# Newest independent RIAs in Georgia

As of October 2, 2026, Highbrook Capital Partners ranked #1 in Georgia in AdvisorIQ's ranking of newest independent RIAs, with $509.1 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/newest/georgia/

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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.
- unit: usd
- scope: Georgia
- firms_listed: 61
- rows: rank: 1, crd: 338408, firm: Highbrook Capital Partners, city: Atlanta, state: GA, value: 509064516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338408/; rank: 2, crd: 332573, firm: Exit Wealth Advisors, city: Alpharetta, state: GA, value: 243222773, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332573/; rank: 3, crd: 338739, firm: Magellan Planning Group, city: Atlanta, state: GA, value: 209983000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338739/; rank: 4, crd: 321215, firm: Wright Wealth LLC, city: Atlanta, state: GA, value: 188462210, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321215/; rank: 5, crd: 287997, firm: True Square Financial LLC, city: Atlanta, state: GA, value: 178846896, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287997/; rank: 6, crd: 338634, firm: Martinwright Advisory, LLC, city: Atlanta, state: GA, value: 160704772, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338634/; rank: 7, crd: 174308, firm: J. L. Perkins Wealth Management, LLC, city: Macon, state: GA, value: 142180370, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174308/; rank: 8, crd: 125217, firm: The Marin Group Inc., city: Atlanta, state: GA, value: 128065838, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125217/; rank: 9, crd: 139125, firm: The Advisory Firm, city: Alpharetta, state: GA, value: 126393156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139125/; rank: 10, crd: 335528, firm: Vip Wealth Advisors, city: Decatur, state: GA, value: 126099231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335528/; rank: 11, crd: 145791, firm: American Wealth Advisors, LLC, city: Johns Creek, state: GA, value: 120170823, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145791/; rank: 12, crd: 125494, firm: Cornerstone Financial, city: Atlanta, state: GA, value: 118000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125494/; rank: 13, crd: 326015, firm: Fully Financial, city: Athens, state: GA, value: 111147357, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326015/; rank: 14, crd: 151640, firm: Evans Wealth Management, city: Duluth, state: GA, value: 111071559, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151640/; rank: 15, crd: 125800, firm: Alpha Financial Management, Inc., city: Savannah, state: GA, value: 109376177, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125800/; rank: 16, crd: 123735, firm: Arch Partners Wealth Management, Inc., city: Watkinsville, state: GA, value: 109152241, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123735/; rank: 17, crd: 171884, firm: Jayco Wealth Management, city: Atlanta, state: GA, value: 107945594, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171884/; rank: 18, crd: 137025, firm: Legacy Partners Financial Group, LLC, city: Woodstock, state: GA, value: 107628538, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137025/; rank: 19, crd: 338406, firm: Tuttle Wealth Partners LLC, city: Brookhaven, state: GA, value: 104235867, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338406/; rank: 20, crd: 329383, firm: 34 Financial, LLC, city: Atlanta, state: GA, value: 100983071, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329383/; rank: 21, crd: 340364, firm: MRP Advisors, LLC, city: Milton, state: GA, value: 96141842, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340364/; rank: 22, crd: 335418, firm: Legacy Partner Group, city: Duluth, state: GA, value: 85000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335418/; rank: 23, crd: 338290, firm: E2E Financial, city: Atlanta, state: GA, value: 50650611, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338290/; rank: 24, crd: 166289, firm: Marathon Financial Strategies, city: Brunswick, state: GA, value: 48500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166289/; rank: 25, crd: 305157, firm: Blake Financial Counsel, LLC, city: Atlanta, state: GA, value: 44692440, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305157/; rank: 26, crd: 340596, firm: Northstar Investment Partners, city: Alpharetta, state: GA, value: 37500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340596/; rank: 27, crd: 290345, firm: Andrews Investment Management, city: Augusta, state: GA, value: 15000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290345/; rank: 28, crd: 338709, firm: Four Pines Financial, city: Atlanta, state: GA, value: 11310218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338709/; rank: 29, crd: 338937, firm: Blossom Balance LLC, city: Gainesville, state: GA, value: 5615000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338937/; rank: 30, crd: 310328, firm: Your Wealth Consultants LLC, city: Atlanta, state: GA, value: 2100020, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310328/; rank: 31, crd: 340794, firm: Mindful Capital Management, city: Decatur, state: GA, value: 1926115, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340794/; rank: 32, crd: 338899, firm: Edward Wealth Partners, city: Lithia Springs, state: GA, value: 1646174, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338899/; rank: 33, crd: 313663, firm: Brown Investors Wealth Management, city: Atlanta, state: GA, value: 1634200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313663/; rank: 34, crd: 338659, firm: Constant Cashflow, LLC, city: Savannah, state: GA, value: 1200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338659/; rank: 35, crd: 338528, firm: Binnerinvestments, city: Forsyth, state: GA, value: 640000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338528/; rank: 36, crd: 309457, firm: Seraphim Wealth Advisors, Inc., city: Atlanta, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309457/; rank: 36, crd: 310248, firm: MH Wealth Management, city: Alpharetta, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310248/; rank: 36, crd: 330945, firm: Benton Innovation Group, city: Atlanta, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330945/; rank: 36, crd: 337321, firm: Izett & Associates, LLC, city: Suwanee, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337321/; rank: 36, crd: 338494, firm: Engineered Wealth Management LLC, city: Avondale Estates, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338494/; rank: 36, crd: 338716, firm: Income Focus Advisors LLC, city: Bonaire, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338716/; rank: 36, crd: 339368, firm: Encourage Financial LLC, city: Atlanta, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339368/; rank: 36, crd: 339705, firm: Prive Wealth Management, city: Grayson, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339705/; rank: 36, crd: 339940, firm: Foxholm Financial, city: Atlanta, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339940/; rank: 36, crd: 340129, firm: Guardian Wealth Advisory Services, LLC, city: Tyrone, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340129/; rank: 36, crd: 340447, firm: Ages Legacy Advisors, LLC, city: Atlanta, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340447/; rank: 36, crd: 340528, firm: Brandenburg Financial Services, LLC, city: Canton, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340528/; rank: 36, crd: 340974, firm: Blue Otter Financial Planning, city: Decatur, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340974/; rank: 36, crd: 341139, firm: Tom Smith Financial Advisor, city: Peachtree City, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341139/; rank: 36, crd: 342558, firm: 755 Financial, city: Woodstock, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342558/; rank: 36, crd: 342629, firm: Sovereign Capital Advisers, city: Newnan, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342629/; rank: 36, crd: 342690, firm: Southern Georgia Wealth Advisors, city: Vidalia, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342690/; rank: 36, crd: 342728, firm: Financial Potential Wealth Management, city: Gainesville, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342728/; rank: 36, crd: 342750, firm: Trackside Wealth, city: Chamblee, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342750/; rank: 36, crd: 343346, firm: Stribling-Whalen Financial Group, city: Gainesville, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343346/; rank: 36, crd: 343503, firm: Generational Financial Partners, LLC, city: Atlanta, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343503/; rank: 36, crd: 343949, firm: Inman Park Wealth Management, city: Atlanta, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343949/; rank: 36, crd: 344000, firm: Titanium Wealth Management LLC, city: Cumming, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344000/; rank: 36, crd: 344121, firm: BCM Fixed Income, city: not stated, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344121/; rank: 36, crd: 344333, firm: Retire Wise, LLC, city: Lawrenceville, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344333/; rank: 36, crd: 344353, firm: Shay Wealth Partners, city: Marietta, state: GA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344353/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [RIA market data for Georgia](https://advisoriq.com/ria/states/georgia/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/newest/georgia/

License: https://advisoriq.com/license/