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For asset managers
AdvisorIQ

Ranking, Georgia

Fastest-growing wealth firms over one year, including broker-dealer firms in Georgia

As of October 2, 2026, SB Advisory, LLC ranked #1 in Georgia in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 172.1%, from a base of $404.8 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 SB Advisory, LLC Broker-dealer affiliated Atlanta 172.1% $404.8 million
2 Arkadios Wealth Advisors Broker-dealer affiliated Atlanta 127.9% $3.9 billion
3 Merit Financial Advisors Broker-dealer affiliated Alpharetta 125.7% $10.6 billion
4 Sunbeam Capital Management, LLC Atlanta 92.4% $213.2 million
5 Beacon Global Advisor Network, LLC Atlanta 87.7% $396.9 million
6 Inlight Wealth Atlanta 86.8% $451.5 million
7 Impact Partnership Wealth, LLC Marietta 76.2% $1.7 billion
8 Gibbs Wealth Management, LLC Alpharetta 66.6% $639.2 million
9 Aprio Wealth Management, LLC Atlanta 57.7% $2.6 billion
10 LCP Institutional, LLC Atlanta 57.5% $2.0 billion
11 Bip Wealth, LLC Atlanta 57.2% $3.4 billion
12 Advocacy Wealth Management, LLC Atlanta 55.7% $2.1 billion
13 Hamilton Capital Partners, LLC Atlanta 47.4% $301.2 million
14 Kiker Wealth Management, LLC Jasper 47.1% $268.6 million
15 Adapt Wealth Advisors, LLC Atlanta 43.2% $327.8 million
16 Marietta Wealth Management, LLC Marietta 43.1% $974.4 million
17 Primerica Advisors Broker-dealer affiliated Duluth 39.3% $11.2 billion
18 Financial Consultants Group Inc Cumming 34.5% $139.9 million
19 Financial Innovations, LLC Atlanta 33.8% $400.1 million
20 Atlas Investment Advisors Alpharetta 33.2% $138.2 million
21 Wickham Financial & Insurance Services Marietta 32.3% $145.8 million
22 Elwood & Goetz Athens 32.1% $813.0 million
23 BT Family Office, LLC Atlanta 32.0% $3.0 billion
24 Hayes Wealth Advisors, LLC Sandy Springs 30.5% $102.1 million
25 Capital Investment Advisors, LLC Atlanta 30.4% $6.3 billion
26 Asset Management Group Cartersville 28.5% $155.7 million
27 Persium Advisors, LLC Atlanta 27.9% $456.3 million
28 Banyan Capital Management, Inc. Atlanta 27.9% $220.3 million
29 Wynn Capital Augusta 27.6% $251.0 million
30 Sage Mountain Advisors, LLC Atlanta 27.4% $3.4 billion
31 Christy Capital Management, Inc. Macon 27.4% $295.4 million
32 Conscious Wealth Investments, LLC Atlanta 27.2% $214.4 million
33 Wiser Wealth Management, Inc Marietta 27.0% $404.6 million
34 Trufp Cumming 26.2% $334.1 million
35 Peachtree Wealth Advisors, Inc Atlanta 26.0% $346.8 million
36 Cahaba Wealth Management, Inc. Atlanta 25.6% $1.6 billion
37 Investors Asset Management of Georgia Inc Atlanta 25.1% $401.3 million
38 Proactive Wealth Strategies, LLC Marietta 24.6% $253.5 million
39 JT Stratford, LLC Gainesville 24.5% $814.9 million
40 Osaic Advisory Services, LLC Broker-dealer affiliated Atlanta 24.1% $12.5 billion
41 Large and Gilbert Wealth Advisory Atlanta 24.0% $199.6 million
42 Weaver Capital Management, LLC Suwanee 23.9% $434.1 million
43 Jamison Private Wealth Management, Inc. Milton 23.6% $851.3 million
44 Firethorn Wealth Partners, LLC Augusta 23.6% $543.6 million
45 Newcorp Wealth Management Alpharetta 23.5% $143.4 million
46 Dai Wealth, LLC Broker-dealer affiliated Atlanta 23.4% $267.4 million
47 Chicory Wealth Decatur 23.1% $682.7 million
48 Register Financial Advisors, LLC Broker-dealer affiliated Atlanta 23.1% $396.9 million
49 Richard Young Advisors Augusta 22.9% $972.4 million
50 Advisory Services Network Atlanta 22.9% $8.6 billion
51 Wiregrass Asset Management Thomasville 22.9% $129.9 million
52 Novapoint Capital LLC Atlanta 22.6% $437.3 million
53 The Jenkins Group Albany 22.4% $220.7 million
54 The Carroll Group, Inc. Atlanta 22.3% $133.7 million
55 Legacy Planning Advisors, LLC Broker-dealer affiliated Suwanee 21.9% $192.0 million
56 Chastain Wealth Management Atlanta 21.3% $118.5 million
57 Bush Wealth Management Valdosta 21.2% $213.1 million
58 Berkeley Advisors, Inc. Atlanta 20.5% $104.0 million
59 Legacy Financial Advisors St. Simons Island 20.2% $115.8 million
60 Estate Management Counselors,llc Atlanta 19.9% $245.6 million
61 IFG Advisory, LLC Atlanta 19.8% $4.0 billion
62 Minerva Planning Group Decatur 19.5% $198.2 million
63 Financial Architects, LLC Woodstock 19.2% $167.0 million
64 Eagle Rock Investment Company, LLC Atlanta 19.2% $660.0 million
65 Synovus Securities, Inc. Broker-dealer affiliated Columbus 19.2% $7.1 billion
66 Sard Wealth Managment Group, LLC Atlanta 19.1% $389.4 million
67 CFS Wealth Management Macon 19.1% $158.7 million
68 Holcombe Financial, Inc. Atlanta 19.0% $379.4 million
69 ELM3 Financial Group, LLC Alpharetta 18.8% $159.1 million
70 QM Advisors LLC Peachtree City 18.6% $118.1 million
71 Townsend Wealth Management Columbus 18.5% $163.7 million
72 Arcus Capital Partners, LLC Atlanta 18.4% $2.1 billion
73 Ciovacco Capital Management Atlanta 18.3% $183.7 million
74 Loftin Wealth Partners Johns Creek 17.8% $292.4 million
75 Cape Investment Advisory, Inc. Broker-dealer affiliated McDonough 17.7% $402.4 million
76 Sound View Wealth Advisors Group, LLC Savannah 17.6% $1.9 billion
77 Chancellor Wealth Management, Inc. Atlanta 17.5% $148.0 million
78 Wellspring Wealth Management LLC Alpharetta 17.4% $498.2 million
79 Golden Bell Financial Planning, LLC Alpharetta 17.1% $178.1 million
80 Capital and Planning, LLC Jonesboro 17.0% $165.7 million
81 Incompass Financial Partners, LLC Alpharetta 17.0% $164.2 million
82 Epg Wealth Management LLC Atlanta 16.9% $495.5 million
83 HB Wealth Atlanta 16.5% $25.9 billion
84 Forthright Wealth Management, LLC Alpharetta 16.5% $663.8 million
85 Cannon Financial Strategists, Inc. Athens 16.4% $1.4 billion
86 Sentara Capital Marietta 16.3% $102.8 million
87 Paul Manners & Associates, Inc. Marietta 16.2% $337.2 million
88 Bey-Douglas, LLC Investment Counsel Marietta 16.1% $154.8 million
89 Signaturefd, LLC Atlanta 16.1% $8.3 billion
90 Reicon Wealth Advisors, LLC Atlanta 15.9% $189.8 million
91 Parrish Capital, LLC Kennesaw 15.6% $129.7 million
92 The Renn Wealth Management Group, Inc. Atlanta 15.6% $131.4 million
93 AP Wealth Management Augusta 15.5% $294.0 million
94 Nicholas Hoffman & Company, LLC Atlanta 15.4% $7.2 billion
95 Woodstock Wealth Management, Inc. Woodstock 15.3% $629.9 million
96 Irc Wealth Atlanta 15.3% $578.2 million
97 Goodwin Investment Advisory Woodstock 15.3% $344.4 million
98 Tandemgrowth Financial Advisors, LLC Alpharetta 15.1% $258.1 million
99 Veracity Capital LLC Atlanta 15.0% $695.4 million
100 Compass Wealth Management, LLC Atlanta 14.9% $267.8 million

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

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Fastest growing 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.