City
Wealth management firms in Alpharetta, Georgia
As of October 2, 2026, 47 wealth management firms, including broker-dealer firms, with their main office in Alpharetta, Georgia reported $32.3 billion in regulatory assets under management; the largest by assets was Merit Financial Advisors, with $23.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 47
- Regulatory assets under management
- $32.3 billion
- Average per firm
- $687.1 million
- SEC-registered, of those listed
- 22 of 47 (46.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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. | SEC | $23.9 billion | 20,710 |
| 2 | Gibbs Wealth Management, LLC | SEC | $1.1 billion | 5,357 |
| 3 | Pgi Wealth Management | SEC | $930.6 million | 1,235 |
| 4 | Forthright Wealth Management, LLC | SEC | $773.4 million | 1,922 |
| 5 | Wellspring Wealth Management LLC | SEC | $584.8 million | 644 |
| 6 | Wealth Science Advisors LLC | SEC | $558.7 million | 1,018 |
| 7 | Power Wealth Management | SEC | $429.9 million | 718 |
| 8 | MPWM Advisory Solutions LLC | SEC | $326.9 million | 1,173 |
| 9 | American Wealth Management, Inc. | SEC | $310.0 million | 1,105 |
| 10 | Tandemgrowth Financial Advisors, LLC | SEC | $297.0 million | 664 |
| 11 | Integras Partners, LLC | SEC | $244.8 million | 567 |
| 12 | Exit Wealth Advisors | SEC | $243.2 million | 582 |
| 13 | MRP Capital Investments, LLC | SEC | $227.6 million | 384 |
| 14 | Wealth with No Regrets® | SEC | $214.4 million | 786 |
| 15 | Golden Bell Financial Planning, LLC | SEC | $208.6 million | 464 |
| 16 | Daner Wealth Management, LLC | SEC | $201.7 million | 656 |
| 17 | Incompass Financial Partners, LLC | SEC | $192.0 million | 867 |
| 18 | ELM3 Financial Group, LLC | SEC | $189.0 million | 680 |
| 19 | Atlas Investment Advisors | SEC | $184.1 million | 506 |
| 20 | Newcorp Wealth Management | SEC | $177.1 million | 579 |
| 21 | The Advisory Firm | SEC | $126.4 million | 401 |
| 22 | Georgia Advisory Group LLC | State | $117.0 million | 288 |
| 23 | Capital Endurance Group, Inc | SEC | $108.8 million | 292 |
| 24 | Blueprint Private Wealth Management LLC | State | $94.7 million | 207 |
| 25 | Sicner Asset Management, L.L.C. | State | $88.4 million | 24 |
| 26 | Circa Capital, LLC | State | $83.6 million | 159 |
| 27 | Cornerstone Investment Advisors, Inc. | State | $62.7 million | 159 |
| 28 | CN Wealth Management, LLC | State | $52.0 million | 91 |
| 29 | CG Maton Advisory, Inc. | State | $45.4 million | 21 |
| 30 | AE Financial & Risk Management, Inc. | State | $40.1 million | 48 |
| 31 | Northstar Investment Partners | State | $37.5 million | 78 |
| 32 | Safewater Investment Management LLC | State | $31.4 million | 93 |
| 33 | Access Planning Partners, LLC | State | $26.7 million | 75 |
| 34 | A.I.M. Financial Group, Inc. | State | $26.5 million | 99 |
| 35 | Brooke Forest Capital LLC | State | $26.2 million | 103 |
| 36 | Opti Bloom Advisors LLC | State | $18.0 million | 80 |
| 37 | Weston Capital Insights | State | $16.1 million | 62 |
| 38 | Northstar Investment Partners | State | $16.0 million | 50 |
| 39 | Cwpim | State | $15.4 million | 92 |
| 40 | Gien Capital Management LLC | State | $12.8 million | 27 |
| 41 | Latitude Investment Group | State | $6.3 million | 87 |
| 42 | Long Faith Capital LLC | State | $3.3 million | 14 |
| 43 | Soina Financial Group, LLC | State | $1.2 million | 10 |
| 44 | Ensure Capital LLC | State | $783,795 | 4 |
| 45 | Morgan Capital Group LLC | State | $100,000 | 8 |
| 46 | 2nd Half Capital, LLC | State | $0 | 0 |
| 47 | MH Wealth Management | State | $0 | 0 |
Wealth management firms in Georgia, including every city.
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.