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For asset managers
AdvisorIQ

Ranking, Georgia

Fastest-growing independent RIAs over three years in Georgia

As of October 2, 2026, Gibbs Wealth Management, LLC ranked #1 in Georgia in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 74.6%, from a base of $200.2 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 Gibbs Wealth Management, LLC Alpharetta 74.6% $200.2 million
2 Beacon Global Advisor Network, LLC Atlanta 63.9% $169.4 million
3 Sunbeam Capital Management, LLC Atlanta 53.7% $113.0 million
4 Pgi Wealth Management Alpharetta 53.5% $257.5 million
5 Power Wealth Management Alpharetta 49.8% $127.8 million
6 Aprio Wealth Management, LLC Atlanta 46.6% $1.3 billion
7 Hamilton Capital Partners, LLC Atlanta 45.7% $143.5 million
8 Kiker Wealth Management, LLC Jasper 44.4% $131.2 million
9 Sage Mountain Advisors, LLC Atlanta 41.1% $1.5 billion
10 Advocacy Wealth Management, LLC Atlanta 37.9% $1.2 billion
11 Inlight Wealth Atlanta 36.3% $332.7 million
12 HB Wealth Atlanta 34.0% $12.5 billion
13 Bip Wealth, LLC Atlanta 31.8% $2.3 billion
14 Bluechip Wealth Advisors LLC Milton 30.9% $297.3 million
15 Wiser Wealth Management, Inc Marietta 30.1% $233.3 million
16 Trufp Cumming 28.6% $198.1 million
17 Persium Advisors, LLC Atlanta 27.7% $280.4 million
18 Peachtree Wealth Advisors, Inc Atlanta 26.6% $215.3 million
19 BT Family Office, LLC Atlanta 26.6% $2.0 billion
20 Wynn Capital Augusta 26.4% $158.6 million
21 Goodwin Investment Advisory Woodstock 26.3% $197.0 million
22 Bison Wealth, LLC Atlanta 26.0% $1.4 billion
23 JT Stratford, LLC Gainesville 25.7% $510.6 million
24 Weaver Capital Management, LLC Suwanee 24.7% $277.1 million
25 Asset Management Group Cartersville 24.6% $103.4 million
26 Reicon Wealth Advisors, LLC Atlanta 24.4% $114.3 million
27 Elwood & Goetz Athens 23.9% $564.5 million
28 Jamison Private Wealth Management, Inc. Milton 23.7% $555.5 million
29 Capital Investment Advisors, LLC Atlanta 23.6% $4.4 billion
30 IFG Advisory, LLC Atlanta 23.4% $2.5 billion
31 Rollins Financial Advisors, LLC Atlanta 23.3% $848.3 million
32 Large and Gilbert Wealth Advisory Atlanta 22.9% $133.2 million
33 Ridge Capital Management, LLC John Creek 22.8% $100.4 million
34 Advisory Services Network Atlanta 22.4% $5.8 billion
35 Cahaba Wealth Management, Inc. Atlanta 22.3% $1.1 billion
36 Firethorn Wealth Partners, LLC Augusta 21.5% $374.5 million
37 Wealth Science Advisors LLC Alpharetta 21.2% $313.5 million
38 Capital and Planning, LLC Jonesboro 21.1% $109.2 million
39 Financial Architects, LLC Woodstock 21.0% $112.4 million
40 ELM3 Financial Group, LLC Alpharetta 21.0% $106.8 million
41 Journey Beyond Wealth Roswell 20.7% $142.2 million
42 Proactive Wealth Strategies, LLC Marietta 20.7% $179.8 million
43 Richard Young Advisors Augusta 20.5% $683.8 million
44 Bey-Douglas, LLC Investment Counsel Marietta 20.4% $102.9 million
45 Minerva Planning Group Decatur 20.4% $135.6 million
46 Financial Innovations, LLC Atlanta 20.2% $308.3 million
47 Woodstock Wealth Management, Inc. Woodstock 20.2% $418.8 million
48 Paces Ferry Wealth Advisors, LLC Atlanta 19.3% $289.2 million
49 MPWM Advisory Solutions LLC Alpharetta 19.3% $192.6 million
50 Loftin Wealth Partners Johns Creek 19.2% $203.6 million
51 Eagle Rock Investment Company, LLC Atlanta 18.9% $468.2 million
52 Conscious Wealth Investments, LLC Atlanta 18.9% $162.4 million
53 Ables, Iannone, Moore & Associates, Inc. Savannah 18.8% $154.2 million
54 Griffith & Werner, Inc. Canton 18.8% $130.5 million
55 Sard Wealth Managment Group, LLC Atlanta 18.5% $278.8 million
56 Banyan Capital Management, Inc. Atlanta 18.4% $169.6 million
57 1776 Wealth LLC Sandy Springs 18.4% $235.3 million
58 Mosaic Wealth Management, L.L.C. Atlanta 18.4% $144.0 million
59 Christy Capital Management, Inc. Macon 18.3% $227.1 million
60 Sound View Wealth Advisors Group, LLC Savannah 18.3% $1.4 billion
61 Chicory Wealth Decatur 18.1% $509.8 million
62 Bush Wealth Management Valdosta 18.0% $157.4 million
63 Builder Investment Group Atlanta 18.0% $580.3 million
64 AP Wealth Management Augusta 17.9% $207.3 million
65 Novapoint Capital LLC Atlanta 17.4% $331.4 million
66 Incompass Financial Partners, LLC Alpharetta 17.2% $119.3 million
67 Compass Wealth Management, LLC Atlanta 16.9% $192.4 million
68 Wiregrass Asset Management Thomasville 16.8% $100.2 million
69 Wealth with No Regrets® Alpharetta 16.4% $136.0 million
70 Signaturefd, LLC Atlanta 16.3% $6.1 billion
71 Investors Asset Management of Georgia Inc Atlanta 15.7% $324.2 million
72 Chatham Capital Group Inc Savannah 15.6% $568.2 million
73 Wickham Financial & Insurance Services Marietta 15.6% $125.0 million
74 Irc Wealth Atlanta 15.5% $432.3 million
75 Cannon Financial Strategists, Inc. Athens 15.5% $1.1 billion
76 Ciovacco Capital Management Atlanta 15.4% $141.5 million
77 Estate Management Counselors,llc Atlanta 15.3% $192.2 million
78 Meadow Creek Wealth Advisors, LLC Atlanta 15.1% $477.1 million
79 Marietta Wealth Management, LLC Marietta 15.0% $916.3 million
80 LCP Institutional, LLC Atlanta 14.9% $2.1 billion
81 Galleria Financial Advisors, LLC Atlanta 14.9% $157.9 million
82 Verisail Partners, LLC Chamblee 14.8% $187.4 million
83 Nicholas Hoffman & Company, LLC Atlanta 14.8% $5.5 billion
84 Access Investment Management, LLC Atlanta 14.7% $302.8 million
85 Smith & Howard Wealth Management, LLC Atlanta 14.6% $482.9 million
86 Wellspring Wealth Management LLC Alpharetta 14.5% $389.5 million
87 Forthright Wealth Management, LLC Alpharetta 14.5% $515.1 million
88 Golden Bell Financial Planning, LLC Alpharetta 14.4% $139.5 million
89 Greatmark Investment Partners, Inc. Columbus 14.2% $685.6 million
90 Regimen Wealth, LLC Atlanta 14.2% $245.4 million
91 West Paces Advisors, Inc. Atlanta 14.2% $676.5 million
92 Tandemgrowth Financial Advisors, LLC Alpharetta 13.9% $200.9 million
93 Regent Peak Wealth Advisors, LLC Atlanta 13.9% $532.0 million
94 The Fiduciary Group Savannah 13.9% $1.3 billion
95 Marco Investment Management LLC Atlanta 13.8% $1.2 billion
96 Daner Wealth Management, LLC Alpharetta 13.4% $138.2 million
97 Commonwealth Financial Planners Inc Roswell 13.4% $156.2 million
98 Holcombe Financial, Inc. Atlanta 13.3% $310.8 million
99 Henssler Financial Kennesaw 13.1% $2.6 billion
100 First Advisors National, LLC Atlanta 13.0% $350.4 million

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

More rankings

Fastest growing, 3 years 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.