48, crd: 125282, firm: Wiser Wealth Management, Inc, city: Marietta, state: GA, value: 109055726, base_value: 404575980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125282/; rank: 49, crd: 281082, firm: Berkeley Capital Partners, LLC, city: Milton, state: GA, value: 105303588, base_value: 999117565, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281082/; rank: 50, crd: 304272, firm: Veracity Capital LLC, city: Atlanta, state: GA, value: 104327924, base_value: 695437335, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304272/; rank: 51, crd: 135037, firm: Weaver Capital Management, LLC, city: Suwanee, state: GA, value: 103699804, base_value: 434059079, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135037/; rank: 52, crd: 106796, firm: Investors Asset Management of Georgia Inc, city: Atlanta, state: GA, value: 100713927, base_value: 401298696, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106796/; rank: 53, crd: 173663, firm: Novapoint Capital LLC, city: Atlanta, state: GA, value: 98896933, base_value: 437278227, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173663/; rank: 54, crd: 297305, firm: Asset Advisors, city: Augusta, state: GA, value: 98559969, base_value: 1300476408, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297305/; rank: 55, crd: 106174, firm: Chatham Capital Group Inc, city: Savannah, state: GA, value: 97532650, base_value: 780553448, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106174/; rank: 56, crd: 283472, firm: Woodstock Wealth Management, Inc., city: Woodstock, state: GA, value: 96626909, base_value: 629939767, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283472/; rank: 57, crd: 117410, firm: Carson Advisory Group, city: Athens, state: GA, value: 93173601, base_value: 771707055, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117410/; rank: 58, crd: 139779, firm: Peachtree Wealth Advisors, Inc, city: Atlanta, state: GA, value: 89996852, base_value: 346789913, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139779/; rank: 59, crd: 132022, firm: Irc Wealth, city: Atlanta, state: GA, value: 88565749, base_value: 578150873, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132022/; rank: 60, crd: 299212, firm: Trufp, city: Cumming, state: GA, value: 87557901, base_value: 334137900, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299212/; rank: 61, crd: 134834, firm: Wellspring Wealth Management LLC, city: Alpharetta, state: GA, value: 86663491, base_value: 498151872, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134834/; rank: 62, crd: 302075, firm: Epg Wealth Management LLC, city: Atlanta, state: GA, value: 83596090, base_value: 495489968, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302075/; rank: 63, crd: 105267, firm: Greatmark Investment Partners, Inc., city: Columbus, state: GA, value: 81867891, base_value: 938736455, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105267/; rank: 64, crd: 149313, firm: Christy Capital Management, Inc., city: Macon, state: GA, value: 80944551, base_value: 295354080, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149313/; rank: 65, crd: 109540, firm: Smith & Howard Wealth Management, LLC, city: Atlanta, state: GA, value: 80352619, base_value: 646535276, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109540/; rank: 66, crd: 298259, firm: Regent Peak Wealth Advisors, LLC, city: Atlanta, state: GA, value: 79658917, base_value: 706202478, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298259/; rank: 67, crd: 175512, firm: West Paces Advisors, Inc., city: Atlanta, state: GA, value: 78437602, base_value: 927912566, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175512/; rank: 68, crd: 123457, firm: Sard Wealth Managment Group, LLC, city: Atlanta, state: GA, value: 74562647, base_value: 389410435, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123457/; rank: 69, crd: 142238, firm: Holcombe Financial, Inc., city: Atlanta, state: GA, value: 72171818, base_value: 379390696, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142238/; rank: 70, crd: 226629, firm: Rowland Miller + Partners LLC, city: Atlanta, state: GA, value: 71874383, base_value: 563980547, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226629/; rank: 71, crd: 281291, firm: Wynn Capital, city: Augusta, state: GA, value: 69203062, base_value: 250959217, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281291/; rank: 72, crd: 318872, firm: Proactive Wealth Strategies, LLC, city: Marietta, state: GA, value: 62289176, base_value: 253549812, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318872/; rank: 73, crd: 108123, firm: Banyan Capital Management, Inc., city: Atlanta, state: GA, value: 61468073, base_value: 220270547, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108123/; rank: 74, crd: 300057, firm: Paces Ferry Wealth Advisors, LLC, city: Atlanta, state: GA, value: 61234257, base_value: 430008091, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300057/; rank: 75, crd: 297796, firm: Meadow Creek Wealth Advisors, LLC, city: Atlanta, state: GA, value: 59562171, base_value: 668464064, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297796/; rank: 76, crd: 319143, firm: Conscious Wealth Investments, LLC, city: Atlanta, state: GA, value: 58385837, base_value: 214411725, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319143/; rank: 77, crd: 105302, firm: Sherrill & Hutchins Financial Advisory Inc, city: Atlanta, state: GA, value: 57834690, base_value: 565867131, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105302/; rank: 78, crd: 115824, firm: American Financial Advisors, LLC., city: Marietta, state: GA, value: 55030246, base_value: 895119966, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115824/; rank: 79, crd: 110996, firm: Paul Manners & Associates, Inc., city: Marietta, state: GA, value: 54517404, base_value: 337159657, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110996/; rank: 80, crd: 116690, firm: Benedict Financial Advisors, Inc., city: Atlanta, state: GA, value: 54431702, base_value: 474950483, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116690/; rank: 81, crd: 297555, firm: Ferguson Shapiro LLC, city: Decatur, state: GA, value: 53396580, base_value: 361798775, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297555/; rank: 82, crd: 131193, firm: Goodwin Investment Advisory, city: Woodstock, state: GA, value: 52572030, base_value: 344435070, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131193/; rank: 83, crd: 305359, firm: Loftin Wealth Partners, city: Johns Creek, state: GA, value: 52067213, base_value: 292423448, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305359/; rank: 84, crd: 125941, firm: The Jenkins Group, city: Albany, state: GA, value: 49398758, base_value: 220707884, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125941/; rank: 85, crd: 136214, firm: Longview Wealth Management, city: Atlanta, state: GA, value: 48877450, base_value: 1104703390, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136214/; rank: 86, crd: 126624, firm: Estate Management Counselors,llc, city: Atlanta, state: GA, value: 48764063, base_value: 245553292, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126624/; rank: 87, crd: 315101, firm: Power Wealth Management, city: Alpharetta, state: GA, value: 48565302, base_value: 381356108, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315101/; rank: 88, crd: 108062, firm: Financial Consultants Group Inc, city: Cumming, state: GA, value: 48285386, base_value: 139886174, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108062/; rank: 89, crd: 129301, firm: Large and Gilbert Wealth Advisory, city: Atlanta, state: GA, value: 47847125, base_value: 199587555, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129301/; rank: 90, crd: 149713, firm: Elevate Wealth Advisory, Inc., city: Athens, state: GA, value: 47376643, base_value: 338136673, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149713/; rank: 91, crd: 307299, firm: Wickham Financial & Insurance Services, city: Marietta, state: GA, value: 47150840, base_value: 145808313, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307299/; rank: 92, crd: 321031, firm: Wealth Science Advisors LLC, city: Alpharetta, state: GA, value: 46240359, base_value: 512509148, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321031/; rank: 93, crd: 324861, firm: Atlas Investment Advisors, city: Alpharetta, state: GA, value: 45922874, base_value: 138177126, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324861/; rank: 94, crd: 156417, firm: AP Wealth Management, city: Augusta, state: GA, value: 45553724, base_value: 294000868, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156417/; rank: 95, crd: 304262, firm: Bush Wealth Management, city: Valdosta, state: GA, value: 45255194, base_value: 213112663, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304262/; rank: 96, crd: 319444, firm: Asset Management Group, city: Cartersville, state: GA, value: 44376915, base_value: 155678906, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319444/; rank: 97, crd: 150555, firm: Baer Wealth Management, city: Marietta, state: GA, value: 40400000, base_value: 294329000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150555/; rank: 98, crd: 156482, firm: Compass Wealth Management, LLC, city: Atlanta, state: GA, value: 39882249, base_value: 267821668, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156482/; rank: 99, crd: 125490, firm: Tandemgrowth Financial Advisors, LLC, city: Alpharetta, state: GA, value: 38944484, base_value: 258055730, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125490/; rank: 100, crd: 127263, firm: Minerva Planning Group, city: Decatur, state: GA, value: 38610075, base_value: 198248921, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127263/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Georgia](https://advisoriq.com/ria/states/georgia/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/georgia/

License: https://advisoriq.com/license/