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AdvisorIQ

Ranking, Georgia

Independent RIAs with the fastest client growth over one year in Georgia

As of October 2, 2026, Bison Wealth, LLC ranked #1 in Georgia in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 185.6%, from a base of 3,152.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Bison Wealth, LLC Atlanta 185.6% 3,152
2 Bip Wealth, LLC Atlanta 86.1% 1,692
3 Aprio Wealth Management, LLC Atlanta 79.6% 946
4 Impact Partnership Wealth, LLC Marietta 54.7% 5,181
5 Adapt Wealth Advisors, LLC Atlanta 53.3% 302
6 Beacon Global Advisor Network, LLC Atlanta 51.7% 915
7 First Advisors National, LLC Atlanta 41.8% 3,437
8 Ridge Capital Management, LLC John Creek 40.9% 242
9 CMC Financial Group, LLC Atlanta 36.9% 168
10 LCP Institutional, LLC Atlanta 30.4% 102
11 C.W. O'Conner Wealth Advisors, Inc. Duluth 29.2% 106
12 Wiser Wealth Management, Inc Marietta 28.4% 493
13 Capital Investment Advisors, LLC Atlanta 28.0% 4,698
14 Jamison Private Wealth Management, Inc. Milton 26.5% 422
15 MRP Capital Investments, LLC Alpharetta 22.1% 122
16 Gibbs Wealth Management, LLC Alpharetta 21.5% 4,407
17 Estate Management Counselors,llc Atlanta 19.4% 310
18 Sentara Capital Marietta 16.6% 145
19 Baer Wealth Management Marietta 16.1% 274
20 Proactive Wealth Strategies, LLC Marietta 16.0% 381
21 Banyan Capital Management, Inc. Atlanta 14.8% 122
22 Advocacy Wealth Management, LLC Atlanta 14.5% 1,507
23 Financial Innovations, LLC Atlanta 14.2% 316
24 Trademark Capital Management Inc. Watkinsville 14.1% 297
25 Power Wealth Management Alpharetta 14.0% 222
26 Elwood & Goetz Athens 13.8% 603
27 Persium Advisors, LLC Atlanta 12.7% 157
28 Chicory Wealth Decatur 12.7% 487
29 Sound View Wealth Advisors Group, LLC Savannah 12.6% 844
30 The Jenkins Group Albany 12.6% 223
31 Anson Analytics Tyrone 12.5% 104
32 Wealth with No Regrets® Alpharetta 11.7% 213
33 Kiker Wealth Management, LLC Jasper 11.4% 809
34 Atlas Investment Advisors Alpharetta 11.3% 106
35 Marietta Wealth Management, LLC Marietta 10.4% 433
36 Firethorn Wealth Partners, LLC Augusta 10.4% 664
37 Goodwin Investment Advisory Woodstock 9.8% 398
38 Peachtree Wealth Advisors, Inc Atlanta 9.3% 460
39 Veracity Capital LLC Atlanta 9.3% 335
40 Weaver Capital Management, LLC Suwanee 9.1% 186
41 Forthright Wealth Management, LLC Alpharetta 9.1% 527
42 Regent Peak Wealth Advisors, LLC Atlanta 8.8% 205
43 Cannon Financial Strategists, Inc. Athens 8.7% 934
44 Wynn Capital Augusta 8.7% 277
45 Elevate Wealth Advisory, Inc. Athens 8.5% 585
46 Wickham Financial & Insurance Services Marietta 8.5% 284
47 Advisory Services Network Atlanta 8.4% 11,967
48 Bush Wealth Management Valdosta 8.3% 458
49 Sage Mountain Advisors, LLC Atlanta 7.9% 191
50 Financial Consultants Group Inc Cumming 7.9% 242
51 IFG Advisory, LLC Atlanta 7.7% 8,821
52 JT Stratford, LLC Gainesville 7.7% 1,183
53 Cahaba Wealth Management, Inc. Atlanta 7.5% 945
54 Georgia Wealth Partners, LLC Griffin 7.5% 493
55 Arcus Capital Partners, LLC Atlanta 7.4% 435
56 Large and Gilbert Wealth Advisory Atlanta 7.3% 287
57 Epg Wealth Management LLC Atlanta 7.2% 1,114
58 Loftin Wealth Partners Johns Creek 6.6% 363
59 ZWJ Investment Counsel Inc Atlanta 6.2% 996
60 Capital and Planning, LLC Jonesboro 6.2% 487
61 Greatmark Investment Partners, Inc. Columbus 5.9% 409
62 HC Advisors LLC Sandy Springs 5.6% 195
63 Chatham Capital Group Inc Savannah 5.5% 237
64 Galleria Financial Advisors, LLC Atlanta 5.3% 133
65 The Fiduciary Group Savannah 5.2% 667
66 Henssler Financial Kennesaw 5.2% 1,679
67 Townsend Wealth Management Columbus 5.1% 175
68 Richard Young Advisors Augusta 5.1% 1,846
69 Daner Wealth Management, LLC Alpharetta 5.0% 181
70 Sard Wealth Managment Group, LLC Atlanta 4.8% 310
71 Novapoint Capital LLC Atlanta 4.8% 208
72 ELM3 Financial Group, LLC Alpharetta 4.7% 274
73 Kingsmark Private Financial Advisors, LLC Albany 4.7% 424
74 Ables, Iannone, Moore & Associates, Inc. Savannah 4.6% 391
75 HB Wealth Atlanta 4.4% 5,230
76 Marco Investment Management LLC Atlanta 4.3% 255
77 Signaturefd, LLC Atlanta 4.3% 1,837
78 Minerva Planning Group Decatur 4.3% 117
79 Commonwealth Financial Planners Inc Roswell 3.9% 127
80 Builder Investment Group Atlanta 3.9% 178
81 Nicholas Hoffman & Company, LLC Atlanta 3.8% 394
82 Investors Asset Management of Georgia Inc Atlanta 3.7% 513
83 Irc Wealth Atlanta 3.6% 360
84 Tandemgrowth Financial Advisors, LLC Alpharetta 3.5% 201
85 Berkeley Capital Partners, LLC Milton 3.3% 1,858
86 Wealth Intelligence, LLC Columbus 3.2% 221
87 Woodstock Wealth Management, Inc. Woodstock 3.1% 1,540
88 Incompass Financial Partners, LLC Alpharetta 3.0% 330
89 Verisail Partners, LLC Chamblee 3.0% 270
90 Paul Manners & Associates, Inc. Marietta 2.9% 238
91 Bey-Douglas, LLC Investment Counsel Marietta 2.7% 146
92 Parrish Capital, LLC Kennesaw 2.6% 235
93 Asset Advisors Augusta 2.4% 466
94 Eads & Heald Wealth Management Atlanta 1.8% 225
95 CFS Wealth Management Macon 1.8% 457
96 The Monitor Group, Inc. Martinez 1.7% 173
97 Carson Advisory Group Athens 1.7% 1,069
98 Hayes Wealth Advisors, LLC Sandy Springs 1.4% 216
99 QM Advisors LLC Peachtree City 1.3% 159
100 Compass Wealth Management, LLC Atlanta 1.2% 169

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

More rankings

Client growth 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.