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Independent RIAs in Georgia

As of October 2, 2026, 681 independent wealth management RIAs based in Georgia reported $236.3 billion in regulatory assets under management; the largest by assets was HB Wealth, with $30.2 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
681
SEC-registered
223
State-registered
458
Regulatory assets under management
$236.3 billion
Client accounts
391,362
Median firm size
$49.4 million
Broker-dealer affiliated firms, not included
26, with $157.1 billion

Georgia has not adopted IAR continuing education. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in Georgia.

Top firms in Georgia

Largest independent RIAs by assets under management

Rank Firm City RAUM
1 HB Wealth Atlanta $30.2 billion
2 Advisory Services Network Atlanta $10.6 billion
3 Openarc Corporate Advisory, LLC Atlanta $10.1 billion
4 Signaturefd, LLC Atlanta $9.7 billion
5 Crawford Investment Counsel Inc Atlanta $9.1 billion
6 Nicholas Hoffman & Company, LLC Atlanta $8.3 billion
7 Capital Investment Advisors, LLC Atlanta $8.2 billion
8 Balentine Atlanta $5.5 billion
9 Bip Wealth, LLC Atlanta $5.3 billion
10 IFG Advisory, LLC Atlanta $4.8 billion

Top 100 in Georgia

Fastest-growing independent RIAs over one year

Rank Firm City Growth Starting value
1 Sunbeam Capital Management, LLC Atlanta 92.4% $213.2 million
2 Beacon Global Advisor Network, LLC Atlanta 87.7% $396.9 million
3 Inlight Wealth Atlanta 86.8% $451.5 million
4 Impact Partnership Wealth, LLC Marietta 76.2% $1.7 billion
5 Gibbs Wealth Management, LLC Alpharetta 66.6% $639.2 million
6 Aprio Wealth Management, LLC Atlanta 57.7% $2.6 billion
7 LCP Institutional, LLC Atlanta 57.5% $2.0 billion
8 Bip Wealth, LLC Atlanta 57.2% $3.4 billion
9 Advocacy Wealth Management, LLC Atlanta 55.7% $2.1 billion
10 Hamilton Capital Partners, LLC Atlanta 47.4% $301.2 million

Top 100 in Georgia

Fastest-growing independent RIAs over three years

Rank Firm City Growth Starting value
1 Gibbs Wealth Management, LLC Alpharetta 74.6% $200.2 million
2 Beacon Global Advisor Network, LLC Atlanta 63.9% $169.4 million
3 Sunbeam Capital Management, LLC Atlanta 53.7% $113.0 million
4 Pgi Wealth Management Alpharetta 53.5% $257.5 million
5 Power Wealth Management Alpharetta 49.8% $127.8 million
6 Aprio Wealth Management, LLC Atlanta 46.6% $1.3 billion
7 Hamilton Capital Partners, LLC Atlanta 45.7% $143.5 million
8 Kiker Wealth Management, LLC Jasper 44.4% $131.2 million
9 Sage Mountain Advisors, LLC Atlanta 41.1% $1.5 billion
10 Advocacy Wealth Management, LLC Atlanta 37.9% $1.2 billion

Top 100 in Georgia

Fastest-growing independent RIAs over five years

Rank Firm City Growth Starting value
1 Bison Wealth, LLC Atlanta 54.9% $307.1 million
2 Nicholas Hoffman & Company, LLC Atlanta 43.0% $1.4 billion
3 Sage Mountain Advisors, LLC Atlanta 41.6% $752.8 million
4 Aprio Wealth Management, LLC Atlanta 35.4% $912.5 million
5 Pgi Wealth Management Alpharetta 33.4% $220.6 million
6 Eagle Rock Investment Company, LLC Atlanta 33.3% $187.0 million
7 Hamilton Capital Partners, LLC Atlanta 29.5% $122.0 million
8 Advocacy Wealth Management, LLC Atlanta 28.1% $942.3 million
9 Bip Wealth, LLC Atlanta 27.6% $1.6 billion
10 Bluechip Wealth Advisors LLC Milton 27.4% $198.4 million

Top 100 in Georgia

Independent RIAs with the biggest asset gains over one year

Rank Firm City Increase
1 Openarc Corporate Advisory, LLC Atlanta $10.1 billion
2 HB Wealth Atlanta $4.3 billion
3 Advisory Services Network Atlanta $2.0 billion
4 Bip Wealth, LLC Atlanta $1.9 billion
5 Capital Investment Advisors, LLC Atlanta $1.9 billion
6 Aprio Wealth Management, LLC Atlanta $1.5 billion
7 Signaturefd, LLC Atlanta $1.3 billion
8 Impact Partnership Wealth, LLC Marietta $1.3 billion
9 Advocacy Wealth Management, LLC Atlanta $1.2 billion
10 LCP Institutional, LLC Atlanta $1.2 billion

Top 100 in Georgia

Independent RIAs with the most clients

Rank Firm City Most clients
1 Advisory Services Network Atlanta 12,968
2 IFG Advisory, LLC Atlanta 9,500
3 Bison Wealth, LLC Atlanta 9,003
4 Impact Partnership Wealth, LLC Marietta 8,017
5 Capital Investment Advisors, LLC Atlanta 6,014
6 HB Wealth Atlanta 5,459
7 Gibbs Wealth Management, LLC Alpharetta 5,356
8 First Advisors National, LLC Atlanta 4,872
9 Openarc Corporate Advisory, LLC Atlanta 3,841
10 Greenwood Investment Advisors, LLC Atlanta 3,818

Top 100 in Georgia

Independent RIAs with the fastest client growth over one year

Rank Firm City Growth Starting value
1 Bison Wealth, LLC Atlanta 185.6% 3,152
2 Bip Wealth, LLC Atlanta 86.1% 1,692
3 Aprio Wealth Management, LLC Atlanta 79.6% 946
4 Impact Partnership Wealth, LLC Marietta 54.7% 5,181
5 Adapt Wealth Advisors, LLC Atlanta 53.3% 302
6 Beacon Global Advisor Network, LLC Atlanta 51.7% 915
7 First Advisors National, LLC Atlanta 41.8% 3,437
8 Ridge Capital Management, LLC John Creek 40.9% 242
9 CMC Financial Group, LLC Atlanta 36.9% 168
10 LCP Institutional, LLC Atlanta 30.4% 102

Top 100 in Georgia

Independent RIAs with the most accounts

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

Top 100 in Georgia

Independent RIAs with the most advisory staff

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

Top 100 in Georgia

Independent RIAs with the most high net worth clients

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

Top 100 in Georgia

Independent RIAs with the most CFP professionals

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

Top 100 in Georgia

Newest independent RIAs

Rank Firm City Amount
1 Highbrook Capital Partners Atlanta $509.1 million
2 Exit Wealth Advisors Alpharetta $243.2 million
3 Magellan Planning Group Atlanta $210.0 million
4 Wright Wealth LLC Atlanta $188.5 million
5 True Square Financial LLC Atlanta $178.8 million
6 Martinwright Advisory, LLC Atlanta $160.7 million
7 J. L. Perkins Wealth Management, LLC Macon $142.2 million
8 The Marin Group Inc. Atlanta $128.1 million
9 The Advisory Firm Alpharetta $126.4 million
10 Vip Wealth Advisors Decatur $126.1 million

Top 100 in Georgia

Over time

From the SEC's yearly files: SEC-registered independent RIAs based in Georgia, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
0100200300201820202021202320242026223October 1, 2018: 142October 1, 2019: 141October 1, 2020: 156October 4, 2021: 170October 3, 2022: 186October 5, 2023: 190October 1, 2024: 186September 2, 2025: 191October 2, 2026: 223
Data table
As ofFirms
October 1, 2018142
October 1, 2019141
October 1, 2020156
October 4, 2021170
October 3, 2022186
October 5, 2023190
October 1, 2024186
September 2, 2025191
October 2, 2026223
Regulatory assets under managementSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$100B$200B$300B201820202021202320242026$226BOctober 1, 2018: $81.3 billionOctober 1, 2019: $79.2 billionOctober 1, 2020: $95.1 billionOctober 4, 2021: $111.8 billionOctober 3, 2022: $139.9 billionOctober 5, 2023: $139.2 billionOctober 1, 2024: $154.9 billionSeptember 2, 2025: $187.6 billionOctober 2, 2026: $226.0 billion
Data table
As ofRegulatory assets under management
October 1, 2018$81.3 billion
October 1, 2019$79.2 billion
October 1, 2020$95.1 billion
October 4, 2021$111.8 billion
October 3, 2022$139.9 billion
October 5, 2023$139.2 billion
October 1, 2024$154.9 billion
September 2, 2025$187.6 billion
October 2, 2026$226.0 billion
Client accountsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
0100K200K300K400K201820202021202320242026358KOctober 1, 2018: 157,405October 1, 2019: 172,836October 1, 2020: 189,747October 4, 2021: 213,853October 3, 2022: 235,340October 5, 2023: 276,521October 1, 2024: 286,256September 2, 2025: 324,057October 2, 2026: 357,545
Data table
As ofClient accounts
October 1, 2018157,405
October 1, 2019172,836
October 1, 2020189,747
October 4, 2021213,853
October 3, 2022235,340
October 5, 2023276,521
October 1, 2024286,256
September 2, 2025324,057
October 2, 2026357,545
Median firm size (RAUM)SEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$100M$200M$300M$400M201820202021202320242026$308MOctober 1, 2018: $261.4 millionOctober 1, 2019: $246.0 millionOctober 1, 2020: $272.2 millionOctober 4, 2021: $263.1 millionOctober 3, 2022: $287.9 millionOctober 5, 2023: $275.2 millionOctober 1, 2024: $307.9 millionSeptember 2, 2025: $335.6 millionOctober 2, 2026: $307.7 million
Data table
As ofMedian firm size (RAUM)
October 1, 2018$261.4 million
October 1, 2019$246.0 million
October 1, 2020$272.2 million
October 4, 2021$263.1 million
October 3, 2022$287.9 million
October 5, 2023$275.2 million
October 1, 2024$307.9 million
September 2, 2025$335.6 million
October 2, 2026$307.7 million

The market in Georgia now

Headline figures

MeasureIndependent RIAsSEC-registeredState-registered
Firms681223458
Regulatory assets under management$236.3 billion$226.0 billion$10.4 billion
Accounts391,362357,54533,817
Clients169,523147,14822,375
Employees4,1663,445721
Advisory employees2,7632,179584
Investment adviser representatives2,9102,296614
Median RAUM$49.4 million$307.7 million$17.8 million
Average RAUM$404.0 million$1.0 billion$28.2 million

Firms by size

Advisers grouped by regulatory assets under management.

MeasureIndependent RIAsSEC-registeredState-registered
Firms under $100 million3664362
RAUM of firms under $100 million$9.8 billion$113.6 million$9.7 billion
Firms $100 million to $250 million95896
RAUM of firms $100 million to $250 million$15.6 billion$15.0 billion$649.8 million
Firms $250 million to $500 million49490
RAUM of firms $250 million to $500 million$17.5 billion$17.5 billion$0
Firms $500 million to $1 billion35350
RAUM of firms $500 million to $1 billion$23.8 billion$23.8 billion$0
Firms $1 billion to $5 billion31310
RAUM of firms $1 billion to $5 billion$72.5 billion$72.5 billion$0
Firms $5 billion to $10 billion660
RAUM of firms $5 billion to $10 billion$46.1 billion$46.1 billion$0
Firms $10 billion and up330
RAUM of firms $10 billion and up$50.8 billion$50.8 billion$0

Concentration

How much of the market the largest advisers hold.

Concentration: independent RIAsAs of October 2, 2026.
Top 10 share of RAUM 43.0%
Top 100 share of RAUM 86.2%
MeasureIndependent RIAsSEC-registeredState-registered
Top 10 share of RAUM43.0%45.0%10.1%
Top 100 share of RAUM86.2%90.2%65.9%

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: independent RIAsAs of October 2, 2026.
Charge a percentage of assets 93.0%
Charge hourly fees 54.0%
Charge subscription fees 1.5%
Charge fixed fees 64.6%
Receive commissions 1.0%
Charge performance-based fees 5.6%
Other compensation 10.4%
MeasureIndependent RIAsSEC-registeredState-registered
Charge a percentage of assets93.0%98.2%90.4%
Charge hourly fees54.0%48.4%56.8%
Charge subscription fees1.5%0.0%2.2%
Charge fixed fees64.6%74.0%60.0%
Receive commissions1.0%0.4%1.3%
Charge performance-based fees5.6%4.9%5.9%
Other compensation10.4%8.1%11.6%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

MeasureIndependent RIAsSEC-registeredState-registered
Have custody26.4%60.5%9.8%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

MeasureIndependent RIAsSEC-registeredState-registered
Broker-dealer affiliated1.3%3.6%0.2%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

MeasureIndependent RIAsSEC-registeredState-registered
New registrations612536
SuccessionsNo data0No data

Other measures

MeasureIndependent RIAsSEC-registeredState-registered
Firms reporting RAUM585217368
Discretionary RAUM$213.7 billion$204.3 billion$9.4 billion
CFP professionals840676164
25th percentile RAUM$11.3 million$178.8 million$5.0 million
75th percentile RAUM$200.1 million$726.6 million$42.3 million
90th percentile RAUM$654.2 million$2.4 billion$73.8 million
Average account size$603,862$631,978$306,597
Offer financial planning82.4%87.9%79.7%
RAUM growth, one yearNo data20.5%No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Cities with at least five independent RIAs.

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.