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RIA directory Rankings Most accounts Georgia
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 .