IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, Georgia

Independent RIAs with the most accounts in Georgia

As of October 2, 2026, Advisory Services Network ranked #1 in Georgia in AdvisorIQ's ranking of independent RIAs with the most accounts, with 29,663.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in Georgia
Rank Firm City Most accounts
1 Advisory Services Network Atlanta 29,663
2 HB Wealth Atlanta 26,148
3 Bip Wealth, LLC Atlanta 17,391
4 Capital Investment Advisors, LLC Atlanta 17,148
5 Impact Partnership Wealth, LLC Marietta 16,058
6 IFG Advisory, LLC Atlanta 14,619
7 Openarc Corporate Advisory, LLC Atlanta 14,525
8 Signaturefd, LLC Atlanta 11,102
9 First Advisors National, LLC Atlanta 9,026
10 Bison Wealth, LLC Atlanta 9,003
11 Henssler Financial Kennesaw 5,395
12 Gibbs Wealth Management, LLC Alpharetta 5,357
13 Aprio Wealth Management, LLC Atlanta 5,258
14 Richard Young Advisors Augusta 5,023
15 Crawford Investment Counsel Inc Atlanta 4,050
16 Greenwood Investment Advisors, LLC Atlanta 3,818
17 Balentine Atlanta 3,447
18 Elwood & Goetz Athens 3,394
19 Cannon Financial Strategists, Inc. Athens 3,311
20 Sound View Wealth Advisors Group, LLC Savannah 3,285
21 Longview Wealth Management Atlanta 3,002
22 Woodstock Wealth Management, Inc. Woodstock 2,995
23 JT Stratford, LLC Gainesville 2,734
24 Trufp Cumming 2,645
25 CPC Advisors, LLC Atlanta 2,588
26 Kiker Wealth Management, LLC Jasper 2,571
27 ZWJ Investment Counsel Inc Atlanta 2,387
28 Berkeley Capital Partners, LLC Milton 2,368
29 Firethorn Wealth Partners, LLC Augusta 2,323
30 Advocacy Wealth Management, LLC Atlanta 2,234
31 Nicholas Hoffman & Company, LLC Atlanta 2,233
32 Carson Advisory Group Athens 2,213
33 Chicory Wealth Decatur 2,208
34 Forthright Wealth Management, LLC Alpharetta 1,922
35 American Financial Advisors, LLC. Marietta 1,861
36 Veracity Capital LLC Atlanta 1,852
37 Christy Capital Management, Inc. Macon 1,835
38 Beacon Global Advisor Network, LLC Atlanta 1,833
39 Asset Management Group Cartersville 1,808
40 The Fiduciary Group Savannah 1,726
41 Elevate Wealth Advisory, Inc. Athens 1,706
42 Arcus Capital Partners, LLC Atlanta 1,667
43 Regent Peak Wealth Advisors, LLC Atlanta 1,611
44 Marietta Wealth Management, LLC Marietta 1,545
45 Wiser Wealth Management, Inc Marietta 1,491
46 Adapt Wealth Advisors, LLC Atlanta 1,473
47 Loftin Wealth Partners Johns Creek 1,466
48 Peachtree Wealth Advisors, Inc Atlanta 1,359
49 Jamison Private Wealth Management, Inc. Milton 1,358
50 Southeast Asset Advisors, LLC Thomasville 1,356
51 Sherrill & Hutchins Financial Advisory Inc Atlanta 1,317
52 Montag Atlanta 1,308
53 MMHP Investment Advisors Thomasville 1,290
54 Asset Advisors Augusta 1,263
55 Pgi Wealth Management Alpharetta 1,235
56 Proactive Wealth Strategies, LLC Marietta 1,200
57 Epg Wealth Management LLC Atlanta 1,194
58 MPWM Advisory Solutions LLC Alpharetta 1,173
59 Greatmark Investment Partners, Inc. Columbus 1,159
60 Bush Wealth Management Valdosta 1,142
61 Sard Wealth Managment Group, LLC Atlanta 1,127
62 American Wealth Management, Inc. Alpharetta 1,105
63 Irc Wealth Atlanta 1,076
64 Financial Innovations, LLC Atlanta 1,071
65 Bluechip Wealth Advisors LLC Milton 1,041
66 Estate Management Counselors,llc Atlanta 1,018
66 Wealth Science Advisors LLC Alpharetta 1,018
68 Verisail Partners, LLC Chamblee 1,017
69 Weaver Capital Management, LLC Suwanee 1,004
69 Rollins Financial Advisors, LLC Atlanta 1,004
71 Ferguson Shapiro LLC Decatur 996
72 Ables, Iannone, Moore & Associates, Inc. Savannah 992
73 AP Wealth Management Augusta 948
74 Resurgent Advisors Atlanta 913
75 Kingsmark Private Financial Advisors, LLC Albany 890
76 Cahaba Wealth Management, Inc. Atlanta 888
77 Incompass Financial Partners, LLC Alpharetta 867
78 Inlight Wealth Atlanta 845
79 Wright Wealth LLC Atlanta 839
80 Wynn Capital Augusta 832
81 West Paces Advisors, Inc. Atlanta 831
82 Novapoint Capital LLC Atlanta 812
83 Wickham Financial & Insurance Services Marietta 795
84 HC Advisors LLC Sandy Springs 792
84 Capital and Planning, LLC Jonesboro 792
86 Wealth with No RegretsĀ® Alpharetta 786
87 Compass Wealth Management, LLC Atlanta 773
88 Investors Asset Management of Georgia Inc Atlanta 772
89 Georgia Wealth Partners, LLC Griffin 759
90 Smith & Howard Wealth Management, LLC Atlanta 750
91 Regimen Wealth, LLC Atlanta 738
92 Lanier Financial Group LLC Athens 729
93 Benedict Financial Advisors, Inc. Atlanta 724
94 Holcombe Financial, Inc. Atlanta 722
95 Power Wealth Management Alpharetta 718
96 Park Square Financial Group LLC Roswell 706
97 Sanders & Scott, CHFC Watkinsville 699
98 Paces Ferry Wealth Advisors, LLC Atlanta 698
99 Marco Investment Management LLC Atlanta 694
100 J. L. Perkins Wealth Management, LLC Macon 691

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

More rankings

Most accounts 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.