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For asset managers
AdvisorIQ

Ranking, Georgia

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

As of October 2, 2026, Arkadios Wealth Advisors ranked #1 in Georgia in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 61.0%, from a base of $812.8 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 five years between the SEC snapshots of October 4, 2021 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 Arkadios Wealth Advisors Broker-dealer affiliated Atlanta 61.0% $812.8 million
2 SB Advisory, LLC Broker-dealer affiliated Atlanta 55.1% $122.6 million
3 Bison Wealth, LLC Atlanta 54.9% $307.1 million
4 Merit Financial Advisors Broker-dealer affiliated Alpharetta 52.7% $2.9 billion
5 Nicholas Hoffman & Company, LLC Atlanta 43.0% $1.4 billion
6 Sage Mountain Advisors, LLC Atlanta 41.6% $752.8 million
7 Aprio Wealth Management, LLC Atlanta 35.4% $912.5 million
8 Pgi Wealth Management Alpharetta 33.4% $220.6 million
9 Eagle Rock Investment Company, LLC Atlanta 33.3% $187.0 million
10 Osaic Advisory Services, LLC Broker-dealer affiliated Atlanta 32.4% $3.8 billion
11 Hamilton Capital Partners, LLC Atlanta 29.5% $122.0 million
12 Advocacy Wealth Management, LLC Atlanta 28.1% $942.3 million
13 Bip Wealth, LLC Atlanta 27.6% $1.6 billion
14 Bluechip Wealth Advisors LLC Milton 27.4% $198.4 million
15 Strategic Blueprint, LLC Broker-dealer affiliated Atlanta 26.8% $774.4 million
16 Peachtree Wealth Advisors, Inc Atlanta 26.0% $137.3 million
17 Wiser Wealth Management, Inc Marietta 26.0% $161.5 million
18 Register Financial Advisors, LLC Broker-dealer affiliated Atlanta 25.9% $154.2 million
19 Firethorn Wealth Partners, LLC Augusta 25.9% $212.7 million
20 Kiker Wealth Management, LLC Jasper 25.4% $127.6 million
21 Primerica Advisors Broker-dealer affiliated Duluth 25.0% $5.1 billion
22 Dai Wealth, LLC Broker-dealer affiliated Atlanta 24.9% $108.4 million
23 BT Family Office, LLC Atlanta 24.4% $1.3 billion
24 Persium Advisors, LLC Atlanta 23.8% $200.5 million
25 Trufp Cumming 22.8% $151.1 million
26 Goodwin Investment Advisory Woodstock 21.4% $150.4 million
27 JT Stratford, LLC Gainesville 21.4% $384.6 million
28 Resurgent Advisors Atlanta 21.3% $134.8 million
29 Elwood & Goetz Athens 20.7% $419.5 million
30 Capital Investment Advisors, LLC Atlanta 20.5% $3.2 billion
31 Inlight Wealth Atlanta 20.5% $332.5 million
32 Weaver Capital Management, LLC Suwanee 19.7% $218.5 million
33 Sound View Wealth Advisors Group, LLC Savannah 19.6% $932.9 million
34 Jamison Private Wealth Management, Inc. Milton 19.5% $432.8 million
35 Advisory Services Network Atlanta 19.0% $4.4 billion
36 Southbridge Advisors, LLC Marieta 18.3% $152.4 million
37 Chicory Wealth Decatur 17.8% $371.2 million
38 Richard Young Advisors Augusta 17.6% $531.2 million
39 Large and Gilbert Wealth Advisory Atlanta 17.2% $111.8 million
40 IFG Advisory, LLC Atlanta 17.1% $2.2 billion
41 Amb Wealth, LLC Broker-dealer affiliated Thomasville 17.0% $489.9 million
42 Cahaba Wealth Management, Inc. Atlanta 16.8% $950.0 million
43 CPC Advisors, LLC Atlanta 16.4% $785.1 million
44 Signaturefd, LLC Atlanta 16.1% $4.6 billion
45 Golden Bell Financial Planning, LLC Alpharetta 15.7% $100.5 million
46 Cape Investment Advisory, Inc. Broker-dealer affiliated McDonough 15.4% $231.8 million
47 Novapoint Capital LLC Atlanta 15.3% $262.8 million
48 Financial Innovations, LLC Atlanta 15.3% $263.1 million
49 First Advisors National, LLC Atlanta 15.2% $249.8 million
50 Irc Wealth Atlanta 14.9% $332.8 million
51 Forthright Wealth Management, LLC Alpharetta 14.5% $392.8 million
52 Minerva Planning Group Decatur 14.3% $121.3 million
53 AP Wealth Management Augusta 14.3% $174.3 million
54 Christy Capital Management, Inc. Macon 14.1% $194.9 million
55 Ferguson Shapiro LLC Decatur 14.0% $215.2 million
56 MPWM Advisory Solutions LLC Alpharetta 13.9% $170.7 million
57 Bush Wealth Management Valdosta 13.5% $136.9 million
58 Loftin Wealth Partners Johns Creek 13.4% $183.5 million
59 Beacon Global Advisor Network, LLC Atlanta 13.3% $399.7 million
60 Investors Asset Management of Georgia Inc Atlanta 13.3% $269.3 million
61 Woodstock Wealth Management, Inc. Woodstock 13.2% $391.4 million
62 Regent Peak Wealth Advisors, LLC Atlanta 13.1% $424.1 million
63 Berkeley Capital Partners, LLC Milton 12.9% $601.0 million
64 Smith & Howard Wealth Management, LLC Atlanta 12.9% $396.2 million
65 Banyan Capital Management, Inc. Atlanta 12.4% $156.7 million
66 Sard Wealth Managment Group, LLC Atlanta 12.4% $258.6 million
67 Builder Investment Group Atlanta 12.4% $531.5 million
68 Synovus Securities, Inc. Broker-dealer affiliated Columbus 12.2% $4.8 billion
69 Arcus Capital Partners, LLC Atlanta 12.2% $1.4 billion
70 Legacy Planning Advisors, LLC Broker-dealer affiliated Suwanee 12.0% $132.5 million
71 Marietta Wealth Management, LLC Marietta 11.9% $794.9 million
72 Marco Investment Management LLC Atlanta 11.9% $1.0 billion
73 Meadow Creek Wealth Advisors, LLC Atlanta 11.8% $417.5 million
74 Paces Ferry Wealth Advisors, LLC Atlanta 11.7% $282.5 million
75 Ciovacco Capital Management Atlanta 11.7% $125.2 million
76 Greatmark Investment Partners, Inc. Columbus 11.6% $588.8 million
77 MRP Capital Investments, LLC Alpharetta 11.4% $132.9 million
78 Cannon Financial Strategists, Inc. Athens 11.2% $982.4 million
79 Benedict Financial Advisors, Inc. Atlanta 11.0% $314.2 million
80 West Paces Advisors, Inc. Atlanta 11.0% $597.4 million
81 Veracity Capital LLC Atlanta 11.0% $475.4 million
82 Smith, Brown & Groover Inc. D/B/A SBG Wealth Management Broker-dealer affiliated Macon 10.8% $170.1 million
83 Verisail Partners, LLC Chamblee 10.7% $170.7 million
84 Balentine Atlanta 10.6% $3.3 billion
85 Townsend Wealth Management Columbus 10.6% $117.3 million
86 Griffith & Werner, Inc. Canton 10.6% $132.2 million
87 Alder Financial Group Inc Atlanta 10.4% $136.4 million
88 Tandemgrowth Financial Advisors, LLC Alpharetta 10.4% $181.1 million
89 Wellspring Wealth Management LLC Alpharetta 10.3% $357.7 million
90 Henssler Financial Kennesaw 10.3% $2.3 billion
91 1776 Wealth LLC Sandy Springs 10.3% $239.5 million
92 Chatham Capital Group Inc Savannah 10.1% $543.5 million
93 Epg Wealth Management LLC Atlanta 9.7% $364.4 million
94 Holcombe Financial, Inc. Atlanta 9.7% $284.4 million
95 Estate Management Counselors,llc Atlanta 9.5% $186.6 million
96 Regimen Wealth, LLC Atlanta 9.5% $231.7 million
97 Kingsmark Private Financial Advisors, LLC Albany 9.3% $260.3 million
98 ZWJ Investment Counsel Inc Atlanta 9.3% $2.7 billion
99 The Fiduciary Group Savannah 9.0% $1.3 billion
100 Rollins Financial Advisors, LLC Atlanta 8.7% $1.0 billion

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

More rankings

Fastest growing, 5 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.