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AdvisorIQ

Ranking, Georgia

Independent RIAs with the most advisory staff in Georgia

As of October 2, 2026, Advisory Services Network ranked #1 in Georgia in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 247.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Rank Firm City Most advisory staff
1 Advisory Services Network Atlanta 247
2 HB Wealth Atlanta 152
3 Impact Partnership Wealth, LLC Marietta 89
4 IFG Advisory, LLC Atlanta 86
5 Openarc Corporate Advisory, LLC Atlanta 80
6 Bison Wealth, LLC Atlanta 65
7 First Advisors National, LLC Atlanta 64
8 Beacon Global Advisor Network, LLC Atlanta 61
9 Gibbs Wealth Management, LLC Alpharetta 59
10 Capital Investment Advisors, LLC Atlanta 55
11 Signaturefd, LLC Atlanta 50
12 Bip Wealth, LLC Atlanta 48
13 Henssler Financial Kennesaw 36
14 Aprio Wealth Management, LLC Atlanta 32
15 Crawford Investment Counsel Inc Atlanta 27
15 Cannon Financial Strategists, Inc. Athens 27
17 Advocacy Wealth Management, LLC Atlanta 26
17 Elwood & Goetz Athens 26
17 Woodstock Wealth Management, Inc. Woodstock 26
20 Balentine Atlanta 25
21 Sage Mountain Advisors, LLC Atlanta 20
22 JT Stratford, LLC Gainesville 18
23 Cahaba Wealth Management, Inc. Atlanta 17
24 CPC Advisors, LLC Atlanta 16
25 Nicholas Hoffman & Company, LLC Atlanta 15
26 Longview Wealth Management Atlanta 13
27 ZWJ Investment Counsel Inc Atlanta 12
27 MPWM Advisory Solutions LLC Alpharetta 12
27 Chicory Wealth Decatur 12
30 Persium Advisors, LLC Atlanta 11
30 Christy Capital Management, Inc. Macon 11
30 The Fiduciary Group Savannah 11
30 Sound View Wealth Advisors Group, LLC Savannah 11
30 Veracity Capital LLC Atlanta 11
35 Montag Atlanta 10
35 Legacy Partners Financial Group, LLC Woodstock 10
35 Elevate Wealth Advisory, Inc. Athens 10
35 Resurgent Advisors Atlanta 10
35 Epg Wealth Management LLC Atlanta 10
35 Adapt Wealth Advisors, LLC Atlanta 10
41 American Wealth Management, Inc. Alpharetta 9
41 Berkeley Capital Partners, LLC Milton 9
41 Marietta Wealth Management, LLC Marietta 9
41 QM Advisors LLC Peachtree City 9
45 Richard Young Advisors Augusta 8
45 Irc Wealth Atlanta 8
45 Capitalwize, LLC Atlanta 8
45 Wealth Science Advisors LLC Alpharetta 8
49 Investors Asset Management of Georgia Inc Atlanta 7
49 Carson Advisory Group Athens 7
49 Pgi Wealth Management Alpharetta 7
49 Regent Peak Wealth Advisors, LLC Atlanta 7
49 Smartpath Advisors Atlanta 7
49 BT Family Office, LLC Atlanta 7
49 Rollins Financial Advisors, LLC Atlanta 7
49 Wright Wealth LLC Atlanta 7
49 Generational Financial Partners, LLC Atlanta 7
58 Sherrill & Hutchins Financial Advisory Inc Atlanta 6
58 Southeast Asset Advisors, LLC Thomasville 6
58 Smith & Howard Wealth Management, LLC Atlanta 6
58 Goodwin Investment Advisory Woodstock 6
58 Paraklete Financial, Inc. Kennesaw 6
58 Bluechip Wealth Advisors LLC Milton 6
58 Lanier Financial Group LLC Athens 6
58 HC Advisors LLC Sandy Springs 6
58 Starr-Mathews Financial, LLC Calhoun 6
58 Novapoint Capital LLC Atlanta 6
58 Forthright Wealth Management, LLC Alpharetta 6
58 Wellspring Planning Group LLC Roswell 6
58 Wealthcare Financial Group, Inc. Peachtree City 6
58 Asset Advisors Augusta 6
58 Paces Ferry Wealth Advisors, LLC Atlanta 6
58 Bush Wealth Management Valdosta 6
58 Loftin Wealth Partners Johns Creek 6
58 Southbridge Advisors, LLC Marieta 6
58 Power Wealth Management Alpharetta 6
58 Collective Wealth Partners, LLC Atlanta 6
58 Unity Financial Planning Group LLC Kennesaw 6
79 Chatham Capital Group Inc Savannah 5
79 Marco Investment Management LLC Atlanta 5
79 George M. Hiller Companies, LLC Atlanta 5
79 Benedict Financial Advisors, Inc. Atlanta 5
79 Wiser Wealth Management, Inc Marietta 5
79 Large and Gilbert Wealth Advisory Atlanta 5
79 Wellspring Wealth Management LLC Alpharetta 5
79 Kingsmark Private Financial Advisors, LLC Albany 5
79 Arcus Capital Partners, LLC Atlanta 5
79 Crescent Wealth Advisory, LLC Atlanta 5
79 Verisail Partners, LLC Chamblee 5
79 AP Wealth Management Augusta 5
79 Wealth with No Regrets® Alpharetta 5
79 West Paces Advisors, Inc. Atlanta 5
79 Journey Beyond Wealth Roswell 5
79 Ferguson Shapiro LLC Decatur 5
79 Firethorn Wealth Partners, LLC Augusta 5
79 Meadow Creek Wealth Advisors, LLC Atlanta 5
79 Reicon Wealth Advisors, LLC Atlanta 5
79 Highbrook Capital Partners Atlanta 5
79 Martinwright Advisory, LLC Atlanta 5
79 BCM Fixed Income Not reported 5

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

More rankings

Most advisory staff 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.