State market data

Wealth management firms in Georgia

As of October 2, 2026, 707 wealth management firms, including broker-dealer firms, based in Georgia reported $393.4 billion in regulatory assets under management; the largest by assets was Truist Advisory Services, Inc., with $77.4 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms: 707
SEC-registered: 242
State-registered: 465
Regulatory assets under management: $393.4 billion
Client accounts: 728,657
Median firm size: $52.3 million
Of which broker-dealer affiliated: 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 wealth firms by assets under management, including broker-dealer firms

Largest wealth firms by assets under management, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	RAUM
1	Truist Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	$77.4 billion
2	HB Wealth	Atlanta	$30.2 billion
3	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	$23.9 billion
4	Primerica Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Duluth	$15.5 billion
5	Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	$15.5 billion
6	Advisory Services Network	Atlanta	$10.6 billion
7	Openarc Corporate Advisory, LLC	Atlanta	$10.1 billion
8	Signaturefd, LLC	Atlanta	$9.7 billion
9	Crawford Investment Counsel Inc	Atlanta	$9.1 billion
10	Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	$8.8 billion

Top 100 in Georgia

Fastest-growing wealth firms over one year, including broker-dealer firms

Fastest-growing wealth firms over one year, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Growth	Starting value
1	SB Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	172.1%	$404.8 million
2	Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	127.9%	$3.9 billion
3	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	125.7%	$10.6 billion
4	Sunbeam Capital Management, LLC	Atlanta	92.4%	$213.2 million
5	Beacon Global Advisor Network, LLC	Atlanta	87.7%	$396.9 million
6	Inlight Wealth	Atlanta	86.8%	$451.5 million
7	Impact Partnership Wealth, LLC	Marietta	76.2%	$1.7 billion
8	Gibbs Wealth Management, LLC	Alpharetta	66.6%	$639.2 million
9	Aprio Wealth Management, LLC	Atlanta	57.7%	$2.6 billion
10	LCP Institutional, LLC	Atlanta	57.5%	$2.0 billion

Top 100 in Georgia

Fastest-growing wealth firms over three years, including broker-dealer firms

Fastest-growing wealth firms over three years, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Growth	Starting value
1	Gibbs Wealth Management, LLC	Alpharetta	74.6%	$200.2 million
2	Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	71.0%	$1.8 billion
3	SB Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	64.6%	$246.8 million
4	Beacon Global Advisor Network, LLC	Atlanta	63.9%	$169.4 million
5	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	62.9%	$5.5 billion
6	Sunbeam Capital Management, LLC	Atlanta	53.7%	$113.0 million
7	Pgi Wealth Management	Alpharetta	53.5%	$257.5 million
8	Power Wealth Management	Alpharetta	49.8%	$127.8 million
9	Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	49.5%	$4.6 billion
10	Aprio Wealth Management, LLC	Atlanta	46.6%	$1.3 billion

Top 100 in Georgia

Fastest-growing wealth firms over five years, including broker-dealer firms

Fastest-growing wealth firms over five years, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Growth	Starting value
1	Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	61.0%	$812.8 million
2	SB Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	55.1%	$122.6 million
3	Bison Wealth, LLC	Atlanta	54.9%	$307.1 million
4	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	52.7%	$2.9 billion
5	Nicholas Hoffman & Company, LLC	Atlanta	43.0%	$1.4 billion
6	Sage Mountain Advisors, LLC	Atlanta	41.6%	$752.8 million
7	Aprio Wealth Management, LLC	Atlanta	35.4%	$912.5 million
8	Pgi Wealth Management	Alpharetta	33.4%	$220.6 million
9	Eagle Rock Investment Company, LLC	Atlanta	33.3%	$187.0 million
10	Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	32.4%	$3.8 billion

Top 100 in Georgia

Wealth firms with the biggest asset gains over one year, including broker-dealer firms

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Increase
1	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	$13.3 billion
2	Openarc Corporate Advisory, LLC	Atlanta	$10.1 billion
3	Truist Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	$9.7 billion
4	Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	$4.9 billion
5	Primerica Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Duluth	$4.4 billion
6	HB Wealth	Atlanta	$4.3 billion
7	Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	$3.0 billion
8	Advisory Services Network	Atlanta	$2.0 billion
9	Bip Wealth, LLC	Atlanta	$1.9 billion
10	Capital Investment Advisors, LLC	Atlanta	$1.9 billion

Top 100 in Georgia

Wealth firms with the most clients, including broker-dealer firms

Wealth firms with the most clients, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Most clients
1	Truist Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	129,816
2	Primerica Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Duluth	67,816
3	Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	30,068
4	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	20,714
5	Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	14,886
6	Advisory Services Network	Atlanta	12,968
7	Synovus Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Columbus	12,511
8	IFG Advisory, LLC	Atlanta	9,500
9	Bison Wealth, LLC	Atlanta	9,003
10	Impact Partnership Wealth, LLC	Marietta	8,017

Top 100 in Georgia

Wealth firms with the fastest client growth over one year, including broker-dealer firms

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Georgia, top 10
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	SB Advisory, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	74.3%	1,574
5	Impact Partnership Wealth, LLC	Marietta	54.7%	5,181
6	Adapt Wealth Advisors, LLC	Atlanta	53.3%	302
7	Beacon Global Advisor Network, LLC	Atlanta	51.7%	915
8	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	43.5%	14,438
9	First Advisors National, LLC	Atlanta	41.8%	3,437
10	Ridge Capital Management, LLC	John Creek	40.9%	242

Top 100 in Georgia

Wealth firms with the most accounts, including broker-dealer firms

Wealth firms with the most accounts, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Most accounts
1	Truist Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	129,307
2	Primerica Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Duluth	89,813
3	Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	50,459
4	Advisory Services Network	Atlanta	29,663
5	HB Wealth	Atlanta	26,148
6	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	20,710
7	Bip Wealth, LLC	Atlanta	17,391
8	Capital Investment Advisors, LLC	Atlanta	17,148
9	Impact Partnership Wealth, LLC	Marietta	16,058
10	Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	14,886

Top 100 in Georgia

Wealth firms with the most advisory staff, including broker-dealer firms

Wealth firms with the most advisory staff, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Most advisory staff
1	Primerica Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Duluth	3,959
2	Truist Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	2,360
3	Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	344
4	Advisory Services Network	Atlanta	247
5	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	229
6	Synovus Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Columbus	184
7	HB Wealth	Atlanta	152
8	Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	151
9	Impact Partnership Wealth, LLC	Marietta	89
10	IFG Advisory, LLC	Atlanta	86

Top 100 in Georgia

Wealth firms with the most high net worth clients, including broker-dealer firms

Wealth firms with the most high net worth clients, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Most high net worth clients
1	Truist Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	32,526
2	Bison Wealth, LLC	Atlanta	5,877
3	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	4,344
4	Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	3,755
5	IFG Advisory, LLC	Atlanta	3,556
6	HB Wealth	Atlanta	3,169
7	Capital Investment Advisors, LLC	Atlanta	2,462
8	Openarc Corporate Advisory, LLC	Atlanta	2,356
9	Primerica Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Duluth	2,097
10	Synovus Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Columbus	1,938

Top 100 in Georgia

Wealth firms with the most CFP professionals, including broker-dealer firms

Wealth firms with the most CFP professionals, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Most CFP professionals
1	Truist Advisory Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	266
2	Osaic Advisory Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	98
3	Merit Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Alpharetta	85
3	HB Wealth	Atlanta	85
5	Advisory Services Network	Atlanta	65
6	Synovus Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Columbus	35
7	Signaturefd, LLC	Atlanta	34
8	Arkadios Wealth Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	33
9	IFG Advisory, LLC	Atlanta	30
10	Capital Investment Advisors, LLC	Atlanta	27

Top 100 in Georgia

Newest wealth firms, including broker-dealer firms

Newest wealth firms, including broker-dealer firms in Georgia, top 10
Rank	Firm	City	Amount
1	Highbrook Capital Partners	Atlanta	$509.1 million
2	Exit Wealth Advisors	Alpharetta	$243.2 million
3	San Blas Advisory, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Atlanta	$218.9 million
4	Magellan Planning Group	Atlanta	$210.0 million
5	Wright Wealth LLC	Atlanta	$188.5 million
6	True Square Financial LLC	Atlanta	$178.8 million
7	Martinwright Advisory, LLC	Atlanta	$160.7 million
8	J. L. Perkins Wealth Management, LLC	Macon	$142.2 million
9	The Marin Group Inc.	Atlanta	$128.1 million
10	The Advisory Firm	Alpharetta	$126.4 million

Top 100 in Georgia

Over time

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

FirmsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Firms
As of	Firms
October 1, 2018	165
October 1, 2019	164
October 1, 2020	178
October 4, 2021	192
October 3, 2022	209
October 5, 2023	210
October 1, 2024	203
September 2, 2025	208
October 2, 2026	242

Regulatory assets under managementSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Regulatory assets under management
As of	Regulatory assets under management
October 1, 2018	$117.8 billion
October 1, 2019	$123.3 billion
October 1, 2020	$146.2 billion
October 4, 2021	$196.1 billion
October 3, 2022	$242.9 billion
October 5, 2023	$230.1 billion
October 1, 2024	$243.5 billion
September 2, 2025	$295.8 billion
October 2, 2026	$382.9 billion

Client accountsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Client accounts
As of	Client accounts
October 1, 2018	274,374
October 1, 2019	326,139
October 1, 2020	358,934
October 4, 2021	467,694
October 3, 2022	525,652
October 5, 2023	583,607
October 1, 2024	521,568
September 2, 2025	610,846
October 2, 2026	694,532

Median firm size (RAUM)SEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.

Data table

Median firm size (RAUM)
As of	Median firm size (RAUM)
October 1, 2018	$261.1 million
October 1, 2019	$252.7 million
October 1, 2020	$273.8 million
October 4, 2021	$263.4 million
October 3, 2022	$291.3 million
October 5, 2023	$278.9 million
October 1, 2024	$311.0 million
September 2, 2025	$344.4 million
October 2, 2026	$323.5 million

The market in Georgia now

Headline figures

Headline figures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms	707	242	465
Regulatory assets under management	$393.4 billion	$382.9 billion	$10.5 billion
Accounts	728,657	694,532	34,125
Clients	459,300	436,749	22,551
Employees	14,079	13,349	730
Advisory employees	10,261	9,669	592
Investment adviser representatives	10,221	9,596	625
Median RAUM	$52.3 million	$323.5 million	$18.0 million
Average RAUM	$648.1 million	$1.6 billion	$28.3 million

Firms by size

Advisers grouped by regulatory assets under management.

Firms by size, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms under $100 million	370	5	365
RAUM of firms under $100 million	$10.0 billion	$185.4 million	$9.8 billion
Firms $100 million to $250 million	99	93	6
RAUM of firms $100 million to $250 million	$16.3 billion	$15.7 billion	$649.8 million
Firms $250 million to $500 million	54	54	0
RAUM of firms $250 million to $500 million	$19.5 billion	$19.5 billion	$0
Firms $500 million to $1 billion	35	35	0
RAUM of firms $500 million to $1 billion	$23.8 billion	$23.8 billion	$0
Firms $1 billion to $5 billion	34	34	0
RAUM of firms $1 billion to $5 billion	$77.2 billion	$77.2 billion	$0
Firms $5 billion to $10 billion	8	8	0
RAUM of firms $5 billion to $10 billion	$63.4 billion	$63.4 billion	$0
Firms $10 billion and up	7	7	0
RAUM of firms $10 billion and up	$183.1 billion	$183.1 billion	$0

Concentration

How much of the market the largest advisers hold.

Concentration: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Top 10 share of RAUM		53.6%
Top 100 share of RAUM		90.2%

Concentration, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Top 10 share of RAUM	53.6%	55.0%	10.0%
Top 100 share of RAUM	90.2%	92.6%	65.3%

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: all wealth firmsAs of October 2, 2026.
Measure	Bar	Value
Charge a percentage of assets		92.9%
Charge hourly fees		54.5%
Charge subscription fees		1.8%
Charge fixed fees		65.1%
Receive commissions		1.3%
Charge performance-based fees		5.5%
Other compensation		10.6%

How advisers are paid, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Charge a percentage of assets	92.9%	98.3%	90.1%
Charge hourly fees	54.5%	49.6%	57.0%
Charge subscription fees	1.8%	0.4%	2.6%
Charge fixed fees	65.1%	74.0%	60.4%
Receive commissions	1.3%	1.2%	1.3%
Charge performance-based fees	5.5%	4.5%	6.0%
Other compensation	10.6%	9.1%	11.4%

Custody

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

Custody, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Have custody	26.9%	59.1%	10.1%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

Broker-dealer and other affiliations, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Broker-dealer affiliated	4.4%	10.7%	1.1%

New firms and successions

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

New firms and successions, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
New registrations	62	26	36
Successions	No data	0	No data

Other measures

Other measures, as of October 2, 2026
Measure	All wealth firms	SEC-registered	State-registered
Firms reporting RAUM	607	236	371
Discretionary RAUM	$350.6 billion	$341.1 billion	$9.5 billion
CFP professionals	1,428	1,261	167
25th percentile RAUM	$12.7 million	$182.2 million	$5.1 million
75th percentile RAUM	$222.1 million	$776.5 million	$42.5 million
90th percentile RAUM	$734.8 million	$3.1 billion	$73.7 million
Average account size	$539,921	$551,342	$307,468
Offer financial planning	82.6%	87.6%	80.0%
RAUM growth, one year	No data	29.4%	No data

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

Cities

Atlanta 229 independent RIAs, $171.3 billion
Alpharetta 46 independent RIAs, $8.4 billion
Marietta 41 independent RIAs, $8.1 billion
Savannah 21 independent RIAs, $6.7 billion
Athens 16 independent RIAs, $5.1 billion
Kennesaw 9 independent RIAs, $4.1 billion
Augusta 11 independent RIAs, $4.0 billion
Milton 10 independent RIAs, $3.1 billion
Decatur 11 independent RIAs, $1.7 billion
Woodstock 14 independent RIAs, $1.7 billion
Columbus 6 independent RIAs, $1.6 billion
Gainesville 13 independent RIAs, $1.3 billion
Roswell 17 independent RIAs, $1.3 billion
Sandy Springs 8 independent RIAs, $1.1 billion
Suwanee 12 independent RIAs, $1.1 billion
Cumming 13 independent RIAs, $846.6 million
Macon 7 independent RIAs, $793.5 million
Johns Creek 9 independent RIAs, $769.5 million
Duluth 11 independent RIAs, $615.8 million
Watkinsville 7 independent RIAs, $435.2 million
Canton 8 independent RIAs, $367.3 million
Peachtree City 10 independent RIAs, $295.9 million
St. Simons Island 7 independent RIAs, $285.1 million
Lawrenceville 5 independent RIAs, $8.9 million

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.