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AdvisorIQ

Ranking, Georgia

Independent RIAs with the most high net worth clients in Georgia

As of October 2, 2026, Bison Wealth, LLC ranked #1 in Georgia in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 5,877.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Bison Wealth, LLC Atlanta 5,877
2 IFG Advisory, LLC Atlanta 3,556
3 HB Wealth Atlanta 3,169
4 Capital Investment Advisors, LLC Atlanta 2,462
5 Openarc Corporate Advisory, LLC Atlanta 2,356
6 Bip Wealth, LLC Atlanta 1,566
7 Signaturefd, LLC Atlanta 1,271
8 Crawford Investment Counsel Inc Atlanta 1,176
9 Advisory Services Network Atlanta 1,121
10 Henssler Financial Kennesaw 733
11 Aprio Wealth Management, LLC Atlanta 710
12 ZWJ Investment Counsel Inc Atlanta 656
13 Advocacy Wealth Management, LLC Atlanta 649
14 Epg Wealth Management LLC Atlanta 570
15 Impact Partnership Wealth, LLC Marietta 512
16 Sound View Wealth Advisors Group, LLC Savannah 455
17 Cahaba Wealth Management, Inc. Atlanta 437
18 Balentine Atlanta 426
19 Rollins Financial Advisors, LLC Atlanta 402
20 Arcus Capital Partners, LLC Atlanta 401
21 Cannon Financial Strategists, Inc. Athens 389
22 Carson Advisory Group Athens 382
23 Montag Atlanta 377
24 The Fiduciary Group Savannah 350
25 Elwood & Goetz Athens 346
26 Richard Young Advisors Augusta 332
27 American Financial Advisors, LLC. Marietta 299
28 Firethorn Wealth Partners, LLC Augusta 297
29 Longview Wealth Management Atlanta 295
30 Nicholas Hoffman & Company, LLC Atlanta 285
31 Forthright Wealth Management, LLC Alpharetta 266
32 JT Stratford, LLC Gainesville 261
33 Asset Advisors Augusta 245
34 Financial Innovations, LLC Atlanta 234
35 Marietta Wealth Management, LLC Marietta 232
36 Chicory Wealth Decatur 225
37 Veracity Capital LLC Atlanta 219
38 Sherrill & Hutchins Financial Advisory Inc Atlanta 206
39 Greatmark Investment Partners, Inc. Columbus 197
40 Pgi Wealth Management Alpharetta 193
41 Jamison Private Wealth Management, Inc. Milton 187
42 Southeast Asset Advisors, LLC Thomasville 185
42 Marco Investment Management LLC Atlanta 185
42 Beacon Global Advisor Network, LLC Atlanta 185
45 Berkeley Capital Partners, LLC Milton 180
46 West Paces Advisors, Inc. Atlanta 177
47 MMHP Investment Advisors Thomasville 174
47 Peachtree Wealth Advisors, Inc Atlanta 174
49 Kingsmark Private Financial Advisors, LLC Albany 170
50 American Wealth Management, Inc. Alpharetta 167
51 Bluechip Wealth Advisors LLC Milton 166
52 George M. Hiller Companies, LLC Atlanta 165
53 Benedict Financial Advisors, Inc. Atlanta 162
54 Chatham Capital Group Inc Savannah 161
54 Sage Mountain Advisors, LLC Atlanta 161
56 Wiser Wealth Management, Inc Marietta 156
57 Sard Wealth Managment Group, LLC Atlanta 155
58 Irc Wealth Atlanta 149
58 Baer Wealth Management Marietta 149
58 Adapt Wealth Advisors, LLC Atlanta 149
61 Inlight Wealth Atlanta 148
62 Ciovacco Capital Management Atlanta 147
63 Regent Peak Wealth Advisors, LLC Atlanta 141
64 Gibbs Wealth Management, LLC Alpharetta 140
65 Smith & Howard Wealth Management, LLC Atlanta 139
65 Ferguson Shapiro LLC Decatur 139
67 Wealth Science Advisors LLC Alpharetta 138
68 AP Wealth Management Augusta 137
69 Investors Asset Management of Georgia Inc Atlanta 136
70 Tandemgrowth Financial Advisors, LLC Alpharetta 135
71 Wellspring Wealth Management LLC Alpharetta 132
72 Power Wealth Management Alpharetta 131
73 Regimen Wealth, LLC Atlanta 130
74 Bey-Douglas, LLC Investment Counsel Marietta 126
74 Capital and Planning, LLC Jonesboro 126
76 Trufp Cumming 120
77 Goodwin Investment Advisory Woodstock 118
78 Waypoint Wealth Counsel LLC Atlanta 117
79 Woodstock Wealth Management, Inc. Woodstock 116
80 Rowland Miller + Partners LLC Atlanta 115
81 Eads & Heald Wealth Management Atlanta 107
81 Elevate Wealth Advisory, Inc. Athens 107
81 Paces Ferry Wealth Advisors, LLC Atlanta 107
84 CPC Advisors, LLC Atlanta 105
84 Wiregrass Asset Management Thomasville 105
84 Loftin Wealth Partners Johns Creek 105
84 Proactive Wealth Strategies, LLC Marietta 105
88 HC Advisors LLC Sandy Springs 102
89 Atlas Investment Advisors Alpharetta 101
90 Paul Manners & Associates, Inc. Marietta 100
90 Martinwright Advisory, LLC Atlanta 100
92 Wealth with No Regrets® Alpharetta 97
93 Holcombe Financial, Inc. Atlanta 96
93 Highbrook Capital Partners Atlanta 96
95 Legacy Partners Financial Group, LLC Woodstock 94
96 The Jenkins Group Albany 91
97 The Moorings Group, LLC Douglasville 90
97 34 Financial, LLC Atlanta 90
99 Weaver Capital Management, LLC Suwanee 88
100 Christy Capital Management, Inc. Macon 86

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

More rankings

Most high net worth clients 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.