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

For asset managers
AdvisorIQ

Ranking, Georgia

Independent RIAs with the most CFP professionals in Georgia

As of October 2, 2026, HB Wealth ranked #1 in Georgia in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 85.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 HB Wealth Atlanta 85
2 Advisory Services Network Atlanta 65
3 Signaturefd, LLC Atlanta 34
4 IFG Advisory, LLC Atlanta 30
5 Capital Investment Advisors, LLC Atlanta 27
6 Bip Wealth, LLC Atlanta 24
7 Aprio Wealth Management, LLC Atlanta 22
8 Elwood & Goetz Athens 18
9 Openarc Corporate Advisory, LLC Atlanta 16
10 Henssler Financial Kennesaw 15
11 Cahaba Wealth Management, Inc. Atlanta 11
12 Chicory Wealth Decatur 9
13 CPC Advisors, LLC Atlanta 8
13 Advocacy Wealth Management, LLC Atlanta 8
15 Cannon Financial Strategists, Inc. Athens 7
15 Longview Wealth Management Atlanta 7
15 Smartpath Advisors Atlanta 7
18 Balentine Atlanta 6
19 Sherrill & Hutchins Financial Advisory Inc Atlanta 5
19 Verisail Partners, LLC Chamblee 5
19 Starr-Mathews Financial, LLC Calhoun 5
19 Forthright Wealth Management, LLC Alpharetta 5
19 Marietta Wealth Management, LLC Marietta 5
19 Sound View Wealth Advisors Group, LLC Savannah 5
25 Financial Consultants Group Inc Cumming 4
25 Jamison Private Wealth Management, Inc. Milton 4
25 George M. Hiller Companies, LLC Atlanta 4
25 Benedict Financial Advisors, Inc. Atlanta 4
25 Minerva Planning Group Decatur 4
25 Goodwin Investment Advisory Woodstock 4
25 Kingsmark Private Financial Advisors, LLC Albany 4
25 AP Wealth Management Augusta 4
25 HC Advisors LLC Sandy Springs 4
25 Journey Beyond Wealth Roswell 4
25 Ferguson Shapiro LLC Decatur 4
25 Regent Peak Wealth Advisors, LLC Atlanta 4
25 Impact Partnership Wealth, LLC Marietta 4
25 Wealth Science Advisors LLC Alpharetta 4
25 Park Square Financial Group LLC Roswell 4
40 Southeast Asset Advisors, LLC Thomasville 3
40 Crawford Investment Counsel Inc Atlanta 3
40 Financial Architects, LLC Woodstock 3
40 Financial Discovery Atlanta 3
40 Alpha Financial Management, Inc. Savannah 3
40 Bluechip Wealth Advisors LLC Milton 3
40 The Fiduciary Group Savannah 3
40 Wellspring Planning Group LLC Roswell 3
40 Beacon Global Advisor Network, LLC Atlanta 3
40 Inlight Wealth Atlanta 3
40 QM Advisors LLC Peachtree City 3
40 Sage Mountain Advisors, LLC Atlanta 3
40 Bison Wealth, LLC Atlanta 3
40 Epg Wealth Management LLC Atlanta 3
40 Veracity Capital LLC Atlanta 3
40 Regimen Wealth, LLC Atlanta 3
40 Power Wealth Management Alpharetta 3
40 Collective Wealth Partners, LLC Atlanta 3
40 LCP Institutional, LLC Atlanta 3
40 Generational Financial Partners, LLC Atlanta 3
60 Montag Atlanta 2
60 Commonwealth Financial Planners Inc Roswell 2
60 Smith & Howard Wealth Management, LLC Atlanta 2
60 Chancellor Wealth Management, Inc. Atlanta 2
60 Sard Wealth Managment Group, LLC Atlanta 2
60 Wiser Wealth Management, Inc Marietta 2
60 Tandemgrowth Financial Advisors, LLC Alpharetta 2
60 Richard Young Advisors Augusta 2
60 Mersereau, Lazenby & Rockas, L.L.C. Suwanee 2
60 Townsend Wealth Management Columbus 2
60 The Monitor Group, Inc. Martinez 2
60 Estate Management Counselors,llc Atlanta 2
60 Persium Advisors, LLC Atlanta 2
60 Large and Gilbert Wealth Advisory Atlanta 2
60 Berkeley Advisors, Inc. Atlanta 2
60 Weaver Capital Management, LLC Suwanee 2
60 ELM3 Financial Group, LLC Alpharetta 2
60 Wealth 360, LLC Buford 2
60 Nicholas Hoffman & Company, LLC Atlanta 2
60 JT Stratford, LLC Gainesville 2
60 Compass Wealth Management, LLC Atlanta 2
60 First Advisors National, LLC Atlanta 2
60 Waypoint Wealth Counsel LLC Atlanta 2
60 West Paces Advisors, Inc. Atlanta 2
60 Berkeley Capital Partners, LLC Milton 2
60 Gibbs Wealth Management, LLC Alpharetta 2
60 Cma Financial Services Atlanta 2
60 Chastain Wealth Management Atlanta 2
60 Asset Advisors Augusta 2
60 Firethorn Wealth Partners, LLC Augusta 2
60 Resurgent Advisors Atlanta 2
60 Blake Financial Counsel, LLC Atlanta 2
60 Southbridge Advisors, LLC Marieta 2
60 Piece of Wealth Planning LLC Dacula 2
60 MH Wealth Management Alpharetta 2
60 Rollins Financial Advisors, LLC Atlanta 2
60 Motus Wealth Atlanta 2
60 Atlas Investment Advisors Alpharetta 2
60 Fully Financial Athens 2
60 Root Wealth Management Decatur 2
60 Martinwright Advisory, LLC Atlanta 2
60 Stribling-Whalen Financial Group Gainesville 2

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

More rankings

Most CFP professionals 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.