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AdvisorIQ

Ranking, Georgia

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Georgia

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

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

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 SB Advisory, LLC Broker-dealer affiliated Atlanta 74.3% 1,574
5 Impact Partnership Wealth, LLC Marietta 54.7% 5,181
6 Adapt Wealth Advisors, LLC Atlanta 53.3% 302
7 Beacon Global Advisor Network, LLC Atlanta 51.7% 915
8 Merit Financial Advisors Broker-dealer affiliated Alpharetta 43.5% 14,438
9 First Advisors National, LLC Atlanta 41.8% 3,437
10 Ridge Capital Management, LLC John Creek 40.9% 242
11 CMC Financial Group, LLC Atlanta 36.9% 168
12 LCP Institutional, LLC Atlanta 30.4% 102
13 C.W. O'Conner Wealth Advisors, Inc. Duluth 29.2% 106
14 Wiser Wealth Management, Inc Marietta 28.4% 493
15 Capital Investment Advisors, LLC Atlanta 28.0% 4,698
16 Jamison Private Wealth Management, Inc. Milton 26.5% 422
17 Primerica Advisors Broker-dealer affiliated Duluth 24.7% 54,384
18 Arkadios Wealth Advisors Broker-dealer affiliated Atlanta 23.1% 12,091
19 MRP Capital Investments, LLC Alpharetta 22.1% 122
20 Gibbs Wealth Management, LLC Alpharetta 21.5% 4,407
21 Estate Management Counselors,llc Atlanta 19.4% 310
22 Sentara Capital Marietta 16.6% 145
23 Baer Wealth Management Marietta 16.1% 274
24 Proactive Wealth Strategies, LLC Marietta 16.0% 381
25 Banyan Capital Management, Inc. Atlanta 14.8% 122
26 Advocacy Wealth Management, LLC Atlanta 14.5% 1,507
27 Financial Innovations, LLC Atlanta 14.2% 316
28 Trademark Capital Management Inc. Watkinsville 14.1% 297
29 Power Wealth Management Alpharetta 14.0% 222
30 Elwood & Goetz Athens 13.8% 603
31 Legacy Planning Advisors, LLC Broker-dealer affiliated Suwanee 13.0% 239
32 Persium Advisors, LLC Atlanta 12.7% 157
33 Chicory Wealth Decatur 12.7% 487
34 Sound View Wealth Advisors Group, LLC Savannah 12.6% 844
35 The Jenkins Group Albany 12.6% 223
36 Anson Analytics Tyrone 12.5% 104
37 Wealth with No Regrets® Alpharetta 11.7% 213
38 Kiker Wealth Management, LLC Jasper 11.4% 809
39 Atlas Investment Advisors Alpharetta 11.3% 106
40 Marietta Wealth Management, LLC Marietta 10.4% 433
41 Firethorn Wealth Partners, LLC Augusta 10.4% 664
42 Goodwin Investment Advisory Woodstock 9.8% 398
43 Dai Wealth, LLC Broker-dealer affiliated Atlanta 9.6% 1,407
44 Peachtree Wealth Advisors, Inc Atlanta 9.3% 460
45 Veracity Capital LLC Atlanta 9.3% 335
46 Weaver Capital Management, LLC Suwanee 9.1% 186
47 Forthright Wealth Management, LLC Alpharetta 9.1% 527
48 Regent Peak Wealth Advisors, LLC Atlanta 8.8% 205
49 Cannon Financial Strategists, Inc. Athens 8.7% 934
50 Wynn Capital Augusta 8.7% 277
51 Elevate Wealth Advisory, Inc. Athens 8.5% 585
52 Wickham Financial & Insurance Services Marietta 8.5% 284
53 Advisory Services Network Atlanta 8.4% 11,967
54 Bush Wealth Management Valdosta 8.3% 458
55 Sage Mountain Advisors, LLC Atlanta 7.9% 191
56 Financial Consultants Group Inc Cumming 7.9% 242
57 IFG Advisory, LLC Atlanta 7.7% 8,821
58 JT Stratford, LLC Gainesville 7.7% 1,183
59 Cahaba Wealth Management, Inc. Atlanta 7.5% 945
60 Georgia Wealth Partners, LLC Griffin 7.5% 493
61 Arcus Capital Partners, LLC Atlanta 7.4% 435
62 Large and Gilbert Wealth Advisory Atlanta 7.3% 287
63 Epg Wealth Management LLC Atlanta 7.2% 1,114
64 Register Financial Advisors, LLC Broker-dealer affiliated Atlanta 6.7% 406
65 Loftin Wealth Partners Johns Creek 6.6% 363
66 ZWJ Investment Counsel Inc Atlanta 6.2% 996
67 Capital and Planning, LLC Jonesboro 6.2% 487
68 Greatmark Investment Partners, Inc. Columbus 5.9% 409
69 HC Advisors LLC Sandy Springs 5.6% 195
70 Chatham Capital Group Inc Savannah 5.5% 237
71 Galleria Financial Advisors, LLC Atlanta 5.3% 133
72 The Fiduciary Group Savannah 5.2% 667
73 Henssler Financial Kennesaw 5.2% 1,679
74 Townsend Wealth Management Columbus 5.1% 175
75 Richard Young Advisors Augusta 5.1% 1,846
76 Daner Wealth Management, LLC Alpharetta 5.0% 181
77 Sard Wealth Managment Group, LLC Atlanta 4.8% 310
78 Novapoint Capital LLC Atlanta 4.8% 208
79 Osaic Advisory Services, LLC Broker-dealer affiliated Atlanta 4.8% 28,703
80 ELM3 Financial Group, LLC Alpharetta 4.7% 274
81 Kingsmark Private Financial Advisors, LLC Albany 4.7% 424
82 Ables, Iannone, Moore & Associates, Inc. Savannah 4.6% 391
83 HB Wealth Atlanta 4.4% 5,230
84 Marco Investment Management LLC Atlanta 4.3% 255
85 Signaturefd, LLC Atlanta 4.3% 1,837
86 Minerva Planning Group Decatur 4.3% 117
87 The Strategic Financial Alliance Broker-dealer affiliated Atlanta 4.1% 1,434
88 Truist Advisory Services, Inc. Broker-dealer affiliated Atlanta 3.9% 124,887
89 Commonwealth Financial Planners Inc Roswell 3.9% 127
90 Builder Investment Group Atlanta 3.9% 178
91 Nicholas Hoffman & Company, LLC Atlanta 3.8% 394
92 Investors Asset Management of Georgia Inc Atlanta 3.7% 513
93 Irc Wealth Atlanta 3.6% 360
94 Tandemgrowth Financial Advisors, LLC Alpharetta 3.5% 201
95 Synovus Securities, Inc. Broker-dealer affiliated Columbus 3.5% 12,090
96 Berkeley Capital Partners, LLC Milton 3.3% 1,858
97 Wealth Intelligence, LLC Columbus 3.2% 221
98 Woodstock Wealth Management, Inc. Woodstock 3.1% 1,540
99 Incompass Financial Partners, LLC Alpharetta 3.0% 330
100 Verisail Partners, LLC Chamblee 3.0% 270

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.