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For asset managers
AdvisorIQ

Ranking, Georgia

Fastest-growing wealth firms over three years, including broker-dealer firms in Georgia

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

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

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 Arkadios Wealth Advisors Broker-dealer affiliated Atlanta 71.0% $1.8 billion
3 SB Advisory, LLC Broker-dealer affiliated Atlanta 64.6% $246.8 million
4 Beacon Global Advisor Network, LLC Atlanta 63.9% $169.4 million
5 Merit Financial Advisors Broker-dealer affiliated Alpharetta 62.9% $5.5 billion
6 Sunbeam Capital Management, LLC Atlanta 53.7% $113.0 million
7 Pgi Wealth Management Alpharetta 53.5% $257.5 million
8 Power Wealth Management Alpharetta 49.8% $127.8 million
9 Osaic Advisory Services, LLC Broker-dealer affiliated Atlanta 49.5% $4.6 billion
10 Aprio Wealth Management, LLC Atlanta 46.6% $1.3 billion
11 Hamilton Capital Partners, LLC Atlanta 45.7% $143.5 million
12 Dai Wealth, LLC Broker-dealer affiliated Atlanta 45.1% $108.0 million
13 Kiker Wealth Management, LLC Jasper 44.4% $131.2 million
14 Sage Mountain Advisors, LLC Atlanta 41.1% $1.5 billion
15 Advocacy Wealth Management, LLC Atlanta 37.9% $1.2 billion
16 Inlight Wealth Atlanta 36.3% $332.7 million
17 HB Wealth Atlanta 34.0% $12.5 billion
18 Register Financial Advisors, LLC Broker-dealer affiliated Atlanta 32.3% $210.8 million
19 Bip Wealth, LLC Atlanta 31.8% $2.3 billion
20 Bluechip Wealth Advisors LLC Milton 30.9% $297.3 million
21 Wiser Wealth Management, Inc Marietta 30.1% $233.3 million
22 Primerica Advisors Broker-dealer affiliated Duluth 29.9% $7.1 billion
23 Trufp Cumming 28.6% $198.1 million
24 Persium Advisors, LLC Atlanta 27.7% $280.4 million
25 Peachtree Wealth Advisors, Inc Atlanta 26.6% $215.3 million
26 BT Family Office, LLC Atlanta 26.6% $2.0 billion
27 Wynn Capital Augusta 26.4% $158.6 million
28 Goodwin Investment Advisory Woodstock 26.3% $197.0 million
29 Bison Wealth, LLC Atlanta 26.0% $1.4 billion
30 JT Stratford, LLC Gainesville 25.7% $510.6 million
31 Weaver Capital Management, LLC Suwanee 24.7% $277.1 million
32 Asset Management Group Cartersville 24.6% $103.4 million
33 Reicon Wealth Advisors, LLC Atlanta 24.4% $114.3 million
34 Elwood & Goetz Athens 23.9% $564.5 million
35 Jamison Private Wealth Management, Inc. Milton 23.7% $555.5 million
36 Capital Investment Advisors, LLC Atlanta 23.6% $4.4 billion
37 IFG Advisory, LLC Atlanta 23.4% $2.5 billion
38 Rollins Financial Advisors, LLC Atlanta 23.3% $848.3 million
39 Large and Gilbert Wealth Advisory Atlanta 22.9% $133.2 million
40 Ridge Capital Management, LLC John Creek 22.8% $100.4 million
41 Advisory Services Network Atlanta 22.4% $5.8 billion
42 Cahaba Wealth Management, Inc. Atlanta 22.3% $1.1 billion
43 Firethorn Wealth Partners, LLC Augusta 21.5% $374.5 million
44 Wealth Science Advisors LLC Alpharetta 21.2% $313.5 million
45 Capital and Planning, LLC Jonesboro 21.1% $109.2 million
46 Financial Architects, LLC Woodstock 21.0% $112.4 million
47 ELM3 Financial Group, LLC Alpharetta 21.0% $106.8 million
48 Journey Beyond Wealth Roswell 20.7% $142.2 million
49 Proactive Wealth Strategies, LLC Marietta 20.7% $179.8 million
50 Richard Young Advisors Augusta 20.5% $683.8 million
51 Bey-Douglas, LLC Investment Counsel Marietta 20.4% $102.9 million
52 Minerva Planning Group Decatur 20.4% $135.6 million
53 Financial Innovations, LLC Atlanta 20.2% $308.3 million
54 Woodstock Wealth Management, Inc. Woodstock 20.2% $418.8 million
55 Paces Ferry Wealth Advisors, LLC Atlanta 19.3% $289.2 million
56 MPWM Advisory Solutions LLC Alpharetta 19.3% $192.6 million
57 Loftin Wealth Partners Johns Creek 19.2% $203.6 million
58 Eagle Rock Investment Company, LLC Atlanta 18.9% $468.2 million
59 Conscious Wealth Investments, LLC Atlanta 18.9% $162.4 million
60 Ables, Iannone, Moore & Associates, Inc. Savannah 18.8% $154.2 million
61 Griffith & Werner, Inc. Canton 18.8% $130.5 million
62 Sard Wealth Managment Group, LLC Atlanta 18.5% $278.8 million
63 Banyan Capital Management, Inc. Atlanta 18.4% $169.6 million
64 1776 Wealth LLC Sandy Springs 18.4% $235.3 million
65 Mosaic Wealth Management, L.L.C. Atlanta 18.4% $144.0 million
66 Christy Capital Management, Inc. Macon 18.3% $227.1 million
67 Sound View Wealth Advisors Group, LLC Savannah 18.3% $1.4 billion
68 Chicory Wealth Decatur 18.1% $509.8 million
69 Bush Wealth Management Valdosta 18.0% $157.4 million
70 Builder Investment Group Atlanta 18.0% $580.3 million
71 AP Wealth Management Augusta 17.9% $207.3 million
72 Novapoint Capital LLC Atlanta 17.4% $331.4 million
73 Incompass Financial Partners, LLC Alpharetta 17.2% $119.3 million
74 Compass Wealth Management, LLC Atlanta 16.9% $192.4 million
75 Wiregrass Asset Management Thomasville 16.8% $100.2 million
76 Cape Investment Advisory, Inc. Broker-dealer affiliated McDonough 16.6% $298.9 million
77 Wealth with No Regrets® Alpharetta 16.4% $136.0 million
78 Signaturefd, LLC Atlanta 16.3% $6.1 billion
79 Legacy Planning Advisors, LLC Broker-dealer affiliated Suwanee 16.2% $149.2 million
80 Investors Asset Management of Georgia Inc Atlanta 15.7% $324.2 million
81 Chatham Capital Group Inc Savannah 15.6% $568.2 million
82 Wickham Financial & Insurance Services Marietta 15.6% $125.0 million
83 Irc Wealth Atlanta 15.5% $432.3 million
84 Cannon Financial Strategists, Inc. Athens 15.5% $1.1 billion
85 Strategic Blueprint, LLC Broker-dealer affiliated Atlanta 15.5% $1.6 billion
86 Ciovacco Capital Management Atlanta 15.4% $141.5 million
87 Estate Management Counselors,llc Atlanta 15.3% $192.2 million
88 Meadow Creek Wealth Advisors, LLC Atlanta 15.1% $477.1 million
89 Marietta Wealth Management, LLC Marietta 15.0% $916.3 million
90 LCP Institutional, LLC Atlanta 14.9% $2.1 billion
91 Galleria Financial Advisors, LLC Atlanta 14.9% $157.9 million
92 Verisail Partners, LLC Chamblee 14.8% $187.4 million
93 Nicholas Hoffman & Company, LLC Atlanta 14.8% $5.5 billion
94 Access Investment Management, LLC Atlanta 14.7% $302.8 million
95 Smith & Howard Wealth Management, LLC Atlanta 14.6% $482.9 million
96 Wellspring Wealth Management LLC Alpharetta 14.5% $389.5 million
97 Forthright Wealth Management, LLC Alpharetta 14.5% $515.1 million
98 Golden Bell Financial Planning, LLC Alpharetta 14.4% $139.5 million
99 Greatmark Investment Partners, Inc. Columbus 14.2% $685.6 million
100 Regimen Wealth, LLC Atlanta 14.2% $245.4 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.